Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 117 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.29% | Q1 2012 | Q3 2023 | 111 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 108 |
Walleye Trading LLC | 24 | 17 | 0.00% | 0.03% | 0.37% | Q2 2013 | Q3 2023 | 102 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 96 |
Citadel Advisors | 33 | 2 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 95 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 77 |
Cutler Group LLC / CA | 19 | 11 | 0.00% | 0.03% | 0.49% | Q4 2015 | Q3 2023 | 77 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 74 |
WOLVERINE TRADING, LLC | 17 | 2 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 73 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.22% | Q1 2012 | Q3 2023 | 72 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.41% | Q2 2013 | Q3 2023 | 70 |
JANE STREET GROUP, LLC | 22 | 2 | 0.00% | 0.01% | 0.13% | Q2 2014 | Q3 2023 | 70 |
MILLENNIUM MANAGEMENT LLC | 29 | 4 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 19 | 1 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.08% | 0.44% | 1.08% | Q1 2009 | Q3 2023 | 59 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 58 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 2 | 0.00% | 0.03% | 0.23% | Q4 2013 | Q4 2022 | 58 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 56 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.05% | 0.30% | Q4 2012 | Q3 2023 | 55 |
TWO SIGMA INVESTMENTS, LP | 18 | 2 | 0.00% | 0.06% | 0.45% | Q2 2014 | Q3 2022 | 54 |
D. E. Shaw & Co., Inc. | 11 | 1 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 54 |
PEAK6 Investments LLC | 18 | 2 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 53 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.08% | 0.27% | Q1 2013 | Q3 2023 | 52 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 51 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.05% | 0.09% | 0.27% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.04% | 0.08% | 0.17% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.08% | 0.24% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.10% | 0.22% | 0.57% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.02% | 0.50% | 0.96% | Q1 2012 | Q3 2023 | 47 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 46 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.00% | 2.28% | 3.42% | Q2 2013 | Q3 2023 | 46 |
HighTower Advisors, LLC | 38 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 45 |
Paloma Partners Management Co | 14 | 2 | 0.00% | 0.08% | 0.77% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 45 |
Broderick Brian C | 44 | 44 | 0.32% | 2.20% | 2.87% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.14% | Q4 2012 | Q3 2023 | 44 |
SOMERVILLE KURT F | 44 | 44 | 0.19% | 2.79% | 3.96% | Q4 2012 | Q3 2023 | 44 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 40 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 44 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.03% | 0.14% | Q4 2012 | Q1 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.08% | 0.13% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.13% | Q1 2013 | Q3 2023 | 43 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 0.88% | 1.49% | 2.28% | Q1 2013 | Q3 2023 | 43 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.10% | 0.58% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.12% | 0.21% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.03% | 0.13% | Q1 2013 | Q3 2023 | 43 |
PUZO MICHAEL J | 43 | 43 | 0.58% | 2.55% | 3.57% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.07% | 0.18% | Q4 2012 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.14% | 0.52% | Q1 2013 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 1.04% | 1.77% | 2.42% | Q2 2013 | Q4 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 1.32% | 2.77% | 3.71% | Q1 2013 | Q3 2023 | 43 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.05% | 0.59% | 1.44% | Q2 2013 | Q3 2023 | 42 |
HEADINVEST, LLC | 42 | 42 | 1.36% | 2.15% | 2.89% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 14.94% | 23.52% | 34.72% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 1.05% | 1.40% | 1.66% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.06% | 0.25% | 0.53% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.06% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.09% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NEW SOUTH CAPITAL MANAGEMENT INC | 42 | 42 | 1.92% | 3.24% | 4.63% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.05% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 1.31% | 1.75% | 2.41% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.04% | 1.03% | 1.92% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.71% | 1.33% | 1.91% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.20% | 0.71% | Q2 2013 | Q3 2023 | 42 |
DUDLEY & SHANLEY, INC. | 42 | 42 | 3.83% | 5.21% | 7.92% | Q2 2013 | Q3 2023 | 42 |
MERITAGE PORTFOLIO MANAGEMENT | 42 | 42 | 0.04% | 0.72% | 1.99% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 1.00% | 2.05% | 2.84% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.55% | 1.44% | 2.18% | Q2 2013 | Q3 2023 | 42 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 42 | 42 | 0.16% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.05% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.86% | 1.59% | 3.11% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.11% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 0.10% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.09% | 0.21% | Q3 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.63% | 1.15% | 2.79% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 3.27% | 4.64% | 5.63% | Q2 2013 | Q3 2023 | 42 |
PATTON ALBERTSON MILLER GROUP, LLC | 42 | 42 | 0.28% | 0.91% | 1.78% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.29% | 1.21% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 0.79% | 1.97% | 2.69% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.04% | 0.99% | 1.68% | Q2 2013 | Q3 2023 | 42 |
CARDEROCK CAPITAL MANAGEMENT INC | 42 | 42 | 0.63% | 1.91% | 2.49% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 1.66% | 2.54% | 3.22% | Q2 2013 | Q3 2023 | 42 |
KLCM Advisors, Inc. | 42 | 42 | 0.16% | 0.49% | 0.99% | Q2 2013 | Q3 2023 | 42 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 42 | 42 | 1.76% | 3.94% | 5.63% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.25% | 0.58% | 1.51% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.02% | 0.13% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.07% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.33% | 0.64% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.21% | 0.34% | 0.47% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.26% | 0.42% | 0.57% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.07% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.05% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 2.63% | 3.66% | 4.49% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 3.27% | 4.20% | 5.22% | Q2 2013 | Q3 2023 | 42 |
CCM INVESTMENT ADVISERS LLC | 42 | 42 | 0.02% | 1.66% | 2.52% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.03% | 0.24% | 1.67% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Longview Partners (Guernsey) LTD | 42 | 42 | 0.81% | 3.82% | 5.90% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 1.60% | 2.50% | 3.43% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TORRAY INVESTMENT PARTNERS LLC | 42 | 42 | 0.87% | 2.43% | 4.55% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.95% | 1.69% | 2.18% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.14% | 0.29% | 0.50% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.06% | 0.12% | 0.22% | Q4 2012 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 1.04% | 1.48% | 1.83% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.06% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.04% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.33% | 2.14% | 3.09% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 0.13% | 0.83% | 1.80% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.26% | 0.61% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.07% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Archon Partners LLC | 42 | 42 | 2.34% | 3.78% | 5.36% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.20% | 1.41% | 3.09% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.16% | 0.53% | 1.24% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.11% | 0.78% | 2.23% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.06% | 0.10% | 0.17% | Q2 2012 | Q4 2022 | 42 |
NICHOLAS COMPANY, INC. | 42 | 42 | 0.15% | 0.67% | 1.49% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.64% | 1.14% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.11% | 0.59% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.02% | 0.29% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.02% | 0.14% | 0.48% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Kidder Stephen W | 42 | 42 | 0.55% | 3.04% | 4.03% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.74% | 1.19% | 1.70% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.64% | 1.33% | 2.10% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 0.67% | 1.49% | 2.07% | Q2 2013 | Q3 2023 | 42 |
Covington Investment Advisors Inc. | 42 | 42 | 0.51% | 2.11% | 3.59% | Q2 2013 | Q3 2023 | 42 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 42 | 42 | 2.42% | 3.23% | 4.41% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.34% | 0.78% | 1.19% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.17% | 0.73% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.02% | 0.22% | 0.48% | Q2 2013 | Q3 2023 | 42 |
OARSMAN CAPITAL, INC. | 42 | 42 | 0.83% | 1.71% | 2.71% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.16% | 0.40% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.03% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.00% | 0.81% | 1.47% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.05% | 0.18% | 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 | 0.56% | 1.62% | 2.70% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.04% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.14% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.36% | 1.01% | 1.66% | Q2 2013 | Q3 2023 | 42 |
AMI INVESTMENT MANAGEMENT INC | 42 | 42 | 0.87% | 2.69% | 5.58% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.56% | 0.93% | 1.41% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
SUMMITRY LLC | 42 | 42 | 2.24% | 3.05% | 4.65% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.10% | 0.59% | 1.73% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.23% | 0.61% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.26% | 0.46% | 0.70% | Q2 2013 | Q3 2023 | 42 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.50% | 0.63% | 1.00% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.07% | 0.73% | 1.86% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.26% | 0.82% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.11% | 0.32% | 0.77% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.35% | 1.33% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 0.86% | 1.94% | 3.52% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.09% | 0.48% | 1.69% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.20% | 0.69% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.16% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MARSHALL & SULLIVAN INC /WA/ | 42 | 42 | 2.37% | 3.93% | 5.47% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Capital, Inc. | 42 | 42 | 1.62% | 2.76% | 3.95% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.07% | 0.32% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Services of America, Inc. | 42 | 42 | 2.59% | 3.50% | 4.48% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.08% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.41% | 0.69% | 1.05% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.42% | 0.62% | 0.94% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.25% | 0.81% | 1.30% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.12% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Annex Advisory Services, LLC | 42 | 42 | 0.08% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.00% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 41 |
VESTOR CAPITAL, LLC | 28 | 13 | 0.03% | 1.36% | 3.69% | Q2 2013 | Q3 2023 | 41 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.15% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 34 | 7 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 41 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.06% | 1.15% | 2.93% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.09% | 0.15% | 0.24% | Q1 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 1.63% | 2.30% | 3.20% | Q2 2013 | Q3 2023 | 41 |
CULLINAN ASSOCIATES INC | 40 | 1 | 0.09% | 0.37% | 0.69% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 41 | 41 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 41 |
Cubist Systematic Strategies, LLC | 33 | 4 | 0.00% | 0.10% | 0.49% | Q2 2014 | Q3 2023 | 41 |
Sandy Spring Bank | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 41 |
BANK OF NOVA SCOTIA | 40 | 40 | 0.00% | 0.03% | 0.30% | Q4 2013 | Q3 2023 | 41 |
Montecito Bank & Trust | 41 | 41 | 0.13% | 0.28% | 0.60% | Q4 2013 | Q4 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.05% | 0.31% | 1.09% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.04% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 41 |
JAG CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.26% | 0.44% | 0.68% | Q3 2013 | Q3 2023 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 0.69% | 1.10% | 1.66% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.09% | 0.24% | Q3 2013 | Q3 2023 | 41 |
CENTRAL BANK & TRUST CO | 40 | 40 | 0.12% | 0.79% | 2.26% | Q4 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.20% | 0.29% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 20 | 9 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 17 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.38% | 1.01% | 1.77% | Q4 2013 | Q3 2023 | 40 |
Boston Trust Walden Corp | 23 | 17 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 40 | 40 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 40 |
FIRST NATIONAL TRUST CO | 22 | 2 | 0.01% | 0.14% | 0.55% | Q2 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 2 | 0.00% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.12% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.15% | 0.25% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.15% | 0.25% | Q4 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 30 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 40 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.02% | 0.21% | Q3 2016 | Q3 2023 | 40 |
WOODSTOCK CORP | 39 | 1 | 0.04% | 0.61% | 1.07% | Q4 2013 | Q4 2023 | 40 |
McKinley Carter Wealth Services, Inc. | 40 | 40 | 0.39% | 0.97% | 1.54% | Q4 2013 | Q3 2023 | 40 |
REGIONS FINANCIAL CORP | 40 | 40 | 0.00% | 0.07% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Bartlett & Co. LLC | 19 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 40 |
Page Arthur B | 40 | 40 | 1.51% | 2.87% | 3.53% | Q4 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.69% | 1.95% | 2.55% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.30% | 0.45% | 0.67% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.04% | 0.10% | 0.21% | Q1 2014 | Q3 2023 | 39 |
Findlay Park Partners LLP | 39 | 39 | 0.85% | 2.90% | 4.99% | Q2 2013 | Q4 2022 | 39 |
Citizens Business Bank | 39 | 39 | 0.15% | 0.60% | 0.92% | Q4 2012 | Q2 2022 | 39 |
LVM CAPITAL MANAGEMENT LTD/MI | 38 | 1 | 0.07% | 0.11% | 0.16% | Q4 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.13% | 0.21% | Q1 2014 | Q3 2023 | 39 |
ClariVest Asset Management LLC | 34 | 5 | 0.00% | 0.76% | 1.28% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.50% | 0.79% | 1.11% | Q1 2014 | Q3 2023 | 39 |
FIRST NATIONAL BANK OF OMAHA | 34 | 5 | 0.01% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.47% | 0.97% | 1.70% | Q2 2013 | Q3 2023 | 39 |
COLONY GROUP LLC | 38 | 1 | 0.01% | 0.61% | 1.46% | Q4 2013 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.01% | 0.21% | 0.44% | Q2 2013 | Q2 2023 | 39 |
Transamerica Financial Advisors, Inc. | 33 | 6 | 0.00% | 0.23% | 1.05% | Q2 2013 | Q3 2023 | 39 |
DnB Asset Management AS | 39 | 39 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q4 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.12% | 0.28% | 0.77% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Calamos Advisors LLC | 39 | 39 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q3 2023 | 39 |
DEARBORN PARTNERS LLC | 22 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 39 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 38 | 1 | 0.01% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.37% | 0.78% | Q1 2014 | Q3 2023 | 39 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 38 | 38 | 1.64% | 2.57% | 3.33% | Q2 2014 | Q3 2023 | 38 |
FRONT BARNETT ASSOCIATES LLC | 36 | 2 | 0.02% | 0.22% | 0.35% | Q2 2013 | Q2 2023 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 36 | 2 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 38 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 4 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 38 |
BOSTON FAMILY OFFICE LLC | 38 | 38 | 0.03% | 0.06% | 0.17% | Q2 2014 | Q3 2023 | 38 |
TCW GROUP INC | 23 | 15 | 0.01% | 0.25% | 0.88% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2022 | 38 |
WASHINGTON TRUST Co | 22 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 38 |
CONDOR CAPITAL MANAGEMENT | 38 | 38 | 0.05% | 0.06% | 0.08% | Q2 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 38 |
AMERICAN CENTURY COMPANIES INC | 36 | 2 | 0.00% | 0.09% | 0.34% | Q4 2013 | Q3 2023 | 38 |
CHASE INVESTMENT COUNSEL CORP | 29 | 2 | 0.24% | 1.83% | 3.54% | Q2 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q3 2022 | 38 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.00% | 0.21% | 0.61% | Q1 2009 | Q3 2020 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.11% | 0.18% | 0.39% | Q2 2013 | Q3 2022 | 38 |
PARNASSUS INVESTMENTS, LLC | 25 | 13 | 0.05% | 0.95% | 3.28% | Q2 2013 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 1.56% | 2.66% | 3.68% | Q2 2013 | Q3 2022 | 38 |
B. Riley Wealth Advisors, Inc. | 36 | 2 | 0.01% | 0.08% | 0.26% | Q1 2014 | Q3 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 13 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 38 |
GAM Holding AG | 21 | 17 | 0.01% | 0.33% | 1.70% | Q2 2013 | Q3 2023 | 38 |
BANK OF STOCKTON | 38 | 38 | 0.12% | 0.39% | 0.79% | Q2 2014 | Q3 2023 | 38 |
Brinker Capital Investments, LLC | 27 | 10 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q4 2022 | 37 |
TOMPKINS FINANCIAL CORP | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 37 |
SADOFF INVESTMENT MANAGEMENT LLC | 37 | 37 | 0.04% | 0.06% | 0.09% | Q3 2013 | Q3 2022 | 37 |
CIBC WORLD MARKET INC. | 23 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
Moors & Cabot, Inc. | 34 | 34 | 0.00% | 0.08% | 0.20% | Q2 2015 | Q3 2023 | 37 |
SYNOVUS FINANCIAL CORP | 37 | 37 | 0.05% | 0.09% | 0.15% | Q3 2014 | Q3 2023 | 37 |
BALDWIN BROTHERS LLC/MA | 37 | 37 | 0.03% | 0.19% | 0.93% | Q4 2014 | Q4 2023 | 37 |
UMB Bank, n.a. | 36 | 1 | 0.01% | 0.06% | 0.29% | Q4 2013 | Q3 2023 | 37 |
BTC Capital Management, Inc. | 37 | 37 | 0.57% | 0.82% | 1.39% | Q3 2014 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 8 | 0.03% | 0.41% | 0.60% | Q3 2014 | Q4 2023 | 37 |
Court Place Advisors, LLC | 33 | 4 | 0.16% | 0.34% | 0.44% | Q4 2013 | Q3 2023 | 37 |
Korea Investment CORP | 32 | 5 | 0.01% | 0.06% | 0.25% | Q2 2014 | Q3 2023 | 37 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2022 | 37 |
National Pension Service | 37 | 37 | 0.10% | 0.17% | 0.25% | Q3 2014 | Q3 2023 | 37 |
FORBES J M & CO LLP | 37 | 37 | 0.05% | 0.09% | 0.13% | Q3 2014 | Q3 2023 | 37 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 25 | 1 | 0.01% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q1 2022 | 36 |
Penbrook Management LLC | 24 | 12 | 0.30% | 0.72% | 1.39% | Q4 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.12% | 0.23% | Q2 2013 | Q1 2022 | 36 |
SPINNAKER TRUST | 36 | 36 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.30% | 0.60% | Q2 2013 | Q1 2022 | 36 |
Legacy Capital Partners, Inc. | 36 | 36 | 0.36% | 2.12% | 3.24% | Q2 2013 | Q1 2022 | 36 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 32 | 2 | 0.15% | 1.37% | 2.97% | Q2 2013 | Q3 2023 | 36 |
Echo Street Capital Management LLC | 31 | 1 | 0.00% | 1.11% | 5.50% | Q2 2013 | Q3 2023 | 36 |
HOWLAND CAPITAL MANAGEMENT LLC | 36 | 36 | 0.06% | 0.09% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.04% | 0.17% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.14% | 0.28% | 0.60% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.14% | 0.31% | 0.44% | Q1 2015 | Q3 2023 | 35 |
PRELUDE CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.15% | 0.44% | Q1 2014 | Q3 2023 | 35 |
FIRST CITIZENS BANK & TRUST CO | 33 | 2 | 0.01% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 35 |
North Star Investment Management Corp. | 35 | 35 | 0.00% | 0.11% | 0.23% | Q1 2015 | Q3 2023 | 35 |
FIDUCIARY TRUST CO | 35 | 35 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
NATIXIS | 15 | 1 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 35 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 35 | 35 | 0.06% | 0.10% | 0.16% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.06% | 0.32% | Q3 2013 | Q3 2023 | 35 |
JOHNSON INVESTMENT COUNSEL INC | 35 | 35 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
1834 INVESTMENT ADVISORS CO | 19 | 16 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q2 2022 | 35 |
Cetera Advisor Networks LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
EAGLE ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 35 |
BROWN BROTHERS HARRIMAN & CO | 33 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2021 | 34 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 16 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.01% | 0.08% | 0.24% | Q2 2015 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2021 | 34 |
PEAK6 Group LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2018 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.03% | 0.15% | Q4 2013 | Q1 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2021 | 34 |
Tributary Capital Management, LLC | 29 | 5 | 0.05% | 0.39% | 1.19% | Q2 2013 | Q3 2023 | 34 |
AMERICAN NATIONAL BANK | 34 | 34 | 0.00% | 1.36% | 1.92% | Q2 2015 | Q3 2023 | 34 |
LAZARD ASSET MANAGEMENT LLC | 34 | 34 | 0.00% | 0.35% | 1.05% | Q2 2015 | Q3 2023 | 34 |
Gilman Hill Asset Management, LLC | 34 | 34 | 0.11% | 0.47% | 0.82% | Q2 2015 | Q3 2023 | 34 |
Covey Capital Advisors, LLC | 34 | 34 | 0.21% | 0.65% | 1.88% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.21% | 0.50% | 0.95% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.10% | 0.29% | Q4 2013 | Q3 2023 | 34 |
Troy Asset Management Ltd | 25 | 8 | 0.26% | 0.56% | 0.96% | Q4 2014 | Q3 2023 | 33 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.09% | 0.48% | Q4 2014 | Q3 2023 | 33 |
Bowie Capital Management, LLC | 28 | 28 | 0.66% | 3.29% | 8.93% | Q4 2016 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.08% | 0.60% | Q3 2014 | Q3 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.12% | 0.37% | 0.61% | Q2 2013 | Q2 2021 | 33 |
FDx Advisors, Inc. | 21 | 1 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 33 |
MARSHALL WACE, LLP | 16 | 1 | 0.00% | 0.06% | 0.27% | Q1 2016 | Q3 2023 | 33 |
Peloton Wealth Strategists | 26 | 1 | 0.11% | 1.31% | 2.59% | Q2 2013 | Q4 2022 | 33 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 33 | 33 | 0.07% | 0.09% | 0.12% | Q3 2015 | Q3 2023 | 33 |
GREAT LAKES ADVISORS, LLC | 25 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.06% | 0.55% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.08% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 32 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 33 |
Freestone Capital Holdings, LLC | 33 | 33 | 0.00% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 33 |
DAVENPORT & Co LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 30 | 1 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 33 |
ING GROEP NV | 12 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 33 |
BARINGS LLC | 26 | 2 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.30% | Q3 2015 | Q3 2023 | 33 |
ALPS ADVISORS INC | 23 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 33 |
1ST SOURCE BANK | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 6 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 32 |
Allen Investment Management, LLC | 32 | 32 | 0.01% | 1.31% | 2.86% | Q2 2014 | Q1 2022 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.09% | 0.25% | Q4 2015 | Q3 2023 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Grace Capital | 32 | 32 | 0.32% | 1.71% | 2.53% | Q2 2013 | Q1 2021 | 32 |
Savant Capital, LLC | 32 | 32 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
MOODY LYNN & LIEBERSON, LLC | 18 | 14 | 0.02% | 0.27% | 0.95% | Q2 2013 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.05% | 0.50% | 0.94% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 32 |
Nitorum Capital, L.P. | 32 | 32 | 1.82% | 3.09% | 5.56% | Q4 2015 | Q3 2023 | 32 |
CHOREO, LLC | 32 | 32 | 0.06% | 0.76% | 1.72% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.41% | 0.55% | 0.80% | Q1 2016 | Q4 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q4 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.16% | 0.32% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Richard Bernstein Advisors LLC | 23 | 9 | 0.01% | 0.45% | 1.06% | Q2 2013 | Q2 2022 | 32 |
PEOPLES BANK /OH | 32 | 32 | 0.37% | 0.52% | 0.79% | Q4 2015 | Q3 2023 | 32 |
PRUDENTIAL PLC | 17 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 32 |
FULTON BANK, N.A. | 32 | 32 | 0.02% | 0.13% | 0.25% | Q1 2016 | Q4 2023 | 32 |
DUPONT CAPITAL MANAGEMENT CORP | 32 | 32 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q4 2022 | 32 |
Buffington Mohr McNeal | 32 | 32 | 0.81% | 1.20% | 1.76% | Q4 2015 | Q3 2023 | 32 |
WESCAP Management Group, Inc. | 32 | 32 | 0.56% | 0.94% | 1.37% | Q4 2015 | Q3 2023 | 32 |
Dempze Nancy E | 32 | 32 | 1.88% | 2.65% | 3.30% | Q4 2015 | Q3 2023 | 32 |
Mariner, LLC | 30 | 2 | 0.02% | 0.25% | 0.86% | Q2 2015 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 32 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 32 | 32 | 0.09% | 0.13% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Glenview Trust Co | 28 | 1 | 0.04% | 0.55% | 1.02% | Q4 2013 | Q3 2023 | 31 |
CADENCE BANK NA | 31 | 31 | 0.11% | 0.34% | 0.67% | Q4 2014 | Q2 2022 | 31 |
Capital World Investors | 31 | 31 | 0.07% | 0.14% | 0.40% | Q1 2016 | Q3 2023 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 2 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.11% | 0.25% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Dana Investment Advisors, Inc. | 31 | 31 | 0.01% | 0.33% | 1.67% | Q1 2016 | Q3 2023 | 31 |
Advisors Asset Management, Inc. | 22 | 4 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 31 |
BP PLC | 31 | 31 | 0.05% | 0.14% | 0.26% | Q4 2013 | Q2 2021 | 31 |
Foundry Partners, LLC | 31 | 31 | 0.02% | 0.32% | 1.37% | Q4 2013 | Q2 2021 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 31 | 31 | 0.03% | 0.70% | 1.47% | Q1 2015 | Q3 2022 | 31 |
ADVISOR PARTNERS LLC | 31 | 31 | 0.09% | 0.16% | 0.32% | Q4 2014 | Q2 2022 | 31 |
FISHMAN JAY A LTD/MI | 31 | 31 | 0.05% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Maryland Capital Management | 30 | 1 | 0.03% | 0.53% | 1.92% | Q2 2014 | Q3 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q4 2020 | 31 |
Sheaff Brock Investment Advisors, LLC | 30 | 30 | 0.03% | 0.07% | 0.24% | Q4 2015 | Q1 2023 | 30 |
ZACKS INVESTMENT MANAGEMENT | 18 | 12 | 0.02% | 0.13% | 0.26% | Q4 2013 | Q3 2023 | 30 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 30 | 30 | 0.22% | 0.41% | 0.77% | Q2 2013 | Q3 2020 | 30 |
WESTWOOD MANAGEMENT CORP /IL/ | 30 | 30 | 0.05% | 2.55% | 5.60% | Q2 2013 | Q3 2020 | 30 |
YHB Investment Advisors, Inc. | 19 | 1 | 0.03% | 0.07% | 0.22% | Q2 2015 | Q3 2023 | 30 |
1832 Asset Management L.P. | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.10% | 0.16% | 0.41% | Q2 2013 | Q3 2020 | 30 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 30 |
FineMark National Bank & Trust | 25 | 5 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 30 |
GABELLI FUNDS LLC | 30 | 30 | 0.01% | 0.06% | 0.19% | Q2 2016 | Q3 2023 | 30 |
MOTCO | 28 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 30 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2020 | 30 |
RBF Capital, LLC | 28 | 2 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 30 |
Busey Bank | 29 | 29 | 0.34% | 0.49% | 0.60% | Q3 2016 | Q3 2023 | 29 |
Verition Fund Management LLC | 14 | 1 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 29 |
Employees Retirement System of Texas | 25 | 4 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2022 | 29 |
PARK NATIONAL CORP /OH/ | 29 | 29 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2020 | 29 |
Arvest Bank Trust Division | 29 | 29 | 1.28% | 1.90% | 2.44% | Q3 2014 | Q3 2021 | 29 |
Catalyst Capital Advisors LLC | 15 | 1 | 0.00% | 0.17% | 1.67% | Q3 2014 | Q1 2023 | 29 |
ONTARIO TEACHERS PENSION PLAN BOARD | 29 | 29 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q2 2020 | 29 |
FIRST INTERSTATE BANK | 22 | 1 | 0.03% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 29 |
HBK Sorce Advisory LLC | 29 | 29 | 0.04% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Martin Investment Management, LLC | 29 | 29 | 1.70% | 3.57% | 4.14% | Q2 2013 | Q2 2020 | 29 |
MITCHELL CAPITAL MANAGEMENT CO | 29 | 29 | 0.18% | 0.97% | 2.32% | Q3 2016 | Q3 2023 | 29 |
FORSTA AP-FONDEN | 15 | 1 | 0.11% | 0.22% | 0.52% | Q4 2015 | Q3 2023 | 29 |
Meiji Yasuda Life Insurance Co | 29 | 29 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q2 2020 | 29 |
GAMCO INVESTORS, INC. ET AL | 17 | 12 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 29 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.04% | 0.21% | 0.44% | Q2 2013 | Q1 2020 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.02% | 0.15% | 0.32% | Q4 2012 | Q1 2021 | 29 |
PALISADE CAPITAL MANAGEMENT, LP | 29 | 29 | 0.02% | 0.25% | 0.48% | Q3 2016 | Q3 2023 | 29 |
Pflug Koory, LLC | 28 | 28 | 0.17% | 0.33% | 0.65% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.12% | 0.17% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
SVA Wealth Management, LLC | 28 | 28 | 0.10% | 0.67% | 0.92% | Q1 2014 | Q4 2020 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Summit Global Investments | 28 | 28 | 0.04% | 0.88% | 1.97% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.15% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Cerity Partners LLC | 28 | 28 | 0.02% | 0.21% | 3.15% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.30% | 0.48% | 0.64% | Q4 2014 | Q3 2021 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.35% | 1.20% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.17% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Smith & Howard Wealth Management, LLC | 28 | 28 | 1.28% | 4.03% | 5.61% | Q2 2013 | Q1 2020 | 28 |
PineBridge Investments, L.P. | 17 | 2 | 0.00% | 0.09% | 0.47% | Q2 2013 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q1 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.08% | 0.96% | Q4 2015 | Q3 2023 | 28 |
MACKENZIE FINANCIAL CORP | 22 | 6 | 0.00% | 0.16% | 0.56% | Q1 2015 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 2.08% | 2.67% | 3.42% | Q4 2016 | Q3 2023 | 28 |
Ifrah Financial Services, Inc. | 28 | 28 | 0.18% | 0.41% | 0.69% | Q4 2016 | Q3 2023 | 28 |
LCNB CORP | 22 | 5 | 0.10% | 0.18% | 0.40% | Q4 2016 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.15% | 0.38% | 0.83% | Q1 2017 | Q3 2023 | 27 |
Proficio Capital Partners LLC | 15 | 4 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 27 |
GLENVIEW STATE BANK TRUST DEPT. | 27 | 27 | 0.13% | 0.46% | 0.54% | Q4 2014 | Q2 2021 | 27 |
PRIVATE TRUST CO NA | 16 | 4 | 0.01% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 24 | 1 | 0.00% | 0.04% | 0.33% | Q3 2015 | Q3 2022 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.05% | 0.14% | Q3 2013 | Q2 2020 | 27 |
FIL Ltd | 21 | 6 | 0.00% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 27 |
Mirae Asset Global Investments Co., Ltd. | 27 | 27 | 0.02% | 0.24% | 0.52% | Q1 2017 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 1.33% | 2.33% | 3.10% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
OLD NATIONAL BANCORP /IN/ | 9 | 2 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 27 |
EXANE DERIVATIVES | 27 | 27 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q2 2022 | 27 |
Tandem Investment Advisors, Inc. | 27 | 27 | 0.04% | 0.16% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Horizon Investments, LLC | 16 | 11 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 27 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.07% | 0.14% | Q2 2016 | Q3 2023 | 27 |
PROVIDENT TRUST CO | 27 | 27 | 0.01% | 0.14% | 1.92% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2020 | 27 |
LEUTHOLD GROUP, LLC | 27 | 27 | 0.34% | 0.75% | 1.22% | Q2 2013 | Q4 2019 | 27 |
Fayerweather Charles | 27 | 27 | 0.82% | 3.22% | 4.56% | Q4 2013 | Q2 2020 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.12% | 0.28% | Q2 2013 | Q4 2019 | 27 |
Asset Dedication, LLC | 18 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 27 |
Empire Life Investments Inc. | 27 | 27 | 0.16% | 1.06% | 2.20% | Q1 2017 | Q3 2023 | 27 |
Alberta Investment Management Corp | 15 | 1 | 0.01% | 0.14% | 0.40% | Q3 2016 | Q3 2023 | 27 |
ROPES WEALTH ADVISORS LLC | 24 | 1 | 0.01% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 27 |
Mn Services Vermogensbeheer B.V. | 14 | 3 | 0.07% | 0.22% | 0.41% | Q1 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Greenwich Investment Management, Inc. | 19 | 8 | 0.14% | 0.25% | 0.38% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.11% | 0.25% | Q1 2017 | Q3 2023 | 27 |
Tredje AP-fonden | 19 | 8 | 0.05% | 0.27% | 0.72% | Q1 2016 | Q3 2023 | 27 |
TRUST CO OF VERMONT | 20 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.12% | 0.19% | 0.37% | Q1 2017 | Q3 2023 | 27 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2019 | 26 |
KENSICO CAPITAL MANAGEMENT CORP | 16 | 4 | 0.70% | 4.12% | 8.10% | Q2 2015 | Q3 2023 | 26 |
Pegasus Partners Ltd. | 26 | 26 | 0.04% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Rehmann Capital Advisory Group | 14 | 2 | 0.02% | 0.11% | 0.91% | Q1 2009 | Q3 2023 | 26 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 23 | 3 | 0.00% | 0.07% | 0.15% | Q3 2015 | Q3 2023 | 26 |
Veritas Investment Management LLP | 26 | 26 | 0.10% | 2.83% | 7.96% | Q2 2014 | Q3 2020 | 26 |
Veritas Investment Management (UK) Ltd | 21 | 5 | 0.44% | 3.29% | 5.99% | Q2 2014 | Q4 2021 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.10% | 0.21% | 0.52% | Q3 2016 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.10% | 0.46% | Q2 2015 | Q2 2023 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.52% | 0.90% | 1.35% | Q2 2017 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 21 | 5 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 26 |
HANCOCK WHITNEY CORP | 24 | 1 | 0.01% | 0.54% | 0.76% | Q2 2013 | Q3 2021 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.02% | 0.10% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Penserra Capital Management LLC | 21 | 5 | 0.00% | 0.03% | 0.29% | Q4 2015 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.16% | 0.38% | 0.87% | Q2 2013 | Q3 2019 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.11% | 0.19% | 0.42% | Q2 2013 | Q3 2019 | 26 |
BAROMETER CAPITAL MANAGEMENT INC. | 25 | 1 | 0.14% | 0.92% | 2.10% | Q4 2013 | Q1 2021 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2019 | 26 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 4 | 0.00% | 0.09% | 0.49% | Q2 2013 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.25% | 0.46% | 0.68% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 16 | 3 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 26 |
Zurich Insurance Group Ltd/FI | 26 | 26 | 0.09% | 0.52% | 1.51% | Q3 2015 | Q4 2021 | 26 |
RAYMOND JAMES TRUST N.A. | 26 | 26 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Fiduciary Trust Co International of Pennsylvania | 26 | 26 | 0.16% | 0.46% | 0.89% | Q4 2013 | Q1 2020 | 26 |
First Financial Bank - Trust Division | 26 | 26 | 0.02% | 0.05% | 0.06% | Q1 2015 | Q2 2021 | 26 |
SUN LIFE FINANCIAL INC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2023 | 26 |
Carroll Financial Associates, Inc. | 25 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 26 |
COHEN LAWRENCE B | 25 | 1 | 0.13% | 0.34% | 0.47% | Q2 2013 | Q4 2019 | 26 |
Jacobi Capital Management LLC | 24 | 2 | 0.02% | 0.16% | 0.25% | Q2 2016 | Q3 2023 | 26 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.37% | 1.15% | 1.75% | Q3 2017 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 1.13% | 3.13% | Q1 2016 | Q1 2023 | 25 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 13 | 12 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 25 |
WINTON GROUP Ltd | 23 | 1 | 0.00% | 0.29% | 0.70% | Q2 2014 | Q1 2023 | 25 |
Aureus Asset Management, LLC | 25 | 25 | 0.02% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Paragon Capital Management Ltd | 25 | 25 | 0.08% | 0.14% | 0.23% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.57% | 0.77% | 1.06% | Q2 2013 | Q2 2019 | 25 |
ARGI Investment Services, LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2022 | 25 |
Point72 Asset Management, L.P. | 7 | 1 | 0.02% | 0.23% | 1.70% | Q1 2018 | Q3 2023 | 25 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2020 | 25 |
MARTINGALE ASSET MANAGEMENT L P | 25 | 25 | 0.14% | 0.27% | 0.45% | Q2 2013 | Q2 2019 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.32% | 0.52% | 0.78% | Q2 2017 | Q2 2023 | 25 |
Ashfield Capital Partners, LLC | 25 | 25 | 0.27% | 0.46% | 0.85% | Q3 2016 | Q3 2022 | 25 |
WISCONSIN CAPITAL MANAGEMENT LLC | 19 | 6 | 1.13% | 1.95% | 4.17% | Q3 2013 | Q3 2023 | 25 |
ASSOCIATED BANC-CORP | 25 | 25 | 0.01% | 0.81% | 1.85% | Q3 2017 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.13% | 0.53% | Q2 2017 | Q3 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.01% | 0.26% | 0.66% | Q2 2013 | Q1 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.32% | 0.62% | Q3 2017 | Q3 2023 | 25 |
BerganKDV Wealth Management, LLC | 21 | 4 | 0.01% | 0.12% | 0.33% | Q1 2016 | Q2 2023 | 25 |
PGGM Investments | 13 | 1 | 0.00% | 0.13% | 0.34% | Q1 2013 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2022 | 25 |
BAILARD, INC. | 24 | 1 | 0.07% | 0.22% | 0.63% | Q4 2015 | Q3 2023 | 25 |
Financial Management Professionals, Inc. | 17 | 8 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 25 |
Ballentine Partners, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Ativo Capital Management LLC | 25 | 25 | 0.63% | 1.00% | 1.51% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2019 | 25 |
SECURITY ASSET MANAGEMENT | 25 | 25 | 0.12% | 1.58% | 2.26% | Q1 2016 | Q1 2022 | 25 |
RMB Capital Management, LLC | 24 | 24 | 0.07% | 0.17% | 0.39% | Q4 2017 | Q3 2023 | 24 |
Sterling Capital Management LLC | 21 | 3 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2019 | 24 |
Gotham Asset Management, LLC | 9 | 1 | 0.00% | 0.09% | 0.26% | Q2 2014 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.05% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.02% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 24 |
ZEKE CAPITAL ADVISORS, LLC | 24 | 24 | 0.01% | 0.07% | 0.20% | Q1 2017 | Q4 2022 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.06% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Integrated Investment Consultants, LLC | 16 | 8 | 0.14% | 0.37% | 0.59% | Q4 2015 | Q4 2021 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.01% | 0.08% | 0.27% | Q1 2018 | Q4 2023 | 24 |
Bell Asset Management Ltd | 24 | 24 | 0.92% | 1.83% | 2.89% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.17% | 0.27% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.19% | 0.44% | 0.79% | Q4 2017 | Q3 2023 | 24 |
SECURITY NATIONAL BANK OF SO DAK | 19 | 1 | 0.17% | 1.47% | 2.46% | Q2 2013 | Q2 2021 | 24 |
Cadence Bank | 24 | 24 | 0.10% | 0.22% | 0.36% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.07% | 0.16% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.16% | 0.48% | 0.97% | Q4 2017 | Q3 2023 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 0.23% | 0.39% | 1.41% | Q4 2017 | Q3 2023 | 24 |
Kendall Capital Management | 24 | 24 | 0.39% | 1.04% | 1.88% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 1.40% | 2.55% | 19.12% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.10% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Delaney Dennis R | 19 | 5 | 1.92% | 2.89% | 3.79% | Q4 2015 | Q3 2023 | 24 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 15 | 9 | 1.43% | 2.01% | 2.59% | Q2 2013 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Schonfeld Strategic Advisors LLC | 20 | 1 | 0.01% | 0.30% | 1.56% | Q3 2016 | Q3 2023 | 23 |
Boston Common Asset Management, LLC | 23 | 23 | 0.02% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 10 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 23 |
ALLSTATE CORP | 20 | 3 | 0.01% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 23 |
Hudock, Inc. | 15 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 23 |
CONGRESS ASSET MANAGEMENT CO /MA | 23 | 23 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q1 2021 | 23 |
Capital Research Global Investors | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.24% | 0.41% | 0.65% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.04% | 0.20% | Q1 2018 | Q3 2023 | 23 |
SEGALL BRYANT & HAMILL, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
United American Securities Inc. (d/b/a UAS Asset Management) | 13 | 2 | 0.05% | 0.38% | 1.53% | Q2 2013 | Q3 2021 | 23 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 19 | 1 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 23 |
Cambridge Financial Group, Inc. | 23 | 23 | 2.74% | 3.61% | 4.12% | Q4 2015 | Q2 2021 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 23 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 23 | 23 | 2.40% | 3.19% | 4.30% | Q1 2018 | Q3 2023 | 23 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 23 |
HighPoint Advisor Group LLC | 16 | 1 | 0.06% | 0.19% | 0.85% | Q3 2015 | Q2 2022 | 23 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 21 | 1 | 0.02% | 0.03% | 0.05% | Q2 2010 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 2 | 0.00% | 0.18% | 0.55% | Q1 2017 | Q3 2023 | 23 |
Copper Rock Capital Partners, LLC | 18 | 5 | 0.01% | 0.68% | 3.31% | Q2 2013 | Q3 2020 | 23 |
Cetera Investment Advisers | 23 | 23 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
FIRST FOUNDATION ADVISORS | 19 | 4 | 0.01% | 0.11% | 0.30% | Q1 2017 | Q3 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
First PREMIER Bank | 17 | 6 | 0.02% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 23 |
Certified Advisory Corp | 11 | 11 | 0.05% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 22 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 22 | 22 | 0.38% | 0.50% | 0.67% | Q1 2015 | Q2 2020 | 22 |
MAI Capital Management | 8 | 2 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 22 |
PINNACLE FINANCIAL PARTNERS INC | 21 | 1 | 0.01% | 0.09% | 0.26% | Q2 2017 | Q3 2023 | 22 |
Baldwin Investment Management, LLC | 22 | 22 | 0.43% | 0.63% | 0.92% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Regal Investment Advisors LLC | 10 | 1 | 0.07% | 0.10% | 0.24% | Q4 2013 | Q3 2023 | 22 |
Regent Investment Management LLC | 11 | 11 | 0.19% | 0.42% | 0.76% | Q1 2017 | Q4 2022 | 22 |
FormulaFolio Investments, LLC | 17 | 1 | 0.00% | 0.06% | 0.23% | Q4 2014 | Q2 2021 | 22 |
NN Investment Partners Holdings N.V. | 14 | 2 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q1 2022 | 22 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.35% | Q1 2018 | Q4 2021 | 22 |
Biltmore Family Office, LLC | 18 | 4 | 0.04% | 0.13% | 0.38% | Q4 2017 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 1.67% | 2.78% | 4.85% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.22% | 1.12% | 2.30% | Q2 2018 | Q3 2023 | 22 |
MEEDER ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.08% | 0.28% | Q3 2014 | Q3 2023 | 22 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 19 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Tesco Pension Investment Ltd | 21 | 21 | 1.79% | 3.24% | 5.32% | Q3 2016 | Q3 2021 | 21 |
Kingsview Wealth Management, LLC | 13 | 6 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 21 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q2 2016 | 21 |
Capital Investment Advisors, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2023 | 21 |
Alexandria Capital, LLC | 12 | 9 | 0.03% | 0.18% | 0.41% | Q2 2013 | Q3 2021 | 21 |
Fiera Capital Corp | 20 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 21 |
Homrich & Berg | 21 | 21 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2021 | 21 |
Brandywine Global Investment Management, LLC | 10 | 1 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 21 |
Close Asset Management Ltd | 21 | 21 | 0.00% | 2.54% | 10.26% | Q3 2018 | Q3 2023 | 21 |
ZWJ INVESTMENT COUNSEL INC | 17 | 4 | 0.03% | 1.41% | 1.97% | Q1 2017 | Q3 2023 | 21 |
C WorldWide Group Holding A/S | 18 | 3 | 0.01% | 1.72% | 3.82% | Q1 2015 | Q3 2023 | 21 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 21 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.10% | 0.55% | Q3 2013 | Q3 2022 | 21 |
VAN ECK ASSOCIATES CORP | 15 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q2 2018 | 21 |
Assenagon Asset Management S.A. | 10 | 2 | 0.00% | 0.06% | 0.26% | Q3 2017 | Q3 2023 | 21 |
Lester Murray Antman dba SimplyRich | 18 | 3 | 0.33% | 0.44% | 0.63% | Q1 2018 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 21 | 21 | 0.05% | 0.11% | 0.32% | Q3 2018 | Q3 2023 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.52% | 0.99% | 1.87% | Q2 2013 | Q3 2023 | 21 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 21 |
Caprock Group, LLC | 17 | 4 | 0.04% | 0.08% | 0.13% | Q3 2016 | Q3 2023 | 21 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.24% | 1.10% | Q4 2015 | Q3 2023 | 21 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.00% | 1.37% | 3.37% | Q1 2019 | Q3 2023 | 21 |
Natixis Investment Managers International | 12 | 3 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 21 |
Independent Advisor Alliance | 15 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 15 | 6 | 0.00% | 0.51% | 1.83% | Q4 2016 | Q3 2023 | 21 |
Brown Capital Management | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Compagnie Lombard Odier SCmA | 11 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.17% | Q3 2018 | Q3 2023 | 21 |
NTV ASSET MANAGEMENT LLC | 11 | 10 | 0.04% | 0.24% | 0.62% | Q2 2013 | Q4 2021 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.00% | 0.15% | 0.28% | Q3 2018 | Q3 2023 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q4 2020 | 20 |
Eukles Asset Management | 20 | 20 | 0.31% | 0.36% | 0.46% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.04% | 0.04% | 0.07% | Q1 2013 | Q4 2017 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.13% | 0.20% | Q4 2017 | Q3 2022 | 20 |
Fieldpoint Private Securities, LLC | 20 | 20 | 0.00% | 0.41% | 0.65% | Q3 2017 | Q2 2022 | 20 |
APPLETON PARTNERS INC/MA | 18 | 2 | 0.02% | 0.27% | 0.59% | Q1 2016 | Q2 2023 | 20 |
Midwest Professional Planners, LTD. | 17 | 3 | 0.00% | 0.38% | 0.71% | Q4 2017 | Q3 2023 | 20 |
Ipswich Investment Management Co., Inc. | 20 | 20 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.02% | 0.04% | 0.13% | Q2 2014 | Q1 2023 | 20 |
Janney Capital Management LLC | 19 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 20 |
MONETA GROUP INVESTMENT ADVISORS LLC | 17 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.07% | 0.19% | 0.27% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2022 | 20 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 20 | 20 | 0.52% | 1.04% | 1.75% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.12% | 0.16% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Mount Yale Investment Advisors, LLC | 15 | 5 | 0.00% | 0.26% | 0.54% | Q1 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.08% | 0.12% | 0.19% | Q2 2018 | Q3 2023 | 20 |
Palmer Knight Co | 20 | 20 | 3.14% | 4.45% | 5.66% | Q4 2018 | Q3 2023 | 20 |
Analyst IMS Investment Management Services Ltd. | 20 | 20 | 0.05% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 20 |
First National Bank of Mount Dora, Trust Investment Services | 20 | 20 | 0.11% | 0.95% | 1.85% | Q1 2019 | Q4 2023 | 20 |
SEVEN EIGHT CAPITAL, LP | 7 | 1 | 0.03% | 0.36% | 1.07% | Q4 2013 | Q3 2023 | 20 |
FAIRFIELD, BUSH & CO. | 12 | 1 | 0.02% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.07% | 0.30% | Q2 2014 | Q3 2023 | 20 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.05% | 0.26% | Q1 2014 | Q3 2023 | 20 |
HoyleCohen, LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
PRENTISS SMITH & CO INC | 16 | 1 | 0.00% | 0.06% | 0.54% | Q2 2013 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q1 2018 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.10% | 0.23% | 0.48% | Q4 2018 | Q3 2023 | 20 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15 | 5 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q4 2019 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Bishop Rock Capital, L.P. | 20 | 20 | 0.53% | 4.35% | 6.41% | Q1 2017 | Q4 2021 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 0.16% | 1.12% | 2.26% | Q2 2018 | Q1 2023 | 20 |
Quantitative Investment Management, LLC | 11 | 1 | 0.02% | 0.21% | 1.32% | Q4 2014 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.08% | 0.25% | 0.32% | Q4 2015 | Q3 2020 | 20 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q4 2022 | 20 |
Confluence Wealth Management LLC | 20 | 20 | 0.35% | 0.55% | 0.72% | Q4 2015 | Q3 2020 | 20 |
MEYER HANDELMAN CO | 19 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
BOSTON ADVISORS LLC | 14 | 3 | 0.01% | 0.30% | 0.69% | Q2 2013 | Q4 2018 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 1.16% | 1.73% | 2.42% | Q2 2013 | Q3 2018 | 20 |
VeraBank, N.A. | 20 | 20 | 0.30% | 0.52% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Diversified Trust Co | 20 | 20 | 0.08% | 0.21% | 0.33% | Q1 2019 | Q4 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Empirical Finance, LLC | 16 | 1 | 0.01% | 0.11% | 0.18% | Q4 2016 | Q3 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 1 | 0.02% | 0.15% | 0.56% | Q2 2016 | Q3 2023 | 20 |
BOOTHBAY FUND MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.21% | 0.85% | Q2 2016 | Q3 2023 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Egerton Capital (UK) LLP | 9 | 3 | 0.53% | 3.35% | 6.39% | Q3 2013 | Q3 2023 | 19 |
Carlson Capital Management | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Alpha Cubed Investments, LLC | 12 | 12 | 0.00% | 0.28% | 1.11% | Q4 2020 | Q3 2023 | 19 |
Barbara Oil Co. | 19 | 19 | 0.16% | 0.62% | 0.76% | Q1 2019 | Q3 2023 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 19 |
NumerixS Investment Technologies Inc | 14 | 1 | 0.04% | 0.26% | 0.62% | Q2 2015 | Q2 2020 | 19 |
AMG National Trust Bank | 17 | 17 | 0.01% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Bell Bank | 19 | 19 | 0.17% | 0.24% | 0.34% | Q4 2015 | Q2 2020 | 19 |
Coronation Fund Managers Ltd. | 19 | 19 | 0.03% | 0.60% | 1.17% | Q1 2019 | Q3 2023 | 19 |
Engineers Gate Manager LP | 6 | 1 | 0.02% | 0.15% | 0.56% | Q4 2014 | Q3 2023 | 19 |
OSSIAM | 18 | 1 | 0.00% | 0.65% | 1.15% | Q4 2018 | Q3 2023 | 19 |
HOLDERNESS INVESTMENTS CO | 12 | 7 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q3 2023 | 19 |
Cognios Capital, LLC | 14 | 5 | 0.10% | 1.43% | 3.40% | Q1 2015 | Q1 2020 | 19 |
NewEdge Advisors, LLC | 17 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 19 |
FIRST QUADRANT LLC/CA | 14 | 5 | 0.02% | 0.21% | 0.58% | Q4 2014 | Q3 2019 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.01% | 1.34% | 2.50% | Q1 2017 | Q3 2023 | 19 |
BANQUE PICTET & CIE SA | 15 | 4 | 0.04% | 0.07% | 0.12% | Q4 2013 | Q1 2020 | 19 |
Moloney Securities Asset Management, LLC | 19 | 19 | 0.09% | 0.15% | 0.23% | Q1 2019 | Q3 2023 | 19 |
OppenheimerFunds, Inc. | 18 | 1 | 0.00% | 0.02% | 0.11% | Q1 2013 | Q1 2019 | 19 |
Hugh Johnson Advisors LLC | 19 | 19 | 1.12% | 2.43% | 3.04% | Q4 2014 | Q2 2019 | 19 |
Sepio Capital, LP | 14 | 5 | 0.02% | 0.04% | 0.25% | Q4 2018 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
STRATEGY ASSET MANAGERS LLC | 14 | 2 | 0.01% | 0.74% | 1.25% | Q2 2013 | Q2 2020 | 19 |
Palisade Asset Management, LLC | 19 | 19 | 0.18% | 0.22% | 0.28% | Q1 2019 | Q3 2023 | 19 |
PALLADIUM PARTNERS LLC | 16 | 1 | 0.01% | 0.07% | 0.40% | Q2 2013 | Q1 2022 | 19 |
ETRADE Capital Management LLC | 15 | 4 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 19 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
CI INVESTMENTS INC. | 19 | 19 | 0.00% | 0.46% | 1.22% | Q1 2019 | Q3 2023 | 19 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 19 | 19 | 0.87% | 2.62% | 3.63% | Q2 2014 | Q4 2018 | 19 |
Valeo Financial Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 19 |
Welch Group, LLC | 14 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2021 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.06% | 0.17% | 0.52% | Q2 2013 | Q4 2017 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.44% | 0.58% | 0.73% | Q2 2018 | Q4 2022 | 19 |
FORVIS Wealth Advisors, LLC | 19 | 19 | 0.02% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Gardiner Nancy B | 19 | 19 | 2.20% | 3.21% | 4.26% | Q4 2015 | Q2 2020 | 19 |
Elefante Mark B | 19 | 19 | 3.05% | 5.33% | 8.79% | Q4 2015 | Q2 2020 | 19 |
ST GERMAIN D J CO INC | 14 | 1 | 0.01% | 0.15% | 2.02% | Q2 2013 | Q4 2023 | 18 |
Stonebridge Capital Advisors LLC | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 16 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Laurel Grove Capital, LLC | 18 | 18 | 0.12% | 0.14% | 0.17% | Q2 2014 | Q3 2018 | 18 |
Fairbanks Capital Management, Inc. | 18 | 18 | 0.29% | 1.11% | 1.50% | Q2 2019 | Q3 2023 | 18 |
WMS Partners, LLC | 18 | 18 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 15 | 1 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 18 |
CMH Wealth Management LLC | 18 | 18 | 1.01% | 1.66% | 2.52% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.28% | 0.47% | 0.66% | Q2 2013 | Q3 2017 | 18 |
OAKBROOK INVESTMENTS LLC | 7 | 2 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 18 |
TEALWOOD ASSET MANAGEMENT INC | 18 | 18 | 0.65% | 1.46% | 1.87% | Q1 2013 | Q2 2017 | 18 |
JLB & ASSOCIATES INC | 17 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q4 2022 | 18 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 1 | 0.02% | 1.01% | 1.48% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Marshall Wace North America L.P. | 16 | 1 | 0.00% | 0.43% | 0.95% | Q4 2013 | Q3 2021 | 18 |
Coastline Trust Co | 14 | 1 | 0.03% | 0.12% | 0.28% | Q3 2017 | Q2 2022 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.20% | 0.26% | Q2 2013 | Q3 2017 | 18 |
AllSquare Wealth Management LLC | 17 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 18 |
CRA Financial Services, LLC | 18 | 18 | 0.09% | 0.12% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Fairhaven Wealth Management, LLC | 16 | 2 | 0.09% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.07% | 0.27% | Q4 2018 | Q3 2023 | 18 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 13 | 1 | 0.05% | 0.35% | 0.61% | Q3 2017 | Q2 2023 | 18 |
Chicago Partners Investment Group LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.06% | 0.16% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 18 |
WBH ADVISORY INC | 15 | 3 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Channing Capital Management, LLC | 18 | 18 | 0.19% | 0.43% | 0.80% | Q2 2013 | Q3 2017 | 18 |
Madrona Financial Services, LLC | 18 | 18 | 0.17% | 0.24% | 0.33% | Q2 2019 | Q3 2023 | 18 |
LMR Partners LLP | 5 | 1 | 0.01% | 0.14% | 0.64% | Q2 2014 | Q2 2023 | 18 |
Arete Wealth Advisors, LLC | 12 | 6 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Covington Capital Management | 11 | 6 | 0.00% | 0.09% | 0.37% | Q3 2017 | Q3 2022 | 17 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.20% | 0.72% | Q1 2018 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 1.55% | 2.02% | 2.77% | Q3 2019 | Q3 2023 | 17 |
Intelligence Driven Advisers, LLC | 9 | 8 | 0.16% | 0.33% | 0.62% | Q4 2018 | Q3 2023 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Robertson Opportunity Capital, LLC | 17 | 17 | 4.33% | 5.23% | 7.13% | Q3 2019 | Q3 2023 | 17 |
Stanley Capital Management, LLC | 17 | 17 | 1.98% | 3.51% | 5.56% | Q3 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
DUBUQUE BANK & TRUST CO | 17 | 17 | 0.00% | 0.17% | 0.69% | Q1 2015 | Q1 2019 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.13% | 0.20% | 0.34% | Q2 2013 | Q2 2017 | 17 |
Wealthspire Advisors, LLC | 16 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 17 |
Evercore Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Westbourne Investment Advisors, Inc. | 17 | 17 | 0.27% | 0.91% | 2.36% | Q3 2019 | Q3 2023 | 17 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.04% | 0.14% | Q3 2016 | Q3 2020 | 17 |
ANCHOR CAPITAL ADVISORS LLC | 17 | 17 | 0.02% | 0.34% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 17 |
Sand Hill Global Advisors, LLC | 16 | 1 | 0.04% | 0.06% | 0.12% | Q3 2013 | Q2 2023 | 17 |
IBEX WEALTH ADVISORS | 17 | 17 | 0.83% | 1.06% | 1.39% | Q3 2016 | Q3 2020 | 17 |
J. L. Bainbridge & Co., Inc. | 11 | 11 | 0.13% | 1.62% | 3.54% | Q1 2021 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.18% | 0.48% | Q3 2019 | Q3 2023 | 17 |
Trust Co | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 2 | 0.00% | 0.13% | 0.23% | Q4 2018 | Q3 2023 | 17 |
Shepherd Financial Partners LLC | 17 | 17 | 0.10% | 0.25% | 0.55% | Q3 2019 | Q3 2023 | 17 |
Principal Street Partners, LLC | 17 | 17 | 0.06% | 0.13% | 0.20% | Q3 2019 | Q3 2023 | 17 |
MONECO Advisors, LLC | 17 | 17 | 0.09% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Cannell & Co. | 17 | 17 | 0.01% | 0.99% | 1.56% | Q3 2019 | Q3 2023 | 17 |
Ardevora Asset Management LLP | 13 | 4 | 0.87% | 1.13% | 1.54% | Q1 2015 | Q3 2020 | 17 |
Edgemoor Investment Advisors, Inc. | 17 | 17 | 0.05% | 0.17% | 0.44% | Q3 2019 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.15% | 0.31% | 0.64% | Q2 2013 | Q2 2017 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q1 2022 | 17 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q4 2021 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.02% | 0.08% | 0.10% | Q4 2015 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q4 2022 | 17 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2021 | 17 |
Argyle Capital Management Inc. | 17 | 17 | 0.46% | 0.71% | 1.08% | Q3 2019 | Q3 2023 | 17 |
Jackson Hole Capital Partners, LLC | 17 | 17 | 0.30% | 0.36% | 0.45% | Q3 2019 | Q3 2023 | 17 |
LEE DANNER & BASS INC | 17 | 17 | 0.09% | 0.55% | 1.01% | Q3 2019 | Q3 2023 | 17 |
Granite Investment Partners, LLC | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.12% | 0.18% | Q2 2013 | Q2 2017 | 17 |
Glenview Capital Management | 17 | 17 | 0.45% | 2.76% | 6.19% | Q3 2019 | Q3 2023 | 17 |
Sunriver Management LLC | 17 | 17 | 2.57% | 7.46% | 12.23% | Q3 2019 | Q3 2023 | 17 |
Night Owl Capital Management, LLC | 17 | 17 | 3.82% | 5.73% | 8.79% | Q3 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.02% | 0.08% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Ninety One UK Ltd | 17 | 17 | 0.49% | 0.93% | 1.58% | Q2 2013 | Q2 2017 | 17 |
Incline Global Management LLC | 15 | 15 | 0.80% | 5.71% | 8.64% | Q2 2019 | Q4 2022 | 17 |
STALEY CAPITAL ADVISERS INC | 17 | 17 | 0.02% | 1.22% | 3.24% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2021 | 17 |
WADE G W & INC | 14 | 1 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 17 |
CITY HOLDING CO | 17 | 17 | 0.04% | 0.19% | 0.37% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2017 | 17 |
COOPERMAN LEON G | 17 | 17 | 2.63% | 7.00% | 12.92% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
WEST CHESTER CAPITAL ADVISORS, INC | 8 | 1 | 0.21% | 0.69% | 1.40% | Q2 2013 | Q3 2019 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.10% | 0.14% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Redwood Investments, LLC | 17 | 17 | 0.00% | 0.57% | 1.02% | Q2 2013 | Q2 2017 | 17 |
Kovack Advisors, Inc. | 16 | 1 | 0.03% | 0.09% | 0.19% | Q1 2016 | Q3 2023 | 17 |
Foothills Asset Management, Ltd. | 17 | 17 | 1.91% | 2.25% | 2.79% | Q4 2013 | Q4 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q2 2017 | 17 |
EVERMAY WEALTH MANAGEMENT LLC | 17 | 17 | 0.01% | 0.07% | 0.18% | Q3 2019 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 16 | 16 | 0.13% | 3.21% | 3.88% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
BALASA DINVERNO & FOLTZ LLC | 15 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.55% | 1.09% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Goelzer Investment Management, Inc. | 9 | 7 | 0.04% | 0.16% | 0.36% | Q1 2019 | Q1 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.22% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 2.35% | 3.22% | 3.92% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Stephens Investment Management Group LLC | 16 | 16 | 0.06% | 0.10% | 0.16% | Q4 2016 | Q3 2020 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.11% | 0.42% | 1.23% | Q4 2019 | Q3 2023 | 16 |
Lionsbridge Wealth Management LLC | 16 | 16 | 1.04% | 1.28% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.17% | 0.35% | 0.50% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.14% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.88% | 1.29% | 1.78% | Q4 2019 | Q3 2023 | 16 |
RIVER GLOBAL INVESTORS LLP | 14 | 2 | 0.01% | 1.24% | 2.50% | Q3 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q4 2021 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.06% | 0.16% | 0.30% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.12% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.06% | 0.20% | Q2 2014 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.04% | 0.19% | 0.30% | Q2 2013 | Q1 2017 | 16 |
Starfire Investment Advisers, Inc. | 10 | 2 | 0.12% | 0.16% | 0.21% | Q1 2016 | Q2 2020 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 16 |
Principle Wealth Partners LLC | 14 | 2 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.06% | 0.16% | 0.28% | Q4 2018 | Q3 2022 | 16 |
Nelson Capital Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2018 | 16 |
Santori & Peters, Inc. | 16 | 16 | 0.23% | 0.33% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Daiwa SB Investments Ltd. | 16 | 16 | 0.15% | 0.20% | 0.26% | Q2 2015 | Q1 2019 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.47% | 0.53% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Baker Avenue Asset Management, LP | 16 | 16 | 0.03% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
TIAA, FSB | 11 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.02% | 0.65% | 1.06% | Q3 2018 | Q2 2022 | 16 |
First Heartland Consultants, Inc. | 8 | 1 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 16 |
BlueSpruce Investments, LP | 16 | 16 | 7.28% | 12.31% | 16.62% | Q4 2019 | Q3 2023 | 16 |
HARTLINE INVESTMENT CORP/ | 14 | 1 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q2 2023 | 16 |
Pensionfund DSM Netherlands | 9 | 2 | 0.12% | 0.48% | 0.60% | Q1 2017 | Q4 2021 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 16 | 16 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Personal Capital Advisors Corp | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DE BURLO GROUP INC | 11 | 5 | 0.03% | 0.54% | 2.98% | Q3 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.31% | 0.49% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Steamboat Capital Partners, LLC | 12 | 4 | 1.76% | 3.69% | 6.70% | Q1 2019 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 7 | 1 | 0.07% | 0.33% | 1.09% | Q4 2012 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2022 | 16 |
TOWNSQUARE CAPITAL LLC | 16 | 16 | 0.04% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.02% | 0.14% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Sigma Planning Corp | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.07% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Psagot Value Holdings Ltd. | 16 | 16 | 0.00% | 0.08% | 0.49% | Q4 2017 | Q3 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.05% | 0.08% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 10 | 3 | 0.03% | 0.11% | 0.15% | Q1 2019 | Q2 2023 | 16 |
SAWGRASS ASSET MANAGEMENT LLC | 16 | 16 | 0.02% | 1.39% | 2.94% | Q3 2017 | Q2 2021 | 16 |
FORT, L.P. | 11 | 5 | 0.03% | 0.32% | 0.58% | Q2 2018 | Q2 2022 | 16 |
Veritas Asset Management LLP | 13 | 3 | 3.55% | 5.41% | 7.32% | Q2 2014 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.15% | 0.27% | 0.38% | Q4 2019 | Q3 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.03% | 0.42% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.34% | 0.60% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q4 2023 | 16 |
Clearstead Advisors, LLC | 16 | 16 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Capital Bank & Trust Co | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 15 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 15 | 0.04% | 0.29% | 0.46% | Q1 2020 | Q3 2023 | 15 |
PRECEPT MANAGEMENT LLC | 9 | 1 | 0.01% | 0.83% | 1.87% | Q4 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Spears Abacus Advisors LLC | 15 | 15 | 1.64% | 2.32% | 3.01% | Q1 2020 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 13 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Wambolt & Associates, LLC | 15 | 15 | 0.12% | 0.23% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.25% | 0.36% | 0.66% | Q1 2020 | Q3 2023 | 15 |
BlueCrest Capital Management Ltd | 13 | 2 | 0.02% | 0.16% | 0.82% | Q4 2015 | Q3 2019 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.14% | 0.20% | 0.32% | Q4 2019 | Q2 2023 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 1 | 0.04% | 0.33% | 0.93% | Q3 2019 | Q3 2023 | 15 |
Jacobsen Capital Management | 14 | 1 | 0.14% | 0.85% | 1.29% | Q4 2019 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.33% | 0.89% | 1.87% | Q1 2020 | Q3 2023 | 15 |
MIDDLETON & CO INC/MA | 15 | 15 | 0.07% | 0.74% | 1.08% | Q1 2020 | Q3 2023 | 15 |
GUARDIAN CAPITAL LP | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.03% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Integrated Advisors Network LLC | 14 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 15 |
First National Bank of Hutchinson | 15 | 15 | 0.22% | 0.31% | 0.44% | Q3 2016 | Q1 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.11% | 0.17% | 0.25% | Q3 2016 | Q1 2020 | 15 |
TLWM | 15 | 15 | 0.21% | 0.30% | 0.37% | Q4 2017 | Q2 2021 | 15 |
Sonora Investment Management, LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q3 2021 | 15 |
JUPITER ASSET MANAGEMENT LTD | 8 | 1 | 0.02% | 0.48% | 1.09% | Q1 2018 | Q3 2023 | 15 |
Penobscot Investment Management Company, Inc. | 15 | 15 | 0.03% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 15 |
ExodusPoint Capital Management, LP | 10 | 1 | 0.01% | 0.24% | 1.04% | Q2 2019 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 5 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Snowden Capital Advisors LLC | 8 | 1 | 0.02% | 0.17% | 0.26% | Q3 2018 | Q3 2023 | 15 |
WINTRUST INVESTMENTS LLC | 8 | 2 | 0.07% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 15 | 15 | 0.03% | 0.11% | 0.68% | Q1 2020 | Q3 2023 | 15 |
SG3 Management, LLC | 8 | 8 | 0.01% | 0.12% | 0.52% | Q1 2020 | Q4 2021 | 15 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 15 | 15 | 0.06% | 0.25% | 0.35% | Q4 2017 | Q2 2021 | 15 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.00% | 1.93% | 5.18% | Q1 2015 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
British Airways Pensions Investment Management Ltd | 8 | 7 | 0.49% | 0.81% | 1.18% | Q4 2014 | Q4 2019 | 15 |
CULLEN/FROST BANKERS, INC. | 10 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.02% | 0.18% | 0.57% | Q1 2019 | Q3 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q4 2016 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.02% | 0.10% | Q2 2020 | Q4 2023 | 15 |
Tortoise Index Solutions, LLC | 15 | 15 | 0.05% | 0.10% | 0.14% | Q1 2019 | Q3 2022 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Cable Hill Partners, LLC | 12 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 15 |
SpiderRock Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Mandatum Life Insurance Co Ltd | 15 | 15 | 0.65% | 0.99% | 1.25% | Q1 2018 | Q3 2021 | 15 |
Buckley Wealth Management, LLC | 15 | 15 | 0.25% | 0.33% | 0.40% | Q4 2017 | Q2 2021 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.12% | 0.22% | Q1 2017 | Q3 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.02% | 0.19% | 0.62% | Q2 2013 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Stevard, LLC | 10 | 5 | 0.29% | 0.61% | 0.91% | Q4 2019 | Q3 2023 | 15 |
Winslow Capital Management, LLC | 15 | 15 | 1.04% | 1.45% | 2.16% | Q4 2016 | Q2 2020 | 15 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.00% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.12% | 0.23% | 0.39% | Q4 2016 | Q2 2020 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.06% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.11% | 0.15% | 0.24% | Q1 2020 | Q3 2023 | 15 |
ATWOOD & PALMER INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q1 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
COMMUNITY TRUST & INVESTMENT CO | 14 | 14 | 0.12% | 0.15% | 0.18% | Q2 2014 | Q3 2017 | 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% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.38% | 1.84% | Q2 2018 | Q3 2022 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 14 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.26% | 0.41% | Q4 2016 | Q3 2023 | 14 |
M&R CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 1.18% | 1.88% | Q3 2020 | Q4 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Teza Capital Management LLC | 4 | 1 | 0.09% | 0.42% | 0.88% | Q1 2017 | Q3 2023 | 14 |
Uncommon Cents Investing LLC | 8 | 2 | 0.08% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 14 |
ORRSTOWN FINANCIAL SERVICES INC | 12 | 2 | 0.01% | 1.04% | 1.45% | Q4 2017 | Q1 2022 | 14 |
IBERIABANK CORP | 10 | 1 | 0.03% | 0.16% | 0.33% | Q4 2012 | Q3 2018 | 14 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.06% | 0.18% | 0.30% | Q2 2013 | Q2 2023 | 14 |
Bellecapital International Ltd. | 14 | 14 | 1.74% | 2.09% | 2.43% | Q2 2020 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.00% | 0.19% | 0.36% | Q1 2016 | Q2 2019 | 14 |
Segment Wealth Management, LLC | 9 | 9 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q3 2022 | 14 |
Ilmarinen Mutual Pension Insurance Co | 14 | 14 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
FINANCIAL COUNSELORS INC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Capital Analysts, LLC | 13 | 1 | 0.02% | 0.12% | 0.15% | Q4 2012 | Q3 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.06% | 0.36% | 1.13% | Q2 2020 | Q3 2023 | 14 |
LORD, ABBETT & CO. LLC | 7 | 2 | 0.02% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 14 |
BRAUN STACEY ASSOCIATES INC | 14 | 14 | 0.45% | 1.08% | 1.44% | Q2 2013 | Q3 2016 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 14 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.63% | 2.07% | Q4 2015 | Q3 2023 | 14 |
OAK RIDGE INVESTMENTS LLC | 14 | 14 | 0.06% | 0.15% | 0.26% | Q4 2016 | Q1 2020 | 14 |
FORTEM FINANCIAL GROUP, LLC | 14 | 14 | 0.15% | 1.10% | 2.25% | Q4 2018 | Q1 2022 | 14 |
Essex Financial Services, Inc. | 9 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q2 2023 | 14 |
SMITH, MOORE & CO. | 12 | 2 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Hilltop Holdings Inc. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14 | 14 | 0.51% | 0.82% | 1.05% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2023 | 14 |
WASHINGTON TRUST BANK | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 14 |
Pearl River Capital, LLC | 5 | 2 | 0.06% | 0.53% | 1.24% | Q3 2019 | Q3 2023 | 14 |
Crewe Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 14 |
Impax Asset Management Group plc | 14 | 14 | 0.11% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Oribel Capital Management, LP | 6 | 1 | 0.16% | 2.55% | 7.50% | Q4 2016 | Q1 2023 | 14 |
Venture Visionary Partners LLC | 13 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.06% | 0.10% | 0.40% | Q4 2019 | Q3 2023 | 14 |
Holloway Wealth Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 14 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.07% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Pensionfund Sabic | 9 | 5 | 0.46% | 0.58% | 0.69% | Q1 2017 | Q4 2020 | 14 |
PointState Capital LP | 11 | 1 | 1.01% | 2.92% | 5.11% | Q1 2019 | Q3 2023 | 14 |
Rathbones Group PLC | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2020 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.15% | 0.42% | Q3 2014 | Q4 2017 | 14 |
Resource Management, LLC | 14 | 14 | 0.13% | 0.15% | 0.18% | Q4 2017 | Q1 2021 | 14 |
West Oak Capital, LLC | 9 | 5 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 14 | 14 | 2.68% | 3.20% | 3.97% | Q2 2013 | Q3 2016 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.60% | 0.68% | 0.74% | Q4 2013 | Q1 2017 | 14 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Shorepoint Capital Partners LLC | 7 | 7 | 0.11% | 0.43% | 0.54% | Q3 2019 | Q1 2023 | 14 |
PARK PRESIDIO CAPITAL LLC | 14 | 14 | 4.06% | 7.72% | 14.06% | Q3 2019 | Q4 2022 | 14 |
Brookstone Capital Management | 12 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 14 |
IndexIQ Advisors LLC | 9 | 5 | 0.03% | 0.13% | 0.21% | Q4 2017 | Q1 2022 | 14 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 14 |
MGO ONE SEVEN LLC | 11 | 1 | 0.01% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 14 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 14 | 14 | 0.02% | 0.32% | 1.13% | Q4 2013 | Q1 2017 | 14 |
A.R.T. Advisors, LLC | 3 | 2 | 0.05% | 0.28% | 1.16% | Q3 2014 | Q4 2020 | 13 |
INGALLS & SNYDER LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13 | 13 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q4 2021 | 13 |
Northwest Bancshares, Inc. | 12 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 13 |
Palouse Capital Management, Inc. | 13 | 13 | 0.80% | 0.92% | 1.03% | Q3 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.06% | 0.44% | 0.61% | Q3 2020 | Q3 2023 | 13 |
AGF Investments LLC | 10 | 3 | 0.00% | 0.06% | 0.16% | Q1 2018 | Q3 2022 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 11 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 9 | 4 | 0.00% | 0.59% | 1.16% | Q3 2014 | Q2 2020 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q2 2016 | 13 |
DEAN INVESTMENT ASSOCIATES, LLC | 13 | 13 | 0.18% | 0.28% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Fosun International Ltd | 11 | 2 | 0.04% | 0.41% | 1.09% | Q3 2019 | Q3 2023 | 13 |
Highstreet Asset Management Inc. | 13 | 13 | 0.02% | 0.10% | 0.34% | Q4 2016 | Q4 2019 | 13 |
VISTA CAPITAL PARTNERS, INC. | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Senator Investment Group LP | 12 | 1 | 0.84% | 2.46% | 4.47% | Q3 2018 | Q4 2021 | 13 |
Financial Advocates Investment Management | 9 | 4 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 13 |
ROYCE & ASSOCIATES LP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
VISTA INVESTMENT MANAGEMENT | 13 | 13 | 0.18% | 0.26% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Caption Management, LLC | 5 | 3 | 0.02% | 0.11% | 0.26% | Q2 2020 | Q3 2022 | 13 |
QUALCOMM INC/DE | 13 | 13 | 0.77% | 1.78% | 3.68% | Q2 2013 | Q2 2016 | 13 |
HOMESTEAD ADVISERS CORP | 13 | 13 | 0.76% | 1.56% | 2.54% | Q3 2020 | Q3 2023 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q2 2020 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.05% | 0.27% | Q2 2015 | Q2 2018 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
PINNACLE ASSOCIATES LTD | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Holocene Advisors, LP | 5 | 2 | 0.00% | 0.36% | 2.02% | Q4 2017 | Q2 2023 | 13 |
Summit Trail Advisors, LLC | 7 | 1 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 13 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.00% | 0.19% | 0.28% | Q3 2015 | Q4 2021 | 13 |
Sompo Asset Management Co., Ltd. | 13 | 13 | 0.10% | 0.17% | 0.31% | Q3 2020 | Q3 2023 | 13 |
JOHN G ULLMAN & ASSOCIATES INC | 11 | 2 | 0.06% | 0.51% | 0.90% | Q2 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cheviot Value Management, LLC | 13 | 13 | 1.72% | 1.91% | 2.16% | Q3 2020 | Q3 2023 | 13 |
C Partners Holding GmbH | 9 | 4 | 0.04% | 6.39% | 11.55% | Q4 2017 | Q3 2023 | 13 |
First Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
VALLEY WEALTH MANAGERS, INC. | 7 | 6 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 13 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q1 2023 | 13 |
CHURCHILL MANAGEMENT Corp | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 13 |
Altshuler Shaham Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 13 |
South Dakota Investment Council | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kohlberg Kravis Roberts & Co. L.P. | 13 | 13 | 19.80% | 44.60% | 66.92% | Q3 2019 | Q3 2022 | 13 |
Plante Moran Financial Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q2 2022 | 13 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.05% | 0.13% | 0.54% | Q4 2013 | Q4 2018 | 13 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 13 |
Capital Advisors, Ltd. LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
MUFG Securities EMEA plc | 6 | 1 | 0.00% | 0.03% | 0.24% | Q2 2018 | Q1 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.08% | 0.25% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Blume Capital Management, Inc. | 11 | 2 | 0.02% | 0.71% | 1.69% | Q4 2014 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.07% | 0.41% | 0.67% | Q4 2018 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MONARCH CAPITAL MANAGEMENT INC/ | 13 | 13 | 0.58% | 0.91% | 1.21% | Q3 2020 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 13 |
CHICKASAW CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Realta Investment Advisors | 10 | 3 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 13 | 13 | 0.11% | 0.18% | 0.21% | Q3 2020 | Q3 2023 | 13 |
LVZ, Inc. | 7 | 2 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 13 |
WEALTHSOURCE PARTNERS, LLC | 10 | 1 | 0.03% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 13 |
Wolf Group Capital Advisors | 13 | 13 | 0.68% | 0.96% | 1.26% | Q3 2020 | Q3 2023 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 1.14% | 1.28% | 1.42% | Q2 2013 | Q3 2023 | 13 |
Poehling Capital Management, INC. | 10 | 3 | 0.01% | 0.28% | 0.45% | Q4 2017 | Q2 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
Optas, LLC | 12 | 12 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.06% | 0.10% | 0.22% | Q4 2016 | Q3 2019 | 12 |
Hoese & Co LLP | 12 | 12 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.06% | 0.22% | 0.58% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.07% | 0.61% | Q2 2018 | Q1 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Abundance Wealth Counselors | 6 | 1 | 0.18% | 0.31% | 0.41% | Q2 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.10% | 0.23% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 7 | 5 | 0.01% | 0.08% | 0.21% | Q4 2013 | Q3 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q2 2023 | 12 |
SFE Investment Counsel | 12 | 12 | 0.40% | 1.56% | 2.14% | Q4 2020 | Q3 2023 | 12 |
Soditic Asset Management LLP | 12 | 12 | 11.02% | 17.19% | 26.53% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 7 | 5 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
DODGE & COX | 12 | 12 | 0.57% | 2.14% | 3.00% | Q4 2020 | Q3 2023 | 12 |
Claro Advisors LLC | 9 | 1 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 12 |
Harvest Fund Management Co., Ltd | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 12 |
Blueshift Asset Management, LLC | 7 | 1 | 0.04% | 0.15% | 0.55% | Q4 2018 | Q3 2023 | 12 |
MCRAE CAPITAL MANAGEMENT INC | 12 | 12 | 0.13% | 2.90% | 3.79% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.04% | 0.06% | 0.15% | Q4 2016 | Q3 2019 | 12 |
BAXTER BROS INC | 12 | 12 | 0.45% | 0.66% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.19% | 0.29% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 0.16% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
AtonRa Partners | 12 | 12 | 0.52% | 0.77% | 1.10% | Q4 2020 | Q3 2023 | 12 |
True North Advisors, LLC | 10 | 2 | 0.12% | 0.48% | 0.81% | Q1 2020 | Q3 2023 | 12 |
MATRIX ASSET ADVISORS INC/NY | 12 | 12 | 0.42% | 1.28% | 1.68% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HighTower Trust Company, N.A. | 12 | 12 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q1 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.15% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.31% | 0.47% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Majedie Asset Management Ltd | 12 | 12 | 1.02% | 4.06% | 6.86% | Q2 2019 | Q1 2022 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.43% | 0.50% | 0.61% | Q4 2020 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 7 | 5 | 0.03% | 0.04% | 0.07% | Q3 2017 | Q3 2020 | 12 |
Trinity Financial Advisors LLC | 12 | 12 | 1.29% | 1.60% | 2.30% | Q4 2020 | Q3 2023 | 12 |
Canton Hathaway, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q1 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Cooper Financial Group | 7 | 5 | 0.06% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 7 | 5 | 0.00% | 0.16% | 0.46% | Q3 2019 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.26% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.11% | 1.07% | 1.30% | Q4 2020 | Q3 2023 | 12 |
PIEDMONT INVESTMENT ADVISORS INC | 9 | 3 | 0.00% | 0.10% | 0.23% | Q2 2016 | Q1 2020 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.09% | 0.11% | Q2 2013 | Q1 2016 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.22% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.05% | 0.08% | 0.18% | Q4 2016 | Q3 2019 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q3 2016 | 12 |
TIFF ADVISORY SERVICES, LLC | 12 | 12 | 1.62% | 5.03% | 6.46% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q3 2018 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 4.74% | 5.19% | 5.67% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.05% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
SOROS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.53% | 3.07% | 10.10% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 4 | 0.00% | 0.12% | 0.38% | Q2 2013 | Q3 2017 | 12 |
Quantitative Systematic Strategies LLC | 8 | 1 | 0.07% | 0.44% | 0.89% | Q2 2016 | Q2 2021 | 12 |
Morningstar Investment Services LLC | 12 | 12 | 0.26% | 0.45% | 0.62% | Q4 2020 | Q3 2023 | 12 |
CKW FINANCIAL GROUP | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 1 | 0.05% | 0.27% | 0.80% | Q1 2017 | Q3 2023 | 12 |
Quantbot Technologies LP | 2 | 1 | 0.02% | 0.36% | 0.98% | Q1 2014 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 4.89% | 5.68% | 6.18% | Q4 2020 | Q3 2023 | 12 |
FACTORY MUTUAL INSURANCE CO | 12 | 12 | 0.44% | 0.51% | 0.57% | Q4 2020 | Q3 2023 | 12 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 12 | 12 | 1.39% | 2.24% | 3.33% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 7 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Lido Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.14% | Q1 2016 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 7 | 1 | 0.01% | 0.10% | 0.16% | Q1 2016 | Q3 2023 | 12 |
Larson Financial Group LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2014 | Q3 2017 | 12 |
Timber Creek Capital Management LLC | 10 | 2 | 0.00% | 1.44% | 1.90% | Q1 2017 | Q3 2023 | 12 |
Heritage Wealth Advisors | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
HARRIS ASSOCIATES L P | 12 | 12 | 0.27% | 2.94% | 4.01% | Q4 2020 | Q3 2023 | 12 |
Avestar Capital, LLC | 7 | 2 | 0.00% | 0.04% | 0.19% | Q4 2017 | Q3 2023 | 12 |
SCOUT INVESTMENTS, INC. | 12 | 12 | 0.25% | 0.47% | 0.97% | Q4 2015 | Q3 2018 | 12 |
THOMAS STORY & SON LLC | 12 | 12 | 1.17% | 1.62% | 1.89% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 12 | 12 | 0.04% | 0.06% | 0.06% | Q1 2017 | Q4 2019 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q1 2016 | 12 |
ValueAct Holdings | 12 | 12 | 0.43% | 15.95% | 27.89% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Ironsides Asset Advisors, LLC | 12 | 12 | 0.07% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Cordasco Financial Network | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 12 |
HNP Capital LLC | 7 | 5 | 0.55% | 0.78% | 0.96% | Q4 2018 | Q4 2021 | 12 |
Aryeh Capital Management Ltd. | 12 | 12 | 6.95% | 13.25% | 19.96% | Q4 2020 | Q3 2023 | 12 |
Freemont Management S.A. | 12 | 12 | 0.52% | 0.78% | 1.52% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11 | 11 | 0.03% | 1.27% | 1.88% | Q1 2019 | Q3 2021 | 11 |
HENNESSY ADVISORS INC | 8 | 3 | 0.02% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 11 |
Knights of Columbus Asset Advisors LLC | 6 | 5 | 0.04% | 0.35% | 0.54% | Q2 2020 | Q3 2023 | 11 |
Redwood Grove Capital, LLC | 11 | 11 | 3.64% | 5.50% | 6.58% | Q1 2021 | Q3 2023 | 11 |
GUYASUTA INVESTMENT ADVISORS INC | 11 | 11 | 0.82% | 1.02% | 1.44% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
OXFORD ASSET MANAGEMENT LLP | 6 | 1 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2018 | 11 |
Boston Partners | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 11 |
UNIVEST FINANCIAL Corp | 6 | 1 | 0.07% | 0.68% | 1.78% | Q2 2016 | Q1 2022 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 11 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 11 | 0.06% | 0.40% | 0.62% | Q4 2017 | Q2 2020 | 11 |
GIRARD PARTNERS LTD. | 10 | 1 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 11 |
Baker Ellis Asset Management LLC | 11 | 11 | 0.81% | 0.93% | 1.19% | Q1 2021 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.86% | 1.88% | 3.07% | Q1 2013 | Q3 2015 | 11 |
NAVELLIER & ASSOCIATES INC | 11 | 11 | 0.01% | 0.39% | 1.65% | Q1 2014 | Q3 2016 | 11 |
CARLSON CAPITAL L P | 6 | 2 | 0.09% | 0.47% | 1.38% | Q2 2013 | Q1 2022 | 11 |
DONALDSON CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2021 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q4 2022 | 11 |
Selway Asset Management | 11 | 11 | 1.85% | 2.04% | 2.26% | Q1 2021 | Q3 2023 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.10% | 0.19% | 0.31% | Q2 2013 | Q4 2015 | 11 |
River Road Asset Management, LLC | 11 | 11 | 0.83% | 1.31% | 2.01% | Q1 2021 | Q3 2023 | 11 |
STOCK YARDS BANK & TRUST CO | 6 | 5 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.07% | 0.21% | Q4 2017 | Q4 2022 | 11 |
FIRST FINANCIAL CORP /IN/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Euclid Advisors LLC | 6 | 5 | 0.03% | 0.06% | 0.15% | Q3 2013 | Q2 2016 | 11 |
Vantage Investment Partners, LLC | 11 | 11 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Polar Asset Management Partners Inc. | 8 | 1 | 0.02% | 0.27% | 0.67% | Q3 2019 | Q4 2021 | 11 |
GRIMES & COMPANY, INC. | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 11 |
CAPITAL GUARDIAN TRUST CO | 8 | 1 | 0.00% | 0.14% | 0.81% | Q2 2013 | Q2 2019 | 11 |
Cipher Capital LP | 4 | 1 | 0.04% | 0.30% | 0.85% | Q4 2013 | Q2 2023 | 11 |
Abacus Wealth Partners, LLC | 11 | 11 | 0.20% | 0.36% | 0.73% | Q4 2020 | Q2 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.22% | 0.41% | Q2 2015 | Q1 2023 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
COERENTE CAPITAL MANAGEMENT | 11 | 11 | 4.25% | 4.83% | 5.50% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.12% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
ProVise Management Group, LLC | 11 | 11 | 0.17% | 0.46% | 0.61% | Q1 2021 | Q3 2023 | 11 |
OSTERWEIS CAPITAL MANAGEMENT INC | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.26% | 0.47% | 0.58% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Pine River Capital Management L.P. | 10 | 1 | 0.01% | 0.04% | 0.26% | Q1 2014 | Q4 2016 | 11 |
REYNOLDS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.20% | 0.49% | 1.26% | Q2 2013 | Q4 2015 | 11 |
Oakworth Capital, Inc. | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.04% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 11 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11 | 11 | 1.26% | 1.73% | 2.07% | Q1 2021 | Q3 2023 | 11 |
New England Research & Management, Inc. | 6 | 1 | 0.15% | 0.40% | 0.84% | Q2 2017 | Q4 2022 | 11 |
Copperleaf Capital, LLC | 11 | 11 | 0.31% | 0.43% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Fortis Capital Management LLC | 10 | 1 | 0.19% | 0.58% | 2.11% | Q2 2020 | Q1 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.08% | 0.16% | 0.31% | Q4 2019 | Q2 2022 | 11 |
SkyOak Wealth, LLC | 11 | 11 | 0.18% | 0.25% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Live Oak Private Wealth LLC | 11 | 11 | 1.18% | 1.37% | 1.62% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Kathmere Capital Management, LLC | 11 | 11 | 0.12% | 0.25% | 0.43% | Q4 2019 | Q2 2022 | 11 |
DELTEC ASSET MANAGEMENT LLC | 9 | 1 | 0.08% | 0.97% | 1.55% | Q3 2015 | Q2 2023 | 11 |
Malaga Cove Capital, LLC | 11 | 11 | 0.22% | 0.55% | 0.78% | Q1 2021 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 10 | 1 | 0.00% | 0.90% | 1.18% | Q3 2018 | Q4 2023 | 11 |
Mount Lucas Management LP | 6 | 5 | 0.02% | 0.60% | 1.29% | Q1 2014 | Q3 2019 | 11 |
Outlook Wealth Advisors, LLC | 5 | 3 | 0.20% | 0.30% | 0.46% | Q1 2019 | Q3 2023 | 11 |
Barry Investment Advisors, LLC | 11 | 11 | 0.84% | 1.14% | 1.79% | Q1 2021 | Q3 2023 | 11 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 11 | 11 | 0.32% | 1.23% | 2.56% | Q3 2019 | Q1 2022 | 11 |
Sargent Investment Group, LLC | 6 | 2 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 11 |
Ninety One North America, Inc. | 11 | 11 | 0.20% | 1.34% | 2.24% | Q4 2014 | Q2 2017 | 11 |
First Personal Financial Services | 9 | 2 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2019 | 11 |
Full Sail Capital, LLC | 11 | 11 | 0.02% | 0.09% | 0.18% | Q4 2018 | Q2 2021 | 11 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.17% | 0.96% | Q2 2013 | Q4 2021 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q1 2017 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 1 | 0.01% | 0.12% | 0.25% | Q2 2018 | Q4 2022 | 11 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 3 | 0.04% | 0.19% | 0.68% | Q1 2017 | Q1 2020 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Avondale Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2020 | 11 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 11 |
Keeler Thomas Management LLC | 11 | 11 | 0.70% | 1.23% | 1.98% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 9 | 1 | 0.01% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.02% | 2.34% | 4.04% | Q3 2019 | Q1 2022 | 11 |
Kalos Management, Inc. | 9 | 1 | 0.08% | 0.35% | 0.70% | Q4 2015 | Q1 2023 | 11 |
Monument Capital Management | 11 | 11 | 1.37% | 1.52% | 1.76% | Q4 2017 | Q2 2020 | 11 |
Inspire Investing, LLC | 11 | 11 | 0.08% | 0.48% | 0.88% | Q4 2017 | Q2 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Nicholas Hoffman & Company, LLC. | 9 | 1 | 0.01% | 0.19% | 0.39% | Q3 2019 | Q2 2023 | 11 |
CARILLON TOWER ADVISERS, INC. | 11 | 11 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q2 2020 | 11 |
HARDING LOEVNER LP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.03% | 0.96% | 1.13% | Q2 2013 | Q3 2015 | 10 |
Clayton Partners LLC | 10 | 10 | 1.88% | 2.69% | 3.17% | Q2 2021 | Q3 2023 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.24% | 0.37% | 0.53% | Q2 2021 | Q3 2023 | 10 |
CANANDAIGUA NATIONAL CORP | 9 | 1 | 0.03% | 0.14% | 0.25% | Q2 2020 | Q4 2022 | 10 |
DENVER INVESTMENT ADVISORS LLC | 10 | 10 | 0.04% | 0.13% | 0.25% | Q2 2014 | Q3 2016 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.09% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
State of Wyoming | 8 | 2 | 0.01% | 0.09% | 0.26% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.06% | 0.40% | Q2 2019 | Q3 2023 | 10 |
Amica Retiree Medical Trust | 10 | 10 | 0.12% | 0.19% | 0.30% | Q1 2018 | Q2 2020 | 10 |
Arden Trust Co | 9 | 1 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q4 2023 | 10 |
Weatherstone Capital Management | 10 | 10 | 0.12% | 0.29% | 0.60% | Q4 2016 | Q1 2019 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Investment Partners, LLC | 10 | 10 | 1.67% | 3.15% | 4.32% | Q2 2021 | Q3 2023 | 10 |
Apriem Advisors | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2019 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.39% | 0.95% | Q1 2018 | Q3 2023 | 10 |
Robbins Farley | 7 | 1 | 1.24% | 1.70% | 2.23% | Q4 2020 | Q3 2023 | 10 |
Lafayette Investments | 10 | 10 | 0.12% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
FIRST AMERICAN TRUST, FSB | 7 | 3 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 10 |
Ramsay, Stattman, Vela & Price, Inc. | 10 | 10 | 1.27% | 1.73% | 2.22% | Q2 2021 | Q3 2023 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.13% | 0.40% | 0.88% | Q1 2014 | Q4 2019 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.06% | 0.47% | Q4 2022 | Q3 2023 | 10 |
Trexquant Investment LP | 3 | 1 | 0.03% | 0.20% | 0.47% | Q4 2015 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 10 |
Maytus Capital Management, LLC | 3 | 1 | 1.36% | 2.49% | 5.25% | Q1 2019 | Q3 2023 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Port Capital LLC | 10 | 10 | 1.04% | 2.03% | 2.50% | Q2 2021 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q4 2016 | 10 |
BADGLEY PHELPS & BELL INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
NZS Capital, LLC | 10 | 10 | 0.60% | 2.52% | 4.00% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q1 2018 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.07% | 0.13% | 0.22% | Q1 2019 | Q3 2021 | 10 |
Sentry Investments Corp. | 10 | 10 | 0.13% | 0.24% | 0.36% | Q2 2013 | Q3 2015 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.01% | 0.12% | 0.24% | Q1 2021 | Q2 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Grassi Investment Management | 10 | 10 | 0.03% | 0.27% | 0.51% | Q3 2020 | Q4 2022 | 10 |
BRANDES INVESTMENT PARTNERS, LP | 10 | 10 | 0.40% | 1.93% | 2.56% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.04% | 0.13% | Q1 2021 | Q3 2023 | 10 |
LaFleur & Godfrey LLC | 10 | 10 | 0.12% | 0.24% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Richard P Slaughter Associates Inc | 10 | 10 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q1 2022 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 2 | 0.03% | 0.15% | 0.27% | Q4 2015 | Q1 2019 | 10 |
CHECK CAPITAL MANAGEMENT INC/CA | 10 | 10 | 0.47% | 2.33% | 2.84% | Q3 2012 | Q4 2014 | 10 |
TPI Fund Managers Ltd | 10 | 10 | 2.12% | 3.71% | 5.31% | Q2 2019 | Q3 2021 | 10 |
MALTESE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.08% | 0.50% | 1.16% | Q1 2019 | Q2 2021 | 10 |
Clear Perspective Advisors, LLC | 10 | 10 | 0.16% | 0.20% | 0.26% | Q3 2019 | Q4 2021 | 10 |
Marcum Wealth, LLC | 9 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 10 | 10 | 1.05% | 3.99% | 7.52% | Q2 2020 | Q3 2022 | 10 |
PROFESSIONAL ADVISORY SERVICES INC | 10 | 10 | 1.84% | 3.31% | 4.04% | Q2 2021 | Q3 2023 | 10 |
HARVEST VOLATILITY MANAGEMENT LLC | 10 | 10 | 0.00% | 0.32% | 0.56% | Q4 2020 | Q1 2023 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.31% | 0.50% | 0.72% | Q2 2021 | Q3 2023 | 10 |
SCHARF INVESTMENTS, LLC | 10 | 10 | 2.56% | 3.58% | 4.43% | Q2 2021 | Q3 2023 | 10 |
Artisan Partners Limited Partnership | 5 | 1 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 10 |
Running Oak Capital LLC | 5 | 5 | 0.19% | 1.68% | 2.04% | Q2 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
JACOBS & CO/CA | 10 | 10 | 0.43% | 0.59% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Aurora Investment Counsel | 10 | 10 | 0.36% | 0.65% | 0.86% | Q2 2021 | Q3 2023 | 10 |
RiverFront Investment Group, LLC | 10 | 10 | 0.31% | 0.37% | 0.45% | Q4 2008 | Q1 2011 | 10 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.10% | 0.52% | Q3 2013 | Q2 2021 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Capula Management Ltd | 3 | 2 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q4 2022 | 10 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 10 |
Sandhill Capital Partners LLC | 10 | 10 | 3.22% | 4.46% | 5.08% | Q1 2019 | Q2 2021 | 10 |
STEADFAST CAPITAL MANAGEMENT LP | 7 | 3 | 1.30% | 1.79% | 2.96% | Q3 2019 | Q3 2022 | 10 |
AMICA MUTUAL INSURANCE CO | 10 | 10 | 0.12% | 0.19% | 0.33% | Q1 2018 | Q2 2020 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2015 | 10 |
WESPAC Advisors, LLC | 4 | 1 | 0.22% | 0.68% | 1.17% | Q4 2015 | Q4 2021 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 4 | 0.01% | 0.20% | 0.49% | Q2 2020 | Q3 2023 | 10 |
M. Kraus & Co | 10 | 10 | 1.30% | 1.65% | 1.96% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CAMBIAR INVESTORS LLC | 10 | 10 | 0.01% | 1.59% | 2.05% | Q1 2021 | Q2 2023 | 10 |
CreativeOne Wealth, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Semmax Financial Advisors Inc. | 9 | 1 | 0.12% | 0.15% | 0.27% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q2 2020 | 10 |
Focused Wealth Management, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 8 | 1 | 0.02% | 0.09% | 0.48% | Q4 2014 | Q3 2019 | 9 |
BlueMar Capital Management, LLC | 9 | 9 | 3.05% | 4.06% | 4.56% | Q3 2019 | Q3 2021 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Cumberland Partners Ltd | 7 | 2 | 0.05% | 0.12% | 0.16% | Q1 2020 | Q4 2022 | 9 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
Neo Ivy Capital Management | 5 | 1 | 0.02% | 0.31% | 0.84% | Q2 2020 | Q3 2023 | 9 |
Boit C F David | 5 | 4 | 0.06% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 9 |
LONDON CO OF VIRGINIA | 9 | 9 | 0.27% | 0.30% | 0.33% | Q3 2021 | Q3 2023 | 9 |
EagleClaw Capital Managment, LLC | 9 | 9 | 0.49% | 0.65% | 0.83% | Q3 2021 | Q3 2023 | 9 |
Core Alternative Capital | 9 | 9 | 1.09% | 1.83% | 2.30% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Bank of New Hampshire | 7 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
RIVULET CAPITAL, LLC | 9 | 9 | 3.76% | 8.07% | 9.74% | Q3 2021 | Q3 2023 | 9 |
Burt Wealth Advisors | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 9 |
ERn Financial, LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 9 |
Semper Trust Co. | 9 | 9 | 0.23% | 0.56% | 1.19% | Q2 2013 | Q2 2015 | 9 |
DSM CAPITAL PARTNERS LLC | 9 | 9 | 1.26% | 1.98% | 2.58% | Q3 2021 | Q3 2023 | 9 |
CORTLAND ASSOCIATES INC/MO | 9 | 9 | 4.38% | 6.77% | 9.50% | Q3 2021 | Q3 2023 | 9 |
Bray Capital Advisors | 9 | 9 | 0.21% | 0.37% | 0.45% | Q3 2021 | Q3 2023 | 9 |
WoodTrust Financial Corp | 7 | 2 | 0.04% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 9 |
CUE ADVISORY SERVICES, INC. | 9 | 9 | 0.37% | 0.62% | 0.97% | Q3 2016 | Q3 2018 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.10% | 0.15% | 0.28% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 9 | 9 | 1.03% | 1.30% | 1.47% | Q4 2014 | Q4 2016 | 9 |
Maven Securities LTD | 5 | 1 | 0.01% | 0.08% | 0.32% | Q1 2020 | Q2 2023 | 9 |
HARVEY CAPITAL MANAGEMENT INC | 9 | 9 | 0.54% | 0.82% | 1.02% | Q3 2021 | Q3 2023 | 9 |
COOKE & BIELER LP | 9 | 9 | 1.23% | 1.57% | 1.82% | Q2 2013 | Q2 2015 | 9 |
BANK OF HAWAII | 6 | 3 | 0.02% | 0.07% | 0.15% | Q1 2016 | Q3 2021 | 9 |
Jackson Wealth Management, LLC | 8 | 1 | 0.07% | 0.26% | 0.40% | Q1 2018 | Q2 2023 | 9 |
Ally Financial Inc. | 9 | 9 | 0.27% | 0.53% | 0.80% | Q1 2021 | Q1 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.72% | 0.81% | 0.98% | Q1 2021 | Q1 2023 | 9 |
Bragg Financial Advisors, Inc | 9 | 9 | 0.10% | 0.34% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Schwab Charitable Fund | 9 | 9 | 0.03% | 0.10% | 0.20% | Q2 2019 | Q2 2021 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 2 | 0.05% | 0.23% | 0.88% | Q1 2016 | Q3 2019 | 9 |
JENNISON ASSOCIATES LLC | 7 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2022 | 9 |
Artemis Investment Management LLP | 7 | 2 | 0.04% | 0.25% | 0.71% | Q1 2019 | Q4 2022 | 9 |
KARPAS STRATEGIES, LLC | 9 | 9 | 1.19% | 1.57% | 1.98% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.06% | 0.21% | 0.36% | Q2 2017 | Q3 2023 | 9 |
HighVista Strategies LLC | 7 | 1 | 0.03% | 2.40% | 5.37% | Q1 2014 | Q3 2023 | 9 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.42% | 2.17% | Q1 2016 | Q2 2023 | 9 |
Cypress Capital Group | 7 | 2 | 0.04% | 0.10% | 0.12% | Q2 2017 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 1 | 0.02% | 0.41% | 0.61% | Q3 2019 | Q3 2023 | 9 |
American National Registered Investment Advisor, Inc. | 9 | 9 | 0.23% | 0.30% | 0.41% | Q1 2020 | Q1 2022 | 9 |
First Washington CORP | 9 | 9 | 0.26% | 0.29% | 0.36% | Q1 2021 | Q1 2023 | 9 |
O'Dell Group, LLC | 5 | 1 | 0.05% | 0.08% | 0.15% | Q2 2019 | Q2 2023 | 9 |
ClearBridge Investments | 8 | 1 | 0.00% | 0.09% | 0.13% | Q2 2014 | Q3 2023 | 9 |
FORA Capital, LLC | 3 | 1 | 0.09% | 0.35% | 0.60% | Q4 2019 | Q3 2023 | 9 |
MERIDIAN MANAGEMENT CO | 9 | 9 | 0.80% | 1.63% | 1.99% | Q3 2021 | Q3 2023 | 9 |
REINHART PARTNERS, LLC. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Salient Capital Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q1 2016 | 9 |
Financial Architects, Inc | 4 | 2 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q1 2021 | 9 |
Santa Fe Partners LLC | 4 | 2 | 0.03% | 0.19% | 0.51% | Q2 2013 | Q4 2015 | 9 |
AustralianSuper Pty Ltd | 9 | 9 | 0.14% | 0.20% | 0.29% | Q2 2020 | Q2 2022 | 9 |
Centerpoint Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 9 | 9 | 0.45% | 0.92% | 1.34% | Q4 2019 | Q4 2021 | 9 |
EAGLE GLOBAL ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
TURNER INVESTMENTS LLC | 6 | 3 | 0.06% | 0.73% | 1.77% | Q2 2014 | Q2 2017 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 9 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.08% | 0.16% | Q3 2013 | Q2 2017 | 9 |
WADDELL & REED FINANCIAL INC | 9 | 9 | 0.14% | 0.78% | 1.14% | Q1 2019 | Q1 2021 | 9 |
Legacy Financial Advisors, Inc. | 6 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.00% | 0.17% | 0.76% | Q2 2020 | Q2 2022 | 9 |
Clearwater Capital Advisors, LLC | 6 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 9 |
BRYN MAWR TRUST Co | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 9 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.81% | 1.12% | 1.73% | Q3 2021 | Q3 2023 | 9 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 9 |
AMERICAN NATIONAL INSURANCE CO | 9 | 9 | 0.19% | 0.29% | 0.40% | Q1 2020 | Q1 2022 | 9 |
Keel Point, LLC | 9 | 9 | 0.46% | 0.56% | 0.70% | Q3 2021 | Q3 2023 | 9 |
COMPASS CAPITAL MANAGEMENT, INC | 9 | 9 | 3.59% | 3.88% | 4.08% | Q3 2021 | Q3 2023 | 9 |
Ninepoint Partners LP | 5 | 4 | 0.52% | 1.40% | 2.18% | Q3 2017 | Q4 2019 | 9 |
MONETARY MANAGEMENT GROUP INC | 9 | 9 | 0.01% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Three Peaks Capital Management, LLC | 6 | 3 | 0.64% | 1.16% | 1.76% | Q2 2018 | Q4 2020 | 9 |
GAM SYSTEMATIC LLP | 8 | 1 | 0.01% | 0.08% | 0.12% | Q4 2014 | Q3 2017 | 9 |
Center for Financial Planning, Inc. | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 9 |
THOMPSON DAVIS & CO., INC. | 7 | 1 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q3 2017 | 9 |
Coyle Financial Counsel LLC | 8 | 1 | 0.01% | 1.46% | 1.96% | Q2 2018 | Q2 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
BEACON FINANCIAL GROUP | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Machina Capital S.A.S. | 4 | 1 | 0.01% | 0.56% | 1.24% | Q4 2018 | Q3 2023 | 8 |
Arlington Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Patient Capital Management, LLC | 8 | 8 | 1.79% | 2.57% | 3.49% | Q4 2021 | Q3 2023 | 8 |
SPROTT INC. | 8 | 8 | 0.04% | 1.40% | 3.93% | Q3 2015 | Q2 2017 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BECKER CAPITAL MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2014 | Q3 2016 | 8 |
SeaTown Holdings Pte. Ltd. | 8 | 8 | 0.39% | 2.77% | 6.32% | Q1 2019 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MAPLELANE CAPITAL, LLC | 3 | 2 | 0.34% | 2.28% | 3.80% | Q2 2019 | Q4 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Jupiter Investment Management Ltd | 4 | 1 | 0.00% | 0.31% | 0.67% | Q3 2014 | Q2 2020 | 8 |
Bridge Advisory, LLC | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Tower View Wealth Management LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.26% | 0.33% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Southeastern Asset Management | 8 | 8 | 1.28% | 2.39% | 3.18% | Q4 2021 | Q3 2023 | 8 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.27% | 0.73% | Q4 2018 | Q3 2023 | 8 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.74% | 1.26% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.85% | 1.00% | 1.12% | Q4 2019 | Q3 2021 | 8 |
Quadrature Capital Ltd | 2 | 1 | 0.06% | 0.34% | 1.34% | Q3 2015 | Q3 2020 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.39% | 0.44% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 1.39% | 2.00% | 2.42% | Q4 2021 | Q3 2023 | 8 |
Melvin Capital Management LP | 6 | 6 | 0.76% | 3.08% | 5.42% | Q3 2019 | Q4 2020 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.19% | 0.30% | 0.66% | Q2 2013 | Q1 2015 | 8 |
Decatur Capital Management, Inc. | 8 | 8 | 0.85% | 1.46% | 1.76% | Q4 2018 | Q3 2020 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.24% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.02% | 0.24% | 0.72% | Q1 2019 | Q3 2023 | 8 |
Community Capital Management, LLC | 8 | 8 | 1.49% | 2.26% | 2.65% | Q1 2021 | Q4 2022 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.10% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Corundum Group, Inc. | 8 | 8 | 0.13% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
WILKINS INVESTMENT COUNSEL INC | 8 | 8 | 0.87% | 1.30% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Spark Investment Management LLC | 8 | 8 | 0.29% | 0.41% | 0.50% | Q4 2013 | Q3 2015 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.53% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 1.25% | 1.63% | 1.90% | Q4 2021 | Q3 2023 | 8 |
Nikko Asset Management Americas, Inc. | 8 | 8 | 0.08% | 0.63% | 1.05% | Q4 2016 | Q3 2018 | 8 |
MARVIN & PALMER ASSOCIATES INC | 7 | 1 | 1.19% | 2.17% | 4.03% | Q1 2015 | Q2 2023 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Roundview Capital LLC | 5 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.40% | 0.45% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Bank of Marin | 8 | 8 | 0.48% | 0.55% | 0.65% | Q4 2019 | Q3 2021 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ACCIDENT COMPENSATION CORP | 8 | 8 | 0.08% | 0.20% | 0.33% | Q3 2016 | Q2 2018 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.14% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.97% | 1.36% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Geller Advisors LLC | 5 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 8 |
CNB Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Agate Pass Investment Management, LLC | 7 | 1 | 1.30% | 1.69% | 1.99% | Q4 2021 | Q4 2023 | 8 |
Kovitz Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 8 | 8 | 0.05% | 0.07% | 0.15% | Q3 2020 | Q2 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Capital International Investors | 8 | 8 | 0.07% | 0.28% | 0.50% | Q3 2018 | Q2 2020 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.22% | 0.34% | 0.42% | Q3 2021 | Q2 2023 | 8 |
ELEFANTE MICHAEL B | 8 | 8 | 0.66% | 1.68% | 2.27% | Q1 2013 | Q4 2014 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.11% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Triad Investment Management | 8 | 8 | 3.36% | 4.20% | 4.82% | Q4 2021 | Q3 2023 | 8 |
Wayfinding Financial, LLC | 8 | 8 | 0.65% | 0.71% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Interval Partners, LP | 6 | 6 | 0.13% | 0.81% | 2.46% | Q2 2020 | Q3 2021 | 8 |
Prana Capital Management, LP | 5 | 1 | 0.77% | 2.62% | 5.51% | Q4 2019 | Q3 2023 | 8 |
WEXFORD CAPITAL LP | 6 | 1 | 0.14% | 0.71% | 2.08% | Q1 2019 | Q4 2022 | 8 |
Schubert & Co | 8 | 8 | 47.76% | 54.91% | 68.80% | Q4 2021 | Q3 2023 | 8 |
Lebenthal Global Advisors, LLC | 8 | 8 | 0.12% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
APOGEM CAPITAL LLC | 8 | 8 | 1.16% | 1.86% | 2.61% | Q4 2020 | Q3 2022 | 8 |
E Fund Management Co., Ltd. | 7 | 1 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q1 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Capital International, Inc./CA/ | 6 | 2 | 0.01% | 0.47% | 1.06% | Q1 2019 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.03% | 0.65% | 1.24% | Q2 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 8 | 8 | 0.24% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.16% | 0.20% | 0.22% | Q2 2019 | Q1 2021 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.23% | 0.64% | 0.86% | Q4 2021 | Q4 2023 | 8 |
UBS OCONNOR LLC | 8 | 8 | 0.06% | 0.35% | 0.54% | Q2 2019 | Q1 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 0.91% | 1.28% | 1.53% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.05% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
EMINENCE CAPITAL, LP | 6 | 2 | 1.06% | 1.92% | 3.06% | Q2 2013 | Q4 2020 | 8 |
Taylor Frigon Capital Management LLC | 7 | 1 | 1.71% | 2.06% | 2.42% | Q4 2014 | Q4 2017 | 8 |
Waratah Capital Advisors Ltd. | 4 | 2 | 0.03% | 0.48% | 1.85% | Q3 2019 | Q3 2021 | 8 |
BURKE & HERBERT BANK & TRUST CO | 8 | 8 | 0.15% | 0.18% | 0.20% | Q3 2019 | Q2 2021 | 8 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 8 | 1.38% | 2.83% | 3.86% | Q3 2019 | Q2 2021 | 8 |
Hunter Perkins Capital Management, LLC | 8 | 8 | 0.38% | 1.02% | 2.24% | Q4 2021 | Q3 2023 | 8 |
12th Street Asset Management Company, LLC | 8 | 8 | 4.22% | 5.21% | 6.00% | Q3 2019 | Q2 2021 | 8 |
CenterBook Partners LP | 8 | 8 | 0.31% | 0.71% | 1.19% | Q4 2021 | Q3 2023 | 8 |
DSC Advisors, L.P. | 6 | 2 | 0.10% | 1.65% | 3.49% | Q2 2013 | Q2 2022 | 8 |
WAYCROSS PARTNERS, LLC | 6 | 2 | 0.09% | 0.43% | 0.93% | Q1 2021 | Q2 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.04% | 0.16% | 0.52% | Q4 2021 | Q3 2023 | 8 |
MARTIN CURRIE LTD | 8 | 8 | 0.30% | 0.33% | 0.35% | Q4 2017 | Q3 2019 | 8 |
BROOKTREE CAPITAL MANAGEMENT | 8 | 8 | 0.15% | 3.75% | 5.27% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 8 | 8 | 0.46% | 0.77% | 0.93% | Q4 2021 | Q3 2023 | 8 |
TLP GROUP LLC | 5 | 1 | 0.00% | 0.11% | 0.25% | Q4 2015 | Q3 2018 | 8 |
GENESEE VALLEY TRUST CO | 8 | 8 | 0.22% | 0.26% | 0.34% | Q2 2016 | Q1 2018 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.17% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
NEW AMSTERDAM PARTNERS LLC/NY | 8 | 8 | 0.04% | 0.05% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Toscafund Asset Management LLP | 8 | 8 | 8.28% | 23.77% | 55.23% | Q1 2019 | Q4 2020 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ATALANTA SOSNOFF CAPITAL, LLC | 5 | 3 | 0.01% | 0.62% | 2.12% | Q4 2015 | Q2 2020 | 8 |
NVWM, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 8 |
THOMAS WHITE INTERNATIONAL LTD | 8 | 8 | 0.07% | 0.13% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 0.76% | 1.27% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.11% | 0.68% | Q2 2013 | Q2 2023 | 8 |
Ironwood Investment Counsel, LLC | 8 | 8 | 0.39% | 0.89% | 1.63% | Q4 2021 | Q3 2023 | 8 |
Marathon Asset Management Ltd | 8 | 8 | 1.93% | 2.00% | 2.10% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 8 |
Leelyn Smith, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 8 | 8 | 1.52% | 1.69% | 1.84% | Q4 2021 | Q3 2023 | 8 |
OKABENA INVESTMENT SERVICES INC | 8 | 8 | 0.68% | 1.15% | 1.59% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
AIA Group Ltd | 7 | 1 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.10% | Q4 2017 | Q3 2019 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
MIG Capital, LLC | 8 | 8 | 4.49% | 7.64% | 9.56% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.92% | 1.11% | 1.58% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 8 |
Lunia Capital LP | 8 | 8 | 2.68% | 3.93% | 5.21% | Q1 2019 | Q4 2020 | 8 |
Ellsworth Advisors, LLC | 8 | 8 | 1.42% | 1.55% | 1.70% | Q4 2021 | Q3 2023 | 8 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 8 | 8 | 0.15% | 0.48% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Cutter & CO Brokerage, Inc. | 5 | 2 | 0.06% | 0.14% | 0.20% | Q2 2015 | Q3 2023 | 7 |
HARBER ASSET MANAGEMENT LLC | 7 | 7 | 2.20% | 3.82% | 5.49% | Q1 2022 | Q3 2023 | 7 |
Focused Investors LLC | 7 | 7 | 4.05% | 4.54% | 5.21% | Q1 2022 | Q3 2023 | 7 |
Meritage Group LP | 6 | 1 | 0.03% | 4.71% | 7.56% | Q2 2013 | Q4 2016 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.12% | 0.41% | Q2 2015 | Q1 2022 | 7 |
Alyeska Investment Group, L.P. | 7 | 7 | 0.12% | 0.41% | 0.79% | Q3 2019 | Q1 2021 | 7 |
BRIGHTON JONES LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.28% | 0.75% | Q4 2018 | Q2 2023 | 7 |
Axel Capital Management, LLC | 5 | 2 | 0.86% | 1.92% | 2.93% | Q4 2014 | Q3 2018 | 7 |
Kingfisher Capital LLC | 7 | 7 | 0.55% | 0.64% | 0.76% | Q1 2020 | Q3 2021 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
BSW Wealth Partners | 3 | 1 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 7 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q2 2021 | 7 |
First Western Trust Bank | 7 | 7 | 0.24% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Advisors Capital Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Partners Group Holding AG | 7 | 7 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Pinkerton Retirement Specialists, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.14% | 0.24% | 0.32% | Q1 2015 | Q3 2016 | 7 |
Nebula Capital Management, LP | 7 | 7 | 0.50% | 3.69% | 5.11% | Q2 2013 | Q4 2014 | 7 |
Invictus RG Pte. Ltd. | 7 | 7 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2015 | 7 |
Frontier Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 7 |
Li Winifred I | 7 | 7 | 0.23% | 0.40% | 0.52% | Q2 2013 | Q4 2014 | 7 |
DC Investments Management, LLC | 7 | 7 | 0.17% | 0.42% | 0.72% | Q4 2017 | Q2 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Graham Capital Management, L.P. | 7 | 7 | 0.01% | 0.06% | 0.27% | Q1 2022 | Q3 2023 | 7 |
BW Gestao de Investimentos Ltda. | 4 | 1 | 0.24% | 1.28% | 3.10% | Q4 2019 | Q4 2022 | 7 |
Carmignac Gestion | 4 | 3 | 0.61% | 2.22% | 3.26% | Q2 2019 | Q1 2021 | 7 |
Aveo Capital Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SCOPIA CAPITAL MANAGEMENT LP | 7 | 7 | 1.50% | 4.33% | 6.01% | Q1 2021 | Q3 2022 | 7 |
Riverview Trust Co | 7 | 7 | 0.02% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Boussard & Gavaudan Investment Management LLP | 5 | 2 | 0.09% | 0.26% | 0.51% | Q3 2014 | Q2 2016 | 7 |
NorthRock Partners, LLC | 5 | 2 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.08% | 0.22% | Q2 2016 | Q3 2023 | 7 |
Intersect Capital LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q1 2022 | 7 |
WealthPLAN Partners, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Invictus RG | 7 | 7 | 0.02% | 0.07% | 0.20% | Q4 2015 | Q2 2017 | 7 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 7 |
PHYSICIANS FINANCIAL SERVICES, INC. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Baker Chad R | 7 | 7 | 0.58% | 1.31% | 1.96% | Q1 2020 | Q3 2021 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.90% | 1.47% | 1.93% | Q4 2020 | Q2 2022 | 7 |
AGF INVESTMENTS INC. | 6 | 1 | 0.00% | 0.07% | 0.11% | Q1 2020 | Q3 2022 | 7 |
Intrinsic Edge Capital Management LLC | 5 | 2 | 0.02% | 0.30% | 0.99% | Q1 2021 | Q2 2023 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.02% | 0.84% | 1.38% | Q4 2018 | Q3 2022 | 7 |
COOKSON PEIRCE & CO INC | 4 | 3 | 0.02% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 7 |
PFG Advisors | 7 | 7 | 0.46% | 0.56% | 0.62% | Q4 2018 | Q2 2020 | 7 |
Beirne Wealth Consulting Services, LLC | 7 | 7 | 0.12% | 0.22% | 0.30% | Q3 2019 | Q1 2021 | 7 |
ARK Investment Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2019 | 7 |
BREAKLINE CAPITAL LLC | 4 | 1 | 0.97% | 4.37% | 8.45% | Q4 2017 | Q1 2021 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.11% | 0.49% | 0.98% | Q3 2019 | Q2 2023 | 7 |
THAMES CAPITAL MANAGEMENT LLC | 7 | 7 | 0.29% | 2.77% | 4.69% | Q4 2018 | Q2 2020 | 7 |
Strategic Wealth Partners, Ltd. | 4 | 3 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q1 2023 | 7 |
One Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
STANSBERRY ASSET MANAGEMENT, LLC | 7 | 7 | 1.49% | 2.44% | 2.99% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 7 |
SYCOMORE ASSET MANAGEMENT | 7 | 7 | 0.42% | 0.90% | 1.34% | Q3 2020 | Q1 2022 | 7 |
Gryphon Financial Partners LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q1 2020 | 7 |
Cornell Pochily Investment Advisors, Inc. | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Grosvenor Holdings, L.L.C. | 7 | 7 | 2.53% | 5.78% | 10.20% | Q3 2019 | Q1 2021 | 7 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Lee Capital Holdings LLC | 6 | 1 | 1.02% | 2.53% | 3.95% | Q2 2018 | Q2 2021 | 7 |
Monte Financial Group, LLC | 7 | 7 | 0.33% | 0.35% | 0.38% | Q1 2020 | Q3 2021 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.02% | 0.16% | 0.26% | Q3 2021 | Q1 2023 | 7 |
PA Capital LLC | 7 | 7 | 0.89% | 1.36% | 2.62% | Q1 2019 | Q3 2020 | 7 |
Bain Capital Public Equity Management II, LLC | 5 | 5 | 0.01% | 3.24% | 5.91% | Q3 2020 | Q3 2021 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2021 | 7 |
Invenomic Capital Management LP | 7 | 7 | 0.42% | 0.79% | 1.30% | Q4 2021 | Q2 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.06% | 0.22% | 0.37% | Q4 2020 | Q3 2023 | 7 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.08% | 0.16% | 0.23% | Q1 2019 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
tru Independence LLC | 7 | 7 | 0.01% | 0.12% | 0.22% | Q4 2019 | Q2 2021 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.37% | 1.25% | 1.87% | Q4 2017 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.51% | 1.16% | 1.43% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Stonehage Fleming (UK) Ltd | 7 | 7 | 0.90% | 1.00% | 1.07% | Q2 2014 | Q4 2015 | 7 |
Grant/GrossMendelsohn, LLC | 7 | 7 | 0.50% | 0.55% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2022 | 7 |
Financial Planning & Information Services, Inc. | 7 | 7 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
STABLEFORD CAPITAL II LLC | 7 | 7 | 0.46% | 0.83% | 1.31% | Q1 2020 | Q3 2021 | 7 |
COWA, LLC | 7 | 7 | 0.14% | 0.21% | 0.28% | Q1 2022 | Q3 2023 | 7 |
PGIM Custom Harvest LLC | 4 | 3 | 0.04% | 0.11% | 0.26% | Q1 2021 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.01% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 7 |
FourThought Financial, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 7 |
Accurate Wealth Management, LLC | 4 | 3 | 0.09% | 0.63% | 1.15% | Q2 2021 | Q1 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.42% | 0.48% | 0.59% | Q3 2021 | Q2 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Linker Capital Management Inc. | 7 | 7 | 3.51% | 4.00% | 4.53% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.08% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Gould Capital, LLC | 7 | 7 | 0.75% | 0.80% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 5 | 2 | 0.03% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Schechter Investment Advisors, LLC | 6 | 1 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
TDAM USA INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.03% | 0.09% | 0.14% | Q4 2021 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.21% | 0.23% | 0.24% | Q1 2022 | Q3 2023 | 7 |
ARGUS INVESTORS' COUNSEL, INC. | 7 | 7 | 0.25% | 0.29% | 0.46% | Q1 2020 | Q3 2021 | 7 |
Haverford Trust Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
CLARK ESTATES INC/NY | 7 | 7 | 3.60% | 4.66% | 5.61% | Q1 2022 | Q3 2023 | 7 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 3 | 0.03% | 0.07% | 0.08% | Q1 2016 | Q1 2020 | 7 |
HILLMAN CO | 7 | 7 | 10.48% | 15.02% | 17.74% | Q1 2022 | Q3 2023 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 7 |
Ariel Investments | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.25% | 0.30% | 0.32% | Q2 2013 | Q4 2014 | 7 |
Hanson & Doremus Investment Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Pointe Capital Management LLC | 5 | 1 | 0.12% | 0.23% | 0.29% | Q4 2016 | Q3 2023 | 6 |
WealthShield Partners, LLC | 4 | 2 | 0.02% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.20% | 0.52% | 2.06% | Q2 2022 | Q3 2023 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.61% | 0.72% | 0.80% | Q2 2022 | Q3 2023 | 6 |
WESTWOOD HOLDINGS GROUP INC | 4 | 2 | 0.00% | 0.27% | 0.75% | Q2 2013 | Q3 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SANDLER CAPITAL MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Caldera Capital, LLC | 6 | 6 | 0.71% | 11.77% | 18.77% | Q4 2018 | Q1 2020 | 6 |
CHICAGO EQUITY PARTNERS LLC | 6 | 6 | 0.03% | 0.13% | 0.22% | Q1 2016 | Q2 2017 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.68% | 0.75% | 0.83% | Q2 2022 | Q3 2023 | 6 |
Aperture Investors, LLC | 5 | 1 | 0.22% | 0.88% | 1.84% | Q4 2019 | Q3 2021 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2014 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q4 2022 | 6 |
Noble Path Asset Management LP | 6 | 6 | 3.99% | 6.48% | 16.14% | Q4 2021 | Q1 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q4 2017 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Horan Capital Advisors, LLC. | 6 | 6 | 1.19% | 1.34% | 1.47% | Q2 2022 | Q3 2023 | 6 |
Provident Investment Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q4 2018 | 6 |
Counsel Portfolio Services Inc. | 6 | 6 | 0.14% | 0.22% | 0.34% | Q1 2014 | Q2 2015 | 6 |
Syntal Capital Partners, LLC | 6 | 6 | 0.24% | 0.29% | 0.35% | Q1 2015 | Q2 2016 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
SOUND SHORE MANAGEMENT INC /CT/ | 6 | 6 | 0.03% | 2.30% | 3.15% | Q3 2020 | Q4 2021 | 6 |
STONERIDGE INVESTMENT PARTNERS LLC | 6 | 6 | 0.44% | 0.82% | 1.07% | Q4 2019 | Q1 2021 | 6 |
SPHERA FUNDS MANAGEMENT LTD. | 4 | 2 | 0.32% | 0.69% | 1.08% | Q1 2019 | Q3 2020 | 6 |
Virtue Capital Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 6 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2022 | 6 |
Sixth Street Partners Management Company, L.P. | 6 | 6 | 8.08% | 9.77% | 12.16% | Q2 2022 | Q3 2023 | 6 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.01% | 1.07% | 3.76% | Q1 2019 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.06% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.34% | 0.39% | 0.43% | Q3 2019 | Q4 2020 | 6 |
Bank of Kentucky, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 6 |
Red Door Wealth Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.23% | Q1 2020 | Q3 2023 | 6 |
AXS Investments LLC | 5 | 1 | 0.02% | 0.26% | 0.41% | Q3 2021 | Q2 2023 | 6 |
Cito Capital Group, LLC | 6 | 6 | 0.14% | 0.20% | 0.30% | Q3 2021 | Q4 2022 | 6 |
WALL STREET ASSOCIATES | 6 | 6 | 0.05% | 0.14% | 0.28% | Q3 2015 | Q4 2016 | 6 |
Sawyer & Company, Inc | 6 | 6 | 0.52% | 0.63% | 0.73% | Q2 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
TWIN CAPITAL MANAGEMENT INC | 4 | 1 | 0.04% | 0.24% | 0.34% | Q2 2013 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Baupost Group | 6 | 6 | 1.03% | 3.69% | 5.70% | Q4 2021 | Q1 2023 | 6 |
Providence Capital Advisors, LLC | 6 | 6 | 0.00% | 0.76% | 1.34% | Q4 2020 | Q1 2022 | 6 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.08% | 0.17% | Q1 2014 | Q1 2017 | 6 |
Roble, Belko & Company, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.11% | 0.19% | 0.25% | Q1 2020 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.37% | 0.73% | Q4 2018 | Q3 2023 | 6 |
Avalon Investment & Advisory | 3 | 3 | 0.01% | 0.33% | 0.66% | Q2 2020 | Q1 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.31% | 0.59% | 0.82% | Q4 2019 | Q3 2021 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2017 | 6 |
Financial Engines Advisors L.L.C. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 6 |
Qtron Investments LLC | 3 | 1 | 0.05% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.09% | 0.21% | 0.53% | Q2 2021 | Q3 2023 | 6 |
Alight Capital Management LP | 3 | 3 | 0.37% | 1.08% | 1.83% | Q3 2019 | Q1 2021 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
CADINHA & CO LLC | 6 | 6 | 0.17% | 2.53% | 5.07% | Q2 2022 | Q3 2023 | 6 |
Hudson Bay Capital Management LP | 4 | 1 | 0.01% | 0.10% | 0.28% | Q3 2018 | Q1 2023 | 6 |
LOEWS CORP | 6 | 6 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q1 2022 | 6 |
Wunderlich Capital Managemnt | 6 | 6 | 0.16% | 0.24% | 0.34% | Q2 2022 | Q3 2023 | 6 |
TOBAM | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Seelaus Asset Management LLC | 6 | 6 | 0.35% | 0.72% | 0.91% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.24% | 0.42% | Q4 2019 | Q3 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NICOLA WEALTH MANAGEMENT LTD. | 6 | 6 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q2 2022 | 6 |
HOEY INVESTMENTS, INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.03% | 0.10% | 0.18% | Q1 2017 | Q1 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
V Wealth Advisors LLC | 4 | 1 | 0.01% | 0.40% | 0.67% | Q2 2017 | Q4 2020 | 6 |
CLINTON GROUP INC | 4 | 1 | 0.03% | 0.17% | 0.59% | Q1 2014 | Q4 2017 | 6 |
WRIGHT INVESTORS SERVICE INC | 6 | 6 | 0.11% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
FOSTER & MOTLEY INC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2023 | 6 |
Dryden Capital, LLC | 6 | 6 | 0.37% | 0.62% | 1.04% | Q4 2021 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.08% | 0.20% | 0.34% | Q1 2020 | Q2 2021 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.15% | 0.19% | 0.20% | Q4 2021 | Q1 2023 | 6 |
ICICI Prudential Asset Management Co Ltd | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 6 |
BRC Investment Management LLC | 6 | 6 | 0.63% | 1.48% | 1.89% | Q2 2015 | Q3 2016 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.09% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 6 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.01% | 0.14% | 0.36% | Q1 2023 | Q3 2023 | 6 |
Summit X, LLC | 2 | 1 | 0.00% | 0.05% | 0.06% | Q3 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
CNA FINANCIAL CORP | 6 | 6 | 1.79% | 2.13% | 2.44% | Q4 2020 | Q1 2022 | 6 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 6 |
West Family Investments, Inc. | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 6 |
MILLER VALUE PARTNERS, LLC | 6 | 6 | 1.44% | 2.24% | 2.75% | Q4 2021 | Q1 2023 | 6 |
Hitchwood Capital Management LP | 4 | 2 | 1.71% | 2.46% | 4.27% | Q1 2019 | Q4 2022 | 6 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 6 | 6 | 1.86% | 1.98% | 2.10% | Q4 2020 | Q1 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 6 | 6 | 1.06% | 2.89% | 5.56% | Q3 2020 | Q4 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 6 |
CPWM, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2019 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.04% | 0.27% | 0.80% | Q2 2020 | Q2 2023 | 6 |
DSAM Partners (London) Ltd | 4 | 2 | 1.96% | 2.66% | 3.42% | Q1 2019 | Q4 2020 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Wealth Alliance | 6 | 6 | 0.06% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Resonant Capital Advisors, LLC | 3 | 3 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.29% | 0.45% | 0.61% | Q1 2019 | Q2 2020 | 6 |
Ashburton (Jersey) Ltd | 5 | 1 | 0.00% | 0.81% | 1.30% | Q4 2015 | Q2 2017 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Fairport, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 6 |
Advocacy Wealth Management Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Cardinal Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
XTX Topco Ltd | 3 | 1 | 0.06% | 0.24% | 0.35% | Q2 2021 | Q3 2023 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2021 | 6 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Polar Capital LLP | 6 | 6 | 0.23% | 0.39% | 0.56% | Q2 2019 | Q3 2020 | 6 |
DELPHI MANAGEMENT INC /MA/ | 4 | 1 | 0.21% | 0.48% | 1.46% | Q1 2013 | Q2 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
VALLEY NATIONAL ADVISERS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.03% | 0.03% | Q2 2017 | Q1 2019 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.03% | 0.11% | 0.19% | Q1 2014 | Q2 2015 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.03% | 0.04% | 0.08% | Q1 2015 | Q2 2016 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Wahed Invest LLC | 6 | 6 | 0.35% | 0.37% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.19% | 0.20% | 0.21% | Q3 2022 | Q4 2023 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.15% | 0.62% | 0.84% | Q4 2018 | Q1 2020 | 6 |
Keystone Financial Services | 6 | 6 | 0.12% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Parametrica Management Ltd | 1 | 1 | 0.20% | 0.60% | 1.94% | Q1 2014 | Q2 2021 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 1.01% | 1.24% | 1.48% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EAGLE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.62% | 0.98% | 1.35% | Q1 2019 | Q1 2020 | 5 |
Townsend & Associates, Inc | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q4 2022 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2021 | 5 |
TELEMUS CAPITAL, LLC | 3 | 1 | 0.00% | 0.07% | 0.26% | Q4 2017 | Q1 2022 | 5 |
King Wealth Management Group | 5 | 5 | 0.12% | 0.28% | 0.38% | Q3 2020 | Q3 2021 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Peachtree Investment Partners, LLC | 5 | 5 | 0.22% | 0.29% | 0.38% | Q4 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.06% | 0.12% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Codex Capital, L.L.C. | 5 | 5 | 0.15% | 1.98% | 3.44% | Q3 2020 | Q3 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q1 2020 | 5 |
Monterey Private Wealth, Inc. | 4 | 1 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2023 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Rollins Financial | 2 | 1 | 0.13% | 0.23% | 0.36% | Q4 2020 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
COLUMBUS CIRCLE INVESTORS | 5 | 5 | 0.37% | 0.70% | 1.04% | Q1 2019 | Q1 2020 | 5 |
AFFINITY INVESTMENT ADVISORS, LLC | 5 | 5 | 0.18% | 0.45% | 0.99% | Q3 2019 | Q3 2020 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Truvestments Capital LLC | 4 | 1 | 0.00% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 5 |
SkyView Investment Advisors, LLC | 3 | 2 | 0.01% | 0.07% | 0.19% | Q4 2021 | Q3 2023 | 5 |
ACG Wealth | 4 | 1 | 0.00% | 0.13% | 0.18% | Q4 2015 | Q2 2022 | 5 |
Jolley Asset Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2015 | Q2 2016 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
InTrack Investment Management Inc | 5 | 5 | 0.38% | 0.67% | 1.22% | Q1 2021 | Q1 2022 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.74% | 0.93% | 1.43% | Q3 2019 | Q3 2020 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Global Endowment Management, LP | 5 | 5 | 0.39% | 0.71% | 0.92% | Q3 2020 | Q3 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Athanor Capital, LP | 3 | 2 | 0.02% | 0.41% | 0.68% | Q3 2019 | Q4 2020 | 5 |
West Coast Financial LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
J. Goldman & Co LP | 3 | 1 | 0.03% | 0.21% | 0.46% | Q2 2019 | Q4 2020 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 5 |
BANKERS TRUST CO | 5 | 5 | 1.34% | 1.41% | 1.51% | Q2 2013 | Q2 2014 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.12% | 0.43% | 0.70% | Q2 2019 | Q2 2020 | 5 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 5 |
First National Advisers, LLC | 5 | 5 | 0.75% | 0.94% | 1.12% | Q3 2022 | Q3 2023 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Executive Wealth Management, LLC | 5 | 5 | 0.54% | 0.58% | 0.62% | Q3 2020 | Q3 2021 | 5 |
Allred Capital Management, LLC | 3 | 1 | 0.01% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Schneider Downs Wealth Management Advisors, LP | 3 | 2 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2022 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.04% | 0.15% | 0.21% | Q4 2017 | Q1 2020 | 5 |
EdgePoint Investment Group Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 5 | 5 | 0.30% | 0.42% | 0.59% | Q1 2019 | Q1 2020 | 5 |
Liontrust Investment Partners LLP | 3 | 2 | 0.27% | 0.51% | 0.65% | Q2 2022 | Q3 2023 | 5 |
BROOKS, MOORE & ASSOCIATES, INC. | 5 | 5 | 0.23% | 0.44% | 0.64% | Q3 2020 | Q3 2021 | 5 |
Signition LP | 5 | 5 | 0.97% | 1.27% | 1.88% | Q1 2018 | Q1 2019 | 5 |
Segantii Capital Management Ltd | 3 | 1 | 0.10% | 1.12% | 1.85% | Q2 2020 | Q4 2021 | 5 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Long Focus Capital Management, LLC | 3 | 3 | 1.12% | 3.24% | 8.04% | Q4 2021 | Q2 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.16% | 0.81% | 1.56% | Q1 2014 | Q3 2023 | 5 |
Solstein Capital, LLC | 4 | 1 | 0.01% | 0.22% | 0.70% | Q1 2020 | Q3 2021 | 5 |
FIELDPOINT PRIVATE ADVISORS, INC | 5 | 5 | 0.27% | 1.56% | 2.01% | Q1 2016 | Q1 2017 | 5 |
Insight Wealth Partners, LLC | 5 | 5 | 0.22% | 0.32% | 0.39% | Q4 2019 | Q4 2020 | 5 |
DILLON & ASSOCIATES INC | 5 | 5 | 0.44% | 0.64% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 5 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q1 2019 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.02% | 0.34% | 0.64% | Q3 2020 | Q3 2021 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 1 | 0.03% | 0.07% | 0.19% | Q1 2016 | Q3 2023 | 5 |
Honeycomb Asset Management LP | 3 | 1 | 1.70% | 2.48% | 2.99% | Q4 2019 | Q1 2023 | 5 |
Empyrean Capital Partners, LP | 5 | 5 | 1.50% | 2.06% | 2.47% | Q3 2020 | Q3 2021 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 5 |
Confluence Wealth Services, Inc. | 4 | 1 | 0.03% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Dynamic Capital Management Ltd | 2 | 1 | 0.17% | 0.24% | 0.30% | Q1 2014 | Q4 2017 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q2 2014 | 5 |
HARBOR CAPITAL ADVISORS, INC. | 5 | 5 | 0.38% | 0.70% | 1.73% | Q4 2022 | Q4 2023 | 5 |
BENJAMIN EDWARDS INC | 4 | 1 | 0.00% | 0.06% | 0.28% | Q2 2021 | Q2 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.15% | 0.17% | 0.22% | Q4 2022 | Q4 2023 | 5 |
Strategic Blueprint, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 5 |
Missouri Trust & Investment Co | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.21% | 0.27% | 0.33% | Q2 2020 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q1 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.11% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 1.32% | 1.43% | 1.62% | Q4 2022 | Q4 2023 | 5 |
BAMCO INC /NY/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Assured Investment Management LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2016 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.11% | 0.22% | Q3 2013 | Q3 2019 | 5 |
EMERALD ADVISERS, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Lynch Asset Management, Inc. | 5 | 5 | 0.20% | 0.56% | 0.73% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.14% | 0.65% | Q2 2013 | Q2 2021 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.80% | 0.97% | 1.18% | Q4 2021 | Q4 2022 | 5 |
Covenant Asset Management, LLC | 5 | 5 | 0.48% | 0.87% | 1.13% | Q2 2019 | Q2 2020 | 5 |
Robinson Value Management, Ltd. | 5 | 5 | 2.08% | 2.19% | 2.30% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 5 |
PATTON FUND MANAGEMENT, INC. | 5 | 5 | 0.50% | 0.78% | 0.97% | Q2 2019 | Q2 2020 | 5 |
Long Run Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SENTINEL ASSET MANAGEMENT, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Pinz Capital Management, LP | 3 | 2 | 0.02% | 0.27% | 1.01% | Q4 2019 | Q1 2021 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.26% | 0.34% | 0.36% | Q2 2013 | Q2 2014 | 5 |
FJ Capital Management LLC | 5 | 5 | 0.05% | 0.11% | 0.17% | Q3 2020 | Q3 2021 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.11% | 0.27% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.13% | 0.32% | Q4 2016 | Q1 2021 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q1 2018 | 5 |
Desjardins Global Asset Management Inc. | 3 | 2 | 0.02% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Bay Harbor Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
SteelPeak Wealth, LLC | 5 | 5 | 0.19% | 0.27% | 0.34% | Q4 2019 | Q4 2020 | 5 |
STEINBERG ASSET MANAGEMENT LLC | 5 | 5 | 0.44% | 0.90% | 1.22% | Q3 2021 | Q3 2022 | 5 |
PDT Partners, LLC | 5 | 5 | 0.02% | 0.09% | 0.31% | Q4 2013 | Q4 2014 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q4 2020 | 5 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.07% | 0.11% | Q1 2023 | Q2 2023 | 5 |
Regal Wealth Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.26% | 0.90% | Q1 2017 | Q3 2021 | 5 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.06% | 0.08% | 0.08% | Q4 2020 | Q3 2023 | 5 |
STRYCKER VIEW CAPITAL LLC | 3 | 2 | 2.42% | 7.81% | 11.18% | Q1 2019 | Q3 2020 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 5 |
First National Bank of South Miami | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 5 |
Epic Trust Investment Advisors, LLC | 5 | 5 | 0.50% | 0.62% | 0.80% | Q3 2022 | Q3 2023 | 5 |
Chicago Capital, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Systematic Alpha Investments, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Standard Family Office LLC | 4 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2022 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 5 |
Arcus Capital Partners, LLC | 4 | 1 | 0.00% | 0.08% | 0.16% | Q4 2020 | Q4 2022 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 5 | 5 | 0.03% | 0.08% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.54% | 1.22% | Q2 2014 | Q3 2022 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Parkwood LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2015 | Q2 2016 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2018 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.54% | 0.56% | 0.60% | Q2 2021 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.21% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Newbrook Capital Advisors LP | 4 | 4 | 1.61% | 5.02% | 7.81% | Q2 2020 | Q1 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.21% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Foyston, Gordon, & Payne Inc | 4 | 4 | 1.76% | 2.90% | 3.80% | Q4 2022 | Q3 2023 | 4 |
TRUST CO OF TOLEDO NA /OH/ | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q4 2023 | 4 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Provenire Capital, LLC | 4 | 4 | 1.12% | 3.00% | 5.08% | Q2 2020 | Q1 2021 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.16% | 0.22% | 0.26% | Q2 2015 | Q1 2016 | 4 |
Essex Savings Bank | 3 | 1 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q4 2019 | 4 |
Spectrum Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2019 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SITTNER & NELSON, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Peterson Wealth Services | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
EDMP, INC. | 4 | 4 | 4.02% | 4.28% | 4.49% | Q2 2013 | Q1 2014 | 4 |
PCJ Investment Counsel Ltd. | 4 | 4 | 0.20% | 0.84% | 1.62% | Q1 2019 | Q4 2019 | 4 |
Investment Counsel Inc. | 4 | 4 | 0.37% | 0.45% | 0.60% | Q2 2020 | Q1 2021 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.03% | 0.12% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2020 | Q2 2023 | 4 |
Junto Capital Management LP | 1 | 1 | 1.38% | 2.95% | 4.81% | Q3 2019 | Q4 2022 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.03% | 1.08% | 1.16% | Q1 2017 | Q4 2017 | 4 |
McElhenny Sheffield Capital Management, LLC | 3 | 1 | 0.36% | 0.41% | 0.49% | Q3 2021 | Q4 2022 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Longbow Finance SA | 4 | 4 | 0.92% | 1.04% | 1.30% | Q4 2022 | Q3 2023 | 4 |
CLOVERFIELDS CAPITAL GROUP, LP | 4 | 4 | 1.07% | 1.47% | 1.98% | Q4 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.17% | 0.58% | 0.88% | Q4 2022 | Q3 2023 | 4 |
HARRELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.13% | 0.38% | 0.62% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 3 | 1 | 0.06% | 0.08% | 0.08% | Q4 2017 | Q1 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.10% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.48% | 0.56% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 1.07% | 1.13% | 1.20% | Q2 2022 | Q1 2023 | 4 |
Atom Investors LP | 2 | 1 | 0.08% | 0.39% | 0.71% | Q4 2019 | Q3 2021 | 4 |
Accretive Wealth Partners, LLC | 4 | 4 | 0.47% | 0.53% | 0.60% | Q4 2020 | Q3 2021 | 4 |
Ruffer LLP | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Stifel Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Legacy Trust | 4 | 4 | 0.20% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bowman & Co S.C. | 4 | 4 | 0.26% | 0.45% | 0.56% | Q4 2022 | Q3 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 4 |
Quilter Plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
GENERAL AMERICAN INVESTORS CO INC | 4 | 4 | 0.68% | 1.02% | 1.27% | Q2 2021 | Q1 2022 | 4 |
Point72 Europe (London) LLP | 2 | 2 | 0.27% | 2.46% | 6.02% | Q2 2020 | Q3 2023 | 4 |
TOEWS CORP /ADV | 2 | 1 | 0.09% | 0.28% | 0.44% | Q2 2016 | Q4 2018 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
USCA RIA LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 4 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.06% | 0.17% | 0.28% | Q1 2021 | Q3 2022 | 4 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Varma Mutual Pension Insurance Co | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q4 2022 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 4 |
Stack Financial Management, Inc | 4 | 4 | 1.31% | 1.44% | 1.57% | Q1 2021 | Q4 2021 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.51% | 0.79% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.11% | 0.18% | 0.21% | Q2 2016 | Q1 2017 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.01% | 0.14% | 0.52% | Q4 2019 | Q1 2023 | 4 |
Wedmont Private Capital | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cavalier Investments, LLC | 4 | 4 | 0.20% | 0.25% | 0.36% | Q4 2015 | Q3 2016 | 4 |
Avitas Wealth Management LLC | 3 | 1 | 0.05% | 0.84% | 1.15% | Q2 2018 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ACAS, LLC | 4 | 4 | 0.91% | 1.06% | 1.27% | Q1 2021 | Q4 2021 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.01% | 0.13% | 0.28% | Q1 2018 | Q4 2019 | 4 |
Kaizen Financial Strategies | 2 | 2 | 0.20% | 0.24% | 0.27% | Q4 2020 | Q3 2023 | 4 |
MIROVA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Crestline Management, LP | 2 | 1 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.05% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 2.07% | 2.18% | 2.31% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.30% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q1 2021 | 4 |
Acrospire Investment Management LLC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q2 2017 | 4 |
Shay Capital LLC | 4 | 4 | 0.04% | 0.13% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.33% | 0.36% | 0.39% | Q4 2019 | Q3 2020 | 4 |
Turtle Creek Asset Management | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AMICA PENSION FUND BOARD OF TRUSTEES | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q4 2018 | 4 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.08% | 0.40% | 0.86% | Q3 2020 | Q2 2023 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Herr Investment Group LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.13% | Q4 2021 | Q4 2022 | 4 |
ICC CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.29% | 0.36% | 0.43% | Q2 2013 | Q1 2014 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
BERKSHIRE CAPITAL HOLDINGS INC | 2 | 2 | 0.00% | 1.13% | 4.54% | Q4 2019 | Q4 2020 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.28% | 0.36% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Drake & Associates, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q1 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.33% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 4 |
Passport Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
CAMPBELL CAPITAL MANAGEMENT INC | 4 | 4 | 2.13% | 2.92% | 4.02% | Q2 2021 | Q1 2022 | 4 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 4 | 4 | 2.22% | 3.51% | 4.42% | Q1 2021 | Q4 2021 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Comprehensive Financial Consultants Institutional, Inc. | 4 | 4 | 0.55% | 0.61% | 0.66% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
RAYNER & HAYNOR | 4 | 4 | 2.21% | 2.29% | 2.43% | Q4 2013 | Q3 2014 | 4 |
WealthStone, Inc. | 3 | 1 | 0.05% | 0.10% | 0.12% | Q2 2019 | Q1 2021 | 4 |
MAGNOLIA CAPITAL ADVISORS LLC | 4 | 4 | 0.17% | 0.34% | 0.43% | Q3 2022 | Q2 2023 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.17% | 0.24% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Blackstone Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Inscription Capital, LLC | 3 | 1 | 0.05% | 0.45% | 0.69% | Q1 2020 | Q2 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.05% | 0.16% | 0.42% | Q4 2014 | Q2 2020 | 4 |
F&C Asset Management plc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Darwin Wealth Management, LLC | 3 | 1 | 0.01% | 0.24% | 0.35% | Q1 2020 | Q3 2023 | 4 |
GOLDEN GATE PRIVATE EQUITY, INC. | 4 | 4 | 3.91% | 4.62% | 5.79% | Q3 2019 | Q2 2020 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2016 | Q4 2016 | 4 |
RENAISSANCE GROUP LLC | 4 | 4 | 1.36% | 1.41% | 1.47% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q3 2015 | Q2 2016 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 2.40% | 2.62% | 2.73% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Stieven Capital Advisors, L.P. | 4 | 4 | 1.89% | 2.93% | 3.58% | Q2 2020 | Q1 2021 | 4 |
GDS Wealth Management | 4 | 4 | 0.32% | 0.56% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Keudell/Morrison Wealth Management | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
MANA Advisors LLC | 2 | 1 | 0.24% | 0.77% | 1.66% | Q4 2017 | Q2 2020 | 4 |
LSV ASSET MANAGEMENT | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 4 |
FRIESS ASSOCIATES LLC | 4 | 4 | 1.63% | 1.72% | 1.85% | Q3 2019 | Q2 2020 | 4 |
Wilkinson Global Asset Management LLC | 4 | 4 | 0.01% | 0.63% | 1.36% | Q1 2021 | Q4 2021 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Corrigan Financial, Inc. | 3 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2023 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.90% | 1.06% | 1.28% | Q3 2020 | Q2 2021 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.06% | 0.13% | 0.22% | Q3 2014 | Q2 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.08% | 0.20% | 0.36% | Q2 2013 | Q1 2014 | 4 |
Bluefin Trading, LLC | 3 | 3 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q2 2020 | 4 |
Keystone Financial Group | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.10% | 0.21% | Q1 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Saba Capital Management, L.P. | 2 | 2 | 0.10% | 0.21% | 0.36% | Q3 2022 | Q4 2022 | 4 |
Owl Creek Asset Management, L.P. | 3 | 1 | 0.75% | 1.42% | 2.18% | Q3 2020 | Q3 2021 | 4 |
BLOOM TREE PARTNERS, LLC | 3 | 1 | 2.52% | 3.12% | 4.18% | Q1 2019 | Q3 2021 | 4 |
Meridian Wealth Advisors, LLC | 4 | 4 | 0.43% | 0.60% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q1 2016 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 0.05% | 0.09% | 0.13% | Q3 2015 | Q2 2016 | 4 |
Operose Advisors LLC | 4 | 4 | 0.05% | 0.13% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Ulysses Management LLC | 2 | 2 | 0.20% | 0.27% | 0.41% | Q3 2020 | Q3 2021 | 4 |
Connectus Wealth, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
COLUMBUS POINT LLP | 4 | 4 | 10.20% | 11.71% | 14.02% | Q4 2020 | Q3 2021 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.74% | 0.81% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
AGF Investments America Inc. | 4 | 4 | 0.16% | 0.42% | 0.70% | Q2 2021 | Q1 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ROWLANDMILLER & PARTNERS.ADV | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2023 | 4 |
Thematics Asset Management | 4 | 4 | 1.08% | 1.21% | 1.47% | Q4 2022 | Q3 2023 | 4 |
B & T Capital Management DBA Alpha Capital Management | 4 | 4 | 0.90% | 0.99% | 1.06% | Q4 2015 | Q3 2016 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.08% | 0.30% | Q4 2019 | Q2 2022 | 4 |
Biltmore Wealth Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q1 2020 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.17% | 0.27% | 0.50% | Q4 2014 | Q4 2017 | 4 |
Disciplina Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
RDA Financial Network | 4 | 4 | 0.39% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Taconic Capital Advisors LP | 3 | 3 | 0.45% | 0.69% | 0.95% | Q3 2020 | Q1 2021 | 3 |
KCM INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
DEERE & CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 3 |
Fragasso Group Inc. | 1 | 1 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 3 |
DERBY & COMPANY, INC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 0.13% | 0.58% | 0.85% | Q1 2023 | Q3 2023 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.43% | 0.57% | 0.74% | Q3 2021 | Q1 2022 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 3 |
Alkeon Capital Management | 3 | 3 | 0.61% | 0.88% | 1.08% | Q1 2015 | Q3 2015 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.66% | 0.72% | 0.76% | Q2 2013 | Q4 2013 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 3 |
Drexel Morgan & Co. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.13% | 0.18% | 0.22% | Q2 2021 | Q4 2021 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Leap Investments LP | 3 | 3 | 0.32% | 0.49% | 0.59% | Q4 2019 | Q2 2020 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q4 2019 | 3 |
FCF Advisors LLC | 3 | 3 | 1.06% | 1.08% | 1.12% | Q4 2014 | Q2 2015 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Curated Wealth Partners LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 0.24% | 0.34% | 0.50% | Q3 2021 | Q1 2022 | 3 |
COWEN INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 3 |
Woodline Partners LP | 1 | 1 | 0.02% | 0.52% | 1.46% | Q1 2020 | Q3 2023 | 3 |
Wolf Hill Capital Management, LP | 3 | 3 | 4.98% | 9.73% | 14.48% | Q1 2022 | Q3 2022 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 3 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q2 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q2 2015 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.10% | 0.39% | 0.86% | Q3 2020 | Q3 2021 | 3 |
TIGER MANAGEMENT L.L.C. | 3 | 3 | 0.27% | 0.35% | 0.41% | Q4 2020 | Q2 2021 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
XTX MARKETS LLC | 3 | 3 | 0.94% | 1.59% | 2.16% | Q4 2019 | Q2 2020 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.45% | 0.60% | 0.79% | Q2 2020 | Q4 2020 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.56% | 0.72% | 0.86% | Q1 2022 | Q3 2022 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 1.31% | 1.37% | 1.42% | Q3 2019 | Q1 2020 | 3 |
American Money Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q2 2016 | 3 |
COURIER CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 1.10% | 1.24% | 1.32% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF VIRGINIA /VA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 1.25% | 1.44% | 1.55% | Q4 2012 | Q2 2013 | 3 |
F3Logic, LLC | 2 | 1 | 0.06% | 0.14% | 0.26% | Q2 2020 | Q4 2021 | 3 |
CG Asset Management LLC | 2 | 1 | 0.23% | 0.31% | 0.44% | Q3 2015 | Q2 2016 | 3 |
Azora Capital LP | 2 | 1 | 0.04% | 4.04% | 8.08% | Q2 2020 | Q3 2021 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.61% | 1.33% | 1.78% | Q4 2019 | Q2 2020 | 3 |
Ridgewood Investments LLC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q2 2023 | 3 |
HMS Capital Management, LLC | 3 | 3 | 0.11% | 0.24% | 0.32% | Q3 2020 | Q1 2021 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
BFSG, LLC | 3 | 3 | 0.30% | 0.35% | 0.41% | Q2 2020 | Q4 2020 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q3 2019 | 3 |
Lucha Capital Management, LP | 3 | 3 | 3.03% | 3.48% | 3.81% | Q4 2017 | Q2 2018 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
Engle Capital Management, L.P. | 2 | 1 | 3.36% | 5.57% | 7.34% | Q3 2019 | Q2 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q2 2020 | Q4 2020 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Pentwater Capital Management LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
AMJ Financial Wealth Management | 2 | 1 | 1.50% | 2.27% | 2.87% | Q4 2019 | Q2 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q4 2019 | Q2 2020 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Investment Research & Advisory Group, Inc. | 3 | 3 | 1.16% | 1.24% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Columbia Trust Co 01012016 | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Beta Wealth Group, Inc. | 2 | 1 | 0.15% | 0.19% | 0.22% | Q1 2021 | Q2 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.25% | 0.45% | 0.66% | Q4 2019 | Q2 2021 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CIBC BANK USA | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q4 2019 | 3 |
Annandale Capital, LLC | 3 | 3 | 0.43% | 0.50% | 0.56% | Q4 2021 | Q2 2022 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.42% | 0.44% | 0.48% | Q2 2022 | Q4 2022 | 3 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.35% | 0.67% | Q1 2019 | Q1 2020 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.11% | 0.18% | 0.25% | Q1 2020 | Q3 2020 | 3 |
Versor Investments LP | 2 | 1 | 0.05% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 3 |
Anomaly Capital Management, LP | 3 | 3 | 5.30% | 6.15% | 6.66% | Q1 2021 | Q3 2021 | 3 |
EXCALIBUR MANAGEMENT CORP | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.36% | 0.51% | 0.60% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
North Growth Management Ltd. | 3 | 3 | 2.08% | 2.26% | 2.36% | Q2 2022 | Q4 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
GraniteShares Advisors LLC | 2 | 1 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q2 2023 | 3 |
USA MUTUALS ADVISORS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Matisse Capital | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Tradeworx Inc. | 2 | 1 | 0.13% | 0.42% | 0.93% | Q3 2013 | Q2 2014 | 3 |
Circle Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Annapolis Financial Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 1.08% | 1.42% | 1.64% | Q1 2021 | Q3 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2018 | Q3 2018 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2016 | Q3 2016 | 3 |
Lumature Wealth Partners, LLC | 2 | 1 | 0.00% | 0.15% | 0.25% | Q2 2022 | Q2 2023 | 3 |
Financial Insights, Inc. | 2 | 1 | 0.21% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 3 |
Lyon Street Capital, LLC | 2 | 1 | 1.14% | 1.77% | 2.82% | Q3 2020 | Q1 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.04% | 0.88% | 2.01% | Q4 2022 | Q3 2023 | 3 |
Giverny Capital | 3 | 3 | 1.78% | 1.84% | 1.96% | Q1 2023 | Q3 2023 | 3 |
Bradley Mark J. | 3 | 3 | 1.84% | 1.99% | 2.14% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.60% | 1.87% | 2.60% | Q2 2019 | Q4 2020 | 3 |
Everhart Financial Group, Inc. | 2 | 1 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 3 |
Redwood Investment Management, LLC | 2 | 1 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q3 2023 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
BTG Pactual Global Asset Management Ltd | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Corsicana & Co. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.12% | 0.35% | 0.70% | Q3 2013 | Q2 2014 | 3 |
Suncoast Equity Management | 2 | 1 | 0.04% | 2.01% | 3.68% | Q4 2019 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.15% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Oxbow Advisors, LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q2 2021 | Q2 2023 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Airain ltd | 2 | 1 | 0.11% | 0.17% | 0.20% | Q3 2013 | Q3 2016 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kemnay Advisory Services Inc. | 3 | 3 | 0.28% | 0.31% | 0.35% | Q2 2020 | Q4 2020 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 1.06% | 1.21% | 1.37% | Q4 2021 | Q2 2022 | 3 |
KENFARB & CO. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 3 |
AMF Tjanstepension AB | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 3 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.69% | 1.01% | Q1 2015 | Q2 2019 | 3 |
Richwood Investment Advisors, LLC | 2 | 1 | 0.05% | 0.16% | 0.22% | Q4 2021 | Q2 2023 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.56% | 0.58% | 0.60% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 3 | 3 | 5.86% | 6.43% | 7.29% | Q1 2022 | Q3 2022 | 3 |
CEDAR CAPITAL, LLC | 2 | 1 | 0.10% | 0.18% | 0.32% | Q3 2019 | Q3 2020 | 3 |
Seven Bridges Advisors LLC | 3 | 3 | 0.12% | 0.16% | 0.19% | Q4 2015 | Q2 2016 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Cyrus J. Lawrence, LLC | 3 | 3 | 1.43% | 1.59% | 1.69% | Q1 2023 | Q3 2023 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.24% | 0.28% | 0.33% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.30% | 0.52% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.27% | 0.32% | 0.39% | Q4 2022 | Q2 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Applied Finance Capital Management, LLC | 2 | 1 | 1.81% | 2.38% | 2.75% | Q4 2022 | Q3 2023 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.51% | 0.60% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOME FEDERAL BANK OF TENNESSEE | 2 | 1 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q4 2019 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fore Capital, LLC | 1 | 1 | 0.28% | 0.55% | 0.81% | Q4 2020 | Q2 2021 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.67% | 0.71% | 0.75% | Q3 2021 | Q4 2021 | 2 |
INVESCO, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
JABODON PT CO | 2 | 2 | 5.96% | 6.19% | 6.42% | Q4 2021 | Q1 2022 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 1.88% | 1.90% | 1.93% | Q3 2019 | Q4 2019 | 2 |
Strong Tower Advisory Services | 2 | 2 | 0.47% | 0.48% | 0.48% | Q3 2021 | Q4 2021 | 2 |
Sabal Trust CO | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.38% | 0.43% | 0.49% | Q2 2013 | Q3 2013 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
DOHJ, LLC | 2 | 2 | 0.47% | 0.56% | 0.66% | Q1 2021 | Q2 2021 | 2 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.10% | 0.36% | 0.62% | Q2 2018 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
SORA INVESTORS LLC | 2 | 2 | 2.96% | 3.04% | 3.12% | Q4 2022 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 2 |
Kames Capital Management Ltd | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2014 | Q4 2014 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.09% | 0.15% | 0.22% | Q4 2022 | Q2 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.15% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 0.97% | 1.53% | 2.09% | Q4 2020 | Q1 2021 | 2 |
GVO Asset Management Ltd | 1 | 1 | 2.22% | 2.53% | 2.85% | Q4 2019 | Q2 2020 | 2 |
Single Point Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.48% | 0.69% | 0.91% | Q1 2023 | Q2 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.26% | 0.38% | 0.49% | Q3 2019 | Q4 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Vulcan Value Partners, LLC | 2 | 2 | 1.26% | 1.34% | 1.43% | Q2 2023 | Q3 2023 | 2 |
Castle Hook Partners LP | 2 | 2 | 0.12% | 0.88% | 1.64% | Q2 2021 | Q3 2021 | 2 |
Truvvo Partners LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q3 2019 | Q4 2019 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 2 |
West Tower Group, LLC | 1 | 1 | 0.05% | 2.72% | 5.38% | Q4 2022 | Q3 2023 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.37% | 0.50% | 0.62% | Q2 2020 | Q3 2020 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q1 2018 | 2 |
NEXT CENTURY GROWTH INVESTORS LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
MILES CAPITAL, INC. | 2 | 2 | 0.19% | 0.25% | 0.31% | Q1 2016 | Q2 2016 | 2 |
Gillson Capital LP | 1 | 1 | 0.80% | 0.88% | 0.95% | Q4 2019 | Q4 2022 | 2 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Radnor Capital Management, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.12% | 0.22% | 0.32% | Q4 2019 | Q1 2020 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 0.33% | 0.36% | 0.38% | Q3 2021 | Q4 2021 | 2 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 2 | 2 | 1.14% | 1.15% | 1.17% | Q1 2016 | Q2 2016 | 2 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 1.02% | 1.02% | 1.03% | Q3 2019 | Q4 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Beck Bode, LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q3 2021 | Q4 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
VALINOR MANAGEMENT, L.P. | 2 | 2 | 2.44% | 2.72% | 2.99% | Q4 2019 | Q1 2020 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Southside Capital, LLC | 2 | 2 | 1.41% | 1.76% | 2.12% | Q3 2019 | Q4 2019 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.37% | 0.58% | Q4 2019 | Q3 2021 | 2 |
LUPO SECURITIES, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2014 | Q1 2015 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Southpoint Capital Advisors LP | 2 | 2 | 0.25% | 0.32% | 0.40% | Q3 2020 | Q4 2020 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q1 2023 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.88% | 1.64% | 2.40% | Q4 2020 | Q1 2021 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.10% | 0.14% | 0.18% | Q4 2016 | Q4 2017 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.23% | 0.32% | 0.41% | Q2 2021 | Q2 2023 | 2 |
Crescent Park Management, L.P. | 2 | 2 | 2.92% | 3.22% | 3.52% | Q3 2019 | Q4 2019 | 2 |
GREATMARK INVESTMENT PARTNERS, INC. | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Settian Capital LP | 2 | 2 | 1.76% | 1.84% | 1.92% | Q4 2021 | Q1 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.25% | 0.34% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q1 2015 | 2 |
Sheets Smith Investment Management | 1 | 1 | 1.73% | 1.74% | 1.75% | Q2 2022 | Q4 2022 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.37% | 0.70% | Q1 2017 | Q1 2021 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2017 | Q1 2018 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 2 |
Blue Grotto Capital, LLC | 2 | 2 | 2.53% | 3.28% | 4.02% | Q3 2021 | Q4 2021 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 1.46% | 1.47% | 1.48% | Q4 2014 | Q1 2015 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.72% | 0.79% | 0.85% | Q2 2023 | Q3 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2018 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
Ascent Group, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.37% | 0.38% | 0.39% | Q3 2017 | Q4 2017 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MONETTA FINANCIAL SERVICES INC | 2 | 2 | 0.83% | 0.93% | 1.03% | Q1 2020 | Q2 2020 | 2 |
WT Wealth Management | 2 | 2 | 0.42% | 0.44% | 0.47% | Q1 2023 | Q2 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q3 2021 | Q4 2021 | 2 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 2 |
GOODWIN DANIEL L | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.32% | 0.79% | 1.26% | Q1 2023 | Q3 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.19% | 0.26% | 0.32% | Q1 2017 | Q2 2017 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q1 2020 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 2 |
Islet Management, LP | 2 | 2 | 0.04% | 0.28% | 0.52% | Q4 2020 | Q1 2021 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q1 2020 | 2 |
Atreides Management, LP | 2 | 2 | 3.26% | 5.06% | 6.85% | Q3 2020 | Q4 2020 | 2 |
Credo Capital Management, LLC | 2 | 2 | 1.56% | 1.58% | 1.60% | Q2 2013 | Q3 2013 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Greenhouse Funds LLLP | 2 | 2 | 0.99% | 1.78% | 2.57% | Q2 2018 | Q3 2018 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.66% | 0.99% | 1.31% | Q4 2019 | Q1 2020 | 2 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q2 2023 | 2 |
Divergent Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 0.50% | 0.54% | 0.58% | Q3 2016 | Q4 2016 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Callan Family Office, LLC | 2 | 2 | 0.06% | 0.22% | 0.37% | Q1 2023 | Q2 2023 | 2 |
Advanced Portfolio Management, LLC | 2 | 2 | 0.68% | 0.84% | 1.01% | Q1 2023 | Q2 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2017 | Q1 2018 | 2 |
TODD ASSET MANAGEMENT LLC | 2 | 2 | 0.32% | 0.46% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.34% | 0.65% | 0.95% | Q4 2022 | Q3 2023 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Integre Asset Management, LLC | 2 | 2 | 3.13% | 3.21% | 3.29% | Q3 2019 | Q4 2019 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.23% | 0.43% | 0.63% | Q2 2022 | Q3 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.34% | 0.39% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 2 |
AT Bancorp | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2016 | Q1 2017 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 0.70% | 1.18% | 1.66% | Q1 2019 | Q2 2020 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2015 | Q4 2015 | 2 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.39% | 0.49% | 0.59% | Q3 2016 | Q4 2016 | 2 |
Contour Asset Management LLC | 2 | 2 | 3.52% | 5.10% | 6.69% | Q3 2022 | Q4 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SFMG, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Power Corp of Canada | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.08% | 0.15% | Q1 2019 | Q3 2021 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ascent Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Main Street Research LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.36% | 0.38% | 0.40% | Q1 2021 | Q3 2021 | 2 |
UNIQUE WEALTH, LLC | 2 | 2 | 0.11% | 0.16% | 0.22% | Q2 2023 | Q3 2023 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2014 | Q1 2015 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Soroban Capital Partners LP | 2 | 2 | 1.25% | 1.49% | 1.74% | Q3 2020 | Q4 2020 | 2 |
Horizon Kinetics | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 2 |
FDO Partners, LLC | 1 | 1 | 0.20% | 0.40% | 0.60% | Q3 2016 | Q3 2017 | 2 |
Palumbo Wealth Management LLC | 2 | 2 | 0.26% | 0.44% | 0.62% | Q2 2023 | Q3 2023 | 2 |
AAFMAA Wealth Management & Trust LLC | 2 | 2 | 1.46% | 1.93% | 2.41% | Q4 2020 | Q1 2021 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.74% | 1.04% | 1.33% | Q1 2023 | Q2 2023 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.48% | 1.55% | 2.63% | Q1 2016 | Q2 2020 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Man Investments Ltd | 2 | 2 | 0.09% | 0.17% | 0.24% | Q3 2013 | Q4 2013 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Andesa Financial Management Inc. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
IVC Wealth Advisors LLC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q2 2023 | 2 |
One Fin Capital Management LP | 1 | 1 | 4.32% | 4.97% | 5.62% | Q3 2019 | Q1 2020 | 2 |
AJO, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.11% | 0.20% | Q2 2021 | Q1 2023 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
River Street Advisors LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q4 2022 | Q1 2023 | 2 |
Unigestion Holding SA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Fiduciary Group LLC | 2 | 2 | 1.00% | 1.01% | 1.01% | Q2 2021 | Q3 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.50% | 0.61% | 0.72% | Q4 2020 | Q2 2021 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2017 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Oak Thistle LLC | 1 | 1 | 0.37% | 0.41% | 0.45% | Q1 2022 | Q3 2023 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 1 | 1 | 1.12% | 1.56% | 2.00% | Q1 2021 | Q4 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Private Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 2.09% | 2.42% | 2.75% | Q1 2021 | Q3 2021 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q3 2016 | 2 |
Corvex Management LP | 2 | 2 | 2.11% | 2.58% | 3.05% | Q4 2020 | Q1 2021 | 2 |
APPLIED RESEARCH INVESTMENTS, LLC | 2 | 2 | 1.62% | 1.89% | 2.15% | Q2 2020 | Q3 2020 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 2 | 1.86% | 2.04% | 2.21% | Q4 2019 | Q1 2020 | 2 |
Advisor Resource Council | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q3 2021 | 2 |
Shellback Capital, LP | 1 | 1 | 2.17% | 2.40% | 2.63% | Q3 2019 | Q3 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Distillate Capital Partners LLC | 2 | 2 | 1.04% | 1.06% | 1.09% | Q2 2022 | Q3 2022 | 2 |
Investment Management Corp of Ontario | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Taal Capital Management LP | 2 | 2 | 2.06% | 2.25% | 2.44% | Q1 2021 | Q2 2021 | 2 |
STF Management LP | 2 | 2 | 0.52% | 0.57% | 0.62% | Q4 2022 | Q1 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2021 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Virginia National Bank | 2 | 2 | 0.48% | 0.52% | 0.57% | Q1 2022 | Q2 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.22% | 0.43% | Q3 2021 | Q3 2023 | 2 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2019 | Q4 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BRR OpCo, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Parplus Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2021 | Q3 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
WIMMER ASSOCIATES 1, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 5.76% | 5.76% | 5.76% | Q3 2021 | Q3 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Key Square Capital Management LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2021 | Q1 2021 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2021 | Q1 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Atalan Capital Partners, LP | 1 | 1 | 3.87% | 3.87% | 3.87% | Q3 2019 | Q3 2019 | 1 |
LAU ASSOCIATES LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KG FUNDS MANAGEMENT, LLC | 1 | 1 | 4.79% | 4.79% | 4.79% | Q3 2021 | Q3 2021 | 1 |
Lee Capital Management LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2018 | Q1 2018 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
ROAM Global Management LP | 1 | 1 | 7.32% | 7.32% | 7.32% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
NKCFO LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2021 | Q3 2021 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2013 | Q3 2013 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2019 | Q4 2019 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tech Square Trading LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2019 | Q1 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2020 | Q1 2020 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplify Investments, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2018 | Q1 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2022 | Q1 2022 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Voit & Company, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2020 | Q3 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
New World Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2019 | Q1 2019 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Full18 Capital LLC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Adero Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2020 | Q2 2020 | 1 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Moreno Evelyn V | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
JSF Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Hummer Financial Advisory Services Inc | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ennismore Fund Management Ltd | 1 | 1 | 3.35% | 3.35% | 3.35% | Q1 2021 | Q1 2021 | 1 |
AO Asset Management, LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2021 | Q3 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2015 | Q1 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2019 | Q3 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Infini Master Fund | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2021 | Q1 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Montis Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
SUMITOMO LIFE INSURANCE CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SAX WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Wood Investment Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2013 | Q4 2013 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2016 | Q2 2016 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2022 | Q1 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JB Capital LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DMC Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
SBB Research Group LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Legacy CG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Brave Warrior Advisors | 1 | 1 | 4.54% | 4.54% | 4.54% | Q2 2013 | Q2 2013 | 1 |
China Universal Asset Management Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Canoe Financial LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Quadrature Capital LLP | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2015 | Q2 2015 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2023 | Q2 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | 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 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Infini Capital Management Ltd | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2021 | Q1 2021 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2016 | Q2 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2013 | Q2 2013 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Magellan Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2017 | Q4 2017 | 1 |
MONTAG & CALDWELL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PENINSULA ASSET MANAGEMENT INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
SQ Advisors, LLC | 1 | 1 | 2.66% | 2.66% | 2.66% | Q2 2013 | Q2 2013 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 3.79% | 3.79% | 3.79% | Q4 2020 | Q4 2020 | 1 |
Palogic Value Management, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Ibex Investors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
Jump Trading, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2020 | Q4 2020 | 1 |
EGERTON CAPITAL LTD | 1 | 1 | 2.11% | 2.11% | 2.11% | Q2 2013 | Q2 2013 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
GLAZER CAPITAL, LLC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q2 2019 | Q2 2019 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
Anson Funds Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2020 | Q3 2020 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2020 | Q4 2020 | 1 |
ANGELO GORDON & CO., L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lubar & Co., Inc | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2020 | Q1 2020 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2013 | Q4 2013 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Round Table Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
CHARTWELL INVESTMENT PARTNERS/PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2022 | Q3 2022 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q3 2020 | Q3 2020 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2017 | Q1 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Polianta Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2019 | Q3 2019 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WP Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2017 | Q4 2017 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2022 | Q1 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own FISERV INC or have owned FISERV INC in the past.