Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 85 |
Walleye Trading LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 75 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.00% | 0.01% | 0.20% | Q4 2006 | Q3 2023 | 66 |
Cutler Group LLC / CA | 20 | 10 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q2 2023 | 57 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 56 |
WOLVERINE TRADING, LLC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 55 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 52 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.04% | 0.10% | Q3 2011 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.07% | 0.31% | Q1 2012 | Q3 2023 | 47 |
PEAK6 Investments LLC | 17 | 3 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.07% | Q1 2012 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.11% | Q1 2013 | Q3 2023 | 45 |
TRUIST FINANCIAL CORP | 30 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.07% | 0.23% | Q1 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.24% | 0.47% | 0.70% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.01% | 1.28% | 4.28% | Q1 2013 | Q3 2023 | 43 |
Champlain Investment Partners, LLC | 43 | 43 | 0.67% | 1.21% | 1.90% | Q1 2013 | Q3 2023 | 43 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.04% | 0.08% | 0.14% | Q2 2010 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.05% | Q4 2012 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.05% | 0.12% | Q1 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 42 | 42 | 0.10% | 0.26% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.16% | 0.39% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.69% | 1.35% | 2.96% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.11% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.04% | 0.84% | 4.16% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.07% | 0.25% | 0.54% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.05% | 0.68% | 1.53% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.02% | 0.20% | 0.59% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Brookmont Capital Management | 42 | 42 | 1.94% | 2.43% | 3.15% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FENIMORE ASSET MANAGEMENT INC | 42 | 42 | 0.71% | 1.53% | 2.57% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.35% | 0.43% | 0.55% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.03% | 0.23% | 0.80% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.06% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.51% | 0.85% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Capital, Inc. | 42 | 42 | 3.04% | 3.77% | 4.43% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.04% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.07% | 0.35% | Q2 2012 | Q4 2022 | 42 |
Welch Group, LLC | 42 | 42 | 2.45% | 2.99% | 3.53% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.18% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.13% | 0.36% | 0.56% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Verity & Verity, LLC | 42 | 42 | 0.43% | 1.18% | 1.53% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.43% | 0.64% | 0.88% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Guinness Atkinson Asset Management Inc | 42 | 42 | 0.06% | 0.23% | 0.50% | Q2 2013 | Q3 2023 | 42 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 42 | 42 | 0.64% | 0.92% | 1.49% | Q2 2013 | Q3 2023 | 42 |
Guinness Asset Management LTD | 42 | 42 | 0.62% | 2.72% | 4.74% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MITCHELL SINKLER & STARR/PA | 42 | 42 | 0.09% | 0.60% | 1.05% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ARS Investment Partners, LLC | 42 | 42 | 0.05% | 2.19% | 3.57% | Q2 2013 | Q3 2023 | 42 |
STRATEGY ASSET MANAGERS LLC | 42 | 42 | 0.20% | 0.91% | 2.09% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Somerset Trust Co | 41 | 41 | 0.15% | 0.24% | 0.38% | Q4 2013 | Q4 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 27 | 14 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.14% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 41 | 41 | 0.04% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 36 | 5 | 0.00% | 0.08% | 0.47% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Colonial Trust Advisors | 35 | 6 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 21 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.08% | 0.17% | Q3 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 38 | 2 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 40 |
Arizona State Retirement System | 30 | 2 | 0.04% | 0.07% | 0.12% | Q1 2013 | Q3 2023 | 40 |
NATIXIS ADVISORS, L.P. | 35 | 5 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 40 |
OLD REPUBLIC INTERNATIONAL CORP | 40 | 40 | 1.13% | 1.71% | 2.70% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Rench Wealth Management, Inc. | 40 | 40 | 2.52% | 3.43% | 4.66% | Q4 2013 | Q3 2023 | 40 |
STRS OHIO | 39 | 1 | 0.00% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 38 | 2 | 0.00% | 0.11% | 0.43% | Q2 2013 | Q3 2023 | 40 |
Ameritas Investment Partners, Inc. | 29 | 11 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 40 |
Creative Planning | 24 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
HSBC HOLDINGS PLC | 37 | 1 | 0.00% | 0.03% | 0.09% | Q3 2012 | Q3 2023 | 40 |
AMERICAN CENTURY COMPANIES INC | 31 | 9 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 1.64% | 2.11% | 2.80% | Q2 2013 | Q3 2023 | 40 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 0.52% | 0.87% | 1.78% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 40 |
MASTRAPASQUA ASSET MANAGEMENT INC | 34 | 1 | 0.27% | 0.56% | 1.29% | Q2 2013 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 5 | 0.02% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 39 |
Rafferty Asset Management, LLC | 38 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.29% | 0.65% | Q1 2014 | Q3 2023 | 39 |
Atlantic Union Bankshares Corp | 39 | 39 | 0.45% | 0.74% | 1.02% | Q1 2014 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.00% | 0.28% | 0.56% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 39 | 39 | 0.07% | 0.37% | 0.84% | Q1 2014 | Q3 2023 | 39 |
BNP Paribas Asset Management Holding S.A. | 39 | 39 | 0.00% | 0.07% | 0.28% | Q1 2014 | Q3 2023 | 39 |
CHARTWELL INVESTMENT PARTNERS, LLC | 38 | 38 | 0.11% | 0.54% | 0.98% | Q2 2014 | Q3 2023 | 38 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 38 | 38 | 0.03% | 0.17% | 0.32% | Q2 2014 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
WELLINGTON MANAGEMENT GROUP LLP | 38 | 38 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 38 |
CITY HOLDING CO | 38 | 38 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 38 |
Savant Capital, LLC | 23 | 15 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 38 |
Veritable, L.P. | 27 | 1 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q2 2023 | 38 |
Maryland Capital Management | 38 | 38 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2022 | 38 |
Cubist Systematic Strategies, LLC | 16 | 2 | 0.01% | 0.06% | 0.44% | Q2 2014 | Q3 2023 | 37 |
SAWGRASS ASSET MANAGEMENT LLC | 16 | 7 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 37 |
Mitsubishi UFJ Trust & Banking Corp | 34 | 2 | 0.01% | 0.17% | 0.42% | Q3 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.18% | 0.40% | Q4 2014 | Q3 2023 | 36 |
DekaBank Deutsche Girozentrale | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.36% | 0.45% | 0.57% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Asset Management One Co., Ltd. | 34 | 2 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.25% | 0.46% | 0.71% | Q2 2013 | Q1 2022 | 36 |
SHELTON CAPITAL MANAGEMENT | 28 | 8 | 0.01% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.00% | 0.10% | 0.16% | Q4 2014 | Q3 2023 | 36 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.09% | Q3 2015 | Q3 2023 | 35 |
HARTFORD INVESTMENT MANAGEMENT CO | 30 | 1 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 35 |
WESTPAC BANKING CORP | 34 | 1 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 35 |
DEARBORN PARTNERS LLC | 35 | 35 | 0.57% | 1.55% | 2.34% | Q1 2015 | Q3 2023 | 35 |
Alley Co LLC | 35 | 35 | 1.04% | 1.71% | 2.78% | Q2 2013 | Q4 2021 | 35 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 35 | 35 | 0.20% | 0.63% | 1.46% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 35 |
TORONTO DOMINION BANK | 34 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 35 |
Sunbelt Securities, Inc. | 31 | 3 | 0.02% | 0.20% | 0.50% | Q4 2014 | Q3 2023 | 34 |
TOMPKINS FINANCIAL CORP | 24 | 10 | 0.41% | 0.95% | 1.82% | Q2 2015 | Q4 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 34 |
LPL Financial LLC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Boston Common Asset Management, LLC | 26 | 8 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 34 |
Allianz Asset Management GmbH | 25 | 9 | 0.00% | 0.03% | 0.26% | Q4 2013 | Q3 2023 | 34 |
KBC Group NV | 34 | 34 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Gulf International Bank (UK) Ltd | 34 | 34 | 0.04% | 0.06% | 0.13% | Q2 2015 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 31 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 34 |
Mitsubishi UFJ Asset Management Co., Ltd. | 34 | 34 | 0.03% | 0.08% | 0.66% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui Trust Holdings, Inc. | 34 | 34 | 0.04% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 34 | 34 | 0.04% | 0.09% | 0.20% | Q2 2015 | Q3 2023 | 34 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.01% | 0.21% | 0.56% | Q2 2015 | Q3 2023 | 34 |
WHITTIER TRUST CO OF NEVADA INC | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.09% | 0.41% | Q2 2015 | Q3 2023 | 34 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34 | 34 | 0.01% | 0.06% | 0.32% | Q2 2015 | Q3 2023 | 34 |
NORDEA INVESTMENT MANAGEMENT AB | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 3 | 0.00% | 0.07% | 0.42% | Q2 2013 | Q3 2023 | 34 |
Trust Co | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 30 | 2 | 0.04% | 0.15% | 0.46% | Q1 2013 | Q3 2023 | 34 |
TDAM USA INC. | 27 | 6 | 0.01% | 0.09% | 0.45% | Q2 2013 | Q4 2021 | 33 |
HOURGLASS CAPITAL, LLC | 33 | 33 | 0.04% | 0.17% | 1.17% | Q2 2013 | Q2 2021 | 33 |
Robeco Institutional Asset Management B.V. | 30 | 3 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 33 |
PRUDENTIAL PLC | 26 | 7 | 0.01% | 0.91% | 1.78% | Q2 2013 | Q3 2023 | 33 |
Livforsakringsbolaget Skandia, Omsesidigt | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Gradient Investments LLC | 24 | 9 | 0.00% | 0.13% | 0.50% | Q2 2015 | Q3 2023 | 33 |
CWM, LLC | 14 | 2 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 33 |
BALYASNY ASSET MANAGEMENT L.P. | 19 | 1 | 0.00% | 0.18% | 0.67% | Q2 2014 | Q2 2023 | 33 |
Calamos Advisors LLC | 26 | 7 | 0.03% | 0.13% | 0.44% | Q1 2014 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 26 | 7 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 33 |
COMMERCE BANK | 33 | 33 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 33 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 31 | 2 | 0.00% | 0.02% | 0.15% | Q2 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.09% | 0.15% | 0.25% | Q4 2015 | Q3 2023 | 32 |
VALLEY NATIONAL ADVISERS INC | 31 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
D.A. DAVIDSON & CO. | 22 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2022 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Daiwa Securities Group Inc. | 32 | 32 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2021 | 32 |
FORT PITT CAPITAL GROUP, LLC | 32 | 32 | 2.92% | 3.48% | 4.18% | Q4 2015 | Q3 2023 | 32 |
Sitrin Capital Management LLC | 32 | 32 | 0.56% | 1.58% | 8.55% | Q4 2015 | Q3 2023 | 32 |
IBM Retirement Fund | 17 | 15 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 32 |
Yorktown Management & Research Co Inc | 17 | 5 | 0.04% | 0.22% | 0.59% | Q3 2013 | Q2 2022 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q4 2021 | 32 |
HighTower Advisors, LLC | 28 | 4 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q4 2023 | 32 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 31 | 31 | 0.09% | 0.14% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Hillsdale Investment Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2020 | 31 |
IBERIABANK CORP | 31 | 31 | 0.05% | 0.12% | 0.23% | Q4 2012 | Q2 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.07% | 0.28% | Q1 2016 | Q3 2023 | 31 |
Employees Retirement System of Texas | 30 | 1 | 0.00% | 0.12% | 0.75% | Q2 2013 | Q3 2023 | 31 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 30 | 1 | 0.00% | 0.93% | 2.71% | Q2 2013 | Q3 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 31 |
UNITED FIRE GROUP INC | 31 | 31 | 0.18% | 0.27% | 0.62% | Q2 2013 | Q4 2020 | 31 |
Phocas Financial Corp. | 31 | 31 | 0.00% | 0.09% | 0.38% | Q1 2016 | Q3 2023 | 31 |
SHELL ASSET MANAGEMENT CO | 23 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 31 | 31 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 31 |
Andra AP-fonden | 14 | 5 | 0.06% | 0.17% | 0.35% | Q2 2015 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 30 |
Kentucky Retirement Systems Insurance Trust Fund | 30 | 30 | 0.05% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Clear Harbor Asset Management, LLC | 30 | 30 | 0.46% | 0.63% | 1.03% | Q3 2013 | Q4 2020 | 30 |
West Oak Capital, LLC | 30 | 30 | 0.03% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 30 |
AMP Capital Investors Ltd | 26 | 1 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2021 | 30 |
Korea Investment CORP | 15 | 2 | 0.00% | 0.04% | 0.14% | Q3 2015 | Q3 2023 | 30 |
Kentucky Retirement Systems | 30 | 30 | 0.05% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.05% | 0.26% | 0.70% | Q2 2016 | Q3 2023 | 30 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30 | 30 | 0.04% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 30 |
Chevy Chase Trust Holdings, LLC | 30 | 30 | 0.04% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 16 | 14 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 30 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 29 | 1 | 1.46% | 3.71% | 5.23% | Q1 2016 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.04% | 0.11% | 0.23% | Q1 2016 | Q3 2023 | 30 |
Mirae Asset Global Investments Co., Ltd. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
MACKENZIE FINANCIAL CORP | 19 | 3 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
SENTRY INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.03% | 0.07% | 0.14% | Q2 2016 | Q3 2023 | 30 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 30 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2022 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.02% | 0.20% | Q2 2016 | Q3 2023 | 29 |
FCG ADVISORS, LLC | 29 | 29 | 0.11% | 0.21% | 0.47% | Q3 2013 | Q3 2020 | 29 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 29 | 29 | 0.33% | 2.68% | 4.40% | Q3 2016 | Q3 2023 | 29 |
CANADA PENSION PLAN INVESTMENT BOARD | 22 | 7 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q4 2022 | 29 |
BANK OF NOVA SCOTIA | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 29 |
Glassman Wealth Services | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 2 | 0.02% | 0.41% | 0.79% | Q2 2014 | Q4 2022 | 29 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 28 | 28 | 0.33% | 0.66% | 0.87% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 27 | 1 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 28 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.04% | 0.14% | Q3 2014 | Q3 2022 | 28 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.14% | 0.21% | 0.30% | Q2 2013 | Q1 2020 | 28 |
FIL Ltd | 28 | 28 | 0.02% | 0.20% | 0.50% | Q4 2016 | Q3 2023 | 28 |
Grove Bank & Trust | 21 | 1 | 0.01% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 28 |
PITCAIRN CO | 14 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 28 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 28 |
PGGM Investments | 13 | 2 | 0.01% | 0.08% | 0.15% | Q1 2013 | Q3 2023 | 28 |
SeaBridge Investment Advisors LLC | 28 | 28 | 0.27% | 1.10% | 1.74% | Q2 2013 | Q1 2020 | 28 |
Mariner, LLC | 27 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 28 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q2 2022 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 28 | 28 | 0.23% | 0.40% | 0.58% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
C M BIDWELL & ASSOCIATES LTD | 26 | 1 | 0.00% | 0.03% | 0.73% | Q3 2013 | Q3 2023 | 28 |
Capital International Investors | 14 | 14 | 0.12% | 0.46% | 1.06% | Q2 2013 | Q3 2023 | 28 |
National Pension Service | 28 | 28 | 0.00% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 28 |
TRUST CO OF VERMONT | 21 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 27 | 27 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
NATIXIS | 14 | 4 | 0.00% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 27 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.09% | 0.29% | Q2 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 26 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 27 |
Family Legacy, Inc. | 27 | 27 | 1.78% | 2.18% | 3.76% | Q1 2017 | Q3 2023 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.07% | 0.18% | 0.39% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.06% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Jackson Wealth Management, LLC | 25 | 2 | 0.45% | 0.73% | 1.96% | Q4 2016 | Q3 2023 | 27 |
Neuberger Berman Group LLC | 18 | 9 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 27 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.09% | 0.21% | 0.46% | Q1 2017 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2019 | 27 |
FORSTA AP-FONDEN | 15 | 12 | 0.04% | 0.14% | 0.42% | Q3 2016 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27 | 27 | 0.08% | 0.18% | 0.44% | Q1 2017 | Q3 2023 | 27 |
ROPES WEALTH ADVISORS LLC | 27 | 27 | 0.00% | 0.24% | 0.42% | Q1 2015 | Q3 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 27 |
RFG Advisory, LLC | 27 | 27 | 0.03% | 0.14% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.09% | 7.12% | 12.46% | Q4 2016 | Q3 2023 | 27 |
BBVA USA Bancshares, Inc. | 21 | 6 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q1 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 27 |
TEXAS CAPITAL BANCSHARES INC/TX | 26 | 26 | 0.33% | 0.54% | 0.86% | Q2 2017 | Q3 2023 | 26 |
GLENVIEW STATE BANK TRUST DEPT. | 15 | 11 | 0.13% | 0.17% | 0.20% | Q2 2014 | Q2 2021 | 26 |
PRIVATE TRUST CO NA | 19 | 7 | 0.01% | 0.10% | 0.19% | Q1 2013 | Q3 2023 | 26 |
FineMark National Bank & Trust | 15 | 11 | 0.00% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.41% | 0.59% | 1.26% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.07% | 0.11% | Q3 2016 | Q3 2023 | 26 |
WADDELL & REED FINANCIAL INC | 26 | 26 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q1 2021 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.08% | 0.18% | Q3 2013 | Q1 2020 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
CADENCE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.03% | 0.06% | 0.09% | Q3 2013 | Q4 2019 | 26 |
Private Advisor Group, LLC | 21 | 4 | 0.00% | 0.03% | 0.24% | Q4 2016 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2022 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2022 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.03% | 0.23% | Q3 2017 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 5 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 25 |
WESTWOOD HOLDINGS GROUP INC | 25 | 25 | 0.04% | 0.45% | 1.20% | Q3 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.46% | 0.67% | 1.53% | Q3 2015 | Q3 2021 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.10% | 0.28% | Q3 2013 | Q3 2023 | 25 |
PICTET ASSET MANAGEMENT LTD | 25 | 25 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2021 | 25 |
ICON ADVISERS INC/CO | 25 | 25 | 0.02% | 0.17% | 0.59% | Q2 2014 | Q2 2020 | 25 |
SEGALL BRYANT & HAMILL, LLC | 24 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q2 2019 | 25 |
ING GROEP NV | 13 | 1 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 25 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 24 | 24 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q2 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
ONTARIO TEACHERS PENSION PLAN BOARD | 22 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q1 2021 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
EVERENCE CAPITAL MANAGEMENT INC | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
PAYDEN & RYGEL | 17 | 7 | 0.00% | 1.37% | 2.84% | Q2 2013 | Q2 2023 | 24 |
S&T BANK/PA | 24 | 24 | 0.28% | 0.35% | 0.49% | Q2 2013 | Q1 2019 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.43% | 0.63% | 1.45% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Court Place Advisors, LLC | 19 | 1 | 0.08% | 0.12% | 0.20% | Q1 2017 | Q3 2023 | 24 |
Anchor Investment Management, LLC | 24 | 24 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2023 | 24 |
Baillie Gifford | 24 | 24 | 0.50% | 0.70% | 1.26% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Psagot Value Holdings Ltd. | 24 | 24 | 0.02% | 0.07% | 0.10% | Q4 2014 | Q3 2020 | 24 |
Tredje AP-fonden | 15 | 9 | 0.02% | 0.16% | 0.59% | Q2 2016 | Q3 2023 | 24 |
ST GERMAIN D J CO INC | 20 | 3 | 0.00% | 0.04% | 0.05% | Q1 2018 | Q4 2023 | 23 |
Baystate Wealth Management LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.05% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
PROFESSIONAL ADVISORY SERVICES INC | 23 | 23 | 2.78% | 3.01% | 3.40% | Q1 2018 | Q3 2023 | 23 |
CIBC WORLD MARKET INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Horizon Investments, LLC | 11 | 4 | 0.01% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 23 |
Arlington Partners LLC | 23 | 23 | 0.01% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 23 |
EASTERN BANK | 23 | 23 | 0.01% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Douglass Winthrop Advisors, LLC | 23 | 23 | 0.12% | 0.18% | 0.23% | Q1 2018 | Q3 2023 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 23 | 0.00% | 0.16% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Vident Investment Advisory, LLC | 19 | 4 | 0.02% | 0.10% | 0.37% | Q3 2017 | Q2 2023 | 23 |
QS Investors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 23 |
Gotham Asset Management, LLC | 13 | 2 | 0.00% | 0.05% | 0.13% | Q3 2015 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 23 | 23 | 2.16% | 4.79% | 9.56% | Q1 2018 | Q3 2023 | 23 |
Cox Capital Mgt LLC | 22 | 22 | 0.73% | 1.27% | 2.25% | Q2 2018 | Q3 2023 | 22 |
HighPoint Advisor Group LLC | 21 | 1 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q2 2022 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.15% | 1.18% | Q2 2013 | Q3 2018 | 22 |
Ifrah Financial Services, Inc. | 21 | 1 | 0.08% | 0.09% | 0.12% | Q1 2018 | Q3 2023 | 22 |
BAR HARBOR WEALTH MANAGEMENT | 22 | 22 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q4 2021 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 22 |
AGF Investments LLC | 22 | 22 | 0.05% | 0.11% | 0.17% | Q4 2016 | Q1 2022 | 22 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.04% | 0.18% | Q4 2017 | Q3 2023 | 22 |
Achmea Investment Management B.V. | 13 | 9 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 22 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.07% | 0.21% | Q4 2015 | Q3 2023 | 22 |
Penserra Capital Management LLC | 21 | 1 | 0.00% | 0.04% | 0.30% | Q4 2015 | Q3 2023 | 22 |
Andesa Financial Management Inc. | 22 | 22 | 0.90% | 1.24% | 2.30% | Q4 2017 | Q1 2023 | 22 |
Atria Investments, Inc | 13 | 9 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 22 |
People's United Financial, Inc. | 21 | 1 | 0.00% | 0.10% | 0.13% | Q4 2014 | Q1 2022 | 22 |
ROYCE & ASSOCIATES LP | 22 | 22 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2018 | 22 |
Checchi Capital Advisers, LLC | 18 | 2 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 22 |
DUPONT CAPITAL MANAGEMENT CORP | 15 | 2 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q4 2022 | 22 |
PROSPECTOR PARTNERS LLC | 18 | 4 | 0.19% | 1.97% | 3.34% | Q2 2013 | Q3 2023 | 22 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 21 |
Oxbow Advisors, LLC | 16 | 2 | 0.06% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 21 |
BOKF, NA | 10 | 3 | 0.01% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 21 |
WASHINGTON CAPITAL MANAGEMENT, INC | 21 | 21 | 0.28% | 0.44% | 0.60% | Q1 2016 | Q1 2021 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.06% | 0.28% | Q1 2014 | Q1 2019 | 21 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 21 | 21 | 0.02% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
WRAPMANAGER INC | 19 | 2 | 0.07% | 0.15% | 0.27% | Q2 2018 | Q3 2023 | 21 |
Linscomb & Williams, Inc. | 21 | 21 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
ASSETMARK, INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.57% | 1.17% | 1.87% | Q3 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
APG Asset Management N.V. | 17 | 2 | 0.00% | 0.12% | 0.34% | Q3 2017 | Q3 2023 | 21 |
Dai-ichi Life Insurance Company, Ltd | 20 | 1 | 0.01% | 0.10% | 0.21% | Q3 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
PineBridge Investments, L.P. | 12 | 3 | 0.00% | 0.04% | 0.13% | Q3 2016 | Q2 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Winfield Associates, Inc. | 20 | 1 | 0.00% | 0.16% | 0.22% | Q1 2016 | Q1 2022 | 21 |
Cipher Capital LP | 8 | 1 | 0.06% | 0.38% | 1.11% | Q2 2013 | Q2 2023 | 21 |
WINTON GROUP Ltd | 13 | 1 | 0.01% | 0.09% | 0.43% | Q2 2014 | Q3 2021 | 20 |
AMF Tjanstepension AB | 18 | 2 | 0.03% | 0.21% | 0.32% | Q1 2016 | Q1 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Covenant Partners, LLC | 20 | 20 | 0.25% | 0.39% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 20 |
Natixis Investment Managers International | 12 | 2 | 0.01% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 20 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 1 | 0.15% | 0.34% | 1.00% | Q2 2013 | Q1 2021 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 20 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 1 | 0.05% | 0.14% | 0.19% | Q3 2017 | Q3 2023 | 20 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 9 | 0.06% | 0.16% | 0.36% | Q2 2013 | Q3 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.25% | 0.28% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.22% | 0.31% | 0.38% | Q4 2018 | Q3 2023 | 20 |
LORD, ABBETT & CO. LLC | 11 | 1 | 0.01% | 0.24% | 0.54% | Q1 2016 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 20 | 20 | 0.23% | 0.89% | 1.46% | Q1 2019 | Q4 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.04% | Q2 2017 | Q1 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2019 | 20 |
WELCH & FORBES LLC | 20 | 20 | 0.01% | 0.60% | 1.11% | Q4 2018 | Q3 2023 | 20 |
NICHOLAS COMPANY, INC. | 20 | 20 | 0.00% | 0.13% | 0.23% | Q1 2018 | Q4 2022 | 20 |
Quantitative Systematic Strategies LLC | 10 | 1 | 0.08% | 0.39% | 1.00% | Q3 2014 | Q2 2021 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Ironwood Investment Counsel, LLC | 15 | 1 | 0.05% | 0.10% | 0.22% | Q2 2017 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.14% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Boston Partners | 17 | 3 | 0.00% | 0.10% | 0.64% | Q2 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.54% | 0.78% | Q3 2017 | Q2 2022 | 20 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 20 | 20 | 0.02% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
PEAK6 Group LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2018 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.75% | 1.57% | 1.85% | Q2 2013 | Q1 2018 | 20 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.15% | 0.41% | Q4 2014 | Q1 2023 | 19 |
CAPITAL INTERNATIONAL LTD /CA/ | 14 | 5 | 0.07% | 0.18% | 0.41% | Q2 2013 | Q3 2023 | 19 |
Prospera Financial Services Inc | 19 | 19 | 0.01% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2023 | 19 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 15 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 19 |
Occidental Asset Management, LLC | 19 | 19 | 0.11% | 0.15% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Biltmore Family Office, LLC | 18 | 1 | 0.06% | 0.12% | 0.24% | Q1 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
PhiloSmith Capital Corp | 19 | 19 | 5.85% | 6.53% | 7.58% | Q4 2016 | Q2 2021 | 19 |
PARADIGM ASSET MANAGEMENT CO LLC | 19 | 19 | 0.12% | 0.55% | 0.84% | Q1 2016 | Q3 2020 | 19 |
AlphaMark Advisors, LLC | 13 | 6 | 0.01% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 19 |
TRAIN BABCOCK ADVISORS LLC | 19 | 19 | 1.19% | 1.81% | 2.52% | Q2 2013 | Q4 2017 | 19 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.03% | 0.25% | Q3 2013 | Q2 2021 | 19 |
CX Institutional | 19 | 19 | 0.00% | 0.07% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 3 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q2 2019 | 19 |
BP PLC | 12 | 1 | 0.03% | 0.07% | 0.34% | Q4 2013 | Q2 2021 | 19 |
Full Sail Capital, LLC | 19 | 19 | 0.06% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 19 |
A.R.T. Advisors, LLC | 7 | 1 | 0.01% | 0.12% | 1.14% | Q3 2013 | Q3 2020 | 19 |
Capital International, Inc./CA/ | 12 | 1 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q3 2023 | 19 |
Virtue Capital Management, LLC | 8 | 3 | 0.05% | 0.18% | 0.41% | Q4 2017 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2023 | 19 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 4 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 19 |
OneDigital Investment Advisors LLC | 18 | 1 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.02% | 0.03% | 0.17% | Q3 2018 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q2 2022 | 19 |
TrinityPoint Wealth, LLC | 19 | 19 | 0.09% | 0.13% | 0.20% | Q1 2019 | Q3 2023 | 19 |
FIRST CITIZENS BANK & TRUST CO | 15 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 19 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2023 | 19 |
Capital International Sarl | 14 | 5 | 0.02% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.32% | 0.60% | 0.98% | Q1 2019 | Q3 2023 | 19 |
Community Bank, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
EAGLE ASSET MANAGEMENT INC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2018 | 19 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.14% | 0.33% | Q2 2019 | Q3 2023 | 18 |
DEPRINCE RACE & ZOLLO INC | 18 | 18 | 0.02% | 0.45% | 0.69% | Q2 2014 | Q3 2018 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 18 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.01% | 0.30% | 1.18% | Q1 2016 | Q1 2023 | 18 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2020 | 18 |
Freedom Investment Management, Inc. | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 18 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.29% | 2.90% | Q3 2014 | Q1 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 18 | 18 | 1.82% | 2.36% | 3.24% | Q2 2019 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.02% | 0.11% | 0.26% | Q3 2015 | Q3 2023 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q4 2019 | 18 |
Capital Returns Management, LLC | 10 | 8 | 3.00% | 5.65% | 9.31% | Q4 2013 | Q4 2019 | 18 |
FIRST HAWAIIAN BANK | 17 | 1 | 0.00% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.04% | 0.11% | Q1 2017 | Q3 2022 | 18 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.10% | 0.17% | Q1 2015 | Q2 2023 | 18 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2020 | 18 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 13 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 17 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 4 | 0.05% | 0.20% | 0.33% | Q1 2018 | Q2 2023 | 17 |
Compagnie Lombard Odier SCmA | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 17 |
BRIDGES INVESTMENT MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2021 | 17 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 9 | 8 | 0.02% | 0.08% | 0.15% | Q3 2017 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.21% | 0.67% | Q3 2013 | Q2 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2016 | 17 |
Insight Wealth Strategies, LLC | 14 | 3 | 0.05% | 0.23% | 0.45% | Q2 2019 | Q3 2023 | 17 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 15 | 1 | 0.00% | 0.07% | 0.17% | Q2 2017 | Q2 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 17 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 9 | 8 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 17 |
Redpoint Investment Management Pty Ltd | 12 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2022 | 17 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.06% | 0.23% | Q3 2018 | Q3 2023 | 17 |
Argent Trust Co | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q4 2022 | 17 |
Choate Investment Advisors | 11 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 17 |
Transform Wealth, LLC | 17 | 17 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q2 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.05% | 0.23% | Q3 2019 | Q3 2023 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 5 | 0.04% | 0.12% | 0.37% | Q1 2019 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 5 | 0.00% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 17 |
CABOT WEALTH MANAGEMENT INC | 17 | 17 | 0.05% | 0.19% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.08% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Gilbert & Cook, Inc. | 14 | 1 | 0.06% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 17 |
Roundview Capital LLC | 14 | 3 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Sutton Wealth Advisors Inc. | 14 | 3 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 17 |
ENDEAVOUR CAPITAL ADVISORS INC | 15 | 2 | 0.10% | 2.90% | 4.70% | Q2 2013 | Q2 2020 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q1 2022 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.36% | 0.67% | 0.96% | Q2 2013 | Q2 2017 | 17 |
Summit X, LLC | 15 | 2 | 0.05% | 0.12% | 0.16% | Q2 2018 | Q2 2023 | 17 |
GAM Holding AG | 12 | 1 | 0.00% | 0.03% | 0.25% | Q2 2015 | Q3 2023 | 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.01% | 0.09% | 0.25% | Q2 2017 | Q2 2021 | 17 |
Avior Wealth Management, LLC | 13 | 1 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 17 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 17 | 17 | 0.13% | 2.54% | 4.00% | Q1 2016 | Q1 2020 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.08% | Q3 2015 | Q3 2019 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
COZAD ASSET MANAGEMENT INC | 17 | 17 | 0.03% | 0.13% | 0.78% | Q3 2019 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 4 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 16 |
Pathway Financial Advisors LLC | 8 | 1 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 16 |
West Branch Capital LLC | 14 | 2 | 0.13% | 0.17% | 0.21% | Q3 2019 | Q3 2023 | 16 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Echo Street Capital Management LLC | 11 | 5 | 0.00% | 0.60% | 1.29% | Q2 2019 | Q3 2023 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 16 |
JFS WEALTH ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.00% | 0.05% | 0.19% | Q3 2017 | Q2 2021 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.15% | 0.64% | 1.48% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.80% | 0.89% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.15% | 0.19% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 15 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 16 |
Granite Investment Advisors, LLC | 16 | 16 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q3 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
FIRST NATIONAL BANK OF OMAHA | 16 | 16 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q4 2021 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Private Advisory Group LLC | 13 | 3 | 0.12% | 0.15% | 0.19% | Q4 2016 | Q3 2023 | 16 |
MRJ CAPITAL INC | 16 | 16 | 0.94% | 3.14% | 3.85% | Q4 2017 | Q3 2021 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Allen Capital Group, LLC | 12 | 4 | 0.07% | 0.19% | 0.26% | Q4 2017 | Q4 2021 | 16 |
AXA S.A. | 6 | 1 | 0.00% | 0.02% | 0.10% | Q3 2014 | Q1 2021 | 16 |
Goelzer Investment Management, Inc. | 14 | 2 | 0.08% | 0.49% | 0.72% | Q1 2016 | Q3 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Candriam S.C.A. | 14 | 2 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.01% | 0.15% | 0.26% | Q2 2013 | Q1 2017 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.39% | 0.56% | 0.89% | Q4 2019 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.15% | 0.55% | Q4 2013 | Q3 2023 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 16 |
CAPITAL GUARDIAN TRUST CO | 15 | 15 | 0.00% | 0.10% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Busey Bank | 15 | 15 | 0.11% | 0.14% | 0.30% | Q1 2020 | Q3 2023 | 15 |
CONNING INC. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.17% | 0.24% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q3 2020 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Pinnacle Wealth Planning Services, Inc. | 14 | 1 | 0.07% | 0.34% | 0.93% | Q4 2019 | Q3 2023 | 15 |
Dana Investment Advisors, Inc. | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q2 2021 | 15 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 6 | 0.07% | 0.17% | 0.32% | Q4 2017 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
River Wealth Advisors LLC | 12 | 3 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Ninety One SA (PTY) Ltd | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Menard Financial Group LLC | 14 | 1 | 0.24% | 0.46% | 0.82% | Q4 2019 | Q3 2023 | 15 |
Kinneret Advisory, LLC | 15 | 15 | 0.08% | 0.09% | 0.13% | Q1 2019 | Q3 2022 | 15 |
Mawer Investment Management Ltd. | 15 | 15 | 0.15% | 0.76% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Live Oak Private Wealth LLC | 15 | 15 | 0.07% | 0.09% | 0.26% | Q1 2020 | Q3 2023 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.12% | 0.27% | 0.43% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Brinker Capital Investments, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Ballew Advisors, Inc | 15 | 15 | 0.91% | 2.43% | 4.29% | Q1 2020 | Q3 2023 | 15 |
ADVISOR PARTNERS LLC | 15 | 15 | 0.04% | 0.05% | 0.10% | Q4 2018 | Q2 2022 | 15 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.05% | 0.33% | Q4 2016 | Q3 2023 | 15 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 15 | 0.27% | 0.64% | 0.79% | Q3 2018 | Q1 2022 | 15 |
GW HENSSLER & ASSOCIATES LTD | 15 | 15 | 0.03% | 0.74% | 1.06% | Q1 2016 | Q3 2019 | 15 |
SYNOVUS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.04% | 0.06% | Q3 2011 | Q3 2015 | 15 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Dorsey Wright & Associates | 8 | 3 | 0.50% | 1.01% | 1.77% | Q1 2019 | Q3 2023 | 15 |
Clarkston Capital Partners, LLC | 11 | 4 | 0.00% | 0.13% | 0.55% | Q2 2013 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 14 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2021 | 15 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 14 | 14 | 1.92% | 2.72% | 3.80% | Q2 2020 | Q3 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Gillson Capital LP | 9 | 1 | 1.14% | 3.68% | 7.38% | Q1 2018 | Q3 2023 | 14 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q4 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Prana Capital Management, LP | 9 | 1 | 0.39% | 2.74% | 5.88% | Q1 2018 | Q2 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2020 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q1 2019 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 14 |
CLEARARC CAPITAL INC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q3 2019 | 14 |
ALTFEST L J & CO INC | 8 | 1 | 0.03% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 9 | 5 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 14 | 14 | 3.52% | 4.36% | 4.89% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.03% | 0.06% | 0.23% | Q4 2019 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Origin Asset Management LLP | 14 | 14 | 0.23% | 0.75% | 1.32% | Q1 2018 | Q2 2021 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
KG&L Capital Management,LLC | 14 | 14 | 1.79% | 2.31% | 2.70% | Q2 2020 | Q3 2023 | 14 |
AEGON ASSET MANAGEMENT UK PLC | 8 | 2 | 0.00% | 0.74% | 2.04% | Q2 2013 | Q4 2019 | 14 |
MAI Capital Management | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.07% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 9 | 5 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q3 2023 | 14 |
JANUS HENDERSON INVESTORS US LLC | 8 | 6 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q1 2017 | 14 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 13 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
ORRSTOWN FINANCIAL SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
HARRELL INVESTMENT PARTNERS, LLC | 14 | 14 | 1.62% | 2.05% | 2.78% | Q4 2019 | Q1 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.21% | 0.65% | Q3 2013 | Q3 2023 | 14 |
Capital World Investors | 9 | 5 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 14 |
CASTLEARK MANAGEMENT LLC | 5 | 1 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q1 2020 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.01% | 0.14% | 0.40% | Q3 2013 | Q3 2016 | 13 |
Simplicity Solutions, LLC | 10 | 3 | 0.04% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 13 |
CARDEROCK CAPITAL MANAGEMENT INC | 11 | 1 | 0.01% | 0.79% | 1.40% | Q2 2013 | Q1 2023 | 13 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 0.26% | 0.96% | Q4 2016 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.00% | 0.67% | 1.06% | Q3 2020 | Q3 2023 | 13 |
WESTPORT ASSET MANAGEMENT INC | 13 | 13 | 0.69% | 1.47% | 2.48% | Q2 2013 | Q2 2016 | 13 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q2 2019 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 5 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2019 | 13 |
Successful Portfolios LLC | 13 | 13 | 0.15% | 0.21% | 0.35% | Q3 2020 | Q3 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 1 | 0.00% | 0.00% | 0.04% | Q4 2012 | Q3 2023 | 13 |
Neo Ivy Capital Management | 3 | 1 | 0.00% | 0.26% | 0.57% | Q4 2018 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
AMG National Trust Bank | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 13 | 13 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Paradigm Financial Partners, LLC | 13 | 13 | 0.27% | 0.44% | 0.55% | Q4 2018 | Q4 2021 | 13 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.02% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 13 |
CIBC Private Wealth Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 3 | 0.02% | 0.08% | 0.21% | Q3 2017 | Q4 2020 | 13 |
PROFFITT & GOODSON INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Zurich Insurance Group Ltd/FI | 8 | 4 | 0.02% | 0.11% | 0.31% | Q3 2016 | Q3 2019 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 8 | 4 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.08% | 0.28% | Q1 2018 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 7 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 6 | 6 | 0.00% | 0.76% | 2.53% | Q4 2019 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.07% | 0.66% | Q3 2014 | Q2 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Fiduciary Trust Co International of Pennsylvania | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2020 | 12 |
COOKSON PEIRCE & CO INC | 7 | 5 | 0.02% | 0.38% | 0.69% | Q3 2016 | Q3 2023 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10 | 2 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q2 2021 | 12 |
Running Oak Capital LLC | 7 | 5 | 0.20% | 1.75% | 2.09% | Q4 2019 | Q3 2023 | 12 |
Ninety One UK Ltd | 7 | 5 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2019 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.31% | 0.54% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Corient Capital Partners, LLC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 12 |
Northside Capital Management, LLC | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.07% | 0.12% | 0.15% | Q3 2016 | Q2 2019 | 12 |
OSSIAM | 5 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 12 |
Versor Investments LP | 12 | 12 | 0.02% | 0.07% | 0.26% | Q2 2020 | Q1 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 1.22% | 1.97% | 3.59% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.20% | 0.26% | 0.34% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.16% | 0.35% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Ascent Wealth Partners, LLC | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Miller Investment Management, LP | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Weaver C. Barksdale & Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
DONALDSON CAPITAL MANAGEMENT, LLC | 10 | 2 | 0.01% | 0.07% | 0.13% | Q4 2011 | Q3 2023 | 12 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
CenterStar Asset Management, LLC | 6 | 6 | 0.00% | 0.05% | 0.21% | Q4 2020 | Q1 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.09% | 0.23% | Q4 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.08% | 0.24% | Q2 2019 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CVA Family Office, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.15% | 0.34% | Q1 2015 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.01% | 0.07% | 0.23% | Q1 2019 | Q3 2022 | 11 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 11 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.00% | 0.12% | 0.47% | Q3 2014 | Q2 2019 | 11 |
WESTPORT ADVISERS LLC | 11 | 11 | 0.25% | 1.30% | 1.71% | Q2 2013 | Q4 2015 | 11 |
CHURCHILL MANAGEMENT Corp | 11 | 11 | 0.18% | 0.38% | 0.73% | Q4 2015 | Q2 2018 | 11 |
KCM INVESTMENT ADVISORS LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2015 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
MYCIO WEALTH PARTNERS, LLC | 11 | 11 | 0.05% | 0.32% | 0.68% | Q2 2017 | Q4 2019 | 11 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.02% | 0.15% | Q4 2016 | Q4 2021 | 11 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.03% | 0.39% | 1.21% | Q4 2016 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 10 | 1 | 0.41% | 0.52% | 0.80% | Q4 2014 | Q3 2018 | 11 |
Fosun International Ltd | 9 | 2 | 0.04% | 0.49% | 1.32% | Q3 2018 | Q3 2023 | 11 |
Northwest Bancshares, Inc. | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 11 |
Waverly Advisors, LLC | 7 | 4 | 0.07% | 0.12% | 0.20% | Q4 2013 | Q3 2018 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q2 2020 | 11 |
Interval Partners, LP | 6 | 2 | 0.08% | 0.17% | 0.33% | Q2 2018 | Q2 2022 | 11 |
Amica Retiree Medical Trust | 11 | 11 | 0.05% | 0.11% | 0.22% | Q3 2017 | Q1 2020 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.02% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Archer Investment Corp | 11 | 11 | 0.18% | 0.25% | 0.32% | Q4 2018 | Q2 2021 | 11 |
Disciplined Investments, LLC | 11 | 11 | 0.00% | 0.45% | 0.76% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.09% | 0.17% | 0.30% | Q4 2020 | Q2 2023 | 11 |
Hoese & Co LLP | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 2 | 6.54% | 8.53% | 12.58% | Q4 2020 | Q3 2023 | 11 |
AMICA MUTUAL INSURANCE CO | 11 | 11 | 0.05% | 0.14% | 0.29% | Q3 2017 | Q1 2020 | 11 |
CCM INVESTMENT ADVISERS LLC | 11 | 11 | 0.04% | 0.34% | 1.51% | Q2 2016 | Q4 2018 | 11 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.38% | 0.81% | Q1 2018 | Q3 2023 | 11 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 11 |
Cetera Investment Advisers | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.05% | 0.09% | 0.17% | Q1 2021 | Q2 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Findlay Park Partners LLP | 10 | 10 | 2.08% | 3.02% | 3.64% | Q2 2021 | Q3 2023 | 10 |
BANK OF HAWAII | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q4 2019 | 10 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Prudent Man Advisors, LLC | 10 | 10 | 0.20% | 0.26% | 0.31% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2015 | 10 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 1 | 0.04% | 0.26% | 0.60% | Q2 2014 | Q3 2018 | 10 |
PUTNAM INVESTMENTS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 10 |
ALPHA WINDWARD LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 2 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 10 |
PRIO WEALTH LIMITED PARTNERSHIP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Dynamic Advisor Solutions LLC | 7 | 3 | 0.02% | 0.12% | 0.19% | Q3 2016 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 10 | 10 | 2.50% | 2.77% | 3.38% | Q2 2013 | Q3 2015 | 10 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.14% | Q2 2014 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Philadelphia Financial Management of San Francisco, LLC | 5 | 1 | 0.80% | 2.54% | 5.55% | Q4 2013 | Q3 2022 | 10 |
Trust Asset Management LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
TOBAM | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.28% | 0.50% | Q3 2014 | Q3 2020 | 10 |
Mork Capital Management, LLC | 9 | 1 | 0.50% | 0.78% | 0.93% | Q4 2014 | Q4 2017 | 10 |
COLONY GROUP LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.24% | 0.27% | 0.31% | Q4 2020 | Q3 2023 | 10 |
Dakota Wealth Management | 5 | 1 | 0.04% | 0.21% | 0.47% | Q2 2018 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.21% | 0.53% | Q2 2016 | Q2 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WESBANCO BANK INC | 7 | 3 | 0.05% | 0.08% | 0.10% | Q1 2016 | Q3 2018 | 10 |
BlackRock Japan Co. Ltd | 7 | 3 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2016 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
Dorsey & Whitney Trust CO LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Starfire Investment Advisers, Inc. | 7 | 1 | 0.11% | 0.14% | 0.29% | Q1 2016 | Q2 2020 | 10 |
LOGAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Hexavest Inc. | 6 | 1 | 0.12% | 0.23% | 0.43% | Q3 2017 | Q3 2021 | 10 |
HONEYWELL INTERNATIONAL INC | 10 | 10 | 0.18% | 0.36% | 0.55% | Q2 2014 | Q3 2016 | 10 |
Unigestion Holding SA | 6 | 1 | 0.03% | 0.08% | 0.19% | Q2 2018 | Q2 2021 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 10 |
THOMPSON DAVIS & CO., INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 10 |
Simmons Bank | 9 | 1 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
Machina Capital S.A.S. | 3 | 1 | 0.08% | 0.58% | 1.11% | Q4 2018 | Q2 2023 | 10 |
GREENLEAF TRUST | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 10 |
EP Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
FIRST MANHATTAN CO. LLC. | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.04% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.09% | 0.32% | Q4 2014 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.11% | 0.24% | Q2 2017 | Q2 2021 | 10 |
FORT PITT CAPITAL GROUP INC | 10 | 10 | 2.41% | 2.79% | 3.19% | Q2 2013 | Q3 2015 | 10 |
DUALITY ADVISERS, LP | 5 | 1 | 0.02% | 0.17% | 0.60% | Q3 2019 | Q4 2022 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q2 2020 | 10 |
ATLAS CAPITAL ADVISORS LLC | 7 | 3 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q2 2021 | 10 |
OLD NATIONAL BANCORP /IN/ | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 10 |
Doyle Wealth Management | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2022 | 10 |
Tributary Capital Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q4 2021 | 9 |
Crestline Management, LP | 3 | 1 | 0.27% | 0.48% | 0.67% | Q2 2017 | Q2 2023 | 9 |
MENTA CAPITAL LLC | 6 | 1 | 0.05% | 0.28% | 0.74% | Q2 2013 | Q4 2017 | 9 |
Cornerstone Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
STEPHENS INC /AR/ | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.88% | 0.96% | 1.22% | Q2 2017 | Q2 2019 | 9 |
Richard Bernstein Advisors LLC | 7 | 2 | 0.02% | 0.06% | 0.07% | Q4 2017 | Q4 2021 | 9 |
Rehmann Capital Advisory Group | 7 | 2 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Pinion Investment Advisors, LLC | 8 | 1 | 0.13% | 0.35% | 0.50% | Q1 2020 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q1 2019 | 9 |
Princeton Alpha Management LP | 7 | 1 | 0.08% | 0.21% | 0.50% | Q4 2013 | Q2 2016 | 9 |
Bain Capital Public Equity Management II, LLC | 9 | 9 | 0.67% | 3.24% | 5.15% | Q3 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 9 |
FOURPOINTS Investment Managers, S.A.S. | 9 | 9 | 2.12% | 2.62% | 3.01% | Q2 2013 | Q2 2015 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.03% | 0.13% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.06% | 0.12% | 0.24% | Q1 2021 | Q1 2023 | 9 |
WEALTHFRONT Corp | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 9 |
AIA Group Ltd | 8 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 9 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.05% | 0.23% | 0.83% | Q2 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.49% | 0.55% | 0.64% | Q4 2021 | Q4 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
K.J. Harrison & Partners Inc | 6 | 3 | 0.15% | 0.30% | 0.61% | Q3 2019 | Q2 2023 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Global X Management CO LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 9 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.11% | 0.34% | 0.78% | Q2 2021 | Q3 2023 | 9 |
Concord Wealth Partners | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
SECURITY NATIONAL TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 9 |
Clarus Wealth Advisors | 6 | 3 | 0.16% | 0.28% | 0.36% | Q4 2018 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
BRYN MAWR CAPITAL MANAGEMENT INC | 6 | 3 | 0.06% | 0.64% | 1.27% | Q2 2013 | Q3 2015 | 9 |
Accurate Wealth Management, LLC | 9 | 9 | 0.18% | 0.34% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Krane Funds Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Chesapeake Wealth Management | 9 | 9 | 0.12% | 0.24% | 0.38% | Q4 2018 | Q4 2020 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
PhiloSmith Capital Corp | 9 | 9 | 7.30% | 7.97% | 8.62% | Q3 2021 | Q3 2023 | 9 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.16% | 0.37% | Q4 2019 | Q2 2023 | 9 |
Brookfield Asset Management | 8 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.20% | 0.38% | 0.71% | Q3 2021 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q4 2020 | 9 |
Royal Fund Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 9 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 9 |
Palouse Capital Management, Inc. | 9 | 9 | 1.12% | 1.45% | 1.61% | Q4 2015 | Q4 2017 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.03% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 9 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q1 2019 | 9 |
Qtron Investments LLC | 6 | 3 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 9 |
Haverford Trust Co | 7 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 9 |
1st Global Advisors, Inc. | 6 | 3 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2017 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q2 2023 | 9 |
Hartford Financial Management Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
EAGLE GLOBAL ADVISORS LLC | 8 | 8 | 0.23% | 0.49% | 0.74% | Q1 2019 | Q4 2020 | 8 |
Riverview Trust Co | 7 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Opus Capital Group, LLC | 8 | 8 | 0.04% | 0.12% | 0.18% | Q1 2014 | Q4 2015 | 8 |
Perkins Investment Management, LLC | 7 | 1 | 0.00% | 0.62% | 1.05% | Q4 2013 | Q4 2016 | 8 |
Three Peaks Capital Management, LLC | 8 | 8 | 0.93% | 1.34% | 1.77% | Q4 2019 | Q3 2021 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.06% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FJ Capital Management LLC | 8 | 8 | 0.08% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q2 2016 | 8 |
PATTON FUND MANAGEMENT, INC. | 8 | 8 | 0.45% | 0.77% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.07% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.28% | 0.59% | Q2 2015 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CENTRAL BANK & TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Caprock Group, LLC | 8 | 8 | 0.32% | 0.45% | 0.52% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.71% | 1.19% | 1.96% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.44% | 0.51% | 0.56% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2017 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.35% | 0.47% | Q4 2021 | Q3 2023 | 8 |
CADENCE BANK NA | 8 | 8 | 0.07% | 0.28% | 1.72% | Q4 2020 | Q3 2022 | 8 |
Mount Lucas Management LP | 4 | 4 | 0.43% | 0.57% | 0.71% | Q1 2017 | Q1 2022 | 8 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 8 | 8 | 0.03% | 0.08% | 0.10% | Q1 2014 | Q4 2015 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.29% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hanlon Investment Management, Inc. | 8 | 8 | 0.25% | 0.42% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
LAKE STREET FINANCIAL LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q1 2018 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.11% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2023 | 8 |
First Personal Financial Services | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
Pinkerton Retirement Specialists, LLC | 5 | 3 | 0.00% | 0.09% | 0.30% | Q2 2016 | Q3 2023 | 8 |
SRB CORP | 4 | 1 | 0.02% | 0.07% | 0.12% | Q3 2016 | Q3 2021 | 8 |
Nine Chapters Capital Management LLC | 3 | 2 | 0.02% | 0.19% | 0.36% | Q2 2013 | Q3 2015 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.00% | 0.16% | 0.46% | Q4 2020 | Q3 2022 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 0.72% | 0.86% | 1.00% | Q4 2021 | Q3 2023 | 8 |
VIKING GLOBAL INVESTORS LP | 5 | 1 | 0.21% | 0.57% | 0.89% | Q1 2018 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 0.52% | 0.87% | 2.01% | Q2 2020 | Q1 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.08% | 0.13% | 0.16% | Q2 2017 | Q1 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
Sciencast Management LP | 3 | 1 | 0.05% | 0.37% | 0.81% | Q4 2015 | Q3 2021 | 8 |
Teza Capital Management LLC | 3 | 1 | 0.10% | 0.38% | 1.37% | Q2 2018 | Q2 2023 | 8 |
CLINTON GROUP INC | 3 | 1 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q1 2018 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.09% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.00% | 0.08% | 0.26% | Q3 2012 | Q3 2020 | 8 |
DELTA LLOYD NV | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2017 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2018 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 8 |
FIDUCIARY MANAGEMENT INC /WI/ | 8 | 8 | 0.00% | 0.16% | 0.46% | Q2 2013 | Q1 2015 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.01% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 8 |
Santa Fe Partners LLC | 7 | 1 | 0.03% | 0.18% | 0.30% | Q4 2013 | Q4 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 1.40% | 1.64% | 1.89% | Q4 2021 | Q3 2023 | 8 |
FRED ALGER MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
First American Bank | 8 | 8 | 0.06% | 0.12% | 0.17% | Q1 2020 | Q4 2021 | 8 |
PATRON PARTNERS, LLC | 8 | 8 | 0.13% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Reynders McVeigh Capital Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 8 |
Rock Point Advisors, LLC | 8 | 8 | 1.73% | 2.09% | 2.26% | Q4 2014 | Q3 2016 | 8 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 8 |
Ergoteles LLC | 3 | 2 | 0.01% | 0.13% | 0.53% | Q3 2020 | Q2 2023 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.20% | 0.59% | 2.77% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 8 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q1 2018 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.00% | 0.28% | 0.64% | Q1 2019 | Q2 2023 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.14% | 0.33% | Q2 2019 | Q2 2022 | 7 |
PFG Advisors | 7 | 7 | 0.25% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.04% | 0.44% | 1.42% | Q3 2013 | Q4 2017 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.07% | 0.09% | Q4 2015 | Q2 2017 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.25% | 0.53% | Q2 2014 | Q4 2015 | 7 |
Calamos Wealth Management LLC | 7 | 7 | 0.33% | 0.58% | 0.75% | Q1 2014 | Q3 2015 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.35% | 0.54% | 0.75% | Q4 2021 | Q2 2023 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.11% | 0.52% | 1.05% | Q4 2013 | Q2 2019 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PDT Partners, LLC | 4 | 1 | 0.02% | 0.13% | 0.48% | Q2 2013 | Q3 2020 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.17% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 2 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.41% | 0.58% | 0.70% | Q2 2013 | Q4 2014 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 2 | 0.08% | 0.15% | 0.19% | Q4 2018 | Q1 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Game Creek Capital, LP | 6 | 1 | 0.08% | 0.84% | 1.45% | Q4 2017 | Q3 2023 | 7 |
Cerebellum GP, LLC | 4 | 1 | 0.01% | 0.16% | 0.30% | Q4 2017 | Q2 2020 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.16% | 0.23% | 0.26% | Q4 2013 | Q2 2015 | 7 |
ALPHASIMPLEX GROUP, LLC | 4 | 3 | 0.14% | 0.32% | 0.48% | Q1 2019 | Q2 2021 | 7 |
Artisan Partners Limited Partnership | 4 | 3 | 0.09% | 0.20% | 0.36% | Q3 2021 | Q3 2023 | 7 |
Meiji Yasuda Life Insurance Co | 6 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.18% | 0.30% | Q4 2018 | Q2 2020 | 7 |
Edgestream Partners, L.P. | 6 | 1 | 0.06% | 0.20% | 0.29% | Q4 2020 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
AJO, LP | 5 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2020 | 7 |
Brown Advisory Securities, LLC | 7 | 7 | 0.47% | 0.64% | 0.83% | Q2 2013 | Q4 2014 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 7 |
Shilanski & Associates, Inc. | 7 | 7 | 0.71% | 0.77% | 0.87% | Q2 2019 | Q4 2020 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 2 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q2 2023 | 7 |
TLP GROUP LLC | 6 | 1 | 0.00% | 0.11% | 0.26% | Q4 2015 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Liontrust Investment Partners LLP | 6 | 1 | 0.28% | 0.37% | 0.48% | Q4 2020 | Q4 2022 | 7 |
City State Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 7 |
Ironwood Financial, llc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.00% | 0.28% | 0.58% | Q2 2013 | Q4 2014 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.20% | 0.48% | 0.69% | Q1 2022 | Q3 2023 | 7 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.60% | 1.59% | 2.86% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
SII INVESTMENTS INC/WI | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q4 2017 | 7 |
CAPITAL MANAGEMENT CORP /VA | 7 | 7 | 1.11% | 1.69% | 1.99% | Q2 2013 | Q4 2014 | 7 |
Glenview Trust Co | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.07% | 0.36% | Q1 2021 | Q3 2022 | 7 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 7 | 7 | 4.99% | 5.72% | 6.92% | Q1 2022 | Q3 2023 | 7 |
ALLSTATE CORP | 3 | 1 | 0.02% | 0.14% | 0.44% | Q3 2016 | Q4 2022 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.03% | 0.05% | 0.11% | Q1 2021 | Q2 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 1.10% | 1.28% | 1.52% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Harvest Fund Management Co., Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 7 | 7 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.44% | 0.49% | 0.52% | Q2 2018 | Q4 2019 | 7 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.08% | 0.20% | Q1 2017 | Q3 2021 | 7 |
Compton Wealth Advisory Group, LLC | 7 | 7 | 0.10% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 7 | 7 | 0.35% | 0.41% | 0.57% | Q2 2013 | Q4 2014 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Alera Investment Advisors, LLC | 5 | 2 | 0.00% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 7 |
NATIONAL PLANNING CORP | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2015 | 7 |
Employers Holdings, Inc. | 7 | 7 | 0.19% | 0.20% | 0.23% | Q3 2019 | Q1 2021 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.08% | 0.15% | 0.32% | Q1 2022 | Q3 2023 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.06% | 1.46% | 2.27% | Q2 2022 | Q3 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.26% | 0.31% | 0.42% | Q1 2021 | Q2 2022 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q4 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
South Dakota Investment Council | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
APPLETON PARTNERS INC/MA | 6 | 6 | 0.28% | 0.75% | 0.97% | Q3 2022 | Q4 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ERn Financial, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.15% | 0.20% | Q4 2015 | Q4 2022 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.08% | 0.26% | 0.39% | Q3 2019 | Q4 2020 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2018 | 6 |
Csenge Advisory Group | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 5 | 1 | 0.02% | 0.33% | 0.45% | Q1 2018 | Q3 2023 | 6 |
Ninepoint Partners LP | 2 | 2 | 0.06% | 0.13% | 0.18% | Q3 2019 | Q3 2022 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.22% | 0.38% | 0.72% | Q2 2022 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 6 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.10% | 0.22% | Q4 2020 | Q1 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.29% | 0.45% | 0.56% | Q3 2013 | Q4 2014 | 6 |
Cetera Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 6 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 6 |
Pensionfund DSM Netherlands | 4 | 2 | 0.07% | 0.32% | 0.48% | Q1 2016 | Q4 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.02% | 0.56% | 1.01% | Q4 2015 | Q1 2017 | 6 |
Parkwood LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2015 | Q3 2016 | 6 |
RNC CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Czech National Bank | 6 | 6 | 0.12% | 0.12% | 0.14% | Q3 2022 | Q4 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 1 | 0.06% | 0.18% | 0.23% | Q4 2015 | Q4 2020 | 6 |
MILES CAPITAL, INC. | 6 | 6 | 0.34% | 0.62% | 0.92% | Q2 2014 | Q3 2015 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Close Asset Management Ltd | 6 | 6 | 1.99% | 2.89% | 3.88% | Q2 2022 | Q3 2023 | 6 |
Bishop Rock Capital, L.P. | 6 | 6 | 3.62% | 6.25% | 7.93% | Q2 2022 | Q3 2023 | 6 |
Visionary Asset Management, Inc. | 4 | 1 | 0.00% | 0.70% | 1.15% | Q2 2014 | Q3 2018 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q1 2020 | 6 |
SECOR Capital Advisors, LP | 2 | 1 | 0.06% | 0.51% | 0.92% | Q3 2015 | Q1 2019 | 6 |
JBJ Investment Partners, LLC | 5 | 1 | 0.01% | 0.06% | 0.07% | Q1 2019 | Q4 2021 | 6 |
PHH Investments, Ltd. | 6 | 6 | 0.33% | 0.35% | 0.37% | Q1 2018 | Q2 2019 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q3 2016 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q2 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 6 |
A. D. Beadell Investment Counsel, Inc. | 6 | 6 | 0.90% | 1.15% | 1.28% | Q4 2015 | Q1 2017 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.02% | 0.15% | 0.28% | Q3 2020 | Q4 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VisionPoint Advisory Group, LLC | 4 | 2 | 0.01% | 0.43% | 0.69% | Q4 2018 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Clarius Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Summit Global Investments | 6 | 6 | 0.11% | 0.15% | 0.17% | Q1 2020 | Q2 2021 | 6 |
Centiva Capital, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 6 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.21% | 0.96% | Q2 2018 | Q1 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Grant Street Asset Management, Inc. | 4 | 1 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q4 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Monarch Partners Asset Management LLC | 6 | 6 | 0.77% | 1.24% | 1.67% | Q2 2014 | Q3 2015 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.05% | 0.11% | 0.25% | Q4 2014 | Q1 2016 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.02% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q1 2023 | 6 |
EverPoint Asset Management, LLC | 3 | 3 | 0.07% | 0.15% | 0.19% | Q2 2014 | Q3 2016 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.15% | 0.17% | 0.19% | Q4 2013 | Q1 2015 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.07% | 0.14% | 0.32% | Q2 2021 | Q1 2023 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2020 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.17% | 0.44% | 0.81% | Q3 2020 | Q4 2021 | 5 |
Junto Capital Management LP | 5 | 5 | 1.38% | 2.34% | 3.25% | Q2 2021 | Q2 2022 | 5 |
NuWave Investment Management, LLC | 4 | 1 | 0.02% | 0.20% | 0.39% | Q3 2020 | Q3 2022 | 5 |
Avion Wealth | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2019 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
11 Capital Partners LP | 5 | 5 | 5.23% | 7.72% | 9.29% | Q3 2022 | Q3 2023 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 5 |
Ignite Planners, LLC | 5 | 5 | 0.10% | 0.13% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.20% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Investment Management Corp of Ontario | 5 | 5 | 1.18% | 3.44% | 8.27% | Q3 2022 | Q3 2023 | 5 |
RAINIER INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.05% | 0.33% | 0.70% | Q4 2014 | Q4 2015 | 5 |
WOLFF WIESE MAGANA LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
BEACON TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2015 | 5 |
Murphy Pohlad Asset Management LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q4 2013 | Q4 2014 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 1.30% | 1.83% | 2.27% | Q3 2022 | Q3 2023 | 5 |
SHUFRO ROSE & CO LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q2 2014 | 5 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 1.56% | 1.65% | 1.74% | Q3 2022 | Q3 2023 | 5 |
Zweig-DiMenna Associates LLC | 5 | 5 | 0.28% | 0.74% | 1.24% | Q4 2017 | Q4 2018 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.04% | 0.11% | 0.16% | Q4 2014 | Q2 2020 | 5 |
GREAT LAKES ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 5 |
RiverGlades Family Offices LLC | 4 | 1 | 0.25% | 0.30% | 0.33% | Q2 2022 | Q3 2023 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Mizuho Asset Management Co.,Ltd. | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Advocacy Wealth Management Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2022 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Carnegie Capital Asset Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Kerrisdale Advisers, LLC | 5 | 5 | 0.60% | 1.24% | 1.48% | Q3 2022 | Q3 2023 | 5 |
FORT, L.P. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.11% | 0.16% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Otter Creek Advisors, LLC | 5 | 5 | 1.83% | 2.19% | 3.16% | Q3 2022 | Q3 2023 | 5 |
Pendal Group Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
ETF MANAGERS GROUP, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q4 2021 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.12% | 0.18% | 0.32% | Q3 2013 | Q3 2014 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2020 | Q3 2021 | 5 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.09% | 0.20% | Q1 2018 | Q2 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Bristlecone Advisors, LLC | 4 | 1 | 0.03% | 1.22% | 1.69% | Q3 2017 | Q3 2023 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
ASCEND CAPITAL, LLC | 3 | 2 | 0.08% | 0.24% | 0.51% | Q2 2013 | Q3 2014 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 1 | 0.13% | 1.29% | 3.41% | Q2 2013 | Q2 2019 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Welch Investments, LLC | 5 | 5 | 3.15% | 3.33% | 3.46% | Q4 2016 | Q4 2017 | 5 |
Eventide Asset Management | 5 | 5 | 0.11% | 0.34% | 0.44% | Q3 2022 | Q3 2023 | 5 |
BROADVIEW ADVISORS LLC | 5 | 5 | 0.21% | 0.25% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 4 | 1 | 0.01% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 5 |
Destination Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Heritage Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Pearl River Capital, LLC | 2 | 1 | 0.03% | 0.20% | 0.62% | Q4 2018 | Q4 2021 | 5 |
Timber Hill LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 5 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.03% | 0.20% | 0.67% | Q2 2014 | Q3 2015 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.37% | 0.40% | 0.41% | Q2 2013 | Q2 2014 | 5 |
Aurora Investment Counsel | 5 | 5 | 0.62% | 0.90% | 1.12% | Q4 2017 | Q4 2018 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.01% | 0.14% | 0.26% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.43% | 0.46% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
Arnhold LLC | 5 | 5 | 0.74% | 0.85% | 0.92% | Q1 2018 | Q1 2019 | 5 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 5 |
NICOLA WEALTH MANAGEMENT LTD. | 5 | 5 | 0.40% | 0.80% | 1.08% | Q3 2022 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.67% | 1.22% | 1.66% | Q4 2019 | Q4 2020 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.39% | 0.43% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Distillate Capital Partners LLC | 4 | 1 | 0.83% | 0.87% | 0.91% | Q2 2021 | Q3 2022 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.19% | 0.65% | Q2 2021 | Q3 2023 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 0.76% | 0.82% | 0.87% | Q2 2022 | Q2 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SlateStone Wealth, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q1 2020 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Strategic Blueprint, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.15% | 0.22% | Q4 2020 | Q1 2023 | 5 |
Wedmont Private Capital | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 3 | 1 | 0.01% | 0.12% | 0.24% | Q4 2017 | Q2 2021 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Bayberry Capital Partners LP | 4 | 4 | 4.58% | 6.77% | 8.76% | Q4 2021 | Q3 2022 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.00% | 0.12% | 0.47% | Q4 2019 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Penobscot Investment Management Company, Inc. | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.27% | 0.79% | 0.99% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
BESSEMER SECURITIES LLC | 4 | 4 | 0.04% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 4 |
EVERETT HARRIS & CO /CA/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
NVWM, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q1 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 4 |
SEI TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q3 2022 | Q2 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.02% | 1.18% | 1.74% | Q1 2022 | Q4 2022 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.06% | 0.21% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Allegis Investment Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.17% | Q2 2017 | Q1 2018 | 4 |
Airain ltd | 4 | 4 | 0.02% | 0.12% | 0.23% | Q3 2015 | Q2 2016 | 4 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Terra Nova Asset Management LLC | 4 | 4 | 1.30% | 1.54% | 1.70% | Q4 2022 | Q3 2023 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Heartland Bank & Trust Co | 4 | 4 | 0.41% | 0.47% | 0.52% | Q4 2022 | Q3 2023 | 4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 4 | 0.49% | 0.69% | 1.02% | Q2 2013 | Q1 2014 | 4 |
AXIOM INVESTORS LLC /DE | 4 | 4 | 2.21% | 2.36% | 2.48% | Q4 2022 | Q3 2023 | 4 |
LYNCH & ASSOCIATES/IN | 4 | 4 | 0.48% | 0.53% | 0.58% | Q2 2013 | Q1 2014 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 4 | 0.14% | 0.32% | 0.63% | Q2 2020 | Q1 2021 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.45% | 0.64% | Q1 2020 | Q2 2023 | 4 |
Pensionfund Sabic | 4 | 4 | 0.43% | 0.47% | 0.50% | Q1 2016 | Q4 2016 | 4 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.10% | 0.17% | 0.25% | Q2 2016 | Q4 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.78% | 0.82% | 0.86% | Q2 2016 | Q1 2017 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 4 |
Lincoln Capital LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.29% | 0.32% | 0.33% | Q4 2016 | Q3 2017 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2015 | Q4 2015 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
Modera Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
McElhenny Sheffield Capital Management, LLC | 3 | 1 | 0.01% | 0.25% | 0.37% | Q3 2021 | Q4 2022 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.64% | 0.66% | 0.68% | Q4 2014 | Q3 2015 | 4 |
HM Capital Management, LLC | 4 | 4 | 0.11% | 0.27% | 0.44% | Q4 2021 | Q3 2022 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.01% | 0.16% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.28% | 0.32% | 0.36% | Q3 2022 | Q2 2023 | 4 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q1 2019 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 4 |
OAK RIDGE INVESTMENTS LLC | 4 | 4 | 0.12% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.03% | 1.06% | 1.12% | Q1 2017 | Q4 2017 | 4 |
ALERUS FINANCIAL NA | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Schwab Charitable Fund | 4 | 4 | 0.42% | 0.45% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2014 | Q2 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Ayrshire Capital Management LLC | 4 | 4 | 2.08% | 3.45% | 4.21% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.12% | 0.31% | 0.52% | Q2 2013 | Q3 2014 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.89% | 0.96% | 1.11% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 2 | 2 | 0.08% | 0.08% | 0.11% | Q2 2013 | Q2 2014 | 4 |
Clifford Group, LLC | 4 | 4 | 0.57% | 0.60% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
SAMLYN CAPITAL, LLC | 4 | 4 | 0.63% | 0.81% | 0.98% | Q2 2021 | Q1 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.43% | 0.71% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 1.44% | 1.51% | 1.58% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.35% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Wilmington Trust Investment Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q2 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Westshore Wealth, LLC | 4 | 4 | 0.22% | 0.24% | 0.29% | Q3 2022 | Q2 2023 | 4 |
Bain Capital Public Equity, LP | 4 | 4 | 1.33% | 2.75% | 4.64% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.55% | 0.72% | 0.82% | Q4 2022 | Q3 2023 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 1 | 0.06% | 0.26% | 0.84% | Q2 2013 | Q1 2017 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.20% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 4 |
HHG & Company, LLC | 4 | 4 | 0.60% | 0.67% | 0.73% | Q2 2015 | Q1 2016 | 4 |
Leeward Financial Partners, LLC | 4 | 4 | 0.80% | 0.85% | 0.88% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Barnett & Company, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 3 |
EULAV Asset Management | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.14% | 0.19% | 0.24% | Q1 2019 | Q4 2019 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
New England Research & Management, Inc. | 3 | 3 | 0.31% | 0.37% | 0.40% | Q4 2015 | Q2 2016 | 3 |
Moreno Evelyn V | 3 | 3 | 0.15% | 0.19% | 0.26% | Q2 2022 | Q4 2022 | 3 |
AHL Partners LLP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.16% | 0.21% | 0.25% | Q3 2018 | Q1 2019 | 3 |
EXCALIBUR MANAGEMENT CORP | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Spot Trading L.L.C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 0.58% | 0.59% | 0.60% | Q4 2014 | Q2 2015 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.36% | 0.39% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lebenthal Holdings,LLC | 3 | 3 | 0.37% | 0.52% | 0.75% | Q4 2015 | Q2 2016 | 3 |
Lavaca Capital LLC | 3 | 3 | 0.11% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q1 2021 | 3 |
Renasant Bank | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Signition LP | 3 | 3 | 0.14% | 0.49% | 1.01% | Q1 2018 | Q3 2018 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2018 | Q2 2019 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 1.70% | 1.92% | 2.17% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
GQG Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2020 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.28% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q2 2019 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.20% | 1.24% | 1.78% | Q2 2017 | Q3 2018 | 3 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
GQ Asset Management, LLC | 2 | 1 | 0.06% | 0.12% | 0.19% | Q1 2019 | Q4 2019 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.07% | 0.19% | 0.30% | Q4 2013 | Q4 2015 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.16% | 0.22% | 0.26% | Q2 2021 | Q1 2022 | 3 |
GLG INC. | 3 | 3 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q4 2013 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Southside Capital, LLC | 2 | 1 | 0.44% | 0.72% | 1.28% | Q1 2019 | Q4 2019 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.07% | 0.14% | 0.18% | Q1 2018 | Q3 2018 | 3 |
Handelsbanken Fonder AB | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MQS Management LLC | 3 | 3 | 0.18% | 0.38% | 0.55% | Q4 2022 | Q2 2023 | 3 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q1 2016 | 3 |
Geller Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Adelphi Capital LLP | 3 | 3 | 28.91% | 32.66% | 34.62% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.26% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.03% | 0.14% | 0.22% | Q2 2021 | Q4 2022 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisors, LLC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Miura Global Management | 3 | 3 | 3.34% | 4.50% | 6.24% | Q1 2023 | Q3 2023 | 3 |
GLG LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2014 | Q3 2014 | 3 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 3 |
Gunderson Capital Management Inc. | 2 | 1 | 1.19% | 1.85% | 3.18% | Q2 2022 | Q4 2023 | 3 |
Graypoint LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
JSF Financial, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q1 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
EPG Wealth Management LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.31% | 0.39% | 0.49% | Q1 2023 | Q3 2023 | 3 |
TORRAY INVESTMENT PARTNERS LLC | 3 | 3 | 0.71% | 0.78% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Rockbridge Investment Management, LCC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.44% | 0.51% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Orion Capital Management LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
KB FINANCIAL PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CenterBook Partners LP | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.42% | 0.45% | 0.47% | Q4 2021 | Q2 2022 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Values First Advisors, Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.01% | 0.55% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.14% | 0.22% | 0.29% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 1.38% | 1.86% | 2.24% | Q1 2023 | Q3 2023 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.07% | 0.14% | 0.22% | Q2 2022 | Q4 2022 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
SPINNAKER TRUST | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
OKABENA INVESTMENT SERVICES INC | 2 | 1 | 0.01% | 0.18% | 0.31% | Q3 2022 | Q2 2023 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
TCW GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 3.82% | 4.81% | 5.50% | Q2 2022 | Q4 2022 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 3 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 3 | 3 | 1.58% | 1.72% | 1.88% | Q1 2023 | Q3 2023 | 3 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q3 2015 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.68% | 0.74% | 0.81% | Q1 2023 | Q3 2023 | 3 |
MALTESE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.73% | 0.91% | 1.16% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.08% | 0.09% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.97% | 1.06% | 1.22% | Q1 2022 | Q3 2022 | 3 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.29% | 0.58% | 1.09% | Q4 2020 | Q3 2023 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.39% | 1.38% | 2.91% | Q1 2018 | Q3 2021 | 3 |
Cognios Capital, LLC | 3 | 3 | 0.66% | 0.72% | 0.75% | Q3 2019 | Q1 2020 | 3 |
Argent Advisors, Inc. | 2 | 2 | 0.58% | 0.78% | 0.98% | Q1 2022 | Q2 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sender Co & Partners, Inc. | 2 | 2 | 0.53% | 0.76% | 0.99% | Q2 2022 | Q3 2022 | 2 |
Roof Eidam Maycock Peralta, LLC | 2 | 2 | 0.47% | 0.49% | 0.51% | Q1 2019 | Q2 2019 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.11% | 0.20% | Q2 2017 | Q4 2017 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.12% | 0.18% | Q1 2017 | Q1 2018 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q3 2020 | Q4 2020 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.04% | 0.23% | 0.42% | Q2 2021 | Q3 2021 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2017 | Q4 2017 | 2 |
Fairhaven Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 2 |
MANA Advisors LLC | 2 | 2 | 0.10% | 0.27% | 0.44% | Q4 2017 | Q1 2018 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Full18 Capital LLC | 2 | 2 | 0.78% | 0.92% | 1.06% | Q3 2021 | Q4 2021 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2020 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.90% | 1.80% | Q1 2019 | Q2 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Cherry Creek Investment Advisors, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Oak Thistle LLC | 1 | 1 | 0.36% | 0.55% | 0.74% | Q4 2022 | Q3 2023 | 2 |
GuoLine Advisory Pte Ltd | 2 | 2 | 4.73% | 4.83% | 4.92% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Senator Investment Group LP | 2 | 2 | 1.68% | 2.59% | 3.49% | Q3 2021 | Q4 2021 | 2 |
LBP AM SA | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q1 2014 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.29% | 0.31% | Q2 2020 | Q2 2021 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2022 | Q2 2022 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Centric Wealth Management | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2014 | Q2 2015 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q2 2015 | Q3 2015 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Compass Ion Advisors, LLC | 1 | 1 | 0.15% | 0.20% | 0.25% | Q3 2020 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Disciplina Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2018 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.52% | 0.56% | 0.61% | Q1 2016 | Q2 2016 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BARINGS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.83% | 1.64% | Q1 2019 | Q1 2021 | 2 |
StellarOne CORP | 2 | 2 | 1.18% | 1.18% | 1.18% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KLCM Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.09% | 0.20% | 0.31% | Q4 2019 | Q2 2020 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 2 |
Capital Research Global Investors | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
V-Square Quantitative Management LLC | 1 | 1 | 0.10% | 0.20% | 0.29% | Q1 2023 | Q3 2023 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.15% | 0.61% | 1.07% | Q4 2013 | Q4 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CHOREO, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.05% | 0.08% | 0.11% | Q1 2016 | Q2 2016 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q1 2018 | Q2 2018 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2015 | Q1 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Douglas Lane & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ghisallo Capital Management LLC | 2 | 2 | 0.11% | 0.72% | 1.33% | Q2 2021 | Q3 2021 | 2 |
Alua Capital Management LP | 2 | 2 | 2.96% | 2.99% | 3.02% | Q2 2022 | Q3 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
XTX Topco Ltd | 1 | 1 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q2 2022 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.32% | 0.32% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
State of Wyoming | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q4 2022 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.59% | 0.71% | 0.82% | Q1 2021 | Q2 2021 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.21% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Atom Investors LP | 1 | 1 | 0.02% | 0.31% | 0.59% | Q3 2020 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 2 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.50% | 0.88% | 1.26% | Q4 2022 | Q1 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
Shay Capital LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2021 | Q3 2021 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 6.74% | 7.16% | 7.59% | Q2 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q1 2017 | 2 |
Truadvice, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2014 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 1.24% | 1.30% | 1.35% | Q4 2020 | Q1 2021 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
PROVIDENT TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
OneAscent Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 1.47% | 2.58% | Q2 2014 | Q3 2015 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RBF Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2013 | Q3 2013 | 2 |
Diametric Capital, LP | 1 | 1 | 0.09% | 0.66% | 1.22% | Q4 2017 | Q3 2023 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2017 | Q2 2017 | 2 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 2 |
Voleon Capital Management LP | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.30% | 0.33% | 0.36% | Q4 2021 | Q4 2022 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
DEERE & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.66% | 0.75% | 0.85% | Q2 2016 | Q4 2016 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2018 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2023 | Q1 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Polianta Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Montibus Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2022 | Q3 2022 | 1 |
Tweedy, Browne Co LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Harbor Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2013 | Q3 2013 | 1 |
Freedom Day Solutions, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2023 | Q3 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2016 | Q3 2016 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oribel Capital Management, LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2023 | Q1 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2014 | Q2 2014 | 1 |
Invictus RG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2013 | Q2 2013 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2016 | Q4 2016 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
MISSOURI VALLEY PARTNERS, INC. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 |
Park Avenue Institutional Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Spindletop Capital, LLC | 1 | 1 | 4.74% | 4.74% | 4.74% | Q1 2020 | Q1 2020 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
American Research & Management Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Renaissance Investment Group LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2023 | Q3 2023 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Aquila Investment Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CrestPoint Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Shellback Capital, LP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2021 | Q3 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 3.36% | 3.36% | 3.36% | Q2 2021 | Q2 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
LGT Group Foundation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2019 | Q1 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
Plaisance Capital LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2020 | Q1 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
EHP Funds Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2021 | Q2 2021 | 1 |
South Street Advisors LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2016 | Q2 2016 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2020 | Q1 2020 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Islet Management, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Parplus Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2017 | Q2 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
BFSG, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2023 | Q1 2023 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Hamlin Capital Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2013 | Q2 2013 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own GALLAGHER ARTHUR J & CO or have owned GALLAGHER ARTHUR J & CO in the past.