Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 118 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 100 |
Walleye Trading LLC | 36 | 1 | 0.00% | 0.02% | 0.24% | Q4 2013 | Q3 2023 | 91 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 90 |
Cutler Group LLC / CA | 22 | 9 | 0.00% | 0.02% | 0.27% | Q4 2015 | Q3 2023 | 84 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 79 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 73 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 73 |
MILLENNIUM MANAGEMENT LLC | 19 | 3 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 64 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.14% | Q1 2012 | Q3 2023 | 60 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 58 |
JANE STREET GROUP, LLC | 22 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 53 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 53 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 52 |
HSBC HOLDINGS PLC | 36 | 7 | 0.00% | 0.03% | 0.13% | Q1 2012 | Q3 2023 | 51 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 51 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.05% | 0.23% | Q3 2016 | Q2 2023 | 50 |
Paloma Partners Management Co | 16 | 1 | 0.00% | 0.07% | 0.48% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.05% | 0.13% | Q3 2011 | Q3 2023 | 49 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 49 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 48 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 47 |
CAPSTONE INVESTMENT ADVISORS, LLC | 17 | 1 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 47 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.07% | 0.43% | Q2 2014 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 47 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 45 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.04% | 0.34% | Q3 2013 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 45 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.08% | 0.54% | Q4 2012 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.07% | 0.15% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.04% | 0.08% | Q4 2012 | Q2 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.04% | 0.19% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.06% | 0.11% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 43 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.03% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.18% | 0.61% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.30% | 0.78% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.21% | 0.60% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.07% | 0.53% | 1.47% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.07% | 0.35% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.05% | 0.32% | 1.08% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.97% | 1.50% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.13% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.07% | 0.34% | 0.49% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.06% | 0.14% | Q2 2012 | Q4 2022 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.09% | 0.59% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NOVARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 1.22% | 2.02% | Q2 2013 | Q3 2023 | 42 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 42 | 42 | 0.06% | 0.99% | 2.18% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 42 | 42 | 0.11% | 0.62% | 1.29% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 32 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
GHP Investment Advisors, Inc. | 41 | 41 | 0.08% | 0.48% | 1.18% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.05% | 0.20% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 24 | 17 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
SHELTON CAPITAL MANAGEMENT | 38 | 3 | 0.01% | 0.09% | 0.54% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.06% | 0.20% | Q3 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORDEA INVESTMENT MANAGEMENT AB | 32 | 9 | 0.00% | 0.18% | 0.58% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 41 | 41 | 0.01% | 0.11% | 0.37% | Q3 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 32 | 9 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
D. E. Shaw & Co., Inc. | 19 | 1 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q2 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 35 | 5 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.25% | 0.94% | 1.97% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.07% | 0.13% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.05% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Robeco Institutional Asset Management B.V. | 40 | 40 | 0.01% | 0.09% | 0.21% | Q4 2013 | Q3 2023 | 40 |
BROWN ADVISORY INC | 40 | 40 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 27 | 13 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 40 |
DekaBank Deutsche Girozentrale | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Allianz Asset Management GmbH | 38 | 1 | 0.00% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 39 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q3 2022 | 38 |
BNP Paribas Asset Management Holding S.A. | 38 | 38 | 0.00% | 0.05% | 0.24% | Q2 2014 | Q3 2023 | 38 |
Daiwa Securities Group Inc. | 34 | 3 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 38 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q2 2022 | 38 |
First Horizon Advisors, Inc. | 22 | 1 | 0.00% | 0.03% | 0.27% | Q2 2012 | Q3 2023 | 38 |
HighTower Advisors, LLC | 36 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 15 | 5 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 6 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 13 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 36 |
Asset Management One Co., Ltd. | 36 | 36 | 0.01% | 0.07% | 0.15% | Q4 2014 | Q3 2023 | 36 |
WESTPAC BANKING CORP | 36 | 36 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Echo Street Capital Management LLC | 36 | 36 | 0.08% | 0.97% | 2.77% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Diligent Investors, LLC | 36 | 36 | 0.37% | 1.24% | 2.13% | Q4 2014 | Q3 2023 | 36 |
Artisan Partners Limited Partnership | 35 | 35 | 0.05% | 0.89% | 1.34% | Q1 2015 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q1 2022 | 36 |
Rafferty Asset Management, LLC | 35 | 1 | 0.02% | 0.07% | 0.25% | Q2 2014 | Q3 2023 | 36 |
GATEWAY INVESTMENT ADVISERS LLC | 30 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
LOGAN CAPITAL MANAGEMENT INC | 35 | 1 | 0.10% | 1.27% | 2.06% | Q2 2013 | Q3 2023 | 36 |
JUPITER ASSET MANAGEMENT LTD | 31 | 5 | 0.03% | 0.55% | 1.98% | Q1 2014 | Q1 2023 | 36 |
FULTON BANK, N.A. | 36 | 36 | 0.02% | 0.05% | 0.13% | Q1 2015 | Q4 2023 | 36 |
OPPENHEIMER & CO INC | 26 | 10 | 0.01% | 0.06% | 0.14% | Q2 2014 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 23 | 12 | 0.00% | 7.30% | 22.78% | Q2 2014 | Q3 2023 | 35 |
CENTRAL TRUST Co | 30 | 5 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 35 |
HOWE & RUSLING INC | 28 | 7 | 0.00% | 0.02% | 0.20% | Q3 2013 | Q3 2022 | 35 |
MACQUARIE GROUP LTD | 28 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 18 | 8 | 0.28% | 0.44% | 0.60% | Q2 2013 | Q3 2023 | 35 |
SENTRY INVESTMENT MANAGEMENT LLC | 21 | 2 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 35 |
IBM Retirement Fund | 20 | 15 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q1 2022 | 35 |
STRS OHIO | 32 | 3 | 0.00% | 0.12% | 0.54% | Q2 2013 | Q3 2023 | 35 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35 | 35 | 0.02% | 0.07% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Smithfield Trust Co | 24 | 11 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 35 |
FULLER & THALER ASSET MANAGEMENT, INC. | 27 | 8 | 0.00% | 0.73% | 2.05% | Q2 2013 | Q3 2023 | 35 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 2 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 35 |
CRAWFORD INVESTMENT COUNSEL INC | 26 | 9 | 0.01% | 0.70% | 1.79% | Q2 2013 | Q3 2023 | 35 |
NICHOLAS COMPANY, INC. | 35 | 35 | 0.14% | 0.66% | 1.74% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.14% | 0.87% | Q1 2015 | Q3 2023 | 35 |
CIBC Asset Management Inc | 34 | 34 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.10% | 0.42% | Q3 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.15% | 0.46% | Q2 2015 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2021 | 34 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 1 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 29 | 5 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 34 |
Point72 Hong Kong Ltd | 12 | 1 | 0.00% | 0.17% | 1.91% | Q4 2014 | Q3 2022 | 34 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 34 | 34 | 0.13% | 0.47% | 0.87% | Q2 2013 | Q3 2021 | 34 |
COMMERCE BANK | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Squarepoint Ops LLC | 11 | 6 | 0.00% | 0.05% | 0.31% | Q4 2015 | Q3 2023 | 33 |
OLD NATIONAL BANCORP /IN/ | 24 | 9 | 0.02% | 0.27% | 0.50% | Q2 2013 | Q3 2023 | 33 |
FIL Ltd | 22 | 11 | 0.01% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 33 |
BESSEMER GROUP INC | 25 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
CIBC Private Wealth Group, LLC | 32 | 1 | 0.00% | 0.10% | 0.22% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
JLB & ASSOCIATES INC | 20 | 13 | 0.04% | 1.69% | 2.93% | Q4 2013 | Q1 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
LPL Financial LLC | 26 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
WESTWOOD HOLDINGS GROUP INC | 30 | 3 | 0.00% | 0.08% | 0.67% | Q2 2013 | Q3 2022 | 33 |
HARTFORD INVESTMENT MANAGEMENT CO | 32 | 32 | 0.01% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Neuberger Berman Group LLC | 31 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 32 |
Mitsubishi UFJ Asset Management Co., Ltd. | 32 | 32 | 0.03% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 32 |
Sumitomo Mitsui Trust Holdings, Inc. | 32 | 32 | 0.04% | 0.09% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 32 |
State of New Jersey Common Pension Fund D | 32 | 32 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.09% | 0.19% | 0.36% | Q4 2015 | Q3 2023 | 32 |
PICTET ASSET MANAGEMENT LTD | 30 | 2 | 0.00% | 0.29% | 0.75% | Q2 2013 | Q2 2021 | 32 |
Livforsakringsbolaget Skandia, Omsesidigt | 32 | 32 | 0.00% | 0.06% | 0.28% | Q4 2015 | Q3 2023 | 32 |
Annex Advisory Services, LLC | 32 | 32 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
ClariVest Asset Management LLC | 32 | 32 | 0.24% | 0.41% | 0.66% | Q4 2015 | Q3 2023 | 32 |
Gulf International Bank (UK) Ltd | 32 | 32 | 0.02% | 0.10% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Alkeon Capital Management | 32 | 32 | 0.08% | 0.70% | 1.50% | Q4 2015 | Q3 2023 | 32 |
Korea Investment CORP | 32 | 32 | 0.02% | 0.16% | 0.35% | Q4 2015 | Q3 2023 | 32 |
JANUS HENDERSON GROUP PLC | 32 | 32 | 0.01% | 0.22% | 0.50% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q1 2021 | 32 |
FineMark National Bank & Trust | 17 | 15 | 0.01% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 32 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 32 | 32 | 0.02% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.50% | 1.26% | 1.82% | Q4 2015 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.08% | 0.14% | 0.25% | Q2 2013 | Q1 2021 | 32 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
NOMURA ASSET MANAGEMENT CO LTD | 32 | 32 | 0.02% | 0.38% | 0.99% | Q4 2015 | Q3 2023 | 32 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 32 | 32 | 0.05% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Mitsubishi UFJ Trust & Banking Corp | 32 | 32 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q4 2020 | 31 |
Anchor Investment Management, LLC | 31 | 31 | 0.04% | 0.08% | 0.15% | Q2 2016 | Q4 2023 | 31 |
National Pension Service | 31 | 31 | 0.00% | 0.11% | 0.22% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 3 | 0.01% | 0.12% | 0.21% | Q1 2015 | Q1 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
BARINGS LLC | 18 | 13 | 0.01% | 0.02% | 0.14% | Q1 2014 | Q1 2022 | 31 |
TimesSquare Capital Management, LLC | 31 | 31 | 0.73% | 1.41% | 2.30% | Q2 2013 | Q4 2020 | 31 |
BOKF, NA | 22 | 9 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 31 |
APG Asset Management N.V. | 31 | 31 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 31 |
CREDIT AGRICOLE S A | 18 | 2 | 0.00% | 0.03% | 0.34% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2020 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 31 | 31 | 0.00% | 0.03% | 0.16% | Q4 2015 | Q2 2023 | 31 |
ClearBridge Investments | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30 | 30 | 0.05% | 0.09% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Gratus Capital, LLC | 30 | 30 | 0.10% | 0.50% | 1.06% | Q2 2016 | Q3 2023 | 30 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2020 | 30 |
BANK OF NOVA SCOTIA | 30 | 30 | 0.00% | 0.03% | 0.26% | Q2 2016 | Q3 2023 | 30 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 29 | 1 | 0.00% | 0.02% | 0.13% | Q1 2016 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.14% | 0.93% | Q2 2013 | Q3 2023 | 30 |
Chevy Chase Trust Holdings, LLC | 30 | 30 | 0.05% | 0.09% | 0.17% | Q2 2016 | Q3 2023 | 30 |
EXENCIAL WEALTH ADVISORS, LLC | 30 | 30 | 0.06% | 0.33% | 0.61% | Q2 2016 | Q3 2023 | 30 |
Norinchukin Bank, The | 30 | 30 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Kentucky Retirement Systems Insurance Trust Fund | 30 | 30 | 0.06% | 0.11% | 0.21% | Q2 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 27 | 3 | 0.00% | 0.09% | 0.40% | Q3 2015 | Q3 2023 | 30 |
Kentucky Retirement Systems | 30 | 30 | 0.06% | 0.11% | 0.20% | Q2 2016 | Q3 2023 | 30 |
Ranger Investment Management | 20 | 10 | 0.00% | 0.02% | 0.15% | Q1 2016 | Q3 2023 | 30 |
JENNISON ASSOCIATES LLC | 30 | 30 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q3 2020 | 30 |
Candriam S.C.A. | 30 | 30 | 0.01% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 30 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 29 |
RAYMOND JAMES TRUST N.A. | 19 | 10 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 29 |
MCF Advisors LLC | 22 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Verition Fund Management LLC | 14 | 1 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 29 |
DnB Asset Management AS | 29 | 29 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2023 | 29 |
AVIVA PLC | 29 | 29 | 0.03% | 0.07% | 0.16% | Q3 2016 | Q3 2023 | 29 |
STEPHENS INC /AR/ | 26 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 28 |
EAGLE ASSET MANAGEMENT INC | 25 | 3 | 0.00% | 0.40% | 0.93% | Q2 2016 | Q3 2023 | 28 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.04% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CONDOR CAPITAL MANAGEMENT | 28 | 28 | 0.13% | 0.31% | 0.47% | Q4 2016 | Q3 2023 | 28 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 28 | 28 | 5.49% | 8.96% | 18.97% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Tredje AP-fonden | 24 | 4 | 0.01% | 0.13% | 0.30% | Q1 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Point72 Asset Management, L.P. | 21 | 1 | 0.00% | 0.25% | 1.87% | Q2 2014 | Q3 2023 | 28 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 15 | 1 | 0.02% | 0.09% | 0.27% | Q1 2013 | Q3 2023 | 28 |
Private Advisor Group, LLC | 19 | 3 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 28 |
Sandhill Capital Partners LLC | 27 | 1 | 0.02% | 4.05% | 5.98% | Q3 2016 | Q3 2023 | 28 |
Andra AP-fonden | 11 | 5 | 0.01% | 0.10% | 0.43% | Q1 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 22 | 6 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2022 | 28 |
Sterling Capital Management LLC | 27 | 27 | 0.01% | 0.39% | 1.34% | Q1 2013 | Q3 2019 | 27 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 4 | 0.00% | 0.04% | 0.41% | Q1 2014 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q2 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.06% | 0.11% | 0.20% | Q1 2017 | Q3 2023 | 27 |
FIRST CITIZENS BANK & TRUST CO | 13 | 2 | 0.01% | 0.13% | 1.00% | Q2 2013 | Q3 2022 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q2 2023 | 27 |
Bison Wealth, LLC | 26 | 26 | 0.03% | 0.42% | 0.98% | Q2 2017 | Q3 2023 | 27 |
S&CO INC | 27 | 27 | 0.05% | 0.19% | 0.48% | Q1 2017 | Q3 2023 | 27 |
RIVER GLOBAL INVESTORS LLP | 17 | 3 | 0.01% | 0.41% | 1.31% | Q4 2014 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.07% | 0.20% | Q3 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
FRANKLIN RESOURCES INC | 20 | 6 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 26 |
CONGRESS ASSET MANAGEMENT CO /MA | 26 | 26 | 0.05% | 0.19% | 0.85% | Q2 2017 | Q3 2023 | 26 |
Dai-ichi Life Insurance Company, Ltd | 24 | 2 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 26 |
Stellar Capital Management, LLC | 15 | 11 | 1.26% | 2.22% | 2.71% | Q4 2013 | Q2 2020 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 26 |
PUTNAM INVESTMENTS LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 26 |
Engineers Gate Manager LP | 11 | 1 | 0.01% | 0.18% | 0.54% | Q4 2014 | Q3 2023 | 26 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 12 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q1 2023 | 26 |
Meiji Yasuda Asset Management Co Ltd. | 24 | 1 | 0.01% | 0.06% | 0.16% | Q2 2016 | Q3 2023 | 26 |
Capital International Investors | 26 | 26 | 0.02% | 0.18% | 0.37% | Q2 2017 | Q3 2023 | 26 |
ICON ADVISERS INC/CO | 18 | 2 | 0.07% | 1.36% | 2.98% | Q2 2013 | Q3 2023 | 25 |
ADVISOR PARTNERS LLC | 25 | 25 | 0.06% | 0.13% | 0.27% | Q2 2016 | Q2 2022 | 25 |
MML INVESTORS SERVICES, LLC | 21 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
MARSHALL WACE, LLP | 10 | 1 | 0.01% | 0.07% | 0.39% | Q3 2014 | Q3 2023 | 25 |
Boston Partners | 10 | 6 | 0.05% | 0.37% | 0.84% | Q3 2013 | Q3 2023 | 25 |
GREAT LAKES ADVISORS, LLC | 18 | 1 | 0.00% | 0.07% | 0.16% | Q3 2014 | Q1 2023 | 25 |
LORD, ABBETT & CO. LLC | 20 | 5 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 25 |
Covington Capital Management | 23 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 25 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 25 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 6 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 0.91% | 2.94% | Q1 2016 | Q1 2023 | 25 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 25 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q4 2022 | 25 |
NATIXIS | 16 | 3 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q3 2023 | 25 |
Capital International, Inc./CA/ | 25 | 25 | 0.01% | 0.46% | 1.20% | Q2 2017 | Q2 2023 | 25 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 18 | 3 | 0.18% | 1.04% | 2.73% | Q4 2013 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Penserra Capital Management LLC | 18 | 2 | 0.00% | 0.04% | 0.23% | Q4 2015 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
CIBC WORLD MARKET INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 25 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 4 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 15 | 1 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.01% | 0.10% | 0.18% | Q1 2018 | Q4 2023 | 24 |
Kendall Capital Management | 24 | 24 | 0.11% | 0.57% | 1.29% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q1 2019 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.01% | 0.23% | 0.49% | Q4 2017 | Q3 2023 | 24 |
MARTINGALE ASSET MANAGEMENT L P | 15 | 9 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2021 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 13 | 1 | 0.02% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
AMP Capital Investors Ltd | 24 | 24 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q3 2021 | 24 |
Cipher Capital LP | 6 | 1 | 0.03% | 0.22% | 0.73% | Q3 2013 | Q3 2023 | 24 |
ALPS ADVISORS INC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 24 |
Glenview Capital Management | 12 | 1 | 0.03% | 2.64% | 6.53% | Q3 2013 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 23 |
ING GROEP NV | 16 | 1 | 0.00% | 0.10% | 0.50% | Q2 2016 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 23 |
DUBUQUE BANK & TRUST CO | 16 | 7 | 0.01% | 0.05% | 0.08% | Q2 2014 | Q3 2021 | 23 |
PEAK6 Group LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2018 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 23 |
Archford Capital Strategies, LLC | 13 | 4 | 0.00% | 0.03% | 0.18% | Q1 2014 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.04% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 16 | 3 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q4 2022 | 23 |
Redwood Investments, LLC | 14 | 9 | 0.11% | 0.78% | 2.11% | Q2 2015 | Q2 2021 | 23 |
Rathbones Group PLC | 23 | 23 | 0.00% | 0.93% | 1.59% | Q1 2017 | Q3 2022 | 23 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.16% | 0.83% | Q1 2016 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 18 | 1 | 0.00% | 0.24% | 0.75% | Q3 2017 | Q3 2023 | 23 |
AXIOM INVESTORS LLC /DE | 23 | 23 | 0.58% | 1.50% | 2.26% | Q4 2015 | Q2 2021 | 23 |
West Oak Capital, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.02% | 0.19% | 1.14% | Q2 2017 | Q4 2022 | 23 |
Conservest Capital Advisors, Inc. | 22 | 1 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 23 |
Roble, Belko & Company, Inc | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
LAZARD ASSET MANAGEMENT LLC | 18 | 5 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 23 |
IMA Wealth, Inc. | 23 | 23 | 0.02% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 23 |
QS Investors, LLC | 21 | 2 | 0.00% | 0.02% | 0.19% | Q3 2015 | Q2 2021 | 23 |
CONNABLE OFFICE INC | 19 | 4 | 0.09% | 0.24% | 0.60% | Q2 2013 | Q2 2021 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.17% | 0.58% | 2.27% | Q1 2018 | Q3 2023 | 23 |
Three Peaks Capital Management, LLC | 23 | 23 | 0.88% | 1.46% | 1.87% | Q1 2016 | Q3 2021 | 23 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 23 |
JFS WEALTH ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 15 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 22 |
EULAV Asset Management | 11 | 11 | 0.15% | 0.20% | 0.28% | Q4 2013 | Q1 2022 | 22 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.20% | 0.79% | Q1 2012 | Q2 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2018 | 22 |
IFG Advisory, LLC | 20 | 1 | 0.02% | 0.11% | 0.28% | Q4 2017 | Q3 2023 | 22 |
First American Bank | 9 | 4 | 0.04% | 0.45% | 0.72% | Q1 2016 | Q4 2021 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 22 | 22 | 0.01% | 0.20% | 1.11% | Q2 2013 | Q3 2018 | 22 |
OAKBROOK INVESTMENTS LLC | 10 | 1 | 0.01% | 0.10% | 0.70% | Q3 2013 | Q1 2020 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q1 2021 | 22 |
BB&T SECURITIES, LLC | 22 | 22 | 0.01% | 0.02% | 0.11% | Q2 2014 | Q3 2019 | 22 |
CONNING INC. | 21 | 1 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q1 2022 | 22 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.03% | 0.24% | Q1 2015 | Q3 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.03% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 6 | 0.00% | 0.05% | 0.25% | Q1 2018 | Q3 2023 | 22 |
Janney Capital Management LLC | 18 | 1 | 0.01% | 0.17% | 0.68% | Q3 2013 | Q2 2021 | 22 |
GIRARD PARTNERS LTD. | 21 | 21 | 0.03% | 0.29% | 0.80% | Q1 2018 | Q1 2023 | 21 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 21 |
SAMLYN CAPITAL, LLC | 7 | 1 | 0.28% | 1.69% | 3.33% | Q3 2013 | Q3 2022 | 21 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 21 | 21 | 0.13% | 0.38% | 0.58% | Q3 2017 | Q3 2022 | 21 |
Spectrum Management Group, LLC | 21 | 21 | 0.00% | 0.52% | 0.84% | Q4 2013 | Q4 2018 | 21 |
INSIGHT 2811, INC. | 21 | 21 | 0.20% | 0.37% | 0.62% | Q3 2013 | Q3 2018 | 21 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q1 2020 | 21 |
Quantbot Technologies LP | 4 | 1 | 0.02% | 0.22% | 1.00% | Q4 2013 | Q2 2023 | 21 |
STEADFAST CAPITAL MANAGEMENT LP | 18 | 18 | 0.56% | 2.17% | 5.97% | Q2 2019 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 3 | 0.01% | 0.48% | 0.98% | Q4 2013 | Q1 2020 | 21 |
ZEKE CAPITAL ADVISORS, LLC | 20 | 1 | 0.02% | 0.18% | 0.76% | Q3 2017 | Q4 2022 | 21 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 17 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 21 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 20 | 0.00% | 0.19% | 0.37% | Q3 2017 | Q2 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 20 |
Nicholas Hoffman & Company, LLC. | 19 | 1 | 0.02% | 0.14% | 0.31% | Q3 2018 | Q3 2023 | 20 |
NN Investment Partners Holdings N.V. | 14 | 6 | 0.00% | 0.05% | 0.21% | Q1 2016 | Q1 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.06% | 0.08% | Q4 2015 | Q3 2020 | 20 |
Clark Capital Management Group, Inc. | 11 | 1 | 0.01% | 0.21% | 0.45% | Q2 2013 | Q4 2020 | 20 |
Man Group plc | 18 | 1 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q2 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.19% | 0.68% | Q4 2018 | Q3 2023 | 20 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 20 | 20 | 0.21% | 1.21% | 2.81% | Q4 2018 | Q3 2023 | 20 |
Paradice Investment Management LLC | 20 | 20 | 3.12% | 5.88% | 9.95% | Q4 2013 | Q3 2018 | 20 |
CHARTWELL INVESTMENT PARTNERS, LLC | 15 | 1 | 0.04% | 0.14% | 0.61% | Q4 2015 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 20 |
Mariner, LLC | 19 | 1 | 0.00% | 0.02% | 0.13% | Q2 2016 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 16 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2019 | 20 |
COLONY GROUP LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.05% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 20 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.03% | 0.20% | Q3 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2022 | 20 |
BROWN BROTHERS HARRIMAN & CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
Brandywine Global Investment Management, LLC | 12 | 8 | 0.00% | 0.32% | 0.89% | Q2 2013 | Q3 2023 | 20 |
MONTAG A & ASSOCIATES INC | 19 | 1 | 0.02% | 0.11% | 0.15% | Q3 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 0.93% | 2.59% | 5.24% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 20 | 20 | 0.03% | 0.98% | 1.99% | Q4 2018 | Q3 2023 | 20 |
KLINGENSTEIN FIELDS & CO LP | 19 | 1 | 0.01% | 0.02% | 0.24% | Q4 2017 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 19 | 1 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 20 |
AT Bancorp | 20 | 20 | 0.34% | 0.68% | 1.50% | Q2 2014 | Q1 2019 | 20 |
Financial Architects, Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2020 | 20 |
Voya Financial Advisors, Inc. | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BOSTON FAMILY OFFICE LLC | 19 | 19 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2022 | 19 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 2 | 0.00% | 0.13% | 0.34% | Q4 2018 | Q3 2023 | 19 |
CASTLEARK MANAGEMENT LLC | 13 | 6 | 0.01% | 0.06% | 0.17% | Q2 2015 | Q2 2020 | 19 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 17 | 2 | 0.24% | 0.80% | 1.23% | Q4 2018 | Q3 2023 | 19 |
CIM INVESTMENT MANAGEMENT INC | 19 | 19 | 0.15% | 0.39% | 0.81% | Q1 2019 | Q3 2023 | 19 |
Calamos Advisors LLC | 17 | 2 | 0.04% | 0.11% | 0.28% | Q4 2013 | Q3 2023 | 19 |
SCOTIA CAPITAL INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 19 |
Coho Partners, Ltd. | 19 | 19 | 2.24% | 3.10% | 4.48% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 15 | 4 | 0.01% | 0.27% | 1.16% | Q3 2018 | Q2 2023 | 19 |
Gotham Asset Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q4 2022 | 19 |
Goelzer Investment Management, Inc. | 18 | 1 | 0.02% | 0.23% | 0.33% | Q4 2018 | Q3 2023 | 19 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 19 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2020 | 19 |
Tarbox Family Office, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
Fragasso Group Inc. | 19 | 19 | 0.05% | 0.49% | 0.66% | Q2 2019 | Q4 2023 | 19 |
Trexquant Investment LP | 3 | 1 | 0.03% | 0.22% | 0.47% | Q4 2014 | Q2 2023 | 19 |
Aristotle Atlantic Partners, LLC | 19 | 19 | 0.27% | 1.79% | 3.50% | Q4 2017 | Q2 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.06% | 0.34% | Q1 2019 | Q3 2023 | 19 |
FRIESS ASSOCIATES LLC | 16 | 1 | 0.04% | 1.70% | 2.76% | Q4 2015 | Q2 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
HARTLINE INVESTMENT CORP/ | 19 | 19 | 0.06% | 1.10% | 2.11% | Q4 2017 | Q2 2022 | 19 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 18 |
Avalon Investment & Advisory | 9 | 4 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q2 2021 | 18 |
WEST PACES ADVISORS INC. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2017 | 18 |
ROBERTS GLORE & CO INC /IL/ | 8 | 1 | 0.07% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 18 |
Traynor Capital Management, Inc. | 17 | 17 | 0.01% | 0.23% | 0.47% | Q3 2019 | Q3 2023 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 17 | 1 | 0.00% | 0.25% | 0.50% | Q2 2017 | Q3 2023 | 18 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 18 |
Armbruster Capital Management, Inc. | 10 | 3 | 0.03% | 0.07% | 0.09% | Q4 2015 | Q2 2021 | 18 |
BRYN MAWR TRUST Co | 17 | 1 | 0.03% | 0.27% | 0.55% | Q1 2013 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 18 | 18 | 0.00% | 0.07% | 0.20% | Q3 2019 | Q4 2023 | 18 |
SouthState Corp | 17 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2023 | 18 |
Capital International Sarl | 18 | 18 | 0.08% | 0.84% | 1.40% | Q2 2017 | Q3 2021 | 18 |
Marshall Wace North America L.P. | 18 | 18 | 0.21% | 0.71% | 1.90% | Q2 2017 | Q3 2021 | 18 |
Checchi Capital Advisers, LLC | 15 | 1 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2022 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Texas Yale Capital Corp. | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.07% | 0.23% | Q1 2013 | Q1 2023 | 18 |
Redpoint Investment Management Pty Ltd | 18 | 18 | 0.02% | 0.08% | 0.16% | Q2 2018 | Q3 2022 | 18 |
MOTCO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Natixis Investment Managers International | 12 | 3 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 18 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2020 | 18 |
NAVELLIER & ASSOCIATES INC | 13 | 5 | 0.05% | 0.63% | 1.36% | Q4 2015 | Q3 2020 | 18 |
Clearstead Advisors, LLC | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 18 |
Alberta Investment Management Corp | 7 | 1 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 18 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 17 | 17 | 0.31% | 0.45% | 0.60% | Q3 2019 | Q3 2023 | 17 |
Thomasville National Bank | 17 | 17 | 0.17% | 0.34% | 0.63% | Q3 2019 | Q3 2023 | 17 |
Bridgeworth, LLC | 17 | 17 | 0.16% | 0.66% | 1.10% | Q3 2019 | Q3 2023 | 17 |
DAVENPORT & Co LLC | 9 | 8 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Cornerstone Management, Inc. | 17 | 17 | 0.27% | 0.53% | 0.89% | Q3 2019 | Q3 2023 | 17 |
PRIVATE TRUST CO NA | 7 | 4 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q3 2023 | 17 |
Heritage Trust Co | 17 | 17 | 0.06% | 0.33% | 0.53% | Q3 2019 | Q3 2023 | 17 |
Prana Capital Management, LP | 11 | 1 | 0.33% | 2.38% | 6.11% | Q4 2017 | Q3 2023 | 17 |
Fruth Investment Management | 17 | 17 | 0.06% | 0.12% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Temasek Holdings (Private) Ltd | 17 | 17 | 0.15% | 0.70% | 1.05% | Q1 2018 | Q1 2022 | 17 |
MAI Capital Management | 14 | 3 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 4 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 17 |
Newman Dignan & Sheerar, Inc. | 13 | 1 | 0.02% | 0.26% | 0.43% | Q4 2018 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.09% | 0.66% | 1.16% | Q2 2017 | Q2 2021 | 17 |
AIMZ Investment Advisors, LLC | 17 | 17 | 0.09% | 0.17% | 0.26% | Q3 2019 | Q3 2023 | 17 |
Stephens Investment Management Group LLC | 17 | 17 | 0.04% | 0.15% | 0.23% | Q2 2017 | Q2 2021 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.01% | 0.04% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Southeast Asset Advisors Inc. | 17 | 17 | 0.11% | 0.24% | 0.44% | Q3 2019 | Q3 2023 | 17 |
AUGUSTINE ASSET MANAGEMENT INC | 17 | 17 | 2.26% | 3.66% | 4.57% | Q3 2019 | Q3 2023 | 17 |
Hanson & Doremus Investment Management | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 17 |
SIT INVESTMENT ASSOCIATES INC | 17 | 17 | 0.02% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 17 |
OAK ASSOCIATES LTD /OH/ | 17 | 17 | 0.73% | 1.10% | 1.50% | Q3 2019 | Q3 2023 | 17 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.10% | 0.43% | Q4 2017 | Q3 2023 | 17 |
Asset Dedication, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FIRST NATIONAL BANK OF OMAHA | 17 | 17 | 0.24% | 0.44% | 0.70% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.15% | 0.48% | Q4 2018 | Q4 2022 | 17 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.05% | 0.17% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Front Street Capital Management, Inc. | 17 | 17 | 1.49% | 2.99% | 5.23% | Q3 2019 | Q3 2023 | 17 |
Sound View Wealth Advisors Group, LLC | 17 | 17 | 0.14% | 0.38% | 0.61% | Q3 2019 | Q3 2023 | 17 |
Engle Capital Management, L.P. | 14 | 3 | 0.96% | 8.12% | 13.31% | Q4 2016 | Q3 2022 | 17 |
NewEdge Advisors, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
WINTON GROUP Ltd | 14 | 3 | 0.01% | 0.02% | 0.09% | Q2 2014 | Q1 2020 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 17 | 0.58% | 1.07% | 1.60% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.03% | 0.09% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2021 | 17 |
RBF Capital, LLC | 17 | 17 | 0.05% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2019 | 17 |
Cadence Bank | 17 | 17 | 0.03% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
CAPITAL INTERNATIONAL LTD /CA/ | 17 | 17 | 0.23% | 0.76% | 2.12% | Q2 2017 | Q2 2021 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 17 |
BEACON FINANCIAL GROUP | 17 | 17 | 0.12% | 0.22% | 0.35% | Q3 2019 | Q3 2023 | 17 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 17 | 17 | 0.68% | 0.87% | 1.07% | Q3 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
McKinley Carter Wealth Services, Inc. | 17 | 17 | 0.26% | 0.54% | 0.98% | Q3 2019 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MARCO INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.08% | 0.37% | 0.66% | Q3 2019 | Q3 2023 | 17 |
Fisher Asset Management, LLC | 17 | 17 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
ZWJ INVESTMENT COUNSEL INC | 17 | 17 | 0.04% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Allworth Financial LP | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Arbor Investment Advisors, LLC | 17 | 17 | 0.04% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Mount Yale Investment Advisors, LLC | 14 | 3 | 0.00% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 17 |
BP PLC | 17 | 17 | 0.06% | 0.13% | 0.54% | Q2 2017 | Q2 2021 | 17 |
COLUMBUS CIRCLE INVESTORS | 6 | 2 | 0.21% | 0.47% | 0.76% | Q4 2013 | Q1 2020 | 17 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
AlphaMark Advisors, LLC | 17 | 17 | 0.38% | 1.15% | 2.64% | Q3 2019 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 17 | 17 | 0.06% | 0.27% | 0.73% | Q3 2019 | Q3 2023 | 17 |
Waverly Advisors, LLC | 17 | 17 | 0.05% | 0.15% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
STEEL GROVE CAPITAL ADVISORS, LLC | 17 | 17 | 0.03% | 0.12% | 0.41% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q1 2022 | 17 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 17 | 17 | 0.06% | 0.19% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Bragg Financial Advisors, Inc | 17 | 17 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
CAPITAL CITY TRUST CO/FL | 17 | 17 | 0.90% | 1.59% | 2.50% | Q3 2019 | Q3 2023 | 17 |
Colonial Trust Advisors | 17 | 17 | 0.02% | 0.20% | 0.31% | Q3 2019 | Q3 2023 | 17 |
GREATMARK INVESTMENT PARTNERS, INC. | 17 | 17 | 0.68% | 2.14% | 3.75% | Q3 2019 | Q3 2023 | 17 |
Edge Capital Group, LLC | 17 | 17 | 0.04% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q2 2021 | 17 |
RFG Advisory, LLC | 17 | 17 | 0.03% | 0.16% | 0.35% | Q3 2019 | Q3 2023 | 17 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 1 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q1 2020 | 17 |
Legacy Bridge, LLC | 17 | 17 | 0.07% | 0.14% | 0.53% | Q3 2019 | Q3 2023 | 17 |
Independent Advisor Alliance | 14 | 3 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Achmea Investment Management B.V. | 12 | 5 | 0.01% | 0.08% | 0.31% | Q2 2019 | Q3 2023 | 17 |
LOOMIS SAYLES & CO L P | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q1 2017 | 16 |
Wealthcare Advisory Partners LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 16 |
HoyleCohen, LLC | 15 | 1 | 0.04% | 0.25% | 0.59% | Q3 2019 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Incline Global Management LLC | 16 | 16 | 0.77% | 4.54% | 6.54% | Q3 2019 | Q2 2023 | 16 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q3 2023 | 16 |
GAM Holding AG | 10 | 6 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q1 2021 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 1 | 0.03% | 0.15% | 0.56% | Q1 2013 | Q3 2021 | 16 |
Ethic Inc. | 16 | 16 | 0.09% | 0.17% | 0.32% | Q4 2019 | Q3 2023 | 16 |
GREENLEAF TRUST | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
NEW ENGLAND ASSET MANAGEMENT INC | 16 | 16 | 0.02% | 0.05% | 0.18% | Q3 2019 | Q2 2023 | 16 |
MidWestOne Financial Group, Inc. | 12 | 4 | 0.05% | 0.30% | 0.52% | Q2 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.11% | 0.23% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 16 | 16 | 0.00% | 0.05% | 0.27% | Q4 2019 | Q3 2023 | 16 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q4 2019 | 16 |
PITTENGER & ANDERSON INC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2020 | 16 |
MONTAG & CALDWELL, LLC | 16 | 16 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q2 2023 | 16 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.15% | 0.69% | Q2 2013 | Q3 2023 | 16 |
Meiji Yasuda Life Insurance Co | 13 | 1 | 0.01% | 0.06% | 0.23% | Q4 2015 | Q3 2022 | 16 |
Canal Insurance CO | 16 | 16 | 0.54% | 0.87% | 1.12% | Q2 2013 | Q1 2017 | 16 |
Psagot Value Holdings Ltd. | 16 | 16 | 0.00% | 0.24% | 1.28% | Q4 2017 | Q3 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Ceredex Value Advisors LLC | 14 | 2 | 0.61% | 1.93% | 3.34% | Q2 2019 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 11 | 3 | 0.00% | 0.44% | 2.40% | Q3 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.05% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 16 |
TT INTERNATIONAL | 16 | 16 | 0.19% | 1.07% | 1.81% | Q3 2015 | Q2 2019 | 16 |
OppenheimerFunds, Inc. | 16 | 16 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q1 2019 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 16 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 16 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 16 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.12% | 0.76% | Q4 2009 | Q3 2020 | 16 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 13 | 3 | 0.00% | 0.26% | 0.61% | Q4 2013 | Q3 2023 | 16 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q1 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Itau Unibanco Holding S.A. | 9 | 1 | 0.00% | 0.06% | 0.40% | Q1 2017 | Q1 2023 | 16 |
CORTLAND ASSOCIATES INC/MO | 16 | 16 | 0.06% | 4.17% | 8.82% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Arlington Partners LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q2 2023 | 16 |
South Dakota Investment Council | 7 | 4 | 0.01% | 0.08% | 0.28% | Q3 2014 | Q3 2023 | 16 |
Mn Services Vermogensbeheer B.V. | 14 | 2 | 0.04% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.36% | 0.81% | 1.10% | Q4 2018 | Q3 2022 | 16 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.10% | 0.42% | Q3 2017 | Q3 2023 | 15 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
FINANCIAL COUNSELORS INC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
WADE G W & INC | 13 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 15 |
Cornerstone Advisors, Inc. | 13 | 2 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q2 2019 | 15 |
Plante Moran Financial Advisors, LLC | 10 | 1 | 0.00% | 0.02% | 0.15% | Q4 2017 | Q1 2023 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 15 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
PDT Partners, LLC | 9 | 1 | 0.02% | 0.25% | 0.68% | Q2 2013 | Q3 2019 | 15 |
Procyon Advisors, LLC | 12 | 3 | 0.06% | 0.28% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Empirical Finance, LLC | 15 | 15 | 0.04% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.09% | 0.18% | Q1 2017 | Q3 2020 | 15 |
Prestige Wealth Management Group LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q3 2022 | 15 |
FIRST MANHATTAN CO. LLC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.02% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q4 2016 | 15 |
VAN ECK ASSOCIATES CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.03% | 0.03% | Q3 2011 | Q3 2015 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 13 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 15 |
EASTERN BANK | 15 | 15 | 0.40% | 0.56% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 0.13% | 0.43% | Q3 2013 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Tortoise Index Solutions, LLC | 15 | 15 | 0.05% | 0.10% | 0.14% | Q1 2019 | Q3 2022 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.13% | 0.42% | Q1 2016 | Q3 2023 | 15 |
OSSIAM | 12 | 1 | 0.00% | 0.03% | 0.28% | Q4 2018 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.05% | 0.11% | 0.13% | Q4 2016 | Q2 2020 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.05% | 0.11% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Lenox Wealth Advisors, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.29% | 0.57% | 1.01% | Q1 2020 | Q3 2023 | 15 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2016 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 15 |
Integrated Wealth Concepts LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.03% | 0.07% | 0.20% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 15 |
BAMCO INC /NY/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 15 | 15 | 0.12% | 0.51% | 0.77% | Q1 2020 | Q3 2023 | 15 |
CLEARARC CAPITAL INC | 15 | 15 | 0.05% | 0.09% | 0.23% | Q2 2016 | Q4 2019 | 15 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 15 | 15 | 0.28% | 0.53% | 0.75% | Q2 2013 | Q4 2016 | 15 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 15 |
Valeo Financial Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
COMMONWEALTH BANK OF AUSTRALIA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
GODSEY & GIBB, INC | 7 | 3 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 6 | 0.00% | 0.36% | 0.76% | Q2 2013 | Q4 2022 | 14 |
C WorldWide Group Holding A/S | 13 | 1 | 0.02% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.04% | 0.37% | 0.88% | Q3 2015 | Q2 2021 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
OAK RIDGE INVESTMENTS LLC | 14 | 14 | 0.07% | 0.18% | 0.29% | Q1 2017 | Q2 2020 | 14 |
CAPSTONE ASSET MANAGEMENT CO | 10 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 14 |
Assenagon Asset Management S.A. | 11 | 3 | 0.00% | 0.09% | 0.33% | Q4 2019 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 1.16% | 1.56% | 2.62% | Q2 2020 | Q3 2023 | 14 |
SPRINGBANK VALUE PARTNERS LP | 14 | 14 | 7.70% | 9.94% | 12.02% | Q2 2013 | Q3 2016 | 14 |
VALUE HOLDINGS LP | 14 | 14 | 7.47% | 9.79% | 11.82% | Q2 2013 | Q3 2016 | 14 |
Holocene Advisors, LP | 8 | 1 | 0.00% | 0.28% | 1.50% | Q1 2019 | Q3 2023 | 14 |
FIRST MIDWEST BANK TRUST DIVISION | 12 | 2 | 0.03% | 0.14% | 0.22% | Q4 2015 | Q4 2021 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 3 | 0.00% | 0.57% | 1.04% | Q2 2013 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Heritage Wealth Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 14 |
UNIVEST FINANCIAL Corp | 10 | 4 | 0.73% | 1.56% | 2.02% | Q4 2018 | Q2 2022 | 14 |
People's United Financial, Inc. | 10 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 14 |
LEUTHOLD GROUP, LLC | 14 | 14 | 0.20% | 0.40% | 0.68% | Q2 2013 | Q3 2016 | 14 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.01% | 0.14% | 0.46% | Q4 2014 | Q2 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.03% | 0.45% | 0.88% | Q2 2020 | Q3 2023 | 14 |
CAAS CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.13% | 0.94% | Q4 2020 | Q3 2023 | 14 |
Winch Advisory Services, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 14 |
AM INVESTMENT STRATEGIES LLC | 14 | 14 | 0.23% | 0.49% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 12 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
EXANE DERIVATIVES | 9 | 1 | 0.00% | 0.12% | 0.33% | Q2 2016 | Q2 2022 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 14 |
FORT, L.P. | 10 | 4 | 0.03% | 0.37% | 1.11% | Q2 2018 | Q1 2022 | 14 |
Inspire Investing, LLC | 12 | 1 | 0.00% | 0.45% | 0.69% | Q4 2017 | Q2 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Bayesian Capital Management, LP | 6 | 2 | 0.05% | 0.17% | 0.30% | Q1 2017 | Q1 2023 | 14 |
Oribel Capital Management, LP | 5 | 1 | 0.15% | 1.61% | 5.64% | Q4 2016 | Q1 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 7 | 3 | 0.04% | 0.17% | 0.27% | Q3 2015 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2021 | 14 |
Balentine LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 14 |
DSM CAPITAL PARTNERS LLC | 14 | 14 | 1.36% | 1.68% | 2.13% | Q2 2019 | Q3 2022 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.06% | 0.18% | Q4 2017 | Q1 2021 | 14 |
Vident Investment Advisory, LLC | 14 | 14 | 0.02% | 0.13% | 0.32% | Q1 2020 | Q2 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.19% | Q3 2019 | Q3 2023 | 14 |
Addenda Capital Inc. | 14 | 14 | 0.05% | 0.25% | 0.40% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q3 2020 | 14 |
Aurora Investment Counsel | 14 | 14 | 0.52% | 0.66% | 0.85% | Q2 2020 | Q3 2023 | 14 |
NVWM, LLC | 14 | 14 | 0.24% | 0.80% | 1.12% | Q4 2017 | Q1 2021 | 14 |
Covenant Partners, LLC | 13 | 13 | 0.10% | 0.19% | 0.24% | Q1 2019 | Q1 2022 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 13 | 13 | 0.02% | 0.07% | 0.10% | Q3 2019 | Q3 2022 | 13 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
CNB Bank | 13 | 13 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q4 2022 | 13 |
Palestra Capital Management LLC | 5 | 1 | 1.10% | 3.33% | 4.45% | Q3 2014 | Q3 2020 | 13 |
Tolleson Wealth Management, Inc. | 13 | 13 | 0.16% | 0.37% | 0.63% | Q4 2018 | Q4 2021 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.01% | 0.06% | 0.19% | Q3 2015 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.04% | 0.11% | 0.20% | Q3 2014 | Q3 2017 | 13 |
Rehmann Capital Advisory Group | 7 | 6 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2021 | 13 |
Providence Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
Murphy, Middleton, Hinkle & Parker, Inc. | 12 | 1 | 0.13% | 0.51% | 1.30% | Q3 2019 | Q3 2023 | 13 |
GABELLI FUNDS LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.12% | 0.41% | Q1 2018 | Q3 2023 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.06% | 0.22% | 0.44% | Q2 2013 | Q4 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Callahan Advisors, LLC | 13 | 13 | 0.22% | 0.70% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2011 | Q3 2022 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
AlphaCrest Capital Management LLC | 7 | 1 | 0.02% | 0.09% | 0.27% | Q4 2018 | Q3 2022 | 13 |
AJO, LP | 11 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2019 | 13 |
Argent Trust Co | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 13 | 13 | 0.29% | 0.39% | 0.48% | Q2 2020 | Q2 2023 | 13 |
Clarius Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
PineBridge Investments, L.P. | 12 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q1 2022 | 13 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.33% | 0.76% | Q4 2013 | Q2 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q1 2023 | 13 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.03% | 0.13% | Q2 2016 | Q1 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 1 | 0.02% | 0.25% | 0.78% | Q3 2018 | Q3 2023 | 13 |
Dorsey & Whitney Trust CO LLC | 12 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 13 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q3 2022 | 13 |
Joho Capital | 13 | 13 | 1.84% | 12.25% | 19.05% | Q2 2019 | Q2 2022 | 13 |
Carroll Financial Associates, Inc. | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2021 | 13 |
HENNESSY ADVISORS INC | 7 | 6 | 0.01% | 0.08% | 0.18% | Q1 2017 | Q2 2021 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 2 | 0.00% | 0.12% | 0.31% | Q3 2019 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.51% | 0.75% | 1.06% | Q2 2013 | Q1 2016 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.07% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.07% | 0.17% | Q4 2018 | Q3 2021 | 12 |
Evolution Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q1 2022 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 12 |
CHASE INVESTMENT COUNSEL CORP | 11 | 1 | 0.21% | 1.59% | 2.99% | Q3 2017 | Q3 2022 | 12 |
Sowell Financial Services LLC | 7 | 5 | 0.03% | 0.09% | 0.21% | Q3 2019 | Q2 2023 | 12 |
Penn Capital Management Company, LLC | 12 | 12 | 0.06% | 0.10% | 0.13% | Q1 2018 | Q4 2020 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Peachtree Investment Partners, LLC | 12 | 12 | 0.53% | 3.15% | 5.95% | Q4 2018 | Q3 2021 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 12 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.58% | 2.21% | 4.99% | Q3 2019 | Q3 2023 | 12 |
BlueMar Capital Management, LLC | 12 | 12 | 1.17% | 2.64% | 5.19% | Q3 2019 | Q2 2022 | 12 |
Marietta Wealth Management, LLC | 11 | 1 | 0.04% | 0.43% | 0.70% | Q1 2020 | Q1 2023 | 12 |
CSS LLC/IL | 5 | 2 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 12 |
GLG LLC | 9 | 3 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q4 2017 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.07% | 0.18% | 0.37% | Q3 2018 | Q2 2021 | 12 |
Lavaca Capital LLC | 12 | 12 | 0.02% | 0.11% | 0.20% | Q4 2018 | Q3 2021 | 12 |
EQUITABLE TRUST CO | 10 | 1 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q1 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 12 |
Palmer Knight Co | 12 | 12 | 3.07% | 4.24% | 5.48% | Q4 2018 | Q3 2021 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 12 | 12 | 0.00% | 0.11% | 0.18% | Q3 2019 | Q2 2022 | 12 |
Weaver C. Barksdale & Associates, Inc. | 12 | 12 | 0.01% | 0.54% | 2.26% | Q2 2013 | Q1 2016 | 12 |
SHAKER INVESTMENTS LLC/OH | 11 | 1 | 0.44% | 0.68% | 0.98% | Q4 2019 | Q4 2022 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Waldron Private Wealth LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 12 |
NICHOLS & PRATT ADVISERS LLP /MA | 12 | 12 | 0.07% | 0.35% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Princeton Portfolio Strategies Group LLC | 12 | 12 | 0.11% | 0.55% | 1.14% | Q3 2018 | Q2 2021 | 12 |
Mayfair Advisory Group, LLC | 8 | 1 | 0.29% | 0.47% | 0.72% | Q4 2019 | Q3 2023 | 12 |
ACG Wealth | 8 | 2 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q2 2022 | 12 |
Counsel Portfolio Services Inc. | 12 | 12 | 0.08% | 0.23% | 0.36% | Q3 2013 | Q2 2016 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.40% | 0.70% | 1.44% | Q4 2020 | Q3 2023 | 12 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.03% | 0.11% | 0.24% | Q2 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Wealthspire Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 12 |
Tidal Investments LLC | 7 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Junto Capital Management LP | 2 | 1 | 1.09% | 2.57% | 5.10% | Q4 2014 | Q2 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
ATLAS CAPITAL ADVISORS LLC | 12 | 12 | 0.00% | 0.12% | 0.34% | Q4 2019 | Q3 2022 | 12 |
Global Wealth Management Investment Advisory, Inc. | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Consolidated Planning Corp | 11 | 1 | 0.05% | 0.43% | 0.81% | Q4 2019 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
FRONT BARNETT ASSOCIATES LLC | 12 | 12 | 0.99% | 1.43% | 1.83% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT HOUSE LLC | 11 | 1 | 0.02% | 0.07% | 0.33% | Q1 2019 | Q3 2023 | 12 |
RS INVESTMENT MANAGEMENT CO LLC | 8 | 4 | 0.01% | 0.30% | 0.94% | Q2 2013 | Q2 2016 | 12 |
Financial Management Professionals, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 11 | 1 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 12 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
AAFMAA Wealth Management & Trust LLC | 12 | 12 | 2.30% | 2.93% | 3.95% | Q4 2020 | Q3 2023 | 12 |
Executive Wealth Management, LLC | 12 | 12 | 0.10% | 0.25% | 0.38% | Q4 2018 | Q3 2021 | 12 |
ALLSTATE CORP | 4 | 1 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q3 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
West Family Investments, Inc. | 12 | 12 | 0.42% | 0.56% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
COOKSON PEIRCE & CO INC | 11 | 11 | 0.60% | 1.36% | 1.90% | Q1 2014 | Q3 2016 | 11 |
PROVIDENT TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
FRED ALGER MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 11 |
Williams Jones Wealth Management, LLC. | 6 | 5 | 0.00% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.07% | 0.46% | Q1 2021 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.11% | 0.60% | 1.10% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.01% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 3 | 0.02% | 0.29% | 0.65% | Q3 2020 | Q3 2023 | 11 |
Sigma Planning Corp | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 11 |
TWINBEECH CAPITAL LP | 7 | 2 | 0.06% | 0.68% | 1.07% | Q1 2020 | Q3 2023 | 11 |
Global X Management CO LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Snowden Capital Advisors LLC | 7 | 4 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 11 |
Legal Advantage Investments, Inc. | 11 | 11 | 0.43% | 1.01% | 1.61% | Q4 2020 | Q2 2023 | 11 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 9 | 1 | 0.02% | 0.07% | 0.20% | Q1 2013 | Q4 2017 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
FORA Capital, LLC | 5 | 1 | 0.01% | 0.19% | 0.56% | Q4 2019 | Q3 2023 | 11 |
J. L. Bainbridge & Co., Inc. | 11 | 11 | 0.03% | 0.08% | 0.13% | Q3 2019 | Q1 2022 | 11 |
DUALITY ADVISERS, LP | 6 | 1 | 0.02% | 0.24% | 0.52% | Q4 2018 | Q2 2023 | 11 |
BRR OpCo, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q1 2022 | 11 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.03% | 0.98% | 1.35% | Q3 2019 | Q1 2022 | 11 |
Chesapeake Wealth Management | 11 | 11 | 0.10% | 0.27% | 0.46% | Q2 2018 | Q4 2020 | 11 |
Crewe Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
HANCOCK WHITNEY CORP | 11 | 11 | 0.02% | 0.08% | 0.28% | Q1 2014 | Q3 2016 | 11 |
American National Registered Investment Advisor, Inc. | 11 | 11 | 0.12% | 0.29% | 0.50% | Q3 2019 | Q1 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q2 2020 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 6 | 5 | 0.02% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 11 |
CARILLON TOWER ADVISERS, INC. | 11 | 11 | 0.02% | 0.47% | 0.87% | Q2 2018 | Q4 2020 | 11 |
MASTRAPASQUA ASSET MANAGEMENT INC | 11 | 11 | 1.21% | 1.67% | 1.99% | Q1 2019 | Q3 2021 | 11 |
Caption Management, LLC | 6 | 6 | 0.00% | 0.05% | 0.15% | Q1 2021 | Q2 2022 | 11 |
Azora Capital LP | 5 | 2 | 1.04% | 3.84% | 10.48% | Q1 2020 | Q3 2023 | 11 |
WELCH & FORBES LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Varma Mutual Pension Insurance Co | 6 | 5 | 0.04% | 0.17% | 0.45% | Q4 2017 | Q3 2020 | 11 |
LBMC INVESTMENT ADVISORS, LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q3 2019 | Q1 2022 | 11 |
AFFINITY WEALTH MANAGEMENT LLC | 9 | 2 | 0.10% | 0.17% | 0.22% | Q3 2015 | Q4 2019 | 11 |
WRIGHT INVESTORS SERVICE INC | 9 | 2 | 0.11% | 0.29% | 0.50% | Q3 2014 | Q3 2023 | 11 |
AMERICAN NATIONAL INSURANCE CO | 11 | 11 | 0.14% | 0.34% | 0.59% | Q3 2019 | Q1 2022 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.02% | 0.12% | Q4 2022 | Q3 2023 | 11 |
Capula Management Ltd | 3 | 2 | 0.01% | 0.12% | 0.44% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 11 |
HUSSMAN STRATEGIC ADVISORS, INC. | 11 | 11 | 0.21% | 1.19% | 1.94% | Q1 2014 | Q3 2016 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Azimuth Capital Management LLC | 11 | 11 | 0.33% | 0.77% | 1.05% | Q3 2019 | Q1 2022 | 11 |
Shellback Capital, LP | 3 | 1 | 1.00% | 2.86% | 6.54% | Q4 2016 | Q3 2021 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
TURNER INVESTMENTS LLC | 10 | 1 | 0.00% | 0.18% | 1.54% | Q2 2013 | Q2 2017 | 11 |
DEAN INVESTMENT ASSOCIATES, LLC | 11 | 11 | 0.10% | 0.12% | 0.16% | Q3 2013 | Q1 2016 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TRUST CO OF VIRGINIA /VA | 11 | 11 | 0.04% | 0.08% | 0.12% | Q3 2019 | Q1 2022 | 11 |
AGF INVESTMENTS INC. | 10 | 1 | 0.00% | 0.58% | 1.16% | Q3 2013 | Q2 2020 | 11 |
Coatue Management | 11 | 11 | 0.78% | 2.47% | 5.56% | Q2 2019 | Q4 2021 | 11 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 11 |
USCA RIA LLC | 6 | 4 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2020 | 10 |
Caprock Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Keel Point, LLC | 6 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
WEALTHFRONT Corp | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Dakota Wealth Management | 7 | 3 | 0.07% | 0.27% | 0.49% | Q2 2018 | Q3 2023 | 10 |
Alyeska Investment Group, L.P. | 8 | 2 | 0.19% | 0.40% | 0.76% | Q3 2019 | Q1 2022 | 10 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.05% | 0.35% | Q3 2015 | Q4 2019 | 10 |
Amundi | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 8 | 8 | 0.00% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
SeaTown Holdings Pte. Ltd. | 10 | 10 | 0.77% | 1.65% | 2.93% | Q2 2019 | Q3 2021 | 10 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.82% | 1.09% | Q1 2016 | Q2 2019 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.01% | 0.39% | 0.70% | Q4 2019 | Q2 2022 | 10 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
PICTON MAHONEY ASSET MANAGEMENT | 9 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q1 2020 | 10 |
THAMES CAPITAL MANAGEMENT LLC | 8 | 1 | 1.37% | 2.58% | 4.95% | Q1 2018 | Q2 2021 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Barnett & Company, Inc. | 10 | 10 | 0.00% | 0.05% | 0.07% | Q3 2019 | Q4 2021 | 10 |
Homrich & Berg | 10 | 10 | 0.01% | 0.14% | 0.22% | Q2 2019 | Q3 2021 | 10 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 1 | 0.47% | 0.81% | 1.14% | Q1 2019 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.01% | 0.11% | 0.41% | Q2 2016 | Q1 2023 | 10 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.14% | 0.27% | Q1 2018 | Q2 2020 | 10 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 10 |
Parsifal Capital Management, LP | 8 | 2 | 3.12% | 5.89% | 9.38% | Q4 2019 | Q2 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Rock Creek Group, LP | 4 | 2 | 0.00% | 0.22% | 0.81% | Q3 2019 | Q4 2022 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 0.91% | 1.29% | 1.91% | Q1 2021 | Q2 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
BECKER CAPITAL MANAGEMENT INC | 10 | 10 | 0.25% | 0.39% | 0.48% | Q3 2013 | Q4 2015 | 10 |
Altavista Wealth Management, Inc. | 10 | 10 | 0.09% | 0.17% | 0.23% | Q3 2019 | Q4 2021 | 10 |
PALLADIUM PARTNERS LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2021 | 10 |
State of Wyoming | 7 | 3 | 0.01% | 0.16% | 0.61% | Q1 2021 | Q3 2023 | 10 |
1776 Wealth LLC | 10 | 10 | 0.12% | 0.21% | 0.30% | Q4 2019 | Q1 2022 | 10 |
AHL Partners LLP | 6 | 1 | 0.01% | 0.10% | 0.45% | Q4 2014 | Q4 2017 | 10 |
Assured Investment Management LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2015 | Q1 2019 | 10 |
Hillsdale Investment Management Inc. | 9 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2015 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.26% | 1.60% | Q3 2018 | Q3 2023 | 10 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 6 | 4 | 0.58% | 38.07% | 69.70% | Q3 2017 | Q2 2020 | 10 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.03% | 0.09% | 0.16% | Q4 2016 | Q4 2019 | 10 |
Riggs Asset Managment Co. Inc. | 10 | 10 | 0.00% | 0.36% | 1.64% | Q2 2021 | Q3 2023 | 10 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.86% | 2.01% | Q2 2015 | Q1 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q4 2022 | 10 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.37% | 1.28% | Q4 2016 | Q2 2023 | 10 |
Orbis Allan Gray Ltd | 10 | 10 | 0.01% | 4.55% | 5.93% | Q2 2021 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.04% | 0.14% | 0.50% | Q2 2013 | Q4 2019 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Pineno Levin & Ford Asset Management, Inc. | 10 | 10 | 1.74% | 2.91% | 3.37% | Q3 2019 | Q4 2021 | 10 |
Zurich Insurance Group Ltd/FI | 6 | 1 | 0.03% | 0.38% | 1.04% | Q1 2017 | Q3 2020 | 10 |
Sciencast Management LP | 3 | 1 | 0.11% | 0.43% | 0.92% | Q2 2016 | Q3 2023 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
MARSICO CAPITAL MANAGEMENT LLC | 10 | 10 | 0.12% | 0.20% | 0.27% | Q1 2020 | Q2 2022 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.00% | 0.11% | 0.24% | Q4 2019 | Q1 2022 | 10 |
AtonRa Partners | 10 | 10 | 0.52% | 0.88% | 1.72% | Q4 2020 | Q1 2023 | 10 |
Greenhouse Funds LLLP | 6 | 2 | 1.45% | 3.80% | 8.21% | Q3 2021 | Q3 2023 | 9 |
FCF Advisors LLC | 6 | 1 | 1.02% | 1.11% | 1.23% | Q2 2015 | Q1 2020 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Ratan Capital Management LP | 8 | 1 | 0.06% | 1.00% | 2.21% | Q2 2019 | Q3 2021 | 9 |
Capital Wealth Planning, LLC | 9 | 9 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q1 2022 | 9 |
ASHFORD CAPITAL MANAGEMENT INC | 8 | 1 | 0.05% | 0.12% | 0.18% | Q4 2015 | Q1 2022 | 9 |
SG3 Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q1 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2015 | 9 |
RENAISSANCE GROUP LLC | 6 | 3 | 1.00% | 1.17% | 1.28% | Q4 2015 | Q4 2020 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q2 2023 | 9 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 9 |
Lunia Capital LP | 9 | 9 | 2.10% | 2.93% | 4.12% | Q4 2018 | Q4 2020 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
Tiger Eye Capital LLC | 3 | 1 | 0.07% | 1.70% | 5.60% | Q4 2014 | Q3 2021 | 9 |
Newbrook Capital Advisors LP | 9 | 9 | 2.47% | 3.75% | 4.38% | Q2 2019 | Q2 2021 | 9 |
Summit Global Investments | 5 | 1 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q2 2023 | 9 |
Summit Trail Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 9 |
BREAKLINE CAPITAL LLC | 5 | 1 | 0.90% | 4.04% | 6.58% | Q4 2018 | Q3 2021 | 9 |
SpiderRock Advisors, LLC | 8 | 1 | 0.02% | 0.04% | 0.13% | Q2 2017 | Q3 2021 | 9 |
BDO Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.00% | 0.17% | 0.22% | Q4 2015 | Q1 2018 | 9 |
Sage Capital Advisors,llc | 9 | 9 | 0.96% | 1.37% | 2.02% | Q3 2021 | Q3 2023 | 9 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.01% | 0.42% | 1.66% | Q1 2014 | Q3 2022 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q3 2023 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 9 | 9 | 1.52% | 1.89% | 2.48% | Q2 2017 | Q2 2019 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.18% | 0.96% | Q3 2015 | Q3 2020 | 9 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 9 |
CARLSON CAPITAL L P | 5 | 1 | 0.09% | 0.24% | 0.52% | Q1 2014 | Q2 2022 | 9 |
Wildcat Capital Management, LLC | 9 | 9 | 1.63% | 2.53% | 4.54% | Q3 2020 | Q3 2022 | 9 |
Blueshift Asset Management, LLC | 3 | 1 | 0.16% | 0.40% | 0.77% | Q4 2018 | Q3 2023 | 9 |
Opal Wealth Advisors, LLC | 4 | 1 | 0.13% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 9 |
Hunt Lane Capital LP | 8 | 8 | 2.14% | 4.71% | 8.00% | Q1 2020 | Q4 2021 | 9 |
Busey Bank | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 9 |
SWS Partners | 3 | 1 | 0.09% | 0.14% | 0.19% | Q4 2017 | Q1 2022 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.14% | 0.67% | 0.82% | Q3 2021 | Q3 2023 | 9 |
Rheos Capital Works Inc. | 9 | 9 | 0.40% | 0.72% | 1.05% | Q4 2020 | Q4 2022 | 9 |
Maple Rock Capital Partners | 9 | 9 | 0.46% | 2.94% | 7.19% | Q3 2021 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 6 | 1 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q2 2023 | 9 |
Community Capital Management, LLC | 9 | 9 | 0.74% | 2.24% | 3.05% | Q3 2021 | Q3 2023 | 9 |
Interval Partners, LP | 6 | 1 | 0.08% | 0.20% | 0.40% | Q2 2021 | Q3 2023 | 9 |
NorthCoast Asset Management LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q3 2021 | 9 |
Asio Capital, LLC | 5 | 4 | 0.41% | 0.73% | 1.02% | Q4 2020 | Q2 2023 | 9 |
Sabal Trust CO | 7 | 2 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 9 |
Malaga Cove Capital, LLC | 9 | 9 | 0.19% | 0.49% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.19% | 0.92% | Q1 2016 | Q4 2021 | 9 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 9 | 0.01% | 1.42% | 3.18% | Q1 2020 | Q1 2022 | 9 |
Elwood & Goetz Wealth Advisory Group, LLC | 9 | 9 | 0.08% | 0.19% | 0.27% | Q3 2019 | Q3 2021 | 9 |
D.A. DAVIDSON & CO. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.07% | 0.12% | Q3 2020 | Q1 2023 | 9 |
CHURCHILL MANAGEMENT Corp | 4 | 2 | 0.03% | 0.18% | 0.48% | Q1 2019 | Q3 2023 | 9 |
REINHART PARTNERS, LLC. | 9 | 9 | 0.85% | 0.97% | 1.16% | Q3 2021 | Q3 2023 | 9 |
Coronation Fund Managers Ltd. | 9 | 9 | 0.01% | 0.68% | 1.58% | Q3 2021 | Q3 2023 | 9 |
TFC Financial Management, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.25% | 0.34% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Leith Wheeler Investment Counsel Ltd. | 9 | 9 | 0.04% | 0.96% | 2.02% | Q4 2021 | Q4 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 1 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2021 | 9 |
AllGen Financial Advisors, Inc. | 9 | 9 | 0.15% | 0.40% | 1.22% | Q4 2020 | Q4 2022 | 9 |
Silver Lake Advisory, LLC | 9 | 9 | 1.04% | 1.45% | 1.78% | Q3 2021 | Q3 2023 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9 | 9 | 0.03% | 0.05% | 0.14% | Q3 2019 | Q3 2021 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 9 |
1ST SOURCE BANK | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.54% | 1.14% | Q3 2013 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q1 2022 | 9 |
Cinctive Capital Management LP | 5 | 1 | 0.18% | 0.50% | 0.88% | Q2 2020 | Q2 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.03% | 0.21% | Q2 2016 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 3 | 0.23% | 0.29% | 0.37% | Q3 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Welch Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Lanham O'Dell & Company, Inc. | 8 | 8 | 0.24% | 0.74% | 2.91% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.19% | 0.32% | Q3 2021 | Q2 2023 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.02% | 0.59% | 1.28% | Q3 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.13% | 0.29% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Calamos Wealth Management LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q2 2021 | 8 |
HERNDON CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 8 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.37% | 0.80% | Q4 2013 | Q3 2021 | 8 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2022 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 8 | 8 | 0.82% | 1.06% | 1.25% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.09% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Orca Investment Management, LLC | 8 | 8 | 2.20% | 2.52% | 3.02% | Q4 2021 | Q3 2023 | 8 |
Spot Trading L.L.C | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 8 |
HBK INVESTMENTS L P | 6 | 2 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2016 | 8 |
Apex Capital Management | 8 | 8 | 1.22% | 1.47% | 2.06% | Q1 2014 | Q4 2015 | 8 |
Bangor Savings Bank | 8 | 8 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
AIA Group Ltd | 8 | 8 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q1 2023 | 8 |
Artemis Investment Management LLP | 6 | 2 | 0.02% | 0.07% | 0.22% | Q4 2014 | Q2 2021 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.05% | 0.46% | 1.38% | Q4 2019 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.10% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 8 |
Catalyst Capital Advisors LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q4 2019 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q2 2023 | 8 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.04% | 0.18% | 0.47% | Q2 2013 | Q3 2015 | 8 |
COUNTRY TRUST BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2019 | 8 |
PERKINS CAPITAL MANAGEMENT INC | 8 | 8 | 0.41% | 0.78% | 1.36% | Q1 2014 | Q4 2015 | 8 |
BTR CAPITAL MANAGEMENT INC | 8 | 8 | 0.04% | 0.31% | 1.08% | Q4 2020 | Q3 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
OKABENA INVESTMENT SERVICES INC | 4 | 4 | 0.02% | 0.65% | 1.84% | Q2 2020 | Q3 2022 | 8 |
Cutter & CO Brokerage, Inc. | 8 | 8 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q2 2021 | 8 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.02% | 0.09% | 0.14% | Q2 2020 | Q1 2022 | 8 |
C Partners Holding GmbH | 8 | 8 | 4.86% | 7.28% | 11.66% | Q4 2021 | Q3 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.06% | 0.09% | 0.17% | Q4 2015 | Q1 2019 | 8 |
HYMAN CHARLES D | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Brookfield Asset Management | 7 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 8 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 1 | 0.00% | 0.10% | 0.13% | Q3 2016 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q1 2019 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HARRIS ASSOCIATES L P | 8 | 8 | 0.22% | 0.48% | 0.69% | Q4 2021 | Q3 2023 | 8 |
ADVANCE CAPITAL I INC | 6 | 2 | 0.18% | 1.05% | 2.27% | Q2 2013 | Q3 2016 | 8 |
EQUITY INVESTMENT CORP | 8 | 8 | 0.36% | 1.67% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Glenview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 8 |
Harvest Fund Management Co., Ltd | 6 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 8 |
PARNASSUS INVESTMENTS, LLC | 8 | 8 | 0.26% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Bancorp, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Maytus Capital Management, LLC | 4 | 1 | 0.47% | 2.33% | 3.37% | Q1 2019 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Pearl River Capital, LLC | 5 | 1 | 0.00% | 0.43% | 1.28% | Q1 2019 | Q2 2022 | 8 |
HONEYWELL INTERNATIONAL INC | 8 | 8 | 0.55% | 0.81% | 0.99% | Q1 2017 | Q4 2018 | 8 |
Legacy Advisors, LLC | 7 | 1 | 0.01% | 0.36% | 0.46% | Q1 2019 | Q3 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2021 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2020 | 8 |
Lone Pine Capital | 8 | 8 | 3.11% | 3.90% | 4.96% | Q3 2019 | Q2 2021 | 8 |
One Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 8 |
Independent Portfolio Consultants, Inc. | 7 | 1 | 0.01% | 0.15% | 0.26% | Q2 2014 | Q2 2017 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.12% | 0.35% | 0.87% | Q1 2019 | Q2 2023 | 8 |
Spears Abacus Advisors LLC | 8 | 8 | 0.21% | 1.55% | 2.52% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 8 | 8 | 0.96% | 1.13% | 1.38% | Q4 2020 | Q3 2022 | 8 |
Nachman Norwood & Parrott, Inc | 8 | 8 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q2 2021 | 8 |
Ally Financial Inc. | 8 | 8 | 0.31% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Woodline Partners LP | 8 | 8 | 0.29% | 1.74% | 3.61% | Q4 2019 | Q3 2021 | 8 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 8 | 8 | 0.06% | 0.06% | 0.08% | Q2 2016 | Q1 2018 | 8 |
Essex Private Wealth Management, LLC | 7 | 1 | 0.20% | 0.27% | 0.39% | Q4 2019 | Q4 2021 | 8 |
Aryeh Capital Management Ltd. | 5 | 3 | 11.78% | 16.63% | 22.91% | Q3 2021 | Q3 2023 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q3 2019 | Q2 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.36% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
XTX Topco Ltd | 4 | 1 | 0.06% | 0.19% | 0.41% | Q1 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.13% | 0.92% | Q4 2017 | Q3 2022 | 7 |
FormulaFolio Investments, LLC | 5 | 1 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q3 2020 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.54% | 0.67% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Clearline Capital LP | 7 | 7 | 0.26% | 0.58% | 0.96% | Q4 2021 | Q2 2023 | 7 |
AGF Investments LLC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q1 2018 | Q3 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 7 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.20% | 0.85% | 2.11% | Q3 2015 | Q1 2020 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.06% | 0.12% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Cumberland Partners Ltd | 7 | 7 | 0.48% | 1.00% | 1.60% | Q1 2020 | Q3 2021 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Athena Investment Management | 7 | 7 | 0.18% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Retirement Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.31% | 1.04% | Q3 2019 | Q2 2023 | 7 |
TOTH FINANCIAL ADVISORY CORP | 4 | 1 | 0.00% | 0.08% | 0.17% | Q1 2019 | Q1 2023 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.12% | 0.24% | 0.38% | Q4 2019 | Q2 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Machina Capital S.A.S. | 2 | 1 | 0.23% | 0.49% | 0.71% | Q4 2018 | Q2 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 3 | 0.05% | 0.22% | 0.52% | Q2 2021 | Q2 2023 | 7 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2020 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q4 2020 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Apollon Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 7 |
Claro Advisors LLC | 6 | 1 | 0.00% | 0.08% | 0.11% | Q4 2018 | Q1 2023 | 7 |
Kavar Capital Partners, LLC | 4 | 1 | 0.00% | 0.08% | 0.16% | Q4 2015 | Q1 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Systematic Alpha Investments, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Berkeley Capital Partners, LLC | 7 | 7 | 0.18% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Bruderman Asset Management, LLC | 7 | 7 | 1.39% | 1.70% | 1.95% | Q1 2020 | Q3 2021 | 7 |
Biltmore Wealth Management, LLC | 7 | 7 | 0.17% | 0.22% | 0.28% | Q2 2019 | Q4 2020 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 7 |
Catamount Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.72% | 1.03% | Q2 2019 | Q4 2020 | 7 |
WASATCH ADVISORS LP | 7 | 7 | 0.26% | 0.30% | 0.33% | Q2 2013 | Q4 2014 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.10% | 0.26% | 0.46% | Q1 2014 | Q3 2017 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Diversified Portfolios, Inc. | 7 | 7 | 0.05% | 0.10% | 0.16% | Q3 2020 | Q1 2022 | 7 |
CHICAGO EQUITY PARTNERS LLC | 5 | 2 | 0.01% | 0.19% | 0.76% | Q1 2014 | Q3 2016 | 7 |
Invictus RG Pte. Ltd. | 7 | 7 | 0.03% | 0.19% | 0.51% | Q1 2014 | Q3 2015 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.16% | Q1 2022 | Q3 2023 | 7 |
LYRICAL ASSET MANAGEMENT LP | 7 | 7 | 1.31% | 3.63% | 4.50% | Q1 2022 | Q3 2023 | 7 |
BlackRock Japan Co. Ltd | 6 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q4 2016 | 7 |
Modera Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 5 | 1 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 7 |
Dai-ichi Life Holdings, Inc. | 6 | 1 | 0.01% | 0.06% | 0.09% | Q4 2014 | Q3 2016 | 7 |
Itau USA Asset Management Inc. | 7 | 7 | 0.01% | 0.17% | 0.48% | Q2 2013 | Q4 2014 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.15% | 0.51% | Q2 2020 | Q4 2021 | 7 |
XML Financial, LLC | 5 | 2 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Swedbank | 7 | 7 | 0.37% | 0.75% | 1.42% | Q2 2019 | Q4 2020 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.07% | 0.48% | Q4 2016 | Q4 2020 | 7 |
Symmetry Partners, LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Jackson, Grant Investment Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Maven Securities LTD | 3 | 1 | 0.00% | 0.14% | 0.50% | Q2 2019 | Q3 2022 | 7 |
SIGMA INVESTMENT COUNSELORS INC | 7 | 7 | 0.16% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Point72 Europe (London) LLP | 2 | 1 | 0.24% | 2.49% | 5.41% | Q4 2019 | Q3 2023 | 7 |
HIGH POINT BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
TLP GROUP LLC | 4 | 1 | 0.00% | 0.13% | 0.38% | Q4 2015 | Q2 2018 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.13% | 0.38% | 0.56% | Q1 2022 | Q3 2023 | 7 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 7 | 7 | 1.37% | 1.66% | 2.21% | Q1 2022 | Q3 2023 | 7 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.35% | 0.40% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Select Equity Group, L.P. | 4 | 1 | 0.01% | 0.19% | 0.48% | Q1 2016 | Q3 2022 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2023 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q2 2017 | 7 |
Haverford Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INTACT INVESTMENT MANAGEMENT INC. | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.23% | 0.46% | Q2 2017 | Q1 2023 | 7 |
Calvert Investment Management, Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 7 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.02% | 0.13% | Q1 2017 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Fortress Investment Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
VESTOR CAPITAL, LLC | 4 | 3 | 0.80% | 1.35% | 1.80% | Q3 2019 | Q2 2021 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Stanley Capital Management, LLC | 7 | 7 | 0.67% | 1.95% | 4.12% | Q1 2022 | Q3 2023 | 7 |
Cardinal Capital Management, Inc. | 7 | 7 | 0.48% | 0.57% | 0.64% | Q1 2022 | Q3 2023 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Koss-Olinger Consulting, LLC | 5 | 2 | 0.03% | 0.09% | 0.17% | Q3 2021 | Q2 2023 | 7 |
Global Frontier Investments LLC | 7 | 7 | 2.93% | 3.34% | 3.73% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.34% | 0.40% | 0.46% | Q1 2022 | Q3 2023 | 7 |
ETRADE Capital Management LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 7 |
Realta Investment Advisors | 4 | 3 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2021 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.22% | 0.50% | Q4 2017 | Q3 2019 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.09% | 0.25% | Q2 2021 | Q3 2023 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.55% | 1.09% | Q3 2013 | Q3 2021 | 6 |
Fosun International Ltd | 5 | 1 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 6 |
ENDEAVOUR CAPITAL ADVISORS INC | 6 | 6 | 0.37% | 2.29% | 6.30% | Q2 2020 | Q3 2021 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.10% | 0.19% | 0.33% | Q1 2021 | Q3 2023 | 6 |
LEE DANNER & BASS INC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 6 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.13% | 0.15% | 0.20% | Q4 2021 | Q1 2023 | 6 |
CenterBook Partners LP | 6 | 6 | 0.14% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Connacht Asset Management LP | 4 | 1 | 0.10% | 0.80% | 1.84% | Q4 2020 | Q2 2022 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.06% | 0.29% | 0.56% | Q4 2018 | Q3 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.16% | 0.29% | Q1 2014 | Q4 2016 | 6 |
EMERALD ADVISERS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
F3Logic, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.09% | 0.42% | 1.19% | Q1 2015 | Q3 2019 | 6 |
Connecticut Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 6 |
Scoria Capital Partners LP | 6 | 6 | 0.11% | 0.69% | 1.64% | Q4 2014 | Q1 2016 | 6 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 6 | 6 | 0.39% | 0.58% | 0.70% | Q2 2015 | Q3 2016 | 6 |
Polaris Wealth Advisory Group, LLC | 4 | 2 | 0.76% | 1.54% | 2.84% | Q1 2015 | Q1 2022 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BFSG, LLC | 4 | 2 | 0.10% | 0.12% | 0.15% | Q2 2017 | Q4 2019 | 6 |
Fiera Capital Corp | 5 | 1 | 0.00% | 0.17% | 0.24% | Q2 2016 | Q1 2020 | 6 |
Capital Research Global Investors | 4 | 2 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2021 | 6 |
ROYCE & ASSOCIATES LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Clearwater Capital Advisors, LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 6 |
North Reef Capital Management LP | 3 | 3 | 1.12% | 4.02% | 12.25% | Q4 2021 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Financial Advantage, Inc. | 6 | 6 | 2.35% | 2.58% | 2.86% | Q2 2022 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Santa Fe Partners LLC | 4 | 1 | 0.08% | 0.15% | 0.27% | Q3 2013 | Q3 2015 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.25% | 0.32% | 0.48% | Q2 2022 | Q3 2023 | 6 |
First National Bank of South Miami | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STRATEGY ASSET MANAGERS LLC | 6 | 6 | 0.25% | 0.32% | 0.64% | Q1 2019 | Q2 2020 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 6 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.08% | 0.40% | 1.38% | Q4 2019 | Q4 2022 | 6 |
Veracity Capital LLC | 6 | 6 | 0.06% | 0.11% | 0.17% | Q4 2020 | Q1 2022 | 6 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.20% | 0.57% | Q2 2018 | Q3 2021 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.15% | 0.60% | Q4 2020 | Q3 2023 | 6 |
Manchester Capital Management LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 6 |
WD RUTHERFORD LLC | 6 | 6 | 1.33% | 2.03% | 2.86% | Q4 2020 | Q1 2022 | 6 |
Sandy Spring Bank | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 6 |
Grandview Asset Management LLC | 5 | 1 | 0.04% | 0.45% | 0.58% | Q4 2018 | Q1 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FAGAN ASSOCIATES, INC. | 6 | 6 | 0.33% | 0.50% | 0.61% | Q1 2018 | Q2 2019 | 6 |
Ithaka Group | 6 | 6 | 1.01% | 1.16% | 1.35% | Q4 2019 | Q1 2021 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.38% | 0.54% | 0.79% | Q4 2019 | Q1 2021 | 6 |
Full18 Capital LLC | 6 | 6 | 1.96% | 3.49% | 5.50% | Q4 2020 | Q1 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Pallas Capital Advisors LLC | 6 | 6 | 0.09% | 0.14% | 0.19% | Q4 2021 | Q1 2023 | 6 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 6 | 6 | 0.26% | 0.38% | 0.77% | Q4 2019 | Q1 2021 | 6 |
STAMINA CAPITAL MANAGEMENT LP | 5 | 5 | 1.56% | 3.32% | 7.02% | Q3 2021 | Q3 2022 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.60% | 0.95% | 1.20% | Q4 2015 | Q1 2017 | 6 |
Teilinger Capital Ltd. | 4 | 2 | 0.67% | 2.69% | 5.75% | Q4 2021 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SIX COLUMNS CAPITAL, LP | 3 | 3 | 1.34% | 2.30% | 3.56% | Q4 2019 | Q2 2020 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Greenlight Capital | 6 | 6 | 2.09% | 3.59% | 4.43% | Q4 2021 | Q1 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Ascent Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
MENORA MIVTACHIM HOLDINGS LTD. | 6 | 6 | 1.11% | 1.60% | 2.01% | Q2 2018 | Q3 2019 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2021 | 6 |
Richard Bernstein Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
MILES CAPITAL, INC. | 5 | 1 | 0.16% | 0.37% | 0.55% | Q2 2015 | Q3 2018 | 6 |
Verity & Verity, LLC | 6 | 6 | 0.11% | 0.13% | 0.15% | Q3 2019 | Q4 2020 | 6 |
Synergy Asset Management, LLC | 3 | 3 | 0.06% | 1.42% | 3.00% | Q3 2021 | Q2 2023 | 6 |
Czech National Bank | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q4 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Optimal Asset Management, Inc. | 6 | 6 | 0.09% | 0.14% | 0.17% | Q2 2020 | Q3 2021 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Zions Bancorporation | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2018 | 6 |
Advisors Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.27% | 0.53% | 0.66% | Q1 2022 | Q3 2023 | 6 |
INTREPID CAPITAL MANAGEMENT INC | 6 | 6 | 0.93% | 3.13% | 5.64% | Q2 2013 | Q3 2014 | 6 |
Spark Investment Management LLC | 2 | 2 | 0.04% | 0.23% | 0.42% | Q2 2014 | Q4 2019 | 6 |
TOBAM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Compton Wealth Advisory Group, LLC | 5 | 1 | 0.07% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.16% | 0.23% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Caldera Capital, LLC | 5 | 1 | 0.92% | 6.77% | 17.62% | Q1 2018 | Q4 2019 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q1 2020 | 6 |
WESCAP Management Group, Inc. | 6 | 6 | 0.19% | 0.24% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Goodman Financial Corp | 6 | 6 | 2.49% | 2.75% | 3.14% | Q2 2022 | Q3 2023 | 6 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Lee Capital Asset Management LLC | 5 | 5 | 4.09% | 7.49% | 9.26% | Q4 2018 | Q4 2019 | 5 |
BARING ASSET MANAGEMENT Ltd | 5 | 5 | 0.13% | 0.44% | 0.81% | Q3 2014 | Q3 2015 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.01% | 0.20% | 0.48% | Q1 2022 | Q2 2023 | 5 |
Cider Mill Investments LP | 5 | 5 | 2.67% | 4.08% | 5.53% | Q1 2018 | Q1 2019 | 5 |
BRAUN STACEY ASSOCIATES INC | 5 | 5 | 0.52% | 0.71% | 1.03% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.30% | 0.51% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Century Capital Management, LLC | 5 | 5 | 0.20% | 0.38% | 0.54% | Q2 2016 | Q2 2017 | 5 |
Diametric Capital, LP | 5 | 5 | 0.16% | 0.25% | 0.36% | Q3 2021 | Q3 2022 | 5 |
CHIRON CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.13% | 0.18% | 0.31% | Q4 2021 | Q1 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 5 |
GAM SYSTEMATIC LLP | 4 | 1 | 0.12% | 0.18% | 0.33% | Q4 2014 | Q2 2016 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 6.10% | 6.88% | 7.43% | Q3 2022 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.18% | 0.20% | 0.21% | Q4 2019 | Q4 2020 | 5 |
Independence Advisors, LLC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2020 | 5 |
WEXFORD CAPITAL LP | 2 | 1 | 0.21% | 0.78% | 1.20% | Q2 2019 | Q4 2022 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Financial Avengers, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2022 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 5 | 5 | 2.43% | 6.00% | 9.46% | Q4 2019 | Q4 2020 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.54% | 0.62% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Requisite Capital Management, LLC | 5 | 5 | 0.16% | 0.16% | 0.17% | Q3 2019 | Q3 2020 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Norway Savings Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.15% | 0.16% | Q3 2016 | Q2 2018 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.06% | 0.23% | 0.37% | Q4 2020 | Q4 2021 | 5 |
MOODY LYNN & LIEBERSON, LLC | 3 | 2 | 0.11% | 0.48% | 0.84% | Q3 2015 | Q4 2019 | 5 |
PACES FERRY WEALTH ADVISORS, LLC | 5 | 5 | 0.24% | 0.31% | 0.39% | Q3 2020 | Q3 2021 | 5 |
WoodTrust Financial Corp | 5 | 5 | 0.14% | 0.19% | 0.21% | Q4 2021 | Q4 2022 | 5 |
Triangle Securities Wealth Management | 3 | 1 | 0.05% | 0.12% | 0.15% | Q2 2013 | Q3 2017 | 5 |
Polar Capital LLP | 4 | 1 | 0.12% | 0.43% | 0.64% | Q4 2013 | Q4 2019 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 5 |
Family Firm, Inc. | 5 | 5 | 0.19% | 0.23% | 0.33% | Q3 2022 | Q3 2023 | 5 |
LEWIS CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.26% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 5 |
ARISTOTLE FUND, L.P. | 5 | 5 | 7.85% | 10.32% | 12.86% | Q2 2013 | Q2 2014 | 5 |
BERKSHIRE CAPITAL HOLDINGS INC | 5 | 5 | 0.00% | 1.02% | 5.09% | Q4 2019 | Q4 2020 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.57% | 2.72% | 5.33% | Q3 2019 | Q3 2020 | 5 |
CONTINENTAL INVESTORS SERVICES, INC. | 3 | 2 | 0.45% | 0.60% | 0.67% | Q4 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Rock Point Advisors, LLC | 5 | 5 | 0.65% | 0.98% | 1.21% | Q3 2022 | Q3 2023 | 5 |
J. Goldman & Co LP | 3 | 1 | 0.04% | 0.17% | 0.36% | Q2 2015 | Q1 2023 | 5 |
Poehling Capital Management, INC. | 3 | 2 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q1 2022 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.19% | 0.20% | 0.21% | Q3 2015 | Q3 2016 | 5 |
Matrix Capital Management Company, LP | 5 | 5 | 0.79% | 4.62% | 5.81% | Q2 2020 | Q2 2021 | 5 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 5 | 0.17% | 0.44% | 0.56% | Q2 2020 | Q2 2021 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.58% | 1.74% | Q3 2020 | Q1 2022 | 5 |
SYCOMORE ASSET MANAGEMENT | 5 | 5 | 0.57% | 0.89% | 1.13% | Q3 2020 | Q3 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Crestline Management, LP | 4 | 1 | 0.08% | 0.42% | 0.53% | Q3 2017 | Q2 2020 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.19% | 0.30% | Q2 2019 | Q2 2020 | 5 |
Gryphon Financial Partners LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2019 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q1 2017 | 5 |
Westwind Capital | 5 | 5 | 3.15% | 3.41% | 3.68% | Q4 2017 | Q4 2018 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.41% | 0.49% | 0.53% | Q3 2020 | Q3 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.09% | 0.41% | Q4 2020 | Q3 2022 | 5 |
CALIFORNIA FIRST LEASING CORP | 5 | 5 | 1.39% | 1.77% | 2.38% | Q3 2022 | Q3 2023 | 5 |
JENSEN INVESTMENT MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.10% | 0.14% | 0.20% | Q1 2022 | Q1 2023 | 5 |
Parametrica Management Ltd | 1 | 1 | 0.16% | 0.67% | 1.54% | Q3 2014 | Q2 2021 | 5 |
SORA INVESTORS LLC | 5 | 5 | 2.17% | 3.08% | 4.35% | Q3 2022 | Q3 2023 | 5 |
IBERIABANK CORP | 4 | 1 | 0.04% | 0.18% | 0.73% | Q3 2018 | Q2 2020 | 5 |
WEIK CAPITAL MANAGEMENT | 5 | 5 | 0.11% | 0.19% | 0.24% | Q2 2020 | Q2 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.38% | 0.49% | 0.60% | Q2 2013 | Q2 2014 | 5 |
Matarin Capital Management, LLC | 5 | 5 | 0.23% | 0.46% | 0.59% | Q3 2015 | Q3 2016 | 5 |
Valentine Capital Asset Management, Inc. | 5 | 5 | 0.58% | 0.79% | 1.05% | Q4 2014 | Q4 2015 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.44% | 0.52% | 0.56% | Q4 2016 | Q4 2017 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2018 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.14% | 0.43% | Q3 2015 | Q1 2023 | 5 |
Partners Group Holding AG | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.06% | 0.33% | 0.58% | Q3 2022 | Q3 2023 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.43% | 0.81% | 1.43% | Q2 2020 | Q2 2021 | 5 |
55I, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
North Growth Management Ltd. | 3 | 2 | 1.63% | 2.13% | 2.73% | Q4 2021 | Q3 2023 | 5 |
LGL PARTNERS, LLC | 5 | 5 | 1.13% | 1.20% | 1.33% | Q2 2016 | Q2 2017 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q2 2018 | 5 |
GW HENSSLER & ASSOCIATES LTD | 4 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.20% | 0.36% | Q4 2020 | Q3 2023 | 5 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q4 2020 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.06% | 0.32% | 0.41% | Q4 2021 | Q4 2022 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.09% | Q1 2016 | Q2 2020 | 5 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.09% | 0.21% | Q1 2021 | Q1 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.54% | 0.75% | 1.22% | Q4 2021 | Q3 2022 | 4 |
ISTHMUS PARTNERS, LLC | 4 | 4 | 1.98% | 2.32% | 2.75% | Q4 2014 | Q3 2015 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.16% | 0.30% | 0.44% | Q4 2022 | Q3 2023 | 4 |
ADI CAPITAL MANAGEMENT LLC | 4 | 4 | 3.27% | 6.39% | 8.13% | Q1 2019 | Q4 2019 | 4 |
Arcus Capital Partners, LLC | 3 | 1 | 0.01% | 0.08% | 0.22% | Q4 2020 | Q4 2022 | 4 |
Invictus RG | 3 | 1 | 0.27% | 0.53% | 0.92% | Q4 2015 | Q2 2017 | 4 |
NEW YORK LIFE TRUST CO | 3 | 1 | 0.21% | 0.38% | 0.46% | Q1 2014 | Q2 2016 | 4 |
DAVIS CAPITAL PARTNERS, LLC | 4 | 4 | 2.44% | 5.78% | 7.36% | Q3 2021 | Q2 2022 | 4 |
Egerton Capital (UK) LLP | 4 | 4 | 3.18% | 3.54% | 4.50% | Q2 2020 | Q1 2021 | 4 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 4 |
CAMBIAR INVESTORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.00% | 0.22% | 0.44% | Q4 2015 | Q4 2021 | 4 |
RIVULET CAPITAL, LLC | 4 | 4 | 2.38% | 4.62% | 5.95% | Q4 2021 | Q3 2022 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Mosaic Family Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 4 |
Honeycomb Asset Management LP | 1 | 1 | 2.15% | 3.52% | 6.58% | Q1 2020 | Q1 2023 | 4 |
Souders Financial Advisors | 4 | 4 | 0.25% | 0.30% | 0.32% | Q1 2020 | Q4 2020 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
River Road Asset Management, LLC | 2 | 2 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Iowa State Bank | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2021 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 2.37% | 2.42% | 2.48% | Q3 2015 | Q2 2016 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q2 2022 | 4 |
ADVISORY RESEARCH INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
RB Capital Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q4 2021 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.25% | 0.55% | Q4 2017 | Q3 2018 | 4 |
BRC Investment Management LLC | 4 | 4 | 0.19% | 1.28% | 2.79% | Q4 2014 | Q3 2015 | 4 |
Nicholas Investment Partners, LP | 4 | 4 | 0.06% | 0.44% | 0.74% | Q4 2019 | Q3 2020 | 4 |
JAMES INVESTMENT RESEARCH INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 4 |
Day & Ennis, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2021 | 4 |
Anomaly Capital Management, LP | 4 | 4 | 1.40% | 2.33% | 3.62% | Q4 2021 | Q3 2022 | 4 |
CONTINENTAL ADVISORS LLC | 4 | 4 | 0.12% | 0.66% | 1.23% | Q4 2014 | Q3 2015 | 4 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.25% | 0.42% | 0.62% | Q2 2021 | Q1 2022 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2019 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.21% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.21% | 0.26% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.02% | 0.23% | 0.50% | Q2 2021 | Q4 2022 | 4 |
Mizuho Trust & Banking Co., Ltd. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Shinko Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q3 2019 | Q2 2020 | 4 |
Codex Capital, L.L.C. | 4 | 4 | 2.44% | 3.22% | 3.86% | Q3 2020 | Q2 2021 | 4 |
SG Capital Management LLC | 2 | 2 | 0.43% | 2.68% | 4.55% | Q2 2013 | Q3 2014 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 4 | 4 | 0.97% | 1.74% | 2.21% | Q4 2014 | Q3 2015 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 1 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q4 2017 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Morningstar Investment Services LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MU Investments Co., Ltd. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q2 2017 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.00% | 0.47% | 0.74% | Q3 2019 | Q3 2020 | 4 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 3 | 3 | 0.10% | 0.18% | 0.27% | Q3 2019 | Q1 2020 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.08% | 0.21% | 0.35% | Q2 2013 | Q4 2015 | 4 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
MENTA CAPITAL LLC | 2 | 1 | 0.15% | 0.33% | 0.50% | Q1 2014 | Q2 2016 | 4 |
NATIONAL PENN INVESTORS TRUST CO /PA | 4 | 4 | 0.23% | 0.24% | 0.26% | Q1 2014 | Q4 2014 | 4 |
Linscomb & Williams, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Distillate Capital Partners LLC | 2 | 1 | 0.77% | 1.48% | 3.44% | Q2 2021 | Q2 2023 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Talbot Financial, LLC | 4 | 4 | 0.65% | 0.72% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Virtus Fund Advisers, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Lee Capital Holdings LLC | 3 | 1 | 0.42% | 1.06% | 1.74% | Q3 2020 | Q4 2021 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.07% | 0.10% | 0.18% | Q4 2020 | Q3 2022 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Provenire Capital, LLC | 4 | 4 | 1.40% | 4.16% | 6.94% | Q4 2019 | Q3 2020 | 4 |
Oak Thistle LLC | 2 | 1 | 0.14% | 0.41% | 0.81% | Q1 2022 | Q3 2023 | 4 |
Barrier Capital Management, LLC | 4 | 4 | 5.74% | 7.86% | 9.93% | Q4 2021 | Q3 2022 | 4 |
LOEWS CORP | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q3 2022 | 4 |
BANK OF THE WEST | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q2 2020 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Wahed Invest LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
COMPASS FINANCIAL ADVISORS LLC | 2 | 1 | 0.24% | 0.41% | 0.62% | Q4 2021 | Q1 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Jupiter Investment Management Ltd | 3 | 1 | 0.01% | 0.14% | 0.31% | Q4 2013 | Q3 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.72% | 0.78% | 0.80% | Q3 2020 | Q2 2021 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
HST Ventures, LLC | 3 | 1 | 2.68% | 6.88% | 9.21% | Q4 2021 | Q1 2023 | 4 |
Activest Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
NICOLET ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.05% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Heartland Bank & Trust Co | 3 | 1 | 0.35% | 0.49% | 0.77% | Q4 2020 | Q3 2022 | 4 |
Arden Trust Co | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q2 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.01% | 1.19% | 2.28% | Q4 2019 | Q3 2020 | 4 |
Gunderson Capital Management Inc. | 3 | 1 | 3.32% | 3.75% | 4.30% | Q1 2019 | Q2 2020 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.25% | 0.36% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bradley Mark J. | 4 | 4 | 1.34% | 1.48% | 1.58% | Q2 2022 | Q1 2023 | 4 |
Paragon Advisors, LLC | 4 | 4 | 0.51% | 0.56% | 0.60% | Q4 2019 | Q3 2020 | 4 |
APOGEM CAPITAL LLC | 2 | 2 | 0.48% | 0.55% | 0.65% | Q3 2021 | Q3 2022 | 4 |
WAYCROSS PARTNERS, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
OneAscent Wealth Management LLC | 2 | 2 | 0.09% | 0.21% | 0.32% | Q4 2020 | Q2 2022 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.11% | 0.16% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.80% | 0.90% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.31% | 0.47% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.69% | 0.81% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2020 | 4 |
ABNER HERRMAN & BROCK LLC | 2 | 1 | 0.03% | 0.47% | 1.10% | Q1 2018 | Q3 2020 | 4 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.18% | 2.16% | 5.17% | Q2 2018 | Q3 2020 | 4 |
HighPoint Advisor Group LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2021 | 4 |
DELTA LLOYD NV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
BMT Investment Advisors | 3 | 3 | 1.42% | 1.49% | 1.58% | Q3 2019 | Q1 2020 | 3 |
Steadfast Capital Management (UK) Ltd. | 3 | 3 | 2.84% | 4.16% | 5.63% | Q3 2021 | Q1 2022 | 3 |
&PARTNERS | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q2 2021 | 3 |
MANA Advisors LLC | 1 | 1 | 1.03% | 7.71% | 20.58% | Q4 2019 | Q2 2021 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.28% | 0.32% | 0.40% | Q2 2019 | Q4 2019 | 3 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2016 | 3 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 3 | 3 | 0.16% | 0.18% | 0.21% | Q3 2020 | Q1 2021 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 1.07% | 1.42% | 1.82% | Q2 2019 | Q4 2019 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.50% | 0.52% | 0.53% | Q2 2019 | Q4 2019 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q2 2017 | 3 |
Mizuho Asset Management Co.,Ltd. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.24% | 0.39% | 0.54% | Q1 2023 | Q3 2023 | 3 |
STRYCKER VIEW CAPITAL LLC | 2 | 1 | 3.77% | 6.34% | 9.83% | Q3 2019 | Q2 2020 | 3 |
Pinnacle Wealth Planning Services, Inc. | 3 | 3 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q1 2021 | 3 |
APPLIED RESEARCH INVESTMENTS, LLC | 3 | 3 | 1.01% | 1.23% | 1.46% | Q2 2020 | Q4 2020 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.39% | 0.46% | 0.53% | Q2 2022 | Q4 2022 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.01% | 0.33% | 0.50% | Q4 2019 | Q3 2023 | 3 |
Frank, Rimerman Advisors LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Demars Financial Group, LLC | 3 | 3 | 0.28% | 0.47% | 0.56% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 1.10% | 1.17% | 1.21% | Q2 2019 | Q4 2019 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.23% | 0.32% | 0.36% | Q4 2019 | Q2 2020 | 3 |
TradeLink Global Equity LLC | 2 | 1 | 0.30% | 0.31% | 0.33% | Q1 2014 | Q4 2014 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 3 |
Analyst IMS Investment Management Services Ltd. | 3 | 3 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Corvex Management LP | 2 | 1 | 0.22% | 0.56% | 0.81% | Q2 2019 | Q1 2021 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Doyle Wealth Management | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 3 |
LUCUS ADVISORS LLC | 3 | 3 | 0.18% | 0.21% | 0.28% | Q4 2015 | Q2 2016 | 3 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 3 |
LRT Capital Management, LLC | 3 | 3 | 1.54% | 1.61% | 1.74% | Q1 2023 | Q3 2023 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.08% | 0.16% | Q2 2016 | Q1 2020 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q4 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BANK OF HAWAII | 3 | 3 | 0.04% | 0.10% | 0.14% | Q4 2015 | Q2 2016 | 3 |
Polianta Ltd | 3 | 3 | 0.54% | 0.56% | 0.57% | Q3 2021 | Q1 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Cupps Capital Management, LLC | 3 | 3 | 0.30% | 0.45% | 0.55% | Q1 2016 | Q3 2016 | 3 |
TCW GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.07% | 0.11% | Q3 2019 | Q1 2020 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.12% | 0.20% | 0.35% | Q3 2015 | Q2 2016 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MONETTA FINANCIAL SERVICES INC | 3 | 3 | 0.51% | 0.65% | 0.74% | Q1 2022 | Q3 2022 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.58% | 0.65% | 0.72% | Q2 2019 | Q1 2020 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.33% | 0.35% | 0.38% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q4 2019 | Q2 2020 | 3 |
Man Investments Ltd | 3 | 3 | 0.02% | 0.12% | 0.31% | Q3 2013 | Q1 2014 | 3 |
Schoolcraft Capital LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q4 2019 | 3 |
NWK Group, Inc. | 3 | 3 | 0.01% | 0.28% | 0.45% | Q4 2019 | Q2 2020 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 3 |
BOYAR ASSET MANAGEMENT INC. | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q1 2020 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Perpetual Ltd | 3 | 3 | 0.81% | 0.91% | 1.07% | Q1 2023 | Q3 2023 | 3 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 3 | 3 | 1.46% | 2.41% | 3.15% | Q2 2021 | Q4 2021 | 3 |
Piermont Capital Management Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2015 | Q1 2016 | 3 |
Airain ltd | 1 | 1 | 0.10% | 0.32% | 0.60% | Q2 2013 | Q1 2017 | 3 |
Steamboat Capital Partners, LLC | 3 | 3 | 2.85% | 3.15% | 3.36% | Q1 2020 | Q3 2020 | 3 |
RTD Financial Advisors, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.12% | 0.60% | 1.03% | Q4 2021 | Q2 2022 | 3 |
DoubleLine ETF Adviser LP | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
Sculptor Capital LP | 3 | 3 | 0.86% | 1.20% | 1.56% | Q1 2021 | Q3 2021 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.11% | 0.26% | Q1 2021 | Q1 2022 | 3 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.01% | 0.06% | 0.10% | Q3 2019 | Q4 2019 | 3 |
Camelot Portfolios, LLC | 2 | 1 | 0.12% | 0.18% | 0.25% | Q1 2022 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Circle Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 3 | 3 | 1.86% | 2.14% | 2.32% | Q2 2015 | Q4 2015 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 1.06% | 1.20% | 1.33% | Q4 2021 | Q2 2022 | 3 |
Hiddenite Capital Partners LP | 2 | 2 | 1.43% | 3.30% | 6.95% | Q2 2023 | Q3 2023 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.06% | 0.09% | Q2 2015 | Q4 2015 | 3 |
Jeneq Management LP | 2 | 1 | 8.19% | 11.68% | 16.36% | Q2 2020 | Q1 2021 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.17% | 0.35% | 0.46% | Q3 2019 | Q1 2020 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
PA Capital LLC | 3 | 3 | 0.75% | 0.79% | 0.83% | Q1 2020 | Q3 2020 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Watchman Group, Inc. | 2 | 1 | 0.12% | 0.17% | 0.26% | Q4 2019 | Q1 2022 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2017 | Q2 2018 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.17% | 0.31% | Q1 2020 | Q1 2023 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.25% | 0.72% | Q2 2020 | Q3 2023 | 3 |
Ariel Investments | 3 | 3 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2014 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.14% | 0.23% | Q2 2016 | Q2 2019 | 3 |
Charles Carroll Financial Partners, LLC | 3 | 3 | 0.27% | 0.28% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SALEM CAPITAL MANAGEMENT INC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2021 | Q3 2021 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
CITY HOLDING CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 3 | 3 | 1.16% | 3.71% | 5.22% | Q1 2021 | Q3 2021 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.04% | 0.35% | 0.94% | Q1 2014 | Q1 2017 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 0.68% | 1.20% | 1.57% | Q3 2019 | Q1 2020 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.05% | 0.06% | Q4 2015 | Q2 2023 | 3 |
MIROVA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2017 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
ICC CAPITAL MANAGEMENT INC/ | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Invenomic Capital Management LP | 3 | 3 | 1.20% | 1.21% | 1.22% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 3 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
L & S Advisors Inc | 2 | 2 | 0.20% | 0.24% | 0.29% | Q1 2020 | Q2 2020 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.02% | 2.77% | 3.53% | Q3 2013 | Q4 2019 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Leonetti & Associates, LLC | 2 | 2 | 1.60% | 1.63% | 1.66% | Q2 2016 | Q3 2016 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.06% | 0.13% | 0.21% | Q3 2019 | Q4 2019 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 2 |
S Squared Technology, LLC | 2 | 2 | 0.34% | 0.51% | 0.68% | Q2 2013 | Q3 2013 | 2 |
Winton Capital Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
Luxor Capital Group, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.18% | 0.36% | Q4 2015 | Q1 2018 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Edinburgh Partners | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Maple Capital Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
WMS Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Origin Asset Management LLP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.07% | 0.50% | 0.92% | Q2 2019 | Q4 2019 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q4 2013 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.61% | 0.65% | 0.70% | Q4 2020 | Q1 2021 | 2 |
PHH Investments, Ltd. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Overbrook Management Corp | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2020 | Q3 2020 | 2 |
BROADVIEW ADVISORS LLC | 2 | 2 | 0.93% | 0.97% | 1.02% | Q2 2013 | Q3 2013 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.01% | 0.10% | 0.18% | Q2 2016 | Q3 2016 | 2 |
Vulcan Value Partners, LLC | 2 | 2 | 1.03% | 1.05% | 1.07% | Q2 2013 | Q3 2013 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Index Management Solutions, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.25% | 0.42% | Q3 2015 | Q2 2020 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.42% | 0.70% | Q4 2019 | Q2 2020 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.17% | 0.57% | 0.96% | Q1 2019 | Q3 2019 | 2 |
Claar Advisors LLC | 2 | 2 | 0.06% | 0.15% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Parkwood LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Amica Retiree Medical Trust | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q2 2020 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.14% | 0.23% | 0.32% | Q2 2014 | Q3 2016 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 0.71% | 1.00% | 1.28% | Q4 2016 | Q1 2017 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.28% | 0.30% | 0.33% | Q3 2015 | Q4 2015 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q3 2020 | Q4 2020 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.60% | 0.81% | 1.01% | Q3 2015 | Q2 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Garelick Capital Partners, LP | 2 | 2 | 1.88% | 2.95% | 4.02% | Q3 2018 | Q4 2018 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.55% | 1.57% | 2.59% | Q1 2015 | Q2 2020 | 2 |
Alight Capital Management LP | 1 | 1 | 1.25% | 2.01% | 2.77% | Q3 2019 | Q1 2020 | 2 |
Oliver Luxxe Assets LLC | 2 | 2 | 0.82% | 0.91% | 1.00% | Q2 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q2 2019 | Q1 2020 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q2 2023 | 2 |
Syverson Strege & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.58% | 0.73% | 0.88% | Q2 2013 | Q3 2013 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 1.78% | 1.97% | 2.16% | Q1 2021 | Q2 2021 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q2 2023 | 2 |
Algebris (UK) Ltd | 1 | 1 | 1.15% | 1.45% | 1.74% | Q2 2021 | Q4 2021 | 2 |
Keeley-Teton Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2019 | Q2 2019 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ferris Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 1.85% | 2.22% | 2.59% | Q2 2023 | Q3 2023 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.23% | 0.34% | Q2 2021 | Q2 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.32% | 0.66% | 1.00% | Q4 2017 | Q4 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 2 |
Titus Wealth Management | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
INHERENT GROUP, LP | 1 | 1 | 1.61% | 2.11% | 2.61% | Q4 2021 | Q4 2021 | 2 |
Asset Advisors Investment Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2021 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q1 2022 | Q2 2022 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
MIK Capital, LP | 1 | 1 | 1.78% | 1.86% | 1.94% | Q4 2019 | Q3 2021 | 2 |
Triton Wealth Management, PLLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Key FInancial Inc | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 2 |
Marks Group Wealth Management, Inc | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.27% | 0.33% | 0.38% | Q2 2021 | Q3 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.16% | 0.40% | 0.64% | Q4 2021 | Q1 2022 | 2 |
KEYSTONE WEALTH PARTNERS | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Derbend Asset Management | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2021 | Q3 2021 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.25% | 0.50% | Q1 2022 | Q4 2022 | 2 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.20% | 0.40% | Q1 2022 | Q4 2022 | 2 |
Kercheville Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.14% | 0.25% | 0.36% | Q1 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Kula Investments, LLC | 2 | 2 | 0.06% | 0.22% | 0.37% | Q4 2022 | Q1 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 2 |
WorthPointe, LLC | 2 | 2 | 0.23% | 0.29% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GCM Grosvenor Holdings, LLC | 2 | 2 | 0.85% | 1.52% | 2.18% | Q2 2023 | Q3 2023 | 2 |
First National Advisers, LLC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.41% | 1.07% | 1.74% | Q2 2020 | Q4 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DEERE & CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q1 2018 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2015 | Q1 2016 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q1 2016 | 2 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 2 |
BBVA USA | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q3 2021 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2016 | Q3 2016 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
AMICA MUTUAL INSURANCE CO | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q1 2022 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 2 |
EDMP, INC. | 2 | 2 | 0.21% | 0.39% | 0.58% | Q2 2023 | Q3 2023 | 2 |
PAYDEN & RYGEL | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2021 | Q3 2021 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Platinum Management (NY) LLC | 1 | 1 | 0.34% | 1.03% | 1.71% | Q2 2013 | Q2 2014 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 2 | 0.28% | 0.40% | 0.52% | Q1 2019 | Q2 2019 | 2 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 2 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
PGGM Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Freedom Day Solutions, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Platform Technology Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Hickory Lane Capital Management LP | 1 | 1 | 5.10% | 5.10% | 5.10% | Q4 2020 | Q4 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Trybe Capital Management LP | 1 | 1 | 7.56% | 7.56% | 7.56% | Q4 2020 | Q4 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2021 | Q3 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2020 | Q3 2020 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2021 | Q4 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Force Hill Capital Management LP | 1 | 1 | 2.79% | 2.79% | 2.79% | Q2 2021 | Q2 2021 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2020 | Q3 2020 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2016 | Q1 2016 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2013 | Q2 2013 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Delta Investment Management, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2019 | Q3 2019 | 1 |
One Fin Capital Management LP | 1 | 1 | 5.07% | 5.07% | 5.07% | Q2 2020 | Q2 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sepio Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VISTA INVESTMENT MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Southside Capital, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2016 | Q1 2016 | 1 |
First Bancorp, Inc /ME/ | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
APPLETON GROUP, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2020 | Q1 2020 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2021 | Q2 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ARBOR CAPITAL MANAGEMENT LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2016 | Q2 2016 | 1 |
GMT CAPITAL CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gillson Capital LP | 1 | 1 | 2.35% | 2.35% | 2.35% | Q1 2023 | Q1 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2016 | Q3 2016 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
LA FINANCIERE DE L'ECHIQUIER | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2019 | Q3 2019 | 1 |
RAPTOR CAPITAL MANAGEMENT LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2014 | Q2 2014 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2020 | Q3 2020 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Sunriver Management LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2021 | Q3 2021 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
Central Square Management LLC | 1 | 1 | 7.34% | 7.34% | 7.34% | Q2 2013 | Q2 2013 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2021 | Q4 2021 | 1 |
Brightworth | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2015 | Q4 2015 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Versor Investments LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Scion Asset Management | 1 | 1 | 4.53% | 4.53% | 4.53% | Q1 2022 | Q1 2022 | 1 |
Governors Lane LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
GLG INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2022 | Q3 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SPHINX TRADING, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Park Avenue Institutional Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2021 | Q3 2021 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2018 | Q3 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2015 | Q2 2015 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2015 | Q4 2015 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2017 | Q3 2017 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2019 | Q3 2019 | 1 |
Scepter Holdings, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2016 | Q4 2016 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2020 | Q4 2020 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
King Wealth Management Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q4 2021 | Q4 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Tradeworx Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2021 | Q4 2021 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Perkins Investment Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
GEORGE KAISER FAMILY FOUNDATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Resource Planning Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2023 | Q2 2023 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2019 | Q3 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2019 | Q3 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Main Street Research LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
JOHN G ULLMAN & ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
PointState Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
AXON CAPITAL LP | 1 | 1 | 14.27% | 14.27% | 14.27% | Q2 2022 | Q2 2022 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Anson Funds Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
American Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Strong Tower Advisory Services | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
AM Squared Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sageworth Trust Co of South Dakota | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EMFO, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2013 | Q2 2013 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own GLOBAL PMTS INC or have owned GLOBAL PMTS INC in the past.