Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 115 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 107 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 104 |
Parallax Volatility Advisers, L.P. | 25 | 16 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 98 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 98 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 88 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.05% | Q1 2012 | Q3 2023 | 87 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 82 |
JANE STREET GROUP, LLC | 20 | 2 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 73 |
MILLENNIUM MANAGEMENT LLC | 29 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 71 |
D. E. Shaw & Co., Inc. | 30 | 9 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 67 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 65 |
WOLVERINE TRADING, LLC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 64 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.24% | Q1 2012 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q3 2022 | 57 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 3 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 57 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 57 |
Jefferies Group LLC | 26 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2022 | 55 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 52 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.01% | 0.10% | Q3 2015 | Q3 2023 | 52 |
Paloma Partners Management Co | 23 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q2 2023 | 51 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 51 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.05% | 0.07% | Q3 2011 | Q3 2023 | 49 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.06% | 0.16% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.03% | 0.06% | Q4 2011 | Q3 2023 | 48 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.17% | Q3 2018 | Q3 2023 | 47 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q2 2018 | 46 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.07% | 0.09% | 0.12% | Q2 2010 | Q3 2023 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.19% | Q4 2012 | Q3 2023 | 44 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.06% | 0.08% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Conestoga Capital Advisors, LLC | 43 | 43 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 43 |
AMALGAMATED BANK | 40 | 1 | 0.04% | 0.07% | 0.15% | Q1 2012 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.10% | Q4 2012 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.56% | 0.92% | 1.22% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 37 | 5 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.14% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.85% | 1.45% | 3.34% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.22% | 0.30% | 0.41% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.17% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PROVIDENT TRUST CO | 42 | 42 | 1.85% | 3.41% | 5.59% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.85% | 1.10% | 1.37% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.04% | 0.06% | 0.08% | Q2 2012 | Q4 2022 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.19% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Services of America, Inc. | 42 | 42 | 0.47% | 1.90% | 2.59% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Diversified Investment Strategies, LLC | 42 | 42 | 0.84% | 3.25% | 5.72% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.08% | 0.27% | 0.42% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.00% | 0.33% | 1.01% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.34% | 1.76% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.04% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 1.67% | 3.28% | 6.86% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.40% | 0.67% | 1.02% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.02% | 1.51% | 2.24% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 0.77% | 1.48% | 2.10% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 1.00% | 1.68% | 2.34% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.18% | 0.28% | 0.90% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 42 | 42 | 0.00% | 0.06% | 0.44% | Q1 2013 | Q2 2023 | 42 |
Provident Investment Management, Inc. | 42 | 42 | 0.12% | 4.45% | 6.52% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.06% | 0.43% | 1.87% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 38 | 4 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.17% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.13% | 0.59% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.22% | 0.31% | 0.50% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.05% | 0.48% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
THOMAS STORY & SON LLC | 42 | 42 | 1.91% | 2.75% | 4.33% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 1.54% | 2.09% | 2.66% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.19% | 1.93% | 2.87% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.59% | 0.89% | 1.24% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 1.08% | 1.82% | 2.48% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MARIETTA INVESTMENT PARTNERS LLC | 42 | 42 | 0.33% | 0.54% | 0.73% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.33% | 0.90% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NICHOLAS COMPANY, INC. | 42 | 42 | 0.17% | 0.92% | 1.86% | Q2 2013 | Q3 2023 | 42 |
KLCM Advisors, Inc. | 42 | 42 | 0.15% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.10% | 0.21% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.05% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.24% | 0.78% | 1.49% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Hendershot Investments Inc. | 42 | 42 | 0.28% | 1.60% | 2.53% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 2.45% | 3.62% | 4.91% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.31% | 1.68% | 2.74% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 1.10% | 1.76% | 2.78% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 41 |
Veritable, L.P. | 31 | 10 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q2 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 24 | 17 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Robeco Institutional Asset Management B.V. | 27 | 14 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.07% | 0.12% | Q1 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.17% | 0.27% | 0.37% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 41 |
MARSHFIELD ASSOCIATES | 37 | 4 | 2.31% | 4.32% | 6.72% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Baillie Gifford | 41 | 41 | 0.02% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.13% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.06% | 0.08% | 0.10% | Q3 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 30 | 11 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 41 |
AXA S.A. | 33 | 8 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 29 | 11 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 40 |
TCI Wealth Advisors, Inc. | 39 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 40 |
DAVENPORT & Co LLC | 40 | 40 | 0.01% | 0.05% | 0.58% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Court Place Advisors, LLC | 40 | 40 | 0.25% | 0.37% | 0.60% | Q4 2013 | Q3 2023 | 40 |
Ameritas Investment Partners, Inc. | 32 | 8 | 0.02% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 0.30% | 0.50% | 0.74% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.06% | 0.08% | 0.10% | Q3 2013 | Q3 2023 | 40 |
LPL Financial LLC | 26 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Parkside Financial Bank & Trust | 40 | 40 | 0.04% | 0.10% | 0.26% | Q4 2013 | Q3 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 13 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 1.09% | 1.38% | 1.88% | Q4 2013 | Q3 2023 | 40 |
MUFG Americas Holdings Corp | 16 | 10 | 0.00% | 0.13% | 0.51% | Q4 2010 | Q3 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q3 2023 | 39 |
FineMark National Bank & Trust | 21 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 39 |
DnB Asset Management AS | 39 | 39 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q4 2023 | 39 |
Janney Montgomery Scott LLC | 34 | 5 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.00% | 0.30% | 0.66% | Q1 2014 | Q3 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 39 | 39 | 0.01% | 0.12% | 0.45% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.06% | 1.09% | Q1 2014 | Q3 2023 | 39 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 38 | 1 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.08% | 0.31% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 24 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 39 |
Rafferty Asset Management, LLC | 37 | 2 | 0.02% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2022 | 38 |
CHOREO, LLC | 38 | 38 | 0.04% | 0.08% | 0.19% | Q1 2014 | Q2 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.19% | 0.45% | Q2 2013 | Q3 2022 | 38 |
Brown Capital Management | 31 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 34 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 38 |
First Horizon Advisors, Inc. | 19 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 38 |
STOCK YARDS BANK & TRUST CO | 24 | 1 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 38 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 35 | 3 | 0.35% | 0.56% | 0.74% | Q1 2014 | Q3 2023 | 38 |
BANK OF NOVA SCOTIA | 32 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 37 |
BECKER CAPITAL MANAGEMENT INC | 37 | 37 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q3 2023 | 37 |
MCDONALD CAPITAL INVESTORS INC/CA | 37 | 37 | 4.83% | 8.12% | 10.75% | Q3 2014 | Q3 2023 | 37 |
Cetera Advisors LLC | 28 | 2 | 0.02% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.06% | 0.09% | 0.13% | Q3 2014 | Q3 2023 | 37 |
Spot Trading L.L.C | 11 | 4 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q1 2017 | 37 |
RAYMOND JAMES TRUST N.A. | 35 | 2 | 0.03% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.01% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 37 |
GRANDFIELD & DODD, LLC | 29 | 8 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 37 |
OPPENHEIMER & CO INC | 35 | 2 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 37 |
CHECK CAPITAL MANAGEMENT INC/CA | 37 | 37 | 0.01% | 0.07% | 0.63% | Q3 2014 | Q3 2023 | 37 |
CAPITAL MANAGEMENT CORP /VA | 30 | 6 | 0.40% | 2.30% | 3.87% | Q3 2014 | Q3 2023 | 36 |
ISTHMUS PARTNERS, LLC | 36 | 36 | 0.09% | 0.12% | 0.15% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2022 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 2.18% | 2.82% | 3.52% | Q4 2014 | Q3 2023 | 36 |
WELCH & FORBES LLC | 15 | 8 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 23 | 13 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.00% | 0.05% | 0.26% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 36 |
Nuveen Asset Management, LLC | 19 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 36 |
DEARBORN PARTNERS LLC | 14 | 1 | 0.01% | 0.48% | 1.60% | Q2 2013 | Q3 2023 | 36 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
CHILTON INVESTMENT CO INC. | 31 | 5 | 0.01% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.21% | 0.50% | 0.91% | Q2 2013 | Q1 2022 | 36 |
CIBC WORLD MARKET INC. | 35 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 36 |
State of Alaska, Department of Revenue | 27 | 2 | 0.01% | 0.09% | 0.18% | Q1 2014 | Q3 2023 | 36 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.01% | 0.14% | Q4 2012 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.22% | 1.35% | Q2 2013 | Q4 2021 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.01% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 35 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 35 | 35 | 0.59% | 0.95% | 1.26% | Q1 2015 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.35% | 0.73% | Q1 2015 | Q3 2023 | 35 |
TCW GROUP INC | 32 | 3 | 0.01% | 0.25% | 0.94% | Q2 2013 | Q3 2022 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.07% | 0.33% | Q3 2013 | Q3 2023 | 35 |
ClearBridge Investments | 31 | 1 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 35 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 35 | 35 | 1.28% | 2.01% | 2.44% | Q1 2015 | Q3 2023 | 35 |
M&R CAPITAL MANAGEMENT INC | 35 | 35 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q4 2023 | 35 |
Andra AP-fonden | 15 | 3 | 0.01% | 0.11% | 0.31% | Q2 2013 | Q2 2023 | 35 |
Community Bank, N.A. | 34 | 34 | 0.03% | 0.07% | 0.11% | Q4 2014 | Q1 2023 | 34 |
GREENLEAF TRUST | 27 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2021 | 34 |
People's United Financial, Inc. | 21 | 13 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Highlander Capital Management, LLC | 34 | 34 | 0.01% | 0.19% | 0.60% | Q1 2015 | Q2 2023 | 34 |
Grandeur Peak Global Advisors, LLC | 34 | 34 | 0.07% | 0.88% | 2.07% | Q2 2015 | Q3 2023 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 27 | 2 | 0.01% | 0.15% | 0.44% | Q2 2011 | Q3 2023 | 34 |
IBM Retirement Fund | 18 | 16 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2022 | 34 |
Pegasus Partners Ltd. | 34 | 34 | 0.30% | 0.71% | 1.88% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.28% | 0.67% | 1.15% | Q2 2015 | Q3 2023 | 34 |
CAPITAL CITY TRUST CO/FL | 34 | 34 | 0.16% | 0.53% | 0.76% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.10% | 0.12% | 0.20% | Q2 2015 | Q3 2023 | 34 |
Allianz Asset Management GmbH | 24 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Loudon Investment Management, LLC | 34 | 34 | 2.40% | 3.42% | 4.56% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Giverny Capital | 21 | 13 | 0.03% | 0.27% | 2.20% | Q1 2015 | Q3 2023 | 34 |
Motley Fool Wealth Management, LLC | 34 | 34 | 0.39% | 0.54% | 0.75% | Q2 2015 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 34 |
TOMPKINS FINANCIAL CORP | 21 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2023 | 33 |
Curbstone Financial Management Corp | 33 | 33 | 0.13% | 0.17% | 0.22% | Q4 2015 | Q4 2023 | 33 |
WILKINS INVESTMENT COUNSEL INC | 33 | 33 | 0.22% | 1.77% | 2.82% | Q3 2015 | Q3 2023 | 33 |
Employees Retirement System of Texas | 33 | 33 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Sigma Planning Corp | 33 | 33 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 33 |
DEAN INVESTMENT ASSOCIATES, LLC | 33 | 33 | 0.15% | 0.38% | 1.04% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 33 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q2 2023 | 33 |
ARMSTRONG HENRY H ASSOCIATES INC | 33 | 33 | 0.13% | 0.25% | 0.44% | Q3 2015 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.01% | 0.02% | 0.15% | Q3 2015 | Q3 2023 | 33 |
EVERENCE CAPITAL MANAGEMENT INC | 33 | 33 | 0.04% | 0.09% | 0.14% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
WMS Partners, LLC | 24 | 1 | 0.02% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2021 | 33 |
CWM, LLC | 23 | 2 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 33 |
COMPASS CAPITAL MANAGEMENT, INC | 33 | 33 | 3.61% | 3.99% | 4.31% | Q3 2015 | Q3 2023 | 33 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 1 | 0.06% | 0.12% | 0.28% | Q1 2015 | Q3 2023 | 33 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.24% | 0.36% | 0.47% | Q2 2013 | Q1 2021 | 32 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 32 | 32 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2021 | 32 |
WEDBUSH SECURITIES INC | 21 | 11 | 0.02% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 32 |
FULTON BANK, N.A. | 20 | 1 | 0.02% | 0.11% | 0.40% | Q2 2013 | Q4 2023 | 32 |
ALBERT D MASON INC | 32 | 32 | 0.29% | 0.47% | 1.01% | Q1 2016 | Q4 2023 | 32 |
Private Advisor Group, LLC | 31 | 31 | 0.00% | 0.04% | 0.13% | Q1 2016 | Q3 2023 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.12% | 0.30% | 1.14% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Bell Bank | 32 | 32 | 0.13% | 0.20% | 0.26% | Q4 2015 | Q3 2023 | 32 |
SCHWARTZ INVESTMENT COUNSEL INC | 32 | 32 | 0.15% | 0.51% | 1.48% | Q4 2015 | Q3 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.05% | 0.10% | Q4 2012 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2023 | 32 |
Korea Investment CORP | 28 | 1 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 32 |
REIK & CO., LLC | 32 | 32 | 0.09% | 0.18% | 0.29% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q4 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.03% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 31 |
CACTI ASSET MANAGEMENT LLC | 31 | 31 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q4 2023 | 31 |
GIRARD PARTNERS LTD. | 31 | 31 | 0.11% | 0.24% | 0.42% | Q1 2016 | Q3 2023 | 31 |
Country Club Trust Company, n.a. | 31 | 31 | 0.06% | 0.08% | 0.14% | Q2 2014 | Q4 2021 | 31 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.16% | 0.41% | 0.67% | Q1 2016 | Q3 2023 | 31 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 24 | 7 | 0.00% | 0.18% | 0.41% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.09% | 0.43% | Q1 2016 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.09% | 0.16% | 0.22% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q4 2020 | 31 |
ALPS ADVISORS INC | 15 | 2 | 0.00% | 0.04% | 0.27% | Q3 2013 | Q3 2023 | 31 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 17 | 1 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 31 |
Taylor Frigon Capital Management LLC | 24 | 7 | 0.36% | 1.02% | 2.76% | Q4 2014 | Q3 2023 | 31 |
Covington Capital Management | 31 | 31 | 0.04% | 0.17% | 0.23% | Q1 2015 | Q3 2022 | 31 |
TELEMUS CAPITAL, LLC | 24 | 7 | 0.08% | 0.17% | 0.41% | Q1 2014 | Q3 2023 | 31 |
Penserra Capital Management LLC | 19 | 12 | 0.00% | 0.04% | 0.75% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2020 | 31 |
Moors & Cabot, Inc. | 24 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2023 | 31 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.05% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 30 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 30 |
UMB Bank, n.a. | 25 | 5 | 0.01% | 0.32% | 1.16% | Q1 2014 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 30 |
STRS OHIO | 28 | 2 | 0.00% | 0.02% | 0.29% | Q2 2013 | Q1 2022 | 30 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.06% | 0.38% | Q1 2014 | Q3 2023 | 30 |
Cubist Systematic Strategies, LLC | 15 | 1 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q2 2023 | 30 |
Ironwood Investment Counsel, LLC | 29 | 1 | 0.06% | 0.32% | 0.88% | Q1 2016 | Q3 2023 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.12% | 0.40% | 0.71% | Q2 2016 | Q3 2023 | 30 |
Roundview Capital LLC | 25 | 1 | 0.10% | 0.53% | 0.79% | Q3 2014 | Q3 2023 | 30 |
Gratus Capital, LLC | 30 | 30 | 0.04% | 0.13% | 0.26% | Q2 2016 | Q3 2023 | 30 |
VAN ECK ASSOCIATES CORP | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
Capital Wealth Planning, LLC | 23 | 6 | 0.79% | 10.37% | 32.18% | Q1 2016 | Q3 2023 | 29 |
Liberty Capital Management, Inc. | 17 | 12 | 0.76% | 1.13% | 1.39% | Q2 2016 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 29 |
FINANCIAL COUNSELORS INC | 20 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 29 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2022 | 29 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 21 | 1 | 0.05% | 0.15% | 0.64% | Q1 2015 | Q3 2023 | 29 |
NOTTINGHAM ADVISORS, INC. | 29 | 29 | 0.05% | 0.11% | 0.15% | Q3 2016 | Q3 2023 | 29 |
Sandy Spring Bank | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Oakworth Capital, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Haverford Trust Co | 21 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 29 |
QS Investors, LLC | 29 | 29 | 0.00% | 0.01% | 0.15% | Q2 2014 | Q2 2021 | 29 |
GAMBLE JONES INVESTMENT COUNSEL | 29 | 29 | 0.09% | 0.15% | 0.21% | Q4 2015 | Q4 2022 | 29 |
FIL Ltd | 22 | 7 | 0.00% | 0.06% | 0.28% | Q4 2015 | Q3 2023 | 29 |
Bath Savings Trust Co | 14 | 1 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 29 |
First Long Island Investors, LLC | 28 | 28 | 1.10% | 2.03% | 2.85% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 24 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.07% | 0.08% | 0.10% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.05% | 0.16% | Q2 2014 | Q4 2021 | 28 |
Laffer Tengler Investments, Inc. | 11 | 2 | 0.00% | 0.38% | 0.73% | Q3 2013 | Q3 2023 | 28 |
Sequent Asset Management, LLC | 28 | 28 | 0.20% | 0.58% | 1.01% | Q1 2015 | Q4 2021 | 28 |
GRAND JEAN CAPITAL MANAGEMENT INC | 28 | 28 | 0.09% | 1.03% | 4.39% | Q4 2016 | Q3 2023 | 28 |
Frontier Wealth Management LLC | 28 | 28 | 0.04% | 0.26% | 0.76% | Q3 2015 | Q2 2022 | 28 |
AMF Tjanstepension AB | 28 | 28 | 0.13% | 0.17% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.18% | 0.22% | 0.27% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.09% | 0.16% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Stearns Financial Services Group | 21 | 7 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.06% | 0.54% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.33% | 0.47% | 0.75% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.10% | 0.24% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Mariner, LLC | 28 | 28 | 0.04% | 0.14% | 0.21% | Q4 2016 | Q3 2023 | 28 |
STEGINSKY CAPITAL LLC | 28 | 28 | 9.40% | 11.40% | 13.99% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PARK NATIONAL CORP /OH/ | 25 | 3 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 14 | 2 | 0.01% | 0.06% | 0.22% | Q1 2014 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.05% | 0.09% | 0.44% | Q2 2013 | Q4 2019 | 27 |
LONDON CO OF VIRGINIA | 20 | 7 | 0.00% | 1.17% | 2.25% | Q1 2014 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.12% | 0.18% | 0.23% | Q1 2017 | Q3 2023 | 27 |
Transamerica Financial Advisors, Inc. | 21 | 6 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 27 |
FINANCIAL CONSULATE, INC | 27 | 27 | 0.14% | 0.27% | 0.89% | Q3 2016 | Q1 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
ASSETMARK, INC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Avantax Planning Partners, Inc. | 25 | 1 | 0.00% | 0.05% | 0.24% | Q4 2016 | Q3 2023 | 27 |
BFSG, LLC | 27 | 27 | 0.44% | 0.62% | 0.88% | Q1 2017 | Q3 2023 | 27 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.04% | 0.17% | Q2 2016 | Q3 2023 | 26 |
Freedom Investment Management, Inc. | 22 | 4 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.07% | 0.09% | Q3 2016 | Q3 2023 | 26 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 10 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 26 |
Linscomb & Williams, Inc. | 24 | 1 | 0.02% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 26 |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
Select Equity Group, L.P. | 15 | 11 | 0.04% | 0.53% | 1.42% | Q2 2015 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.25% | Q2 2013 | Q3 2019 | 26 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 5 | 0.00% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 26 |
CADENCE CAPITAL MANAGEMENT LLC | 24 | 2 | 0.07% | 0.13% | 0.27% | Q2 2013 | Q3 2020 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 26 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 23 | 1 | 0.00% | 0.08% | 0.39% | Q1 2014 | Q3 2023 | 26 |
ASHMORE WEALTH MANAGEMENT LLC | 26 | 26 | 2.61% | 3.99% | 5.12% | Q2 2013 | Q3 2019 | 26 |
CWA Asset Management Group, LLC | 26 | 26 | 0.04% | 1.24% | 2.15% | Q2 2017 | Q3 2023 | 26 |
TIVERTON ASSET MANAGEMENT LLC | 26 | 26 | 0.32% | 1.12% | 1.61% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.05% | 0.16% | 0.34% | Q2 2013 | Q3 2019 | 26 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2022 | 25 |
Bellecapital International Ltd. | 25 | 25 | 1.55% | 2.67% | 4.61% | Q3 2017 | Q3 2023 | 25 |
ING GROEP NV | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Stonebridge Capital Advisors LLC | 19 | 1 | 0.03% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 25 |
MACKENZIE FINANCIAL CORP | 16 | 4 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 25 |
Catalyst Capital Advisors LLC | 13 | 12 | 0.00% | 0.39% | 2.06% | Q2 2013 | Q3 2023 | 25 |
Cypress Capital Group | 21 | 1 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 25 |
WASHINGTON TRUST BANK | 21 | 4 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 13 | 12 | 0.05% | 0.15% | 0.29% | Q1 2017 | Q3 2023 | 25 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 9 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 25 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 25 | 25 | 0.08% | 0.46% | 0.82% | Q1 2014 | Q1 2020 | 25 |
WEBSTER BANK, N. A. | 25 | 25 | 0.45% | 0.70% | 0.91% | Q3 2017 | Q3 2023 | 25 |
Tredje AP-fonden | 16 | 9 | 0.00% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.10% | 0.14% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 21 | 1 | 0.00% | 0.01% | 0.22% | Q4 2016 | Q3 2023 | 25 |
LAZARD ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 25 |
Alexandria Capital, LLC | 18 | 1 | 0.03% | 0.13% | 0.34% | Q2 2013 | Q3 2021 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
BOSTON FAMILY OFFICE LLC | 19 | 6 | 0.02% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 25 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.64% | 0.88% | 1.05% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Gotham Asset Management, LLC | 11 | 1 | 0.01% | 0.08% | 0.29% | Q1 2015 | Q3 2023 | 24 |
Edge Wealth Management LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 24 |
RATIONAL ADVISORS LLC | 9 | 1 | 0.00% | 0.08% | 0.48% | Q1 2012 | Q4 2022 | 24 |
SignalPoint Asset Management, LLC | 24 | 24 | 0.06% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Dai-ichi Life Insurance Company, Ltd | 19 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 24 |
Harfst & Associates, Inc. | 24 | 24 | 0.10% | 0.35% | 0.63% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.08% | 0.13% | 0.38% | Q1 2016 | Q2 2022 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
UNIO CAPITAL LLC | 24 | 24 | 3.98% | 4.50% | 5.26% | Q4 2017 | Q3 2023 | 24 |
BBVA USA Bancshares, Inc. | 17 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 24 |
Poehling Capital Management, INC. | 24 | 24 | 0.16% | 0.33% | 0.75% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 20 | 1 | 0.00% | 0.31% | 0.88% | Q2 2016 | Q3 2023 | 24 |
AllSquare Wealth Management LLC | 15 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2021 | 24 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 4 | 0.02% | 0.14% | 0.56% | Q2 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 24 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 21 | 3 | 0.02% | 0.26% | 1.83% | Q2 2016 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 24 |
BONTEMPO OHLY CAPITAL MGMT LLC | 16 | 8 | 0.14% | 1.95% | 2.51% | Q1 2017 | Q3 2023 | 24 |
SNS Financial Group, LLC | 14 | 1 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.05% | 0.19% | 0.32% | Q4 2017 | Q3 2023 | 24 |
PERKINS CAPITAL MANAGEMENT INC | 13 | 1 | 0.23% | 0.42% | 1.53% | Q1 2016 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.30% | 0.61% | 0.96% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 23 |
ZEKE CAPITAL ADVISORS, LLC | 23 | 23 | 0.02% | 0.06% | 0.20% | Q1 2017 | Q3 2022 | 23 |
BTC Capital Management, Inc. | 23 | 23 | 0.03% | 0.44% | 0.82% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.40% | 0.95% | 1.66% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 2 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2022 | 23 |
Connor, Clark & Lunn Investment Management Ltd. | 18 | 1 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q3 2023 | 23 |
Carlson Capital Management | 21 | 2 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Oak Asset Management, LLC | 18 | 5 | 1.85% | 2.28% | 2.71% | Q4 2017 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.50% | 1.51% | 1.89% | Q1 2018 | Q3 2023 | 23 |
Whitnell & Co. | 23 | 23 | 0.05% | 0.12% | 0.18% | Q2 2014 | Q4 2019 | 23 |
PUTNAM INVESTMENTS LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 23 |
First Financial Bank - Trust Division | 23 | 23 | 0.23% | 0.79% | 1.18% | Q2 2018 | Q4 2023 | 23 |
MONETARY MANAGEMENT GROUP INC | 20 | 3 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2023 | 23 |
Providence Wealth Advisors, LLC | 23 | 23 | 0.24% | 0.40% | 0.74% | Q1 2018 | Q3 2023 | 23 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 7 | 0.00% | 0.38% | 0.76% | Q1 2015 | Q1 2022 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 23 |
DOCK STREET ASSET MANAGEMENT INC | 12 | 11 | 0.14% | 1.52% | 4.84% | Q2 2013 | Q3 2023 | 23 |
MADISON INVESTMENT HOLDINGS INC | 23 | 23 | 0.40% | 0.66% | 1.13% | Q1 2014 | Q3 2019 | 23 |
1832 Asset Management L.P. | 14 | 2 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 23 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 23 | 23 | 0.27% | 0.58% | 1.80% | Q2 2013 | Q4 2018 | 23 |
First Allied Advisory Services, Inc. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2020 | 22 |
Greenwich Wealth Management LLC | 22 | 22 | 0.05% | 0.16% | 0.23% | Q2 2015 | Q3 2020 | 22 |
Moloney Securities Asset Management, LLC | 14 | 8 | 0.05% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 16 | 6 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 22 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.13% | 0.40% | Q3 2013 | Q2 2023 | 22 |
TOTH FINANCIAL ADVISORY CORP | 22 | 22 | 0.00% | 0.41% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Advanced Asset Management Advisors Inc | 22 | 22 | 0.23% | 0.35% | 0.41% | Q2 2018 | Q3 2023 | 22 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q1 2023 | 22 |
CONNABLE OFFICE INC | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2018 | 22 |
CANTILLON CAPITAL MANAGEMENT LLC | 22 | 22 | 1.66% | 2.15% | 2.32% | Q2 2018 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
DAVIS R M INC | 12 | 1 | 0.01% | 0.19% | 0.66% | Q2 2013 | Q3 2023 | 22 |
River Road Asset Management, LLC | 22 | 22 | 0.34% | 1.61% | 2.20% | Q1 2015 | Q2 2020 | 22 |
MARATHON ASSET MANAGEMENT LLP | 22 | 22 | 0.18% | 0.60% | 1.16% | Q1 2016 | Q2 2021 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2018 | 22 |
KLINGENSTEIN FIELDS & CO LP | 12 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Trexquant Investment LP | 7 | 1 | 0.02% | 0.19% | 0.43% | Q1 2015 | Q3 2023 | 22 |
Andesa Financial Management Inc. | 22 | 22 | 0.45% | 0.88% | 2.31% | Q4 2017 | Q1 2023 | 22 |
Lee Financial Co | 21 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 22 |
Quantum Capital Management, LLC / NJ | 22 | 22 | 1.04% | 6.07% | 7.54% | Q2 2018 | Q3 2023 | 22 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 19 | 1 | 0.04% | 1.28% | 2.03% | Q1 2015 | Q1 2023 | 22 |
WASHINGTON TRUST Co | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.01% | 1.28% | 1.94% | Q4 2013 | Q1 2019 | 22 |
Ensemble Capital Management | 21 | 21 | 0.08% | 3.03% | 4.98% | Q3 2018 | Q3 2023 | 21 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 21 |
NORTHEAST INVESTMENT MANAGEMENT | 18 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 21 |
TRUST CO OF VIRGINIA /VA | 21 | 21 | 0.79% | 1.15% | 1.32% | Q3 2018 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 21 |
Echo Street Capital Management LLC | 9 | 1 | 0.06% | 0.32% | 0.64% | Q4 2013 | Q3 2023 | 21 |
Keel Point, LLC | 21 | 21 | 0.03% | 0.33% | 0.64% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GAM Holding AG | 17 | 4 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q1 2019 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2018 | 21 |
Route One Investment Company, L.P. | 13 | 8 | 0.25% | 8.84% | 16.23% | Q2 2015 | Q3 2020 | 21 |
BANQUE PICTET & CIE SA | 21 | 21 | 0.01% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 12 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 21 |
Balentine LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
Pictet North America Advisors SA | 21 | 21 | 0.38% | 0.71% | 0.91% | Q3 2018 | Q3 2023 | 21 |
Intersect Capital LLC | 21 | 21 | 0.09% | 0.12% | 0.20% | Q2 2017 | Q2 2022 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.11% | 0.33% | 0.53% | Q3 2018 | Q3 2023 | 21 |
OneDigital Investment Advisors LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 21 |
SIMON QUICK ADVISORS, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2022 | 21 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q4 2023 | 21 |
Covenant Asset Management, LLC | 21 | 21 | 0.09% | 0.20% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 21 |
Sepio Capital, LP | 20 | 20 | 0.30% | 0.49% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Ledyard National Bank | 10 | 10 | 0.00% | 0.19% | 0.63% | Q2 2013 | Q4 2018 | 20 |
Summit Global Investments | 14 | 6 | 0.02% | 0.35% | 0.86% | Q2 2018 | Q3 2023 | 20 |
Corient Capital Partners, LLC | 16 | 4 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q3 2022 | 20 |
USA FINANCIAL FORMULAS | 15 | 2 | 0.00% | 0.66% | 3.83% | Q1 2018 | Q2 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2019 | 20 |
ALTA CAPITAL MANAGEMENT LLC/ | 20 | 20 | 0.01% | 1.94% | 2.84% | Q1 2015 | Q4 2019 | 20 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 20 | 20 | 0.05% | 0.08% | 0.12% | Q1 2015 | Q4 2019 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.30% | 0.45% | 0.65% | Q4 2018 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 20 |
Apriem Advisors | 16 | 4 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.98% | 5.44% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.03% | 0.07% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q1 2018 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.09% | 0.16% | Q4 2015 | Q3 2020 | 20 |
CENTRAL BANK & TRUST CO | 13 | 3 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2023 | 20 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 | 20 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.24% | 0.48% | 0.78% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL PLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q4 2017 | 20 |
WBH ADVISORY INC | 10 | 1 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.10% | 0.45% | 0.73% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.10% | 0.20% | 0.32% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.17% | 0.21% | 0.24% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 5 | 0.09% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12 | 8 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q4 2022 | 20 |
Pensionfund Sabic | 6 | 2 | 0.00% | 0.47% | 0.60% | Q3 2015 | Q4 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.24% | Q1 2018 | Q3 2023 | 20 |
MEYER HANDELMAN CO | 19 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Unigestion Holding SA | 12 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 19 |
EXANE DERIVATIVES | 19 | 19 | 0.00% | 0.01% | 0.09% | Q4 2017 | Q2 2022 | 19 |
First National Bank of South Miami | 19 | 19 | 0.11% | 0.18% | 0.26% | Q4 2018 | Q2 2023 | 19 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 5 | 0.04% | 0.18% | 0.47% | Q1 2018 | Q3 2023 | 19 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.09% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
FENIMORE ASSET MANAGEMENT INC | 19 | 19 | 0.28% | 2.06% | 2.67% | Q1 2019 | Q3 2023 | 19 |
Bares Capital Management | 19 | 19 | 0.94% | 6.69% | 8.54% | Q2 2015 | Q4 2019 | 19 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.08% | 0.55% | Q2 2014 | Q2 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.70% | 0.88% | 1.15% | Q1 2019 | Q3 2023 | 19 |
Independent Advisor Alliance | 10 | 3 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 19 |
BANK OF HAWAII | 17 | 2 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q4 2021 | 19 |
PrairieView Partners, LLC | 17 | 2 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 19 |
OmniStar Financial Group, Inc. | 18 | 1 | 0.22% | 0.52% | 1.10% | Q4 2018 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Taylor Hoffman Wealth Management | 19 | 19 | 0.18% | 0.38% | 0.73% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 19 |
Eukles Asset Management | 19 | 19 | 0.25% | 0.33% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Strategic Financial Services, Inc, | 19 | 19 | 0.37% | 0.50% | 0.82% | Q2 2015 | Q4 2019 | 19 |
AMERICAN NATIONAL BANK | 19 | 19 | 0.21% | 0.28% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
DUPONT CAPITAL MANAGEMENT CORP | 14 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 19 |
PRIVATE TRUST CO NA | 9 | 3 | 0.00% | 0.09% | 0.20% | Q1 2013 | Q3 2023 | 19 |
Ruane, Cunniff & Goldfarb | 19 | 19 | 0.00% | 4.35% | 7.01% | Q2 2013 | Q4 2017 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.45% | 0.61% | 1.31% | Q3 2016 | Q1 2021 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Wealthfront Advisers LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
SPINNAKER TRUST | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 18 | 1 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q2 2022 | 19 |
Manchester Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
DUDLEY & SHANLEY, INC. | 19 | 19 | 2.46% | 4.33% | 5.42% | Q2 2013 | Q4 2017 | 19 |
Summit Asset Management, LLC | 19 | 19 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Riverview Trust Co | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.18% | 0.22% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Assenagon Asset Management S.A. | 10 | 4 | 0.00% | 0.04% | 0.46% | Q3 2018 | Q3 2023 | 18 |
Interval Partners, LP | 5 | 2 | 0.05% | 0.37% | 0.86% | Q4 2015 | Q3 2021 | 18 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 18 | 18 | 0.01% | 0.25% | 0.99% | Q1 2018 | Q2 2022 | 18 |
Bigelow Investment Advisors, LLC | 18 | 18 | 0.12% | 0.24% | 0.34% | Q1 2018 | Q2 2022 | 18 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.07% | 0.20% | Q1 2015 | Q3 2023 | 18 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 18 | 0.09% | 0.57% | 1.03% | Q2 2019 | Q3 2023 | 18 |
Progressive Investment Management Corp | 18 | 18 | 2.02% | 2.31% | 2.58% | Q2 2019 | Q3 2023 | 18 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 18 | 18 | 2.18% | 8.18% | 10.45% | Q4 2015 | Q1 2020 | 18 |
TDAM USA INC. | 12 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.32% | 0.74% | 2.25% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
CORNERCAP INVESTMENT COUNSEL INC | 15 | 1 | 0.02% | 0.06% | 0.14% | Q3 2017 | Q1 2023 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
BP PLC | 7 | 1 | 0.04% | 0.17% | 0.52% | Q3 2014 | Q2 2021 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Willis Investment Counsel | 18 | 18 | 0.18% | 0.58% | 1.02% | Q2 2015 | Q3 2019 | 18 |
USS Investment Management Ltd | 14 | 4 | 0.01% | 0.12% | 0.35% | Q2 2018 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 14 | 2 | 0.03% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2017 | 18 |
NAVELLIER & ASSOCIATES INC | 14 | 4 | 0.01% | 0.41% | 0.86% | Q3 2012 | Q4 2021 | 18 |
Private Capital Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 18 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.08% | 1.02% | Q4 2018 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.08% | 0.24% | Q4 2015 | Q3 2023 | 17 |
NATIXIS | 5 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2022 | 17 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.04% | 0.17% | Q1 2015 | Q3 2022 | 17 |
Fairbanks Capital Management, Inc. | 17 | 17 | 0.32% | 0.63% | 0.83% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.11% | 0.15% | Q4 2018 | Q4 2022 | 17 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.04% | 0.31% | 0.75% | Q2 2013 | Q3 2023 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 17 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
CX Institutional | 14 | 3 | 0.01% | 0.07% | 0.41% | Q1 2019 | Q3 2023 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 1 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.04% | 0.17% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 17 |
CrestPoint Capital Management, LLC | 17 | 17 | 0.36% | 0.51% | 0.88% | Q4 2013 | Q4 2017 | 17 |
AGF Investments LLC | 17 | 17 | 0.00% | 0.09% | 0.18% | Q4 2016 | Q4 2020 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 17 |
Capital World Investors | 17 | 17 | 0.00% | 0.10% | 0.18% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.15% | 0.30% | Q2 2013 | Q2 2017 | 17 |
Hilltop Holdings Inc. | 17 | 17 | 0.06% | 0.09% | 0.14% | Q4 2015 | Q4 2019 | 17 |
Bridge Creek Capital Management LLC | 17 | 17 | 1.22% | 1.59% | 1.77% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.03% | 0.23% | Q4 2019 | Q4 2023 | 17 |
Polen Capital Management | 17 | 17 | 0.01% | 2.42% | 4.30% | Q2 2013 | Q2 2017 | 17 |
Legacy Capital Partners, Inc. | 14 | 3 | 0.08% | 0.19% | 0.44% | Q2 2013 | Q1 2022 | 17 |
HBK Sorce Advisory LLC | 13 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2022 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
9258 Wealth Management, LLC | 16 | 1 | 0.05% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 17 |
UNIVEST FINANCIAL Corp | 9 | 8 | 0.07% | 0.11% | 0.15% | Q4 2017 | Q1 2022 | 17 |
GODSEY & GIBB, INC | 12 | 1 | 1.73% | 2.45% | 6.66% | Q2 2018 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2022 | 17 |
Mandatum Life Insurance Co Ltd | 17 | 17 | 0.41% | 0.68% | 1.14% | Q4 2015 | Q4 2019 | 17 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 17 |
ACCESS FINANCIAL SERVICES, INC. | 16 | 1 | 0.16% | 0.20% | 0.24% | Q1 2019 | Q3 2023 | 17 |
FIRST MERCANTILE TRUST CO | 17 | 17 | 0.08% | 0.40% | 0.77% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
LOOMIS SAYLES & CO L P | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Thomasville National Bank | 14 | 1 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q1 2021 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.13% | 0.44% | Q3 2015 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2017 | 16 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 16 | 16 | 0.08% | 0.30% | 0.50% | Q1 2017 | Q4 2020 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Crewe Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.07% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.24% | 0.40% | 0.79% | Q4 2019 | Q3 2023 | 16 |
ADVISOR PARTNERS LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q2 2022 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
BI Asset Management Fondsmaeglerselskab A/S | 16 | 16 | 0.02% | 0.08% | 0.37% | Q4 2019 | Q3 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.05% | 0.09% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 2.78% | 3.25% | 3.67% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
COWEN AND COMPANY, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q4 2020 | 16 |
True North Advisors, LLC | 16 | 16 | 0.35% | 1.69% | 3.74% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.85% | 1.01% | 1.13% | Q4 2019 | Q3 2023 | 16 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2021 | 16 |
Epoch Investment Partners, Inc. | 16 | 16 | 0.01% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Evercore Wealth Management, LLC | 13 | 1 | 0.00% | 0.39% | 1.09% | Q2 2013 | Q4 2017 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.30% | 0.67% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Financial Advisors Network, Inc. | 12 | 1 | 0.06% | 0.12% | 0.26% | Q4 2016 | Q3 2023 | 16 |
EQUITABLE TRUST CO | 16 | 16 | 0.02% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.18% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Pensionfund DSM Netherlands | 5 | 2 | 0.00% | 0.39% | 0.55% | Q3 2015 | Q4 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MAI Capital Management | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.59% | 0.68% | 0.89% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.02% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Bray Capital Advisors | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.45% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.26% | 0.39% | 0.46% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.01% | 0.04% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.08% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 0.13% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 12 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 16 |
WINTON GROUP Ltd | 6 | 1 | 0.01% | 0.06% | 0.28% | Q1 2016 | Q2 2023 | 16 |
Quantbot Technologies LP | 10 | 1 | 0.00% | 0.16% | 0.40% | Q2 2013 | Q3 2022 | 16 |
Syntal Capital Partners, LLC | 14 | 2 | 0.06% | 0.38% | 0.62% | Q2 2019 | Q3 2023 | 16 |
Ardevora Asset Management LLP | 16 | 16 | 0.77% | 0.91% | 1.00% | Q3 2019 | Q2 2023 | 16 |
Arete Wealth Advisors, LLC | 13 | 1 | 0.02% | 0.06% | 0.47% | Q2 2015 | Q2 2023 | 16 |
HUSSMAN STRATEGIC ADVISORS, INC. | 10 | 1 | 0.02% | 0.42% | 1.21% | Q2 2016 | Q1 2021 | 16 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.22% | Q4 2013 | Q3 2023 | 16 |
Joel Isaacson & Co., LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2023 | 16 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 1 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q4 2022 | 16 |
NORRIS PERNE & FRENCH LLP/MI | 13 | 3 | 0.11% | 0.97% | 1.47% | Q2 2013 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.04% | 0.16% | 0.46% | Q2 2014 | Q3 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q3 2022 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 16 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 4 | 0.65% | 0.85% | 1.65% | Q3 2016 | Q3 2023 | 16 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.17% | 0.78% | Q2 2013 | Q3 2021 | 16 |
NORTHSTAR INVESTMENT ADVISORS LLC | 16 | 16 | 0.40% | 1.09% | 1.71% | Q3 2017 | Q2 2021 | 16 |
AMG Funds LLC | 16 | 16 | 1.39% | 1.77% | 2.36% | Q3 2016 | Q2 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 15 | 15 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q2 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
AMUNDI ASSET MANAGEMENT US, INC. | 15 | 15 | 0.05% | 0.10% | 0.21% | Q3 2017 | Q1 2021 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 15 |
EAGLE ASSET MANAGEMENT INC | 14 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 15 | 15 | 0.00% | 0.07% | 0.30% | Q4 2016 | Q2 2020 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 15 |
Horizon Investments, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 15 |
GW HENSSLER & ASSOCIATES LTD | 15 | 15 | 0.02% | 1.07% | 1.50% | Q1 2015 | Q3 2018 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.91% | 1.18% | 1.41% | Q1 2020 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rathbones Group PLC | 14 | 1 | 0.00% | 0.05% | 0.66% | Q2 2013 | Q3 2023 | 15 |
GLG LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2017 | 15 |
Claro Advisors LLC | 10 | 1 | 0.06% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 15 | 15 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 15 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 12 | 1 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q2 2021 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.05% | 0.39% | Q2 2015 | Q3 2023 | 15 |
PineBridge Investments, L.P. | 11 | 4 | 0.00% | 0.07% | 0.25% | Q3 2019 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2021 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Heritage Wealth Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q1 2020 | 15 |
Clarkston Capital Partners, LLC | 15 | 15 | 0.03% | 1.86% | 2.43% | Q3 2015 | Q1 2019 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 15 |
FIRST FOUNDATION ADVISORS | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 15 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.02% | 0.53% | 1.43% | Q1 2017 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2019 | 15 |
McKinley Carter Wealth Services, Inc. | 14 | 1 | 0.05% | 0.37% | 0.91% | Q1 2016 | Q4 2019 | 15 |
CALEDONIA INVESTMENTS PLC | 15 | 15 | 7.05% | 7.98% | 8.87% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.04% | 0.18% | 0.35% | Q1 2019 | Q3 2022 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2016 | 15 |
JACOBSON & SCHMITT ADVISORS, LLC | 15 | 15 | 2.47% | 3.66% | 4.37% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.18% | 0.34% | Q1 2017 | Q3 2020 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.42% | 0.50% | 0.71% | Q4 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.11% | 0.16% | 0.23% | Q4 2016 | Q2 2020 | 15 |
Lincoln Capital LLC | 14 | 1 | 0.07% | 0.24% | 0.44% | Q4 2019 | Q3 2023 | 15 |
Illinois Municipal Retirement Fund | 14 | 1 | 0.09% | 0.26% | 0.44% | Q4 2019 | Q3 2023 | 15 |
Vident Investment Advisory, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.22% | 0.29% | 0.37% | Q4 2019 | Q2 2023 | 15 |
TIAA, FSB | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Yorktown Management & Research Co Inc | 11 | 4 | 0.05% | 0.25% | 0.46% | Q4 2013 | Q1 2020 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.34% | 0.71% | 1.16% | Q4 2017 | Q2 2021 | 15 |
Wealthspire Advisors, LLC | 13 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 15 |
Wesleyan Assurance Society | 15 | 15 | 0.14% | 0.17% | 0.19% | Q1 2020 | Q3 2023 | 15 |
STEWART & PATTEN CO LLC | 9 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 15 |
MATRIX PRIVATE CAPITAL GROUP LLC | 14 | 1 | 0.15% | 0.21% | 0.46% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 3 | 0.01% | 0.09% | 0.42% | Q3 2017 | Q4 2021 | 14 |
C Partners Holding GmbH | 14 | 14 | 0.08% | 1.57% | 4.54% | Q4 2017 | Q1 2021 | 14 |
PGGM Investments | 6 | 3 | 0.08% | 0.17% | 0.31% | Q3 2014 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 10 | 4 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q1 2020 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Richard Bernstein Advisors LLC | 9 | 1 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q2 2022 | 14 |
NCM Capital Advisers, Inc. | 14 | 14 | 0.21% | 0.35% | 0.54% | Q2 2013 | Q3 2016 | 14 |
Neo Ivy Capital Management | 7 | 1 | 0.00% | 0.29% | 0.67% | Q2 2019 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.02% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 14 |
MANNING & NAPIER ADVISORS LLC | 10 | 4 | 0.00% | 0.38% | 0.93% | Q2 2013 | Q3 2017 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Manning & Napier Group, LLC | 14 | 14 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q1 2021 | 14 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2015 | 14 |
KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.07% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 14 |
Wedgewood Partners | 14 | 14 | 0.99% | 4.60% | 6.10% | Q4 2016 | Q1 2020 | 14 |
Ironvine Capital Partners, LLC | 14 | 14 | 0.18% | 0.34% | 0.40% | Q4 2017 | Q1 2021 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Holocene Advisors, LP | 8 | 1 | 0.01% | 0.06% | 0.24% | Q2 2019 | Q3 2023 | 14 |
ROCKLAND TRUST CO | 14 | 14 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Prime Capital Investment Advisors, LLC | 13 | 1 | 0.00% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 14 |
DOHJ, LLC | 14 | 14 | 0.13% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Cipher Capital LP | 5 | 1 | 0.05% | 0.27% | 0.85% | Q1 2015 | Q2 2022 | 14 |
WoodTrust Financial Corp | 14 | 14 | 0.07% | 0.25% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.25% | 0.31% | 0.36% | Q2 2020 | Q3 2023 | 14 |
COMMUNITY TRUST & INVESTMENT CO | 14 | 14 | 0.07% | 0.08% | 0.11% | Q2 2014 | Q3 2017 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Ballentine Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BALDWIN BROTHERS LLC/MA | 14 | 14 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q4 2023 | 14 |
Arabesque Asset Management Ltd | 8 | 2 | 0.16% | 0.66% | 1.15% | Q4 2018 | Q4 2022 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
BALASA DINVERNO & FOLTZ LLC | 11 | 3 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2022 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Fayerweather Charles | 13 | 13 | 0.28% | 0.46% | 0.67% | Q2 2017 | Q2 2020 | 13 |
WealthTrust-Arizona, LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2018 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.10% | 0.17% | 0.22% | Q2 2012 | Q2 2015 | 13 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q1 2018 | 13 |
BENJAMIN EDWARDS INC | 13 | 13 | 0.18% | 0.52% | 0.87% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
FRED ALGER MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q2 2022 | 13 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q4 2021 | 13 |
SHAKER INVESTMENTS LLC/OH | 13 | 13 | 0.72% | 1.24% | 1.78% | Q2 2015 | Q2 2018 | 13 |
PITCAIRN CO | 13 | 13 | 0.14% | 0.26% | 0.44% | Q2 2013 | Q2 2016 | 13 |
ALGERT GLOBAL LLC | 6 | 1 | 0.06% | 0.27% | 0.70% | Q2 2015 | Q1 2023 | 13 |
Accredited Investors Inc. | 12 | 1 | 0.04% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 13 |
Edgestream Partners, L.P. | 11 | 2 | 0.09% | 0.43% | 0.76% | Q2 2019 | Q3 2023 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
ALLSTATE CORP | 11 | 2 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 13 |
Cowen Prime Services LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2016 | 13 |
Fulcrum Equity Management | 13 | 13 | 0.10% | 0.16% | 0.25% | Q4 2018 | Q4 2021 | 13 |
Knowledge Leaders Capital, LLC | 13 | 13 | 0.51% | 0.85% | 1.16% | Q2 2020 | Q2 2023 | 13 |
IVORY INVESTMENT MANAGEMENT, LLC | 11 | 2 | 0.05% | 0.36% | 0.58% | Q2 2013 | Q3 2016 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 13 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Financial Management Professionals, Inc. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Checchi Capital Advisers, LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Plancorp, LLC | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FULLER & THALER ASSET MANAGEMENT, INC. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 13 |
COLONY GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ICON ADVISERS INC/CO | 6 | 3 | 0.03% | 0.25% | 0.48% | Q2 2013 | Q4 2021 | 13 |
Trust Co | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
X-Square Capital, LLC | 13 | 13 | 0.37% | 0.56% | 0.67% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 6 | 1 | 0.02% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 9 | 4 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Kovitz Investment Group Partners, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.98% | 1.14% | 1.76% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
O'Shares Investment Advisers, LLC | 7 | 6 | 0.14% | 0.20% | 0.34% | Q4 2018 | Q1 2022 | 13 |
Tikehau Investment Management | 10 | 3 | 0.07% | 4.09% | 7.76% | Q1 2018 | Q3 2023 | 13 |
BAILARD, INC. | 5 | 1 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q4 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BOK Financial Private Wealth, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 12 |
Centiva Capital, LP | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 12 |
Zebra Capital Management LLC | 7 | 2 | 0.14% | 0.36% | 0.51% | Q2 2015 | Q2 2019 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
Carnick & Kubik, LLC | 12 | 12 | 0.23% | 0.67% | 1.24% | Q2 2013 | Q1 2016 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.42% | 0.50% | 0.63% | Q4 2020 | Q3 2023 | 12 |
THOMPSON DAVIS & CO., INC. | 11 | 1 | 0.02% | 0.18% | 0.62% | Q1 2015 | Q3 2018 | 12 |
Tyers Asset Management LLC | 12 | 12 | 1.25% | 1.50% | 1.91% | Q4 2016 | Q3 2019 | 12 |
Zions Bancorporation | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2018 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 2 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 12 |
Quadrature Capital Ltd | 5 | 1 | 0.04% | 0.11% | 0.22% | Q1 2016 | Q2 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.07% | 0.29% | Q4 2018 | Q3 2023 | 12 |
V Wealth Advisors LLC | 11 | 1 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q2 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 1.43% | 1.52% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 5 | 0.02% | 0.07% | 0.24% | Q2 2020 | Q3 2023 | 12 |
AMERICAN CAPITAL MANAGEMENT INC | 10 | 2 | 0.14% | 0.43% | 0.81% | Q4 2015 | Q4 2018 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2016 | 12 |
GENESEE VALLEY TRUST CO | 11 | 1 | 0.14% | 0.56% | 0.89% | Q2 2013 | Q2 2016 | 12 |
LVW Advisors, LLC | 10 | 2 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q1 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.12% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Sciencast Management LP | 4 | 1 | 0.07% | 0.38% | 1.00% | Q1 2016 | Q1 2022 | 12 |
VisionPoint Advisory Group, LLC | 12 | 12 | 0.20% | 0.53% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Coe Capital Management, LLC | 12 | 12 | 0.42% | 1.42% | 2.08% | Q1 2016 | Q4 2018 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 1.03% | 1.21% | 1.51% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Troy Asset Management Ltd | 12 | 12 | 0.39% | 0.74% | 1.36% | Q4 2020 | Q3 2023 | 12 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.32% | 0.51% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q1 2018 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 12 | 12 | 0.24% | 0.57% | 0.78% | Q1 2015 | Q4 2017 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.02% | 0.17% | 0.67% | Q2 2013 | Q4 2020 | 12 |
CAPITAL GUARDIAN TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 12 |
CYPRESS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.10% | 0.22% | 0.27% | Q4 2019 | Q3 2022 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 1.89% | 2.33% | 3.14% | Q4 2016 | Q3 2019 | 12 |
RiverPark Advisors, LLC | 12 | 12 | 2.07% | 3.05% | 4.54% | Q1 2017 | Q4 2019 | 12 |
2Xideas AG | 12 | 12 | 2.39% | 2.62% | 2.84% | Q4 2020 | Q3 2023 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Choate Investment Advisors | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q1 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
RDA Financial Network | 9 | 3 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 12 | 12 | 0.11% | 0.13% | 0.15% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q1 2016 | 12 |
AIA Group Ltd | 12 | 12 | 0.04% | 0.15% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 1.30% | 1.95% | 3.00% | Q4 2020 | Q3 2023 | 12 |
ProVise Management Group, LLC | 8 | 2 | 0.03% | 0.47% | 0.90% | Q1 2015 | Q4 2018 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 2.67% | 3.95% | 5.14% | Q4 2020 | Q3 2023 | 12 |
Barrett Asset Management, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.25% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
TOBAM | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 1.51% | 1.86% | 2.53% | Q4 2016 | Q3 2019 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.57% | 0.70% | 0.89% | Q4 2016 | Q3 2019 | 12 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q4 2022 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.06% | 0.30% | 0.72% | Q1 2014 | Q1 2023 | 12 |
BLB&B Advisors, LLC | 10 | 2 | 0.03% | 0.20% | 0.42% | Q4 2014 | Q4 2017 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 12 |
OppenheimerFunds, Inc. | 7 | 2 | 0.00% | 0.22% | 0.37% | Q1 2015 | Q1 2019 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.06% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 11 |
LaFleur & Godfrey LLC | 9 | 2 | 0.05% | 1.67% | 3.56% | Q2 2013 | Q1 2018 | 11 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.02% | 0.12% | 0.33% | Q3 2017 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Maryland Capital Management | 10 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.15% | 0.25% | Q4 2020 | Q2 2023 | 11 |
Great Diamond Partners, LLC | 11 | 11 | 0.40% | 0.52% | 0.61% | Q2 2020 | Q4 2022 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CAMG Solamere Management, LLC | 11 | 11 | 0.10% | 0.26% | 0.42% | Q4 2016 | Q2 2019 | 11 |
Goelzer Investment Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.10% | 0.46% | Q2 2020 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
LOWE BROCKENBROUGH & CO INC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
BURNEY CO/ | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 7 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 11 |
New England Research & Management, Inc. | 9 | 1 | 0.18% | 0.65% | 1.26% | Q4 2013 | Q4 2018 | 11 |
Krilogy Financial LLC | 6 | 5 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q1 2023 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
KALMAR INVESTMENTS INC /DE/ | 11 | 11 | 0.24% | 0.30% | 0.36% | Q2 2013 | Q4 2015 | 11 |
Mount Yale Investment Advisors, LLC | 8 | 3 | 0.03% | 0.21% | 0.59% | Q1 2018 | Q3 2023 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.07% | 0.11% | 0.17% | Q4 2016 | Q2 2019 | 11 |
TODD ASSET MANAGEMENT LLC | 4 | 1 | 0.27% | 0.39% | 0.55% | Q3 2014 | Q1 2020 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CHEMICAL BANK | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q2 2019 | 11 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.05% | 0.19% | Q4 2016 | Q2 2023 | 11 |
Capital Advisors, Ltd. LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 11 |
Abacus Wealth Partners, LLC | 11 | 11 | 0.14% | 0.45% | 0.96% | Q4 2020 | Q2 2023 | 11 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.07% | 0.17% | 0.32% | Q2 2020 | Q4 2022 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 11 |
Global Endowment Management, LP | 11 | 11 | 0.04% | 0.08% | 0.25% | Q4 2016 | Q2 2019 | 11 |
Bangor Savings Bank | 11 | 11 | 0.01% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 11 | 11 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2021 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Quantinno Capital Management LP | 8 | 3 | 0.05% | 0.10% | 0.24% | Q1 2019 | Q3 2023 | 11 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 8 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
SG3 Management, LLC | 4 | 4 | 0.01% | 0.44% | 1.57% | Q4 2016 | Q4 2020 | 11 |
Turtle Creek Asset Management | 11 | 11 | 0.03% | 1.43% | 2.57% | Q2 2017 | Q4 2019 | 11 |
Bradley Mark J. | 11 | 11 | 2.43% | 2.83% | 3.21% | Q4 2020 | Q2 2023 | 11 |
B & T Capital Management DBA Alpha Capital Management | 11 | 11 | 0.37% | 0.78% | 0.97% | Q1 2021 | Q3 2023 | 11 |
Capital Research Global Investors | 8 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.12% | 0.34% | 0.46% | Q1 2020 | Q3 2022 | 11 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.34% | 0.91% | Q1 2016 | Q3 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Verdence Capital Advisors LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2022 | 10 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 10 |
Douglas C. Lane & Associates, Inc. | 10 | 10 | 0.02% | 0.21% | 0.36% | Q3 2013 | Q4 2015 | 10 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2022 | 10 |
Barrington Strategic Wealth Management Group LLC | 10 | 10 | 0.50% | 0.59% | 0.70% | Q2 2015 | Q3 2017 | 10 |
OPTIMUM INVESTMENT ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 10 |
Savant Capital, LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Ally Financial Inc. | 10 | 10 | 0.38% | 0.58% | 0.82% | Q3 2013 | Q4 2015 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.23% | 0.38% | 0.55% | Q2 2016 | Q3 2018 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SpiderRock Advisors, LLC | 3 | 2 | 0.00% | 0.04% | 0.20% | Q1 2017 | Q3 2023 | 10 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.11% | 1.26% | 1.74% | Q4 2017 | Q1 2020 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Perigon Wealth Management, LLC | 6 | 4 | 0.00% | 0.06% | 0.13% | Q2 2016 | Q3 2023 | 10 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.11% | 0.22% | Q1 2015 | Q4 2022 | 10 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 10 | 10 | 0.04% | 0.11% | 0.61% | Q4 2016 | Q1 2019 | 10 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.07% | 0.15% | Q1 2014 | Q1 2022 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.07% | 0.23% | Q3 2015 | Q3 2023 | 10 |
Indie Asset Partners, LLC | 6 | 1 | 0.17% | 0.22% | 0.26% | Q2 2020 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 10 |
Gilbert & Cook, Inc. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
BHK Investment Advisors, LLC | 10 | 10 | 0.13% | 0.15% | 0.18% | Q3 2020 | Q4 2022 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Kavar Capital Partners, LLC | 7 | 1 | 0.01% | 0.77% | 1.51% | Q1 2015 | Q2 2019 | 10 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q4 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
BEACON FINANCIAL GROUP | 8 | 2 | 0.80% | 0.96% | 1.34% | Q1 2015 | Q4 2017 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bach Option Ltd | 3 | 2 | 0.10% | 0.16% | 0.21% | Q3 2016 | Q4 2019 | 10 |
FIRST MANHATTAN CO. LLC. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2022 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q4 2016 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.26% | 0.46% | 0.74% | Q4 2015 | Q1 2018 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Arlington Partners LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Jupiter Investment Management Ltd | 6 | 1 | 0.00% | 0.21% | 0.71% | Q3 2015 | Q2 2020 | 10 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
ARGUS INVESTORS' COUNSEL, INC. | 10 | 10 | 0.08% | 0.26% | 0.34% | Q2 2021 | Q3 2023 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.07% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Bridgewater Associates | 5 | 1 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q4 2020 | 10 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Grove Bank & Trust | 6 | 4 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.02% | 0.10% | 0.26% | Q2 2016 | Q2 2020 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 4.32% | 5.01% | 5.98% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.06% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 8 | 2 | 0.01% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 10 |
Meristem Family Wealth, LLC | 4 | 1 | 0.03% | 0.07% | 0.14% | Q4 2015 | Q1 2022 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KDI CAPITAL PARTNERS LLC | 10 | 10 | 0.97% | 1.72% | 2.18% | Q3 2017 | Q4 2019 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.51% | 0.96% | Q4 2018 | Q1 2021 | 10 |
NWAM LLC | 7 | 3 | 0.04% | 0.29% | 0.54% | Q2 2020 | Q2 2023 | 10 |
SII INVESTMENTS INC/WI | 5 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BAXTER BROS INC | 9 | 9 | 0.16% | 0.20% | 0.24% | Q1 2018 | Q1 2020 | 9 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.09% | 0.19% | Q2 2016 | Q1 2019 | 9 |
FIRST NATIONAL TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Alpha Paradigm Partners, LLC | 9 | 9 | 0.04% | 0.14% | 0.26% | Q4 2020 | Q4 2022 | 9 |
Regal Investment Advisors LLC | 7 | 2 | 0.00% | 0.19% | 0.90% | Q2 2013 | Q4 2015 | 9 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2021 | 9 |
BALLAST ADVISORS LLC | 9 | 9 | 0.26% | 0.30% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 9 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q4 2023 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
FIRST INTERSTATE BANK | 7 | 2 | 0.02% | 0.12% | 0.16% | Q3 2015 | Q2 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.11% | 0.16% | Q2 2013 | Q2 2015 | 9 |
Mawer Investment Management Ltd. | 9 | 9 | 0.22% | 0.28% | 0.37% | Q4 2019 | Q4 2021 | 9 |
Fiera Capital Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 9 |
MONTAG & CALDWELL, LLC | 6 | 1 | 0.00% | 0.30% | 1.62% | Q2 2013 | Q2 2017 | 9 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 1 | 0.01% | 0.27% | 1.35% | Q1 2017 | Q1 2021 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.01% | 0.35% | 0.97% | Q1 2014 | Q1 2016 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2015 | 9 |
Brown Advisory Securities, LLC | 8 | 1 | 0.05% | 0.08% | 0.09% | Q3 2014 | Q1 2017 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.98% | 1.24% | 1.81% | Q3 2021 | Q3 2023 | 9 |
Newfound Research LLC | 9 | 9 | 0.10% | 0.17% | 0.20% | Q3 2020 | Q3 2022 | 9 |
DUALITY ADVISERS, LP | 5 | 1 | 0.03% | 0.19% | 0.39% | Q1 2019 | Q3 2023 | 9 |
Ariel Investments | 7 | 2 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q4 2017 | 9 |
Champlain Investment Partners, LLC | 9 | 9 | 0.36% | 0.50% | 0.59% | Q2 2015 | Q2 2017 | 9 |
Caprock Group, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.82% | 0.91% | 1.08% | Q1 2021 | Q1 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Nelson Capital Management, LLC | 4 | 1 | 0.00% | 0.93% | 2.24% | Q2 2013 | Q2 2017 | 9 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 4 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2022 | 9 |
ARBOR CAPITAL MANAGEMENT LLC | 9 | 9 | 0.34% | 0.56% | 0.84% | Q3 2013 | Q3 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
WEIK CAPITAL MANAGEMENT | 9 | 9 | 0.13% | 0.17% | 0.21% | Q2 2013 | Q2 2015 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q4 2018 | 9 |
Opus Capital Group, LLC | 9 | 9 | 0.10% | 0.13% | 0.19% | Q2 2015 | Q2 2017 | 9 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q1 2023 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 9 |
Harvest Fund Management Co., Ltd | 5 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.01% | 0.09% | 0.27% | Q4 2017 | Q1 2020 | 9 |
Teza Capital Management LLC | 3 | 1 | 0.06% | 0.24% | 0.77% | Q1 2017 | Q3 2022 | 9 |
F3Logic, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
AGRAN LIBBIE | 9 | 9 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q2 2015 | 9 |
Beaumont Financial Partners, LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
CORTLAND ASSOCIATES INC/MO | 9 | 9 | 3.58% | 4.24% | 4.79% | Q2 2013 | Q2 2015 | 9 |
ATLAS CAPITAL ADVISORS LLC | 7 | 2 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2022 | 9 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q4 2018 | 9 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 9 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 9 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q2 2019 | 9 |
Hoese & Co LLP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Radnor Capital Management, LLC | 9 | 9 | 0.12% | 0.13% | 0.14% | Q4 2016 | Q4 2018 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.08% | 0.20% | 0.30% | Q1 2021 | Q1 2023 | 9 |
COOKSON PEIRCE & CO INC | 9 | 9 | 0.70% | 0.78% | 0.87% | Q4 2018 | Q4 2020 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.07% | 0.34% | Q4 2016 | Q1 2021 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
PARK CIRCLE Co | 8 | 1 | 0.24% | 0.50% | 0.97% | Q1 2014 | Q2 2017 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.08% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.09% | 0.17% | Q3 2013 | Q2 2020 | 9 |
Night Owl Capital Management, LLC | 9 | 9 | 2.81% | 4.01% | 4.72% | Q2 2013 | Q2 2015 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.00% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 9 |
Euclid Advisors LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 9 |
Cable Hill Partners, LLC | 7 | 2 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q3 2020 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
ASSOCIATED BANC-CORP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.04% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 9 |
CIBC BANK USA | 7 | 1 | 0.03% | 0.17% | 0.25% | Q2 2013 | Q4 2019 | 8 |
UNIVERSITY OF NOTRE DAME DU LAC | 8 | 8 | 1.55% | 2.07% | 2.77% | Q2 2018 | Q1 2020 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.27% | Q4 2016 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 7 | 1 | 1.03% | 2.35% | 3.26% | Q4 2013 | Q2 2016 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.06% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
INVESTMENT HOUSE LLC | 8 | 8 | 0.14% | 0.51% | 0.64% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.42% | 0.47% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Boston Partners | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.15% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 7 | 1 | 0.02% | 0.69% | 1.06% | Q1 2019 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.02% | 0.36% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Meiji Yasuda Life Insurance Co | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
AGF INVESTMENTS INC. | 6 | 2 | 0.00% | 0.19% | 0.55% | Q1 2020 | Q3 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Vancity Investment Management Ltd | 8 | 8 | 1.04% | 1.16% | 1.26% | Q4 2021 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Touchstone Capital, Inc. | 8 | 8 | 4.13% | 8.55% | 10.24% | Q4 2020 | Q3 2022 | 8 |
Banco Santander, S.A. | 5 | 3 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q1 2022 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.38% | 0.54% | 0.69% | Q4 2020 | Q3 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Silver Lake Advisory, LLC | 6 | 2 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q2 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.12% | 0.19% | Q3 2020 | Q1 2023 | 8 |
WEALTHFRONT Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.04% | 0.37% | 0.68% | Q4 2021 | Q3 2023 | 8 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 5 | 1 | 0.09% | 0.10% | 0.16% | Q3 2013 | Q4 2017 | 8 |
REINHART PARTNERS, LLC. | 8 | 8 | 0.10% | 0.14% | 0.28% | Q2 2013 | Q1 2015 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
REGENTATLANTIC CAPITAL LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 8 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.03% | 0.09% | 0.25% | Q2 2013 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TWIN CAPITAL MANAGEMENT INC | 5 | 3 | 0.14% | 0.18% | 0.32% | Q3 2017 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
HORAN CAPITAL MANAGEMENT | 8 | 8 | 0.49% | 1.48% | 1.98% | Q1 2015 | Q4 2016 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Greenhouse Funds LLLP | 5 | 1 | 0.04% | 1.85% | 3.83% | Q4 2016 | Q3 2022 | 8 |
WESBANCO BANK INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 8 |
First American Bank | 8 | 8 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q4 2021 | 8 |
DONALDSON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.80% | 1.70% | Q2 2014 | Q1 2016 | 8 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.15% | 0.42% | Q1 2017 | Q3 2022 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Morningstar Investment Services LLC | 8 | 8 | 0.58% | 0.70% | 0.94% | Q1 2015 | Q4 2016 | 8 |
Ziegler Capital Management, LLC | 6 | 2 | 0.07% | 0.10% | 0.11% | Q1 2020 | Q3 2023 | 8 |
Suncoast Equity Management | 8 | 8 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Graham Capital Management, L.P. | 6 | 1 | 0.01% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 8 |
Integrated Wealth Management | 8 | 8 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q4 2016 | 8 |
ROPES WEALTH ADVISORS LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 8 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 8 | 8 | 0.34% | 0.53% | 0.64% | Q2 2013 | Q1 2015 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q1 2016 | Q4 2017 | 8 |
JENNISON ASSOCIATES LLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q3 2013 | Q3 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.17% | 0.35% | Q1 2019 | Q1 2022 | 8 |
Hexavest Inc. | 8 | 8 | 0.00% | 0.10% | 0.19% | Q4 2019 | Q3 2021 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.07% | 0.16% | 0.20% | Q4 2019 | Q3 2021 | 8 |
Brendel Financial Advisors LLC | 5 | 3 | 0.15% | 0.76% | 1.76% | Q2 2020 | Q2 2022 | 8 |
One Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2017 | Q4 2019 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
Wahed Invest LLC | 8 | 8 | 0.16% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.03% | 0.57% | 0.88% | Q1 2015 | Q3 2023 | 8 |
CLIFFORD CAPITAL PARTNERS LLC | 8 | 8 | 3.18% | 3.75% | 4.04% | Q4 2017 | Q3 2019 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.08% | 0.22% | Q3 2020 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
SAMLYN CAPITAL, LLC | 4 | 1 | 0.01% | 0.24% | 0.88% | Q1 2017 | Q2 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.35% | 0.48% | 0.61% | Q2 2013 | Q1 2015 | 8 |
Financial Architects, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 8 |
IHT Wealth Management, LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.12% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.07% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Gladius Capital Management LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.80% | 0.92% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.26% | 0.95% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.07% | 0.17% | 0.51% | Q4 2013 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Optas, LLC | 2 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q2 2023 | 7 |
BRYN MAWR TRUST Co | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2017 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.12% | 0.13% | 0.15% | Q4 2015 | Q2 2017 | 7 |
Van Hulzen Asset Management, LLC | 6 | 1 | 0.12% | 0.50% | 1.00% | Q2 2015 | Q4 2017 | 7 |
CSS LLC/IL | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 7 |
WESTERN FINANCIAL Corp | 7 | 7 | 0.38% | 0.50% | 0.64% | Q4 2020 | Q2 2022 | 7 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 2 | 0.10% | 0.11% | 0.13% | Q4 2015 | Q3 2019 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 2 | 0.01% | 0.14% | 0.30% | Q3 2018 | Q4 2020 | 7 |
Strategic Advisors LLC | 7 | 7 | 0.29% | 0.32% | 0.37% | Q2 2015 | Q4 2016 | 7 |
AUXIER ASSET MANAGEMENT | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2021 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q4 2014 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.02% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 3 | 0.12% | 0.33% | 0.60% | Q4 2015 | Q1 2018 | 7 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 3 | 0.02% | 0.68% | 1.26% | Q3 2014 | Q1 2018 | 7 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.06% | 0.70% | 1.54% | Q2 2013 | Q1 2017 | 7 |
Douglas Lane & Associates, LLC | 7 | 7 | 0.02% | 0.23% | 0.42% | Q1 2016 | Q3 2017 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.18% | 0.43% | 1.38% | Q1 2020 | Q1 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 7 |
Krane Funds Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
SevenBridge Financial Group, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 7 |
Mascoma Wealth Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
MIDWEST INVESTMENT MANAGEMENT LLC | 7 | 7 | 2.02% | 2.18% | 2.48% | Q1 2015 | Q3 2016 | 7 |
Procyon Advisors, LLC | 3 | 2 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 7 |
PDT Partners, LLC | 6 | 1 | 0.14% | 0.46% | 0.64% | Q2 2013 | Q3 2020 | 7 |
Employers Holdings, Inc. | 7 | 7 | 0.15% | 0.27% | 0.47% | Q3 2019 | Q1 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.11% | 0.15% | Q1 2021 | Q4 2022 | 7 |
Greenline Partners, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Airain ltd | 2 | 1 | 0.04% | 0.21% | 0.72% | Q2 2014 | Q2 2017 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Triasima Portfolio Management inc. | 7 | 7 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Eliot Finkel Investment Counsel, LLC | 7 | 7 | 1.02% | 1.26% | 1.45% | Q4 2015 | Q2 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.14% | 0.20% | 0.28% | Q2 2013 | Q4 2014 | 7 |
FARR MILLER & WASHINGTON LLC/DC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Family Management Corp | 6 | 1 | 0.21% | 0.66% | 0.86% | Q4 2015 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.11% | 0.13% | 0.15% | Q3 2019 | Q1 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DMC Group, LLC | 7 | 7 | 0.22% | 0.29% | 0.57% | Q4 2021 | Q2 2023 | 7 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2022 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Kidder Stephen W | 7 | 7 | 0.16% | 0.17% | 0.17% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EULAV Asset Management | 7 | 7 | 0.07% | 0.15% | 0.17% | Q2 2013 | Q4 2014 | 7 |
FIRST NATIONAL BANK SIOUX FALLS | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
DOWLING & YAHNKE LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 7 | 0.12% | 0.46% | 0.81% | Q2 2015 | Q4 2016 | 7 |
PacWest Financial Management Inc | 7 | 7 | 0.93% | 1.02% | 1.15% | Q2 2015 | Q4 2016 | 7 |
FORT, L.P. | 7 | 7 | 0.12% | 0.30% | 0.45% | Q3 2020 | Q1 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.02% | 0.21% | 0.42% | Q4 2020 | Q2 2023 | 7 |
SOA Wealth Advisors, LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 3 | 0.00% | 0.09% | 0.31% | Q2 2021 | Q3 2023 | 7 |
BARINGS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Investors Research Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 7 |
Brand Asset Management Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.07% | 0.23% | Q2 2014 | Q2 2021 | 7 |
Sustainable Growth Advisers, LP | 7 | 7 | 2.46% | 3.07% | 3.45% | Q2 2013 | Q4 2014 | 7 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.08% | 0.14% | 0.16% | Q2 2013 | Q4 2014 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2015 | Q1 2017 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2018 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q4 2021 | 6 |
TimesSquare Capital Management, LLC | 6 | 6 | 0.32% | 0.46% | 0.54% | Q1 2015 | Q2 2016 | 6 |
Wealth Alliance | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.06% | 0.13% | 0.25% | Q1 2015 | Q2 2016 | 6 |
Bremer Bank National Association | 5 | 1 | 0.01% | 0.82% | 1.71% | Q1 2019 | Q3 2022 | 6 |
GHP Investment Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Marble Harbor Investment Counsel, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Maven Securities LTD | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
ADVISORY RESEARCH INC | 5 | 1 | 0.00% | 0.04% | 0.05% | Q1 2014 | Q2 2021 | 6 |
AXS Investments LLC | 6 | 6 | 0.30% | 0.35% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q4 2017 | 6 |
WESPAC Advisors, LLC | 2 | 1 | 0.18% | 0.77% | 1.82% | Q3 2017 | Q1 2021 | 6 |
MOGY JOEL R INVESTMENT COUNSEL INC | 6 | 6 | 0.08% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.10% | 0.35% | Q3 2020 | Q3 2023 | 6 |
Pendal Group Ltd | 6 | 6 | 0.37% | 0.75% | 0.88% | Q4 2018 | Q1 2020 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.91% | 1.00% | 1.13% | Q2 2022 | Q3 2023 | 6 |
SRB CORP | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q1 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.09% | 0.14% | 0.15% | Q4 2021 | Q1 2023 | 6 |
Dynamic Capital Management Ltd | 2 | 1 | 0.14% | 0.35% | 0.71% | Q2 2013 | Q4 2017 | 6 |
VONTOBEL ASSET MANAGEMENT INC | 3 | 3 | 0.09% | 0.18% | 0.33% | Q2 2013 | Q3 2015 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Compagnie Lombard Odier SCmA | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 6 |
Copeland Capital Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Family Firm, Inc. | 6 | 6 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
GREAT LAKES ADVISORS, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2022 | 6 |
State of Wyoming | 6 | 6 | 0.00% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q1 2019 | 6 |
COMERICA SECURITIES,INC. | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q4 2022 | 6 |
Clarus Wealth Advisors | 5 | 1 | 0.02% | 0.04% | 0.14% | Q2 2018 | Q2 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Nicholas Investment Partners, LP | 4 | 2 | 0.13% | 0.17% | 0.21% | Q3 2013 | Q2 2016 | 6 |
WOLFF WIESE MAGANA LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2022 | 6 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 2 | 0.14% | 0.25% | 0.40% | Q2 2018 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.04% | 0.10% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CARDEROCK CAPITAL MANAGEMENT INC | 5 | 1 | 0.02% | 0.92% | 1.77% | Q2 2013 | Q1 2023 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 6 | 0.90% | 0.95% | 0.98% | Q3 2018 | Q4 2019 | 6 |
RK Asset Management, LLC | 4 | 2 | 0.01% | 2.53% | 4.10% | Q4 2021 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.12% | 0.28% | 0.61% | Q1 2015 | Q4 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.25% | 0.40% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.12% | 0.20% | 0.45% | Q3 2014 | Q1 2018 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.09% | 0.41% | Q3 2016 | Q4 2017 | 6 |
FIELDPOINT PRIVATE ADVISORS, INC | 6 | 6 | 1.60% | 2.18% | 2.43% | Q3 2013 | Q4 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.50% | 1.03% | Q1 2022 | Q2 2023 | 6 |
BRIGHTON JONES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.64% | 0.68% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Bickling Financial Services, Inc. | 6 | 6 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q2 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
DE BURLO GROUP INC | 2 | 1 | 0.02% | 0.28% | 0.94% | Q1 2018 | Q3 2022 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.23% | 0.28% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q4 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EMFO, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Aston Asset Management, LLC | 6 | 6 | 0.89% | 1.28% | 1.66% | Q1 2015 | Q2 2016 | 6 |
GENEVA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.88% | 1.03% | 1.20% | Q2 2013 | Q3 2014 | 6 |
FAYEZ SAROFIM & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.05% | 0.16% | Q3 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 6 |
Pearl River Capital, LLC | 4 | 1 | 0.04% | 0.47% | 1.14% | Q3 2019 | Q1 2023 | 6 |
PFG Advisors | 6 | 6 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2022 | 6 |
J. Goldman & Co LP | 2 | 1 | 0.02% | 0.26% | 0.51% | Q3 2013 | Q3 2022 | 6 |
CAPITAL COUNSEL LLC/NY | 6 | 6 | 0.23% | 0.44% | 0.66% | Q2 2013 | Q3 2014 | 6 |
Mariner Wealth Advisors-Cincinnati, LLC | 6 | 6 | 0.23% | 0.31% | 0.47% | Q2 2017 | Q3 2018 | 6 |
ARGENT CAPITAL MANAGEMENT LLC | 6 | 6 | 1.61% | 1.86% | 2.19% | Q1 2016 | Q2 2017 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q4 2022 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
MASTRAPASQUA ASSET MANAGEMENT INC | 5 | 5 | 0.51% | 0.54% | 0.58% | Q2 2020 | Q2 2021 | 5 |
COURIER CAPITAL LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2015 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.33% | 0.55% | Q2 2013 | Q2 2014 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 5 |
NEXT CENTURY GROWTH INVESTORS LLC | 3 | 2 | 0.14% | 0.20% | 0.26% | Q2 2013 | Q4 2014 | 5 |
CLINTON GROUP INC | 3 | 1 | 0.01% | 0.13% | 0.22% | Q2 2013 | Q2 2018 | 5 |
Chesley Taft & Associates LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
WEST BANCORPORATION INC | 3 | 2 | 0.10% | 0.17% | 0.29% | Q1 2022 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.03% | 0.08% | 0.20% | Q2 2020 | Q3 2022 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.03% | 0.77% | 1.82% | Q1 2015 | Q1 2016 | 5 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.34% | 1.02% | Q1 2014 | Q4 2021 | 5 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.07% | 0.16% | Q4 2013 | Q2 2015 | 5 |
ALPHASIMPLEX GROUP, LLC | 4 | 1 | 0.24% | 1.78% | 4.29% | Q2 2021 | Q3 2022 | 5 |
Rex Capital Advisors, LLC | 5 | 5 | 0.10% | 0.13% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 5 |
Marquette Asset Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Dana Investment Advisors, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.16% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 5 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2015 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.10% | 0.35% | Q2 2020 | Q3 2023 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.01% | 0.09% | 0.20% | Q4 2017 | Q4 2018 | 5 |
Crystal Rock Capital Management | 5 | 5 | 1.84% | 3.52% | 4.33% | Q3 2013 | Q3 2014 | 5 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.67% | 0.78% | 0.91% | Q3 2021 | Q3 2022 | 5 |
FDO Partners, LLC | 3 | 2 | 0.19% | 0.42% | 0.82% | Q1 2016 | Q4 2017 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.10% | 0.16% | Q2 2017 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Nadler Financial Group, Inc. | 5 | 5 | 0.17% | 0.18% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Broad Run Investment Management | 5 | 5 | 0.64% | 1.08% | 1.27% | Q2 2020 | Q2 2021 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Virtus ETF Advisers LLC | 3 | 2 | 0.24% | 0.37% | 0.50% | Q2 2022 | Q3 2023 | 5 |
PARK PRESIDIO CAPITAL LLC | 5 | 5 | 1.15% | 3.96% | 5.26% | Q3 2018 | Q3 2019 | 5 |
Verity Asset Management, Inc. | 5 | 5 | 0.24% | 0.26% | 0.28% | Q2 2019 | Q2 2020 | 5 |
Parkwood LLC | 4 | 1 | 0.43% | 0.66% | 0.77% | Q4 2015 | Q1 2017 | 5 |
Brookstone Capital Management | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 5 |
Capital Impact Advisors, LLC | 5 | 5 | 0.37% | 0.40% | 0.49% | Q1 2015 | Q1 2016 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Melvin Capital Management LP | 2 | 2 | 0.31% | 0.38% | 0.43% | Q1 2016 | Q1 2018 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q2 2016 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Deane Retirement Strategies, Inc. | 3 | 2 | 0.02% | 1.00% | 1.43% | Q1 2017 | Q3 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.06% | 0.13% | 0.18% | Q4 2015 | Q4 2016 | 5 |
CAPITAL INSIGHT PARTNERS, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.09% | 0.50% | 0.83% | Q4 2017 | Q4 2018 | 5 |
FORESTERS ASSET MANAGEMENT INC. | 4 | 1 | 0.20% | 1.87% | 3.43% | Q2 2016 | Q4 2018 | 5 |
ELCO Management Co., LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Norway Savings Bank | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2018 | 5 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.09% | 0.15% | Q3 2020 | Q4 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.16% | 0.32% | Q3 2019 | Q3 2020 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Knuff & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
General Partner, Inc. | 5 | 5 | 0.52% | 0.56% | 0.61% | Q4 2022 | Q4 2023 | 5 |
Symphony Financial, Ltd. Co. | 5 | 5 | 0.19% | 0.33% | 0.76% | Q3 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 4 | 1 | 0.02% | 0.09% | 0.13% | Q4 2020 | Q3 2022 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NZS Capital, LLC | 3 | 2 | 0.50% | 0.73% | 0.89% | Q2 2021 | Q3 2023 | 5 |
Berkshire Bank | 5 | 5 | 0.07% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
KEYSTONE WEALTH PARTNERS | 5 | 5 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.07% | 0.10% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
LGT Fund Management Co Ltd. | 3 | 2 | 0.03% | 0.41% | 1.20% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.32% | 0.34% | 0.36% | Q4 2022 | Q4 2023 | 5 |
CITY NATIONAL BANK | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
HONEYWELL INTERNATIONAL INC | 4 | 1 | 0.31% | 0.40% | 0.46% | Q1 2015 | Q2 2017 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.03% | 0.55% | 1.38% | Q2 2013 | Q2 2014 | 5 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 5 | 5 | 2.44% | 2.75% | 3.57% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.07% | 0.11% | Q2 2013 | Q2 2014 | 5 |
IBERIABANK CORP | 5 | 5 | 0.03% | 0.24% | 0.57% | Q1 2018 | Q1 2019 | 5 |
British Airways Pensions Investment Management Ltd | 3 | 1 | 0.41% | 0.59% | 0.80% | Q1 2016 | Q3 2020 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q1 2014 | Q4 2014 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 4 | 1.16% | 1.37% | 1.60% | Q2 2015 | Q1 2016 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL CORP | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Ruane, Cunniff & Goldfarb L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.08% | 0.41% | 1.40% | Q1 2016 | Q4 2019 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.03% | 0.13% | Q1 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q4 2023 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q1 2017 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Drystone LLC | 4 | 4 | 0.33% | 0.34% | 0.36% | Q4 2021 | Q3 2022 | 4 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q3 2014 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Spectrum Management Group, LLC | 2 | 1 | 0.01% | 0.13% | 0.36% | Q1 2016 | Q3 2021 | 4 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2019 | 4 |
MIROVA | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.56% | 0.57% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Eagle Ridge Investment Management | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.16% | 0.21% | 0.25% | Q2 2017 | Q1 2018 | 4 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 4 |
Ascent Wealth Partners, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q3 2014 | Q2 2015 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.38% | 0.73% | Q2 2013 | Q1 2014 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Aurora Investment Counsel | 4 | 4 | 0.86% | 0.98% | 1.12% | Q2 2019 | Q1 2020 | 4 |
BANCORPSOUTH INC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q1 2015 | Q4 2015 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.63% | 0.83% | Q4 2018 | Q1 2023 | 4 |
COWEN INC. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 4 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q4 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 4 | 0.60% | 0.65% | 0.70% | Q1 2019 | Q4 2019 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.10% | 0.18% | 0.22% | Q2 2016 | Q1 2017 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.23% | 0.63% | Q2 2020 | Q4 2022 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2016 | 4 |
BIGLARI CAPITAL CORP. | 4 | 4 | 0.05% | 0.54% | 1.37% | Q4 2014 | Q3 2015 | 4 |
Hutchin Hill Capital, LP | 2 | 1 | 0.01% | 0.42% | 1.29% | Q1 2015 | Q3 2017 | 4 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.02% | 0.11% | 0.15% | Q4 2016 | Q1 2018 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
qPULA Trading Management LP | 3 | 1 | 0.51% | 0.64% | 0.79% | Q4 2020 | Q4 2021 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 2.18% | 2.47% | 2.71% | Q4 2021 | Q3 2022 | 4 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Waterfront Wealth Inc. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Joseph R. Weiss, LLC | 3 | 3 | 0.15% | 3.34% | 4.82% | Q1 2018 | Q3 2018 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 1.10% | 1.86% | 2.56% | Q1 2019 | Q4 2019 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.06% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q3 2017 | Q2 2018 | 4 |
Long Wharf Investors, Inc. | 4 | 4 | 0.22% | 0.34% | 0.40% | Q3 2013 | Q2 2014 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.01% | 0.28% | 0.98% | Q4 2018 | Q3 2022 | 4 |
Cribstone Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
CNB Bank | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.13% | 0.26% | Q2 2016 | Q4 2018 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.68% | 1.38% | Q1 2015 | Q4 2015 | 4 |
Magnus Financial Group LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2014 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 3 | 1 | 0.15% | 0.19% | 0.27% | Q4 2020 | Q2 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.62% | 0.66% | 0.71% | Q4 2022 | Q3 2023 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.38% | 0.41% | 0.43% | Q4 2013 | Q3 2014 | 4 |
Townsend & Associates, Inc | 3 | 1 | 1.34% | 1.47% | 1.65% | Q4 2017 | Q4 2020 | 4 |
Olympiad Research LP | 2 | 2 | 0.14% | 0.22% | 0.31% | Q2 2020 | Q2 2023 | 4 |
Oak Thistle LLC | 2 | 2 | 0.18% | 0.43% | 0.72% | Q2 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.20% | 0.34% | Q1 2021 | Q4 2022 | 4 |
INTRUST BANK NA | 4 | 4 | 0.13% | 0.18% | 0.25% | Q2 2013 | Q1 2014 | 4 |
OAKBROOK INVESTMENTS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.20% | 0.34% | 0.61% | Q2 2016 | Q2 2018 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.81% | 0.85% | 0.88% | Q4 2022 | Q3 2023 | 4 |
WHALEROCK POINT PARTNERS, LLC | 4 | 4 | 0.07% | 0.12% | 0.17% | Q2 2017 | Q1 2018 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Guidant Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 3 |
HENDLEY & CO INC | 3 | 3 | 1.34% | 1.38% | 1.41% | Q2 2015 | Q4 2015 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 1 | 0.01% | 0.16% | 0.24% | Q2 2013 | Q4 2018 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q4 2019 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.14% | 0.24% | 0.30% | Q3 2019 | Q3 2020 | 3 |
Arkadios Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.31% | 0.92% | Q2 2016 | Q4 2017 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
LILLEY & CO | 3 | 3 | 0.10% | 0.19% | 0.26% | Q4 2013 | Q2 2014 | 3 |
Randolph Co Inc | 3 | 3 | 0.38% | 0.42% | 0.44% | Q1 2014 | Q3 2014 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
ABSHER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 2.12% | 3.20% | Q1 2023 | Q3 2023 | 3 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.02% | 0.10% | 0.15% | Q1 2019 | Q3 2019 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Hemenway Trust Co LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q1 2018 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q1 2018 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Argent Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Ulysses Management LLC | 3 | 3 | 0.15% | 0.19% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.33% | 0.90% | 1.50% | Q4 2013 | Q4 2019 | 3 |
USCA RIA LLC | 2 | 1 | 0.01% | 0.21% | 0.33% | Q1 2018 | Q1 2020 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q4 2019 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 3 |
Investment Management Corp of Ontario | 2 | 1 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Verdad Advisers, LP | 3 | 3 | 1.30% | 2.32% | 3.21% | Q3 2021 | Q1 2022 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.08% | 0.14% | Q4 2016 | Q1 2020 | 3 |
STF Management LP | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 3 |
LWMG, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 1.01% | 2.63% | Q1 2017 | Q4 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Gleason Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bank Pictet & Cie (Europe) AG | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 3 |
GLADE BROOK CAPITAL PARTNERS LLC | 3 | 3 | 4.98% | 6.77% | 7.87% | Q4 2013 | Q2 2014 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.45% | 0.50% | 0.54% | Q1 2015 | Q3 2015 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.13% | 0.16% | 0.18% | Q2 2019 | Q4 2019 | 3 |
TOEWS CORP /ADV | 2 | 1 | 0.07% | 0.29% | 0.72% | Q1 2021 | Q2 2022 | 3 |
Covenant Multifamily Offices, LLC | 3 | 3 | 0.40% | 0.72% | 1.04% | Q1 2018 | Q3 2018 | 3 |
BB&T INVESTMENT SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
Sculptor Capital LP | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q2 2014 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.17% | 0.30% | 0.47% | Q1 2017 | Q4 2020 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q2 2017 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q3 2023 | Q3 2023 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q4 2022 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.15% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Alpha Square Group S LLC | 2 | 1 | 0.73% | 1.02% | 1.51% | Q1 2022 | Q4 2022 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.34% | 0.38% | 0.44% | Q2 2022 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.13% | 0.32% | 0.56% | Q1 2022 | Q3 2023 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Intrinsic Value Partners, LLC | 2 | 1 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q2 2023 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Alpha DNA Investment Management LLC | 3 | 3 | 1.05% | 1.10% | 1.20% | Q4 2021 | Q2 2022 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.15% | 0.21% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 3 |
Brookfield Asset Management | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.20% | 0.44% | 0.75% | Q1 2016 | Q3 2020 | 3 |
Well Done, LLC | 1 | 1 | 0.02% | 0.14% | 0.36% | Q3 2017 | Q4 2018 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 3 |
STEELHEAD PARTNERS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q1 2019 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
APPLETON PARTNERS INC/MA | 3 | 3 | 0.13% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.06% | 0.08% | 0.08% | Q4 2012 | Q2 2013 | 3 |
VELA Investment Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Concentric Capital Strategies, LP | 1 | 1 | 0.59% | 0.97% | 1.19% | Q1 2022 | Q2 2023 | 3 |
Varma Mutual Pension Insurance Co | 2 | 1 | 0.07% | 0.10% | 0.16% | Q1 2022 | Q1 2023 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CenterBook Partners LP | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Bank of New Hampshire | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Regency Capital Management Inc.\DE | 2 | 1 | 0.00% | 0.36% | 0.54% | Q1 2021 | Q4 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
KOCH INDUSTRIES INC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q4 2017 | 3 |
CPWM, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 2 | 1 | 0.23% | 0.28% | 0.31% | Q4 2021 | Q2 2023 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Manitou Investment Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 3 |
American Financial Advisors, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Century Capital Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Lafayette Investments | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.07% | 0.14% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
Legacy Trust | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Regiment Capital Management LLC | 3 | 3 | 11.52% | 15.73% | 19.42% | Q2 2013 | Q4 2013 | 3 |
Y-Intercept (Hong Kong) Ltd | 3 | 3 | 0.20% | 0.26% | 0.36% | Q2 2022 | Q4 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2015 | 3 |
Cornerstone Advisors, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q3 2020 | Q1 2021 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q4 2021 | 3 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 1.95% | 3.42% | 4.21% | Q4 2019 | Q2 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2018 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CLEARBRIDGE, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.09% | 0.26% | Q4 2017 | Q4 2018 | 3 |
Valmark Advisers, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Friedberg Investment Management | 3 | 3 | 0.28% | 0.55% | 0.71% | Q2 2013 | Q4 2013 | 3 |
Ionic Capital Management LLC | 1 | 1 | 0.02% | 0.09% | 0.12% | Q2 2022 | Q2 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 3 |
Pineno Levin & Ford Asset Management, Inc. | 3 | 3 | 0.14% | 0.17% | 0.18% | Q1 2015 | Q3 2015 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.03% | 0.09% | 0.18% | Q1 2017 | Q4 2020 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.20% | 0.27% | 0.34% | Q4 2022 | Q2 2023 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.08% | 0.12% | 0.21% | Q2 2018 | Q3 2020 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.41% | 0.50% | 0.66% | Q4 2013 | Q1 2014 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.12% | 0.15% | Q4 2013 | Q2 2014 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2022 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Secrest Blakey & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2019 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Albar Capital Ltd | 1 | 1 | 2.02% | 2.22% | 2.42% | Q4 2019 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Ceredex Value Advisors LLC | 1 | 1 | 0.46% | 0.97% | 1.49% | Q1 2020 | Q1 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 2 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.26% | 0.33% | 0.39% | Q4 2022 | Q2 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q4 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Sandbar Asset Management LLP | 2 | 2 | 0.99% | 1.96% | 2.92% | Q1 2020 | Q2 2020 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.03% | 0.22% | 0.40% | Q2 2020 | Q3 2020 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.29% | 0.45% | 0.62% | Q1 2017 | Q4 2017 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Exane Asset Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.09% | 0.27% | 0.44% | Q1 2023 | Q2 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Signition LP | 2 | 2 | 0.28% | 1.02% | 1.76% | Q2 2019 | Q3 2019 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.30% | 0.60% | Q1 2020 | Q3 2020 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Invictus RG | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.35% | 0.37% | 0.40% | Q4 2015 | Q1 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Brightworth | 1 | 1 | 0.05% | 0.11% | 0.17% | Q4 2016 | Q1 2018 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 2 |
Versor Investments LP | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Bristol Gate Capital Partners Inc. | 2 | 2 | 4.94% | 5.16% | 5.37% | Q4 2014 | Q1 2015 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Arden Trust Co | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Graypoint LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LRT Capital Management, LLC | 2 | 2 | 0.20% | 0.31% | 0.43% | Q2 2022 | Q3 2022 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.12% | 0.44% | 0.77% | Q1 2016 | Q2 2016 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Dakota Wealth Management | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.45% | 0.47% | 0.49% | Q3 2013 | Q4 2013 | 2 |
Hikari Power Ltd | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2015 | Q1 2016 | 2 |
Veracity Capital LLC | 2 | 2 | 0.29% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
FORTE CAPITAL LLC /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.50% | 0.61% | 0.72% | Q2 2015 | Q3 2015 | 2 |
CG Asset Management LLC | 2 | 2 | 0.12% | 0.20% | 0.27% | Q3 2014 | Q4 2014 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.31% | 0.44% | 0.58% | Q1 2014 | Q3 2014 | 2 |
WD RUTHERFORD LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2019 | Q3 2019 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.55% | 1.33% | 2.11% | Q1 2012 | Q1 2013 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.10% | 0.13% | 0.17% | Q1 2015 | Q3 2015 | 2 |
Nepsis Inc. | 1 | 1 | 0.48% | 0.51% | 0.54% | Q3 2015 | Q2 2016 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 1.42% | 1.44% | 1.46% | Q2 2023 | Q3 2023 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.34% | 0.50% | 0.66% | Q1 2023 | Q2 2023 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.21% | 0.24% | 0.28% | Q3 2013 | Q4 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2015 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.40% | 0.46% | 0.51% | Q2 2019 | Q2 2021 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Innovative Portfolios | 2 | 2 | 0.83% | 0.83% | 0.83% | Q3 2021 | Q4 2021 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2013 | Q2 2013 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.44% | 0.86% | Q2 2022 | Q4 2022 | 2 |
McElhenny Sheffield Capital Management, LLC | 2 | 2 | 0.04% | 0.40% | 0.75% | Q3 2022 | Q4 2022 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 2 |
SPRING CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.07% | 0.13% | 0.19% | Q3 2013 | Q2 2014 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LGT Group Foundation | 2 | 2 | 0.60% | 0.61% | 0.62% | Q2 2023 | Q3 2023 | 2 |
KFG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.84% | 0.88% | 0.92% | Q1 2023 | Q3 2023 | 2 |
Crestline Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Joule Financial, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Vantage Investment Partners, LLC | 2 | 2 | 1.64% | 1.65% | 1.67% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.54% | 0.82% | 1.12% | Q3 2014 | Q4 2014 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FIDUCIARY SERVICES CORP/GA | 2 | 2 | 0.11% | 0.15% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.09% | 0.16% | 0.24% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.32% | 0.34% | 0.35% | Q4 2022 | Q1 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 2 |
Horizon Kinetics | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Orca Investment Management, LLC | 2 | 2 | 1.85% | 1.86% | 1.88% | Q4 2016 | Q1 2017 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2014 | Q3 2019 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
NUANCE INVESTMENTS, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2017 | Q3 2017 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Granite Investment Advisors, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q3 2020 | Q4 2020 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.15% | 0.24% | 0.34% | Q3 2013 | Q4 2013 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q1 2020 | 2 |
SEARLE & CO. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.19% | 0.25% | 0.32% | Q2 2013 | Q4 2013 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.04% | 0.12% | 0.20% | Q3 2017 | Q4 2019 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2023 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q4 2018 | 2 |
STEWART W P & CO LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.21% | 0.22% | 0.23% | Q2 2016 | Q1 2019 | 2 |
Red Granite Advisors LLC | 2 | 2 | 3.22% | 3.27% | 3.32% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
ALLEN OPERATIONS LLC | 2 | 2 | 1.22% | 1.23% | 1.23% | Q2 2013 | Q3 2013 | 2 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
CIM, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q2 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2021 | 2 |
CRAWFORD INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Coho Partners, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.01% | 0.25% | 0.50% | Q2 2020 | Q3 2020 | 2 |
Sabal Trust CO | 2 | 2 | 0.96% | 0.97% | 0.98% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 1.08% | 1.08% | 1.09% | Q2 2023 | Q3 2023 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.45% | 0.49% | 0.54% | Q4 2016 | Q1 2017 | 2 |
BROADVIEW ADVISORS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2016 | Q1 2017 | 2 |
SPECTRUM ADVISORY SERVICES INC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2015 | Q1 2016 | 2 |
SUSQUEHANNA TRUST & INVESTMENT CO | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.14% | 0.25% | Q1 2015 | Q3 2020 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.20% | 0.28% | 0.35% | Q3 2014 | Q4 2017 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.17% | 0.20% | 0.23% | Q2 2015 | Q2 2016 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.12% | 0.22% | 0.32% | Q1 2014 | Q2 2014 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.07% | 0.34% | 0.62% | Q1 2017 | Q2 2022 | 2 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q4 2014 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 2 |
ALERUS FINANCIAL NA | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2013 | Q3 2013 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 1.67% | 1.70% | 1.72% | Q2 2013 | Q3 2013 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.14% | 0.23% | Q1 2019 | Q1 2019 | 2 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2013 | Q4 2013 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2021 | Q3 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2017 | Q2 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FCF Advisors LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2023 | Q4 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Noble Family Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2020 | Q2 2020 | 1 |
TRILOGY GLOBAL ADVISORS LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2015 | Q4 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Pantechnicon Advisors LLP | 1 | 1 | 8.93% | 8.93% | 8.93% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CTF Capital Management, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Kepos Capital LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Insight Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Stewart Asset Management, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
RQSI Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2014 | Q4 2014 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Thrax Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Hummer Financial Advisory Services Inc | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2019 | Q2 2019 | 1 |
Crestwood Capital Management, L.P. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2013 | Q3 2013 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Nair Vinay | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2015 | Q1 2015 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q3 2016 | Q3 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
CTC LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
CERTUITY, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Raging Capital Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2016 | Q4 2016 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
PEOPLES BANK /OH | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2017 | Q3 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2015 | Q1 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
GLG INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Credo Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2022 | Q2 2022 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Elgethun Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2016 | Q2 2016 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q3 2019 | Q3 2019 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
L & S Advisors Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2017 | Q2 2017 | 1 |
Candlestick Capital Management LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2022 | Q1 2022 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
black-and-white Capital LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Empire Life Investments Inc. | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2017 | Q3 2017 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Woodline Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2014 | Q1 2014 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2014 | Q1 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Caldera Capital, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2017 | Q4 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2017 | Q2 2017 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WALL STREET ASSOCIATES | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Zhang Financial LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Rail-Splitter Capital Management, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2013 | Q2 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WCM INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2020 | Q1 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2022 | Q2 2022 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Qtron Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2013 | Q1 2013 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Birch Grove Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2013 | Q4 2013 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GLG Partners LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Greenvale Capital LLP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2020 | Q1 2020 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2014 | Q4 2014 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2017 | Q1 2017 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Boyle Capital Management, L.L.C. | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2015 | Q2 2015 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2013 | Q4 2013 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 3.90% | 3.90% | 3.90% | Q1 2014 | Q1 2014 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2016 | Q1 2016 | 1 |
Manteio Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2017 | Q1 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2016 | Q4 2016 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2016 | Q4 2016 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 29.08% | 29.08% | 29.08% | Q1 2018 | Q1 2018 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Archipel Asset Management AB | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2014 | Q3 2014 | 1 |
Junto Capital Management LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Port Capital LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2015 | Q1 2015 | 1 |
Blossom Wealth Management | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Treybourne Wealth Planners, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q2 2019 | Q2 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 4.94% | 4.94% | 4.94% | Q1 2016 | Q1 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AHL Partners LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Wilson, Kemp & Associates, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own FASTENAL CO or have owned FASTENAL CO in the past.