Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.09% | 0.74% | Q1 2012 | Q3 2023 | 138 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.13% | 0.76% | Q1 2012 | Q3 2023 | 136 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.17% | 0.70% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 126 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 126 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.12% | 0.59% | Q2 2013 | Q3 2023 | 119 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.16% | 0.89% | Q2 2013 | Q3 2023 | 118 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 116 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 115 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.05% | 0.51% | Q2 2013 | Q3 2023 | 114 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.47% | 12.39% | Q2 2013 | Q3 2023 | 111 |
UBS Group AG | 36 | 36 | 0.00% | 0.08% | 0.50% | Q4 2014 | Q3 2023 | 108 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.15% | 0.69% | Q1 2013 | Q3 2023 | 106 |
Jefferies Group LLC | 18 | 1 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q3 2022 | 102 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.05% | 0.31% | Q1 2014 | Q3 2023 | 102 |
Citadel Advisors | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 100 |
Twin Tree Management, LP | 43 | 43 | 0.00% | 0.12% | 0.80% | Q4 2012 | Q2 2023 | 99 |
HAP Trading, LLC | 39 | 39 | 0.00% | 0.10% | 0.86% | Q1 2014 | Q3 2023 | 99 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.49% | Q2 2013 | Q3 2023 | 95 |
CAPITAL FUND MANAGEMENT S.A. | 25 | 1 | 0.00% | 0.17% | 0.92% | Q2 2013 | Q3 2023 | 95 |
TWO SIGMA INVESTMENTS, LP | 37 | 4 | 0.00% | 0.15% | 0.87% | Q2 2013 | Q3 2023 | 94 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.13% | 0.62% | Q2 2013 | Q3 2023 | 92 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.22% | 0.80% | Q3 2013 | Q3 2023 | 91 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 89 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.07% | 0.91% | Q4 2015 | Q3 2023 | 89 |
CAPSTONE INVESTMENT ADVISORS, LLC | 29 | 2 | 0.00% | 0.06% | 0.26% | Q1 2014 | Q3 2023 | 88 |
NOMURA HOLDINGS INC | 39 | 4 | 0.00% | 0.08% | 0.89% | Q4 2012 | Q3 2023 | 85 |
Creative Planning | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 81 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.15% | 0.59% | Q2 2013 | Q3 2023 | 68 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 68 |
TWO SIGMA SECURITIES, LLC | 16 | 3 | 0.00% | 0.12% | 1.10% | Q2 2015 | Q3 2023 | 68 |
CLEAR STREET MARKETS LLC | 28 | 1 | 0.00% | 0.47% | 8.26% | Q3 2013 | Q3 2023 | 67 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 65 |
Paloma Partners Management Co | 18 | 1 | 0.00% | 0.30% | 1.37% | Q2 2013 | Q3 2023 | 63 |
Kovack Advisors, Inc. | 28 | 8 | 0.00% | 0.17% | 0.95% | Q3 2014 | Q3 2023 | 62 |
Centiva Capital, LP | 24 | 24 | 0.00% | 0.12% | 0.50% | Q4 2017 | Q3 2023 | 61 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.21% | 0.82% | Q2 2013 | Q2 2018 | 60 |
Raymond James Financial Services Advisors, Inc. | 34 | 5 | 0.00% | 0.08% | 0.88% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.04% | 0.34% | 1.02% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.08% | 0.42% | Q3 2018 | Q3 2023 | 58 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.06% | 0.27% | 0.97% | Q1 2008 | Q3 2023 | 57 |
WOLVERINE ASSET MANAGEMENT LLC | 14 | 3 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q1 2021 | 56 |
Jump Trading, LLC | 20 | 1 | 0.00% | 0.14% | 0.61% | Q2 2013 | Q1 2019 | 55 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.17% | 0.71% | Q2 2013 | Q3 2023 | 53 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.14% | 0.58% | Q4 2013 | Q1 2018 | 52 |
AMALGAMATED BANK | 52 | 52 | 0.15% | 0.38% | 0.81% | Q4 2010 | Q3 2023 | 52 |
Rehmann Capital Advisory Group | 32 | 5 | 0.05% | 0.21% | 0.53% | Q4 2008 | Q3 2023 | 52 |
Laurion Capital Management LP | 13 | 1 | 0.00% | 0.12% | 0.37% | Q3 2013 | Q1 2023 | 50 |
BALYASNY ASSET MANAGEMENT L.P. | 16 | 3 | 0.00% | 0.10% | 0.82% | Q3 2014 | Q3 2023 | 50 |
CONTINENTAL ADVISORS LLC | 29 | 29 | 0.11% | 1.66% | 4.36% | Q3 2016 | Q3 2023 | 49 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.04% | 0.13% | Q4 2012 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.07% | 0.42% | 1.14% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.14% | 0.80% | Q2 2014 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.12% | 0.25% | 0.51% | Q3 2011 | Q3 2023 | 49 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.01% | 0.16% | 0.94% | Q1 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.24% | 0.52% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.20% | 0.48% | 0.96% | Q4 2011 | Q3 2023 | 48 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.24% | 0.83% | Q2 2013 | Q3 2023 | 48 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.24% | 1.08% | Q2 2013 | Q1 2017 | 47 |
TWO SIGMA ADVISERS, LP | 30 | 10 | 0.00% | 0.47% | 1.21% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.04% | 0.61% | 1.12% | Q1 2012 | Q3 2023 | 47 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.01% | 0.13% | 0.33% | Q1 2013 | Q3 2023 | 47 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.15% | 1.23% | Q4 2014 | Q3 2023 | 47 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 47 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.24% | 0.50% | Q2 2013 | Q3 2023 | 46 |
MARSHALL WACE, LLP | 12 | 2 | 0.00% | 0.24% | 1.25% | Q1 2014 | Q2 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.34% | 0.78% | Q2 2013 | Q3 2023 | 46 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 45 |
NWAM LLC | 39 | 6 | 0.04% | 0.21% | 0.99% | Q2 2012 | Q3 2023 | 45 |
Financial Architects, Inc | 35 | 3 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q2 2023 | 45 |
Tekla Capital Management LLC | 41 | 41 | 0.00% | 6.13% | 12.43% | Q2 2013 | Q2 2023 | 45 |
PRELUDE CAPITAL MANAGEMENT, LLC | 26 | 2 | 0.00% | 0.17% | 0.61% | Q1 2013 | Q1 2022 | 45 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.09% | 0.27% | Q1 2013 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.17% | 0.49% | Q1 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.19% | 0.51% | Q4 2012 | Q3 2023 | 44 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 44 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.36% | 0.71% | Q2 2013 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.06% | 0.29% | Q4 2012 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.13% | 0.60% | 1.46% | Q1 2013 | Q4 2023 | 44 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 44 |
SOMERVILLE KURT F | 44 | 44 | 0.04% | 0.22% | 0.88% | Q4 2012 | Q3 2023 | 44 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.44% | 1.17% | Q2 2013 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.10% | 0.28% | Q4 2012 | Q2 2023 | 43 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.03% | 0.18% | 0.48% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.10% | 0.40% | 0.82% | Q1 2013 | Q3 2023 | 43 |
Mirae Asset Global Investments Co., Ltd. | 42 | 1 | 0.02% | 0.40% | 2.21% | Q2 2012 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.01% | 0.11% | 0.51% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.21% | 0.67% | 1.63% | Q1 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.46% | 0.91% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.03% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.13% | 0.35% | 0.72% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.30% | 1.05% | Q1 2013 | Q3 2023 | 43 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.17% | 0.76% | Q2 2013 | Q3 2023 | 43 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.16% | 0.48% | 1.05% | Q2 2013 | Q4 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.07% | 0.27% | 0.47% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.17% | 0.38% | 0.76% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.03% | 0.54% | 1.17% | Q4 2012 | Q3 2023 | 43 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.29% | 0.47% | Q2 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.08% | 0.55% | 1.84% | Q2 2013 | Q4 2023 | 43 |
MONETA GROUP INVESTMENT ADVISORS LLC | 33 | 1 | 0.02% | 0.44% | 1.39% | Q3 2012 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.06% | 0.50% | 2.22% | Q1 2013 | Q3 2023 | 43 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.27% | 0.61% | Q2 2013 | Q3 2023 | 43 |
DnB Asset Management AS | 39 | 3 | 0.11% | 0.24% | 1.22% | Q2 2013 | Q4 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.26% | 0.62% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Hollow Brook Wealth Management LLC | 42 | 42 | 0.10% | 5.04% | 11.29% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.06% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.00% | 0.10% | 0.45% | Q2 2013 | Q4 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.16% | 0.38% | 0.73% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.17% | 0.40% | 0.80% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.10% | 0.81% | 2.57% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.15% | 0.41% | 0.79% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.03% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.17% | 0.37% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Ariel Investments | 42 | 42 | 0.01% | 1.49% | 3.50% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.02% | 0.31% | 1.21% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.04% | 1.37% | 4.30% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.36% | 1.56% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.12% | 0.28% | 0.54% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.49% | 1.23% | 2.22% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.20% | 0.45% | 0.90% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.12% | 0.26% | 0.48% | Q2 2013 | Q3 2023 | 42 |
BALDWIN BROTHERS LLC/MA | 42 | 42 | 0.00% | 0.05% | 0.28% | Q3 2013 | Q4 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.02% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PRIVATE ASSET MANAGEMENT INC | 42 | 42 | 0.68% | 1.36% | 2.11% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.18% | 0.47% | 0.80% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.15% | 0.34% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.28% | 0.95% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.15% | 0.40% | 0.78% | Q2 2013 | Q3 2023 | 42 |
ING GROEP NV | 42 | 42 | 0.00% | 0.39% | 1.69% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.09% | 1.08% | 2.79% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.11% | 0.64% | 2.38% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 1.20% | 2.37% | 3.86% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.16% | 0.34% | 0.50% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.10% | 0.75% | 1.36% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.19% | 0.76% | 2.12% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.05% | 0.16% | 0.51% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.28% | 1.13% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.08% | 0.37% | 1.04% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.03% | 0.26% | 0.66% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.21% | 0.80% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.06% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 0.66% | 3.52% | 8.06% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.04% | 0.38% | 1.09% | Q2 2013 | Q3 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.17% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.07% | 0.42% | 0.80% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.25% | 0.47% | 0.87% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.01% | 0.49% | 1.07% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.09% | 0.31% | 0.92% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.17% | 0.65% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.55% | 1.75% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.13% | 0.35% | 0.81% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.11% | 0.51% | 1.10% | Q2 2013 | Q3 2023 | 42 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.47% | 2.34% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.36% | 0.69% | Q2 2013 | Q3 2023 | 42 |
MERITAGE PORTFOLIO MANAGEMENT | 42 | 42 | 0.03% | 0.31% | 1.37% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.10% | 0.41% | 1.13% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.65% | 2.23% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.17% | 0.48% | 0.87% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.10% | 0.44% | 1.25% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.19% | 0.39% | 1.00% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.25% | 0.54% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 0.01% | 1.99% | 7.48% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.03% | 0.29% | 1.37% | Q2 2013 | Q3 2023 | 42 |
Provident Investment Management, Inc. | 42 | 42 | 0.08% | 4.06% | 9.31% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.10% | 0.38% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.12% | 0.71% | 1.52% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 1.32% | 3.07% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.06% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.42% | 1.33% | 3.60% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.14% | 0.41% | 0.91% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 1.17% | 2.44% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.03% | 0.27% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Capital, Inc. | 42 | 42 | 0.30% | 0.50% | 0.80% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.16% | 0.39% | 0.80% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.08% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.38% | 1.37% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.04% | 0.59% | 1.55% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.16% | 0.59% | 1.45% | Q2 2013 | Q3 2023 | 42 |
WRIGHT INVESTORS SERVICE INC | 42 | 42 | 0.14% | 0.59% | 1.34% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.01% | 0.38% | 1.44% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.01% | 0.57% | 1.14% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.03% | 0.70% | 3.07% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.06% | 0.31% | 0.62% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.21% | 0.41% | 0.80% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.16% | 1.03% | 2.56% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.06% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.01% | 0.26% | 1.21% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.03% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.01% | 0.40% | 1.14% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.08% | 0.33% | 0.55% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.16% | 0.36% | 0.72% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.14% | 0.34% | 0.72% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.02% | 0.65% | 1.30% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.07% | 0.52% | 2.20% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.41% | 1.31% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.02% | 0.54% | 3.07% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.19% | 0.56% | 1.01% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.46% | 1.13% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.10% | 0.71% | 1.84% | Q2 2013 | Q3 2023 | 42 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.98% | 3.39% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.05% | 0.47% | 1.22% | Q2 2013 | Q3 2023 | 42 |
CAPITAL COUNSEL LLC/NY | 42 | 42 | 0.17% | 0.38% | 0.72% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.16% | 0.40% | 0.83% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.99% | 1.28% | 1.89% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.04% | 0.40% | 1.14% | Q2 2013 | Q3 2023 | 42 |
GENERAL AMERICAN INVESTORS CO INC | 42 | 42 | 0.18% | 2.19% | 4.16% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.01% | 0.10% | 0.48% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.02% | 0.31% | 0.96% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.08% | 0.42% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.09% | 0.56% | 1.59% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.02% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.07% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.58% | 4.36% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.10% | 0.31% | 0.65% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.06% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.32% | 0.84% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.06% | 0.29% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.42% | 1.34% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.49% | 1.51% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.18% | 0.43% | 0.88% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.39% | 2.21% | 6.32% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.04% | 0.35% | 1.01% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.62% | 2.16% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.02% | 0.24% | 0.72% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.25% | 0.73% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.03% | 0.46% | 1.78% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.14% | 0.40% | 0.74% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.07% | 0.39% | 0.79% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.12% | 0.37% | 0.90% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.07% | 0.37% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Life Insurance Co | 42 | 42 | 0.02% | 0.37% | 0.95% | Q2 2013 | Q3 2023 | 42 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.81% | 2.85% | 5.34% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.42% | 1.26% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.64% | 1.16% | 1.71% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.62% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.11% | 0.28% | 0.49% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.17% | 0.41% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Cannell & Co. | 42 | 42 | 0.01% | 0.32% | 1.96% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.08% | 0.28% | 0.76% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NOESIS CAPITAL MANGEMENT CORP | 42 | 42 | 0.22% | 2.35% | 3.84% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.12% | 0.53% | 0.99% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.08% | 0.29% | 1.85% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.20% | 0.83% | 1.56% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.13% | 0.50% | 1.16% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.18% | 0.64% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.25% | 0.41% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.04% | 0.21% | 0.62% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.09% | 0.80% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.02% | 0.35% | 2.65% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.03% | 0.31% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.08% | 0.31% | 1.26% | Q2 2013 | Q3 2023 | 42 |
COHEN LAWRENCE B | 42 | 42 | 0.60% | 1.33% | 3.09% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.04% | 0.22% | 1.03% | Q2 2013 | Q3 2023 | 42 |
PARNASSUS INVESTMENTS, LLC | 42 | 42 | 0.55% | 2.82% | 6.21% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.38% | 0.78% | 1.52% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.34% | 2.74% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.04% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 0.05% | 0.31% | 1.41% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q4 2012 | Q1 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.18% | 0.39% | 0.73% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.28% | 0.68% | 1.73% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.04% | 0.16% | 1.68% | Q2 2013 | Q3 2023 | 42 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.14% | 0.44% | Q4 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.02% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.01% | 0.30% | 0.60% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.16% | 0.36% | 0.70% | Q2 2012 | Q4 2022 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.08% | 0.68% | 1.86% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.07% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.22% | 0.79% | 1.68% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.18% | 0.41% | 0.82% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.01% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.02% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.20% | 0.46% | 0.89% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.01% | 0.25% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.19% | 0.51% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.13% | 0.49% | 1.27% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.10% | 0.30% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Vision Capital Management, Inc. | 42 | 42 | 0.08% | 1.33% | 3.54% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.11% | 0.51% | 1.38% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.04% | 0.33% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.04% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.46% | 1.22% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.40% | 1.90% | 4.51% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.03% | 0.55% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.01% | 0.17% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.08% | 0.67% | 1.65% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.09% | 0.24% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.19% | 0.55% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.12% | 1.48% | 2.60% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.02% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.48% | 1.84% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.03% | 0.28% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 0.07% | 2.80% | 4.27% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.04% | 0.42% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.17% | 0.42% | 0.90% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.06% | 0.42% | 1.21% | Q2 2013 | Q3 2023 | 42 |
GAM Holding AG | 42 | 42 | 0.17% | 0.65% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.17% | 0.54% | 1.49% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Greenwich Wealth Management LLC | 42 | 42 | 0.03% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.12% | 0.43% | 0.91% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.04% | 0.17% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.03% | 0.27% | 0.99% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.03% | 0.20% | 0.51% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.20% | 0.41% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.16% | 0.39% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.02% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Montecito Bank & Trust | 41 | 41 | 0.07% | 0.17% | 0.33% | Q4 2013 | Q4 2023 | 41 |
ARGENT CAPITAL MANAGEMENT LLC | 25 | 16 | 0.01% | 0.55% | 3.58% | Q2 2013 | Q3 2023 | 41 |
AMG National Trust Bank | 27 | 14 | 0.03% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 41 |
Mathes Company, Inc. | 39 | 2 | 0.18% | 0.74% | 2.21% | Q2 2013 | Q3 2023 | 41 |
Dorsey & Whitney Trust CO LLC | 41 | 41 | 0.03% | 0.09% | 0.17% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.20% | 0.46% | 0.95% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.29% | 0.59% | Q2 2013 | Q3 2023 | 41 |
INTACT INVESTMENT MANAGEMENT INC. | 23 | 18 | 0.01% | 0.17% | 0.53% | Q2 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 41 | 41 | 0.02% | 0.14% | 0.44% | Q2 2013 | Q2 2023 | 41 |
DE BURLO GROUP INC | 36 | 5 | 0.10% | 1.20% | 4.38% | Q2 2013 | Q3 2023 | 41 |
DOHENY ASSET MANAGEMENT /CA | 36 | 5 | 0.22% | 1.79% | 4.17% | Q2 2013 | Q3 2023 | 41 |
SEIZERT CAPITAL PARTNERS, LLC | 30 | 11 | 0.04% | 1.07% | 2.09% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.16% | 0.58% | Q3 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.10% | 0.46% | 1.61% | Q2 2013 | Q3 2023 | 41 |
GABELLI FUNDS LLC | 41 | 41 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q2 2023 | 41 |
JAG CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.09% | 0.77% | 4.02% | Q3 2013 | Q3 2023 | 41 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23 | 18 | 0.00% | 0.35% | 2.30% | Q2 2013 | Q3 2023 | 41 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 41 | 41 | 0.78% | 1.78% | 3.33% | Q3 2013 | Q3 2023 | 41 |
Orbimed Advisors | 37 | 2 | 0.06% | 1.53% | 5.51% | Q2 2013 | Q3 2023 | 41 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.00% | 3.13% | 19.09% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.04% | 0.40% | 0.98% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.16% | 0.30% | 0.56% | Q1 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.57% | 1.61% | 3.78% | Q3 2013 | Q4 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.04% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.05% | 0.41% | 1.47% | Q2 2013 | Q3 2023 | 41 |
ALPS ADVISORS INC | 41 | 41 | 0.00% | 0.16% | 0.38% | Q3 2013 | Q3 2023 | 41 |
Capital International Investors | 41 | 41 | 0.00% | 0.90% | 2.71% | Q2 2013 | Q2 2023 | 41 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.00% | 0.55% | 3.15% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 41 |
PRIVATE TRUST CO NA | 23 | 18 | 0.04% | 0.15% | 0.72% | Q1 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.03% | 0.27% | 0.79% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.06% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.06% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 41 |
SALEM INVESTMENT COUNSELORS INC | 22 | 19 | 0.00% | 0.43% | 1.64% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.09% | 0.51% | Q2 2013 | Q3 2023 | 41 |
NewSquare Capital LLC | 41 | 41 | 0.01% | 0.24% | 0.90% | Q3 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.14% | 0.40% | 0.99% | Q2 2013 | Q2 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.06% | 0.25% | 0.82% | Q2 2013 | Q3 2023 | 41 |
TRILLIUM ASSET MANAGEMENT, LLC | 41 | 41 | 0.17% | 0.79% | 2.40% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.05% | 0.33% | 0.98% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.12% | 0.29% | Q2 2013 | Q2 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.20% | 0.68% | 2.31% | Q4 2013 | Q4 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 29 | 12 | 0.01% | 0.36% | 0.93% | Q1 2013 | Q2 2023 | 41 |
Ipswich Investment Management Co., Inc. | 21 | 20 | 0.08% | 0.53% | 1.74% | Q2 2013 | Q3 2023 | 41 |
Perigon Wealth Management, LLC | 40 | 1 | 0.11% | 1.02% | 2.66% | Q3 2011 | Q3 2023 | 41 |
DAVENPORT & Co LLC | 41 | 41 | 0.01% | 0.05% | 0.50% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.03% | 0.26% | 0.78% | Q4 2013 | Q4 2023 | 41 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.04% | 0.60% | 18.30% | Q4 2013 | Q3 2023 | 41 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.10% | 0.52% | 1.36% | Q4 2013 | Q3 2023 | 40 |
CapWealth Advisors, LLC | 25 | 15 | 0.11% | 1.92% | 2.90% | Q2 2013 | Q3 2023 | 40 |
PineBridge Investments, L.P. | 23 | 1 | 0.00% | 0.36% | 1.54% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.02% | 0.19% | 0.56% | Q4 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.14% | 0.48% | 0.98% | Q4 2013 | Q3 2023 | 40 |
Alpha Cubed Investments, LLC | 40 | 40 | 0.04% | 1.08% | 4.49% | Q4 2013 | Q3 2023 | 40 |
Wolf Group Capital Advisors | 40 | 40 | 1.30% | 2.65% | 5.43% | Q4 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.21% | 0.67% | 1.49% | Q4 2013 | Q3 2023 | 40 |
Bartlett & Co. LLC | 23 | 1 | 0.00% | 0.63% | 1.64% | Q3 2013 | Q4 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 0.02% | 0.13% | 0.36% | Q4 2013 | Q3 2023 | 40 |
BRIGHTON JONES LLC | 27 | 13 | 0.02% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.35% | 1.22% | 3.29% | Q4 2013 | Q3 2023 | 40 |
Fernwood Investment Management, LLC | 40 | 40 | 0.54% | 2.30% | 5.31% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.19% | 0.43% | 0.89% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.05% | 0.24% | 0.66% | Q4 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.24% | 0.53% | Q1 2014 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 1.03% | 7.44% | Q4 2013 | Q3 2023 | 40 |
Financial Management Professionals, Inc. | 40 | 40 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.09% | 0.50% | 1.77% | Q4 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 1 | 0.01% | 0.21% | 0.33% | Q3 2013 | Q3 2023 | 40 |
Ally Financial Inc. | 33 | 2 | 0.38% | 0.74% | 1.08% | Q2 2013 | Q3 2023 | 40 |
Rafferty Asset Management, LLC | 40 | 40 | 0.02% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.20% | 0.46% | 0.94% | Q3 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 40 |
FIL Ltd | 27 | 13 | 0.00% | 0.31% | 1.20% | Q2 2013 | Q2 2023 | 40 |
PRUDENTIAL PLC | 29 | 11 | 0.00% | 0.48% | 0.85% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.27% | 1.27% | Q4 2013 | Q4 2023 | 40 |
PUZO MICHAEL J | 37 | 3 | 0.06% | 0.43% | 1.00% | Q4 2012 | Q2 2023 | 40 |
DUPONT CAPITAL MANAGEMENT CORP | 40 | 40 | 0.03% | 0.26% | 1.22% | Q2 2013 | Q1 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.19% | 0.32% | 0.60% | Q4 2013 | Q3 2023 | 40 |
FIRST FOUNDATION ADVISORS | 40 | 40 | 0.03% | 0.34% | 0.83% | Q4 2013 | Q3 2023 | 40 |
ROTHSCHILD INVESTMENT LLC /IL | 40 | 40 | 0.03% | 0.13% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Reynders McVeigh Capital Management, LLC | 35 | 5 | 0.01% | 0.27% | 1.13% | Q2 2013 | Q2 2023 | 40 |
MUHLENKAMP & CO INC | 22 | 3 | 0.06% | 3.13% | 8.17% | Q2 2013 | Q4 2020 | 40 |
CWM, LLC | 32 | 8 | 0.02% | 0.11% | 0.32% | Q3 2013 | Q3 2023 | 40 |
SHUFRO ROSE & CO LLC | 39 | 1 | 0.02% | 0.04% | 0.14% | Q3 2012 | Q4 2022 | 40 |
OLD NATIONAL BANCORP /IN/ | 40 | 40 | 0.01% | 0.10% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.22% | 1.00% | 2.05% | Q2 2013 | Q1 2023 | 40 |
OLD SECOND NATIONAL BANK OF AURORA | 40 | 40 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Parkside Financial Bank & Trust | 40 | 40 | 0.01% | 0.06% | 0.21% | Q4 2013 | Q3 2023 | 40 |
MAI Capital Management | 40 | 40 | 0.01% | 0.09% | 0.26% | Q4 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.08% | 0.24% | 1.62% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.02% | 0.25% | 0.66% | Q4 2013 | Q3 2023 | 40 |
Freestone Capital Holdings, LLC | 36 | 3 | 0.01% | 0.69% | 3.13% | Q2 2013 | Q3 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 13 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 40 |
INGALLS & SNYDER LLC | 20 | 5 | 0.00% | 0.18% | 0.84% | Q2 2016 | Q3 2022 | 40 |
COMPTON CAPITAL MANAGEMENT INC /RI | 40 | 40 | 0.38% | 2.02% | 4.49% | Q2 2013 | Q1 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 39 |
Citizens Business Bank | 37 | 2 | 0.06% | 0.34% | 0.92% | Q2 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.16% | 0.41% | 0.90% | Q1 2014 | Q3 2023 | 39 |
LSV ASSET MANAGEMENT | 38 | 1 | 0.00% | 0.51% | 1.24% | Q3 2013 | Q3 2023 | 39 |
Hilltop Holdings Inc. | 35 | 4 | 0.04% | 0.16% | 0.54% | Q3 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.11% | 0.42% | 1.30% | Q1 2014 | Q3 2023 | 39 |
Aviance Capital Partners, LLC | 39 | 39 | 0.14% | 0.50% | 1.40% | Q1 2014 | Q3 2023 | 39 |
EAGLE ASSET MANAGEMENT INC | 28 | 11 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 39 |
Callahan Advisors, LLC | 31 | 1 | 0.02% | 1.02% | 2.69% | Q2 2013 | Q3 2023 | 39 |
NatWest Group plc | 34 | 5 | 0.01% | 1.17% | 5.29% | Q2 2013 | Q1 2023 | 39 |
Alberta Investment Management Corp | 33 | 1 | 0.01% | 0.39% | 0.93% | Q2 2013 | Q3 2023 | 39 |
BANQUE PICTET & CIE SA | 33 | 6 | 0.01% | 0.25% | 1.05% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.24% | 0.70% | 1.12% | Q1 2014 | Q3 2023 | 39 |
Highlander Capital Management, LLC | 39 | 39 | 0.01% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 39 |
FAYEZ SAROFIM & CO | 39 | 39 | 0.00% | 0.23% | 0.82% | Q1 2014 | Q3 2023 | 39 |
ACADIAN ASSET MANAGEMENT LLC | 39 | 39 | 0.00% | 0.21% | 0.82% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.15% | 0.33% | 0.80% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.15% | 0.28% | 0.58% | Q2 2013 | Q2 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.01% | 0.15% | 0.67% | Q1 2014 | Q3 2023 | 39 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.17% | 0.57% | 1.33% | Q1 2014 | Q3 2023 | 39 |
Renaissance Technologies | 36 | 1 | 0.03% | 0.57% | 1.16% | Q2 2013 | Q3 2023 | 39 |
Capital International Sarl | 23 | 2 | 0.03% | 1.27% | 5.36% | Q2 2013 | Q3 2023 | 39 |
CIM INVESTMENT MANAGEMENT INC | 36 | 3 | 0.11% | 0.50% | 1.41% | Q2 2013 | Q3 2023 | 39 |
Capital International, Inc./CA/ | 23 | 5 | 0.00% | 0.84% | 5.18% | Q2 2013 | Q3 2023 | 39 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 35 | 4 | 0.08% | 1.05% | 2.73% | Q2 2013 | Q3 2023 | 39 |
KING LUTHER CAPITAL MANAGEMENT CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
LOOMIS SAYLES & CO L P | 22 | 2 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 39 |
DUNCKER STREETT & CO INC | 39 | 39 | 0.00% | 0.07% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38 | 1 | 0.02% | 0.07% | 0.27% | Q4 2013 | Q3 2023 | 39 |
PHILADELPHIA TRUST CO | 39 | 39 | 0.05% | 0.35% | 1.38% | Q1 2014 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.06% | 0.16% | 0.35% | Q4 2013 | Q3 2023 | 39 |
Boston Common Asset Management, LLC | 21 | 18 | 0.03% | 0.70% | 2.06% | Q2 2013 | Q3 2023 | 39 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 1.45% | 3.16% | Q2 2015 | Q3 2023 | 39 |
RATIONAL ADVISORS LLC | 11 | 1 | 0.00% | 0.10% | 0.77% | Q1 2009 | Q3 2023 | 39 |
LINCOLN NATIONAL CORP | 39 | 39 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Grantham, Mayo, Van Otterloo & Co. LLC | 19 | 3 | 0.00% | 0.12% | 0.62% | Q2 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.32% | 0.84% | 1.64% | Q2 2013 | Q4 2022 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.28% | 0.73% | 1.46% | Q2 2013 | Q4 2022 | 39 |
McKinley Carter Wealth Services, Inc. | 35 | 4 | 0.02% | 0.20% | 0.58% | Q2 2013 | Q3 2023 | 39 |
Winch Advisory Services, LLC | 35 | 3 | 0.00% | 0.03% | 0.53% | Q1 2014 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.58% | 1.36% | 2.50% | Q4 2013 | Q1 2023 | 38 |
SIT INVESTMENT ASSOCIATES INC | 34 | 4 | 0.01% | 0.31% | 1.16% | Q2 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.12% | 0.37% | 0.65% | Q2 2013 | Q3 2022 | 38 |
Gotham Asset Management, LLC | 38 | 38 | 0.13% | 0.52% | 1.05% | Q2 2014 | Q3 2023 | 38 |
PARK NATIONAL CORP /OH/ | 38 | 38 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2023 | 38 |
COLONY GROUP LLC | 19 | 6 | 0.01% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 38 |
FOSTER & MOTLEY INC | 38 | 38 | 0.03% | 0.30% | 1.59% | Q2 2014 | Q3 2023 | 38 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.23% | 1.99% | Q2 2013 | Q2 2020 | 38 |
VAN STRUM & TOWNE INC. | 38 | 38 | 0.80% | 1.68% | 2.78% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.14% | 0.67% | 1.46% | Q2 2013 | Q3 2022 | 38 |
Employees Retirement System of Texas | 38 | 38 | 0.06% | 0.34% | 0.76% | Q2 2013 | Q3 2022 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 36 | 2 | 0.00% | 0.07% | 0.49% | Q2 2013 | Q3 2023 | 38 |
Rodgers Brothers Inc. | 38 | 38 | 0.04% | 0.24% | 0.41% | Q2 2014 | Q3 2023 | 38 |
TWIN CAPITAL MANAGEMENT INC | 35 | 3 | 0.04% | 0.38% | 1.06% | Q2 2013 | Q3 2023 | 38 |
SHEPHERD KAPLAN KROCHUK, LLC | 38 | 38 | 0.04% | 0.29% | 0.96% | Q2 2013 | Q3 2022 | 38 |
PAYDEN & RYGEL | 31 | 7 | 0.00% | 0.31% | 2.02% | Q2 2013 | Q2 2023 | 38 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.14% | 0.52% | Q2 2013 | Q3 2023 | 38 |
Lombard Odier Asset Management (Switzerland) SA | 20 | 2 | 0.02% | 0.14% | 0.93% | Q2 2014 | Q3 2023 | 38 |
SECTORAL ASSET MANAGEMENT INC | 23 | 1 | 0.12% | 2.87% | 8.35% | Q2 2013 | Q3 2023 | 38 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 38 | 38 | 0.14% | 0.45% | 0.95% | Q2 2014 | Q3 2023 | 38 |
LETKO, BROSSEAU & ASSOCIATES INC | 38 | 38 | 0.64% | 1.20% | 1.99% | Q2 2014 | Q3 2023 | 38 |
MOTCO | 31 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q3 2022 | 38 |
MATRIX ASSET ADVISORS INC/NY | 38 | 38 | 0.40% | 2.86% | 4.98% | Q2 2014 | Q3 2023 | 38 |
1832 Asset Management L.P. | 23 | 1 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.10% | 0.21% | 0.43% | Q2 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.01% | 0.45% | 1.40% | Q2 2013 | Q3 2022 | 38 |
Gradient Investments LLC | 24 | 3 | 0.00% | 0.02% | 0.49% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.14% | 0.46% | 1.06% | Q2 2014 | Q3 2023 | 38 |
EagleClaw Capital Managment, LLC | 38 | 38 | 0.14% | 0.73% | 1.56% | Q2 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.03% | 0.18% | Q1 2014 | Q3 2023 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.05% | 0.51% | 1.28% | Q2 2014 | Q3 2023 | 38 |
Focused Wealth Management, Inc | 38 | 38 | 0.01% | 0.29% | 0.96% | Q2 2014 | Q3 2023 | 38 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 3 | 0.05% | 0.41% | 0.88% | Q2 2013 | Q3 2023 | 37 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.05% | 0.65% | 3.14% | Q2 2015 | Q3 2023 | 37 |
Convergence Investment Partners, LLC | 37 | 37 | 0.19% | 1.17% | 2.59% | Q3 2014 | Q3 2023 | 37 |
Ballentine Partners, LLC | 30 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 0.04% | 0.86% | 2.53% | Q3 2014 | Q3 2023 | 37 |
Atlantic Union Bankshares Corp | 19 | 18 | 0.03% | 0.17% | 0.64% | Q1 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.21% | 0.41% | 0.86% | Q3 2014 | Q3 2023 | 37 |
VALLEY WEALTH MANAGERS, INC. | 37 | 37 | 0.04% | 0.24% | 0.49% | Q3 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.12% | 0.51% | Q2 2013 | Q3 2023 | 37 |
Linscomb & Williams, Inc. | 37 | 37 | 0.03% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 37 |
Sunbelt Securities, Inc. | 36 | 36 | 0.03% | 0.30% | 0.79% | Q4 2014 | Q3 2023 | 37 |
WEBSTER BANK, N. A. | 28 | 4 | 0.01% | 0.06% | 0.41% | Q2 2013 | Q3 2023 | 37 |
SouthState Corp | 20 | 17 | 0.03% | 0.21% | 0.52% | Q4 2013 | Q3 2023 | 37 |
ProVise Management Group, LLC | 31 | 2 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 37 |
GAMBLE JONES INVESTMENT COUNSEL | 35 | 2 | 0.01% | 0.16% | 0.57% | Q2 2013 | Q4 2022 | 37 |
South Dakota Investment Council | 37 | 37 | 0.30% | 1.07% | 2.40% | Q3 2014 | Q3 2023 | 37 |
Bank Pictet & Cie (Europe) AG | 19 | 6 | 0.03% | 0.20% | 0.49% | Q4 2013 | Q3 2023 | 37 |
PEAPACK GLADSTONE FINANCIAL CORP | 22 | 15 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.07% | 0.49% | 1.45% | Q2 2013 | Q2 2022 | 37 |
Welch Group, LLC | 29 | 8 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 37 |
Rathbones Group PLC | 34 | 1 | 0.00% | 0.19% | 1.14% | Q2 2013 | Q3 2023 | 37 |
Verition Fund Management LLC | 12 | 1 | 0.00% | 0.08% | 0.33% | Q3 2013 | Q3 2023 | 37 |
DODGE & COX | 37 | 37 | 0.00% | 0.82% | 2.11% | Q3 2014 | Q3 2023 | 37 |
APPLETON PARTNERS INC/MA | 25 | 1 | 0.02% | 0.24% | 1.51% | Q3 2013 | Q1 2023 | 37 |
Hikari Power Ltd | 36 | 36 | 0.10% | 0.48% | 1.49% | Q4 2014 | Q3 2023 | 36 |
MEEDER ASSET MANAGEMENT INC | 30 | 6 | 0.16% | 0.56% | 1.43% | Q2 2014 | Q2 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.01% | 0.16% | 0.87% | Q2 2013 | Q1 2022 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.46% | 0.64% | 1.14% | Q4 2014 | Q3 2023 | 36 |
EXCALIBUR MANAGEMENT CORP | 36 | 36 | 0.27% | 1.16% | 2.85% | Q4 2014 | Q3 2023 | 36 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 34 | 2 | 0.01% | 0.55% | 2.03% | Q2 2013 | Q3 2023 | 36 |
REGENTATLANTIC CAPITAL LLC | 36 | 36 | 0.02% | 0.21% | 0.56% | Q4 2013 | Q3 2022 | 36 |
WestEnd Advisors, LLC | 27 | 1 | 0.00% | 3.02% | 5.63% | Q2 2013 | Q3 2023 | 36 |
Stonehage Fleming Financial Services Holdings Ltd | 36 | 36 | 0.02% | 0.22% | 0.77% | Q4 2014 | Q3 2023 | 36 |
Legacy Capital Partners, Inc. | 36 | 36 | 0.16% | 0.87% | 2.46% | Q2 2013 | Q1 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.02% | 0.43% | 1.93% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.20% | 0.79% | 1.72% | Q2 2013 | Q1 2022 | 36 |
RENAISSANCE GROUP LLC | 30 | 1 | 0.01% | 0.86% | 1.40% | Q2 2013 | Q2 2023 | 36 |
WADE G W & INC | 36 | 36 | 0.03% | 0.10% | 0.31% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.71% | 1.47% | 3.15% | Q4 2014 | Q3 2023 | 36 |
MARTINGALE ASSET MANAGEMENT L P | 27 | 9 | 0.00% | 0.26% | 0.66% | Q2 2013 | Q3 2023 | 36 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.00% | 0.10% | 0.33% | Q2 2015 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.05% | 0.15% | 0.61% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Ancora Advisors LLC | 36 | 36 | 0.01% | 0.04% | 0.17% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.17% | 0.44% | 0.81% | Q2 2013 | Q1 2022 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.06% | 0.24% | 0.68% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.16% | 0.46% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.05% | 0.14% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.14% | 0.24% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.22% | 0.63% | 1.67% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 1.08% | 2.50% | 5.50% | Q4 2014 | Q3 2023 | 36 |
DUBUQUE BANK & TRUST CO | 23 | 1 | 0.01% | 0.26% | 0.94% | Q3 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.06% | 0.44% | 1.28% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.19% | 0.45% | 0.93% | Q4 2014 | Q3 2023 | 36 |
GREATMARK INVESTMENT PARTNERS, INC. | 30 | 30 | 0.01% | 1.12% | 2.40% | Q2 2016 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 0.67% | 1.31% | 2.67% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.11% | 0.35% | 0.63% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.68% | 1.68% | Q2 2013 | Q1 2022 | 36 |
Hillsdale Investment Management Inc. | 30 | 6 | 0.00% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 36 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 1 | 0.00% | 0.25% | 1.24% | Q3 2013 | Q4 2018 | 36 |
Connor, Clark & Lunn Investment Management Ltd. | 34 | 2 | 0.01% | 0.08% | 0.48% | Q2 2014 | Q3 2023 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.26% | 0.96% | 2.62% | Q4 2014 | Q3 2023 | 36 |
HM PAYSON & CO | 36 | 36 | 0.01% | 0.30% | 1.16% | Q4 2014 | Q3 2023 | 36 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 35 | 1 | 0.04% | 0.12% | 0.28% | Q3 2013 | Q3 2022 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.20% | 0.42% | 0.74% | Q2 2013 | Q1 2022 | 36 |
ROCKLAND TRUST CO | 19 | 17 | 0.02% | 0.99% | 3.15% | Q3 2013 | Q3 2023 | 36 |
Cubic Asset Management, LLC | 35 | 35 | 0.29% | 0.59% | 0.86% | Q1 2015 | Q3 2023 | 35 |
Main Street Research LLC | 30 | 2 | 0.02% | 0.76% | 3.37% | Q2 2013 | Q2 2023 | 35 |
F&V Capital Management, LLC | 35 | 35 | 2.27% | 3.33% | 4.70% | Q1 2015 | Q3 2023 | 35 |
Edge Wealth Management LLC | 35 | 35 | 0.02% | 0.98% | 3.38% | Q2 2013 | Q4 2021 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.06% | 0.36% | 1.37% | Q2 2013 | Q4 2021 | 35 |
Martin Investment Management, LLC | 35 | 35 | 1.32% | 3.13% | 5.38% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 35 |
BURNS J W & CO INC/NY | 35 | 35 | 0.11% | 0.78% | 2.30% | Q2 2013 | Q4 2021 | 35 |
GREENWOOD CAPITAL ASSOCIATES LLC | 20 | 5 | 0.07% | 0.87% | 2.57% | Q2 2013 | Q3 2023 | 35 |
BARINGS LLC | 33 | 2 | 0.01% | 0.21% | 0.72% | Q2 2013 | Q2 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.05% | 0.15% | 0.40% | Q1 2015 | Q3 2023 | 35 |
NATIXIS | 28 | 4 | 0.01% | 0.38% | 1.75% | Q3 2015 | Q3 2023 | 35 |
Atlas Brown,Inc. | 35 | 35 | 0.10% | 0.23% | 0.47% | Q1 2015 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.29% | 0.62% | Q1 2015 | Q3 2023 | 35 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.23% | 1.12% | Q2 2013 | Q3 2018 | 35 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 4 | 0.01% | 0.92% | 2.70% | Q2 2013 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.00% | 0.95% | 3.40% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.31% | 1.85% | Q2 2013 | Q4 2021 | 35 |
Azimuth Capital Management LLC | 35 | 35 | 0.04% | 0.28% | 0.79% | Q3 2013 | Q1 2022 | 35 |
Hudock, Inc. | 35 | 35 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2022 | 35 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 35 | 35 | 0.02% | 0.19% | 1.02% | Q1 2014 | Q3 2022 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.51% | 1.98% | Q2 2013 | Q4 2021 | 35 |
Baldwin Investment Management, LLC | 35 | 35 | 0.03% | 0.20% | 0.41% | Q2 2013 | Q4 2021 | 35 |
FORVIS Wealth Advisors, LLC | 16 | 8 | 0.01% | 0.08% | 0.22% | Q2 2014 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.17% | 0.52% | 1.16% | Q2 2013 | Q4 2021 | 35 |
S&CO INC | 35 | 35 | 0.03% | 0.09% | 0.23% | Q2 2013 | Q4 2021 | 35 |
ASSETMARK, INC | 34 | 1 | 0.00% | 0.19% | 0.72% | Q4 2014 | Q3 2023 | 35 |
VALUEWORKS LLC | 22 | 13 | 0.78% | 3.04% | 7.02% | Q4 2014 | Q3 2023 | 35 |
Nippon Life Global Investors Americas, Inc. | 35 | 35 | 0.22% | 1.09% | 2.25% | Q2 2013 | Q4 2021 | 35 |
TDAM USA INC. | 35 | 35 | 0.05% | 0.30% | 0.93% | Q2 2013 | Q4 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q4 2021 | 35 |
TCTC Holdings, LLC | 34 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.11% | 0.33% | Q4 2013 | Q2 2022 | 35 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 34 | 34 | 0.06% | 0.27% | 0.58% | Q2 2015 | Q3 2023 | 34 |
GREENLEAF TRUST | 34 | 34 | 0.01% | 0.11% | 0.55% | Q2 2015 | Q3 2023 | 34 |
Archford Capital Strategies, LLC | 15 | 1 | 0.01% | 0.08% | 0.28% | Q1 2014 | Q3 2023 | 34 |
Indiana Trust & Investment Management CO | 33 | 1 | 0.01% | 0.41% | 0.79% | Q3 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.19% | 0.41% | Q2 2015 | Q3 2023 | 34 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 22 | 12 | 0.21% | 0.52% | 2.10% | Q3 2014 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.08% | 0.53% | 0.79% | Q2 2013 | Q2 2021 | 34 |
Rhenman & Partners Asset Management AB | 14 | 9 | 1.00% | 2.35% | 5.63% | Q4 2013 | Q3 2023 | 34 |
CARRET ASSET MANAGEMENT, LLC | 34 | 34 | 0.06% | 0.09% | 0.29% | Q2 2015 | Q3 2023 | 34 |
RFG Advisory, LLC | 16 | 1 | 0.01% | 0.24% | 2.60% | Q1 2015 | Q3 2023 | 34 |
KINGS POINT CAPITAL MANAGEMENT | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2021 | 34 |
HENNESSY ADVISORS INC | 31 | 1 | 0.01% | 0.25% | 0.82% | Q1 2014 | Q3 2023 | 34 |
CLARK ESTATES INC/NY | 17 | 17 | 0.43% | 0.75% | 1.46% | Q1 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.10% | 0.34% | 0.64% | Q2 2013 | Q3 2021 | 34 |
MUFG Securities EMEA plc | 30 | 1 | 0.00% | 0.47% | 3.71% | Q4 2013 | Q3 2023 | 34 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 1 | 0.05% | 0.49% | 1.05% | Q2 2013 | Q3 2023 | 34 |
SeaBridge Investment Advisors LLC | 31 | 3 | 0.01% | 0.41% | 0.98% | Q2 2013 | Q4 2021 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.01% | 0.06% | 0.39% | Q2 2013 | Q3 2021 | 34 |
SSI INVESTMENT MANAGEMENT LLC | 29 | 2 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q1 2023 | 34 |
GIRARD PARTNERS LTD. | 27 | 3 | 0.02% | 0.46% | 1.30% | Q4 2013 | Q2 2023 | 34 |
Brown Advisory Securities, LLC | 34 | 34 | 0.14% | 0.35% | 0.79% | Q2 2014 | Q3 2022 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.43% | 0.84% | 1.57% | Q2 2013 | Q3 2021 | 34 |
First Personal Financial Services | 30 | 4 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 34 |
PLATINUM INVESTMENT MANAGEMENT LTD | 31 | 3 | 0.01% | 2.89% | 6.40% | Q2 2013 | Q2 2023 | 34 |
Fiera Capital Corp | 23 | 2 | 0.00% | 0.11% | 0.41% | Q2 2013 | Q4 2022 | 34 |
Tredje AP-fonden | 34 | 34 | 0.05% | 0.47% | 1.99% | Q2 2015 | Q3 2023 | 34 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 34 | 34 | 0.22% | 0.53% | 1.51% | Q2 2015 | Q3 2023 | 34 |
PALISADE CAPITAL MANAGEMENT, LP | 30 | 4 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 34 |
Regal Investment Advisors LLC | 18 | 1 | 0.00% | 0.28% | 1.03% | Q2 2013 | Q3 2023 | 34 |
PARADIGM ASSET MANAGEMENT CO LLC | 22 | 2 | 0.07% | 0.37% | 0.97% | Q4 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.06% | 0.17% | 0.43% | Q2 2015 | Q3 2023 | 34 |
Artemis Investment Management LLP | 29 | 5 | 0.00% | 0.33% | 1.56% | Q3 2014 | Q3 2023 | 34 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 6 | 0.02% | 0.09% | 0.18% | Q1 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.28% | 0.41% | 0.70% | Q2 2013 | Q3 2021 | 34 |
Spears Abacus Advisors LLC | 34 | 34 | 0.32% | 1.69% | 3.09% | Q2 2013 | Q3 2021 | 34 |
Caprock Group, LLC | 31 | 3 | 0.06% | 0.16% | 0.53% | Q4 2014 | Q3 2023 | 34 |
Bray Capital Advisors | 23 | 1 | 0.00% | 0.14% | 0.58% | Q4 2014 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.10% | 0.59% | 1.31% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.07% | 0.25% | Q4 2015 | Q4 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.09% | 0.34% | 1.21% | Q2 2013 | Q2 2021 | 33 |
ClariVest Asset Management LLC | 18 | 15 | 0.00% | 0.81% | 2.60% | Q2 2013 | Q3 2023 | 33 |
Richard Bernstein Advisors LLC | 21 | 1 | 0.00% | 0.24% | 0.78% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q1 2022 | 33 |
GRIMES & COMPANY, INC. | 24 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 33 |
WealthTrust Axiom LLC | 33 | 33 | 0.09% | 0.91% | 1.98% | Q3 2015 | Q3 2023 | 33 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.17% | 0.61% | Q4 2015 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.18% | 0.78% | 1.52% | Q4 2012 | Q1 2021 | 33 |
ROWLANDMILLER & PARTNERS.ADV | 27 | 6 | 0.05% | 0.46% | 0.88% | Q4 2014 | Q4 2023 | 33 |
Quantbot Technologies LP | 16 | 1 | 0.01% | 0.21% | 1.00% | Q4 2013 | Q3 2023 | 33 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 20 | 13 | 0.01% | 0.78% | 1.40% | Q3 2014 | Q3 2023 | 33 |
BAILARD, INC. | 33 | 33 | 0.02% | 0.21% | 1.79% | Q3 2015 | Q3 2023 | 33 |
IMS Capital Management | 23 | 10 | 0.14% | 0.65% | 1.82% | Q2 2015 | Q3 2023 | 33 |
Busey Bank | 24 | 9 | 0.02% | 0.41% | 1.02% | Q3 2014 | Q3 2023 | 33 |
BP PLC | 33 | 33 | 0.08% | 0.44% | 0.77% | Q2 2013 | Q2 2021 | 33 |
Thomasville National Bank | 14 | 3 | 0.03% | 1.12% | 2.12% | Q3 2013 | Q3 2023 | 33 |
WASHINGTON TRUST Co | 18 | 15 | 0.00% | 0.31% | 1.24% | Q1 2014 | Q3 2023 | 33 |
First American Bank | 20 | 4 | 0.12% | 0.91% | 2.77% | Q2 2013 | Q4 2021 | 33 |
ROPES WEALTH ADVISORS LLC | 29 | 4 | 0.04% | 0.19% | 0.41% | Q1 2015 | Q3 2023 | 33 |
Vident Investment Advisory, LLC | 33 | 33 | 0.01% | 0.24% | 0.52% | Q2 2015 | Q2 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.15% | 0.48% | 1.82% | Q2 2013 | Q3 2023 | 33 |
FORT, L.P. | 33 | 33 | 0.21% | 1.26% | 5.46% | Q3 2015 | Q3 2023 | 33 |
Addenda Capital Inc. | 33 | 33 | 0.10% | 0.65% | 1.40% | Q2 2013 | Q2 2021 | 33 |
Koshinski Asset Management, Inc. | 18 | 15 | 0.02% | 0.14% | 0.45% | Q4 2014 | Q3 2023 | 33 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 20 | 13 | 0.02% | 0.38% | 1.31% | Q2 2013 | Q3 2023 | 33 |
Haverford Trust Co | 23 | 10 | 0.00% | 0.18% | 1.70% | Q2 2013 | Q3 2023 | 33 |
Stonebridge Capital Advisors LLC | 33 | 33 | 0.38% | 0.99% | 1.61% | Q3 2015 | Q3 2023 | 33 |
Pinnacle Wealth Management Advisory Group, LLC | 33 | 33 | 0.13% | 0.25% | 0.65% | Q3 2015 | Q3 2023 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.24% | 0.98% | 2.32% | Q2 2013 | Q2 2021 | 33 |
Brandywine Global Investment Management, LLC | 24 | 9 | 0.22% | 0.69% | 1.18% | Q4 2014 | Q3 2023 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 29 | 4 | 0.02% | 0.06% | 0.19% | Q2 2015 | Q3 2023 | 33 |
Van Hulzen Asset Management, LLC | 21 | 12 | 0.04% | 0.53% | 2.08% | Q2 2015 | Q3 2023 | 33 |
Regent Investment Management LLC | 33 | 33 | 0.10% | 1.02% | 2.49% | Q2 2013 | Q2 2021 | 33 |
TUDOR INVESTMENT CORP ET AL | 14 | 1 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q2 2023 | 32 |
THOMPSON SIEGEL & WALMSLEY LLC | 26 | 6 | 0.00% | 0.17% | 0.34% | Q2 2014 | Q3 2023 | 32 |
Catalyst Capital Advisors LLC | 15 | 1 | 0.00% | 0.31% | 2.20% | Q2 2013 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.08% | 0.89% | 1.78% | Q4 2015 | Q3 2023 | 32 |
Mint Tower Capital Management B.V. | 5 | 3 | 0.00% | 0.39% | 1.20% | Q4 2017 | Q4 2022 | 32 |
RPG Investment Advisory, LLC | 32 | 32 | 0.91% | 1.62% | 2.38% | Q4 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.11% | 0.46% | 0.92% | Q2 2013 | Q4 2023 | 32 |
PDT Partners, LLC | 17 | 1 | 0.01% | 0.47% | 1.54% | Q2 2013 | Q1 2023 | 32 |
Chicago Partners Investment Group LLC | 17 | 15 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 32 |
CAPITAL INTERNATIONAL LTD /CA/ | 23 | 2 | 0.06% | 2.00% | 7.84% | Q2 2013 | Q3 2023 | 32 |
Peak Asset Management, LLC | 29 | 29 | 0.00% | 0.84% | 2.25% | Q4 2014 | Q4 2021 | 32 |
HOLLENCREST CAPITAL MANAGEMENT | 26 | 2 | 0.01% | 0.07% | 0.17% | Q4 2013 | Q3 2023 | 32 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 26 | 6 | 0.02% | 0.14% | 0.50% | Q2 2013 | Q2 2021 | 32 |
CWA Asset Management Group, LLC | 30 | 1 | 0.00% | 0.25% | 0.88% | Q4 2015 | Q3 2023 | 32 |
Violich Capital Management, Inc. | 30 | 2 | 0.04% | 1.06% | 2.11% | Q2 2014 | Q1 2023 | 32 |
MERIDIAN INVESTMENT COUNSEL INC. | 32 | 32 | 0.15% | 0.84% | 1.39% | Q4 2015 | Q3 2023 | 32 |
Hanson & Doremus Investment Management | 32 | 32 | 0.00% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.01% | 0.11% | 0.64% | Q4 2015 | Q3 2023 | 32 |
Private Ocean, LLC | 32 | 32 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q3 2021 | 32 |
CCM INVESTMENT ADVISERS LLC | 17 | 15 | 0.03% | 1.18% | 2.01% | Q2 2013 | Q3 2023 | 32 |
Bellevue Group AG | 31 | 31 | 0.01% | 0.89% | 3.89% | Q1 2016 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.06% | 0.15% | 0.33% | Q4 2015 | Q3 2023 | 32 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 32 | 32 | 0.16% | 1.04% | 1.86% | Q2 2014 | Q1 2022 | 32 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 21 | 11 | 0.02% | 0.36% | 0.88% | Q4 2013 | Q3 2023 | 32 |
AIMZ Investment Advisors, LLC | 30 | 1 | 0.18% | 2.17% | 3.32% | Q2 2015 | Q3 2023 | 32 |
GSA CAPITAL PARTNERS LLP | 22 | 1 | 0.02% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.52% | 1.47% | 3.62% | Q4 2015 | Q3 2023 | 32 |
FIRST HAWAIIAN BANK | 12 | 9 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.10% | 0.30% | Q1 2016 | Q4 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.17% | 0.71% | 1.44% | Q2 2013 | Q1 2021 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.48% | 1.22% | 2.21% | Q2 2013 | Q1 2021 | 32 |
Capula Management Ltd | 7 | 1 | 0.00% | 0.18% | 1.48% | Q3 2019 | Q2 2023 | 32 |
AUXIER ASSET MANAGEMENT | 32 | 32 | 0.05% | 0.14% | 0.22% | Q4 2015 | Q3 2023 | 32 |
TORRAY INVESTMENT PARTNERS LLC | 17 | 15 | 0.06% | 1.05% | 2.88% | Q2 2013 | Q3 2023 | 32 |
Clean Yield Group | 31 | 1 | 0.00% | 0.86% | 1.63% | Q3 2015 | Q3 2023 | 32 |
Point72 Hong Kong Ltd | 9 | 2 | 0.00% | 0.12% | 0.90% | Q4 2014 | Q3 2022 | 32 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 1 | 0.02% | 0.18% | 0.48% | Q2 2010 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.11% | 0.41% | Q1 2016 | Q3 2023 | 31 |
FIRST MERCANTILE TRUST CO | 30 | 1 | 0.02% | 0.28% | 0.72% | Q2 2013 | Q3 2021 | 31 |
Harbour Capital Advisors, LLC | 31 | 31 | 0.18% | 0.78% | 1.36% | Q1 2013 | Q3 2020 | 31 |
MONARCH CAPITAL MANAGEMENT INC/ | 31 | 31 | 0.29% | 1.25% | 2.05% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.10% | 0.21% | 0.36% | Q1 2016 | Q3 2023 | 31 |
AMERICAN NATIONAL BANK | 23 | 8 | 0.01% | 0.60% | 1.31% | Q3 2014 | Q3 2023 | 31 |
PGGM Investments | 26 | 5 | 0.10% | 0.45% | 0.92% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.07% | 0.20% | Q1 2016 | Q3 2023 | 31 |
AlphaMark Advisors, LLC | 26 | 2 | 0.00% | 0.24% | 2.76% | Q2 2013 | Q3 2023 | 31 |
Simplicity Solutions, LLC | 24 | 7 | 0.01% | 0.14% | 0.53% | Q2 2015 | Q3 2023 | 31 |
NICHOLAS COMPANY, INC. | 31 | 31 | 0.44% | 1.96% | 4.27% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.07% | 0.20% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.17% | 0.38% | 0.68% | Q2 2013 | Q4 2020 | 31 |
Barry Investment Advisors, LLC | 31 | 31 | 0.09% | 0.19% | 0.43% | Q1 2016 | Q3 2023 | 31 |
SNS Financial Group, LLC | 25 | 4 | 0.01% | 0.25% | 1.32% | Q2 2015 | Q4 2022 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.22% | 0.50% | Q2 2014 | Q4 2021 | 31 |
GROUP ONE TRADING, L.P. | 22 | 1 | 0.00% | 0.08% | 0.16% | Q1 2014 | Q3 2022 | 31 |
Virtus ETF Advisers LLC | 18 | 13 | 0.09% | 0.32% | 1.61% | Q4 2015 | Q3 2023 | 31 |
WINTON GROUP Ltd | 20 | 1 | 0.00% | 0.38% | 1.51% | Q2 2014 | Q3 2023 | 31 |
THOMAS WHITE INTERNATIONAL LTD | 20 | 11 | 0.00% | 0.19% | 0.80% | Q2 2013 | Q2 2023 | 31 |
Curbstone Financial Management Corp | 22 | 4 | 0.08% | 0.42% | 0.85% | Q1 2014 | Q4 2023 | 31 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.01% | 0.32% | 0.91% | Q2 2014 | Q4 2021 | 31 |
Hartford Financial Management Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.02% | 0.15% | 0.48% | Q4 2015 | Q3 2023 | 31 |
Bragg Financial Advisors, Inc | 31 | 31 | 0.01% | 0.19% | 0.38% | Q2 2015 | Q4 2022 | 31 |
ST GERMAIN D J CO INC | 24 | 3 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q4 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.12% | 0.34% | 0.62% | Q2 2013 | Q4 2020 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.02% | 0.71% | 1.82% | Q4 2014 | Q2 2022 | 31 |
Crossvault Capital Management LLC | 31 | 31 | 0.42% | 1.69% | 3.37% | Q4 2014 | Q2 2022 | 31 |
Shelter Mutual Insurance Co | 31 | 31 | 0.50% | 1.08% | 1.90% | Q1 2016 | Q3 2023 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.22% | 0.64% | 1.20% | Q4 2013 | Q2 2021 | 31 |
WESTPORT ASSET MANAGEMENT INC | 28 | 1 | 0.18% | 0.55% | 1.01% | Q2 2015 | Q3 2023 | 31 |
Bridgewater Associates | 13 | 6 | 0.02% | 0.15% | 0.40% | Q4 2013 | Q3 2023 | 31 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.21% | 0.80% | Q4 2016 | Q3 2023 | 31 |
American Research & Management Co. | 29 | 2 | 0.00% | 0.43% | 0.72% | Q3 2014 | Q3 2022 | 31 |
Glenview Trust Co | 28 | 1 | 0.04% | 0.45% | 1.30% | Q4 2013 | Q3 2023 | 31 |
Vigilant Capital Management, LLC | 24 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 31 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 31 |
BRAVE ASSET MANAGEMENT INC | 20 | 10 | 0.12% | 0.72% | 1.82% | Q4 2013 | Q2 2021 | 31 |
ZEVIN ASSET MANAGEMENT LLC | 16 | 14 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 30 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.00% | 0.05% | 0.20% | Q1 2017 | Q3 2023 | 30 |
BECK MACK & OLIVER LLC | 30 | 30 | 0.01% | 0.56% | 1.86% | Q2 2013 | Q3 2020 | 30 |
Homrich & Berg | 30 | 30 | 0.01% | 0.04% | 0.13% | Q2 2014 | Q3 2021 | 30 |
Clear Harbor Asset Management, LLC | 26 | 4 | 0.02% | 0.21% | 0.64% | Q2 2014 | Q3 2023 | 30 |
CPWM, LLC | 30 | 30 | 0.08% | 0.17% | 0.33% | Q2 2015 | Q3 2022 | 30 |
AEGON ASSET MANAGEMENT UK PLC | 17 | 13 | 0.62% | 1.11% | 1.92% | Q1 2014 | Q2 2023 | 30 |
FIRST INTERSTATE BANK | 29 | 1 | 0.03% | 1.55% | 2.20% | Q2 2013 | Q1 2022 | 30 |
Private Harbour Investment Management & Counsel, LLC | 24 | 6 | 0.21% | 1.50% | 3.17% | Q2 2013 | Q2 2021 | 30 |
Penobscot Investment Management Company, Inc. | 25 | 1 | 0.03% | 0.10% | 0.21% | Q3 2014 | Q3 2023 | 30 |
Dynamic Advisor Solutions LLC | 23 | 1 | 0.00% | 0.22% | 0.99% | Q4 2013 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.36% | 0.51% | 0.91% | Q1 2016 | Q3 2023 | 30 |
First Heartland Consultants, Inc. | 15 | 15 | 0.02% | 0.35% | 1.66% | Q3 2014 | Q3 2023 | 30 |
WIMMER ASSOCIATES 1, LLC | 25 | 5 | 0.12% | 0.34% | 1.33% | Q4 2015 | Q3 2023 | 30 |
AJO, LP | 30 | 30 | 0.03% | 0.52% | 1.24% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.02% | 0.11% | 0.21% | Q2 2016 | Q3 2023 | 30 |
WASHINGTON TRUST BANK | 21 | 4 | 0.01% | 0.11% | 0.35% | Q1 2014 | Q3 2023 | 30 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 30 | 30 | 0.49% | 1.01% | 1.81% | Q2 2013 | Q3 2020 | 30 |
RMB Capital Management, LLC | 30 | 30 | 0.01% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 30 |
BAR HARBOR TRUST SERVICES | 19 | 11 | 0.00% | 0.30% | 0.95% | Q2 2014 | Q2 2022 | 30 |
BOURGEON CAPITAL MANAGEMENT LLC | 19 | 1 | 0.11% | 1.35% | 3.16% | Q2 2014 | Q3 2023 | 30 |
Psagot Value Holdings Ltd. | 30 | 30 | 0.00% | 0.50% | 1.13% | Q2 2014 | Q3 2021 | 30 |
KELLEHER FINANCIAL ADVISORS | 18 | 12 | 0.15% | 0.34% | 0.74% | Q1 2016 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.12% | 0.32% | Q1 2016 | Q2 2023 | 30 |
M&R CAPITAL MANAGEMENT INC | 30 | 30 | 0.00% | 0.07% | 0.30% | Q2 2014 | Q3 2021 | 30 |
Plancorp, LLC | 15 | 1 | 0.02% | 0.41% | 2.04% | Q1 2015 | Q3 2023 | 30 |
Strategic Advisors LLC | 16 | 4 | 0.06% | 0.30% | 0.88% | Q2 2014 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.05% | 0.32% | 0.49% | Q2 2013 | Q3 2020 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.10% | 0.17% | 0.48% | Q2 2013 | Q3 2020 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.02% | 0.09% | 0.32% | Q2 2013 | Q3 2020 | 30 |
HARVEY CAPITAL MANAGEMENT INC | 30 | 30 | 0.70% | 3.79% | 6.30% | Q2 2013 | Q3 2020 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.14% | 0.30% | Q2 2013 | Q3 2020 | 30 |
Sand Hill Global Advisors, LLC | 30 | 30 | 0.12% | 0.61% | 3.80% | Q2 2014 | Q3 2021 | 30 |
VICUS CAPITAL | 20 | 2 | 0.02% | 0.07% | 0.18% | Q4 2015 | Q3 2023 | 30 |
AFFINITY INVESTMENT ADVISORS, LLC | 15 | 14 | 0.55% | 0.89% | 1.47% | Q3 2013 | Q3 2023 | 29 |
Healthcare Value Capital, LLC | 11 | 9 | 3.13% | 10.75% | 31.33% | Q3 2016 | Q3 2021 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 29 |
Arvest Bank Trust Division | 29 | 29 | 0.64% | 1.33% | 2.33% | Q3 2014 | Q3 2021 | 29 |
Exchange Capital Management, Inc. | 15 | 1 | 0.00% | 0.60% | 1.82% | Q4 2014 | Q3 2023 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 1 | 0.08% | 0.52% | 1.19% | Q2 2013 | Q3 2022 | 29 |
Handelsbanken Fonder AB | 15 | 14 | 0.11% | 0.32% | 1.28% | Q4 2015 | Q3 2023 | 29 |
HANCOCK WHITNEY CORP | 21 | 8 | 0.06% | 0.20% | 0.47% | Q3 2014 | Q3 2023 | 29 |
United Asset Strategies, Inc. | 21 | 1 | 0.21% | 1.38% | 3.25% | Q2 2014 | Q3 2023 | 29 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 29 | 29 | 0.20% | 2.08% | 3.56% | Q1 2016 | Q1 2023 | 29 |
Trexquant Investment LP | 12 | 1 | 0.01% | 0.23% | 0.50% | Q1 2015 | Q3 2023 | 29 |
Shoker Investment Counsel, Inc. | 29 | 29 | 0.19% | 0.41% | 0.72% | Q3 2016 | Q3 2023 | 29 |
ARGI Investment Services, LLC | 29 | 29 | 0.05% | 0.12% | 0.34% | Q4 2015 | Q4 2022 | 29 |
WINTRUST INVESTMENTS LLC | 21 | 8 | 0.03% | 0.55% | 1.92% | Q2 2016 | Q3 2023 | 29 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.18% | 1.25% | Q2 2015 | Q2 2023 | 29 |
DORCHESTER WEALTH MANAGEMENT Co | 19 | 10 | 0.04% | 0.96% | 1.89% | Q2 2015 | Q3 2023 | 29 |
FAIRFIELD, BUSH & CO. | 27 | 1 | 0.00% | 0.16% | 0.44% | Q4 2014 | Q2 2023 | 29 |
FIRST FINANCIAL CORP /IN/ | 27 | 1 | 0.01% | 0.13% | 0.52% | Q2 2013 | Q3 2023 | 29 |
First PREMIER Bank | 29 | 29 | 0.22% | 0.66% | 1.42% | Q3 2016 | Q3 2023 | 29 |
USCA RIA LLC | 28 | 1 | 0.07% | 0.54% | 1.07% | Q1 2014 | Q2 2021 | 29 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18 | 11 | 0.03% | 0.15% | 0.28% | Q2 2016 | Q3 2023 | 29 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.26% | 0.85% | Q2 2013 | Q3 2019 | 29 |
BBVA USA Bancshares, Inc. | 29 | 29 | 0.01% | 0.13% | 0.29% | Q1 2014 | Q1 2021 | 29 |
HOURGLASS CAPITAL, LLC | 29 | 29 | 0.06% | 0.94% | 2.26% | Q2 2014 | Q2 2021 | 29 |
BENEDICT FINANCIAL ADVISORS INC | 29 | 29 | 0.24% | 0.56% | 1.00% | Q3 2016 | Q3 2023 | 29 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 22 | 7 | 0.12% | 1.22% | 3.32% | Q2 2013 | Q3 2021 | 29 |
Beech Hill Advisors, Inc. | 14 | 7 | 0.26% | 1.10% | 3.07% | Q2 2014 | Q3 2023 | 29 |
Formidable Asset Management, LLC | 15 | 1 | 0.05% | 0.17% | 0.40% | Q1 2014 | Q4 2022 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.06% | 0.18% | 0.43% | Q4 2015 | Q4 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.15% | 0.70% | 1.60% | Q4 2013 | Q4 2020 | 29 |
IMA Wealth, Inc. | 27 | 2 | 0.00% | 0.34% | 1.82% | Q1 2015 | Q1 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.01% | 0.26% | 1.29% | Q4 2015 | Q4 2022 | 29 |
Greylin Investment Management, Inc | 27 | 2 | 0.06% | 1.31% | 3.02% | Q2 2016 | Q3 2023 | 29 |
Drexel Morgan & Co. | 16 | 13 | 0.14% | 0.48% | 0.74% | Q2 2013 | Q2 2021 | 29 |
Nelson Capital Management, LLC | 29 | 29 | 0.95% | 1.65% | 2.84% | Q2 2013 | Q2 2020 | 29 |
Cascade Investment Advisors, Inc. | 28 | 1 | 0.17% | 1.11% | 1.95% | Q2 2016 | Q3 2023 | 29 |
SECTOR GAMMA AS | 29 | 29 | 1.41% | 6.66% | 14.04% | Q3 2016 | Q3 2023 | 29 |
Harel Insurance Investments & Financial Services Ltd. | 28 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 29 |
GREAT LAKES ADVISORS, LLC | 21 | 1 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 28 |
MASTERS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.19% | 1.98% | 6.21% | Q3 2015 | Q3 2022 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.16% | 0.24% | 0.38% | Q4 2016 | Q3 2023 | 28 |
PATTON ALBERTSON MILLER GROUP, LLC | 22 | 2 | 0.06% | 0.62% | 1.77% | Q3 2013 | Q4 2020 | 28 |
Voya Financial Advisors, Inc. | 25 | 3 | 0.02% | 0.13% | 0.49% | Q1 2015 | Q4 2022 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 28 |
DAVIDSON INVESTMENT ADVISORS | 28 | 28 | 0.64% | 1.66% | 2.86% | Q2 2013 | Q1 2020 | 28 |
THORNBURG INVESTMENT MANAGEMENT INC | 28 | 28 | 0.23% | 0.68% | 1.68% | Q2 2013 | Q1 2020 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.07% | 0.18% | 0.36% | Q4 2016 | Q3 2023 | 28 |
WESTWOOD HOLDINGS GROUP INC | 15 | 1 | 0.00% | 0.42% | 1.29% | Q2 2014 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.11% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.00% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.19% | 0.34% | 0.57% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.09% | 0.25% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.14% | 0.41% | 1.26% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.16% | 0.60% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.07% | 0.83% | 2.51% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.13% | 0.21% | 0.30% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.02% | 0.10% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.06% | 0.12% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.43% | 1.07% | 3.25% | Q4 2016 | Q3 2023 | 28 |
Lombard Odier Asset Management (USA) Corp | 14 | 1 | 0.04% | 0.70% | 2.41% | Q2 2013 | Q3 2022 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.04% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 28 |
Douglas Lane & Associates, LLC | 24 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.36% | 3.65% | Q4 2014 | Q3 2023 | 28 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 3 | 0.00% | 0.21% | 0.72% | Q3 2013 | Q3 2023 | 28 |
TOWER BRIDGE ADVISORS | 16 | 12 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 28 |
V Wealth Advisors LLC | 18 | 10 | 0.04% | 0.31% | 1.95% | Q1 2016 | Q1 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.06% | 0.34% | 1.08% | Q4 2016 | Q3 2023 | 28 |
Lido Advisors, LLC | 26 | 2 | 0.01% | 0.06% | 0.17% | Q1 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 26 | 2 | 0.02% | 0.06% | 0.23% | Q2 2016 | Q3 2023 | 28 |
EXANE DERIVATIVES | 14 | 14 | 0.07% | 0.37% | 2.57% | Q4 2014 | Q2 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2022 | 28 |
Burt Wealth Advisors | 25 | 3 | 0.03% | 0.12% | 0.26% | Q4 2014 | Q2 2023 | 28 |
MASTRAPASQUA ASSET MANAGEMENT INC | 17 | 5 | 0.03% | 1.45% | 4.57% | Q2 2013 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.12% | 1.72% | Q2 2013 | Q1 2020 | 28 |
EDGAR LOMAX CO/VA | 23 | 5 | 0.53% | 0.82% | 1.45% | Q4 2015 | Q3 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.10% | 0.39% | 1.14% | Q2 2013 | Q1 2020 | 28 |
W.G. Shaheen & Associates DBA Whitney & Co | 28 | 28 | 0.59% | 1.04% | 1.68% | Q2 2014 | Q1 2021 | 28 |
LVW Advisors, LLC | 18 | 10 | 0.06% | 0.15% | 0.79% | Q4 2014 | Q3 2023 | 28 |
TIEMANN INVESTMENT ADVISORS, LLC | 18 | 1 | 0.10% | 0.23% | 0.46% | Q4 2013 | Q2 2023 | 28 |
Empirical Finance, LLC | 28 | 28 | 0.16% | 0.45% | 0.93% | Q4 2016 | Q3 2023 | 28 |
OARSMAN CAPITAL, INC. | 28 | 28 | 0.08% | 0.89% | 1.68% | Q1 2014 | Q4 2020 | 28 |
PREMIER ASSET MANAGEMENT LLC | 21 | 7 | 0.11% | 1.76% | 3.82% | Q3 2013 | Q3 2020 | 28 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 28 | 28 | 0.24% | 4.85% | 9.26% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.03% | 0.47% | 1.45% | Q2 2013 | Q1 2020 | 28 |
Sippican Capital Advisors | 28 | 28 | 0.58% | 1.52% | 2.17% | Q4 2016 | Q3 2023 | 28 |
ARGA Investment Management, LP | 28 | 28 | 0.10% | 0.80% | 2.03% | Q4 2016 | Q3 2023 | 28 |
Goelzer Investment Management, Inc. | 23 | 2 | 0.02% | 0.81% | 1.64% | Q1 2013 | Q2 2020 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q1 2023 | 28 |
American Assets Investment Management, LLC | 28 | 28 | 0.06% | 0.39% | 0.94% | Q4 2016 | Q3 2023 | 28 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 1.91% | 3.88% | Q1 2019 | Q3 2023 | 28 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.03% | 0.44% | 0.98% | Q3 2006 | Q4 2019 | 28 |
BLUESTEIN R H & CO LLC | 15 | 1 | 0.01% | 0.60% | 2.08% | Q2 2013 | Q3 2022 | 28 |
GRIFFIN ASSET MANAGEMENT, INC. | 26 | 2 | 0.13% | 0.23% | 0.41% | Q3 2015 | Q3 2023 | 28 |
BTR CAPITAL MANAGEMENT INC | 28 | 28 | 0.13% | 0.85% | 1.96% | Q2 2013 | Q1 2020 | 28 |
AMERICAN FINANCIAL GROUP INC | 28 | 28 | 0.17% | 0.77% | 1.36% | Q1 2014 | Q4 2020 | 28 |
CORNERCAP INVESTMENT COUNSEL INC | 15 | 2 | 0.03% | 0.64% | 1.70% | Q2 2014 | Q3 2023 | 28 |
GHP Investment Advisors, Inc. | 28 | 28 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Jupiter Investment Management Ltd | 20 | 8 | 0.01% | 0.85% | 2.51% | Q2 2013 | Q2 2020 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.04% | 0.24% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.14% | 0.69% | 1.35% | Q2 2013 | Q1 2020 | 28 |
GAMCO INVESTORS, INC. ET AL | 26 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 28 |
HENDLEY & CO INC | 28 | 28 | 0.10% | 0.81% | 1.88% | Q1 2015 | Q4 2021 | 28 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Intersect Capital LLC | 19 | 3 | 0.04% | 0.21% | 0.51% | Q4 2014 | Q2 2022 | 27 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 27 | 27 | 1.72% | 3.14% | 4.82% | Q2 2013 | Q4 2019 | 27 |
CADENCE CAPITAL MANAGEMENT LLC | 27 | 27 | 0.15% | 0.45% | 1.05% | Q1 2014 | Q3 2020 | 27 |
Mork Capital Management, LLC | 27 | 27 | 0.64% | 0.92% | 1.54% | Q1 2017 | Q3 2023 | 27 |
Rock Point Advisors, LLC | 27 | 27 | 0.75% | 2.65% | 4.79% | Q2 2016 | Q4 2022 | 27 |
Foundry Partners, LLC | 12 | 4 | 0.01% | 0.73% | 1.62% | Q4 2013 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.30% | 0.50% | 0.79% | Q2 2013 | Q4 2019 | 27 |
Whitnell & Co. | 27 | 27 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Portland Global Advisors LLC | 27 | 27 | 0.06% | 0.14% | 0.32% | Q1 2014 | Q3 2020 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.06% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Morningstar Investment Services LLC | 15 | 1 | 0.00% | 0.06% | 0.19% | Q2 2014 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Brookmont Capital Management | 27 | 27 | 0.95% | 1.56% | 2.46% | Q1 2017 | Q3 2023 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.02% | 0.15% | 0.29% | Q4 2013 | Q2 2020 | 27 |
Mirador Capital Partners LP | 27 | 27 | 0.17% | 0.36% | 0.97% | Q1 2017 | Q3 2023 | 27 |
Independent Advisor Alliance | 24 | 3 | 0.02% | 0.10% | 0.70% | Q4 2016 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.43% | 0.93% | Q1 2013 | Q3 2019 | 27 |
LORD, ABBETT & CO. LLC | 9 | 1 | 0.00% | 0.09% | 0.62% | Q2 2013 | Q1 2023 | 27 |
Artemis Wealth Advisors, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
HYMAN CHARLES D | 27 | 27 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
BECKER CAPITAL MANAGEMENT INC | 27 | 27 | 0.07% | 1.28% | 2.23% | Q1 2017 | Q3 2023 | 27 |
Summit Street Capital Management, LLC | 13 | 3 | 0.84% | 2.75% | 4.49% | Q3 2015 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.34% | 0.77% | 1.51% | Q1 2017 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.07% | 0.86% | 2.01% | Q2 2013 | Q4 2019 | 27 |
PFM Health Sciences, LP | 12 | 3 | 0.02% | 3.00% | 9.36% | Q1 2013 | Q1 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.09% | 0.25% | Q1 2017 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.03% | 0.15% | 0.28% | Q1 2017 | Q3 2023 | 27 |
Cetera Investment Advisers | 15 | 12 | 0.02% | 0.14% | 0.54% | Q4 2015 | Q3 2023 | 27 |
Capital Asset Advisory Services LLC | 26 | 1 | 0.03% | 0.37% | 1.84% | Q1 2016 | Q3 2023 | 27 |
CKW FINANCIAL GROUP | 20 | 7 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 27 |
GW HENSSLER & ASSOCIATES LTD | 27 | 27 | 0.65% | 1.04% | 1.39% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.06% | 0.20% | 0.41% | Q2 2013 | Q4 2019 | 27 |
Avantax Planning Partners, Inc. | 22 | 5 | 0.01% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 27 |
DT Investment Partners, LLC | 27 | 27 | 0.02% | 0.25% | 0.50% | Q1 2017 | Q3 2023 | 27 |
AMICA MUTUAL INSURANCE CO | 27 | 27 | 0.29% | 0.58% | 0.95% | Q2 2013 | Q4 2019 | 27 |
Parsec Financial Management, Inc. | 27 | 27 | 0.04% | 0.44% | 1.07% | Q2 2015 | Q4 2021 | 27 |
Cypress Capital Management LLC (WY) | 17 | 10 | 0.00% | 1.30% | 4.69% | Q4 2014 | Q2 2022 | 27 |
ALLSTATE CORP | 16 | 1 | 0.02% | 0.11% | 0.45% | Q1 2014 | Q3 2023 | 27 |
Wellington Shields Capital Management, LLC | 22 | 1 | 0.00% | 0.22% | 0.73% | Q2 2013 | Q3 2023 | 27 |
New England Research & Management, Inc. | 26 | 1 | 0.20% | 0.66% | 1.23% | Q1 2014 | Q2 2022 | 27 |
Country Club Trust Company, n.a. | 13 | 1 | 0.02% | 0.07% | 0.16% | Q4 2013 | Q4 2021 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.25% | 0.46% | Q3 2013 | Q2 2020 | 27 |
Ridgewood Investments LLC | 26 | 26 | 0.01% | 0.60% | 1.19% | Q1 2017 | Q2 2023 | 26 |
CAPITAL MANAGEMENT CORP /VA | 26 | 26 | 0.86% | 2.66% | 4.62% | Q2 2015 | Q3 2021 | 26 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.26% | 0.97% | Q4 2014 | Q3 2023 | 26 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.30% | Q2 2013 | Q4 2017 | 26 |
ZWJ INVESTMENT COUNSEL INC | 25 | 1 | 0.02% | 1.61% | 2.71% | Q2 2013 | Q4 2019 | 26 |
Strategic Global Advisors, LLC | 24 | 2 | 0.50% | 1.08% | 2.26% | Q4 2014 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q4 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.03% | 0.16% | 0.35% | Q2 2013 | Q3 2019 | 26 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 26 | 26 | 0.27% | 0.64% | 0.96% | Q4 2013 | Q1 2020 | 26 |
IBERIABANK CORP | 14 | 12 | 0.03% | 0.20% | 0.47% | Q4 2012 | Q2 2020 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.41% | 1.08% | 2.21% | Q2 2013 | Q3 2019 | 26 |
NORTHEAST INVESTMENT MANAGEMENT | 22 | 2 | 0.01% | 1.28% | 2.96% | Q2 2013 | Q4 2021 | 26 |
EP Wealth Advisors, LLC | 9 | 4 | 0.00% | 0.55% | 2.48% | Q2 2013 | Q3 2023 | 26 |
State of Alaska, Department of Revenue | 25 | 1 | 0.03% | 0.28% | 0.58% | Q4 2015 | Q3 2023 | 26 |
Capital Advisors, Ltd. LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
PENN DAVIS MCFARLAND INC | 26 | 26 | 1.34% | 3.86% | 6.47% | Q1 2016 | Q2 2022 | 26 |
Swedbank | 25 | 1 | 0.44% | 1.67% | 3.22% | Q1 2014 | Q4 2020 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.27% | 0.47% | 0.92% | Q3 2016 | Q3 2023 | 26 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 1.18% | 1.82% | Q4 2016 | Q3 2023 | 26 |
WHALEROCK POINT PARTNERS, LLC | 16 | 10 | 0.18% | 1.03% | 2.44% | Q4 2013 | Q2 2020 | 26 |
Bruderman Asset Management, LLC | 12 | 1 | 0.01% | 0.67% | 2.16% | Q1 2015 | Q2 2022 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.13% | 0.52% | 2.33% | Q2 2013 | Q3 2019 | 26 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 5 | 0.00% | 0.09% | 0.56% | Q4 2015 | Q2 2022 | 26 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.03% | 0.24% | 0.86% | Q4 2014 | Q3 2022 | 26 |
PHYSICIANS FINANCIAL SERVICES, INC. | 26 | 26 | 0.24% | 0.66% | 1.06% | Q4 2015 | Q1 2022 | 26 |
MURPHY CAPITAL MANAGEMENT INC | 24 | 2 | 0.03% | 0.15% | 0.30% | Q2 2013 | Q3 2020 | 26 |
PEOPLES FINANCIAL SERVICES CORP. | 26 | 26 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q1 2021 | 26 |
ABNER HERRMAN & BROCK LLC | 26 | 26 | 0.07% | 0.25% | 0.58% | Q2 2013 | Q3 2019 | 26 |
ANDERSON HOAGLAND & CO | 26 | 26 | 0.44% | 1.26% | 1.81% | Q3 2013 | Q4 2019 | 26 |
AE Wealth Management LLC | 25 | 25 | 0.00% | 0.06% | 0.20% | Q3 2017 | Q3 2023 | 26 |
Assenagon Asset Management S.A. | 26 | 26 | 0.01% | 0.21% | 0.66% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.03% | 0.65% | 1.67% | Q2 2013 | Q3 2019 | 26 |
FOUNDATION RESOURCE MANAGEMENT INC | 26 | 26 | 1.62% | 2.81% | 4.13% | Q2 2017 | Q3 2023 | 26 |
CENTRAL BANK & TRUST CO | 16 | 2 | 0.00% | 0.36% | 1.45% | Q2 2013 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.59% | 0.84% | 1.18% | Q4 2016 | Q1 2023 | 26 |
TODD ASSET MANAGEMENT LLC | 11 | 1 | 0.02% | 0.71% | 2.19% | Q2 2013 | Q3 2023 | 26 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.11% | 0.57% | Q1 2019 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 25 | 25 | 0.08% | 0.24% | 0.42% | Q3 2013 | Q3 2019 | 25 |
HOLDERNESS INVESTMENTS CO | 15 | 10 | 0.10% | 0.21% | 0.41% | Q1 2017 | Q3 2023 | 25 |
Schonfeld Strategic Advisors LLC | 13 | 1 | 0.01% | 0.13% | 0.72% | Q1 2016 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 13 | 12 | 0.23% | 0.52% | 0.69% | Q1 2017 | Q3 2023 | 25 |
HighPoint Advisor Group LLC | 20 | 1 | 0.03% | 0.58% | 2.84% | Q4 2014 | Q2 2022 | 25 |
Mondrian Investment Partners LTD | 25 | 25 | 0.00% | 0.81% | 2.35% | Q3 2017 | Q3 2023 | 25 |
Kalos Management, Inc. | 17 | 2 | 0.08% | 0.19% | 0.43% | Q4 2015 | Q2 2022 | 25 |
M Holdings Securities, Inc. | 16 | 1 | 0.05% | 0.15% | 0.42% | Q3 2014 | Q1 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.08% | 0.57% | 1.73% | Q1 2016 | Q1 2022 | 25 |
BRIDGES INVESTMENT MANAGEMENT INC | 25 | 25 | 0.02% | 0.47% | 0.89% | Q4 2013 | Q4 2019 | 25 |
Harrington Investments, INC | 25 | 25 | 0.72% | 1.15% | 1.76% | Q3 2017 | Q3 2023 | 25 |
Lombard Odier Asset Management (Europe) Ltd | 13 | 8 | 0.02% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 25 |
WealthTrust-Arizona, LLC | 13 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.05% | 1.49% | 4.64% | Q2 2013 | Q2 2019 | 25 |
PIEDMONT INVESTMENT ADVISORS INC | 23 | 2 | 0.00% | 0.69% | 2.24% | Q2 2013 | Q1 2020 | 25 |
Premier Fund Managers Ltd | 15 | 10 | 0.01% | 1.00% | 3.73% | Q4 2015 | Q3 2023 | 25 |
MONTAG A & ASSOCIATES INC | 12 | 2 | 0.00% | 0.13% | 0.71% | Q2 2014 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.02% | 0.27% | 0.58% | Q3 2017 | Q3 2023 | 25 |
Dana Investment Advisors, Inc. | 18 | 1 | 0.01% | 0.52% | 2.02% | Q4 2013 | Q3 2023 | 25 |
Fragasso Group Inc. | 19 | 1 | 0.02% | 0.33% | 0.56% | Q1 2015 | Q4 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.16% | 0.57% | 1.01% | Q2 2013 | Q2 2019 | 25 |
Palouse Capital Management, Inc. | 25 | 25 | 1.21% | 2.09% | 3.61% | Q1 2016 | Q1 2022 | 25 |
Fairbanks Capital Management, Inc. | 25 | 25 | 0.63% | 2.05% | 3.78% | Q3 2017 | Q3 2023 | 25 |
BANK HAPOALIM BM | 23 | 2 | 0.06% | 0.49% | 0.90% | Q4 2013 | Q2 2020 | 25 |
PRENTISS SMITH & CO INC | 13 | 12 | 0.01% | 0.77% | 3.65% | Q2 2013 | Q1 2020 | 25 |
BENNICAS & ASSOCIATES, INC. | 25 | 25 | 0.54% | 1.07% | 1.56% | Q4 2016 | Q4 2022 | 25 |
OAK ASSOCIATES LTD /OH/ | 25 | 25 | 0.02% | 0.88% | 2.06% | Q3 2017 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.07% | 0.25% | 0.57% | Q3 2016 | Q3 2022 | 25 |
SIMON QUICK ADVISORS, LLC | 22 | 3 | 0.03% | 0.09% | 0.73% | Q4 2016 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.34% | 0.70% | Q3 2017 | Q3 2023 | 25 |
AUGUSTINE ASSET MANAGEMENT INC | 25 | 25 | 1.69% | 2.27% | 3.51% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.12% | 0.55% | Q2 2017 | Q2 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.10% | 0.55% | Q3 2017 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.48% | 0.68% | 0.93% | Q3 2017 | Q3 2023 | 25 |
American Money Management, LLC | 25 | 25 | 0.10% | 1.32% | 2.97% | Q2 2014 | Q2 2020 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.26% | 0.66% | 1.20% | Q1 2013 | Q1 2019 | 25 |
STRALEM & CO INC | 23 | 2 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q2 2020 | 25 |
BRINKER CAPITAL INC | 15 | 2 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q2 2020 | 25 |
Amica Retiree Medical Trust | 25 | 25 | 0.27% | 0.54% | 0.82% | Q4 2013 | Q4 2019 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.06% | 0.13% | 0.25% | Q3 2017 | Q3 2023 | 25 |
PRINCETON CAPITAL MANAGEMENT LLC | 15 | 2 | 0.09% | 1.23% | 2.42% | Q2 2013 | Q2 2020 | 25 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.09% | 0.18% | 0.37% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.05% | 0.17% | 0.40% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.12% | 0.19% | 0.38% | Q3 2017 | Q3 2023 | 25 |
SECOR Capital Advisors, LP | 13 | 13 | 0.01% | 0.20% | 0.42% | Q4 2014 | Q4 2017 | 25 |
First City Capital Management, Inc. | 14 | 1 | 0.12% | 0.28% | 0.60% | Q4 2013 | Q1 2023 | 25 |
Estabrook Capital Management | 17 | 8 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q2 2023 | 25 |
Field & Main Bank | 14 | 3 | 0.03% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 25 |
TD Capital Management LLC | 20 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
WADDELL & REED FINANCIAL INC | 25 | 25 | 0.00% | 0.50% | 1.17% | Q2 2013 | Q2 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.06% | 0.26% | Q3 2015 | Q3 2021 | 25 |
CI INVESTMENTS INC. | 25 | 25 | 0.01% | 0.61% | 2.22% | Q3 2017 | Q3 2023 | 25 |
J. L. Bainbridge & Co., Inc. | 16 | 16 | 0.01% | 1.60% | 3.77% | Q2 2018 | Q1 2022 | 25 |
Man Group plc | 23 | 23 | 0.00% | 0.44% | 1.09% | Q1 2018 | Q3 2023 | 25 |
D'Orazio & Associates, Inc. | 15 | 1 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14 | 1 | 0.00% | 0.50% | 1.37% | Q1 2017 | Q3 2023 | 25 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 23 | 2 | 0.12% | 1.25% | 1.83% | Q2 2014 | Q3 2023 | 25 |
CHICAGO EQUITY PARTNERS LLC | 25 | 25 | 0.06% | 0.87% | 2.11% | Q1 2014 | Q1 2020 | 25 |
Narwhal Capital Management | 25 | 25 | 0.05% | 0.50% | 0.79% | Q2 2014 | Q2 2020 | 25 |
Grove Bank & Trust | 16 | 9 | 0.02% | 0.15% | 0.35% | Q4 2015 | Q3 2023 | 25 |
HBK INVESTMENTS L P | 10 | 1 | 0.00% | 0.13% | 0.31% | Q3 2014 | Q1 2023 | 24 |
USS Investment Management Ltd | 14 | 10 | 0.13% | 0.92% | 2.88% | Q1 2013 | Q3 2023 | 24 |
Heritage Wealth Advisors | 12 | 2 | 0.00% | 0.27% | 1.06% | Q1 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.15% | 0.68% | 1.34% | Q4 2017 | Q3 2023 | 24 |
Spark Investment Management LLC | 24 | 24 | 0.28% | 0.58% | 0.84% | Q2 2013 | Q1 2019 | 24 |
Gilman Hill Asset Management, LLC | 15 | 1 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q2 2020 | 24 |
R.H. Dinel Investment Counsel, Inc. | 14 | 10 | 0.64% | 1.47% | 3.20% | Q2 2014 | Q1 2022 | 24 |
Private Wealth Partners, LLC | 15 | 9 | 0.10% | 0.51% | 1.51% | Q2 2014 | Q3 2023 | 24 |
Boston Partners | 24 | 24 | 0.00% | 0.63% | 1.09% | Q4 2014 | Q3 2020 | 24 |
Balentine LLC | 9 | 3 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 24 |
BB BIOTECH AG | 24 | 24 | 1.87% | 8.28% | 14.24% | Q2 2013 | Q1 2019 | 24 |
BTC Capital Management, Inc. | 18 | 6 | 0.05% | 0.46% | 0.77% | Q3 2014 | Q3 2023 | 24 |
Engineers Gate Manager LP | 9 | 1 | 0.01% | 0.11% | 0.39% | Q4 2014 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.15% | 0.56% | 1.10% | Q4 2017 | Q3 2023 | 24 |
Palisades Hudson Asset Management, L.P. | 22 | 2 | 0.14% | 0.22% | 0.38% | Q3 2013 | Q2 2020 | 24 |
Kidder Stephen W | 17 | 7 | 0.10% | 0.29% | 0.69% | Q3 2014 | Q3 2023 | 24 |
Ledyard National Bank | 24 | 24 | 0.00% | 0.50% | 1.36% | Q2 2013 | Q1 2019 | 24 |
Bison Wealth, LLC | 23 | 1 | 0.04% | 0.26% | 0.43% | Q4 2014 | Q2 2023 | 24 |
Palo Alto Investors LP | 24 | 24 | 0.01% | 0.99% | 2.16% | Q1 2014 | Q4 2019 | 24 |
AllSquare Wealth Management LLC | 14 | 10 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q4 2020 | 24 |
Sowell Financial Services LLC | 8 | 1 | 0.03% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 24 |
Mandatum Life Insurance Co Ltd | 24 | 24 | 0.28% | 0.64% | 1.28% | Q4 2015 | Q3 2021 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.03% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 24 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 8 | 0.08% | 1.21% | 2.48% | Q2 2013 | Q4 2020 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.26% | 0.65% | 1.11% | Q2 2013 | Q1 2019 | 24 |
WEALTHSOURCE PARTNERS, LLC | 19 | 1 | 0.03% | 0.08% | 0.20% | Q1 2016 | Q3 2023 | 24 |
Harvest Fund Management Co., Ltd | 13 | 2 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 24 |
Unison Advisors LLC | 24 | 24 | 0.19% | 0.58% | 1.49% | Q4 2017 | Q3 2023 | 24 |
Barnett & Company, Inc. | 24 | 24 | 0.01% | 0.01% | 0.06% | Q1 2016 | Q4 2021 | 24 |
QUEST INVESTMENT MANAGEMENT LLC | 14 | 10 | 0.10% | 1.13% | 2.19% | Q2 2013 | Q4 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.08% | 0.22% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 0.31% | 3.57% | 6.20% | Q4 2016 | Q3 2023 | 24 |
OmniStar Financial Group, Inc. | 24 | 24 | 0.39% | 0.89% | 1.80% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Intercontinental Wealth Advisors, LLC | 19 | 5 | 0.04% | 0.13% | 0.23% | Q4 2016 | Q2 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 0.18% | 1.28% | 1.82% | Q4 2017 | Q3 2023 | 24 |
Natixis Investment Managers International | 22 | 2 | 0.03% | 0.47% | 1.27% | Q2 2013 | Q2 2022 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.05% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.08% | 0.16% | 0.29% | Q4 2017 | Q3 2023 | 24 |
MILLER HOWARD INVESTMENTS INC /NY | 18 | 6 | 0.04% | 1.66% | 3.38% | Q2 2015 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.11% | 0.27% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Hudson Capital Management LLC | 24 | 24 | 0.69% | 0.98% | 1.41% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.25% | 0.63% | 1.14% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.12% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.15% | 0.28% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Qube Research & Technologies Ltd | 9 | 3 | 0.00% | 0.22% | 0.71% | Q1 2018 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.15% | 0.24% | 0.34% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.19% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.11% | 0.33% | 0.54% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.89% | 2.48% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.14% | 0.23% | 0.35% | Q4 2017 | Q3 2023 | 24 |
JLB & ASSOCIATES INC | 15 | 9 | 0.05% | 2.45% | 4.22% | Q2 2013 | Q2 2019 | 24 |
NICHOLS & PRATT ADVISERS LLP /MA | 24 | 24 | 0.23% | 0.73% | 1.13% | Q1 2014 | Q4 2019 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.21% | 0.32% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 13 | 1 | 0.00% | 0.04% | 0.35% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 1 | 0.01% | 0.18% | 0.40% | Q2 2013 | Q4 2021 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.20% | 0.44% | 0.66% | Q2 2013 | Q1 2019 | 24 |
TIVERTON ASSET MANAGEMENT LLC | 24 | 24 | 0.01% | 0.70% | 1.70% | Q4 2013 | Q3 2019 | 24 |
AGF Investments LLC | 24 | 24 | 0.00% | 0.20% | 0.64% | Q4 2016 | Q3 2022 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q1 2019 | 24 |
SEVEN EIGHT CAPITAL, LP | 7 | 1 | 0.09% | 0.44% | 1.05% | Q4 2014 | Q2 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.03% | 0.11% | 0.29% | Q2 2013 | Q1 2019 | 24 |
Miracle Mile Advisors, LLC | 13 | 2 | 0.02% | 0.06% | 0.66% | Q3 2015 | Q3 2023 | 24 |
Polar Capital LLP | 17 | 1 | 0.02% | 0.20% | 0.82% | Q2 2013 | Q2 2020 | 24 |
1834 INVESTMENT ADVISORS CO | 19 | 4 | 0.01% | 0.13% | 0.86% | Q1 2015 | Q2 2022 | 23 |
CS MCKEE LP | 23 | 23 | 0.55% | 0.80% | 1.00% | Q2 2014 | Q4 2019 | 23 |
Horizon Investments, LLC | 11 | 1 | 0.02% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.02% | 0.11% | 0.37% | Q4 2016 | Q2 2022 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.07% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 23 |
MIDDLETON & CO INC/MA | 23 | 23 | 0.04% | 1.92% | 3.40% | Q2 2013 | Q4 2018 | 23 |
Wealthcare Advisory Partners LLC | 11 | 6 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.13% | 0.49% | Q4 2016 | Q3 2023 | 23 |
Brookstone Capital Management | 15 | 2 | 0.02% | 0.16% | 0.50% | Q2 2015 | Q3 2023 | 23 |
WILSEY ASSET MANAGEMENT INC | 23 | 23 | 2.79% | 5.18% | 8.52% | Q2 2014 | Q4 2019 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.06% | 0.48% | 1.64% | Q2 2013 | Q4 2018 | 23 |
JENNISON ASSOCIATES LLC | 12 | 1 | 0.00% | 0.47% | 1.60% | Q2 2013 | Q1 2021 | 23 |
Onex Canada Asset Management Inc. | 20 | 3 | 0.15% | 0.38% | 1.78% | Q3 2013 | Q3 2023 | 23 |
BANCED CORP | 23 | 23 | 1.01% | 1.63% | 2.67% | Q2 2013 | Q4 2018 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Lee Financial Co | 15 | 8 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 23 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.11% | 0.50% | 0.86% | Q2 2013 | Q4 2018 | 23 |
Oak Grove Capital LLC | 18 | 18 | 0.00% | 1.58% | 5.55% | Q4 2017 | Q1 2022 | 23 |
Proficio Capital Partners LLC | 15 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.13% | 0.17% | 0.28% | Q1 2018 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 19 | 1 | 0.00% | 0.15% | 0.67% | Q2 2013 | Q3 2023 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 0.23% | 2.12% | 3.80% | Q2 2013 | Q4 2018 | 23 |
Perpetual Ltd | 12 | 2 | 0.03% | 0.21% | 1.06% | Q2 2015 | Q3 2023 | 23 |
MOODY LYNN & LIEBERSON, LLC | 11 | 3 | 0.02% | 0.47% | 1.40% | Q2 2013 | Q3 2023 | 23 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.00% | 0.13% | 0.37% | Q4 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.06% | 0.14% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Edgemoor Investment Advisors, Inc. | 22 | 1 | 0.03% | 1.44% | 3.01% | Q2 2013 | Q4 2022 | 23 |
Northside Capital Management, LLC | 23 | 23 | 0.07% | 0.18% | 0.39% | Q1 2016 | Q3 2021 | 23 |
Cabot-Wellington, LLC | 19 | 4 | 0.04% | 5.98% | 10.55% | Q2 2013 | Q3 2021 | 23 |
SG3 Management, LLC | 9 | 1 | 0.01% | 0.13% | 0.50% | Q4 2016 | Q1 2022 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.30% | 0.66% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.33% | 1.45% | 2.61% | Q2 2014 | Q4 2019 | 23 |
Gifford Fong Associates | 23 | 23 | 0.37% | 0.65% | 1.05% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.10% | 0.15% | 0.25% | Q1 2018 | Q3 2023 | 23 |
New Jersey Better Educational Savings Trust | 23 | 23 | 0.34% | 0.76% | 1.26% | Q1 2014 | Q3 2019 | 23 |
Selway Asset Management | 23 | 23 | 0.41% | 1.69% | 3.37% | Q2 2014 | Q4 2019 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.26% | 0.56% | 1.09% | Q1 2018 | Q3 2023 | 23 |
Robeco Schweiz AG | 23 | 23 | 0.17% | 0.70% | 1.15% | Q2 2015 | Q4 2020 | 23 |
MARSHALL & SULLIVAN INC /WA/ | 23 | 23 | 1.22% | 1.88% | 2.75% | Q2 2013 | Q4 2018 | 23 |
DeDora Capital, Inc. | 16 | 7 | 0.26% | 0.46% | 0.72% | Q4 2017 | Q3 2023 | 23 |
Wellington Shields & Co., LLC | 16 | 1 | 0.07% | 0.22% | 0.45% | Q2 2014 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.11% | 0.44% | Q2 2017 | Q4 2022 | 23 |
Peninsula Wealth, LLC | 23 | 23 | 0.59% | 1.81% | 3.35% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.41% | 0.56% | 0.82% | Q2 2013 | Q4 2018 | 23 |
LEUTHOLD GROUP, LLC | 10 | 1 | 0.13% | 0.60% | 1.24% | Q2 2013 | Q4 2020 | 23 |
RAND WEALTH, LLC | 22 | 22 | 0.14% | 0.19% | 0.30% | Q2 2013 | Q3 2018 | 22 |
ROOSEVELT INVESTMENT GROUP LLC | 13 | 4 | 0.02% | 0.27% | 0.78% | Q4 2013 | Q3 2022 | 22 |
TIGER MANAGEMENT L.L.C. | 22 | 22 | 0.27% | 3.76% | 13.42% | Q2 2013 | Q3 2018 | 22 |
SYMPHONY ASSET MANAGEMENT LLC | 21 | 21 | 0.13% | 0.38% | 0.66% | Q2 2013 | Q2 2018 | 22 |
CAPE COD FIVE CENTS SAVINGS BANK | 19 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q3 2023 | 22 |
BOWEN HANES & CO INC | 18 | 4 | 0.01% | 0.72% | 1.80% | Q2 2013 | Q3 2023 | 22 |
QCM Cayman, Ltd. | 6 | 1 | 0.06% | 0.30% | 1.03% | Q1 2014 | Q3 2017 | 22 |
CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Ironwood Investment Counsel, LLC | 22 | 22 | 0.05% | 0.10% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Aldebaran Financial Inc. | 22 | 22 | 0.40% | 1.14% | 1.76% | Q4 2013 | Q1 2019 | 22 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 22 | 22 | 0.32% | 1.27% | 2.60% | Q2 2018 | Q3 2023 | 22 |
Stevens First Principles Investment Advisors | 14 | 1 | 0.01% | 1.16% | 2.46% | Q2 2013 | Q2 2019 | 22 |
Apriem Advisors | 22 | 22 | 0.01% | 0.45% | 1.07% | Q4 2013 | Q1 2019 | 22 |
Baker Avenue Asset Management, LP | 13 | 2 | 0.00% | 0.20% | 0.53% | Q4 2013 | Q3 2023 | 22 |
Camber Capital Management LP | 7 | 1 | 2.22% | 4.03% | 6.89% | Q1 2016 | Q1 2022 | 22 |
SPHERA FUNDS MANAGEMENT LTD. | 8 | 1 | 0.48% | 2.57% | 6.90% | Q4 2013 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.08% | 0.22% | 0.45% | Q2 2013 | Q3 2018 | 22 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.11% | 0.26% | Q3 2013 | Q4 2022 | 22 |
Holloway Wealth Management, LLC | 22 | 22 | 0.64% | 2.20% | 5.30% | Q4 2016 | Q1 2022 | 22 |
Camarda Financial Advisors, LLC | 16 | 1 | 0.02% | 0.81% | 4.70% | Q2 2014 | Q3 2022 | 22 |
National Mutual Insurance Federation of Agricultural Cooperatives | 22 | 22 | 0.01% | 0.06% | 0.14% | Q3 2014 | Q4 2019 | 22 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 22 |
ARGENTIERE CAPITAL AG | 6 | 4 | 0.09% | 0.85% | 5.00% | Q1 2016 | Q4 2018 | 22 |
TELEMUS CAPITAL, LLC | 12 | 3 | 0.02% | 0.33% | 0.92% | Q1 2014 | Q3 2023 | 22 |
Trust Investment Advisors | 17 | 1 | 0.23% | 0.62% | 0.84% | Q4 2013 | Q4 2022 | 22 |
Majedie Asset Management Ltd | 22 | 22 | 0.11% | 0.80% | 1.40% | Q2 2014 | Q3 2019 | 22 |
Opus Point Partners Management, LLC | 12 | 6 | 0.19% | 0.52% | 2.25% | Q4 2014 | Q3 2019 | 22 |
NumerixS Investment Technologies Inc | 21 | 1 | 0.05% | 0.69% | 2.32% | Q4 2014 | Q2 2020 | 22 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.63% | Q4 2018 | Q3 2023 | 22 |
Clarius Group, LLC | 20 | 2 | 0.04% | 0.08% | 0.13% | Q4 2015 | Q3 2023 | 22 |
Kovitz Investment Group Partners, LLC | 22 | 22 | 0.05% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 22 |
CFO4Life Group, LLC | 14 | 8 | 0.10% | 0.28% | 0.68% | Q1 2017 | Q3 2023 | 22 |
Caption Management, LLC | 6 | 1 | 0.01% | 0.12% | 1.06% | Q3 2018 | Q3 2023 | 22 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.18% | 1.57% | Q4 2017 | Q4 2020 | 22 |
Global Trust Asset Management, LLC | 22 | 22 | 0.02% | 0.31% | 0.94% | Q4 2017 | Q1 2023 | 22 |
Financial Advocates Investment Management | 21 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.10% | 0.37% | 0.99% | Q4 2017 | Q3 2023 | 22 |
BI Asset Management Fondsmaeglerselskab A/S | 22 | 22 | 0.06% | 0.86% | 2.49% | Q2 2018 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 12 | 2 | 0.02% | 0.17% | 0.71% | Q1 2016 | Q3 2023 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.07% | 0.32% | 0.70% | Q2 2013 | Q4 2019 | 22 |
STOCK YARDS BANK & TRUST CO | 16 | 6 | 0.01% | 0.66% | 1.62% | Q3 2013 | Q3 2023 | 22 |
SPHINX TRADING, LP | 8 | 8 | 0.18% | 4.58% | 17.20% | Q4 2014 | Q3 2016 | 22 |
Brown Capital Management | 22 | 22 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2018 | 22 |
DAVIS R M INC | 15 | 1 | 0.01% | 0.33% | 1.06% | Q4 2013 | Q4 2020 | 22 |
ARDSLEY ADVISORY PARTNERS LP | 16 | 1 | 0.03% | 1.89% | 9.55% | Q2 2013 | Q3 2017 | 22 |
SKBA CAPITAL MANAGEMENT LLC | 15 | 7 | 0.02% | 1.26% | 2.04% | Q1 2015 | Q3 2020 | 22 |
WILLIAMS JONES & ASSOCIATES LLC | 22 | 22 | 0.01% | 0.35% | 1.30% | Q1 2014 | Q2 2019 | 22 |
Providence Capital Advisors, LLC | 16 | 1 | 0.00% | 0.53% | 2.10% | Q4 2017 | Q3 2023 | 21 |
Kiwi Wealth Investments Limited Partnership | 16 | 1 | 0.09% | 0.62% | 2.26% | Q2 2014 | Q2 2023 | 21 |
LYELL WEALTH MANAGEMENT, LP | 21 | 21 | 0.06% | 0.10% | 0.18% | Q3 2018 | Q3 2023 | 21 |
QVR LLC | 8 | 8 | 0.00% | 0.05% | 0.15% | Q1 2021 | Q4 2022 | 21 |
Factorial Partners, LLC | 20 | 1 | 0.51% | 1.56% | 3.89% | Q4 2017 | Q2 2023 | 21 |
Shamrock Asset Management LLC | 11 | 10 | 0.01% | 0.20% | 0.65% | Q1 2014 | Q3 2019 | 21 |
Stanley-Laman Group, Ltd. | 14 | 1 | 0.04% | 0.51% | 4.14% | Q1 2015 | Q1 2023 | 21 |
Varma Mutual Pension Insurance Co | 17 | 4 | 0.07% | 0.22% | 0.67% | Q4 2017 | Q1 2023 | 21 |
Temasek Holdings (Private) Ltd | 21 | 21 | 4.14% | 9.56% | 20.15% | Q4 2013 | Q4 2018 | 21 |
Cutter & CO Brokerage, Inc. | 17 | 4 | 0.09% | 0.57% | 0.96% | Q4 2014 | Q3 2023 | 21 |
Fayerweather Charles | 19 | 1 | 0.42% | 0.90% | 1.57% | Q3 2013 | Q2 2020 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.10% | 0.42% | 0.71% | Q2 2013 | Q2 2018 | 21 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q4 2011 | Q3 2023 | 21 |
Ashfield Capital Partners, LLC | 20 | 1 | 0.03% | 0.43% | 1.70% | Q2 2013 | Q3 2018 | 21 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 3 | 0.03% | 0.11% | 0.33% | Q4 2017 | Q3 2023 | 21 |
Pine River Capital Management L.P. | 7 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 21 |
MEITAV INVESTMENT HOUSE LTD | 17 | 4 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2023 | 21 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 20 | 20 | 0.04% | 0.55% | 1.50% | Q1 2015 | Q4 2019 | 21 |
Sky Investment Group LLC | 21 | 21 | 0.11% | 0.43% | 0.66% | Q2 2016 | Q2 2021 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 21 |
Sterneck Capital Management, LLC | 16 | 5 | 0.14% | 1.57% | 2.81% | Q2 2016 | Q2 2022 | 21 |
CNB Bank | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
NuWave Investment Management, LLC | 12 | 1 | 0.00% | 0.41% | 2.53% | Q2 2013 | Q1 2022 | 21 |
Waverly Advisors, LLC | 11 | 3 | 0.00% | 0.08% | 0.21% | Q3 2013 | Q3 2023 | 21 |
JFS WEALTH ADVISORS, LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
Claro Advisors LLC | 20 | 20 | 0.00% | 0.22% | 0.42% | Q4 2018 | Q3 2023 | 21 |
Avalon Global Asset Management LLC | 11 | 2 | 0.47% | 2.17% | 3.66% | Q1 2014 | Q2 2018 | 21 |
Edgestream Partners, L.P. | 5 | 1 | 0.02% | 0.67% | 4.67% | Q4 2013 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Banco Santander, S.A. | 16 | 1 | 0.00% | 0.10% | 1.06% | Q4 2016 | Q1 2023 | 21 |
Diversified Trust Co | 21 | 21 | 0.06% | 0.09% | 0.15% | Q4 2018 | Q4 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.02% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 21 |
ELLINGTON MANAGEMENT GROUP LLC | 10 | 1 | 0.01% | 0.12% | 0.36% | Q2 2013 | Q3 2019 | 21 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 21 |
Bach Option Ltd | 6 | 3 | 0.13% | 0.46% | 1.03% | Q1 2016 | Q4 2018 | 21 |
Fosun International Ltd | 21 | 21 | 0.03% | 1.09% | 2.38% | Q1 2017 | Q1 2022 | 21 |
FIRST NATIONAL TRUST CO | 18 | 1 | 0.01% | 0.18% | 0.41% | Q2 2014 | Q1 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.14% | 0.30% | Q3 2018 | Q3 2023 | 21 |
BOURNE LENT ASSET MANAGEMENT INC | 16 | 1 | 0.12% | 0.20% | 0.32% | Q2 2015 | Q3 2023 | 21 |
Pinnacle Wealth Planning Services, Inc. | 18 | 3 | 0.07% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 21 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 10 | 3 | 0.06% | 0.52% | 1.49% | Q4 2014 | Q1 2021 | 21 |
WAFRA INC. | 13 | 7 | 0.38% | 1.65% | 3.24% | Q2 2013 | Q3 2018 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Sterling Investment Advisors, Ltd. | 11 | 1 | 0.03% | 0.17% | 0.50% | Q4 2016 | Q3 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.15% | 0.41% | Q1 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.19% | 0.90% | Q4 2018 | Q3 2023 | 20 |
GLOBEFLEX CAPITAL L P | 10 | 3 | 0.00% | 0.76% | 3.81% | Q4 2013 | Q3 2023 | 20 |
Buckley Wealth Management, LLC | 20 | 20 | 0.80% | 1.21% | 1.63% | Q4 2017 | Q3 2022 | 20 |
Centre Asset Management, LLC | 15 | 1 | 0.93% | 2.09% | 3.38% | Q2 2013 | Q1 2023 | 20 |
Highstreet Asset Management Inc. | 11 | 1 | 0.02% | 0.26% | 1.06% | Q1 2014 | Q4 2019 | 20 |
Point View Wealth Management, Inc. | 20 | 20 | 0.14% | 0.36% | 0.68% | Q1 2016 | Q4 2020 | 20 |
Cardan Capital Partners, LLC | 20 | 20 | 0.41% | 0.63% | 1.34% | Q4 2015 | Q3 2020 | 20 |
Virtue Capital Management, LLC | 9 | 3 | 0.04% | 0.23% | 0.52% | Q4 2017 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.08% | 0.14% | 0.27% | Q4 2018 | Q3 2023 | 20 |
TOBAM | 14 | 2 | 0.01% | 1.31% | 2.96% | Q4 2014 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.18% | 0.30% | 0.48% | Q4 2017 | Q3 2022 | 20 |
HUSSMAN STRATEGIC ADVISORS, INC. | 8 | 1 | 0.01% | 0.59% | 1.06% | Q2 2013 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.11% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Empowered Funds, LLC | 15 | 1 | 0.03% | 0.84% | 1.57% | Q1 2017 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.07% | 0.11% | Q4 2015 | Q3 2020 | 20 |
SevenBridge Financial Group, LLC | 14 | 1 | 0.08% | 0.20% | 0.48% | Q2 2016 | Q3 2023 | 20 |
Prime Capital Investment Advisors, LLC | 14 | 6 | 0.00% | 0.35% | 1.95% | Q4 2017 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.06% | 0.13% | 0.23% | Q4 2014 | Q3 2019 | 20 |
Human Investing LLC | 20 | 20 | 0.08% | 0.46% | 1.22% | Q4 2018 | Q3 2023 | 20 |
ACG Wealth | 19 | 1 | 0.02% | 0.50% | 1.08% | Q2 2013 | Q2 2022 | 20 |
Eukles Asset Management | 20 | 20 | 0.43% | 0.67% | 0.98% | Q4 2018 | Q3 2023 | 20 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 20 | 20 | 0.01% | 0.62% | 1.22% | Q1 2014 | Q4 2018 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.06% | 0.16% | 0.33% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.05% | 0.20% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q1 2021 | 20 |
BRANDES INVESTMENT PARTNERS, LP | 20 | 20 | 0.03% | 0.10% | 0.18% | Q1 2017 | Q4 2021 | 20 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.27% | 0.95% | Q1 2014 | Q2 2022 | 20 |
MCKINLEY CAPITAL MANAGEMENT LLC | 20 | 20 | 0.01% | 1.35% | 2.72% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.34% | 0.51% | 0.70% | Q1 2013 | Q4 2017 | 20 |
Cable Hill Partners, LLC | 18 | 2 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q1 2023 | 20 |
Global X Management CO LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.25% | 0.34% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.05% | 0.47% | 1.13% | Q4 2013 | Q3 2018 | 20 |
GLG LLC | 16 | 16 | 0.29% | 0.51% | 0.84% | Q1 2014 | Q4 2017 | 20 |
NorthCoast Asset Management LLC | 12 | 1 | 0.01% | 2.07% | 5.17% | Q2 2013 | Q3 2021 | 20 |
Crestwood Advisors Group, LLC | 12 | 1 | 0.02% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.86% | 1.35% | 2.23% | Q4 2018 | Q3 2023 | 20 |
CHOREO, LLC | 15 | 1 | 0.01% | 0.06% | 0.14% | Q1 2014 | Q3 2023 | 20 |
CenturyLink Investment Management Co | 20 | 20 | 0.30% | 0.65% | 0.90% | Q2 2013 | Q1 2018 | 20 |
Scott & Selber, Inc. | 12 | 8 | 0.27% | 1.30% | 2.45% | Q2 2013 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.08% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Cohen Capital Management, Inc. | 17 | 1 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q4 2022 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 0.17% | 0.32% | 0.40% | Q4 2015 | Q3 2020 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.26% | 0.51% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Ifrah Financial Services, Inc. | 20 | 20 | 0.12% | 0.43% | 0.76% | Q2 2013 | Q1 2018 | 20 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 | 20 | 0.06% | 0.21% | 0.37% | Q1 2015 | Q4 2019 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.41% | 0.64% | 0.94% | Q2 2013 | Q1 2018 | 20 |
Laurel Grove Capital, LLC | 20 | 20 | 0.13% | 0.40% | 1.02% | Q4 2013 | Q3 2018 | 20 |
Knuff & Co LLC | 20 | 20 | 0.52% | 1.16% | 2.18% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Steinberg Global Asset Management | 20 | 20 | 0.12% | 0.33% | 0.60% | Q2 2014 | Q1 2019 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.03% | 0.13% | 0.77% | Q4 2013 | Q3 2018 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.11% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Epoch Investment Partners, Inc. | 10 | 4 | 0.00% | 0.52% | 1.70% | Q1 2015 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.25% | 0.50% | 1.16% | Q1 2016 | Q4 2020 | 20 |
Vontobel Swiss Wealth Advisors AG | 20 | 20 | 0.15% | 1.48% | 3.88% | Q1 2016 | Q4 2020 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.04% | 0.13% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.00% | 0.13% | 0.58% | Q3 2017 | Q2 2022 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Personal Capital Advisors Corp | 20 | 20 | 0.00% | 0.12% | 0.46% | Q1 2018 | Q4 2022 | 20 |
OSSIAM | 18 | 1 | 0.00% | 0.31% | 2.07% | Q4 2018 | Q3 2023 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.70% | 1.28% | 1.76% | Q4 2015 | Q2 2020 | 19 |
Integrated Wealth Concepts LLC | 18 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 19 |
GREEN VALLEY INVESTORS LLC | 19 | 19 | 0.72% | 3.53% | 6.76% | Q4 2013 | Q2 2018 | 19 |
Cognios Capital, LLC | 19 | 19 | 0.16% | 1.50% | 4.19% | Q3 2015 | Q1 2020 | 19 |
Bath Savings Trust Co | 19 | 19 | 0.05% | 0.53% | 1.21% | Q3 2014 | Q1 2019 | 19 |
BTG Pactual Global Asset Management Ltd | 7 | 1 | 0.04% | 0.30% | 1.03% | Q4 2013 | Q1 2022 | 19 |
Goodman Financial Corp | 19 | 19 | 2.05% | 2.84% | 4.28% | Q1 2018 | Q3 2022 | 19 |
Zurich Insurance Group Ltd/FI | 17 | 1 | 0.02% | 0.43% | 0.99% | Q3 2015 | Q3 2023 | 19 |
Buckingham Capital Management, Inc. | 19 | 19 | 0.16% | 0.24% | 0.34% | Q2 2013 | Q4 2017 | 19 |
Ellevest, Inc. | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.08% | 0.14% | 0.22% | Q4 2018 | Q2 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.04% | 0.29% | 0.69% | Q2 2018 | Q4 2022 | 19 |
Donoghue Forlines LLC | 12 | 2 | 0.23% | 0.69% | 1.45% | Q3 2017 | Q3 2023 | 19 |
Chicago Capital, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 7 | 0.02% | 0.12% | 0.31% | Q3 2013 | Q3 2018 | 19 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 19 | 19 | 0.10% | 0.31% | 0.77% | Q1 2019 | Q3 2023 | 19 |
Unigestion Holding SA | 7 | 6 | 0.06% | 0.97% | 3.14% | Q2 2018 | Q3 2023 | 19 |
C WorldWide Group Holding A/S | 19 | 19 | 0.16% | 4.03% | 7.17% | Q3 2014 | Q1 2019 | 19 |
FCF Advisors LLC | 8 | 3 | 0.48% | 0.93% | 1.51% | Q1 2015 | Q4 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.16% | 0.32% | 0.64% | Q1 2019 | Q3 2023 | 19 |
Fort Sheridan Advisors LLC | 19 | 19 | 0.13% | 0.20% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Avidian Wealth Solutions, LLC | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.21% | 0.37% | Q2 2013 | Q1 2017 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.30% | 0.52% | 0.75% | Q1 2019 | Q3 2023 | 19 |
CYPRESS ASSET MANAGEMENT INC/TX | 19 | 19 | 0.06% | 0.52% | 0.90% | Q1 2014 | Q3 2018 | 19 |
NATIONAL PLANNING CORP | 18 | 18 | 0.00% | 0.16% | 0.30% | Q2 2013 | Q3 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.06% | 0.56% | 1.16% | Q2 2013 | Q4 2017 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.07% | 0.24% | 0.49% | Q2 2013 | Q4 2017 | 19 |
Altavista Wealth Management, Inc. | 19 | 19 | 0.11% | 0.25% | 0.40% | Q2 2013 | Q4 2017 | 19 |
Bristlecone Advisors, LLC | 17 | 2 | 0.11% | 0.49% | 1.00% | Q4 2015 | Q3 2020 | 19 |
EADS & HEALD WEALTH MANAGEMENT | 8 | 1 | 0.10% | 0.25% | 0.60% | Q4 2014 | Q3 2023 | 19 |
Edmonds Duncan Registered Investment Advisors, LLC | 19 | 19 | 0.08% | 0.19% | 0.38% | Q4 2015 | Q2 2020 | 19 |
Verdence Capital Advisors LLC | 17 | 2 | 0.07% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 19 |
Rench Wealth Management, Inc. | 19 | 19 | 0.23% | 1.10% | 1.69% | Q4 2014 | Q2 2019 | 19 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 19 | 19 | 0.14% | 1.00% | 1.79% | Q4 2014 | Q2 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.03% | 0.36% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Kingfisher Capital LLC | 9 | 2 | 0.11% | 0.32% | 1.05% | Q1 2014 | Q2 2020 | 19 |
Lantz Financial LLC | 19 | 19 | 0.63% | 0.83% | 1.28% | Q1 2019 | Q3 2023 | 19 |
Trilogy Capital Inc. | 15 | 4 | 0.03% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 19 |
Hodges Capital Management Inc. | 19 | 19 | 0.02% | 0.18% | 0.74% | Q1 2014 | Q3 2018 | 19 |
Oak Asset Management, LLC | 18 | 1 | 0.24% | 0.70% | 1.22% | Q4 2017 | Q3 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2017 | 19 |
Nikko Asset Management Americas, Inc. | 19 | 19 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q4 2017 | 19 |
Cedar Wealth Management, LLC | 16 | 3 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 19 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 14 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2020 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2018 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Calamos Wealth Management LLC | 16 | 3 | 0.02% | 0.43% | 0.70% | Q2 2013 | Q2 2023 | 19 |
Summit X, LLC | 17 | 2 | 0.18% | 0.48% | 0.97% | Q2 2017 | Q3 2023 | 19 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q2 2017 | 19 |
Lipe & Dalton | 19 | 19 | 1.67% | 2.46% | 3.32% | Q4 2015 | Q2 2020 | 19 |
LAU ASSOCIATES LLC | 18 | 1 | 0.15% | 1.98% | 3.35% | Q2 2013 | Q3 2018 | 19 |
Legacy Financial Advisors, Inc. | 13 | 6 | 0.00% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 19 |
Winfield Associates, Inc. | 16 | 3 | 0.01% | 0.46% | 1.29% | Q1 2014 | Q1 2022 | 19 |
Holowesko Partners Ltd. | 12 | 7 | 0.45% | 3.84% | 7.86% | Q3 2015 | Q4 2020 | 19 |
Rock Springs Capital Management LP | 19 | 19 | 1.00% | 2.64% | 7.65% | Q4 2013 | Q2 2018 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
DENVER INVESTMENT ADVISORS LLC | 13 | 6 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q1 2018 | 19 |
LUCAS CAPITAL MANAGEMENT | 19 | 19 | 0.08% | 0.47% | 0.98% | Q4 2013 | Q2 2018 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.47% | 0.81% | Q3 2018 | Q3 2023 | 19 |
JUPITER ASSET MANAGEMENT LTD | 13 | 1 | 0.00% | 0.28% | 0.56% | Q1 2017 | Q3 2023 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.03% | 0.38% | 0.64% | Q2 2013 | Q4 2017 | 19 |
ROMAN BUTLER FULLERTON & CO | 14 | 5 | 0.12% | 0.25% | 0.64% | Q4 2018 | Q3 2023 | 19 |
ANTIPODES PARTNERS Ltd | 16 | 3 | 1.03% | 5.88% | 10.24% | Q4 2016 | Q1 2023 | 19 |
ADVENT CAPITAL MANAGEMENT /DE/ | 10 | 2 | 0.00% | 0.07% | 0.12% | Q4 2013 | Q4 2018 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.08% | 0.13% | Q4 2017 | Q2 2022 | 19 |
Aspen Investment Management Inc | 15 | 1 | 0.13% | 0.34% | 0.62% | Q2 2013 | Q3 2018 | 19 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.19% | 1.17% | Q1 2014 | Q3 2022 | 19 |
WEST CHESTER CAPITAL ADVISORS, INC | 12 | 1 | 0.26% | 1.17% | 2.84% | Q2 2013 | Q1 2019 | 19 |
Clear Perspective Advisors, LLC | 17 | 2 | 0.07% | 0.33% | 1.12% | Q4 2016 | Q4 2021 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.05% | 0.16% | 0.31% | Q4 2014 | Q3 2023 | 18 |
Pensionfund Sabic | 9 | 9 | 0.48% | 0.86% | 1.63% | Q1 2015 | Q4 2023 | 18 |
CARL DOMINO INC | 18 | 18 | 0.52% | 1.19% | 2.10% | Q2 2013 | Q3 2017 | 18 |
CINCINNATI FINANCIAL CORP | 13 | 5 | 0.93% | 2.40% | 3.47% | Q3 2015 | Q1 2020 | 18 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 12 | 6 | 0.63% | 1.36% | 1.88% | Q2 2013 | Q3 2019 | 18 |
ALTFEST L J & CO INC | 11 | 1 | 0.03% | 0.09% | 0.39% | Q1 2018 | Q2 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.10% | 0.29% | 0.48% | Q2 2013 | Q3 2017 | 18 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 1 | 0.15% | 0.34% | 0.57% | Q3 2014 | Q3 2023 | 18 |
B & T Capital Management DBA Alpha Capital Management | 14 | 4 | 0.77% | 1.07% | 1.62% | Q4 2016 | Q3 2023 | 18 |
Quinn Opportunity Partners LLC | 14 | 1 | 0.04% | 0.44% | 0.86% | Q3 2015 | Q3 2021 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.07% | 0.14% | 0.37% | Q2 2013 | Q3 2017 | 18 |
TT INTERNATIONAL | 18 | 18 | 0.24% | 0.98% | 2.16% | Q3 2015 | Q4 2019 | 18 |
COMERICA SECURITIES INC | 18 | 18 | 0.04% | 0.43% | 1.33% | Q3 2014 | Q4 2018 | 18 |
SOL Capital Management CO | 18 | 18 | 0.07% | 0.17% | 0.26% | Q3 2016 | Q4 2020 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.31% | 0.51% | 0.70% | Q2 2013 | Q3 2017 | 18 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.12% | 0.36% | 1.08% | Q4 2013 | Q1 2021 | 18 |
Ayalon Insurance Comp Ltd. | 8 | 2 | 0.03% | 0.25% | 1.66% | Q1 2015 | Q2 2021 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.63% | 0.81% | 0.99% | Q2 2013 | Q3 2017 | 18 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.10% | 0.59% | Q3 2020 | Q4 2022 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.02% | 0.06% | 0.19% | Q3 2018 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.01% | 0.09% | 0.23% | Q4 2016 | Q1 2021 | 18 |
XR Securities LLC | 7 | 1 | 0.00% | 0.10% | 1.05% | Q2 2018 | Q1 2023 | 18 |
NAVELLIER & ASSOCIATES INC | 15 | 3 | 0.01% | 0.19% | 1.05% | Q3 2012 | Q3 2020 | 18 |
CINCINNATI INSURANCE CO | 13 | 5 | 0.16% | 0.69% | 2.08% | Q3 2015 | Q1 2020 | 18 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 4 | 0.02% | 0.13% | 0.27% | Q3 2016 | Q4 2022 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q3 2017 | 18 |
Clearstead Advisors, LLC | 15 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 18 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 17 | 1 | 0.02% | 1.01% | 3.06% | Q2 2013 | Q2 2020 | 18 |
Ferris Capital, LLC | 16 | 2 | 0.05% | 0.42% | 0.86% | Q2 2017 | Q4 2021 | 18 |
OXFORD ASSET MANAGEMENT LLP | 11 | 2 | 0.01% | 0.18% | 0.39% | Q4 2013 | Q1 2020 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.11% | 0.28% | Q1 2019 | Q2 2023 | 18 |
First National Bank of Mount Dora, Trust Investment Services | 13 | 5 | 0.07% | 0.32% | 1.08% | Q1 2018 | Q4 2023 | 18 |
Analyst IMS Investment Management Services Ltd. | 18 | 18 | 0.06% | 0.80% | 1.57% | Q4 2014 | Q1 2019 | 18 |
Daiwa SB Investments Ltd. | 10 | 1 | 0.00% | 0.22% | 0.67% | Q2 2013 | Q3 2018 | 18 |
SVA Wealth Management, LLC | 10 | 1 | 0.03% | 0.15% | 0.35% | Q4 2015 | Q4 2020 | 18 |
FT Options LLC | 5 | 1 | 0.00% | 1.19% | 9.35% | Q4 2015 | Q3 2017 | 18 |
WATERS PARKERSON & CO., LLC | 18 | 18 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q4 2017 | 18 |
HealthCor Management, L.P. | 5 | 1 | 0.32% | 2.48% | 6.57% | Q2 2013 | Q4 2019 | 18 |
HERMES INVESTMENT MANAGEMENT LTD | 18 | 18 | 0.01% | 0.08% | 0.84% | Q1 2014 | Q2 2018 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.08% | 0.22% | 0.56% | Q3 2016 | Q4 2020 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.05% | 0.18% | Q1 2017 | Q2 2022 | 18 |
INVERNESS COUNSEL LLC /NY/ | 16 | 1 | 0.01% | 1.82% | 3.85% | Q2 2013 | Q3 2021 | 18 |
Diligent Investors, LLC | 10 | 1 | 0.07% | 0.14% | 0.21% | Q2 2016 | Q4 2022 | 18 |
Martin Capital Partners, LLC | 18 | 18 | 1.28% | 1.94% | 3.42% | Q3 2019 | Q4 2023 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 18 | 18 | 0.02% | 0.07% | 0.27% | Q1 2019 | Q2 2023 | 18 |
Redmond Asset Management, LLC | 18 | 18 | 0.72% | 1.52% | 2.64% | Q2 2013 | Q3 2017 | 18 |
IMPAX ASSET MANAGEMENT LLC | 18 | 18 | 0.27% | 0.96% | 1.82% | Q2 2013 | Q3 2017 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 18 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 9 | 2 | 0.05% | 0.18% | 0.28% | Q3 2016 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.11% | 0.46% | Q2 2013 | Q3 2014 | 18 |
Marshall Wace North America L.P. | 13 | 1 | 0.00% | 0.40% | 1.43% | Q2 2013 | Q3 2021 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 1 | 0.05% | 0.26% | 0.90% | Q2 2018 | Q3 2023 | 18 |
Waverton Investment Management Ltd | 18 | 18 | 0.04% | 3.20% | 6.62% | Q4 2013 | Q1 2018 | 18 |
UNIO CAPITAL LLC | 18 | 18 | 3.22% | 4.57% | 6.27% | Q4 2017 | Q1 2022 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.02% | 0.82% | 1.96% | Q2 2013 | Q3 2017 | 18 |
CADENCE BANK NA | 14 | 1 | 0.10% | 0.14% | 0.20% | Q2 2013 | Q3 2018 | 18 |
COWEN INC. | 12 | 12 | 0.03% | 0.16% | 0.44% | Q1 2014 | Q4 2016 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.06% | 0.17% | 0.26% | Q2 2013 | Q3 2017 | 18 |
CHARTWELL INVESTMENT PARTNERS, LLC | 17 | 17 | 0.07% | 0.11% | 0.16% | Q2 2014 | Q2 2018 | 17 |
Permit Capital, LLC | 17 | 17 | 0.48% | 1.34% | 2.00% | Q3 2015 | Q3 2019 | 17 |
Beaumont Financial Partners, LLC | 9 | 1 | 0.02% | 0.27% | 1.50% | Q3 2014 | Q1 2022 | 17 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 8 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.51% | 0.91% | 1.31% | Q2 2017 | Q2 2021 | 17 |
Essex Savings Bank | 14 | 3 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 17 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 16 | 1 | 0.00% | 0.64% | 1.05% | Q4 2015 | Q3 2021 | 17 |
Assured Investment Management LLC | 17 | 17 | 0.00% | 0.11% | 0.29% | Q1 2015 | Q1 2019 | 17 |
Harbor Advisors LLC | 17 | 17 | 0.07% | 0.14% | 0.24% | Q4 2016 | Q4 2020 | 17 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 17 | 17 | 0.09% | 0.86% | 1.70% | Q2 2013 | Q2 2017 | 17 |
RIVER GLOBAL INVESTORS LLP | 15 | 1 | 0.09% | 0.25% | 0.44% | Q3 2016 | Q3 2023 | 17 |
Ruggie Capital Group | 13 | 4 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 17 |
Numeric Investors LLC | 15 | 1 | 0.00% | 1.35% | 2.28% | Q2 2013 | Q4 2017 | 17 |
RBA Wealth Management, LLC | 9 | 8 | 0.19% | 0.55% | 1.13% | Q1 2019 | Q3 2023 | 17 |
CAPITAL ADVISORS INC/OK | 17 | 17 | 0.07% | 0.75% | 1.61% | Q2 2014 | Q2 2018 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.07% | 0.46% | 1.75% | Q2 2013 | Q1 2022 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.11% | 0.64% | 2.99% | Q4 2019 | Q4 2023 | 17 |
Lowe Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2019 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.02% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Occidental Asset Management, LLC | 17 | 17 | 0.22% | 0.31% | 0.59% | Q4 2016 | Q4 2020 | 17 |
Hirtle Callaghan & Co LLC | 10 | 2 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q2 2022 | 17 |
First Western Capital Management Co | 17 | 17 | 1.16% | 1.81% | 2.48% | Q4 2013 | Q4 2017 | 17 |
Guinness Atkinson Asset Management Inc | 17 | 17 | 1.48% | 2.71% | 3.69% | Q2 2013 | Q2 2017 | 17 |
Stellar Capital Management, LLC | 11 | 6 | 0.52% | 0.88% | 1.46% | Q1 2015 | Q2 2019 | 17 |
SEEYOND | 17 | 17 | 0.07% | 0.57% | 1.21% | Q4 2018 | Q4 2022 | 17 |
Alexandria Capital, LLC | 15 | 2 | 0.00% | 0.83% | 2.60% | Q2 2013 | Q3 2017 | 17 |
Verity & Verity, LLC | 17 | 17 | 0.32% | 2.30% | 3.54% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.43% | 0.56% | 0.71% | Q4 2018 | Q4 2022 | 17 |
South Street Advisors LLC | 17 | 17 | 0.16% | 3.16% | 5.20% | Q2 2013 | Q2 2017 | 17 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 15 | 2 | 0.07% | 0.74% | 2.34% | Q1 2015 | Q4 2019 | 17 |
Realta Investment Advisors | 11 | 6 | 0.04% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 17 |
BRIDGES INVESTMENT COUNSEL INC/ | 17 | 17 | 0.06% | 0.41% | 0.74% | Q4 2013 | Q4 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.25% | 0.35% | 0.44% | Q2 2013 | Q2 2017 | 17 |
Ziegler Capital Management, LLC | 15 | 2 | 0.02% | 0.17% | 0.64% | Q2 2013 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.30% | 0.43% | 0.68% | Q2 2013 | Q3 2023 | 17 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.53% | 0.77% | Q2 2013 | Q4 2016 | 17 |
Aureus Asset Management, LLC | 11 | 1 | 0.02% | 0.95% | 3.43% | Q2 2013 | Q2 2020 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.07% | 0.12% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q1 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.12% | 0.38% | 0.55% | Q2 2013 | Q2 2017 | 17 |
FULLER & THALER ASSET MANAGEMENT, INC. | 17 | 17 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 17 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 8 | 1 | 0.29% | 0.81% | 1.18% | Q2 2014 | Q1 2020 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.06% | 0.80% | 1.86% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.10% | 0.24% | 0.50% | Q1 2018 | Q1 2022 | 17 |
KNOTT DAVID M | 10 | 1 | 0.07% | 0.39% | 1.71% | Q4 2015 | Q3 2021 | 17 |
Somerset Group LLC | 17 | 17 | 0.17% | 0.41% | 0.68% | Q3 2013 | Q3 2017 | 17 |
Bowling Portfolio Management LLC | 15 | 2 | 0.21% | 0.89% | 1.88% | Q2 2014 | Q3 2022 | 17 |
Gilbert & Cook, Inc. | 15 | 2 | 0.05% | 0.07% | 0.09% | Q3 2017 | Q3 2023 | 17 |
Rock Creek Group, LP | 13 | 2 | 0.00% | 0.15% | 0.70% | Q3 2018 | Q3 2023 | 17 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.35% | 0.66% | Q2 2013 | Q4 2016 | 17 |
WRAPMANAGER INC | 17 | 17 | 0.23% | 0.37% | 0.68% | Q3 2019 | Q3 2023 | 17 |
Resource Management, LLC | 17 | 17 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q4 2021 | 17 |
FIRST AMERICAN TRUST, FSB | 14 | 3 | 0.04% | 1.23% | 1.90% | Q2 2013 | Q3 2020 | 17 |
Virtu KCG Holdings LLC | 11 | 4 | 0.01% | 0.10% | 0.26% | Q3 2013 | Q2 2017 | 17 |
Mawer Investment Management Ltd. | 17 | 17 | 0.14% | 0.41% | 0.67% | Q3 2016 | Q3 2020 | 17 |
Meridian Wealth Management, LLC | 15 | 1 | 0.08% | 0.24% | 0.54% | Q4 2016 | Q3 2023 | 17 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 1 | 0.01% | 2.64% | 5.00% | Q2 2013 | Q2 2023 | 17 |
Fort Point Capital Partners LLC | 11 | 1 | 0.04% | 0.18% | 0.70% | Q4 2014 | Q3 2023 | 17 |
Parkwood LLC | 9 | 8 | 0.03% | 0.35% | 1.14% | Q4 2013 | Q2 2018 | 17 |
OMERS ADMINISTRATION Corp | 6 | 2 | 0.02% | 0.11% | 0.44% | Q2 2013 | Q3 2019 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 17 | 17 | 0.05% | 0.16% | 0.24% | Q3 2013 | Q3 2017 | 17 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 3 | 0.02% | 0.17% | 0.67% | Q3 2013 | Q1 2018 | 17 |
Redwood Investment Management, LLC | 7 | 1 | 0.06% | 0.16% | 0.26% | Q1 2018 | Q3 2023 | 17 |
OAK RIDGE INVESTMENTS LLC | 17 | 17 | 0.16% | 0.33% | 0.52% | Q2 2013 | Q2 2017 | 17 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.49% | 0.73% | Q2 2013 | Q4 2016 | 17 |
Grace Capital | 17 | 17 | 0.38% | 0.87% | 1.34% | Q4 2017 | Q4 2021 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q4 2016 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 1.17% | 2.46% | 3.61% | Q2 2013 | Q2 2017 | 17 |
HealthInvest Partners AB | 7 | 4 | 5.46% | 9.39% | 14.48% | Q2 2014 | Q4 2022 | 16 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.02% | 0.49% | 1.06% | Q2 2013 | Q1 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.08% | 0.67% | 1.41% | Q2 2013 | Q1 2017 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 1.96% | 2.56% | 3.98% | Q4 2019 | Q3 2023 | 16 |
JOHN G ULLMAN & ASSOCIATES INC | 8 | 1 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 9 | 7 | 0.00% | 0.09% | 0.29% | Q1 2018 | Q1 2022 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.19% | 0.32% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Horizon Kinetics | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2018 | 16 |
WOODSTOCK CORP | 15 | 1 | 0.03% | 0.12% | 0.21% | Q2 2013 | Q4 2020 | 16 |
Westbourne Investment Advisors, Inc. | 16 | 16 | 0.28% | 2.28% | 4.60% | Q2 2015 | Q1 2019 | 16 |
SELZ CAPITAL LLC | 16 | 16 | 0.74% | 3.43% | 6.92% | Q1 2014 | Q4 2017 | 16 |
Advisors Capital Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Jolley Asset Management, LLC | 16 | 16 | 0.08% | 2.39% | 3.15% | Q1 2016 | Q4 2019 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 7 | 0.08% | 0.19% | 0.43% | Q3 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.05% | 0.28% | 0.70% | Q1 2018 | Q2 2023 | 16 |
Altium Wealth Management LLC | 16 | 16 | 0.02% | 0.07% | 0.14% | Q1 2018 | Q4 2021 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.13% | 0.17% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 13 | 1 | 0.02% | 0.08% | 0.20% | Q4 2018 | Q1 2023 | 16 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.14% | 0.70% | Q3 2013 | Q3 2023 | 16 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.01% | 0.10% | 0.29% | Q4 2019 | Q3 2023 | 16 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.03% | 0.48% | 3.24% | Q2 2013 | Q3 2023 | 16 |
ICICI Prudential Asset Management Co Ltd | 12 | 4 | 0.08% | 1.45% | 3.01% | Q4 2016 | Q3 2023 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 0.19% | 0.26% | 0.41% | Q4 2019 | Q3 2023 | 16 |
NORTH STAR ASSET MANAGEMENT INC | 13 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 16 |
Impax Asset Management Group plc | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Kendall Capital Management | 14 | 2 | 0.09% | 0.32% | 0.87% | Q4 2017 | Q3 2023 | 16 |
Milestone Advisory Partners | 16 | 16 | 0.16% | 0.27% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Sculptor Capital LP | 8 | 8 | 0.06% | 0.20% | 0.42% | Q2 2013 | Q1 2015 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.07% | 0.57% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.15% | 0.38% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Gerber Kawasaki Wealth & Investment Management | 12 | 1 | 0.00% | 1.92% | 8.20% | Q4 2015 | Q3 2021 | 16 |
Teza Capital Management LLC | 5 | 1 | 0.15% | 0.51% | 1.31% | Q4 2017 | Q3 2023 | 16 |
A.R.T. Advisors, LLC | 5 | 1 | 0.02% | 0.44% | 2.21% | Q2 2013 | Q4 2020 | 16 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 16 | 16 | 0.20% | 0.38% | 0.67% | Q4 2014 | Q3 2018 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 8 | 1 | 0.09% | 0.17% | 0.25% | Q3 2014 | Q2 2020 | 16 |
Principal Street Partners, LLC | 16 | 16 | 0.05% | 0.63% | 1.78% | Q4 2019 | Q3 2023 | 16 |
NEW YORK LIFE TRUST CO | 16 | 16 | 0.24% | 0.90% | 1.41% | Q2 2013 | Q1 2017 | 16 |
True North Advisors, LLC | 16 | 16 | 0.16% | 0.99% | 3.34% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 0.55% | 1.12% | 2.10% | Q4 2019 | Q3 2023 | 16 |
UNIVEST FINANCIAL Corp | 15 | 1 | 1.28% | 1.70% | 2.09% | Q2 2013 | Q4 2019 | 16 |
L2 Asset Management, LLC | 16 | 16 | 0.56% | 1.62% | 2.96% | Q4 2019 | Q3 2023 | 16 |
Avestar Capital, LLC | 11 | 1 | 0.04% | 0.35% | 0.64% | Q4 2017 | Q3 2023 | 16 |
Kavar Capital Partners, LLC | 11 | 2 | 0.02% | 0.70% | 1.34% | Q4 2013 | Q3 2020 | 16 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 1 | 0.05% | 0.10% | 0.23% | Q2 2015 | Q1 2023 | 16 |
SOLARIS ASSET MANAGEMENT LLC | 16 | 16 | 0.04% | 1.75% | 2.84% | Q4 2013 | Q3 2017 | 16 |
AGRAN LIBBIE | 16 | 16 | 1.47% | 2.01% | 2.64% | Q2 2013 | Q1 2017 | 16 |
COLRAIN CAPITAL LLC | 16 | 16 | 0.13% | 1.45% | 3.06% | Q1 2015 | Q4 2018 | 16 |
Stockman Wealth Management, Inc. | 16 | 16 | 0.32% | 1.67% | 2.01% | Q2 2016 | Q1 2020 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.11% | 0.31% | 0.60% | Q4 2019 | Q3 2023 | 16 |
BAXTER BROS INC | 10 | 1 | 0.06% | 0.18% | 0.44% | Q4 2013 | Q3 2018 | 16 |
Independent Portfolio Consultants, Inc. | 13 | 3 | 0.01% | 0.38% | 0.63% | Q2 2013 | Q2 2017 | 16 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.15% | 0.35% | 0.75% | Q4 2015 | Q3 2022 | 16 |
North Growth Management Ltd. | 16 | 16 | 1.58% | 2.45% | 3.12% | Q4 2017 | Q3 2021 | 16 |
Sompo Asset Management Co., Ltd. | 16 | 16 | 0.14% | 0.41% | 1.13% | Q4 2019 | Q3 2023 | 16 |
Selkirk Management LLC | 16 | 16 | 1.58% | 5.32% | 8.61% | Q2 2013 | Q1 2017 | 16 |
Arete Wealth Advisors, LLC | 9 | 1 | 0.02% | 0.16% | 0.47% | Q4 2016 | Q3 2023 | 16 |
Ranch Capital Advisors Inc. | 16 | 16 | 0.01% | 0.46% | 1.00% | Q4 2019 | Q3 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.15% | 0.32% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.11% | 0.35% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Legg Mason Asset Management (Japan) Co., Ltd. | 16 | 16 | 0.24% | 0.58% | 1.02% | Q4 2014 | Q3 2018 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.08% | 0.32% | 0.63% | Q4 2019 | Q3 2023 | 16 |
Crewe Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2023 | 16 |
SteelPeak Wealth, LLC | 14 | 1 | 0.00% | 0.29% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.08% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 16 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 3.09% | 4.78% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.11% | 0.18% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.33% | 0.47% | 0.72% | Q4 2019 | Q3 2023 | 16 |
ADVISORY RESEARCH INC | 11 | 2 | 0.00% | 0.14% | 0.42% | Q1 2014 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.00% | 0.06% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Penserra Capital Management LLC | 12 | 4 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.06% | 0.45% | 0.92% | Q2 2013 | Q1 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.35% | 0.46% | 0.64% | Q4 2019 | Q3 2023 | 16 |
GILDER GAGNON HOWE & CO LLC | 10 | 2 | 0.00% | 0.27% | 1.19% | Q2 2013 | Q2 2020 | 16 |
Capital Markets Trading UK LLP | 9 | 7 | 0.01% | 0.12% | 0.39% | Q4 2017 | Q4 2021 | 16 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 16 | 16 | 0.19% | 0.55% | 1.13% | Q1 2018 | Q4 2021 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q4 2018 | 16 |
WEXFORD CAPITAL LP | 7 | 1 | 0.01% | 0.81% | 3.72% | Q2 2013 | Q4 2022 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.03% | 0.29% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.12% | 0.26% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 16 |
Bedell Frazier Investment Counselling, LLC | 16 | 16 | 1.45% | 2.10% | 2.92% | Q3 2016 | Q2 2020 | 16 |
CALTON & ASSOCIATES, INC. | 16 | 16 | 0.04% | 0.12% | 0.22% | Q4 2017 | Q3 2021 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.44% | 0.55% | Q2 2013 | Q4 2016 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.11% | 0.22% | 0.32% | Q2 2013 | Q1 2017 | 16 |
MILES CAPITAL, INC. | 16 | 16 | 0.54% | 0.74% | 1.04% | Q2 2016 | Q1 2020 | 16 |
St. Johns Investment Management Company, LLC | 16 | 16 | 0.02% | 0.40% | 0.71% | Q3 2014 | Q2 2018 | 16 |
CERTUITY, LLC | 16 | 16 | 0.03% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.41% | 0.93% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Artisan Partners Limited Partnership | 11 | 4 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q1 2017 | 15 |
Biltmore Wealth Management, LLC | 15 | 15 | 0.20% | 0.33% | 0.46% | Q2 2015 | Q4 2018 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.20% | 0.26% | 0.43% | Q4 2019 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 15 | 15 | 0.04% | 0.17% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Tidal Investments LLC | 15 | 15 | 0.02% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Bellecapital International Ltd. | 6 | 1 | 0.19% | 0.35% | 0.49% | Q4 2016 | Q3 2023 | 15 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 12 | 3 | 0.03% | 0.33% | 0.73% | Q2 2013 | Q1 2018 | 15 |
Arden Trust Co | 12 | 3 | 0.03% | 0.07% | 0.11% | Q3 2019 | Q4 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.23% | 0.28% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Coastline Trust Co | 7 | 1 | 0.03% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 15 |
COBIZ WEALTH, LLC | 14 | 1 | 0.00% | 1.09% | 1.74% | Q2 2013 | Q1 2017 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.08% | 0.43% | 1.22% | Q2 2013 | Q4 2016 | 15 |
MCIA Inc | 13 | 2 | 0.06% | 0.71% | 1.33% | Q2 2017 | Q3 2023 | 15 |
SRB CORP | 5 | 2 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 15 |
Partner Investment Management, L.P. | 8 | 3 | 0.02% | 3.08% | 7.63% | Q2 2013 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.16% | 0.37% | Q2 2016 | Q4 2019 | 15 |
AT Bancorp | 14 | 1 | 0.03% | 1.04% | 2.14% | Q2 2014 | Q1 2018 | 15 |
Knights of Columbus Asset Advisors LLC | 9 | 1 | 0.00% | 0.38% | 1.08% | Q1 2017 | Q3 2023 | 15 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 15 | 15 | 2.08% | 2.41% | 2.92% | Q3 2013 | Q1 2017 | 15 |
Chiron Investment Management, LLC | 12 | 3 | 0.01% | 3.86% | 8.13% | Q1 2017 | Q2 2023 | 15 |
HAYS ADVISORY LLC | 15 | 15 | 0.74% | 1.04% | 1.77% | Q1 2015 | Q3 2018 | 15 |
Lumina Fund Management LLC | 7 | 1 | 0.03% | 0.31% | 0.84% | Q2 2013 | Q3 2020 | 15 |
Legacy Bridge, LLC | 14 | 1 | 0.01% | 0.07% | 0.23% | Q4 2018 | Q4 2022 | 15 |
CAAS CAPITAL MANAGEMENT LP | 7 | 7 | 0.00% | 0.07% | 0.27% | Q2 2020 | Q4 2021 | 15 |
CLOUGH CAPITAL PARTNERS L P | 4 | 2 | 0.06% | 0.55% | 1.39% | Q2 2013 | Q3 2023 | 15 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 15 | 15 | 1.07% | 1.70% | 2.24% | Q1 2014 | Q3 2017 | 15 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 15 | 15 | 2.69% | 6.51% | 9.21% | Q3 2015 | Q1 2019 | 15 |
FCM INVESTMENTS/TX | 12 | 3 | 0.01% | 2.11% | 3.47% | Q2 2013 | Q1 2017 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.07% | 0.23% | 0.60% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Exane Asset Management | 15 | 15 | 0.01% | 4.07% | 8.86% | Q4 2015 | Q2 2019 | 15 |
Cardinal Capital Management, Inc. | 15 | 15 | 0.56% | 0.74% | 0.90% | Q1 2020 | Q3 2023 | 15 |
WP Advisors, LLC | 15 | 15 | 0.73% | 1.73% | 2.34% | Q4 2016 | Q2 2020 | 15 |
Keystone Financial Group | 12 | 1 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q4 2021 | 15 |
Lyons Wealth Management, LLC. | 10 | 2 | 0.01% | 0.83% | 1.38% | Q1 2015 | Q1 2018 | 15 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 15 | 15 | 0.40% | 0.64% | 1.00% | Q4 2014 | Q2 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.36% | 0.51% | 0.68% | Q2 2013 | Q4 2016 | 15 |
CMT Asset Management Ltd | 4 | 1 | 0.02% | 0.48% | 1.81% | Q3 2014 | Q3 2017 | 15 |
Banco de Sabadell, S.A | 13 | 2 | 0.03% | 0.32% | 0.86% | Q4 2017 | Q4 2021 | 15 |
Spectrum Management Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2021 | 15 |
DOMINI IMPACT INVESTMENTS LLC | 15 | 15 | 5.90% | 12.52% | 17.99% | Q2 2014 | Q4 2017 | 15 |
Lloyds Banking Group plc | 9 | 6 | 0.32% | 1.07% | 1.78% | Q2 2013 | Q1 2018 | 15 |
Hudson Bay Capital Management LP | 4 | 1 | 0.00% | 0.06% | 0.27% | Q2 2014 | Q3 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.04% | 0.09% | 0.30% | Q4 2019 | Q3 2023 | 15 |
HOWARD HUGHES MEDICAL INSTITUTE | 15 | 15 | 0.62% | 0.93% | 1.40% | Q3 2015 | Q1 2019 | 15 |
SPINNAKER TRUST | 12 | 1 | 0.02% | 0.21% | 0.42% | Q2 2013 | Q1 2020 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q4 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.18% | 0.24% | 0.30% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.47% | 0.67% | 0.88% | Q2 2013 | Q4 2016 | 15 |
BigSur Wealth Management LLC | 15 | 15 | 0.12% | 0.20% | 0.34% | Q4 2017 | Q2 2021 | 15 |
HighTower Trust Company, N.A. | 10 | 2 | 0.03% | 0.11% | 0.21% | Q2 2018 | Q1 2023 | 15 |
SMITH ASSET MANAGEMENT GROUP LP | 10 | 1 | 0.21% | 1.68% | 3.23% | Q1 2014 | Q4 2019 | 15 |
PT ASSET MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.43% | 0.82% | Q4 2015 | Q1 2017 | 15 |
FIRST UNITED BANK & TRUST | 15 | 15 | 0.40% | 1.10% | 1.52% | Q2 2013 | Q4 2016 | 15 |
MARINER INVESTMENT GROUP LLC | 10 | 10 | 0.00% | 0.99% | 2.92% | Q1 2014 | Q2 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.09% | 0.16% | Q3 2011 | Q3 2015 | 15 |
Hendershot Investments Inc. | 15 | 15 | 0.45% | 2.49% | 4.67% | Q2 2013 | Q4 2016 | 15 |
Rossmore Private Capital | 14 | 1 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 15 |
Nadler Financial Group, Inc. | 9 | 1 | 0.03% | 0.10% | 0.18% | Q3 2014 | Q1 2023 | 15 |
Illinois Municipal Retirement Fund | 15 | 15 | 0.44% | 0.62% | 1.48% | Q1 2020 | Q3 2023 | 15 |
Arnhold LLC | 8 | 7 | 0.15% | 1.00% | 2.01% | Q1 2018 | Q3 2023 | 15 |
BURKE & HERBERT BANK & TRUST CO | 15 | 15 | 0.23% | 0.34% | 0.47% | Q2 2014 | Q4 2017 | 15 |
SEARLE & CO. | 7 | 2 | 0.14% | 0.87% | 1.45% | Q4 2014 | Q4 2020 | 15 |
GUARDIAN CAPITAL LP | 12 | 1 | 0.01% | 0.04% | 0.21% | Q2 2014 | Q2 2019 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.12% | 0.27% | 1.42% | Q1 2020 | Q3 2023 | 15 |
Moisand Fitzgerald Tamayo, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Glovista Investments LLC | 15 | 15 | 0.05% | 0.09% | 0.13% | Q1 2014 | Q3 2017 | 15 |
Iowa State Bank | 15 | 15 | 0.53% | 0.72% | 0.92% | Q1 2020 | Q3 2023 | 15 |
FIRST NATIONAL BANK OF OMAHA | 15 | 15 | 0.01% | 0.40% | 0.71% | Q2 2014 | Q4 2017 | 15 |
Redwood Investments, LLC | 13 | 2 | 0.00% | 0.94% | 3.47% | Q2 2014 | Q1 2018 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 15 | 15 | 0.25% | 1.87% | 2.64% | Q2 2013 | Q4 2016 | 15 |
CLINTON GROUP INC | 12 | 1 | 0.03% | 0.28% | 0.56% | Q1 2014 | Q2 2018 | 15 |
Aristotle Atlantic Partners, LLC | 15 | 15 | 0.10% | 0.82% | 2.63% | Q4 2017 | Q2 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
CHASE INVESTMENT COUNSEL CORP | 12 | 3 | 0.09% | 1.71% | 2.55% | Q2 2013 | Q4 2021 | 15 |
Pointe Capital Management LLC | 7 | 1 | 0.04% | 0.33% | 0.61% | Q1 2015 | Q1 2023 | 15 |
FRG Family Wealth Advisors LLC | 15 | 15 | 0.06% | 0.44% | 0.67% | Q4 2015 | Q2 2019 | 15 |
DENALI ADVISORS LLC | 15 | 15 | 0.42% | 1.61% | 2.14% | Q1 2016 | Q3 2019 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Pensionfund DSM Netherlands | 13 | 2 | 0.15% | 0.85% | 1.50% | Q1 2014 | Q4 2021 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.09% | 0.29% | 0.66% | Q1 2017 | Q3 2020 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q1 2023 | 15 |
Endurant Capital Management LP | 8 | 1 | 0.24% | 1.36% | 4.00% | Q4 2014 | Q1 2019 | 15 |
VERITY Wealth Advisors | 7 | 1 | 0.17% | 0.34% | 0.49% | Q4 2018 | Q4 2023 | 15 |
Willingdon Wealth Management | 11 | 4 | 0.01% | 1.30% | 2.91% | Q4 2013 | Q4 2018 | 15 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.16% | 0.43% | Q2 2014 | Q4 2022 | 15 |
AFAM CAPITAL, INC. | 15 | 15 | 0.54% | 0.74% | 1.00% | Q1 2015 | Q3 2018 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.28% | 0.43% | 0.65% | Q3 2016 | Q1 2020 | 15 |
Magnetar Financial LLC | 9 | 1 | 0.00% | 0.17% | 1.52% | Q3 2015 | Q1 2023 | 15 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 1 | 0.35% | 0.41% | 0.50% | Q1 2016 | Q4 2021 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.08% | 0.21% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Suncoast Equity Management | 15 | 15 | 3.77% | 6.69% | 8.71% | Q2 2013 | Q4 2016 | 15 |
Westover Capital Advisors, LLC | 9 | 1 | 0.10% | 0.51% | 1.02% | Q3 2014 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.06% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Global Wealth Management Investment Advisory, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Qtron Investments LLC | 15 | 15 | 0.07% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.70% | 1.13% | 2.12% | Q4 2019 | Q3 2023 | 15 |
Verity Asset Management, Inc. | 9 | 1 | 0.26% | 0.46% | 0.79% | Q3 2015 | Q3 2023 | 15 |
Gerstein Fisher | 14 | 14 | 0.35% | 0.76% | 1.15% | Q2 2013 | Q3 2016 | 14 |
Shelter Ins Retirement Plan | 14 | 14 | 0.98% | 1.31% | 1.62% | Q1 2016 | Q2 2019 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 1.06% | 1.73% | 2.48% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.56% | 0.81% | 1.45% | Q2 2013 | Q3 2016 | 14 |
AVIANCE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.33% | 3.74% | Q2 2013 | Q3 2016 | 14 |
ArrowMark Colorado Holdings LLC | 8 | 5 | 0.01% | 0.10% | 0.66% | Q2 2013 | Q1 2017 | 14 |
First Houston Capital, Inc. | 14 | 14 | 1.31% | 2.43% | 3.06% | Q3 2013 | Q4 2016 | 14 |
EULAV Asset Management | 14 | 14 | 0.22% | 0.42% | 0.61% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
IAG Wealth Partners, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.15% | 0.28% | 0.51% | Q1 1987 | Q3 2023 | 14 |
PRIVATE MANAGEMENT GROUP INC | 14 | 14 | 0.85% | 1.51% | 1.73% | Q2 2020 | Q3 2023 | 14 |
P.A.W. CAPITAL CORP | 14 | 14 | 0.68% | 1.34% | 2.13% | Q2 2014 | Q3 2017 | 14 |
SMITH CHAS P & ASSOCIATES PA CPAS | 14 | 14 | 0.03% | 2.15% | 3.56% | Q2 2014 | Q3 2017 | 14 |
Wagner Wealth Management, LLC | 6 | 4 | 0.00% | 0.07% | 0.23% | Q4 2017 | Q3 2023 | 14 |
BINGHAM OSBORN & SCARBOROUGH LLC | 13 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 14 |
Iguana Healthcare Management, LLC | 14 | 14 | 0.84% | 3.31% | 6.68% | Q4 2013 | Q1 2017 | 14 |
SFMG, LLC | 8 | 3 | 0.02% | 0.16% | 0.33% | Q4 2014 | Q2 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.12% | 0.38% | 0.70% | Q2 2013 | Q4 2016 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.03% | 0.09% | 0.24% | Q4 2017 | Q1 2021 | 14 |
MORGENS WATERFALL VINTIADIS & CO INC | 8 | 1 | 1.17% | 3.95% | 6.46% | Q2 2013 | Q4 2021 | 14 |
Blue Fin Capital, Inc. | 14 | 14 | 0.11% | 0.37% | 0.64% | Q1 2015 | Q2 2018 | 14 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 14 | 0.14% | 1.83% | 4.01% | Q2 2013 | Q3 2016 | 14 |
Broderick Brian C | 11 | 3 | 0.00% | 0.35% | 0.56% | Q1 2015 | Q3 2018 | 14 |
Transform Wealth, LLC | 11 | 3 | 0.06% | 0.32% | 1.15% | Q2 2016 | Q4 2021 | 14 |
Strategic Wealth Partners, Ltd. | 8 | 6 | 0.03% | 0.41% | 1.06% | Q4 2017 | Q1 2023 | 14 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 14 | 14 | 0.06% | 0.23% | 0.50% | Q2 2015 | Q3 2018 | 14 |
Paradigm Financial Advisors, LLC | 14 | 14 | 0.16% | 1.90% | 3.47% | Q3 2014 | Q4 2017 | 14 |
MAVERICK CAPITAL LTD | 10 | 2 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q4 2020 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Doyle Wealth Management | 14 | 14 | 0.03% | 1.34% | 2.09% | Q1 2017 | Q2 2020 | 14 |
Profit Investment Management, LLC | 14 | 14 | 0.08% | 1.49% | 2.38% | Q1 2014 | Q2 2017 | 14 |
NewFocus Financial Group, LLC | 14 | 14 | 0.11% | 0.21% | 0.34% | Q1 2017 | Q2 2020 | 14 |
abrdn Investment Management Ltd | 14 | 14 | 0.00% | 1.00% | 1.44% | Q2 2013 | Q3 2016 | 14 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.12% | 0.23% | Q3 2014 | Q4 2017 | 14 |
MILLER VALUE PARTNERS, LLC | 14 | 14 | 1.06% | 1.75% | 2.94% | Q2 2014 | Q3 2017 | 14 |
Perceptive Advisors | 5 | 1 | 0.02% | 0.89% | 4.47% | Q2 2013 | Q1 2020 | 14 |
Ruffer LLP | 14 | 14 | 0.03% | 2.37% | 8.60% | Q1 2015 | Q2 2018 | 14 |
Hemenway Trust Co LLC | 14 | 14 | 0.10% | 0.53% | 1.48% | Q2 2015 | Q3 2018 | 14 |
Axiom Investment Management LLC | 9 | 1 | 0.08% | 2.21% | 7.59% | Q4 2018 | Q4 2022 | 14 |
First Long Island Investors, LLC | 14 | 14 | 0.61% | 2.53% | 4.10% | Q3 2013 | Q4 2016 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.22% | 0.35% | 0.70% | Q1 2020 | Q3 2023 | 14 |
Jasper Ridge Partners, L.P. | 14 | 14 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.46% | 0.67% | 0.86% | Q2 2013 | Q3 2016 | 14 |
Confluence Wealth Management LLC | 12 | 2 | 0.16% | 0.97% | 1.87% | Q1 2014 | Q3 2018 | 14 |
Fiera Capital (Europe) Ltd. | 14 | 14 | 0.13% | 0.38% | 1.43% | Q4 2013 | Q1 2017 | 14 |
ROBSHAW & JULIAN ASSOCIATES INC | 14 | 14 | 1.03% | 2.09% | 2.59% | Q1 2014 | Q2 2017 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.35% | 0.58% | 0.80% | Q4 2014 | Q1 2018 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.81% | 4.57% | Q3 2013 | Q1 2023 | 14 |
Columbus Macro, LLC | 14 | 14 | 0.42% | 0.76% | 1.33% | Q2 2018 | Q3 2021 | 14 |
Carolina Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.16% | 2.14% | Q4 2019 | Q3 2023 | 14 |
Bienville Capital Management, LLC | 12 | 1 | 0.03% | 0.12% | 0.47% | Q4 2014 | Q2 2020 | 14 |
Annex Advisory Services, LLC | 8 | 6 | 0.07% | 0.16% | 0.26% | Q3 2015 | Q4 2019 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
SENTINEL ASSET MANAGEMENT, INC. | 14 | 14 | 0.46% | 0.67% | 0.86% | Q2 2013 | Q3 2016 | 14 |
Trust Asset Management LLC | 14 | 14 | 0.05% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Malaga Cove Capital, LLC | 14 | 14 | 0.25% | 0.72% | 1.51% | Q2 2018 | Q3 2021 | 14 |
MIROVA | 12 | 2 | 0.03% | 0.45% | 2.25% | Q4 2018 | Q2 2023 | 14 |
Procyon Advisors, LLC | 10 | 4 | 0.09% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 14 |
WealthTrust Fairport, LLC | 5 | 4 | 0.00% | 0.12% | 0.46% | Q4 2013 | Q1 2019 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Krensavage Asset Management, LLC | 14 | 14 | 2.70% | 9.98% | 13.43% | Q4 2016 | Q1 2020 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.07% | 0.21% | Q4 2015 | Q1 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.24% | 0.62% | Q2 2013 | Q3 2016 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.50% | 1.01% | 1.52% | Q4 2013 | Q1 2017 | 14 |
CIBC BANK USA | 14 | 14 | 0.06% | 0.20% | 0.36% | Q2 2013 | Q3 2016 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.12% | 0.31% | 0.62% | Q4 2017 | Q1 2021 | 14 |
ROCKY MOUNTAIN ADVISERS, LLC | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 6 | 1 | 0.04% | 0.16% | 0.39% | Q4 2018 | Q3 2023 | 14 |
Biondo Investment Advisors, LLC | 13 | 1 | 2.21% | 4.33% | 6.14% | Q2 2013 | Q1 2017 | 14 |
HERNDON CAPITAL MANAGEMENT LLC | 13 | 1 | 0.08% | 2.01% | 3.16% | Q2 2013 | Q2 2017 | 14 |
Knowledge Leaders Capital, LLC | 13 | 1 | 0.29% | 0.71% | 2.00% | Q4 2011 | Q2 2023 | 14 |
Opes Wealth Management LLC | 14 | 14 | 2.46% | 3.45% | 4.87% | Q2 2020 | Q3 2023 | 14 |
ANALYTIC INVESTORS, LLC | 14 | 14 | 0.01% | 0.31% | 0.89% | Q2 2013 | Q3 2016 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.85% | 3.04% | Q1 2014 | Q3 2023 | 14 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 2 | 0.04% | 0.90% | 1.94% | Q2 2013 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 14 |
ICON ADVISERS INC/CO | 11 | 3 | 0.15% | 0.56% | 1.09% | Q2 2013 | Q1 2017 | 14 |
FORTALEZA ASSET MANAGEMENT INC/ | 13 | 1 | 0.60% | 1.52% | 2.35% | Q2 2013 | Q3 2017 | 14 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.00% | 0.20% | 1.33% | Q4 2018 | Q3 2023 | 14 |
ATALANTA SOSNOFF CAPITAL, LLC | 12 | 2 | 0.13% | 2.01% | 3.18% | Q2 2013 | Q4 2018 | 14 |
DEERE & CO | 14 | 14 | 0.44% | 0.61% | 0.79% | Q2 2013 | Q3 2016 | 14 |
Parametric Risk Advisors LLC | 14 | 14 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2016 | 14 |
NF Trinity Capital (Hong Kong) Ltd | 14 | 14 | 0.80% | 1.08% | 1.79% | Q4 2015 | Q1 2019 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.02% | 0.11% | 0.30% | Q1 2020 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.12% | 0.38% | 0.87% | Q1 2020 | Q2 2023 | 14 |
COURIER CAPITAL LLC | 8 | 2 | 0.06% | 0.18% | 0.59% | Q3 2014 | Q3 2023 | 14 |
PERKINS CAPITAL MANAGEMENT INC | 13 | 1 | 0.46% | 0.83% | 1.25% | Q1 2020 | Q3 2023 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2023 | 14 |
GOODWIN DANIEL L | 14 | 14 | 0.16% | 0.52% | 0.66% | Q3 2016 | Q4 2019 | 14 |
Bridgecreek Investment Management, LLC | 13 | 13 | 0.13% | 1.37% | 1.96% | Q4 2013 | Q4 2016 | 13 |
Liberty Capital Management, Inc. | 13 | 13 | 0.06% | 0.25% | 0.49% | Q4 2014 | Q4 2017 | 13 |
Westhampton Capital, LLC | 13 | 13 | 0.15% | 0.34% | 0.65% | Q2 2019 | Q2 2022 | 13 |
Wela Strategies, Inc. | 12 | 1 | 0.12% | 0.18% | 0.27% | Q3 2020 | Q4 2023 | 13 |
DG CAPITAL MANAGEMENT INC | 13 | 13 | 0.57% | 2.76% | 3.82% | Q2 2013 | Q2 2016 | 13 |
Virtus Fund Advisers, LLC | 11 | 2 | 0.04% | 0.33% | 0.50% | Q2 2014 | Q4 2017 | 13 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 8 | 5 | 1.93% | 2.64% | 3.65% | Q2 2013 | Q3 2016 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.61% | 1.36% | 2.04% | Q2 2013 | Q2 2016 | 13 |
West Branch Capital LLC | 10 | 3 | 0.03% | 0.15% | 0.88% | Q3 2019 | Q3 2023 | 13 |
CEDAR HILL ASSOCIATES, LLC | 12 | 1 | 0.05% | 1.01% | 1.68% | Q2 2013 | Q3 2017 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.06% | 0.18% | Q4 2019 | Q4 2022 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.00% | 0.77% | 1.39% | Q1 2014 | Q2 2021 | 13 |
Acropolis Investment Management, LLC | 13 | 13 | 0.02% | 0.12% | 0.24% | Q3 2015 | Q3 2018 | 13 |
CHATHAM CAPITAL GROUP, INC. | 13 | 13 | 0.08% | 0.17% | 0.27% | Q3 2014 | Q3 2017 | 13 |
BFSG, LLC | 6 | 1 | 0.03% | 0.32% | 0.74% | Q1 2017 | Q3 2023 | 13 |
RWA WEALTH PARTNERS, LLC | 6 | 2 | 0.01% | 0.22% | 0.61% | Q1 2017 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.09% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Monte Financial Group, LLC | 13 | 13 | 2.06% | 2.88% | 3.46% | Q4 2017 | Q4 2020 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q2 2021 | 13 |
SIRIOS CAPITAL MANAGEMENT L P | 13 | 13 | 1.35% | 2.35% | 3.58% | Q2 2013 | Q2 2016 | 13 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 13 | 13 | 0.86% | 1.20% | 1.72% | Q3 2020 | Q3 2023 | 13 |
CSS LLC/IL | 5 | 1 | 0.02% | 0.08% | 0.33% | Q1 2014 | Q3 2023 | 13 |
First Command Financial Services, Inc. | 10 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2020 | 13 |
First Command Bank | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 13 |
Triangle Securities Wealth Management | 12 | 1 | 0.06% | 0.47% | 0.80% | Q2 2013 | Q1 2017 | 13 |
COHEN & STEERS, INC. | 10 | 1 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 13 |
Continuum Advisory, LLC | 7 | 6 | 0.09% | 0.20% | 0.31% | Q1 2020 | Q3 2023 | 13 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 1 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q1 2018 | 13 |
Saturna Capital CORP | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 13 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.09% | 0.17% | Q4 2013 | Q4 2016 | 13 |
Truehand, Inc | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 1 | 0.03% | 0.16% | 1.13% | Q1 2016 | Q3 2019 | 13 |
RS INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q2 2016 | 13 |
Congress Park Capital LLC | 9 | 4 | 0.11% | 0.20% | 0.40% | Q4 2017 | Q4 2021 | 13 |
Origin Asset Management LLP | 13 | 13 | 0.05% | 1.69% | 2.77% | Q4 2013 | Q4 2016 | 13 |
Camelot Portfolios, LLC | 7 | 6 | 0.13% | 0.24% | 0.44% | Q4 2014 | Q4 2022 | 13 |
WBI INVESTMENTS, LLC | 9 | 1 | 0.02% | 0.60% | 1.32% | Q4 2014 | Q1 2023 | 13 |
Sicart Associates LLC | 13 | 13 | 1.14% | 3.21% | 4.34% | Q3 2020 | Q3 2023 | 13 |
MITCHELL CAPITAL MANAGEMENT CO | 13 | 13 | 2.31% | 3.87% | 5.34% | Q2 2013 | Q2 2016 | 13 |
Strategic Investment Advisors / MI | 8 | 5 | 0.10% | 0.31% | 0.70% | Q3 2019 | Q3 2023 | 13 |
COLUMBUS CIRCLE INVESTORS | 13 | 13 | 1.38% | 2.58% | 3.15% | Q2 2013 | Q2 2016 | 13 |
Zweig-DiMenna Associates LLC | 8 | 1 | 0.01% | 0.45% | 1.51% | Q2 2013 | Q3 2017 | 13 |
Good Life Advisors, LLC | 8 | 1 | 0.03% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 13 |
Lingohr Asset Management GmbH | 13 | 13 | 0.52% | 0.85% | 1.16% | Q1 2015 | Q1 2018 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.42% | 0.69% | 1.00% | Q2 2019 | Q2 2022 | 13 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.35% | 0.45% | 0.54% | Q3 2020 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 13 |
CI Global Investments Inc. | 8 | 5 | 0.08% | 2.00% | 6.42% | Q2 2013 | Q3 2018 | 13 |
CORRADO ADVISORS, LLC | 12 | 1 | 0.09% | 2.93% | 4.50% | Q1 2015 | Q4 2022 | 13 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 13 | 13 | 0.66% | 2.21% | 3.12% | Q3 2013 | Q3 2016 | 13 |
Arkadios Wealth Advisors | 8 | 5 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.07% | 0.22% | 0.38% | Q4 2020 | Q4 2023 | 13 |
CG Asset Management LLC | 13 | 13 | 0.84% | 2.46% | 3.62% | Q4 2013 | Q4 2016 | 13 |
Gladstone Institutional Advisory LLC | 8 | 5 | 0.05% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 13 |
CORNERSTONE ADVISORS INC | 8 | 5 | 0.20% | 0.33% | 0.47% | Q2 2014 | Q1 2018 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Quantamental Technologies LLC | 8 | 1 | 0.11% | 0.58% | 2.11% | Q4 2018 | Q3 2023 | 13 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 13 | 13 | 0.07% | 0.19% | 0.30% | Q3 2017 | Q3 2020 | 13 |
BEACH INVESTMENT COUNSEL INC/PA | 11 | 2 | 0.03% | 0.43% | 1.38% | Q1 2013 | Q3 2016 | 13 |
CUE ADVISORY SERVICES, INC. | 8 | 5 | 0.33% | 0.56% | 0.79% | Q4 2014 | Q3 2018 | 13 |
NorthRock Partners, LLC | 6 | 3 | 0.02% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.90% | 1.24% | 1.42% | Q3 2020 | Q3 2023 | 13 |
BSW Wealth Partners | 11 | 2 | 0.03% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.10% | 0.22% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.42% | 0.53% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 0.50% | 2.12% | Q2 2013 | Q3 2021 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 1.04% | 4.11% | 6.84% | Q3 2020 | Q3 2023 | 13 |
Kemper Corp Master Retirement Trust | 13 | 13 | 0.13% | 0.64% | 0.80% | Q1 2014 | Q1 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Stone Ridge Asset Management LLC | 6 | 1 | 0.22% | 0.79% | 1.84% | Q4 2014 | Q2 2020 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
First National Bank of Hutchinson | 13 | 13 | 0.21% | 0.55% | 0.78% | Q2 2013 | Q2 2016 | 13 |
Wunderlich Capital Managemnt | 13 | 13 | 0.66% | 1.10% | 1.65% | Q2 2014 | Q2 2017 | 13 |
Gleason Group, Inc. | 13 | 13 | 0.14% | 0.18% | 0.22% | Q3 2020 | Q3 2023 | 13 |
CHELSEA COUNSEL CO | 13 | 13 | 0.06% | 0.13% | 0.20% | Q4 2013 | Q4 2016 | 13 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 1 | 0.02% | 0.50% | 1.16% | Q3 2014 | Q1 2018 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 0.53% | 1.12% | 2.71% | Q2 2013 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.07% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 13 |
PointState Capital LP | 9 | 1 | 0.05% | 0.40% | 1.32% | Q2 2013 | Q4 2021 | 13 |
M.D. Sass, Inc. | 13 | 13 | 0.20% | 1.08% | 2.94% | Q1 2015 | Q1 2018 | 13 |
Cincinnati Specialty Underwriters Insurance CO | 13 | 13 | 1.49% | 2.16% | 2.98% | Q1 2017 | Q1 2020 | 13 |
MFA WEALTH ADVISORS, LLC | 13 | 13 | 0.20% | 0.65% | 1.10% | Q4 2018 | Q4 2021 | 13 |
Detwiler Fenton Investment Management LLC | 5 | 1 | 0.29% | 1.17% | 3.80% | Q1 2011 | Q4 2015 | 13 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 6 | 3 | 0.29% | 2.94% | 4.16% | Q3 2013 | Q1 2017 | 13 |
Eudaimonia Partners, LLC | 7 | 6 | 0.04% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 13 |
Altshuler Shaham Ltd | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 13 |
Contrarius Investment Management Ltd | 10 | 3 | 0.18% | 1.47% | 5.07% | Q3 2015 | Q4 2018 | 13 |
Woodline Partners LP | 11 | 1 | 0.40% | 1.01% | 2.25% | Q4 2019 | Q3 2023 | 13 |
FAGAN ASSOCIATES, INC. | 7 | 1 | 0.08% | 1.47% | 4.90% | Q1 2014 | Q3 2023 | 13 |
WEALTH ADVISORS, INC. | 4 | 3 | 0.00% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 13 |
WHEATLAND ADVISORS INC | 13 | 13 | 1.38% | 2.06% | 3.76% | Q2 2017 | Q2 2020 | 13 |
Beacon Harbor Wealth Advisors, Inc. | 11 | 2 | 1.23% | 1.69% | 2.80% | Q2 2019 | Q3 2023 | 13 |
GeoWealth Management, LLC | 12 | 1 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.15% | 0.25% | 0.43% | Q2 2013 | Q2 2016 | 13 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Ascent Wealth Partners, LLC | 12 | 1 | 0.13% | 0.29% | 0.42% | Q2 2014 | Q4 2017 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q4 2022 | 13 |
Beacon Pointe Advisors, LLC | 12 | 1 | 0.01% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Airain ltd | 13 | 13 | 0.30% | 0.90% | 1.68% | Q2 2014 | Q2 2017 | 13 |
VECTOR WEALTH MANAGEMENT, LLC | 13 | 13 | 0.15% | 0.22% | 0.30% | Q1 2013 | Q1 2016 | 13 |
Roble, Belko & Company, Inc | 9 | 4 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.08% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.01% | 0.09% | 0.97% | Q4 2020 | Q3 2023 | 12 |
NEW AMSTERDAM PARTNERS LLC/NY | 12 | 12 | 0.06% | 0.22% | 0.40% | Q2 2013 | Q1 2016 | 12 |
TFO Wealth Partners, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Summit Trail Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 12 |
RONALD BLUE & CO LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q2 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.15% | 0.50% | 1.63% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.20% | 0.66% | 2.08% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.20% | 0.63% | 1.99% | Q4 2016 | Q3 2019 | 12 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 12 | 12 | 2.01% | 4.36% | 7.16% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.13% | 0.43% | 1.35% | Q4 2016 | Q3 2019 | 12 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 12 | 12 | 0.46% | 0.73% | 1.03% | Q3 2015 | Q2 2018 | 12 |
EMERALD ADVISERS, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q1 2021 | 12 |
D L CARLSON INVESTMENT GROUP INC | 12 | 12 | 0.14% | 0.54% | 1.10% | Q1 2014 | Q4 2016 | 12 |
PZENA INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 12 |
StoneX Group Inc. | 6 | 1 | 0.03% | 0.19% | 0.35% | Q2 2017 | Q3 2023 | 12 |
Accuvest Global Advisors | 11 | 1 | 0.18% | 0.26% | 0.35% | Q2 2014 | Q2 2017 | 12 |
WESTWOOD MANAGEMENT CORP /IL/ | 12 | 12 | 3.74% | 5.12% | 6.31% | Q2 2013 | Q1 2016 | 12 |
Granite Investment Advisors, LLC | 12 | 12 | 0.95% | 1.22% | 1.51% | Q2 2015 | Q1 2018 | 12 |
Decatur Capital Management, Inc. | 8 | 4 | 0.94% | 1.52% | 2.19% | Q4 2013 | Q3 2020 | 12 |
Renaissance Investment Group LLC | 12 | 12 | 0.09% | 0.92% | 1.74% | Q4 2014 | Q3 2017 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2014 | Q3 2017 | 12 |
DILLON & ASSOCIATES INC | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2013 | Q3 2016 | 12 |
Birch Hill Investment Advisors LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2017 | 12 |
Asset Management Group, Inc. | 6 | 3 | 0.04% | 0.09% | 0.25% | Q1 2020 | Q2 2023 | 12 |
Leucadia National | 4 | 4 | 0.03% | 0.09% | 0.28% | Q4 2022 | Q3 2023 | 12 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Autus Asset Management, LLC | 8 | 4 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 12 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 12 |
Stanley Capital Management, LLC | 12 | 12 | 1.62% | 2.96% | 4.36% | Q4 2014 | Q3 2017 | 12 |
Ninety One UK Ltd | 4 | 1 | 0.00% | 0.38% | 1.52% | Q1 2016 | Q1 2020 | 12 |
Stelac Advisory Services LLC | 8 | 4 | 0.04% | 0.13% | 0.26% | Q4 2016 | Q4 2019 | 12 |
Mizuho Securities Co. Ltd. | 9 | 1 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q4 2022 | 12 |
Fairpointe Capital LLC | 12 | 12 | 0.02% | 0.17% | 1.13% | Q2 2018 | Q1 2021 | 12 |
MONROE BANK & TRUST/MI | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 12 |
Partnervest Advisory Services LLC | 5 | 1 | 0.00% | 0.12% | 0.20% | Q4 2013 | Q3 2020 | 12 |
Euclid Advisors LLC | 6 | 6 | 0.41% | 0.59% | 1.18% | Q2 2013 | Q2 2016 | 12 |
AR ASSET MANAGEMENT INC | 12 | 12 | 0.19% | 0.29% | 0.43% | Q3 2015 | Q2 2018 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 1 | 0.01% | 0.14% | 0.86% | Q4 2019 | Q4 2022 | 12 |
TRUST CO OF OKLAHOMA | 12 | 12 | 0.12% | 0.28% | 0.35% | Q1 2016 | Q4 2018 | 12 |
ALTA CAPITAL MANAGEMENT LLC/ | 12 | 12 | 0.15% | 0.70% | 1.15% | Q1 2014 | Q4 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.24% | 0.36% | 0.51% | Q2 2013 | Q1 2016 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
GERMAN AMERICAN BANCORP, INC. | 12 | 12 | 0.37% | 0.96% | 1.44% | Q2 2018 | Q1 2021 | 12 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 1 | 0.26% | 1.15% | 2.99% | Q1 2014 | Q4 2020 | 12 |
LYNCH & ASSOCIATES/IN | 12 | 12 | 0.28% | 0.41% | 0.50% | Q3 2017 | Q2 2020 | 12 |
MONTAG & CALDWELL, LLC | 12 | 12 | 1.10% | 3.25% | 5.13% | Q3 2013 | Q2 2016 | 12 |
New Harbor Financial Group, LLC | 8 | 4 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 12 |
MCRAE CAPITAL MANAGEMENT INC | 11 | 1 | 0.09% | 0.12% | 0.16% | Q4 2013 | Q4 2016 | 12 |
Baltimore-Washington Financial Advisors, Inc. | 12 | 12 | 0.70% | 1.06% | 1.35% | Q4 2013 | Q3 2016 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SMITH, MOORE & CO. | 8 | 4 | 0.03% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 12 |
Visium Asset Management, LP | 8 | 3 | 0.00% | 1.15% | 6.14% | Q2 2013 | Q1 2016 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.38% | 0.49% | 0.66% | Q4 2020 | Q3 2023 | 12 |
GUARDIAN INVESTMENT MANAGEMENT | 12 | 12 | 0.50% | 0.60% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.21% | 0.33% | 0.43% | Q4 2020 | Q3 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.26% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.18% | 0.22% | 0.33% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 3.16% | 4.92% | 14.68% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.88% | 1.13% | 1.46% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.15% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.20% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.20% | 0.28% | 0.45% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.11% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.98% | 1.27% | 1.55% | Q2 2013 | Q1 2016 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 6.23% | 7.53% | 8.33% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.35% | 1.95% | 2.52% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 0.44% | 1.29% | 2.65% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Matarin Capital Management, LLC | 10 | 2 | 0.23% | 0.54% | 0.70% | Q2 2013 | Q2 2016 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.14% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Sustainable Insight Capital Management, LLC | 5 | 1 | 0.14% | 0.48% | 3.12% | Q4 2016 | Q2 2022 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.06% | 0.52% | 1.62% | Q2 2013 | Q3 2023 | 12 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.62% | 0.98% | 1.36% | Q2 2014 | Q1 2017 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.07% | 0.14% | 0.29% | Q1 2020 | Q2 2023 | 12 |
Clark Capital Management Group, Inc. | 12 | 12 | 0.04% | 0.55% | 1.44% | Q2 2013 | Q1 2016 | 12 |
MENORA MIVTACHIM HOLDINGS LTD. | 10 | 2 | 0.65% | 2.90% | 4.86% | Q3 2014 | Q1 2018 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.17% | 0.32% | 0.55% | Q2 2020 | Q1 2023 | 12 |
Lehman Financial Resources, Inc. | 7 | 5 | 0.01% | 0.41% | 1.56% | Q1 2014 | Q3 2018 | 12 |
Royal Fund Management, LLC | 10 | 2 | 0.00% | 0.14% | 0.76% | Q4 2016 | Q1 2020 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.71% | 1.36% | 2.07% | Q4 2019 | Q3 2023 | 12 |
Dempze Nancy E | 12 | 12 | 0.45% | 1.01% | 1.58% | Q4 2015 | Q3 2018 | 12 |
Hixon Zuercher, LLC | 12 | 12 | 0.58% | 1.47% | 6.04% | Q4 2019 | Q3 2022 | 12 |
BEACON TRUST CO | 12 | 12 | 0.04% | 0.18% | 0.53% | Q2 2014 | Q1 2017 | 12 |
MADDEN SECURITIES Corp | 12 | 12 | 0.10% | 0.18% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Sivik Global Healthcare LLC | 4 | 1 | 1.11% | 2.08% | 3.00% | Q4 2013 | Q2 2020 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.26% | 0.66% | 0.94% | Q2 2013 | Q1 2016 | 12 |
BANK PICTET & CIE (ASIA) LTD | 11 | 1 | 0.12% | 0.32% | 0.58% | Q1 2015 | Q4 2019 | 12 |
Blue Edge Capital, LLC | 12 | 12 | 0.41% | 0.68% | 0.88% | Q1 2014 | Q4 2016 | 12 |
Hamilton Point Investment Advisors, LLC | 12 | 12 | 0.83% | 1.20% | 1.84% | Q2 2015 | Q1 2018 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.01% | 0.71% | 1.03% | Q4 2020 | Q3 2023 | 12 |
First Light Asset Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.23% | 1.14% | 2.93% | Q1 2014 | Q4 2018 | 12 |
SHAKER INVESTMENTS LLC/OH | 12 | 12 | 0.84% | 2.34% | 3.82% | Q1 2014 | Q4 2016 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.06% | 0.14% | 0.26% | Q3 2013 | Q2 2016 | 12 |
IPG Investment Advisors LLC | 4 | 1 | 0.08% | 0.25% | 0.54% | Q4 2014 | Q1 2020 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Taylor Wealth Management Partners | 7 | 5 | 0.06% | 0.11% | 0.15% | Q1 2015 | Q2 2022 | 12 |
Ardevora Asset Management LLP | 8 | 4 | 0.41% | 1.18% | 1.76% | Q4 2014 | Q3 2023 | 12 |
Leelyn Smith, LLC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2022 | 12 |
Roundview Capital LLC | 10 | 1 | 0.10% | 0.56% | 0.84% | Q2 2014 | Q3 2017 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 12 |
Cornerstone Wealth Group, LLC | 5 | 2 | 0.37% | 0.82% | 1.36% | Q2 2019 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Gibraltar Capital Management, Inc. | 7 | 5 | 0.14% | 2.73% | 6.42% | Q1 2015 | Q4 2022 | 12 |
Verde Servicos Internacionais S.A. | 12 | 12 | 0.36% | 1.14% | 2.86% | Q4 2015 | Q3 2018 | 12 |
Newfound Research LLC | 9 | 3 | 0.00% | 0.04% | 0.22% | Q1 2018 | Q3 2022 | 12 |
Abundance Wealth Counselors | 6 | 1 | 0.13% | 0.39% | 0.68% | Q2 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Laffer Tengler Investments, Inc. | 12 | 12 | 0.00% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Channing Capital Management, LLC | 8 | 4 | 0.22% | 0.31% | 0.38% | Q2 2016 | Q4 2019 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.36% | 0.48% | 0.58% | Q2 2013 | Q1 2016 | 12 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 1.40% | 5.53% | Q2 2015 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q1 2021 | 12 |
Apex Capital Management | 12 | 12 | 0.14% | 0.21% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.17% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 11 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q1 2023 | 12 |
Harfst & Associates, Inc. | 7 | 2 | 0.00% | 0.19% | 0.59% | Q2 2015 | Q1 2021 | 12 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.12% | 0.44% | Q4 2018 | Q2 2023 | 12 |
Wealth Alliance Advisory Group, LLC | 5 | 1 | 0.08% | 0.13% | 0.20% | Q1 2018 | Q1 2023 | 12 |
REYNOLDS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.38% | 0.94% | 2.30% | Q2 2013 | Q1 2016 | 12 |
Gratus Capital, LLC | 7 | 1 | 0.03% | 0.84% | 1.72% | Q4 2014 | Q1 2021 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.07% | 0.12% | 0.38% | Q3 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.19% | 0.62% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.05% | 0.14% | 0.27% | Q3 2015 | Q3 2018 | 12 |
Keeler Thomas Management LLC | 12 | 12 | 0.18% | 0.43% | 0.77% | Q4 2017 | Q3 2020 | 12 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.16% | 0.50% | Q4 2017 | Q1 2023 | 12 |
Legacy Advisors, LLC | 8 | 1 | 0.00% | 0.07% | 0.37% | Q4 2016 | Q4 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 12 | 12 | 0.72% | 2.99% | 7.35% | Q1 2016 | Q4 2018 | 12 |
Pearl River Capital, LLC | 4 | 1 | 0.06% | 0.52% | 1.47% | Q4 2018 | Q3 2023 | 12 |
FLC Capital Advisors | 12 | 12 | 0.06% | 0.14% | 0.24% | Q3 2020 | Q2 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Probity Advisors, Inc. | 8 | 2 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 12 |
First Capital Advisors Group, LLC. | 7 | 5 | 0.23% | 0.36% | 0.44% | Q2 2017 | Q2 2023 | 12 |
Weatherstone Capital Management | 10 | 1 | 0.11% | 0.32% | 0.49% | Q4 2015 | Q1 2019 | 11 |
PICTET BANK & TRUST Ltd | 8 | 1 | 0.08% | 0.19% | 0.36% | Q3 2014 | Q4 2020 | 11 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 11 | 11 | 0.00% | 0.05% | 0.07% | Q4 2015 | Q2 2018 | 11 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Yellowstone Partners, LLC | 9 | 2 | 0.09% | 0.20% | 0.28% | Q2 2014 | Q4 2017 | 11 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 8 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 11 |
CONDOR CAPITAL MANAGEMENT | 11 | 11 | 0.18% | 0.24% | 0.30% | Q2 2014 | Q4 2016 | 11 |
L & S Advisors Inc | 4 | 1 | 0.13% | 1.32% | 2.43% | Q2 2013 | Q3 2018 | 11 |
AlphaCentric Advisors LLC | 6 | 5 | 0.03% | 0.35% | 0.86% | Q2 2020 | Q3 2023 | 11 |
Newman Dignan & Sheerar, Inc. | 11 | 11 | 0.14% | 0.50% | 0.88% | Q2 2014 | Q4 2016 | 11 |
CITIZENS & NORTHERN CORP | 11 | 11 | 0.50% | 0.73% | 0.95% | Q4 2014 | Q2 2017 | 11 |
JAMES INVESTMENT RESEARCH INC | 10 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q1 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Dorsey Wright & Associates | 9 | 2 | 0.14% | 0.50% | 1.17% | Q2 2013 | Q2 2023 | 11 |
Pinkerton Retirement Specialists, LLC | 7 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q2 2023 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.06% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 11 |
Principle Wealth Partners LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 11 |
Timber Hill LLC | 4 | 2 | 0.00% | 0.07% | 0.52% | Q3 2013 | Q1 2018 | 11 |
Range Financial Group LLC | 11 | 11 | 0.47% | 0.68% | 0.86% | Q1 2021 | Q3 2023 | 11 |
ORBIS HOLDINGS LTD | 11 | 11 | 0.08% | 1.23% | 4.20% | Q2 2013 | Q4 2015 | 11 |
Divergent Wealth Advisors | 11 | 11 | 0.65% | 0.87% | 1.07% | Q1 2018 | Q3 2020 | 11 |
Zions Bancorporation | 9 | 1 | 0.02% | 0.13% | 0.21% | Q1 2015 | Q3 2018 | 11 |
NS Partners Ltd | 11 | 11 | 0.31% | 0.76% | 1.38% | Q2 2015 | Q4 2017 | 11 |
ASPIRIANT, LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2020 | 11 |
Signature Wealth Management Partners, LLC | 11 | 11 | 0.20% | 0.26% | 0.33% | Q4 2020 | Q2 2023 | 11 |
Krane Funds Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 4 | 1 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 11 |
NEXT CENTURY GROWTH INVESTORS LLC | 10 | 1 | 0.07% | 0.18% | 0.28% | Q2 2013 | Q1 2020 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Jackson Wealth Management, LLC | 8 | 3 | 0.29% | 0.54% | 0.76% | Q4 2014 | Q3 2020 | 11 |
PFG Advisors | 7 | 4 | 0.02% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q4 2022 | 11 |
FISHMAN JAY A LTD/MI | 11 | 11 | 0.21% | 2.78% | 4.17% | Q2 2013 | Q4 2015 | 11 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8 | 3 | 0.28% | 0.56% | 0.74% | Q4 2017 | Q4 2020 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.18% | 0.94% | 2.38% | Q3 2017 | Q1 2020 | 11 |
Wealthspire Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 11 |
Leonard Rickey Investment Advisors P.L.L.C. | 11 | 11 | 0.14% | 0.19% | 0.22% | Q4 2017 | Q2 2020 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.23% | 0.32% | 0.49% | Q1 2021 | Q3 2023 | 11 |
ROYCE & ASSOCIATES LP | 7 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
GLG Partners LP | 5 | 1 | 0.00% | 0.25% | 0.97% | Q2 2013 | Q4 2017 | 11 |
Nicholas Investment Partners, LP | 11 | 11 | 0.05% | 0.10% | 0.14% | Q3 2013 | Q1 2016 | 11 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 4 | 0.02% | 0.48% | 1.62% | Q2 2013 | Q4 2022 | 11 |
AXIOM INVESTORS LLC /DE | 6 | 5 | 0.93% | 1.61% | 2.15% | Q2 2013 | Q2 2016 | 11 |
Mine & Arao Wealth Creation & Management, LLC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
MIDAS MANAGEMENT CORP | 11 | 11 | 0.59% | 0.93% | 1.30% | Q4 2015 | Q2 2018 | 11 |
ALBERT D MASON INC | 9 | 2 | 0.16% | 0.30% | 0.39% | Q1 2018 | Q4 2023 | 11 |
Smith Affiliated Capital Corp. | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2015 | Q3 2017 | 11 |
Garde Capital, Inc. | 6 | 1 | 0.02% | 0.12% | 0.24% | Q3 2014 | Q2 2023 | 11 |
Prairiewood Capital, LLC | 11 | 11 | 0.42% | 0.67% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Boulegeris Investments, Inc. | 11 | 11 | 0.84% | 4.31% | 5.94% | Q3 2014 | Q1 2017 | 11 |
Hilton Capital Management, LLC | 6 | 5 | 0.01% | 0.05% | 0.13% | Q3 2015 | Q3 2019 | 11 |
Rail-Splitter Capital Management, LLC | 7 | 4 | 1.23% | 2.40% | 3.21% | Q2 2013 | Q1 2016 | 11 |
Adalta Capital Management LLC | 7 | 1 | 0.13% | 0.17% | 0.20% | Q1 2017 | Q3 2020 | 11 |
UNITED BANK | 11 | 11 | 0.08% | 0.35% | 0.75% | Q3 2015 | Q1 2018 | 11 |
Baker Brothers Advisors | 11 | 11 | 0.20% | 0.47% | 1.26% | Q2 2013 | Q4 2015 | 11 |
Icon Wealth Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.42% | Q4 2017 | Q3 2023 | 11 |
Cambridge Financial Group, Inc. | 11 | 11 | 2.72% | 3.44% | 4.20% | Q2 2013 | Q4 2015 | 11 |
Page Arthur B | 11 | 11 | 0.26% | 0.74% | 0.98% | Q1 2016 | Q3 2018 | 11 |
Winslow Capital Management, LLC | 11 | 11 | 0.97% | 1.80% | 2.60% | Q2 2013 | Q4 2015 | 11 |
Sarissa Capital Management LP | 11 | 11 | 7.06% | 11.66% | 18.16% | Q1 2021 | Q3 2023 | 11 |
Sarasin & Partners LLP | 11 | 11 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q4 2015 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Great Diamond Partners, LLC | 5 | 3 | 0.06% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.25% | 0.50% | Q2 2013 | Q4 2015 | 11 |
ALTRINSIC GLOBAL ADVISORS LLC | 7 | 4 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q4 2021 | 11 |
Lokken Investment Group LLC | 10 | 1 | 0.17% | 0.23% | 0.30% | Q1 2012 | Q1 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.28% | 0.91% | 1.51% | Q1 2020 | Q3 2022 | 11 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 1.09% | 1.76% | 2.13% | Q1 2021 | Q3 2023 | 11 |
CROFT-LEOMINSTER INC | 11 | 11 | 0.65% | 1.34% | 2.12% | Q2 2015 | Q4 2017 | 11 |
Weiss Asset Management LP | 5 | 1 | 0.01% | 0.05% | 0.11% | Q3 2017 | Q3 2022 | 11 |
FLOSSBACH VON STORCH AG | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 11 |
Segment Wealth Management, LLC | 11 | 11 | 0.09% | 0.11% | 0.15% | Q4 2013 | Q2 2016 | 11 |
HARBOUR INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.14% | 0.19% | 0.25% | Q4 2013 | Q2 2016 | 11 |
Evanston Investments, Inc., dba Evanston Advisors | 11 | 11 | 0.07% | 1.60% | 2.22% | Q3 2014 | Q1 2017 | 11 |
West Coast Financial LLC | 9 | 1 | 0.05% | 0.14% | 0.30% | Q3 2016 | Q4 2022 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Jacobus Wealth Management, Inc. | 11 | 11 | 0.03% | 0.05% | 0.05% | Q2 2013 | Q4 2015 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.12% | 0.20% | 0.34% | Q4 2019 | Q2 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.44% | 0.92% | Q4 2020 | Q2 2023 | 11 |
Wolff Financial Management LLC | 6 | 1 | 0.08% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 11 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 11 | 11 | 1.28% | 2.41% | 3.27% | Q4 2013 | Q2 2016 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.35% | 0.66% | 1.28% | Q1 2021 | Q3 2023 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 2 | 0.09% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 11 |
Modus Advisors, LLC | 9 | 1 | 0.02% | 0.14% | 0.26% | Q2 2020 | Q4 2023 | 11 |
SHIKIAR ASSET MANAGEMENT INC | 9 | 2 | 0.21% | 2.71% | 5.60% | Q1 2015 | Q2 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.15% | 0.56% | Q4 2017 | Q2 2020 | 11 |
Ironwood Financial, llc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 11 |
Janney Capital Management LLC | 11 | 11 | 0.00% | 0.77% | 1.24% | Q2 2014 | Q4 2016 | 11 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.62% | 4.41% | Q2 2013 | Q3 2023 | 11 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 11 | 0.25% | 0.34% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.20% | 0.34% | 0.41% | Q1 2021 | Q3 2023 | 11 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 8 | 3 | 0.00% | 1.38% | 3.04% | Q3 2017 | Q2 2020 | 11 |
McAdam, LLC | 8 | 3 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 11 |
MARVIN & PALMER ASSOCIATES INC | 7 | 4 | 0.91% | 2.06% | 3.22% | Q2 2013 | Q1 2016 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Hamilton Wealth, LLC | 7 | 4 | 0.84% | 1.76% | 4.14% | Q4 2019 | Q3 2023 | 11 |
CAMBRIDGE TRUST CO | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 11 |
AIA Group Ltd | 9 | 2 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 1.15% | 2.19% | 4.07% | Q4 2020 | Q2 2023 | 11 |
FIRSTMERIT BANK N A TRUSTEE | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q2 2016 | 11 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.01% | 0.14% | 0.68% | Q3 2021 | Q3 2023 | 11 |
Polianta Ltd | 11 | 11 | 0.35% | 0.48% | 0.62% | Q4 2016 | Q2 2019 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Guinness Asset Management LTD | 11 | 11 | 0.41% | 0.65% | 0.89% | Q4 2014 | Q2 2017 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.32% | 0.46% | 0.58% | Q1 2021 | Q3 2023 | 11 |
MAZAMA CAPITAL MANAGEMENT INC | 11 | 11 | 0.98% | 1.30% | 1.97% | Q2 2013 | Q4 2015 | 11 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.03% | 0.18% | 0.41% | Q2 2013 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
TECTONIC ADVISORS LLC | 11 | 11 | 0.06% | 0.24% | 0.42% | Q1 2021 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.21% | 0.27% | 0.38% | Q1 2021 | Q3 2023 | 11 |
CSU Producer Resources, Inc. | 7 | 4 | 1.06% | 2.14% | 4.68% | Q4 2015 | Q1 2020 | 11 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.28% | 0.46% | Q2 2010 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Samsung Asset Management (New York), Inc. | 11 | 11 | 0.40% | 0.73% | 1.28% | Q1 2014 | Q3 2016 | 11 |
Nan Shan Life Insurance Co., Ltd. | 7 | 2 | 0.14% | 0.64% | 1.25% | Q4 2019 | Q3 2023 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 1.41% | 2.07% | 3.10% | Q2 2013 | Q4 2015 | 11 |
Horst & Graben Wealth Management LLC | 6 | 1 | 0.06% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Peregrine Asset Advisers, Inc. | 7 | 1 | 0.13% | 1.51% | 5.23% | Q1 2014 | Q4 2021 | 11 |
CAMBIAR INVESTORS LLC | 7 | 4 | 0.01% | 0.55% | 1.92% | Q3 2019 | Q3 2022 | 11 |
Princeton Portfolio Strategies Group LLC | 11 | 11 | 0.11% | 0.20% | 0.45% | Q2 2015 | Q4 2017 | 11 |
Integre Asset Management, LLC | 9 | 2 | 0.21% | 0.37% | 0.92% | Q4 2014 | Q3 2017 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.40% | 0.56% | 1.05% | Q1 2021 | Q3 2023 | 11 |
Mendel Money Management | 7 | 4 | 0.19% | 0.69% | 1.70% | Q3 2014 | Q3 2023 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
GAM SYSTEMATIC LLP | 8 | 2 | 0.02% | 0.30% | 0.59% | Q1 2015 | Q3 2017 | 10 |
D. SCOTT NEAL, INC. | 10 | 10 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q1 2018 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.04% | 1.03% | 1.38% | Q2 2013 | Q3 2015 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2022 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q2 2018 | 10 |
RMR Wealth Builders | 6 | 1 | 0.01% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 10 |
FRONTIER INVESTMENT MGMT CO | 7 | 1 | 0.04% | 0.28% | 0.48% | Q2 2014 | Q2 2020 | 10 |
Seven Springs Wealth Group, LLC | 6 | 4 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q2 2023 | 10 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.10% | 0.39% | 0.90% | Q1 2014 | Q1 2019 | 10 |
Surevest, LLC | 6 | 4 | 0.01% | 0.30% | 0.72% | Q4 2018 | Q3 2022 | 10 |
Capital Directions Investment Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 10 |
Princeton Alpha Management LP | 7 | 1 | 0.10% | 0.41% | 0.97% | Q4 2013 | Q4 2016 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Passport Capital, LLC | 7 | 2 | 0.01% | 0.96% | 8.19% | Q1 2014 | Q3 2016 | 10 |
Cedar Brook Financial Partners, LLC | 4 | 3 | 0.06% | 0.10% | 0.17% | Q1 2019 | Q1 2022 | 10 |
Legacy Private Trust Co. | 10 | 10 | 0.08% | 0.20% | 0.38% | Q2 2014 | Q3 2016 | 10 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3 | 1 | 0.08% | 1.80% | 3.54% | Q2 2013 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
NATIONAL PENN INVESTORS TRUST CO /PA | 7 | 3 | 0.03% | 0.48% | 1.61% | Q2 2013 | Q1 2016 | 10 |
CFO4Life, L.P. | 9 | 1 | 0.21% | 1.03% | 1.64% | Q4 2014 | Q4 2022 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 1.59% | 2.21% | Q4 2014 | Q1 2017 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Phocas Financial Corp. | 10 | 10 | 0.04% | 0.29% | 0.44% | Q2 2014 | Q3 2016 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.04% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 10 |
Morris Capital Advisors, LLC | 10 | 10 | 2.12% | 3.02% | 4.38% | Q4 2015 | Q1 2018 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Kore Private Wealth LLC | 8 | 2 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2021 | 10 |
Marathon Trading Investment Management LLC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2020 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Oder Investment Management, LLC | 6 | 4 | 0.25% | 0.32% | 0.45% | Q4 2020 | Q3 2023 | 10 |
HORAN CAPITAL MANAGEMENT | 10 | 10 | 0.59% | 3.28% | 4.68% | Q1 2016 | Q2 2018 | 10 |
Cadence Bank | 7 | 1 | 0.06% | 0.69% | 0.98% | Q4 2017 | Q3 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 1 | 0.08% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Donald L. Hagan, LLC | 8 | 1 | 0.06% | 0.58% | 1.05% | Q3 2015 | Q4 2022 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.17% | 0.33% | Q1 2021 | Q3 2023 | 10 |
Matterhorn Capital Management, LLC | 10 | 10 | 0.69% | 1.43% | 1.92% | Q2 2014 | Q3 2016 | 10 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.15% | 0.59% | Q1 2015 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.21% | 0.31% | 0.45% | Q2 2021 | Q3 2023 | 10 |
Hall Private Wealth Advisors | 9 | 1 | 0.18% | 4.11% | 6.25% | Q4 2020 | Q2 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.09% | 0.25% | Q4 2022 | Q3 2023 | 10 |
DF DENT & CO INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
First Dallas Securities Inc. | 8 | 2 | 0.13% | 0.23% | 0.36% | Q2 2014 | Q3 2018 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.87% | 1.41% | 1.84% | Q2 2013 | Q3 2015 | 10 |
TRILOGY GLOBAL ADVISORS LP | 10 | 10 | 0.79% | 1.05% | 1.43% | Q1 2015 | Q2 2017 | 10 |
SpiderRock Advisors, LLC | 3 | 2 | 0.00% | 0.07% | 0.56% | Q1 2017 | Q1 2020 | 10 |
MOGY JOEL R INVESTMENT COUNSEL INC | 10 | 10 | 0.08% | 0.85% | 1.38% | Q2 2014 | Q3 2016 | 10 |
LFA - Lugano Financial Advisors SA | 5 | 2 | 0.01% | 0.11% | 0.22% | Q2 2018 | Q3 2023 | 10 |
Marble Harbor Investment Counsel, LLC | 5 | 1 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 10 |
Covenant Asset Management, LLC | 9 | 9 | 0.01% | 0.19% | 0.66% | Q4 2016 | Q4 2018 | 10 |
JENSEN INVESTMENT MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.15% | 0.71% | 1.10% | Q4 2020 | Q3 2023 | 10 |
Northwest Bancshares, Inc. | 10 | 10 | 0.69% | 1.11% | 1.95% | Q4 2017 | Q1 2020 | 10 |
Summit Global Investments | 7 | 1 | 0.22% | 1.04% | 1.62% | Q4 2016 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 10 |
BLB&B Advisors, LLC | 8 | 2 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2019 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 10 | 0.15% | 0.23% | 0.34% | Q1 2021 | Q2 2023 | 10 |
CAPITAL CITY TRUST CO/FL | 10 | 10 | 0.10% | 0.12% | 0.13% | Q4 2016 | Q1 2019 | 10 |
Paulson Wealth Management Inc. | 8 | 1 | 0.01% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 10 |
Bell Bank | 7 | 1 | 0.12% | 0.80% | 1.37% | Q1 2016 | Q3 2023 | 10 |
CHURCHILL MANAGEMENT Corp | 6 | 2 | 0.02% | 1.07% | 5.16% | Q2 2013 | Q4 2021 | 10 |
VERTEX ONE ASSET MANAGEMENT INC. | 10 | 10 | 0.09% | 0.25% | 0.91% | Q1 2017 | Q2 2019 | 10 |
Morse Asset Management, Inc | 10 | 10 | 0.35% | 0.82% | 1.09% | Q1 2017 | Q2 2019 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.07% | 0.15% | 0.23% | Q4 2017 | Q1 2020 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.13% | 0.17% | 0.22% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.33% | 0.98% | Q2 2016 | Q3 2022 | 10 |
BIRINYI ASSOCIATES INC | 9 | 1 | 0.06% | 0.39% | 0.64% | Q3 2013 | Q2 2016 | 10 |
BRR OpCo, LLC | 7 | 3 | 0.04% | 0.15% | 0.24% | Q4 2013 | Q3 2020 | 10 |
Cypress Capital, LLC | 5 | 1 | 0.00% | 0.39% | 0.77% | Q4 2018 | Q4 2021 | 10 |
Gryphon Financial Partners LLC | 10 | 10 | 0.37% | 0.60% | 1.04% | Q4 2017 | Q1 2020 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.07% | 0.16% | Q4 2019 | Q1 2022 | 10 |
ZWEIG ADVISERS LLC | 6 | 4 | 1.25% | 1.58% | 2.04% | Q2 2013 | Q2 2016 | 10 |
Neo Ivy Capital Management | 4 | 1 | 0.03% | 0.35% | 0.88% | Q4 2018 | Q2 2022 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.05% | 0.21% | 0.46% | Q4 2017 | Q2 2020 | 10 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 10 | 10 | 0.05% | 0.75% | 1.70% | Q1 2014 | Q2 2016 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.07% | 0.39% | 0.61% | Q2 2013 | Q4 2015 | 10 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2016 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MIZUHO SECURITIES USA LLC | 4 | 1 | 0.06% | 0.48% | 1.15% | Q2 2013 | Q1 2017 | 10 |
BRAUN STACEY ASSOCIATES INC | 10 | 10 | 0.01% | 0.12% | 0.33% | Q2 2014 | Q3 2016 | 10 |
Bell & Brown Wealth Advisors, LLC | 9 | 1 | 0.11% | 1.09% | 1.43% | Q4 2017 | Q3 2021 | 10 |
TURNER INVESTMENTS LLC | 7 | 1 | 0.04% | 0.50% | 1.07% | Q2 2013 | Q2 2016 | 10 |
ATLANTIC INVESTMENT Co | 10 | 10 | 0.53% | 1.61% | 3.59% | Q2 2013 | Q3 2015 | 10 |
Cupps Capital Management, LLC | 10 | 10 | 0.02% | 0.21% | 0.89% | Q4 2013 | Q1 2016 | 10 |
Ashmore Group plc | 10 | 10 | 0.04% | 0.07% | 0.13% | Q3 2014 | Q4 2016 | 10 |
Successful Portfolios LLC | 3 | 1 | 0.13% | 0.20% | 0.27% | Q1 2018 | Q3 2023 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 2.14% | 2.77% | 3.39% | Q2 2013 | Q3 2015 | 10 |
Stamos Capital Partners, L.P. | 7 | 1 | 0.24% | 0.68% | 1.26% | Q2 2019 | Q3 2023 | 10 |
Artal Group S.A. | 4 | 1 | 0.33% | 0.75% | 1.55% | Q1 2014 | Q4 2017 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.09% | 0.21% | 0.31% | Q1 2018 | Q2 2020 | 10 |
Sanders Capital, LLC | 10 | 10 | 2.39% | 3.51% | 4.13% | Q3 2017 | Q4 2019 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.45% | 0.56% | 0.71% | Q2 2013 | Q3 2015 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.20% | 0.36% | 0.55% | Q2 2013 | Q3 2015 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.27% | 0.99% | 1.33% | Q2 2021 | Q3 2023 | 10 |
Orinda Asset Management LLC | 7 | 1 | 0.13% | 0.21% | 0.35% | Q3 2013 | Q3 2016 | 10 |
Capital Impact Advisors, LLC | 10 | 10 | 0.41% | 0.75% | 1.20% | Q1 2015 | Q2 2017 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.82% | 1.57% | Q1 2015 | Q4 2021 | 10 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.04% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 10 |
Northeast Financial Consultants Inc | 4 | 2 | 0.02% | 0.09% | 0.16% | Q1 2014 | Q1 2020 | 10 |
Amundi | 10 | 10 | 0.28% | 0.42% | 0.51% | Q2 2021 | Q3 2023 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.28% | 0.43% | 0.70% | Q2 2019 | Q3 2021 | 10 |
Kimelman & Baird, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2017 | 10 |
Barbara Oil Co. | 10 | 10 | 0.28% | 0.40% | 0.49% | Q2 2016 | Q3 2018 | 10 |
Weil Company, Inc. | 10 | 10 | 0.15% | 0.40% | 0.57% | Q3 2019 | Q4 2021 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Cornerstone Advisors, LLC | 6 | 4 | 0.30% | 0.48% | 0.68% | Q1 2020 | Q3 2023 | 10 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2019 | 10 |
RDA Financial Network | 7 | 3 | 0.10% | 0.23% | 0.37% | Q1 2019 | Q2 2023 | 10 |
Euclidean Technologies Management, LLC | 5 | 2 | 0.17% | 1.23% | 2.76% | Q1 2019 | Q1 2023 | 10 |
Dougherty Wealth Advisers LLC | 9 | 9 | 0.09% | 0.22% | 0.31% | Q4 2018 | Q4 2020 | 9 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 9 | 9 | 0.02% | 0.30% | 0.68% | Q4 2014 | Q4 2016 | 9 |
Sentry Investments Corp. | 9 | 9 | 0.21% | 0.71% | 0.99% | Q1 2016 | Q1 2018 | 9 |
Egerton Capital (UK) LLP | 9 | 9 | 1.06% | 4.52% | 8.16% | Q2 2014 | Q2 2016 | 9 |
Skylands Capital, LLC | 9 | 9 | 0.25% | 0.34% | 0.44% | Q1 2015 | Q1 2017 | 9 |
44 WEALTH MANAGEMENT LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 9 |
SkyView Investment Advisors, LLC | 9 | 9 | 0.09% | 0.30% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Shepherd Financial Partners LLC | 4 | 2 | 0.03% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 9 |
STEWART & PATTEN CO LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q2 2016 | 9 |
Robertson Stephens Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.10% | 0.21% | 0.37% | Q1 2021 | Q1 2023 | 9 |
ASCEND CAPITAL, LLC | 3 | 1 | 0.22% | 0.84% | 1.86% | Q2 2013 | Q3 2018 | 9 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 4 | 2 | 0.46% | 0.70% | 1.76% | Q2 2013 | Q1 2016 | 9 |
Tacita Capital Inc | 7 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 9 |
WealthBridge Capital Management, LLC | 7 | 2 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q3 2021 | 9 |
Graham Capital Management, L.P. | 5 | 1 | 0.01% | 0.15% | 0.36% | Q1 2014 | Q2 2022 | 9 |
CWH Capital Management, Inc. | 9 | 9 | 1.63% | 1.87% | 2.34% | Q4 2013 | Q4 2015 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 9 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 9 | 9 | 0.17% | 0.40% | 0.64% | Q4 2014 | Q4 2016 | 9 |
Rothschild Capital Partners, LLC | 4 | 2 | 0.02% | 0.15% | 0.42% | Q2 2013 | Q1 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.22% | 0.41% | 0.54% | Q2 2013 | Q2 2015 | 9 |
BlueSky Wealth Advisors, LLC | 9 | 9 | 0.09% | 0.11% | 0.17% | Q4 2016 | Q4 2018 | 9 |
Mengis Capital Management, Inc. | 9 | 9 | 0.18% | 0.45% | 0.69% | Q1 2015 | Q1 2017 | 9 |
Creegan & Nassoura Financial Group, LLC | 8 | 1 | 0.60% | 1.26% | 1.57% | Q4 2014 | Q4 2019 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.08% | 0.22% | 0.41% | Q4 2020 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 5 | 4 | 0.01% | 0.17% | 0.54% | Q3 2017 | Q2 2020 | 9 |
PacWest Financial Management Inc | 9 | 9 | 0.43% | 0.88% | 1.11% | Q4 2014 | Q4 2016 | 9 |
Allegis Investment Advisors, LLC | 9 | 9 | 0.06% | 0.31% | 0.68% | Q4 2015 | Q4 2017 | 9 |
Capital Square, LLC | 9 | 9 | 0.16% | 0.22% | 0.34% | Q4 2019 | Q4 2021 | 9 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.09% | 0.80% | 1.62% | Q4 2014 | Q1 2021 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.29% | 0.40% | 0.48% | Q2 2013 | Q2 2015 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q4 2022 | 9 |
Odey Asset Management Group Ltd | 7 | 2 | 0.02% | 0.23% | 0.40% | Q4 2014 | Q2 2020 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
ARGONAUT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.67% | 2.88% | 5.72% | Q1 2014 | Q3 2015 | 9 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 9 | 0.60% | 1.55% | 2.71% | Q4 2018 | Q4 2020 | 9 |
McGowan Group Asset Management, Inc. | 6 | 3 | 0.03% | 0.08% | 0.13% | Q1 2015 | Q2 2023 | 9 |
HNP Capital LLC | 9 | 9 | 0.15% | 0.19% | 0.24% | Q1 2021 | Q1 2023 | 9 |
HWG Holdings LP | 5 | 2 | 0.03% | 0.97% | 7.47% | Q2 2014 | Q4 2023 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.03% | 0.13% | 0.38% | Q4 2013 | Q4 2015 | 9 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q2 2023 | 9 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 1 | 0.10% | 1.14% | 3.48% | Q4 2014 | Q3 2023 | 9 |
Foothills Asset Management, Ltd. | 9 | 9 | 1.57% | 2.16% | 2.70% | Q4 2013 | Q4 2015 | 9 |
FIDGEON TIMOTHY F | 9 | 9 | 0.11% | 0.12% | 0.16% | Q3 2013 | Q3 2015 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.27% | 0.64% | 1.25% | Q4 2015 | Q4 2017 | 9 |
KWMG, LLC | 9 | 9 | 0.00% | 0.32% | 0.67% | Q1 2017 | Q1 2019 | 9 |
OPUS INVESTMENT MANAGEMENT INC | 9 | 9 | 0.42% | 0.64% | 0.97% | Q2 2021 | Q2 2023 | 9 |
Signature Financial Management, Inc. | 6 | 3 | 0.04% | 0.09% | 0.14% | Q2 2016 | Q3 2018 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 3 | 0.03% | 0.24% | 0.98% | Q3 2016 | Q3 2023 | 9 |
Gladius Capital Management LP | 5 | 1 | 0.00% | 0.17% | 1.35% | Q4 2018 | Q2 2023 | 9 |
JACKSON PARK CAPITAL, LLC | 9 | 9 | 3.87% | 4.41% | 5.31% | Q4 2014 | Q4 2016 | 9 |
GMT CAPITAL CORP | 9 | 9 | 0.29% | 0.66% | 1.01% | Q3 2016 | Q3 2018 | 9 |
Bayesian Capital Management, LP | 2 | 1 | 0.12% | 0.40% | 0.82% | Q1 2016 | Q3 2023 | 9 |
ALGERT GLOBAL LLC | 7 | 2 | 0.04% | 0.24% | 0.47% | Q2 2014 | Q3 2022 | 9 |
Elmwood Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 9 |
JOYN Advisors, Inc. | 5 | 4 | 0.04% | 0.07% | 0.16% | Q4 2017 | Q1 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.11% | 0.22% | Q2 2021 | Q3 2023 | 9 |
Family Management Corp | 9 | 9 | 0.84% | 2.70% | 4.00% | Q4 2014 | Q4 2016 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.18% | 0.40% | Q3 2015 | Q3 2023 | 9 |
Circle Wealth Management, LLC | 8 | 1 | 0.03% | 0.16% | 0.26% | Q1 2019 | Q4 2022 | 9 |
SENTINEL TRUST CO LBA | 8 | 1 | 0.06% | 0.78% | 1.40% | Q3 2014 | Q1 2018 | 9 |
GRIES FINANCIAL LLC | 9 | 9 | 0.19% | 0.82% | 1.40% | Q1 2021 | Q1 2023 | 9 |
FULTON BREAKEFIELD BROENNIMAN LLC | 9 | 9 | 0.92% | 1.00% | 1.13% | Q1 2017 | Q1 2019 | 9 |
InterOcean Capital, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q2 2020 | 9 |
Robinson Value Management, Ltd. | 8 | 1 | 1.01% | 1.36% | 1.67% | Q4 2016 | Q2 2019 | 9 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 3 | 0.05% | 0.22% | 0.54% | Q4 2013 | Q3 2016 | 9 |
FOURPOINTS Investment Managers, S.A.S. | 7 | 2 | 0.03% | 1.14% | 1.78% | Q2 2013 | Q1 2017 | 9 |
DOW CHEMICAL CO /DE/ | 9 | 9 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.08% | 0.17% | 0.25% | Q4 2014 | Q4 2016 | 9 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 5 | 1 | 0.04% | 1.34% | 2.67% | Q3 2017 | Q3 2023 | 9 |
N.E.W. Advisory Services LLC | 6 | 3 | 0.05% | 0.12% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Dynamic Capital Management Ltd | 3 | 1 | 0.04% | 0.33% | 1.55% | Q4 2013 | Q4 2017 | 9 |
Virtus Investment Advisers, Inc. | 4 | 1 | 0.04% | 0.14% | 0.34% | Q3 2016 | Q2 2023 | 9 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 7 | 2 | 1.68% | 2.60% | 4.30% | Q2 2015 | Q3 2017 | 9 |
Seelaus Asset Management LLC | 5 | 2 | 0.17% | 0.28% | 0.40% | Q4 2017 | Q1 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.83% | 1.14% | 1.34% | Q4 2020 | Q4 2022 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 1 | 0.00% | 0.51% | 2.54% | Q4 2014 | Q4 2021 | 9 |
Providence Wealth Advisors, LLC | 9 | 9 | 0.43% | 0.70% | 1.03% | Q3 2021 | Q3 2023 | 9 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
SignalPoint Asset Management, LLC | 9 | 9 | 0.07% | 0.13% | 0.17% | Q4 2014 | Q4 2016 | 9 |
Poehling Capital Management, INC. | 9 | 9 | 1.07% | 1.80% | 2.53% | Q4 2017 | Q4 2019 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q4 2023 | 9 |
Forefront Analytics, LLC | 7 | 2 | 0.02% | 0.10% | 0.13% | Q1 2020 | Q2 2022 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.19% | 0.24% | 0.31% | Q3 2021 | Q3 2023 | 9 |
TANAKA CAPITAL MANAGEMENT INC | 9 | 9 | 0.80% | 6.93% | 9.45% | Q2 2014 | Q2 2016 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.10% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 5 | 4 | 0.29% | 0.57% | 0.80% | Q4 2017 | Q1 2020 | 9 |
Tamarack Advisers, LP | 8 | 1 | 2.11% | 4.99% | 6.36% | Q4 2016 | Q1 2022 | 9 |
Bell Asset Management Ltd | 9 | 9 | 0.77% | 0.92% | 1.06% | Q4 2017 | Q4 2019 | 9 |
FRIESS ASSOCIATES LLC | 6 | 1 | 0.34% | 1.02% | 1.96% | Q3 2013 | Q1 2016 | 9 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 5 | 4 | 0.30% | 0.55% | 0.77% | Q4 2017 | Q1 2020 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q2 2015 | 9 |
West Family Investments, Inc. | 7 | 2 | 0.08% | 0.28% | 0.36% | Q2 2021 | Q3 2023 | 9 |
NewEdge Wealth, LLC | 9 | 9 | 0.19% | 0.39% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Sepio Capital, LP | 8 | 1 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q4 2022 | 9 |
Cooper Financial Group | 7 | 2 | 0.06% | 0.11% | 0.14% | Q4 2018 | Q1 2023 | 9 |
Peloton Wealth Strategists | 5 | 1 | 0.53% | 1.37% | 2.11% | Q2 2014 | Q1 2017 | 9 |
Selective Wealth Management, Inc. | 7 | 1 | 0.00% | 0.03% | 0.18% | Q3 2018 | Q3 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.22% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Clarus Wealth Advisors | 7 | 2 | 0.00% | 0.36% | 0.70% | Q2 2018 | Q1 2021 | 9 |
Canton Hathaway, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Destination Wealth Management | 6 | 2 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 8 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.10% | 0.15% | 0.20% | Q2 2015 | Q1 2017 | 8 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.29% | 0.77% | 1.38% | Q4 2014 | Q3 2017 | 8 |
Argentus Capital Management, LLC | 7 | 1 | 0.14% | 0.37% | 0.72% | Q2 2014 | Q3 2016 | 8 |
Gyrus Investment Management Inc. | 8 | 8 | 0.97% | 1.14% | 1.32% | Q2 2013 | Q1 2015 | 8 |
ArchPoint Investors | 5 | 3 | 0.07% | 0.34% | 0.95% | Q2 2016 | Q2 2020 | 8 |
TB Alternative Assets Ltd. | 8 | 8 | 0.59% | 1.62% | 2.98% | Q1 2017 | Q4 2018 | 8 |
Barrington Strategic Wealth Management Group LLC | 8 | 8 | 0.15% | 0.28% | 0.38% | Q4 2015 | Q3 2017 | 8 |
JBF Capital, Inc. | 4 | 2 | 0.01% | 0.25% | 0.66% | Q1 2014 | Q2 2017 | 8 |
Forester Capital Management, LTD | 8 | 8 | 1.09% | 1.60% | 1.80% | Q4 2014 | Q3 2016 | 8 |
MDE Group | 8 | 8 | 0.14% | 0.30% | 0.44% | Q2 2013 | Q1 2015 | 8 |
Horizon Investment Services, LLC | 8 | 8 | 0.12% | 1.89% | 3.25% | Q4 2014 | Q3 2016 | 8 |
Counsel Portfolio Services Inc. | 8 | 8 | 0.41% | 0.88% | 1.42% | Q2 2013 | Q1 2015 | 8 |
Argent Advisors, Inc. | 7 | 1 | 0.07% | 0.36% | 0.50% | Q4 2019 | Q3 2023 | 8 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.22% | 0.43% | Q4 2020 | Q3 2023 | 8 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.05% | 0.29% | 0.93% | Q2 2013 | Q4 2018 | 8 |
Ativo Capital Management LLC | 8 | 8 | 0.32% | 0.78% | 1.20% | Q3 2014 | Q2 2016 | 8 |
Meristem Family Wealth, LLC | 3 | 1 | 0.03% | 0.08% | 0.14% | Q2 2014 | Q1 2022 | 8 |
Kepos Capital LP | 3 | 1 | 0.10% | 0.96% | 5.51% | Q4 2012 | Q4 2019 | 8 |
Global Endowment Management, LP | 4 | 1 | 0.17% | 0.52% | 0.89% | Q3 2016 | Q2 2019 | 8 |
New Vernon Capital Holdings II LLC | 5 | 3 | 0.06% | 0.26% | 0.49% | Q2 2018 | Q2 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.51% | 0.69% | 0.85% | Q4 2014 | Q3 2016 | 8 |
Arbiter Partners Capital Management LLC | 5 | 5 | 0.04% | 0.91% | 1.88% | Q2 2016 | Q2 2017 | 8 |
Kessler Investment Group, LLC | 4 | 1 | 0.99% | 1.65% | 3.85% | Q2 2013 | Q2 2018 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.08% | 0.20% | 0.49% | Q4 2014 | Q3 2016 | 8 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.16% | 0.59% | Q1 2014 | Q1 2018 | 8 |
TAMRO Capital Partners LLC | 8 | 8 | 0.06% | 0.18% | 0.30% | Q4 2013 | Q3 2015 | 8 |
Casdin Capital, LLC | 2 | 1 | 0.47% | 1.05% | 1.96% | Q4 2016 | Q1 2020 | 8 |
Commonwealth Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Arlington Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 8 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.37% | 0.69% | Q2 2013 | Q1 2022 | 8 |
BCWM, LLC | 8 | 8 | 1.04% | 1.45% | 2.13% | Q2 2021 | Q1 2023 | 8 |
Granite Investment Partners, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q4 2015 | 8 |
Cowen Prime Services LLC | 6 | 2 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q2 2015 | 8 |
1st Global Advisors, Inc. | 8 | 8 | 0.05% | 0.07% | 0.13% | Q3 2014 | Q2 2016 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.07% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Corbenic Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 8 |
Schooner Investment Group, LLC. | 8 | 8 | 0.88% | 1.07% | 1.54% | Q4 2014 | Q3 2016 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q4 2014 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.14% | 0.31% | 0.46% | Q3 2021 | Q2 2023 | 8 |
Tuttle Capital Management, LLC | 5 | 1 | 0.10% | 0.17% | 0.26% | Q3 2015 | Q3 2020 | 8 |
Harvest Investment Services, LLC | 8 | 8 | 0.23% | 0.37% | 0.60% | Q1 2020 | Q4 2021 | 8 |
Coho Partners, Ltd. | 8 | 8 | 2.61% | 3.20% | 3.74% | Q1 2015 | Q4 2016 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.16% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Ghost Tree Capital, LLC | 1 | 1 | 0.36% | 2.80% | 6.24% | Q4 2013 | Q2 2020 | 8 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2017 | 8 |
Fusion Investment Group, LLC | 8 | 8 | 0.01% | 0.46% | 1.42% | Q1 2014 | Q4 2015 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.21% | 0.51% | 1.34% | Q1 2014 | Q1 2016 | 8 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 8 |
AMERICAN CAPITAL MANAGEMENT INC | 6 | 2 | 0.15% | 0.28% | 0.48% | Q4 2015 | Q4 2017 | 8 |
Lombard Odier & Cie (Bahamas) Ltd | 8 | 8 | 2.26% | 3.69% | 6.02% | Q4 2013 | Q3 2015 | 8 |
Valentine Capital Asset Management, Inc. | 4 | 4 | 0.04% | 0.56% | 1.22% | Q4 2013 | Q4 2015 | 8 |
Leisure Capital Management | 3 | 1 | 0.10% | 0.30% | 0.82% | Q1 2020 | Q2 2023 | 8 |
Yorktown Management & Research Co Inc | 5 | 3 | 0.05% | 0.67% | 1.58% | Q3 2013 | Q4 2018 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.87% | 1.20% | 1.48% | Q2 2016 | Q1 2018 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.60% | 0.71% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Hills Bank & Trust Co | 8 | 8 | 0.11% | 0.34% | 0.54% | Q3 2015 | Q2 2017 | 8 |
Hedeker Wealth, LLC | 8 | 8 | 0.29% | 0.34% | 0.47% | Q2 2020 | Q1 2022 | 8 |
CT Financial Advisors LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q1 2017 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2016 | 8 |
Canal Capital Management, LLC | 8 | 8 | 0.21% | 0.39% | 0.46% | Q4 2016 | Q3 2018 | 8 |
Arbor Wealth Management, LLC | 7 | 1 | 0.04% | 1.37% | 2.41% | Q4 2015 | Q4 2018 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.39% | 0.46% | 0.63% | Q3 2017 | Q2 2019 | 8 |
Vivaldi Capital Management LP | 4 | 1 | 0.00% | 0.27% | 1.64% | Q2 2017 | Q1 2020 | 8 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.00% | 0.85% | 1.44% | Q4 2016 | Q3 2023 | 8 |
WHITEBOX ADVISORS LLC | 5 | 3 | 0.05% | 0.34% | 0.77% | Q2 2013 | Q2 2015 | 8 |
RB Capital Management, LLC | 8 | 8 | 0.00% | 0.16% | 0.22% | Q4 2016 | Q3 2018 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q3 2018 | 8 |
Hampstead Capital LLP | 8 | 8 | 2.73% | 3.59% | 4.90% | Q4 2016 | Q3 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.85% | 0.98% | 1.25% | Q2 2013 | Q1 2015 | 8 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.33% | 0.83% | Q4 2017 | Q1 2022 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q1 2023 | 8 |
AlphaCore Capital LLC | 7 | 1 | 0.06% | 0.17% | 0.30% | Q1 2020 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 1 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 1 | 0.05% | 0.19% | 0.46% | Q2 2013 | Q2 2019 | 8 |
Slow Capital, Inc. | 6 | 2 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2021 | 8 |
TBP ADVISORS LTD | 8 | 8 | 3.32% | 4.28% | 5.34% | Q2 2013 | Q1 2015 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2022 | 8 |
Sawyer & Company, Inc | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 8 |
STRATEGY ASSET MANAGERS LLC | 5 | 3 | 0.13% | 0.82% | 1.49% | Q2 2013 | Q3 2023 | 8 |
Affiance Financial, LLC | 7 | 1 | 0.05% | 0.35% | 0.66% | Q1 2016 | Q4 2022 | 8 |
Blueshift Asset Management, LLC | 3 | 1 | 0.01% | 0.10% | 0.25% | Q2 2019 | Q2 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2019 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Callodine Capital Management, LP | 4 | 4 | 1.13% | 2.20% | 3.64% | Q1 2021 | Q4 2021 | 8 |
Machina Capital S.A.S. | 4 | 1 | 0.12% | 0.49% | 0.77% | Q4 2018 | Q3 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
MONECO Advisors, LLC | 5 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 8 |
Advisor OS, LLC | 8 | 8 | 0.04% | 0.23% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Trek Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
KG&L Capital Management,LLC | 5 | 2 | 0.02% | 0.43% | 0.87% | Q4 2018 | Q4 2020 | 8 |
C-J Advisory, Inc. | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 8 |
Core Alternative Capital | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ikarian Capital, LLC | 3 | 1 | 0.04% | 1.47% | 5.26% | Q4 2019 | Q1 2022 | 8 |
Detalus Advisors, LLC | 8 | 8 | 0.13% | 0.21% | 0.28% | Q4 2020 | Q3 2022 | 8 |
Center for Financial Planning, Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Delta Accumulation, LLC | 4 | 4 | 0.46% | 0.99% | 2.08% | Q4 2022 | Q3 2023 | 8 |
Veracity Capital LLC | 6 | 6 | 0.02% | 0.25% | 0.87% | Q1 2020 | Q2 2021 | 8 |
Souders Financial Advisors | 8 | 8 | 0.82% | 1.09% | 2.05% | Q1 2020 | Q4 2021 | 8 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.25% | 0.54% | Q4 2019 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.41% | 0.48% | 0.61% | Q4 2021 | Q3 2023 | 8 |
State of Wyoming | 7 | 1 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 8 |
XTX Topco Ltd | 6 | 2 | 0.07% | 0.22% | 0.49% | Q3 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 7 | 1 | 0.01% | 0.12% | 0.29% | Q1 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
OneAscent Wealth Management LLC | 5 | 1 | 0.13% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 8 |
Center For Asset Management LLC | 8 | 8 | 0.19% | 0.94% | 1.42% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Capital Group Private Client Services, Inc. | 8 | 8 | 0.01% | 0.18% | 0.71% | Q3 2021 | Q2 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Bank of New Hampshire | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.14% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.31% | 0.38% | 0.53% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.35% | 0.76% | 1.10% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.38% | 0.63% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.58% | 0.81% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.21% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.32% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.40% | 0.56% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.74% | 0.98% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.20% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.16% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.11% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.06% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.56% | 0.70% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 1.10% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.43% | 0.65% | 0.83% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.06% | 0.29% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 0.59% | 0.72% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Walker Asset Management, LLC | 7 | 1 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q4 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORTHPOINTE CAPITAL LLC | 5 | 1 | 0.06% | 0.18% | 0.29% | Q2 2013 | Q4 2017 | 8 |
NORTHERN CAPITAL MANAGEMENT LLC | 5 | 3 | 0.10% | 0.42% | 0.82% | Q4 2014 | Q2 2017 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PROFFITT & GOODSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.74% | 2.23% | Q2 2013 | Q1 2015 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.36% | 0.62% | 0.72% | Q4 2015 | Q3 2017 | 8 |
COZAD ASSET MANAGEMENT INC | 6 | 1 | 0.02% | 0.55% | 1.22% | Q3 2018 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.54% | 0.72% | 0.92% | Q2 2013 | Q1 2015 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 8 |
U S GLOBAL INVESTORS INC | 8 | 8 | 0.16% | 0.43% | 1.10% | Q2 2014 | Q1 2016 | 8 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.15% | 1.27% | 2.34% | Q2 2014 | Q3 2023 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.04% | 0.27% | 0.59% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.16% | 0.22% | 0.28% | Q2 2013 | Q1 2015 | 8 |
ORRSTOWN FINANCIAL SERVICES INC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q1 2018 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
Aristotle Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
NORTH AMERICAN MANAGEMENT CORP | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q3 2015 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.01% | 0.04% | 0.13% | Q1 2014 | Q4 2015 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.28% | 0.37% | 0.60% | Q2 2013 | Q1 2015 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.11% | 0.28% | 0.45% | Q4 2021 | Q3 2023 | 8 |
MARSICO CAPITAL MANAGEMENT LLC | 8 | 8 | 2.24% | 5.57% | 7.65% | Q2 2013 | Q1 2015 | 8 |
ICM ASSET MANAGEMENT INC/WA | 8 | 8 | 0.63% | 1.11% | 1.95% | Q2 2014 | Q1 2016 | 8 |
MEMBERS CAPITAL ADVISORS INC | 8 | 8 | 0.84% | 1.31% | 2.10% | Q4 2021 | Q3 2023 | 8 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 8 |
SWARTHMORE GROUP INC | 7 | 1 | 0.05% | 3.05% | 3.99% | Q2 2013 | Q3 2017 | 8 |
MID CONTINENT CAPITAL LLC/IL | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q3 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.32% | 0.68% | Q2 2013 | Q4 2021 | 8 |
Quotient Investors, LLC | 5 | 3 | 0.42% | 0.70% | 1.10% | Q4 2014 | Q1 2017 | 8 |
HBC Financial Services, PLLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.27% | 0.41% | 0.56% | Q4 2015 | Q2 2017 | 7 |
Gyon Technologies Capital Management, LP | 4 | 3 | 0.10% | 0.82% | 1.94% | Q2 2020 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.33% | 0.47% | 0.60% | Q2 2013 | Q4 2014 | 7 |
Geller Advisors LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 7 |
Econ Financial Services Corp | 4 | 3 | 0.37% | 1.40% | 2.79% | Q4 2018 | Q3 2022 | 7 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.32% | 0.76% | Q1 2017 | Q3 2023 | 7 |
O'Shares Investment Advisers, LLC | 4 | 3 | 0.22% | 0.57% | 0.86% | Q3 2019 | Q1 2022 | 7 |
Angeles Investment Advisors, LLC | 4 | 3 | 0.02% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
LCNB CORP | 7 | 7 | 0.13% | 0.19% | 0.28% | Q2 2018 | Q4 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Wedmont Private Capital | 6 | 1 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.21% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Stonegate Investment Group, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Penbrook Management LLC | 4 | 1 | 0.14% | 0.27% | 0.35% | Q4 2013 | Q4 2015 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.06% | 0.22% | Q1 2019 | Q3 2021 | 7 |
VESTOR CAPITAL, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 7 |
NORTHSTAR ASSET MANAGEMENT LLC | 7 | 7 | 0.36% | 0.40% | 0.47% | Q2 2014 | Q4 2015 | 7 |
King Wealth Management Group | 7 | 7 | 0.06% | 0.42% | 0.66% | Q4 2018 | Q2 2020 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 7 |
TCF National Bank | 7 | 7 | 0.10% | 0.14% | 0.20% | Q3 2019 | Q1 2021 | 7 |
Fusion Family Wealth LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2016 | 7 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.03% | 2.62% | 3.88% | Q2 2015 | Q3 2016 | 7 |
Lourd Capital, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q4 2018 | 7 |
Edge Capital Group, LLC | 4 | 3 | 0.01% | 0.07% | 0.23% | Q1 2020 | Q1 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.14% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
HighVista Strategies LLC | 4 | 1 | 0.10% | 0.62% | 1.96% | Q2 2013 | Q2 2018 | 7 |
EVERETT HARRIS & CO /CA/ | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.67% | 0.79% | 0.90% | Q2 2022 | Q4 2023 | 7 |
FIC CAPITAL INC | 7 | 7 | 0.44% | 0.76% | 1.02% | Q2 2013 | Q4 2014 | 7 |
Concorde Asset Management, LLC | 3 | 1 | 0.12% | 0.39% | 0.73% | Q4 2014 | Q1 2021 | 7 |
HONEYWELL INTERNATIONAL INC | 4 | 3 | 0.63% | 0.79% | 0.95% | Q4 2014 | Q4 2018 | 7 |
GARDNER LEWIS ASSET MANAGEMENT L P | 7 | 7 | 1.07% | 1.42% | 2.09% | Q2 2013 | Q4 2014 | 7 |
Godshalk Welsh Capital Management, Inc. | 6 | 1 | 0.20% | 0.25% | 0.30% | Q4 2014 | Q3 2017 | 7 |
Windsor Financial Group, LLC | 7 | 7 | 0.28% | 0.92% | 1.72% | Q4 2015 | Q2 2017 | 7 |
Alta Advisers Ltd | 5 | 2 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 7 |
MONTRUSCO BOLTON INVESTMENTS INC. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
GRATRY & Co LLC | 6 | 1 | 0.26% | 0.30% | 0.33% | Q3 2014 | Q2 2016 | 7 |
American Beacon Advisors, Inc. | 7 | 7 | 1.17% | 1.86% | 2.28% | Q1 2017 | Q3 2018 | 7 |
Eliot Finkel Investment Counsel, LLC | 7 | 7 | 0.67% | 2.30% | 3.55% | Q4 2015 | Q2 2017 | 7 |
Ithaka Group | 7 | 7 | 2.18% | 3.66% | 5.04% | Q2 2013 | Q4 2014 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
FORTEM FINANCIAL GROUP, LLC | 6 | 1 | 0.00% | 0.35% | 0.44% | Q4 2020 | Q3 2023 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.07% | 0.19% | 0.39% | Q4 2018 | Q2 2020 | 7 |
Minot Wealth Management LLC | 3 | 1 | 0.04% | 0.50% | 1.22% | Q1 2020 | Q1 2022 | 7 |
Wealth Advisors of Tampa Bay, LLC | 7 | 7 | 0.72% | 1.33% | 1.74% | Q2 2020 | Q4 2021 | 7 |
Landmark Bank | 7 | 7 | 0.66% | 1.65% | 2.11% | Q2 2018 | Q4 2019 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.10% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.09% | 0.43% | 1.33% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Investment Partners, LLC | 7 | 7 | 0.09% | 0.16% | 0.25% | Q2 2014 | Q4 2015 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 1 | 0.03% | 0.22% | 0.37% | Q3 2016 | Q3 2023 | 7 |
Lifeworks Advisors, LLC | 7 | 7 | 0.20% | 1.70% | 2.42% | Q1 2022 | Q3 2023 | 7 |
NICOLET BANKSHARES INC | 7 | 7 | 0.09% | 0.25% | 0.38% | Q4 2015 | Q2 2017 | 7 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 7 | 7 | 0.22% | 1.04% | 1.50% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.08% | 0.12% | 0.16% | Q1 2015 | Q3 2016 | 7 |
US Asset Management LLC | 4 | 3 | 0.31% | 0.42% | 0.53% | Q3 2021 | Q2 2023 | 7 |
Roberts Wealth Advisors, LLC | 4 | 3 | 0.17% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Terra Nova Asset Management LLC | 7 | 7 | 0.48% | 1.61% | 2.21% | Q1 2015 | Q3 2016 | 7 |
Executive Wealth Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.07% | 1.10% | 2.39% | Q2 2013 | Q4 2014 | 7 |
Thrive Wealth Management, LLC | 6 | 1 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Perkins Investment Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 7 |
TEALWOOD ASSET MANAGEMENT INC | 7 | 7 | 0.64% | 0.80% | 0.98% | Q2 2014 | Q4 2015 | 7 |
Disciplined Equity Management, Inc. | 7 | 7 | 0.01% | 1.00% | 2.10% | Q1 2022 | Q3 2023 | 7 |
OLD REPUBLIC INTERNATIONAL CORP | 7 | 7 | 0.39% | 0.54% | 0.84% | Q2 2018 | Q4 2019 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 7 |
FALCON POINT CAPITAL, LLC | 7 | 7 | 0.22% | 0.97% | 1.31% | Q2 2013 | Q4 2014 | 7 |
Schechter Investment Advisors, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.36% | 0.84% | Q3 2020 | Q4 2022 | 7 |
Enlightenment Research, LLC | 3 | 1 | 0.24% | 0.82% | 2.46% | Q4 2018 | Q4 2021 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.56% | 0.62% | 0.70% | Q4 2015 | Q2 2017 | 7 |
AXS Investments LLC | 5 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.12% | 0.35% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2020 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.05% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Clearstead Trust, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.18% | 0.64% | 0.96% | Q4 2014 | Q2 2016 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CBIZ Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Stack Financial Management, Inc | 7 | 7 | 0.53% | 0.79% | 0.99% | Q2 2015 | Q4 2016 | 7 |
Empirical Asset Management, LLC | 7 | 7 | 0.77% | 1.29% | 1.67% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Atom Investors LP | 2 | 1 | 0.05% | 0.26% | 0.51% | Q1 2019 | Q3 2023 | 7 |
Palo Capital, Inc. | 7 | 7 | 1.01% | 1.22% | 1.42% | Q1 2015 | Q3 2016 | 7 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q4 2022 | 7 |
Guild Investment Management, Inc. | 2 | 1 | 1.00% | 2.66% | 6.44% | Q1 2012 | Q1 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.06% | 0.19% | Q2 2018 | Q1 2020 | 7 |
Santa Fe Partners LLC | 4 | 1 | 0.23% | 0.31% | 0.52% | Q2 2013 | Q4 2015 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.64% | 0.84% | 0.97% | Q4 2017 | Q2 2019 | 7 |
KCS Wealth Advisory | 4 | 1 | 0.14% | 0.20% | 0.24% | Q1 2018 | Q1 2020 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
1ST SOURCE BANK | 4 | 1 | 0.03% | 0.06% | 0.16% | Q3 2014 | Q4 2016 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Zhang Financial LLC | 7 | 7 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Oxbow Advisors, LLC | 4 | 3 | 0.46% | 0.70% | 0.97% | Q2 2015 | Q1 2017 | 7 |
Townsend & Associates, Inc | 7 | 7 | 0.34% | 0.85% | 1.30% | Q4 2021 | Q2 2023 | 7 |
Vantage Financial Partners, LLC | 7 | 7 | 0.01% | 0.34% | 0.52% | Q4 2021 | Q2 2023 | 7 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.11% | 0.24% | 0.42% | Q4 2018 | Q2 2021 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.16% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q3 2018 | 7 |
Birchview Capital, LP | 5 | 2 | 0.22% | 0.85% | 1.33% | Q4 2014 | Q2 2020 | 7 |
Altman Advisors, Inc. | 3 | 1 | 0.27% | 1.19% | 2.14% | Q1 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Alta Wealth Advisors LLC | 7 | 7 | 0.36% | 0.52% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Price Wealth, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 7 |
Hoxton Financial, Inc. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2016 | 7 |
Private Wealth Advisors, Inc. | 7 | 7 | 0.21% | 0.56% | 0.76% | Q3 2015 | Q1 2017 | 7 |
BMT Investment Advisors | 7 | 7 | 1.11% | 1.27% | 1.39% | Q3 2017 | Q1 2019 | 7 |
SMITH HAYES Advisers, Inc | 7 | 7 | 0.05% | 0.20% | 0.30% | Q3 2014 | Q1 2016 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Braver Wealth Management, LLC | 7 | 7 | 0.51% | 0.74% | 1.01% | Q2 2015 | Q4 2016 | 7 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.02% | 0.07% | 0.10% | Q1 2017 | Q3 2019 | 7 |
Haverford Financial Services, Inc. | 4 | 3 | 0.28% | 1.30% | 2.55% | Q1 2016 | Q4 2021 | 7 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 7 |
CIDEL ASSET MANAGEMENT INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
LaFleur & Godfrey LLC | 7 | 7 | 1.12% | 1.71% | 2.46% | Q4 2017 | Q2 2019 | 7 |
PATTEN & PATTEN INC/TN | 3 | 1 | 0.02% | 0.05% | 0.12% | Q3 2014 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 7 | 7 | 0.58% | 0.92% | 1.36% | Q1 2015 | Q3 2016 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2021 | 7 |
Koss-Olinger Consulting, LLC | 4 | 3 | 0.03% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 7 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 3 | 0.94% | 1.84% | 2.26% | Q4 2015 | Q3 2017 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.12% | 0.62% | 1.23% | Q2 2013 | Q4 2014 | 7 |
Bain Capital Public Equity Management, LLC | 3 | 2 | 0.03% | 1.39% | 4.43% | Q2 2013 | Q1 2018 | 7 |
Blueprint Investment Partners LLC | 5 | 2 | 0.06% | 0.14% | 0.21% | Q3 2021 | Q2 2023 | 7 |
CFS, LLC | 7 | 7 | 0.07% | 0.15% | 0.40% | Q2 2013 | Q4 2014 | 7 |
Highland Private Wealth Management | 4 | 1 | 0.06% | 0.11% | 0.17% | Q1 2016 | Q2 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BANK OF STOCKTON | 7 | 7 | 0.15% | 0.31% | 0.42% | Q1 2015 | Q3 2016 | 7 |
Eagle Capital Management, LLC | 7 | 7 | 0.60% | 1.38% | 2.28% | Q4 2013 | Q2 2015 | 7 |
Orbis Investment Management (U.S.), L.P. | 7 | 7 | 1.26% | 3.76% | 6.24% | Q4 2013 | Q2 2015 | 7 |
Employers Holdings, Inc. | 7 | 7 | 0.32% | 0.45% | 0.59% | Q3 2019 | Q1 2021 | 7 |
Tributary Capital Management, LLC | 7 | 7 | 0.04% | 0.12% | 0.16% | Q2 2015 | Q4 2016 | 7 |
Strategic Blueprint, LLC | 4 | 1 | 0.00% | 0.04% | 0.15% | Q1 2020 | Q3 2023 | 7 |
Progressive Investment Management Corp | 7 | 7 | 0.33% | 0.61% | 1.61% | Q1 2015 | Q3 2016 | 7 |
CANYON CAPITAL ADVISORS LLC | 7 | 7 | 1.99% | 2.59% | 3.06% | Q1 2015 | Q3 2016 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.19% | 0.23% | 0.28% | Q4 2021 | Q2 2023 | 7 |
Hexavest Inc. | 7 | 7 | 0.39% | 0.43% | 0.47% | Q1 2017 | Q3 2018 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.46% | 0.71% | 0.99% | Q1 2022 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.07% | 0.14% | 0.23% | Q1 2022 | Q3 2023 | 7 |
TLP GROUP LLC | 5 | 1 | 0.22% | 0.29% | 0.46% | Q4 2015 | Q3 2018 | 7 |
Duquesne Family Office | 3 | 1 | 2.84% | 4.04% | 5.38% | Q2 2013 | Q4 2018 | 7 |
Advisor Resource Council | 5 | 1 | 0.03% | 0.16% | 0.32% | Q2 2021 | Q1 2023 | 6 |
Thrive Capital Management, LLC | 6 | 6 | 0.12% | 0.28% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Powell Investment Advisors, LLC | 6 | 6 | 0.17% | 0.30% | 0.35% | Q2 2022 | Q3 2023 | 6 |
First Affirmative Financial Network | 5 | 1 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q4 2023 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.10% | 0.17% | 0.23% | Q2 2020 | Q1 2022 | 6 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 6 | 6 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Hugh Johnson Advisors LLC | 6 | 6 | 0.69% | 0.76% | 0.86% | Q4 2014 | Q1 2016 | 6 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.14% | 0.71% | 1.54% | Q4 2017 | Q3 2023 | 6 |
KING INVESTMENT ADVISORS INC/TX | 6 | 6 | 0.16% | 1.01% | 2.23% | Q2 2014 | Q3 2015 | 6 |
SPROTT INC. | 4 | 2 | 0.17% | 0.58% | 2.05% | Q4 2014 | Q3 2016 | 6 |
Carnick & Kubik, LLC | 5 | 1 | 0.61% | 0.78% | 0.92% | Q3 2013 | Q2 2015 | 6 |
Perennial Investment Partners LTD | 6 | 6 | 1.11% | 1.73% | 3.28% | Q2 2013 | Q3 2014 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q1 2023 | 6 |
Power Corp of Canada | 5 | 1 | 0.16% | 0.41% | 0.59% | Q1 2022 | Q3 2023 | 6 |
Eastover Investment Advisors LLC | 6 | 6 | 0.26% | 0.44% | 0.69% | Q1 2020 | Q2 2021 | 6 |
AUA CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2018 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.04% | 0.25% | 0.58% | Q2 2013 | Q4 2015 | 6 |
1620 INVESTMENT ADVISORS, INC. | 4 | 2 | 0.75% | 0.84% | 1.00% | Q4 2021 | Q3 2023 | 6 |
Beta Wealth Group, Inc. | 3 | 3 | 0.14% | 0.21% | 0.28% | Q1 2022 | Q3 2023 | 6 |
ALYDAR PARTNERS LLC | 3 | 1 | 1.15% | 3.30% | 4.26% | Q2 2013 | Q3 2014 | 6 |
TERRIL BROTHERS, INC. | 6 | 6 | 0.18% | 0.24% | 0.37% | Q3 2016 | Q4 2017 | 6 |
6 Meridian | 4 | 2 | 0.19% | 0.49% | 0.84% | Q1 2018 | Q2 2021 | 6 |
Windsor Capital Management, LLC | 3 | 1 | 0.04% | 0.15% | 0.35% | Q2 2013 | Q4 2016 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Ellsworth Advisors, LLC | 6 | 6 | 0.09% | 0.17% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Revolve Wealth Partners, LLC | 5 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 6 |
VNBTrust, National Association | 6 | 6 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q2 2018 | 6 |
Gardiner Nancy B | 6 | 6 | 0.67% | 0.77% | 0.97% | Q2 2016 | Q3 2017 | 6 |
Requisite Capital Management, LLC | 6 | 6 | 0.09% | 0.12% | 0.16% | Q1 2019 | Q2 2020 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Gabalex Capital Management LLC | 6 | 6 | 3.82% | 6.25% | 7.62% | Q3 2015 | Q4 2016 | 6 |
ADVISORS MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.67% | 0.79% | 1.00% | Q2 2022 | Q3 2023 | 6 |
PEAK FINANCIAL ADVISORS LLC | 6 | 6 | 0.20% | 0.26% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Crestline Management, LP | 2 | 1 | 0.11% | 0.28% | 0.51% | Q3 2016 | Q3 2019 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2017 | 6 |
CRAWFORD INVESTMENT COUNSEL INC | 6 | 6 | 0.46% | 0.54% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Ashburton (Jersey) Ltd | 5 | 1 | 0.00% | 0.51% | 0.90% | Q4 2015 | Q2 2017 | 6 |
Vantage Investment Partners, LLC | 4 | 2 | 0.47% | 0.98% | 1.33% | Q4 2015 | Q2 2017 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Alpha Paradigm Partners, LLC | 4 | 2 | 0.05% | 0.16% | 0.26% | Q4 2020 | Q4 2022 | 6 |
Visionary Asset Management, Inc. | 5 | 1 | 0.00% | 0.59% | 0.95% | Q2 2014 | Q3 2018 | 6 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 6 | 6 | 0.17% | 0.18% | 0.21% | Q3 2013 | Q4 2014 | 6 |
Beach Investment Management, LLC. | 6 | 6 | 0.54% | 1.10% | 1.91% | Q1 2014 | Q2 2015 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Berger Financial Group, Inc | 5 | 1 | 0.02% | 0.54% | 0.82% | Q4 2020 | Q1 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.04% | 1.15% | 1.31% | Q2 2022 | Q3 2023 | 6 |
Tradewinds Global Investors, LLC | 6 | 6 | 0.38% | 0.68% | 1.04% | Q1 2015 | Q2 2016 | 6 |
BCGM Wealth Management, LLC | 6 | 6 | 0.29% | 0.34% | 0.38% | Q4 2020 | Q1 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.09% | 0.12% | 0.20% | Q2 2013 | Q3 2014 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.18% | 0.23% | 0.32% | Q2 2019 | Q3 2020 | 6 |
DARUMA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.64% | 0.97% | 1.70% | Q2 2013 | Q3 2014 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.15% | 0.22% | 0.32% | Q4 2014 | Q2 2020 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.06% | 0.82% | 1.40% | Q3 2015 | Q4 2016 | 6 |
SABBY MANAGEMENT, LLC | 4 | 1 | 0.18% | 0.46% | 0.63% | Q2 2013 | Q3 2015 | 6 |
WBH ADVISORY INC | 6 | 6 | 0.06% | 0.09% | 0.15% | Q3 2016 | Q4 2017 | 6 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.42% | 0.48% | 0.57% | Q2 2022 | Q3 2023 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.05% | 0.25% | 0.81% | Q2 2019 | Q2 2022 | 6 |
NORTH TIDE CAPITAL, LLC | 5 | 1 | 4.23% | 8.68% | 15.75% | Q2 2015 | Q3 2017 | 6 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q3 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.18% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.02% | 0.14% | 0.34% | Q4 2014 | Q4 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hayden Royal, LLC | 3 | 1 | 0.11% | 0.24% | 0.54% | Q4 2018 | Q4 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
LGT CAPITAL PARTNERS LTD. | 6 | 6 | 0.99% | 2.16% | 2.72% | Q3 2015 | Q4 2016 | 6 |
Tyrus Capital S.A.M. | 3 | 1 | 0.59% | 7.28% | 14.28% | Q1 2015 | Q4 2016 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 6 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.28% | 0.95% | Q2 2020 | Q3 2023 | 6 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.06% | 0.46% | 0.98% | Q1 2018 | Q3 2022 | 6 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q1 2023 | 6 |
Markel Corporation | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q1 2018 | 6 |
Vishria Bird Financial Group, LLC | 6 | 6 | 3.97% | 4.28% | 5.06% | Q2 2018 | Q3 2019 | 6 |
Clarkston Capital Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 6 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.28% | 0.33% | 0.42% | Q2 2022 | Q3 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 6 |
JT Stratford LLC | 3 | 1 | 0.21% | 0.47% | 0.84% | Q4 2016 | Q1 2023 | 6 |
PagnatoKarp Partners LLC | 4 | 2 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 6 |
Chapman Investment Management, LLC | 6 | 6 | 0.22% | 0.26% | 0.38% | Q2 2020 | Q3 2021 | 6 |
Brookfield Asset Management | 6 | 6 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Centric Wealth Management | 6 | 6 | 0.15% | 0.30% | 0.62% | Q2 2019 | Q3 2020 | 6 |
Soviero Asset Management, LP | 3 | 3 | 0.55% | 4.17% | 7.89% | Q4 2020 | Q2 2021 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2018 | 6 |
Woodford Investment Management Ltd | 6 | 6 | 1.56% | 4.62% | 7.63% | Q3 2016 | Q4 2017 | 6 |
C Partners Holding GmbH | 4 | 2 | 0.04% | 0.41% | 1.18% | Q4 2014 | Q3 2018 | 6 |
Alkeon Capital Management | 6 | 6 | 1.20% | 1.94% | 2.58% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.65% | 1.04% | 1.51% | Q2 2013 | Q3 2014 | 6 |
COUNTRY TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.01% | 0.16% | 0.40% | Q1 2016 | Q3 2016 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.07% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 6 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q2 2016 | 6 |
Fortis Advisors, LLC | 4 | 2 | 0.01% | 0.07% | 0.15% | Q1 2018 | Q4 2019 | 6 |
Measured Wealth Private Client Group, LLC | 5 | 1 | 0.06% | 0.27% | 0.42% | Q3 2018 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DC Investments Management, LLC | 4 | 2 | 0.13% | 1.17% | 4.39% | Q2 2019 | Q4 2020 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.23% | 0.43% | 0.70% | Q2 2013 | Q3 2014 | 6 |
Delphi Private Advisors LLC | 5 | 1 | 0.02% | 0.08% | 0.22% | Q4 2015 | Q4 2017 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.52% | 0.68% | 0.93% | Q2 2013 | Q3 2014 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.04% | 0.06% | 0.11% | Q2 2019 | Q3 2020 | 6 |
Gradient Capital Advisors, LLC | 6 | 6 | 0.17% | 0.27% | 0.31% | Q4 2017 | Q1 2019 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.04% | 0.13% | 0.20% | Q1 2016 | Q2 2017 | 6 |
Smead Capital Management, Inc. | 6 | 6 | 1.99% | 2.88% | 3.52% | Q1 2015 | Q2 2016 | 6 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.01% | 1.70% | 3.21% | Q2 2013 | Q3 2015 | 6 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.83% | 7.69% | 12.17% | Q1 2014 | Q3 2018 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.14% | 0.57% | 0.72% | Q2 2015 | Q3 2016 | 6 |
Pier Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.26% | 0.34% | 0.49% | Q4 2021 | Q1 2023 | 6 |
Paradigm Financial Partners, LLC | 6 | 6 | 0.20% | 0.43% | 0.54% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.11% | 0.16% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.58% | 2.71% | 4.92% | Q2 2022 | Q3 2023 | 6 |
J.P. Marvel Investment Advisors, LLC | 3 | 3 | 0.45% | 0.50% | 0.59% | Q4 2014 | Q2 2016 | 6 |
H2O AM LLP | 6 | 6 | 0.29% | 0.92% | 2.56% | Q4 2018 | Q1 2020 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.26% | 0.45% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Redmile Group, LLC | 2 | 1 | 1.62% | 4.38% | 6.53% | Q1 2013 | Q4 2020 | 6 |
Elite Wealth Management, Inc. | 3 | 1 | 0.01% | 0.90% | 2.26% | Q1 2014 | Q4 2017 | 6 |
INVESTMENT PARTNERS, LTD. | 5 | 1 | 0.17% | 0.27% | 0.33% | Q1 2016 | Q3 2023 | 6 |
COASTLAND CAPITAL LLC | 2 | 1 | 0.26% | 0.75% | 1.19% | Q1 2015 | Q4 2015 | 6 |
ICC CAPITAL MANAGEMENT INC/ | 5 | 1 | 0.01% | 0.24% | 0.39% | Q2 2013 | Q1 2015 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.77% | 1.15% | 1.32% | Q2 2022 | Q3 2023 | 6 |
Salient Capital Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q2 2017 | 6 |
Monument Capital Management | 5 | 1 | 0.03% | 0.22% | 0.31% | Q3 2018 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q1 2021 | 6 |
BOK Financial Private Wealth, Inc. | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 6 |
CONGRESS ASSET MANAGEMENT CO /MA | 6 | 6 | 0.08% | 0.09% | 0.12% | Q2 2015 | Q3 2016 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
ALERUS FINANCIAL NA | 5 | 1 | 0.05% | 0.06% | 0.09% | Q2 2016 | Q1 2020 | 6 |
Czech National Bank | 6 | 6 | 0.25% | 0.28% | 0.34% | Q3 2022 | Q4 2023 | 6 |
Nebula Capital Management, LP | 6 | 6 | 3.75% | 4.31% | 6.38% | Q1 2015 | Q2 2016 | 6 |
PROFESSIONAL ADVISORY SERVICES INC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q1 2019 | 6 |
Grassi Investment Management | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q3 2018 | 6 |
Curi Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 6 |
RAINIER INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.98% | 1.39% | 1.77% | Q2 2013 | Q3 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.28% | 0.57% | 0.94% | Q2 2017 | Q3 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 1.22% | 1.44% | 1.79% | Q2 2013 | Q3 2014 | 6 |
One Capital Management, LLC | 5 | 1 | 0.02% | 0.48% | 0.63% | Q3 2016 | Q3 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.31% | 0.58% | Q4 2017 | Q3 2023 | 6 |
British Airways Pensions Investment Management Ltd | 6 | 6 | 0.71% | 1.02% | 1.63% | Q4 2014 | Q1 2016 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.57% | 0.87% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Odey Holdings AG | 6 | 6 | 2.84% | 4.38% | 6.13% | Q1 2015 | Q2 2016 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 1.05% | 1.50% | 2.90% | Q2 2015 | Q3 2016 | 6 |
GRAND JEAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.18% | 0.25% | 0.28% | Q2 2014 | Q3 2015 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.12% | 0.25% | 0.36% | Q4 2017 | Q1 2019 | 6 |
Wakefield Asset Management LLLP | 4 | 2 | 0.09% | 0.48% | 1.25% | Q2 2019 | Q1 2023 | 6 |
New Potomac Partners, LLC | 6 | 6 | 0.64% | 1.41% | 2.24% | Q4 2019 | Q1 2021 | 6 |
Smith & Howard Wealth Management, LLC | 3 | 1 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q2 2015 | 6 |
CAPITAL INSIGHT PARTNERS, LLC | 6 | 6 | 0.21% | 1.84% | 2.74% | Q4 2015 | Q1 2017 | 6 |
Kowal Investment Group, LLC | 5 | 1 | 0.01% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.01% | 0.25% | 0.72% | Q4 2021 | Q3 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.36% | 0.71% | 1.01% | Q2 2015 | Q3 2016 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Asset Allocation & Management Company, LLC | 6 | 6 | 0.13% | 0.19% | 0.32% | Q4 2021 | Q1 2023 | 6 |
BRC Investment Management LLC | 4 | 2 | 0.04% | 1.76% | 2.80% | Q1 2014 | Q1 2016 | 6 |
CFM WEALTH PARTNERS LLC | 6 | 6 | 0.07% | 0.22% | 0.35% | Q4 2019 | Q1 2021 | 6 |
Cavalier Investments, LLC | 3 | 1 | 0.13% | 0.66% | 1.08% | Q3 2015 | Q1 2020 | 6 |
FIRST NIAGARA BANK | 6 | 6 | 0.33% | 0.49% | 0.58% | Q1 2015 | Q2 2016 | 6 |
Apella Capital, LLC | 6 | 6 | 0.04% | 0.12% | 0.20% | Q1 2020 | Q2 2021 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.29% | 0.34% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Capstone Financial Advisors, Inc. | 6 | 6 | 0.08% | 0.12% | 0.22% | Q3 2014 | Q4 2015 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Belmont Global Advisors, Inc. | 6 | 6 | 0.96% | 1.62% | 2.83% | Q2 2014 | Q3 2015 | 6 |
Fortress Wealth Group, LLC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Symphony Financial, Ltd. Co. | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.04% | 0.05% | 0.09% | Q3 2017 | Q3 2020 | 5 |
Catamount Wealth Management | 4 | 1 | 0.01% | 0.50% | 2.42% | Q4 2014 | Q2 2016 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 5 |
Bangor Savings Bank | 5 | 5 | 0.21% | 0.26% | 0.28% | Q2 2016 | Q2 2017 | 5 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 5 | 5 | 0.04% | 0.30% | 0.39% | Q4 2020 | Q4 2021 | 5 |
Sio Capital Management, LLC | 2 | 1 | 1.46% | 7.96% | 28.92% | Q2 2015 | Q3 2021 | 5 |
BBR PARTNERS, LLC | 5 | 5 | 0.14% | 0.17% | 0.22% | Q2 2016 | Q2 2017 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.31% | 0.44% | 0.59% | Q2 2013 | Q2 2014 | 5 |
Gould Capital, LLC | 5 | 5 | 0.01% | 0.27% | 0.70% | Q3 2022 | Q3 2023 | 5 |
Connective Portfolio Management, LLC | 5 | 5 | 2.16% | 3.20% | 5.82% | Q3 2022 | Q3 2023 | 5 |
Secure Asset Management, LLC | 4 | 4 | 0.00% | 0.11% | 0.21% | Q1 2021 | Q4 2021 | 5 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 0.27% | 0.78% | 1.53% | Q4 2014 | Q4 2015 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.01% | 0.42% | 1.40% | Q2 2013 | Q2 2014 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.47% | 0.80% | 1.30% | Q2 2013 | Q2 2014 | 5 |
Graypoint LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Independence Capital Asset Partners, LLC | 3 | 2 | 0.99% | 2.30% | 3.46% | Q2 2013 | Q4 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q2 2014 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 5 |
KEMPER Corp | 5 | 5 | 0.08% | 0.16% | 0.26% | Q1 2014 | Q1 2015 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.16% | 0.17% | 0.19% | Q3 2017 | Q3 2018 | 5 |
Polaris Capital Management, LLC | 5 | 5 | 1.58% | 1.85% | 2.05% | Q3 2022 | Q3 2023 | 5 |
LVM CAPITAL MANAGEMENT LTD/MI | 5 | 5 | 1.78% | 2.55% | 3.03% | Q2 2015 | Q2 2016 | 5 |
DELTEC ASSET MANAGEMENT LLC | 5 | 5 | 0.52% | 1.16% | 1.49% | Q2 2013 | Q2 2014 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 5 |
White Elm Capital, LLC | 5 | 5 | 2.87% | 4.61% | 6.44% | Q3 2014 | Q3 2015 | 5 |
Onyx Bridge Wealth Group LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Bredin Investment LLC | 5 | 5 | 0.62% | 0.68% | 0.74% | Q4 2017 | Q4 2018 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 0.24% | 0.46% | Q1 2021 | Q2 2023 | 5 |
STRATTON MANAGEMENT CO | 5 | 5 | 0.11% | 0.26% | 0.46% | Q4 2014 | Q4 2015 | 5 |
Asymmetry Capital Management, L.P. | 4 | 1 | 2.42% | 5.50% | 7.59% | Q2 2017 | Q4 2019 | 5 |
Nepsis Inc. | 5 | 5 | 1.79% | 3.48% | 5.02% | Q1 2015 | Q1 2016 | 5 |
SCOUT INVESTMENTS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Triumph Capital Management | 5 | 5 | 0.10% | 0.21% | 0.31% | Q1 2022 | Q1 2023 | 5 |
Gerry Farber, LLC | 3 | 2 | 1.34% | 2.81% | 4.53% | Q2 2013 | Q3 2014 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Beacon Capital Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 5 |
Platte River Capital LLC | 5 | 5 | 0.08% | 1.21% | 1.95% | Q2 2013 | Q2 2014 | 5 |
Opera Trading Capital | 4 | 1 | 0.02% | 0.24% | 1.08% | Q1 2016 | Q3 2018 | 5 |
RELIANCE TRUST CO | 5 | 5 | 0.27% | 0.42% | 0.58% | Q4 2013 | Q4 2014 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 5 |
Eidelman Virant Capital | 3 | 1 | 0.09% | 0.21% | 0.51% | Q2 2013 | Q2 2015 | 5 |
Ground Swell Capital, LLC | 2 | 1 | 0.28% | 0.84% | 2.19% | Q2 2014 | Q3 2023 | 5 |
Acorn Wealth Advisors, LLC | 4 | 1 | 0.13% | 0.27% | 0.32% | Q4 2017 | Q4 2021 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.67% | 0.77% | 0.94% | Q4 2015 | Q4 2016 | 5 |
Indie Asset Partners, LLC | 5 | 5 | 0.24% | 0.39% | 0.47% | Q4 2019 | Q4 2020 | 5 |
S. R. Schill & Associates | 5 | 5 | 0.18% | 0.19% | 0.21% | Q2 2015 | Q2 2016 | 5 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2016 | 5 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.17% | 0.37% | 0.50% | Q3 2019 | Q2 2021 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.02% | 0.19% | 0.84% | Q2 2013 | Q2 2021 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
BRIDGER MANAGEMENT, LLC | 4 | 1 | 1.81% | 3.14% | 3.98% | Q4 2013 | Q2 2017 | 5 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.30% | 0.45% | 0.62% | Q3 2014 | Q4 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.11% | 0.25% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.02% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 5 |
Midwest Professional Planners, LTD. | 3 | 2 | 0.06% | 0.12% | 0.20% | Q4 2017 | Q2 2019 | 5 |
Wealth Architects, LLC | 3 | 1 | 0.10% | 0.17% | 0.32% | Q4 2014 | Q3 2016 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 5 | 0.21% | 0.28% | 0.36% | Q4 2016 | Q4 2017 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 0.09% | 0.14% | 0.18% | Q2 2022 | Q2 2023 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.30% | 0.43% | 0.70% | Q3 2022 | Q3 2023 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 5 | 5 | 0.27% | 0.78% | 1.53% | Q4 2014 | Q4 2015 | 5 |
Rotella Capital Management, Inc. | 5 | 5 | 0.19% | 0.30% | 0.42% | Q4 2014 | Q4 2015 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
WESPAC Advisors, LLC | 3 | 1 | 0.16% | 0.80% | 1.73% | Q3 2013 | Q3 2023 | 5 |
Virtus Family Office LLC | 5 | 5 | 2.40% | 2.71% | 3.07% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.15% | 0.31% | Q4 2019 | Q3 2023 | 5 |
Global Thematic Partners, LLC | 5 | 5 | 1.58% | 1.98% | 2.38% | Q3 2016 | Q3 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.05% | 0.11% | 0.16% | Q4 2017 | Q4 2018 | 5 |
Simplify Asset Management Inc. | 5 | 5 | 0.03% | 0.09% | 0.15% | Q3 2022 | Q3 2023 | 5 |
JGP Global Gestao de Recursos Ltda. | 5 | 5 | 0.20% | 1.86% | 7.20% | Q4 2015 | Q4 2016 | 5 |
Grisanti Capital Management LLC | 4 | 1 | 0.05% | 2.71% | 3.66% | Q4 2014 | Q3 2017 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.88% | 1.65% | Q4 2019 | Q4 2020 | 5 |
SATOVSKY ASSET MANAGEMENT LLC | 4 | 1 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 5 |
Copeland Capital Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.22% | 0.68% | 1.75% | Q4 2014 | Q4 2015 | 5 |
EQUITABLE TRUST CO | 4 | 1 | 0.02% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.43% | 0.56% | 0.62% | Q1 2016 | Q1 2017 | 5 |
Hamlin Capital Management, LLC | 5 | 5 | 1.14% | 2.06% | 2.60% | Q2 2019 | Q2 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.16% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Sapphire Star Partners LP | 5 | 5 | 0.34% | 0.46% | 0.59% | Q4 2015 | Q4 2016 | 5 |
AlphaCrest Capital Management LLC | 5 | 5 | 0.34% | 0.51% | 0.66% | Q4 2018 | Q4 2019 | 5 |
Parker Investment Management, LLC | 5 | 5 | 0.78% | 0.92% | 1.07% | Q1 2016 | Q1 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.29% | 0.34% | 0.38% | Q2 2013 | Q2 2014 | 5 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 0.46% | 1.53% | 3.93% | Q3 2016 | Q2 2018 | 5 |
Farmers National Bank | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 5 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.80% | 1.32% | 1.95% | Q2 2013 | Q3 2015 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q1 2017 | Q1 2018 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
NVWM, LLC | 2 | 1 | 0.00% | 0.21% | 0.38% | Q4 2017 | Q1 2022 | 5 |
Westshore Wealth, LLC | 4 | 1 | 0.26% | 0.31% | 0.35% | Q4 2019 | Q4 2021 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.14% | 0.29% | 0.49% | Q2 2013 | Q1 2017 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.44% | 0.59% | 0.65% | Q3 2015 | Q3 2016 | 5 |
Copernicus Capital Management, LLC | 4 | 1 | 6.83% | 9.21% | 11.67% | Q1 2018 | Q3 2019 | 5 |
TMD & ASSOCIATES, INC | 5 | 5 | 2.33% | 3.14% | 3.82% | Q4 2015 | Q4 2016 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.28% | 0.47% | 0.53% | Q4 2020 | Q3 2023 | 5 |
CAMG Solamere Management, LLC | 5 | 5 | 0.82% | 0.99% | 1.15% | Q4 2016 | Q4 2017 | 5 |
EverPoint Asset Management, LLC | 3 | 2 | 0.18% | 0.55% | 1.15% | Q4 2014 | Q3 2016 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.52% | 0.62% | 0.67% | Q2 2013 | Q2 2014 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.57% | 0.87% | 1.16% | Q2 2018 | Q3 2023 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.19% | 0.25% | 0.28% | Q2 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.13% | 0.18% | 0.21% | Q1 2015 | Q1 2016 | 5 |
Pratt Collard Advisory Partners LLC | 5 | 5 | 0.18% | 0.21% | 0.23% | Q4 2017 | Q4 2018 | 5 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.08% | 0.25% | 0.62% | Q4 2016 | Q4 2017 | 5 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 1 | 3.50% | 3.86% | 4.13% | Q1 2020 | Q3 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Arabesque Asset Management Ltd | 3 | 2 | 1.00% | 1.47% | 2.97% | Q1 2020 | Q4 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.62% | 0.79% | 0.95% | Q2 2015 | Q2 2016 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.08% | 0.11% | 0.23% | Q2 2013 | Q2 2014 | 5 |
TRIAD FINANCIAL ADVISORS, INC. | 5 | 5 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q4 2022 | 5 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.34% | 0.60% | Q3 2015 | Q3 2016 | 5 |
Regal Wealth Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2022 | 5 |
Bank OZK | 5 | 5 | 0.08% | 0.10% | 0.13% | Q2 2014 | Q2 2015 | 5 |
STEPH & CO | 5 | 5 | 0.30% | 0.34% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Weaver C. Barksdale & Associates, Inc. | 5 | 5 | 1.81% | 2.10% | 2.28% | Q3 2022 | Q3 2023 | 5 |
Serengeti Asset Management LP | 4 | 4 | 0.42% | 1.07% | 1.70% | Q4 2014 | Q3 2015 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.66% | 0.81% | 1.04% | Q4 2021 | Q4 2022 | 5 |
Lomas Capital Management, LLC | 5 | 5 | 1.08% | 2.65% | 4.91% | Q2 2014 | Q2 2015 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.02% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
FORA Capital, LLC | 2 | 1 | 0.10% | 0.27% | 0.51% | Q4 2019 | Q2 2023 | 5 |
Bizma Investimentos Ltda | 5 | 5 | 3.66% | 9.10% | 11.42% | Q4 2018 | Q4 2019 | 5 |
Invst, LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q4 2022 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 2.58% | 3.12% | 3.47% | Q4 2014 | Q4 2015 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Nikulski Financial, Inc. | 5 | 5 | 0.24% | 0.32% | 0.44% | Q4 2017 | Q4 2018 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.45% | 1.56% | 2.24% | Q4 2016 | Q4 2017 | 5 |
Dakota Wealth Management | 4 | 1 | 0.02% | 0.07% | 0.15% | Q2 2022 | Q3 2023 | 5 |
WESTPORT ADVISERS LLC | 5 | 5 | 1.21% | 1.34% | 1.46% | Q2 2015 | Q2 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2016 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.22% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.62% | 1.28% | Q2 2015 | Q2 2018 | 5 |
Allen Capital Group, LLC | 5 | 5 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q2 2021 | 5 |
FormulaFolio Investments, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q2 2021 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.01% | 0.04% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Phoenix Holdings Ltd. | 5 | 5 | 0.08% | 0.30% | 0.72% | Q3 2019 | Q3 2020 | 5 |
Eagle Ridge Investment Management | 5 | 5 | 0.16% | 0.25% | 0.40% | Q1 2015 | Q1 2016 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.25% | 0.40% | 0.52% | Q2 2016 | Q2 2017 | 5 |
WASATCH ADVISORS LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 0.50% | 0.67% | 0.87% | Q4 2015 | Q4 2016 | 5 |
Silverleafe Capital Partners, LLC | 4 | 4 | 0.01% | 0.45% | 1.33% | Q2 2018 | Q1 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.14% | 0.18% | 0.25% | Q2 2013 | Q2 2014 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Trinity Legacy Partners, LLC | 4 | 4 | 0.15% | 1.25% | 2.07% | Q4 2019 | Q3 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Keel Point, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2020 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2016 | Q3 2017 | 4 |
Clal Insurance Enterprises Holdings Ltd | 3 | 1 | 0.01% | 0.07% | 0.25% | Q1 2015 | Q3 2023 | 4 |
Ionic Capital Management LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q2 2016 | Q4 2017 | 4 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.24% | 0.63% | 0.87% | Q2 2013 | Q1 2014 | 4 |
Sterling Investment Counsel, LLC | 4 | 4 | 0.11% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.01% | 0.25% | 0.88% | Q2 2022 | Q1 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
EHP Funds Inc. | 3 | 1 | 0.16% | 0.27% | 0.52% | Q1 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.24% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.29% | 1.48% | 1.76% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 4 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 4 | 4 | 0.89% | 1.10% | 1.58% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2013 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GAGNON SECURITIES LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.15% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Randolph Co Inc | 3 | 1 | 0.12% | 1.27% | 1.84% | Q2 2013 | Q3 2015 | 4 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 1 | 0.11% | 0.52% | 0.70% | Q2 2015 | Q2 2016 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.17% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.17% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.20% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.77% | 0.78% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.66% | 0.83% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.22% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.40% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.37% | 0.45% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.55% | 1.14% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.19% | 0.43% | 0.70% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.24% | 0.31% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.46% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.12% | 1.23% | 1.40% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.33% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 2 | 2 | 0.11% | 0.21% | 0.29% | Q1 2022 | Q2 2023 | 4 |
Bellevue Asset Management AG | 4 | 4 | 3.20% | 3.70% | 4.07% | Q1 2015 | Q4 2015 | 4 |
First County Bank /CT/ | 4 | 4 | 1.19% | 1.86% | 2.58% | Q4 2022 | Q3 2023 | 4 |
DOCK STREET ASSET MANAGEMENT INC | 4 | 4 | 0.37% | 1.56% | 2.34% | Q1 2016 | Q4 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Semper Trust Co. | 3 | 1 | 0.48% | 0.67% | 0.88% | Q4 2014 | Q4 2015 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.92% | 1.03% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Werlinich Asset Management, LLC | 4 | 4 | 0.75% | 0.80% | 0.84% | Q1 2021 | Q4 2021 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.97% | 1.08% | 1.17% | Q4 2022 | Q3 2023 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 1.11% | 1.55% | 2.12% | Q1 2017 | Q4 2017 | 4 |
Soros Fund Management | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2016 | 4 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2021 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Copperwynd Financial, LLC | 3 | 1 | 0.21% | 0.46% | 1.16% | Q4 2017 | Q4 2022 | 4 |
Empire Life Investments Inc. | 2 | 2 | 0.40% | 0.81% | 2.00% | Q1 2017 | Q1 2020 | 4 |
LITTLE HOUSE CAPITAL LLC | 3 | 1 | 0.03% | 0.24% | 0.35% | Q1 2019 | Q4 2021 | 4 |
SkyBridge Capital II, LLC | 4 | 4 | 3.36% | 3.67% | 4.03% | Q2 2017 | Q1 2018 | 4 |
Bristol Advisors, LLC | 3 | 1 | 1.30% | 1.99% | 3.64% | Q3 2017 | Q4 2018 | 4 |
DSC Advisors, L.P. | 4 | 4 | 0.01% | 0.08% | 0.14% | Q1 2014 | Q4 2014 | 4 |
Atlas Principals, LLC | 2 | 1 | 0.58% | 1.82% | 2.89% | Q4 2019 | Q1 2021 | 4 |
MQS Management LLC | 2 | 2 | 0.17% | 0.27% | 0.45% | Q1 2022 | Q3 2023 | 4 |
Abbrea Capital, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q1 2023 | 4 |
Ninety One North America, Inc. | 4 | 4 | 0.22% | 1.10% | 1.51% | Q1 2016 | Q4 2016 | 4 |
MHI Funds, LLC | 4 | 4 | 3.49% | 4.25% | 6.07% | Q2 2019 | Q1 2020 | 4 |
Hotaling Investment Management, LLC | 4 | 4 | 0.42% | 0.53% | 0.68% | Q4 2019 | Q3 2020 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 4 |
Horiko Capital Management LLC | 4 | 4 | 2.29% | 2.62% | 3.18% | Q4 2018 | Q3 2019 | 4 |
Lafayette Investments | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wahed Invest LLC | 2 | 2 | 0.48% | 0.50% | 0.54% | Q2 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.76% | 0.91% | 1.05% | Q4 2017 | Q3 2018 | 4 |
Cornerstone Financial Partners, LLC | 4 | 4 | 0.26% | 0.82% | 1.42% | Q4 2015 | Q3 2016 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q1 2020 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2010 | Q3 2023 | 4 |
TimesSquare Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2021 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.03% | 0.53% | 0.99% | Q3 2014 | Q3 2015 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.20% | 0.45% | 0.69% | Q4 2014 | Q3 2015 | 4 |
OSTRUM ASSET MANAGEMENT | 3 | 1 | 0.29% | 0.47% | 0.62% | Q4 2018 | Q3 2023 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 4 | 4 | 0.42% | 0.95% | 1.33% | Q3 2015 | Q2 2016 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.32% | 0.68% | Q4 2019 | Q2 2023 | 4 |
Convector Capital Management, LP | 4 | 4 | 6.24% | 8.36% | 10.78% | Q4 2015 | Q3 2016 | 4 |
BESSEMER SECURITIES LLC | 4 | 4 | 0.97% | 1.46% | 1.78% | Q4 2014 | Q3 2015 | 4 |
Bremer Bank National Association | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2021 | 4 |
KEMPNER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.59% | 2.06% | 3.12% | Q3 2016 | Q2 2017 | 4 |
McClain Value Management LLC | 4 | 4 | 3.74% | 4.00% | 4.54% | Q1 2017 | Q4 2017 | 4 |
Buffington Mohr McNeal | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q4 2016 | 4 |
SUFFOLK CAPITAL MANAGEMENT LLC | 2 | 1 | 0.38% | 0.72% | 1.28% | Q2 2013 | Q3 2014 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2016 | Q4 2016 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 0.06% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.32% | 0.39% | 0.49% | Q2 2013 | Q1 2014 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2014 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.16% | 0.47% | 0.93% | Q4 2019 | Q2 2022 | 4 |
Partners Value Investments L.P. | 4 | 4 | 0.72% | 0.77% | 0.82% | Q1 2017 | Q4 2017 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
PORTOLA GROUP INC /CA | 3 | 1 | 0.27% | 0.59% | 1.20% | Q3 2013 | Q2 2015 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.02% | 0.19% | 0.65% | Q2 2013 | Q1 2014 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Beaumont Asset Management, L.L.C. | 4 | 4 | 0.63% | 0.92% | 1.31% | Q4 2019 | Q3 2020 | 4 |
Westchester Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2014 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Orbitronix, LP | 2 | 2 | 0.48% | 0.64% | 0.75% | Q2 2013 | Q3 2014 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2020 | 4 |
Senvest Management, LLC | 3 | 1 | 0.34% | 1.26% | 2.44% | Q2 2017 | Q2 2018 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.60% | 1.00% | 1.29% | Q1 2016 | Q4 2016 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.60% | 2.77% | 4.25% | Q3 2015 | Q2 2016 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 2.57% | 2.78% | 2.95% | Q4 2015 | Q3 2016 | 4 |
NBW CAPITAL LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Sunnymeath Asset Management, Inc. | 4 | 4 | 0.09% | 0.11% | 0.14% | Q1 2016 | Q4 2016 | 4 |
Mirova US LLC | 4 | 4 | 1.70% | 2.42% | 2.86% | Q4 2019 | Q3 2020 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 4 |
NWK Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
BERRY GROUP, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.25% | 0.28% | 0.31% | Q2 2013 | Q1 2014 | 4 |
Resonant Capital Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.07% | 0.24% | Q2 2023 | Q3 2023 | 4 |
Cordatus Wealth Management LLC | 3 | 1 | 0.29% | 1.04% | 2.54% | Q1 2020 | Q3 2022 | 4 |
Keebeck Wealth Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Wedgewood Partners | 4 | 4 | 2.50% | 3.19% | 3.79% | Q2 2013 | Q1 2014 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 0.17% | 0.19% | 0.20% | Q2 2015 | Q1 2016 | 4 |
Citizens National Bank Trust Department | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Penn Mutual Asset Management, LLC | 4 | 4 | 0.25% | 0.30% | 0.38% | Q1 2021 | Q4 2021 | 4 |
Systematic Alpha Investments, LLC | 4 | 4 | 0.00% | 0.07% | 0.28% | Q4 2020 | Q3 2021 | 4 |
FDO Partners, LLC | 2 | 2 | 0.17% | 0.30% | 0.39% | Q2 2016 | Q2 2017 | 4 |
AGF Investments America Inc. | 4 | 4 | 1.36% | 1.97% | 2.51% | Q4 2014 | Q3 2015 | 4 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.11% | 0.28% | Q2 2014 | Q1 2015 | 4 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 4 | 4 | 0.36% | 1.16% | 1.56% | Q3 2015 | Q2 2016 | 4 |
PDS Planning, Inc | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.24% | 0.36% | 0.45% | Q4 2022 | Q3 2023 | 4 |
SILVERARC CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.28% | 1.55% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Walkner Condon Financial Advisors LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
REINHART PARTNERS, LLC. | 4 | 4 | 0.03% | 0.05% | 0.10% | Q3 2015 | Q2 2016 | 4 |
Rockbridge Investment Management, LCC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 1 | 0.31% | 0.46% | 0.86% | Q2 2015 | Q4 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Leonard Capital Management, Inc. | 3 | 1 | 0.61% | 1.48% | 2.62% | Q4 2014 | Q4 2015 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
qPULA Trading Management LP | 2 | 1 | 0.80% | 1.49% | 2.36% | Q1 2021 | Q3 2022 | 4 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 0.14% | 0.92% | 1.64% | Q3 2018 | Q1 2020 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q1 2023 | 4 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.06% | 0.78% | 1.82% | Q1 2020 | Q3 2021 | 4 |
Wealth Advisory Solutions, LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q2 2022 | 4 |
ADVANCE CAPITAL I INC | 3 | 1 | 0.39% | 0.56% | 0.69% | Q2 2013 | Q4 2015 | 4 |
Deane Retirement Strategies, Inc. | 4 | 4 | 0.02% | 2.00% | 3.31% | Q1 2015 | Q4 2015 | 4 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q1 2019 | 4 |
Manifold Partners, LLC | 2 | 2 | 0.06% | 0.35% | 0.64% | Q2 2013 | Q4 2015 | 4 |
BANKERS TRUST CO | 4 | 4 | 0.18% | 0.20% | 0.22% | Q3 2013 | Q2 2014 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q4 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Annapolis Financial Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.08% | 0.13% | 0.25% | Q3 2017 | Q2 2020 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q4 2022 | 4 |
TFS CAPITAL LLC | 4 | 4 | 0.09% | 0.14% | 0.18% | Q3 2016 | Q2 2017 | 4 |
Magellan Asset Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
McAdams Wright Ragen, Inc. | 4 | 4 | 0.02% | 0.08% | 0.17% | Q4 2013 | Q3 2014 | 4 |
Golden State Equity Partners | 3 | 1 | 0.06% | 0.34% | 0.63% | Q1 2021 | Q3 2023 | 4 |
Micawber Capital, LLC | 4 | 4 | 2.57% | 3.11% | 4.04% | Q4 2016 | Q3 2017 | 4 |
NEEDELMAN ASSET MANAGEMENT INC | 4 | 4 | 2.71% | 3.20% | 3.60% | Q3 2017 | Q2 2018 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.21% | 0.30% | 0.38% | Q2 2013 | Q1 2014 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MONTAGE INVESTMENTS, LLC | 4 | 4 | 0.74% | 1.30% | 1.76% | Q4 2015 | Q3 2016 | 4 |
Telemetry Investments, L.L.C. | 2 | 1 | 0.11% | 0.98% | 2.11% | Q2 2015 | Q1 2017 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Covington Investment Advisors Inc. | 4 | 4 | 1.12% | 1.35% | 1.60% | Q3 2015 | Q2 2016 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 1.48% | 1.58% | 1.72% | Q4 2017 | Q3 2018 | 4 |
Alpha Family Trust | 4 | 4 | 0.35% | 0.46% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Stokes & Hubbell Capital Management, LLC | 4 | 4 | 0.10% | 0.14% | 0.17% | Q3 2015 | Q2 2016 | 4 |
Union Heritage Capital, LLC | 4 | 4 | 0.34% | 0.35% | 0.36% | Q1 2021 | Q4 2021 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
STERNE AGEE GROUP, INC. | 3 | 1 | 0.17% | 0.19% | 0.21% | Q1 2014 | Q1 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Five Oceans Advisors | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Twelve Points Wealth Management LLC | 4 | 4 | 0.26% | 0.31% | 0.40% | Q4 2021 | Q3 2022 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 1.25% | 2.95% | Q1 2014 | Q4 2016 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.19% | 0.24% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Standard Investments LLC | 3 | 3 | 0.04% | 0.29% | 0.62% | Q3 2014 | Q1 2015 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.57% | 0.63% | 0.72% | Q4 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
DGS Capital Management, LLC | 4 | 4 | 0.25% | 0.30% | 0.36% | Q2 2022 | Q1 2023 | 4 |
Carmel Capital Partners, LLC | 2 | 1 | 0.01% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q4 2021 | Q4 2022 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.30% | 0.35% | 0.38% | Q1 2016 | Q4 2016 | 4 |
Howard Capital Management Inc. | 4 | 4 | 1.11% | 1.51% | 2.54% | Q4 2017 | Q3 2018 | 4 |
JMAC ENTERPRISES LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.35% | 2.17% | 4.68% | Q3 2021 | Q3 2022 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.06% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.17% | 0.34% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Carson Advisory Inc. | 4 | 4 | 0.32% | 0.38% | 0.49% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.77% | 0.87% | 1.01% | Q4 2021 | Q3 2022 | 4 |
Confluence Wealth Services, Inc. | 3 | 1 | 0.01% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.11% | 0.29% | 0.47% | Q1 2020 | Q4 2020 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.34% | 0.43% | 0.61% | Q4 2019 | Q3 2020 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.20% | 0.26% | 0.39% | Q1 2019 | Q4 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.04% | 0.28% | 0.41% | Q4 2022 | Q3 2023 | 4 |
TRAN CAPITAL MANAGEMENT, L.P. | 3 | 1 | 0.00% | 0.40% | 1.59% | Q4 2013 | Q2 2019 | 4 |
361 CAPITAL LLC | 2 | 1 | 0.08% | 0.29% | 0.77% | Q3 2017 | Q3 2019 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.24% | 0.85% | Q1 2014 | Q3 2016 | 4 |
Loeb Offshore Management LP | 4 | 4 | 0.08% | 0.40% | 0.80% | Q2 2013 | Q1 2014 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Pennant Capital Management, LLC | 3 | 3 | 3.08% | 3.44% | 3.79% | Q2 2014 | Q4 2014 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Optas, LLC | 2 | 1 | 0.07% | 0.19% | 0.35% | Q4 2019 | Q3 2020 | 3 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2016 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.40% | 0.78% | 1.01% | Q2 2013 | Q4 2013 | 3 |
Moreno Evelyn V | 3 | 3 | 0.12% | 0.15% | 0.21% | Q2 2022 | Q4 2022 | 3 |
Alhambra Investment Management LLC | 2 | 1 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 3 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2021 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 1.22% | 1.35% | 1.42% | Q4 2013 | Q2 2014 | 3 |
DCF Advisers, LLC | 2 | 2 | 0.14% | 0.37% | 0.68% | Q4 2020 | Q1 2021 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Blue Ridge Capital, L.L.C. | 3 | 3 | 0.48% | 1.26% | 1.82% | Q2 2013 | Q4 2013 | 3 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q1 2023 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.52% | 0.79% | Q4 2017 | Q2 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.96% | 1.02% | 1.14% | Q2 2013 | Q4 2013 | 3 |
Orbis Allan Gray Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q3 2016 | 3 |
Foundation Asset Management, LP | 3 | 3 | 1.41% | 1.78% | 2.35% | Q4 2014 | Q2 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Vancity Investment Management Ltd | 3 | 3 | 1.31% | 1.40% | 1.48% | Q4 2020 | Q2 2021 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NEIRG Wealth Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q2 2023 | 3 |
Castle Creek Arbitrage, LLC | 3 | 3 | 0.16% | 0.67% | 1.20% | Q1 2020 | Q3 2020 | 3 |
ARROWGRASS CAPITAL PARTNERS LLP | 2 | 1 | 0.40% | 2.20% | 4.06% | Q1 2014 | Q2 2016 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Americana Partners, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q2 2022 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q4 2022 | 3 |
Privium Fund Management B.V. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
KOPP INVESTMENT ADVISORS LLC | 3 | 3 | 0.13% | 0.17% | 0.22% | Q1 2016 | Q3 2016 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.36% | 0.41% | 0.45% | Q2 2013 | Q4 2013 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.16% | 0.25% | 0.37% | Q4 2018 | Q4 2020 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 2.83% | 3.34% | 3.82% | Q1 2014 | Q3 2014 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.43% | 1.29% | Q4 2021 | Q2 2022 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 1.26% | 1.33% | 1.40% | Q4 2022 | Q2 2023 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.22% | 0.29% | 0.32% | Q4 2022 | Q2 2023 | 3 |
BARING ASSET MANAGEMENT Ltd | 2 | 1 | 0.11% | 0.72% | 1.10% | Q3 2014 | Q3 2017 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.29% | 0.33% | 0.37% | Q3 2020 | Q1 2021 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.37% | 0.47% | 0.52% | Q4 2015 | Q2 2016 | 3 |
Tranquility Partners, LLC | 2 | 1 | 0.11% | 0.14% | 0.19% | Q2 2020 | Q4 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.03% | 0.20% | 0.50% | Q1 2022 | Q2 2023 | 3 |
Meridian Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.57% | 0.61% | 0.67% | Q3 2014 | Q1 2020 | 3 |
Nantahala Capital Management | 2 | 2 | 0.74% | 1.16% | 1.48% | Q1 2014 | Q2 2014 | 3 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2023 | 3 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2020 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CTC LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q1 2018 | Q2 2021 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Armbruster Capital Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 3 |
iAB Financial Bank | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2016 | Q3 2016 | 3 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 1 | 0.09% | 0.38% | 0.86% | Q2 2013 | Q1 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.30% | 0.35% | 0.38% | Q4 2017 | Q4 2018 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.54% | 0.62% | 0.73% | Q1 2020 | Q3 2020 | 3 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 1 | 0.46% | 1.37% | 1.92% | Q2 2015 | Q2 2020 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.01% | 0.24% | 0.40% | Q1 2017 | Q3 2017 | 3 |
FolioMetrix LLC | 3 | 3 | 0.73% | 0.80% | 0.85% | Q4 2014 | Q2 2015 | 3 |
Alaethes Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NTB Financial Corp | 3 | 3 | 0.30% | 0.34% | 0.38% | Q4 2021 | Q2 2022 | 3 |
GOULD ASSET MANAGEMENT LLC /CA/ | 2 | 1 | 0.10% | 0.11% | 0.13% | Q1 2018 | Q1 2020 | 3 |
CINQUE PARTNERS LLC | 3 | 3 | 0.98% | 1.30% | 1.52% | Q1 2015 | Q3 2015 | 3 |
GLG INC. | 3 | 3 | 0.23% | 0.56% | 0.77% | Q2 2013 | Q4 2013 | 3 |
EII CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.83% | 0.88% | 0.91% | Q2 2017 | Q4 2017 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.62% | 0.69% | 0.74% | Q1 2022 | Q3 2022 | 3 |
Third Point | 3 | 3 | 0.01% | 0.91% | 1.94% | Q2 2013 | Q4 2013 | 3 |
Rovida Advisors Inc. | 2 | 1 | 0.18% | 1.19% | 3.18% | Q4 2016 | Q1 2021 | 3 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.08% | 2.01% | 5.76% | Q1 2014 | Q3 2015 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 3 |
FIRST CITIZENS BANCORPORATION INC | 3 | 3 | 0.31% | 0.50% | 0.63% | Q2 2014 | Q4 2014 | 3 |
STELLIAM INVESTMENT MANAGEMENT, LP | 3 | 3 | 1.61% | 1.76% | 1.87% | Q1 2016 | Q3 2016 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.01% | 0.11% | 0.25% | Q2 2015 | Q1 2017 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
JRM Investment Counsel, LLC | 3 | 3 | 0.76% | 0.90% | 1.04% | Q1 2015 | Q3 2015 | 3 |
Sofinnova Investments, Inc. | 1 | 1 | 1.66% | 1.78% | 1.96% | Q4 2018 | Q3 2022 | 3 |
GARRISON POINT ADVISORS, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Berkeley Capital Partners, LLC | 2 | 1 | 0.24% | 0.38% | 0.54% | Q4 2015 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Grandview Asset Management LLC | 2 | 1 | 0.02% | 0.54% | 1.02% | Q2 2020 | Q1 2021 | 3 |
Diametric Capital, LP | 2 | 1 | 1.30% | 2.28% | 3.20% | Q3 2018 | Q2 2019 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.08% | 0.43% | 0.82% | Q2 2020 | Q2 2023 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.19% | 0.24% | 0.28% | Q4 2022 | Q2 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.82% | 0.95% | 1.05% | Q2 2013 | Q4 2013 | 3 |
Lansing Street Advisors | 3 | 3 | 0.19% | 0.21% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.01% | 0.08% | 0.19% | Q4 2017 | Q1 2019 | 3 |
JB Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Opes Advisors Inc | 3 | 3 | 4.54% | 4.77% | 5.07% | Q1 2017 | Q3 2017 | 3 |
KHP Capital, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2018 | Q3 2018 | 3 |
INDEPENDENT INVESTORS INC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q1 2014 | Q3 2014 | 3 |
CONCORD ASSET MANAGEMENT LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q2 2014 | Q4 2014 | 3 |
Allred Capital Management, LLC | 2 | 1 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q1 2021 | 3 |
MMBG INVESTMENT ADVISORS CO. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Tradeworx Inc. | 3 | 3 | 0.25% | 0.30% | 0.37% | Q2 2013 | Q4 2013 | 3 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.75% | 1.76% | Q2 2014 | Q1 2017 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.01% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Jabre Capital Partners S.A. | 2 | 1 | 3.28% | 3.75% | 4.33% | Q1 2016 | Q4 2016 | 3 |
GLENHILL ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
HALL CAPITAL MANAGEMENT CO INC | 3 | 3 | 0.17% | 0.79% | 1.46% | Q1 2020 | Q3 2020 | 3 |
HEADINVEST, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.43% | 0.50% | 0.55% | Q4 2021 | Q4 2022 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.32% | 0.51% | 0.80% | Q2 2013 | Q1 2016 | 3 |
Inlet Private Wealth, LLC | 3 | 3 | 0.07% | 0.15% | 0.18% | Q4 2018 | Q2 2019 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Gs Investments, Inc. | 3 | 3 | 0.43% | 0.47% | 0.53% | Q2 2017 | Q4 2017 | 3 |
ARK Investment Management | 3 | 3 | 0.08% | 0.12% | 0.14% | Q4 2017 | Q2 2018 | 3 |
United Capital Management of KS, Inc. | 3 | 3 | 0.22% | 0.26% | 0.32% | Q2 2020 | Q4 2020 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Q3 Asset Management | 3 | 3 | 0.22% | 0.65% | 0.88% | Q4 2022 | Q2 2023 | 3 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.53% | 0.85% | Q1 2020 | Q4 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q2 2015 | 3 |
HARTWELL J M LIMITED PARTNERSHIP | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q3 2017 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.36% | 0.46% | 0.60% | Q1 2023 | Q3 2023 | 3 |
ASB Consultores, LLC | 2 | 1 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q2 2023 | 3 |
Discovery Value Fund | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q1 2020 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
Spartan Planning & Wealth Management | 3 | 3 | 0.15% | 0.27% | 0.44% | Q2 2022 | Q4 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinz Capital Management, LP | 2 | 1 | 0.03% | 0.35% | 0.83% | Q4 2019 | Q1 2021 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
JARISLOWSKY, FRASER Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q2 2020 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.20% | 0.32% | 0.40% | Q2 2014 | Q1 2015 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.15% | 0.34% | 0.46% | Q4 2017 | Q2 2018 | 3 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2016 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.12% | 0.30% | 0.63% | Q4 2021 | Q3 2023 | 3 |
BRISTOL JOHN W & CO INC /NY/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TradeLink Capital LLC | 1 | 1 | 0.65% | 1.66% | 3.14% | Q2 2015 | Q2 2020 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.10% | 0.20% | 0.25% | Q2 2021 | Q2 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.04% | 0.15% | 0.36% | Q2 2016 | Q1 2017 | 3 |
ORG Partners LLC | 3 | 3 | 0.83% | 1.23% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.02% | 0.08% | 0.22% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Chinook Capital Management | 3 | 3 | 3.18% | 3.28% | 3.38% | Q2 2013 | Q4 2013 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2016 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MAS Advisors LLC | 3 | 3 | 0.14% | 0.25% | 0.31% | Q3 2022 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.23% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Baker Chad R | 3 | 3 | 0.44% | 0.45% | 0.46% | Q1 2018 | Q3 2018 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.29% | 0.39% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Members Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
Glaxis Capital Management, LLC | 2 | 1 | 0.90% | 2.14% | 3.86% | Q2 2013 | Q2 2014 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 1.10% | 1.17% | 1.29% | Q4 2021 | Q2 2022 | 3 |
Day & Ennis, LLC | 2 | 1 | 0.21% | 0.24% | 0.26% | Q4 2015 | Q3 2016 | 3 |
Ninety One SA (PTY) Ltd | 3 | 3 | 0.02% | 0.20% | 0.57% | Q2 2016 | Q4 2016 | 3 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.25% | 0.42% | Q4 2017 | Q4 2020 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 3 |
swisspartners Ltd. | 3 | 3 | 0.24% | 0.42% | 0.78% | Q4 2020 | Q2 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.39% | 0.55% | 0.77% | Q4 2017 | Q2 2018 | 3 |
Family Capital Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Joule Financial, LLC | 3 | 3 | 0.19% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 0.23% | 0.27% | 0.30% | Q3 2022 | Q1 2023 | 3 |
Jackson Creek Investment Advisors LLC | 2 | 1 | 0.07% | 0.24% | 0.40% | Q1 2021 | Q1 2023 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.07% | 0.14% | 0.24% | Q1 2014 | Q3 2014 | 3 |
Platform Technology Partners | 2 | 1 | 0.10% | 0.16% | 0.20% | Q2 2020 | Q2 2021 | 3 |
Tillar-Wenstrup Advisors, LLC | 3 | 3 | 1.80% | 1.85% | 1.94% | Q2 2015 | Q4 2015 | 3 |
Gateway Wealth Partners, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.21% | 0.21% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.19% | 0.89% | 1.56% | Q4 2017 | Q1 2020 | 3 |
SENZAR ASSET MANAGEMENT, LLC | 2 | 1 | 4.56% | 5.53% | 6.51% | Q1 2017 | Q2 2018 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2015 | Q4 2015 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Green Alpha Advisors, LLC | 2 | 1 | 0.28% | 0.36% | 0.46% | Q4 2020 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Game Creek Capital, LP | 2 | 1 | 0.10% | 0.72% | 1.12% | Q4 2017 | Q2 2020 | 3 |
Litespeed Management, L.L.C. | 3 | 3 | 7.01% | 8.95% | 10.92% | Q2 2015 | Q4 2015 | 3 |
Springhouse Capital Management, LP | 3 | 3 | 2.77% | 4.22% | 6.80% | Q4 2016 | Q2 2017 | 3 |
Centaur Capital | 3 | 3 | 2.60% | 3.19% | 3.74% | Q2 2016 | Q4 2016 | 3 |
Lamond Capital Partners LLC | 2 | 1 | 8.39% | 10.40% | 12.87% | Q2 2014 | Q1 2015 | 3 |
Tetrem Capital Management Ltd. | 3 | 3 | 1.14% | 1.24% | 1.34% | Q3 2016 | Q1 2017 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.05% | 0.20% | 0.49% | Q4 2020 | Q4 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.03% | 0.08% | 0.14% | Q3 2023 | Q3 2023 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q3 2022 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Invictus RG | 3 | 3 | 0.03% | 0.19% | 0.35% | Q1 2017 | Q3 2017 | 3 |
TFB Advisors LLC | 3 | 3 | 0.30% | 0.34% | 0.39% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2022 | 3 |
LOEB PARTNERS CORP | 2 | 1 | 0.02% | 0.32% | 0.86% | Q2 2015 | Q1 2019 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Standard Family Office LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Stolper Co | 3 | 3 | 0.67% | 0.81% | 0.92% | Q1 2020 | Q3 2020 | 3 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q3 2020 | Q3 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Delaney Dennis R | 3 | 3 | 0.40% | 0.43% | 0.45% | Q4 2017 | Q2 2018 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.05% | 0.16% | 0.34% | Q2 2013 | Q4 2013 | 3 |
MARSHALL WACE ASIA Ltd | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2018 | Q3 2018 | 3 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.10% | 0.20% | Q1 2020 | Q4 2022 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Sweet Financial Partners, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 3 |
Montis Financial, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Phillips Wealth Planners LLC | 2 | 1 | 0.30% | 0.41% | 0.62% | Q4 2022 | Q3 2023 | 3 |
Accredited Investors Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
COWA, LLC | 2 | 1 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q3 2022 | 3 |
Pinion Investment Advisors, LLC | 2 | 1 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 3 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.13% | 0.21% | 0.33% | Q4 2020 | Q1 2022 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 3 |
WAYCROSS PARTNERS, LLC | 3 | 3 | 0.50% | 0.54% | 0.62% | Q1 2021 | Q3 2021 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 3 |
Sandbox Financial Partners, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Capital Investment Counsel, Inc | 2 | 1 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q1 2021 | 3 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.44% | 0.46% | 0.49% | Q2 2013 | Q3 2013 | 2 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Shilanski & Associates, Inc. | 2 | 2 | 0.41% | 0.44% | 0.48% | Q1 2023 | Q2 2023 | 2 |
KLCM Advisors, Inc. | 2 | 2 | 0.62% | 0.65% | 0.68% | Q2 2022 | Q3 2022 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.67% | 0.72% | 0.78% | Q1 2021 | Q2 2021 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2020 | Q3 2020 | 2 |
Johanson Financial Advisors, Inc. | 2 | 2 | 0.17% | 0.32% | 0.47% | Q1 2020 | Q2 2020 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.40% | 0.46% | 0.52% | Q4 2015 | Q1 2016 | 2 |
Cottage Street Advisors LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2015 | Q1 2016 | 2 |
GoldenTree Asset Management | 2 | 2 | 1.24% | 2.58% | 3.93% | Q1 2014 | Q2 2014 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.11% | 0.81% | 1.51% | Q2 2013 | Q3 2013 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Sitrin Capital Management LLC | 2 | 2 | 3.31% | 3.40% | 3.49% | Q1 2020 | Q2 2020 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Key Square Capital Management LLC | 2 | 2 | 6.55% | 7.34% | 8.12% | Q2 2017 | Q3 2017 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q4 2017 | Q1 2018 | 2 |
Ballast, Inc. | 1 | 1 | 0.14% | 0.16% | 0.16% | Q1 2018 | Q3 2018 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2019 | 2 |
SWS Partners | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Titus Wealth Management | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Birch Grove Capital LP | 1 | 1 | 0.01% | 0.10% | 0.18% | Q1 2016 | Q4 2016 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.73% | 0.74% | 0.74% | Q2 2023 | Q3 2023 | 2 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2014 | Q2 2014 | 2 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2022 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.01% | 0.57% | 1.13% | Q4 2022 | Q1 2023 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.39% | 0.43% | 0.46% | Q4 2018 | Q1 2019 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Svenska Handelsbanken AB (publ) | 2 | 2 | 0.63% | 0.64% | 0.65% | Q1 2019 | Q2 2019 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 2 |
Private Vista, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q1 2020 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
One68 Global Capital, LLC | 2 | 2 | 0.82% | 1.25% | 1.68% | Q3 2020 | Q4 2020 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2016 | Q3 2016 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.19% | 1.21% | 1.22% | Q4 2018 | Q1 2019 | 2 |
Avoro Capital Advisors LLC | 2 | 2 | 2.01% | 3.82% | 5.62% | Q1 2016 | Q2 2016 | 2 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q2 2023 | 2 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 2 |
Sargent Investment Group, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.30% | 0.51% | 0.72% | Q4 2022 | Q1 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.13% | 0.26% | Q1 2019 | Q2 2019 | 2 |
APG Investment Services NV | 2 | 2 | 3.72% | 3.87% | 4.01% | Q2 2013 | Q3 2013 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.20% | 0.27% | Q3 2019 | Q4 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Aurora Investment Counsel | 2 | 2 | 0.58% | 0.59% | 0.61% | Q4 2017 | Q1 2018 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sonic Fund II, L.P. | 1 | 1 | 0.46% | 3.54% | 6.61% | Q2 2021 | Q2 2021 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.22% | 0.42% | Q3 2015 | Q3 2018 | 2 |
Yarra Square Partners LP | 1 | 1 | 0.50% | 3.82% | 7.15% | Q2 2021 | Q2 2021 | 2 |
Independence Trust CO | 1 | 1 | 0.14% | 0.14% | 0.15% | Q3 2014 | Q2 2015 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 2 |
Iron Triangle Partners LP | 2 | 2 | 5.03% | 5.39% | 5.75% | Q4 2022 | Q1 2023 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Sabal Trust CO | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.45% | 0.95% | 1.45% | Q4 2013 | Q1 2015 | 2 |
Pavion Blue Capital, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.93% | 1.06% | 1.20% | Q4 2015 | Q1 2016 | 2 |
Select Asset Management & Trust | 2 | 2 | 1.02% | 1.65% | 2.28% | Q1 2015 | Q2 2015 | 2 |
Amici Capital, LLC | 1 | 1 | 0.02% | 0.52% | 1.03% | Q4 2014 | Q3 2016 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2020 | Q3 2020 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2020 | Q3 2020 | 2 |
Atika Capital Management LLC | 1 | 1 | 0.36% | 1.92% | 3.48% | Q4 2013 | Q1 2020 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2014 | 2 |
Bank of Marin | 2 | 2 | 0.31% | 0.36% | 0.40% | Q2 2020 | Q3 2020 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2014 | Q3 2014 | 2 |
QP WEALTH MANAGEMENT, LLC | 2 | 2 | 1.40% | 1.50% | 1.59% | Q1 2020 | Q2 2020 | 2 |
RA Capital Management | 1 | 1 | 1.29% | 6.74% | 12.20% | Q1 2014 | Q1 2020 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.25% | 0.42% | 0.59% | Q3 2015 | Q4 2015 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.14% | 0.28% | 0.41% | Q4 2021 | Q3 2023 | 2 |
Portolan Capital Management | 2 | 2 | 0.34% | 1.29% | 2.25% | Q1 2020 | Q2 2020 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.32% | 0.47% | Q4 2013 | Q1 2014 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.96% | 1.03% | 1.10% | Q3 2019 | Q1 2020 | 2 |
TT International Asset Management LTD | 2 | 2 | 0.21% | 0.39% | 0.56% | Q1 2020 | Q2 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Stevard, LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q2 2020 | Q3 2020 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.32% | 0.56% | 0.79% | Q4 2017 | Q4 2017 | 2 |
Green Owl Capital Management, LLC | 1 | 1 | 0.04% | 0.76% | 1.48% | Q1 2015 | Q1 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Private Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Amida Capital Management II, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.13% | 0.32% | 0.52% | Q4 2020 | Q1 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.36% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Kiltearn Partners LLP | 2 | 2 | 1.49% | 1.84% | 2.18% | Q4 2019 | Q1 2020 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.16% | 0.27% | 0.37% | Q1 2016 | Q2 2016 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.49% | 0.52% | 0.54% | Q3 2013 | Q4 2013 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 2 |
Addison Capital Co | 1 | 1 | 0.03% | 0.11% | 0.18% | Q2 2015 | Q3 2021 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 2 | 2 | 0.24% | 0.34% | 0.44% | Q4 2013 | Q1 2014 | 2 |
Blue Clay Capital Management, LLC | 2 | 2 | 0.42% | 0.43% | 0.43% | Q4 2015 | Q1 2016 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2021 | Q4 2022 | 2 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.63% | 0.66% | 0.68% | Q4 2020 | Q1 2021 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Pure Financial Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Seminole Management Co., Inc. | 1 | 1 | 0.50% | 0.67% | 0.84% | Q2 2015 | Q2 2017 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q3 2015 | 2 |
Absoluto Partners Gestao de Recursos Ltda | 1 | 1 | 0.32% | 2.49% | 4.66% | Q2 2021 | Q2 2021 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
WCG Wealth Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2022 | 2 |
EMFO, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 1.37% | 1.55% | 1.72% | Q1 2021 | Q2 2021 | 2 |
Gordian Capital Singapore Pte Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.85% | 0.87% | 0.89% | Q1 2014 | Q2 2014 | 2 |
Truepoint, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2023 | Q4 2023 | 2 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.66% | 0.80% | 0.94% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ORACLE INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.26% | 0.50% | Q1 2014 | Q2 2014 | 2 |
WMS Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Voleon Capital Management LP | 1 | 1 | 0.47% | 1.28% | 2.09% | Q4 2018 | Q4 2020 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
DIXON FNANCIAL SERVICES, INC. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
CTC Capital Management, LLC | 2 | 2 | 0.20% | 1.36% | 2.53% | Q3 2022 | Q4 2022 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Greystone Managed Investments Inc. | 2 | 2 | 0.49% | 0.54% | 0.58% | Q2 2014 | Q3 2014 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q3 2017 | Q4 2017 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cladis Investment Advisory, LLC | 2 | 2 | 0.20% | 0.26% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Capital Group Investment Management Pte. Ltd. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.51% | 0.52% | 0.53% | Q4 2022 | Q1 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.26% | 0.29% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.09% | 0.19% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.13% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.73% | 0.76% | 0.78% | Q4 2022 | Q1 2023 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.06% | 0.47% | 0.88% | Q1 2023 | Q2 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.38% | 0.45% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.17% | 1.18% | 1.18% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.89% | 0.90% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2022 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archon Partners LLC | 1 | 1 | 1.50% | 1.60% | 1.70% | Q1 2014 | Q2 2020 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q1 2023 | 2 |
Stonehearth Capital Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2023 | Q4 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q1 2015 | 2 |
APIS CAPITAL ADVISORS, LLC | 2 | 2 | 3.71% | 3.89% | 4.08% | Q2 2015 | Q3 2015 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2018 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.18% | 0.30% | Q2 2013 | Q1 2018 | 2 |
PARK CIRCLE Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.78% | 1.34% | 1.90% | Q2 2022 | Q4 2022 | 2 |
INSTITUTIONAL CAPITAL LLC | 2 | 2 | 0.35% | 0.36% | 0.38% | Q3 2016 | Q4 2016 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.42% | 0.63% | 0.83% | Q1 2020 | Q2 2020 | 2 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 2 | 2 | 0.68% | 0.76% | 0.83% | Q4 2020 | Q1 2021 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2016 | Q4 2016 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.64% | 0.85% | 1.06% | Q3 2016 | Q4 2016 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q3 2017 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GRAHAM & DODD FUND, LLC | 2 | 2 | 1.65% | 1.87% | 2.10% | Q3 2013 | Q4 2013 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Adamant Biomedical Investments AG | 2 | 2 | 4.06% | 4.64% | 5.22% | Q3 2014 | Q4 2014 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.62% | 2.13% | 3.65% | Q3 2016 | Q1 2020 | 2 |
Manatuck Hill Partners, LLC | 2 | 2 | 1.13% | 1.39% | 1.65% | Q2 2013 | Q3 2013 | 2 |
Man Investments Ltd | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.40% | 0.42% | 0.44% | Q4 2014 | Q4 2014 | 2 |
Red Granite Advisors LLC | 2 | 2 | 3.10% | 3.25% | 3.39% | Q2 2013 | Q3 2013 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2020 | Q2 2020 | 2 |
HARRIS ASSOCIATES L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Longer Investments Inc. | 1 | 1 | 1.42% | 1.88% | 2.33% | Q1 2015 | Q3 2016 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2013 | Q3 2014 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q4 2022 | 2 |
CHESAPEAKE ASSET MANAGEMENT LLC | 2 | 2 | 1.92% | 1.99% | 2.07% | Q2 2014 | Q3 2014 | 2 |
BBVA USA | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
HOWARD CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2013 | Q2 2013 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.05% | 0.11% | 0.17% | Q1 2023 | Q2 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 3.76% | 4.22% | 4.68% | Q2 2014 | Q3 2014 | 2 |
Quantum Capital Management, LLC / NJ | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2017 | Q2 2017 | 2 |
Hall Kathryn A. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 2 |
Kylin Management | 1 | 1 | 0.45% | 3.47% | 6.49% | Q2 2021 | Q2 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Omega Advisors Inc. | 1 | 1 | 0.96% | 1.11% | 1.26% | Q4 2014 | Q1 2016 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.55% | 0.58% | 0.60% | Q1 2016 | Q2 2017 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2015 | Q2 2015 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.34% | 0.35% | 0.37% | Q2 2017 | Q3 2017 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 2.34% | 2.55% | 2.77% | Q4 2018 | Q1 2019 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 2 |
Welch Investments, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Jafra Capital Management LP | 1 | 1 | 0.48% | 0.93% | 1.38% | Q2 2017 | Q1 2018 | 2 |
BROADVIEW ADVISORS LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2015 | Q3 2015 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Circle Road Advisors LP | 2 | 2 | 2.62% | 3.48% | 4.34% | Q1 2018 | Q2 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2016 | Q3 2016 | 2 |
Family Legacy, Inc. | 2 | 2 | 0.24% | 0.31% | 0.38% | Q1 2017 | Q2 2017 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.62% | 0.70% | 0.77% | Q1 2019 | Q2 2019 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.19% | 0.24% | 0.29% | Q4 2019 | Q1 2020 | 2 |
Everett Capital Advisors UK LLP | 2 | 2 | 0.50% | 1.28% | 2.06% | Q1 2017 | Q2 2017 | 2 |
Fore Capital, LLC | 1 | 1 | 0.07% | 0.14% | 0.21% | Q4 2020 | Q2 2021 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.31% | 0.40% | 0.49% | Q4 2019 | Q2 2020 | 2 |
Scepter Holdings, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
City Financial Investment Co Ltd | 2 | 2 | 0.60% | 1.09% | 1.59% | Q4 2016 | Q1 2017 | 2 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SS&H Financial Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Corton Capital Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
NEXTHERA CAPITAL LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2019 | Q2 2019 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Insight Inv LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KENFARB & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Cipher Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Barton Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SNOW CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 5.96% | 5.96% | 5.96% | Q2 2019 | Q2 2019 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Impax Asset Management LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2016 | Q1 2016 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
ZBI Equities, L.L.C. | 1 | 1 | 9.54% | 9.54% | 9.54% | Q4 2013 | Q4 2013 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
V2 Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2015 | Q1 2015 | 1 |
Legacy CG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Round Table Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2013 | Q3 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2016 | Q4 2016 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gemsstock Ltd. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2020 | Q1 2020 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Breithorn Capital Management | 1 | 1 | 3.31% | 3.31% | 3.31% | Q2 2017 | Q2 2017 | 1 |
DAFNA Capital Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2015 | Q3 2015 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2014 | Q2 2014 | 1 |
Howard Capital Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Westchester Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q1 2020 | Q1 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Archipel Asset Management AB | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2014 | Q3 2014 | 1 |
First Bancorp, Inc /ME/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
PARTHENON LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Murphy Pohlad Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
TigerShark Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2014 | Q3 2014 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
March Altus Capital Management LP | 1 | 1 | 9.92% | 9.92% | 9.92% | Q3 2015 | Q3 2015 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
300 NORTH CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2013 | Q3 2013 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Heron Bay Capital Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2015 | Q4 2015 | 1 |
CM Management, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2020 | Q4 2020 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Greenwoods Asset Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2017 | Q2 2017 | 1 |
Astrantus Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
LifePro Asset Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
CASTLEROCK ASSET MANAGEMENT INC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q1 2014 | Q1 2014 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
F/M Investments LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CYPRESS FUNDS LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2017 | Q1 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2014 | Q1 2014 | 1 |
KLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
TRAXIS PARTNERS LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2013 | Q2 2013 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Prudent Man Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2021 | Q4 2021 | 1 |
G&S Capital LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2020 | Q1 2020 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2016 | Q4 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2017 | Q4 2017 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Brightworth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Genus Capital Management Inc. | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2023 | Q2 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2016 | Q4 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 4.12% | 4.12% | 4.12% | Q3 2018 | Q3 2018 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2020 | Q1 2020 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2016 | Q2 2016 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2020 | Q1 2020 | 1 |
swisspartners Advisors Ltd | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2019 | Q4 2019 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TAM Capital Management Inc. | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2016 | Q4 2016 | 1 |
MANA Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
IRON Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Aristides Capital LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
Monaco Asset Management SAM | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2022 | Q3 2022 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2014 | Q4 2014 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q3 2016 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Signition LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
&PARTNERS | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Sabal Capital Management, LLC | 1 | 1 | 7.85% | 7.85% | 7.85% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q4 2013 | Q4 2013 | 1 |
Adams Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2020 | Q1 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PARA ADVISORS LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2014 | Q4 2014 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Amia Capital LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Key Colony Management, LLC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q3 2014 | Q3 2014 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2014 | Q4 2014 | 1 |
Friedenthal Financial | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2014 | Q1 2014 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q4 2017 | Q4 2017 | 1 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2014 | Q1 2014 | 1 |
Lumbard & Kellner, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Gruss Capital Management LP | 1 | 1 | 4.04% | 4.04% | 4.04% | Q4 2014 | Q4 2014 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Avidity Partners Management LP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2020 | Q1 2020 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2016 | Q1 2016 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Quality Growth Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 |
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD | 1 | 1 | 2.73% | 2.73% | 2.73% | Q1 2015 | Q1 2015 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Broadfin Capital, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2017 | Q2 2017 | 1 |
Madison Street Partners, LLC | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2014 | Q4 2014 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2013 | Q3 2013 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
NAN FUNG TRINITY (HK) Ltd | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2019 | Q4 2019 | 1 |
Orca Investment Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2016 | Q2 2016 | 1 |
OUTFITTER ADVISORS, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 5.37% | 5.37% | 5.37% | Q4 2014 | Q4 2014 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Sandia Holdings, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2016 | Q4 2016 | 1 |
Integral Health Asset Management, LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2022 | Q4 2022 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2020 | Q1 2020 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
KDI CAPITAL PARTNERS LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2016 | Q4 2016 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UNITED BANK, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 5.67% | 5.67% | 5.67% | Q1 2021 | Q1 2021 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
New World Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2013 | Q3 2013 | 1 |
Champlain Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PERISCOPE CAPITAL INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Concentrum Wealth Management | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 2.88% | 2.88% | 2.88% | Q1 2020 | Q1 2020 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2020 | Q4 2020 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
CULBERTSON A N & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2017 | Q1 2017 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2016 | Q4 2016 | 1 |
H&H International Investment, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Virginia National Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2020 | Q3 2020 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Gainplan LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2022 | Q2 2022 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2016 | Q2 2016 | 1 |
Sante Capital Fund, LP | 1 | 1 | 4.05% | 4.05% | 4.05% | Q1 2022 | Q1 2022 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2019 | Q4 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 16.70% | 16.70% | 16.70% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Zions Trust, National Association | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BANTA ASSET MANAGEMENT LP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2015 | Q3 2015 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Friedberg Investment Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2014 | Q1 2014 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Old Port Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Wright Private Asset Management | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2013 | Q2 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Cercano Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Finer Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2015 | Q3 2015 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2022 | Q4 2022 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 30.11% | 30.11% | 30.11% | Q1 2020 | Q1 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2017 | Q2 2017 | 1 |
Bill Few Associates, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
apricus wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Doman Group, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2015 | Q4 2015 | 1 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Kissinger Financial Services LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2017 | Q2 2017 | 1 |
Future Fund LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own GILEAD SCIENCES INC or have owned GILEAD SCIENCES INC in the past.