Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 121 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.25% | Q1 2012 | Q3 2023 | 120 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 119 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 105 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.34% | Q1 2012 | Q3 2023 | 105 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 105 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 105 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 100 |
Citadel Advisors | 31 | 10 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 97 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 91 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 90 |
CAPITAL FUND MANAGEMENT S.A. | 31 | 9 | 0.00% | 0.04% | 0.34% | Q3 2013 | Q3 2023 | 87 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 86 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 75 |
TWO SIGMA INVESTMENTS, LP | 25 | 1 | 0.00% | 0.07% | 0.48% | Q4 2013 | Q3 2023 | 72 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.76% | Q2 2013 | Q3 2023 | 72 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.08% | 0.47% | Q3 2013 | Q3 2023 | 71 |
D. E. Shaw & Co., Inc. | 18 | 8 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 71 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 66 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.20% | Q1 2013 | Q3 2023 | 64 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 64 |
WOLVERINE TRADING, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 63 |
Jefferies Group LLC | 21 | 1 | 0.00% | 0.04% | 0.52% | Q3 2013 | Q4 2020 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.09% | 0.31% | Q1 2009 | Q3 2023 | 59 |
GLENMEDE TRUST CO NA | 45 | 2 | 0.01% | 0.09% | 0.39% | Q1 2008 | Q3 2023 | 58 |
AMALGAMATED BANK | 52 | 52 | 0.08% | 0.15% | 0.32% | Q4 2010 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 51 |
Twin Tree Management, LP | 13 | 1 | 0.00% | 0.05% | 0.28% | Q1 2013 | Q3 2022 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.07% | 0.14% | 0.24% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.12% | 0.25% | Q3 2011 | Q3 2023 | 49 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 49 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.02% | 0.26% | Q4 2012 | Q1 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.12% | 0.24% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.03% | 0.14% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.10% | 0.43% | Q1 2012 | Q3 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 42 | 5 | 0.02% | 0.06% | 0.14% | Q2 2011 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.11% | 0.41% | Q2 2013 | Q3 2023 | 46 |
TWO SIGMA ADVISERS, LP | 28 | 2 | 0.00% | 0.15% | 0.88% | Q2 2013 | Q3 2023 | 45 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.03% | 0.17% | Q1 2013 | Q3 2023 | 45 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.65% | Q2 2013 | Q2 2018 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 44 |
Cubist Systematic Strategies, LLC | 19 | 18 | 0.00% | 0.08% | 0.36% | Q2 2014 | Q3 2023 | 44 |
TWO SIGMA SECURITIES, LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 44 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.40% | 1.63% | 3.21% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.01% | 0.46% | 1.18% | Q1 2013 | Q3 2023 | 43 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q2 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.07% | 0.66% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.06% | 0.15% | 0.37% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.16% | 0.40% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.06% | 0.29% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.08% | 0.13% | 0.19% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.08% | 0.12% | 0.16% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q2 2023 | 43 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.10% | 0.35% | 0.57% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UNIVEST FINANCIAL Corp | 42 | 42 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.54% | 1.06% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.01% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.35% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Huber Capital Management LLC | 42 | 42 | 0.08% | 1.39% | 2.95% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2017 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.10% | 0.25% | 0.55% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.09% | 0.54% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.10% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.06% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.10% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
WOLVERINE ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2017 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.23% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.05% | 0.13% | Q4 2012 | Q1 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.02% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.04% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.04% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.08% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.07% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.14% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.05% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.52% | 1.97% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.10% | 0.16% | Q2 2012 | Q4 2022 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.10% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.24% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.03% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.47% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.03% | 0.33% | 0.93% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.26% | 0.54% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.14% | 0.21% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.46% | 0.63% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ING GROEP NV | 32 | 10 | 0.00% | 0.12% | 0.84% | Q1 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.67% | 1.18% | 2.93% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.05% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.12% | 0.32% | 0.99% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.03% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Citizens Business Bank | 42 | 42 | 0.06% | 0.15% | 0.26% | Q4 2012 | Q1 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.05% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.24% | 1.00% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.11% | 0.38% | 0.84% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 0.32% | 0.47% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.22% | 0.64% | 1.22% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.23% | 0.45% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.15% | 0.75% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
EDGAR LOMAX CO/VA | 42 | 42 | 0.40% | 3.04% | 5.30% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.09% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.04% | 0.10% | 0.60% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.13% | 0.22% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.23% | 0.38% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.14% | 0.87% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.00% | 0.26% | 1.12% | Q2 2013 | Q4 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
HUSSMAN STRATEGIC ADVISORS, INC. | 42 | 42 | 0.00% | 0.55% | 2.04% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.45% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AQR Capital Management | 36 | 1 | 0.01% | 0.29% | 1.29% | Q4 2012 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WBH ADVISORY INC | 38 | 3 | 0.04% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 41 |
MCF Advisors LLC | 32 | 2 | 0.00% | 0.01% | 0.02% | Q4 2011 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.10% | 0.16% | 0.22% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.11% | 0.56% | Q3 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 32 | 9 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.02% | 0.12% | 0.21% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 41 |
West Oak Capital, LLC | 38 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 39 | 2 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Capital International Investors | 41 | 41 | 0.04% | 0.40% | 0.73% | Q2 2013 | Q2 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.13% | 0.23% | Q1 2013 | Q3 2023 | 41 |
Essex Financial Services, Inc. | 28 | 13 | 0.03% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 41 |
TRUSTCO BANK CORP N Y | 22 | 19 | 0.29% | 0.45% | 0.68% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.01% | 0.11% | 0.27% | Q3 2013 | Q4 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.13% | 0.35% | Q3 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Energy Income Partners, LLC | 39 | 2 | 0.06% | 1.65% | 4.31% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
HANCOCK WHITNEY CORP | 21 | 20 | 0.01% | 0.15% | 0.68% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 30 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.05% | 0.16% | 0.47% | Q2 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 38 | 2 | 0.01% | 0.23% | 0.79% | Q2 2013 | Q3 2023 | 40 |
Kistler-Tiffany Companies, LLC | 33 | 7 | 0.00% | 0.11% | 0.36% | Q2 2013 | Q2 2023 | 40 |
Gradient Investments LLC | 39 | 1 | 0.00% | 0.05% | 0.51% | Q2 2013 | Q3 2023 | 40 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 1 | 0.00% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.10% | 0.15% | 0.21% | Q3 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.01% | 0.22% | 0.82% | Q4 2013 | Q3 2023 | 40 |
Regal Investment Advisors LLC | 27 | 1 | 0.01% | 0.14% | 0.63% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.08% | 0.29% | 0.90% | Q4 2013 | Q3 2023 | 40 |
Court Place Advisors, LLC | 40 | 40 | 0.09% | 0.23% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.06% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.08% | 0.11% | 0.14% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.04% | 0.50% | Q4 2013 | Q4 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 40 |
PROFFITT & GOODSON INC | 21 | 19 | 0.00% | 0.39% | 1.13% | Q2 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.06% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 40 |
WEDBUSH SECURITIES INC | 30 | 10 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 40 |
CREDIT AGRICOLE S A | 18 | 6 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 2 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Busey Bank | 40 | 40 | 0.44% | 0.78% | 1.11% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
CONNING INC. | 40 | 40 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2023 | 40 |
SCOTIA CAPITAL INC. | 23 | 17 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Employees Retirement System of Texas | 40 | 40 | 0.02% | 0.14% | 0.53% | Q2 2013 | Q1 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.02% | 0.17% | 0.47% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.10% | 0.15% | 0.21% | Q4 2013 | Q3 2023 | 40 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.06% | 0.07% | 0.17% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL PLC | 26 | 6 | 0.01% | 0.09% | 0.66% | Q2 2013 | Q3 2023 | 39 |
CWM, LLC | 29 | 2 | 0.00% | 0.08% | 0.60% | Q3 2013 | Q3 2023 | 39 |
BOKF, NA | 25 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.01% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 39 |
PGGM Investments | 37 | 1 | 0.02% | 0.20% | 0.31% | Q1 2013 | Q3 2023 | 39 |
Stonebridge Capital Advisors LLC | 20 | 19 | 0.02% | 0.26% | 0.84% | Q4 2013 | Q3 2023 | 39 |
DAVENPORT & Co LLC | 19 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
CULLEN/FROST BANKERS, INC. | 19 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 38 | 1 | 0.00% | 0.31% | 1.04% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.14% | 0.18% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
VAN ECK ASSOCIATES CORP | 35 | 3 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.06% | 0.08% | 0.14% | Q2 2014 | Q3 2023 | 38 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 3 | 0.05% | 0.26% | 0.43% | Q2 2013 | Q1 2023 | 38 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 38 | 38 | 0.10% | 0.20% | 0.33% | Q2 2014 | Q3 2023 | 38 |
BRYN MAWR TRUST Co | 38 | 38 | 0.01% | 0.03% | 0.13% | Q1 2013 | Q2 2022 | 38 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 38 |
MACKENZIE FINANCIAL CORP | 25 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 38 |
GATEWAY INVESTMENT ADVISERS LLC | 37 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.04% | 0.11% | 0.28% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
PARADIGM ASSET MANAGEMENT CO LLC | 30 | 2 | 0.01% | 0.43% | 1.06% | Q2 2013 | Q3 2023 | 38 |
MIDDLETON & CO INC/MA | 38 | 38 | 0.35% | 0.55% | 1.09% | Q2 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 38 |
Johnson Financial Group, Inc. | 38 | 38 | 0.00% | 0.11% | 0.18% | Q2 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.06% | 0.62% | 1.73% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.04% | 0.05% | 0.13% | Q2 2013 | Q3 2022 | 38 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 14 | 1 | 0.75% | 1.11% | 1.49% | Q3 2006 | Q3 2021 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 38 | 38 | 0.03% | 0.08% | 0.17% | Q2 2014 | Q3 2023 | 38 |
South Dakota Investment Council | 37 | 37 | 0.15% | 0.31% | 0.58% | Q3 2014 | Q3 2023 | 37 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 18 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.12% | 0.16% | 0.21% | Q3 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 37 |
Compagnie Lombard Odier SCmA | 24 | 13 | 0.00% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 37 |
CADENCE BANK NA | 37 | 37 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q2 2022 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2023 | 37 |
JENNISON ASSOCIATES LLC | 27 | 10 | 0.02% | 0.15% | 0.38% | Q2 2014 | Q3 2023 | 37 |
FIL Ltd | 36 | 1 | 0.04% | 0.37% | 1.02% | Q2 2013 | Q3 2023 | 37 |
TWIN CAPITAL MANAGEMENT INC | 30 | 1 | 0.10% | 0.28% | 0.58% | Q2 2013 | Q3 2023 | 37 |
PRIVATE TRUST CO NA | 27 | 1 | 0.04% | 0.08% | 0.11% | Q1 2013 | Q3 2023 | 37 |
SEGALL BRYANT & HAMILL, LLC | 31 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2022 | 37 |
Tortoise Investment Management, LLC | 36 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 37 |
MAIRS & POWER INC | 34 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 37 |
Haverford Trust Co | 26 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.02% | 0.21% | 0.37% | Q2 2013 | Q1 2022 | 36 |
Community Bank, N.A. | 36 | 36 | 0.14% | 0.28% | 0.48% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.04% | 0.31% | Q4 2014 | Q3 2023 | 36 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.00% | 0.14% | 0.74% | Q4 2010 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q1 2022 | 36 |
DUPONT CAPITAL MANAGEMENT CORP | 29 | 7 | 0.01% | 0.19% | 0.42% | Q2 2013 | Q4 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q1 2022 | 36 |
SIGNATUREFD, LLC | 23 | 13 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 36 |
TUDOR INVESTMENT CORP ET AL | 14 | 1 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q1 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.03% | 0.07% | 0.24% | Q4 2014 | Q3 2023 | 36 |
ATWOOD & PALMER INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q1 2022 | 36 |
HAP Trading, LLC | 17 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 36 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 36 | 36 | 0.10% | 0.18% | 0.28% | Q2 2013 | Q1 2022 | 36 |
ALTRINSIC GLOBAL ADVISORS LLC | 35 | 35 | 0.34% | 1.87% | 4.92% | Q2 2013 | Q4 2021 | 35 |
HBK INVESTMENTS L P | 14 | 1 | 0.00% | 0.12% | 0.28% | Q3 2013 | Q3 2019 | 35 |
Checchi Capital Advisers, LLC | 31 | 4 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 35 |
SHELL ASSET MANAGEMENT CO | 33 | 2 | 0.01% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 35 |
ACADIAN ASSET MANAGEMENT LLC | 35 | 35 | 0.00% | 0.06% | 0.38% | Q4 2014 | Q2 2023 | 35 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.16% | 0.85% | Q1 2015 | Q3 2023 | 35 |
Adirondack Research & Management Inc. | 35 | 35 | 0.12% | 0.25% | 0.52% | Q1 2013 | Q3 2021 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.09% | 0.17% | Q3 2013 | Q3 2023 | 35 |
FineMark National Bank & Trust | 19 | 1 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 35 |
HBK Sorce Advisory LLC | 33 | 1 | 0.04% | 0.08% | 0.12% | Q3 2013 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 34 | 1 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q1 2022 | 35 |
Hanson & Doremus Investment Management | 35 | 35 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
MONETARY MANAGEMENT GROUP INC | 32 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
KINGS POINT CAPITAL MANAGEMENT | 25 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 35 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 35 |
INTRUST BANK NA | 30 | 5 | 0.08% | 0.20% | 0.48% | Q1 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q4 2021 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.08% | 0.13% | 0.23% | Q2 2013 | Q4 2021 | 35 |
HEARTLAND ADVISORS INC | 35 | 35 | 0.02% | 0.61% | 1.13% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
MV CAPITAL MANAGEMENT, INC. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
PineBridge Investments, L.P. | 19 | 3 | 0.00% | 0.17% | 0.63% | Q2 2013 | Q2 2023 | 34 |
FINANCIAL CONSULATE, INC | 30 | 4 | 0.10% | 0.17% | 0.26% | Q4 2014 | Q2 2023 | 34 |
MAI Capital Management | 34 | 34 | 0.01% | 0.08% | 0.23% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q3 2021 | 34 |
PRELUDE CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.06% | 0.24% | Q1 2013 | Q3 2022 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.06% | 0.17% | 0.24% | Q2 2013 | Q3 2021 | 34 |
LINCOLN NATIONAL CORP | 32 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 34 |
Hexavest Inc. | 34 | 34 | 0.28% | 0.66% | 1.30% | Q2 2013 | Q3 2021 | 34 |
PEAK6 Investments LLC | 8 | 3 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20 | 14 | 0.05% | 0.17% | 0.36% | Q1 2015 | Q3 2023 | 34 |
Smithfield Trust Co | 31 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2023 | 33 |
WEST CHESTER CAPITAL ADVISORS, INC | 13 | 8 | 0.26% | 0.80% | 1.95% | Q1 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.02% | 0.09% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.06% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 33 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 3 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q3 2023 | 33 |
ONTARIO TEACHERS PENSION PLAN BOARD | 30 | 3 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2022 | 33 |
Avior Wealth Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 33 |
Covington Investment Advisors Inc. | 33 | 33 | 0.28% | 0.47% | 1.68% | Q3 2015 | Q3 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.04% | 0.13% | 0.18% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.26% | 0.81% | 1.44% | Q2 2013 | Q2 2021 | 33 |
Freedom Investment Management, Inc. | 32 | 1 | 0.03% | 0.07% | 0.17% | Q1 2013 | Q2 2022 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Cornerstone Investment Partners, LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Electron Capital Partners, LLC | 25 | 8 | 0.15% | 7.92% | 16.08% | Q4 2013 | Q3 2022 | 33 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.05% | 0.14% | 0.27% | Q4 2015 | Q3 2023 | 32 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 32 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.09% | 0.39% | Q3 2014 | Q3 2022 | 32 |
Verition Fund Management LLC | 12 | 1 | 0.01% | 0.32% | 0.88% | Q4 2013 | Q2 2023 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 6 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q1 2021 | 32 |
Krilogy Financial LLC | 32 | 32 | 0.01% | 0.10% | 0.24% | Q3 2015 | Q2 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 32 |
FOSTER & MOTLEY INC | 32 | 32 | 0.16% | 0.32% | 0.52% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 28 | 4 | 0.01% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 32 |
Dorsey & Whitney Trust CO LLC | 31 | 1 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 32 |
Vident Investment Advisory, LLC | 28 | 4 | 0.02% | 0.14% | 0.55% | Q4 2014 | Q2 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.29% | 0.46% | 0.72% | Q4 2015 | Q3 2023 | 32 |
FULTON BANK, N.A. | 27 | 5 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 32 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q1 2021 | 32 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 3 | 0.07% | 1.06% | 2.65% | Q2 2013 | Q3 2023 | 32 |
MARTINGALE ASSET MANAGEMENT L P | 32 | 32 | 0.01% | 0.37% | 0.68% | Q3 2015 | Q2 2023 | 32 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 32 |
WASATCH ADVISORS LP | 32 | 32 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 32 |
USCA RIA LLC | 30 | 2 | 0.02% | 0.40% | 0.71% | Q2 2013 | Q2 2021 | 32 |
First PREMIER Bank | 32 | 32 | 0.01% | 0.04% | 0.15% | Q4 2015 | Q3 2023 | 32 |
CHARTWELL INVESTMENT PARTNERS, LLC | 31 | 31 | 0.12% | 0.33% | 0.63% | Q1 2016 | Q3 2023 | 31 |
Grantham, Mayo, Van Otterloo & Co. LLC | 26 | 5 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
FIRST NATIONAL TRUST CO | 17 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2021 | 31 |
Simmons Bank | 31 | 31 | 0.07% | 0.13% | 0.32% | Q1 2016 | Q3 2023 | 31 |
ADVISOR PARTNERS LLC | 26 | 2 | 0.08% | 0.11% | 0.16% | Q2 2014 | Q2 2022 | 31 |
Cetera Investment Advisers | 27 | 3 | 0.00% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.15% | 0.34% | Q2 2013 | Q4 2020 | 31 |
Westover Capital Advisors, LLC | 31 | 31 | 0.13% | 1.00% | 2.93% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 31 | 31 | 0.00% | 0.26% | 1.08% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q4 2020 | 31 |
Regal Wealth Group, Inc. | 31 | 31 | 0.17% | 0.21% | 0.30% | Q4 2015 | Q2 2023 | 31 |
Brookstone Capital Management | 25 | 6 | 0.01% | 0.04% | 0.16% | Q2 2014 | Q3 2023 | 31 |
Van Cleef Asset Management,Inc | 23 | 8 | 0.05% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
ARGI Investment Services, LLC | 29 | 2 | 0.01% | 0.08% | 0.19% | Q4 2014 | Q4 2022 | 31 |
BOOTHBAY FUND MANAGEMENT, LLC | 16 | 1 | 0.01% | 0.11% | 0.34% | Q4 2014 | Q3 2023 | 31 |
Ledyard National Bank | 27 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 31 |
Indiana Trust & Investment Management CO | 25 | 1 | 0.01% | 0.18% | 0.40% | Q3 2013 | Q3 2023 | 31 |
Capital Analysts, LLC | 26 | 1 | 0.00% | 0.07% | 0.18% | Q4 2012 | Q3 2023 | 30 |
USS Investment Management Ltd | 30 | 30 | 0.06% | 0.14% | 0.50% | Q2 2016 | Q3 2023 | 30 |
Edge Wealth Management LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
CIBC WORLD MARKETS CORP | 29 | 1 | 0.01% | 0.13% | 0.67% | Q2 2015 | Q3 2023 | 30 |
Baillie Gifford | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
BP PLC | 30 | 30 | 0.04% | 0.18% | 0.47% | Q1 2014 | Q2 2021 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Financial Architects, Inc | 29 | 1 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q4 2021 | 30 |
Cordasco Financial Network | 17 | 13 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2022 | 30 |
BARINGS LLC | 30 | 30 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2020 | 30 |
Capital Advisors, Ltd. LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
VESTOR CAPITAL, LLC | 17 | 13 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 30 |
Brandywine Global Investment Management, LLC | 19 | 3 | 0.00% | 0.21% | 0.46% | Q1 2014 | Q3 2023 | 29 |
LOOMIS SAYLES & CO L P | 21 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 29 |
Nexus Investment Management ULC | 14 | 7 | 0.03% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 29 |
STONERIDGE INVESTMENT PARTNERS LLC | 29 | 29 | 0.16% | 1.28% | 1.67% | Q2 2013 | Q2 2020 | 29 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 12 | 2 | 0.03% | 0.18% | 0.40% | Q3 2014 | Q3 2023 | 29 |
AJO, LP | 29 | 29 | 0.01% | 0.48% | 1.43% | Q4 2013 | Q4 2020 | 29 |
West Family Investments, Inc. | 29 | 29 | 0.08% | 0.37% | 0.57% | Q2 2013 | Q2 2020 | 29 |
JOHN G ULLMAN & ASSOCIATES INC | 23 | 6 | 0.04% | 0.81% | 1.48% | Q2 2013 | Q1 2022 | 29 |
Foundry Partners, LLC | 22 | 7 | 0.55% | 0.98% | 1.69% | Q1 2015 | Q1 2023 | 29 |
Grove Bank & Trust | 28 | 1 | 0.00% | 0.11% | 0.20% | Q2 2016 | Q3 2023 | 29 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 21 | 8 | 0.01% | 0.03% | 0.14% | Q3 2013 | Q4 2020 | 29 |
UMB Bank, n.a. | 11 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
Capital World Investors | 29 | 29 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q2 2020 | 29 |
AFFINITY INVESTMENT ADVISORS, LLC | 29 | 29 | 0.50% | 1.16% | 2.06% | Q3 2016 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.45% | 0.83% | 1.18% | Q4 2013 | Q4 2020 | 29 |
ClariVest Asset Management LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 29 |
ARROW FINANCIAL CORP | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
FIRST INTERSTATE BANK | 23 | 1 | 0.04% | 0.81% | 1.28% | Q2 2013 | Q1 2022 | 29 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.05% | 0.12% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.16% | 0.25% | 0.32% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.11% | 0.15% | 0.20% | Q4 2016 | Q3 2023 | 28 |
OPUS INVESTMENT MANAGEMENT INC | 23 | 5 | 0.40% | 0.69% | 1.30% | Q2 2013 | Q3 2023 | 28 |
CHICAGO TRUST Co NA | 18 | 1 | 0.06% | 0.14% | 0.26% | Q1 2015 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Intersect Capital LLC | 28 | 28 | 0.06% | 0.31% | 0.49% | Q4 2014 | Q3 2021 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.09% | 0.11% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.08% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Radnor Capital Management, LLC | 28 | 28 | 0.28% | 0.73% | 1.58% | Q4 2016 | Q3 2023 | 28 |
Barrett Asset Management, LLC | 21 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 28 |
ClearBridge Investments Ltd | 28 | 28 | 0.00% | 2.33% | 10.98% | Q4 2016 | Q3 2023 | 28 |
Centre Asset Management, LLC | 22 | 6 | 0.05% | 0.50% | 2.26% | Q4 2015 | Q4 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q1 2020 | 28 |
HighPoint Advisor Group LLC | 26 | 1 | 0.32% | 0.57% | 0.84% | Q4 2014 | Q2 2022 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
TRUST CO OF TOLEDO NA /OH/ | 26 | 2 | 0.06% | 0.29% | 0.43% | Q4 2016 | Q4 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.00% | 0.09% | 0.43% | Q3 2013 | Q3 2023 | 28 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 1 | 0.00% | 0.10% | 0.51% | Q2 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.10% | 0.22% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Texas Yale Capital Corp. | 28 | 28 | 0.02% | 0.05% | 0.22% | Q2 2013 | Q1 2020 | 28 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.07% | 0.19% | Q4 2013 | Q4 2022 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.20% | Q2 2014 | Q4 2021 | 27 |
Schonfeld Strategic Advisors LLC | 15 | 5 | 0.00% | 0.14% | 0.37% | Q4 2016 | Q3 2023 | 27 |
Balentine LLC | 14 | 5 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.09% | 0.17% | 0.27% | Q2 2013 | Q4 2019 | 27 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 19 | 1 | 0.00% | 0.27% | 1.07% | Q4 2014 | Q3 2023 | 27 |
MEEDER ASSET MANAGEMENT INC | 24 | 3 | 0.00% | 0.26% | 0.71% | Q4 2015 | Q3 2022 | 27 |
CIBC Private Wealth Group, LLC | 25 | 2 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.01% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.08% | 0.17% | Q3 2013 | Q2 2020 | 27 |
LUMINUS MANAGEMENT LLC | 10 | 1 | 0.24% | 2.31% | 8.10% | Q3 2013 | Q2 2021 | 27 |
TCW GROUP INC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q4 2022 | 27 |
NATIXIS | 12 | 1 | 0.01% | 0.10% | 0.34% | Q2 2013 | Q3 2022 | 27 |
GAM Holding AG | 27 | 27 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisory, LLC | 24 | 1 | 0.06% | 0.11% | 0.18% | Q1 2016 | Q3 2023 | 27 |
1832 Asset Management L.P. | 23 | 1 | 0.00% | 0.06% | 0.32% | Q2 2014 | Q3 2023 | 27 |
Lesa Sroufe & Co | 27 | 27 | 2.70% | 3.59% | 4.57% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q2 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q2 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q4 2019 | 27 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.31% | 0.43% | 0.59% | Q2 2016 | Q4 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Tredje AP-fonden | 16 | 2 | 0.00% | 0.06% | 0.23% | Q2 2015 | Q3 2023 | 27 |
Brown Advisory Securities, LLC | 26 | 1 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q4 2021 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
CADENCE CAPITAL MANAGEMENT LLC | 23 | 4 | 0.01% | 0.08% | 0.17% | Q3 2013 | Q3 2020 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.11% | 0.17% | 0.30% | Q2 2013 | Q4 2019 | 27 |
Chesley Taft & Associates LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2022 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.04% | 0.11% | 0.25% | Q1 2017 | Q3 2023 | 27 |
BURKE & HERBERT BANK & TRUST CO | 26 | 1 | 0.15% | 0.20% | 0.27% | Q1 2016 | Q4 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
SCHALLER INVESTMENT GROUP INC | 27 | 27 | 0.17% | 0.27% | 0.53% | Q2 2013 | Q4 2019 | 27 |
GREENLEAF TRUST | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Baltimore-Washington Financial Advisors, Inc. | 20 | 6 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 26 |
WADDELL & REED FINANCIAL INC | 26 | 26 | 0.00% | 0.10% | 0.20% | Q4 2014 | Q1 2021 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.32% | 0.73% | Q2 2013 | Q3 2019 | 26 |
Chicago Partners Investment Group LLC | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.26% | 0.60% | 1.02% | Q4 2016 | Q1 2023 | 26 |
Weiss Multi-Strategy Advisers LLC | 10 | 1 | 0.04% | 0.37% | 0.84% | Q4 2013 | Q4 2021 | 26 |
INGALLS & SNYDER LLC | 26 | 26 | 0.03% | 0.17% | 0.36% | Q2 2017 | Q3 2023 | 26 |
SKBA CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 1.13% | 2.34% | Q1 2014 | Q2 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.19% | 0.27% | 0.39% | Q3 2016 | Q3 2023 | 26 |
Baystate Wealth Management LLC | 24 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
GIRARD PARTNERS LTD. | 25 | 1 | 0.02% | 0.14% | 0.29% | Q4 2013 | Q4 2022 | 26 |
VIKING FUND MANAGEMENT LLC | 26 | 26 | 0.09% | 0.53% | 2.54% | Q2 2017 | Q3 2023 | 26 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 16 | 10 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q4 2019 | 26 |
CHOREO, LLC | 18 | 4 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 26 |
NewSquare Capital LLC | 23 | 1 | 0.00% | 0.20% | 0.40% | Q2 2013 | Q4 2022 | 26 |
Independent Advisor Alliance | 26 | 26 | 0.00% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 26 |
DT Investment Partners, LLC | 23 | 3 | 0.00% | 0.28% | 0.70% | Q2 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
NewEdge Advisors, LLC | 17 | 8 | 0.01% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 25 |
SMITH, MOORE & CO. | 25 | 25 | 0.03% | 0.08% | 0.14% | Q2 2017 | Q2 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.06% | 0.59% | 2.19% | Q2 2013 | Q2 2019 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q4 2020 | 25 |
REAVES W H & CO INC | 11 | 2 | 0.01% | 1.19% | 3.96% | Q2 2014 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.09% | 0.25% | Q3 2017 | Q3 2023 | 25 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 25 | 25 | 0.00% | 1.14% | 2.46% | Q3 2017 | Q3 2023 | 25 |
Trust Co | 25 | 25 | 0.01% | 0.26% | 1.08% | Q1 2015 | Q1 2021 | 25 |
COHEN & STEERS, INC. | 15 | 10 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 25 |
BURNEY CO/ | 25 | 25 | 0.02% | 0.39% | 0.61% | Q3 2017 | Q3 2023 | 25 |
Stevens First Principles Investment Advisors | 25 | 25 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2019 | 25 |
Mariner, LLC | 23 | 1 | 0.01% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q3 2022 | 25 |
Simplicity Solutions, LLC | 11 | 5 | 0.01% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 25 |
Perpetual Ltd | 20 | 2 | 0.02% | 0.30% | 1.90% | Q3 2014 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.11% | 0.32% | Q1 2016 | Q1 2022 | 25 |
Assenagon Asset Management S.A. | 14 | 1 | 0.00% | 0.10% | 0.36% | Q1 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q1 2021 | 25 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.10% | 0.24% | Q4 2012 | Q1 2021 | 25 |
ORRSTOWN FINANCIAL SERVICES INC | 23 | 2 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2019 | 25 |
Transform Wealth, LLC | 25 | 25 | 0.21% | 0.55% | 1.14% | Q3 2017 | Q3 2023 | 25 |
Nepsis Inc. | 25 | 25 | 0.23% | 1.56% | 3.47% | Q1 2014 | Q1 2020 | 25 |
United Asset Strategies, Inc. | 18 | 6 | 0.03% | 0.07% | 0.16% | Q1 2016 | Q2 2022 | 24 |
VEGA ENERGY GP, LLC | 16 | 16 | 5.94% | 17.24% | 33.06% | Q4 2013 | Q3 2017 | 24 |
Norway Savings Bank | 14 | 10 | 0.03% | 0.08% | 0.19% | Q4 2016 | Q4 2022 | 24 |
Mn Services Vermogensbeheer B.V. | 20 | 4 | 0.15% | 0.22% | 0.38% | Q1 2016 | Q1 2022 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.05% | 0.08% | 0.09% | Q4 2017 | Q3 2023 | 24 |
LSP Investment Advisors, LLC | 24 | 24 | 0.19% | 4.94% | 14.29% | Q4 2017 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.01% | 0.09% | 0.64% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.14% | 0.27% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
ROPES WEALTH ADVISORS LLC | 24 | 24 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q4 2020 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q1 2019 | 24 |
Sowell Financial Services LLC | 17 | 1 | 0.03% | 0.09% | 0.22% | Q4 2016 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
SNOW CAPITAL MANAGEMENT LP | 20 | 4 | 0.08% | 0.22% | 0.57% | Q4 2013 | Q4 2020 | 24 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 4 | 0.03% | 0.20% | 0.45% | Q1 2014 | Q1 2020 | 24 |
AMICA MUTUAL INSURANCE CO | 13 | 2 | 0.02% | 0.21% | 0.29% | Q2 2013 | Q4 2019 | 24 |
CIBC BANK USA | 15 | 2 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.18% | 0.29% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Tradewinds Capital Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 24 |
Coastline Trust Co | 24 | 24 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 14 | 10 | 0.00% | 0.10% | 0.34% | Q1 2013 | Q1 2019 | 24 |
Nicholas Hoffman & Company, LLC. | 24 | 24 | 0.01% | 0.37% | 0.74% | Q2 2016 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 0.22% | 1.01% | 3.93% | Q4 2012 | Q3 2018 | 24 |
BANK OF THE WEST | 11 | 4 | 0.03% | 0.11% | 0.45% | Q2 2013 | Q3 2020 | 24 |
INTEGRAL DERIVATIVES, LLC | 9 | 6 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2017 | 24 |
Convergence Investment Partners, LLC | 14 | 2 | 0.15% | 0.51% | 0.81% | Q3 2013 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.06% | 0.16% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Zimmer Partners, LP | 8 | 1 | 0.16% | 1.99% | 8.74% | Q4 2013 | Q4 2022 | 24 |
AT Bancorp | 24 | 24 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.18% | 0.26% | 0.40% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q1 2019 | 24 |
TOBAM | 13 | 1 | 0.00% | 1.40% | 4.32% | Q2 2013 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q3 2023 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.01% | 0.21% | 0.92% | Q2 2014 | Q2 2023 | 23 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.01% | 0.10% | 0.34% | Q2 2014 | Q1 2023 | 23 |
Horizon Investments, LLC | 12 | 11 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Knights of Columbus Asset Advisors LLC | 16 | 7 | 0.35% | 0.68% | 1.58% | Q1 2017 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.16% | 0.63% | Q4 2016 | Q3 2023 | 23 |
Bell Bank | 23 | 23 | 0.59% | 1.07% | 2.04% | Q2 2013 | Q4 2018 | 23 |
CARLSON CAPITAL L P | 10 | 1 | 0.13% | 0.75% | 2.89% | Q1 2014 | Q1 2022 | 23 |
Pendal Group Ltd | 23 | 23 | 0.02% | 0.96% | 2.49% | Q2 2017 | Q4 2022 | 23 |
STABLEFORD CAPITAL II LLC | 11 | 2 | 0.24% | 0.41% | 1.04% | Q3 2017 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 15 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 23 |
TD Capital Management LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 11 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
FORSTA AP-FONDEN | 23 | 23 | 0.07% | 0.34% | 0.80% | Q1 2018 | Q3 2023 | 23 |
TIEMANN INVESTMENT ADVISORS, LLC | 23 | 23 | 0.15% | 0.23% | 0.41% | Q1 2018 | Q3 2023 | 23 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.11% | 0.28% | Q2 2016 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.36% | 1.20% | Q1 2018 | Q3 2023 | 23 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q1 2023 | 23 |
USA FINANCIAL FORMULAS | 16 | 1 | 0.00% | 0.76% | 4.56% | Q2 2016 | Q3 2023 | 23 |
Matarin Capital Management, LLC | 23 | 23 | 0.25% | 0.41% | 0.68% | Q1 2014 | Q3 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.09% | 0.14% | 0.21% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Providence Wealth Advisors, LLC | 23 | 23 | 0.89% | 1.42% | 2.06% | Q1 2018 | Q3 2023 | 23 |
INTACT INVESTMENT MANAGEMENT INC. | 23 | 23 | 0.15% | 0.21% | 0.28% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.04% | 0.12% | 0.28% | Q1 2018 | Q3 2023 | 23 |
First Heartland Consultants, Inc. | 9 | 6 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 23 |
Engineers Gate Manager LP | 6 | 1 | 0.02% | 0.16% | 0.58% | Q3 2015 | Q3 2023 | 23 |
Cowen Prime Services LLC | 23 | 23 | 0.22% | 0.73% | 1.58% | Q4 2015 | Q2 2021 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 23 |
RWA WEALTH PARTNERS, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q2 2022 | 23 |
SIGNET FINANCIAL MANAGEMENT, LLC | 22 | 1 | 0.01% | 0.28% | 0.40% | Q4 2015 | Q4 2021 | 23 |
AE Wealth Management LLC | 22 | 22 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 23 |
Achmea Investment Management B.V. | 14 | 9 | 0.01% | 0.32% | 0.62% | Q1 2017 | Q3 2023 | 23 |
GOFEN & GLOSSBERG LLC /IL/ | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 22 |
Sompo Asset Management Co., Ltd. | 17 | 5 | 0.06% | 0.74% | 1.82% | Q4 2016 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.08% | 0.31% | Q2 2013 | Q3 2018 | 22 |
STEVENS CAPITAL MANAGEMENT LP | 13 | 1 | 0.06% | 0.46% | 1.08% | Q2 2013 | Q3 2022 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 22 |
LMR Partners LLP | 7 | 1 | 0.01% | 0.12% | 0.44% | Q3 2014 | Q3 2023 | 22 |
Rafferty Asset Management, LLC | 19 | 1 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 22 |
Sequoia Financial Advisors, LLC | 10 | 4 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 22 |
EQUITY INVESTMENT CORP | 22 | 22 | 0.01% | 3.11% | 4.35% | Q4 2016 | Q1 2022 | 22 |
Amica Retiree Medical Trust | 11 | 2 | 0.15% | 0.20% | 0.24% | Q4 2013 | Q4 2019 | 22 |
FDx Advisors, Inc. | 22 | 22 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q3 2019 | 22 |
Silvant Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CWA Asset Management Group, LLC | 22 | 22 | 0.06% | 0.41% | 0.86% | Q2 2018 | Q3 2023 | 22 |
Community Bank & Trust, Waco, Texas | 22 | 22 | 0.14% | 0.23% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Jump Trading, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 22 |
Kovack Advisors, Inc. | 9 | 1 | 0.00% | 0.55% | 4.68% | Q3 2012 | Q3 2023 | 22 |
NICOLET BANKSHARES INC | 9 | 6 | 0.05% | 0.11% | 0.23% | Q2 2016 | Q1 2022 | 22 |
ALLSTATE CORP | 19 | 1 | 0.01% | 0.14% | 0.71% | Q3 2013 | Q2 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Rehmann Capital Advisory Group | 19 | 1 | 0.02% | 0.08% | 0.13% | Q1 2015 | Q1 2023 | 22 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.33% | 1.04% | Q4 2013 | Q4 2022 | 22 |
CI INVESTMENTS INC. | 20 | 2 | 0.00% | 0.13% | 0.58% | Q1 2015 | Q3 2023 | 22 |
Dana Investment Advisors, Inc. | 21 | 21 | 0.08% | 0.73% | 1.32% | Q3 2014 | Q3 2019 | 21 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 1 | 0.00% | 0.14% | 0.82% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
D L CARLSON INVESTMENT GROUP INC | 21 | 21 | 0.30% | 0.76% | 1.32% | Q4 2014 | Q4 2019 | 21 |
HOWE & RUSLING INC | 10 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 21 |
CALTON & ASSOCIATES, INC. | 19 | 2 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q2 2023 | 21 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.08% | 0.31% | Q1 2019 | Q3 2023 | 21 |
1ST SOURCE BANK | 10 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 21 |
SUMMITRY LLC | 17 | 2 | 0.03% | 0.20% | 0.29% | Q2 2013 | Q2 2021 | 21 |
Verdence Capital Advisors LLC | 12 | 1 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 21 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2021 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 21 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 6 | 0.25% | 0.54% | 1.19% | Q2 2013 | Q3 2023 | 21 |
Pensionfund Sabic | 20 | 1 | 0.41% | 0.52% | 0.63% | Q3 2018 | Q4 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.10% | 0.17% | 0.29% | Q2 2013 | Q2 2018 | 21 |
SENTINEL TRUST CO LBA | 21 | 21 | 0.10% | 1.11% | 2.32% | Q2 2013 | Q2 2018 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q4 2022 | 21 |
NuWave Investment Management, LLC | 9 | 1 | 0.01% | 0.25% | 1.46% | Q2 2013 | Q3 2022 | 21 |
Ecofin Advisors Ltd | 13 | 4 | 0.39% | 5.84% | 11.94% | Q2 2014 | Q4 2020 | 21 |
Boston Partners | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 21 |
Winslow, Evans & Crocker, Inc. | 14 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 21 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.09% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.11% | 0.46% | Q3 2013 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.17% | 0.21% | 0.28% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.23% | 2.38% | Q4 2018 | Q3 2023 | 20 |
GREAT LAKES ADVISORS, LLC | 10 | 2 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q2 2023 | 20 |
AGF Investments LLC | 18 | 2 | 0.02% | 0.55% | 1.87% | Q4 2016 | Q2 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Jupiter Investment Management Ltd | 14 | 1 | 0.00% | 0.39% | 1.16% | Q2 2013 | Q4 2019 | 20 |
ANCHOR CAPITAL ADVISORS LLC | 20 | 20 | 0.05% | 0.23% | 1.46% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.08% | 0.15% | 0.24% | Q1 2013 | Q4 2017 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.14% | 0.17% | 0.18% | Q2 2013 | Q1 2018 | 20 |
SHUFRO ROSE & CO LLC | 19 | 1 | 0.02% | 0.22% | 2.03% | Q3 2012 | Q4 2017 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 1 | 0.01% | 0.21% | 1.00% | Q4 2013 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2020 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.87% | Q4 2013 | Q3 2018 | 20 |
Moors & Cabot, Inc. | 11 | 1 | 0.02% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
AGF INVESTMENTS INC. | 9 | 1 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q3 2020 | 20 |
Skandinaviska Enskilda Banken AB (publ) | 19 | 1 | 0.00% | 0.20% | 0.68% | Q4 2015 | Q2 2022 | 20 |
Segment Wealth Management, LLC | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.07% | 0.12% | Q4 2014 | Q3 2019 | 20 |
BAR HARBOR WEALTH MANAGEMENT | 20 | 20 | 0.02% | 0.08% | 0.12% | Q1 2013 | Q4 2017 | 20 |
MOODY NATIONAL BANK TRUST DIVISION | 20 | 20 | 0.00% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.14% | 0.33% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q4 2014 | 20 |
EAGLE ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2020 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
AMICA PENSION FUND BOARD OF TRUSTEES | 13 | 2 | 0.15% | 0.20% | 0.24% | Q2 2013 | Q4 2018 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 20 |
Abundance Wealth Counselors | 20 | 20 | 0.11% | 0.44% | 1.56% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 1 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.06% | 0.20% | 0.32% | Q4 2017 | Q3 2022 | 20 |
SPHINX TRADING, LP | 9 | 9 | 0.02% | 3.28% | 14.31% | Q4 2014 | Q4 2016 | 20 |
Thomasville National Bank | 14 | 3 | 0.03% | 0.72% | 3.32% | Q2 2013 | Q3 2023 | 20 |
Penserra Capital Management LLC | 9 | 3 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 20 |
MARIETTA INVESTMENT PARTNERS LLC | 20 | 20 | 0.09% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
RNC CAPITAL MANAGEMENT LLC | 15 | 1 | 0.02% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 19 |
ALPHA WINDWARD LLC | 18 | 1 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.17% | 0.24% | 0.41% | Q1 2019 | Q3 2023 | 19 |
Financial Advantage, Inc. | 16 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 19 |
Coastal Bridge Advisors, LLC | 19 | 19 | 0.08% | 0.11% | 0.18% | Q1 2016 | Q3 2020 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.03% | 0.34% | Q3 2018 | Q3 2023 | 19 |
SVB WEALTH LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 19 |
NORTHPOINTE CAPITAL LLC | 11 | 2 | 0.06% | 0.54% | 1.60% | Q2 2013 | Q2 2019 | 19 |
Lantz Financial LLC | 19 | 19 | 0.18% | 0.25% | 0.35% | Q1 2019 | Q3 2023 | 19 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.06% | 0.28% | Q4 2013 | Q3 2023 | 19 |
MILLER HOWARD INVESTMENTS INC /NY | 15 | 4 | 0.01% | 0.77% | 2.47% | Q2 2013 | Q3 2023 | 19 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 19 | 19 | 0.00% | 0.20% | 0.75% | Q1 2019 | Q3 2023 | 19 |
GRIMES & COMPANY, INC. | 9 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 19 |
Atria Investments, Inc | 11 | 1 | 0.01% | 0.03% | 0.17% | Q1 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 1.87% | 2.29% | 3.17% | Q4 2015 | Q2 2020 | 19 |
Manchester Capital Management LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Supplemental Annuity Collective Trust of NJ | 18 | 1 | 0.17% | 0.21% | 0.26% | Q1 2014 | Q3 2023 | 19 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.35% | 1.15% | Q2 2013 | Q4 2017 | 19 |
Arden Trust Co | 19 | 19 | 0.06% | 0.14% | 0.27% | Q2 2019 | Q4 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 12 | 3 | 0.02% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
Quantitative Investment Management, LLC | 5 | 1 | 0.07% | 0.24% | 0.57% | Q2 2014 | Q1 2023 | 19 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.31% | 1.25% | Q3 2013 | Q3 2022 | 19 |
PITTENGER & ANDERSON INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Sheaff Brock Investment Advisors, LLC | 17 | 1 | 0.02% | 0.20% | 0.78% | Q4 2015 | Q4 2021 | 19 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2017 | 19 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 19 | 19 | 0.07% | 0.13% | 0.26% | Q4 2018 | Q2 2023 | 19 |
ZWJ INVESTMENT COUNSEL INC | 18 | 18 | 0.34% | 1.55% | 2.06% | Q4 2015 | Q1 2020 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 18 |
C M BIDWELL & ASSOCIATES LTD | 7 | 1 | 0.00% | 0.26% | 0.84% | Q2 2013 | Q3 2022 | 18 |
CHEMICAL BANK | 13 | 5 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q2 2019 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q2 2017 | 18 |
EXANE DERIVATIVES | 10 | 8 | 0.00% | 0.03% | 0.15% | Q1 2017 | Q2 2022 | 18 |
Holloway Wealth Management, LLC | 18 | 18 | 0.05% | 0.07% | 0.13% | Q4 2017 | Q1 2022 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 18 |
GUARDIAN CAPITAL LP | 9 | 9 | 0.00% | 0.15% | 0.39% | Q2 2015 | Q1 2020 | 18 |
Realta Investment Advisors | 12 | 4 | 0.03% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 18 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 18 | 18 | 0.16% | 0.43% | 0.61% | Q2 2015 | Q3 2019 | 18 |
Covington Capital Management | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.15% | 0.21% | 0.39% | Q4 2015 | Q1 2020 | 18 |
Beck Bode, LLC | 8 | 2 | 0.05% | 0.55% | 4.12% | Q4 2018 | Q3 2023 | 18 |
Catamount Wealth Management | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 18 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 18 |
Sterling Capital Management LLC | 13 | 2 | 0.00% | 0.07% | 0.11% | Q2 2014 | Q2 2019 | 18 |
Symmetry Partners, LLC | 14 | 4 | 0.02% | 0.06% | 0.22% | Q4 2018 | Q4 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q3 2017 | 18 |
Anchor Investment Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.22% | Q1 2016 | Q4 2023 | 18 |
Qube Research & Technologies Ltd | 14 | 1 | 0.01% | 0.12% | 0.31% | Q1 2018 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.49% | 4.32% | Q4 2013 | Q3 2023 | 18 |
Kepos Capital LP | 10 | 1 | 0.01% | 0.09% | 0.35% | Q3 2017 | Q3 2023 | 18 |
DREMAN VALUE MANAGEMENT, L L C | 18 | 18 | 0.01% | 0.48% | 1.35% | Q4 2013 | Q1 2018 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 12 | 1 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q3 2022 | 18 |
Carnegie Capital Asset Management, LLC | 10 | 1 | 0.01% | 0.06% | 0.33% | Q2 2013 | Q1 2021 | 18 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Costello Asset Management, INC | 14 | 4 | 0.24% | 0.43% | 0.62% | Q4 2018 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 14 | 4 | 0.00% | 0.52% | 2.74% | Q4 2016 | Q3 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
M&R CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2020 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q1 2021 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2017 | 18 |
Clarius Group, LLC | 12 | 5 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q2 2018 | 17 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 17 |
RELIANCE TRUST CO OF DELAWARE | 17 | 17 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q1 2019 | 17 |
Godshalk Welsh Capital Management, Inc. | 17 | 17 | 0.24% | 0.28% | 0.32% | Q4 2014 | Q4 2018 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 10 | 1 | 0.03% | 0.53% | 1.45% | Q1 2018 | Q4 2022 | 17 |
CIM INVESTMENT MANAGEMENT INC | 11 | 1 | 0.14% | 0.34% | 0.79% | Q4 2014 | Q1 2021 | 17 |
Crow Point Partners, LLC | 13 | 1 | 0.07% | 1.12% | 2.44% | Q3 2014 | Q3 2019 | 17 |
CENTAURUS FINANCIAL, INC. | 12 | 5 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 17 |
CLINTON GROUP INC | 11 | 1 | 0.03% | 0.22% | 0.82% | Q3 2013 | Q3 2018 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.10% | 0.16% | Q4 2016 | Q4 2022 | 17 |
Zurich Insurance Group Ltd/FI | 15 | 2 | 0.04% | 0.19% | 0.31% | Q1 2016 | Q3 2020 | 17 |
Cable Hill Partners, LLC | 17 | 17 | 0.00% | 0.06% | 0.09% | Q1 2015 | Q1 2019 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.05% | 0.09% | 0.18% | Q1 2018 | Q1 2022 | 17 |
Harbour Capital Advisors, LLC | 11 | 6 | 0.08% | 0.19% | 0.49% | Q2 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Financial Management Professionals, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 17 |
Advanced Asset Management Advisors Inc | 17 | 17 | 0.29% | 0.36% | 0.52% | Q3 2019 | Q3 2023 | 17 |
MANNING & NAPIER ADVISORS LLC | 15 | 2 | 0.00% | 0.09% | 0.76% | Q2 2013 | Q3 2017 | 17 |
Meridian Financial Partners LLC | 17 | 17 | 0.23% | 0.43% | 0.57% | Q1 2019 | Q1 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2016 | 17 |
Connecticut Wealth Management, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
PIERSHALE FINANCIAL GROUP, INC. | 14 | 3 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q2 2023 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.20% | 0.44% | Q4 2018 | Q4 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.11% | 0.42% | Q2 2017 | Q2 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
BRANDES INVESTMENT PARTNERS, LP | 17 | 17 | 0.11% | 1.26% | 2.15% | Q3 2013 | Q3 2017 | 17 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 17 |
Princeton Global Asset Management LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 10 | 7 | 0.05% | 0.09% | 0.22% | Q3 2017 | Q2 2022 | 17 |
SOUND SHORE MANAGEMENT INC /CT/ | 17 | 17 | 1.20% | 2.32% | 2.80% | Q2 2015 | Q2 2019 | 17 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.10% | 0.58% | Q2 2013 | Q3 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q2 2017 | 17 |
V Wealth Advisors LLC | 11 | 1 | 0.04% | 0.07% | 0.11% | Q2 2017 | Q2 2023 | 16 |
CARRET ASSET MANAGEMENT, LLC | 11 | 1 | 0.03% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.06% | 0.14% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 8 | 3 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2023 | 16 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 15 | 1 | 0.00% | 0.51% | 6.14% | Q1 2015 | Q2 2020 | 16 |
STEPH & CO | 16 | 16 | 0.18% | 0.32% | 0.46% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.11% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
FRONTIER INVESTMENT MGMT CO | 13 | 3 | 0.02% | 0.40% | 1.14% | Q2 2013 | Q2 2020 | 16 |
PHILADELPHIA TRUST CO | 12 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.14% | 0.32% | Q2 2013 | Q4 2016 | 16 |
Lee Financial Co | 14 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.10% | 0.30% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.14% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Asset Planning Services, Ltd. | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2019 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.03% | 0.23% | 0.59% | Q2 2013 | Q1 2017 | 16 |
GLG LLC | 16 | 16 | 0.09% | 0.28% | 1.12% | Q1 2014 | Q4 2017 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 16 |
Pensionfund DSM Netherlands | 12 | 1 | 0.15% | 0.39% | 0.55% | Q2 2013 | Q4 2021 | 16 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.13% | 0.39% | Q2 2013 | Q4 2016 | 16 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.09% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Teilinger Capital Ltd. | 3 | 1 | 0.52% | 16.87% | 88.85% | Q2 2014 | Q3 2023 | 16 |
Strategic Advisors LLC | 14 | 2 | 0.08% | 0.16% | 0.34% | Q2 2019 | Q3 2023 | 16 |
Stanley-Laman Group, Ltd. | 11 | 5 | 0.07% | 0.45% | 0.73% | Q1 2014 | Q4 2019 | 16 |
TIEDEMANN ADVISORS, LLC | 16 | 16 | 0.10% | 0.46% | 0.94% | Q4 2016 | Q3 2020 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2017 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Evercore Wealth Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 16 |
AMERICAN NATIONAL INSURANCE CO | 13 | 3 | 0.06% | 0.18% | 0.27% | Q2 2013 | Q1 2022 | 16 |
Capital Investment Advisory Services, LLC | 12 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
Versor Investments LP | 10 | 1 | 0.01% | 0.22% | 1.34% | Q4 2016 | Q1 2022 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q1 2017 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.16% | 0.39% | Q4 2019 | Q3 2023 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 16 |
INSIGHT 2811, INC. | 10 | 5 | 0.00% | 0.18% | 0.28% | Q2 2013 | Q1 2017 | 16 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 16 |
Ifrah Financial Services, Inc. | 10 | 1 | 0.03% | 0.24% | 0.42% | Q1 2016 | Q4 2021 | 16 |
Private Ocean, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Catalyst Capital Advisors LLC | 12 | 4 | 0.00% | 0.11% | 0.56% | Q4 2018 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q1 2017 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
PARK AVENUE SECURITIES LLC | 9 | 7 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
SRB CORP | 9 | 6 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2018 | 15 |
SevenBridge Financial Group, LLC | 14 | 1 | 0.01% | 0.07% | 0.12% | Q2 2016 | Q4 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.11% | 0.17% | 0.47% | Q4 2019 | Q3 2023 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 9 | 1 | 0.00% | 0.10% | 0.54% | Q2 2013 | Q3 2023 | 15 |
MU Investments Co., Ltd. | 9 | 6 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2017 | 15 |
Itau Unibanco Holding S.A. | 14 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q1 2022 | 15 |
ExodusPoint Capital Management, LP | 9 | 1 | 0.01% | 0.62% | 1.35% | Q2 2019 | Q3 2023 | 15 |
CLIFFORD CAPITAL PARTNERS LLC | 15 | 15 | 1.88% | 3.21% | 4.20% | Q4 2017 | Q2 2021 | 15 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.09% | 0.44% | Q1 2016 | Q3 2023 | 15 |
Cornerstone Advisors, LLC | 10 | 5 | 0.10% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WEXFORD CAPITAL LP | 5 | 1 | 0.18% | 0.61% | 2.17% | Q2 2014 | Q3 2023 | 15 |
Principal Street Partners, LLC | 15 | 15 | 0.06% | 0.86% | 2.26% | Q1 2020 | Q3 2023 | 15 |
Integrated Investment Consultants, LLC | 8 | 7 | 0.08% | 0.10% | 0.14% | Q1 2016 | Q4 2019 | 15 |
A.R.T. Advisors, LLC | 5 | 1 | 0.03% | 0.17% | 0.40% | Q3 2013 | Q4 2019 | 15 |
Occidental Asset Management, LLC | 15 | 15 | 0.20% | 0.29% | 0.41% | Q4 2016 | Q2 2020 | 15 |
Archford Capital Strategies, LLC | 8 | 7 | 0.00% | 0.06% | 0.13% | Q1 2014 | Q4 2019 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.10% | 0.21% | 0.36% | Q1 2020 | Q3 2023 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Altium Wealth Management LLC | 15 | 15 | 0.03% | 0.05% | 0.13% | Q4 2018 | Q2 2022 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Equitable Holdings, Inc. | 12 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
First Personal Financial Services | 12 | 3 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q4 2019 | 15 |
Cambridge Advisors Inc. | 15 | 15 | 0.08% | 0.14% | 0.26% | Q4 2014 | Q2 2018 | 15 |
FLOSSBACH VON STORCH AG | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q2 2014 | 15 |
NumerixS Investment Technologies Inc | 11 | 1 | 0.02% | 0.17% | 0.42% | Q2 2015 | Q2 2020 | 15 |
OFI Advisors LLC | 11 | 4 | 0.13% | 0.15% | 0.22% | Q3 2011 | Q3 2015 | 15 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.01% | 0.13% | 0.48% | Q4 2018 | Q3 2022 | 15 |
WINTON GROUP Ltd | 10 | 2 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q3 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Prospera Financial Services Inc | 9 | 1 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q1 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Trutina Financial LLC | 15 | 15 | 2.85% | 3.47% | 4.24% | Q2 2013 | Q4 2016 | 15 |
Camelot Portfolios, LLC | 15 | 15 | 0.58% | 1.20% | 1.68% | Q2 2013 | Q4 2016 | 15 |
PAYDEN & RYGEL | 9 | 6 | 0.00% | 0.50% | 2.11% | Q2 2013 | Q2 2023 | 15 |
Morningstar Investment Services LLC | 12 | 3 | 0.01% | 1.02% | 2.36% | Q2 2013 | Q3 2018 | 15 |
Ninepoint Partners LP | 8 | 1 | 0.06% | 0.15% | 0.37% | Q4 2018 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.00% | 0.08% | 0.15% | Q1 2017 | Q2 2020 | 14 |
Doyle Wealth Management | 13 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2020 | 14 |
BOSTON ADVISORS LLC | 14 | 14 | 0.07% | 0.24% | 0.39% | Q2 2016 | Q3 2019 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 2 | 0.05% | 0.41% | 0.86% | Q3 2015 | Q1 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q3 2016 | 14 |
JFB Holdings Corp | 14 | 14 | 3.04% | 3.75% | 4.78% | Q2 2013 | Q3 2016 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.13% | 0.18% | 0.24% | Q4 2019 | Q1 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.76% | 0.86% | 1.01% | Q2 2020 | Q3 2023 | 14 |
FIRST MERCANTILE TRUST CO | 14 | 14 | 0.08% | 0.13% | 0.26% | Q2 2018 | Q3 2021 | 14 |
AMERICAN NATIONAL BANK | 9 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
BANCED CORP | 14 | 14 | 0.84% | 1.69% | 2.42% | Q3 2015 | Q4 2018 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 14 |
Harrington Investments, INC | 14 | 14 | 0.16% | 0.24% | 0.32% | Q4 2017 | Q1 2021 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 14 |
Ativo Capital Management LLC | 12 | 2 | 0.14% | 0.60% | 1.08% | Q4 2016 | Q2 2020 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q3 2016 | 14 |
DEERE & CO | 14 | 14 | 0.09% | 0.18% | 0.21% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
ETRADE Capital Management LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 14 |
COURIER CAPITAL LLC | 13 | 1 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2019 | 14 |
THOMPSON DAVIS & CO., INC. | 13 | 1 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q3 2017 | 14 |
SNS Financial Group, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
DC Investments Management, LLC | 9 | 5 | 0.11% | 1.11% | 2.80% | Q2 2018 | Q1 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Key FInancial Inc | 12 | 2 | 0.08% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 14 |
MUFG Securities EMEA plc | 14 | 14 | 0.01% | 0.17% | 0.67% | Q2 2018 | Q3 2021 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.03% | 0.25% | 0.93% | Q1 2017 | Q2 2020 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.07% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Ellenbecker Investment Group | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 13 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
RONALD BLUE & CO LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2018 | 13 |
Heritage Trust Co | 8 | 5 | 0.00% | 0.05% | 0.11% | Q3 2018 | Q2 2022 | 13 |
Arvest Bank Trust Division | 13 | 13 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Meiji Yasuda Life Insurance Co | 7 | 2 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 13 |
Alberta Investment Management Corp | 5 | 1 | 0.01% | 0.12% | 0.27% | Q3 2015 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 13 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9 | 1 | 0.01% | 0.03% | 0.15% | Q1 2017 | Q3 2023 | 13 |
Cypress Capital Management LLC (WY) | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 13 |
Calamos Wealth Management LLC | 10 | 3 | 0.05% | 0.10% | 0.30% | Q1 2015 | Q3 2019 | 13 |
Quotient Investors, LLC | 7 | 6 | 0.11% | 0.29% | 0.47% | Q2 2013 | Q3 2017 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 13 | 13 | 0.03% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q2 2016 | 13 |
Tradewinds Global Investors, LLC | 7 | 5 | 0.01% | 0.72% | 1.90% | Q2 2013 | Q2 2016 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2016 | 13 |
First Bank & Trust | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2018 | 13 |
CORNERSTONE ADVISORS INC | 8 | 1 | 0.00% | 0.18% | 0.37% | Q3 2013 | Q4 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.07% | 0.11% | Q2 2013 | Q2 2016 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q4 2019 | 13 |
First American Bank | 5 | 4 | 0.06% | 0.28% | 0.38% | Q1 2017 | Q3 2020 | 13 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.40% | 0.90% | 1.64% | Q3 2020 | Q3 2023 | 13 |
Centric Wealth Management | 8 | 1 | 0.06% | 0.12% | 0.23% | Q4 2018 | Q2 2022 | 13 |
Iowa State Bank | 13 | 13 | 0.52% | 0.71% | 0.91% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Barry Investment Advisors, LLC | 13 | 13 | 0.17% | 0.24% | 0.64% | Q4 2014 | Q4 2017 | 13 |
New Harbor Financial Group, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
TPH Asset Management, LLC | 10 | 2 | 0.07% | 0.35% | 1.00% | Q2 2014 | Q4 2017 | 13 |
American National Registered Investment Advisor, Inc. | 13 | 13 | 0.18% | 0.24% | 0.33% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CLEARBRIDGE, LLC | 13 | 13 | 0.00% | 1.81% | 3.43% | Q4 2015 | Q4 2018 | 13 |
AMG National Trust Bank | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Platform Technology Partners | 8 | 1 | 0.17% | 0.30% | 0.39% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Semmax Financial Advisors Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
Uncommon Cents Investing LLC | 13 | 13 | 0.31% | 0.41% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 12 | 1 | 0.04% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 13 |
FORVIS Wealth Advisors, LLC | 13 | 13 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2019 | 13 |
BOSTON FINANCIAL MANGEMENT LLC | 8 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 3 | 0.22% | 0.37% | 0.50% | Q2 2020 | Q3 2023 | 13 |
BEACH INVESTMENT COUNSEL INC/PA | 13 | 13 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q4 2016 | 13 |
GLENVIEW STATE BANK TRUST DEPT. | 6 | 1 | 0.06% | 0.11% | 0.15% | Q1 2014 | Q2 2021 | 13 |
PARK NATIONAL CORP /OH/ | 13 | 13 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2016 | 13 |
LCNB CORP | 13 | 13 | 0.12% | 0.20% | 0.26% | Q4 2016 | Q4 2019 | 13 |
Exchange Capital Management, Inc. | 13 | 13 | 0.00% | 0.19% | 0.40% | Q4 2014 | Q4 2017 | 13 |
KLINGENSTEIN FIELDS & CO LP | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 13 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 1 | 0.04% | 0.10% | 0.15% | Q2 2014 | Q3 2019 | 13 |
Pinnacle Advisory Group, Inc. | 8 | 2 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q1 2018 | 13 |
COLONY GROUP LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 13 |
BOYS ARNOLD & CO INC | 9 | 1 | 0.09% | 0.14% | 0.19% | Q3 2015 | Q1 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
ANALYTIC INVESTORS, LLC | 9 | 4 | 0.00% | 0.31% | 1.06% | Q2 2013 | Q3 2016 | 13 |
Caption Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.66% | Q2 2018 | Q4 2022 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2020 | 13 |
J.W. COLE ADVISORS, INC. | 10 | 3 | 0.02% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 13 |
MIDAS MANAGEMENT CORP | 13 | 13 | 0.32% | 0.84% | 1.21% | Q2 2013 | Q2 2016 | 13 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.20% | 0.40% | 0.59% | Q4 2013 | Q4 2016 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 2 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2019 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 13 |
CRA Financial Services, LLC | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.68% | 1.96% | 2.30% | Q4 2018 | Q3 2021 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.16% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Quantitative Systematic Strategies LLC | 3 | 2 | 0.05% | 0.38% | 1.34% | Q4 2014 | Q2 2021 | 12 |
Triangle Securities Wealth Management | 12 | 12 | 0.24% | 0.39% | 0.51% | Q2 2013 | Q1 2016 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.08% | 0.28% | 0.59% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.08% | 0.28% | 0.60% | Q4 2016 | Q3 2019 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.03% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Heritage Wealth Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
Sonora Investment Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.08% | 0.17% | 0.31% | Q4 2019 | Q3 2023 | 12 |
CHICKASAW CAPITAL MANAGEMENT LLC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q1 2016 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.06% | 0.13% | 0.23% | Q4 2013 | Q3 2016 | 12 |
Orbitronix, LP | 6 | 6 | 0.16% | 0.52% | 0.70% | Q4 2013 | Q1 2015 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.10% | 0.37% | 0.76% | Q4 2016 | Q3 2019 | 12 |
Numeric Investors LLC | 10 | 1 | 0.00% | 0.12% | 0.48% | Q4 2013 | Q4 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
PZENA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.03% | 0.08% | 0.14% | Q1 2014 | Q4 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2016 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.05% | 0.36% | 0.62% | Q4 2014 | Q3 2017 | 12 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.21% | 0.51% | Q4 2014 | Q1 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.10% | 0.35% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.07% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2018 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q3 2021 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.01% | 0.09% | 0.20% | Q2 2016 | Q1 2019 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.18% | 0.27% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.02% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CULLINAN ASSOCIATES INC | 7 | 5 | 0.02% | 0.18% | 0.38% | Q1 2015 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.02% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SouthState Corp | 9 | 3 | 0.00% | 0.06% | 0.31% | Q3 2014 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q1 2021 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.01% | 0.10% | Q4 2020 | Q4 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.07% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
KILLEN GROUP INC | 12 | 12 | 0.97% | 1.33% | 2.13% | Q2 2013 | Q1 2016 | 12 |
Legg Mason Asset Management (Japan) Co., Ltd. | 12 | 12 | 0.48% | 0.76% | 1.04% | Q1 2017 | Q4 2019 | 12 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.04% | 0.26% | Q1 2019 | Q3 2022 | 12 |
First National Bank of South Miami | 12 | 12 | 0.00% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 12 |
Diversified Investment Strategies, LLC | 12 | 12 | 0.23% | 2.46% | 4.02% | Q2 2013 | Q1 2016 | 12 |
CCM INVESTMENT ADVISERS LLC | 12 | 12 | 0.11% | 0.79% | 2.02% | Q2 2016 | Q1 2019 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.08% | 1.36% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q1 2019 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 12 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6 | 1 | 0.08% | 0.13% | 0.15% | Q1 2014 | Q4 2017 | 12 |
Accel Wealth Management | 12 | 12 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Hayek Kallen Investment Management | 12 | 12 | 0.26% | 0.58% | 1.24% | Q2 2013 | Q1 2016 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 6 | 1 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q1 2020 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
GAMCO INVESTORS, INC. ET AL | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
BANK OF HAWAII | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q2 2022 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 6 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.12% | 0.19% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.06% | 0.26% | Q2 2014 | Q1 2019 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.16% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Trexquant Investment LP | 6 | 1 | 0.07% | 0.25% | 0.47% | Q3 2015 | Q3 2022 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Daiwa SB Investments Ltd. | 11 | 1 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q1 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.08% | 0.28% | 0.58% | Q4 2016 | Q3 2019 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.05% | 0.14% | 0.18% | Q2 2013 | Q1 2016 | 12 |
McClain Value Management LLC | 12 | 12 | 0.82% | 4.05% | 5.71% | Q4 2013 | Q3 2016 | 12 |
Adams Asset Advisors, LLC | 12 | 12 | 0.32% | 0.98% | 1.22% | Q2 2013 | Q1 2016 | 12 |
TDAM USA INC. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 12 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.05% | 0.28% | Q3 2014 | Q1 2019 | 12 |
ALPHASIMPLEX GROUP, LLC | 8 | 4 | 0.14% | 0.45% | 1.36% | Q1 2019 | Q1 2022 | 12 |
Capital International, Inc./CA/ | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Acropolis Investment Management, LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
RWC Asset Management LLP | 12 | 12 | 0.25% | 0.68% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.07% | 1.12% | 3.03% | Q4 2013 | Q3 2019 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Donald Smith & Co. | 7 | 4 | 0.08% | 0.97% | 1.55% | Q2 2013 | Q4 2021 | 11 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Altshuler Shaham Ltd | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 11 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 11 | 11 | 0.03% | 0.11% | 0.26% | Q3 2015 | Q1 2018 | 11 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.01% | 0.04% | 0.32% | Q2 2013 | Q4 2020 | 11 |
ASSOCIATED BANC-CORP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2020 | 11 |
ACIMA PRIVATE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 11 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q4 2021 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Harvest Fund Management Co., Ltd | 8 | 3 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Wellesley Investment Partners, LLC | 11 | 11 | 0.14% | 0.25% | 0.32% | Q1 2018 | Q3 2020 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
LNZ Capital LP | 5 | 1 | 1.28% | 10.26% | 19.17% | Q4 2015 | Q4 2021 | 11 |
Nippon Life Global Investors Americas, Inc. | 4 | 1 | 0.07% | 0.21% | 0.58% | Q2 2013 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
FORT PITT CAPITAL GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
FIRST NIAGARA BANK | 10 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2016 | 11 |
Teza Capital Management LLC | 4 | 1 | 0.12% | 0.45% | 1.14% | Q4 2017 | Q1 2023 | 11 |
6 Meridian | 11 | 11 | 0.05% | 1.30% | 2.97% | Q4 2017 | Q2 2020 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Grant/GrossMendelsohn, LLC | 9 | 2 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.07% | 0.28% | Q1 2021 | Q3 2023 | 11 |
FIRSTMERIT BANK N A TRUSTEE | 11 | 11 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q2 2016 | 11 |
Wela Strategies, Inc. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 11 |
Resonant Capital Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 11 |
River Wealth Advisors LLC | 8 | 3 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 11 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7 | 4 | 0.08% | 0.19% | 0.33% | Q4 2016 | Q3 2023 | 11 |
DB Wealth Management Group, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.06% | 0.10% | 0.16% | Q1 2014 | Q1 2017 | 11 |
1834 INVESTMENT ADVISORS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Bernicke Wealth Management, Ltd. | 11 | 11 | 0.19% | 0.77% | 1.24% | Q4 2014 | Q2 2017 | 11 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 11 |
DENALI ADVISORS LLC | 7 | 4 | 0.03% | 0.52% | 1.30% | Q4 2016 | Q2 2021 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q4 2015 | 11 |
CHUBB CORP | 11 | 11 | 0.60% | 0.71% | 0.88% | Q2 2013 | Q4 2015 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.21% | 0.39% | Q4 2020 | Q2 2023 | 11 |
CAPITAL GUARDIAN TRUST CO | 10 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q4 2018 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q3 2022 | 11 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 1 | 0.00% | 0.02% | 0.19% | Q4 2014 | Q4 2017 | 11 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Ethic Inc. | 6 | 5 | 0.03% | 0.10% | 0.25% | Q4 2019 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.52% | 0.63% | 0.75% | Q1 2021 | Q3 2023 | 11 |
TOTH FINANCIAL ADVISORY CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
CENTRAL BANK & TRUST CO | 8 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q2 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.32% | 0.47% | 0.63% | Q1 2020 | Q3 2022 | 11 |
Ridgewood Investments LLC | 7 | 2 | 0.01% | 0.17% | 0.25% | Q4 2016 | Q2 2023 | 11 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.06% | 0.20% | Q1 2014 | Q4 2021 | 11 |
Parasol Investment Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2016 | 11 |
Lehman & Derafelo Financial Resources LLC | 11 | 11 | 0.20% | 0.28% | 0.39% | Q4 2018 | Q2 2021 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 11 |
American Assets Investment Management, LLC | 8 | 3 | 0.21% | 0.43% | 0.62% | Q2 2013 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Argent Trust Co | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 11 |
Visium Asset Management, LP | 9 | 1 | 0.01% | 0.23% | 0.52% | Q2 2013 | Q2 2016 | 11 |
Ballentine Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 11 |
MENTA CAPITAL LLC | 3 | 1 | 0.04% | 0.21% | 0.45% | Q2 2013 | Q2 2019 | 11 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 10 |
PLANNING DIRECTIONS INC | 4 | 1 | 0.15% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
CHICAGO EQUITY PARTNERS LLC | 6 | 1 | 0.01% | 0.23% | 0.62% | Q3 2014 | Q4 2019 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.07% | 0.09% | 0.11% | Q3 2016 | Q4 2018 | 10 |
Belpointe Asset Management LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q2 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Hoxton Financial, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 10 |
Qtron Investments LLC | 4 | 1 | 0.12% | 0.24% | 0.42% | Q4 2018 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Rench Wealth Management, Inc. | 10 | 10 | 1.31% | 1.76% | 2.04% | Q4 2013 | Q1 2016 | 10 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 10 |
Beech Hill Advisors, Inc. | 10 | 10 | 0.48% | 1.15% | 1.78% | Q3 2019 | Q4 2021 | 10 |
Sciencast Management LP | 4 | 1 | 0.10% | 0.48% | 0.89% | Q4 2017 | Q2 2023 | 10 |
Solstein Capital, LLC | 4 | 2 | 0.01% | 0.29% | 1.35% | Q1 2019 | Q4 2021 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.08% | 0.33% | 0.66% | Q2 2013 | Q3 2015 | 10 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10 | 10 | 1.99% | 2.23% | 2.48% | Q3 2020 | Q4 2022 | 10 |
PATTEN & PATTEN INC/TN | 7 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
Riverview Trust Co | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.16% | 0.30% | 0.43% | Q4 2017 | Q1 2020 | 10 |
Abbrea Capital, LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Virtus Fund Advisers, LLC | 10 | 10 | 0.36% | 0.72% | 1.36% | Q2 2014 | Q3 2016 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2019 | 10 |
Cognios Capital, LLC | 5 | 2 | 0.04% | 0.53% | 0.88% | Q2 2017 | Q1 2020 | 10 |
AIA Group Ltd | 10 | 10 | 0.01% | 0.10% | 0.17% | Q4 2020 | Q1 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NEW YORK LIFE TRUST CO | 7 | 3 | 0.10% | 0.37% | 0.58% | Q2 2014 | Q1 2017 | 10 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.21% | 1.44% | Q2 2013 | Q4 2019 | 10 |
Kessler Investment Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.34% | 0.50% | 0.70% | Q2 2020 | Q2 2023 | 10 |
McIlrath & Eck, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.14% | 0.24% | 0.37% | Q2 2021 | Q3 2023 | 10 |
BOENNING & SCATTERGOOD, INC. | 7 | 1 | 0.04% | 0.08% | 0.21% | Q3 2019 | Q4 2022 | 10 |
Pinnacle Bancorp, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 10 |
REDWOOD CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.26% | 1.18% | 2.73% | Q2 2013 | Q3 2014 | 10 |
Heartland Bank & Trust Co | 10 | 10 | 0.31% | 0.38% | 0.45% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Natixis Investment Managers International | 4 | 1 | 0.01% | 0.13% | 0.21% | Q2 2015 | Q2 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.04% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Phoenix Wealth Advisors | 5 | 1 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 10 |
Quantinno Capital Management LP | 7 | 3 | 0.04% | 0.15% | 0.61% | Q4 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Cerebellum GP, LLC | 6 | 2 | 0.07% | 0.21% | 0.30% | Q4 2017 | Q3 2020 | 10 |
Corvex Management LP | 8 | 8 | 1.51% | 4.54% | 8.28% | Q2 2020 | Q1 2022 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.29% | 0.34% | 0.40% | Q2 2013 | Q3 2015 | 10 |
Beacon Capital Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Argentus Capital Management, LLC | 5 | 1 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2016 | 10 |
Compass Ion Advisors, LLC | 7 | 3 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Edgestream Partners, L.P. | 3 | 1 | 0.03% | 0.31% | 0.71% | Q1 2018 | Q3 2023 | 10 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.24% | 0.41% | 0.79% | Q4 2021 | Q4 2023 | 9 |
Essex LLC | 9 | 9 | 0.51% | 0.74% | 0.88% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Capital Wealth Planning, LLC | 5 | 1 | 0.01% | 0.08% | 0.43% | Q4 2014 | Q4 2021 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.09% | 0.20% | Q3 2017 | Q3 2019 | 9 |
Schooner Investment Group, LLC. | 7 | 2 | 0.06% | 0.31% | 0.96% | Q4 2013 | Q3 2016 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Clear Perspective Advisors, LLC | 7 | 2 | 0.09% | 0.16% | 0.35% | Q4 2016 | Q1 2020 | 9 |
Paragon Capital Management Ltd | 6 | 3 | 0.04% | 0.13% | 0.28% | Q2 2017 | Q1 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 6 | 3 | 0.55% | 0.68% | 0.83% | Q1 2018 | Q1 2022 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2022 | 9 |
RBA Wealth Management, LLC | 9 | 9 | 1.21% | 1.53% | 1.88% | Q1 2019 | Q1 2021 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2016 | 9 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 1 | 0.04% | 0.09% | 0.20% | Q1 2019 | Q4 2022 | 9 |
Zuckerman Investment Group, LLC | 9 | 9 | 0.03% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Financial Engines Advisors L.L.C. | 5 | 1 | 0.00% | 1.72% | 3.94% | Q2 2013 | Q3 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2020 | 9 |
WBI INVESTMENTS, LLC | 3 | 2 | 0.02% | 0.51% | 2.18% | Q2 2013 | Q2 2019 | 9 |
Arlington Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 9 |
LORD, ABBETT & CO. LLC | 7 | 2 | 0.06% | 0.10% | 0.21% | Q1 2017 | Q2 2022 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Cranbrook Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.07% | 0.62% | Q4 2017 | Q4 2021 | 9 |
PRIMECAP MANAGEMENT CO/CA/ | 9 | 9 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
HONEYWELL INTERNATIONAL INC | 5 | 1 | 0.30% | 0.39% | 0.47% | Q2 2013 | Q2 2017 | 9 |
Resolution Capital Ltd | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
First Financial Bank - Trust Division | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q3 2017 | 9 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 4 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2021 | 9 |
NCM CAPITAL MANAGEMENT GROUP INC | 9 | 9 | 1.24% | 1.65% | 1.93% | Q3 2014 | Q3 2016 | 9 |
Castleton Investment Management LLC | 4 | 1 | 0.08% | 2.59% | 5.00% | Q1 2016 | Q1 2019 | 9 |
Swedbank | 9 | 9 | 0.30% | 0.51% | 0.64% | Q4 2018 | Q4 2020 | 9 |
Braun-Bostich & Associates Inc. | 9 | 9 | 0.02% | 0.27% | 0.48% | Q3 2018 | Q3 2020 | 9 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 9 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.74% | 1.11% | 1.70% | Q4 2019 | Q4 2021 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.14% | 0.17% | 0.22% | Q2 2017 | Q2 2019 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.00% | 0.08% | 0.11% | Q4 2013 | Q4 2015 | 9 |
VAN DEN BERG MANAGEMENT I, INC | 9 | 9 | 0.04% | 0.51% | 1.48% | Q2 2013 | Q2 2015 | 9 |
Banco Santander, S.A. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 9 |
Private Vista, LLC | 9 | 9 | 0.09% | 0.11% | 0.12% | Q1 2018 | Q1 2020 | 9 |
UBS OCONNOR LLC | 5 | 1 | 0.00% | 0.23% | 0.49% | Q2 2014 | Q4 2020 | 9 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 9 | 9 | 0.68% | 0.89% | 1.15% | Q4 2014 | Q4 2016 | 9 |
Stratos Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 9 |
WAFRA INC. | 9 | 9 | 0.58% | 0.73% | 1.22% | Q1 2016 | Q1 2018 | 9 |
Capital International Sarl | 5 | 1 | 0.09% | 0.16% | 0.25% | Q4 2018 | Q1 2022 | 9 |
Delphi Private Advisors LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q4 2017 | 9 |
Chesapeake Wealth Management | 9 | 9 | 0.10% | 0.32% | 0.49% | Q1 2018 | Q1 2020 | 9 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 3 | 0.03% | 0.08% | 0.15% | Q2 2014 | Q3 2023 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.17% | 0.24% | 0.30% | Q1 2018 | Q1 2020 | 9 |
NVWM, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Neo Ivy Capital Management | 5 | 1 | 0.12% | 0.38% | 0.72% | Q2 2019 | Q3 2022 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Bach Option Ltd | 2 | 1 | 0.16% | 0.21% | 0.27% | Q3 2016 | Q2 2018 | 9 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Yaupon Capital Management LP | 5 | 3 | 1.30% | 4.82% | 11.74% | Q3 2019 | Q3 2021 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.38% | 0.42% | 0.47% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Visionary Asset Management, Inc. | 6 | 1 | 0.00% | 0.31% | 0.75% | Q3 2013 | Q2 2018 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.07% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.14% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 3 | 0.02% | 0.30% | 0.82% | Q4 2017 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.15% | 0.23% | 0.37% | Q4 2018 | Q3 2020 | 8 |
Airain ltd | 3 | 1 | 0.02% | 0.43% | 0.94% | Q4 2013 | Q2 2017 | 8 |
Creegan & Nassoura Financial Group, LLC | 8 | 8 | 1.57% | 1.83% | 2.08% | Q4 2014 | Q3 2016 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.05% | 0.11% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Invictus RG | 8 | 8 | 0.02% | 0.21% | 0.37% | Q4 2015 | Q3 2017 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TOEWS CORP /ADV | 2 | 1 | 0.05% | 0.38% | 0.78% | Q1 2018 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2021 | 8 |
OMERS ADMINISTRATION Corp | 6 | 2 | 0.01% | 0.04% | 0.12% | Q2 2017 | Q2 2019 | 8 |
Platte River Capital LLC | 5 | 3 | 0.04% | 0.46% | 1.02% | Q2 2013 | Q3 2015 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.03% | 0.20% | 0.46% | Q2 2014 | Q2 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 8 |
Cipher Capital LP | 4 | 1 | 0.09% | 0.36% | 1.14% | Q2 2015 | Q2 2020 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.14% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Alaska Permanent Fund Corp | 5 | 3 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2022 | 8 |
ROBERTS GLORE & CO INC /IL/ | 8 | 8 | 0.15% | 0.33% | 0.79% | Q2 2013 | Q1 2015 | 8 |
FARR MILLER & WASHINGTON LLC/DC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Shelter Harbor Advisors, LP | 6 | 2 | 2.67% | 5.02% | 6.99% | Q4 2017 | Q4 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.12% | 0.15% | 0.17% | Q4 2014 | Q3 2016 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.06% | 0.27% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 7 | 1 | 0.00% | 0.24% | 0.98% | Q2 2015 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.45% | 0.74% | 1.01% | Q4 2015 | Q3 2017 | 8 |
GQG Partners LLC | 8 | 8 | 0.04% | 1.82% | 3.89% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.06% | 0.34% | Q2 2016 | Q3 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.34% | 0.51% | 0.59% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Cooper Financial Group | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
MILES CAPITAL, INC. | 6 | 2 | 0.15% | 0.58% | 1.05% | Q2 2015 | Q1 2019 | 8 |
Yorktown Management & Research Co Inc | 3 | 2 | 0.04% | 0.30% | 0.74% | Q2 2014 | Q3 2020 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.28% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.15% | 0.20% | 0.29% | Q1 2014 | Q4 2015 | 8 |
Psagot Value Holdings Ltd. | 3 | 2 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q4 2018 | 8 |
Madden Advisory Services, Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 8 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q3 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.20% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.16% | 0.32% | 0.56% | Q2 2014 | Q4 2018 | 8 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q1 2018 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.14% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.02% | 0.11% | 0.18% | Q4 2013 | Q3 2015 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Strategic Wealth Management Group, LLC | 5 | 3 | 0.08% | 0.16% | 0.33% | Q4 2018 | Q2 2021 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Absolute Return Capital, LLC | 6 | 1 | 0.01% | 0.36% | 0.69% | Q2 2013 | Q3 2015 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.27% | 0.40% | 0.61% | Q3 2021 | Q2 2023 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Parkwood LLC | 3 | 1 | 0.04% | 0.13% | 0.42% | Q4 2013 | Q2 2017 | 8 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.02% | 0.06% | 0.07% | Q1 2014 | Q3 2023 | 8 |
Alliance Wealth Advisors, LLC | 7 | 1 | 0.17% | 0.21% | 0.24% | Q4 2020 | Q4 2022 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.14% | 0.22% | 0.35% | Q4 2021 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q2 2021 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Family Capital Trust Co | 8 | 8 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q1 2015 | 8 |
MidWestOne Financial Group, Inc. | 5 | 3 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q4 2021 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.14% | 0.17% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.05% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 8 |
INSTITUTIONAL CAPITAL LLC | 8 | 8 | 1.46% | 2.57% | 3.22% | Q2 2013 | Q1 2015 | 8 |
Unigestion Holding SA | 6 | 2 | 0.09% | 1.49% | 2.72% | Q2 2018 | Q2 2022 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Canton Hathaway, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 8 |
Sagefield Capital LP | 8 | 8 | 0.37% | 0.56% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.17% | 0.35% | 0.49% | Q2 2019 | Q1 2021 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 0.50% | 0.62% | 0.78% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FIRST CITIZENS BANK & TRUST CO | 6 | 2 | 0.04% | 0.33% | 0.88% | Q2 2013 | Q2 2017 | 8 |
Barnett & Company, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 8 |
StoneX Group Inc. | 6 | 1 | 0.07% | 0.22% | 0.41% | Q2 2017 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Corbenic Partners LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q2 2016 | 8 |
OUTFITTER FINANCIAL LLC | 7 | 1 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q4 2022 | 8 |
Prime Capital Investment Advisors, LLC | 6 | 2 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Canada ULC | 4 | 1 | 0.04% | 0.11% | 0.22% | Q3 2013 | Q3 2017 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 6 | 2 | 0.04% | 0.10% | 0.16% | Q3 2018 | Q3 2023 | 8 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.19% | 0.78% | Q1 2016 | Q2 2023 | 8 |
BBT Capital Management, LLC | 7 | 1 | 0.20% | 0.52% | 0.81% | Q2 2013 | Q4 2015 | 8 |
AHL Partners LLP | 5 | 2 | 0.02% | 0.12% | 0.23% | Q3 2014 | Q4 2017 | 7 |
Black Diamond Financial, LLC | 7 | 7 | 0.16% | 0.24% | 0.40% | Q1 2022 | Q3 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 7 |
Linscomb & Williams, Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2019 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.10% | 0.48% | 0.93% | Q2 2016 | Q4 2017 | 7 |
PIONEER TRUST BANK N A/OR | 7 | 7 | 0.22% | 0.26% | 0.29% | Q2 2013 | Q4 2014 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.01% | 0.21% | 0.31% | Q1 2020 | Q3 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Centenus Global Management, LP | 4 | 1 | 0.40% | 1.93% | 4.16% | Q4 2017 | Q4 2019 | 7 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.10% | 0.20% | Q1 2019 | Q2 2021 | 7 |
American Trust Investment Advisors, LLC | 7 | 7 | 1.35% | 2.10% | 2.87% | Q2 2020 | Q4 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2022 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Empowered Funds, LLC | 7 | 7 | 0.21% | 0.43% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Princeton Alpha Management LP | 2 | 1 | 0.08% | 0.30% | 0.55% | Q4 2013 | Q1 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Landmark Bank | 7 | 7 | 0.08% | 0.24% | 0.29% | Q2 2018 | Q4 2019 | 7 |
SUSQUEHANNA TRUST & INVESTMENT CO | 6 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2015 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Sentry Investments Corp. | 5 | 2 | 0.05% | 0.09% | 0.12% | Q2 2015 | Q1 2018 | 7 |
Winch Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 7 |
Windsor Capital Management, LLC | 3 | 1 | 0.07% | 0.18% | 0.44% | Q2 2013 | Q4 2017 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.06% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Red Door Wealth Management, LLC | 5 | 2 | 0.07% | 0.09% | 0.15% | Q1 2020 | Q2 2022 | 7 |
TCF National Bank | 7 | 7 | 0.10% | 0.15% | 0.19% | Q3 2019 | Q1 2021 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.05% | 0.13% | 0.21% | Q3 2013 | Q3 2017 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Insight Folios Inc | 7 | 7 | 0.10% | 0.13% | 0.18% | Q3 2021 | Q1 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 1 | 0.02% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2013 | Q4 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.09% | 0.16% | Q1 2015 | Q3 2016 | 7 |
Nadler Financial Group, Inc. | 4 | 1 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.04% | 0.23% | 0.88% | Q2 2014 | Q3 2022 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q4 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rock Creek Group, LP | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 7 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 7 | 7 | 0.08% | 1.98% | 3.83% | Q1 2014 | Q3 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HITE Hedge Asset Management LLC | 7 | 7 | 0.71% | 2.47% | 4.58% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
180 WEALTH ADVISORS, LLC | 6 | 1 | 0.14% | 0.21% | 0.26% | Q2 2018 | Q2 2020 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PointState Capital LP | 2 | 1 | 0.11% | 0.69% | 1.93% | Q2 2013 | Q3 2021 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 7 | 0.11% | 0.39% | 0.78% | Q2 2013 | Q4 2014 | 7 |
Mandatum Life Insurance Co Ltd | 7 | 7 | 0.04% | 0.06% | 0.06% | Q4 2015 | Q2 2017 | 7 |
Buckley Wealth Management, LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q2 2019 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.01% | 0.08% | 0.13% | Q4 2020 | Q2 2022 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 7 | 7 | 0.01% | 0.31% | 1.89% | Q2 2017 | Q4 2018 | 7 |
Blackstart Capital LP | 3 | 2 | 2.12% | 3.98% | 7.72% | Q4 2016 | Q4 2019 | 7 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.05% | Q1 2014 | Q1 2019 | 7 |
Covalis Capital LLP | 2 | 1 | 1.66% | 9.59% | 35.53% | Q4 2017 | Q1 2022 | 7 |
Keeley-Teton Advisors, LLC | 7 | 7 | 0.10% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.08% | 0.17% | 0.26% | Q2 2018 | Q1 2020 | 7 |
44 WEALTH MANAGEMENT LLC | 4 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 7 |
MTM Investment Management, LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 7 | 7 | 0.02% | 0.57% | 1.36% | Q1 2018 | Q3 2019 | 7 |
Power Corp of Canada | 7 | 7 | 0.31% | 0.68% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Evolution Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
Anfield Capital Management, LLC | 4 | 3 | 0.16% | 0.20% | 0.22% | Q4 2019 | Q1 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Old North State Trust, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 7 |
LBA Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 7 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q2 2020 | 7 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.10% | 0.16% | Q1 2018 | Q4 2021 | 7 |
Bowling Portfolio Management LLC | 4 | 1 | 0.21% | 0.36% | 0.69% | Q2 2016 | Q3 2019 | 7 |
Van Hulzen Asset Management, LLC | 4 | 1 | 0.07% | 1.02% | 1.71% | Q2 2017 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.04% | 0.15% | 0.31% | Q2 2013 | Q4 2014 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Fusion Investment Group, LLC | 7 | 7 | 0.01% | 0.15% | 0.26% | Q4 2013 | Q2 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Graham Capital Management, L.P. | 4 | 3 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Invictus RG Pte. Ltd. | 5 | 1 | 0.12% | 0.26% | 0.33% | Q2 2013 | Q3 2015 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Trilogy Capital Inc. | 6 | 6 | 0.03% | 0.12% | 0.18% | Q4 2017 | Q1 2019 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2015 | Q1 2017 | 6 |
GANTZERT INVESTMENT CO LLC /ADV | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 1 | 0.01% | 0.17% | 0.28% | Q2 2013 | Q1 2015 | 6 |
SYMONS CAPITAL MANAGEMENT INC | 6 | 6 | 1.75% | 1.96% | 2.13% | Q2 2020 | Q3 2021 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 1 | 0.18% | 0.39% | 0.57% | Q3 2018 | Q2 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
HYMAN CHARLES D | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.07% | 0.17% | 0.35% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2018 | Q3 2019 | 6 |
West Coast Asset Management | 6 | 6 | 4.47% | 5.17% | 5.66% | Q2 2013 | Q3 2014 | 6 |
Hills Bank & Trust Co | 6 | 6 | 0.09% | 0.14% | 0.17% | Q4 2015 | Q1 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Redwood Investments, LLC | 6 | 6 | 0.00% | 0.52% | 1.19% | Q1 2016 | Q2 2017 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q2 2017 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.04% | 0.09% | 0.14% | Q1 2018 | Q2 2019 | 6 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Altavista Wealth Management, Inc. | 6 | 6 | 0.13% | 0.21% | 0.38% | Q2 2013 | Q3 2014 | 6 |
SIR Capital Management, L.P. | 3 | 3 | 0.16% | 0.49% | 0.78% | Q1 2014 | Q3 2015 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q4 2019 | 6 |
Welch Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Hollow Brook Wealth Management LLC | 6 | 6 | 0.50% | 0.76% | 0.99% | Q2 2021 | Q3 2022 | 6 |
Concert Wealth Management Inc. | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.13% | 0.20% | 0.26% | Q2 2013 | Q3 2014 | 6 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 3 | 1 | 0.11% | 0.16% | 0.20% | Q2 2013 | Q4 2018 | 6 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q3 2021 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2014 | 6 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.25% | 0.29% | 0.36% | Q4 2013 | Q1 2015 | 6 |
Knighthead Capital Management, LLC | 6 | 6 | 0.90% | 2.63% | 4.09% | Q2 2013 | Q3 2014 | 6 |
CI Global Investments Inc. | 6 | 6 | 0.01% | 2.34% | 6.04% | Q2 2017 | Q3 2018 | 6 |
Clean Yield Group | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.23% | 0.42% | Q4 2016 | Q3 2023 | 6 |
Euclid Advisors LLC | 3 | 1 | 0.03% | 0.36% | 0.70% | Q2 2013 | Q2 2016 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.16% | 0.75% | Q2 2020 | Q3 2022 | 6 |
Smith Affiliated Capital Corp. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2011 | Q2 2014 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 0.17% | 0.27% | 0.37% | Q4 2013 | Q1 2015 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 6 |
SeaStone Capital Management, L.P. | 6 | 6 | 0.45% | 0.53% | 0.60% | Q3 2014 | Q4 2015 | 6 |
Kemnay Advisory Services Inc. | 4 | 1 | 0.09% | 0.26% | 0.41% | Q2 2018 | Q2 2021 | 6 |
Perpetual Investment Management Ltd | 6 | 6 | 0.04% | 1.33% | 1.75% | Q4 2020 | Q1 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.28% | 0.33% | 0.43% | Q2 2013 | Q3 2014 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q4 2015 | 6 |
Keystone Financial Planning, Inc. | 6 | 6 | 0.21% | 0.24% | 0.27% | Q4 2013 | Q1 2015 | 6 |
FAS Wealth Partners, Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 6 |
Somerset Trust Co | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2013 | Q1 2015 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.17% | 0.29% | 0.42% | Q1 2014 | Q2 2015 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.00% | 0.61% | 1.00% | Q3 2013 | Q4 2014 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.04% | 0.19% | Q2 2016 | Q2 2018 | 6 |
Ruggie Capital Group | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2018 | 6 |
Maven Securities LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
ISTHMUS PARTNERS, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Lido Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Terra Nova Asset Management LLC | 6 | 6 | 0.26% | 0.38% | 0.60% | Q1 2015 | Q2 2016 | 6 |
Horan Securities, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.31% | 0.32% | 0.34% | Q4 2018 | Q1 2020 | 6 |
Clearwater Capital Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.03% | Q1 2018 | Q2 2023 | 6 |
Hampstead Capital LLP | 6 | 6 | 1.60% | 3.04% | 4.66% | Q2 2017 | Q3 2018 | 6 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.06% | 0.45% | 0.80% | Q4 2018 | Q2 2021 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.14% | 0.21% | 0.27% | Q2 2018 | Q3 2019 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
WealthShield Partners, LLC | 4 | 1 | 0.01% | 0.07% | 0.26% | Q4 2018 | Q4 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Alphinity Investment Management Pty Ltd | 6 | 6 | 3.14% | 3.54% | 4.03% | Q1 2018 | Q2 2019 | 6 |
Winthrop Partners - WNY, LLC | 4 | 2 | 0.02% | 0.07% | 0.08% | Q1 2018 | Q3 2019 | 6 |
DUALITY ADVISERS, LP | 1 | 1 | 0.08% | 0.26% | 0.40% | Q2 2019 | Q3 2023 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.12% | 0.65% | 1.67% | Q4 2018 | Q3 2022 | 6 |
Brand Asset Management Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.03% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.00% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.17% | 0.75% | Q4 2019 | Q3 2023 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.09% | 0.24% | 0.81% | Q2 2021 | Q2 2023 | 6 |
State of Wyoming | 4 | 1 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Coann Capital LLC | 3 | 1 | 5.50% | 6.86% | 8.05% | Q1 2021 | Q4 2022 | 6 |
Signature Wealth Management Partners, LLC | 6 | 6 | 0.19% | 0.20% | 0.23% | Q1 2021 | Q2 2022 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 0.13% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
TriaGen Wealth Management LLC | 6 | 6 | 0.17% | 0.24% | 0.37% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.32% | 0.43% | 0.50% | Q3 2021 | Q4 2022 | 6 |
US Asset Management LLC | 4 | 2 | 0.20% | 0.22% | 0.26% | Q3 2021 | Q1 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.14% | 0.23% | 0.31% | Q4 2021 | Q1 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Eagle Bluffs Wealth Management LLC | 3 | 3 | 0.16% | 0.27% | 0.53% | Q4 2021 | Q2 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q4 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
apricus wealth, LLC | 6 | 6 | 0.21% | 0.64% | 1.16% | Q4 2021 | Q1 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.09% | 0.17% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
GENERAL ELECTRIC CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2016 | 6 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 6 | 6 | 0.15% | 0.22% | 0.32% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.17% | 0.25% | 0.34% | Q2 2013 | Q3 2014 | 6 |
NatWest Group plc | 6 | 6 | 0.00% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Atlantic Union Bankshares Corp | 5 | 1 | 0.01% | 0.05% | 0.07% | Q1 2014 | Q3 2019 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q2 2015 | Q2 2016 | 5 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.47% | 0.77% | 1.26% | Q3 2014 | Q3 2015 | 5 |
Mountain Lake Investment Management LLC | 5 | 5 | 3.49% | 4.29% | 4.83% | Q3 2013 | Q3 2014 | 5 |
PITCAIRN CO | 4 | 1 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q1 2018 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 5 |
NorthCoast Asset Management LLC | 3 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2021 | 5 |
TRUST CO OF VIRGINIA /VA | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Vise Technologies, Inc. | 4 | 1 | 0.06% | 0.13% | 0.20% | Q2 2022 | Q3 2023 | 5 |
First Houston Capital, Inc. | 5 | 5 | 0.67% | 1.11% | 1.55% | Q2 2016 | Q2 2017 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Long Beach | 5 | 5 | 0.18% | 0.22% | 0.25% | Q4 2018 | Q4 2019 | 5 |
Abacus Planning Group, Inc. | 5 | 5 | 0.12% | 0.17% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Traynor Capital Management, Inc. | 5 | 5 | 0.17% | 0.26% | 0.33% | Q4 2014 | Q4 2015 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q3 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
LFA - Lugano Financial Advisors SA | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2023 | 5 |
Maltin Wealth Management, Inc. | 5 | 5 | 0.15% | 0.45% | 0.57% | Q1 2021 | Q1 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Copperwynd Financial, LLC | 3 | 2 | 0.61% | 0.77% | 0.89% | Q1 2019 | Q3 2022 | 5 |
Ceredex Value Advisors LLC | 3 | 2 | 0.85% | 0.92% | 1.06% | Q1 2022 | Q3 2023 | 5 |
BOK Financial Private Wealth, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.05% | 1.18% | 1.72% | Q3 2018 | Q3 2019 | 5 |
Souders Financial Advisors | 5 | 5 | 0.82% | 0.90% | 0.94% | Q4 2020 | Q4 2021 | 5 |
Hudson Value Partners, LLC | 5 | 5 | 1.22% | 1.50% | 1.87% | Q1 2022 | Q1 2023 | 5 |
Quaero Capital S.A. | 5 | 5 | 0.88% | 1.18% | 1.68% | Q3 2022 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.16% | 0.37% | Q2 2021 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.53% | 0.71% | 0.83% | Q4 2022 | Q4 2023 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 1 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2014 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 5 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.06% | 0.10% | 0.22% | Q3 2017 | Q3 2023 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.37% | 1.55% | 2.19% | Q2 2013 | Q2 2014 | 5 |
Ergoteles LLC | 5 | 5 | 0.01% | 0.11% | 0.35% | Q2 2022 | Q2 2023 | 5 |
Baader Bank Aktiengesellschaft | 5 | 5 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q4 2022 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Verity Asset Management, Inc. | 3 | 2 | 0.22% | 0.98% | 1.54% | Q4 2017 | Q2 2019 | 5 |
Nikko Asset Management Americas, Inc. | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2016 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.33% | 1.13% | Q4 2019 | Q4 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Quantamental Technologies LLC | 3 | 2 | 0.01% | 0.21% | 0.67% | Q2 2019 | Q3 2022 | 5 |
Beta Wealth Group, Inc. | 4 | 1 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.06% | 0.14% | 0.27% | Q4 2019 | Q4 2020 | 5 |
Cedar Brook Financial Partners, LLC | 4 | 1 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q4 2021 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.07% | 0.13% | 0.33% | Q3 2016 | Q3 2017 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 5 |
Estabrook Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Syverson Strege & Co | 4 | 1 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 5 |
Human Investing LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 5 |
Hall Private Wealth Advisors | 4 | 1 | 0.26% | 1.29% | 2.31% | Q4 2020 | Q1 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2017 | 5 |
UNITED FIRE GROUP INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q2 2018 | 5 |
McKinley Carter Wealth Services, Inc. | 5 | 5 | 0.25% | 0.78% | 1.76% | Q2 2013 | Q2 2014 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2022 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q2 2020 | 5 |
CAPITAL ADVISORS INC/OK | 3 | 1 | 0.01% | 0.67% | 1.45% | Q1 2015 | Q4 2021 | 5 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 5 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.03% | 0.06% | 0.16% | Q3 2013 | Q4 2020 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 2 | 2.08% | 3.15% | 4.92% | Q1 2020 | Q2 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 5 | 0.02% | 0.53% | 0.83% | Q4 2014 | Q4 2015 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 5 |
SC&H Financial Advisors, Inc. | 5 | 5 | 0.14% | 0.17% | 0.24% | Q4 2021 | Q4 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.05% | 0.07% | 0.11% | Q2 2017 | Q1 2021 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.44% | 0.48% | 0.52% | Q4 2021 | Q4 2022 | 5 |
Scoria Capital Partners LP | 5 | 5 | 1.34% | 3.47% | 5.95% | Q3 2016 | Q3 2017 | 5 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.21% | 0.41% | Q3 2018 | Q2 2023 | 5 |
TCG Advisors, LP | 5 | 5 | 0.54% | 0.64% | 0.72% | Q4 2018 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q4 2017 | 5 |
ETF MANAGERS GROUP, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Keystone Financial Group | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q4 2018 | 5 |
Essex Savings Bank | 3 | 2 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q4 2021 | 5 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 5 |
Virtue Capital Management, LLC | 3 | 2 | 0.06% | 0.15% | 0.27% | Q4 2017 | Q1 2019 | 5 |
Exane Asset Management | 5 | 5 | 0.35% | 0.71% | 1.10% | Q2 2018 | Q2 2019 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.18% | 0.51% | Q3 2015 | Q1 2020 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 5 |
MEANS INVESTMENT CO., INC. | 5 | 5 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.10% | 0.27% | Q3 2020 | Q3 2022 | 5 |
Alpine Global Management, LLC | 4 | 1 | 0.04% | 0.11% | 0.28% | Q3 2014 | Q2 2020 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sandia Investment Management LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Ironwood Financial, llc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 5 |
Wills Financial Group, Inc. | 5 | 5 | 0.28% | 0.31% | 0.33% | Q4 2013 | Q4 2014 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.00% | 0.15% | 0.23% | Q1 2018 | Q1 2022 | 5 |
FDO Partners, LLC | 4 | 1 | 0.13% | 0.37% | 0.62% | Q4 2015 | Q1 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.06% | 0.27% | 0.43% | Q2 2013 | Q2 2014 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Summit Global Investments | 5 | 5 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 5 |
Centerpoint Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.24% | 0.48% | Q4 2015 | Q2 2018 | 5 |
Crestline Management, LP | 3 | 1 | 0.68% | 1.12% | 1.46% | Q3 2016 | Q3 2023 | 5 |
361 CAPITAL LLC | 2 | 1 | 0.23% | 0.38% | 0.47% | Q1 2016 | Q2 2018 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.54% | 0.58% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q3 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
HARTLINE INVESTMENT CORP/ | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.10% | 0.16% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Marion Wealth Management | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.09% | 0.14% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Cornerstone Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
SFG Wealth Management, LLC. | 3 | 1 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q4 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.10% | 0.26% | Q3 2021 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
American Trust | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 4 |
ARGENTIERE CAPITAL AG | 2 | 1 | 0.18% | 0.33% | 0.70% | Q2 2014 | Q4 2018 | 4 |
GAMBLE JONES INVESTMENT COUNSEL | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Stiles Financial Services Inc | 3 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 1.10% | 1.23% | 1.31% | Q4 2022 | Q3 2023 | 4 |
FIC CAPITAL INC | 4 | 4 | 0.57% | 0.77% | 1.04% | Q2 2013 | Q1 2014 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q4 2015 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.32% | 0.58% | 0.81% | Q4 2022 | Q3 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 4 |
BESSEMER SECURITIES LLC | 4 | 4 | 0.11% | 0.84% | 1.18% | Q4 2018 | Q3 2019 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
WRIGHT INVESTORS SERVICE INC | 4 | 4 | 0.16% | 0.20% | 0.28% | Q3 2020 | Q2 2021 | 4 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.26% | 0.73% | Q4 2019 | Q4 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Shilanski & Associates, Inc. | 2 | 2 | 0.41% | 0.44% | 0.47% | Q1 2022 | Q1 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2022 | 4 |
Willis Johnson & Associates, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 4 | 4 | 0.07% | 0.31% | 0.72% | Q2 2013 | Q1 2014 | 4 |
Magellan Asset Management Ltd | 4 | 4 | 0.25% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 4 |
British Airways Pensions Investment Management Ltd | 4 | 4 | 0.64% | 0.89% | 1.11% | Q1 2017 | Q4 2017 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.00% | 0.38% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Waratah Capital Advisors Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
BCWM, LLC | 4 | 4 | 1.06% | 1.44% | 1.67% | Q2 2013 | Q1 2014 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
CERTUITY, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.04% | 0.10% | 0.14% | Q2 2014 | Q1 2018 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.64% | 1.26% | 2.85% | Q2 2017 | Q2 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.60% | 0.88% | Q1 2017 | Q1 2018 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.27% | 0.39% | 0.52% | Q4 2019 | Q3 2020 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2021 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.14% | 0.17% | 0.24% | Q1 2023 | Q4 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q1 2022 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q4 2018 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 4 |
First Pacific Financial | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.14% | 0.32% | Q2 2022 | Q3 2023 | 4 |
Aventail Capital Group, LP | 2 | 1 | 0.62% | 1.37% | 2.34% | Q3 2021 | Q1 2023 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Banco de Sabadell, S.A | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q1 2019 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.01% | 0.08% | 0.11% | Q2 2022 | Q1 2023 | 4 |
Guidant Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 4 |
Glenview Trust Co | 1 | 1 | 0.60% | 0.89% | 1.20% | Q4 2008 | Q4 2011 | 4 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KLCM Advisors, Inc. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q3 2019 | Q4 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.05% | 0.16% | 0.48% | Q4 2014 | Q3 2022 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
FLAHERTY & CRUMRINE INC | 4 | 4 | 1.38% | 1.45% | 1.61% | Q2 2013 | Q1 2014 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.59% | 0.62% | 0.65% | Q4 2022 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 3 | 1 | 0.02% | 0.12% | 0.32% | Q2 2014 | Q2 2015 | 4 |
Donoghue Forlines LLC | 2 | 1 | 0.19% | 0.44% | 0.71% | Q4 2017 | Q3 2019 | 4 |
JET CAPITAL INVESTORS L P | 3 | 3 | 3.89% | 6.42% | 8.07% | Q4 2019 | Q2 2020 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 4 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 4 | 1.99% | 2.55% | 3.10% | Q2 2021 | Q1 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 4 |
GLG Partners LP | 1 | 1 | 0.01% | 0.09% | 0.28% | Q3 2014 | Q4 2017 | 4 |
EVERENCE CAPITAL MANAGEMENT INC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.86% | 0.95% | 1.03% | Q4 2018 | Q4 2019 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 0.48% | 0.81% | 1.06% | Q2 2013 | Q1 2014 | 4 |
Longbow Capital Partners, L.P. | 2 | 1 | 2.86% | 3.95% | 4.74% | Q3 2014 | Q1 2016 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.08% | 0.26% | Q2 2021 | Q2 2022 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.01% | 0.45% | 0.63% | Q1 2020 | Q3 2022 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Atom Investors LP | 1 | 1 | 0.11% | 0.26% | 0.45% | Q1 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.03% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.10% | 0.19% | 0.31% | Q2 2013 | Q1 2014 | 4 |
CITIZENS & NORTHERN CORP | 4 | 4 | 0.40% | 0.40% | 0.41% | Q4 2014 | Q3 2015 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2016 | Q1 2017 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 1 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q1 2022 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Quinn Opportunity Partners LLC | 4 | 4 | 0.10% | 0.26% | 0.34% | Q4 2020 | Q3 2021 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ANDERSON HOAGLAND & CO | 4 | 4 | 1.00% | 1.06% | 1.15% | Q2 2016 | Q1 2017 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 2 | 1 | 0.18% | 0.29% | 0.42% | Q4 2019 | Q3 2022 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Castle Hook Partners LP | 1 | 1 | 0.65% | 2.76% | 6.07% | Q4 2016 | Q1 2020 | 4 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.13% | 0.28% | 0.40% | Q3 2014 | Q3 2022 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 1.74% | 2.18% | 2.87% | Q3 2018 | Q2 2019 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.74% | 2.57% | 5.19% | Q1 2020 | Q1 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
SEARLE & CO. | 3 | 1 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q4 2021 | 4 |
TradeLink Global Equity LLC | 3 | 1 | 0.19% | 0.56% | 1.45% | Q4 2013 | Q4 2014 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2020 | 4 |
Next Capital Management LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2016 | 4 |
Verger Capital Management LLC | 4 | 4 | 0.58% | 0.68% | 0.87% | Q2 2022 | Q1 2023 | 4 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 4 |
Achievement Holdings L.P. | 4 | 4 | 0.02% | 0.54% | 1.26% | Q4 2014 | Q3 2015 | 4 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q4 2019 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.40% | 0.44% | 0.49% | Q1 2019 | Q4 2019 | 4 |
BARDIN HILL MANAGEMENT PARTNERS LP | 4 | 4 | 1.21% | 2.20% | 3.30% | Q1 2021 | Q4 2021 | 4 |
Oceanic Investment Management LTD | 4 | 4 | 1.50% | 4.44% | 7.56% | Q3 2014 | Q2 2015 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2016 | Q3 2017 | 4 |
Lubar & Co., Inc | 4 | 4 | 0.11% | 0.18% | 0.25% | Q2 2013 | Q1 2014 | 4 |
NUANCE INVESTMENTS, LLC | 2 | 1 | 0.09% | 0.90% | 3.20% | Q3 2013 | Q4 2016 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.03% | 1.14% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAPITAL INTERNATIONAL LTD /CA/ | 3 | 1 | 0.02% | 0.17% | 0.44% | Q4 2018 | Q2 2020 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ausbil Investment Management Ltd | 4 | 4 | 1.60% | 2.22% | 2.54% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Grey Owl Capital Management, LLC | 4 | 4 | 3.15% | 3.39% | 3.55% | Q4 2013 | Q3 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.28% | 0.33% | 0.41% | Q4 2022 | Q3 2023 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 3 | 1 | 0.02% | 1.48% | 2.80% | Q4 2019 | Q4 2021 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.27% | 1.06% | 1.91% | Q3 2014 | Q3 2017 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q3 2018 | Q1 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.00% | 0.45% | 1.32% | Q4 2021 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
NWAM LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q4 2022 | 3 |
Santori & Peters, Inc. | 2 | 1 | 0.01% | 0.12% | 0.18% | Q4 2017 | Q4 2020 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
Wells Trecaso Financial Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.15% | 0.20% | Q4 2018 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Palouse Capital Management, Inc. | 3 | 3 | 0.66% | 0.80% | 0.92% | Q2 2013 | Q4 2013 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q2 2019 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.12% | 0.28% | 0.46% | Q1 2019 | Q1 2022 | 3 |
Wahed Invest LLC | 3 | 3 | 0.29% | 0.33% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2013 | 3 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q2 2023 | 3 |
Hartree Partners, LP | 2 | 1 | 0.57% | 1.15% | 1.65% | Q1 2020 | Q2 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q4 2019 | 3 |
Osborn Williams & Donohoe LLC | 2 | 1 | 0.01% | 0.14% | 0.22% | Q2 2013 | Q1 2019 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.16% | 0.39% | 0.74% | Q4 2018 | Q2 2021 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 1.84% | 2.11% | 2.54% | Q4 2016 | Q2 2017 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 3 |
AXS Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MITCHELL SINKLER & STARR/PA | 3 | 3 | 0.15% | 0.31% | 0.42% | Q2 2013 | Q4 2013 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Telos Capital Management, Inc. | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.14% | Q3 2021 | Q4 2022 | 3 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.09% | 0.16% | 0.29% | Q4 2013 | Q3 2015 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Investment Management Corp of Ontario | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2013 | 3 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.31% | 0.52% | 0.74% | Q3 2021 | Q1 2022 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 1 | 0.03% | 0.14% | 0.21% | Q2 2013 | Q2 2014 | 3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q4 2014 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kames Capital Management Ltd | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q4 2014 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.03% | 0.22% | 0.35% | Q2 2013 | Q4 2021 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 0.41% | 0.46% | 0.49% | Q1 2022 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2022 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.26% | 0.52% | 1.04% | Q2 2015 | Q2 2017 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.11% | 0.15% | 0.21% | Q2 2023 | Q4 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Wedmont Private Capital | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Widmann Financial Services, Inc. | 2 | 1 | 0.11% | 0.72% | 1.08% | Q4 2021 | Q3 2022 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.89% | 0.97% | 1.06% | Q4 2021 | Q2 2022 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Red Tortoise LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.19% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.45% | 0.46% | 0.47% | Q2 2019 | Q4 2021 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Grey Fox Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.95% | 0.97% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Sterneck Capital Management, LLC | 2 | 1 | 0.18% | 1.52% | 2.25% | Q2 2013 | Q1 2014 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 3 |
GLG INC. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2019 | 3 |
USA MUTUALS ADVISORS, INC. | 3 | 3 | 0.14% | 0.23% | 0.28% | Q1 2014 | Q3 2014 | 3 |
Vision Capital Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
BBVA USA Bancshares, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.70% | 0.87% | 1.01% | Q2 2016 | Q4 2016 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Manifold Partners, LLC | 2 | 1 | 1.60% | 1.83% | 2.04% | Q4 2013 | Q3 2014 | 3 |
Taconic Capital Advisors LP | 2 | 1 | 0.05% | 0.33% | 0.63% | Q2 2021 | Q1 2022 | 3 |
Tradeworx Inc. | 2 | 1 | 0.16% | 0.22% | 0.34% | Q1 2013 | Q2 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q4 2018 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 0.20% | 0.65% | 0.88% | Q1 2018 | Q3 2018 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Foyston, Gordon, & Payne Inc | 3 | 3 | 0.64% | 0.76% | 0.91% | Q2 2013 | Q4 2013 | 3 |
SUMMIT FINANCIAL GROUP, INC. | 3 | 3 | 0.18% | 0.19% | 0.21% | Q2 2017 | Q4 2017 | 3 |
Empyrean Capital Partners, LP | 2 | 2 | 0.72% | 1.40% | 2.78% | Q2 2013 | Q3 2013 | 3 |
Owl Creek Asset Management, L.P. | 3 | 3 | 2.27% | 3.61% | 4.61% | Q2 2021 | Q4 2021 | 3 |
Boit C F David | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Laffer Tengler Investments, Inc. | 2 | 1 | 0.01% | 0.27% | 0.42% | Q2 2016 | Q3 2023 | 3 |
Truehand, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Greylin Investment Management, Inc | 3 | 3 | 0.16% | 0.20% | 0.25% | Q4 2013 | Q2 2014 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.08% | 0.42% | 0.64% | Q2 2013 | Q4 2013 | 3 |
KOPP INVESTMENT ADVISORS LLC | 3 | 3 | 0.56% | 0.69% | 0.82% | Q1 2019 | Q3 2019 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q2 2022 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WADE G W & INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q2 2017 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.06% | 0.07% | 0.09% | Q3 2017 | Q2 2018 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 1.53% | 1.68% | 1.76% | Q4 2018 | Q2 2019 | 3 |
Summit X, LLC | 2 | 1 | 0.01% | 0.53% | 0.81% | Q2 2019 | Q3 2020 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Lakeside Wealth Management Group, LLC | 3 | 3 | 8.21% | 8.43% | 8.86% | Q3 2016 | Q1 2017 | 3 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2017 | Q4 2019 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
IBEX WEALTH ADVISORS | 3 | 3 | 0.48% | 0.55% | 0.60% | Q1 2019 | Q3 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q1 2017 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.08% | 0.18% | Q1 2018 | Q2 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SECOR Capital Advisors, LP | 2 | 2 | 0.07% | 0.15% | 0.22% | Q3 2015 | Q4 2015 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BAKER BOYER NATIONAL BANK | 2 | 2 | 1.77% | 1.80% | 1.82% | Q2 2013 | Q3 2013 | 2 |
Sheffield Asset Management, L.L.C. | 2 | 2 | 4.42% | 5.94% | 7.45% | Q1 2014 | Q2 2014 | 2 |
LUCUS ADVISORS LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q3 2015 | Q4 2015 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Sante Capital Fund, LP | 2 | 2 | 1.17% | 1.83% | 2.50% | Q2 2022 | Q3 2022 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.26% | 0.49% | Q1 2022 | Q3 2022 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q1 2013 | Q1 2016 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q4 2020 | 2 |
Howard Capital Management Inc. | 2 | 2 | 1.16% | 1.24% | 1.31% | Q4 2017 | Q1 2018 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 2 |
PDS Planning, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2014 | 2 |
WINSLOW ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Q3 Asset Management | 2 | 2 | 0.19% | 0.43% | 0.67% | Q1 2022 | Q2 2022 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.68% | 0.70% | 0.73% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2020 | Q3 2020 | 2 |
WEIK CAPITAL MANAGEMENT | 2 | 2 | 0.52% | 0.55% | 0.58% | Q2 2013 | Q3 2013 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.28% | 0.34% | 0.39% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Veritas Investment Management LLP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2013 | Q2 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 1.31% | 1.54% | 1.78% | Q1 2019 | Q2 2019 | 2 |
Enlightenment Research, LLC | 2 | 2 | 0.29% | 0.39% | 0.48% | Q1 2020 | Q2 2020 | 2 |
DLD Asset Management, LP | 2 | 2 | 0.62% | 0.87% | 1.12% | Q2 2021 | Q3 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.23% | 0.28% | 0.33% | Q3 2017 | Q4 2017 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
LGT Group Foundation | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Trifecta Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q2 2016 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q3 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MIG Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.59% | 0.60% | 0.60% | Q2 2022 | Q3 2022 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.19% | 0.23% | 0.28% | Q2 2014 | Q2 2015 | 2 |
CHAPIN DAVIS, INC. | 2 | 2 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q1 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.07% | 2.30% | 4.54% | Q2 2013 | Q3 2013 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
SAGE PRIVATE WEALTH GROUP, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2014 | Q1 2015 | 2 |
East Coast Asset Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Level Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.79% | 0.84% | 0.89% | Q1 2023 | Q2 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Sustainable Insight Capital Management, LLC | 2 | 2 | 0.98% | 2.25% | 3.52% | Q1 2019 | Q2 2019 | 2 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 2 |
COWA, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 1.17% | 1.61% | 2.05% | Q4 2017 | Q1 2018 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DAVIS R M INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q1 2022 | 2 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.69% | 0.70% | 0.72% | Q2 2013 | Q3 2013 | 2 |
Man Investments Ltd | 2 | 2 | 0.32% | 0.34% | 0.37% | Q1 2014 | Q2 2014 | 2 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 2 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 2 | 2 | 1.10% | 1.27% | 1.44% | Q3 2018 | Q4 2018 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
CORTLAND ADVISERS LLC | 2 | 2 | 2.47% | 2.57% | 2.66% | Q2 2013 | Q3 2013 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.96% | 1.16% | 1.34% | Q1 2023 | Q2 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Bath Savings Trust Co | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.58% | 0.59% | 0.60% | Q1 2019 | Q2 2019 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.22% | 0.31% | 0.40% | Q2 2013 | Q3 2013 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Sentinus, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.54% | 0.84% | 1.14% | Q1 2022 | Q2 2022 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.04% | 0.09% | 0.14% | Q3 2020 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
StrongBox Wealth, LLC | 2 | 2 | 0.28% | 0.45% | 0.62% | Q1 2020 | Q2 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Telemetry Investments, L.L.C. | 2 | 2 | 0.23% | 0.26% | 0.28% | Q4 2014 | Q1 2015 | 2 |
Lomas Capital Management, LLC | 2 | 2 | 2.62% | 3.96% | 5.30% | Q2 2016 | Q3 2016 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 1.70% | 1.80% | 1.90% | Q3 2021 | Q4 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Signition LP | 2 | 2 | 0.17% | 0.21% | 0.26% | Q3 2018 | Q4 2018 | 2 |
COURAGE CAPITAL MANAGEMENT LLC | 2 | 2 | 3.37% | 4.73% | 6.10% | Q3 2021 | Q4 2021 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.23% | 0.35% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
INVESCO, LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.17% | 0.61% | 1.04% | Q4 2013 | Q4 2017 | 2 |
BRIGHTON JONES LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q2 2017 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
SlateStone Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Maryland Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2016 | Q4 2016 | 2 |
SFMG, LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q4 2014 | Q1 2015 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.64% | 0.74% | 0.85% | Q4 2020 | Q1 2021 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.31% | 0.37% | 0.43% | Q4 2013 | Q2 2014 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.08% | 0.15% | Q2 2019 | Q2 2020 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Financial Council Asset Management Inc | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.30% | 0.60% | Q4 2014 | Q4 2018 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q3 2015 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
VICUS CAPITAL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 2.32% | 2.33% | 2.33% | Q2 2013 | Q3 2013 | 2 |
Members Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Austin Private Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q1 2017 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Nekton Capital Ltd. | 2 | 2 | 6.52% | 9.78% | 13.04% | Q2 2023 | Q3 2023 | 2 |
DCM Advisors, LLC | 1 | 1 | 0.15% | 0.36% | 0.57% | Q4 2020 | Q2 2022 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Tufton Capital Management | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q2 2016 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Callodine Capital Management, LP | 2 | 2 | 1.64% | 2.35% | 3.07% | Q3 2021 | Q4 2021 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.33% | 0.33% | 0.34% | Q4 2016 | Q1 2017 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Bares Capital Management | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 1.37% | 1.65% | 1.93% | Q3 2015 | Q4 2015 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.11% | 0.19% | 0.27% | Q1 2019 | Q2 2019 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.07% | 0.18% | 0.28% | Q2 2014 | Q3 2014 | 2 |
StellarOne CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2014 | Q1 2014 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Oak Thistle LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
SG3 Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
One Fin Capital Management LP | 1 | 1 | 8.59% | 8.59% | 8.59% | Q4 2021 | Q4 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2014 | Q4 2014 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Forward Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nair Vinay | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2014 | Q1 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
TIG Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2015 | Q3 2015 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Patten Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Dunvegan Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Violich Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2015 | Q3 2015 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Elgethun Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2016 | Q1 2016 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2016 | Q3 2016 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Adirondack Funds | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2016 | Q3 2016 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Kovitz Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Leucadia National | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ARGENT TRUST COMPANY, N.A. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2020 | Q4 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2018 | Q1 2018 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Islet Management, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2021 | Q4 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Opera Trading Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
American Institute for Advanced Investment Management, LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2016 | Q1 2016 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2017 | Q1 2017 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Alpha Family Trust | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Buckingham Capital Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PDT Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2015 | Q3 2015 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 7.30% | 7.30% | 7.30% | Q4 2021 | Q4 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2014 | Q2 2014 | 1 |
TigerShark Management, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2013 | Q2 2013 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2017 | Q2 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
MCIA Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2021 | Q4 2021 | 1 |
DF DENT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Firestone Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Infini Master Fund | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
TKG Advisors, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2022 | Q2 2022 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2022 | Q2 2022 | 1 |
Lipe & Dalton | 1 | 1 | 3.69% | 3.69% | 3.69% | Q2 2013 | Q2 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2018 | Q2 2018 | 1 |
CHARTWELL INVESTMENT PARTNERS/PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nexus Asset Management LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2014 | Q3 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blue Fin Capital, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2016 | Q1 2016 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wilson, Kemp & Associates, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Garrison Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
Sanibel Captiva Investment Advisers, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2013 | Q1 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Roystone Capital Management LP | 1 | 1 | 3.48% | 3.48% | 3.48% | Q4 2017 | Q4 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Leap Investments LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2014 | Q1 2014 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.81% | 1.81% | 1.81% | Q1 2021 | Q1 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Keene & Associates, Inc. | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 5.22% | 5.22% | 5.22% | Q1 2021 | Q1 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2020 | Q3 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Maple-Brown Abbott Ltd | 1 | 1 | 7.38% | 7.38% | 7.38% | Q3 2023 | Q3 2023 | 1 |
Samjo Capital LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2013 | Q3 2013 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2021 | Q4 2021 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2011 | Q4 2011 | 1 |
Doman Group, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Bill Few Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
DECADE RENEWABLE PARTNERS LP | 1 | 1 | 6.80% | 6.80% | 6.80% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2016 | Q4 2016 | 1 |
Retireful, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
MIROVA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2014 | Q3 2014 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Advisor OS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q4 2009 | Q4 2009 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2019 | Q2 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2016 | Q1 2016 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Corrigan Financial, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MONTRUSCO BOLTON INVESTMENTS INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRISTOL JOHN W & CO INC /NY/ | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2013 | Q2 2013 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
COWEN INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Aquila Investment Management LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2022 | Q2 2022 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2020 | Q1 2020 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own EXELON CORP or have owned EXELON CORP in the past.