Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 117 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 102 |
Walleye Trading LLC | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 96 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 33 | 8 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 95 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 90 |
Parallax Volatility Advisers, L.P. | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 55 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 54 |
D. E. Shaw & Co., Inc. | 30 | 9 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 51 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.04% | 0.13% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.12% | Q1 2012 | Q3 2023 | 49 |
PEAK6 Group LLC | 17 | 3 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q2 2018 | 48 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.03% | 0.08% | Q4 2011 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 47 |
MILLENNIUM MANAGEMENT LLC | 20 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 46 |
PEAK6 Investments LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 45 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.04% | 0.06% | 0.07% | Q2 2010 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 44 |
GLENMEDE TRUST CO NA | 42 | 2 | 0.00% | 0.11% | 0.36% | Q1 2009 | Q3 2023 | 44 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.04% | 0.05% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.04% | 0.05% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 43 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.16% | 0.42% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.06% | 0.88% | 1.65% | Q2 2013 | Q3 2023 | 42 |
Diversified Investment Strategies, LLC | 42 | 42 | 0.66% | 1.27% | 2.16% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.22% | 0.42% | 1.17% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Gotham Asset Management, LLC | 42 | 42 | 0.00% | 0.24% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.34% | 0.64% | 1.02% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Clean Yield Group | 42 | 42 | 0.62% | 1.20% | 1.78% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.98% | 1.25% | 1.70% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.48% | 0.59% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.00% | 0.24% | 0.56% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.23% | 1.60% | 2.50% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MCDONALD CAPITAL INVESTORS INC/CA | 42 | 42 | 0.18% | 7.30% | 10.42% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.06% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.35% | 0.91% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.23% | 0.57% | 1.42% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.04% | 0.05% | Q2 2012 | Q4 2022 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.95% | 1.12% | 1.31% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.18% | 0.35% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.25% | 0.48% | 1.03% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Paloma Partners Management Co | 19 | 1 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q1 2022 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.20% | 0.25% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.08% | 0.32% | 1.43% | Q2 2013 | Q3 2023 | 42 |
COMPASS CAPITAL MANAGEMENT, INC | 42 | 42 | 2.87% | 3.81% | 4.23% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.21% | 0.33% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 27 | 2 | 0.00% | 0.00% | 0.04% | Q1 2012 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 1.04% | 1.59% | 2.56% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.19% | 0.23% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.08% | 0.45% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.19% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.15% | 0.30% | 0.61% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.14% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.05% | 0.05% | 0.06% | Q3 2013 | Q3 2023 | 41 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 39 | 2 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
TRUIST FINANCIAL CORP | 39 | 2 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
NOMURA HOLDINGS INC | 14 | 4 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 25 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 39 | 2 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 41 |
CAMBIAR INVESTORS LLC | 41 | 41 | 0.01% | 0.18% | 0.52% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 32 | 9 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
FEDERATED HERMES, INC. | 26 | 15 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.01% | 0.08% | 0.19% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
JLB & ASSOCIATES INC | 26 | 15 | 0.54% | 1.29% | 2.27% | Q2 2013 | Q3 2023 | 41 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 33 | 8 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 41 |
BAXTER BROS INC | 30 | 11 | 0.11% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 41 |
STRS OHIO | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
MARSHFIELD ASSOCIATES | 37 | 4 | 3.25% | 4.97% | 7.04% | Q2 2013 | Q3 2023 | 41 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2023 | 40 |
HENDLEY & CO INC | 28 | 12 | 0.64% | 1.50% | 1.98% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.25% | 0.78% | 1.13% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.01% | 0.05% | 0.35% | Q4 2013 | Q4 2023 | 40 |
AQR Capital Management | 35 | 5 | 0.00% | 0.11% | 0.37% | Q3 2013 | Q3 2023 | 40 |
Neuberger Berman Group LLC | 15 | 11 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 30 | 2 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 33 | 7 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
EVERETT HARRIS & CO /CA/ | 40 | 40 | 0.21% | 0.42% | 0.72% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 5 | 0.02% | 0.23% | 0.41% | Q2 2013 | Q2 2023 | 39 |
ASSETMARK, INC | 23 | 16 | 0.00% | 0.05% | 0.42% | Q3 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2023 | 39 |
CWM, LLC | 29 | 2 | 0.00% | 0.45% | 1.66% | Q3 2013 | Q3 2023 | 39 |
ARMSTRONG HENRY H ASSOCIATES INC | 39 | 39 | 0.04% | 0.07% | 0.09% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 36 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
MUFG Americas Holdings Corp | 36 | 1 | 0.00% | 0.05% | 0.31% | Q4 2010 | Q3 2022 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 1 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.14% | 0.37% | 0.54% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.02% | 0.16% | 1.17% | Q2 2013 | Q3 2022 | 38 |
Janney Montgomery Scott LLC | 37 | 1 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 38 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 28 | 4 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 38 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q4 2021 | 37 |
PGGM Investments | 31 | 1 | 0.03% | 0.20% | 0.55% | Q1 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32 | 4 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q2 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.22% | 0.49% | 1.05% | Q2 2013 | Q3 2023 | 37 |
RWC Asset Management LLP | 37 | 37 | 0.04% | 0.65% | 1.23% | Q4 2013 | Q4 2022 | 37 |
SAWGRASS ASSET MANAGEMENT LLC | 30 | 7 | 0.43% | 1.55% | 2.55% | Q2 2014 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 29 | 8 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 37 |
BOKF, NA | 32 | 2 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 37 |
Candriam S.C.A. | 34 | 1 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
TRUST CO OF VERMONT | 31 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 36 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 0.50% | 0.61% | 0.70% | Q4 2014 | Q3 2023 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 5 | 0.00% | 0.10% | 0.49% | Q2 2013 | Q1 2023 | 36 |
Allianz Asset Management GmbH | 24 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2022 | 36 |
AIMZ Investment Advisors, LLC | 36 | 36 | 1.81% | 2.25% | 2.46% | Q4 2014 | Q3 2023 | 36 |
Veritable, L.P. | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q2 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 1.54% | 1.87% | 2.17% | Q4 2014 | Q3 2023 | 36 |
WEBSTER BANK, N. A. | 28 | 7 | 0.00% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 35 |
America First Investment Advisors, LLC | 35 | 35 | 2.74% | 4.28% | 5.77% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
PRUDENTIAL PLC | 31 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 35 |
BOSTON FINANCIAL MANGEMENT LLC | 35 | 35 | 0.02% | 0.46% | 0.94% | Q1 2015 | Q3 2023 | 35 |
United Asset Strategies, Inc. | 35 | 35 | 0.25% | 0.85% | 1.48% | Q4 2014 | Q2 2023 | 35 |
Advisory Services Network, LLC | 26 | 1 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 34 |
MACKENZIE FINANCIAL CORP | 22 | 12 | 0.00% | 0.03% | 0.26% | Q4 2013 | Q3 2023 | 34 |
BURNEY CO/ | 30 | 4 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2022 | 34 |
FIDUCIARY MANAGEMENT INC /WI/ | 34 | 34 | 1.29% | 2.66% | 3.24% | Q2 2013 | Q3 2021 | 34 |
Twin Tree Management, LP | 12 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q1 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.24% | 0.54% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
DnB Asset Management AS | 32 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.04% | 0.07% | Q2 2013 | Q3 2021 | 34 |
Burgundy Asset Management Ltd. | 34 | 34 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2022 | 34 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 34 | 34 | 0.04% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Meiji Yasuda Asset Management Co Ltd. | 19 | 14 | 0.02% | 0.13% | 0.32% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q4 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
TWIN CAPITAL MANAGEMENT INC | 33 | 33 | 0.03% | 0.35% | 0.64% | Q4 2014 | Q4 2022 | 33 |
ZEVIN ASSET MANAGEMENT LLC | 33 | 33 | 0.89% | 1.30% | 1.88% | Q3 2015 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
JENSEN INVESTMENT MANAGEMENT INC | 28 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 33 |
Advisors Asset Management, Inc. | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Employees Retirement System of Texas | 33 | 33 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q2 2021 | 33 |
Boston Partners | 16 | 3 | 0.00% | 0.15% | 0.49% | Q1 2014 | Q3 2023 | 33 |
Caprock Group, LLC | 25 | 8 | 0.02% | 0.66% | 3.95% | Q4 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 33 |
National Pension Service | 33 | 33 | 0.04% | 0.06% | 0.07% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
Bristlecone Advisors, LLC | 32 | 32 | 0.10% | 0.44% | 0.58% | Q4 2015 | Q3 2023 | 32 |
Alberta Investment Management Corp | 15 | 1 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q1 2023 | 32 |
MARATHON ASSET MANAGEMENT LLP | 32 | 32 | 0.30% | 0.61% | 1.06% | Q3 2013 | Q2 2021 | 32 |
PARSONS CAPITAL MANAGEMENT INC/RI | 31 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.09% | 0.36% | Q2 2013 | Q1 2021 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.09% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.05% | 0.07% | 0.12% | Q1 2016 | Q4 2023 | 32 |
MISSION WEALTH MANAGEMENT, LP | 31 | 1 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q3 2023 | 32 |
PROFUND ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 32 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 32 | 32 | 3.51% | 12.14% | 27.11% | Q4 2015 | Q3 2023 | 32 |
Epoch Investment Partners, Inc. | 32 | 32 | 0.01% | 0.11% | 0.34% | Q4 2015 | Q3 2023 | 32 |
SCHWARTZ INVESTMENT COUNSEL INC | 28 | 4 | 0.03% | 0.46% | 0.74% | Q2 2013 | Q2 2021 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.01% | 0.10% | 0.48% | Q4 2015 | Q3 2023 | 32 |
PARNASSUS INVESTMENTS, LLC | 32 | 32 | 0.11% | 0.94% | 2.88% | Q2 2013 | Q1 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.11% | 0.31% | Q4 2015 | Q3 2023 | 32 |
VAN ECK ASSOCIATES CORP | 18 | 1 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 32 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2023 | 32 |
St. James Investment Company, LLC | 25 | 6 | 0.04% | 3.89% | 6.11% | Q2 2013 | Q2 2021 | 31 |
FDx Advisors, Inc. | 18 | 2 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.07% | 0.27% | Q2 2013 | Q4 2020 | 31 |
ONTARIO TEACHERS PENSION PLAN BOARD | 25 | 1 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 31 |
WINTON GROUP Ltd | 29 | 1 | 0.01% | 0.20% | 0.55% | Q2 2014 | Q1 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.21% | 0.28% | 0.41% | Q1 2016 | Q3 2023 | 31 |
ALPS ADVISORS INC | 23 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 31 |
Cubist Systematic Strategies, LLC | 23 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 31 | 31 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
WMS Partners, LLC | 24 | 7 | 0.04% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 31 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q4 2020 | 31 |
Evercore Wealth Management, LLC | 30 | 30 | 0.01% | 0.05% | 0.36% | Q2 2013 | Q3 2020 | 30 |
Squarepoint Ops LLC | 17 | 6 | 0.01% | 0.07% | 0.28% | Q3 2015 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
PARK NATIONAL CORP /OH/ | 30 | 30 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 30 |
Atria Investments, Inc | 14 | 8 | 0.01% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 30 |
CIBC WORLD MARKETS CORP | 28 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 30 |
BANK OF NOVA SCOTIA | 28 | 2 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.04% | 0.08% | 0.11% | Q1 2016 | Q3 2023 | 30 |
PARADIGM ASSET MANAGEMENT CO LLC | 24 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 30 |
Front Street Capital Management, Inc. | 30 | 30 | 0.87% | 2.30% | 4.83% | Q2 2016 | Q3 2023 | 30 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 29 |
Select Equity Group, L.P. | 26 | 1 | 0.04% | 1.22% | 3.12% | Q1 2014 | Q4 2022 | 29 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 0.20% | 0.38% | 0.69% | Q3 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 18 | 11 | 0.01% | 0.12% | 0.36% | Q2 2014 | Q3 2023 | 29 |
QS Investors, LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q4 2020 | 29 |
PineBridge Investments, L.P. | 9 | 1 | 0.00% | 0.10% | 0.29% | Q1 2014 | Q3 2023 | 29 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 2 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q3 2023 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.13% | 0.14% | 0.16% | Q4 2014 | Q3 2021 | 28 |
Tandem Investment Advisors, Inc. | 28 | 28 | 1.58% | 2.65% | 3.47% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
BROWN ADVISORY INC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
IBM Retirement Fund | 15 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
Saratoga Research & Investment Management | 28 | 28 | 0.24% | 1.91% | 3.34% | Q1 2014 | Q4 2020 | 28 |
Tensile Capital Management | 28 | 28 | 1.65% | 8.40% | 14.65% | Q4 2013 | Q3 2020 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.12% | 0.26% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 23 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
ING GROEP NV | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 28 |
Rathbones Group PLC | 26 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 28 |
Rafferty Asset Management, LLC | 15 | 2 | 0.00% | 0.04% | 0.32% | Q4 2013 | Q3 2023 | 27 |
Harfst & Associates, Inc. | 27 | 27 | 0.13% | 0.46% | 0.70% | Q1 2017 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.08% | 0.10% | 0.17% | Q2 2013 | Q4 2019 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 27 |
STEWART & PATTEN CO LLC | 27 | 27 | 0.05% | 0.08% | 0.10% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 27 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 27 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q2 2023 | 27 |
Glassman Wealth Services | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BBVA USA Bancshares, Inc. | 27 | 27 | 0.10% | 0.43% | 0.53% | Q3 2014 | Q1 2021 | 27 |
Assenagon Asset Management S.A. | 15 | 12 | 0.01% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.23% | 0.83% | Q2 2015 | Q3 2023 | 27 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
EXANE DERIVATIVES | 17 | 10 | 0.00% | 0.32% | 2.43% | Q1 2015 | Q2 2022 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2020 | 26 |
BROWN BROTHERS HARRIMAN & CO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 26 |
Sigma Planning Corp | 10 | 3 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 26 |
CIGNA INVESTMENTS INC /NEW | 23 | 3 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.16% | 0.39% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.14% | 0.42% | Q2 2013 | Q3 2019 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2020 | 26 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 15 | 1 | 0.01% | 0.29% | 0.65% | Q2 2013 | Q2 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 26 |
PUTNAM INVESTMENTS LLC | 17 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 26 |
AXA S.A. | 24 | 2 | 0.00% | 0.10% | 0.28% | Q1 2017 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 14 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 12 | 0.01% | 0.37% | 0.77% | Q1 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.46% | 0.77% | 1.00% | Q2 2013 | Q3 2019 | 26 |
Fisher Asset Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2022 | 26 |
Perkins Coie Trust Co | 25 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 26 |
HUSSMAN STRATEGIC ADVISORS, INC. | 12 | 3 | 0.02% | 0.55% | 0.96% | Q2 2015 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 1.13% | 3.16% | Q2 2013 | Q2 2019 | 25 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.06% | 0.48% | Q1 2015 | Q4 2022 | 25 |
Achmea Investment Management B.V. | 13 | 12 | 0.10% | 0.23% | 0.51% | Q1 2017 | Q3 2023 | 25 |
FIRST FINANCIAL CORP /IN/ | 25 | 25 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.04% | 0.16% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2022 | 25 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.86% | 1.19% | 1.43% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 24 |
Mirae Asset Global Investments Co., Ltd. | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
GRIMES & COMPANY, INC. | 24 | 24 | 0.03% | 0.28% | 0.74% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 24 |
BEACON FINANCIAL GROUP | 24 | 24 | 0.12% | 0.48% | 0.70% | Q3 2013 | Q2 2019 | 24 |
FORSTA AP-FONDEN | 17 | 7 | 0.06% | 0.17% | 0.39% | Q3 2016 | Q3 2023 | 24 |
NORTHSTAR INVESTMENT ADVISORS LLC | 22 | 2 | 0.05% | 0.09% | 0.11% | Q1 2015 | Q2 2021 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Quantitative Investment Management, LLC | 10 | 1 | 0.02% | 0.10% | 0.32% | Q2 2013 | Q1 2023 | 24 |
GAM Holding AG | 22 | 2 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q4 2019 | 24 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 15 | 9 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.40% | 0.53% | 0.64% | Q4 2017 | Q3 2023 | 24 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 13 | 1 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 19 | 5 | 0.00% | 0.04% | 0.33% | Q3 2015 | Q4 2023 | 24 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.04% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Clarius Group, LLC | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.11% | 0.24% | 0.47% | Q4 2017 | Q3 2023 | 24 |
ROYCE & ASSOCIATES LP | 24 | 24 | 0.01% | 0.18% | 0.27% | Q2 2013 | Q1 2019 | 24 |
DDD Partners, LLC | 24 | 24 | 0.34% | 0.50% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 19 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 23 |
Brandywine Global Investment Management, LLC | 12 | 11 | 0.00% | 0.05% | 0.23% | Q2 2016 | Q3 2023 | 23 |
Cutler Group LLC / CA | 5 | 3 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q3 2019 | 23 |
WEDBUSH SECURITIES INC | 22 | 1 | 0.02% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 23 |
WASHINGTON TRUST BANK | 21 | 1 | 0.01% | 0.12% | 0.68% | Q1 2014 | Q2 2023 | 23 |
Sterling Capital Management LLC | 23 | 23 | 0.00% | 0.12% | 0.44% | Q1 2014 | Q3 2019 | 23 |
Jackson Square Partners, LLC | 23 | 23 | 0.27% | 0.45% | 0.64% | Q2 2014 | Q4 2019 | 23 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.01% | 0.08% | 0.36% | Q3 2013 | Q1 2021 | 23 |
Cypress Capital Group | 19 | 4 | 0.05% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 23 |
NATIXIS | 7 | 1 | 0.00% | 0.10% | 0.44% | Q2 2013 | Q4 2022 | 23 |
Pensionfund DSM Netherlands | 16 | 7 | 0.05% | 0.42% | 0.59% | Q4 2015 | Q4 2021 | 23 |
FULLER & THALER ASSET MANAGEMENT, INC. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Southeast Asset Advisors Inc. | 23 | 23 | 0.08% | 0.28% | 0.48% | Q3 2015 | Q1 2021 | 23 |
Oak Asset Management, LLC | 18 | 5 | 1.05% | 1.61% | 1.97% | Q4 2017 | Q3 2023 | 23 |
ASHFORD CAPITAL MANAGEMENT INC | 23 | 23 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
STEPHENS INC /AR/ | 22 | 1 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 23 |
WADDELL & REED FINANCIAL INC | 23 | 23 | 0.22% | 0.26% | 0.32% | Q2 2013 | Q4 2018 | 23 |
USS Investment Management Ltd | 14 | 1 | 0.05% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 22 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 22 | 22 | 0.11% | 0.29% | 0.38% | Q4 2015 | Q1 2021 | 22 |
Moloney Securities Asset Management, LLC | 13 | 4 | 0.06% | 0.13% | 0.45% | Q4 2016 | Q3 2023 | 22 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 22 | 22 | 0.04% | 0.92% | 2.08% | Q2 2013 | Q3 2018 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2018 | 22 |
ZEKE CAPITAL ADVISORS, LLC | 22 | 22 | 0.05% | 0.15% | 0.33% | Q3 2017 | Q4 2022 | 22 |
FORT, L.P. | 22 | 22 | 0.03% | 0.47% | 0.73% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
International Value Advisers | 22 | 22 | 2.06% | 4.57% | 6.59% | Q2 2013 | Q3 2018 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Pensionfund Sabic | 15 | 7 | 0.39% | 0.49% | 0.67% | Q4 2015 | Q3 2021 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 22 |
GREENLEAF TRUST | 19 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 18 | 4 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 22 |
Keel Point, LLC | 21 | 21 | 0.03% | 0.32% | 0.63% | Q3 2018 | Q3 2023 | 21 |
Lenox Wealth Management, Inc. | 13 | 8 | 0.00% | 0.06% | 0.29% | Q4 2013 | Q2 2020 | 21 |
TDAM USA INC. | 15 | 1 | 0.01% | 0.20% | 0.34% | Q2 2013 | Q3 2020 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 21 |
PRIVATE TRUST CO NA | 13 | 1 | 0.02% | 0.05% | 0.15% | Q1 2013 | Q3 2023 | 21 |
Banco Santander, S.A. | 21 | 21 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.12% | 0.35% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Unigestion Holding SA | 15 | 6 | 0.03% | 0.46% | 1.11% | Q2 2018 | Q3 2023 | 21 |
BREMER TRUST NATIONAL ASSOCIATION | 21 | 21 | 0.04% | 0.55% | 1.11% | Q4 2013 | Q4 2018 | 21 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 4 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2022 | 21 |
Penserra Capital Management LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
IMPAX ASSET MANAGEMENT LLC | 21 | 21 | 0.08% | 0.18% | 0.48% | Q2 2013 | Q2 2018 | 21 |
Ironwood Investment Counsel, LLC | 21 | 21 | 0.11% | 0.24% | 0.50% | Q4 2013 | Q4 2018 | 21 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.08% | 0.44% | Q4 2014 | Q2 2023 | 21 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2023 | 21 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 1 | 0.02% | 0.12% | 0.25% | Q3 2014 | Q1 2023 | 20 |
Zurich Insurance Group Ltd/FI | 8 | 2 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q2 2023 | 20 |
NWAM LLC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q2 2023 | 20 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 20 | 20 | 0.01% | 0.05% | 0.11% | Q1 2015 | Q4 2019 | 20 |
Arjuna Capital | 20 | 20 | 0.45% | 1.06% | 1.91% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Hardy Reed LLC | 20 | 20 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.07% | 0.19% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Merriman Wealth Management, LLC | 16 | 2 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q4 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2017 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2022 | 20 |
MainStreet Investment Advisors LLC | 18 | 2 | 0.03% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Tredje AP-fonden | 11 | 4 | 0.00% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.00% | 0.08% | 0.45% | Q2 2015 | Q1 2020 | 20 |
Dorsey & Whitney Trust CO LLC | 19 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 20 |
FineMark National Bank & Trust | 15 | 5 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2018 | 20 |
EADS & HEALD WEALTH MANAGEMENT | 20 | 20 | 0.44% | 1.21% | 1.45% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
LORD, ABBETT & CO. LLC | 11 | 2 | 0.02% | 0.08% | 0.24% | Q4 2015 | Q3 2023 | 20 |
ST GERMAIN D J CO INC | 17 | 3 | 0.00% | 0.85% | 1.68% | Q2 2013 | Q4 2023 | 20 |
Fruth Investment Management | 14 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2023 | 20 |
Summit Asset Management, LLC | 19 | 1 | 0.09% | 0.32% | 0.40% | Q3 2018 | Q3 2023 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
GREAT LAKES ADVISORS, LLC | 10 | 10 | 0.00% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.29% | 0.48% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FIRST INTERSTATE BANK | 20 | 20 | 0.00% | 0.11% | 0.14% | Q3 2015 | Q2 2020 | 20 |
Vident Investment Advisory, LLC | 9 | 2 | 0.00% | 0.08% | 0.30% | Q2 2015 | Q2 2023 | 20 |
WESTWOOD HOLDINGS GROUP INC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q4 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.35% | 0.47% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Manchester Capital Management LLC | 13 | 7 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 20 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.43% | Q4 2015 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.17% | 0.19% | 0.23% | Q2 2018 | Q4 2022 | 19 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 19 | 19 | 0.29% | 0.60% | 1.85% | Q2 2013 | Q4 2017 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Venturi Wealth Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 19 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 19 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 19 | 19 | 0.07% | 0.16% | 0.30% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
AGF Investments LLC | 10 | 9 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q2 2022 | 19 |
NAPLES GLOBAL ADVISORS, LLC | 19 | 19 | 0.12% | 0.15% | 0.20% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Wealthspire Advisors, L.P. | 17 | 2 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2020 | 19 |
People's United Financial, Inc. | 11 | 3 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q1 2022 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 2 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 19 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 15 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2018 | 19 |
CAPTRUST FINANCIAL ADVISORS | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Ruane, Cunniff & Goldfarb | 19 | 19 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2017 | 19 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.06% | 0.43% | Q3 2013 | Q4 2022 | 19 |
CONNING INC. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2021 | 18 |
TIVERTON ASSET MANAGEMENT LLC | 17 | 1 | 0.01% | 0.89% | 2.01% | Q2 2013 | Q4 2017 | 18 |
Symmetry Partners, LLC | 15 | 3 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q4 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
CI INVESTMENTS INC. | 14 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 1.03% | 1.19% | 1.38% | Q2 2019 | Q3 2023 | 18 |
Summit Trail Advisors, LLC | 15 | 1 | 0.24% | 3.48% | 10.56% | Q4 2017 | Q3 2023 | 18 |
MV CAPITAL MANAGEMENT, INC. | 16 | 2 | 0.00% | 0.19% | 0.33% | Q2 2016 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.05% | 0.43% | Q2 2013 | Q3 2023 | 18 |
Ariel Investments | 10 | 8 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q2 2019 | 18 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q4 2022 | 18 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.04% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Silver Lake Advisory, LLC | 16 | 2 | 0.17% | 0.20% | 0.23% | Q4 2018 | Q2 2023 | 18 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.00% | 0.10% | 0.38% | Q2 2009 | Q2 2020 | 18 |
1832 Asset Management L.P. | 17 | 1 | 0.00% | 0.13% | 0.19% | Q2 2016 | Q3 2023 | 18 |
TOTH FINANCIAL ADVISORY CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 18 |
OSSIAM | 18 | 18 | 0.01% | 0.09% | 0.28% | Q2 2019 | Q3 2023 | 18 |
TOBAM | 13 | 5 | 0.00% | 0.03% | 0.13% | Q2 2014 | Q3 2023 | 18 |
FCF Advisors LLC | 8 | 1 | 0.45% | 0.90% | 1.06% | Q4 2014 | Q4 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Freedom Investment Management, Inc. | 12 | 3 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 18 |
BARINGS LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q4 2021 | 18 |
Ledyard National Bank | 18 | 18 | 0.00% | 0.15% | 0.87% | Q2 2013 | Q3 2017 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Tarbox Family Office, Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
ROCKLAND TRUST CO | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 17 |
PRIMECAP MANAGEMENT CO/CA/ | 17 | 17 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q2 2017 | 17 |
PERKINS CAPITAL MANAGEMENT INC | 17 | 17 | 0.56% | 0.78% | 0.99% | Q2 2015 | Q2 2019 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Copeland Capital Management, LLC | 14 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 17 |
Ruane, Cunniff & Goldfarb L.P. | 17 | 17 | 0.06% | 0.10% | 0.12% | Q1 2018 | Q1 2022 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q4 2023 | 17 |
McKinley Carter Wealth Services, Inc. | 17 | 17 | 0.07% | 0.75% | 1.06% | Q4 2015 | Q4 2019 | 17 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.14% | 0.28% | Q4 2015 | Q4 2022 | 17 |
Arlington Partners LLC | 13 | 4 | 0.03% | 0.43% | 1.34% | Q4 2017 | Q2 2022 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q4 2022 | 17 |
Grantham, Mayo, Van Otterloo & Co. LLC | 17 | 17 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q2 2017 | 17 |
ASHMORE WEALTH MANAGEMENT LLC | 17 | 17 | 2.47% | 3.38% | 4.46% | Q2 2013 | Q2 2017 | 17 |
TCW GROUP INC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Magnetar Financial LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 17 |
MML INVESTORS SERVICES, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 17 |
FIRST QUADRANT LLC/CA | 10 | 7 | 0.00% | 0.16% | 0.33% | Q1 2015 | Q4 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
SUNTRUST BANKS INC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.17% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Ballentine Partners, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.08% | 0.15% | 0.19% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Ionic Capital Management LLC | 7 | 7 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q4 2014 | 17 |
MIDDLETON & CO INC/MA | 17 | 17 | 0.04% | 0.77% | 1.62% | Q4 2013 | Q4 2017 | 17 |
SHEETS SMITH WEALTH MANAGEMENT | 17 | 17 | 0.37% | 0.55% | 0.75% | Q4 2015 | Q4 2019 | 17 |
CLEARARC CAPITAL INC | 17 | 17 | 0.04% | 0.04% | 0.06% | Q1 2015 | Q1 2019 | 17 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.05% | 0.06% | Q4 2015 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.84% | 0.94% | 1.14% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 16 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q4 2020 | 16 |
Artisan Partners Limited Partnership | 15 | 1 | 0.04% | 0.09% | 0.14% | Q2 2014 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.12% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 16 |
South Dakota Investment Council | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.08% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.11% | 0.34% | 0.54% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q1 2017 | 16 |
Values First Advisors, Inc. | 16 | 16 | 1.07% | 1.29% | 1.59% | Q4 2019 | Q3 2023 | 16 |
WEALTHFRONT Corp | 9 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2018 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.08% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.08% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Weiss Multi-Strategy Advisers LLC | 6 | 2 | 0.01% | 0.10% | 0.60% | Q2 2013 | Q2 2022 | 16 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.14% | 0.38% | Q2 2013 | Q1 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.26% | 0.36% | 0.50% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.28% | 0.32% | 0.38% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Pegasus Partners Ltd. | 14 | 1 | 0.03% | 0.29% | 0.55% | Q3 2018 | Q2 2023 | 16 |
Barnett & Company, Inc. | 13 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2020 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.03% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q2 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.12% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.45% | 0.54% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Elk Creek Partners, LLC | 16 | 16 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2018 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Checchi Capital Advisers, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.22% | 0.35% | 0.95% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.12% | 0.20% | 0.25% | Q2 2013 | Q1 2017 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.08% | 0.23% | Q2 2016 | Q1 2023 | 16 |
PrairieView Partners, LLC | 15 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q3 2023 | 16 |
Avestar Capital, LLC | 10 | 6 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.03% | 0.14% | 0.30% | Q4 2018 | Q3 2022 | 16 |
Chapman Investment Management, LLC | 16 | 16 | 1.92% | 2.50% | 4.56% | Q4 2019 | Q3 2023 | 16 |
WINTRUST INVESTMENTS LLC | 8 | 2 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 4 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NuWave Investment Management, LLC | 4 | 1 | 0.00% | 0.16% | 0.49% | Q3 2013 | Q1 2022 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 15 |
CITIZENS & NORTHERN CORP | 15 | 15 | 0.26% | 0.67% | 1.22% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
ArrowMark Colorado Holdings LLC | 15 | 15 | 0.01% | 0.57% | 1.44% | Q3 2013 | Q1 2017 | 15 |
Dai-ichi Life Insurance Company, Ltd | 12 | 3 | 0.01% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 15 |
First Eagle Investment Management, LLC | 15 | 15 | 0.56% | 0.72% | 0.84% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
NBT BANK N A /NY | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Echo Street Capital Management LLC | 6 | 1 | 0.00% | 0.24% | 0.80% | Q1 2014 | Q3 2022 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Vestmark Advisory Solutions, Inc. | 11 | 4 | 0.02% | 0.09% | 0.27% | Q1 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
ADVISOR PARTNERS LLC | 10 | 5 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.04% | 0.04% | Q3 2011 | Q3 2015 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 15 |
Daniel Devine & Co | 15 | 15 | 0.51% | 0.97% | 1.26% | Q4 2014 | Q2 2018 | 15 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
TOWNSQUARE CAPITAL LLC | 9 | 6 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2020 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.01% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.04% | 0.07% | 0.08% | Q3 2016 | Q1 2020 | 15 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
DELTA LLOYD NV | 15 | 15 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2017 | 15 |
Morse Asset Management, Inc | 15 | 15 | 0.24% | 0.65% | 1.05% | Q1 2017 | Q3 2020 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.05% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Donald L. Hagan, LLC | 14 | 14 | 0.41% | 0.96% | 1.29% | Q4 2014 | Q1 2018 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Kiwi Wealth Investments Limited Partnership | 14 | 14 | 0.22% | 0.26% | 0.32% | Q1 2020 | Q2 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
NCM Capital Advisers, Inc. | 14 | 14 | 0.46% | 0.77% | 1.27% | Q2 2013 | Q3 2016 | 14 |
TRUE Private Wealth Advisors | 13 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 14 |
Richard Bernstein Advisors LLC | 10 | 4 | 0.09% | 0.13% | 0.19% | Q2 2018 | Q3 2022 | 14 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2016 | 14 |
Calamos Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CWS Financial Advisors, LLC | 8 | 2 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.21% | 0.35% | 0.47% | Q2 2013 | Q3 2016 | 14 |
NumerixS Investment Technologies Inc | 5 | 2 | 0.00% | 0.10% | 0.24% | Q1 2015 | Q3 2019 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 0.35% | 0.78% | 2.19% | Q2 2013 | Q3 2016 | 14 |
FIL Ltd | 12 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2021 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.07% | 0.13% | 0.20% | Q4 2018 | Q1 2022 | 14 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.01% | 0.07% | 0.49% | Q2 2013 | Q4 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.13% | 0.20% | Q4 2015 | Q4 2019 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 14 | 0.04% | 0.34% | 0.63% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.02% | 0.14% | Q4 2015 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
HARBOUR INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.66% | 0.77% | 0.87% | Q2 2013 | Q3 2016 | 14 |
OLD NATIONAL BANCORP /IN/ | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.02% | 0.14% | 0.41% | Q2 2013 | Q1 2020 | 14 |
BP PLC | 8 | 6 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 14 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 14 | 0.03% | 0.74% | 1.37% | Q2 2013 | Q3 2016 | 14 |
AHL Partners LLP | 14 | 14 | 0.01% | 0.13% | 0.44% | Q3 2014 | Q4 2017 | 14 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 13 |
Douglass Winthrop Advisors, LLC | 12 | 1 | 0.01% | 0.06% | 0.58% | Q2 2013 | Q2 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2018 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Hillsdale Investment Management Inc. | 10 | 3 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q4 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Ensemble Capital Management | 13 | 13 | 0.43% | 2.55% | 3.95% | Q2 2013 | Q2 2016 | 13 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 13 |
Sequent Asset Management, LLC | 13 | 13 | 0.47% | 0.66% | 1.08% | Q2 2013 | Q2 2016 | 13 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.09% | 0.23% | 0.44% | Q4 2017 | Q4 2020 | 13 |
AJO, LP | 5 | 1 | 0.00% | 0.20% | 1.12% | Q2 2015 | Q4 2020 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7 | 6 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 13 | 13 | 0.08% | 0.11% | 0.16% | Q4 2017 | Q4 2020 | 13 |
Independent Advisor Alliance | 13 | 13 | 0.00% | 0.37% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 7 | 6 | 0.01% | 0.07% | 0.17% | Q2 2010 | Q3 2019 | 13 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.03% | 0.21% | 0.69% | Q3 2012 | Q3 2023 | 13 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.21% | 0.28% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Mariner, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Mosaic Family Wealth, LLC | 8 | 5 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2019 | 13 |
Gratus Capital, LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2021 | 13 |
Capital Analysts, LLC | 11 | 2 | 0.06% | 0.09% | 0.12% | Q4 2012 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.10% | 0.52% | Q2 2013 | Q3 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2022 | 13 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
ALGERT GLOBAL LLC | 9 | 1 | 0.01% | 0.10% | 0.30% | Q2 2015 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 11 | 1 | 0.01% | 0.06% | 0.34% | Q1 2019 | Q2 2022 | 12 |
Summit Global Investments | 8 | 2 | 0.02% | 0.39% | 1.31% | Q2 2017 | Q2 2023 | 12 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
KCM INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.13% | 0.36% | 0.55% | Q2 2013 | Q1 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.27% | 1.06% | Q4 2016 | Q3 2019 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
HOWE & RUSLING INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 8 | 2 | 0.02% | 0.12% | 0.31% | Q2 2018 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Amica Retiree Medical Trust | 12 | 12 | 0.05% | 0.12% | 0.28% | Q3 2017 | Q2 2020 | 12 |
PDT Partners, LLC | 7 | 1 | 0.02% | 0.37% | 0.67% | Q2 2013 | Q3 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Covington Capital Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.25% | 0.99% | Q4 2016 | Q3 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SHELTON CAPITAL MANAGEMENT | 10 | 2 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q1 2021 | 12 |
SRB CORP | 11 | 1 | 0.03% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.34% | 1.36% | Q4 2016 | Q3 2019 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.00% | 0.10% | 0.43% | Q3 2015 | Q3 2023 | 12 |
HALSEY ASSOCIATES INC/CT | 12 | 12 | 0.05% | 0.86% | 1.02% | Q2 2013 | Q1 2016 | 12 |
Financial Enhancement Group LLC | 12 | 12 | 0.05% | 0.09% | 0.16% | Q1 2020 | Q4 2022 | 12 |
J. W. Coons Advisors, LLC | 12 | 12 | 0.08% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.27% | 1.07% | Q4 2016 | Q3 2019 | 12 |
Vest Financial, LLC | 12 | 12 | 1.13% | 1.48% | 1.73% | Q4 2020 | Q3 2023 | 12 |
AMICA MUTUAL INSURANCE CO | 12 | 12 | 0.04% | 0.12% | 0.28% | Q3 2017 | Q2 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.27% | 1.33% | Q2 2013 | Q2 2022 | 11 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.03% | 0.24% | Q4 2017 | Q3 2023 | 11 |
Pekin Hardy Strauss, Inc. | 10 | 1 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q4 2016 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Teza Capital Management LLC | 4 | 1 | 0.05% | 0.14% | 0.25% | Q2 2018 | Q2 2023 | 11 |
Argentus Capital Management, LLC | 10 | 1 | 0.09% | 0.16% | 0.28% | Q4 2013 | Q3 2016 | 11 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q2 2021 | 11 |
Franklin, Parlapiano, Turner & Welch, LLC | 11 | 11 | 2.01% | 2.39% | 2.86% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.13% | 0.35% | 0.60% | Q4 2020 | Q2 2023 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Monument Capital Management | 10 | 1 | 0.00% | 0.70% | 1.01% | Q3 2018 | Q2 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.43% | 0.72% | 1.04% | Q2 2013 | Q4 2015 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.09% | 0.74% | Q1 2019 | Q3 2023 | 11 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 11 | 11 | 1.06% | 1.62% | 2.02% | Q2 2013 | Q4 2015 | 11 |
HENNESSY ADVISORS INC | 7 | 4 | 0.16% | 0.48% | 1.08% | Q4 2015 | Q3 2023 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 11 |
Grove Bank & Trust | 9 | 2 | 0.01% | 0.13% | 0.20% | Q4 2015 | Q1 2023 | 11 |
DF DENT & CO INC | 10 | 1 | 0.01% | 1.47% | 3.33% | Q2 2013 | Q4 2017 | 11 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 6 | 2 | 0.03% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 10 | 1 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2016 | 11 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 11 | 0.03% | 0.12% | 0.15% | Q2 2019 | Q4 2021 | 11 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2022 | 11 |
Janney Capital Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BAILARD, INC. | 10 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q2 2023 | 11 |
DENALI ADVISORS LLC | 8 | 3 | 0.02% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 11 |
Ipswich Investment Management Co., Inc. | 10 | 1 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q3 2023 | 11 |
MARCO INVESTMENT MANAGEMENT LLC | 8 | 3 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
CHICAGO EQUITY PARTNERS LLC | 10 | 1 | 0.02% | 0.15% | 0.38% | Q3 2016 | Q1 2020 | 11 |
Price Wealth, LLC | 11 | 11 | 0.16% | 0.22% | 0.33% | Q1 2018 | Q3 2020 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2022 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.06% | 0.13% | 0.41% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.13% | 0.21% | 0.37% | Q4 2017 | Q2 2020 | 11 |
REINHART PARTNERS, LLC. | 11 | 11 | 1.18% | 1.85% | 2.29% | Q2 2013 | Q4 2015 | 11 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 2 | 0.20% | 0.36% | 0.43% | Q1 2021 | Q4 2023 | 11 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.22% | 0.60% | Q3 2018 | Q2 2022 | 11 |
EAGLE ASSET MANAGEMENT INC | 11 | 11 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2015 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.13% | 0.21% | 0.27% | Q1 2020 | Q3 2022 | 11 |
Cognios Capital, LLC | 8 | 3 | 0.09% | 0.65% | 0.87% | Q2 2017 | Q1 2020 | 11 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.08% | 0.13% | 0.26% | Q4 2017 | Q2 2020 | 11 |
BARR E S & CO | 11 | 11 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Marks Group Wealth Management, Inc | 9 | 2 | 0.12% | 0.45% | 0.69% | Q4 2019 | Q3 2023 | 11 |
MITCHELL SINKLER & STARR/PA | 6 | 4 | 0.06% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 10 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 1 | 0.08% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 10 |
Tillar-Wenstrup Advisors, LLC | 7 | 3 | 1.20% | 1.71% | 3.13% | Q4 2013 | Q4 2017 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 10 |
Jupiter Investment Management Ltd | 5 | 2 | 0.00% | 0.47% | 1.12% | Q3 2015 | Q3 2019 | 10 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.17% | 0.56% | Q3 2015 | Q4 2022 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Claro Advisors LLC | 8 | 1 | 0.02% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bank of Marin | 7 | 3 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q2 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.24% | 0.42% | 0.59% | Q2 2016 | Q3 2018 | 10 |
DEARBORN PARTNERS LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 10 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 10 |
ZACKS INVESTMENT MANAGEMENT | 8 | 2 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 10 |
Icon Wealth Partners, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 10 |
CAMDEN NATIONAL BANK | 10 | 10 | 0.48% | 0.77% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Blueprint Investment Partners LLC | 6 | 4 | 0.07% | 0.19% | 0.28% | Q3 2020 | Q3 2023 | 10 |
Laurion Capital Management LP | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2020 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 3 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2022 | 10 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 10 |
KELLEHER FINANCIAL ADVISORS | 10 | 10 | 0.34% | 0.47% | 0.55% | Q2 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 1.58% | 1.79% | 2.06% | Q1 2021 | Q2 2023 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 3.02% | 3.21% | 3.75% | Q2 2013 | Q3 2015 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 10 | 0.22% | 0.25% | 0.28% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DONALDSON CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.31% | 0.44% | Q3 2010 | Q2 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2022 | 10 |
Dai-ichi Life Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.07% | Q2 2013 | Q3 2015 | 10 |
PRENTISS SMITH & CO INC | 6 | 4 | 0.01% | 0.73% | 2.07% | Q2 2017 | Q3 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
GLG LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2016 | 10 |
MSF Capital, LLC | 10 | 10 | 1.51% | 1.99% | 2.26% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.04% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q3 2015 | 10 |
KALMAR INVESTMENTS INC /DE/ | 10 | 10 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q3 2015 | 10 |
Kovitz Investment Group, LLC | 10 | 10 | 1.46% | 1.77% | 2.12% | Q2 2013 | Q3 2015 | 10 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.06% | 0.11% | Q4 2014 | Q2 2022 | 10 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 10 |
Quantinno Capital Management LP | 8 | 1 | 0.09% | 0.15% | 0.31% | Q4 2018 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 4 | 0.00% | 0.09% | 0.15% | Q3 2018 | Q4 2021 | 10 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2022 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.15% | 0.37% | Q4 2017 | Q3 2023 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 9 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.02% | 0.36% | 0.78% | Q2 2013 | Q2 2021 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.09% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Exchange Capital Management, Inc. | 9 | 9 | 1.01% | 1.20% | 1.44% | Q2 2013 | Q2 2015 | 9 |
Dynamic Advisor Solutions LLC | 7 | 2 | 0.15% | 0.33% | 0.57% | Q4 2013 | Q1 2016 | 9 |
Euclid Advisors LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2016 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.12% | 0.15% | 0.22% | Q4 2018 | Q4 2020 | 9 |
Artemis Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Sound Financial Strategies Group, LLC | 5 | 4 | 0.29% | 0.50% | 0.75% | Q4 2020 | Q3 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 9 | 9 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2015 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.13% | 0.15% | 0.25% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
SteelPeak Wealth, LLC | 9 | 9 | 0.03% | 0.06% | 0.14% | Q3 2021 | Q3 2023 | 9 |
ALLSTATE CORP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q4 2022 | 9 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Morningstar Investment Services LLC | 9 | 9 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q2 2015 | 9 |
BRISTOL JOHN W & CO INC /NY/ | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Ativo Capital Management LLC | 5 | 4 | 0.46% | 0.56% | 0.70% | Q1 2019 | Q2 2022 | 9 |
Laurel Grove Capital, LLC | 6 | 3 | 0.13% | 0.82% | 1.48% | Q2 2013 | Q1 2016 | 9 |
Neo Ivy Capital Management | 5 | 2 | 0.07% | 0.32% | 0.57% | Q2 2019 | Q3 2022 | 9 |
Moreno Evelyn V | 8 | 1 | 0.06% | 1.20% | 1.55% | Q4 2013 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
FIRST MERCANTILE TRUST CO | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.08% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 9 |
HAP Trading, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2014 | 9 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q4 2020 | 9 |
Freestone Capital Holdings, LLC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 9 |
WNY Asset Management, LLC | 9 | 9 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q4 2022 | 9 |
TREVOR STEWART BURTON & JACOBSEN INC | 9 | 9 | 0.09% | 1.90% | 3.46% | Q4 2013 | Q4 2015 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.22% | 0.32% | Q2 2021 | Q3 2023 | 9 |
Assured Investment Management LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q1 2019 | 9 |
GAM SYSTEMATIC LLP | 6 | 3 | 0.01% | 0.12% | 0.23% | Q4 2014 | Q3 2017 | 9 |
ALPHASIMPLEX GROUP, LLC | 9 | 9 | 0.41% | 0.85% | 1.55% | Q2 2020 | Q2 2022 | 9 |
Absolute Return Capital, LLC | 6 | 3 | 0.14% | 0.36% | 0.65% | Q2 2013 | Q3 2015 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Altshuler Shaham Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q2 2015 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.03% | 0.05% | 0.17% | Q1 2021 | Q1 2023 | 9 |
Sciencast Management LP | 3 | 1 | 0.06% | 0.25% | 0.45% | Q2 2016 | Q2 2023 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 9 | 9 | 0.18% | 0.65% | 1.14% | Q4 2015 | Q4 2017 | 9 |
SPECTRUM ADVISORY SERVICES INC | 9 | 9 | 0.08% | 0.11% | 0.18% | Q1 2014 | Q1 2016 | 9 |
CLINTON GROUP INC | 7 | 1 | 0.01% | 0.09% | 0.40% | Q2 2014 | Q2 2018 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SVB WEALTH LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
DUALITY ADVISERS, LP | 4 | 1 | 0.02% | 0.23% | 0.48% | Q1 2019 | Q1 2023 | 9 |
Annex Advisory Services, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FORA Capital, LLC | 3 | 2 | 0.02% | 0.12% | 0.31% | Q4 2019 | Q1 2023 | 9 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Machina Capital S.A.S. | 5 | 1 | 0.07% | 0.48% | 1.28% | Q4 2018 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 9 |
Blume Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 6 | 3 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
Bares Capital Management | 8 | 8 | 0.04% | 0.12% | 0.19% | Q1 2013 | Q4 2014 | 8 |
AIA Group Ltd | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DAVIS SELECTED ADVISERS | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Lyons Wealth Management, LLC. | 7 | 1 | 0.40% | 1.09% | 1.34% | Q1 2014 | Q2 2017 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Ally Financial Inc. | 8 | 8 | 0.25% | 0.53% | 0.77% | Q2 2013 | Q1 2015 | 8 |
Nelson Capital Management, LLC | 7 | 1 | 0.00% | 0.56% | 1.59% | Q2 2013 | Q2 2017 | 8 |
Boltwood Capital Management | 8 | 8 | 3.11% | 3.81% | 4.94% | Q2 2013 | Q1 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SpiderRock Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 8 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 8 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.06% | 0.16% | Q2 2015 | Q1 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 2 | 0.03% | 0.16% | 0.28% | Q3 2021 | Q3 2023 | 8 |
Meiji Yasuda Life Insurance Co | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.02% | 0.07% | 0.14% | Q1 2020 | Q1 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 1.18% | 1.29% | 1.43% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
EMERSON INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.58% | 0.73% | 0.90% | Q2 2013 | Q1 2015 | 8 |
Distillate Capital Partners LLC | 6 | 2 | 0.61% | 0.76% | 1.04% | Q4 2020 | Q4 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q2 2018 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 0.38% | 0.50% | 0.60% | Q4 2021 | Q3 2023 | 8 |
River Road Asset Management, LLC | 4 | 2 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.06% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
OAKBROOK INVESTMENTS LLC | 5 | 3 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q2 2015 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WRAPMANAGER INC | 8 | 8 | 0.10% | 0.14% | 0.17% | Q2 2016 | Q1 2018 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.27% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MUFG Securities EMEA plc | 3 | 1 | 0.00% | 0.09% | 0.28% | Q2 2018 | Q1 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q1 2015 | 8 |
M&G INVESTMENT MANAGEMENT LTD | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
VALLEY NATIONAL ADVISERS INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
J. Goldman & Co LP | 3 | 1 | 0.20% | 0.58% | 1.00% | Q2 2013 | Q3 2020 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.14% | 0.39% | 0.57% | Q4 2019 | Q3 2021 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.18% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 3 | 0.00% | 0.10% | 0.18% | Q4 2013 | Q1 2021 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.43% | 0.48% | 0.53% | Q2 2013 | Q1 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 2.88% | 3.10% | 3.31% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Princeton Alpha Management LP | 6 | 1 | 0.06% | 0.09% | 0.18% | Q2 2014 | Q4 2016 | 8 |
Pearl River Capital, LLC | 5 | 1 | 0.02% | 0.23% | 0.50% | Q1 2020 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.19% | 1.20% | Q2 2013 | Q2 2021 | 8 |
Occidental Asset Management, LLC | 7 | 7 | 0.14% | 0.17% | 0.21% | Q4 2016 | Q2 2018 | 7 |
CG Asset Management LLC | 7 | 7 | 0.22% | 1.15% | 1.60% | Q2 2015 | Q4 2016 | 7 |
BRAUN STACEY ASSOCIATES INC | 6 | 1 | 0.01% | 0.11% | 0.16% | Q2 2015 | Q1 2022 | 7 |
Hexavest Inc. | 7 | 7 | 0.00% | 0.06% | 0.15% | Q1 2020 | Q3 2021 | 7 |
Cerebellum GP, LLC | 4 | 1 | 0.06% | 0.17% | 0.29% | Q4 2017 | Q2 2020 | 7 |
U S GLOBAL INVESTORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SAMLYN CAPITAL, LLC | 4 | 3 | 0.00% | 0.62% | 1.91% | Q2 2013 | Q2 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
American Beacon Advisors, Inc. | 7 | 7 | 0.94% | 1.22% | 1.30% | Q1 2017 | Q3 2018 | 7 |
ADVANCE CAPITAL I INC | 6 | 1 | 0.46% | 0.96% | 1.83% | Q1 2014 | Q3 2016 | 7 |
Veracity Capital LLC | 7 | 7 | 0.21% | 0.51% | 0.66% | Q2 2020 | Q4 2021 | 7 |
Temasek Holdings (Private) Ltd | 7 | 7 | 0.41% | 1.22% | 2.32% | Q2 2013 | Q4 2014 | 7 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 6 | 1 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 7 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 7 |
Independence Bank of Kentucky | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ALPHA WINDWARD LLC | 4 | 1 | 0.01% | 0.06% | 0.32% | Q2 2015 | Q3 2020 | 7 |
CAMBRIDGE TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.16% | 0.54% | 0.96% | Q4 2015 | Q2 2017 | 7 |
FIRST COMMUNITY TRUST NA | 4 | 3 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 7 |
MARSHALL & SULLIVAN INC /WA/ | 5 | 1 | 0.05% | 0.21% | 0.48% | Q1 2018 | Q4 2022 | 7 |
Newfound Research LLC | 4 | 3 | 0.08% | 0.16% | 0.33% | Q3 2020 | Q2 2022 | 7 |
EFG Asset Management (Americas) Corp. | 7 | 7 | 0.45% | 0.71% | 0.90% | Q4 2020 | Q2 2022 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 4 | 3 | 1.32% | 3.62% | 6.49% | Q3 2013 | Q1 2016 | 7 |
Truvvo Partners LLC | 4 | 3 | 0.10% | 0.23% | 0.33% | Q4 2015 | Q4 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Willingdon Wealth Management | 4 | 3 | 0.00% | 0.20% | 1.39% | Q1 2018 | Q1 2020 | 7 |
Natixis Investment Managers International | 4 | 1 | 0.01% | 0.11% | 0.30% | Q4 2016 | Q2 2022 | 7 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 7 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 7 |
West Coast Financial LLC | 7 | 7 | 0.12% | 0.58% | 0.77% | Q2 2013 | Q4 2014 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Santa Fe Partners LLC | 4 | 1 | 0.08% | 0.30% | 0.43% | Q2 2013 | Q3 2015 | 7 |
Cribstone Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 7 |
UBP Investment Advisors SA | 7 | 7 | 0.16% | 0.23% | 0.44% | Q1 2021 | Q3 2022 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.13% | Q1 2017 | Q2 2022 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Markel Corporation | 7 | 7 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q4 2014 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.30% | 0.37% | 0.42% | Q2 2020 | Q4 2021 | 7 |
XTX Topco Ltd | 6 | 1 | 0.05% | 0.14% | 0.26% | Q3 2021 | Q3 2023 | 7 |
FormulaFolio Investments, LLC | 3 | 2 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q4 2020 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Li Winifred I | 7 | 7 | 0.54% | 0.61% | 0.68% | Q2 2013 | Q4 2014 | 7 |
MONTAG & CALDWELL, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 7 |
MOGY JOEL R INVESTMENT COUNSEL INC | 7 | 7 | 0.05% | 0.13% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Berger Financial Group, Inc | 4 | 3 | 0.56% | 0.77% | 1.01% | Q1 2021 | Q3 2023 | 7 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.00% | 0.05% | 0.19% | Q4 2020 | Q3 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
GAMBLE JONES INVESTMENT COUNSEL | 5 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Yorktown Management & Research Co Inc | 6 | 1 | 0.24% | 0.31% | 0.34% | Q1 2020 | Q3 2023 | 7 |
Successful Portfolios LLC | 4 | 3 | 0.13% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.28% | 0.33% | 0.42% | Q2 2013 | Q4 2014 | 7 |
Quantamental Technologies LLC | 5 | 1 | 0.23% | 0.48% | 0.85% | Q3 2019 | Q4 2022 | 7 |
Alpha Paradigm Partners, LLC | 6 | 1 | 0.03% | 0.12% | 0.20% | Q1 2021 | Q4 2022 | 7 |
BALASA DINVERNO & FOLTZ LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.22% | 0.45% | Q4 2017 | Q1 2023 | 7 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q2 2023 | 7 |
SOMERVILLE KURT F | 7 | 7 | 0.09% | 0.13% | 0.16% | Q4 2012 | Q2 2014 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.09% | 0.24% | Q4 2020 | Q2 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.11% | 0.78% | 1.02% | Q1 2022 | Q3 2023 | 7 |
LA FINANCIERE DE L'ECHIQUIER | 4 | 3 | 0.06% | 0.86% | 1.76% | Q1 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q4 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.08% | 0.20% | 0.28% | Q3 2014 | Q2 2019 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 2 | 0.03% | 0.30% | 0.58% | Q3 2021 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
F3Logic, LLC | 7 | 7 | 0.01% | 0.21% | 0.39% | Q3 2020 | Q1 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q1 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
AMARILLO NATIONAL BANK | 6 | 6 | 0.15% | 0.19% | 0.25% | Q2 2014 | Q3 2015 | 6 |
DEERE & CO | 6 | 6 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q3 2016 | 6 |
Numeric Investors LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q4 2017 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Legacy Financial Strategies, LLC | 5 | 1 | 0.73% | 0.84% | 0.93% | Q2 2020 | Q3 2023 | 6 |
Redwood Investment Management, LLC | 4 | 2 | 0.12% | 0.59% | 0.92% | Q3 2020 | Q3 2023 | 6 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
TODD ASSET MANAGEMENT LLC | 4 | 2 | 0.41% | 0.49% | 0.53% | Q2 2020 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Mascoma Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2019 | 6 |
BlackDiamond Wealth Management, LLC | 6 | 6 | 0.26% | 0.29% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q4 2017 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 2 | 0.00% | 0.46% | 1.19% | Q1 2015 | Q1 2019 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.06% | 0.09% | Q1 2017 | Q2 2018 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q4 2019 | Q1 2021 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Czech National Bank | 6 | 6 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2016 | 6 |
BANK OF HAWAII | 5 | 1 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q2 2019 | 6 |
Power Corp of Canada | 5 | 1 | 0.20% | 0.56% | 0.84% | Q1 2022 | Q3 2023 | 6 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 6 |
New Vernon Capital Holdings II LLC | 6 | 6 | 0.16% | 0.21% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Wahed Invest LLC | 6 | 6 | 0.10% | 0.11% | 0.15% | Q4 2021 | Q1 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
MERIDIAN MANAGEMENT CO | 6 | 6 | 1.28% | 1.40% | 1.55% | Q2 2013 | Q3 2014 | 6 |
ISTHMUS PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
PHILADELPHIA TRUST CO | 4 | 1 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q1 2022 | 6 |
Daiwa SB Investments Ltd. | 6 | 6 | 0.08% | 0.29% | 0.44% | Q4 2015 | Q1 2017 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Visium Asset Management, LP | 5 | 1 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q2 2015 | 6 |
SCOTIA CAPITAL INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2021 | 6 |
Bach Option Ltd | 3 | 3 | 0.20% | 0.39% | 0.59% | Q2 2016 | Q4 2016 | 6 |
ARROW FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 6 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.13% | 0.25% | Q4 2015 | Q3 2018 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.42% | 0.56% | Q2 2022 | Q3 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.13% | 0.25% | 0.47% | Q2 2013 | Q3 2014 | 6 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.26% | 0.57% | 0.86% | Q4 2016 | Q1 2019 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Impax Asset Management Group plc | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 6 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2018 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.09% | 0.18% | Q1 2019 | Q2 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 6 | 6 | 0.01% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.15% | Q3 2022 | Q2 2023 | 6 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.43% | 1.25% | Q3 2015 | Q1 2021 | 6 |
Krane Funds Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q2 2015 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q1 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 6 | 6 | 1.29% | 1.43% | 1.62% | Q2 2022 | Q3 2023 | 6 |
CFS, LLC | 6 | 6 | 2.25% | 2.68% | 3.22% | Q2 2013 | Q3 2014 | 6 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.09% | 0.19% | Q4 2014 | Q2 2023 | 6 |
Northstar Group, Inc. | 5 | 5 | 0.47% | 0.53% | 0.56% | Q4 2014 | Q4 2015 | 5 |
Man Investments Ltd | 5 | 5 | 0.07% | 0.22% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Eschler Asset Management LLP | 5 | 5 | 0.50% | 0.95% | 1.14% | Q2 2022 | Q2 2023 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Baader Bank Aktiengesellschaft | 3 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
West Family Investments, Inc. | 3 | 1 | 0.08% | 0.12% | 0.18% | Q2 2021 | Q2 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Perpetual Ltd | 3 | 1 | 0.08% | 0.16% | 0.26% | Q3 2016 | Q3 2020 | 5 |
Northeast Financial Consultants Inc | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
CEDAR ROCK CAPITAL LTD | 5 | 5 | 3.31% | 4.00% | 4.61% | Q4 2020 | Q4 2021 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.11% | 0.20% | 0.28% | Q1 2015 | Q1 2016 | 5 |
Certified Advisory Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.07% | 0.26% | 0.65% | Q2 2013 | Q2 2015 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
1919 Investment Counsel, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Bowling Portfolio Management LLC | 3 | 2 | 0.15% | 0.30% | 0.42% | Q2 2015 | Q4 2020 | 5 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.40% | 0.90% | Q2 2018 | Q3 2020 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.13% | 0.20% | 0.25% | Q1 2022 | Q2 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.37% | 0.63% | 0.87% | Q3 2015 | Q3 2016 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.07% | 0.66% | 1.12% | Q4 2014 | Q4 2015 | 5 |
QUANTUM CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.31% | 0.56% | Q1 2017 | Q3 2018 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
WEST PACES ADVISORS INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
Syntal Capital Partners, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2019 | 5 |
V Wealth Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2017 | 5 |
AdvisorShares Investments LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
PALISADE CAPITAL MANAGEMENT, LP | 5 | 5 | 0.02% | 0.05% | 0.05% | Q4 2012 | Q4 2013 | 5 |
LUMINUS MANAGEMENT LLC | 4 | 1 | 0.04% | 0.12% | 0.23% | Q2 2014 | Q1 2018 | 5 |
Naya Management LLP | 3 | 3 | 0.02% | 1.65% | 5.55% | Q2 2014 | Q4 2014 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.00% | 1.15% | 1.46% | Q4 2014 | Q4 2015 | 5 |
EMFO, LLC | 5 | 5 | 0.12% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Dynamic Capital Management Ltd | 1 | 1 | 0.05% | 0.64% | 1.55% | Q1 2014 | Q4 2017 | 5 |
Ground Swell Capital, LLC | 2 | 1 | 0.02% | 0.74% | 2.11% | Q2 2014 | Q2 2022 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q4 2020 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q2 2016 | 5 |
CI Global Investments Inc. | 4 | 1 | 0.00% | 0.05% | 0.27% | Q4 2014 | Q3 2018 | 5 |
Cairn Investment Group, Inc. | 5 | 5 | 2.82% | 3.15% | 3.31% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
FDO Partners, LLC | 2 | 1 | 0.14% | 0.20% | 0.30% | Q4 2015 | Q3 2017 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Qtron Investments LLC | 5 | 5 | 0.04% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Hudson Portfolio Management LLC | 5 | 5 | 0.18% | 0.40% | 1.02% | Q1 2021 | Q1 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.18% | 0.22% | 0.29% | Q2 2021 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.07% | 0.10% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2016 | 5 |
State of Wyoming | 4 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 5 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.03% | 0.16% | 0.34% | Q3 2020 | Q2 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.25% | 0.60% | Q2 2013 | Q2 2014 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Capital Impact Advisors, LLC | 5 | 5 | 0.22% | 0.38% | 0.64% | Q1 2015 | Q1 2016 | 5 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q1 2018 | Q4 2022 | 5 |
Versor Investments LP | 3 | 1 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 5 |
OKABENA INVESTMENT SERVICES INC | 3 | 1 | 0.00% | 1.71% | 3.56% | Q4 2019 | Q1 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 2 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q1 2021 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 5 |
MONETTA FINANCIAL SERVICES INC | 5 | 5 | 0.52% | 0.58% | 0.62% | Q2 2022 | Q2 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Financial Insights, Inc. | 3 | 1 | 0.03% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 5 |
TRAN CAPITAL MANAGEMENT, L.P. | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 5 |
MIZUHO SECURITIES USA LLC | 3 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 5 |
Birch Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 5 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.19% | 0.29% | Q4 2016 | Q4 2017 | 5 |
Visionary Asset Management, Inc. | 3 | 2 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2017 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 5 |
LEUTHOLD GROUP, LLC | 5 | 5 | 0.47% | 0.48% | 0.50% | Q1 2022 | Q1 2023 | 5 |
Forward Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Gladius Capital Management LP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JBF Capital, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2016 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2016 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
AustralianSuper Pty Ltd | 4 | 4 | 0.07% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Avalon Investment & Advisory | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
IMPACTfolio, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q4 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2019 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 4 | 0.00% | 0.13% | 0.32% | Q4 2021 | Q3 2022 | 4 |
6 Meridian | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2021 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.12% | 0.29% | 0.56% | Q2 2014 | Q3 2018 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.04% | Q2 2022 | Q2 2023 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 4 |
HOWLAND CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Matterhorn Capital Management, LLC | 4 | 4 | 0.83% | 1.20% | 1.56% | Q4 2015 | Q3 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TLW Wealth Management, LLC | 4 | 4 | 2.42% | 2.55% | 2.74% | Q1 2019 | Q4 2019 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Glenview Trust Co | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.12% | 0.31% | 0.74% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.03% | 0.19% | 0.52% | Q4 2014 | Q3 2015 | 4 |
DILLON & ASSOCIATES INC | 4 | 4 | 0.62% | 0.80% | 0.91% | Q2 2013 | Q1 2014 | 4 |
Stanley-Laman Group, Ltd. | 4 | 4 | 0.89% | 1.02% | 1.17% | Q4 2013 | Q3 2014 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.13% | 0.22% | 0.37% | Q4 2017 | Q3 2021 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.08% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Colony Family Offices, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q2 2022 | Q1 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 4 |
Airain ltd | 3 | 1 | 0.16% | 0.24% | 0.38% | Q2 2013 | Q3 2014 | 4 |
Timber Creek Capital Management LLC | 4 | 4 | 2.28% | 2.51% | 2.73% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Origin Asset Management LLP | 3 | 1 | 0.12% | 0.43% | 0.56% | Q3 2015 | Q2 2021 | 4 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.03% | 0.43% | 0.85% | Q2 2013 | Q1 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.85% | 1.92% | 1.99% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 3 | 3 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 4 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.05% | 0.11% | 0.20% | Q2 2021 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q1 2022 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.19% | 0.48% | 0.72% | Q1 2016 | Q1 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EULAV Asset Management | 4 | 4 | 0.13% | 0.18% | 0.21% | Q2 2013 | Q1 2014 | 4 |
Birch Hill Investment Advisors LLC | 4 | 4 | 0.04% | 0.76% | 1.22% | Q2 2013 | Q1 2014 | 4 |
CCM INVESTMENT ADVISERS LLC | 4 | 4 | 0.04% | 0.61% | 1.11% | Q2 2013 | Q1 2014 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q4 2016 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.76% | 0.86% | 0.95% | Q2 2013 | Q1 2014 | 4 |
British Airways Pensions Investment Management Ltd | 4 | 4 | 0.50% | 0.59% | 0.70% | Q1 2015 | Q4 2015 | 4 |
PT ASSET MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.24% | 0.44% | Q3 2016 | Q1 2017 | 4 |
MENTA CAPITAL LLC | 2 | 2 | 0.09% | 0.24% | 0.39% | Q3 2014 | Q4 2015 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q2 2016 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 0.98% | 1.02% | 1.06% | Q1 2017 | Q4 2017 | 4 |
Wilmington Funds Management Corp | 3 | 1 | 0.03% | 0.34% | 0.50% | Q2 2013 | Q2 2014 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Investure, LLC | 4 | 4 | 0.45% | 0.63% | 0.79% | Q1 2022 | Q4 2022 | 4 |
Drystone LLC | 4 | 4 | 6.64% | 7.03% | 7.42% | Q4 2021 | Q3 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CHASE INVESTMENT COUNSEL CORP | 4 | 4 | 0.37% | 0.41% | 0.44% | Q3 2021 | Q2 2022 | 4 |
BANK PICTET & CIE (ASIA) LTD | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.39% | 2.83% | 8.72% | Q2 2013 | Q1 2014 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.56% | 0.73% | 0.83% | Q2 2021 | Q1 2022 | 4 |
FULTON BANK, N.A. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q4 2015 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.14% | 0.51% | 0.84% | Q2 2020 | Q2 2021 | 4 |
Wedmont Private Capital | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.56% | 0.76% | 1.12% | Q4 2014 | Q3 2015 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.22% | 0.35% | Q4 2020 | Q1 2022 | 4 |
SHERBROOKE PARK ADVISERS LLC | 4 | 4 | 0.13% | 0.55% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.01% | 0.13% | 0.32% | Q3 2018 | Q2 2020 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2017 | Q3 2018 | 4 |
Capitolis Advisors LLC | 3 | 1 | 0.03% | 0.10% | 0.14% | Q4 2020 | Q2 2022 | 4 |
LJ TRUST Co LLC | 4 | 4 | 2.14% | 2.21% | 2.30% | Q2 2016 | Q1 2017 | 4 |
Accel Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
ALTA CAPITAL MANAGEMENT LLC/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.26% | 0.43% | Q3 2019 | Q2 2021 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.10% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.06% | 0.09% | Q2 2015 | Q1 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
THOMAS STORY & SON LLC | 4 | 4 | 0.49% | 0.55% | 0.62% | Q2 2013 | Q1 2014 | 4 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.16% | 0.30% | Q2 2016 | Q3 2021 | 4 |
Fulcrum Asset Management LLP | 4 | 4 | 0.12% | 0.20% | 0.31% | Q1 2021 | Q4 2021 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.21% | 0.27% | Q2 2013 | Q3 2013 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.38% | 0.59% | Q4 2020 | Q1 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q1 2014 | 4 |
LBP AM SA | 4 | 4 | 0.07% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Azimuth Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BIGLARI CAPITAL CORP. | 4 | 4 | 2.54% | 2.94% | 3.41% | Q4 2020 | Q3 2021 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.27% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.36% | 0.42% | 0.49% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Kaizen Financial Strategies | 3 | 3 | 0.25% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.12% | 0.19% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Industrial Alliance Investment Management Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.10% | 0.46% | 0.91% | Q4 2021 | Q2 2022 | 3 |
Bremer Bank National Association | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 3 |
ASSET ADVISORS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
CARLSON CAPITAL L P | 1 | 1 | 0.17% | 0.29% | 0.48% | Q4 2013 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.27% | 0.32% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.30% | 0.32% | 0.34% | Q2 2013 | Q4 2013 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 3 |
Black Diamond Financial, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q2 2022 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Gleason Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Crestwood Capital Management, L.P. | 2 | 1 | 0.66% | 1.01% | 1.69% | Q2 2013 | Q2 2014 | 3 |
MQS Management LLC | 2 | 1 | 0.24% | 0.42% | 0.52% | Q4 2021 | Q3 2022 | 3 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Members Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Guardian Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 3 |
BRC Investment Management LLC | 3 | 3 | 0.10% | 2.12% | 3.26% | Q2 2015 | Q4 2015 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
BAR HARBOR TRUST SERVICES | 3 | 3 | 2.15% | 2.23% | 2.33% | Q2 2013 | Q4 2013 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.26% | 0.38% | 0.50% | Q4 2014 | Q3 2015 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.04% | 0.33% | 0.74% | Q2 2014 | Q3 2021 | 3 |
Anchor Bolt Capital, LP | 3 | 3 | 0.35% | 0.58% | 0.86% | Q2 2013 | Q4 2013 | 3 |
Triangle Securities Wealth Management | 1 | 1 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q4 2014 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MARSHALL WACE ASIA Ltd | 2 | 1 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q4 2017 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2015 | Q2 2016 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.13% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Georgetown University | 3 | 3 | 0.42% | 0.47% | 0.52% | Q1 2022 | Q3 2022 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.01% | 0.17% | 0.43% | Q2 2022 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
COWEN INC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q2 2015 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 3 |
Swaine & Leidel Wealth Services, LLC | 3 | 3 | 1.02% | 1.14% | 1.24% | Q1 2019 | Q3 2019 | 3 |
Archer Investment Corp | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Invictus RG | 1 | 1 | 0.10% | 0.38% | 0.60% | Q4 2015 | Q2 2018 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MANA Advisors LLC | 2 | 1 | 0.56% | 0.84% | 1.00% | Q1 2018 | Q2 2019 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.15% | 0.31% | 0.41% | Q2 2013 | Q4 2013 | 3 |
Acropolis Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.59% | 0.68% | 0.76% | Q2 2013 | Q4 2013 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.08% | 0.13% | 0.18% | Q1 2016 | Q4 2019 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.16% | 0.55% | 1.11% | Q2 2013 | Q2 2015 | 3 |
New England Research & Management, Inc. | 3 | 3 | 0.84% | 0.87% | 0.89% | Q3 2017 | Q1 2018 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Virtus Family Office LLC | 3 | 3 | 2.10% | 2.36% | 2.58% | Q3 2022 | Q1 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q4 2013 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 3 |
Capital Investment Services of America, Inc. | 3 | 3 | 1.72% | 1.80% | 1.89% | Q2 2013 | Q4 2013 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.38% | 0.41% | 0.45% | Q2 2022 | Q4 2022 | 3 |
McIlrath & Eck, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 3 |
Sanibel Captiva Investment Advisers, Inc. | 3 | 3 | 0.29% | 0.31% | 0.32% | Q1 2013 | Q3 2013 | 3 |
EHP Funds Inc. | 3 | 3 | 0.55% | 0.59% | 0.63% | Q1 2023 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Alambic Investment Management, L.P. | 2 | 1 | 0.16% | 0.23% | 0.30% | Q1 2016 | Q2 2019 | 3 |
Truehand, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 3 |
Stanley Capital Management, LLC | 3 | 3 | 2.18% | 2.52% | 2.80% | Q4 2014 | Q2 2015 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.56% | 0.68% | 0.80% | Q2 2021 | Q4 2021 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
EFG Asset Management (North America) Corp. | 3 | 3 | 0.79% | 1.12% | 1.52% | Q4 2021 | Q2 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 0.66% | 0.72% | 0.77% | Q1 2023 | Q3 2023 | 3 |
L2 Asset Management, LLC | 3 | 3 | 0.24% | 0.77% | 1.31% | Q1 2023 | Q3 2023 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q2 2020 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
PITCAIRN CO | 3 | 3 | 0.04% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Copperwynd Financial, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.19% | 0.39% | 0.56% | Q3 2022 | Q2 2023 | 3 |
CLEARBRIDGE, LLC | 3 | 3 | 0.18% | 0.20% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
Leucadia National | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CFS Investment Advisory Services, LLC | 2 | 1 | 0.01% | 0.12% | 0.21% | Q1 2022 | Q2 2023 | 3 |
Geneva Partners, LLC | 3 | 3 | 0.67% | 0.87% | 1.17% | Q4 2020 | Q2 2021 | 3 |
WASATCH ADVISORS LP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Wilmington Trust Investment Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Lester Murray Antman dba SimplyRich | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.02% | 0.09% | 0.16% | Q3 2015 | Q1 2016 | 3 |
Farmhouse Investment Management LLC | 3 | 3 | 0.40% | 0.40% | 0.41% | Q1 2017 | Q3 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.52% | 0.63% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.16% | 0.25% | 0.36% | Q2 2022 | Q4 2022 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.47% | 0.88% | 1.30% | Q4 2014 | Q3 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.76% | 0.85% | 0.95% | Q2 2020 | Q3 2020 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
CERTUITY, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2022 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
BrandyTrust Global Partners, LP | 2 | 2 | 3.78% | 3.86% | 3.93% | Q3 2022 | Q4 2022 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q2 2016 | 2 |
American Trust | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.42% | 0.46% | 0.50% | Q2 2023 | Q3 2023 | 2 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.16% | 0.51% | 0.86% | Q1 2019 | Q3 2019 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.10% | 0.21% | Q3 2018 | Q1 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.31% | 0.45% | 0.60% | Q4 2022 | Q3 2023 | 2 |
Charter Oak Partners Management, L.P. | 2 | 2 | 1.56% | 1.65% | 1.73% | Q3 2013 | Q4 2013 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SCOUT INVESTMENTS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2019 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 3.10% | 6.81% | 10.52% | Q2 2013 | Q2 2013 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Truadvice, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.02% | 1.03% | 1.03% | Q4 2018 | Q1 2019 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BLS GLOBAL EQUITIES LLC | 1 | 1 | 9.50% | 10.21% | 10.92% | Q4 2015 | Q4 2016 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q1 2014 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 0.08% | 0.32% | 0.56% | Q4 2020 | Q2 2021 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.45% | 0.48% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.40% | 0.50% | 0.60% | Q4 2019 | Q2 2021 | 2 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2014 | Q1 2015 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q1 2015 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.92% | 1.00% | 1.08% | Q2 2013 | Q3 2013 | 2 |
Castellan Group | 2 | 2 | 0.90% | 1.30% | 1.70% | Q1 2022 | Q2 2022 | 2 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.25% | 0.48% | 0.72% | Q2 2018 | Q4 2022 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.14% | 0.25% | 0.35% | Q3 2022 | Q3 2023 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.22% | 0.24% | 0.27% | Q1 2015 | Q2 2015 | 2 |
SPX Gestao de Recursos Ltda | 2 | 2 | 0.72% | 0.72% | 0.73% | Q2 2013 | Q3 2013 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Progeny 3, Inc. | 2 | 2 | 0.20% | 0.27% | 0.33% | Q3 2013 | Q4 2013 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Aristides Capital LLC | 2 | 2 | 0.19% | 0.36% | 0.54% | Q4 2019 | Q1 2020 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.19% | 0.33% | 0.48% | Q4 2022 | Q3 2023 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.24% | 0.44% | Q1 2017 | Q2 2021 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.02% | 0.22% | 0.42% | Q1 2020 | Q3 2022 | 2 |
ABANCO INVESTORS LTD., LLC | 2 | 2 | 3.78% | 3.86% | 3.93% | Q3 2022 | Q4 2022 | 2 |
Provenire Capital, LLC | 2 | 2 | 0.72% | 2.62% | 4.52% | Q2 2020 | Q3 2020 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Sensato Investors LLC | 1 | 1 | 0.09% | 0.81% | 1.54% | Q1 2016 | Q2 2018 | 2 |
ValueAct Holdings | 2 | 2 | 0.30% | 0.48% | 0.65% | Q1 2014 | Q2 2014 | 2 |
black-and-white Capital LP | 1 | 1 | 1.20% | 2.32% | 3.43% | Q4 2016 | Q3 2018 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q1 2022 | 2 |
Corton Capital Inc. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
JT Stratford LLC | 1 | 1 | 0.10% | 0.19% | 0.29% | Q2 2022 | Q3 2023 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q2 2014 | 2 |
Impala Asset Management LLC | 1 | 1 | 1.32% | 1.40% | 1.47% | Q3 2013 | Q4 2015 | 2 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.36% | 0.70% | Q4 2016 | Q3 2023 | 2 |
IBERIABANK CORP | 2 | 2 | 0.27% | 0.27% | 0.28% | Q4 2012 | Q1 2013 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2013 | 2 |
FIRST CITIZENS BANCORPORATION INC | 2 | 2 | 0.49% | 0.55% | 0.61% | Q2 2013 | Q3 2013 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.09% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Roundview Capital LLC | 1 | 1 | 0.09% | 0.33% | 0.58% | Q2 2014 | Q4 2016 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Oak Thistle LLC | 1 | 1 | 0.13% | 0.31% | 0.48% | Q2 2022 | Q3 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.09% | 0.23% | 0.38% | Q4 2022 | Q2 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.52% | 0.54% | 0.56% | Q2 2021 | Q3 2021 | 2 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.17% | 0.30% | Q4 2016 | Q1 2020 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q3 2021 | Q4 2021 | 2 |
BRANDYWINE MANAGERS, LLC | 2 | 2 | 2.69% | 2.76% | 2.82% | Q1 2023 | Q2 2023 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 3.40% | 3.47% | 3.54% | Q2 2021 | Q3 2021 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q1 2023 | 2 |
Trutina Financial LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q1 2014 | 2 |
NEW AMSTERDAM PARTNERS LLC/NY | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Sculptor Capital LP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.32% | 0.46% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AMERICAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.45% | 0.50% | 0.54% | Q4 2015 | Q1 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q2 2017 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q4 2020 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Parkwood LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.66% | 0.73% | 0.80% | Q1 2021 | Q2 2021 | 2 |
Olympiad Research LP | 1 | 1 | 0.12% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 2 |
Astrantus Ltd | 2 | 2 | 0.24% | 0.44% | 0.64% | Q4 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 2 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Meritage Group LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VNBTrust, National Association | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SG Capital Management LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2013 | Q3 2013 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2020 | Q3 2020 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2013 | Q1 2013 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2021 | Q3 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Signition LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2020 | Q3 2020 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BAMCO INC /NY/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2021 | Q4 2021 | 1 |
Fosun International Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2022 | Q1 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cooper Financial Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2013 | Q2 2013 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2022 | Q4 2022 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2014 | Q2 2014 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HOLLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Itau USA Asset Management Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
RMR Wealth Builders | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Duquesne Family Office | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2014 | Q2 2014 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Range Financial Group LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Innovative Portfolios | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2021 | Q1 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Merchants' Gate Capital LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
DSM CAPITAL PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2016 | Q3 2016 | 1 |
Keystone Financial Services | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
JACKSON PARK CAPITAL, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2014 | Q4 2014 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
H. L. Ormond & Company, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Jump Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Renasant Bank | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACK Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ibex Investors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ironvine Capital Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Brown Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Montibus Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2015 | Q4 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2013 | Q4 2013 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Winton Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own EXPEDITORS INTL WASH INC or have owned EXPEDITORS INTL WASH INC in the past.