Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 97 |
D. E. Shaw & Co., Inc. | 35 | 35 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 92 |
Citadel Advisors | 35 | 35 | 0.00% | 0.03% | 0.16% | Q1 2015 | Q3 2023 | 89 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.02% | 0.12% | Q1 2015 | Q3 2023 | 84 |
BARCLAYS PLC | 35 | 35 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q3 2023 | 80 |
Walleye Trading LLC | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 79 |
JANE STREET GROUP, LLC | 33 | 1 | 0.00% | 0.01% | 0.17% | Q1 2015 | Q3 2023 | 77 |
GOLDMAN SACHS GROUP INC | 35 | 35 | 0.00% | 0.07% | 0.23% | Q1 2015 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 25 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 76 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.18% | Q3 2018 | Q3 2023 | 57 |
TWO SIGMA INVESTMENTS, LP | 21 | 2 | 0.00% | 0.03% | 0.40% | Q1 2015 | Q3 2022 | 56 |
TWO SIGMA SECURITIES, LLC | 13 | 1 | 0.00% | 0.02% | 0.22% | Q2 2016 | Q3 2023 | 53 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.05% | Q1 2015 | Q3 2023 | 50 |
UBS Group AG | 35 | 35 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 50 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 49 |
MILLENNIUM MANAGEMENT LLC | 22 | 2 | 0.00% | 0.05% | 0.32% | Q1 2015 | Q3 2023 | 49 |
Paloma Partners Management Co | 13 | 1 | 0.00% | 0.07% | 0.46% | Q1 2015 | Q3 2023 | 47 |
CREDIT SUISSE AG/ | 35 | 35 | 0.00% | 0.09% | 0.25% | Q1 2015 | Q3 2023 | 47 |
Jefferies Group LLC | 15 | 1 | 0.00% | 0.05% | 0.27% | Q1 2015 | Q1 2022 | 46 |
HSBC HOLDINGS PLC | 35 | 35 | 0.00% | 0.08% | 0.19% | Q1 2015 | Q3 2023 | 45 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.07% | 0.49% | Q2 2015 | Q3 2023 | 44 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 41 |
Nuveen Asset Management, LLC | 35 | 35 | 0.00% | 0.45% | 1.67% | Q1 2015 | Q3 2023 | 39 |
DEUTSCHE BANK AG\ | 35 | 35 | 0.00% | 0.20% | 0.46% | Q1 2015 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.08% | 0.28% | Q1 2015 | Q3 2023 | 38 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 35 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q3 2023 | 38 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.18% | 0.57% | 1.12% | Q1 2015 | Q3 2023 | 37 |
PANAGORA ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.04% | 0.25% | Q4 2014 | Q3 2023 | 36 |
RHUMBLINE ADVISERS | 36 | 36 | 0.05% | 0.14% | 0.22% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 36 | 36 | 0.04% | 0.14% | 0.25% | Q4 2014 | Q3 2023 | 36 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 36 | 36 | 0.03% | 0.21% | 0.59% | Q4 2014 | Q3 2023 | 36 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 36 | 36 | 0.02% | 0.47% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Barton Investment Management | 36 | 36 | 2.79% | 4.11% | 5.76% | Q4 2014 | Q3 2023 | 36 |
CapWealth Advisors, LLC | 36 | 36 | 2.00% | 2.79% | 4.16% | Q4 2014 | Q3 2023 | 36 |
CONGRESS ASSET MANAGEMENT CO /MA | 36 | 36 | 0.04% | 0.16% | 0.51% | Q4 2014 | Q3 2023 | 36 |
Gagnon Advisors, LLC | 36 | 36 | 1.99% | 4.31% | 9.27% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 33 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 36 |
ADELL HARRIMAN & CARPENTER INC | 36 | 36 | 1.31% | 1.97% | 2.78% | Q4 2014 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 35 | 35 | 0.04% | 0.12% | 0.19% | Q1 2015 | Q3 2023 | 35 |
TCW GROUP INC | 35 | 35 | 0.11% | 1.23% | 2.37% | Q1 2015 | Q3 2023 | 35 |
STATE OF WISCONSIN INVESTMENT BOARD | 35 | 35 | 0.04% | 0.12% | 0.23% | Q1 2015 | Q3 2023 | 35 |
HUNTINGTON NATIONAL BANK | 35 | 35 | 0.07% | 0.12% | 0.20% | Q1 2015 | Q3 2023 | 35 |
MAI Capital Management | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Daiwa Securities Group Inc. | 35 | 35 | 0.00% | 3.64% | 6.73% | Q1 2015 | Q3 2023 | 35 |
Kentucky Retirement Systems | 35 | 35 | 0.07% | 0.17% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Sustainable Growth Advisers, LP | 35 | 35 | 2.67% | 3.35% | 4.80% | Q1 2015 | Q3 2023 | 35 |
MACQUARIE GROUP LTD | 35 | 35 | 0.06% | 0.22% | 0.69% | Q1 2015 | Q3 2023 | 35 |
HARTFORD INVESTMENT MANAGEMENT CO | 35 | 35 | 0.06% | 0.15% | 0.24% | Q1 2015 | Q3 2023 | 35 |
TEXAS PERMANENT SCHOOL FUND CORP | 35 | 35 | 0.05% | 0.12% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Kentucky Retirement Systems Insurance Trust Fund | 35 | 35 | 0.07% | 0.17% | 0.25% | Q1 2015 | Q3 2023 | 35 |
AVIVA PLC | 35 | 35 | 0.05% | 0.24% | 0.60% | Q1 2015 | Q3 2023 | 35 |
FRANKLIN RESOURCES INC | 35 | 35 | 0.05% | 0.13% | 0.24% | Q1 2015 | Q3 2023 | 35 |
State of Alaska, Department of Revenue | 35 | 35 | 0.17% | 0.62% | 1.44% | Q1 2015 | Q3 2023 | 35 |
AQR Capital Management | 35 | 35 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 35 |
Sumitomo Mitsui Trust Holdings, Inc. | 35 | 35 | 0.06% | 0.21% | 0.46% | Q1 2015 | Q3 2023 | 35 |
Adelante Capital Management LLC | 35 | 35 | 0.64% | 6.53% | 12.11% | Q1 2015 | Q3 2023 | 35 |
M&T BANK CORP | 35 | 35 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 35 |
FMR LLC | 35 | 35 | 0.00% | 0.12% | 0.21% | Q1 2015 | Q3 2023 | 35 |
VOYA INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.02% | 0.14% | 0.64% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.01% | 0.12% | 0.23% | Q1 2015 | Q3 2023 | 35 |
GABELLI FUNDS LLC | 35 | 35 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.05% | 0.14% | 0.22% | Q1 2015 | Q3 2023 | 35 |
PRINCIPAL FINANCIAL GROUP INC | 35 | 35 | 0.03% | 0.72% | 1.18% | Q1 2015 | Q3 2023 | 35 |
TORONTO DOMINION BANK | 35 | 35 | 0.00% | 0.06% | 0.17% | Q1 2015 | Q3 2023 | 35 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 35 | 35 | 0.01% | 0.06% | 0.17% | Q1 2015 | Q3 2023 | 35 |
ALLIANCEBERNSTEIN L.P. | 35 | 35 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 35 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 35 | 35 | 0.03% | 0.10% | 0.21% | Q1 2015 | Q3 2023 | 35 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 35 | 35 | 0.02% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Chevy Chase Trust Holdings, LLC | 35 | 35 | 0.06% | 0.14% | 0.21% | Q1 2015 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 35 | 35 | 0.01% | 0.08% | 0.19% | Q1 2015 | Q3 2023 | 35 |
Livforsakringsbolaget Skandia, Omsesidigt | 35 | 35 | 0.01% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
SENTRY INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.04% | 0.14% | 0.24% | Q1 2015 | Q3 2023 | 35 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 35 | 35 | 0.03% | 0.19% | 0.81% | Q1 2015 | Q3 2023 | 35 |
Allianz Asset Management GmbH | 35 | 35 | 0.01% | 0.10% | 0.27% | Q1 2015 | Q3 2023 | 35 |
Rafferty Asset Management, LLC | 35 | 35 | 0.02% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 35 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 35 | 35 | 0.06% | 0.14% | 0.21% | Q1 2015 | Q3 2023 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 35 | 35 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 35 |
SECURIAN ASSET MANAGEMENT, INC | 35 | 35 | 0.04% | 0.97% | 1.63% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.07% | 0.22% | 0.30% | Q1 2015 | Q3 2023 | 35 |
PRUDENTIAL FINANCIAL INC | 35 | 35 | 0.04% | 0.14% | 0.36% | Q1 2015 | Q3 2023 | 35 |
Retirement Systems of Alabama | 35 | 35 | 0.04% | 0.14% | 0.27% | Q1 2015 | Q3 2023 | 35 |
WESTPAC BANKING CORP | 35 | 35 | 0.00% | 0.36% | 0.81% | Q1 2015 | Q3 2023 | 35 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 35 | 35 | 0.06% | 0.11% | 0.18% | Q1 2015 | Q3 2023 | 35 |
SCHWARTZ INVESTMENT COUNSEL INC | 35 | 35 | 0.07% | 1.22% | 3.26% | Q1 2015 | Q3 2023 | 35 |
Asset Management One Co., Ltd. | 35 | 35 | 0.02% | 0.34% | 0.74% | Q1 2015 | Q3 2023 | 35 |
Legal & General Group Plc | 35 | 35 | 0.06% | 0.16% | 0.29% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
WHITE PINE CAPITAL LLC | 35 | 35 | 0.01% | 0.81% | 1.20% | Q1 2015 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 34 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.13% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 35 | 35 | 0.04% | 0.14% | 0.20% | Q1 2015 | Q3 2023 | 35 |
NISA INVESTMENT ADVISORS, LLC | 35 | 35 | 0.02% | 0.18% | 0.46% | Q1 2015 | Q3 2023 | 35 |
Mitsubishi UFJ Asset Management Co., Ltd. | 35 | 35 | 0.05% | 0.21% | 0.40% | Q1 2015 | Q3 2023 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.02% | 0.13% | 0.32% | Q1 2015 | Q3 2023 | 35 |
UBS ASSET MANAGEMENT AMERICAS INC | 35 | 35 | 0.04% | 0.13% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Korea Investment CORP | 35 | 35 | 0.01% | 0.25% | 0.52% | Q1 2015 | Q3 2023 | 35 |
FIRST TRUST ADVISORS LP | 35 | 35 | 0.02% | 0.10% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Edgewood Management | 35 | 35 | 0.04% | 3.59% | 6.96% | Q1 2015 | Q3 2023 | 35 |
FEDERATED HERMES, INC. | 35 | 35 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.04% | 0.12% | 0.19% | Q1 2015 | Q3 2023 | 35 |
Robeco Institutional Asset Management B.V. | 35 | 35 | 0.00% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 35 |
Invesco Ltd. | 35 | 35 | 0.01% | 0.18% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Louisiana State Employees Retirement System | 35 | 35 | 0.05% | 0.10% | 0.16% | Q1 2015 | Q3 2023 | 35 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 35 | 35 | 0.07% | 0.15% | 0.39% | Q1 2015 | Q3 2023 | 35 |
STRS OHIO | 35 | 35 | 0.08% | 0.33% | 0.52% | Q1 2015 | Q3 2023 | 35 |
ProShare Advisors LLC | 35 | 35 | 0.03% | 0.08% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Utah Retirement Systems | 35 | 35 | 0.06% | 0.16% | 0.25% | Q1 2015 | Q3 2023 | 35 |
DIMENSIONAL FUND ADVISORS LP | 35 | 35 | 0.01% | 0.22% | 0.41% | Q1 2015 | Q3 2023 | 35 |
PUTNAM INVESTMENTS LLC | 35 | 35 | 0.00% | 0.02% | 0.17% | Q1 2015 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 35 |
PROFUND ADVISORS LLC | 35 | 35 | 0.05% | 0.09% | 0.25% | Q1 2015 | Q3 2023 | 35 |
SVB WEALTH LLC | 22 | 13 | 0.01% | 0.15% | 0.49% | Q4 2014 | Q3 2023 | 35 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 35 | 35 | 0.03% | 0.09% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Ameritas Investment Partners, Inc. | 35 | 35 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
AMERICAN INTERNATIONAL GROUP, INC. | 35 | 35 | 0.02% | 0.07% | 0.13% | Q1 2015 | Q3 2023 | 35 |
Norinchukin Bank, The | 35 | 35 | 0.01% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 35 | 35 | 0.10% | 0.24% | 0.39% | Q1 2015 | Q3 2023 | 35 |
State of Tennessee, Treasury Department | 35 | 35 | 0.01% | 0.09% | 0.23% | Q1 2015 | Q3 2023 | 35 |
TD ASSET MANAGEMENT INC | 35 | 35 | 0.02% | 0.13% | 0.27% | Q1 2015 | Q3 2023 | 35 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35 | 35 | 0.05% | 0.14% | 0.24% | Q1 2015 | Q3 2023 | 35 |
GATEWAY INVESTMENT ADVISERS LLC | 35 | 35 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.12% | 0.27% | 0.42% | Q1 2015 | Q3 2023 | 35 |
Smithfield Trust Co | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.06% | 0.14% | 0.21% | Q1 2015 | Q3 2023 | 35 |
AMERICAN CENTURY COMPANIES INC | 35 | 35 | 0.16% | 0.51% | 0.76% | Q1 2015 | Q3 2023 | 35 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35 | 35 | 0.06% | 0.11% | 0.19% | Q1 2015 | Q3 2023 | 35 |
BNP Paribas Asset Management Holding S.A. | 35 | 35 | 0.01% | 0.19% | 0.51% | Q1 2015 | Q3 2023 | 35 |
HEITMAN REAL ESTATE SECURITIES LLC | 35 | 35 | 0.63% | 3.83% | 8.87% | Q1 2015 | Q3 2023 | 35 |
Swiss National Bank | 35 | 35 | 0.05% | 0.15% | 0.24% | Q1 2015 | Q3 2023 | 35 |
BAMCO INC /NY/ | 35 | 35 | 0.24% | 0.55% | 1.03% | Q1 2015 | Q3 2023 | 35 |
Archon Partners LLC | 35 | 35 | 2.62% | 3.32% | 5.50% | Q1 2015 | Q3 2023 | 35 |
THOMPSON SIEGEL & WALMSLEY LLC | 35 | 35 | 0.02% | 0.09% | 0.64% | Q1 2015 | Q3 2023 | 35 |
PRICE T ROWE ASSOCIATES INC /MD/ | 35 | 35 | 0.01% | 0.08% | 0.19% | Q1 2015 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 35 | 35 | 0.00% | 0.10% | 0.22% | Q1 2015 | Q3 2023 | 35 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 35 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 35 | 35 | 0.00% | 0.01% | 0.12% | Q1 2015 | Q3 2023 | 35 |
APG Asset Management N.V. | 35 | 35 | 0.01% | 0.12% | 0.36% | Q1 2015 | Q3 2023 | 35 |
Mitsubishi UFJ Trust & Banking Corp | 35 | 35 | 0.06% | 0.11% | 0.18% | Q1 2015 | Q3 2023 | 35 |
KBC Group NV | 35 | 35 | 0.01% | 0.14% | 0.29% | Q1 2015 | Q3 2023 | 35 |
AMALGAMATED BANK | 35 | 35 | 0.05% | 0.13% | 0.22% | Q1 2015 | Q3 2023 | 35 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 35 | 35 | 0.03% | 0.43% | 0.70% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.04% | 0.14% | 0.24% | Q1 2015 | Q3 2023 | 35 |
CITY HOLDING CO | 35 | 35 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.17% | 0.27% | 0.40% | Q1 2015 | Q3 2023 | 35 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 35 | 35 | 0.02% | 0.15% | 0.33% | Q1 2015 | Q3 2023 | 35 |
CANADA PENSION PLAN INVESTMENT BOARD | 35 | 35 | 0.00% | 0.29% | 0.77% | Q1 2015 | Q3 2023 | 35 |
USS Investment Management Ltd | 35 | 35 | 0.13% | 1.46% | 3.22% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
National Pension Service | 35 | 35 | 0.08% | 0.16% | 0.24% | Q1 2015 | Q3 2023 | 35 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 35 | 35 | 0.04% | 0.09% | 0.14% | Q1 2015 | Q3 2023 | 35 |
LAZARD ASSET MANAGEMENT LLC | 35 | 35 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 35 | 35 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q3 2023 | 35 |
CIBC Asset Management Inc | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
STEPHENS INC /AR/ | 35 | 35 | 0.04% | 0.16% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 29 | 5 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.01% | 0.04% | 0.23% | Q1 2015 | Q3 2023 | 34 |
KEYBANK NATIONAL ASSOCIATION/OH | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.30% | 0.42% | 0.61% | Q2 2015 | Q3 2023 | 34 |
SHELL ASSET MANAGEMENT CO | 32 | 2 | 0.02% | 0.11% | 0.21% | Q1 2015 | Q3 2023 | 34 |
CIBC Private Wealth Group, LLC | 21 | 13 | 0.03% | 0.16% | 0.43% | Q1 2015 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 34 | 34 | 0.06% | 0.12% | 0.18% | Q2 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 30 | 4 | 0.00% | 0.06% | 0.13% | Q1 2015 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 34 | 0.06% | 0.18% | 0.37% | Q2 2015 | Q3 2023 | 34 |
Veritable, L.P. | 34 | 34 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q2 2023 | 34 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 34 | 34 | 0.04% | 3.18% | 6.94% | Q2 2015 | Q3 2023 | 34 |
CREDIT AGRICOLE S A | 22 | 11 | 0.00% | 0.08% | 0.22% | Q1 2015 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 31 | 3 | 0.02% | 0.24% | 0.51% | Q1 2015 | Q3 2023 | 34 |
BROWN BROTHERS HARRIMAN & CO | 27 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
JANUS HENDERSON GROUP PLC | 33 | 1 | 0.02% | 0.12% | 0.38% | Q1 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 34 | 34 | 0.05% | 0.19% | 0.33% | Q2 2015 | Q3 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.07% | 0.15% | 0.20% | Q2 2015 | Q3 2023 | 34 |
First Personal Financial Services | 34 | 34 | 0.16% | 0.77% | 1.80% | Q2 2015 | Q3 2023 | 34 |
Employees Retirement System of Texas | 23 | 11 | 0.06% | 0.32% | 1.07% | Q1 2015 | Q3 2023 | 34 |
RAYMOND JAMES TRUST N.A. | 34 | 34 | 0.02% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.02% | 0.18% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.05% | 0.10% | 0.16% | Q2 2015 | Q3 2023 | 34 |
COHEN & STEERS, INC. | 34 | 34 | 1.92% | 3.99% | 7.10% | Q2 2015 | Q3 2023 | 34 |
SG Americas Securities, LLC | 28 | 6 | 0.00% | 0.05% | 0.24% | Q1 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 29 | 5 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 34 |
CONNING INC. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
BESSEMER GROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Andra AP-fonden | 15 | 6 | 0.01% | 0.09% | 0.34% | Q1 2015 | Q3 2023 | 33 |
PARADIGM ASSET MANAGEMENT CO LLC | 33 | 33 | 0.04% | 0.30% | 0.71% | Q3 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
GAGNON SECURITIES LLC | 26 | 7 | 1.52% | 3.16% | 6.90% | Q4 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Arizona State Retirement System | 33 | 33 | 0.06% | 0.13% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Sarasin & Partners LLP | 32 | 32 | 0.31% | 2.92% | 4.23% | Q4 2015 | Q3 2023 | 32 |
TUDOR INVESTMENT CORP ET AL | 9 | 2 | 0.00% | 0.08% | 0.36% | Q1 2016 | Q3 2023 | 32 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 32 | 0.03% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Advisors Asset Management, Inc. | 24 | 8 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 32 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 28 | 4 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 32 |
ALPS ADVISORS INC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Compagnie Lombard Odier SCmA | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
NORGES BANK | 32 | 32 | 0.08% | 0.19% | 0.37% | Q1 2015 | Q4 2022 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 32 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Candriam S.C.A. | 32 | 32 | 0.01% | 0.18% | 0.50% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.03% | 0.95% | 3.17% | Q4 2015 | Q3 2023 | 32 |
HANCOCK WHITNEY CORP | 32 | 32 | 0.11% | 0.38% | 0.71% | Q4 2015 | Q3 2023 | 32 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 31 | 0.05% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
S. MUOIO & CO. LLC | 31 | 31 | 1.44% | 2.68% | 4.56% | Q1 2015 | Q3 2022 | 31 |
DAVIDSON INVESTMENT ADVISORS | 22 | 9 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 31 |
Tensile Capital Management | 31 | 31 | 2.03% | 5.46% | 8.93% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.07% | 0.16% | Q1 2016 | Q3 2023 | 31 |
ROTHSCHILD INVESTMENT LLC /IL | 31 | 31 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2022 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 1.17% | 1.57% | 2.55% | Q1 2016 | Q3 2023 | 31 |
Checchi Capital Advisers, LLC | 31 | 31 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 31 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q2 2022 | 31 |
Alkeon Capital Management | 31 | 31 | 0.42% | 1.07% | 2.61% | Q1 2016 | Q3 2023 | 31 |
DekaBank Deutsche Girozentrale | 16 | 6 | 0.00% | 0.17% | 0.33% | Q1 2015 | Q3 2023 | 31 |
American Assets Capital Advisers, LLC | 31 | 31 | 1.88% | 4.11% | 6.99% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q3 2023 | 31 |
1832 Asset Management L.P. | 31 | 31 | 0.01% | 0.14% | 0.54% | Q1 2016 | Q3 2023 | 31 |
Muzinich & Co., Inc. | 31 | 31 | 0.01% | 0.08% | 0.24% | Q1 2016 | Q3 2023 | 31 |
PHYSICIANS FINANCIAL SERVICES, INC. | 16 | 15 | 0.54% | 0.68% | 0.91% | Q4 2015 | Q3 2023 | 31 |
ASHFORD CAPITAL MANAGEMENT INC | 30 | 1 | 0.06% | 0.46% | 1.38% | Q1 2015 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 31 | 31 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Cubist Systematic Strategies, LLC | 17 | 1 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 31 |
WASHINGTON TRUST Co | 31 | 31 | 0.41% | 0.61% | 0.80% | Q1 2016 | Q3 2023 | 31 |
COMERICA BANK | 31 | 31 | 0.04% | 0.10% | 0.14% | Q2 2015 | Q4 2022 | 31 |
Echo Street Capital Management LLC | 24 | 1 | 0.03% | 1.61% | 3.30% | Q1 2015 | Q3 2023 | 30 |
Amica Retiree Medical Trust | 25 | 5 | 0.14% | 0.43% | 0.82% | Q3 2015 | Q3 2023 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 30 | 30 | 0.00% | 0.04% | 0.40% | Q2 2016 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 30 | 0.04% | 0.35% | 1.11% | Q2 2016 | Q3 2023 | 30 |
Taylor Frigon Capital Management LLC | 24 | 6 | 0.38% | 0.96% | 2.21% | Q1 2015 | Q3 2023 | 30 |
BOKF, NA | 21 | 9 | 0.01% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 30 |
Capital World Investors | 30 | 30 | 0.00% | 0.20% | 0.46% | Q2 2015 | Q3 2022 | 30 |
Atria Investments, Inc | 30 | 30 | 0.02% | 0.10% | 0.30% | Q2 2016 | Q3 2023 | 30 |
AMICA MUTUAL INSURANCE CO | 25 | 5 | 0.13% | 0.37% | 0.70% | Q3 2015 | Q3 2023 | 30 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 27 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 30 |
Avenir Corp | 30 | 30 | 0.13% | 0.54% | 4.78% | Q2 2016 | Q3 2023 | 30 |
MUFG Americas Holdings Corp | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2022 | 30 |
TCI Wealth Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 30 |
AXA S.A. | 30 | 30 | 0.00% | 0.23% | 0.64% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 26 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 30 |
Avior Wealth Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 30 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 14 | 0.00% | 0.07% | 0.28% | Q1 2015 | Q3 2023 | 30 |
Tredje AP-fonden | 17 | 12 | 0.01% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 29 |
AMP Capital Investors Ltd | 29 | 29 | 0.04% | 0.71% | 5.21% | Q1 2015 | Q1 2022 | 29 |
PEAK6 Group LLC | 11 | 2 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q2 2018 | 29 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.02% | 0.12% | 0.41% | Q3 2015 | Q3 2023 | 29 |
IBM Retirement Fund | 29 | 29 | 0.06% | 0.14% | 0.23% | Q1 2015 | Q1 2022 | 29 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 23 | 6 | 0.02% | 0.14% | 0.21% | Q2 2016 | Q3 2023 | 29 |
Calamos Advisors LLC | 28 | 1 | 0.02% | 0.06% | 0.33% | Q1 2015 | Q3 2023 | 29 |
FULTON BANK, N.A. | 16 | 13 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2022 | 29 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 29 | 29 | 0.52% | 4.35% | 9.84% | Q3 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
Tarbox Family Office, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 29 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 29 | 29 | 0.06% | 0.12% | 0.16% | Q1 2015 | Q1 2022 | 29 |
Kistler-Tiffany Companies, LLC | 22 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.14% | 0.21% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2022 | 28 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 28 | 0.30% | 0.42% | 0.61% | Q4 2016 | Q3 2023 | 28 |
CIM INVESTMENT MANAGEMENT INC | 17 | 11 | 0.11% | 0.30% | 0.59% | Q3 2016 | Q3 2023 | 28 |
State of New Jersey Common Pension Fund D | 28 | 28 | 0.01% | 0.21% | 0.36% | Q4 2016 | Q3 2023 | 28 |
RIVERPARK CAPITAL MANAGEMENT LLC | 27 | 1 | 0.54% | 3.12% | 5.41% | Q1 2015 | Q3 2023 | 28 |
AMF Tjanstepension AB | 28 | 28 | 0.05% | 0.31% | 1.14% | Q4 2016 | Q3 2023 | 28 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 19 | 9 | 0.35% | 2.05% | 3.74% | Q2 2016 | Q3 2023 | 28 |
South Dakota Investment Council | 28 | 28 | 0.06% | 0.20% | 0.54% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.13% | 0.18% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
EVERENCE CAPITAL MANAGEMENT INC | 28 | 28 | 0.14% | 0.18% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.16% | 0.45% | Q4 2016 | Q3 2023 | 28 |
FORSTA AP-FONDEN | 28 | 28 | 0.10% | 0.23% | 0.47% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.13% | 0.36% | 0.70% | Q4 2016 | Q3 2023 | 28 |
ING GROEP NV | 10 | 2 | 0.00% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.12% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Waterfront Capital Partners, LLC | 15 | 2 | 0.26% | 3.33% | 7.63% | Q1 2015 | Q3 2023 | 28 |
LOOMIS SAYLES & CO L P | 23 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
Harbor Advisors LLC | 28 | 28 | 35.18% | 41.61% | 49.60% | Q4 2016 | Q3 2023 | 28 |
Perigon Wealth Management, LLC | 19 | 1 | 0.02% | 0.06% | 0.17% | Q3 2011 | Q3 2023 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 27 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 27 | 27 | 0.04% | 0.84% | 1.51% | Q1 2017 | Q3 2023 | 27 |
GIRARD PARTNERS LTD. | 27 | 27 | 0.07% | 0.32% | 0.48% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.13% | 0.31% | Q4 2016 | Q3 2023 | 27 |
World Asset Management Inc | 27 | 27 | 0.05% | 0.14% | 0.22% | Q1 2015 | Q3 2021 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 27 | 0.07% | 0.28% | 0.51% | Q4 2016 | Q2 2023 | 27 |
Geneos Wealth Management Inc. | 21 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
FAGAN ASSOCIATES, INC. | 27 | 27 | 0.36% | 1.00% | 1.98% | Q1 2017 | Q3 2023 | 27 |
ADVISOR PARTNERS LLC | 27 | 27 | 0.07% | 0.12% | 0.21% | Q4 2015 | Q2 2022 | 27 |
Mirae Asset Global Investments Co., Ltd. | 25 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 27 |
FRED ALGER MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.25% | 1.30% | Q1 2017 | Q3 2023 | 27 |
CHILTON CAPITAL MANAGEMENT LLC | 27 | 27 | 0.80% | 1.97% | 3.43% | Q1 2017 | Q3 2023 | 27 |
TRUIST FINANCIAL CORP | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
RiverPark Advisors, LLC | 22 | 1 | 0.37% | 1.89% | 4.52% | Q1 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.06% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 26 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 26 |
Capital Analysts, LLC | 26 | 26 | 0.00% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Solstein Capital, LLC | 24 | 24 | 0.01% | 3.68% | 9.25% | Q4 2017 | Q3 2023 | 26 |
ALBION FINANCIAL GROUP /UT | 16 | 10 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 26 |
GSI Capital Advisors LLC | 26 | 26 | 3.25% | 7.73% | 11.72% | Q2 2017 | Q3 2023 | 26 |
Douglass Winthrop Advisors, LLC | 26 | 26 | 0.01% | 0.03% | 0.14% | Q2 2017 | Q3 2023 | 26 |
APG Asset Management US Inc. | 15 | 11 | 0.13% | 3.50% | 9.03% | Q1 2016 | Q3 2023 | 26 |
Uniplan Investment Counsel, Inc. | 26 | 26 | 0.60% | 4.35% | 6.21% | Q2 2017 | Q3 2023 | 26 |
PICTET ASSET MANAGEMENT LTD | 26 | 26 | 0.14% | 0.59% | 1.19% | Q1 2015 | Q2 2021 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MOGY JOEL R INVESTMENT COUNSEL INC | 26 | 26 | 0.13% | 0.86% | 1.20% | Q2 2017 | Q3 2023 | 26 |
Evercore Wealth Management, LLC | 14 | 12 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 26 |
NICHOLAS COMPANY, INC. | 26 | 26 | 0.06% | 0.14% | 0.18% | Q2 2017 | Q3 2023 | 26 |
AGF INVESTMENTS INC. | 26 | 26 | 0.01% | 0.41% | 0.84% | Q3 2015 | Q4 2021 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.11% | 0.20% | Q3 2016 | Q3 2023 | 26 |
CRAMER ROSENTHAL MCGLYNN LLC | 25 | 25 | 0.25% | 0.70% | 1.57% | Q1 2015 | Q1 2021 | 25 |
abrdn plc | 25 | 25 | 0.22% | 0.52% | 1.08% | Q3 2017 | Q3 2023 | 25 |
LS Investment Advisors, LLC | 25 | 25 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q1 2021 | 25 |
NEXT Financial Group, Inc | 14 | 11 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q4 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.09% | 0.31% | Q1 2016 | Q1 2022 | 25 |
CIBC WORLD MARKET INC. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 25 |
Resolution Capital Ltd | 16 | 9 | 3.14% | 6.57% | 10.71% | Q4 2015 | Q3 2023 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.03% | 0.11% | 0.26% | Q1 2015 | Q3 2023 | 25 |
Copeland Capital Management, LLC | 25 | 25 | 0.16% | 0.30% | 0.75% | Q3 2017 | Q3 2023 | 25 |
SHELTON CAPITAL MANAGEMENT | 24 | 1 | 0.00% | 0.10% | 0.33% | Q1 2015 | Q3 2023 | 25 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.05% | 0.22% | Q4 2014 | Q3 2023 | 25 |
JENNISON ASSOCIATES LLC | 23 | 2 | 0.00% | 0.10% | 0.17% | Q1 2016 | Q3 2023 | 25 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 8 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 16 | 4 | 0.00% | 0.19% | 0.33% | Q2 2015 | Q2 2023 | 25 |
FDx Advisors, Inc. | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 25 | 25 | 0.04% | 0.10% | 0.21% | Q3 2017 | Q3 2023 | 25 |
Ninepoint Partners LP | 25 | 25 | 0.03% | 0.24% | 1.27% | Q3 2017 | Q3 2023 | 25 |
WESPAC Advisors, LLC | 14 | 11 | 0.77% | 1.56% | 2.46% | Q1 2016 | Q3 2023 | 25 |
ClearBridge Investments | 25 | 25 | 0.00% | 0.51% | 0.80% | Q3 2017 | Q3 2023 | 25 |
PRUDENTIAL PLC | 25 | 25 | 0.01% | 0.06% | 0.23% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
HERITAGE INVESTORS MANAGEMENT CORP | 25 | 25 | 0.02% | 0.68% | 0.98% | Q3 2017 | Q3 2023 | 25 |
COMMERCE BANK | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
NATIXIS ADVISORS, L.P. | 24 | 24 | 0.05% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 24 |
NATIXIS | 17 | 2 | 0.00% | 0.11% | 0.42% | Q3 2016 | Q3 2023 | 24 |
Allen Investment Management, LLC | 24 | 24 | 0.04% | 2.40% | 5.03% | Q1 2015 | Q4 2020 | 24 |
Aperio Group, LLC | 24 | 24 | 0.03% | 0.09% | 0.16% | Q1 2015 | Q4 2020 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.10% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.19% | 1.16% | 1.56% | Q4 2017 | Q3 2023 | 24 |
BBVA USA Bancshares, Inc. | 18 | 6 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q1 2021 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 1.06% | 1.27% | 1.75% | Q4 2017 | Q3 2023 | 24 |
FIDUCIARY TRUST CO | 21 | 3 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 24 |
SHUFRO ROSE & CO LLC | 24 | 24 | 0.11% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 24 |
DAVIS SELECTED ADVISERS | 23 | 1 | 0.01% | 0.10% | 0.16% | Q1 2015 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 21 | 1 | 0.00% | 0.14% | 0.32% | Q1 2015 | Q3 2023 | 24 |
DODGE & COX | 13 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 24 |
WEBSTER BANK, N. A. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.12% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
THORNBURG INVESTMENT MANAGEMENT INC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2020 | 24 |
CI INVESTMENTS INC. | 24 | 24 | 0.01% | 0.40% | 0.70% | Q4 2017 | Q3 2023 | 24 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 14 | 2 | 0.00% | 0.19% | 0.47% | Q2 2015 | Q3 2022 | 24 |
MASON STREET ADVISORS, LLC | 24 | 24 | 0.05% | 0.11% | 0.18% | Q1 2015 | Q4 2020 | 24 |
ACADIAN ASSET MANAGEMENT LLC | 19 | 5 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 24 |
MIDDLETON & CO INC/MA | 20 | 4 | 0.19% | 1.08% | 1.37% | Q3 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.23% | 0.36% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.62% | 1.11% | 1.46% | Q4 2017 | Q3 2023 | 24 |
Penserra Capital Management LLC | 19 | 1 | 0.00% | 0.25% | 0.52% | Q1 2016 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.06% | 0.14% | 0.31% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 24 | 24 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.03% | 0.56% | 1.40% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.00% | 0.06% | 0.26% | Q3 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
NS Partners Ltd | 23 | 23 | 0.57% | 0.97% | 1.29% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 23 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 23 | 23 | 0.01% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 23 |
FIRST QUADRANT LLC/CA | 23 | 23 | 0.01% | 0.03% | 0.13% | Q1 2015 | Q3 2020 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.04% | 1.07% | 1.74% | Q1 2018 | Q3 2023 | 23 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 20 | 3 | 0.01% | 0.65% | 1.67% | Q3 2017 | Q3 2023 | 23 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 23 | 23 | 0.65% | 2.62% | 6.52% | Q1 2015 | Q3 2020 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2021 | 23 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 4 | 0.00% | 0.22% | 0.52% | Q1 2015 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.03% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.13% | 0.17% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Morris Capital Advisors, LLC | 23 | 23 | 0.36% | 0.51% | 0.77% | Q1 2017 | Q3 2022 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 2 | 0.00% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 23 | 23 | 3.64% | 5.31% | 7.19% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.17% | 0.44% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q4 2022 | 23 |
WESBANCO BANK INC | 11 | 6 | 0.02% | 0.06% | 0.21% | Q1 2015 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.31% | 0.78% | Q1 2018 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Baystate Wealth Management LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
EMS Capital LP | 23 | 23 | 0.02% | 2.79% | 9.71% | Q1 2015 | Q3 2020 | 23 |
BOSTON FINANCIAL MANGEMENT LLC | 22 | 22 | 0.87% | 1.43% | 1.81% | Q2 2018 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.03% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 15 | 7 | 0.03% | 0.61% | 2.32% | Q1 2015 | Q3 2023 | 22 |
BARINGS LLC | 19 | 1 | 0.01% | 0.54% | 2.06% | Q2 2015 | Q2 2022 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.20% | 0.27% | 0.39% | Q2 2018 | Q3 2023 | 22 |
FIL Ltd | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Capital International Sarl | 22 | 22 | 0.12% | 0.74% | 1.14% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MOTCO | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Capital International Investors | 22 | 22 | 0.01% | 0.48% | 0.87% | Q2 2018 | Q3 2023 | 22 |
Raine Capital LLC | 18 | 4 | 0.32% | 4.45% | 19.74% | Q4 2015 | Q4 2022 | 22 |
PineBridge Investments, L.P. | 19 | 1 | 0.00% | 0.04% | 0.15% | Q2 2016 | Q2 2023 | 22 |
Thomas J. Herzfeld Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
REAVES W H & CO INC | 22 | 22 | 0.13% | 2.65% | 3.99% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Harvest Fund Management Co., Ltd | 12 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q3 2023 | 22 |
Capital International, Inc./CA/ | 22 | 22 | 0.06% | 0.66% | 1.35% | Q2 2018 | Q3 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 5 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 22 |
Meiji Yasuda Life Insurance Co | 22 | 22 | 0.01% | 0.12% | 0.35% | Q2 2017 | Q3 2022 | 22 |
COUNTRY TRUST BANK | 20 | 1 | 0.00% | 0.99% | 1.78% | Q1 2018 | Q4 2023 | 21 |
HAHN CAPITAL MANAGEMENT LLC | 21 | 21 | 2.06% | 4.04% | 6.60% | Q3 2018 | Q3 2023 | 21 |
Ranger Global Real Estate Advisors, LLC | 8 | 1 | 0.06% | 4.04% | 9.04% | Q4 2016 | Q3 2023 | 21 |
CAPITAL INTERNATIONAL LTD /CA/ | 20 | 1 | 0.07% | 0.17% | 0.49% | Q2 2018 | Q3 2023 | 21 |
Permit Capital, LLC | 21 | 21 | 1.28% | 2.27% | 3.02% | Q1 2015 | Q1 2020 | 21 |
Prospera Financial Services Inc | 18 | 3 | 0.05% | 0.10% | 0.49% | Q2 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 21 |
Mariner, LLC | 21 | 21 | 0.01% | 0.13% | 0.22% | Q3 2018 | Q3 2023 | 21 |
EXANE DERIVATIVES | 21 | 21 | 0.00% | 0.09% | 0.34% | Q2 2017 | Q2 2022 | 21 |
Freestone Capital Holdings, LLC | 21 | 21 | 0.00% | 0.09% | 0.16% | Q3 2018 | Q3 2023 | 21 |
GREENLEAF TRUST | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 21 |
Renaissance Technologies | 13 | 4 | 0.00% | 0.04% | 0.16% | Q2 2015 | Q3 2022 | 21 |
AEW CAPITAL MANAGEMENT L P | 14 | 1 | 1.03% | 5.01% | 9.46% | Q1 2018 | Q3 2023 | 21 |
Quantitative Investment Management, LLC | 10 | 1 | 0.02% | 0.23% | 1.02% | Q4 2014 | Q2 2023 | 21 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2022 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.03% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.02% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Decatur Capital Management, Inc. | 20 | 1 | 0.11% | 1.05% | 1.46% | Q3 2016 | Q3 2023 | 21 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 17 | 4 | 0.03% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 21 |
Edgestream Partners, L.P. | 7 | 1 | 0.01% | 0.98% | 2.79% | Q2 2015 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 15 | 6 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 21 | 21 | 0.04% | 0.10% | 0.21% | Q1 2016 | Q1 2021 | 21 |
COMGEST GLOBAL INVESTORS S.A.S. | 12 | 9 | 0.03% | 0.11% | 0.20% | Q2 2015 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Prime Capital Investment Advisors, LLC | 15 | 2 | 0.01% | 0.11% | 0.32% | Q1 2018 | Q3 2023 | 20 |
APPLETON PARTNERS INC/MA | 20 | 20 | 0.04% | 0.47% | 0.93% | Q1 2019 | Q4 2023 | 20 |
CLEARARC CAPITAL INC | 20 | 20 | 0.06% | 0.13% | 0.21% | Q1 2015 | Q4 2019 | 20 |
Consolidated Investment Group LLC | 20 | 20 | 0.76% | 1.18% | 1.93% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.04% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 20 |
D.B. Root & Company, LLC | 20 | 20 | 0.12% | 0.20% | 0.31% | Q2 2018 | Q1 2023 | 20 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.00% | 0.05% | 0.88% | Q1 2015 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.09% | 0.80% | 1.08% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.75% | 1.24% | 1.59% | Q4 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
Gradient Investments LLC | 19 | 1 | 0.00% | 0.26% | 0.56% | Q4 2017 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2020 | 20 |
Plante Moran Financial Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.12% | Q2 2015 | Q2 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Banco Santander, S.A. | 19 | 1 | 0.00% | 0.03% | 0.40% | Q1 2018 | Q3 2023 | 20 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 20 | 20 | 0.01% | 0.33% | 1.24% | Q1 2015 | Q4 2019 | 20 |
WEDBUSH SECURITIES INC | 16 | 4 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 19 | 1 | 0.04% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.08% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.03% | 0.26% | 0.76% | Q4 2017 | Q3 2022 | 20 |
NVWM, LLC | 15 | 2 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 20 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 20 | 20 | 0.07% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Three Peaks Capital Management, LLC | 11 | 9 | 0.26% | 1.10% | 1.62% | Q4 2015 | Q4 2020 | 20 |
Motley Fool Wealth Management, LLC | 20 | 20 | 0.07% | 1.56% | 2.81% | Q4 2018 | Q3 2023 | 20 |
SECURITY ASSET MANAGEMENT | 20 | 20 | 1.32% | 1.67% | 2.13% | Q1 2018 | Q4 2022 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 20 |
BP PLC | 10 | 10 | 0.07% | 0.21% | 0.74% | Q2 2016 | Q2 2021 | 20 |
ALLSTATE CORP | 20 | 20 | 0.02% | 0.14% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Natixis Investment Managers International | 12 | 1 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.11% | 0.19% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Vectors Research Management, LLC | 20 | 20 | 0.77% | 1.13% | 1.72% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Municipal Employees' Retirement System of Michigan | 14 | 6 | 0.02% | 0.06% | 0.30% | Q1 2015 | Q1 2020 | 20 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2021 | 19 |
GRIFFIN ASSET MANAGEMENT, INC. | 19 | 19 | 0.16% | 0.20% | 0.24% | Q1 2019 | Q3 2023 | 19 |
ALTFEST L J & CO INC | 15 | 4 | 0.09% | 0.21% | 0.47% | Q4 2017 | Q4 2022 | 19 |
BOOTHBAY FUND MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.09% | 0.30% | Q4 2015 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Goelzer Investment Management, Inc. | 19 | 19 | 0.16% | 0.21% | 0.30% | Q1 2019 | Q3 2023 | 19 |
People's United Financial, Inc. | 12 | 2 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q1 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Zimmer Partners, LP | 8 | 1 | 0.14% | 1.76% | 4.84% | Q1 2016 | Q2 2023 | 19 |
EP Wealth Advisors, LLC | 12 | 3 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 19 |
Coastline Trust Co | 19 | 19 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
EMERALD ADVISERS, LLC | 19 | 19 | 0.03% | 0.05% | 0.09% | Q1 2016 | Q3 2020 | 19 |
AGF Investments America Inc. | 19 | 19 | 0.55% | 2.27% | 4.76% | Q2 2016 | Q4 2020 | 19 |
Forward Management, LLC | 16 | 1 | 0.00% | 0.12% | 0.25% | Q1 2015 | Q3 2022 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2019 | 19 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 19 |
Chicago Capital, LLC | 16 | 3 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 19 |
ONTARIO TEACHERS PENSION PLAN BOARD | 13 | 1 | 0.00% | 0.05% | 0.09% | Q1 2015 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.06% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Farmers & Merchants Trust Co of Chambersburg PA | 19 | 19 | 0.10% | 0.17% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Impax Asset Management Group plc | 19 | 19 | 0.21% | 1.53% | 2.13% | Q1 2019 | Q3 2023 | 19 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 19 |
ORRSTOWN FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2019 | 19 |
TIVERTON ASSET MANAGEMENT LLC | 19 | 19 | 0.13% | 0.22% | 0.42% | Q1 2015 | Q3 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Bellecapital International Ltd. | 19 | 19 | 0.17% | 0.25% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 19 |
LINCLUDEN MANAGEMENT LTD | 19 | 19 | 0.16% | 0.37% | 0.82% | Q1 2019 | Q3 2023 | 19 |
OAKBROOK INVESTMENTS LLC | 19 | 19 | 0.05% | 0.08% | 0.10% | Q2 2015 | Q4 2019 | 19 |
Sompo Asset Management Co., Ltd. | 19 | 19 | 0.09% | 0.27% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Brookfield Asset Management | 8 | 1 | 0.10% | 0.33% | 0.76% | Q4 2017 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.17% | 0.23% | 0.35% | Q1 2019 | Q3 2023 | 19 |
American Investment Services, Inc. | 19 | 19 | 0.13% | 0.22% | 0.40% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 17 | 2 | 0.00% | 0.07% | 0.70% | Q4 2018 | Q3 2023 | 19 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 18 | 18 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 13 | 1 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 18 | 18 | 0.09% | 0.13% | 0.19% | Q1 2019 | Q2 2023 | 18 |
Avestar Capital, LLC | 11 | 7 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 18 |
TRAN CAPITAL MANAGEMENT, L.P. | 18 | 18 | 0.04% | 2.17% | 5.28% | Q4 2017 | Q1 2022 | 18 |
COMMONWEALTH BANK OF AUSTRALIA | 18 | 18 | 0.00% | 0.49% | 0.72% | Q1 2015 | Q2 2019 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.11% | 0.58% | Q1 2015 | Q1 2023 | 18 |
PGGM Investments | 8 | 1 | 0.02% | 1.21% | 3.40% | Q4 2015 | Q3 2023 | 18 |
HONEYWELL INTERNATIONAL INC | 18 | 18 | 0.08% | 0.77% | 4.66% | Q1 2015 | Q2 2019 | 18 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 18 | 18 | 0.00% | 0.12% | 0.47% | Q2 2015 | Q3 2019 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
CRAWFORD INVESTMENT COUNSEL INC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Cornerstone Advisors, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2019 | 18 |
SYMPHONY ASSET MANAGEMENT LLC | 18 | 18 | 0.21% | 0.45% | 0.63% | Q1 2015 | Q2 2019 | 18 |
Sandy Spring Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TOBAM | 13 | 5 | 0.00% | 0.20% | 1.31% | Q1 2018 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 17 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.07% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 13 | 1 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q4 2022 | 18 |
Assenagon Asset Management S.A. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.00% | 0.58% | 1.99% | Q1 2015 | Q3 2023 | 18 |
EII CAPITAL MANAGEMENT, INC. | 10 | 2 | 0.06% | 0.89% | 4.27% | Q2 2016 | Q3 2021 | 17 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.04% | 0.08% | 0.10% | Q1 2015 | Q1 2019 | 17 |
JLP Asset Management, LLC | 17 | 17 | 1.42% | 9.17% | 11.96% | Q3 2019 | Q3 2023 | 17 |
Pensionfund DSM Netherlands | 17 | 17 | 0.43% | 2.32% | 4.58% | Q4 2019 | Q4 2023 | 17 |
HNP Capital LLC | 12 | 5 | 0.76% | 1.22% | 1.70% | Q4 2018 | Q1 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.09% | 0.21% | Q1 2018 | Q1 2022 | 17 |
Heritage Trust Co | 17 | 17 | 0.09% | 0.15% | 0.28% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.08% | 0.24% | 0.34% | Q4 2018 | Q4 2022 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 17 | 17 | 2.47% | 3.63% | 7.24% | Q2 2016 | Q2 2020 | 17 |
HGI Capital Management, LLC | 10 | 1 | 1.00% | 2.70% | 6.26% | Q1 2017 | Q3 2023 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.04% | 0.12% | Q2 2016 | Q3 2020 | 17 |
EATON VANCE MANAGEMENT | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 17 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
OAK RIDGE INVESTMENTS LLC | 17 | 17 | 0.42% | 0.51% | 0.65% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.04% | 0.54% | 1.42% | Q2 2017 | Q2 2021 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.17% | 0.69% | Q2 2015 | Q4 2021 | 17 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q2 2022 | 17 |
TEACHERS ADVISORS, LLC | 17 | 17 | 0.07% | 0.18% | 0.24% | Q1 2015 | Q1 2019 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Capital Research Global Investors | 17 | 17 | 0.07% | 0.25% | 0.33% | Q3 2019 | Q3 2023 | 17 |
ArrowMark Colorado Holdings LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
PECONIC PARTNERS LLC | 17 | 17 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q2 2022 | 17 |
SkyTop Capital Management LLC | 8 | 3 | 2.58% | 8.86% | 16.03% | Q1 2015 | Q1 2020 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 17 |
Winslow, Evans & Crocker, Inc. | 12 | 1 | 0.00% | 0.10% | 0.27% | Q4 2015 | Q4 2020 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
DigitalBridge Group, Inc. | 16 | 16 | 0.84% | 12.77% | 25.25% | Q4 2019 | Q3 2023 | 17 |
Supplemental Annuity Collective Trust of NJ | 17 | 17 | 0.19% | 0.22% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Insight Wealth Strategies, LLC | 17 | 17 | 0.15% | 0.33% | 0.52% | Q3 2019 | Q3 2023 | 17 |
CENTRAL TRUST Co | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Grandeur Peak Global Advisors, LLC | 17 | 17 | 0.01% | 0.19% | 0.33% | Q2 2019 | Q2 2023 | 17 |
SCOTIA CAPITAL INC. | 12 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.12% | 0.28% | Q1 2015 | Q3 2023 | 17 |
Pensionfund Sabic | 17 | 17 | 0.32% | 0.74% | 1.00% | Q4 2019 | Q4 2023 | 17 |
EFG Asset Management (Americas) Corp. | 17 | 17 | 0.51% | 0.99% | 1.46% | Q1 2019 | Q1 2023 | 17 |
Andesa Financial Management Inc. | 17 | 17 | 0.16% | 0.36% | 0.63% | Q1 2019 | Q1 2023 | 17 |
Lenox Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 17 |
Legacy Advisors, LLC | 15 | 2 | 0.00% | 0.22% | 0.54% | Q1 2018 | Q3 2023 | 17 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.13% | 0.42% | Q3 2015 | Q3 2023 | 17 |
COLONY GROUP LLC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 17 |
KINGS POINT CAPITAL MANAGEMENT | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
HMI Capital Management, L.P. | 16 | 16 | 3.12% | 12.15% | 18.27% | Q1 2015 | Q4 2018 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.44% | 0.73% | 1.08% | Q1 2020 | Q4 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.17% | 0.41% | 0.56% | Q4 2018 | Q3 2022 | 16 |
Savant Capital, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PINNACLE ASSOCIATES LTD | 10 | 1 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q3 2023 | 16 |
CONNABLE OFFICE INC | 16 | 16 | 0.32% | 0.42% | 0.63% | Q2 2018 | Q1 2022 | 16 |
Ballentine Partners, LLC | 10 | 6 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
VAN ECK ASSOCIATES CORP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 1 | 0.05% | 0.40% | 1.01% | Q3 2016 | Q3 2023 | 16 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.09% | 0.22% | Q1 2015 | Q2 2023 | 16 |
Fieldpoint Private Securities, LLC | 9 | 7 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q2 2022 | 16 |
Artemis Investment Management LLP | 13 | 3 | 0.07% | 0.27% | 0.40% | Q3 2018 | Q3 2022 | 16 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 16 | 16 | 0.06% | 2.34% | 3.32% | Q4 2019 | Q3 2023 | 16 |
SPO ADVISORY CORP | 16 | 16 | 4.44% | 9.91% | 17.88% | Q1 2015 | Q4 2018 | 16 |
BRIGHTON JONES LLC | 13 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 16 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 16 | 16 | 0.08% | 0.19% | 0.41% | Q2 2015 | Q1 2019 | 16 |
Hazelview Securities Inc. | 10 | 2 | 1.91% | 4.76% | 9.58% | Q3 2018 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.77% | 0.95% | 1.38% | Q4 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.59% | 0.90% | 1.31% | Q2 2018 | Q1 2022 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.05% | 0.12% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.09% | 0.27% | Q1 2018 | Q2 2023 | 16 |
Zurich Insurance Group Ltd/FI | 11 | 5 | 0.08% | 0.20% | 0.49% | Q1 2016 | Q1 2020 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.16% | 0.21% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Private Ocean, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Arden Trust Co | 16 | 16 | 0.08% | 0.13% | 0.16% | Q2 2019 | Q1 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.15% | 0.37% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Harbour Capital Advisors, LLC | 12 | 1 | 0.00% | 0.41% | 0.58% | Q1 2017 | Q4 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.21% | 0.56% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Laffer Tengler Investments, Inc. | 16 | 16 | 0.03% | 0.30% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Phocas Financial Corp. | 16 | 16 | 0.19% | 0.38% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Nippon Life Global Investors Americas, Inc. | 11 | 5 | 0.08% | 0.48% | 1.28% | Q1 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 16 |
SANDLER CAPITAL MANAGEMENT | 14 | 1 | 0.02% | 0.18% | 1.16% | Q3 2015 | Q2 2023 | 16 |
UBS OCONNOR LLC | 8 | 1 | 0.01% | 0.06% | 0.19% | Q4 2015 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 0.67% | 1.11% | 2.11% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
Orion Portfolio Solutions, LLC | 11 | 4 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Procyon Advisors, LLC | 9 | 6 | 0.04% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.16% | 0.29% | Q1 2017 | Q3 2020 | 15 |
Stuart Chaussee & Associates, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 15 |
North Star Investment Management Corp. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 15 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q4 2017 | 15 |
Balentine LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2018 | 15 |
Souders Financial Advisors | 15 | 15 | 0.58% | 0.82% | 1.25% | Q1 2020 | Q3 2023 | 15 |
Perpetual Ltd | 9 | 1 | 0.05% | 0.92% | 2.11% | Q4 2015 | Q3 2023 | 15 |
BROWN ADVISORY INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.12% | 0.17% | 0.24% | Q3 2016 | Q1 2020 | 15 |
WELCH & FORBES LLC | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Jackson Square Partners, LLC | 15 | 15 | 0.99% | 2.12% | 4.15% | Q1 2015 | Q3 2018 | 15 |
Sterling Capital Management LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2019 | 15 |
Wealth Alliance | 15 | 15 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.03% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 15 |
Firsthand Capital Management, Inc. | 15 | 15 | 1.03% | 3.33% | 4.48% | Q1 2015 | Q3 2018 | 15 |
AGF Investments LLC | 8 | 7 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q2 2021 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Walleye Capital LLC | 6 | 2 | 0.00% | 0.13% | 0.53% | Q4 2019 | Q3 2023 | 15 |
DnB Asset Management AS | 14 | 1 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q4 2023 | 15 |
Pineno Levin & Ford Asset Management, Inc. | 15 | 15 | 1.08% | 1.53% | 2.00% | Q2 2018 | Q4 2021 | 15 |
OppenheimerFunds, Inc. | 15 | 15 | 0.02% | 0.06% | 0.15% | Q3 2015 | Q1 2019 | 15 |
Rathbones Group PLC | 15 | 15 | 0.08% | 0.45% | 1.09% | Q1 2020 | Q3 2023 | 15 |
Veracity Capital LLC | 11 | 4 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.06% | 0.17% | Q1 2016 | Q3 2022 | 15 |
Calamos Wealth Management LLC | 14 | 1 | 0.02% | 0.40% | 0.75% | Q1 2015 | Q1 2022 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.32% | 0.38% | 0.50% | Q4 2019 | Q3 2023 | 15 |
DAVIS R M INC | 15 | 15 | 0.13% | 0.60% | 0.73% | Q1 2020 | Q3 2023 | 15 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.04% | 0.59% | 1.48% | Q1 2015 | Q3 2023 | 15 |
ATWOOD & PALMER INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BOWEN HANES & CO INC | 15 | 15 | 0.26% | 0.57% | 0.75% | Q1 2020 | Q3 2023 | 15 |
Heard Capital LLC | 12 | 3 | 0.10% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 15 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 4 | 0.31% | 1.07% | 1.96% | Q4 2017 | Q4 2021 | 15 |
PIEDMONT INVESTMENT ADVISORS INC | 12 | 3 | 0.00% | 0.12% | 0.22% | Q2 2016 | Q1 2020 | 15 |
Gryphon Financial Partners LLC | 12 | 3 | 0.01% | 0.11% | 0.17% | Q4 2017 | Q1 2022 | 15 |
Spot Trading L.L.C | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2016 | 15 |
Nan Shan Life Insurance Co., Ltd. | 9 | 2 | 0.15% | 1.07% | 2.05% | Q3 2017 | Q1 2023 | 15 |
Paradigm Financial Partners, LLC | 15 | 15 | 0.51% | 0.65% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.12% | 0.26% | 0.39% | Q4 2016 | Q2 2020 | 15 |
FIRST MERCANTILE TRUST CO | 15 | 15 | 0.12% | 0.27% | 0.49% | Q1 2015 | Q3 2018 | 15 |
Aristotle Capital Boston, LLC | 14 | 1 | 0.00% | 0.24% | 0.60% | Q1 2016 | Q1 2020 | 15 |
WEALTHFRONT Corp | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 3 | 0.00% | 0.06% | 0.10% | Q3 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
INVESTMENT HOUSE LLC | 13 | 2 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q2 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.05% | 0.14% | 0.24% | Q1 2019 | Q3 2022 | 15 |
Twin Tree Management, LP | 3 | 1 | 0.01% | 0.02% | 0.08% | Q1 2015 | Q1 2022 | 15 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.11% | 0.30% | Q1 2016 | Q1 2023 | 15 |
Spears Abacus Advisors LLC | 15 | 15 | 0.14% | 0.22% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Inspire Investing, LLC | 15 | 15 | 0.15% | 0.54% | 0.93% | Q4 2017 | Q2 2021 | 15 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.08% | 0.25% | Q4 2017 | Q3 2023 | 14 |
BTC Capital Management, Inc. | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Princeton Portfolio Strategies Group LLC | 14 | 14 | 1.06% | 1.78% | 2.48% | Q1 2018 | Q2 2021 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.15% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Diversified Trust Co | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q4 2023 | 14 |
AlphaCrest Capital Management LLC | 9 | 5 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2022 | 14 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Virtue Capital Management, LLC | 8 | 2 | 0.03% | 0.11% | 0.19% | Q3 2019 | Q3 2023 | 14 |
CROSSLINK CAPITAL INC | 13 | 1 | 1.80% | 2.57% | 3.46% | Q3 2015 | Q1 2019 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q4 2022 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.07% | 0.13% | Q4 2015 | Q4 2021 | 14 |
Chicago Partners Investment Group LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q4 2022 | 14 |
Redwood Investments, LLC | 14 | 14 | 0.11% | 0.26% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 7 | 1 | 0.00% | 0.09% | 0.30% | Q1 2017 | Q1 2021 | 14 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 14 | 14 | 0.03% | 0.11% | 0.18% | Q1 2015 | Q2 2018 | 14 |
Rheos Capital Works Inc. | 13 | 1 | 0.13% | 0.45% | 0.64% | Q4 2019 | Q3 2023 | 14 |
Cornerstone Advisors, LLC | 10 | 4 | 0.15% | 0.32% | 0.43% | Q4 2019 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PFG Advisors | 14 | 14 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Partners Group Holding AG | 14 | 14 | 0.09% | 2.73% | 3.41% | Q2 2020 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.06% | 0.12% | 0.15% | Q1 2016 | Q2 2019 | 14 |
Coatue Management | 12 | 2 | 1.88% | 3.34% | 5.33% | Q1 2015 | Q3 2023 | 14 |
Tidal Investments LLC | 12 | 2 | 0.03% | 0.16% | 0.34% | Q1 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.11% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.08% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.01% | 0.05% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Ithaka Group | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q4 2021 | 14 |
Grove Bank & Trust | 5 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.31% | 0.40% | 0.65% | Q2 2020 | Q3 2023 | 14 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 14 | 14 | 0.13% | 0.46% | 0.78% | Q3 2017 | Q4 2020 | 14 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.39% | Q4 2015 | Q2 2023 | 14 |
Community Capital Management, LLC | 14 | 14 | 0.40% | 0.73% | 1.03% | Q4 2018 | Q1 2022 | 14 |
Summit X, LLC | 14 | 14 | 0.12% | 0.21% | 0.51% | Q1 2020 | Q2 2023 | 14 |
SUNTRUST BANKS INC | 9 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 14 | 0.02% | 0.08% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 14 |
Caprock Group, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MILES CAPITAL, INC. | 14 | 14 | 0.19% | 0.37% | 0.82% | Q4 2016 | Q1 2020 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.02% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.03% | 0.28% | Q4 2018 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Capital Bank & Trust Co | 13 | 1 | 0.00% | 0.90% | 1.40% | Q3 2017 | Q2 2021 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 14 |
Patriot Financial Group Insurance Agency, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 14 |
NORTHSTAR ASSET MANAGEMENT LLC | 13 | 13 | 0.47% | 0.55% | 0.65% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 13 |
GAM Holding AG | 13 | 13 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q1 2018 | 13 |
Verde Capital Management | 13 | 13 | 0.36% | 0.57% | 0.76% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 13 |
LMR Partners LLP | 6 | 1 | 0.00% | 0.70% | 3.10% | Q2 2015 | Q2 2020 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 3 | 0.01% | 0.03% | 0.28% | Q3 2017 | Q1 2022 | 13 |
Summit Global Investments | 6 | 2 | 0.01% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 1.09% | 1.23% | 1.45% | Q4 2020 | Q4 2023 | 13 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.01% | 0.10% | 0.19% | Q4 2017 | Q1 2023 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 12 | 1 | 0.01% | 0.38% | 0.74% | Q2 2018 | Q1 2023 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.15% | 0.25% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Pinion Investment Advisors, LLC | 11 | 2 | 0.37% | 0.55% | 0.63% | Q1 2020 | Q3 2023 | 13 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 13 | 13 | 0.87% | 1.21% | 1.48% | Q3 2020 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Altman Advisors, Inc. | 12 | 1 | 0.57% | 0.67% | 0.79% | Q1 2020 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 13 |
Cetera Advisors LLC | 9 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
BANQUE PICTET & CIE SA | 13 | 13 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.10% | 0.27% | Q2 2017 | Q2 2020 | 13 |
Spyglass Capital Management LLC | 13 | 13 | 1.90% | 2.94% | 5.06% | Q4 2018 | Q4 2021 | 13 |
Jackson, Grant Investment Advisers, Inc. | 12 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q1 2022 | 13 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 13 | 13 | 0.07% | 0.13% | 0.16% | Q1 2015 | Q1 2018 | 13 |
Alyeska Investment Group, L.P. | 7 | 6 | 0.00% | 0.51% | 1.44% | Q3 2016 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.09% | 0.29% | Q2 2020 | Q4 2023 | 13 |
Achmea Investment Management B.V. | 9 | 4 | 0.00% | 0.06% | 0.21% | Q4 2019 | Q3 2023 | 13 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 12 | 1 | 0.28% | 0.33% | 0.43% | Q2 2020 | Q3 2023 | 13 |
Gs Investments, Inc. | 13 | 13 | 0.94% | 1.69% | 4.85% | Q3 2020 | Q3 2023 | 13 |
FIR TREE CAPITAL MANAGEMENT LP | 13 | 13 | 3.26% | 5.93% | 8.77% | Q1 2015 | Q1 2018 | 13 |
Bath Savings Trust Co | 13 | 13 | 0.21% | 0.62% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Winch Advisory Services, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q1 2020 | 13 |
SUMITOMO LIFE INSURANCE CO | 13 | 13 | 0.02% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.10% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 13 |
WASHINGTON CAPITAL MANAGEMENT, INC | 13 | 13 | 0.22% | 0.53% | 0.95% | Q1 2015 | Q1 2018 | 13 |
Hudock, Inc. | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
PITCAIRN CO | 11 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 13 |
Meridian Wealth Advisors, LLC | 8 | 2 | 0.05% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2022 | 13 |
EULAV Asset Management | 13 | 13 | 0.14% | 0.32% | 0.48% | Q1 2019 | Q1 2022 | 13 |
LOGAN CAPITAL MANAGEMENT INC | 13 | 13 | 0.10% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.18% | Q2 2015 | Q2 2018 | 13 |
Krilogy Financial LLC | 13 | 13 | 0.03% | 0.10% | 0.14% | Q1 2020 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PHILADELPHIA TRUST CO | 13 | 13 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q2 2022 | 13 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.05% | 0.07% | 0.14% | Q4 2016 | Q3 2019 | 12 |
Independent Advisor Alliance | 9 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.06% | 0.09% | 0.19% | Q4 2016 | Q3 2019 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.12% | 0.16% | 0.33% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
BANK OF THE WEST | 12 | 12 | 0.04% | 0.13% | 0.25% | Q1 2018 | Q4 2020 | 12 |
First National Bank of Mount Dora, Trust Investment Services | 12 | 12 | 0.76% | 1.04% | 1.40% | Q1 2021 | Q4 2023 | 12 |
Principal Street Partners, LLC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TFC Financial Management, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
B&I Capital AG | 12 | 12 | 5.31% | 8.19% | 9.89% | Q4 2020 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 9 | 1 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 12 |
Silicon Valley Capital Partners | 10 | 2 | 0.07% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.22% | 0.59% | 1.09% | Q4 2018 | Q3 2021 | 12 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.24% | 0.34% | 0.48% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.20% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.09% | 0.13% | 0.28% | Q4 2016 | Q3 2019 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.07% | 0.12% | 0.16% | Q1 2019 | Q4 2021 | 12 |
Ayalon Insurance Comp Ltd. | 12 | 12 | 0.08% | 0.60% | 0.94% | Q2 2019 | Q1 2022 | 12 |
GLG LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q1 2015 | Q4 2017 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Lone Pine Capital | 12 | 12 | 2.40% | 3.02% | 3.83% | Q1 2015 | Q4 2017 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.33% | 0.49% | Q4 2020 | Q3 2023 | 12 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.00% | 0.55% | 1.10% | Q2 2015 | Q3 2020 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.15% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.21% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Bruderman Asset Management, LLC | 9 | 1 | 0.00% | 0.31% | 0.56% | Q1 2015 | Q2 2022 | 12 |
CLEAR STREET MARKETS LLC | 6 | 2 | 0.00% | 0.54% | 3.22% | Q2 2015 | Q2 2023 | 12 |
HoyleCohen, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.19% | 0.29% | Q2 2019 | Q4 2022 | 12 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.15% | 1.05% | Q1 2015 | Q3 2021 | 12 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 12 | 12 | 0.03% | 0.16% | 0.28% | Q1 2015 | Q4 2017 | 12 |
WRIGHT INVESTORS SERVICE INC | 12 | 12 | 0.23% | 0.44% | 0.96% | Q3 2019 | Q2 2022 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 3 | 0.05% | 0.32% | 1.29% | Q4 2017 | Q3 2021 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.71% | 0.79% | 0.84% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.11% | 0.47% | Q2 2019 | Q3 2023 | 12 |
Holocene Advisors, LP | 4 | 1 | 0.00% | 0.40% | 1.49% | Q4 2018 | Q4 2022 | 12 |
Sands Capital Management | 12 | 12 | 0.03% | 0.13% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
SeaBridge Investment Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
ARS Investment Partners, LLC | 8 | 1 | 0.03% | 2.15% | 4.06% | Q4 2014 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Arlington Partners LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
FOSTER & MOTLEY INC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q1 2022 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.05% | 0.08% | 0.18% | Q4 2016 | Q3 2019 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.23% | 0.31% | 0.35% | Q4 2019 | Q3 2022 | 12 |
Bridgewater Associates | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 12 |
CVA Family Office, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Edge Wealth Management LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 11 |
DUALITY ADVISERS, LP | 5 | 1 | 0.04% | 0.25% | 0.60% | Q2 2019 | Q1 2023 | 11 |
Csenge Advisory Group | 10 | 1 | 0.00% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 9 | 2 | 0.07% | 0.28% | 0.54% | Q4 2020 | Q3 2023 | 11 |
Family Management Corp | 11 | 11 | 0.05% | 0.13% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Pictet North America Advisors SA | 11 | 11 | 0.24% | 0.26% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 11 |
SYCOMORE ASSET MANAGEMENT | 11 | 11 | 0.42% | 0.91% | 1.54% | Q1 2021 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 11 |
EARNEST PARTNERS LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
Stockbridge Partners LLC | 6 | 2 | 1.15% | 2.21% | 3.04% | Q1 2015 | Q2 2020 | 11 |
Freemont Management S.A. | 7 | 4 | 0.67% | 0.96% | 1.52% | Q4 2020 | Q3 2023 | 11 |
Veritas Investment Management LLP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Camarda Financial Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.35% | Q3 2015 | Q3 2020 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.03% | 0.04% | 0.08% | Q1 2015 | Q3 2017 | 11 |
Cordasco Financial Network | 9 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 11 |
BIEGEL & WALLER LLC | 8 | 3 | 0.13% | 0.15% | 0.18% | Q4 2016 | Q3 2019 | 11 |
Shorepoint Capital Partners LLC | 9 | 2 | 0.26% | 0.34% | 0.41% | Q1 2019 | Q4 2021 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
9258 Wealth Management, LLC | 4 | 3 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.05% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Azimuth Capital Management LLC | 11 | 11 | 0.01% | 0.59% | 0.82% | Q2 2019 | Q4 2021 | 11 |
1623 Capital LLC | 11 | 11 | 3.35% | 4.06% | 5.22% | Q4 2019 | Q2 2022 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 5 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Archer Capital Management, L.P. | 8 | 3 | 3.20% | 5.44% | 8.65% | Q1 2015 | Q3 2018 | 11 |
Bristlecone Advisors, LLC | 11 | 11 | 0.16% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 11 |
RMB Capital Management, LLC | 11 | 11 | 0.68% | 0.92% | 1.16% | Q1 2021 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.15% | 0.24% | 0.40% | Q4 2019 | Q2 2022 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.00% | 0.16% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Alberta Investment Management Corp | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 11 |
WEATHERLY ASSET MANAGEMENT L. P. | 11 | 11 | 0.06% | 0.41% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Elliott Investment Management L.P. | 5 | 1 | 0.53% | 1.01% | 2.21% | Q1 2020 | Q2 2023 | 11 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.06% | 0.14% | Q4 2015 | Q3 2021 | 11 |
NuWave Investment Management, LLC | 3 | 1 | 0.01% | 0.28% | 1.16% | Q4 2017 | Q3 2022 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 11 | 0.09% | 0.30% | 0.56% | Q1 2021 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.01% | 0.03% | 0.18% | Q1 2015 | Q3 2017 | 11 |
FAYEZ SAROFIM & CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
JONES FINANCIAL COMPANIES LLLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 5 | 0.14% | 0.33% | 0.57% | Q3 2015 | Q4 2018 | 11 |
Atom Investors LP | 7 | 1 | 0.02% | 0.11% | 0.28% | Q2 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.07% | 0.26% | Q1 2021 | Q3 2023 | 11 |
EMINENCE CAPITAL, LP | 7 | 4 | 0.26% | 1.31% | 2.40% | Q1 2015 | Q4 2019 | 11 |
Vancity Investment Management Ltd | 10 | 1 | 0.96% | 1.13% | 1.56% | Q4 2020 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
YHB Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
GRS Advisors, LLC | 5 | 1 | 0.36% | 3.95% | 8.42% | Q2 2018 | Q3 2023 | 10 |
abrdn Investment Management Ltd | 10 | 10 | 0.58% | 1.02% | 1.38% | Q1 2015 | Q2 2017 | 10 |
Century Capital Management, LLC | 10 | 10 | 0.21% | 0.74% | 1.30% | Q1 2015 | Q2 2017 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q1 2022 | 10 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.06% | 0.25% | Q2 2015 | Q3 2022 | 10 |
WENDELL DAVID ASSOCIATES INC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Van Leeuwen & Company, LLC | 10 | 10 | 0.70% | 0.97% | 1.38% | Q3 2018 | Q4 2020 | 10 |
FIRST MERCHANTS CORP | 10 | 10 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 10 |
Allred Capital Management, LLC | 10 | 10 | 0.03% | 0.17% | 0.23% | Q4 2019 | Q1 2022 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.05% | 0.09% | 0.16% | Q2 2019 | Q3 2021 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.09% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Quantinno Capital Management LP | 6 | 4 | 0.06% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 10 |
ETRADE Capital Management LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2020 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 1.62% | 2.57% | 2.94% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 10 | 10 | 0.03% | 0.24% | 0.53% | Q4 2019 | Q1 2022 | 10 |
New Jersey Better Educational Savings Trust | 10 | 10 | 0.35% | 0.50% | 0.64% | Q3 2019 | Q4 2021 | 10 |
Banco de Sabadell, S.A | 10 | 10 | 0.03% | 0.08% | 0.10% | Q1 2019 | Q2 2021 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.29% | 0.37% | 0.45% | Q3 2021 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.04% | 0.23% | 0.79% | Q3 2016 | Q2 2023 | 10 |
Keebeck Wealth Management, LLC | 9 | 1 | 0.03% | 0.09% | 0.17% | Q4 2019 | Q2 2022 | 10 |
TIAA, FSB | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 10 |
RB Capital Management, LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q4 2021 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 2 | 0.00% | 0.38% | 0.88% | Q3 2017 | Q4 2021 | 10 |
Integrated Wealth Concepts LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
BBT Capital Management, LLC | 7 | 1 | 0.30% | 0.99% | 1.85% | Q3 2015 | Q2 2018 | 10 |
Legacy Bridge, LLC | 10 | 10 | 0.95% | 1.03% | 1.12% | Q2 2021 | Q3 2023 | 10 |
RAINIER INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.61% | 1.41% | 1.89% | Q1 2015 | Q4 2017 | 10 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 10 | 0.01% | 0.20% | 0.38% | Q1 2020 | Q2 2022 | 10 |
Amundi | 10 | 10 | 0.18% | 0.23% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 4 | 1 | 0.11% | 0.35% | 0.77% | Q4 2017 | Q1 2023 | 10 |
TOWER BRIDGE ADVISORS | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CAMDEN NATIONAL BANK | 10 | 10 | 0.61% | 0.85% | 0.97% | Q2 2020 | Q3 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 1.63% | 2.25% | 2.80% | Q4 2018 | Q1 2021 | 10 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q2 2019 | 10 |
CAPSTONE ASSET MANAGEMENT CO | 10 | 10 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q2 2017 | 10 |
American Assets Investment Management, LLC | 9 | 1 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.12% | 0.43% | Q1 2018 | Q3 2023 | 10 |
FORA Capital, LLC | 4 | 3 | 0.02% | 0.34% | 1.41% | Q4 2019 | Q1 2023 | 10 |
ROPES WEALTH ADVISORS LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q4 2020 | 10 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 10 | 10 | 0.36% | 0.62% | 0.90% | Q1 2020 | Q2 2022 | 10 |
Teamwork Financial Advisors, LLC | 10 | 10 | 0.16% | 0.42% | 0.60% | Q4 2019 | Q1 2022 | 10 |
BADGLEY PHELPS & BELL INC | 10 | 10 | 0.57% | 0.69% | 0.89% | Q1 2019 | Q2 2021 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.56% | 1.79% | 3.16% | Q2 2021 | Q3 2023 | 10 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 9 |
Menard Financial Group LLC | 8 | 1 | 0.34% | 0.40% | 0.46% | Q4 2019 | Q1 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.25% | 0.31% | 0.58% | Q3 2021 | Q3 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.04% | 0.08% | 0.17% | Q3 2015 | Q2 2019 | 9 |
Avalon Investment & Advisory | 9 | 9 | 0.01% | 0.23% | 0.34% | Q2 2019 | Q2 2021 | 9 |
IFC Holdings Incorporated/FL | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.03% | 0.34% | 1.00% | Q3 2021 | Q3 2023 | 9 |
Artisan Partners Limited Partnership | 7 | 2 | 0.02% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.02% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 9 |
CPWM, LLC | 9 | 9 | 0.05% | 0.09% | 0.11% | Q3 2015 | Q3 2017 | 9 |
Global Endowment Management, LP | 5 | 4 | 0.05% | 0.29% | 0.50% | Q1 2015 | Q1 2019 | 9 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.14% | 0.28% | 0.63% | Q1 2015 | Q1 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
EJF Capital LLC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 9 |
Eventide Asset Management | 6 | 1 | 0.03% | 0.10% | 0.19% | Q3 2019 | Q3 2023 | 9 |
RWA WEALTH PARTNERS, LLC | 8 | 1 | 0.00% | 0.15% | 0.34% | Q1 2018 | Q1 2022 | 9 |
Magnus Financial Group LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 9 |
Cedar Brook Financial Partners, LLC | 5 | 4 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 9 |
QCM Cayman, Ltd. | 3 | 1 | 0.22% | 0.91% | 1.75% | Q3 2017 | Q2 2023 | 9 |
BECKER CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.11% | 0.26% | 0.60% | Q4 2016 | Q4 2022 | 9 |
Virtus Fund Advisers, LLC | 6 | 3 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q4 2017 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
DELTA LLOYD NV | 9 | 9 | 0.10% | 0.14% | 0.20% | Q1 2015 | Q1 2017 | 9 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.15% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 9 |
JUPITER ASSET MANAGEMENT LTD | 7 | 1 | 0.01% | 0.14% | 0.53% | Q3 2019 | Q2 2023 | 9 |
WD RUTHERFORD LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 2 | 0.04% | 0.16% | 0.31% | Q1 2015 | Q3 2018 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 1.12% | 1.20% | 1.33% | Q3 2021 | Q3 2023 | 9 |
FIRST INTERSTATE BANK | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.52% | 0.57% | 0.61% | Q3 2021 | Q3 2023 | 9 |
FARALLON CAPITAL MANAGEMENT LLC | 9 | 9 | 1.05% | 1.60% | 2.87% | Q3 2018 | Q3 2020 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.06% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
MIROVA | 5 | 4 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q4 2022 | 9 |
BSW Wealth Partners | 9 | 9 | 0.06% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Dorsey & Whitney Trust CO LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.05% | 0.21% | Q3 2020 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.03% | 0.19% | Q2 2021 | Q2 2023 | 9 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 7 | 2 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q1 2023 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.05% | 0.06% | 0.11% | Q1 2016 | Q4 2018 | 9 |
Parkwood LLC | 9 | 9 | 0.04% | 0.62% | 1.25% | Q4 2014 | Q4 2016 | 9 |
JANUS HENDERSON INVESTORS US LLC | 9 | 9 | 0.03% | 0.17% | 0.28% | Q1 2015 | Q1 2017 | 9 |
Covea Finance | 9 | 9 | 0.58% | 1.09% | 2.10% | Q4 2021 | Q4 2023 | 9 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 9 |
DEARBORN PARTNERS LLC | 9 | 9 | 1.11% | 1.24% | 1.40% | Q3 2021 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.07% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
GREAT LAKES ADVISORS, LLC | 6 | 3 | 0.00% | 0.05% | 0.18% | Q3 2020 | Q3 2023 | 9 |
FIRST AMERICAN TRUST, FSB | 9 | 9 | 0.40% | 0.94% | 1.21% | Q3 2021 | Q3 2023 | 9 |
BURNEY CO/ | 9 | 9 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q2 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.15% | 0.18% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q1 2019 | 9 |
AIA Group Ltd | 9 | 9 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Unigestion Holding SA | 7 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Land & Buildings Investment Management | 7 | 1 | 1.49% | 3.93% | 7.69% | Q3 2015 | Q3 2023 | 9 |
Cypress Capital Group | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.48% | 0.67% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q1 2023 | 8 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 8 |
Qtron Investments LLC | 4 | 4 | 0.08% | 0.14% | 0.24% | Q1 2020 | Q3 2023 | 8 |
BlackRock Institutional Trust Company, N.A. | 8 | 8 | 0.05% | 0.10% | 0.13% | Q1 2015 | Q4 2016 | 8 |
MJP ASSOCIATES INC /ADV | 5 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Bellevue Group AG | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Sentry Investments Corp. | 8 | 8 | 0.11% | 0.25% | 0.41% | Q2 2016 | Q1 2018 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.13% | 0.24% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 2 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2021 | 8 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 2 | 0.02% | 0.11% | 0.17% | Q4 2015 | Q4 2017 | 8 |
Choate Investment Advisors | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Linscomb & Williams, Inc. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.05% | 0.13% | 0.30% | Q3 2021 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Egerton Capital (UK) LLP | 4 | 1 | 0.39% | 1.28% | 2.78% | Q1 2015 | Q4 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
RIVULET CAPITAL, LLC | 8 | 8 | 4.76% | 14.44% | 19.10% | Q1 2018 | Q4 2019 | 8 |
BLUESTEIN R H & CO LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q1 2022 | 8 |
BlackRock Japan Co. Ltd | 8 | 8 | 0.06% | 0.09% | 0.12% | Q1 2015 | Q4 2016 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.61% | 0.81% | 1.15% | Q4 2021 | Q3 2023 | 8 |
SENTINEL ASSET MANAGEMENT, INC. | 8 | 8 | 0.03% | 0.43% | 0.88% | Q4 2015 | Q3 2017 | 8 |
PDS Planning, Inc | 5 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.06% | 1.25% | 3.26% | Q4 2020 | Q3 2022 | 8 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 8 |
ALERUS FINANCIAL NA | 8 | 8 | 0.02% | 0.22% | 0.40% | Q2 2020 | Q1 2022 | 8 |
Fosun International Ltd | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Quadrature Capital Ltd | 4 | 1 | 0.07% | 0.44% | 1.38% | Q3 2015 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.87% | 1.06% | 1.24% | Q3 2021 | Q2 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Biltmore Wealth Management, LLC | 8 | 8 | 0.30% | 0.36% | 0.42% | Q1 2019 | Q4 2020 | 8 |
Marlowe Partners LP | 5 | 3 | 3.18% | 6.50% | 8.63% | Q2 2018 | Q3 2020 | 8 |
STONNINGTON GROUP, LLC | 8 | 8 | 0.07% | 0.20% | 0.34% | Q1 2021 | Q4 2022 | 8 |
West Family Investments, Inc. | 5 | 3 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Private Wealth Partners, LLC | 3 | 2 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.09% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2021 | 8 |
HARRELL INVESTMENT PARTNERS, LLC | 6 | 2 | 0.37% | 0.55% | 0.91% | Q4 2019 | Q1 2022 | 8 |
GDS Wealth Management | 8 | 8 | 0.08% | 0.28% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Castle Hook Partners LP | 3 | 1 | 0.08% | 1.47% | 4.38% | Q1 2017 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Spectrum Management Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CLINTON GROUP INC | 4 | 1 | 0.02% | 0.21% | 0.82% | Q3 2015 | Q3 2018 | 8 |
Vigilant Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.27% | 0.28% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q4 2016 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.50% | 0.55% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.50% | 0.58% | 0.72% | Q4 2021 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.14% | Q1 2015 | Q4 2016 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.05% | 0.12% | 0.18% | Q1 2015 | Q4 2016 | 8 |
Ascent Group, LLC | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
SMITH ASSET MANAGEMENT GROUP LP | 8 | 8 | 0.00% | 0.16% | 0.20% | Q1 2016 | Q4 2017 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.02% | 0.04% | 0.09% | Q1 2015 | Q4 2016 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Vert Asset Management LLC | 8 | 8 | 6.91% | 7.24% | 7.56% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Cipher Capital LP | 4 | 2 | 0.06% | 0.18% | 0.34% | Q3 2018 | Q1 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.10% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 1.01% | 1.12% | 1.24% | Q4 2021 | Q3 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
FIRST FOUNDATION ADVISORS | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 8 |
American Research & Management Co. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Arete Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 8 |
REAL ESTATE MANAGEMENT SERVICES LLC | 8 | 8 | 0.54% | 2.37% | 3.33% | Q2 2018 | Q1 2020 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.62% | 0.88% | 1.18% | Q3 2019 | Q2 2021 | 8 |
SteelBridge Private Wealth Advisors LLC | 8 | 8 | 0.35% | 1.07% | 2.24% | Q2 2016 | Q1 2018 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.02% | 0.13% | 0.22% | Q2 2016 | Q3 2018 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 3.82% | 5.06% | 6.31% | Q4 2015 | Q3 2017 | 8 |
Westover Capital Advisors, LLC | 8 | 8 | 0.40% | 0.59% | 1.25% | Q1 2016 | Q4 2017 | 8 |
Vanderbilt University | 4 | 4 | 0.08% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 8 |
BlackRock Group LTD | 8 | 8 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q4 2016 | 8 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Summit Trail Advisors, LLC | 5 | 2 | 0.01% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.04% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.07% | 0.15% | 0.25% | Q3 2020 | Q1 2022 | 7 |
FORTALEZA ASSET MANAGEMENT INC/ | 7 | 7 | 0.00% | 0.41% | 1.06% | Q2 2015 | Q4 2016 | 7 |
NEW AMSTERDAM PARTNERS LLC/NY | 4 | 3 | 0.05% | 0.09% | 0.13% | Q1 2017 | Q1 2019 | 7 |
CAPITAL GUARDIAN TRUST CO | 5 | 2 | 0.00% | 0.26% | 0.95% | Q4 2016 | Q2 2019 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.18% | 0.30% | Q4 2019 | Q4 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q1 2020 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
CenterBook Partners LP | 7 | 7 | 0.19% | 0.28% | 0.42% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.14% | 0.16% | 0.19% | Q4 2015 | Q2 2017 | 7 |
Campion Asset Management | 7 | 7 | 0.25% | 0.28% | 0.31% | Q1 2021 | Q3 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Chanos & Co LP | 4 | 4 | 0.30% | 10.99% | 28.51% | Q4 2022 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.44% | 1.64% | Q1 2015 | Q2 2020 | 7 |
Kiwi Wealth Investments Limited Partnership | 4 | 3 | 0.29% | 0.57% | 0.83% | Q1 2020 | Q4 2021 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
RMR Advisors LLC | 7 | 7 | 0.16% | 0.93% | 1.76% | Q1 2019 | Q3 2020 | 7 |
Fiera Capital Corp | 7 | 7 | 0.00% | 0.07% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Veritas Investment Partners (UK) Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.11% | 0.31% | Q3 2015 | Q4 2018 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.17% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.18% | 0.21% | 0.25% | Q3 2021 | Q2 2023 | 7 |
James Hambro & Partners | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 7 | 0.30% | 0.62% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Kemper Corp Master Retirement Trust | 7 | 7 | 0.52% | 0.54% | 0.56% | Q2 2016 | Q4 2017 | 7 |
Dakota Wealth Management | 7 | 7 | 0.24% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.05% | 0.19% | 0.32% | Q2 2019 | Q4 2020 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
NEXT CENTURY GROWTH INVESTORS LLC | 7 | 7 | 0.09% | 0.12% | 0.19% | Q2 2016 | Q4 2017 | 7 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 6 | 1 | 0.01% | 0.05% | 0.24% | Q4 2016 | Q3 2023 | 7 |
Mizuho Trust & Banking Co., Ltd. | 7 | 7 | 0.06% | 0.09% | 0.13% | Q1 2015 | Q3 2016 | 7 |
Aveo Capital Partners, LLC | 4 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
ESG Planning | 7 | 7 | 0.33% | 0.61% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Shinko Asset Management Co., Ltd. | 7 | 7 | 0.00% | 1.27% | 2.02% | Q1 2015 | Q3 2016 | 7 |
COWEN AND COMPANY, LLC | 3 | 3 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q2 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.05% | 0.12% | 0.19% | Q1 2021 | Q3 2022 | 7 |
DAVENPORT & Co LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Dai-ichi Life Holdings, Inc. | 7 | 7 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q3 2016 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.10% | 0.19% | Q2 2015 | Q2 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.13% | 0.22% | 0.33% | Q1 2022 | Q3 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.06% | 0.12% | 0.18% | Q1 2016 | Q3 2017 | 7 |
Teton Advisors, Inc. | 7 | 7 | 0.38% | 0.47% | 0.56% | Q1 2015 | Q3 2016 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Price Wealth, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 7 |
Junto Capital Management LP | 4 | 1 | 0.52% | 1.56% | 5.05% | Q4 2015 | Q3 2023 | 7 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.00% | 0.25% | 0.42% | Q1 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Schechter Investment Advisors, LLC | 4 | 3 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Fulcrum Asset Management LLP | 4 | 3 | 0.15% | 0.41% | 0.62% | Q2 2020 | Q1 2022 | 7 |
SCHOLTZ & COMPANY, LLC | 7 | 7 | 0.26% | 0.30% | 0.34% | Q1 2020 | Q3 2021 | 7 |
Paragon Capital Management Ltd | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
JACOBSON & SCHMITT ADVISORS, LLC | 7 | 7 | 2.54% | 2.84% | 3.10% | Q3 2016 | Q1 2018 | 7 |
Concentrum Wealth Management | 7 | 7 | 0.27% | 0.36% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.08% | 0.15% | 0.19% | Q2 2016 | Q4 2017 | 7 |
Mizuho Asset Management Co.,Ltd. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2016 | 7 |
GRANDFIELD & DODD, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2023 | 7 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Freedom Investment Management, Inc. | 6 | 1 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
YorkBridge Wealth Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
KB FINANCIAL PARTNERS, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 1 | 0.05% | 0.46% | 0.77% | Q1 2016 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.17% | 0.19% | 0.20% | Q3 2022 | Q4 2023 | 6 |
SouthState Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
WESTWOOD HOLDINGS GROUP INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 6 |
OneAscent Financial Services LLC | 5 | 1 | 0.10% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.08% | 0.43% | 0.91% | Q4 2018 | Q2 2022 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q3 2022 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q1 2023 | 6 |
Stone Ridge Asset Management LLC | 5 | 1 | 0.24% | 1.11% | 2.47% | Q1 2015 | Q2 2019 | 6 |
Geneva Advisors, LLC | 6 | 6 | 0.34% | 0.56% | 0.66% | Q1 2016 | Q2 2017 | 6 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.01% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2019 | 6 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q4 2018 | Q1 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.03% | 0.11% | 0.23% | Q4 2020 | Q1 2023 | 6 |
ELLIOTT MANAGEMENT CORP | 5 | 1 | 0.21% | 0.49% | 0.99% | Q2 2018 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.15% | 0.16% | 0.16% | Q2 2022 | Q3 2023 | 6 |
CARDEROCK CAPITAL MANAGEMENT INC | 6 | 6 | 0.43% | 0.65% | 0.88% | Q4 2020 | Q1 2022 | 6 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Amtrust Financial Services, Inc. | 3 | 1 | 0.80% | 2.10% | 3.97% | Q2 2017 | Q2 2020 | 6 |
Winslow Capital Management, LLC | 6 | 6 | 1.26% | 1.43% | 1.75% | Q3 2019 | Q4 2020 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Bowling Portfolio Management LLC | 4 | 2 | 0.14% | 0.22% | 0.44% | Q4 2018 | Q2 2020 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q1 2023 | 6 |
WALL STREET ASSOCIATES | 6 | 6 | 0.05% | 0.14% | 0.24% | Q3 2015 | Q4 2016 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
ALGERT GLOBAL LLC | 4 | 2 | 0.06% | 0.39% | 0.75% | Q2 2020 | Q1 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.14% | 0.19% | 0.23% | Q3 2016 | Q4 2017 | 6 |
Boston Common Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
SAGE PRIVATE WEALTH GROUP, LLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ROCKY MOUNTAIN ADVISERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.22% | 0.26% | 0.30% | Q2 2022 | Q3 2023 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.07% | 0.61% | 0.95% | Q2 2019 | Q3 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.05% | 0.08% | Q2 2017 | Q1 2021 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.12% | 0.29% | Q1 2017 | Q2 2017 | 6 |
LITTLE HOUSE CAPITAL LLC | 5 | 1 | 0.26% | 0.34% | 0.44% | Q4 2018 | Q1 2021 | 6 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 6 |
Selkirk Management LLC | 6 | 6 | 1.21% | 3.41% | 6.91% | Q4 2019 | Q1 2021 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.12% | 0.38% | 0.74% | Q4 2018 | Q3 2023 | 6 |
GSB Wealth Management, LLC | 6 | 6 | 0.10% | 0.21% | 0.49% | Q2 2021 | Q3 2022 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Numeric Investors LLC | 3 | 1 | 0.01% | 0.13% | 0.32% | Q3 2015 | Q4 2017 | 6 |
PATTON FUND MANAGEMENT, INC. | 6 | 6 | 0.70% | 1.11% | 1.44% | Q3 2019 | Q4 2020 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.03% | 0.16% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2021 | 6 |
NorthRock Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
NICOLA WEALTH MANAGEMENT LTD. | 6 | 6 | 0.28% | 0.33% | 0.36% | Q2 2022 | Q3 2023 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 6 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.56% | 2.84% | Q1 2020 | Q1 2022 | 6 |
Zeno Research, LLC | 2 | 1 | 2.85% | 5.77% | 8.61% | Q1 2021 | Q2 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Harrison Street Securities, LLC | 6 | 6 | 2.73% | 3.74% | 4.43% | Q2 2015 | Q3 2016 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.03% | 0.13% | 0.22% | Q1 2015 | Q2 2016 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.03% | 0.14% | Q3 2016 | Q3 2023 | 6 |
MAKENA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.54% | 0.90% | 1.40% | Q1 2021 | Q2 2022 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
HighVista Strategies LLC | 6 | 6 | 0.43% | 0.62% | 0.78% | Q3 2015 | Q4 2016 | 6 |
Sustainable Insight Capital Management, LLC | 2 | 1 | 0.21% | 1.10% | 2.93% | Q4 2019 | Q3 2023 | 6 |
GHP Investment Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 5 | 0.15% | 0.28% | 0.72% | Q1 2021 | Q1 2022 | 5 |
MCDONALD PARTNERS LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Arbiter Partners Capital Management LLC | 3 | 3 | 0.05% | 0.74% | 1.82% | Q1 2015 | Q3 2015 | 5 |
Stenahm Asset Managment Ltd | 5 | 5 | 3.94% | 5.78% | 8.74% | Q4 2020 | Q4 2021 | 5 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ETF MANAGERS GROUP, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2022 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.11% | 0.21% | Q2 2020 | Q3 2022 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Anson Funds Management LP | 2 | 2 | 0.11% | 0.46% | 1.43% | Q1 2021 | Q1 2022 | 5 |
JACKSON SQUARE CAPITAL, LLC | 5 | 5 | 0.00% | 0.20% | 0.27% | Q4 2019 | Q4 2020 | 5 |
WealthStone, Inc. | 4 | 1 | 0.14% | 0.20% | 0.38% | Q2 2019 | Q1 2021 | 5 |
TD Securities (USA) LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Daiwa SB Investments Ltd. | 4 | 1 | 0.20% | 0.22% | 0.24% | Q1 2015 | Q1 2019 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.36% | 0.80% | Q1 2020 | Q3 2023 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.13% | 0.15% | 0.17% | Q1 2015 | Q1 2016 | 5 |
BlueCrest Capital Management Ltd | 3 | 2 | 0.04% | 0.24% | 0.97% | Q2 2017 | Q3 2018 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.09% | 0.15% | Q3 2016 | Q3 2023 | 5 |
STRATEGY ASSET MANAGERS LLC | 3 | 2 | 0.14% | 0.46% | 0.72% | Q1 2016 | Q4 2020 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2018 | Q4 2019 | 5 |
PartnerRe Asset Management CORP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 3 | 2 | 0.20% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 5 |
Yellowstone Partners, LLC | 5 | 5 | 2.38% | 2.84% | 3.61% | Q3 2014 | Q3 2015 | 5 |
Oribel Capital Management, LP | 4 | 1 | 0.11% | 0.71% | 2.73% | Q1 2018 | Q4 2020 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 5 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 5 | 5 | 0.07% | 0.10% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Harvest Investment Services, LLC | 5 | 5 | 0.15% | 0.18% | 0.21% | Q2 2020 | Q2 2021 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 5 | 0.39% | 1.80% | 3.16% | Q2 2015 | Q2 2016 | 5 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q1 2016 | Q4 2019 | 5 |
Bank Pictet & Cie (Europe) AG | 2 | 1 | 0.03% | 0.19% | 0.37% | Q4 2020 | Q3 2023 | 5 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 5 |
Yorktown Management & Research Co Inc | 3 | 2 | 0.08% | 0.27% | 0.63% | Q3 2018 | Q3 2020 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 1 | 0.01% | 3.00% | 4.14% | Q4 2017 | Q3 2023 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q2 2015 | Q2 2016 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.17% | 0.34% | Q1 2022 | Q2 2023 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LORD, ABBETT & CO. LLC | 5 | 5 | 0.05% | 0.09% | 0.16% | Q3 2015 | Q3 2016 | 5 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q1 2021 | 5 |
Highland Private Wealth Management | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 3 | 2 | 0.11% | 0.21% | 0.30% | Q3 2021 | Q2 2023 | 5 |
Quaero Capital S.A. | 5 | 5 | 1.15% | 1.45% | 2.00% | Q4 2020 | Q4 2021 | 5 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 0.42% | 1.32% | 2.11% | Q2 2016 | Q1 2020 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.55% | 1.18% | Q3 2017 | Q3 2020 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Caldera Capital, LLC | 5 | 5 | 3.62% | 7.56% | 17.72% | Q1 2019 | Q1 2020 | 5 |
MENTA CAPITAL LLC | 3 | 2 | 0.03% | 0.16% | 0.32% | Q3 2015 | Q3 2017 | 5 |
L & S Advisors Inc | 2 | 1 | 0.09% | 0.23% | 0.33% | Q3 2019 | Q3 2023 | 5 |
Cinctive Capital Management LP | 4 | 1 | 0.27% | 0.62% | 0.98% | Q4 2021 | Q3 2023 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 0.05% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.14% | 1.39% | 4.01% | Q3 2018 | Q3 2019 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q2 2016 | 5 |
RICE HALL JAMES & ASSOCIATES, LLC | 5 | 5 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q4 2016 | 5 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.14% | 0.18% | 0.20% | Q1 2021 | Q1 2022 | 5 |
HighTower Trust Company, N.A. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 5 |
Barings Real Estate Advisers LLC | 5 | 5 | 0.43% | 2.58% | 4.42% | Q4 2015 | Q4 2016 | 5 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.02% | 0.17% | 0.53% | Q4 2021 | Q2 2022 | 5 |
State of Wyoming | 5 | 5 | 0.04% | 0.06% | 0.13% | Q1 2021 | Q1 2022 | 5 |
BALDWIN BROTHERS LLC/MA | 4 | 1 | 0.00% | 0.14% | 0.27% | Q3 2015 | Q4 2022 | 5 |
Wedmont Private Capital | 4 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 5 |
Heartland Bank & Trust Co | 3 | 2 | 0.16% | 0.24% | 0.44% | Q4 2020 | Q3 2023 | 5 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.11% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.10% | 0.16% | 0.21% | Q4 2019 | Q4 2020 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 5 |
Activest Wealth Management | 3 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q1 2019 | 5 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 4 | 4 | 3.29% | 6.16% | 7.88% | Q1 2018 | Q4 2018 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.10% | 0.20% | Q1 2017 | Q2 2021 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 2.98% | 3.09% | 3.38% | Q4 2015 | Q3 2016 | 4 |
Castle Ridge Investment Management LP | 3 | 1 | 1.06% | 2.53% | 4.34% | Q2 2016 | Q3 2017 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.26% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES INC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q4 2018 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ohio National Investments, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q4 2015 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.16% | 0.29% | 0.40% | Q1 2019 | Q4 2021 | 4 |
Hill Winds Capital LP | 2 | 1 | 0.43% | 1.92% | 3.15% | Q2 2019 | Q4 2021 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Euclid Advisors LLC | 3 | 1 | 0.02% | 0.10% | 0.15% | Q2 2015 | Q2 2016 | 4 |
Douglas C. Lane & Associates, Inc. | 4 | 4 | 1.24% | 1.44% | 1.63% | Q1 2015 | Q4 2015 | 4 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.54% | 0.62% | 0.69% | Q1 2022 | Q4 2022 | 4 |
Halpern Financial, Inc. | 3 | 1 | 0.00% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q4 2020 | 4 |
GQG Partners LLC | 4 | 4 | 1.53% | 2.56% | 3.62% | Q1 2020 | Q4 2020 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q4 2022 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.43% | 0.47% | 0.50% | Q4 2021 | Q3 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.27% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Nishkama Capital, LLC | 1 | 1 | 0.15% | 0.71% | 1.70% | Q4 2018 | Q2 2022 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Employers Holdings, Inc. | 4 | 4 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q4 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Harfst & Associates, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 4 |
TURNER INVESTMENTS LLC | 2 | 1 | 0.06% | 0.79% | 1.55% | Q1 2015 | Q2 2017 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 4 |
BANK PICTET & CIE (ASIA) LTD | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
RVB CAPITAL MANAGEMENT LLC | 4 | 4 | 0.65% | 1.89% | 4.14% | Q1 2018 | Q4 2018 | 4 |
King Wealth Management Group | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 4 | 4 | 0.61% | 1.10% | 1.44% | Q1 2016 | Q4 2016 | 4 |
TWIN CAPITAL MANAGEMENT INC | 3 | 1 | 0.05% | 0.37% | 0.53% | Q3 2020 | Q3 2023 | 4 |
FDO Partners, LLC | 3 | 1 | 0.26% | 0.81% | 1.81% | Q1 2016 | Q4 2017 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.60% | 0.67% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.15% | 0.32% | 0.66% | Q4 2016 | Q1 2018 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.45% | 0.48% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 1.22% | 1.40% | 1.57% | Q4 2022 | Q3 2023 | 4 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2023 | 4 |
Ergoteles LLC | 4 | 4 | 0.01% | 0.13% | 0.22% | Q3 2022 | Q2 2023 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
OFI Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Yarbrough Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q2 2022 | 4 |
WBH ADVISORY INC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 4 |
Red Tortoise LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR TRUST Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Signpost Capital Advisors, LP | 4 | 4 | 2.00% | 4.35% | 10.15% | Q1 2015 | Q4 2015 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HOWLAND CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 4 |
Hatteras Investment Partners, LP | 3 | 1 | 0.54% | 0.98% | 1.62% | Q1 2015 | Q1 2016 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.13% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 2 | 1 | 0.30% | 0.36% | 0.42% | Q2 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.36% | 0.64% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Oak Thistle LLC | 3 | 1 | 0.11% | 0.23% | 0.39% | Q2 2022 | Q3 2023 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q1 2017 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Aubrey Capital Management Ltd | 3 | 1 | 0.15% | 1.25% | 1.85% | Q2 2020 | Q1 2022 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.82% | 0.85% | 0.87% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Graypoint LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gillson Capital LP | 2 | 1 | 0.25% | 0.56% | 1.00% | Q4 2021 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Integre Asset Management, LLC | 4 | 4 | 2.09% | 2.32% | 2.57% | Q1 2019 | Q4 2019 | 4 |
Howard Capital Management Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Dorsal Capital Management, LP | 4 | 4 | 3.40% | 3.99% | 4.56% | Q1 2015 | Q4 2015 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.01% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 4 | 4 | 3.32% | 3.80% | 4.23% | Q2 2016 | Q1 2017 | 4 |
Nicholas Investment Partners, LP | 4 | 4 | 0.22% | 0.36% | 0.50% | Q4 2015 | Q3 2016 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Sageworth Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
Hayden Royal, LLC | 4 | 4 | 0.12% | 0.46% | 0.92% | Q1 2021 | Q4 2021 | 4 |
Teza Capital Management LLC | 3 | 1 | 0.06% | 0.23% | 0.39% | Q3 2018 | Q3 2019 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Brave Warrior Advisors | 4 | 4 | 3.98% | 5.57% | 6.44% | Q1 2015 | Q4 2015 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.39% | 0.54% | 0.69% | Q4 2019 | Q3 2020 | 4 |
General Industrial Partners LLP | 4 | 4 | 16.56% | 22.13% | 27.10% | Q1 2019 | Q4 2019 | 4 |
XY Capital Ltd | 2 | 2 | 0.25% | 0.50% | 0.73% | Q1 2023 | Q2 2023 | 4 |
LRT Capital Management, LLC | 3 | 1 | 0.47% | 0.64% | 0.88% | Q4 2021 | Q3 2023 | 4 |
MEITAV INVESTMENT HOUSE LTD | 4 | 4 | 0.05% | 0.10% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Cambria Investment Management, L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Hall Private Wealth Advisors | 4 | 4 | 0.42% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
PRIMECAP MANAGEMENT CO/CA/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.56% | 0.80% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.09% | 0.30% | Q2 2015 | Q2 2020 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WEXFORD CAPITAL LP | 3 | 1 | 0.01% | 0.18% | 0.64% | Q2 2020 | Q2 2022 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.40% | 0.55% | 0.86% | Q4 2022 | Q3 2023 | 4 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Swaine & Leidel Wealth Services, LLC | 3 | 1 | 2.45% | 2.88% | 3.90% | Q1 2019 | Q3 2021 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.27% | 0.29% | 0.36% | Q1 2023 | Q4 2023 | 4 |
Freedom Day Solutions, LLC | 3 | 1 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q4 2021 | 4 |
LBP AM SA | 4 | 4 | 0.34% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
AIA Investment Management Private Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.07% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.12% | 0.30% | 0.39% | Q4 2018 | Q3 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Stonerise Capital Management, LLC | 4 | 4 | 9.92% | 11.47% | 12.56% | Q1 2015 | Q4 2015 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
WAFRA INC. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.01% | 0.41% | 0.72% | Q2 2020 | Q4 2020 | 3 |
LeVasseur Capital Partners LLC | 3 | 3 | 13.30% | 15.05% | 17.64% | Q2 2015 | Q4 2015 | 3 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 3 |
Clal Insurance Enterprises Holdings Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LEVEL FOUR FINANCIAL, LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.08% | 0.40% | 0.80% | Q2 2016 | Q4 2016 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Swedbank | 3 | 3 | 0.42% | 0.49% | 0.62% | Q2 2020 | Q4 2020 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.95% | 1.12% | 1.21% | Q4 2017 | Q2 2018 | 3 |
Folger Hill Asset Management LP | 3 | 3 | 0.04% | 0.22% | 0.60% | Q4 2016 | Q2 2017 | 3 |
MKP Capital Management, L.L.C. | 3 | 3 | 1.00% | 1.12% | 1.21% | Q2 2020 | Q4 2020 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Soros Fund Management | 2 | 1 | 0.01% | 0.67% | 1.50% | Q4 2015 | Q4 2016 | 3 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 3 |
Claar Advisors LLC | 3 | 3 | 7.51% | 8.63% | 9.34% | Q1 2015 | Q3 2015 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Tiger Eye Capital LLC | 3 | 3 | 1.10% | 2.77% | 3.89% | Q4 2015 | Q2 2016 | 3 |
CRITERION CAPITAL MANAGEMENT LLC | 3 | 3 | 2.38% | 3.76% | 4.60% | Q1 2018 | Q3 2018 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.02% | 0.11% | 0.19% | Q4 2018 | Q2 2019 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q4 2020 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.11% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 3 |
MARSHALL WACE ASIA Ltd | 2 | 1 | 0.01% | 0.47% | 0.74% | Q1 2017 | Q3 2020 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 1 | 0.61% | 0.74% | 0.87% | Q4 2022 | Q3 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 3 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q1 2019 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Tortoise Index Solutions, LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.43% | 0.54% | 0.65% | Q1 2019 | Q2 2021 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.33% | 0.73% | 1.51% | Q3 2019 | Q1 2020 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.25% | 1.28% | 3.21% | Q1 2020 | Q3 2020 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.15% | 0.20% | 0.27% | Q1 2020 | Q3 2020 | 3 |
Knights of Columbus Asset Advisors LLC | 3 | 3 | 0.30% | 0.37% | 0.46% | Q4 2019 | Q2 2020 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q4 2019 | 3 |
Revolve Wealth Partners, LLC | 3 | 3 | 0.56% | 0.61% | 0.66% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 1.07% | 2.58% | 5.54% | Q2 2020 | Q4 2020 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FCA CORP /TX | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2017 | Q2 2018 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
NEW YORK LIFE TRUST CO | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2016 | 3 |
BlueMar Capital Management, LLC | 3 | 3 | 0.72% | 1.19% | 1.72% | Q1 2020 | Q3 2020 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q4 2022 | Q2 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.16% | 0.85% | 1.28% | Q1 2023 | Q3 2023 | 3 |
ROCKLAND TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Woodson Capital Management, LP | 3 | 3 | 1.34% | 2.41% | 4.44% | Q1 2020 | Q3 2020 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 3 |
DEERE & CO | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
Jericho Capital Asset Management L.P. | 2 | 1 | 2.86% | 3.37% | 4.04% | Q4 2015 | Q1 2020 | 3 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 3 |
Delphi Private Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BAILARD, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.14% | 0.83% | 2.22% | Q3 2015 | Q4 2016 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.09% | 0.26% | 0.55% | Q1 2018 | Q1 2019 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.44% | 0.73% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.14% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.61% | 2.57% | 4.28% | Q4 2020 | Q2 2021 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.01% | 0.10% | 0.29% | Q4 2017 | Q2 2022 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.24% | 0.29% | 0.36% | Q1 2015 | Q3 2015 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.05% | 0.12% | 0.19% | Q4 2015 | Q2 2016 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.36% | 0.44% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 1.69% | 1.71% | 1.72% | Q2 2017 | Q4 2017 | 3 |
Everett Capital Advisors UK LLP | 3 | 3 | 1.37% | 1.62% | 1.91% | Q1 2019 | Q3 2019 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Maven Securities LTD | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Select Equity Group, L.P. | 3 | 3 | 0.05% | 0.18% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Aston Asset Management, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2015 | Q4 2015 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
COURIER CAPITAL LLC | 2 | 1 | 0.03% | 0.15% | 0.24% | Q3 2020 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q1 2021 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.25% | 0.38% | 0.45% | Q2 2020 | Q4 2020 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Honeycomb Asset Management LP | 2 | 1 | 2.42% | 3.24% | 3.96% | Q2 2017 | Q1 2020 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q4 2016 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Optima Fund Management LLC | 3 | 3 | 1.98% | 2.02% | 2.08% | Q4 2018 | Q2 2019 | 3 |
Campbell & CO Investment Adviser LLC | 3 | 3 | 0.14% | 0.20% | 0.26% | Q1 2019 | Q3 2019 | 3 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WESTERLY CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.64% | 1.66% | 1.67% | Q4 2021 | Q1 2022 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q3 2019 | Q2 2020 | 2 |
BRAUN STACEY ASSOCIATES INC | 2 | 2 | 0.10% | 0.56% | 1.01% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.39% | 0.50% | 0.60% | Q4 2022 | Q3 2023 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q3 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Thrax Management, LLC | 2 | 2 | 1.38% | 3.13% | 4.88% | Q4 2015 | Q1 2016 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 2 |
XTX MARKETS LLC | 2 | 2 | 0.69% | 1.19% | 1.70% | Q3 2020 | Q4 2020 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
KeyPoint Capital Management, LLC | 1 | 1 | 4.54% | 4.58% | 4.62% | Q1 2015 | Q4 2015 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
DINSMORE CAPITAL MANAGEMENT CO/NJ | 2 | 2 | 0.75% | 0.82% | 0.89% | Q2 2015 | Q3 2015 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 3.43% | 3.63% | 3.84% | Q2 2023 | Q3 2023 | 2 |
FALCON POINT CAPITAL, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.13% | 0.24% | 0.34% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.28% | 0.49% | Q3 2021 | Q3 2022 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2023 | Q3 2023 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Kissinger Financial Services LLC | 2 | 2 | 0.90% | 0.94% | 0.97% | Q1 2017 | Q2 2017 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Moreno Evelyn V | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
CAZ INVESTMENTS LP | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2015 | Q2 2015 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 1.05% | 1.21% | 1.38% | Q1 2022 | Q2 2022 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 1.74% | 2.83% | 3.92% | Q4 2015 | Q3 2016 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Shannon River Fund Management LLC | 2 | 2 | 0.87% | 1.51% | 2.14% | Q1 2015 | Q2 2015 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.12% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
CADIAN CAPITAL MANAGEMENT, LP | 2 | 2 | 0.72% | 0.98% | 1.23% | Q1 2015 | Q2 2015 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2019 | Q3 2019 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.08% | 0.16% | 0.23% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2019 | 2 |
ACIMA PRIVATE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
MQS Management LLC | 2 | 2 | 0.20% | 0.25% | 0.29% | Q2 2023 | Q3 2023 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Harvest Capital Strategies LLC | 2 | 2 | 1.45% | 1.63% | 1.81% | Q3 2015 | Q4 2015 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.58% | 2.46% | 4.34% | Q3 2015 | Q1 2016 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.02% | 0.09% | 0.16% | Q1 2016 | Q2 2016 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q1 2020 | Q2 2020 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 2 |
JS Capital Management LLC | 2 | 2 | 1.83% | 1.90% | 1.98% | Q1 2018 | Q2 2018 | 2 |
Exane Asset Management | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2018 | 2 |
17 CAPITAL PARTNERS, LLC | 2 | 2 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q3 2021 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.28% | 0.28% | 0.28% | Q3 2015 | Q4 2015 | 2 |
Presima Securities ULC | 1 | 1 | 2.74% | 5.83% | 8.92% | Q2 2022 | Q3 2023 | 2 |
True North Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q2 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q2 2015 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 1.37% | 1.40% | 1.42% | Q4 2022 | Q1 2023 | 2 |
Tekne Capital Management, LLC | 2 | 2 | 6.62% | 6.68% | 6.73% | Q1 2015 | Q2 2015 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 2 |
Cercano Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Locust Wood Capital Advisers | 1 | 1 | 0.40% | 0.40% | 0.41% | Q2 2020 | Q4 2020 | 2 |
Bray Capital Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.12% | 0.22% | 0.32% | Q2 2015 | Q2 2019 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 2.34% | 2.55% | 2.76% | Q3 2020 | Q4 2020 | 2 |
Park Edge Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.50% | 0.57% | 0.64% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q2 2020 | 2 |
C WorldWide Group Holding A/S | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Gerstein Fisher | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Blackstone Inc. | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q2 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 0.60% | 0.67% | 0.75% | Q1 2020 | Q2 2020 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.38% | 0.90% | 1.43% | Q4 2016 | Q3 2017 | 2 |
Latimer Light Capital, L.P. | 2 | 2 | 1.91% | 3.32% | 4.73% | Q1 2016 | Q2 2016 | 2 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Seven Harbour Global, LP | 2 | 2 | 5.98% | 7.21% | 8.44% | Q4 2015 | Q1 2016 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Symmetry Investments LP | 2 | 2 | 0.57% | 0.75% | 0.94% | Q2 2023 | Q3 2023 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Bowman & Co S.C. | 2 | 2 | 0.33% | 0.35% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
ENDEAVOUR CAPITAL ADVISORS INC | 1 | 1 | 0.18% | 0.31% | 0.44% | Q2 2020 | Q2 2023 | 2 |
CIBC BANK USA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Constellation Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q2 2015 | 2 |
Rice Partnership, LLC | 2 | 2 | 0.48% | 0.52% | 0.57% | Q2 2023 | Q3 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q2 2023 | 2 |
Versor Investments LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.38% | 0.52% | Q1 2015 | Q1 2016 | 2 |
Formidable Asset Management, LLC | 2 | 2 | 0.29% | 0.31% | 0.34% | Q3 2015 | Q4 2015 | 2 |
Salzman Financial Management | 2 | 2 | 5.93% | 6.35% | 6.76% | Q1 2015 | Q2 2015 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.08% | 0.21% | 0.34% | Q4 2016 | Q1 2017 | 2 |
THUNDERBIRD PARTNERS LLP | 2 | 2 | 3.89% | 4.30% | 4.71% | Q1 2016 | Q2 2016 | 2 |
MU Investments Co., Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Bach Option Ltd | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.82% | 1.84% | 2.87% | Q3 2015 | Q4 2015 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.84% | 0.92% | 0.99% | Q1 2019 | Q1 2020 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Flat Footed LLC | 2 | 2 | 0.17% | 0.53% | 0.88% | Q2 2023 | Q3 2023 | 2 |
RIVERSEDGE ADVISORS, LLC | 2 | 2 | 0.08% | 0.14% | 0.19% | Q2 2022 | Q3 2022 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.15% | 0.22% | 0.30% | Q4 2019 | Q1 2020 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q3 2017 | Q4 2017 | 2 |
V3 Capital Management, L.P. | 1 | 1 | 2.45% | 2.51% | 2.56% | Q1 2015 | Q1 2015 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 0.98% | 1.00% | 1.02% | Q1 2016 | Q4 2016 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2018 | Q2 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.23% | 0.36% | Q2 2020 | Q2 2021 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Legacy CG, LLC | 1 | 1 | 0.07% | 0.67% | 1.27% | Q4 2021 | Q2 2022 | 2 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2020 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.13% | 0.25% | Q1 2015 | Q3 2015 | 2 |
Friedberg Investment Management | 2 | 2 | 0.46% | 0.51% | 0.56% | Q2 2017 | Q3 2017 | 2 |
Hunt Lane Capital LP | 2 | 2 | 3.15% | 8.53% | 13.91% | Q4 2015 | Q1 2016 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q4 2021 | 2 |
Bank of Marin | 2 | 2 | 0.60% | 0.67% | 0.73% | Q4 2019 | Q1 2020 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
DENVER INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q1 2015 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q1 2017 | 2 |
EASTERN BANK | 2 | 2 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.17% | 0.20% | 0.24% | Q1 2015 | Q1 2015 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Passport Capital, LLC | 1 | 1 | 0.01% | 11.09% | 22.17% | Q3 2016 | Q3 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
F3Logic, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Meristem Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q3 2020 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Cavalry Management Group, LLC | 1 | 1 | 2.17% | 3.16% | 4.14% | Q3 2022 | Q2 2023 | 2 |
CastleKnight Management LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pettee Investors, Inc. | 2 | 2 | 0.53% | 0.54% | 0.55% | Q3 2017 | Q4 2017 | 2 |
SPROTT INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2016 | Q3 2016 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
PCO INVESTMENT MANAGEMENT LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2015 | Q1 2015 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Phraction Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Flower City Capital | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2019 | Q4 2019 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2016 | Q2 2016 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perpetual Investment Management Ltd | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
PELHAM GLOBAL FINANCIALS LTD | 1 | 1 | 7.35% | 7.35% | 7.35% | Q4 2017 | Q4 2017 | 1 |
Wavelength Asset Management LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2015 | Q2 2015 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BANK OF HAWAII | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Beach Point Capital Management LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2015 | Q1 2015 | 1 |
Robeco Schweiz AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tesuji Partners | 1 | 1 | 11.19% | 11.19% | 11.19% | Q3 2015 | Q3 2015 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2017 | Q4 2017 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2020 | Q1 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
Timber Hill LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
PointState Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2017 | Q1 2017 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q3 2019 | Q3 2019 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Provenire Capital, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2020 | Q1 2020 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2019 | Q3 2019 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2021 | Q1 2021 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Invictus RG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
QS Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Islet Management, LP | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2020 | Q1 2020 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2018 | Q1 2018 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2016 | Q4 2016 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2015 | Q3 2015 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ranger Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Dragoneer Investment Group | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2015 | Q2 2015 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 5.28% | 5.28% | 5.28% | Q1 2015 | Q1 2015 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
LDR Capital Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DRILL CRAIG A | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2015 | Q2 2015 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2015 | Q3 2015 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2016 | Q1 2016 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CQS Cayman LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2015 | Q2 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2017 | Q1 2017 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2015 | Q4 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2016 | Q4 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
One Fin Capital Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2021 | Q1 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2018 | Q4 2018 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Sonnipe Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2023 | Q4 2023 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RICHELIEU GESTION SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2015 | Q1 2015 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Arjuna Capital | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Value Aligned Research Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GUARDIAN INVESTOR SERVICES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Elequin Capital, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2021 | Q4 2021 | 1 |
SBB Research Group LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2018 | Q1 2018 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Peterson Wealth Services | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Quilter Plc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2016 | Q1 2016 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Bard Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CXI Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own EQUINIX INC or have owned EQUINIX INC in the past.