Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 119 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 103 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.18% | Q1 2012 | Q3 2023 | 100 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 30 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 96 |
Parallax Volatility Advisers, L.P. | 19 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 86 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2023 | 82 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 80 |
WOLVERINE TRADING, LLC | 19 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 74 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 74 |
JANE STREET GROUP, LLC | 34 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 70 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 70 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2021 | 61 |
HUNTINGTON NATIONAL BANK | 58 | 58 | 0.01% | 0.06% | 0.22% | Q2 2009 | Q3 2023 | 58 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.11% | Q1 2012 | Q3 2023 | 57 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 56 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 56 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 55 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 53 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.30% | 1.00% | Q2 2013 | Q3 2023 | 53 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 53 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 52 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 52 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 48 | 48 | 0.01% | 0.04% | 0.11% | Q4 2011 | Q3 2023 | 48 |
SECURIAN ASSET MANAGEMENT, INC | 34 | 14 | 0.02% | 0.61% | 1.16% | Q3 2011 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.09% | 0.22% | Q4 2011 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.12% | Q1 2013 | Q3 2023 | 47 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 46 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.04% | 0.16% | Q4 2012 | Q3 2023 | 44 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.39% | 1.24% | Q1 2013 | Q3 2023 | 43 |
Pensionfund DSM Netherlands | 43 | 43 | 0.38% | 1.19% | 3.96% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.05% | Q4 2012 | Q2 2023 | 43 |
TEALWOOD ASSET MANAGEMENT INC | 33 | 10 | 0.55% | 1.71% | 3.13% | Q1 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.07% | 0.13% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.03% | 0.11% | Q4 2012 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.12% | 0.43% | Q3 2013 | Q3 2023 | 43 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF TOLEDO NA /OH/ | 42 | 42 | 0.20% | 0.47% | 0.92% | Q3 2013 | Q4 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 42 | 42 | 0.57% | 1.14% | 3.30% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.16% | 0.36% | 1.33% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.12% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.08% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.07% | 0.51% | 1.14% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.04% | 0.21% | 0.54% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.18% | 0.57% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.06% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.06% | 0.18% | 0.66% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.06% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.16% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 2.51% | 7.08% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PGGM Investments | 37 | 5 | 0.28% | 1.47% | 3.35% | Q1 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.05% | 0.14% | 1.83% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.01% | 0.63% | 1.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.30% | 0.68% | 1.21% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.04% | 0.47% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.05% | 1.26% | 2.36% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.11% | 0.44% | 0.90% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.05% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.02% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 21 | 1 | 0.00% | 0.01% | 0.16% | Q4 2012 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management US Inc. | 42 | 42 | 2.26% | 6.10% | 11.29% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 0.69% | 1.96% | 4.47% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.08% | 0.46% | 1.79% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.03% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.07% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q2 2018 | 42 |
ALPS ADVISORS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.06% | 0.13% | Q2 2012 | Q4 2022 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.10% | 0.42% | 1.01% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 38 | 3 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Goelzer Investment Management, Inc. | 41 | 41 | 0.23% | 0.63% | 1.64% | Q3 2013 | Q3 2023 | 41 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 41 | 41 | 0.18% | 0.75% | 1.22% | Q3 2013 | Q3 2023 | 41 |
Employees Retirement System of Texas | 41 | 41 | 0.05% | 0.20% | 0.49% | Q2 2013 | Q2 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 41 | 41 | 0.02% | 0.08% | 0.22% | Q3 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 39 | 2 | 1.19% | 1.89% | 2.56% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 29 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 40 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
HARTFORD INVESTMENT MANAGEMENT CO | 32 | 9 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 22 | 19 | 0.08% | 1.04% | 3.46% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 41 | 41 | 0.01% | 0.09% | 0.27% | Q3 2013 | Q3 2023 | 41 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 41 | 41 | 0.00% | 1.26% | 3.46% | Q2 2013 | Q2 2023 | 41 |
SECURITY NATIONAL BANK OF SO DAK | 39 | 2 | 0.66% | 1.67% | 2.69% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Capital Analysts, LLC | 26 | 15 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 41 |
FEDERATED HERMES, INC. | 41 | 41 | 0.00% | 0.31% | 0.66% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Capital World Investors | 41 | 41 | 0.00% | 0.33% | 0.92% | Q2 2013 | Q2 2023 | 41 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.02% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Rafferty Asset Management, LLC | 38 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 40 |
TCW GROUP INC | 24 | 1 | 0.01% | 0.12% | 0.41% | Q2 2013 | Q3 2023 | 40 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 40 |
Twin Tree Management, LP | 19 | 3 | 0.00% | 0.06% | 0.33% | Q3 2014 | Q2 2022 | 39 |
VICTORY CAPITAL MANAGEMENT INC | 38 | 1 | 0.00% | 0.13% | 0.36% | Q3 2013 | Q3 2023 | 39 |
SHELL ASSET MANAGEMENT CO | 39 | 39 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 18 | 2 | 0.22% | 1.25% | 4.41% | Q4 2004 | Q3 2020 | 39 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 39 | 39 | 0.83% | 1.35% | 2.14% | Q1 2014 | Q3 2023 | 39 |
COHEN & STEERS, INC. | 33 | 6 | 0.01% | 2.70% | 7.16% | Q2 2013 | Q3 2023 | 39 |
CREDIT AGRICOLE S A | 20 | 19 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 39 |
WEDBUSH SECURITIES INC | 37 | 2 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.06% | 0.20% | 0.33% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.11% | 0.24% | Q1 2014 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.00% | 0.43% | 0.87% | Q1 2014 | Q3 2023 | 39 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 39 | 39 | 0.12% | 0.59% | 1.02% | Q1 2014 | Q3 2023 | 39 |
Loudon Investment Management, LLC | 39 | 39 | 0.25% | 0.99% | 2.43% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q4 2022 | 39 |
MACKENZIE FINANCIAL CORP | 23 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
ALBION FINANCIAL GROUP /UT | 28 | 10 | 0.06% | 0.30% | 0.47% | Q1 2014 | Q3 2023 | 38 |
NISA INVESTMENT ADVISORS, LLC | 30 | 1 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 38 |
FINANCIAL COUNSELORS INC | 28 | 10 | 0.10% | 0.54% | 1.05% | Q1 2014 | Q3 2023 | 38 |
PRIVATE TRUST CO NA | 31 | 7 | 0.01% | 0.13% | 0.30% | Q1 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 38 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 2 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 38 |
FIRST MANHATTAN CO. LLC. | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
AMERICAN CENTURY COMPANIES INC | 16 | 5 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 37 |
American Investment Services, Inc. | 37 | 37 | 0.06% | 0.15% | 0.26% | Q3 2014 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
BESSEMER GROUP INC | 27 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
NAPLES GLOBAL ADVISORS, LLC | 37 | 37 | 0.15% | 0.55% | 0.96% | Q3 2014 | Q3 2023 | 37 |
CARRET ASSET MANAGEMENT, LLC | 37 | 37 | 0.04% | 0.08% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Presima Securities ULC | 35 | 2 | 0.09% | 4.44% | 9.27% | Q2 2013 | Q3 2023 | 37 |
PEAK6 Investments LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.03% | 0.09% | 0.24% | Q2 2013 | Q1 2022 | 36 |
Gulf International Bank (UK) Ltd | 33 | 3 | 0.03% | 0.09% | 0.17% | Q4 2013 | Q3 2023 | 36 |
Beech Hill Advisors, Inc. | 18 | 4 | 1.13% | 1.66% | 2.44% | Q1 2014 | Q3 2023 | 36 |
ASSETMARK, INC | 30 | 6 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 19 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
DELTA CAPITAL MANAGEMENT LLC | 32 | 1 | 0.14% | 0.45% | 1.40% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.02% | 0.48% | 2.08% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.12% | 0.26% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.02% | 0.39% | 3.34% | Q2 2013 | Q1 2022 | 36 |
Pensionfund Sabic | 36 | 36 | 0.32% | 0.58% | 0.86% | Q1 2015 | Q4 2023 | 36 |
MOTCO | 36 | 36 | 0.01% | 0.23% | 0.93% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
AMALGAMATED BANK | 35 | 1 | 0.03% | 0.07% | 0.13% | Q1 2013 | Q3 2023 | 36 |
Avalon Investment & Advisory | 36 | 36 | 0.01% | 0.51% | 0.80% | Q2 2014 | Q1 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.21% | 0.33% | 0.53% | Q2 2013 | Q1 2022 | 36 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 36 |
Sigma Planning Corp | 32 | 3 | 0.01% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
BOKF, NA | 20 | 6 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 13 | 1 | 0.00% | 0.07% | 0.34% | Q1 2015 | Q3 2023 | 35 |
Gilman Hill Asset Management, LLC | 19 | 16 | 0.08% | 0.98% | 2.68% | Q2 2013 | Q3 2023 | 35 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 21 | 14 | 0.00% | 0.36% | 0.88% | Q4 2013 | Q3 2023 | 35 |
FENIMORE ASSET MANAGEMENT INC | 35 | 35 | 0.16% | 0.76% | 1.27% | Q2 2013 | Q4 2021 | 35 |
Ninety One UK Ltd | 22 | 13 | 0.00% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 35 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.05% | 0.59% | Q3 2015 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 34 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q2 2023 | 35 |
ING GROEP NV | 19 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q1 2023 | 35 |
OPPENHEIMER & CO INC | 31 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Andra AP-fonden | 15 | 1 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q2 2023 | 34 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2021 | 34 |
TORONTO DOMINION BANK | 31 | 3 | 0.00% | 0.03% | 0.11% | Q1 2013 | Q3 2023 | 34 |
Stratos Wealth Partners, LTD. | 34 | 34 | 0.02% | 0.10% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.08% | 0.23% | Q2 2015 | Q3 2023 | 34 |
Freedom Investment Management, Inc. | 25 | 1 | 0.02% | 0.12% | 0.50% | Q2 2014 | Q3 2023 | 34 |
PAYDEN & RYGEL | 16 | 6 | 0.00% | 1.05% | 2.43% | Q2 2013 | Q4 2022 | 34 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 16 | 3 | 0.01% | 0.79% | 2.23% | Q2 2013 | Q3 2023 | 33 |
Texas Yale Capital Corp. | 33 | 33 | 0.07% | 0.17% | 0.30% | Q3 2015 | Q3 2023 | 33 |
Mirae Asset Global Investments Co., Ltd. | 28 | 1 | 0.01% | 0.09% | 0.21% | Q4 2011 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.19% | 0.61% | Q2 2013 | Q2 2021 | 33 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.00% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 29 | 1 | 0.00% | 0.03% | 0.20% | Q3 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 33 |
AXA S.A. | 27 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q3 2023 | 33 |
Glassman Wealth Services | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Retirement Systems of Alabama | 30 | 3 | 0.04% | 0.19% | 0.30% | Q1 2013 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 33 |
NATIXIS ADVISORS, L.P. | 28 | 5 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 33 |
DnB Asset Management AS | 32 | 1 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q4 2023 | 33 |
SYNOVUS FINANCIAL CORP | 23 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 3 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 33 |
PINNACLE FINANCIAL PARTNERS INC | 32 | 32 | 0.02% | 0.19% | 0.58% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.01% | 0.30% | 0.98% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
FIL Ltd | 26 | 6 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 32 |
Patten Group, Inc. | 32 | 32 | 0.00% | 0.14% | 0.44% | Q2 2015 | Q1 2023 | 32 |
Endurance Wealth Management, Inc. | 32 | 32 | 0.00% | 0.14% | 0.62% | Q3 2015 | Q2 2023 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 14 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 32 |
JOHNSON INVESTMENT COUNSEL INC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
PineBridge Investments, L.P. | 16 | 16 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q4 2021 | 32 |
Manchester Capital Management LLC | 32 | 32 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
CIBC WORLD MARKET INC. | 22 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 32 |
Evercore Wealth Management, LLC | 19 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.04% | 0.13% | 0.26% | Q4 2015 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Buckingham Capital Management, Inc. | 31 | 31 | 0.17% | 0.84% | 1.27% | Q1 2016 | Q3 2023 | 31 |
PUTNAM INVESTMENTS LLC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 31 |
FIRST FINANCIAL CORP /IN/ | 27 | 4 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 31 |
Ameritas Investment Partners, Inc. | 31 | 31 | 0.05% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
American Assets Investment Management, LLC | 22 | 2 | 0.03% | 0.10% | 0.51% | Q2 2013 | Q3 2023 | 31 |
Muzinich & Co., Inc. | 31 | 31 | 0.01% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Uniplan Investment Counsel, Inc. | 26 | 5 | 0.62% | 1.59% | 3.66% | Q2 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
FORSTA AP-FONDEN | 30 | 1 | 0.06% | 0.15% | 0.34% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 3 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q4 2023 | 31 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 5 | 0.01% | 0.05% | 0.25% | Q4 2013 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
MARTINGALE ASSET MANAGEMENT L P | 31 | 31 | 0.00% | 0.12% | 0.55% | Q4 2014 | Q2 2022 | 31 |
First Financial Bank - Trust Division | 31 | 31 | 0.04% | 0.44% | 1.19% | Q2 2016 | Q4 2023 | 31 |
State of Tennessee, Treasury Department | 30 | 1 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 31 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 26 | 4 | 0.10% | 0.47% | 0.80% | Q4 2013 | Q4 2023 | 30 |
Capital Research Global Investors | 23 | 7 | 0.01% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 30 |
Calamos Advisors LLC | 28 | 1 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 30 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 30 | 30 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
COMMERCE BANK | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.03% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Louisiana State Employees Retirement System | 30 | 30 | 0.04% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 30 |
Versant Capital Management, Inc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 30 |
Norinchukin Bank, The | 30 | 30 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 30 | 30 | 0.00% | 0.14% | 0.32% | Q2 2016 | Q3 2023 | 30 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 3 | 0.02% | 0.09% | 0.29% | Q4 2013 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q1 2021 | 30 |
Arizona State Retirement System | 30 | 30 | 0.05% | 0.09% | 0.16% | Q2 2016 | Q3 2023 | 30 |
TEXAS PERMANENT SCHOOL FUND CORP | 30 | 30 | 0.06% | 0.08% | 0.12% | Q2 2016 | Q3 2023 | 30 |
BANK OF NOVA SCOTIA | 30 | 30 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.03% | 0.33% | 1.54% | Q1 2016 | Q3 2023 | 30 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 30 | 30 | 0.02% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
BAILARD, INC. | 19 | 1 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 30 |
Azimuth Capital Management LLC | 30 | 30 | 0.11% | 0.21% | 0.29% | Q4 2014 | Q1 2022 | 30 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
FORTE CAPITAL LLC /ADV | 18 | 12 | 0.11% | 0.27% | 0.52% | Q1 2015 | Q3 2023 | 30 |
Kentucky Retirement Systems | 30 | 30 | 0.07% | 0.10% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Chevy Chase Trust Holdings, LLC | 30 | 30 | 0.06% | 0.09% | 0.14% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.06% | 0.08% | 0.12% | Q2 2016 | Q3 2023 | 30 |
National Pension Service | 30 | 30 | 0.06% | 0.11% | 0.16% | Q2 2016 | Q3 2023 | 30 |
GATEWAY INVESTMENT ADVISERS LLC | 29 | 1 | 0.01% | 0.12% | 0.26% | Q4 2015 | Q2 2023 | 30 |
RMR Advisors LLC | 30 | 30 | 1.20% | 1.68% | 2.34% | Q2 2013 | Q3 2020 | 30 |
Kentucky Retirement Systems Insurance Trust Fund | 30 | 30 | 0.07% | 0.11% | 0.17% | Q2 2016 | Q3 2023 | 30 |
BROWN ADVISORY INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
SUMITOMO LIFE INSURANCE CO | 29 | 29 | 0.03% | 0.11% | 0.23% | Q3 2016 | Q3 2023 | 29 |
ZEVIN ASSET MANAGEMENT LLC | 29 | 29 | 0.09% | 0.74% | 1.87% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.04% | 0.17% | Q4 2013 | Q4 2020 | 29 |
Cubist Systematic Strategies, LLC | 17 | 1 | 0.00% | 0.06% | 0.36% | Q3 2014 | Q1 2023 | 29 |
LGT CAPITAL PARTNERS LTD. | 29 | 29 | 0.18% | 0.33% | 0.78% | Q3 2016 | Q3 2023 | 29 |
NewEdge Advisors, LLC | 23 | 6 | 0.01% | 0.06% | 0.26% | Q2 2016 | Q3 2023 | 29 |
Boston Trust Walden Corp | 29 | 29 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q2 2020 | 29 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 17 | 1 | 0.30% | 1.42% | 3.29% | Q2 2013 | Q1 2022 | 29 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 25 | 1 | 0.01% | 3.37% | 6.46% | Q2 2013 | Q3 2023 | 29 |
CIBC WORLD MARKETS CORP | 29 | 29 | 0.02% | 0.07% | 0.18% | Q3 2016 | Q3 2023 | 29 |
DIVIDEND ASSETS CAPITAL, LLC | 29 | 29 | 0.02% | 0.51% | 0.95% | Q3 2016 | Q3 2023 | 29 |
CenterStar Asset Management, LLC | 6 | 3 | 0.00% | 0.10% | 0.59% | Q4 2017 | Q2 2022 | 29 |
Parkside Financial Bank & Trust | 26 | 3 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 29 |
Copeland Capital Management, LLC | 17 | 1 | 0.00% | 0.11% | 2.01% | Q2 2013 | Q4 2022 | 29 |
BLAIR WILLIAM & CO/IL | 26 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 29 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.06% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 28 |
Taylor Frigon Capital Management LLC | 24 | 4 | 0.39% | 0.76% | 1.18% | Q3 2015 | Q3 2023 | 28 |
HERITAGE INVESTORS MANAGEMENT CORP | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2020 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
First Allied Advisory Services, Inc. | 16 | 12 | 0.01% | 0.05% | 0.28% | Q2 2013 | Q3 2020 | 28 |
Spot Trading L.L.C | 9 | 6 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2017 | 28 |
MONETARY MANAGEMENT GROUP INC | 25 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 28 |
HOWE & RUSLING INC | 27 | 1 | 0.00% | 0.18% | 1.04% | Q4 2014 | Q3 2022 | 28 |
Harbor Advisors LLC | 28 | 28 | 0.13% | 1.21% | 5.72% | Q4 2016 | Q3 2023 | 28 |
Forward Management, LLC | 27 | 1 | 0.03% | 0.56% | 3.40% | Q2 2013 | Q1 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.38% | 0.65% | 0.84% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.17% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 1.44% | 1.79% | 2.53% | Q4 2016 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 0.01% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 28 |
First Horizon Advisors, Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.65% | 0.93% | 1.42% | Q4 2016 | Q3 2023 | 28 |
Omnia Family Wealth, LLC | 28 | 28 | 0.15% | 0.27% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 0.12% | 0.44% | 0.85% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.18% | 0.36% | 0.54% | Q4 2016 | Q3 2023 | 28 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.14% | 0.41% | 0.78% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.03% | 0.10% | 0.35% | Q2 2013 | Q1 2020 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.47% | 0.80% | 1.60% | Q4 2016 | Q3 2023 | 28 |
Cordasco Financial Network | 28 | 28 | 0.59% | 0.84% | 1.31% | Q3 2015 | Q2 2022 | 28 |
Iowa State Bank | 28 | 28 | 0.47% | 1.20% | 1.72% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.02% | 0.10% | 0.26% | Q4 2015 | Q3 2022 | 28 |
EVERENCE CAPITAL MANAGEMENT INC | 28 | 28 | 0.06% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 28 |
M&R CAPITAL MANAGEMENT INC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2023 | 28 |
Archford Capital Strategies, LLC | 16 | 12 | 0.06% | 0.20% | 0.37% | Q1 2014 | Q1 2021 | 28 |
South Dakota Investment Council | 28 | 28 | 0.02% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
EATON VANCE MANAGEMENT | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 28 |
QS Investors, LLC | 27 | 27 | 0.00% | 0.05% | 0.21% | Q4 2014 | Q2 2021 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
COLONY GROUP LLC | 15 | 1 | 0.00% | 0.01% | 0.27% | Q2 2013 | Q3 2023 | 27 |
AEW CAPITAL MANAGEMENT L P | 16 | 11 | 0.74% | 3.26% | 6.62% | Q4 2016 | Q3 2023 | 27 |
Jacobi Capital Management LLC | 26 | 1 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 27 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.03% | 0.18% | Q4 2012 | Q3 2023 | 27 |
Royal Fund Management, LLC | 27 | 27 | 0.31% | 0.74% | 1.31% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Fernwood Investment Management, LLC | 24 | 1 | 0.07% | 0.31% | 0.74% | Q4 2013 | Q4 2021 | 27 |
Independent Advisor Alliance | 24 | 3 | 0.02% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.08% | 0.10% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Mariner, LLC | 25 | 2 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 27 |
Capital International Investors | 27 | 27 | 0.01% | 0.25% | 0.64% | Q1 2017 | Q3 2023 | 27 |
Winfield Associates, Inc. | 13 | 1 | 0.00% | 0.34% | 0.72% | Q4 2013 | Q1 2022 | 27 |
Smithfield Trust Co | 14 | 13 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 27 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 26 | 1 | 0.00% | 0.12% | 0.56% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
BLB&B Advisors, LLC | 26 | 1 | 0.02% | 0.08% | 0.16% | Q2 2016 | Q2 2023 | 27 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.13% | 2.00% | Q2 2014 | Q3 2023 | 27 |
TCI Wealth Advisors, Inc. | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 27 |
PARADIGM ASSET MANAGEMENT CO LLC | 27 | 27 | 0.09% | 0.48% | 1.16% | Q2 2014 | Q4 2020 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Candriam S.C.A. | 27 | 27 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 27 |
THOMPSON SIEGEL & WALMSLEY LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 27 | 0.02% | 0.10% | 0.18% | Q4 2016 | Q2 2023 | 27 |
DAVIS SELECTED ADVISERS | 23 | 1 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.01% | 0.05% | 0.17% | Q2 2014 | Q4 2021 | 27 |
SHELTON CAPITAL MANAGEMENT | 25 | 1 | 0.01% | 0.17% | 0.44% | Q4 2016 | Q3 2023 | 26 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 1 | 0.01% | 0.16% | 0.61% | Q4 2015 | Q3 2023 | 26 |
Legacy Advisors, LLC | 16 | 2 | 0.01% | 0.16% | 0.60% | Q4 2016 | Q3 2023 | 26 |
CIM INVESTMENT MANAGEMENT INC | 26 | 26 | 0.10% | 0.30% | 0.63% | Q2 2017 | Q3 2023 | 26 |
CADENCE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.05% | 0.09% | Q2 2014 | Q3 2020 | 26 |
MASON STREET ADVISORS, LLC | 19 | 7 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2020 | 26 |
Private Advisor Group, LLC | 17 | 1 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 26 |
NICHOLAS COMPANY, INC. | 22 | 4 | 0.05% | 0.14% | 0.43% | Q2 2013 | Q4 2022 | 26 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.00% | 0.08% | 0.19% | Q4 2015 | Q4 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.07% | 0.30% | Q3 2016 | Q3 2023 | 26 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 25 | 1 | 0.02% | 0.68% | 1.77% | Q3 2013 | Q3 2023 | 26 |
Madrona Financial Services, LLC | 26 | 26 | 0.12% | 0.18% | 0.27% | Q2 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2021 | 26 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q2 2019 | 25 |
Caprock Group, LLC | 15 | 2 | 0.03% | 0.12% | 0.52% | Q1 2016 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 24 | 1 | 0.02% | 0.11% | 0.21% | Q3 2015 | Q2 2023 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.01% | 0.07% | 0.13% | Q3 2013 | Q3 2019 | 25 |
ClearBridge Investments | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 0.85% | 1.26% | 1.75% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.05% | 0.22% | Q3 2015 | Q3 2023 | 25 |
Tredje AP-fonden | 20 | 5 | 0.00% | 0.06% | 0.11% | Q1 2016 | Q4 2022 | 25 |
EAGLE ASSET MANAGEMENT INC | 23 | 2 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q4 2020 | 25 |
RFG Advisory, LLC | 25 | 25 | 0.06% | 0.18% | 0.44% | Q1 2017 | Q1 2023 | 25 |
NOVARE CAPITAL MANAGEMENT LLC | 25 | 25 | 0.64% | 0.81% | 1.10% | Q3 2017 | Q3 2023 | 25 |
TRUIST FINANCIAL CORP | 16 | 9 | 0.00% | 0.06% | 0.15% | Q3 2015 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.09% | 0.18% | 0.38% | Q3 2017 | Q3 2023 | 25 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 8 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.02% | 0.11% | 0.25% | Q1 2013 | Q1 2019 | 25 |
LVM CAPITAL MANAGEMENT LTD/MI | 25 | 25 | 0.82% | 3.15% | 5.23% | Q3 2017 | Q3 2023 | 25 |
BAMCO INC /NY/ | 15 | 3 | 0.01% | 0.07% | 0.22% | Q1 2016 | Q3 2023 | 25 |
MUFG Americas Holdings Corp | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q3 2022 | 25 |
1832 Asset Management L.P. | 16 | 9 | 0.00% | 0.06% | 0.17% | Q1 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.03% | 0.11% | 0.18% | Q3 2017 | Q3 2023 | 25 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 14 | 11 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 5 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 25 |
State of New Jersey Common Pension Fund D | 22 | 3 | 0.00% | 0.12% | 0.27% | Q2 2014 | Q3 2023 | 25 |
Integre Asset Management, LLC | 25 | 25 | 0.06% | 0.62% | 2.77% | Q4 2013 | Q4 2019 | 25 |
Horrell Capital Management, Inc. | 22 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 24 |
HANCOCK WHITNEY CORP | 21 | 1 | 0.01% | 0.25% | 0.48% | Q2 2016 | Q3 2023 | 24 |
BDO Wealth Advisors, LLC | 16 | 8 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2023 | 24 |
Cascade Investment Advisors, Inc. | 23 | 1 | 0.08% | 0.21% | 0.29% | Q4 2016 | Q1 2023 | 24 |
Checchi Capital Advisers, LLC | 17 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 24 |
CONNING INC. | 24 | 24 | 0.01% | 0.01% | 0.05% | Q3 2016 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 16 | 1 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q4 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q1 2019 | 24 |
FRED ALGER MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 24 |
LINCOLN NATIONAL CORP | 22 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 24 |
HOLDERNESS INVESTMENTS CO | 24 | 24 | 0.13% | 0.21% | 0.36% | Q1 2017 | Q4 2022 | 24 |
Pettee Investors, Inc. | 19 | 2 | 0.10% | 0.17% | 0.30% | Q4 2015 | Q3 2023 | 24 |
Capital International, Inc./CA/ | 23 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q2 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.09% | 0.33% | Q1 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 19 | 5 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
NAVELLIER & ASSOCIATES INC | 24 | 24 | 0.26% | 0.70% | 2.64% | Q2 2016 | Q1 2022 | 24 |
Penserra Capital Management LLC | 19 | 5 | 0.00% | 0.13% | 0.44% | Q4 2015 | Q3 2023 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.21% | 0.36% | Q2 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.65% | 1.05% | 1.56% | Q4 2017 | Q3 2023 | 24 |
Edgestream Partners, L.P. | 10 | 2 | 0.05% | 0.59% | 1.98% | Q2 2015 | Q1 2023 | 23 |
MILLER HOWARD INVESTMENTS INC /NY | 23 | 23 | 0.77% | 1.40% | 2.11% | Q2 2013 | Q4 2018 | 23 |
WADE G W & INC | 20 | 1 | 0.01% | 0.03% | 0.12% | Q3 2017 | Q3 2023 | 23 |
HONEYWELL INTERNATIONAL INC | 23 | 23 | 0.01% | 0.40% | 3.08% | Q4 2013 | Q2 2019 | 23 |
CENTRAL TRUST Co | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 23 |
CULLEN/FROST BANKERS, INC. | 23 | 23 | 0.01% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.01% | 0.16% | 1.30% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.10% | 2.78% | 5.94% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
INTACT INVESTMENT MANAGEMENT INC. | 23 | 23 | 0.13% | 0.18% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Ancora Advisors LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
NVWM, LLC | 23 | 23 | 0.00% | 0.10% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.05% | 0.28% | Q4 2016 | Q2 2022 | 23 |
Smith, Salley & Associates | 23 | 23 | 0.06% | 0.41% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Probity Advisors, Inc. | 13 | 2 | 0.07% | 0.16% | 0.37% | Q3 2017 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 14 | 9 | 0.02% | 0.21% | 0.75% | Q1 2016 | Q1 2022 | 23 |
Cetera Advisor Networks LLC | 22 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 23 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.07% | 1.05% | Q2 2016 | Q1 2023 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.80% | 0.97% | 1.18% | Q2 2014 | Q4 2019 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q4 2022 | 23 |
Tarbox Family Office, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 23 |
Capital International Sarl | 22 | 22 | 0.08% | 0.23% | 0.40% | Q2 2017 | Q3 2022 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
WESBANCO BANK INC | 11 | 11 | 0.04% | 0.31% | 0.48% | Q1 2018 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 3 | 0.02% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 22 |
First PREMIER Bank | 22 | 22 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2022 | 22 |
Sompo Asset Management Co., Ltd. | 22 | 22 | 0.10% | 0.68% | 1.54% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.24% | 0.38% | 0.60% | Q2 2018 | Q3 2023 | 22 |
AMICA MUTUAL INSURANCE CO | 10 | 5 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q4 2019 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2022 | 22 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 22 |
VAN ECK ASSOCIATES CORP | 22 | 22 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.04% | 0.13% | 0.16% | Q4 2016 | Q1 2022 | 22 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 22 | 22 | 0.03% | 0.07% | 0.14% | Q3 2017 | Q4 2022 | 22 |
Kistler-Tiffany Companies, LLC | 21 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2023 | 22 |
Cetera Investment Advisers | 19 | 3 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 22 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 22 |
NBT BANK N A /NY | 20 | 2 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 22 |
EII CAPITAL MANAGEMENT, INC. | 22 | 22 | 0.64% | 1.90% | 3.82% | Q2 2016 | Q3 2021 | 22 |
Manning & Napier Group, LLC | 22 | 22 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q1 2023 | 22 |
HEITMAN REAL ESTATE SECURITIES LLC | 8 | 1 | 0.06% | 3.38% | 6.83% | Q2 2013 | Q3 2023 | 21 |
Perigon Wealth Management, LLC | 20 | 1 | 0.01% | 0.17% | 0.29% | Q4 2013 | Q4 2020 | 21 |
Tradewinds Capital Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
TELEMUS CAPITAL, LLC | 21 | 21 | 0.04% | 0.10% | 0.20% | Q1 2016 | Q1 2021 | 21 |
Resolution Capital Ltd | 18 | 1 | 0.45% | 2.31% | 5.64% | Q2 2016 | Q3 2023 | 21 |
Empire Life Investments Inc. | 11 | 10 | 0.01% | 0.52% | 1.94% | Q2 2017 | Q3 2022 | 21 |
Perpetual Ltd | 8 | 1 | 0.01% | 0.18% | 0.46% | Q3 2013 | Q3 2023 | 21 |
ALLSTATE CORP | 20 | 1 | 0.02% | 0.19% | 0.99% | Q2 2017 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.01% | 0.45% | 0.67% | Q3 2018 | Q3 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q3 2019 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 21 | 21 | 0.04% | 0.11% | 0.20% | Q1 2016 | Q1 2021 | 21 |
Redmond Asset Management, LLC | 21 | 21 | 0.19% | 0.47% | 0.86% | Q3 2018 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 1 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2022 | 21 |
Ninety One SA (PTY) Ltd | 20 | 1 | 0.03% | 0.69% | 2.57% | Q2 2018 | Q3 2023 | 21 |
GREENLEAF TRUST | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Freedom Day Solutions, LLC | 21 | 21 | 0.18% | 1.09% | 1.85% | Q4 2017 | Q4 2022 | 21 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 21 | 21 | 2.94% | 3.45% | 4.67% | Q1 2017 | Q1 2022 | 21 |
SUNTRUST BANKS INC | 14 | 7 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q3 2019 | 21 |
TIEMANN INVESTMENT ADVISORS, LLC | 12 | 2 | 0.10% | 0.18% | 0.26% | Q1 2018 | Q3 2023 | 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2022 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.02% | 0.16% | 0.35% | Q2 2013 | Q2 2023 | 21 |
ARROW FINANCIAL CORP | 16 | 1 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 21 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2020 | 20 |
LaSalle Street Capital Management, LLC | 20 | 20 | 1.28% | 1.52% | 1.83% | Q4 2014 | Q3 2019 | 20 |
STONERIDGE INVESTMENT PARTNERS LLC | 12 | 8 | 0.17% | 1.17% | 2.54% | Q3 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 20 | 20 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Wills Financial Group, Inc. | 20 | 20 | 0.12% | 0.19% | 0.26% | Q3 2017 | Q2 2022 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.09% | 0.20% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.02% | 0.25% | 1.10% | Q4 2018 | Q3 2023 | 20 |
Amica Retiree Medical Trust | 10 | 3 | 0.05% | 0.08% | 0.19% | Q4 2013 | Q4 2019 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.02% | 0.13% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.02% | 0.21% | 0.39% | Q4 2017 | Q3 2022 | 20 |
Independent Order of Foresters | 20 | 20 | 0.16% | 0.36% | 0.84% | Q2 2013 | Q1 2018 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.16% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
BP PLC | 13 | 7 | 0.04% | 0.10% | 0.17% | Q2 2016 | Q2 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Grassi Investment Management | 20 | 20 | 0.64% | 1.08% | 1.72% | Q4 2018 | Q3 2023 | 20 |
SENTRY INVESTMENT MANAGEMENT LLC | 8 | 3 | 0.02% | 0.09% | 0.17% | Q2 2016 | Q3 2023 | 20 |
Fieldpoint Private Securities, LLC | 20 | 20 | 0.05% | 0.08% | 0.13% | Q3 2017 | Q2 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.03% | 0.18% | 0.33% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 20 |
EXANE DERIVATIVES | 10 | 4 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q1 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.05% | 0.11% | 0.21% | Q1 2013 | Q4 2017 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.38% | 0.66% | 1.08% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 15 | 5 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2018 | 20 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 20 |
THOMAS WHITE INTERNATIONAL LTD | 20 | 20 | 0.02% | 0.05% | 0.11% | Q3 2018 | Q2 2023 | 20 |
SECURITY NATIONAL TRUST CO | 18 | 2 | 0.00% | 0.22% | 0.35% | Q3 2014 | Q3 2021 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.04% | 0.14% | Q1 2009 | Q3 2023 | 20 |
FCA CORP /TX | 19 | 19 | 0.09% | 0.13% | 0.20% | Q4 2017 | Q2 2022 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
AlphaMark Advisors, LLC | 19 | 19 | 0.03% | 0.28% | 0.56% | Q1 2016 | Q3 2020 | 19 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 19 |
SeaCrest Wealth Management, LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 19 |
Lowe Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
CAPITAL GUARDIAN TRUST CO | 18 | 1 | 0.00% | 0.09% | 0.36% | Q3 2014 | Q2 2019 | 19 |
Lantz Financial LLC | 19 | 19 | 0.49% | 0.80% | 1.20% | Q1 2019 | Q3 2023 | 19 |
Taikang Asset Management (Hong Kong) Co Ltd | 19 | 19 | 0.02% | 0.37% | 0.90% | Q4 2017 | Q2 2022 | 19 |
PATTEN & PATTEN INC/TN | 14 | 5 | 0.06% | 0.32% | 0.48% | Q2 2013 | Q3 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q4 2014 | Q3 2022 | 19 |
TOMPKINS FINANCIAL CORP | 18 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2021 | 19 |
Avantax Planning Partners, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
REGIONS FINANCIAL CORP | 8 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2022 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 5 | 0.00% | 0.06% | 0.70% | Q4 2016 | Q3 2023 | 19 |
LYELL WEALTH MANAGEMENT, LP | 19 | 19 | 0.59% | 1.01% | 1.51% | Q1 2019 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q1 2022 | 19 |
CPWM, LLC | 19 | 19 | 0.06% | 0.11% | 0.18% | Q1 2018 | Q3 2022 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.14% | 0.64% | Q1 2019 | Q3 2023 | 19 |
Farmers & Merchants Trust Co of Chambersburg PA | 19 | 19 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
IBEX WEALTH ADVISORS | 18 | 1 | 0.56% | 0.84% | 1.38% | Q4 2018 | Q3 2023 | 19 |
GUARDIAN CAPITAL LP | 18 | 1 | 0.09% | 0.29% | 0.52% | Q2 2013 | Q4 2022 | 19 |
ADVISOR PARTNERS LLC | 19 | 19 | 0.04% | 0.06% | 0.13% | Q4 2017 | Q2 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.10% | 0.40% | Q1 2019 | Q3 2023 | 19 |
BAHL & GAYNOR INC | 14 | 5 | 0.02% | 0.14% | 0.67% | Q2 2013 | Q3 2022 | 19 |
FIRST HAWAIIAN BANK | 18 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2022 | 19 |
EARNEST PARTNERS LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.15% | 0.33% | 0.45% | Q3 2018 | Q3 2023 | 19 |
Liberty Mutual Group Asset Management Inc. | 10 | 2 | 0.02% | 0.25% | 1.33% | Q2 2013 | Q3 2023 | 19 |
TOBAM | 14 | 5 | 0.01% | 0.38% | 2.30% | Q2 2013 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 1 | 0.00% | 0.16% | 0.48% | Q1 2016 | Q3 2022 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.07% | 0.31% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 19 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 19 |
Van Hulzen Asset Management, LLC | 15 | 4 | 0.03% | 0.17% | 1.06% | Q4 2017 | Q4 2022 | 19 |
Private Ocean, LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 19 |
Edgewood Management | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.08% | 0.18% | Q1 2015 | Q3 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 1 | 0.01% | 0.10% | 0.31% | Q4 2013 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.17% | 0.32% | 0.56% | Q2 2019 | Q3 2023 | 18 |
Verity & Verity, LLC | 18 | 18 | 0.06% | 1.30% | 1.76% | Q2 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Colonial Trust Advisors | 18 | 18 | 0.00% | 0.79% | 1.41% | Q2 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 11 | 7 | 0.00% | 0.02% | 0.14% | Q2 2017 | Q3 2023 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.20% | 0.80% | 1.08% | Q2 2019 | Q3 2023 | 18 |
SPINNAKER TRUST | 18 | 18 | 0.15% | 0.17% | 0.20% | Q1 2018 | Q2 2022 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 18 |
DeDora Capital, Inc. | 18 | 18 | 0.10% | 0.41% | 1.05% | Q2 2019 | Q3 2023 | 18 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 17 | 1 | 0.01% | 2.68% | 7.87% | Q4 2013 | Q2 2020 | 18 |
Corient Capital Partners, LLC | 16 | 2 | 0.04% | 0.24% | 0.44% | Q3 2016 | Q3 2022 | 18 |
WEST PACES ADVISORS INC. | 16 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 18 |
CCM INVESTMENT ADVISERS LLC | 18 | 18 | 0.08% | 1.22% | 2.64% | Q3 2017 | Q4 2021 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
AMICA PENSION FUND BOARD OF TRUSTEES | 7 | 5 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q4 2018 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Grace Capital | 18 | 18 | 0.18% | 0.34% | 0.78% | Q3 2017 | Q4 2021 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 18 |
EDMP, INC. | 18 | 18 | 0.20% | 0.78% | 1.68% | Q3 2015 | Q4 2019 | 18 |
AlphaStar Capital Management, LLC | 18 | 18 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q1 2022 | 18 |
BOSTON ADVISORS LLC | 18 | 18 | 0.01% | 0.21% | 0.66% | Q2 2015 | Q3 2019 | 18 |
AEGON ASSET MANAGEMENT UK PLC | 15 | 3 | 0.02% | 0.36% | 0.92% | Q1 2017 | Q2 2023 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.13% | 0.73% | 1.23% | Q2 2019 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q4 2019 | 18 |
Quantitative Investment Management, LLC | 4 | 1 | 0.04% | 0.22% | 0.77% | Q1 2014 | Q4 2022 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.12% | 0.83% | 1.04% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Cox Capital Mgt LLC | 18 | 18 | 0.96% | 1.63% | 2.28% | Q2 2019 | Q3 2023 | 18 |
Natixis Investment Managers International | 12 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 14 | 1 | 0.02% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 18 |
BRASADA CAPITAL MANAGEMENT, LP | 17 | 17 | 0.54% | 0.85% | 1.30% | Q4 2017 | Q4 2021 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
OSTERWEIS CAPITAL MANAGEMENT INC | 9 | 8 | 1.19% | 2.31% | 3.72% | Q4 2013 | Q1 2020 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.07% | 0.11% | 0.31% | Q2 2017 | Q2 2021 | 17 |
Nelson Capital Management, LLC | 15 | 2 | 0.00% | 0.78% | 1.41% | Q4 2017 | Q4 2022 | 17 |
SpiderRock Advisors, LLC | 8 | 3 | 0.00% | 0.06% | 0.48% | Q1 2017 | Q2 2021 | 17 |
GAM Holding AG | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.05% | 0.12% | Q1 2018 | Q1 2022 | 17 |
Mendel Money Management | 14 | 3 | 0.23% | 2.18% | 3.28% | Q2 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.08% | 0.61% | Q2 2013 | Q3 2023 | 17 |
Almanack Investment Partners, LLC. | 11 | 1 | 0.00% | 0.05% | 0.10% | Q2 2017 | Q3 2022 | 17 |
CHICAGO EQUITY PARTNERS LLC | 17 | 17 | 0.01% | 0.34% | 0.81% | Q4 2014 | Q4 2018 | 17 |
Leisure Capital Management | 17 | 17 | 0.38% | 0.61% | 0.92% | Q3 2019 | Q3 2023 | 17 |
Community Bank, N.A. | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
Riverview Trust Co | 17 | 17 | 0.03% | 0.18% | 0.28% | Q3 2019 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
HNP Capital LLC | 12 | 5 | 0.20% | 0.46% | 0.64% | Q4 2018 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.15% | 0.39% | Q2 2013 | Q2 2017 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.38% | 0.74% | 1.05% | Q4 2018 | Q4 2022 | 17 |
CWA Asset Management Group, LLC | 11 | 2 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 17 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 2 | 0.01% | 0.11% | 0.88% | Q2 2014 | Q4 2019 | 17 |
Ballentine Partners, LLC | 14 | 3 | 0.01% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 17 |
O'Brien Greene & Co. Inc | 17 | 17 | 1.43% | 1.88% | 2.63% | Q4 2018 | Q4 2022 | 17 |
BARINGS LLC | 8 | 1 | 0.01% | 0.56% | 1.58% | Q4 2013 | Q4 2021 | 17 |
Wambolt & Associates, LLC | 17 | 17 | 0.27% | 0.63% | 1.00% | Q4 2018 | Q4 2022 | 17 |
Adelante Capital Management LLC | 6 | 2 | 0.24% | 1.86% | 3.79% | Q2 2013 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.24% | 0.36% | Q4 2018 | Q4 2022 | 17 |
Edgemoor Investment Advisors, Inc. | 14 | 1 | 0.02% | 0.21% | 0.53% | Q2 2017 | Q3 2023 | 17 |
Tufton Capital Management | 15 | 1 | 0.04% | 0.58% | 0.90% | Q3 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 16 |
Brookfield Asset Management | 8 | 1 | 0.13% | 0.38% | 0.64% | Q2 2013 | Q3 2023 | 16 |
WAFRA INC. | 16 | 16 | 0.16% | 0.77% | 1.91% | Q4 2017 | Q3 2021 | 16 |
River Wealth Advisors LLC | 13 | 3 | 0.01% | 0.15% | 0.23% | Q2 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PRINCETON CAPITAL MANAGEMENT LLC | 12 | 2 | 0.01% | 1.04% | 1.71% | Q1 2018 | Q1 2023 | 16 |
Achmea Investment Management B.V. | 12 | 4 | 0.00% | 0.09% | 0.21% | Q1 2017 | Q2 2023 | 16 |
FORT PITT CAPITAL GROUP, LLC | 16 | 16 | 0.03% | 1.38% | 2.43% | Q3 2019 | Q2 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.01% | 0.17% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.19% | 1.02% | Q4 2019 | Q3 2023 | 16 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2017 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.21% | 0.41% | 0.62% | Q2 2013 | Q1 2017 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.52% | 0.75% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2023 | 16 |
Hixon Zuercher, LLC | 16 | 16 | 0.96% | 1.80% | 3.88% | Q4 2019 | Q3 2023 | 16 |
Cable Hill Partners, LLC | 14 | 1 | 0.02% | 0.10% | 0.18% | Q3 2016 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.83% | 1.41% | 1.80% | Q2 2013 | Q1 2017 | 16 |
Laurel Wealth Advisors, Inc. | 13 | 3 | 0.02% | 0.07% | 0.25% | Q4 2015 | Q2 2022 | 16 |
Apriem Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
OAKBROOK INVESTMENTS LLC | 15 | 1 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.17% | 0.32% | 0.64% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Capital Square, LLC | 16 | 16 | 1.43% | 2.02% | 2.76% | Q4 2019 | Q3 2023 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.26% | 0.67% | 1.02% | Q4 2019 | Q3 2023 | 16 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 2 | 0.01% | 0.08% | 0.18% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.14% | 0.44% | Q3 2013 | Q1 2023 | 16 |
PIERSHALE FINANCIAL GROUP, INC. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 16 |
Friedberg Investment Management | 13 | 3 | 0.34% | 0.93% | 2.04% | Q2 2013 | Q3 2017 | 16 |
Gotham Asset Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CHILTON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.53% | 1.26% | Q2 2013 | Q3 2023 | 16 |
Convergence Investment Partners, LLC | 11 | 1 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 16 |
GARLAND CAPITAL MANAGEMENT INC | 11 | 5 | 1.46% | 2.25% | 3.30% | Q2 2013 | Q3 2023 | 16 |
HMS Capital Management, LLC | 9 | 9 | 0.03% | 0.35% | 1.12% | Q1 2019 | Q1 2021 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.14% | 0.20% | 0.36% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q1 2017 | 16 |
BCWM, LLC | 16 | 16 | 2.23% | 2.82% | 3.42% | Q4 2019 | Q3 2023 | 16 |
Caption Management, LLC | 4 | 1 | 0.01% | 0.18% | 0.45% | Q1 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 11 | 4 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.18% | 0.32% | 0.54% | Q4 2019 | Q3 2023 | 15 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.05% | 0.44% | Q3 2013 | Q4 2021 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 15 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Stolper Co | 15 | 15 | 0.50% | 0.81% | 1.36% | Q1 2020 | Q3 2023 | 15 |
SCOTIA CAPITAL INC. | 9 | 5 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2022 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.19% | 0.32% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 15 |
Poehling Capital Management, INC. | 13 | 2 | 0.04% | 0.53% | 1.29% | Q1 2018 | Q3 2023 | 15 |
SEGALL BRYANT & HAMILL, LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 15 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Legg Mason Asset Management (Japan) Co., Ltd. | 10 | 5 | 0.60% | 0.87% | 1.33% | Q2 2017 | Q4 2021 | 15 |
BANK OF HAWAII | 15 | 15 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q2 2018 | 15 |
Voya Financial Advisors, Inc. | 12 | 3 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Hazelview Securities Inc. | 6 | 2 | 0.45% | 4.00% | 7.18% | Q1 2017 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 15 |
RB Capital Management, LLC | 15 | 15 | 0.12% | 0.15% | 0.17% | Q1 2020 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.27% | 0.62% | 1.55% | Q1 2020 | Q3 2023 | 15 |
CLEARARC CAPITAL INC | 15 | 15 | 0.07% | 0.47% | 1.19% | Q2 2016 | Q4 2019 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 15 |
AGF Investments LLC | 13 | 2 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
ArrowMark Colorado Holdings LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.12% | 0.17% | 0.22% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Hemenway Trust Co LLC | 15 | 15 | 0.02% | 0.28% | 0.87% | Q1 2020 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 11 | 1 | 0.00% | 0.14% | 0.43% | Q1 2017 | Q3 2023 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.02% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 12 | 3 | 0.01% | 0.08% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Jackson, Grant Investment Advisers, Inc. | 15 | 15 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Garrison Asset Management, LLC | 12 | 1 | 0.11% | 0.15% | 0.17% | Q3 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CHATHAM CAPITAL GROUP, INC. | 15 | 15 | 0.30% | 0.97% | 1.63% | Q3 2018 | Q1 2022 | 15 |
KLINGENSTEIN FIELDS & CO LP | 15 | 15 | 0.03% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.10% | 0.24% | Q1 2017 | Q3 2020 | 15 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 15 | 15 | 0.20% | 0.28% | 0.40% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
FIRST MIDWEST BANK TRUST DIVISION | 14 | 1 | 0.03% | 0.16% | 0.38% | Q2 2016 | Q4 2021 | 15 |
GREAT LAKES ADVISORS, LLC | 11 | 4 | 0.00% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 15 |
CAMBRIDGE TRUST CO | 15 | 15 | 0.02% | 0.15% | 0.24% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PRUDENTIAL PLC | 7 | 2 | 0.00% | 0.08% | 0.63% | Q2 2013 | Q3 2023 | 15 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 15 | 0.02% | 0.27% | 0.62% | Q2 2017 | Q4 2020 | 15 |
EP Wealth Advisors, LLC | 11 | 4 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Hudock, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 1 | 0.00% | 0.05% | 0.22% | Q2 2014 | Q1 2023 | 15 |
FAYEZ SAROFIM & CO | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Municipal Employees' Retirement System of Michigan | 9 | 6 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2020 | 15 |
HOMESTEAD ADVISERS CORP | 15 | 15 | 0.55% | 0.79% | 1.48% | Q1 2020 | Q3 2023 | 15 |
JNBA Financial Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 15 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.03% | 0.12% | Q1 2016 | Q3 2019 | 15 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.06% | 0.19% | Q2 2014 | Q3 2022 | 15 |
Jasper Ridge Partners, L.P. | 14 | 14 | 0.42% | 0.66% | 1.00% | Q4 2019 | Q1 2023 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.01% | 0.15% | 0.69% | Q2 2020 | Q3 2023 | 14 |
L & S Advisors Inc | 10 | 2 | 0.15% | 0.25% | 0.52% | Q1 2017 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
STRATEGY ASSET MANAGERS LLC | 11 | 3 | 0.56% | 0.71% | 0.96% | Q4 2016 | Q3 2022 | 14 |
BENEDICT FINANCIAL ADVISORS INC | 14 | 14 | 0.09% | 0.70% | 0.94% | Q2 2020 | Q3 2023 | 14 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 14 |
AMARILLO NATIONAL BANK | 12 | 2 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NATIXIS | 8 | 1 | 0.00% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CHEMICAL BANK | 14 | 14 | 0.04% | 0.10% | 0.13% | Q1 2016 | Q2 2019 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BALDWIN BROTHERS LLC/MA | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 14 |
Capital Investment Advisors, LLC | 10 | 4 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 14 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 14 |
Atria Investments, Inc | 12 | 1 | 0.02% | 0.06% | 0.20% | Q1 2014 | Q1 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.79% | 1.99% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.12% | 0.64% | Q2 2013 | Q3 2016 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
J. W. Coons Advisors, LLC | 8 | 6 | 0.11% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 10 | 4 | 0.01% | 0.09% | 0.27% | Q4 2018 | Q2 2022 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Gerber Kawasaki Wealth & Investment Management | 14 | 14 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
W.G. Shaheen & Associates DBA Whitney & Co | 7 | 1 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q4 2021 | 14 |
Chesley Taft & Associates LLC | 10 | 4 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q4 2018 | 14 |
Sarasin & Partners LLP | 13 | 1 | 0.07% | 0.11% | 0.20% | Q2 2013 | Q1 2020 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.05% | 0.08% | 0.10% | Q1 2016 | Q2 2019 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Symphony Financial, Ltd. Co. | 14 | 14 | 0.23% | 0.48% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 14 |
La Francaise Forum Securities Ltd | 14 | 14 | 1.12% | 2.91% | 3.89% | Q2 2013 | Q3 2016 | 14 |
Demars Financial Group, LLC | 14 | 14 | 0.12% | 1.29% | 2.85% | Q2 2020 | Q3 2023 | 14 |
Spectrum Management Group, LLC | 14 | 14 | 0.00% | 0.56% | 1.21% | Q3 2017 | Q4 2020 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 1 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q4 2022 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
CITY HOLDING CO | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 0.08% | 0.67% | 1.32% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Terra Nova Asset Management LLC | 8 | 5 | 0.56% | 1.14% | 1.65% | Q1 2015 | Q3 2022 | 13 |
SFMG, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 13 | 13 | 0.05% | 0.14% | 0.47% | Q2 2013 | Q2 2016 | 13 |
Indie Asset Partners, LLC | 12 | 1 | 0.24% | 0.35% | 0.63% | Q4 2019 | Q3 2023 | 13 |
BTC Capital Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
180 WEALTH ADVISORS, LLC | 13 | 13 | 0.08% | 0.26% | 0.52% | Q4 2017 | Q4 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 13 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.07% | 0.24% | Q1 2018 | Q3 2023 | 13 |
Fulcrum Equity Management | 13 | 13 | 0.08% | 0.14% | 0.26% | Q4 2018 | Q4 2021 | 13 |
Mutual Advisors, LLC | 12 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 13 |
SeaBridge Investment Advisors LLC | 11 | 2 | 0.10% | 0.18% | 0.24% | Q3 2017 | Q3 2022 | 13 |
Highstreet Asset Management Inc. | 13 | 13 | 0.03% | 0.11% | 0.39% | Q4 2016 | Q4 2019 | 13 |
Lido Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Aldebaran Financial Inc. | 13 | 13 | 0.74% | 1.38% | 1.84% | Q3 2020 | Q3 2023 | 13 |
Bramshill Investments, LLC | 7 | 1 | 0.07% | 0.29% | 0.69% | Q1 2018 | Q3 2023 | 13 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 7 | 1 | 0.02% | 0.74% | 1.84% | Q2 2015 | Q2 2022 | 13 |
InTrack Investment Management Inc | 13 | 13 | 1.04% | 1.49% | 2.35% | Q4 2020 | Q4 2023 | 13 |
First Command Bank | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Continuum Advisory, LLC | 13 | 13 | 0.04% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 5 | 0.05% | 0.52% | 0.91% | Q4 2012 | Q2 2022 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.02% | 0.16% | 0.41% | Q2 2015 | Q1 2019 | 13 |
JENNISON ASSOCIATES LLC | 9 | 1 | 0.00% | 0.08% | 0.22% | Q4 2014 | Q3 2023 | 13 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 13 |
CRAWFORD INVESTMENT COUNSEL INC | 11 | 1 | 0.00% | 1.09% | 2.33% | Q2 2013 | Q4 2020 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.00% | 0.20% | 0.34% | Q3 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SYMONS CAPITAL MANAGEMENT INC | 13 | 13 | 1.69% | 2.44% | 3.58% | Q2 2014 | Q2 2017 | 13 |
Shorepoint Capital Partners LLC | 7 | 6 | 0.62% | 1.06% | 1.66% | Q3 2019 | Q4 2022 | 13 |
AUXIER ASSET MANAGEMENT | 13 | 13 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q2 2022 | 13 |
PARNASSUS INVESTMENTS, LLC | 13 | 13 | 1.24% | 1.50% | 2.02% | Q4 2018 | Q4 2021 | 13 |
Haverford Trust Co | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
FIRST UNITED BANK & TRUST | 13 | 13 | 0.19% | 0.24% | 0.33% | Q3 2020 | Q3 2023 | 13 |
MONTRUSCO BOLTON INVESTMENTS INC. | 13 | 13 | 0.10% | 0.42% | 1.20% | Q1 2020 | Q1 2023 | 13 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.08% | 0.35% | Q4 2015 | Q3 2023 | 13 |
Addison Capital Co | 13 | 13 | 0.18% | 0.24% | 0.31% | Q2 2019 | Q2 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ninepoint Partners LP | 6 | 1 | 0.01% | 0.16% | 0.73% | Q2 2019 | Q3 2023 | 13 |
Yorktown Management & Research Co Inc | 7 | 6 | 0.04% | 0.17% | 0.36% | Q2 2014 | Q4 2021 | 13 |
Boston Common Asset Management, LLC | 11 | 2 | 0.06% | 0.22% | 0.34% | Q2 2018 | Q3 2023 | 13 |
First Command Financial Services, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2023 | 13 |
Zimmer Partners, LP | 6 | 1 | 0.07% | 0.65% | 1.32% | Q2 2016 | Q4 2022 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 12 | 0.40% | 0.50% | 0.71% | Q2 2013 | Q1 2016 | 12 |
Penn Capital Management Company, LLC | 12 | 12 | 0.03% | 0.06% | 0.13% | Q1 2020 | Q4 2022 | 12 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 12 | 12 | 0.45% | 0.65% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Carnick & Kubik, LLC | 12 | 12 | 0.57% | 1.04% | 1.51% | Q2 2013 | Q1 2016 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.02% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Sandy Spring Bank | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Signet Investment Advisory Group, Inc. | 12 | 12 | 0.07% | 1.10% | 1.47% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2016 | 12 |
SALEM INVESTMENT COUNSELORS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.03% | 0.06% | 0.15% | Q2 2020 | Q1 2023 | 12 |
Green Alpha Advisors, LLC | 11 | 1 | 0.82% | 1.11% | 1.87% | Q4 2020 | Q4 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 2 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q2 2023 | 12 |
Pearl River Capital, LLC | 5 | 1 | 0.05% | 0.41% | 0.80% | Q4 2018 | Q1 2023 | 12 |
DAVENPORT & Co LLC | 11 | 1 | 0.01% | 0.33% | 0.54% | Q4 2017 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q2 2022 | 12 |
Grandeur Peak Global Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.05% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
HHG & Company, LLC | 12 | 12 | 0.27% | 0.54% | 0.96% | Q2 2013 | Q1 2016 | 12 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.06% | 0.36% | Q3 2015 | Q3 2022 | 12 |
Covington Capital Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Investors Research Corp | 7 | 5 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 12 |
Keeler Thomas Management LLC | 12 | 12 | 0.29% | 1.04% | 1.95% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.79% | 4.90% | Q4 2019 | Q3 2023 | 12 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Elliott Investment Management L.P. | 6 | 2 | 0.34% | 0.87% | 1.91% | Q1 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 2 | 1 | 0.01% | 0.16% | 0.45% | Q4 2014 | Q2 2022 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.31% | 0.39% | 0.55% | Q4 2020 | Q3 2023 | 12 |
MIROVA | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 12 |
Parkwood LLC | 11 | 1 | 0.04% | 0.08% | 0.14% | Q4 2013 | Q2 2017 | 12 |
Ethic Inc. | 11 | 1 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
1776 Wealth LLC | 9 | 3 | 0.57% | 0.68% | 0.82% | Q4 2019 | Q4 2022 | 12 |
Dorsey & Whitney Trust CO LLC | 6 | 1 | 0.02% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 12 |
EPG Wealth Management LLC | 10 | 2 | 0.04% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Grove Bank & Trust | 9 | 3 | 0.00% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 10 | 2 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 12 |
FIRST NATIONAL CORP /MA/ /ADV | 11 | 1 | 0.01% | 0.09% | 0.18% | Q1 2019 | Q3 2022 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Visionary Wealth Advisors | 12 | 12 | 0.03% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Texas Capital Bank Wealth Management Services Inc | 12 | 12 | 0.41% | 0.82% | 1.19% | Q4 2019 | Q3 2022 | 12 |
CAPSTONE ASSET MANAGEMENT CO | 8 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 12 |
Willingdon Wealth Management | 12 | 12 | 0.00% | 0.57% | 1.02% | Q2 2017 | Q1 2020 | 12 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q4 2015 | 11 |
GW HENSSLER & ASSOCIATES LTD | 7 | 4 | 0.02% | 0.64% | 1.50% | Q2 2017 | Q2 2021 | 11 |
SENTINEL ASSET MANAGEMENT, INC. | 11 | 11 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q4 2015 | 11 |
AGRAN LIBBIE | 11 | 11 | 0.09% | 0.10% | 0.15% | Q2 2013 | Q4 2015 | 11 |
Bank Pictet & Cie (Europe) AG | 9 | 2 | 0.01% | 0.04% | 0.18% | Q1 2020 | Q3 2023 | 11 |
ADELL HARRIMAN & CARPENTER INC | 11 | 11 | 0.04% | 0.13% | 0.28% | Q1 2021 | Q3 2023 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2020 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q4 2022 | 11 |
Weaver C. Barksdale & Associates, Inc. | 8 | 3 | 0.44% | 0.87% | 1.94% | Q3 2014 | Q3 2017 | 11 |
SFE Investment Counsel | 11 | 11 | 0.34% | 0.62% | 0.85% | Q1 2021 | Q3 2023 | 11 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 11 | 11 | 0.31% | 0.39% | 0.51% | Q2 2020 | Q4 2022 | 11 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 11 |
Sonora Investment Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 11 |
NATIONAL PLANNING CORP | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2017 | 11 |
USCA RIA LLC | 10 | 1 | 0.03% | 0.09% | 0.18% | Q2 2015 | Q2 2021 | 11 |
Assenagon Asset Management S.A. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Catalyst Capital Advisors LLC | 10 | 1 | 0.01% | 0.16% | 0.41% | Q2 2013 | Q3 2017 | 11 |
Tiger Eye Capital LLC | 10 | 1 | 0.10% | 0.24% | 0.49% | Q3 2018 | Q2 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Virtus ETF Advisers LLC | 11 | 11 | 0.14% | 0.46% | 0.82% | Q1 2021 | Q3 2023 | 11 |
EFG Asset Management (Americas) Corp. | 11 | 11 | 0.08% | 0.12% | 0.23% | Q3 2020 | Q1 2023 | 11 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.09% | 0.33% | Q3 2015 | Q3 2023 | 11 |
Argent Trust Co | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SG3 Management, LLC | 2 | 2 | 0.00% | 0.41% | 1.39% | Q1 2020 | Q2 2022 | 11 |
AlphaCrest Capital Management LLC | 9 | 2 | 0.04% | 0.15% | 0.38% | Q2 2019 | Q3 2022 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
USA FINANCIAL FORMULAS | 7 | 4 | 0.00% | 0.27% | 1.42% | Q4 2015 | Q4 2021 | 11 |
Clarius Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q2 2023 | 11 |
First Bank & Trust | 11 | 11 | 0.06% | 0.36% | 0.61% | Q1 2021 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.32% | 0.42% | 0.52% | Q1 2021 | Q3 2023 | 11 |
DUALITY ADVISERS, LP | 4 | 2 | 0.06% | 0.32% | 0.72% | Q4 2018 | Q1 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Western Wealth Management, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.02% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 11 |
American Institute for Advanced Investment Management, LLP | 10 | 1 | 0.18% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.11% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Robbins Farley | 10 | 1 | 0.60% | 1.24% | 2.14% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SMITH, MOORE & CO. | 10 | 1 | 0.03% | 0.05% | 0.09% | Q2 2016 | Q1 2022 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2021 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 11 | 0.11% | 0.23% | 0.37% | Q4 2015 | Q2 2018 | 11 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
FIRST MERCHANTS CORP | 11 | 11 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q1 2023 | 11 |
LORD, ABBETT & CO. LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2018 | 11 |
ARS Investment Partners, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2022 | 11 |
REAVES W H & CO INC | 6 | 5 | 0.02% | 0.62% | 1.43% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.34% | 0.45% | 0.51% | Q2 2020 | Q4 2022 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.22% | 0.35% | 0.58% | Q2 2013 | Q4 2015 | 11 |
VALLEY NATIONAL ADVISERS INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 1.96% | 2.57% | 3.46% | Q1 2021 | Q3 2023 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 11 | 0.07% | 0.94% | 1.73% | Q1 2021 | Q3 2023 | 11 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 11 |
HEARTLAND ADVISORS INC | 11 | 11 | 0.24% | 0.60% | 0.80% | Q3 2013 | Q1 2016 | 11 |
Garde Capital, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BADGLEY PHELPS & BELL INC | 10 | 10 | 0.51% | 0.58% | 0.76% | Q1 2019 | Q2 2021 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.04% | 0.32% | 1.02% | Q2 2014 | Q1 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
LSV ASSET MANAGEMENT | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 1 | 0.00% | 0.43% | 0.67% | Q4 2017 | Q1 2022 | 10 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.09% | 0.39% | Q4 2020 | Q3 2023 | 10 |
Capula Management Ltd | 4 | 1 | 0.01% | 0.08% | 0.24% | Q4 2020 | Q4 2022 | 10 |
Doyle Wealth Management | 8 | 1 | 0.01% | 0.12% | 0.17% | Q4 2018 | Q3 2022 | 10 |
Cipher Capital LP | 2 | 1 | 0.02% | 0.29% | 1.07% | Q4 2015 | Q1 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Palouse Capital Management, Inc. | 10 | 10 | 0.55% | 0.70% | 0.86% | Q3 2013 | Q4 2015 | 10 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.07% | 0.08% | 0.11% | Q2 2010 | Q3 2023 | 10 |
Fiera Capital Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.09% | 0.31% | Q3 2015 | Q2 2022 | 10 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 10 | 10 | 0.14% | 0.29% | 0.87% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.18% | 0.35% | 0.65% | Q4 2020 | Q3 2023 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.01% | 0.68% | 1.24% | Q2 2013 | Q4 2015 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Cardinal Capital Management, Inc. | 10 | 10 | 0.63% | 1.02% | 1.25% | Q2 2021 | Q3 2023 | 10 |
MCIA Inc | 10 | 10 | 0.26% | 0.41% | 0.58% | Q3 2020 | Q4 2022 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
OAK ASSOCIATES LTD /OH/ | 10 | 10 | 1.43% | 1.86% | 2.20% | Q2 2020 | Q3 2022 | 10 |
Alpha Cubed Investments, LLC | 8 | 1 | 0.02% | 0.60% | 0.85% | Q3 2018 | Q3 2023 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.04% | 0.07% | 0.13% | Q4 2013 | Q1 2016 | 10 |
Clean Yield Group | 3 | 1 | 0.00% | 0.14% | 0.73% | Q2 2013 | Q4 2021 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
NIA IMPACT ADVISORS, LLC | 10 | 10 | 2.15% | 2.70% | 3.57% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Spears Abacus Advisors LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
FIRST CITIZENS BANK & TRUST CO | 6 | 4 | 0.03% | 0.23% | 0.67% | Q2 2013 | Q2 2018 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 10 |
SYMPHONY ASSET MANAGEMENT LLC | 10 | 10 | 0.03% | 0.14% | 0.30% | Q2 2015 | Q3 2017 | 10 |
AGF INVESTMENTS INC. | 8 | 2 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 10 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 10 |
ROWLANDMILLER & PARTNERS.ADV | 7 | 3 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q4 2023 | 10 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 10 |
LOOMIS SAYLES & CO L P | 6 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2017 | 10 |
Reynders McVeigh Capital Management, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q1 2020 | 10 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.15% | 0.32% | Q2 2017 | Q3 2023 | 10 |
Signature Wealth Management Group | 10 | 10 | 1.35% | 1.64% | 1.95% | Q1 2021 | Q2 2023 | 10 |
Kiwi Wealth Investments Limited Partnership | 9 | 1 | 0.28% | 0.46% | 0.66% | Q4 2018 | Q4 2021 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Ziegler Capital Management, LLC | 8 | 2 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.08% | 0.18% | 0.34% | Q2 2017 | Q3 2023 | 10 |
DAVIDSON & GARRARD INC | 10 | 10 | 0.55% | 0.97% | 1.20% | Q2 2015 | Q3 2017 | 10 |
Peak Asset Management, LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q2 2022 | 10 |
Procyon Advisors, LLC | 4 | 3 | 0.03% | 0.07% | 0.14% | Q4 2019 | Q1 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 1.11% | 1.25% | 1.43% | Q2 2021 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.12% | 0.23% | Q3 2013 | Q3 2017 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
GABELLI FUNDS LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Barry Investment Advisors, LLC | 10 | 10 | 0.14% | 2.65% | 4.34% | Q1 2020 | Q2 2022 | 10 |
GSI Capital Advisors LLC | 5 | 1 | 2.54% | 4.59% | 6.90% | Q3 2015 | Q3 2023 | 10 |
MARCO INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.10% | 0.17% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Inspire Investing, LLC | 9 | 1 | 0.03% | 0.50% | 0.78% | Q1 2020 | Q3 2023 | 10 |
CONNORS INVESTOR SERVICES INC | 8 | 2 | 0.68% | 1.32% | 2.12% | Q2 2013 | Q4 2020 | 10 |
AR ASSET MANAGEMENT INC | 7 | 3 | 0.46% | 0.62% | 0.84% | Q1 2021 | Q3 2023 | 10 |
Newton One Investments LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Co | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
Hall Private Wealth Advisors | 10 | 10 | 0.13% | 2.99% | 8.48% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Advisors, LLC | 7 | 1 | 0.01% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BOWEN HANES & CO INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Marcum Wealth, LLC | 9 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Hummer Financial Advisory Services Inc | 10 | 10 | 0.22% | 0.25% | 0.36% | Q1 2020 | Q2 2022 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 3.44% | 4.47% | 5.82% | Q1 2015 | Q2 2017 | 10 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 9 |
Tributary Capital Management, LLC | 9 | 9 | 0.10% | 0.12% | 0.16% | Q3 2017 | Q3 2019 | 9 |
Eudaimonia Partners, LLC | 7 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q4 2022 | 9 |
WESPAC Advisors, LLC | 5 | 4 | 1.57% | 1.90% | 2.42% | Q2 2015 | Q4 2017 | 9 |
Harbour Capital Advisors, LLC | 5 | 1 | 0.04% | 0.11% | 0.20% | Q1 2017 | Q1 2022 | 9 |
WD RUTHERFORD LLC | 9 | 9 | 0.04% | 0.10% | 0.13% | Q4 2020 | Q4 2022 | 9 |
DRW Securities, LLC | 2 | 1 | 0.00% | 0.05% | 0.26% | Q2 2015 | Q3 2023 | 9 |
Marshall Financial Group LLC | 9 | 9 | 0.10% | 0.59% | 0.84% | Q3 2021 | Q3 2023 | 9 |
FIRST QUADRANT LLC/CA | 9 | 9 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2020 | 9 |
Arrow Investment Advisors, LLC | 8 | 1 | 0.14% | 0.23% | 0.31% | Q1 2014 | Q3 2023 | 9 |
Tranquility Partners, LLC | 6 | 1 | 0.10% | 0.22% | 0.40% | Q1 2021 | Q3 2023 | 9 |
DUBUQUE BANK & TRUST CO | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Addison Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Elk River Wealth Management, LLC | 9 | 9 | 0.50% | 0.79% | 0.94% | Q4 2020 | Q4 2022 | 9 |
Semper Trust Co. | 9 | 9 | 0.25% | 0.53% | 0.87% | Q2 2013 | Q2 2015 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
WHALEROCK POINT PARTNERS, LLC | 9 | 9 | 0.28% | 0.31% | 0.35% | Q1 2014 | Q1 2016 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.09% | 0.39% | Q1 2016 | Q1 2022 | 9 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
FULTON BANK, N.A. | 9 | 9 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q1 2023 | 9 |
CUE ADVISORY SERVICES, INC. | 8 | 1 | 0.18% | 0.23% | 0.28% | Q4 2015 | Q3 2018 | 9 |
FIRST NATIONAL BANK SIOUX FALLS | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q3 2016 | 9 |
THOMPSON DAVIS & CO., INC. | 7 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2018 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Man Group plc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 9 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q2 2021 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2019 | 9 |
Main Street Research LLC | 8 | 1 | 0.05% | 0.10% | 0.46% | Q2 2013 | Q2 2017 | 9 |
Larson Financial Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
UNIO CAPITAL LLC | 9 | 9 | 0.00% | 0.16% | 0.21% | Q1 2020 | Q1 2022 | 9 |
Independence Bank of Kentucky | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
Wealth Alliance | 9 | 9 | 0.07% | 0.09% | 0.14% | Q1 2021 | Q1 2023 | 9 |
First Affirmative Financial Network | 9 | 9 | 0.20% | 0.33% | 0.48% | Q3 2021 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 5 | 4 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.06% | 0.12% | 0.19% | Q1 2021 | Q1 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.04% | 0.26% | 0.61% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 6 | 3 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q2 2020 | 9 |
Maryland Capital Management | 9 | 9 | 0.28% | 0.43% | 0.51% | Q3 2020 | Q3 2022 | 9 |
Oak Asset Management, LLC | 5 | 4 | 0.21% | 0.44% | 0.55% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q2 2015 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 2 | 0.04% | 0.16% | 0.54% | Q3 2016 | Q4 2019 | 9 |
Meiji Yasuda Life Insurance Co | 6 | 1 | 0.01% | 0.06% | 0.13% | Q4 2016 | Q3 2021 | 9 |
Vigilant Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 9 |
Beaumont Asset Management, L.L.C. | 9 | 9 | 0.20% | 0.26% | 0.34% | Q1 2021 | Q1 2023 | 9 |
WESTWOOD HOLDINGS GROUP INC | 5 | 4 | 0.00% | 0.25% | 0.90% | Q2 2013 | Q3 2023 | 9 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Citizens Business Bank | 8 | 8 | 0.09% | 0.18% | 0.25% | Q3 2020 | Q2 2022 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.05% | 0.06% | 0.11% | Q3 2020 | Q2 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.48% | 0.59% | 0.73% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2021 | 8 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2017 | 8 |
RVB CAPITAL MANAGEMENT LLC | 7 | 1 | 1.17% | 1.68% | 2.43% | Q3 2018 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.21% | 0.34% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 8 |
FIRST FOUNDATION ADVISORS | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 8 |
Barnett & Company, Inc. | 3 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.10% | 0.41% | Q2 2013 | Q3 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q1 2015 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2016 | Q1 2018 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.23% | 0.52% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Black Swift Group, LLC | 8 | 8 | 0.01% | 0.09% | 0.16% | Q3 2020 | Q2 2022 | 8 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 0.27% | 1.32% | Q4 2020 | Q3 2023 | 8 |
AFAM CAPITAL, INC. | 8 | 8 | 0.68% | 0.84% | 1.10% | Q4 2016 | Q3 2018 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.08% | 0.10% | 0.15% | Q4 2018 | Q3 2020 | 8 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.08% | 0.24% | Q3 2021 | Q3 2023 | 8 |
Baillie Gifford | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.30% | 0.40% | 0.54% | Q4 2021 | Q3 2023 | 8 |
COWEN AND COMPANY, LLC | 3 | 3 | 0.00% | 0.06% | 0.27% | Q1 2020 | Q3 2020 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2014 | Q3 2016 | 8 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q1 2023 | 8 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Daiwa SB Investments Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Surevest, LLC | 5 | 3 | 0.00% | 0.42% | 1.00% | Q4 2018 | Q2 2022 | 8 |
DUNCKER STREETT & CO INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 8 |
LAKE STREET FINANCIAL LLC | 7 | 1 | 0.04% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 8 |
CSS LLC/IL | 3 | 3 | 0.00% | 0.03% | 0.15% | Q1 2020 | Q3 2020 | 8 |
CVA Family Office, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Vert Asset Management LLC | 8 | 8 | 5.77% | 6.42% | 7.41% | Q4 2021 | Q3 2023 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.01% | 0.49% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.01% | 0.09% | Q2 2011 | Q3 2019 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 7 | 1 | 0.01% | 0.13% | 0.31% | Q1 2017 | Q1 2023 | 8 |
Lavaca Capital LLC | 5 | 1 | 0.02% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.03% | 0.74% | 4.32% | Q4 2019 | Q1 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.18% | 0.32% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Windsor Wealth Management, Inc. | 8 | 8 | 0.10% | 0.11% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Gerstein Fisher | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2016 | 8 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.14% | 0.22% | 0.35% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
LMCG INVESTMENTS, LLC | 7 | 1 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.54% | 0.66% | 0.75% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.82% | 0.98% | 1.14% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WEALTHFRONT Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.03% | 0.19% | Q4 2019 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.18% | 0.34% | 0.52% | Q3 2021 | Q2 2023 | 8 |
TODD ASSET MANAGEMENT LLC | 8 | 8 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.68% | 0.84% | 0.98% | Q2 2013 | Q1 2015 | 8 |
WEATHERLY ASSET MANAGEMENT L. P. | 8 | 8 | 0.16% | 0.34% | 0.43% | Q4 2021 | Q3 2023 | 8 |
STANSBERRY ASSET MANAGEMENT, LLC | 8 | 8 | 0.15% | 1.98% | 3.29% | Q1 2021 | Q4 2022 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Baldwin Investment Management, LLC | 8 | 8 | 0.07% | 0.13% | 0.28% | Q3 2020 | Q2 2022 | 8 |
TWIN CAPITAL MANAGEMENT INC | 4 | 3 | 0.05% | 0.26% | 0.52% | Q1 2017 | Q4 2021 | 7 |
XTX Topco Ltd | 4 | 3 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q4 2022 | 7 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.03% | 0.12% | 0.36% | Q1 2015 | Q4 2018 | 7 |
BBT Capital Management, LLC | 4 | 1 | 0.25% | 0.61% | 1.42% | Q2 2016 | Q2 2018 | 7 |
Shoker Investment Counsel, Inc. | 5 | 2 | 0.17% | 0.19% | 0.21% | Q1 2016 | Q4 2017 | 7 |
HGI Capital Management, LLC | 5 | 1 | 2.24% | 3.32% | 5.44% | Q3 2021 | Q3 2023 | 7 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 7 |
HighPoint Advisor Group LLC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q2 2022 | 7 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q2 2021 | 7 |
TrinityPoint Wealth, LLC | 5 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2022 | 7 |
ELLIOTT MANAGEMENT CORP | 7 | 7 | 0.19% | 0.38% | 0.54% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 7 | 7 | 0.44% | 0.48% | 0.57% | Q1 2021 | Q3 2022 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TCF National Bank | 7 | 7 | 0.12% | 0.17% | 0.23% | Q3 2019 | Q1 2021 | 7 |
DOHJ, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Kemper Corp Master Retirement Trust | 7 | 7 | 0.17% | 0.23% | 0.29% | Q2 2016 | Q4 2017 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
COUNTRY TRUST BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 7 |
M. Kulyk & Associates, LLC | 7 | 7 | 0.35% | 0.55% | 0.76% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 7 | 7 | 0.05% | 0.19% | 0.26% | Q2 2022 | Q4 2023 | 7 |
ACCESS FINANCIAL SERVICES, INC. | 7 | 7 | 0.41% | 0.64% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Lineweaver Wealth Advisors, LLC | 7 | 7 | 0.14% | 0.16% | 0.19% | Q3 2020 | Q1 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Polaris Capital Management, LLC | 7 | 7 | 0.08% | 0.11% | 0.18% | Q3 2017 | Q1 2019 | 7 |
Laffer Tengler Investments, Inc. | 5 | 2 | 0.00% | 0.37% | 0.54% | Q2 2013 | Q4 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Atom Investors LP | 4 | 1 | 0.03% | 0.27% | 0.80% | Q2 2019 | Q3 2022 | 7 |
Prudent Man Advisors, LLC | 7 | 7 | 0.10% | 0.17% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 6 | 1 | 0.05% | 0.10% | 0.16% | Q2 2021 | Q1 2023 | 7 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.20% | 1.25% | Q3 2018 | Q3 2022 | 7 |
Kingsview Wealth Management, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2017 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q4 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q1 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MUFG Securities EMEA plc | 7 | 7 | 0.00% | 0.06% | 0.27% | Q2 2018 | Q4 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q2 2017 | 7 |
Insight Folios Inc | 7 | 7 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q1 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
LEGG MASON, INC. | 7 | 7 | 2.25% | 3.17% | 4.80% | Q3 2018 | Q1 2020 | 7 |
INTEGRATED WEALTH COUNSEL, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
MONTAG A & ASSOCIATES INC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2023 | 7 |
HEADINVEST, LLC | 7 | 7 | 0.28% | 0.33% | 0.41% | Q1 2021 | Q3 2022 | 7 |
Chanos & Co LP | 4 | 4 | 0.43% | 21.90% | 56.82% | Q4 2022 | Q3 2023 | 7 |
Zurich Insurance Group Ltd/FI | 5 | 2 | 0.07% | 0.09% | 0.15% | Q4 2016 | Q3 2019 | 7 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.20% | 0.75% | Q3 2020 | Q2 2023 | 7 |
Column Capital Advisors, LLC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 1.04% | 4.17% | Q4 2013 | Q2 2016 | 7 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Phocas Financial Corp. | 3 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2023 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q1 2023 | 7 |
Motley Fool Asset Management LLC | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Nan Shan Life Insurance Co., Ltd. | 7 | 7 | 0.35% | 0.43% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.43% | 0.74% | Q1 2022 | Q3 2023 | 7 |
GRS Advisors, LLC | 3 | 1 | 0.21% | 3.93% | 6.70% | Q1 2018 | Q3 2023 | 7 |
Monument Capital Management | 7 | 7 | 0.14% | 0.25% | 0.33% | Q2 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q4 2022 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.18% | 0.29% | 0.47% | Q1 2021 | Q3 2022 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 7 |
Stanley-Laman Group, Ltd. | 7 | 7 | 0.27% | 0.32% | 0.42% | Q2 2020 | Q4 2021 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.07% | 0.10% | Q3 2018 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.16% | 0.31% | Q3 2015 | Q4 2021 | 7 |
Blueshift Asset Management, LLC | 5 | 2 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2022 | 7 |
LMR Partners LLP | 3 | 1 | 0.02% | 0.09% | 0.21% | Q2 2017 | Q2 2020 | 7 |
Arete Wealth Advisors, LLC | 6 | 1 | 0.04% | 0.91% | 1.56% | Q2 2014 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 7 |
Sequoia Financial Advisors, LLC | 4 | 3 | 0.01% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.30% | 0.47% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Westend Capital Management, LLC | 6 | 6 | 0.32% | 0.39% | 0.50% | Q4 2014 | Q1 2016 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PSI Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 6 |
Weaver Consulting Group | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Rudd International, Inc. | 6 | 6 | 0.14% | 2.14% | 3.07% | Q1 2019 | Q2 2020 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.02% | 0.14% | 0.29% | Q1 2021 | Q2 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Fulcrum Asset Management LLP | 3 | 1 | 0.22% | 0.53% | 0.93% | Q2 2020 | Q1 2022 | 6 |
Keebeck Wealth Management, LLC | 4 | 1 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q4 2021 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.13% | 0.17% | 0.27% | Q4 2019 | Q3 2023 | 6 |
GLG LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
Alhambra Investment Management LLC | 6 | 6 | 0.19% | 0.22% | 0.25% | Q1 2021 | Q2 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.12% | 0.55% | 1.36% | Q3 2016 | Q3 2018 | 6 |
Moors & Cabot, Inc. | 4 | 1 | 0.03% | 0.10% | 0.14% | Q3 2014 | Q1 2022 | 6 |
High Falls Advisors, Inc | 6 | 6 | 0.06% | 0.17% | 0.48% | Q4 2015 | Q1 2017 | 6 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 6 | 6 | 1.17% | 1.52% | 2.11% | Q1 2020 | Q2 2021 | 6 |
Merriman Wealth Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2018 | 6 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.12% | 0.17% | 0.22% | Q2 2014 | Q3 2015 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.16% | 0.44% | Q1 2013 | Q3 2021 | 6 |
Ergoteles LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Harrison Street Securities, LLC | 3 | 1 | 0.20% | 1.77% | 5.03% | Q2 2013 | Q4 2015 | 6 |
CAPITAL GROWTH MANAGEMENT LP | 6 | 6 | 0.23% | 1.21% | 2.08% | Q4 2015 | Q1 2017 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 6 |
Partnervest Advisory Services LLC | 4 | 2 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q4 2014 | 6 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q4 2017 | 6 |
A. D. Beadell Investment Counsel, Inc. | 6 | 6 | 0.60% | 0.69% | 0.97% | Q4 2018 | Q1 2020 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 2 | 0.00% | 0.17% | 0.40% | Q2 2013 | Q1 2015 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.39% | 0.46% | 0.57% | Q2 2013 | Q3 2014 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.14% | 0.48% | 1.84% | Q3 2015 | Q3 2021 | 6 |
V Wealth Advisors LLC | 4 | 1 | 0.01% | 0.12% | 0.28% | Q2 2020 | Q3 2021 | 6 |
Sitrin Capital Management LLC | 6 | 6 | 3.03% | 3.43% | 3.84% | Q3 2019 | Q4 2020 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.04% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 6 |
SouthState Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
HUSSMAN STRATEGIC ADVISORS, INC. | 6 | 6 | 0.38% | 0.62% | 0.86% | Q3 2014 | Q4 2015 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
ARGUS INVESTORS' COUNSEL, INC. | 6 | 6 | 0.18% | 0.25% | 0.29% | Q3 2019 | Q4 2020 | 6 |
Geneva Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 6 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 6 | 6 | 0.18% | 0.20% | 0.22% | Q3 2020 | Q4 2021 | 6 |
ALTFEST L J & CO INC | 6 | 6 | 0.06% | 0.12% | 0.15% | Q4 2019 | Q1 2021 | 6 |
Detwiler Fenton Investment Management LLC | 4 | 2 | 0.24% | 0.64% | 0.92% | Q4 2009 | Q2 2012 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 6 | 6 | 0.16% | 0.17% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Westover Capital Advisors, LLC | 6 | 6 | 0.17% | 0.57% | 0.81% | Q3 2016 | Q4 2017 | 6 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
TRAN CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.30% | 0.31% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Johnson Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.09% | 0.23% | Q2 2015 | Q2 2022 | 6 |
DEERE & CO | 4 | 2 | 0.03% | 0.08% | 0.16% | Q3 2014 | Q3 2016 | 6 |
Lenox Wealth Management, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
Alberta Investment Management Corp | 2 | 1 | 0.01% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 6 |
GRIMES & COMPANY, INC. | 6 | 6 | 0.11% | 0.33% | 0.60% | Q3 2013 | Q4 2014 | 6 |
Abbrea Capital, LLC | 6 | 6 | 0.06% | 0.11% | 0.16% | Q2 2021 | Q3 2022 | 6 |
Eagle Ridge Investment Management | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Northeast Financial Group, Inc. | 6 | 6 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Sabal Trust CO | 6 | 6 | 0.13% | 0.78% | 1.33% | Q2 2022 | Q3 2023 | 6 |
INTRUST BANK NA | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Slow Capital, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.12% | 0.50% | 1.21% | Q4 2014 | Q3 2018 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.07% | 0.11% | 0.14% | Q3 2016 | Q4 2017 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 1 | 0.04% | 0.12% | 0.19% | Q4 2017 | Q2 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Lucia Wealth Services, LLC | 3 | 3 | 0.01% | 0.11% | 0.22% | Q1 2018 | Q3 2020 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 4 | 2 | 0.04% | 0.12% | 0.23% | Q4 2014 | Q1 2021 | 6 |
Waterfront Capital Partners, LLC | 2 | 1 | 0.29% | 2.02% | 4.82% | Q1 2017 | Q3 2023 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.14% | 0.32% | 0.48% | Q4 2021 | Q1 2023 | 6 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.24% | 0.48% | Q4 2019 | Q1 2023 | 6 |
MAI Capital Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.06% | 0.13% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Alaethes Wealth LLC | 6 | 6 | 0.57% | 0.62% | 0.69% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.12% | 0.18% | 0.30% | Q2 2022 | Q3 2023 | 6 |
1st Global Advisors, Inc. | 5 | 1 | 0.05% | 0.15% | 0.20% | Q2 2013 | Q2 2017 | 6 |
Oakwell Private Wealth Management, LLC | 6 | 6 | 0.12% | 0.41% | 0.67% | Q4 2020 | Q1 2022 | 6 |
Opus Capital Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 6 |
People's United Financial, Inc. | 5 | 1 | 0.01% | 0.06% | 0.07% | Q3 2017 | Q1 2019 | 6 |
ATWOOD & PALMER INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 6 |
STEPH & CO | 6 | 6 | 0.10% | 0.23% | 0.33% | Q2 2022 | Q3 2023 | 6 |
AJO, LP | 5 | 5 | 0.02% | 0.05% | 0.06% | Q2 2014 | Q2 2015 | 5 |
NOESIS CAPITAL MANGEMENT CORP | 5 | 5 | 0.12% | 0.24% | 0.43% | Q2 2013 | Q2 2014 | 5 |
WHITEBOX ADVISORS LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2015 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 5 | 5 | 1.66% | 1.74% | 1.86% | Q3 2017 | Q3 2018 | 5 |
ATLAS CAPITAL ADVISORS LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 5 |
Counsel Portfolio Services Inc. | 5 | 5 | 0.11% | 0.19% | 0.24% | Q2 2013 | Q2 2014 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.18% | 0.33% | 0.47% | Q4 2018 | Q3 2023 | 5 |
GLOBEFLEX CAPITAL L P | 3 | 2 | 0.00% | 0.25% | 0.38% | Q2 2013 | Q4 2015 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 1.00% | 1.52% | 1.97% | Q3 2022 | Q3 2023 | 5 |
TRUEWEALTH LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.04% | 0.27% | 0.82% | Q4 2021 | Q4 2022 | 5 |
Trust Investment Advisors | 4 | 1 | 0.19% | 1.48% | 2.11% | Q3 2015 | Q3 2023 | 5 |
GDS Wealth Management | 5 | 5 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q4 2022 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.12% | 1.37% | 3.97% | Q3 2018 | Q3 2019 | 5 |
DESTRIER CAPITAL MANAGEMENT LLC | 5 | 5 | 2.13% | 5.07% | 8.15% | Q4 2013 | Q4 2014 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 5 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.38% | 0.49% | 0.59% | Q4 2017 | Q2 2019 | 5 |
MHI Funds, LLC | 5 | 5 | 1.02% | 1.33% | 2.34% | Q4 2017 | Q4 2018 | 5 |
Paragon Private Wealth Management, LLC | 5 | 5 | 0.35% | 0.52% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Pratt Collard Advisory Partners LLC | 5 | 5 | 0.28% | 0.36% | 0.50% | Q2 2020 | Q2 2021 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.28% | 0.31% | 0.38% | Q1 2016 | Q1 2017 | 5 |
BSW Wealth Partners | 3 | 2 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q2 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.59% | 0.95% | 1.22% | Q2 2016 | Q2 2017 | 5 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.07% | 0.16% | Q4 2015 | Q2 2018 | 5 |
WASATCH ADVISORS LP | 5 | 5 | 0.23% | 0.27% | 0.30% | Q4 2013 | Q4 2014 | 5 |
ACG Wealth | 2 | 1 | 0.00% | 0.13% | 0.30% | Q4 2017 | Q2 2022 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.01% | 0.06% | 0.20% | Q3 2014 | Q2 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
HERBST GROUP, LLC | 5 | 5 | 0.17% | 0.20% | 0.21% | Q1 2022 | Q1 2023 | 5 |
Beaird Harris Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cinctive Capital Management LP | 4 | 1 | 0.02% | 0.27% | 0.81% | Q2 2021 | Q4 2022 | 5 |
Arbiter Partners Capital Management LLC | 5 | 5 | 1.50% | 3.09% | 5.94% | Q3 2022 | Q3 2023 | 5 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ZWJ INVESTMENT COUNSEL INC | 5 | 5 | 0.03% | 0.84% | 1.40% | Q2 2015 | Q2 2016 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.09% | 0.39% | 0.57% | Q1 2016 | Q1 2017 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.01% | 0.09% | 0.17% | Q3 2015 | Q2 2018 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WOLFF WIESE MAGANA LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 3 | 2 | 0.01% | 0.69% | 2.40% | Q2 2013 | Q2 2017 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.15% | 0.33% | 0.50% | Q4 2015 | Q2 2021 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q1 2023 | 5 |
BRAUN STACEY ASSOCIATES INC | 3 | 2 | 0.07% | 0.57% | 1.20% | Q3 2017 | Q3 2020 | 5 |
Price Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 5 |
CreativeOne Wealth, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Retirement Group, LLC | 4 | 1 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q1 2021 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.14% | 0.30% | Q3 2021 | Q3 2022 | 5 |
TORRAY INVESTMENT PARTNERS LLC | 5 | 5 | 0.39% | 0.45% | 0.53% | Q3 2022 | Q3 2023 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
American Assets Capital Advisers, LLC | 5 | 5 | 1.67% | 3.68% | 7.99% | Q3 2022 | Q3 2023 | 5 |
Perennial Investment Partners LTD | 4 | 1 | 1.22% | 1.61% | 2.69% | Q2 2013 | Q3 2014 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.24% | 0.31% | 0.36% | Q2 2021 | Q2 2022 | 5 |
NewEdge Wealth, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 5 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.21% | 0.75% | 1.83% | Q3 2017 | Q2 2021 | 5 |
Vanderbilt University | 5 | 5 | 0.26% | 0.30% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.25% | 0.32% | Q4 2018 | Q4 2019 | 5 |
New England Investment & Retirement Group, Inc. | 5 | 5 | 1.00% | 1.81% | 2.19% | Q2 2014 | Q2 2015 | 5 |
Lenox Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
Arlington Partners LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Essex Savings Bank | 3 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q4 2021 | 5 |
TigerShark Management, LLC | 3 | 1 | 1.23% | 3.51% | 6.42% | Q2 2013 | Q3 2014 | 5 |
BlueCrest Capital Management Ltd | 3 | 2 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2018 | 5 |
Krane Funds Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.18% | 0.67% | Q2 2016 | Q2 2023 | 5 |
CARLSON CAPITAL L P | 4 | 1 | 0.00% | 0.29% | 0.59% | Q2 2015 | Q3 2016 | 5 |
Capital Innovations LLC | 5 | 5 | 0.64% | 1.10% | 1.77% | Q3 2015 | Q3 2016 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.18% | 0.24% | Q2 2013 | Q2 2014 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 5 |
Graves Light Lenhart Wealth, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.05% | 0.16% | Q2 2021 | Q2 2023 | 5 |
New England Research & Management, Inc. | 5 | 5 | 0.19% | 0.49% | 0.92% | Q4 2018 | Q4 2019 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 5 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.13% | 0.34% | Q3 2013 | Q3 2015 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.29% | 0.34% | 0.44% | Q4 2018 | Q4 2019 | 5 |
Perpetual Investment Management Ltd | 4 | 1 | 0.03% | 0.08% | 0.24% | Q4 2020 | Q1 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
CHICAGO TRUST Co NA | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Regent Peak Wealth Advisors LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Ayrshire Capital Management LLC | 5 | 5 | 0.42% | 0.60% | 0.72% | Q4 2019 | Q4 2020 | 5 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.08% | 0.35% | Q3 2013 | Q1 2022 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 5 |
Ascent Wealth Partners, LLC | 5 | 5 | 0.10% | 0.16% | 0.23% | Q2 2021 | Q2 2022 | 5 |
Ipswich Investment Management Co., Inc. | 3 | 1 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q4 2021 | 5 |
Hills Bank & Trust Co | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 5 |
First Allied Asset Management, Inc. | 5 | 5 | 0.90% | 1.03% | 1.12% | Q4 2013 | Q4 2014 | 5 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2017 | 5 |
Diversified Trust Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Ranger Global Real Estate Advisors, LLC | 4 | 1 | 1.01% | 3.53% | 6.56% | Q4 2016 | Q3 2021 | 5 |
FIRST NATIONAL BANK OF OMAHA | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.61% | 0.71% | 0.77% | Q3 2022 | Q3 2023 | 5 |
CYPRESS ASSET MANAGEMENT INC/TX | 5 | 5 | 0.16% | 0.54% | 0.84% | Q4 2016 | Q4 2017 | 5 |
Transform Wealth, LLC | 4 | 1 | 0.05% | 0.26% | 0.99% | Q2 2016 | Q3 2020 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.59% | 0.85% | 1.16% | Q2 2014 | Q3 2023 | 5 |
Live Your Vision, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Summit Global Investments | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 5 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 4 | 4 | 0.02% | 0.37% | 0.54% | Q3 2022 | Q2 2023 | 4 |
St. James Investment Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
CALDWELL & ORKIN INC | 4 | 4 | 1.07% | 1.74% | 2.64% | Q4 2016 | Q3 2017 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q4 2021 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.44% | 0.52% | 0.63% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.21% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PACIFIC SUN FINANCIAL CORP | 3 | 1 | 0.16% | 0.22% | 0.26% | Q2 2022 | Q2 2023 | 4 |
Rodgers Brothers Inc. | 3 | 1 | 0.27% | 0.29% | 0.34% | Q1 2021 | Q2 2022 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 0.48% | 0.51% | 0.56% | Q3 2021 | Q2 2022 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q4 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.22% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.40% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
QCI ASSET MANAGEMENT INC/NY | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
PITCAIRN CO | 4 | 4 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.09% | 0.20% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.07% | 0.12% | 0.15% | Q1 2019 | Q1 2020 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.22% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Symmetry Investments LP | 3 | 3 | 0.70% | 1.06% | 1.40% | Q4 2022 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q1 2022 | 4 |
Israel Discount Bank of New York | 3 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2019 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.15% | 0.36% | Q3 2020 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q4 2021 | 4 |
Quadrant Real Estate Advisors LLC | 4 | 4 | 3.97% | 4.69% | 5.19% | Q4 2013 | Q3 2014 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PEG CAPITAL MANAGEMENT INC /NH/ | 4 | 4 | 1.50% | 1.79% | 2.21% | Q2 2013 | Q1 2014 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2019 | Q3 2020 | 4 |
LDR Capital Management LLC | 4 | 4 | 4.94% | 6.72% | 8.59% | Q2 2018 | Q1 2019 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.26% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
McAdams Wright Ragen, Inc. | 4 | 4 | 3.01% | 3.04% | 3.07% | Q4 2013 | Q3 2014 | 4 |
Thematics Asset Management | 4 | 4 | 0.84% | 0.94% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 3 | 1 | 0.00% | 0.29% | 0.45% | Q3 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2015 | 4 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 4 |
Close Asset Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Industrial Alliance Investment Management Inc. | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.00% | 0.10% | 0.16% | Q4 2015 | Q1 2018 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 0.73% | 0.87% | 1.01% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CULLINAN ASSOCIATES INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Orca Investment Management, LLC | 4 | 4 | 0.25% | 0.28% | 0.33% | Q4 2013 | Q3 2014 | 4 |
Oliver Luxxe Assets LLC | 4 | 4 | 1.53% | 1.71% | 2.04% | Q1 2018 | Q4 2018 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.25% | 0.29% | 0.33% | Q2 2020 | Q1 2021 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2022 | 4 |
Legacy Wealth Asset Management, LLC | 3 | 1 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q2 2022 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.00% | 0.15% | 0.24% | Q2 2021 | Q1 2023 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.19% | 0.22% | 0.27% | Q2 2022 | Q1 2023 | 4 |
Oxler Private Wealth LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Zeno Research, LLC | 1 | 1 | 1.80% | 6.47% | 10.10% | Q4 2020 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.24% | 0.39% | 0.45% | Q2 2022 | Q1 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.42% | 0.52% | 0.70% | Q4 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SCHWARTZ INVESTMENT COUNSEL INC | 4 | 4 | 0.06% | 0.24% | 0.46% | Q1 2020 | Q4 2020 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Quilter Plc | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.21% | 0.49% | Q2 2021 | Q4 2022 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Global Endowment Management, LP | 4 | 4 | 0.17% | 0.31% | 0.49% | Q4 2015 | Q3 2016 | 4 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 4 | 0.47% | 0.49% | 0.51% | Q4 2014 | Q3 2015 | 4 |
Invictus RG | 3 | 1 | 0.01% | 0.21% | 0.42% | Q1 2016 | Q3 2017 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.20% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
Fosun International Ltd | 4 | 4 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q1 2022 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CLINTON GROUP INC | 1 | 1 | 0.03% | 0.20% | 0.38% | Q3 2013 | Q3 2018 | 4 |
Capitolis Advisors LLC | 4 | 4 | 0.05% | 0.30% | 0.53% | Q4 2020 | Q3 2021 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 4 | 4 | 0.44% | 0.64% | 0.76% | Q4 2013 | Q3 2014 | 4 |
Renasant Bank | 4 | 4 | 0.18% | 0.24% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Quent Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Teza Capital Management LLC | 3 | 1 | 0.07% | 0.15% | 0.22% | Q1 2018 | Q2 2021 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Blackston Financial Advisory Group, LLC | 3 | 1 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q1 2023 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
OSTRUM ASSET MANAGEMENT | 3 | 1 | 0.13% | 1.70% | 6.37% | Q1 2020 | Q3 2023 | 4 |
HBC Financial Services, PLLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q4 2020 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
FINANCIAL ADVISORY PARTNERS, LLC | 4 | 4 | 1.52% | 1.77% | 1.96% | Q4 2021 | Q3 2022 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Versor Investments LP | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 4 |
NuWave Investment Management, LLC | 1 | 1 | 0.05% | 0.25% | 0.79% | Q3 2020 | Q3 2022 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.49% | 0.55% | 0.59% | Q3 2014 | Q2 2015 | 4 |
Phoenix Holdings Ltd. | 2 | 1 | 0.00% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 4 |
Lehman & Derafelo Financial Resources LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Circle Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.19% | 0.46% | 1.02% | Q2 2020 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.18% | 0.21% | 0.25% | Q2 2022 | Q1 2023 | 4 |
KCM INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
MATHER GROUP, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Altman Advisors, Inc. | 3 | 1 | 0.34% | 0.70% | 0.88% | Q2 2018 | Q3 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Crescent Capital Consulting, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Matarin Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q3 2018 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.13% | 0.20% | 0.26% | Q3 2018 | Q4 2020 | 3 |
Silver Lake Advisory, LLC | 3 | 3 | 1.83% | 2.90% | 3.83% | Q1 2023 | Q3 2023 | 3 |
Roof Advisory Group, Inc. | 3 | 3 | 0.51% | 0.55% | 0.58% | Q4 2018 | Q2 2019 | 3 |
Three Peaks Capital Management, LLC | 3 | 3 | 0.39% | 0.41% | 0.43% | Q2 2020 | Q4 2020 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.07% | 0.18% | 0.29% | Q2 2020 | Q3 2021 | 3 |
HWG Holdings LP | 2 | 1 | 0.00% | 2.25% | 6.75% | Q4 2015 | Q1 2019 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q3 2016 | Q1 2017 | 3 |
Hilton Capital Management, LLC | 1 | 1 | 0.26% | 1.54% | 2.60% | Q3 2016 | Q2 2021 | 3 |
EULAV Asset Management | 3 | 3 | 0.05% | 0.14% | 0.20% | Q2 2013 | Q4 2013 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2014 | Q3 2014 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.02% | 1.93% | 3.01% | Q4 2018 | Q3 2020 | 3 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 3 |
Palo Capital, Inc. | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2014 | Q2 2015 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2018 | Q2 2019 | 3 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.10% | 0.24% | Q2 2016 | Q3 2023 | 3 |
Swedbank | 3 | 3 | 0.44% | 0.52% | 0.56% | Q2 2020 | Q4 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.52% | 0.63% | 0.70% | Q2 2013 | Q3 2023 | 3 |
Absolute Return Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Tortoise Index Solutions, LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.07% | 0.13% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Wilks Brothers, LLC | 3 | 3 | 0.04% | 0.10% | 0.19% | Q2 2018 | Q4 2018 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.05% | 0.52% | 0.82% | Q1 2014 | Q4 2016 | 3 |
West Coast Financial LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q3 2016 | Q1 2017 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.02% | 0.08% | 0.16% | Q3 2020 | Q2 2021 | 3 |
Anson Funds Management LP | 2 | 1 | 0.04% | 0.29% | 0.48% | Q2 2022 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.07% | 0.16% | Q3 2017 | Q2 2023 | 3 |
Elm Ridge Management, LLC | 3 | 3 | 0.15% | 0.27% | 0.45% | Q2 2013 | Q4 2013 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.40% | 1.15% | Q4 2014 | Q2 2017 | 3 |
Aristotle Atlantic Partners, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2017 | Q2 2018 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Gillson Capital LP | 2 | 1 | 0.35% | 0.70% | 0.92% | Q1 2022 | Q3 2023 | 3 |
Eventide Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Ferris Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q3 2014 | Q1 2015 | 3 |
Perella Weinberg Partners Capital Management LP | 2 | 1 | 0.10% | 0.16% | 0.20% | Q3 2017 | Q2 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
NICOLA WEALTH MANAGEMENT LTD. | 3 | 3 | 0.18% | 0.25% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.08% | 0.11% | 0.16% | Q4 2017 | Q2 2018 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.15% | 0.40% | 0.67% | Q2 2019 | Q2 2022 | 3 |
One Fin Capital Management LP | 2 | 1 | 3.70% | 4.27% | 4.74% | Q3 2022 | Q2 2023 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q4 2021 | 3 |
MQS Management LLC | 3 | 3 | 0.35% | 0.44% | 0.56% | Q3 2022 | Q1 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.14% | 0.41% | Q4 2018 | Q2 2021 | 3 |
Aston Asset Management, LLC | 2 | 1 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q4 2015 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Vision Capital Corp | 3 | 3 | 3.02% | 4.91% | 7.05% | Q4 2022 | Q2 2023 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.29% | 0.31% | 0.32% | Q4 2017 | Q4 2018 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.09% | 0.23% | 0.44% | Q3 2014 | Q1 2015 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CPR Investments Inc. | 3 | 3 | 0.21% | 0.25% | 0.35% | Q4 2021 | Q2 2022 | 3 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.94% | 0.99% | 1.04% | Q2 2020 | Q4 2020 | 3 |
Sierra Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.22% | 0.36% | 0.50% | Q1 2021 | Q4 2022 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q2 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
XML Financial, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Chronos Wealth Management, LLC | 3 | 3 | 1.32% | 1.61% | 1.85% | Q1 2023 | Q3 2023 | 3 |
JSF Financial, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Optas, LLC | 2 | 1 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q3 2020 | 3 |
Consolidated Planning Corp | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sentinus, LLC | 2 | 1 | 0.08% | 0.17% | 0.29% | Q3 2022 | Q2 2023 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kaizen Financial Strategies | 2 | 1 | 0.20% | 0.49% | 0.96% | Q4 2020 | Q4 2021 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q2 2022 | Q4 2022 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q3 2021 | Q1 2022 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q2 2014 | 3 |
Heirloom Wealth Management | 2 | 1 | 0.21% | 0.28% | 0.32% | Q4 2021 | Q1 2023 | 3 |
Roberts Wealth Advisors, LLC | 2 | 1 | 0.71% | 0.80% | 0.90% | Q3 2021 | Q3 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.16% | 0.23% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Operose Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Resurgent Financial Advisors LLC | 2 | 1 | 0.05% | 0.11% | 0.15% | Q1 2022 | Q4 2022 | 3 |
COMMONS CAPITAL, LLC | 3 | 3 | 0.24% | 0.26% | 0.30% | Q4 2021 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.14% | 0.20% | 0.28% | Q4 2022 | Q2 2023 | 3 |
RENAISSANCE GROUP LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 3 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 1 | 0.05% | 0.42% | 0.64% | Q3 2017 | Q3 2023 | 3 |
Kimelman & Baird, LLC | 3 | 3 | 0.14% | 1.32% | 2.12% | Q2 2013 | Q4 2013 | 3 |
Forest Hill Capital, LLC | 3 | 3 | 1.33% | 1.65% | 1.95% | Q1 2023 | Q3 2023 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.20% | 0.23% | 0.27% | Q1 2020 | Q3 2020 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.46% | 0.85% | 1.14% | Q2 2013 | Q4 2013 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.21% | 1.48% | 1.99% | Q3 2019 | Q1 2020 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
SEI TRUST CO | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
SHAPIRO ROBERT N | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.04% | 0.28% | 0.69% | Q3 2017 | Q3 2023 | 3 |
DELPHI MANAGEMENT INC /MA/ | 3 | 3 | 0.78% | 0.96% | 1.23% | Q1 2013 | Q3 2013 | 3 |
DOWLING & YAHNKE LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
HALL CAPITAL MANAGEMENT CO INC | 3 | 3 | 0.46% | 0.61% | 0.85% | Q2 2017 | Q4 2017 | 3 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q2 2017 | 3 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 3 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 1 | 0.21% | 0.33% | 0.50% | Q2 2013 | Q2 2014 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 3 |
Wilmington Funds Management Corp | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 3 |
MARSICO CAPITAL MANAGEMENT LLC | 3 | 3 | 0.33% | 0.39% | 0.48% | Q1 2020 | Q3 2020 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.68% | 1.88% | 2.52% | Q4 2015 | Q2 2016 | 3 |
PRIVATE ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
HighTower Trust Company, N.A. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.44% | 0.58% | Q4 2017 | Q1 2020 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.30% | 0.35% | 0.39% | Q4 2022 | Q1 2023 | 2 |
Ghisallo Capital Management LLC | 2 | 2 | 0.88% | 1.29% | 1.71% | Q3 2021 | Q4 2021 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Boundary Creek Advisors LP | 2 | 2 | 2.75% | 3.79% | 4.83% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q4 2020 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q1 2020 | Q2 2020 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.67% | 0.79% | 0.90% | Q2 2013 | Q3 2013 | 2 |
Knuff & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Formidable Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
CastleKnight Management LP | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Astrantus Ltd | 2 | 2 | 0.16% | 0.44% | 0.72% | Q4 2021 | Q1 2022 | 2 |
Navigation Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.35% | 0.36% | 0.37% | Q4 2018 | Q1 2019 | 2 |
JLP Asset Management, LLC | 2 | 2 | 3.70% | 4.67% | 5.64% | Q2 2023 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q3 2018 | 2 |
Barings Real Estate Advisers LLC | 2 | 2 | 2.68% | 3.58% | 4.48% | Q4 2015 | Q1 2016 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SlateStone Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Bodri Capital Management, LLC | 1 | 1 | 3.58% | 3.90% | 4.22% | Q4 2013 | Q3 2015 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q2 2015 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
LaFleur & Godfrey LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q1 2021 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.03% | 0.12% | 0.22% | Q3 2021 | Q1 2023 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.18% | 0.28% | 0.37% | Q1 2021 | Q4 2021 | 2 |
Unigestion Holding SA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.23% | 0.30% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Blackstone Inc. | 1 | 1 | 0.03% | 0.13% | 0.22% | Q3 2018 | Q3 2021 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.56% | 0.58% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q3 2016 | 2 |
Wedmont Private Capital | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Legacy CG, LLC | 2 | 2 | 1.22% | 1.23% | 1.24% | Q1 2022 | Q2 2022 | 2 |
Snow Park Capital Partners, LP | 1 | 1 | 0.94% | 3.54% | 6.14% | Q3 2018 | Q1 2019 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Athanor Capital, LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2019 | 2 |
City State Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Holdings, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 2 |
Schrum Private Wealth Management LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.52% | 0.54% | 0.56% | Q3 2020 | Q4 2020 | 2 |
Credo Capital Management, LLC | 2 | 2 | 1.13% | 1.29% | 1.46% | Q2 2013 | Q3 2013 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Warwick Investment Management, Inc. | 1 | 1 | 0.08% | 0.17% | 0.26% | Q4 2022 | Q2 2023 | 2 |
XY Capital Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q4 2023 | 2 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.43% | 0.45% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2020 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.61% | 0.63% | 0.66% | Q4 2022 | Q1 2023 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Geneva Partners, LLC | 2 | 2 | 1.72% | 1.92% | 2.11% | Q2 2020 | Q3 2020 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
First County Bank /CT/ | 2 | 2 | 0.44% | 0.53% | 0.63% | Q4 2022 | Q1 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.18% | 1.23% | 1.28% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 1.54% | 1.95% | 2.36% | Q2 2023 | Q3 2023 | 2 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 2 |
Werlinich Asset Management, LLC | 2 | 2 | 0.87% | 0.90% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.18% | 0.34% | 0.50% | Q3 2018 | Q2 2022 | 2 |
Whitnell & Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Ranger International Management, LP | 2 | 2 | 1.79% | 2.11% | 2.42% | Q1 2016 | Q2 2016 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Li Winifred I | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.03% | 0.20% | 0.36% | Q4 2022 | Q2 2023 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q4 2017 | 2 |
Lafayette Investments | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.50% | 0.55% | 0.60% | Q2 2013 | Q3 2013 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.47% | 0.64% | 0.82% | Q2 2013 | Q3 2013 | 2 |
Hill Winds Capital LP | 2 | 2 | 1.53% | 2.53% | 3.53% | Q3 2022 | Q4 2022 | 2 |
MCGLINN CAPITAL MANAGEMENT INC | 2 | 2 | 1.59% | 2.99% | 4.38% | Q4 2013 | Q1 2014 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q1 2021 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q4 2016 | 2 |
FIRST CITIZENS BANCORPORATION INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2014 | Q4 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2016 | Q3 2016 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.10% | 0.51% | 0.92% | Q2 2019 | Q2 2020 | 2 |
Orinda Asset Management LLC | 2 | 2 | 2.70% | 3.14% | 3.58% | Q2 2020 | Q3 2020 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2012 | Q1 2013 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q2 2020 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.68% | 0.76% | 0.85% | Q4 2013 | Q1 2014 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.40% | 0.42% | 0.45% | Q2 2013 | Q3 2013 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.09% | 0.30% | 0.50% | Q4 2015 | Q1 2017 | 2 |
Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q2 2017 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q3 2022 | Q4 2022 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 2 |
Signition LP | 1 | 1 | 0.33% | 0.38% | 0.43% | Q4 2017 | Q3 2018 | 2 |
GRASSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2013 | Q3 2013 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Brightworth | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q1 2018 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.99% | 1.02% | 1.04% | Q2 2023 | Q3 2023 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Seven Harbour Global, LP | 2 | 2 | 7.53% | 8.73% | 9.93% | Q4 2015 | Q1 2016 | 2 |
BlueMar Capital Management, LLC | 1 | 1 | 0.44% | 0.58% | 0.72% | Q3 2018 | Q1 2020 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ADVISORS MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.20% | 0.39% | Q2 2013 | Q4 2013 | 2 |
MARK ASSET MANAGEMENT LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
True North Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Palogic Value Management, L.P. | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2015 | Q3 2015 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Ratan Capital Management LP | 2 | 2 | 0.01% | 1.42% | 2.84% | Q2 2013 | Q3 2013 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.34% | 0.67% | Q1 2014 | Q2 2017 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.58% | 0.58% | 0.59% | Q2 2013 | Q3 2013 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
CATAWBA CAPITAL MANAGEMENT /VA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q1 2017 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.03% | 0.14% | 0.26% | Q2 2020 | Q3 2020 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.14% | 0.19% | 0.25% | Q3 2016 | Q4 2016 | 2 |
Corvex Management LP | 1 | 1 | 0.06% | 0.40% | 0.73% | Q2 2023 | Q2 2023 | 2 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.13% | 0.20% | 0.27% | Q4 2014 | Q1 2015 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Orchard Hill Capital Management LP | 2 | 2 | 1.61% | 1.66% | 1.71% | Q4 2013 | Q1 2014 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 1.23% | 1.88% | 2.52% | Q3 2017 | Q4 2017 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q4 2017 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Filament LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q4 2015 | Q1 2016 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Benchmark Capital Advisors | 2 | 2 | 0.34% | 0.41% | 0.48% | Q2 2013 | Q3 2013 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
QUEST INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.09% | 0.14% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.41% | 0.79% | Q2 2023 | Q3 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q3 2020 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Summit Place Financial Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.19% | 0.25% | 0.30% | Q4 2019 | Q4 2021 | 2 |
Paulson & Co. | 2 | 2 | 0.43% | 0.50% | 0.56% | Q4 2013 | Q1 2014 | 2 |
EJF Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.05% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.65% | 2.97% | 3.29% | Q2 2016 | Q2 2023 | 2 |
NCM Capital Advisers, Inc. | 2 | 2 | 0.86% | 0.98% | 1.10% | Q2 2013 | Q3 2013 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.30% | 0.31% | 0.33% | Q4 2020 | Q1 2021 | 2 |
First Pacific Financial | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Flat Footed LLC | 2 | 2 | 1.03% | 1.96% | 2.90% | Q2 2023 | Q3 2023 | 2 |
Elequin Capital, LP | 1 | 1 | 0.47% | 0.51% | 0.55% | Q4 2022 | Q2 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.13% | 0.27% | 0.42% | Q4 2020 | Q4 2021 | 2 |
Stevard, LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2020 | Q3 2020 | 2 |
Cypress Capital Group | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
StrongBox Wealth, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q3 2021 | Q4 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 2 | 2 | 0.66% | 0.84% | 1.01% | Q4 2013 | Q1 2014 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Value Aligned Research Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
Friedenthal Financial | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Maso Capital Partners Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2017 | Q2 2017 | 1 |
CQS (US), LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Nair Vinay | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2014 | Q4 2014 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2020 | Q4 2020 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
Manikay Partners, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2023 | Q2 2023 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 3.00% | 3.00% | 3.00% | Q4 2013 | Q4 2013 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sarbit Advisory Services Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2020 | Q1 2020 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Thrax Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2016 | Q4 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Swift Run Capital | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2017 | Q1 2017 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 2.40% | 2.40% | 2.40% | Q3 2021 | Q3 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2017 | Q2 2017 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2013 | Q4 2013 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 7.33% | 7.33% | 7.33% | Q4 2019 | Q4 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Monashee Investment Management LLC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2018 | Q3 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2013 | Q4 2013 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LA FINANCIERE DE L'ECHIQUIER | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Zions Trust, National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ENDEAVOUR CAPITAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
REAL ESTATE MANAGEMENT SERVICES LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2013 | Q2 2013 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2016 | Q3 2016 | 1 |
Gator Capital Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIMMER ASSOCIATES 1, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
State of Wyoming | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Wavelength Asset Management LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2015 | Q2 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2021 | Q3 2021 | 1 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Columbia Trust Co 01012016 | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2016 | Q4 2016 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2013 | Q4 2013 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hound Partners | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
TLP GROUP LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2020 | Q3 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2016 | Q3 2016 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Quaero Capital S.A. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2019 | Q4 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Antipodean Advisors LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2013 | Q3 2013 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2020 | Q1 2020 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 3.78% | 3.78% | 3.78% | Q1 2020 | Q1 2020 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Oak Thistle LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sepio Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2013 | Q1 2013 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Old Port Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2016 | Q2 2016 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Archipel Asset Management AB | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2013 | Q3 2013 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2013 | Q4 2013 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Gladstone Capital Management LLP | 1 | 1 | 8.70% | 8.70% | 8.70% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
ParenteBeard Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
MANA Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
KBI Global Investors Ltd | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2016 | Q2 2016 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2023 | Q2 2023 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
First Western Capital Management Co | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2013 | Q4 2013 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RICHELIEU GESTION SA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q2 2020 | Q2 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AXIOM INVESTORS LLC /DE | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Passport Capital, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2019 | Q3 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atlas Financial Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Hayman Capital | 1 | 1 | 5.20% | 5.20% | 5.20% | Q1 2014 | Q1 2014 | 1 |
Park Avenue Institutional Advisers LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2016 | Q2 2016 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own DIGITAL RLTY TR INC or have owned DIGITAL RLTY TR INC in the past.