Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.12% | Q1 2012 | Q3 2023 | 138 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 126 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.04% | 0.36% | Q2 2013 | Q3 2023 | 125 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 124 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.06% | 0.41% | Q2 2013 | Q3 2023 | 123 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 117 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 112 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.22% | Q4 2014 | Q3 2023 | 107 |
NOMURA HOLDINGS INC | 44 | 44 | 0.00% | 0.03% | 0.31% | Q4 2012 | Q3 2023 | 106 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.10% | Q1 2013 | Q3 2023 | 102 |
Citadel Advisors | 42 | 42 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 100 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 100 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 98 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 98 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 97 |
HAP Trading, LLC | 38 | 2 | 0.00% | 0.11% | 1.60% | Q3 2013 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.29% | Q4 2015 | Q3 2023 | 94 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 90 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.32% | Q1 2012 | Q3 2023 | 88 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 87 |
TWO SIGMA INVESTMENTS, LP | 27 | 1 | 0.00% | 0.09% | 0.57% | Q2 2013 | Q3 2023 | 86 |
WOLVERINE ASSET MANAGEMENT LLC | 25 | 14 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 86 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.26% | Q3 2013 | Q3 2023 | 85 |
Paloma Partners Management Co | 24 | 1 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 82 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.10% | 0.90% | Q4 2013 | Q3 2023 | 76 |
Jefferies Group LLC | 23 | 1 | 0.00% | 0.06% | 0.54% | Q4 2013 | Q2 2022 | 76 |
TWO SIGMA SECURITIES, LLC | 27 | 1 | 0.00% | 0.07% | 0.46% | Q4 2014 | Q3 2023 | 75 |
MASTERS CAPITAL MANAGEMENT LLC | 42 | 42 | 0.68% | 1.96% | 6.37% | Q2 2013 | Q3 2023 | 71 |
Laurion Capital Management LP | 16 | 1 | 0.00% | 0.14% | 1.34% | Q3 2014 | Q3 2023 | 70 |
Twin Tree Management, LP | 13 | 1 | 0.00% | 0.03% | 0.17% | Q4 2012 | Q2 2023 | 69 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.03% | 0.24% | Q1 2016 | Q3 2023 | 66 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 64 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 62 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2023 | 60 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.15% | 0.56% | Q2 2013 | Q2 2018 | 59 |
HUNTINGTON NATIONAL BANK | 44 | 13 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 57 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 55 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 55 |
Tortoise Investment Management, LLC | 28 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 54 |
PRELUDE CAPITAL MANAGEMENT, LLC | 27 | 4 | 0.00% | 0.12% | 0.54% | Q1 2013 | Q3 2023 | 53 |
AMALGAMATED BANK | 52 | 52 | 0.05% | 0.10% | 0.17% | Q4 2010 | Q3 2023 | 52 |
Jump Trading, LLC | 13 | 9 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q1 2019 | 52 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 51 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.10% | 0.35% | Q2 2014 | Q3 2023 | 50 |
BANK OF NOVA SCOTIA | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 50 |
BALYASNY ASSET MANAGEMENT L.P. | 14 | 1 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 50 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.12% | 0.57% | Q1 2015 | Q3 2023 | 48 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 0.38% | 1.25% | Q2 2016 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.00% | 0.03% | 0.12% | Q4 2011 | Q3 2023 | 48 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.04% | 0.37% | Q2 2013 | Q3 2023 | 46 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 45 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q1 2018 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q1 2017 | 44 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 43 | 1 | 0.00% | 0.05% | 0.17% | Q2 2012 | Q3 2023 | 44 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 44 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.10% | 0.19% | Q1 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.32% | 0.54% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.13% | 0.27% | Q1 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.05% | 0.33% | Q4 2012 | Q2 2023 | 43 |
TUDOR INVESTMENT CORP ET AL | 23 | 1 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.04% | 0.17% | 0.94% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.07% | 0.33% | Q1 2013 | Q3 2023 | 43 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.21% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.05% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.04% | 0.18% | 0.44% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Par Capital Management | 42 | 42 | 2.84% | 6.93% | 14.28% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.20% | 0.47% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.00% | 0.30% | 0.63% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.11% | 0.53% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.35% | 0.97% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.02% | 0.12% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.04% | 0.08% | Q2 2012 | Q4 2022 | 42 |
Olstein Capital Management, L.P. | 42 | 42 | 0.70% | 1.14% | 1.51% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
HOURGLASS CAPITAL, LLC | 42 | 42 | 0.68% | 1.54% | 3.61% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Barnett & Company, Inc. | 42 | 42 | 0.18% | 1.13% | 1.92% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.26% | 1.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.18% | 0.46% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.22% | 0.56% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.26% | 0.57% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Hodges Capital Management Inc. | 42 | 42 | 0.05% | 0.40% | 1.60% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Centiva Capital, LP | 9 | 1 | 0.00% | 0.09% | 0.54% | Q2 2018 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.41% | 0.84% | 1.30% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AQR Capital Management | 29 | 1 | 0.00% | 0.23% | 0.64% | Q4 2012 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.04% | 0.22% | 0.58% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.24% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 37 | 4 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 41 |
SECURIAN ASSET MANAGEMENT, INC | 41 | 41 | 0.04% | 0.07% | 0.12% | Q3 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 39 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
KEYBANK NATIONAL ASSOCIATION/OH | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
ProShare Advisors LLC | 41 | 41 | 0.01% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.02% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 41 |
TEXAS PERMANENT SCHOOL FUND CORP | 41 | 41 | 0.04% | 0.10% | 0.17% | Q3 2013 | Q3 2023 | 41 |
CLEAR STREET MARKETS LLC | 17 | 1 | 0.00% | 0.11% | 0.39% | Q2 2014 | Q3 2023 | 41 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 41 | 41 | 0.02% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.06% | 0.13% | 0.23% | Q3 2013 | Q3 2023 | 41 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 41 | 41 | 0.05% | 0.12% | 0.21% | Q3 2013 | Q3 2023 | 41 |
UBS OCONNOR LLC | 13 | 1 | 0.00% | 0.18% | 1.22% | Q3 2013 | Q3 2023 | 41 |
PineBridge Investments, L.P. | 41 | 41 | 0.00% | 0.14% | 0.44% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 41 | 41 | 0.03% | 0.12% | 0.44% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Norinchukin Bank, The | 41 | 41 | 0.02% | 0.05% | 0.22% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.19% | 0.49% | Q3 2013 | Q3 2023 | 41 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 41 | 41 | 0.01% | 0.13% | 0.47% | Q3 2013 | Q3 2023 | 41 |
NATIXIS | 17 | 1 | 0.00% | 0.17% | 0.84% | Q3 2013 | Q3 2023 | 40 |
CWM, LLC | 32 | 8 | 0.00% | 0.26% | 1.80% | Q3 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 28 | 12 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.06% | 0.13% | 0.23% | Q3 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
WS MANAGEMENT LLLP | 28 | 7 | 0.05% | 0.78% | 2.80% | Q2 2013 | Q2 2022 | 40 |
BURNEY CO/ | 36 | 4 | 0.01% | 0.11% | 0.43% | Q3 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 40 | 40 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 35 | 5 | 0.01% | 0.19% | 0.55% | Q3 2013 | Q3 2023 | 40 |
COMMERCE BANK | 40 | 40 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 28 | 12 | 0.00% | 0.21% | 0.42% | Q3 2013 | Q3 2023 | 40 |
CREDIT AGRICOLE S A | 18 | 2 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 40 |
EVERENCE CAPITAL MANAGEMENT INC | 40 | 40 | 0.04% | 0.15% | 0.32% | Q4 2013 | Q3 2023 | 40 |
Daiwa Securities Group Inc. | 39 | 39 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 39 | 1 | 0.03% | 0.07% | 0.16% | Q3 2013 | Q3 2023 | 40 |
MUFG Americas Holdings Corp | 39 | 1 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q4 2020 | 40 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 19 | 6 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 40 |
LPL Financial LLC | 26 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Calamos Advisors LLC | 39 | 39 | 0.03% | 0.29% | 0.80% | Q1 2014 | Q3 2023 | 40 |
MILLER VALUE PARTNERS, LLC | 40 | 40 | 1.48% | 3.09% | 4.43% | Q2 2013 | Q1 2023 | 40 |
AlphaMark Advisors, LLC | 40 | 40 | 0.00% | 0.76% | 2.15% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.05% | 0.12% | 0.21% | Q1 2014 | Q3 2023 | 39 |
DUPONT CAPITAL MANAGEMENT CORP | 39 | 39 | 0.08% | 0.47% | 0.93% | Q2 2013 | Q4 2022 | 39 |
TRUIST FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.30% | Q1 2014 | Q3 2023 | 39 |
Financial Engines Advisors L.L.C. | 27 | 2 | 0.00% | 0.06% | 0.55% | Q2 2013 | Q3 2023 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
STEPHENS INC /AR/ | 39 | 39 | 0.01% | 0.04% | 0.13% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.18% | 0.59% | Q1 2014 | Q3 2023 | 39 |
Arizona State Retirement System | 33 | 6 | 0.01% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 36 | 36 | 0.00% | 0.06% | 0.30% | Q4 2014 | Q3 2023 | 39 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 31 | 7 | 0.00% | 0.32% | 1.85% | Q4 2013 | Q3 2023 | 38 |
LANSDOWNE PARTNERS (UK) LLP | 38 | 38 | 2.84% | 12.26% | 25.06% | Q2 2014 | Q3 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.07% | 0.29% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.03% | 0.36% | Q2 2013 | Q3 2022 | 38 |
First Heartland Consultants, Inc. | 38 | 38 | 0.02% | 0.23% | 1.05% | Q2 2014 | Q3 2023 | 38 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 33 | 5 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 38 |
E&G Advisors, LP | 38 | 38 | 0.26% | 1.28% | 2.71% | Q2 2014 | Q3 2023 | 38 |
FRANKLIN RESOURCES INC | 35 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 33 | 1 | 0.00% | 0.17% | 0.91% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.11% | 0.35% | Q2 2014 | Q3 2023 | 38 |
DnB Asset Management AS | 32 | 1 | 0.01% | 0.08% | 0.35% | Q2 2013 | Q4 2023 | 38 |
SCOTIA CAPITAL INC. | 18 | 1 | 0.01% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 38 |
Compagnie Lombard Odier SCmA | 38 | 38 | 0.00% | 0.02% | 0.14% | Q2 2014 | Q3 2023 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2022 | 38 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 38 | 38 | 0.04% | 0.55% | 1.24% | Q2 2014 | Q3 2023 | 38 |
APG Asset Management N.V. | 34 | 1 | 0.00% | 0.16% | 0.42% | Q2 2013 | Q2 2023 | 38 |
PATTEN & PATTEN INC/TN | 37 | 37 | 0.07% | 0.87% | 1.70% | Q3 2014 | Q3 2023 | 37 |
ADIRONDACK TRUST CO | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Brandywine Global Investment Management, LLC | 29 | 1 | 0.00% | 0.64% | 1.44% | Q2 2013 | Q3 2023 | 37 |
FIRST CITIZENS BANK & TRUST CO | 22 | 3 | 0.02% | 0.25% | 1.18% | Q2 2013 | Q3 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 37 | 37 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 37 |
CIBC Private Wealth Group, LLC | 29 | 8 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 37 |
BOKF, NA | 18 | 9 | 0.00% | 0.07% | 0.20% | Q4 2013 | Q3 2023 | 37 |
LAZARD ASSET MANAGEMENT LLC | 29 | 8 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 37 |
MEEDER ASSET MANAGEMENT INC | 27 | 1 | 0.00% | 0.13% | 0.70% | Q1 2014 | Q3 2023 | 37 |
U S GLOBAL INVESTORS INC | 36 | 36 | 0.02% | 7.17% | 13.22% | Q4 2014 | Q3 2023 | 36 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 29 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 36 |
Employees Retirement System of Texas | 29 | 7 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q3 2023 | 36 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 1 | 0.02% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 36 |
DELTEC ASSET MANAGEMENT LLC | 25 | 3 | 0.08% | 1.13% | 3.41% | Q2 2013 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.11% | 0.28% | Q2 2013 | Q1 2022 | 36 |
BROWN BROTHERS HARRIMAN & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 36 |
Moors & Cabot, Inc. | 29 | 29 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.09% | 0.37% | Q4 2014 | Q3 2023 | 36 |
COMPTON CAPITAL MANAGEMENT INC /RI | 36 | 36 | 0.16% | 0.42% | 0.68% | Q1 2014 | Q4 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.05% | 0.13% | 0.19% | Q2 2013 | Q1 2022 | 36 |
GLENMEDE TRUST CO NA | 30 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 36 |
BRAVE ASSET MANAGEMENT INC | 34 | 1 | 0.04% | 0.34% | 1.40% | Q4 2013 | Q4 2022 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.02% | 0.25% | 0.90% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 35 |
GMT CAPITAL CORP | 28 | 7 | 1.26% | 4.31% | 11.40% | Q2 2013 | Q3 2023 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 34 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 35 | 0.00% | 0.11% | 0.33% | Q1 2015 | Q3 2023 | 35 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.06% | 0.26% | Q2 2014 | Q3 2023 | 35 |
South Dakota Investment Council | 35 | 35 | 0.12% | 0.35% | 0.84% | Q1 2015 | Q3 2023 | 35 |
WESBANCO BANK INC | 18 | 6 | 0.01% | 0.08% | 0.25% | Q3 2014 | Q3 2023 | 35 |
Sculptor Capital LP | 18 | 18 | 0.00% | 0.48% | 2.03% | Q2 2013 | Q3 2017 | 35 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.05% | 0.45% | Q4 2013 | Q4 2023 | 35 |
Livforsakringsbolaget Skandia, Omsesidigt | 35 | 35 | 0.00% | 0.28% | 0.59% | Q1 2014 | Q3 2022 | 35 |
WEDBUSH SECURITIES INC | 29 | 1 | 0.03% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 35 |
LEE DANNER & BASS INC | 35 | 35 | 0.05% | 0.47% | 1.04% | Q1 2015 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
BANK OF THE WEST | 34 | 34 | 0.22% | 1.13% | 1.98% | Q3 2014 | Q4 2022 | 34 |
Bowling Portfolio Management LLC | 34 | 34 | 0.22% | 0.76% | 1.71% | Q2 2014 | Q3 2022 | 34 |
Cubic Asset Management, LLC | 30 | 4 | 0.07% | 1.67% | 2.57% | Q1 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2021 | 34 |
Somerset Trust Co | 34 | 34 | 0.21% | 0.63% | 1.09% | Q3 2015 | Q4 2023 | 34 |
CARRET ASSET MANAGEMENT, LLC | 34 | 34 | 0.04% | 0.13% | 0.31% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 34 |
PUTNAM INVESTMENTS LLC | 31 | 3 | 0.00% | 0.15% | 0.68% | Q2 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q3 2021 | 34 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 27 | 1 | 0.06% | 0.38% | 1.12% | Q2 2013 | Q1 2022 | 34 |
Cannell & Co. | 31 | 3 | 0.01% | 2.04% | 2.98% | Q2 2013 | Q3 2023 | 34 |
TWO SIGMA ADVISERS, LP | 26 | 5 | 0.00% | 0.25% | 0.76% | Q3 2013 | Q2 2021 | 34 |
AFFINITY INVESTMENT ADVISORS, LLC | 28 | 6 | 0.80% | 1.43% | 1.87% | Q2 2013 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 33 |
Hosking Partners LLP | 33 | 33 | 1.01% | 2.28% | 5.75% | Q3 2015 | Q3 2023 | 33 |
Point72 Asset Management, L.P. | 14 | 1 | 0.00% | 0.13% | 0.38% | Q2 2014 | Q3 2023 | 33 |
People's United Financial, Inc. | 22 | 4 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2022 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 32 | 1 | 0.07% | 0.40% | 0.59% | Q2 2013 | Q3 2023 | 33 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 1 | 0.00% | 0.05% | 0.20% | Q2 2015 | Q2 2019 | 33 |
SHELL ASSET MANAGEMENT CO | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 23 | 3 | 0.01% | 0.05% | 0.17% | Q2 2014 | Q3 2023 | 33 |
Robeco Institutional Asset Management B.V. | 29 | 2 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 31 | 2 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 33 |
MV CAPITAL MANAGEMENT, INC. | 22 | 11 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
QS Investors, LLC | 31 | 1 | 0.00% | 0.10% | 0.46% | Q2 2013 | Q2 2021 | 32 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 32 | 32 | 0.22% | 0.87% | 1.77% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
MACKENZIE FINANCIAL CORP | 28 | 1 | 0.00% | 0.07% | 0.30% | Q3 2013 | Q3 2023 | 32 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.14% | 0.38% | 0.73% | Q2 2013 | Q1 2020 | 32 |
Sandy Spring Bank | 14 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 32 |
ING GROEP NV | 8 | 1 | 0.01% | 0.12% | 0.60% | Q2 2013 | Q3 2023 | 32 |
Mirae Asset Global Investments Co., Ltd. | 27 | 5 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 32 |
COLRAIN CAPITAL LLC | 32 | 32 | 0.22% | 2.18% | 3.34% | Q2 2013 | Q1 2021 | 32 |
PARADIGM ASSET MANAGEMENT CO LLC | 30 | 2 | 0.02% | 0.32% | 1.06% | Q2 2013 | Q1 2023 | 32 |
CAHILL FINANCIAL ADVISORS INC | 28 | 1 | 0.04% | 0.42% | 0.77% | Q4 2013 | Q1 2022 | 32 |
EULAV Asset Management | 22 | 1 | 0.10% | 0.27% | 0.64% | Q3 2014 | Q3 2023 | 32 |
COBALT CAPITAL MANAGEMENT, INC. | 18 | 6 | 1.79% | 4.93% | 8.92% | Q2 2013 | Q2 2023 | 32 |
ADVISOR PARTNERS LLC | 31 | 1 | 0.03% | 0.11% | 0.28% | Q2 2014 | Q2 2022 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.00% | 0.05% | 0.39% | Q4 2015 | Q3 2023 | 32 |
Polar Asset Management Partners Inc. | 10 | 1 | 0.01% | 0.28% | 0.70% | Q4 2013 | Q3 2023 | 31 |
LORD, ABBETT & CO. LLC | 18 | 1 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q4 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q4 2020 | 31 |
Buckingham Capital Management, Inc. | 31 | 31 | 0.03% | 0.41% | 0.83% | Q3 2014 | Q1 2022 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.02% | 0.08% | 0.20% | Q2 2014 | Q4 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.07% | 0.35% | Q1 2016 | Q3 2023 | 31 |
CONNING INC. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2021 | 31 |
BRYN MAWR TRUST Co | 14 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 31 |
PITCAIRN CO | 27 | 1 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q2 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.47% | 2.62% | Q4 2014 | Q2 2022 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 1.16% | 1.89% | 2.91% | Q1 2016 | Q3 2023 | 31 |
ONTARIO TEACHERS PENSION PLAN BOARD | 30 | 1 | 0.00% | 0.21% | 0.83% | Q3 2013 | Q4 2022 | 31 |
INTRUST BANK NA | 31 | 31 | 0.06% | 0.15% | 0.30% | Q1 2016 | Q3 2023 | 31 |
LS Investment Advisors, LLC | 31 | 31 | 0.01% | 0.06% | 0.09% | Q3 2013 | Q1 2021 | 31 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.11% | 0.44% | Q4 2013 | Q3 2023 | 31 |
BARINGS LLC | 30 | 1 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q2 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Hudock, Inc. | 29 | 1 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2022 | 30 |
EAGLE ASSET MANAGEMENT INC | 28 | 2 | 0.01% | 0.31% | 0.76% | Q2 2013 | Q3 2023 | 30 |
ClariVest Asset Management LLC | 28 | 2 | 0.00% | 0.64% | 1.51% | Q2 2013 | Q3 2023 | 30 |
SIMPLEX TRADING, LLC | 13 | 1 | 0.00% | 0.06% | 0.41% | Q4 2014 | Q2 2023 | 30 |
Lido Advisors, LLC | 28 | 2 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 30 |
AJO, LP | 30 | 30 | 0.01% | 0.69% | 1.32% | Q2 2013 | Q3 2020 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.07% | 0.27% | Q1 2016 | Q2 2023 | 30 |
LEVIN CAPITAL STRATEGIES, L.P. | 28 | 1 | 0.00% | 0.18% | 0.44% | Q2 2013 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 28 | 2 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 30 |
J. L. Bainbridge & Co., Inc. | 22 | 22 | 0.00% | 4.36% | 9.70% | Q2 2018 | Q3 2023 | 30 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 12 | 1 | 0.03% | 0.33% | 0.88% | Q2 2013 | Q2 2023 | 30 |
AMERICAN FINANCIAL GROUP INC | 30 | 30 | 0.14% | 0.32% | 0.45% | Q2 2013 | Q3 2020 | 30 |
Cetera Investment Advisers | 21 | 2 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 30 |
FDx Advisors, Inc. | 28 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q1 2022 | 30 |
SHELTON CAPITAL MANAGEMENT | 25 | 1 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q2 2023 | 30 |
Lombard Odier Asset Management (USA) Corp | 10 | 1 | 0.03% | 0.23% | 1.46% | Q2 2015 | Q3 2023 | 30 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 22 | 7 | 0.00% | 0.79% | 3.48% | Q4 2014 | Q2 2023 | 30 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 30 |
ENTERPRISE FINANCIAL SERVICES CORP | 27 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 30 |
JT Stratford LLC | 26 | 1 | 0.00% | 0.66% | 1.58% | Q4 2016 | Q3 2023 | 30 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.12% | 0.58% | Q4 2014 | Q3 2022 | 30 |
Stratos Wealth Partners, LTD. | 30 | 30 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.00% | 0.08% | 0.35% | Q2 2015 | Q3 2023 | 30 |
Gotham Asset Management, LLC | 17 | 1 | 0.01% | 0.39% | 0.87% | Q2 2013 | Q3 2023 | 30 |
Interval Partners, LP | 11 | 1 | 0.02% | 0.44% | 2.25% | Q4 2016 | Q3 2023 | 29 |
Glenview Trust Co | 28 | 1 | 0.01% | 0.18% | 0.45% | Q4 2015 | Q3 2023 | 29 |
TIGER MANAGEMENT L.L.C. | 26 | 2 | 0.35% | 3.54% | 8.48% | Q3 2013 | Q1 2023 | 29 |
C M BIDWELL & ASSOCIATES LTD | 26 | 1 | 0.00% | 0.12% | 1.53% | Q1 2014 | Q3 2023 | 29 |
Capital Investment Advisors, LLC | 28 | 1 | 0.02% | 0.03% | 0.11% | Q1 2015 | Q4 2023 | 29 |
JFS WEALTH ADVISORS, LLC | 17 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Sheaff Brock Investment Advisors, LLC | 20 | 3 | 0.02% | 0.10% | 0.50% | Q4 2015 | Q3 2023 | 29 |
REGENTATLANTIC CAPITAL LLC | 22 | 7 | 0.02% | 0.18% | 0.35% | Q3 2014 | Q3 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q4 2020 | 29 |
TELEMUS CAPITAL, LLC | 26 | 1 | 0.02% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 29 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.15% | 0.55% | Q4 2013 | Q3 2023 | 29 |
Vident Investment Advisory, LLC | 14 | 6 | 0.01% | 0.17% | 0.63% | Q1 2015 | Q2 2023 | 29 |
Glassman Wealth Services | 28 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 29 |
First Dallas Securities Inc. | 23 | 3 | 0.05% | 0.78% | 2.06% | Q2 2013 | Q3 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 24 | 2 | 0.01% | 0.03% | 0.20% | Q4 2014 | Q4 2023 | 29 |
STELLIAM INVESTMENT MANAGEMENT, LP | 25 | 25 | 0.56% | 5.32% | 8.21% | Q2 2013 | Q2 2019 | 29 |
Capital Analysts, LLC | 20 | 1 | 0.00% | 0.07% | 0.56% | Q2 2015 | Q3 2023 | 29 |
SVB WEALTH LLC | 26 | 3 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 29 |
GROUP ONE TRADING, L.P. | 13 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2023 | 28 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 28 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q1 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.06% | 0.16% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.55% | 1.46% | 3.78% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 2 | 0.00% | 0.01% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Andra AP-fonden | 22 | 6 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q2 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.04% | 0.15% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
HBK INVESTMENTS L P | 13 | 1 | 0.00% | 0.18% | 0.63% | Q3 2013 | Q2 2023 | 28 |
MUFG Securities EMEA plc | 27 | 1 | 0.00% | 0.06% | 0.45% | Q3 2016 | Q3 2023 | 28 |
NewSquare Capital LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Eidelman Virant Capital | 28 | 28 | 0.27% | 1.40% | 2.81% | Q2 2013 | Q1 2020 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 28 |
MACKAY SHIELDS LLC | 28 | 28 | 0.02% | 0.38% | 1.10% | Q2 2015 | Q1 2022 | 28 |
Rehmann Capital Advisory Group | 10 | 3 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 28 |
FIL Ltd | 21 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 28 |
CYRUS CAPITAL PARTNERS, L.P. | 27 | 27 | 0.02% | 14.90% | 23.27% | Q2 2013 | Q4 2019 | 28 |
Laird Norton Wetherby Wealth Management, LLC | 21 | 3 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q1 2020 | 28 |
LEUTHOLD GROUP, LLC | 21 | 2 | 0.06% | 0.92% | 1.75% | Q2 2013 | Q3 2023 | 28 |
BEACH INVESTMENT COUNSEL INC/PA | 14 | 14 | 0.02% | 1.65% | 4.14% | Q1 2013 | Q1 2020 | 28 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 2 | 0.00% | 0.10% | 0.67% | Q2 2013 | Q3 2023 | 28 |
JENNISON ASSOCIATES LLC | 11 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 28 |
Argent Trust Co | 28 | 28 | 0.07% | 0.13% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Heritage Trust Co | 27 | 27 | 0.06% | 0.16% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Sowell Financial Services LLC | 17 | 10 | 0.03% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 27 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 27 |
Exchange Capital Management, Inc. | 27 | 27 | 0.07% | 1.59% | 3.34% | Q2 2013 | Q4 2019 | 27 |
MOUNT VERNON ASSOCIATES INC /MD/ | 27 | 27 | 1.38% | 2.08% | 3.00% | Q1 2017 | Q3 2023 | 27 |
SHIKIAR ASSET MANAGEMENT INC | 27 | 27 | 0.44% | 2.34% | 3.82% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 27 |
MOORE CAPITAL MANAGEMENT, LP | 9 | 1 | 0.01% | 0.15% | 0.68% | Q2 2013 | Q2 2023 | 27 |
PIEDMONT INVESTMENT ADVISORS INC | 27 | 27 | 0.00% | 0.43% | 1.56% | Q3 2013 | Q1 2020 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
HENNESSY ADVISORS INC | 20 | 7 | 0.04% | 0.19% | 0.48% | Q2 2013 | Q4 2020 | 27 |
IHT Wealth Management, LLC | 21 | 6 | 0.02% | 0.11% | 0.20% | Q4 2016 | Q3 2023 | 27 |
Avior Wealth Management, LLC | 27 | 27 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 27 |
KWMG, LLC | 27 | 27 | 0.09% | 0.56% | 0.74% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 27 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7 | 1 | 0.02% | 0.26% | 1.03% | Q2 2014 | Q3 2023 | 27 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
Quantbot Technologies LP | 6 | 2 | 0.01% | 0.32% | 1.22% | Q4 2013 | Q3 2023 | 27 |
SEVEN EIGHT CAPITAL, LP | 9 | 1 | 0.00% | 0.29% | 0.94% | Q4 2013 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 27 |
CIGNA INVESTMENTS INC /NEW | 23 | 4 | 0.04% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 27 |
NWI MANAGEMENT LP | 13 | 1 | 0.11% | 1.04% | 2.49% | Q3 2014 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2020 | 27 |
CNA FINANCIAL CORP | 27 | 27 | 0.89% | 1.24% | 1.66% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 27 |
SSI INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q4 2019 | 27 |
REDWOOD CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.63% | 3.86% | 7.28% | Q2 2013 | Q4 2019 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | 27 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 27 |
LOEWS CORP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
PRIVATE TRUST CO NA | 19 | 1 | 0.01% | 0.08% | 0.18% | Q1 2013 | Q3 2023 | 27 |
Mariner, LLC | 25 | 2 | 0.00% | 0.04% | 0.44% | Q2 2015 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.02% | 0.06% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Roble, Belko & Company, Inc | 26 | 26 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.13% | 0.21% | Q2 2013 | Q3 2019 | 26 |
Rafferty Asset Management, LLC | 14 | 1 | 0.01% | 0.06% | 0.26% | Q2 2014 | Q3 2023 | 26 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 26 |
CLEARARC CAPITAL INC | 26 | 26 | 0.11% | 0.18% | 0.37% | Q3 2013 | Q4 2019 | 26 |
FULTON BANK, N.A. | 26 | 26 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Diversified Trust Co | 10 | 1 | 0.01% | 0.04% | 0.14% | Q3 2015 | Q2 2023 | 26 |
MONTAG A & ASSOCIATES INC | 24 | 2 | 0.01% | 0.10% | 0.42% | Q4 2016 | Q3 2023 | 26 |
LINCOLN NATIONAL CORP | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 19 | 7 | 0.01% | 0.06% | 0.10% | Q4 2013 | Q2 2020 | 26 |
Bluefin Trading, LLC | 11 | 1 | 0.00% | 0.09% | 0.52% | Q1 2014 | Q4 2019 | 26 |
Columbia Asset Management | 15 | 1 | 0.04% | 0.36% | 0.93% | Q2 2014 | Q3 2023 | 26 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 18 | 8 | 0.17% | 0.54% | 0.75% | Q2 2013 | Q1 2020 | 26 |
USCA RIA LLC | 26 | 26 | 0.08% | 0.17% | 0.46% | Q4 2013 | Q1 2020 | 26 |
Strategic Advisors LLC | 14 | 1 | 0.13% | 0.41% | 0.80% | Q3 2016 | Q3 2023 | 26 |
TOTAL INVESTMENT MANAGEMENT INC | 22 | 4 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 26 |
Fiera Capital Corp | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.13% | 0.23% | 0.34% | Q3 2016 | Q3 2023 | 26 |
CAAS CAPITAL MANAGEMENT LP | 6 | 5 | 0.02% | 0.13% | 0.45% | Q3 2020 | Q3 2023 | 26 |
ETRADE Capital Management LLC | 14 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 26 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.08% | 0.68% | Q4 2012 | Q1 2021 | 26 |
MUHLENKAMP & CO INC | 22 | 4 | 0.30% | 2.82% | 5.16% | Q2 2013 | Q4 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2019 | 26 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 26 | 26 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q1 2021 | 26 |
Teewinot Capital Advisers, L.L.C. | 21 | 3 | 0.28% | 2.36% | 3.52% | Q4 2013 | Q3 2023 | 26 |
WealthTrust Axiom LLC | 26 | 26 | 0.26% | 0.70% | 1.19% | Q2 2013 | Q3 2019 | 26 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 26 | 26 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2019 | 26 |
Spears Abacus Advisors LLC | 25 | 25 | 1.62% | 2.77% | 3.34% | Q1 2014 | Q1 2020 | 25 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.04% | 0.11% | 0.24% | Q2 2017 | Q3 2023 | 25 |
Nippon Life Global Investors Americas, Inc. | 8 | 2 | 0.06% | 0.43% | 1.36% | Q2 2014 | Q3 2023 | 25 |
GREAT LAKES ADVISORS, LLC | 22 | 1 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.17% | 0.64% | Q4 2016 | Q3 2023 | 25 |
First Allied Advisory Services, Inc. | 25 | 25 | 0.02% | 0.04% | 0.10% | Q3 2014 | Q3 2020 | 25 |
AMF Tjanstepension AB | 16 | 2 | 0.01% | 0.22% | 0.67% | Q3 2015 | Q3 2023 | 25 |
Allworth Financial LP | 24 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 25 |
PRUDENTIAL PLC | 24 | 1 | 0.01% | 0.41% | 0.60% | Q3 2015 | Q4 2021 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 0.03% | 0.52% | Q3 2017 | Q3 2023 | 25 |
AXA S.A. | 17 | 1 | 0.00% | 0.08% | 0.66% | Q2 2013 | Q2 2023 | 25 |
AUXIER ASSET MANAGEMENT | 21 | 4 | 0.04% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.56% | 1.76% | 6.59% | Q1 2014 | Q1 2020 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.01% | 0.08% | 0.30% | Q1 2013 | Q1 2019 | 25 |
SHEPHERD KAPLAN KROCHUK, LLC | 25 | 25 | 0.05% | 0.67% | 1.56% | Q4 2013 | Q4 2019 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.11% | 0.93% | Q1 2016 | Q1 2022 | 25 |
Alpha Omega Wealth Management LLC | 25 | 25 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2021 | 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 1 | 0.00% | 0.20% | 0.42% | Q2 2015 | Q3 2023 | 25 |
ASSETMARK, INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.43% | 1.22% | Q2 2013 | Q2 2019 | 25 |
CenturyLink Investment Management Co | 15 | 10 | 0.01% | 0.44% | 0.69% | Q4 2013 | Q1 2020 | 25 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
Ionic Capital Management LLC | 12 | 2 | 0.02% | 0.25% | 1.03% | Q1 2015 | Q3 2019 | 25 |
Glendon Capital Management LP | 25 | 25 | 0.00% | 1.43% | 3.32% | Q4 2014 | Q4 2020 | 25 |
MCF Advisors LLC | 10 | 7 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q2 2019 | 25 |
BOYS ARNOLD & CO INC | 24 | 1 | 0.04% | 0.16% | 0.38% | Q2 2013 | Q1 2020 | 25 |
Beach Investment Management, LLC. | 13 | 12 | 0.70% | 2.36% | 5.37% | Q2 2013 | Q4 2019 | 25 |
Newport Trust Company, LLC | 24 | 24 | 0.95% | 1.54% | 2.29% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
MAVERICK CAPITAL LTD | 11 | 1 | 0.00% | 0.07% | 0.41% | Q1 2015 | Q2 2023 | 24 |
Zweig-DiMenna Associates LLC | 12 | 1 | 0.01% | 0.73% | 2.31% | Q2 2013 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.12% | 0.40% | Q4 2017 | Q3 2023 | 24 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 24 | 24 | 1.34% | 3.52% | 5.21% | Q3 2014 | Q2 2020 | 24 |
ALPHA WINDWARD LLC | 24 | 24 | 0.01% | 0.12% | 0.37% | Q2 2014 | Q1 2020 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.01% | 0.32% | 1.06% | Q4 2013 | Q3 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.07% | 0.17% | 0.34% | Q2 2013 | Q1 2019 | 24 |
Skylands Capital, LLC | 24 | 24 | 0.02% | 1.28% | 3.05% | Q2 2014 | Q1 2020 | 24 |
ProVise Management Group, LLC | 24 | 24 | 0.05% | 0.16% | 0.27% | Q1 2014 | Q4 2019 | 24 |
Partnervest Advisory Services LLC | 14 | 1 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q3 2020 | 24 |
Bogart Wealth, LLC | 17 | 7 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
GOFEN & GLOSSBERG LLC /IL/ | 18 | 6 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2022 | 24 |
Azimuth Capital Management LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2022 | 24 |
INTACT INVESTMENT MANAGEMENT INC. | 17 | 1 | 0.01% | 0.08% | 0.22% | Q1 2015 | Q3 2023 | 24 |
Game Creek Capital, LP | 24 | 24 | 0.09% | 1.60% | 5.01% | Q4 2017 | Q3 2023 | 24 |
Altshuler Shaham Ltd | 24 | 24 | 0.01% | 1.22% | 5.58% | Q4 2017 | Q3 2023 | 24 |
M Holdings Securities, Inc. | 11 | 1 | 0.01% | 0.16% | 0.30% | Q3 2014 | Q1 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CADENCE CAPITAL MANAGEMENT LLC | 19 | 5 | 0.02% | 0.17% | 0.32% | Q1 2014 | Q1 2020 | 24 |
Harbour Capital Advisors, LLC | 24 | 24 | 0.34% | 0.67% | 0.92% | Q2 2014 | Q1 2020 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.07% | 0.17% | 0.31% | Q2 2013 | Q1 2019 | 24 |
SouthState Corp | 12 | 12 | 0.00% | 0.20% | 0.52% | Q2 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.19% | 0.32% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Saturna Capital CORP | 13 | 11 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2020 | 24 |
RUDMAN ERROL M | 24 | 24 | 3.79% | 5.47% | 7.27% | Q2 2013 | Q1 2019 | 24 |
Calamos Wealth Management LLC | 24 | 24 | 0.05% | 0.64% | 1.14% | Q3 2014 | Q2 2020 | 24 |
Psagot Value Holdings Ltd. | 24 | 24 | 0.00% | 0.07% | 0.15% | Q4 2015 | Q3 2021 | 24 |
Dana Investment Advisors, Inc. | 12 | 12 | 0.01% | 0.98% | 1.63% | Q2 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.01% | 0.08% | 0.35% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 20 | 3 | 0.10% | 1.39% | 2.30% | Q2 2013 | Q3 2019 | 23 |
OneDigital Investment Advisors LLC | 18 | 3 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Patten Group, Inc. | 19 | 4 | 0.00% | 0.12% | 0.21% | Q2 2015 | Q3 2021 | 23 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.16% | 0.87% | Q3 2013 | Q3 2023 | 23 |
BTC Capital Management, Inc. | 23 | 23 | 0.03% | 0.16% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Supplemental Annuity Collective Trust of NJ | 23 | 23 | 0.13% | 0.22% | 0.42% | Q1 2018 | Q3 2023 | 23 |
XR Securities LLC | 8 | 1 | 0.00% | 0.06% | 0.32% | Q2 2018 | Q2 2023 | 23 |
Summit Financial Wealth Advisors, LLC | 16 | 1 | 0.01% | 0.45% | 0.98% | Q4 2014 | Q1 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.05% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.13% | 0.48% | Q2 2013 | Q3 2023 | 23 |
OLD NATIONAL BANCORP /IN/ | 21 | 2 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q2 2020 | 23 |
GM Advisory Group, LLC | 14 | 9 | 0.02% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 23 |
BANCED CORP | 23 | 23 | 0.29% | 0.76% | 1.14% | Q2 2013 | Q4 2018 | 23 |
GAM Holding AG | 17 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2019 | 23 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 23 | 23 | 0.49% | 0.76% | 1.09% | Q1 2014 | Q3 2019 | 23 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.13% | 0.61% | Q2 2016 | Q3 2023 | 23 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 23 |
Edge Wealth Management LLC | 22 | 1 | 0.00% | 0.36% | 1.46% | Q1 2014 | Q2 2022 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Anchor Bolt Capital, LP | 13 | 10 | 0.87% | 3.26% | 6.42% | Q2 2013 | Q4 2019 | 23 |
BIRINYI ASSOCIATES INC | 23 | 23 | 0.11% | 0.17% | 0.25% | Q2 2014 | Q4 2019 | 23 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 2 | 0.00% | 0.15% | 0.58% | Q3 2013 | Q1 2023 | 23 |
Man Group plc | 12 | 1 | 0.00% | 0.11% | 0.41% | Q1 2018 | Q3 2023 | 23 |
WADDELL & REED FINANCIAL INC | 17 | 6 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q3 2020 | 23 |
Cambria Investment Management, L.P. | 21 | 2 | 0.00% | 0.30% | 0.76% | Q4 2014 | Q3 2020 | 23 |
COUNTRY TRUST BANK | 23 | 23 | 0.42% | 0.63% | 0.95% | Q1 2018 | Q3 2023 | 23 |
Boston Partners | 23 | 23 | 0.00% | 0.61% | 1.00% | Q2 2014 | Q4 2019 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 10 | 0.00% | 0.08% | 0.43% | Q2 2016 | Q3 2023 | 23 |
GILDER GAGNON HOWE & CO LLC | 19 | 4 | 0.00% | 0.14% | 0.80% | Q2 2014 | Q1 2021 | 23 |
Corient Capital Partners, LLC | 15 | 8 | 0.02% | 0.25% | 0.52% | Q3 2016 | Q3 2022 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.04% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Anchor Investment Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 22 |
Silvant Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MAI Capital Management | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Mount Yale Investment Advisors, LLC | 22 | 22 | 0.09% | 0.43% | 1.74% | Q1 2018 | Q2 2023 | 22 |
Cipher Capital LP | 4 | 1 | 0.04% | 0.25% | 0.66% | Q2 2014 | Q1 2023 | 22 |
SIT INVESTMENT ASSOCIATES INC | 21 | 1 | 0.01% | 0.53% | 0.96% | Q1 2015 | Q3 2020 | 22 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 2 | 0.03% | 0.16% | 0.38% | Q2 2013 | Q4 2019 | 22 |
CULLEN/FROST BANKERS, INC. | 21 | 1 | 0.00% | 0.13% | 0.37% | Q3 2017 | Q1 2023 | 22 |
Foundry Partners, LLC | 11 | 3 | 0.02% | 0.69% | 1.84% | Q3 2014 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 16 | 6 | 0.01% | 0.03% | 0.14% | Q3 2015 | Q1 2021 | 22 |
National Pension Service | 22 | 22 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q1 2020 | 22 |
Renaissance Technologies | 9 | 2 | 0.01% | 0.13% | 0.52% | Q3 2014 | Q3 2023 | 22 |
GENDELL JEFFREY L | 22 | 22 | 0.16% | 1.99% | 3.51% | Q4 2014 | Q1 2020 | 22 |
Paradigm Financial Advisors, LLC | 21 | 21 | 0.04% | 0.59% | 0.85% | Q4 2016 | Q4 2021 | 22 |
TWIN CAPITAL MANAGEMENT INC | 14 | 2 | 0.04% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 22 |
Harbor Advisors LLC | 21 | 1 | 0.05% | 0.18% | 0.28% | Q4 2016 | Q2 2023 | 22 |
PGGM Investments | 20 | 1 | 0.01% | 0.09% | 0.20% | Q2 2015 | Q3 2023 | 22 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 13 | 9 | 0.38% | 3.28% | 6.72% | Q2 2013 | Q3 2023 | 22 |
Vigilant Capital Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Alyeska Investment Group, L.P. | 20 | 20 | 0.01% | 0.60% | 1.44% | Q1 2014 | Q4 2018 | 22 |
TOMPKINS FINANCIAL CORP | 13 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 22 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.08% | 0.34% | 0.82% | Q4 2013 | Q2 2023 | 22 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 7 | 0.00% | 0.05% | 0.35% | Q2 2017 | Q3 2023 | 22 |
WOODMONT INVESTMENT COUNSEL LLC | 9 | 1 | 0.00% | 0.12% | 0.56% | Q2 2015 | Q3 2023 | 22 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 4 | 0.01% | 0.05% | 0.30% | Q3 2017 | Q3 2023 | 22 |
INVESTMENT HOUSE LLC | 22 | 22 | 0.07% | 0.89% | 1.56% | Q4 2014 | Q1 2020 | 22 |
Kovitz Investment Group Partners, LLC | 22 | 22 | 0.03% | 0.81% | 1.81% | Q1 2017 | Q2 2022 | 22 |
TODD ASSET MANAGEMENT LLC | 22 | 22 | 0.30% | 0.74% | 1.70% | Q4 2014 | Q1 2020 | 22 |
SALEM INVESTMENT COUNSELORS INC | 19 | 1 | 0.00% | 0.03% | 0.27% | Q2 2017 | Q3 2023 | 22 |
Atria Investments, Inc | 21 | 1 | 0.01% | 0.07% | 0.27% | Q2 2014 | Q4 2019 | 22 |
ZACKS INVESTMENT MANAGEMENT | 12 | 1 | 0.00% | 0.22% | 0.85% | Q2 2013 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 21 | 21 | 0.03% | 0.08% | 0.20% | Q3 2013 | Q3 2018 | 21 |
Capital Advisors, Ltd. LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Impala Asset Management LLC | 17 | 1 | 0.11% | 3.11% | 7.87% | Q2 2013 | Q4 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 21 |
BALDWIN BROTHERS LLC/MA | 16 | 5 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
ACG Wealth | 17 | 1 | 0.03% | 0.25% | 0.50% | Q3 2015 | Q2 2022 | 21 |
New England Research & Management, Inc. | 16 | 1 | 0.12% | 0.64% | 1.38% | Q2 2016 | Q1 2023 | 21 |
ALLSTATE CORP | 14 | 2 | 0.01% | 0.15% | 0.70% | Q1 2014 | Q2 2022 | 21 |
UMB Bank, n.a. | 11 | 10 | 0.00% | 0.03% | 0.20% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
MOTCO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.51% | 3.47% | Q2 2013 | Q3 2023 | 21 |
Checchi Capital Advisers, LLC | 21 | 21 | 0.03% | 0.05% | 0.10% | Q4 2014 | Q4 2019 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 4 | 0.01% | 0.14% | 0.26% | Q1 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.04% | 1.17% | 1.89% | Q2 2013 | Q2 2018 | 21 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 21 |
BLUESTEIN R H & CO LLC | 8 | 1 | 0.01% | 0.70% | 1.80% | Q2 2013 | Q2 2022 | 21 |
GREENLEAF TRUST | 11 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
Trexquant Investment LP | 4 | 1 | 0.03% | 0.28% | 0.75% | Q1 2015 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 21 |
NewEdge Advisors, LLC | 18 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 21 |
Camarda Financial Advisors, LLC | 21 | 21 | 0.00% | 0.47% | 1.08% | Q2 2014 | Q2 2019 | 21 |
Senator Investment Group LP | 13 | 3 | 0.34% | 1.71% | 3.39% | Q2 2013 | Q2 2021 | 21 |
JAMES INVESTMENT RESEARCH INC | 21 | 21 | 0.00% | 0.22% | 0.58% | Q4 2014 | Q4 2019 | 21 |
M.D. Sass, Inc. | 19 | 2 | 0.18% | 3.31% | 4.57% | Q4 2013 | Q2 2020 | 21 |
Seminole Management Co., Inc. | 21 | 21 | 3.11% | 7.53% | 14.50% | Q2 2013 | Q2 2018 | 21 |
CIM INVESTMENT MANAGEMENT INC | 16 | 5 | 0.18% | 0.30% | 0.51% | Q4 2013 | Q2 2019 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
IPG Investment Advisors LLC | 14 | 2 | 0.07% | 0.17% | 0.71% | Q4 2016 | Q3 2023 | 21 |
Signature Wealth Management Group | 18 | 3 | 0.10% | 0.37% | 0.66% | Q4 2017 | Q2 2023 | 21 |
FineMark National Bank & Trust | 13 | 1 | 0.00% | 0.06% | 0.43% | Q4 2013 | Q3 2023 | 21 |
OAKBROOK INVESTMENTS LLC | 17 | 4 | 0.03% | 0.19% | 0.28% | Q2 2013 | Q3 2018 | 21 |
BBT Capital Management, LLC | 20 | 1 | 0.27% | 1.18% | 2.53% | Q2 2013 | Q4 2018 | 21 |
WRIGHT INVESTORS SERVICE INC | 17 | 1 | 0.10% | 0.40% | 0.75% | Q1 2014 | Q3 2023 | 21 |
PALLADIUM PARTNERS LLC | 21 | 21 | 0.15% | 0.32% | 0.42% | Q4 2014 | Q4 2019 | 21 |
CAPITAL GUARDIAN TRUST CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Candriam S.C.A. | 18 | 1 | 0.00% | 0.16% | 0.34% | Q4 2014 | Q1 2022 | 21 |
Coe Capital Management, LLC | 20 | 1 | 0.16% | 1.66% | 2.24% | Q4 2014 | Q2 2021 | 21 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 21 | 21 | 0.01% | 0.34% | 0.91% | Q1 2014 | Q1 2019 | 21 |
Addison Capital Co | 15 | 5 | 0.33% | 0.60% | 1.27% | Q1 2015 | Q4 2022 | 20 |
Capital Asset Advisory Services LLC | 14 | 1 | 0.02% | 0.16% | 0.43% | Q4 2017 | Q2 2023 | 20 |
Mn Services Vermogensbeheer B.V. | 20 | 20 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2020 | 20 |
Mondrian Investment Partners LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.19% | 0.41% | Q4 2016 | Q3 2023 | 20 |
BOSTON ADVISORS LLC | 20 | 20 | 0.01% | 0.11% | 0.29% | Q4 2014 | Q3 2019 | 20 |
FOSTER & MOTLEY INC | 19 | 1 | 0.05% | 0.33% | 0.73% | Q1 2015 | Q1 2020 | 20 |
First Bank & Trust | 20 | 20 | 0.01% | 0.07% | 0.24% | Q3 2017 | Q2 2022 | 20 |
First Command Bank | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
First Command Financial Services, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.05% | 0.12% | 0.28% | Q1 2013 | Q4 2017 | 20 |
FULLER & THALER ASSET MANAGEMENT, INC. | 16 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 20 |
Achmea Investment Management B.V. | 12 | 8 | 0.00% | 0.08% | 0.30% | Q1 2017 | Q2 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.06% | 0.10% | 0.17% | Q4 2014 | Q3 2019 | 20 |
SRB CORP | 18 | 2 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q2 2020 | 20 |
Caption Management, LLC | 7 | 1 | 0.01% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 20 |
MONETTA FINANCIAL SERVICES INC | 10 | 1 | 0.29% | 1.43% | 2.29% | Q2 2013 | Q2 2022 | 20 |
Pomelo Capital LLC | 19 | 19 | 0.01% | 0.19% | 0.51% | Q2 2013 | Q4 2017 | 20 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.40% | Q4 2017 | Q1 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.09% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 20 |
Engineers Gate Manager LP | 8 | 1 | 0.02% | 0.22% | 0.54% | Q3 2015 | Q3 2023 | 20 |
Bollard Group LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 20 |
Catalyst Capital Advisors LLC | 14 | 1 | 0.01% | 0.58% | 2.50% | Q1 2014 | Q1 2020 | 20 |
Odey Asset Management Group Ltd | 16 | 1 | 0.33% | 4.58% | 9.31% | Q2 2013 | Q2 2019 | 20 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 12 | 8 | 0.01% | 0.19% | 0.82% | Q2 2013 | Q3 2020 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.14% | 0.99% | 2.26% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.22% | 0.38% | 0.58% | Q4 2018 | Q3 2023 | 20 |
HL FINANCIAL SERVICES LLC | 14 | 6 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q1 2019 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
AR ASSET MANAGEMENT INC | 20 | 20 | 0.09% | 0.14% | 0.51% | Q2 2015 | Q1 2020 | 20 |
TERRIL BROTHERS, INC. | 15 | 5 | 1.02% | 3.71% | 7.11% | Q3 2014 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Tredje AP-fonden | 20 | 20 | 0.02% | 0.07% | 0.12% | Q2 2015 | Q1 2020 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Quadrature Capital Ltd | 7 | 1 | 0.04% | 0.40% | 1.01% | Q3 2015 | Q3 2023 | 20 |
CCM INVESTMENT ADVISERS LLC | 20 | 20 | 0.05% | 1.08% | 2.52% | Q1 2014 | Q4 2018 | 20 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 0.77% | 2.37% | Q2 2013 | Q3 2023 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 19 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Prime Capital Investment Advisors, LLC | 12 | 1 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 19 |
Altimeter Capital Management | 17 | 2 | 0.05% | 3.74% | 17.83% | Q2 2013 | Q2 2018 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Hudson Bay Capital Management LP | 7 | 2 | 0.01% | 0.07% | 0.37% | Q2 2016 | Q2 2023 | 19 |
CAPITAL MANAGEMENT CORP /VA | 19 | 19 | 0.07% | 1.81% | 3.74% | Q3 2016 | Q1 2021 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.28% | 0.71% | Q3 2014 | Q3 2023 | 19 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q4 2023 | 19 |
EARNEST PARTNERS LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 1 | 0.03% | 0.69% | 1.65% | Q2 2013 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 14 | 5 | 0.01% | 0.06% | 0.38% | Q4 2018 | Q3 2023 | 19 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 1 | 0.00% | 0.12% | 0.29% | Q1 2016 | Q2 2021 | 19 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.14% | 0.50% | Q2 2013 | Q1 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 19 | 19 | 0.14% | 0.18% | 0.22% | Q3 2013 | Q1 2018 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.14% | 0.30% | Q4 2014 | Q3 2023 | 19 |
Winslow Capital Management, LLC | 12 | 7 | 0.00% | 0.86% | 1.63% | Q2 2013 | Q1 2018 | 19 |
Veracity Capital LLC | 7 | 1 | 0.01% | 0.07% | 0.14% | Q1 2020 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Sterling Capital Management LLC | 11 | 1 | 0.02% | 0.17% | 0.88% | Q3 2013 | Q3 2019 | 19 |
Trust Investment Advisors | 19 | 19 | 1.32% | 1.58% | 2.01% | Q2 2015 | Q4 2019 | 19 |
CENTRAL BANK & TRUST CO | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 19 |
Morris Capital Advisors, LLC | 19 | 19 | 0.19% | 0.30% | 0.41% | Q4 2015 | Q2 2020 | 19 |
FIRST MERCANTILE TRUST CO | 11 | 8 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q1 2020 | 19 |
Cutter & CO Brokerage, Inc. | 10 | 9 | 0.11% | 0.19% | 0.31% | Q1 2014 | Q4 2018 | 19 |
Concert Wealth Management Inc. | 17 | 17 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q2 2017 | 19 |
GoldenTree Asset Management | 19 | 19 | 1.06% | 4.85% | 11.93% | Q2 2013 | Q4 2017 | 19 |
Cribstone Capital Management, LLC | 12 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 19 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 1 | 0.00% | 0.08% | 0.32% | Q2 2016 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.13% | 0.49% | 0.89% | Q4 2018 | Q3 2023 | 19 |
FRED ALGER MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.19% | 0.75% | Q2 2013 | Q3 2021 | 19 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 4 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 19 |
Wealthfront Advisers LLC | 14 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 8 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q2 2018 | 19 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.02% | 0.16% | 0.46% | Q4 2018 | Q3 2023 | 19 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.04% | 0.21% | Q4 2013 | Q1 2022 | 18 |
Virtu Financial LLC | 7 | 1 | 0.02% | 0.11% | 0.28% | Q3 2013 | Q3 2023 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.03% | 0.18% | 1.45% | Q2 2014 | Q1 2023 | 18 |
BRISTOL JOHN W & CO INC /NY/ | 18 | 18 | 0.01% | 0.53% | 1.87% | Q2 2019 | Q3 2023 | 18 |
BP PLC | 5 | 1 | 0.01% | 0.10% | 0.46% | Q4 2013 | Q2 2021 | 18 |
Realta Investment Advisors | 14 | 4 | 0.05% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 18 |
GW&K Investment Management, LLC | 14 | 2 | 0.00% | 0.17% | 0.32% | Q1 2015 | Q3 2023 | 18 |
TOWNSQUARE CAPITAL LLC | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
NATIONAL INVESTMENT SERVICES INC /WI | 18 | 18 | 1.12% | 2.38% | 5.14% | Q2 2015 | Q3 2019 | 18 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.10% | 0.35% | Q2 2013 | Q4 2016 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 2 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 18 |
CX Institutional | 14 | 2 | 0.00% | 0.12% | 0.45% | Q2 2018 | Q3 2023 | 18 |
Redpoint Investment Management Pty Ltd | 10 | 8 | 0.02% | 0.03% | 0.11% | Q4 2017 | Q3 2022 | 18 |
PIN OAK INVESTMENT ADVISORS INC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Successful Portfolios LLC | 18 | 18 | 0.13% | 0.24% | 0.33% | Q4 2017 | Q1 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Belpointe Asset Management LLC | 13 | 1 | 0.01% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
Family Legacy, Inc. | 18 | 18 | 0.08% | 0.20% | 0.40% | Q4 2017 | Q1 2022 | 18 |
1834 INVESTMENT ADVISORS CO | 17 | 1 | 0.00% | 0.48% | 1.36% | Q2 2016 | Q1 2021 | 18 |
Meridian Wealth Management, LLC | 15 | 1 | 0.06% | 0.16% | 0.60% | Q3 2017 | Q3 2023 | 18 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.03% | 0.48% | 3.73% | Q1 2014 | Q3 2023 | 18 |
Shepherd Financial Partners LLC | 8 | 4 | 0.03% | 0.29% | 0.90% | Q4 2016 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 18 |
ICON ADVISERS INC/CO | 13 | 1 | 0.03% | 0.50% | 1.51% | Q2 2013 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q1 2019 | 18 |
DUBUQUE BANK & TRUST CO | 13 | 5 | 0.00% | 0.23% | 0.62% | Q1 2014 | Q1 2019 | 18 |
Wealthspire Advisors, L.P. | 17 | 1 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q3 2020 | 18 |
PT ASSET MANAGEMENT, LLC | 5 | 3 | 0.03% | 0.43% | 0.92% | Q4 2014 | Q1 2017 | 18 |
Rock Point Advisors, LLC | 14 | 4 | 1.05% | 1.42% | 1.82% | Q3 2016 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 12 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 16 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 18 |
Amici Capital, LLC | 14 | 14 | 0.18% | 1.27% | 2.42% | Q3 2013 | Q4 2016 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2021 | 18 |
Arete Wealth Advisors, LLC | 9 | 1 | 0.02% | 0.16% | 1.23% | Q4 2014 | Q3 2023 | 18 |
Stonebridge Capital Advisors LLC | 18 | 18 | 0.00% | 0.46% | 1.15% | Q2 2019 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.13% | 0.27% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Blume Capital Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 18 |
Winch Advisory Services, LLC | 15 | 1 | 0.00% | 0.13% | 1.13% | Q1 2014 | Q3 2023 | 18 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 18 | 18 | 0.03% | 0.07% | 0.19% | Q1 2014 | Q2 2018 | 18 |
Endurance Wealth Management, Inc. | 10 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 18 |
WMS Partners, LLC | 15 | 3 | 0.04% | 0.06% | 0.10% | Q2 2014 | Q1 2020 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q2 2017 | 18 |
WEALTHFRONT Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.15% | 1.14% | Q4 2015 | Q3 2023 | 18 |
Financial Architects, Inc | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q1 2019 | 17 |
Telemark Asset Management, LLC | 7 | 2 | 0.54% | 2.45% | 4.76% | Q2 2013 | Q2 2021 | 17 |
FIDUCIARY TRUST CO | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2022 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.13% | 0.54% | Q3 2014 | Q4 2018 | 17 |
Smith Affiliated Capital Corp. | 13 | 4 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
Merit Financial Group, LLC | 10 | 2 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 17 |
Parkwood LLC | 16 | 1 | 0.03% | 0.25% | 0.89% | Q4 2013 | Q2 2018 | 17 |
Numeric Investors LLC | 17 | 17 | 0.00% | 0.33% | 1.16% | Q2 2013 | Q2 2017 | 17 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 17 |
Phoenix Holdings Ltd. | 17 | 17 | 0.04% | 0.26% | 1.11% | Q3 2019 | Q3 2023 | 17 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 17 | 17 | 0.15% | 0.18% | 0.24% | Q1 2016 | Q1 2020 | 17 |
Financial Management Professionals, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2021 | 17 |
Global X Management CO LLC | 13 | 4 | 0.00% | 0.14% | 0.76% | Q1 2014 | Q2 2018 | 17 |
Brookstone Capital Management | 15 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.20% | 0.42% | Q4 2013 | Q2 2021 | 17 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 8 | 0.00% | 0.45% | 1.05% | Q4 2013 | Q1 2018 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.06% | 0.29% | Q4 2018 | Q3 2023 | 17 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.14% | Q4 2017 | Q3 2023 | 17 |
Beach Point Capital Management LP | 15 | 2 | 1.46% | 3.35% | 5.77% | Q1 2014 | Q3 2018 | 17 |
FIRST NATIONAL TRUST CO | 16 | 1 | 0.02% | 0.14% | 0.24% | Q3 2015 | Q4 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.26% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Penserra Capital Management LLC | 10 | 1 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 17 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.06% | 0.33% | 0.70% | Q4 2014 | Q2 2021 | 17 |
Beech Hill Advisors, Inc. | 17 | 17 | 0.12% | 2.05% | 3.60% | Q3 2017 | Q3 2021 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
BANK HAPOALIM BM | 12 | 2 | 0.06% | 0.18% | 0.39% | Q4 2014 | Q4 2019 | 17 |
AllSquare Wealth Management LLC | 10 | 7 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q4 2022 | 17 |
Stonehage Fleming Financial Services Holdings Ltd | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2021 | 17 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 8 | 4 | 0.10% | 0.78% | 1.76% | Q4 2013 | Q4 2019 | 17 |
First Personal Financial Services | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 17 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
TRUST CO OF VERMONT | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2021 | 17 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 2 | 0.02% | 0.06% | 0.15% | Q2 2014 | Q1 2020 | 17 |
Regent Investment Management LLC | 17 | 17 | 0.09% | 0.38% | 0.52% | Q2 2016 | Q2 2020 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Highlander Capital Management, LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.07% | 0.56% | Q1 2018 | Q1 2022 | 17 |
TOTH FINANCIAL ADVISORY CORP | 16 | 1 | 0.00% | 0.01% | 0.18% | Q4 2014 | Q3 2023 | 17 |
PrairieView Partners, LLC | 15 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 5 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q2 2017 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Pendal Group Ltd | 12 | 4 | 0.00% | 0.13% | 0.39% | Q2 2017 | Q4 2022 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
PDT Partners, LLC | 12 | 1 | 0.01% | 0.46% | 0.98% | Q2 2013 | Q3 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.01% | 0.20% | Q4 2019 | Q3 2023 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q4 2016 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.05% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 16 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 5 | 0.04% | 0.12% | 0.21% | Q2 2015 | Q2 2020 | 16 |
Capital Markets Trading UK LLP | 4 | 2 | 0.01% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 16 |
abrdn Investment Management Ltd | 16 | 16 | 0.26% | 1.17% | 1.94% | Q2 2013 | Q1 2017 | 16 |
CHICAGO EQUITY PARTNERS LLC | 10 | 2 | 0.01% | 0.50% | 1.22% | Q2 2013 | Q4 2018 | 16 |
Legg Mason Asset Management (Japan) Co., Ltd. | 16 | 16 | 0.52% | 0.80% | 1.03% | Q2 2013 | Q1 2017 | 16 |
KNOTT DAVID M | 16 | 16 | 0.24% | 0.96% | 1.39% | Q4 2015 | Q3 2019 | 16 |
Graham Capital Management, L.P. | 4 | 1 | 0.02% | 0.08% | 0.33% | Q4 2013 | Q2 2023 | 16 |
Linscomb & Williams, Inc. | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q1 2022 | 16 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 14 | 2 | 0.04% | 0.11% | 0.27% | Q4 2014 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 5 | 1 | 0.01% | 0.12% | 0.41% | Q4 2013 | Q3 2023 | 16 |
Freedom Investment Management, Inc. | 9 | 1 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 16 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 16 | 16 | 0.01% | 0.09% | 0.15% | Q3 2013 | Q2 2017 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.02% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Teza Capital Management LLC | 5 | 1 | 0.08% | 0.61% | 1.46% | Q1 2017 | Q3 2023 | 16 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2023 | 16 |
J. Goldman & Co LP | 3 | 1 | 0.16% | 0.63% | 1.42% | Q4 2013 | Q3 2023 | 16 |
Ballast, Inc. | 16 | 16 | 0.16% | 0.29% | 0.39% | Q4 2018 | Q3 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 12 | 2 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 16 |
M&R CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.08% | 0.17% | Q2 2016 | Q1 2020 | 16 |
PROFFITT & GOODSON INC | 16 | 16 | 0.00% | 0.01% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Mint Tower Capital Management B.V. | 5 | 2 | 0.00% | 0.26% | 0.98% | Q1 2018 | Q4 2019 | 16 |
ATALANTA SOSNOFF CAPITAL, LLC | 10 | 2 | 0.02% | 0.93% | 2.66% | Q1 2014 | Q1 2023 | 16 |
Front Row Advisors LLC | 9 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 16 |
Perigon Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 16 |
Redwood Investments, LLC | 16 | 16 | 0.00% | 0.76% | 1.64% | Q3 2013 | Q2 2017 | 16 |
RDA Financial Network | 8 | 4 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q3 2023 | 16 |
IFC Holdings Incorporated/FL | 16 | 16 | 0.02% | 0.13% | 0.53% | Q1 2014 | Q4 2017 | 16 |
COLUMBUS CIRCLE INVESTORS | 16 | 16 | 0.55% | 1.26% | 1.85% | Q2 2013 | Q1 2017 | 16 |
Archford Capital Strategies, LLC | 13 | 3 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 16 |
Assenagon Asset Management S.A. | 7 | 1 | 0.00% | 0.12% | 1.04% | Q4 2017 | Q3 2023 | 16 |
IFG Advisory, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.03% | 0.27% | 1.00% | Q4 2013 | Q3 2017 | 16 |
Symmetry Partners, LLC | 6 | 4 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q4 2023 | 16 |
Evercore Wealth Management, LLC | 15 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q1 2021 | 16 |
Onex Canada Asset Management Inc. | 9 | 1 | 0.15% | 1.93% | 4.50% | Q4 2014 | Q1 2020 | 16 |
WHITTIER TRUST CO | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CSat Investment Advisory, L.P. | 12 | 4 | 0.02% | 1.34% | 6.23% | Q2 2014 | Q1 2021 | 16 |
RBF Capital, LLC | 15 | 1 | 0.04% | 0.26% | 0.45% | Q2 2015 | Q3 2023 | 16 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.14% | 0.64% | 1.57% | Q4 2013 | Q4 2019 | 16 |
Shellback Capital, LP | 5 | 1 | 0.18% | 1.21% | 2.36% | Q4 2014 | Q4 2019 | 15 |
Cedar Brook Financial Partners, LLC | 15 | 15 | 0.08% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Horizon Kinetics | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 15 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 15 | 15 | 0.06% | 0.19% | 0.37% | Q3 2016 | Q1 2020 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Core Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Baker Ellis Asset Management LLC | 6 | 1 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q4 2019 | 15 |
NAN FUNG TRINITY (HK) Ltd | 15 | 15 | 1.23% | 4.20% | 7.75% | Q1 2020 | Q3 2023 | 15 |
Kistler-Tiffany Companies, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 15 |
WFG Advisors, LP | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Gallagher Fiduciary Advisors, LLC | 15 | 15 | 16.90% | 24.15% | 32.73% | Q1 2020 | Q3 2023 | 15 |
EVOKE WEALTH, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
LOWE BROCKENBROUGH & CO INC | 15 | 15 | 0.59% | 0.90% | 1.05% | Q2 2016 | Q4 2019 | 15 |
Secure Asset Management, LLC | 14 | 1 | 0.08% | 0.20% | 0.28% | Q4 2019 | Q3 2023 | 15 |
NuWave Investment Management, LLC | 6 | 1 | 0.00% | 0.39% | 1.28% | Q2 2014 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q4 2016 | 15 |
ZWJ INVESTMENT COUNSEL INC | 9 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2020 | 15 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 15 | 15 | 0.04% | 0.34% | 0.80% | Q2 2013 | Q4 2016 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q2 2022 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 1 | 0.04% | 0.56% | 1.43% | Q2 2015 | Q2 2021 | 15 |
Hartford Financial Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Stone Ridge Asset Management LLC | 9 | 1 | 0.02% | 0.29% | 1.15% | Q4 2014 | Q2 2020 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.03% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 15 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q1 2021 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.08% | 0.18% | Q1 2017 | Q3 2020 | 15 |
WASHINGTON TRUST BANK | 7 | 2 | 0.00% | 0.21% | 1.15% | Q4 2014 | Q1 2019 | 15 |
First Eagle Investment Management, LLC | 10 | 5 | 0.01% | 0.17% | 0.43% | Q2 2014 | Q2 2018 | 15 |
BREWIN DOLPHIN LTD | 10 | 5 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2021 | 15 |
Convergence Investment Partners, LLC | 5 | 1 | 0.02% | 0.36% | 0.57% | Q2 2013 | Q1 2020 | 15 |
NorthCoast Asset Management LLC | 11 | 1 | 0.04% | 2.02% | 5.44% | Q4 2013 | Q3 2021 | 15 |
Lee Financial Co | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
XPONANCE, INC. | 14 | 1 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 15 |
Taconic Capital Advisors LP | 9 | 9 | 0.00% | 0.44% | 1.52% | Q2 2013 | Q2 2015 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.05% | 0.10% | 0.31% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q4 2016 | 15 |
Capital Advisory Group Advisory Services, LLC | 15 | 15 | 0.10% | 0.25% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Ken Stern & Associates, Inc. | 15 | 15 | 0.19% | 0.23% | 0.31% | Q1 2015 | Q3 2018 | 15 |
First PREMIER Bank | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Sequoia Financial Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 14 | 1 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q2 2023 | 15 |
Clarius Group, LLC | 12 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 15 |
FNY Managed Accounts LLC | 5 | 1 | 0.00% | 0.12% | 0.52% | Q3 2013 | Q1 2018 | 15 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10 | 1 | 0.02% | 0.26% | 1.33% | Q3 2018 | Q3 2023 | 15 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 15 |
D.C. Capital Advisors, Ltd | 15 | 15 | 8.92% | 16.65% | 27.65% | Q2 2013 | Q4 2016 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 15 |
Royal Fund Management, LLC | 15 | 15 | 0.02% | 0.29% | 1.04% | Q1 2017 | Q3 2020 | 15 |
HONEYWELL INTERNATIONAL INC | 15 | 15 | 0.40% | 0.70% | 0.96% | Q2 2015 | Q4 2018 | 15 |
Bach Option Ltd | 2 | 1 | 0.09% | 0.26% | 0.47% | Q1 2016 | Q2 2019 | 15 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 15 | 15 | 0.08% | 0.18% | 0.44% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q1 2020 | 15 |
Mount Lucas Management LP | 7 | 2 | 0.74% | 2.20% | 4.76% | Q1 2014 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.07% | 0.15% | Q2 2016 | Q4 2019 | 15 |
CORNERSTONE ADVISORS INC | 9 | 6 | 0.11% | 0.22% | 0.31% | Q2 2014 | Q4 2018 | 15 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 12 | 12 | 0.09% | 0.98% | 1.98% | Q2 2017 | Q1 2020 | 15 |
Assured Investment Management LLC | 12 | 3 | 0.04% | 0.50% | 1.06% | Q1 2015 | Q4 2018 | 15 |
CI INVESTMENTS INC. | 9 | 2 | 0.00% | 0.08% | 0.34% | Q4 2014 | Q3 2023 | 15 |
Soltis Investment Advisors LLC | 15 | 15 | 0.06% | 0.39% | 0.80% | Q1 2020 | Q3 2023 | 15 |
DENALI ADVISORS LLC | 13 | 1 | 0.10% | 1.23% | 2.12% | Q1 2014 | Q3 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
HighMark Wealth Management LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Heritage Wealth Advisors | 8 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
WELCH CAPITAL PARTNERS LLC/NY | 15 | 15 | 2.13% | 3.21% | 3.72% | Q2 2016 | Q4 2019 | 15 |
HANCOCK WHITNEY CORP | 6 | 2 | 0.01% | 0.04% | 0.15% | Q4 2015 | Q4 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Woodson Capital Management, LP | 13 | 1 | 1.23% | 3.58% | 5.86% | Q4 2016 | Q2 2022 | 15 |
1st Global Advisors, Inc. | 15 | 15 | 0.04% | 0.08% | 0.16% | Q4 2013 | Q2 2017 | 15 |
NovaPoint Capital, LLC | 15 | 15 | 0.34% | 0.48% | 0.84% | Q1 2020 | Q3 2023 | 15 |
Sculati Wealth Management, LLC | 15 | 15 | 0.17% | 0.36% | 0.69% | Q1 2020 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q2 2022 | 15 |
Berkshire Hathaway | 15 | 15 | 0.19% | 1.58% | 2.00% | Q3 2016 | Q1 2020 | 15 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 15 | 15 | 0.78% | 1.80% | 2.71% | Q2 2013 | Q4 2016 | 15 |
PointState Capital LP | 7 | 1 | 0.00% | 0.76% | 3.83% | Q2 2013 | Q3 2021 | 15 |
ROCKEFELLER FINANCIAL SERVICES INC | 7 | 4 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2017 | 15 |
Qube Research & Technologies Ltd | 8 | 1 | 0.01% | 0.16% | 0.72% | Q3 2018 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.02% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 15 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 13 | 2 | 0.07% | 0.51% | 0.88% | Q3 2015 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FIRST MIDWEST BANK TRUST DIVISION | 12 | 3 | 0.04% | 0.19% | 0.34% | Q3 2013 | Q1 2018 | 15 |
All Terrain Financial Advisors, LLC | 15 | 15 | 0.12% | 0.35% | 0.48% | Q4 2017 | Q2 2021 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
BlueCrest Capital Management Ltd | 6 | 2 | 0.01% | 0.20% | 0.57% | Q4 2014 | Q3 2019 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 15 |
Wambolt & Associates, LLC | 15 | 15 | 0.20% | 0.36% | 0.63% | Q1 2020 | Q3 2023 | 15 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 14 | 1 | 0.01% | 3.02% | 5.10% | Q3 2013 | Q2 2017 | 15 |
Transamerica Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
B. Riley Wealth Management, Inc. | 6 | 4 | 0.00% | 0.14% | 0.69% | Q1 2014 | Q2 2022 | 14 |
KCM INVESTMENT ADVISORS LLC | 12 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2023 | 14 |
Homrich & Berg | 12 | 2 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q3 2021 | 14 |
Argent Advisors, Inc. | 9 | 2 | 0.13% | 0.28% | 0.41% | Q4 2019 | Q3 2023 | 14 |
CLEAR INVESTMENT RESEARCH, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 9 | 5 | 0.03% | 0.12% | 0.32% | Q2 2013 | Q1 2018 | 14 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.04% | 0.25% | 0.83% | Q3 2013 | Q4 2019 | 14 |
DENVER INVESTMENT ADVISORS LLC | 9 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q1 2017 | 14 |
Blue Chip Partners, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
GLG LLC | 11 | 3 | 0.04% | 0.11% | 0.17% | Q1 2014 | Q4 2017 | 14 |
ATLAS CAPITAL ADVISORS LLC | 8 | 6 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 14 |
Affiance Financial, LLC | 14 | 14 | 0.15% | 0.25% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.00% | 0.08% | 0.23% | Q1 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Balentine LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 14 |
Carl P. Sherr & Co., LLC | 13 | 1 | 0.19% | 0.38% | 0.70% | Q1 2020 | Q3 2023 | 14 |
CYPRESS ASSET MANAGEMENT INC/TX | 14 | 14 | 0.06% | 0.19% | 0.28% | Q3 2016 | Q4 2019 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.22% | 0.43% | 0.65% | Q1 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 14 |
Sonora Investment Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 14 |
HC Advisors, LLC | 11 | 1 | 0.15% | 0.21% | 0.41% | Q4 2019 | Q3 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HBK Sorce Advisory LLC | 10 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Banco Santander, S.A. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 14 |
COURIER CAPITAL LLC | 8 | 1 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q4 2019 | 14 |
Liberty Capital Management, Inc. | 14 | 14 | 0.48% | 0.81% | 0.98% | Q4 2016 | Q1 2020 | 14 |
Coronation Fund Managers Ltd. | 14 | 14 | 0.11% | 0.35% | 0.81% | Q3 2016 | Q4 2019 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Darsana Capital Partners LP | 8 | 8 | 0.47% | 4.91% | 9.41% | Q4 2014 | Q3 2016 | 14 |
CLINTON GROUP INC | 8 | 1 | 0.06% | 0.21% | 0.85% | Q1 2014 | Q2 2018 | 14 |
Jolley Asset Management, LLC | 14 | 14 | 2.64% | 3.06% | 3.56% | Q3 2016 | Q4 2019 | 14 |
Covalent Partners LLC | 14 | 14 | 2.07% | 5.40% | 11.48% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2017 | 14 |
Hillsdale Investment Management Inc. | 11 | 3 | 0.00% | 0.06% | 0.17% | Q4 2015 | Q4 2019 | 14 |
Avion Wealth | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Artemis Investment Management LLP | 6 | 1 | 0.09% | 0.32% | 0.94% | Q3 2014 | Q1 2023 | 14 |
Summit X, LLC | 14 | 14 | 0.15% | 0.30% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Invst, LLC | 14 | 14 | 0.14% | 0.20% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Mizuho Securities Co. Ltd. | 11 | 1 | 0.00% | 0.35% | 3.65% | Q1 2019 | Q2 2023 | 14 |
Concourse Capital Management, LLC | 11 | 11 | 0.61% | 3.91% | 7.51% | Q4 2013 | Q2 2016 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q1 2019 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2016 | 14 |
NATIONAL PLANNING CORP | 9 | 5 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2017 | 14 |
WHITEBOX ADVISORS LLC | 7 | 1 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 14 |
MILES CAPITAL, INC. | 14 | 14 | 0.13% | 0.33% | 0.81% | Q4 2016 | Q1 2020 | 14 |
MERIDIAN INVESTMENT COUNSEL INC. | 14 | 14 | 0.16% | 0.33% | 0.37% | Q1 2017 | Q2 2020 | 14 |
Kendall Capital Management | 14 | 14 | 0.16% | 1.00% | 1.77% | Q4 2017 | Q1 2021 | 14 |
Regent Peak Wealth Advisors LLC | 13 | 1 | 0.06% | 0.17% | 0.41% | Q4 2019 | Q2 2023 | 14 |
Arlington Partners LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
BREMER TRUST NATIONAL ASSOCIATION | 14 | 14 | 0.15% | 0.53% | 0.79% | Q3 2015 | Q4 2018 | 14 |
Narwhal Capital Management | 14 | 14 | 0.11% | 0.18% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Triton Wealth Management, PLLC | 14 | 14 | 0.17% | 0.43% | 1.39% | Q2 2020 | Q3 2023 | 14 |
New Jersey Better Educational Savings Trust | 7 | 2 | 0.28% | 0.45% | 0.55% | Q1 2015 | Q4 2019 | 13 |
Jaffetilchin Investment Partners, LLC | 6 | 2 | 0.02% | 0.17% | 0.48% | Q4 2013 | Q3 2021 | 13 |
Tidal Investments LLC | 13 | 13 | 0.02% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 13 |
NCM CAPITAL MANAGEMENT GROUP INC | 13 | 13 | 0.92% | 1.53% | 1.90% | Q3 2013 | Q3 2016 | 13 |
Calvert Investment Management, Inc. | 13 | 13 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q4 2016 | 13 |
Daiwa SB Investments Ltd. | 13 | 13 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q1 2019 | 13 |
Visium Asset Management, LP | 9 | 1 | 0.00% | 0.13% | 0.26% | Q4 2013 | Q2 2016 | 13 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.03% | 0.29% | 0.86% | Q1 2015 | Q2 2020 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.04% | 0.67% | 1.63% | Q2 2013 | Q3 2023 | 13 |
NCM Capital Advisers, Inc. | 13 | 13 | 0.37% | 1.72% | 2.33% | Q3 2013 | Q3 2016 | 13 |
FRIESS ASSOCIATES LLC | 6 | 3 | 1.21% | 1.51% | 1.90% | Q4 2014 | Q3 2019 | 13 |
Ironwood Financial, llc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Waverton Investment Management Ltd | 13 | 13 | 0.07% | 0.11% | 0.15% | Q2 2014 | Q2 2017 | 13 |
Bison Wealth, LLC | 7 | 1 | 0.05% | 0.13% | 0.19% | Q4 2015 | Q3 2023 | 13 |
OAKMONT Corp | 13 | 13 | 3.05% | 5.73% | 9.27% | Q2 2013 | Q2 2016 | 13 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.01% | 0.15% | 0.67% | Q2 2015 | Q3 2021 | 13 |
GFG Capital, LLC | 13 | 13 | 0.04% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Pegasus Partners Ltd. | 11 | 2 | 0.15% | 0.31% | 0.58% | Q4 2015 | Q4 2019 | 13 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 2 | 0.02% | 0.30% | 0.70% | Q4 2013 | Q4 2019 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 10 | 3 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2019 | 13 |
DARRELL & KING LLC | 10 | 3 | 2.90% | 5.04% | 6.84% | Q2 2017 | Q4 2020 | 13 |
INVERNESS COUNSEL LLC /NY/ | 10 | 3 | 0.01% | 0.11% | 0.26% | Q3 2017 | Q3 2021 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q4 2019 | 13 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 13 | 13 | 0.10% | 0.18% | 0.21% | Q2 2016 | Q2 2019 | 13 |
ALLEGHANY CORP /DE | 9 | 4 | 0.45% | 1.54% | 3.56% | Q4 2014 | Q4 2019 | 13 |
Parametrica Management Ltd | 11 | 1 | 0.29% | 2.21% | 5.56% | Q3 2017 | Q4 2022 | 13 |
Ninety One UK Ltd | 13 | 13 | 0.00% | 0.56% | 0.94% | Q3 2017 | Q3 2020 | 13 |
AustralianSuper Pty Ltd | 10 | 3 | 0.03% | 0.11% | 0.34% | Q4 2018 | Q3 2023 | 13 |
Fortis Advisors, LLC | 13 | 13 | 0.04% | 0.10% | 0.25% | Q4 2017 | Q4 2020 | 13 |
TD Capital Management LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Meiji Yasuda Asset Management Co Ltd. | 5 | 4 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q4 2019 | 13 |
TFO Wealth Partners, LLC | 4 | 2 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 6 | 0.01% | 0.50% | 1.48% | Q2 2013 | Q2 2018 | 13 |
Zurich Insurance Group Ltd/FI | 12 | 1 | 0.02% | 0.14% | 0.89% | Q3 2015 | Q3 2019 | 13 |
Mariner Wealth Advisors-Cincinnati, LLC | 10 | 1 | 0.01% | 0.35% | 1.36% | Q4 2014 | Q3 2018 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 1 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q4 2022 | 13 |
CYPRESS FUNDS LLC | 13 | 13 | 4.14% | 7.01% | 11.39% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 12 | 1 | 0.02% | 1.46% | 1.80% | Q1 2017 | Q1 2021 | 13 |
Airain ltd | 8 | 1 | 0.08% | 0.47% | 0.89% | Q2 2013 | Q2 2017 | 13 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 3 | 0.02% | 0.05% | 0.13% | Q4 2013 | Q1 2019 | 13 |
Keystone Financial Group | 6 | 1 | 0.04% | 0.08% | 0.22% | Q4 2017 | Q2 2023 | 13 |
Capula Management Ltd | 4 | 1 | 0.00% | 0.45% | 1.30% | Q2 2019 | Q1 2023 | 13 |
CAXTON ASSOCIATES LP | 7 | 1 | 0.01% | 0.35% | 1.06% | Q2 2013 | Q3 2019 | 13 |
Mizuho Asset Management Co.,Ltd. | 13 | 13 | 0.01% | 0.40% | 1.22% | Q3 2013 | Q3 2016 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Ellis Investment Partners, LLC | 11 | 2 | 0.01% | 0.06% | 0.17% | Q1 2020 | Q3 2023 | 13 |
KMG FIDUCIARY PARTNERS, LLC | 13 | 13 | 0.24% | 0.51% | 0.76% | Q3 2020 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
PHH Investments, Ltd. | 13 | 13 | 0.30% | 0.40% | 0.53% | Q4 2016 | Q4 2019 | 13 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.30% | 0.88% | 1.60% | Q2 2013 | Q2 2023 | 13 |
Venture Visionary Partners LLC | 8 | 1 | 0.02% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 13 |
Wealth Management Partners, LLC | 12 | 12 | 0.00% | 0.29% | 0.39% | Q4 2020 | Q3 2023 | 13 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.27% | 0.41% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.10% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TIAA CREF TRUST CO FSB/MO | 12 | 12 | 0.02% | 0.08% | 0.14% | Q2 2014 | Q1 2017 | 12 |
BIEGEL & WALLER LLC | 12 | 12 | 3.18% | 5.59% | 8.04% | Q4 2016 | Q3 2019 | 12 |
DG CAPITAL MANAGEMENT INC | 12 | 12 | 1.38% | 2.02% | 2.30% | Q2 2013 | Q1 2016 | 12 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 12 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 12 | 0.17% | 1.17% | 1.86% | Q4 2013 | Q3 2016 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.09% | 0.34% | Q1 2017 | Q1 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2021 | 12 |
SeaBridge Investment Advisors LLC | 6 | 2 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q1 2020 | 12 |
SHAKER INVESTMENTS LLC/OH | 11 | 1 | 0.23% | 0.93% | 1.51% | Q1 2014 | Q2 2023 | 12 |
Virtus Fund Advisers, LLC | 10 | 2 | 0.13% | 0.62% | 1.06% | Q2 2014 | Q4 2017 | 12 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.06% | 0.46% | Q4 2013 | Q3 2021 | 12 |
Cypress Capital Group | 8 | 1 | 0.06% | 0.09% | 0.11% | Q2 2015 | Q2 2020 | 12 |
ClearBridge Investments | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2020 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q3 2017 | 12 |
Norman Fields, Gottscho Capital Management, LLC | 12 | 12 | 1.85% | 2.41% | 2.70% | Q1 2017 | Q4 2019 | 12 |
EJF Capital LLC | 11 | 11 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 12 |
Ifrah Financial Services, Inc. | 12 | 12 | 0.12% | 0.15% | 0.19% | Q3 2013 | Q2 2016 | 12 |
Nicholas Investment Partners, LP | 9 | 1 | 0.07% | 0.40% | 0.60% | Q3 2013 | Q1 2021 | 12 |
Cupps Capital Management, LLC | 12 | 12 | 0.13% | 0.35% | 0.82% | Q2 2013 | Q1 2016 | 12 |
DUNCKER STREETT & CO INC | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2022 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.14% | 0.23% | 0.32% | Q3 2013 | Q2 2016 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 3 | 0.09% | 0.34% | 0.68% | Q2 2018 | Q3 2021 | 12 |
Archon Partners LLC | 9 | 1 | 0.26% | 1.57% | 2.11% | Q2 2013 | Q1 2018 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 12 |
GRATRY & Co LLC | 12 | 12 | 0.14% | 0.24% | 0.34% | Q1 2015 | Q4 2017 | 12 |
Westover Capital Advisors, LLC | 12 | 12 | 0.37% | 0.64% | 0.96% | Q2 2017 | Q1 2020 | 12 |
Wellington Shields Capital Management, LLC | 4 | 1 | 0.01% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Stelac Advisory Services LLC | 8 | 1 | 0.03% | 0.15% | 0.38% | Q2 2016 | Q1 2022 | 12 |
Gerstein Fisher | 12 | 12 | 0.02% | 0.08% | 0.11% | Q4 2013 | Q3 2016 | 12 |
TOBAM | 8 | 4 | 0.00% | 0.01% | 0.09% | Q2 2020 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.12% | 0.30% | 0.70% | Q4 2015 | Q3 2023 | 12 |
Capital International, Inc./CA/ | 12 | 12 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 6 | 6 | 0.12% | 0.18% | 0.27% | Q1 2014 | Q1 2017 | 12 |
Frontier Wealth Management LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Cognios Capital, LLC | 10 | 2 | 0.08% | 0.35% | 0.75% | Q3 2014 | Q3 2017 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.15% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Janney Capital Management LLC | 12 | 12 | 0.56% | 0.73% | 1.23% | Q1 2017 | Q4 2019 | 12 |
Marathon Trading Investment Management LLC | 9 | 1 | 0.01% | 0.11% | 0.28% | Q3 2014 | Q2 2020 | 12 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.27% | Q1 2018 | Q2 2022 | 12 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 6 | 0.04% | 0.07% | 0.14% | Q3 2015 | Q3 2019 | 12 |
USS Investment Management Ltd | 9 | 1 | 0.00% | 0.08% | 0.28% | Q4 2018 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2019 | 12 |
AHL Partners LLP | 9 | 3 | 0.01% | 0.14% | 0.41% | Q3 2014 | Q4 2017 | 12 |
RAY GERALD L & ASSOCIATES LTD | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q3 2017 | 12 |
LBA Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
WINTON GROUP Ltd | 4 | 1 | 0.00% | 0.06% | 0.24% | Q4 2016 | Q1 2023 | 12 |
RAINIER INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.07% | 0.47% | 0.83% | Q2 2013 | Q3 2017 | 12 |
Credit Capital Investments LLC | 8 | 1 | 0.32% | 2.99% | 8.44% | Q1 2015 | Q2 2022 | 12 |
NorthRock Partners, LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 12 |
AlphaCrest Capital Management LLC | 8 | 4 | 0.10% | 0.21% | 0.30% | Q2 2019 | Q3 2022 | 12 |
Cypress Capital Management LLC (WY) | 11 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q4 2018 | 12 |
PARK NATIONAL CORP /OH/ | 12 | 12 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2023 | 12 |
Laurel Wealth Advisors, Inc. | 10 | 2 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q3 2019 | 12 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 7 | 1 | 0.56% | 1.14% | 1.86% | Q3 2013 | Q4 2019 | 12 |
Wellesley Investment Partners, LLC | 12 | 12 | 0.16% | 0.30% | 0.38% | Q2 2017 | Q1 2020 | 12 |
Simmons Bank | 11 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 12 |
Capital International Sarl | 12 | 12 | 0.04% | 0.19% | 0.50% | Q4 2020 | Q3 2023 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.26% | 0.40% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.23% | 0.45% | 0.89% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.12% | 0.23% | 0.47% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.16% | 0.31% | 0.63% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.13% | 0.27% | 0.54% | Q4 2016 | Q3 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2021 | 12 |
McIlrath & Eck, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
TIAA, FSB | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
CARILLON TOWER ADVISERS, INC. | 9 | 3 | 0.02% | 0.08% | 0.24% | Q4 2017 | Q4 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q1 2016 | 12 |
Shay Capital LLC | 7 | 1 | 0.01% | 0.11% | 0.44% | Q4 2020 | Q2 2023 | 12 |
Kovack Advisors, Inc. | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q2 2023 | 12 |
Banco de Sabadell, S.A | 7 | 5 | 0.00% | 0.49% | 0.92% | Q4 2017 | Q4 2020 | 12 |
Providence Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Avitas Wealth Management LLC | 12 | 12 | 0.50% | 0.70% | 0.83% | Q2 2018 | Q1 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Selective Wealth Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GENERAL ELECTRIC CO | 12 | 12 | 0.00% | 0.31% | 0.62% | Q3 2013 | Q2 2016 | 12 |
FIRST AMERICAN TRUST, FSB | 12 | 12 | 0.56% | 0.94% | 1.34% | Q2 2013 | Q1 2016 | 12 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 3 | 0.02% | 0.86% | 2.16% | Q3 2015 | Q3 2018 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
III Capital Management | 12 | 12 | 0.03% | 0.16% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.07% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 12 |
Gleason Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Provident Wealth Management, LLC | 11 | 11 | 0.12% | 0.28% | 0.49% | Q2 2020 | Q4 2022 | 11 |
ADVISORY RESEARCH INC | 10 | 1 | 0.00% | 0.05% | 0.13% | Q1 2014 | Q4 2019 | 11 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.35% | 1.64% | Q4 2014 | Q3 2021 | 11 |
Circle Wealth Management, LLC | 6 | 5 | 0.01% | 0.17% | 0.38% | Q1 2019 | Q3 2023 | 11 |
Blue Clay Capital Management, LLC | 7 | 7 | 0.33% | 1.41% | 3.79% | Q4 2014 | Q2 2016 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.11% | 0.14% | 0.17% | Q3 2013 | Q1 2016 | 11 |
Soros Fund Management | 5 | 1 | 0.01% | 0.50% | 1.66% | Q2 2013 | Q4 2016 | 11 |
Addison Advisors LLC | 10 | 1 | 0.11% | 0.35% | 0.69% | Q4 2020 | Q3 2023 | 11 |
Red Spruce Capital, LLC | 10 | 1 | 0.87% | 1.05% | 1.35% | Q4 2019 | Q4 2023 | 11 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.01% | 0.15% | 0.47% | Q4 2020 | Q3 2023 | 11 |
Olympiad Research LP | 8 | 1 | 0.09% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 11 |
BANK OF HAWAII | 10 | 1 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q3 2018 | 11 |
MSD Partners, L.P. | 11 | 11 | 0.90% | 1.56% | 2.44% | Q3 2013 | Q1 2016 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
InTrack Investment Management Inc | 11 | 11 | 0.19% | 0.73% | 1.24% | Q2 2021 | Q4 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.32% | 0.44% | 0.56% | Q1 2021 | Q3 2023 | 11 |
CMT Asset Management Ltd | 3 | 1 | 0.02% | 0.07% | 0.20% | Q2 2014 | Q3 2017 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Semmax Financial Advisors Inc. | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.06% | 0.22% | Q4 2022 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 8 | 3 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 11 |
TUCKER ASSET MANAGEMENT LLC | 7 | 4 | 0.00% | 0.02% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Centric Wealth Management | 7 | 4 | 0.39% | 0.62% | 0.83% | Q4 2018 | Q3 2021 | 11 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.02% | 0.13% | Q2 2018 | Q2 2023 | 11 |
Braun-Bostich & Associates Inc. | 11 | 11 | 0.02% | 0.31% | 0.69% | Q4 2017 | Q2 2020 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.07% | 0.19% | Q4 2015 | Q3 2023 | 11 |
Price Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Navalign, LLC | 11 | 11 | 0.18% | 0.24% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Townsend & Associates, Inc | 11 | 11 | 0.74% | 1.67% | 2.26% | Q1 2018 | Q3 2020 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 11 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q1 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.12% | 0.15% | Q4 2017 | Q2 2020 | 11 |
AXIOM INVESTORS LLC /DE | 10 | 1 | 0.77% | 1.41% | 2.23% | Q2 2013 | Q1 2017 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 2.20% | 2.89% | 3.46% | Q2 2013 | Q4 2015 | 11 |
Pearl River Capital, LLC | 5 | 1 | 0.05% | 0.36% | 0.80% | Q4 2018 | Q2 2023 | 11 |
IVORY INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.11% | 0.81% | 2.36% | Q2 2013 | Q1 2018 | 11 |
FIRST INTERSTATE BANK | 5 | 1 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q1 2020 | 11 |
Appaloosa Management | 11 | 11 | 1.94% | 4.23% | 9.52% | Q2 2013 | Q4 2015 | 11 |
Vantage Financial Partners Ltd., Inc. | 10 | 1 | 0.14% | 0.18% | 0.26% | Q1 2017 | Q4 2019 | 11 |
SCOUT INVESTMENTS, INC. | 7 | 4 | 0.16% | 0.47% | 1.49% | Q1 2020 | Q3 2023 | 11 |
Kemnay Advisory Services Inc. | 4 | 1 | 0.28% | 0.84% | 3.50% | Q1 2014 | Q3 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 11 |
Cascade Investment Advisors, Inc. | 11 | 11 | 0.57% | 0.91% | 1.14% | Q1 2018 | Q3 2020 | 11 |
Traynor Capital Management, Inc. | 10 | 1 | 0.06% | 0.11% | 0.14% | Q4 2016 | Q3 2019 | 11 |
AMERICAN NATIONAL BANK | 10 | 1 | 0.00% | 1.09% | 1.76% | Q4 2016 | Q2 2020 | 11 |
Hudson Value Partners, LLC | 11 | 11 | 0.36% | 0.44% | 0.58% | Q4 2020 | Q2 2023 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 11 |
BOENNING & SCATTERGOOD, INC. | 6 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2022 | 11 |
NWAM LLC | 4 | 1 | 0.02% | 0.07% | 0.33% | Q2 2012 | Q3 2023 | 11 |
DSC Advisors, L.P. | 8 | 8 | 0.20% | 1.62% | 5.60% | Q1 2018 | Q4 2019 | 11 |
Sciencast Management LP | 2 | 1 | 0.13% | 0.58% | 1.07% | Q1 2017 | Q3 2023 | 11 |
PartnerRe Asset Management CORP | 11 | 11 | 0.09% | 0.12% | 0.14% | Q3 2013 | Q1 2016 | 11 |
Lafayette Investments | 11 | 11 | 0.24% | 0.74% | 1.40% | Q1 2018 | Q3 2020 | 11 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Allen Investment Management, LLC | 7 | 2 | 0.02% | 0.18% | 0.40% | Q2 2013 | Q4 2016 | 11 |
Baskin Financial Services Inc. | 11 | 11 | 1.40% | 1.84% | 2.12% | Q2 2017 | Q4 2019 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 2 | 0.00% | 0.15% | 0.74% | Q3 2013 | Q3 2017 | 11 |
MARSICO CAPITAL MANAGEMENT LLC | 9 | 2 | 0.18% | 1.12% | 2.90% | Q1 2014 | Q3 2023 | 11 |
Mirador Capital Partners LP | 10 | 1 | 1.00% | 1.13% | 1.46% | Q1 2016 | Q4 2018 | 11 |
Ninety One North America, Inc. | 11 | 11 | 0.08% | 0.23% | 0.48% | Q3 2017 | Q1 2020 | 11 |
Quinn Opportunity Partners LLC | 6 | 2 | 0.04% | 0.71% | 1.42% | Q4 2014 | Q3 2023 | 11 |
HighVista Strategies LLC | 5 | 1 | 0.07% | 0.26% | 0.93% | Q4 2013 | Q2 2019 | 11 |
TD Securities (USA) LLC | 11 | 11 | 0.08% | 0.16% | 0.22% | Q3 2013 | Q1 2016 | 11 |
CMT Capital Markets Trading GmbH | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.29% | 0.61% | Q4 2015 | Q2 2023 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Wealth Management Advisory Group, LLC | 9 | 1 | 0.03% | 0.14% | 0.21% | Q4 2017 | Q2 2023 | 11 |
AT Bancorp | 10 | 1 | 0.21% | 0.36% | 1.09% | Q1 2015 | Q1 2019 | 11 |
SOUND SHORE MANAGEMENT INC /CT/ | 11 | 11 | 2.34% | 2.98% | 3.61% | Q2 2017 | Q4 2019 | 11 |
SII INVESTMENTS INC/WI | 8 | 3 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q2 2017 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 11 | 11 | 0.56% | 1.54% | 2.76% | Q2 2013 | Q4 2015 | 11 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 5 | 0.07% | 0.76% | 1.84% | Q4 2015 | Q3 2021 | 11 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.02% | 0.29% | 0.67% | Q1 2015 | Q2 2019 | 11 |
First Pacific Advisors, LP | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2018 | 11 |
FAGAN ASSOCIATES, INC. | 5 | 2 | 0.61% | 0.97% | 1.45% | Q4 2015 | Q3 2021 | 11 |
CHUBB CORP | 11 | 11 | 1.23% | 2.13% | 3.27% | Q2 2013 | Q4 2015 | 11 |
West Oak Capital, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2022 | 11 |
EverPoint Asset Management, LLC | 4 | 3 | 0.06% | 0.15% | 0.28% | Q2 2014 | Q1 2016 | 11 |
RWC Asset Management LLP | 7 | 1 | 0.02% | 0.24% | 1.28% | Q2 2013 | Q1 2018 | 11 |
Brown Advisory Securities, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q4 2019 | 11 |
Pineno Levin & Ford Asset Management, Inc. | 11 | 11 | 0.37% | 1.08% | 1.22% | Q4 2017 | Q2 2020 | 11 |
Perella Weinberg Partners Capital Management LP | 4 | 1 | 0.19% | 0.72% | 2.24% | Q2 2013 | Q4 2017 | 11 |
Princeton Alpha Management LP | 9 | 1 | 0.07% | 0.43% | 0.89% | Q4 2013 | Q1 2017 | 11 |
Ninety One SA (PTY) Ltd | 11 | 11 | 0.40% | 0.79% | 1.13% | Q3 2017 | Q1 2020 | 11 |
Private Ocean, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 10 |
Invictus RG Pte. Ltd. | 10 | 10 | 0.08% | 0.37% | 0.55% | Q2 2013 | Q3 2015 | 10 |
ARGONAUT CAPITAL MANAGEMENT CORP | 10 | 10 | 0.60% | 4.15% | 10.85% | Q2 2013 | Q3 2015 | 10 |
Global Endowment Management, LP | 8 | 2 | 0.04% | 0.05% | 0.11% | Q4 2016 | Q2 2019 | 10 |
Lumina Fund Management LLC | 10 | 10 | 0.03% | 0.07% | 0.28% | Q2 2016 | Q3 2018 | 10 |
Spectrum Financial Alliance Ltd LLC | 6 | 4 | 0.02% | 1.65% | 3.94% | Q1 2018 | Q2 2021 | 10 |
RIVER GLOBAL INVESTORS LLP | 10 | 10 | 0.04% | 0.30% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.05% | 0.10% | Q2 2010 | Q3 2023 | 10 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 1 | 0.01% | 0.16% | 0.72% | Q1 2018 | Q1 2023 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
CAPITAL ADVISORS INC/OK | 8 | 1 | 0.01% | 0.59% | 0.77% | Q4 2017 | Q2 2023 | 10 |
OXFORD ASSET MANAGEMENT LLP | 7 | 3 | 0.02% | 0.10% | 0.27% | Q1 2017 | Q4 2019 | 10 |
TIDE POINT CAPITAL MANAGEMENT, LP | 5 | 3 | 1.31% | 3.23% | 6.76% | Q4 2014 | Q1 2018 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.10% | 0.29% | 0.49% | Q4 2015 | Q1 2018 | 10 |
SCHWARTZ INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.83% | 1.68% | Q1 2018 | Q2 2020 | 10 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.14% | 0.17% | 0.23% | Q4 2013 | Q1 2016 | 10 |
GAM SYSTEMATIC LLP | 8 | 2 | 0.05% | 0.25% | 0.46% | Q4 2014 | Q3 2017 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.56% | 1.01% | Q3 2014 | Q4 2016 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.09% | 0.22% | 0.52% | Q2 2019 | Q3 2021 | 10 |
CHICAGO TRUST Co NA | 6 | 1 | 0.05% | 0.09% | 0.17% | Q2 2019 | Q4 2022 | 10 |
BECK CAPITAL MANAGEMENT, LLC | 10 | 10 | 1.00% | 1.69% | 2.55% | Q4 2013 | Q1 2016 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 10 |
IMS Capital Management | 10 | 10 | 0.54% | 0.66% | 0.88% | Q4 2020 | Q1 2023 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 10 | 0.11% | 0.19% | 0.23% | Q4 2017 | Q1 2020 | 10 |
Amundi | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Independent Portfolio Consultants, Inc. | 7 | 3 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q2 2017 | 10 |
Elgethun Capital Management | 10 | 10 | 0.27% | 0.76% | 0.95% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 2 | 1 | 0.03% | 0.73% | 4.78% | Q4 2013 | Q3 2020 | 10 |
Scott & Selber, Inc. | 6 | 2 | 1.14% | 1.91% | 3.07% | Q4 2013 | Q4 2018 | 10 |
Versor Investments LP | 8 | 1 | 0.03% | 0.21% | 0.56% | Q4 2017 | Q3 2022 | 10 |
Trinity Legacy Partners, LLC | 6 | 1 | 0.00% | 0.28% | 0.71% | Q4 2019 | Q2 2022 | 10 |
SELZ CAPITAL LLC | 9 | 1 | 0.52% | 2.28% | 3.45% | Q2 2013 | Q3 2017 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.08% | 0.12% | 0.17% | Q1 2017 | Q2 2019 | 10 |
Canal Capital Management, LLC | 7 | 3 | 0.21% | 0.70% | 1.03% | Q1 2017 | Q1 2020 | 10 |
Kalos Management, Inc. | 8 | 1 | 0.03% | 0.66% | 1.15% | Q4 2015 | Q1 2023 | 10 |
SNOW CAPITAL MANAGEMENT LP | 10 | 10 | 0.01% | 0.17% | 0.64% | Q4 2018 | Q1 2021 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
BRIDGES INVESTMENT MANAGEMENT INC | 10 | 10 | 0.01% | 0.30% | 0.61% | Q4 2018 | Q1 2021 | 10 |
AFAM CAPITAL, INC. | 10 | 10 | 0.58% | 0.69% | 0.89% | Q2 2016 | Q3 2018 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.04% | 0.15% | Q4 2015 | Q3 2023 | 10 |
AGF INVESTMENTS INC. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 10 |
FISHMAN JAY A LTD/MI | 8 | 2 | 0.06% | 0.18% | 0.34% | Q4 2014 | Q2 2017 | 10 |
Meiji Yasuda Life Insurance Co | 5 | 1 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2020 | 10 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.01% | 0.11% | 0.48% | Q2 2016 | Q3 2020 | 10 |
Chescapmanager LLC | 3 | 1 | 0.18% | 1.27% | 2.57% | Q1 2019 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
MADISON INVESTMENT HOLDINGS INC | 10 | 10 | 0.09% | 0.18% | 0.38% | Q2 2017 | Q3 2019 | 10 |
NORTHPOINTE CAPITAL LLC | 10 | 10 | 0.13% | 0.27% | 0.46% | Q1 2014 | Q2 2016 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Global Financial Private Capital, Inc | 10 | 10 | 0.00% | 0.11% | 0.16% | Q1 2018 | Q2 2020 | 10 |
LOGAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Gs Investments, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 6 | 1 | 0.02% | 0.36% | 0.78% | Q4 2018 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 10 |
Holistic Financial Partners | 8 | 2 | 0.01% | 0.15% | 0.22% | Q4 2017 | Q1 2022 | 10 |
Foresight Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2020 | 10 |
COZAD ASSET MANAGEMENT INC | 8 | 2 | 0.17% | 0.38% | 0.86% | Q2 2018 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DUALITY ADVISERS, LP | 4 | 1 | 0.04% | 0.16% | 0.37% | Q1 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.35% | 0.53% | Q2 2021 | Q3 2023 | 10 |
Bell Rock Capital LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q1 2019 | 10 |
Walleye Capital LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.02% | 0.05% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Windsor Creek Advisors, LLC | 9 | 9 | 0.07% | 0.22% | 0.60% | Q1 2019 | Q1 2021 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q2 2022 | 10 |
Trek Financial, LLC | 8 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
DEERE & CO | 9 | 1 | 0.09% | 0.21% | 0.29% | Q1 2014 | Q3 2016 | 10 |
NICOLET ADVISORY SERVICES, LLC | 8 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Wealth Dimensions Group, Ltd. | 6 | 4 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 10 |
Cinctive Capital Management LP | 8 | 2 | 0.21% | 0.31% | 0.46% | Q1 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Candlestick Capital Management LP | 4 | 1 | 0.14% | 0.38% | 1.03% | Q1 2021 | Q3 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Selway Asset Management | 9 | 1 | 0.00% | 0.78% | 1.00% | Q1 2018 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Crew Capital Management, Ltd. | 10 | 10 | 0.29% | 0.75% | 1.20% | Q1 2021 | Q2 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2017 | 10 |
Edgestream Partners, L.P. | 4 | 2 | 0.02% | 0.23% | 0.90% | Q1 2018 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SUFFOLK CAPITAL MANAGEMENT LLC | 4 | 1 | 0.03% | 1.27% | 1.90% | Q2 2013 | Q4 2018 | 10 |
Nadler Financial Group, Inc. | 3 | 1 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q4 2019 | 10 |
Glaxis Capital Management, LLC | 6 | 1 | 1.03% | 4.58% | 11.11% | Q2 2013 | Q3 2019 | 10 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
OFI Advisors LLC | 9 | 9 | 0.20% | 0.22% | 0.26% | Q3 2013 | Q3 2015 | 9 |
FrontFour Capital Group LLC | 8 | 1 | 0.66% | 2.38% | 4.75% | Q4 2013 | Q1 2017 | 9 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.05% | 0.16% | Q3 2020 | Q3 2023 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 2 | 0.10% | 0.49% | 1.17% | Q4 2016 | Q2 2021 | 9 |
Seelaus Asset Management LLC | 9 | 9 | 0.26% | 0.40% | 0.83% | Q4 2017 | Q4 2019 | 9 |
Jade Capital Advisors, LLC | 5 | 1 | 0.04% | 2.55% | 7.24% | Q4 2019 | Q1 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Unison Advisors LLC | 5 | 4 | 0.68% | 0.80% | 0.92% | Q4 2017 | Q1 2021 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Global Trust Asset Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q2 2023 | 9 |
Fort Sheridan Advisors LLC | 7 | 2 | 0.09% | 0.15% | 0.19% | Q3 2019 | Q4 2021 | 9 |
Cerebellum GP, LLC | 5 | 2 | 0.03% | 0.19% | 0.30% | Q4 2017 | Q3 2020 | 9 |
WESTWOOD MANAGEMENT CORP /IL/ | 8 | 1 | 0.04% | 0.17% | 0.64% | Q2 2014 | Q4 2017 | 9 |
Jupiter Investment Management Ltd | 4 | 1 | 0.01% | 0.45% | 1.33% | Q4 2013 | Q3 2019 | 9 |
Private Wealth Partners, LLC | 9 | 9 | 0.06% | 0.12% | 0.15% | Q2 2015 | Q2 2017 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 4 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2016 | Q3 2018 | 9 |
SeaTown Holdings Pte. Ltd. | 5 | 4 | 0.84% | 1.69% | 3.77% | Q3 2020 | Q4 2022 | 9 |
Dorsey & Whitney Trust CO LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 9 |
REDW Wealth LLC | 6 | 3 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 9 |
WealthTrust-Arizona, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2016 | 9 |
Karamaan Group, LLC | 8 | 8 | 1.40% | 8.00% | 15.12% | Q4 2013 | Q3 2015 | 9 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 9 | 9 | 0.11% | 0.15% | 0.20% | Q1 2015 | Q1 2017 | 9 |
Euclid Advisors LLC | 5 | 1 | 0.04% | 0.23% | 0.53% | Q3 2013 | Q2 2016 | 9 |
FIRST HAWAIIAN BANK | 7 | 1 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q2 2023 | 9 |
CHEMICAL BANK | 9 | 9 | 0.06% | 0.15% | 0.19% | Q2 2017 | Q2 2019 | 9 |
Carnegie Capital Asset Management, LLC | 9 | 9 | 0.02% | 0.28% | 0.55% | Q4 2017 | Q4 2019 | 9 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.13% | 0.34% | 0.50% | Q4 2019 | Q3 2023 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 1 | 0.01% | 0.44% | 0.90% | Q4 2019 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q2 2015 | 9 |
CG Asset Management LLC | 9 | 9 | 0.41% | 0.95% | 1.83% | Q4 2014 | Q4 2016 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q4 2019 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 9 |
HRS Investment Holdings, LLC | 8 | 1 | 0.22% | 0.58% | 1.03% | Q4 2015 | Q4 2018 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 1 | 0.00% | 0.12% | 0.31% | Q3 2018 | Q4 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.07% | 0.20% | Q2 2021 | Q3 2023 | 9 |
NAVELLIER & ASSOCIATES INC | 9 | 9 | 0.02% | 1.96% | 3.63% | Q3 2013 | Q3 2015 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Camelot Portfolios, LLC | 8 | 1 | 0.09% | 0.14% | 0.21% | Q4 2014 | Q2 2020 | 9 |
BALASA DINVERNO & FOLTZ LLC | 4 | 1 | 0.03% | 0.05% | 0.14% | Q1 2015 | Q1 2020 | 9 |
Cheyne Capital Management (UK) LLP | 9 | 9 | 0.13% | 1.24% | 3.39% | Q2 2013 | Q2 2015 | 9 |
Saba Capital Management, L.P. | 3 | 2 | 0.02% | 0.48% | 1.15% | Q2 2013 | Q3 2023 | 9 |
Lorber David A | 8 | 1 | 0.67% | 2.53% | 4.98% | Q4 2013 | Q1 2017 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.06% | 0.19% | 0.31% | Q4 2017 | Q1 2020 | 9 |
CAMBIAR INVESTORS LLC | 9 | 9 | 0.60% | 0.83% | 1.44% | Q4 2017 | Q4 2019 | 9 |
Perpetual Ltd | 6 | 3 | 0.01% | 0.78% | 1.68% | Q1 2013 | Q3 2023 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q3 2015 | 9 |
Activest Wealth Management | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
626 Financial, LLC | 8 | 1 | 0.18% | 0.28% | 0.38% | Q1 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 9 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 9 | 9 | 0.41% | 0.67% | 1.08% | Q1 2016 | Q1 2018 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
InterOcean Capital Group, LLC | 7 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
KWB Wealth | 6 | 3 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Amica Retiree Medical Trust | 9 | 9 | 0.13% | 0.15% | 0.17% | Q4 2017 | Q4 2019 | 9 |
Mountain Lake Investment Management LLC | 6 | 1 | 0.28% | 3.44% | 5.46% | Q2 2013 | Q1 2020 | 9 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 2 | 0.10% | 0.18% | 0.24% | Q2 2017 | Q3 2019 | 9 |
Iron Horse Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SWARTHMORE GROUP INC | 9 | 9 | 2.92% | 3.77% | 4.32% | Q2 2013 | Q2 2015 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Motley Fool Asset Management LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q1 2020 | 9 |
WEXFORD CAPITAL LP | 4 | 2 | 0.07% | 0.90% | 1.98% | Q2 2013 | Q1 2016 | 9 |
McClarren Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Mork Capital Management, LLC | 9 | 9 | 1.17% | 1.41% | 1.58% | Q1 2018 | Q1 2020 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Biltmore Family Office, LLC | 9 | 9 | 0.11% | 0.14% | 0.21% | Q4 2017 | Q4 2019 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q2 2023 | 9 |
DF DENT & CO INC | 9 | 9 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q4 2019 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.25% | 0.50% | 0.81% | Q2 2013 | Q2 2015 | 9 |
SILVER CAPITAL MANAGEMENT LLC | 6 | 3 | 1.92% | 2.77% | 3.60% | Q3 2013 | Q4 2015 | 9 |
Grove Bank & Trust | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Lingohr Asset Management GmbH | 9 | 9 | 0.51% | 0.75% | 0.98% | Q1 2017 | Q1 2019 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.09% | 0.27% | Q2 2019 | Q3 2021 | 9 |
Summit Street Capital Management, LLC | 9 | 9 | 0.26% | 0.51% | 0.97% | Q1 2020 | Q1 2022 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 1.96% | 16.58% | Q4 2015 | Q2 2019 | 9 |
Northwest Bancshares, Inc. | 9 | 9 | 0.64% | 0.92% | 1.23% | Q4 2017 | Q4 2019 | 9 |
Sage Capital Advisors,llc | 9 | 9 | 1.49% | 1.67% | 1.82% | Q2 2017 | Q2 2019 | 9 |
OMERS ADMINISTRATION Corp | 4 | 2 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q4 2019 | 9 |
COLONY GROUP LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2020 | 9 |
Vanguard Capital Wealth Advisors | 6 | 1 | 0.21% | 0.42% | 0.58% | Q4 2017 | Q2 2023 | 9 |
REAVES W H & CO INC | 9 | 9 | 0.51% | 1.31% | 1.59% | Q4 2017 | Q4 2019 | 9 |
Qtron Investments LLC | 6 | 1 | 0.08% | 0.13% | 0.26% | Q3 2019 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.09% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
AMICA MUTUAL INSURANCE CO | 9 | 9 | 0.13% | 0.18% | 0.22% | Q4 2017 | Q4 2019 | 9 |
Community Bank, N.A. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 9 |
Holocene Advisors, LP | 4 | 2 | 0.01% | 0.38% | 1.24% | Q4 2017 | Q4 2020 | 9 |
ARGENTIERE CAPITAL AG | 6 | 2 | 0.09% | 1.05% | 3.52% | Q4 2015 | Q1 2018 | 9 |
Cadence Bank | 9 | 9 | 0.18% | 0.30% | 0.82% | Q4 2017 | Q4 2019 | 9 |
United Bank | 5 | 4 | 0.17% | 0.21% | 0.25% | Q4 2016 | Q1 2021 | 9 |
MONETARY MANAGEMENT GROUP INC | 4 | 1 | 0.02% | 0.24% | 0.41% | Q3 2014 | Q3 2023 | 9 |
AGF Investments LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 9 |
BAHL & GAYNOR INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q1 2015 | 8 |
CLOVIS CAPITAL MANAGEMENT LP | 5 | 1 | 1.23% | 2.88% | 4.19% | Q2 2013 | Q3 2016 | 8 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 8 |
COWA, LLC | 7 | 1 | 0.03% | 0.34% | 0.54% | Q1 2021 | Q3 2023 | 8 |
Ironsides Asset Advisors, LLC | 8 | 8 | 0.19% | 0.22% | 0.32% | Q1 2018 | Q4 2019 | 8 |
CAMPBELL CAPITAL MANAGEMENT INC | 8 | 8 | 0.59% | 1.98% | 3.16% | Q1 2020 | Q4 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
HighPoint Advisor Group LLC | 3 | 1 | 0.03% | 0.05% | 0.20% | Q4 2018 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.39% | 0.50% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.07% | 0.12% | 0.19% | Q1 2022 | Q4 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.37% | 0.60% | 1.12% | Q4 2020 | Q3 2022 | 8 |
FORVIS Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2019 | 8 |
Privium Fund Management (UK) Ltd | 5 | 1 | 0.28% | 1.27% | 2.66% | Q1 2021 | Q3 2023 | 8 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.16% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
ANDERSON HOAGLAND & CO | 8 | 8 | 0.27% | 0.36% | 0.47% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 8 |
Echo Street Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
COHEN & STEERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Hammer Asset Management, LLC | 8 | 8 | 1.13% | 1.37% | 1.48% | Q2 2018 | Q1 2020 | 8 |
Findlay Park Partners LLP | 8 | 8 | 0.41% | 0.92% | 1.40% | Q1 2014 | Q4 2015 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.72% | 0.91% | 1.31% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q1 2021 | 8 |
Invictus RG | 8 | 8 | 0.04% | 0.36% | 0.79% | Q4 2015 | Q3 2017 | 8 |
Jetstream Capital LLC | 2 | 1 | 0.02% | 0.49% | 2.66% | Q3 2013 | Q2 2015 | 8 |
Occidental Asset Management, LLC | 8 | 8 | 0.16% | 0.17% | 0.20% | Q4 2016 | Q3 2018 | 8 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.01% | 0.11% | 0.32% | Q1 2022 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 8 |
Absolute Return Capital, LLC | 6 | 2 | 0.02% | 0.38% | 1.08% | Q3 2013 | Q3 2015 | 8 |
Bay Harbor Wealth Management, LLC | 5 | 3 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 8 |
Level Financial Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Dougherty Wealth Advisers LLC | 7 | 1 | 0.00% | 0.11% | 0.15% | Q4 2018 | Q3 2022 | 8 |
American Research & Management Co. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Patient Capital Management, LLC | 8 | 8 | 2.64% | 3.40% | 4.94% | Q4 2021 | Q3 2023 | 8 |
Anchorage Capital Group, L.L.C. | 3 | 1 | 0.49% | 1.06% | 1.59% | Q1 2014 | Q2 2017 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.26% | 0.36% | Q3 2020 | Q2 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.03% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Crosspoint Capital Strategies, LLC | 5 | 3 | 0.00% | 0.43% | 1.90% | Q4 2013 | Q4 2015 | 8 |
Reitz Capital Advisors LLC | 8 | 8 | 0.10% | 0.27% | 0.38% | Q2 2020 | Q1 2022 | 8 |
Voit & Company, LLC | 4 | 4 | 0.00% | 0.25% | 0.58% | Q1 2019 | Q4 2019 | 8 |
TAYLOR ASSET MANAGEMENT INC | 8 | 8 | 2.28% | 5.96% | 8.31% | Q4 2014 | Q3 2016 | 8 |
9258 Wealth Management, LLC | 5 | 1 | 0.06% | 0.16% | 0.24% | Q4 2018 | Q2 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SpiderRock Advisors, LLC | 3 | 2 | 0.00% | 0.06% | 0.19% | Q1 2017 | Q1 2020 | 8 |
GENERAL AMERICAN INVESTORS CO INC | 8 | 8 | 0.55% | 1.87% | 2.48% | Q2 2018 | Q1 2020 | 8 |
Summit Financial, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
T2 Partners Management, LP | 8 | 8 | 3.35% | 5.02% | 6.93% | Q4 2013 | Q3 2015 | 8 |
BRAUN STACEY ASSOCIATES INC | 6 | 1 | 0.01% | 0.35% | 0.58% | Q4 2014 | Q2 2022 | 8 |
STONNINGTON GROUP, LLC | 8 | 8 | 0.03% | 0.08% | 0.17% | Q1 2021 | Q4 2022 | 8 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q2 2023 | 8 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.08% | 0.35% | 0.57% | Q3 2015 | Q4 2019 | 8 |
Espalier Global Management LLC | 6 | 1 | 0.45% | 0.97% | 2.16% | Q2 2013 | Q4 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Nikko Asset Management Americas, Inc. | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2017 | 8 |
AM INVESTMENT STRATEGIES LLC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
CastleKnight Management LP | 8 | 8 | 0.14% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.20% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.15% | 0.51% | 1.18% | Q1 2021 | Q3 2023 | 8 |
Leucadia National | 3 | 3 | 0.02% | 0.28% | 1.58% | Q1 2023 | Q3 2023 | 8 |
LUCUS ADVISORS LLC | 7 | 1 | 0.22% | 0.28% | 0.38% | Q4 2014 | Q1 2017 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.11% | 1.28% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Zions Bancorporation | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2018 | 8 |
HighTower Trust Company, N.A. | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q1 2023 | 8 |
Ellevest, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
Markel Corporation | 8 | 8 | 0.02% | 0.18% | 0.34% | Q2 2018 | Q1 2020 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.40% | 0.55% | 0.74% | Q4 2015 | Q3 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.11% | 0.41% | Q3 2013 | Q3 2016 | 8 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 4 | 4 | 1.66% | 3.63% | 5.45% | Q4 2017 | Q4 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CSS LLC/IL | 2 | 1 | 0.00% | 0.04% | 0.16% | Q1 2015 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 8 |
Schooner Investment Group, LLC. | 8 | 8 | 0.19% | 0.33% | 0.46% | Q4 2014 | Q3 2016 | 8 |
Vantage Investment Partners, LLC | 6 | 2 | 0.77% | 1.61% | 2.89% | Q3 2017 | Q3 2021 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HUSSMAN STRATEGIC ADVISORS, INC. | 8 | 8 | 0.02% | 0.60% | 1.12% | Q2 2017 | Q1 2019 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 2 | 0.20% | 0.52% | 1.50% | Q4 2016 | Q3 2023 | 8 |
Verdence Capital Advisors LLC | 8 | 8 | 0.05% | 0.11% | 0.18% | Q3 2018 | Q2 2020 | 8 |
JUPITER ASSET MANAGEMENT LTD | 5 | 3 | 0.00% | 0.39% | 0.72% | Q1 2021 | Q3 2023 | 8 |
NEW GENERATION ADVISORS, LLC | 8 | 8 | 0.92% | 2.51% | 4.17% | Q2 2012 | Q1 2014 | 8 |
CAPITAL GROWTH MANAGEMENT LP | 5 | 1 | 0.10% | 1.07% | 3.33% | Q2 2013 | Q2 2019 | 8 |
KING STREET CAPITAL MANAGEMENT, L.P. | 8 | 8 | 1.86% | 8.40% | 18.82% | Q2 2013 | Q1 2015 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.04% | 0.14% | 0.20% | Q4 2017 | Q3 2019 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SevenBridge Financial Group, LLC | 8 | 8 | 0.07% | 0.39% | 0.63% | Q2 2016 | Q1 2018 | 8 |
Euclidean Technologies Management, LLC | 8 | 8 | 1.48% | 1.98% | 2.24% | Q2 2018 | Q1 2020 | 8 |
HAMEL ASSOCIATES, INC. | 8 | 8 | 0.02% | 0.25% | 1.27% | Q1 2018 | Q4 2019 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.18% | 0.38% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Nine Chapters Capital Management LLC | 5 | 1 | 0.11% | 0.33% | 0.66% | Q4 2013 | Q1 2017 | 8 |
Majedie Asset Management Ltd | 8 | 8 | 0.78% | 1.05% | 1.29% | Q2 2020 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
New Millennium Group LLC | 8 | 8 | 0.29% | 0.33% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CrestPoint Capital Management, LLC | 8 | 8 | 0.24% | 0.31% | 0.35% | Q3 2014 | Q2 2016 | 8 |
Tower View Wealth Management LLC | 5 | 3 | 0.00% | 0.45% | 1.31% | Q2 2019 | Q1 2022 | 8 |
AIA Group Ltd | 8 | 8 | 0.01% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CQS Cayman LP | 4 | 1 | 0.01% | 0.77% | 1.50% | Q2 2013 | Q4 2015 | 8 |
Cowen Prime Services LLC | 8 | 8 | 0.51% | 0.75% | 1.07% | Q1 2018 | Q4 2019 | 8 |
Turiya Advisors Asia Ltd | 8 | 8 | 12.73% | 19.68% | 33.35% | Q4 2011 | Q3 2013 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.17% | 1.00% | 2.17% | Q1 2014 | Q4 2018 | 8 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 8 | 8 | 0.30% | 1.40% | 1.82% | Q4 2017 | Q3 2019 | 8 |
Accuvest Global Advisors | 7 | 1 | 0.14% | 0.21% | 0.29% | Q3 2014 | Q1 2017 | 8 |
Tipp Hill Capital Management LLC | 7 | 1 | 1.48% | 6.22% | 12.07% | Q2 2013 | Q1 2016 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.10% | 0.41% | Q1 2014 | Q4 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 4 | 2 | 3.09% | 8.14% | 11.99% | Q2 2014 | Q4 2017 | 8 |
City State Bank | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Lodge Hill Capital, LLC | 4 | 1 | 1.38% | 2.42% | 3.56% | Q2 2016 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.23% | 0.65% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 3 | 1 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q4 2019 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LOEB PARTNERS CORP | 6 | 2 | 0.09% | 0.74% | 1.51% | Q4 2013 | Q1 2017 | 8 |
Black Maple Capital Management LP | 2 | 1 | 0.26% | 0.56% | 1.33% | Q2 2016 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Aureus Asset Management, LLC | 4 | 4 | 0.03% | 1.02% | 2.54% | Q2 2015 | Q2 2018 | 8 |
Fortress Investment Group LLC | 5 | 1 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q3 2015 | 8 |
Harvest Fund Management Co., Ltd | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.41% | 0.65% | 0.82% | Q4 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
TURNER INVESTMENTS LLC | 7 | 7 | 0.14% | 0.32% | 0.57% | Q2 2013 | Q4 2014 | 7 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.58% | 0.65% | 0.80% | Q4 2021 | Q2 2023 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 7 |
STEELHEAD PARTNERS LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q1 2018 | 7 |
Redmond Asset Management, LLC | 7 | 7 | 0.08% | 0.20% | 0.23% | Q4 2021 | Q2 2023 | 7 |
LGT Group Foundation | 7 | 7 | 0.05% | 0.11% | 0.18% | Q4 2021 | Q2 2023 | 7 |
Spectrum Management Group, LLC | 6 | 1 | 0.01% | 0.49% | 0.66% | Q4 2014 | Q1 2020 | 7 |
Winfield Associates, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 7 |
GERMAN AMERICAN BANCORP, INC. | 7 | 7 | 0.37% | 0.40% | 0.42% | Q2 2018 | Q4 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
One Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.22% | 0.40% | Q4 2017 | Q4 2019 | 7 |
BOURGEON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Prudent Man Advisors, LLC | 7 | 7 | 0.14% | 0.18% | 0.25% | Q1 2022 | Q3 2023 | 7 |
TradeLink Global Equity LLC | 7 | 7 | 0.13% | 1.07% | 2.97% | Q2 2013 | Q4 2014 | 7 |
North Fourth Asset Management, LP | 2 | 1 | 0.22% | 0.72% | 2.08% | Q1 2020 | Q2 2023 | 7 |
Vantage Investment Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 7 |
Dynamic Advisor Solutions LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Maxi Investments CY Ltd | 7 | 7 | 0.96% | 1.17% | 1.58% | Q4 2021 | Q2 2023 | 7 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 5 | 1 | 0.19% | 0.85% | 2.12% | Q2 2014 | Q4 2016 | 7 |
Jump Financial, LLC | 5 | 2 | 0.11% | 0.29% | 0.53% | Q3 2020 | Q3 2023 | 7 |
JOYN Advisors, Inc. | 5 | 1 | 0.00% | 0.08% | 0.11% | Q4 2017 | Q1 2020 | 7 |
CITY NATIONAL BANK | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 7 |
Hatteras Investment Partners, LP | 6 | 1 | 0.50% | 1.12% | 2.59% | Q3 2014 | Q3 2016 | 7 |
Firestone Capital Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Modus Advisors, LLC | 6 | 1 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q1 2022 | 7 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 7 | 7 | 0.51% | 1.60% | 2.24% | Q4 2014 | Q2 2016 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Wills Financial Group, Inc. | 7 | 7 | 0.10% | 0.19% | 0.30% | Q2 2021 | Q4 2022 | 7 |
Laurel Grove Capital, LLC | 6 | 1 | 0.13% | 0.27% | 0.78% | Q2 2013 | Q2 2015 | 7 |
FCF Advisors LLC | 4 | 1 | 0.77% | 0.94% | 1.05% | Q1 2016 | Q4 2018 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2020 | 7 |
BRINKER CAPITAL INC | 4 | 3 | 0.04% | 0.27% | 0.82% | Q4 2015 | Q1 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Physician Wealth Advisors, Inc. | 6 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 7 |
PAYDEN & RYGEL | 7 | 7 | 0.96% | 1.76% | 2.11% | Q2 2018 | Q4 2019 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.76% | 0.92% | 1.06% | Q4 2017 | Q2 2019 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Omega Advisors Inc. | 7 | 7 | 0.03% | 0.82% | 1.20% | Q2 2015 | Q4 2016 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
VICUS CAPITAL | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Sovarnum Capital L.P. | 4 | 3 | 0.31% | 1.40% | 3.89% | Q4 2017 | Q3 2021 | 7 |
CLEARBRIDGE, LLC | 6 | 1 | 0.11% | 1.31% | 1.91% | Q2 2013 | Q4 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Petrus Trust Company, LTA | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2019 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.39% | 0.53% | 0.67% | Q1 2022 | Q3 2023 | 7 |
First City Capital Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 7 |
Formidable Asset Management, LLC | 5 | 1 | 0.02% | 0.14% | 0.70% | Q3 2014 | Q1 2019 | 7 |
JS Capital Management LLC | 6 | 1 | 0.02% | 0.50% | 0.99% | Q4 2013 | Q4 2020 | 7 |
BRC Investment Management LLC | 7 | 7 | 0.16% | 1.22% | 2.98% | Q3 2013 | Q1 2015 | 7 |
Alaska Permanent Fund Corp | 3 | 2 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Wahed Invest LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q2 2020 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Grace Capital | 6 | 1 | 0.05% | 0.57% | 1.03% | Q1 2018 | Q4 2020 | 7 |
Li Winifred I | 7 | 7 | 0.08% | 0.19% | 0.32% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q4 2021 | 7 |
Pekin Hardy Strauss, Inc. | 4 | 3 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q3 2019 | 7 |
LGT CAPITAL PARTNERS LTD. | 7 | 7 | 0.28% | 1.67% | 3.20% | Q3 2018 | Q1 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 7 |
W.G. Shaheen & Associates DBA Whitney & Co | 4 | 3 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q3 2018 | 7 |
Quantinno Capital Management LP | 4 | 1 | 0.04% | 0.14% | 0.29% | Q3 2019 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.19% | 0.51% | 0.90% | Q2 2016 | Q4 2017 | 7 |
Roundview Capital LLC | 7 | 7 | 0.06% | 0.11% | 0.20% | Q1 2017 | Q3 2018 | 7 |
DORCHESTER WEALTH MANAGEMENT Co | 4 | 1 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q2 2023 | 7 |
JCIC Asset Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Sandbar Asset Management LLP | 4 | 3 | 0.70% | 2.04% | 4.33% | Q1 2019 | Q4 2022 | 7 |
Beta Wealth Group, Inc. | 4 | 3 | 0.13% | 1.26% | 2.35% | Q1 2021 | Q3 2023 | 7 |
NEW YORK LIFE TRUST CO | 4 | 1 | 0.02% | 0.27% | 0.64% | Q4 2013 | Q2 2016 | 7 |
Pensionfund DSM Netherlands | 2 | 1 | 0.00% | 0.25% | 0.44% | Q1 2016 | Q4 2021 | 7 |
First American Bank | 7 | 7 | 0.16% | 0.88% | 1.31% | Q4 2014 | Q2 2016 | 7 |
Bronson Point Management LLC | 7 | 7 | 0.40% | 2.40% | 5.88% | Q3 2017 | Q1 2019 | 7 |
FSC Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Integrated Advisors Network LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q1 2022 | 7 |
Highstreet Asset Management Inc. | 3 | 1 | 0.04% | 0.14% | 0.29% | Q3 2014 | Q4 2019 | 7 |
Darwin Wealth Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q3 2020 | 7 |
Alambic Investment Management, L.P. | 3 | 1 | 0.06% | 0.22% | 0.60% | Q4 2015 | Q4 2017 | 7 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2021 | 7 |
FACTORY MUTUAL INSURANCE CO | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
PHYSICIANS FINANCIAL SERVICES, INC. | 3 | 1 | 0.09% | 0.14% | 0.19% | Q3 2016 | Q1 2021 | 7 |
CROFT-LEOMINSTER INC | 7 | 7 | 1.27% | 1.53% | 1.78% | Q2 2016 | Q4 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q1 2016 | 7 |
Duquesne Family Office | 3 | 1 | 0.28% | 4.33% | 10.72% | Q2 2013 | Q2 2020 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
First National Bank of South Miami | 7 | 7 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q2 2023 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.00% | 0.09% | 0.18% | Q3 2020 | Q1 2022 | 7 |
Albar Capital Ltd | 2 | 1 | 0.50% | 2.72% | 8.13% | Q1 2019 | Q1 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 2 | 0.04% | 0.10% | 0.26% | Q2 2021 | Q3 2023 | 7 |
Evercore Trust Company, N.A. | 7 | 7 | 0.91% | 1.59% | 2.51% | Q1 2016 | Q3 2017 | 7 |
Nicholas Hoffman & Company, LLC. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q1 2020 | 7 |
CHOREO, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q4 2020 | 7 |
MGO ONE SEVEN LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Centre Asset Management, LLC | 7 | 7 | 0.71% | 1.01% | 1.30% | Q2 2013 | Q4 2014 | 7 |
Legacy Bridge, LLC | 7 | 7 | 0.58% | 0.69% | 0.86% | Q4 2020 | Q2 2022 | 7 |
Tuscan Ridge Asset Management LLC | 3 | 1 | 0.02% | 0.08% | 0.21% | Q4 2018 | Q4 2019 | 7 |
180 WEALTH ADVISORS, LLC | 5 | 2 | 0.15% | 0.24% | 0.29% | Q4 2017 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 7 |
TEALWOOD ASSET MANAGEMENT INC | 7 | 7 | 0.93% | 1.35% | 1.47% | Q3 2018 | Q1 2020 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ICC CAPITAL MANAGEMENT INC/ | 7 | 7 | 0.76% | 1.18% | 1.65% | Q3 2013 | Q1 2015 | 7 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.74% | 1.05% | 1.39% | Q3 2014 | Q4 2019 | 7 |
RPg Family Wealth Advisory, LLC | 7 | 7 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q2 2017 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.23% | 0.31% | 0.39% | Q4 2016 | Q2 2018 | 7 |
B. Metzler seel. Sohn & Co. AG | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.23% | 0.44% | Q4 2020 | Q3 2023 | 6 |
Ilmarinen Mutual Pension Insurance Co | 3 | 1 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 6 |
K2 PRINCIPAL FUND, L.P. | 4 | 1 | 0.02% | 0.18% | 0.57% | Q2 2016 | Q4 2017 | 6 |
Natixis Investment Managers International | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q2 2022 | 6 |
Tyvor Capital LLC | 3 | 1 | 0.45% | 4.68% | 9.96% | Q1 2015 | Q4 2017 | 6 |
GoodHaven Capital Management | 6 | 6 | 2.82% | 3.90% | 4.50% | Q4 2018 | Q1 2020 | 6 |
QCM Cayman, Ltd. | 1 | 1 | 0.08% | 0.20% | 0.46% | Q3 2015 | Q2 2020 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Apollo Management Holdings, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2021 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.00% | 1.58% | 5.79% | Q4 2013 | Q3 2023 | 6 |
Zimmer Partners, LP | 6 | 6 | 0.17% | 0.29% | 0.50% | Q1 2021 | Q2 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
StoneX Group Inc. | 5 | 1 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q2 2022 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.04% | 0.31% | 0.46% | Q2 2018 | Q4 2019 | 6 |
Lifeworks Advisors, LLC | 4 | 2 | 0.10% | 0.17% | 0.27% | Q4 2021 | Q2 2023 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.02% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Lucia Wealth Services, LLC | 4 | 2 | 0.06% | 0.27% | 0.59% | Q4 2017 | Q4 2019 | 6 |
Sandell Asset Management Corp. | 3 | 3 | 0.28% | 0.47% | 0.77% | Q1 2020 | Q3 2020 | 6 |
Oak Asset Management, LLC | 3 | 1 | 0.13% | 0.15% | 0.16% | Q4 2017 | Q4 2019 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.08% | 0.38% | 0.70% | Q4 2018 | Q1 2023 | 6 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 6 |
Steel Canyon Capital, LLC | 6 | 6 | 0.71% | 7.31% | 14.59% | Q4 2018 | Q1 2020 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.34% | 0.92% | Q2 2014 | Q2 2017 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
WAYCROSS PARTNERS, LLC | 6 | 6 | 0.78% | 1.01% | 1.27% | Q4 2020 | Q1 2022 | 6 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.49% | 0.62% | 0.86% | Q2 2018 | Q3 2019 | 6 |
Grosvenor Holdings, L.L.C. | 6 | 6 | 2.03% | 5.40% | 11.28% | Q2 2018 | Q3 2019 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q4 2021 | 6 |
Triumph Capital Management | 6 | 6 | 0.12% | 0.27% | 0.36% | Q3 2021 | Q4 2022 | 6 |
EMERALD ADVISERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Illinois Municipal Retirement Fund | 2 | 2 | 0.01% | 0.13% | 0.36% | Q4 2019 | Q3 2023 | 6 |
GW HENSSLER & ASSOCIATES LTD | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2016 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
MARIANAS FUND MANAGEMENT LLC | 3 | 1 | 1.96% | 3.68% | 8.27% | Q4 2014 | Q3 2017 | 6 |
Knighthead Capital Management, LLC | 5 | 5 | 2.10% | 4.52% | 11.25% | Q2 2016 | Q2 2017 | 6 |
Taylor Wealth Management Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Archer Capital Management, L.P. | 6 | 6 | 0.66% | 2.87% | 4.61% | Q4 2014 | Q1 2016 | 6 |
St. Johns Investment Management Company, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Counsel Portfolio Services Inc. | 6 | 6 | 0.59% | 0.86% | 1.53% | Q1 2014 | Q2 2015 | 6 |
SANDERS MORRIS HARRIS LLC | 3 | 1 | 0.06% | 0.32% | 0.85% | Q3 2017 | Q4 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.05% | 0.31% | 0.61% | Q4 2019 | Q1 2021 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.48% | 0.52% | 0.64% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ISF Management LLC | 6 | 6 | 10.57% | 12.02% | 14.60% | Q4 2014 | Q1 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 0.04% | 0.66% | 1.03% | Q1 2014 | Q2 2015 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.22% | 0.39% | Q3 2016 | Q4 2017 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Glacier Peak Capital LLC | 2 | 1 | 0.97% | 2.31% | 4.69% | Q4 2015 | Q2 2019 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2020 | 6 |
WATERS PARKERSON & CO., LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.08% | 0.15% | 0.22% | Q4 2014 | Q1 2016 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.08% | 0.49% | 1.97% | Q3 2014 | Q1 2022 | 6 |
Hutchin Hill Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2016 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.16% | 1.14% | 2.50% | Q3 2018 | Q4 2019 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 6 |
Mason & Associates Inc | 5 | 1 | 0.06% | 0.13% | 0.16% | Q4 2021 | Q2 2023 | 6 |
CAERUS INVESTORS, LLC | 6 | 6 | 3.68% | 4.33% | 5.34% | Q4 2017 | Q1 2019 | 6 |
GUARDIAN INVESTOR SERVICES LLC | 6 | 6 | 0.14% | 0.19% | 0.23% | Q4 2013 | Q1 2015 | 6 |
Requisite Capital Management, LLC | 6 | 6 | 0.08% | 0.29% | 0.43% | Q1 2019 | Q2 2020 | 6 |
STALEY CAPITAL ADVISERS INC | 6 | 6 | 0.02% | 0.22% | 0.41% | Q3 2018 | Q4 2019 | 6 |
TRILOGY GLOBAL ADVISORS LP | 6 | 6 | 0.55% | 1.31% | 1.87% | Q1 2016 | Q2 2017 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2019 | 6 |
BREITER CAPITAL MANAGEMENT INC | 6 | 6 | 0.30% | 0.35% | 0.44% | Q4 2017 | Q1 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.17% | 0.21% | 0.27% | Q2 2013 | Q3 2014 | 6 |
LeJeune Puetz Investment Counsel LLC | 4 | 1 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q1 2023 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.04% | 0.08% | 0.15% | Q3 2019 | Q2 2023 | 6 |
Csenge Advisory Group | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 5 | 1 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q1 2021 | 6 |
MRJ CAPITAL INC | 6 | 6 | 1.10% | 2.22% | 2.94% | Q1 2015 | Q2 2016 | 6 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.10% | 0.18% | 0.30% | Q3 2018 | Q3 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
PITTENGER & ANDERSON INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Dai-ichi Life Insurance Company, Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2019 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Delphi Private Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.02% | 0.14% | 0.20% | Q4 2019 | Q3 2021 | 6 |
DALTON GREINER HARTMAN MAHER & CO | 5 | 1 | 0.04% | 1.37% | 1.95% | Q1 2014 | Q1 2020 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2 | 2 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q4 2017 | 6 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
TradeLink Capital LLC | 5 | 5 | 0.21% | 0.43% | 0.58% | Q1 2015 | Q1 2016 | 6 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 0.07% | 0.25% | Q2 2016 | Q1 2020 | 6 |
Otter Creek Advisors, LLC | 3 | 1 | 0.49% | 0.98% | 1.47% | Q4 2015 | Q4 2017 | 6 |
Proxima Capital Management, LLC | 6 | 6 | 1.12% | 1.84% | 2.32% | Q3 2014 | Q4 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.16% | 0.55% | Q2 2013 | Q3 2014 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Principal Street Partners, LLC | 3 | 3 | 0.10% | 0.77% | 1.75% | Q2 2019 | Q3 2023 | 6 |
FLC Capital Advisors | 6 | 6 | 0.09% | 0.19% | 0.26% | Q4 2018 | Q1 2020 | 6 |
Peterson Wealth Advisors, LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Intersect Capital LLC | 6 | 6 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 6 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 2 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.04% | 0.11% | Q1 2020 | Q1 2022 | 6 |
Artal Group S.A. | 2 | 1 | 0.10% | 0.37% | 0.98% | Q3 2014 | Q2 2020 | 6 |
ROCKY MOUNTAIN ADVISERS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.07% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Consulta Ltd | 6 | 6 | 0.62% | 1.37% | 3.42% | Q4 2018 | Q1 2020 | 6 |
DOLIVER ADVISORS, LP | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 6 | 0.04% | 0.84% | 1.15% | Q4 2020 | Q1 2022 | 6 |
Laffer Tengler Investments, Inc. | 6 | 6 | 0.39% | 0.52% | 0.65% | Q2 2015 | Q3 2016 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.01% | 0.16% | 0.32% | Q1 2020 | Q2 2021 | 6 |
Capital International Investors | 6 | 6 | 0.00% | 0.08% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 0.94% | 1.06% | 1.12% | Q3 2018 | Q4 2019 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Congress Park Capital LLC | 6 | 6 | 0.20% | 0.43% | 0.63% | Q4 2017 | Q1 2019 | 6 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.04% | 0.38% | 0.72% | Q4 2013 | Q3 2021 | 6 |
Country Club Trust Company, n.a. | 4 | 2 | 0.13% | 0.15% | 0.20% | Q4 2013 | Q2 2015 | 6 |
ROYCE & ASSOCIATES LP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2020 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q1 2018 | 6 |
H2O AM LLP | 6 | 6 | 0.20% | 0.30% | 0.43% | Q4 2018 | Q1 2020 | 6 |
Ruggie Capital Group | 6 | 6 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q2 2017 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q4 2019 | 6 |
Spartan Fund Management Inc. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
GLG Partners LP | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q4 2017 | 6 |
ADVANCE CAPITAL I INC | 5 | 1 | 0.40% | 0.53% | 0.66% | Q1 2014 | Q3 2016 | 6 |
Knights of Columbus Asset Advisors LLC | 5 | 1 | 0.00% | 0.13% | 0.24% | Q4 2018 | Q2 2020 | 6 |
Manning & Napier Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 6 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 6 | 6 | 0.18% | 0.26% | 0.36% | Q4 2014 | Q1 2016 | 6 |
INSTITUTIONAL CAPITAL LLC | 6 | 6 | 0.00% | 1.07% | 2.04% | Q3 2015 | Q4 2016 | 6 |
Metis Global Partners, LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
XTX Topco Ltd | 4 | 1 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2022 | 5 |
Polar Capital LLP | 5 | 5 | 0.18% | 0.33% | 0.44% | Q2 2014 | Q2 2015 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Palisade Asset Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2023 | 5 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.69% | 1.05% | 2.24% | Q4 2015 | Q2 2022 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q2 2016 | 5 |
AMICA PENSION FUND BOARD OF TRUSTEES | 5 | 5 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q4 2018 | 5 |
Empowered Funds, LLC | 3 | 2 | 0.01% | 0.57% | 1.01% | Q3 2019 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Ruffer LLP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Field & Main Bank | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 5 |
Apriem Advisors | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 5 |
DEAN INVESTMENT ASSOCIATES, LLC | 3 | 2 | 0.17% | 0.26% | 0.49% | Q4 2019 | Q1 2021 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Madison Street Partners, LLC | 2 | 1 | 0.39% | 1.75% | 4.12% | Q4 2013 | Q2 2015 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q2 2014 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.10% | Q1 2020 | Q1 2022 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
COMERICA SECURITIES INC | 3 | 1 | 0.03% | 0.22% | 0.55% | Q1 2014 | Q4 2018 | 5 |
Blue Edge Capital, LLC | 5 | 5 | 0.29% | 0.44% | 0.56% | Q1 2019 | Q1 2020 | 5 |
L & S Advisors Inc | 3 | 1 | 0.68% | 1.36% | 2.12% | Q4 2013 | Q2 2023 | 5 |
Man Investments Ltd | 5 | 5 | 0.17% | 0.26% | 0.33% | Q2 2013 | Q2 2014 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 0.23% | 0.30% | 0.34% | Q1 2019 | Q1 2020 | 5 |
CKW FINANCIAL GROUP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
Malaga Cove Capital, LLC | 4 | 1 | 0.18% | 0.22% | 0.31% | Q1 2019 | Q2 2020 | 5 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 2 | 1.11% | 2.16% | 2.74% | Q4 2014 | Q1 2016 | 5 |
Caprock Group, LLC | 2 | 1 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 5 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2021 | 5 |
Passport Capital, LLC | 4 | 1 | 0.01% | 1.06% | 2.43% | Q1 2015 | Q2 2016 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q1 2017 | 5 |
SG3 Management, LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q4 2020 | 5 |
PYRRHO CAPITAL MANAGEMENT, LP | 2 | 2 | 2.35% | 5.53% | 8.52% | Q1 2015 | Q3 2016 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
CFO4Life, L.P. | 5 | 5 | 0.39% | 0.46% | 0.51% | Q4 2014 | Q4 2015 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.04% | 0.08% | 0.19% | Q1 2016 | Q1 2017 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.07% | 0.57% | 0.75% | Q4 2013 | Q4 2014 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 5 |
Lebenthal Holdings,LLC | 4 | 1 | 0.07% | 0.17% | 0.24% | Q4 2014 | Q2 2016 | 5 |
Pensionfund Sabic | 2 | 1 | 0.00% | 0.38% | 0.50% | Q1 2016 | Q2 2018 | 5 |
ALPINE ASSOCIATES ADVISORS | 5 | 5 | 0.12% | 0.60% | 1.22% | Q3 2013 | Q3 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.15% | 0.20% | 0.22% | Q2 2015 | Q2 2016 | 5 |
TAURUS ASSET MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q4 2019 | 5 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q1 2014 | 5 |
First Financial Bank - Trust Division | 4 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q2 2014 | 5 |
GAMCO INVESTORS, INC. ET AL | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 1.04% | 1.45% | 1.62% | Q1 2019 | Q1 2020 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 5 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 5 | 5 | 0.31% | 3.91% | 9.40% | Q3 2015 | Q3 2016 | 5 |
Douglass Winthrop Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 5 |
Jackson, Grant Investment Advisers, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 5 |
Gratus Capital, LLC | 5 | 5 | 0.44% | 0.53% | 0.62% | Q4 2014 | Q4 2015 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Appaloosa LP | 4 | 1 | 0.21% | 1.84% | 7.40% | Q1 2016 | Q2 2017 | 5 |
Econ Financial Services Corp | 3 | 2 | 0.11% | 0.30% | 0.51% | Q4 2018 | Q1 2022 | 5 |
UNITED BANK | 4 | 1 | 0.05% | 0.17% | 0.22% | Q4 2018 | Q1 2021 | 5 |
Klingman & Associates, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
PEOPLES FINANCIAL SERVICES CORP. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
FORT PITT CAPITAL GROUP, LLC | 5 | 5 | 0.00% | 0.12% | 0.21% | Q4 2019 | Q4 2020 | 5 |
CARLSON CAPITAL L P | 4 | 1 | 0.04% | 0.11% | 0.17% | Q2 2015 | Q4 2016 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.00% | 0.08% | 0.11% | Q1 2019 | Q4 2022 | 5 |
LONDON CO OF VIRGINIA | 5 | 5 | 0.62% | 1.36% | 1.81% | Q1 2019 | Q1 2020 | 5 |
Matisse Capital | 5 | 5 | 0.14% | 0.30% | 0.37% | Q4 2018 | Q4 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
MARATHON CAPITAL MANAGEMENT | 2 | 1 | 0.08% | 0.55% | 1.31% | Q4 2017 | Q3 2023 | 5 |
Catamount Wealth Management | 3 | 2 | 0.13% | 0.50% | 0.88% | Q4 2014 | Q2 2016 | 5 |
Pennant Capital Management, LLC | 3 | 2 | 0.48% | 1.38% | 2.31% | Q4 2014 | Q1 2016 | 5 |
Vantis Investment Advisers L.P. | 4 | 1 | 3.49% | 7.72% | 13.64% | Q1 2019 | Q4 2021 | 5 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
MFA WEALTH ADVISORS, LLC | 5 | 5 | 0.09% | 0.50% | 0.76% | Q3 2021 | Q3 2022 | 5 |
ARGENT TRUST COMPANY, N.A. | 5 | 5 | 0.13% | 0.14% | 0.16% | Q3 2014 | Q3 2015 | 5 |
Lloyds Banking Group plc | 5 | 5 | 0.15% | 0.22% | 0.31% | Q3 2013 | Q3 2014 | 5 |
GENESEE VALLEY TRUST CO | 3 | 2 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q4 2014 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Sicart Associates LLC | 5 | 5 | 0.15% | 0.20% | 0.34% | Q4 2016 | Q4 2017 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.07% | 0.54% | 1.61% | Q3 2015 | Q4 2018 | 5 |
CPWM, LLC | 4 | 1 | 0.05% | 0.07% | 0.12% | Q2 2015 | Q4 2019 | 5 |
MKP Capital Management, L.L.C. | 2 | 2 | 0.17% | 0.72% | 1.44% | Q4 2014 | Q2 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Windsor Financial Group, LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q2 2017 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Summit Global Investments | 3 | 2 | 0.21% | 0.39% | 0.54% | Q1 2021 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
Stamos Capital Partners, L.P. | 3 | 2 | 0.12% | 0.39% | 0.54% | Q1 2020 | Q4 2022 | 5 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 2 | 0.02% | 0.30% | 0.61% | Q2 2018 | Q4 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q2 2014 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.10% | 0.16% | 0.22% | Q4 2018 | Q2 2023 | 5 |
Vollero Beach Capital Partners LLC | 5 | 5 | 0.19% | 0.69% | 1.09% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.41% | 0.47% | 0.51% | Q4 2014 | Q4 2015 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.20% | 0.95% | Q1 2022 | Q3 2023 | 5 |
Byrne Asset Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
TCM Advisors, LLC | 5 | 5 | 0.11% | 0.49% | 1.14% | Q3 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.12% | 0.23% | Q2 2017 | Q3 2017 | 5 |
Buckley Wealth Management, LLC | 4 | 1 | 0.11% | 0.15% | 0.19% | Q1 2018 | Q4 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ALTFEST L J & CO INC | 2 | 1 | 0.08% | 0.32% | 0.66% | Q1 2017 | Q1 2019 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Altman Advisors, Inc. | 4 | 1 | 0.72% | 0.80% | 0.90% | Q2 2022 | Q3 2023 | 5 |
Neuberger Berman Canada ULC | 3 | 1 | 0.05% | 0.17% | 0.26% | Q1 2014 | Q4 2016 | 5 |
Lynch Asset Management, Inc. | 5 | 5 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
SCOGGIN MANAGEMENT LP | 3 | 1 | 0.50% | 1.12% | 2.50% | Q2 2013 | Q3 2015 | 5 |
BOWEN HANES & CO INC | 5 | 5 | 0.04% | 0.24% | 0.88% | Q4 2018 | Q4 2019 | 5 |
Teilinger Capital Ltd. | 5 | 5 | 0.08% | 0.49% | 1.12% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.06% | 0.29% | 0.77% | Q4 2019 | Q4 2022 | 5 |
OSKIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.36% | 3.18% | 7.75% | Q2 2013 | Q2 2014 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MACRO Consulting Group | 5 | 5 | 1.35% | 1.39% | 1.42% | Q4 2018 | Q4 2019 | 5 |
Fund Management at Engine No. 1 LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.02% | 0.15% | 0.44% | Q4 2020 | Q4 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.22% | 0.23% | 0.25% | Q4 2018 | Q4 2019 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 5 |
OSSIAM | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 5 |
Human Investing LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.06% | 0.11% | Q1 2022 | Q2 2023 | 5 |
GREENWOOD GEARHART INC | 5 | 5 | 0.40% | 0.44% | 0.48% | Q1 2020 | Q1 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2014 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.30% | 0.78% | 1.05% | Q4 2021 | Q3 2023 | 5 |
CCG WEALTH MANAGEMENT, LLC | 5 | 5 | 0.46% | 0.51% | 0.57% | Q4 2021 | Q4 2022 | 5 |
PARK CIRCLE Co | 4 | 1 | 0.10% | 0.38% | 0.70% | Q2 2014 | Q1 2020 | 5 |
Bremer Bank National Association | 5 | 5 | 0.07% | 0.11% | 0.14% | Q1 2019 | Q1 2020 | 5 |
Lyons Wealth Management, LLC. | 5 | 5 | 1.10% | 1.57% | 2.29% | Q4 2017 | Q4 2018 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.38% | 0.86% | Q4 2019 | Q4 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
First Trust Direct Indexing L.P. | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Stonehage Fleming (UK) Ltd | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 5 | 5 | 0.19% | 0.22% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Western Standard LLC | 5 | 5 | 0.60% | 1.45% | 2.40% | Q4 2018 | Q4 2019 | 5 |
Cardinal Capital Management, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q1 2018 | 5 |
Capital Square, LLC | 5 | 5 | 0.38% | 0.43% | 0.51% | Q1 2020 | Q1 2021 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q4 2015 | 5 |
Bond & Devick Financial Network, Inc. | 5 | 5 | 0.23% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Liontrust Investment Partners LLP | 3 | 2 | 0.09% | 0.19% | 0.33% | Q2 2022 | Q3 2023 | 5 |
Citizens Business Bank | 4 | 1 | 0.15% | 0.22% | 0.26% | Q1 2015 | Q4 2016 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Investment Research & Advisory Group, Inc. | 5 | 5 | 0.71% | 0.77% | 0.95% | Q3 2022 | Q3 2023 | 5 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 2 | 0.13% | 0.41% | 0.76% | Q1 2014 | Q2 2015 | 5 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 5 |
Pure Financial Advisors, LLC | 3 | 2 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q1 2016 | 5 |
York Capital Management Global Advisors, LLC | 4 | 1 | 0.28% | 0.76% | 1.39% | Q4 2013 | Q4 2015 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2020 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.57% | 2.55% | Q4 2019 | Q4 2023 | 5 |
Fosun International Ltd | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Barrett Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2020 | 4 |
CLARK ESTATES INC/NY | 4 | 4 | 3.00% | 3.67% | 3.99% | Q1 2019 | Q4 2019 | 4 |
RBA Wealth Management, LLC | 3 | 1 | 0.04% | 1.16% | 2.30% | Q2 2019 | Q1 2021 | 4 |
Gibraltar Capital Management, Inc. | 4 | 4 | 1.92% | 2.52% | 3.05% | Q1 2019 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 4 | 4 | 3.55% | 3.68% | 3.97% | Q1 2015 | Q4 2015 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.47% | 0.86% | Q4 2018 | Q1 2021 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CHESAPEAKE ASSET MANAGEMENT LLC | 2 | 1 | 0.34% | 0.74% | 1.45% | Q2 2013 | Q3 2019 | 4 |
Arbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 4 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 4 | 4 | 7.29% | 7.73% | 8.49% | Q2 2013 | Q1 2014 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
EDGE ASSET MANAGEMENT, INC | 4 | 4 | 0.41% | 0.46% | 0.52% | Q2 2016 | Q1 2017 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Q Global Advisors, LLC | 4 | 4 | 0.99% | 3.96% | 7.23% | Q2 2020 | Q1 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Benchmark Capital Advisors | 4 | 4 | 1.01% | 1.44% | 2.14% | Q1 2018 | Q4 2018 | 4 |
Howard Capital Management Inc. | 4 | 4 | 1.14% | 1.25% | 1.48% | Q4 2017 | Q3 2018 | 4 |
GLG INC. | 3 | 3 | 0.01% | 0.16% | 0.52% | Q2 2013 | Q4 2013 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
INTECH INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
WISCONSIN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.43% | 0.46% | 0.53% | Q1 2014 | Q4 2014 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
STONEHILL CAPITAL MANAGEMENT LLC | 2 | 2 | 0.53% | 5.58% | 14.35% | Q2 2013 | Q1 2015 | 4 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.04% | 0.50% | 1.36% | Q1 2017 | Q2 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TCF National Bank | 4 | 4 | 0.06% | 0.17% | 0.23% | Q3 2019 | Q2 2020 | 4 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.13% | 3.11% | 7.72% | Q2 2013 | Q1 2020 | 4 |
Financial Sense Advisors, Inc. | 3 | 1 | 0.13% | 0.15% | 0.19% | Q4 2014 | Q4 2015 | 4 |
FARMERS TRUST CO | 4 | 4 | 0.59% | 0.63% | 0.66% | Q1 2020 | Q4 2020 | 4 |
Manatuck Hill Partners, LLC | 2 | 1 | 0.03% | 0.33% | 0.55% | Q2 2013 | Q4 2017 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 4 |
Golden State Equity Partners | 2 | 2 | 0.24% | 0.36% | 0.42% | Q4 2020 | Q4 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Karani Asset Management LLC | 4 | 4 | 0.61% | 2.34% | 4.76% | Q4 2019 | Q3 2020 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 1 | 0.29% | 0.49% | 0.95% | Q2 2020 | Q3 2021 | 4 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 2.74% | 3.49% | 3.92% | Q2 2014 | Q4 2015 | 4 |
SlateStone Wealth, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q2 2023 | 4 |
Ranch Capital Advisors Inc. | 3 | 1 | 0.01% | 0.18% | 0.69% | Q4 2019 | Q2 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 4 |
KAYS FINANCIAL ADVISORY CORP /ADV | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 2 | 2 | 0.10% | 0.12% | 0.15% | Q3 2014 | Q1 2019 | 4 |
Bellwether Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.12% | 0.17% | 0.25% | Q4 2015 | Q3 2016 | 4 |
SIGMA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.20% | 0.27% | 0.36% | Q2 2013 | Q1 2014 | 4 |
PayPay Securities Corp | 4 | 4 | 0.17% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Egerton Capital (UK) LLP | 4 | 4 | 1.46% | 2.68% | 4.06% | Q3 2013 | Q2 2014 | 4 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 4 | 4 | 0.23% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
COWEN INC. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2019 | 4 |
BROADWOOD CAPITAL INC | 4 | 4 | 1.07% | 1.44% | 1.95% | Q4 2017 | Q3 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2015 | Q4 2015 | 4 |
RAIFF PARTNERS INC | 2 | 2 | 2.28% | 3.83% | 5.35% | Q2 2013 | Q2 2014 | 4 |
Accredited Investors Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.22% | 0.29% | 0.43% | Q2 2019 | Q1 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2020 | 4 |
FIRST CITIZENS BANCORPORATION INC | 4 | 4 | 0.59% | 0.77% | 0.93% | Q1 2014 | Q4 2014 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.80% | 0.98% | 1.27% | Q4 2022 | Q3 2023 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
XML Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Vishria Bird Financial Group, LLC | 4 | 4 | 1.54% | 1.66% | 1.88% | Q4 2021 | Q3 2022 | 4 |
PACIFIC FINANCIAL GROUP INC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q4 2019 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Silver Point Capital L.P. | 4 | 4 | 0.79% | 1.34% | 1.72% | Q4 2013 | Q3 2014 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.38% | 0.83% | Q3 2014 | Q4 2015 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q4 2015 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 4 |
Roof Advisory Group, Inc. | 4 | 4 | 2.27% | 2.80% | 3.43% | Q4 2017 | Q3 2018 | 4 |
CHASE INVESTMENT COUNSEL CORP | 4 | 4 | 0.12% | 0.13% | 0.15% | Q1 2019 | Q4 2019 | 4 |
CFM WEALTH PARTNERS LLC | 4 | 4 | 0.14% | 0.24% | 0.45% | Q4 2019 | Q3 2020 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 4 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.24% | 0.31% | 0.40% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.74% | 0.87% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.11% | 0.16% | Q4 2019 | Q2 2023 | 4 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 4 |
Sepio Capital, LP | 4 | 4 | 0.44% | 0.57% | 0.66% | Q2 2019 | Q1 2020 | 4 |
Hatteras Alternative Mutual Funds, LLC | 4 | 4 | 0.42% | 0.65% | 1.11% | Q3 2013 | Q2 2014 | 4 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2016 | 4 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 4 |
P&S Credit Management, L.P. | 4 | 4 | 1.99% | 3.56% | 5.44% | Q4 2022 | Q3 2023 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.02% | 0.31% | 0.48% | Q3 2014 | Q3 2019 | 4 |
Smith & Howard Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q1 2014 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 4 |
MONTAGE INVESTMENTS, LLC | 4 | 4 | 0.19% | 0.39% | 0.83% | Q4 2015 | Q3 2016 | 4 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
London & Capital Asset Management Ltd | 3 | 1 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q4 2021 | 4 |
Patriot Wealth Management, Inc. | 4 | 4 | 0.72% | 0.87% | 0.98% | Q2 2017 | Q1 2018 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.09% | 0.16% | 0.32% | Q1 2019 | Q4 2019 | 4 |
Tiger Eye Capital LLC | 2 | 1 | 0.37% | 1.45% | 2.25% | Q2 2014 | Q4 2015 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.08% | 0.17% | Q4 2013 | Q4 2014 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Belmont Global Advisors, Inc. | 2 | 1 | 0.35% | 0.92% | 1.64% | Q4 2014 | Q3 2016 | 4 |
Redwood Investment Management, LLC | 3 | 1 | 0.11% | 0.22% | 0.33% | Q2 2019 | Q2 2020 | 4 |
Randolph Co Inc | 4 | 4 | 1.61% | 1.75% | 1.86% | Q1 2019 | Q4 2019 | 4 |
RAMSEY ASSET MANAGEMENT | 4 | 4 | 2.23% | 4.26% | 5.93% | Q1 2015 | Q4 2015 | 4 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.12% | 0.38% | 0.69% | Q2 2022 | Q3 2023 | 4 |
TrueWealth Advisors, LLC | 4 | 4 | 0.14% | 0.20% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.16% | 0.41% | 0.65% | Q4 2022 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 2 | 2 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 4 |
Bank of New Hampshire | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Desjardins Global Asset Management Inc. | 3 | 1 | 0.00% | 0.08% | 0.32% | Q3 2022 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.25% | 0.27% | 0.28% | Q1 2019 | Q4 2019 | 4 |
TriOaks Capital Management L.P. | 3 | 1 | 0.28% | 0.83% | 1.73% | Q2 2013 | Q2 2014 | 4 |
CHURCHILL MANAGEMENT Corp | 3 | 1 | 0.03% | 0.26% | 0.36% | Q3 2015 | Q4 2016 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.20% | 0.41% | Q2 2013 | Q2 2014 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.11% | 0.38% | Q4 2017 | Q1 2020 | 4 |
Arcus Capital Partners, LLC | 3 | 1 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q4 2022 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.33% | 0.41% | 0.54% | Q4 2015 | Q3 2016 | 4 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.60% | 1.35% | 2.20% | Q4 2015 | Q3 2016 | 4 |
JUMP TRADING, LLC | 3 | 1 | 0.01% | 0.13% | 0.46% | Q2 2019 | Q2 2020 | 4 |
FIRST FINANCIAL CORP /IN/ | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 4 |
OmniStar Financial Group, Inc. | 4 | 4 | 0.19% | 0.71% | 1.29% | Q2 2019 | Q1 2020 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 1.52% | 1.78% | 1.98% | Q1 2016 | Q4 2016 | 4 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.08% | 0.19% | 0.29% | Q3 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 4 |
Cordant, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.11% | 0.41% | 0.70% | Q4 2018 | Q3 2023 | 4 |
CAMG Solamere Management, LLC | 4 | 4 | 0.63% | 0.82% | 0.98% | Q4 2016 | Q3 2017 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.66% | 0.79% | 0.95% | Q2 2013 | Q2 2014 | 4 |
Portolan Capital Management | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2014 | 4 |
SAMLYN CAPITAL, LLC | 4 | 4 | 0.07% | 0.15% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.09% | 0.11% | 0.13% | Q1 2010 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2023 | 4 |
WADE G W & INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NEXT CENTURY GROWTH INVESTORS LLC | 4 | 4 | 0.18% | 0.26% | 0.32% | Q2 2022 | Q1 2023 | 4 |
Rail-Splitter Capital Management, LLC | 4 | 4 | 1.68% | 2.27% | 2.92% | Q2 2014 | Q1 2015 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Stack Financial Management, Inc | 4 | 4 | 1.09% | 1.15% | 1.24% | Q1 2019 | Q4 2019 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Polianta Ltd | 3 | 1 | 0.35% | 0.57% | 0.70% | Q4 2016 | Q2 2018 | 4 |
Wellington Shields & Co., LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BALTIMORE CAPITAL MANAGEMENT, INC | 3 | 1 | 0.93% | 1.45% | 2.49% | Q1 2017 | Q1 2019 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.39% | 0.49% | 0.68% | Q4 2016 | Q4 2018 | 4 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 4 |
Rotella Capital Management, Inc. | 2 | 1 | 0.18% | 0.32% | 0.42% | Q2 2014 | Q4 2015 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.35% | 0.73% | 1.20% | Q4 2018 | Q1 2020 | 4 |
Holloway Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
Founders Financial Alliance, LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 4 |
Nokota Management, LP | 4 | 4 | 0.36% | 1.31% | 2.57% | Q2 2015 | Q1 2016 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.06% | 0.15% | 0.23% | Q4 2017 | Q3 2018 | 4 |
Cloud Gate Capital, LLC | 3 | 3 | 0.10% | 1.28% | 2.10% | Q2 2015 | Q4 2015 | 4 |
Paragon Capital Management Ltd | 3 | 1 | 0.00% | 0.14% | 0.24% | Q1 2018 | Q4 2021 | 4 |
MQS Management LLC | 2 | 2 | 0.13% | 0.22% | 0.42% | Q1 2022 | Q1 2023 | 4 |
Silver Rock Financial LP | 4 | 4 | 3.90% | 6.97% | 9.15% | Q2 2020 | Q1 2021 | 4 |
Kaizen Financial Strategies | 2 | 1 | 0.18% | 0.33% | 0.50% | Q4 2020 | Q3 2021 | 3 |
Tradeworx Inc. | 2 | 1 | 0.30% | 0.46% | 0.55% | Q1 2013 | Q3 2014 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Wayzata Investment Partners LLC | 3 | 3 | 23.70% | 56.66% | 75.74% | Q2 2013 | Q4 2013 | 3 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.06% | 0.15% | Q4 2019 | Q3 2022 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 3 |
Michael & Susan Dell Foundation | 3 | 3 | 4.91% | 5.40% | 5.87% | Q1 2019 | Q3 2019 | 3 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Claren Road Asset Management, LLC | 2 | 1 | 3.84% | 4.50% | 5.04% | Q2 2013 | Q1 2014 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DRW Securities, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 2.91% | 3.48% | 3.98% | Q2 2019 | Q4 2019 | 3 |
MPS Loria Financial Planners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CS MCKEE LP | 3 | 3 | 1.92% | 1.98% | 2.02% | Q2 2019 | Q4 2019 | 3 |
SIRIOS CAPITAL MANAGEMENT L P | 3 | 3 | 1.62% | 2.29% | 2.96% | Q1 2023 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 3 |
Saltoro Capital, LP | 2 | 1 | 0.17% | 0.48% | 0.65% | Q1 2022 | Q3 2023 | 3 |
DPM Capital LLC | 3 | 3 | 3.84% | 5.01% | 6.60% | Q4 2018 | Q2 2019 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q2 2014 | Q1 2017 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 1 | 0.13% | 0.19% | 0.24% | Q2 2016 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 3 |
BFSG, LLC | 2 | 1 | 0.12% | 0.15% | 0.17% | Q2 2020 | Q2 2023 | 3 |
HFG Advisors, Inc. | 3 | 3 | 0.43% | 0.65% | 0.86% | Q4 2022 | Q2 2023 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.07% | 0.10% | Q1 2020 | Q2 2021 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 3 |
Morse Asset Management, Inc | 2 | 1 | 0.10% | 0.34% | 0.74% | Q4 2018 | Q3 2019 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 0.27% | 1.01% | 2.37% | Q1 2014 | Q2 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Evanston Investments, Inc., dba Evanston Advisors | 3 | 3 | 1.59% | 1.91% | 2.16% | Q4 2015 | Q2 2016 | 3 |
X-Square Capital, LLC | 2 | 1 | 0.27% | 0.35% | 0.40% | Q4 2017 | Q1 2020 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 3 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 3 | 3 | 3.74% | 3.83% | 3.90% | Q2 2019 | Q4 2019 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.22% | 0.29% | 0.39% | Q3 2018 | Q3 2019 | 3 |
Carmignac Gestion | 3 | 3 | 1.14% | 1.41% | 1.72% | Q4 2016 | Q2 2017 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.02% | 0.15% | 0.22% | Q4 2017 | Q1 2019 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.22% | 0.53% | 0.71% | Q3 2016 | Q1 2017 | 3 |
QUEST INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.37% | 1.35% | 1.94% | Q4 2017 | Q2 2018 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 3 |
Benson Investment Management Company, Inc. | 2 | 1 | 1.99% | 2.04% | 2.11% | Q3 2017 | Q4 2019 | 3 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 3 |
FORTALEZA ASSET MANAGEMENT INC/ | 2 | 1 | 0.76% | 1.01% | 1.13% | Q4 2015 | Q2 2017 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q2 2018 | 3 |
LAU ASSOCIATES LLC | 2 | 1 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
COMMONFUND ASSET MANAGEMENT CO INC | 3 | 3 | 6.98% | 8.73% | 10.61% | Q2 2013 | Q4 2013 | 3 |
MONROE BANK & TRUST/MI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 3 |
Symmetry Investments LP | 2 | 1 | 0.60% | 2.15% | 3.88% | Q3 2021 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Vigilare Wealth Management | 1 | 1 | 0.16% | 0.21% | 0.25% | Q4 2019 | Q2 2022 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q2 2016 | 3 |
Scepter Holdings, Inc. | 3 | 3 | 0.07% | 0.18% | 0.28% | Q4 2013 | Q2 2014 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.59% | 0.83% | 1.09% | Q4 2020 | Q2 2021 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2018 | 3 |
Gilbert & Cook, Inc. | 2 | 1 | 0.08% | 0.09% | 0.11% | Q2 2017 | Q2 2018 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 3 | 1.13% | 1.33% | 1.47% | Q2 2017 | Q4 2017 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Rossmore Private Capital | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q4 2019 | 3 |
NICOLA WEALTH MANAGEMENT LTD. | 2 | 1 | 0.19% | 0.37% | 0.54% | Q1 2018 | Q2 2020 | 3 |
WATER ISLAND CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
BANCORPSOUTH INC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2017 | Q3 2017 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2019 | 3 |
Rheos Capital Works Inc. | 3 | 3 | 0.47% | 0.52% | 0.55% | Q3 2021 | Q1 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 3 |
Chanos & Co LP | 3 | 3 | 2.22% | 2.81% | 3.14% | Q2 2014 | Q4 2014 | 3 |
Wiser Wealth Management, Inc | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.22% | 0.92% | 1.88% | Q1 2016 | Q4 2017 | 3 |
Ceredex Value Advisors LLC | 2 | 1 | 0.50% | 0.63% | 0.70% | Q1 2018 | Q2 2019 | 3 |
Atom Investors LP | 2 | 1 | 0.09% | 0.18% | 0.29% | Q4 2018 | Q3 2023 | 3 |
iSAM Funds (UK) Ltd | 2 | 1 | 0.76% | 1.03% | 1.26% | Q4 2022 | Q3 2023 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.34% | 0.92% | 1.24% | Q2 2017 | Q3 2021 | 3 |
Third Point | 3 | 3 | 1.06% | 1.65% | 2.18% | Q4 2014 | Q2 2015 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2023 | Q3 2023 | 3 |
Diligent Investors, LLC | 3 | 3 | 0.20% | 0.24% | 0.29% | Q3 2020 | Q1 2021 | 3 |
HGI Capital Management, LLC | 2 | 1 | 0.13% | 0.17% | 0.22% | Q2 2020 | Q2 2021 | 3 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 1.12% | 1.23% | 1.35% | Q3 2013 | Q1 2014 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MIDWEST INVESTMENT MANAGEMENT LLC | 3 | 3 | 2.07% | 2.30% | 2.47% | Q1 2017 | Q3 2017 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2016 | Q3 2016 | 3 |
Cottage Street Advisors LLC | 3 | 3 | 0.52% | 0.74% | 0.88% | Q3 2019 | Q1 2020 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.67% | 0.92% | 1.11% | Q2 2019 | Q4 2019 | 3 |
RNC CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Signition LP | 2 | 1 | 0.21% | 0.33% | 0.44% | Q1 2018 | Q4 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
B&D White Capital Company, LLC | 1 | 1 | 0.08% | 0.24% | 0.57% | Q3 2021 | Q4 2022 | 3 |
WealthStone, Inc. | 2 | 1 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q1 2021 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.05% | 0.15% | Q3 2019 | Q3 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
NS Partners Ltd | 3 | 3 | 0.69% | 0.84% | 1.10% | Q2 2016 | Q4 2016 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.20% | 0.24% | 0.29% | Q1 2014 | Q4 2015 | 3 |
Alpha Wave Global, LP | 3 | 3 | 3.78% | 4.05% | 4.57% | Q4 2014 | Q2 2015 | 3 |
Channing Capital Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q4 2020 | 3 |
NKCFO LLC | 3 | 3 | 1.70% | 2.39% | 2.75% | Q2 2019 | Q4 2019 | 3 |
Owl Creek Asset Management, L.P. | 2 | 1 | 1.74% | 2.58% | 4.24% | Q4 2013 | Q3 2017 | 3 |
Hamilton Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Granite Investment Partners, LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q2 2016 | 3 |
WealthTrust Asset Management, LLC | 3 | 3 | 0.74% | 1.08% | 1.39% | Q1 2023 | Q3 2023 | 3 |
H&H International Investment, LLC | 3 | 3 | 0.20% | 0.88% | 2.22% | Q2 2020 | Q4 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Strategic Investment Advisors / MI | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 1 | 0.09% | 0.17% | 0.29% | Q2 2015 | Q1 2016 | 3 |
Plaisance Capital LLC | 2 | 1 | 0.86% | 1.64% | 2.85% | Q2 2021 | Q2 2022 | 3 |
Hotaling Investment Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
MIK CAPITAL LLC | 1 | 1 | 6.38% | 6.71% | 7.34% | Q4 2015 | Q3 2017 | 3 |
LONESTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 1.05% | 1.63% | 2.07% | Q2 2014 | Q3 2014 | 3 |
FARLEY CAPITAL L.P. | 2 | 1 | 0.72% | 3.38% | 6.33% | Q4 2017 | Q1 2020 | 3 |
Bain Capital Credit, LP | 1 | 1 | 0.35% | 3.16% | 8.12% | Q3 2016 | Q1 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PCJ Investment Counsel Ltd. | 2 | 1 | 0.15% | 0.38% | 0.57% | Q1 2020 | Q1 2023 | 3 |
Westwood Wealth Management | 1 | 1 | 0.07% | 0.11% | 0.16% | Q1 2022 | Q2 2023 | 3 |
Magnus Financial Group LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 3 |
EWG Elevate Inc. | 1 | 1 | 0.06% | 0.79% | 2.17% | Q1 2020 | Q4 2022 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q2 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.17% | 0.47% | Q2 2013 | Q4 2013 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Eisler Capital (US) LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 3 |
Timber Creek Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 3 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.49% | 0.85% | 1.39% | Q1 2019 | Q1 2020 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FDO Partners, LLC | 1 | 1 | 0.46% | 1.04% | 1.35% | Q4 2015 | Q1 2017 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 3 | 3 | 1.68% | 1.91% | 2.26% | Q1 2023 | Q3 2023 | 3 |
Shulman DeMeo Asset Management LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 3 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 1 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2022 | 3 |
Orbitronix, LP | 2 | 1 | 0.40% | 0.61% | 0.74% | Q2 2013 | Q2 2014 | 3 |
Range Financial Group LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2021 | Q3 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q4 2016 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.41% | 0.66% | 0.83% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
State of Wyoming | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q2 2019 | Q4 2019 | 3 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 3 |
Scoria Capital Partners LP | 2 | 1 | 0.25% | 2.16% | 5.26% | Q1 2015 | Q2 2017 | 3 |
Everhart Financial Group, Inc. | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.27% | 0.30% | 0.36% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Independence Capital Asset Partners, LLC | 3 | 3 | 0.89% | 1.46% | 1.93% | Q3 2013 | Q1 2014 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.13% | 0.23% | 0.37% | Q2 2017 | Q1 2020 | 3 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2017 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
American Beacon Advisors, Inc. | 2 | 1 | 1.01% | 1.11% | 1.17% | Q1 2017 | Q3 2018 | 3 |
KG&L Capital Management,LLC | 3 | 3 | 0.17% | 0.20% | 0.26% | Q1 2020 | Q3 2020 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GFS Advisors, LLC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q1 2016 | Q2 2018 | 3 |
Verde Servicos Internacionais S.A. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2018 | Q3 2018 | 3 |
Constellation Wealth Advisors, LLC | 3 | 3 | 0.62% | 0.74% | 0.88% | Q1 2015 | Q3 2015 | 3 |
Decatur Capital Management, Inc. | 3 | 3 | 1.24% | 1.90% | 2.46% | Q3 2013 | Q1 2014 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q1 2017 | 3 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2014 | Q4 2015 | 3 |
Kessler Investment Group, LLC | 2 | 1 | 1.39% | 3.31% | 4.55% | Q1 2014 | Q1 2020 | 3 |
DUDLEY & SHANLEY, INC. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Weaver Consulting Group | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Greenfield Savings Bank | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q4 2023 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2021 | 3 |
Golden Green, Inc. | 3 | 3 | 0.22% | 0.24% | 0.28% | Q1 2021 | Q3 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2021 | 3 |
SAX WEALTH ADVISORS, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Carolina Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.11% | 0.26% | Q4 2019 | Q3 2023 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.05% | 0.12% | 0.21% | Q4 2020 | Q2 2021 | 3 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 1 | 0.02% | 0.57% | 1.64% | Q3 2018 | Q4 2020 | 3 |
Williams Jones Wealth Management, LLC. | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q1 2022 | 3 |
Crake Asset Management LLP | 3 | 3 | 1.26% | 2.19% | 3.64% | Q2 2021 | Q4 2021 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Maryland Capital Management | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.00% | 0.24% | 0.49% | Q4 2019 | Q4 2022 | 3 |
Horizons Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Hosking & Co Ltd | 3 | 3 | 5.06% | 5.76% | 6.44% | Q4 2014 | Q2 2015 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.37% | 0.39% | 0.40% | Q2 2019 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ARISTEIA CAPITAL, L.L.C. | 3 | 3 | 0.96% | 2.12% | 2.70% | Q3 2020 | Q1 2021 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 3 |
MYDA Advisors LLC | 2 | 1 | 0.21% | 0.63% | 1.40% | Q4 2019 | Q4 2021 | 3 |
Tetrem Capital Management Ltd. | 3 | 3 | 0.38% | 0.58% | 0.81% | Q4 2014 | Q2 2015 | 3 |
Appian Way Asset Management LP | 3 | 3 | 0.48% | 1.90% | 3.28% | Q4 2020 | Q2 2021 | 3 |
Bodri Capital Management, LLC | 2 | 1 | 2.31% | 3.82% | 5.66% | Q2 2013 | Q4 2014 | 3 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 3 | 3 | 0.29% | 0.93% | 1.62% | Q4 2019 | Q2 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2013 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.02% | 0.09% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.00% | 0.10% | 0.31% | Q2 2022 | Q4 2022 | 3 |
National Investment Services of America, LLC | 3 | 3 | 1.12% | 1.37% | 1.60% | Q4 2019 | Q2 2020 | 3 |
AMG National Trust Bank | 2 | 1 | 0.01% | 0.06% | 0.15% | Q4 2013 | Q2 2020 | 3 |
Great Waters Wealth Management | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Harbor Group, Inc. | 3 | 3 | 0.13% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 3 |
PUZO MICHAEL J | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.03% | 0.19% | 0.52% | Q4 2020 | Q4 2022 | 3 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
STANDARD PACIFIC CAPITAL LLC/CA | 2 | 2 | 3.70% | 4.10% | 4.50% | Q3 2013 | Q4 2013 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.32% | 2.16% | 4.01% | Q1 2016 | Q2 2022 | 2 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Blue Ridge Capital, L.L.C. | 2 | 2 | 0.31% | 0.51% | 0.72% | Q4 2014 | Q1 2015 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q3 2013 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.13% | 0.33% | 0.53% | Q2 2015 | Q3 2015 | 2 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.06% | 0.11% | 0.17% | Q1 2014 | Q2 2015 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.28% | 1.14% | 1.99% | Q3 2014 | Q4 2014 | 2 |
Sage Asset Management, L.P. | 2 | 2 | 0.83% | 2.15% | 3.47% | Q2 2013 | Q3 2013 | 2 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.06% | 0.10% | 0.13% | Q1 2015 | Q1 2019 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.44% | 0.86% | 1.27% | Q2 2015 | Q3 2015 | 2 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 2 |
Stifel Trust Company, N.A. | 2 | 2 | 0.45% | 0.49% | 0.52% | Q2 2014 | Q3 2014 | 2 |
DELTA PARTNERS LP | 2 | 2 | 2.77% | 5.64% | 8.51% | Q2 2013 | Q3 2013 | 2 |
Greylin Investment Management, Inc | 2 | 2 | 0.12% | 0.16% | 0.19% | Q1 2020 | Q2 2020 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
DOCK STREET ASSET MANAGEMENT INC | 1 | 1 | 1.29% | 1.62% | 1.96% | Q2 2013 | Q1 2015 | 2 |
ARES MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.40% | 0.45% | 0.50% | Q1 2019 | Q2 2019 | 2 |
CIBC BANK USA | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2015 | Q1 2016 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.01% | 0.08% | 0.15% | Q2 2015 | Q3 2015 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Polaris Capital Management, LLC | 2 | 2 | 1.28% | 1.41% | 1.53% | Q1 2020 | Q2 2020 | 2 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.20% | 0.72% | 1.24% | Q1 2019 | Q3 2019 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
River Road Asset Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Rathbones Group PLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.29% | 0.36% | 0.44% | Q4 2020 | Q1 2021 | 2 |
Cutler Capital Management, LLC | 2 | 2 | 0.23% | 0.40% | 0.57% | Q4 2019 | Q1 2020 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2013 | Q4 2013 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2014 | Q1 2015 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.15% | 0.61% | 1.08% | Q4 2013 | Q1 2020 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q4 2018 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Employers Holdings, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q3 2019 | Q4 2019 | 2 |
Meditor Group Ltd | 2 | 2 | 0.31% | 0.36% | 0.41% | Q2 2013 | Q3 2013 | 2 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 2 |
Columbus Hill Capital Management, L.P. | 2 | 2 | 0.65% | 1.50% | 2.34% | Q4 2014 | Q1 2015 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Hawkeye Capital Management, LLC | 2 | 2 | 8.18% | 10.92% | 13.65% | Q1 2015 | Q2 2015 | 2 |
ALPINE ASSOCIATES MANAGEMENT INC. | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2014 | Q1 2015 | 2 |
Grosvenor Capital Management, L.P. | 2 | 2 | 5.95% | 7.22% | 8.50% | Q4 2017 | Q1 2018 | 2 |
3G Capital Partners | 2 | 2 | 0.30% | 0.35% | 0.41% | Q2 2014 | Q3 2014 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.51% | 0.87% | Q3 2013 | Q1 2014 | 2 |
Busey Bank | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Partner Investment Management, L.P. | 2 | 2 | 0.49% | 0.51% | 0.53% | Q1 2015 | Q2 2015 | 2 |
PFM Health Sciences, LP | 2 | 2 | 0.56% | 0.59% | 0.62% | Q1 2015 | Q2 2015 | 2 |
Welch Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.13% | 0.17% | 0.21% | Q4 2013 | Q1 2014 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.43% | 1.70% | 2.98% | Q1 2017 | Q2 2017 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2021 | 2 |
WCG Management, L.P. | 2 | 2 | 1.82% | 3.30% | 4.78% | Q3 2015 | Q4 2015 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Limestone Value Partners, LLC | 2 | 2 | 0.77% | 0.88% | 0.99% | Q4 2014 | Q1 2015 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Elm Ridge Management, LLC | 2 | 2 | 0.92% | 1.06% | 1.19% | Q2 2013 | Q3 2013 | 2 |
TB Alternative Assets Ltd. | 1 | 1 | 2.52% | 2.85% | 3.19% | Q4 2020 | Q3 2023 | 2 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2013 | Q4 2015 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.13% | 0.16% | 0.20% | Q3 2014 | Q3 2014 | 2 |
Orca Investment Management, LLC | 2 | 2 | 1.74% | 1.84% | 1.94% | Q4 2014 | Q1 2015 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.30% | 0.32% | 0.33% | Q4 2016 | Q1 2017 | 2 |
SkyTop Capital Management LLC | 2 | 2 | 4.92% | 5.39% | 5.85% | Q4 2014 | Q1 2015 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.18% | 0.35% | Q3 2020 | Q3 2022 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.13% | 0.67% | 1.20% | Q2 2017 | Q1 2019 | 2 |
Uniplan Investment Counsel, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2019 | Q4 2019 | 2 |
Riverloft Capital Management L.P. | 1 | 1 | 0.42% | 0.89% | 1.37% | Q1 2015 | Q3 2015 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2014 | Q3 2014 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2015 | 2 |
TLP GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Ignis Investment Services Ltd | 2 | 2 | 0.11% | 0.54% | 0.97% | Q1 2014 | Q2 2014 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.10% | 0.15% | 0.21% | Q3 2019 | Q4 2019 | 2 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 2 |
Caerus Global Investors LLC | 1 | 1 | 1.28% | 1.74% | 2.20% | Q1 2014 | Q2 2015 | 2 |
Tyrus Capital S.A.M. | 2 | 2 | 6.39% | 7.57% | 8.75% | Q3 2016 | Q4 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.14% | 0.56% | 0.98% | Q2 2013 | Q4 2014 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.68% | 0.87% | Q3 2018 | Q1 2019 | 2 |
Consolidated Investment Group LLC | 2 | 2 | 0.78% | 0.91% | 1.03% | Q2 2016 | Q3 2016 | 2 |
Lomas Capital Management, LLC | 2 | 2 | 2.08% | 2.58% | 3.07% | Q2 2013 | Q3 2013 | 2 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2017 | 2 |
King Wealth Management Group | 2 | 2 | 0.13% | 0.17% | 0.20% | Q2 2021 | Q3 2021 | 2 |
ASHMORE WEALTH MANAGEMENT LLC | 2 | 2 | 0.76% | 0.90% | 1.03% | Q2 2019 | Q3 2019 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2015 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 2 |
Wolf Group Capital Advisors | 2 | 2 | 0.78% | 0.81% | 0.84% | Q1 2020 | Q2 2020 | 2 |
Matarin Capital Management, LLC | 2 | 2 | 0.24% | 0.36% | 0.48% | Q4 2015 | Q1 2016 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2015 | Q2 2015 | 2 |
Trinity Street Asset Management LLP | 2 | 2 | 6.70% | 8.54% | 10.37% | Q4 2013 | Q1 2014 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.25% | 0.32% | 0.38% | Q1 2015 | Q1 2017 | 2 |
Asset Management Advisors, LLC | 2 | 2 | 2.55% | 3.10% | 3.64% | Q4 2019 | Q1 2020 | 2 |
PECAUT & CO. | 2 | 2 | 1.26% | 1.30% | 1.35% | Q4 2019 | Q1 2020 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
FORSTA AP-FONDEN | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.85% | 0.93% | 1.01% | Q2 2021 | Q3 2021 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q3 2019 | 2 |
Ashford Investment Management, LLC | 1 | 1 | 1.66% | 2.68% | 3.71% | Q4 2015 | Q4 2015 | 2 |
Muzinich & Co., Inc. | 1 | 1 | 0.61% | 1.38% | 2.14% | Q3 2021 | Q2 2022 | 2 |
FolioMetrix LLC | 2 | 2 | 0.25% | 0.29% | 0.32% | Q4 2014 | Q1 2015 | 2 |
Achievement Holdings L.P. | 1 | 1 | 0.05% | 0.14% | 0.24% | Q4 2014 | Q3 2015 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.23% | 0.65% | 1.07% | Q3 2021 | Q4 2021 | 2 |
Brick & Kyle, Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.57% | 1.00% | Q1 2015 | Q3 2015 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2016 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 2 | 1.86% | 1.98% | 2.10% | Q4 2015 | Q1 2016 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.75% | 0.79% | 0.82% | Q1 2018 | Q2 2018 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
ETF MANAGERS GROUP, LLC | 2 | 2 | 0.00% | 0.06% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Julex Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 1.25% | 1.29% | 1.34% | Q2 2017 | Q3 2017 | 2 |
Orbis Allan Gray Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Saddle Road Partners, LLC | 2 | 2 | 0.36% | 0.46% | 0.57% | Q3 2016 | Q4 2016 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.62% | 0.88% | 1.15% | Q4 2015 | Q1 2016 | 2 |
Exane Asset Management | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 2 |
Cider Mill Investments LP | 2 | 2 | 2.97% | 3.18% | 3.39% | Q4 2017 | Q1 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q2 2023 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.36% | 1.02% | 1.67% | Q4 2019 | Q1 2020 | 2 |
Castle Hook Partners LP | 2 | 2 | 0.47% | 0.59% | 0.70% | Q3 2020 | Q4 2020 | 2 |
Rubric Capital Management LP | 1 | 1 | 0.96% | 1.47% | 1.97% | Q1 2019 | Q4 2021 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 1.55% | 1.72% | 1.88% | Q4 2018 | Q4 2020 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 2 |
Jafra Capital Management LP | 1 | 1 | 0.95% | 1.00% | 1.04% | Q4 2016 | Q2 2017 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q3 2019 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.03% | 0.16% | 0.30% | Q4 2017 | Q3 2018 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
MCIA Inc | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2017 | Q3 2017 | 2 |
Sturgeon Ventures LLP | 2 | 2 | 0.60% | 0.63% | 0.66% | Q4 2017 | Q1 2018 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 1.10% | 1.29% | 1.48% | Q1 2018 | Q2 2018 | 2 |
MRCap LP | 1 | 1 | 0.25% | 1.17% | 2.10% | Q1 2020 | Q1 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.53% | 0.56% | 0.59% | Q1 2018 | Q3 2018 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 2 |
Factorial Partners, LLC | 2 | 2 | 0.53% | 0.79% | 1.06% | Q4 2019 | Q1 2020 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.47% | 0.55% | 0.63% | Q1 2020 | Q2 2020 | 2 |
FORA Capital, LLC | 1 | 1 | 0.10% | 0.37% | 0.64% | Q4 2019 | Q3 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.11% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q2 2021 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.00% | 0.52% | 1.04% | Q4 2018 | Q1 2019 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.15% | 0.26% | Q4 2018 | Q3 2019 | 2 |
Greenvale Capital LLP | 2 | 2 | 4.92% | 5.16% | 5.39% | Q2 2020 | Q3 2020 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Kirkoswald Asset Management LLC | 2 | 2 | 0.23% | 6.07% | 11.91% | Q3 2020 | Q4 2020 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q4 2019 | Q1 2020 | 2 |
BCS Wealth Management | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Live Oak Private Wealth LLC | 2 | 2 | 0.34% | 0.39% | 0.44% | Q4 2019 | Q1 2020 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q1 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.09% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
qPULA Trading Management LP | 1 | 1 | 1.07% | 1.10% | 1.14% | Q4 2020 | Q2 2021 | 2 |
MINOT CAPITAL, LP | 2 | 2 | 9.15% | 9.75% | 10.35% | Q3 2019 | Q4 2019 | 2 |
Madison Wealth Partners, Inc | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.53% | 1.03% | Q4 2020 | Q3 2021 | 2 |
MBL Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Rollins Financial | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q1 2021 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
CSM Advisors, LLC | 2 | 2 | 0.55% | 0.92% | 1.30% | Q1 2021 | Q2 2021 | 2 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 2 |
Pariax, LLC | 1 | 1 | 0.23% | 0.30% | 0.37% | Q4 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.98% | 1.20% | 1.42% | Q4 2021 | Q1 2022 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Wedmont Private Capital | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.20% | 0.27% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kellett Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Finer Wealth Management, Inc. | 2 | 2 | 0.21% | 0.27% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Azimuth Capital Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.25% | 0.31% | 0.36% | Q4 2022 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
NatWest Group plc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 2 | 2 | 0.76% | 0.85% | 0.93% | Q4 2019 | Q1 2020 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q4 2017 | Q1 2018 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q1 2019 | 2 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 2 | 2 | 2.13% | 2.20% | 2.26% | Q4 2019 | Q1 2020 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.20% | 0.30% | 0.41% | Q1 2014 | Q2 2014 | 2 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q1 2015 | Q2 2015 | 2 |
FIDUCIARY ASSET MANAGEMENT LLC | 2 | 2 | 1.47% | 1.80% | 2.12% | Q4 2014 | Q1 2015 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FALCON POINT CAPITAL, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2020 | Q4 2020 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2014 | Q4 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HEARTLAND ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arctis Global LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q3 2022 | Q3 2022 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
SWAN Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Platform Technology Partners | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.40% | 3.40% | 3.40% | Q2 2013 | Q2 2013 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Stolper Co | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2020 | Q1 2020 | 1 |
High Note Wealth, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
59 North Capital Management, LP | 1 | 1 | 2.30% | 2.30% | 2.30% | Q4 2020 | Q4 2020 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2020 | Q1 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Recurrent Investment Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
1776 Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2014 | Q4 2014 | 1 |
RESTRUCTURING CAPITAL ASSOCIATES LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2018 | Q4 2018 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2019 | Q3 2019 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
STUYVESANT CAPITAL MANAGEMENT | 1 | 1 | 4.36% | 4.36% | 4.36% | Q4 2018 | Q4 2018 | 1 |
EGERTON CAPITAL LTD | 1 | 1 | 3.72% | 3.72% | 3.72% | Q2 2013 | Q2 2013 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apella Capital, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
S.A. Mason LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
First Citizens Financial Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Beaumont Asset Management, L.L.C. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2019 | Q4 2019 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Hyperion Capital Advisors LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Arkfeld Wealth Strategies, L.L.C. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2020 | Q1 2020 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2019 | Q3 2019 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ethic Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2018 | Q3 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Knuff & Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2020 | Q4 2020 | 1 |
Advisor OS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Act Two Investors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2021 | Q3 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Blue Grotto Capital, LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2019 | Q4 2019 | 1 |
Ally Financial Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Discovery Value Fund | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2020 | Q1 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Old Port Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 11.72% | 11.72% | 11.72% | Q1 2020 | Q1 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ashler Capital LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2018 | Q4 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MANA Advisors LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2018 | Q2 2018 | 1 |
SCP Investment, LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2017 | Q4 2017 | 1 |
SEARLE & CO. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Mountaineer Partners Management, LLC | 1 | 1 | 8.70% | 8.70% | 8.70% | Q4 2018 | Q4 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MHI Funds, LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Centenus Global Management, LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2019 | Q2 2019 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
AMS Capital Ltda | 1 | 1 | 6.31% | 6.31% | 6.31% | Q2 2018 | Q2 2018 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2017 | Q4 2017 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Stumpf Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Tweedy, Browne Co LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2020 | Q1 2020 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Covalis Capital LLP | 1 | 1 | 4.44% | 4.44% | 4.44% | Q3 2021 | Q3 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2017 | Q1 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
WP Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
BAILARD, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
GQG Partners LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2017 | Q4 2017 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sanoor Capital Management LP | 1 | 1 | 3.07% | 3.07% | 3.07% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Maple Rock Capital Partners | 1 | 1 | 10.55% | 10.55% | 10.55% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2017 | Q1 2017 | 1 |
Alight Capital Management LP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2021 | Q3 2021 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 4.84% | 4.84% | 4.84% | Q3 2020 | Q3 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Giverny Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Tech Square Trading LP | 1 | 1 | 2.94% | 2.94% | 2.94% | Q4 2018 | Q4 2018 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Private Advisory Group LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2020 | Q1 2020 | 1 |
Hurley Capital, LLC | 1 | 1 | 5.32% | 5.32% | 5.32% | Q3 2015 | Q3 2015 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Northstar Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
Mercer Capital Advisers, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2017 | Q2 2017 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pagoda Asset Management, LP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2017 | Q4 2017 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Alden Global Capital LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2020 | Q1 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Anandar Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
KLS Diversified Asset Management LP | 1 | 1 | 8.81% | 8.81% | 8.81% | Q4 2020 | Q4 2020 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2019 | Q3 2019 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2014 | Q4 2014 | 1 |
Clearline Capital LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2014 | Q1 2014 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2017 | Q4 2017 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2017 | Q4 2017 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Pettee Investors, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Coltrane Asset Management L.P. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2021 | Q3 2021 | 1 |
TAM Capital Management Inc. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2015 | Q2 2015 | 1 |
Claar Advisors LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2015 | Q1 2015 | 1 |
THREE BAYS CAPITAL LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2016 | Q2 2016 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2017 | Q2 2017 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Tyrian Investments, L.P. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2016 | Q2 2016 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2014 | Q2 2014 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2015 | Q2 2015 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2015 | Q1 2015 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2017 | Q2 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Carlson Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Kazazian Asset Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2015 | Q2 2015 | 1 |
BOW STREET LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2015 | Q1 2015 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Murphy Pohlad Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
CFS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Panning Capital Management, LP | 1 | 1 | 2.41% | 2.41% | 2.41% | Q4 2013 | Q4 2013 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2011 | Q4 2011 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2020 | Q1 2020 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2014 | Q1 2014 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2021 | Q3 2021 | 1 |
Nokomis Capital, L.L.C. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2019 | Q1 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Family Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Standard Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2014 | Q3 2014 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Land & Buildings Investment Management | 1 | 1 | 3.72% | 3.72% | 3.72% | Q1 2015 | Q1 2015 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2018 | Q1 2018 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
North Forty Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2020 | Q4 2020 | 1 |
TRB Advisors LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2019 | Q1 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COOPERMAN LEON G | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
West Coast Financial LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2014 | Q4 2014 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DW Partners, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2015 | Q2 2015 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Axel Capital Management, LLC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q2 2018 | Q2 2018 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2015 | Q2 2015 | 1 |
Richmond Hill Investments, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2020 | Q1 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Dean Capital Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2013 | Q4 2013 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2019 | Q4 2019 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2016 | Q3 2016 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TBP Investments Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Nevsky Capital LLP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2015 | Q2 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Birch Hill Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2015 | Q1 2015 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2017 | Q2 2017 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2013 | Q3 2013 | 1 |
Forward Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2015 | Q2 2015 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2016 | Q3 2016 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
WAFRA INC. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2014 | Q4 2014 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Cortina Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2015 | Q1 2015 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 3.24% | 3.24% | 3.24% | Q2 2014 | Q2 2014 | 1 |
Minneapolis Portfolio Management Group, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2020 | Q1 2020 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GREEN HOLDINGS LTD | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2013 | Q4 2013 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q3 2020 | Q3 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
William Allan Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Allie Family Office LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Trevian Wealth Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
C2C Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Fi3 FINANCIAL ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2021 | Q1 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Corsair Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2013 | Q3 2013 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own DELTA AIR LINES INC DEL or have owned DELTA AIR LINES INC DEL in the past.