Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 126 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.27% | 2.45% | Q2 2013 | Q3 2023 | 125 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.11% | 0.60% | Q1 2012 | Q3 2023 | 123 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 122 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.23% | 1.64% | Q2 2013 | Q3 2023 | 121 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.10% | 0.53% | Q2 2013 | Q3 2023 | 120 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 115 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.17% | 0.64% | Q2 2013 | Q3 2023 | 110 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 108 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.09% | 0.30% | Q1 2013 | Q3 2023 | 105 |
CAPITAL FUND MANAGEMENT S.A. | 42 | 42 | 0.01% | 0.20% | 1.14% | Q2 2013 | Q3 2023 | 103 |
CAPSTONE INVESTMENT ADVISORS, LLC | 23 | 18 | 0.01% | 0.12% | 1.09% | Q2 2013 | Q3 2023 | 102 |
JANE STREET GROUP, LLC | 39 | 39 | 0.01% | 0.10% | 0.78% | Q1 2014 | Q3 2023 | 99 |
Citadel Advisors | 33 | 8 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 98 |
NOMURA HOLDINGS INC | 44 | 44 | 0.00% | 0.03% | 0.51% | Q4 2012 | Q3 2023 | 95 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.14% | 1.67% | Q4 2015 | Q3 2023 | 95 |
Laurion Capital Management LP | 19 | 5 | 0.00% | 0.47% | 3.88% | Q2 2013 | Q3 2023 | 94 |
Jefferies Group LLC | 32 | 2 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2022 | 91 |
MILLENNIUM MANAGEMENT LLC | 33 | 8 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 89 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.16% | 0.63% | Q2 2016 | Q3 2023 | 88 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.09% | 0.36% | Q3 2013 | Q3 2023 | 87 |
Paloma Partners Management Co | 20 | 1 | 0.00% | 0.10% | 0.56% | Q2 2013 | Q3 2023 | 87 |
Twin Tree Management, LP | 26 | 2 | 0.00% | 0.16% | 0.96% | Q4 2012 | Q3 2023 | 84 |
HAP Trading, LLC | 33 | 33 | 0.00% | 0.06% | 0.51% | Q2 2015 | Q2 2023 | 77 |
WOLVERINE ASSET MANAGEMENT LLC | 24 | 1 | 0.00% | 0.05% | 1.09% | Q2 2013 | Q3 2023 | 75 |
TWO SIGMA SECURITIES, LLC | 24 | 1 | 0.00% | 0.20% | 1.05% | Q4 2014 | Q3 2023 | 75 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 72 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 71 |
TWO SIGMA INVESTMENTS, LP | 30 | 1 | 0.00% | 0.04% | 0.36% | Q1 2015 | Q3 2023 | 70 |
CLEAR STREET MARKETS LLC | 17 | 9 | 0.00% | 0.26% | 1.70% | Q2 2013 | Q3 2023 | 69 |
CONTINENTAL ADVISORS LLC | 42 | 42 | 0.17% | 2.03% | 3.70% | Q2 2013 | Q3 2023 | 67 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.17% | 0.76% | Q3 2018 | Q3 2023 | 63 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 63 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 61 |
GLENMEDE TRUST CO NA | 44 | 2 | 0.02% | 0.21% | 0.95% | Q4 2006 | Q3 2023 | 61 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 60 |
Squarepoint Ops LLC | 22 | 9 | 0.00% | 0.13% | 0.54% | Q4 2015 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.02% | 0.18% | 0.99% | Q1 2009 | Q3 2023 | 59 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 59 |
Rehmann Capital Advisory Group | 43 | 15 | 0.04% | 0.18% | 1.13% | Q1 2009 | Q3 2023 | 58 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.29% | 2.15% | Q2 2013 | Q3 2023 | 57 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 0.58% | 1.38% | Q2 2016 | Q3 2023 | 55 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.12% | 0.56% | Q2 2013 | Q2 2018 | 55 |
Bank of New York Mellon Corp | 45 | 45 | 0.00% | 0.21% | 0.39% | Q3 2012 | Q3 2023 | 53 |
Jump Trading, LLC | 9 | 3 | 0.00% | 0.15% | 0.66% | Q2 2013 | Q1 2019 | 53 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 52 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.05% | 0.16% | Q1 2013 | Q3 2023 | 52 |
AMALGAMATED BANK | 52 | 52 | 0.17% | 0.33% | 0.92% | Q4 2010 | Q3 2023 | 52 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.01% | 0.12% | 0.53% | Q2 2014 | Q3 2023 | 51 |
CenterStar Asset Management, LLC | 18 | 1 | 0.00% | 0.25% | 1.80% | Q4 2017 | Q3 2022 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.09% | 0.26% | 0.97% | Q3 2011 | Q3 2023 | 49 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.03% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.14% | 0.21% | 0.27% | Q3 2011 | Q3 2023 | 49 |
Mirae Asset Global Investments Co., Ltd. | 42 | 2 | 0.02% | 0.26% | 5.28% | Q4 2008 | Q3 2023 | 49 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.06% | 0.26% | Q4 2013 | Q1 2018 | 48 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.21% | 0.31% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.13% | 0.24% | 0.44% | Q4 2011 | Q3 2023 | 48 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.16% | 1.06% | Q3 2014 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.17% | 0.42% | 0.77% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.04% | 0.18% | Q1 2012 | Q3 2023 | 47 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 47 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 46 |
MARSHALL WACE, LLP | 16 | 1 | 0.00% | 0.11% | 0.78% | Q2 2015 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 46 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.01% | 0.09% | 0.31% | Q1 2013 | Q3 2023 | 46 |
Capula Management Ltd | 18 | 18 | 0.01% | 0.30% | 1.31% | Q2 2019 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 46 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.07% | 0.44% | Q2 2013 | Q3 2023 | 45 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.08% | 0.37% | Q1 2013 | Q3 2023 | 45 |
DONALDSON CAPITAL MANAGEMENT, LLC | 44 | 44 | 0.06% | 0.16% | 0.49% | Q4 2012 | Q3 2023 | 44 |
West Family Investments, Inc. | 34 | 4 | 0.00% | 1.68% | 3.64% | Q2 2013 | Q1 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.02% | 0.25% | 0.68% | Q4 2012 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q1 2017 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.36% | Q4 2012 | Q3 2023 | 44 |
Calamos Advisors LLC | 42 | 42 | 0.04% | 0.29% | 0.76% | Q2 2013 | Q3 2023 | 44 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.38% | 1.74% | Q2 2013 | Q1 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.16% | 0.24% | 0.35% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.01% | 0.04% | 0.09% | Q4 2012 | Q3 2023 | 44 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.04% | 0.06% | 0.14% | Q4 2012 | Q2 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.07% | 0.15% | 0.30% | Q2 2013 | Q4 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.16% | 0.26% | 0.35% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.20% | 0.59% | Q4 2012 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q4 2023 | 43 |
CACTI ASSET MANAGEMENT LLC | 43 | 43 | 2.82% | 4.35% | 6.41% | Q2 2013 | Q4 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.04% | 0.08% | 0.13% | Q1 2013 | Q3 2023 | 43 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 43 |
CHEMUNG CANAL TRUST CO | 43 | 43 | 0.12% | 0.56% | 1.37% | Q2 2013 | Q4 2023 | 43 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 43 |
EXENCIAL WEALTH ADVISORS, LLC | 43 | 43 | 0.02% | 0.12% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.12% | 0.22% | 0.40% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.07% | 0.19% | 0.40% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.19% | 0.30% | 0.40% | Q1 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q4 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.06% | 0.13% | 0.33% | Q1 2013 | Q3 2023 | 43 |
Maj Invest Holding A/S | 43 | 43 | 0.00% | 5.03% | 8.47% | Q1 2013 | Q3 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.24% | 0.87% | 1.82% | Q2 2013 | Q4 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.06% | 0.33% | 1.07% | Q1 2013 | Q3 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 43 |
LS Investment Advisors, LLC | 42 | 42 | 0.01% | 0.37% | 1.54% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.08% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.00% | 0.49% | 1.24% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.16% | 0.32% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Private Wealth Partners, LLC | 42 | 42 | 0.80% | 1.75% | 2.93% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.25% | 0.39% | 0.58% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.05% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.06% | 0.20% | 0.72% | Q2 2013 | Q4 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.64% | 1.03% | 1.58% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.07% | 0.39% | 0.81% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.26% | 0.57% | 0.92% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.20% | 0.30% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.15% | 0.29% | 0.53% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.03% | 0.41% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 0.12% | 0.70% | 1.76% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.20% | 0.32% | 0.43% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.12% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.20% | 0.29% | 0.47% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 2.18% | 2.77% | 3.40% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.13% | 0.22% | 0.33% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.08% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.73% | 0.90% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.10% | 0.26% | 0.54% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 37 | 5 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.19% | 0.26% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.58% | 1.04% | 1.38% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.26% | 0.50% | 0.98% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.20% | 0.51% | 0.69% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.27% | 0.39% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.20% | 0.58% | 1.35% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST BANK | 42 | 42 | 0.47% | 0.92% | 1.29% | Q2 2013 | Q3 2023 | 42 |
BIRINYI ASSOCIATES INC | 42 | 42 | 0.63% | 1.88% | 2.85% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.21% | 0.29% | 0.42% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MARSHFIELD ASSOCIATES | 42 | 42 | 4.92% | 7.41% | 11.61% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.52% | 0.95% | 1.44% | Q2 2013 | Q3 2023 | 42 |
VALICENTI ADVISORY SERVICES INC | 42 | 42 | 0.39% | 1.53% | 3.10% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.23% | 0.33% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Ariel Investments | 42 | 42 | 0.06% | 0.33% | 0.95% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.21% | 0.33% | 0.45% | Q2 2013 | Q3 2023 | 42 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 42 | 42 | 1.35% | 2.81% | 3.54% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.23% | 0.30% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.18% | 1.77% | 2.90% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.03% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.18% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.54% | 0.86% | 1.44% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.17% | 0.29% | 0.76% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.12% | 0.36% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.25% | 0.40% | 0.58% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.02% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.13% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 42 |
EAGLE CAPITAL MANAGEMENT LLC | 42 | 42 | 1.84% | 3.25% | 5.32% | Q2 2013 | Q3 2023 | 42 |
BRAVE ASSET MANAGEMENT INC | 38 | 38 | 0.01% | 0.43% | 1.69% | Q2 2014 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.21% | 0.33% | 0.59% | Q2 2013 | Q3 2023 | 42 |
BARR E S & CO | 42 | 42 | 2.74% | 4.10% | 5.91% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.02% | 0.96% | 2.37% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.08% | 0.28% | 0.66% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.22% | 0.65% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.00% | 0.16% | 0.48% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.10% | 0.28% | 0.48% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.20% | 0.39% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.13% | 0.41% | 0.63% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.31% | 0.66% | 1.05% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.10% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.05% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.36% | 1.14% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.17% | 0.25% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.44% | 0.95% | 1.48% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Focused Investors LLC | 42 | 42 | 2.91% | 3.78% | 4.91% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.23% | 0.35% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Wallington Asset Management, LLC | 42 | 42 | 1.17% | 1.66% | 2.40% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.96% | 1.81% | 3.05% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.18% | 0.34% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.16% | 0.24% | 0.33% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.17% | 0.24% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.12% | 0.34% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
American Assets Investment Management, LLC | 42 | 42 | 0.59% | 1.54% | 2.68% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.14% | 0.26% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.16% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Palisades Hudson Asset Management, L.P. | 42 | 42 | 0.20% | 0.34% | 0.54% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.05% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.10% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.19% | 0.35% | 0.63% | Q2 2013 | Q3 2023 | 42 |
ClariVest Asset Management LLC | 42 | 42 | 0.00% | 0.26% | 1.20% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.23% | 0.35% | 0.48% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PZENA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.66% | 1.39% | 2.03% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.16% | 0.24% | 0.41% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.05% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.03% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Boston Partners | 42 | 42 | 0.15% | 0.52% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.06% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.23% | 0.33% | 0.44% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.17% | 0.34% | 0.61% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.10% | 0.19% | 0.31% | Q2 2012 | Q4 2022 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.12% | 0.31% | 0.73% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.06% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.12% | 0.58% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.57% | 0.84% | 1.13% | Q2 2013 | Q3 2023 | 42 |
HOURGLASS CAPITAL, LLC | 42 | 42 | 0.92% | 2.41% | 3.56% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.57% | 2.95% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.07% | 0.34% | 0.91% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.07% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.12% | 0.66% | 1.31% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.05% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Consolidated Investment Group LLC | 42 | 42 | 0.65% | 0.97% | 1.46% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.17% | 0.39% | 0.68% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.93% | 1.31% | 1.74% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.11% | 0.62% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Hartford Financial Management Inc. | 42 | 42 | 0.04% | 0.25% | 0.64% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.33% | 0.49% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.01% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.19% | 0.31% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Matthew 25 Management Corp | 42 | 42 | 5.06% | 11.31% | 17.62% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
YACKTMAN ASSET MANAGEMENT LP | 42 | 42 | 0.27% | 0.52% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Locust Wood Capital Advisers | 23 | 1 | 0.04% | 2.09% | 5.04% | Q2 2016 | Q4 2022 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.23% | 0.39% | 0.69% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.46% | 0.82% | 1.72% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.33% | 0.87% | 1.52% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CAPITAL INTERNATIONAL LTD /CA/ | 42 | 42 | 0.07% | 1.28% | 4.53% | Q2 2013 | Q3 2023 | 42 |
Calamos Wealth Management LLC | 42 | 42 | 0.07% | 0.63% | 1.00% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.14% | 0.67% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.11% | 0.62% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Janney Capital Management LLC | 42 | 42 | 0.00% | 0.65% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.06% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.19% | 0.29% | 0.40% | Q2 2013 | Q3 2023 | 42 |
CIM INVESTMENT MANAGEMENT INC | 42 | 42 | 0.19% | 0.40% | 0.80% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.06% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.37% | 0.71% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.04% | 0.37% | 1.27% | Q2 2013 | Q3 2023 | 42 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 42 | 42 | 1.81% | 2.25% | 2.95% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.04% | 0.19% | 0.60% | Q2 2013 | Q3 2023 | 42 |
BRAUN STACEY ASSOCIATES INC | 42 | 42 | 0.02% | 0.82% | 1.29% | Q2 2013 | Q3 2023 | 42 |
STERLING INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.66% | 1.91% | 2.96% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.11% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.25% | 0.68% | 0.97% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 1.21% | 1.95% | 3.02% | Q2 2013 | Q3 2023 | 42 |
Pacifica Capital Investments, LLC | 42 | 42 | 0.92% | 10.52% | 23.04% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.26% | 0.36% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Triangle Securities Wealth Management | 42 | 42 | 0.70% | 0.95% | 1.20% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.17% | 0.40% | 0.59% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.30% | 0.59% | 0.98% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.22% | 0.33% | 0.45% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.02% | 0.32% | 0.58% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.19% | 0.29% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.05% | 0.13% | 0.58% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.02% | 0.31% | 0.63% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 42 | 42 | 0.18% | 0.62% | 1.23% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.04% | 0.19% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 0.44% | 0.99% | 1.92% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.23% | 1.09% | Q2 2013 | Q3 2023 | 42 |
INDEPENDENT INVESTORS INC | 42 | 42 | 0.25% | 0.34% | 0.47% | Q2 2013 | Q3 2023 | 42 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 42 | 42 | 0.53% | 0.99% | 1.57% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.22% | 0.33% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.08% | 0.17% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.05% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.04% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.06% | 0.36% | 0.98% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.20% | 0.26% | 0.39% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.20% | 0.31% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.31% | 0.59% | 1.14% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.15% | 0.28% | 0.54% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.05% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.14% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 1.07% | 1.71% | 2.37% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.16% | 0.54% | 1.30% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.24% | 1.13% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.05% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 41 | 41 | 0.08% | 0.14% | 0.24% | Q3 2013 | Q3 2023 | 41 |
DUBUQUE BANK & TRUST CO | 41 | 41 | 0.00% | 0.29% | 0.79% | Q3 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.14% | 0.32% | 0.58% | Q2 2013 | Q2 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.07% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.17% | 0.24% | 0.32% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.06% | 0.26% | 0.68% | Q2 2013 | Q3 2023 | 41 |
COLONY GROUP LLC | 30 | 11 | 0.00% | 0.35% | 1.52% | Q2 2013 | Q3 2023 | 41 |
HENNESSY ADVISORS INC | 23 | 18 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Pinnacle Holdings, LLC | 41 | 41 | 0.53% | 1.40% | 2.07% | Q3 2013 | Q3 2023 | 41 |
NATIXIS | 28 | 13 | 0.01% | 1.23% | 8.32% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.34% | 0.55% | 0.87% | Q3 2013 | Q4 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 22 | 19 | 0.00% | 0.26% | 1.16% | Q2 2013 | Q3 2023 | 41 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 39 | 2 | 0.07% | 0.17% | 0.31% | Q2 2013 | Q3 2023 | 41 |
FIDUCIARY TRUST CO | 41 | 41 | 0.01% | 0.19% | 0.36% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.03% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 31 | 10 | 0.00% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 41 | 41 | 0.02% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 41 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 19 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 41 |
Citizens Business Bank | 41 | 41 | 0.14% | 0.46% | 0.89% | Q3 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.04% | 0.29% | 0.73% | Q3 2013 | Q3 2023 | 41 |
TWIN CAPITAL MANAGEMENT INC | 29 | 12 | 0.05% | 0.33% | 0.74% | Q2 2013 | Q3 2023 | 41 |
DUPONT CAPITAL MANAGEMENT CORP | 41 | 41 | 0.02% | 0.24% | 0.71% | Q2 2013 | Q2 2023 | 41 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 41 | 41 | 0.15% | 0.55% | 1.42% | Q3 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.08% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 41 |
Wharton Business Group, LLC | 27 | 14 | 0.09% | 0.74% | 2.09% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.19% | 0.43% | 0.88% | Q3 2013 | Q3 2023 | 41 |
Ballentine Partners, LLC | 41 | 41 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.06% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.23% | 0.35% | 0.46% | Q3 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 29 | 12 | 0.02% | 0.46% | 1.32% | Q2 2013 | Q3 2023 | 41 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.20% | 0.36% | 0.60% | Q3 2013 | Q3 2023 | 41 |
SPINNAKER TRUST | 29 | 12 | 0.03% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 38 | 1 | 0.04% | 0.23% | 0.50% | Q1 2013 | Q3 2023 | 41 |
K.J. Harrison & Partners Inc | 41 | 41 | 0.12% | 0.76% | 2.25% | Q2 2013 | Q2 2023 | 41 |
Greenwich Wealth Management LLC | 33 | 7 | 0.51% | 1.42% | 3.13% | Q2 2013 | Q3 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 40 | 40 | 1.87% | 2.54% | 3.28% | Q4 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 38 | 38 | 0.00% | 0.09% | 0.20% | Q2 2014 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.23% | 0.35% | 0.46% | Q3 2013 | Q3 2023 | 40 |
FineMark National Bank & Trust | 22 | 18 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.15% | 0.21% | 0.29% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.07% | 0.16% | 0.41% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 22 | 6 | 0.00% | 0.20% | 0.74% | Q2 2013 | Q3 2023 | 40 |
Foundry Partners, LLC | 40 | 40 | 0.54% | 1.01% | 1.54% | Q4 2013 | Q3 2023 | 40 |
Kistler-Tiffany Companies, LLC | 40 | 40 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q2 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.24% | 0.35% | 0.48% | Q4 2013 | Q3 2023 | 40 |
COMPTON CAPITAL MANAGEMENT INC /RI | 40 | 40 | 0.43% | 0.79% | 1.00% | Q2 2013 | Q1 2023 | 40 |
BRADLEY FOSTER & SARGENT INC/CT | 27 | 13 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
SUN LIFE FINANCIAL INC | 40 | 40 | 0.00% | 0.17% | 0.67% | Q2 2013 | Q1 2023 | 40 |
Capital Investment Advisors, LLC | 28 | 12 | 0.08% | 0.27% | 0.49% | Q4 2013 | Q4 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.06% | 0.17% | 0.32% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.02% | 0.21% | 0.50% | Q4 2013 | Q4 2023 | 40 |
EASTERN BANK | 27 | 13 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 40 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.04% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 40 |
ING GROEP NV | 38 | 1 | 0.00% | 1.14% | 6.71% | Q1 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.03% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 40 |
FIRST NATIONAL TRUST CO | 25 | 15 | 0.02% | 0.22% | 0.74% | Q2 2013 | Q3 2023 | 40 |
FIRST AMERICAN TRUST, FSB | 40 | 40 | 0.12% | 1.29% | 2.30% | Q2 2013 | Q1 2023 | 40 |
Ally Financial Inc. | 27 | 5 | 0.10% | 0.66% | 1.36% | Q2 2013 | Q3 2023 | 40 |
PITTENGER & ANDERSON INC | 40 | 40 | 0.04% | 0.42% | 0.79% | Q4 2013 | Q3 2023 | 40 |
Artisan Partners Limited Partnership | 40 | 40 | 0.06% | 0.11% | 0.16% | Q4 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 40 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q1 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.05% | 0.18% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 7 | 0.03% | 0.08% | 0.21% | Q3 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.16% | 0.45% | 0.84% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.22% | 0.32% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.09% | 0.33% | 0.71% | Q4 2013 | Q3 2023 | 40 |
BBR PARTNERS, LLC | 23 | 8 | 0.07% | 1.28% | 3.91% | Q2 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.43% | 0.66% | 1.30% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.01% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.16% | 0.76% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.06% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Centiva Capital, LP | 6 | 2 | 0.00% | 0.13% | 0.46% | Q4 2018 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
BANQUE PICTET & CIE SA | 33 | 6 | 0.00% | 0.21% | 0.73% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.08% | 0.26% | Q1 2014 | Q3 2023 | 39 |
Carmichael Hill & Associates, Inc. | 19 | 4 | 0.01% | 0.14% | 0.27% | Q4 2017 | Q3 2023 | 39 |
PARK CIRCLE Co | 39 | 39 | 1.65% | 2.80% | 4.44% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.19% | 0.30% | 0.45% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.04% | 0.73% | 1.16% | Q1 2014 | Q3 2023 | 39 |
Capital International, Inc./CA/ | 21 | 18 | 0.01% | 0.74% | 2.85% | Q2 2013 | Q3 2023 | 39 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 4 | 0.02% | 0.30% | 0.58% | Q2 2013 | Q2 2023 | 39 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.02% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Alpha Cubed Investments, LLC | 39 | 39 | 0.02% | 0.20% | 0.59% | Q4 2013 | Q2 2023 | 39 |
Roundview Capital LLC | 39 | 39 | 0.13% | 0.37% | 0.53% | Q1 2014 | Q3 2023 | 39 |
SEIZERT CAPITAL PARTNERS, LLC | 37 | 1 | 0.00% | 1.44% | 2.89% | Q2 2013 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 27 | 12 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 39 |
INVESTMENT HOUSE LLC | 39 | 39 | 0.02% | 0.08% | 0.23% | Q1 2014 | Q3 2023 | 39 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.32% | 0.58% | 0.88% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.47% | 0.59% | 0.75% | Q1 2014 | Q3 2023 | 39 |
Sandy Spring Bank | 39 | 39 | 0.00% | 0.21% | 0.60% | Q1 2014 | Q3 2023 | 39 |
TOMPKINS FINANCIAL CORP | 23 | 6 | 0.00% | 0.05% | 0.27% | Q4 2013 | Q4 2023 | 39 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 34 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.05% | 0.39% | 0.83% | Q2 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.17% | 0.31% | 0.50% | Q2 2014 | Q3 2023 | 38 |
RNC CAPITAL MANAGEMENT LLC | 34 | 1 | 0.01% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 38 |
Cornerstone Investment Partners, LLC | 26 | 12 | 0.01% | 0.69% | 2.50% | Q2 2013 | Q3 2023 | 38 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 38 | 38 | 0.16% | 0.81% | 1.08% | Q2 2014 | Q3 2023 | 38 |
GREENHAVEN ASSOCIATES INC | 38 | 38 | 6.86% | 13.64% | 29.32% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.13% | 0.26% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.31% | 0.62% | 0.95% | Q2 2013 | Q3 2022 | 38 |
VICTORY CAPITAL MANAGEMENT INC | 37 | 1 | 0.00% | 0.05% | 0.27% | Q3 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.32% | 0.50% | 0.66% | Q2 2013 | Q3 2022 | 38 |
LEE DANNER & BASS INC | 38 | 38 | 0.06% | 0.57% | 1.36% | Q2 2014 | Q3 2023 | 38 |
MOTCO | 25 | 13 | 0.00% | 0.04% | 0.52% | Q2 2013 | Q3 2023 | 38 |
Bank OZK | 38 | 38 | 0.08% | 0.22% | 0.43% | Q2 2014 | Q3 2023 | 38 |
Channing Capital Management, LLC | 20 | 18 | 0.16% | 0.32% | 0.47% | Q2 2013 | Q3 2023 | 38 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 38 | 38 | 0.38% | 1.56% | 2.70% | Q2 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.02% | 0.05% | 0.16% | Q2 2014 | Q3 2023 | 38 |
Lumbard & Kellner, LLC | 38 | 38 | 1.68% | 2.37% | 3.05% | Q2 2014 | Q3 2023 | 38 |
ST GERMAIN D J CO INC | 35 | 3 | 0.01% | 0.85% | 2.19% | Q2 2014 | Q4 2023 | 38 |
TRUIST FINANCIAL CORP | 35 | 3 | 0.01% | 0.13% | 0.40% | Q4 2013 | Q3 2023 | 38 |
GRAND JEAN CAPITAL MANAGEMENT INC | 27 | 11 | 0.32% | 2.64% | 5.19% | Q2 2013 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.69% | 1.03% | 1.78% | Q4 2013 | Q1 2023 | 38 |
Carnegie Capital Asset Management, LLC | 33 | 5 | 0.04% | 0.20% | 0.62% | Q2 2013 | Q3 2023 | 38 |
Chou Associates Management | 38 | 38 | 0.66% | 3.74% | 8.17% | Q2 2013 | Q3 2022 | 38 |
CORRADO ADVISORS, LLC | 16 | 1 | 0.14% | 0.65% | 1.64% | Q1 2012 | Q3 2023 | 38 |
BAXTER BROS INC | 30 | 8 | 0.38% | 1.07% | 1.72% | Q1 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 33 | 4 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.06% | 0.14% | 0.26% | Q2 2013 | Q2 2022 | 37 |
South Dakota Investment Council | 37 | 37 | 0.11% | 0.41% | 0.94% | Q3 2014 | Q3 2023 | 37 |
FAYEZ SAROFIM & CO | 23 | 14 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
Gotham Asset Management, LLC | 20 | 2 | 0.00% | 0.06% | 0.33% | Q3 2013 | Q3 2023 | 37 |
Hall Kathryn A. | 37 | 37 | 0.12% | 0.37% | 0.72% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.21% | 0.32% | 0.44% | Q3 2014 | Q3 2023 | 37 |
DAVIS CAPITAL PARTNERS, LLC | 37 | 37 | 1.92% | 3.22% | 7.09% | Q2 2013 | Q2 2022 | 37 |
Employees Retirement System of Texas | 37 | 37 | 0.04% | 0.20% | 0.63% | Q2 2013 | Q2 2022 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.09% | 0.30% | 0.50% | Q2 2013 | Q2 2022 | 37 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 17 | 0.04% | 0.20% | 1.02% | Q2 2013 | Q3 2023 | 37 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.07% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Leisure Capital Management | 36 | 36 | 0.37% | 0.53% | 0.74% | Q4 2014 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.12% | 0.56% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.20% | 0.33% | 0.45% | Q2 2013 | Q1 2022 | 36 |
BARINGS LLC | 36 | 36 | 0.01% | 0.12% | 0.39% | Q2 2013 | Q1 2022 | 36 |
SHELL ASSET MANAGEMENT CO | 33 | 3 | 0.00% | 0.19% | 0.46% | Q2 2013 | Q3 2022 | 36 |
PRUDENTIAL PLC | 27 | 1 | 0.00% | 0.45% | 0.77% | Q2 2013 | Q3 2023 | 36 |
IAT REINSURANCE CO LTD. | 36 | 36 | 0.11% | 4.76% | 7.57% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.00% | 0.05% | 1.09% | Q2 2013 | Q1 2022 | 36 |
Argent Trust Co | 36 | 36 | 0.10% | 0.22% | 0.30% | Q4 2014 | Q3 2023 | 36 |
BANK OF HAWAII | 18 | 2 | 0.02% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2023 | 36 |
PHILADELPHIA TRUST CO | 33 | 3 | 0.09% | 1.37% | 2.58% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.14% | 0.22% | 0.33% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.11% | 0.31% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.51% | 0.65% | 0.82% | Q2 2013 | Q1 2022 | 36 |
ACADIAN ASSET MANAGEMENT LLC | 24 | 2 | 0.00% | 0.07% | 0.64% | Q3 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.09% | 0.14% | 0.22% | Q2 2013 | Q1 2022 | 36 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.16% | 0.58% | Q4 2010 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Stanley Capital Management, LLC | 36 | 36 | 0.04% | 2.33% | 3.24% | Q4 2014 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.41% | 0.56% | 0.72% | Q2 2013 | Q1 2022 | 36 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 36 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.00% | 0.04% | 0.33% | Q1 2015 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.03% | 0.14% | 0.32% | Q1 2015 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 35 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 32 | 1 | 0.01% | 0.86% | 1.52% | Q2 2013 | Q2 2023 | 35 |
LAZARD ASSET MANAGEMENT LLC | 34 | 1 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q3 2023 | 35 |
Keel Point, LLC | 35 | 35 | 0.03% | 0.17% | 0.41% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.04% | 0.13% | 0.33% | Q1 2015 | Q3 2023 | 35 |
MARKSTON INTERNATIONAL LLC | 35 | 35 | 0.59% | 1.02% | 2.47% | Q2 2013 | Q4 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 35 |
Meiji Yasuda Life Insurance Co | 24 | 5 | 0.01% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.02% | 0.06% | 0.36% | Q1 2015 | Q3 2023 | 35 |
TOWER BRIDGE ADVISORS | 25 | 10 | 0.02% | 0.38% | 1.28% | Q4 2013 | Q1 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.97% | 2.27% | Q2 2013 | Q4 2021 | 35 |
Profit Investment Management, LLC | 27 | 8 | 0.14% | 0.63% | 1.99% | Q2 2013 | Q3 2023 | 35 |
XR Securities LLC | 7 | 2 | 0.00% | 0.15% | 0.57% | Q2 2018 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2021 | 35 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 23 | 12 | 0.97% | 1.91% | 3.53% | Q2 2013 | Q4 2022 | 35 |
Personal Capital Advisors Corp | 25 | 1 | 0.00% | 0.42% | 0.96% | Q4 2013 | Q4 2022 | 35 |
First Financial Bank - Trust Division | 35 | 35 | 0.08% | 0.48% | 0.92% | Q2 2015 | Q4 2023 | 35 |
ATWOOD & PALMER INC | 24 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
Pointe Capital Management LLC | 35 | 35 | 0.18% | 0.34% | 0.56% | Q1 2015 | Q3 2023 | 35 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 1.98% | 2.68% | 4.02% | Q2 2013 | Q3 2021 | 34 |
Tredje AP-fonden | 34 | 34 | 0.07% | 0.31% | 0.88% | Q2 2015 | Q3 2023 | 34 |
Baker Avenue Asset Management, LP | 22 | 12 | 0.18% | 0.50% | 1.07% | Q2 2013 | Q3 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.04% | 0.33% | 2.33% | Q2 2013 | Q3 2021 | 34 |
Nelson Capital Management, LLC | 23 | 11 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 34 |
CMT Asset Management Ltd | 10 | 7 | 0.01% | 0.91% | 4.51% | Q4 2012 | Q1 2017 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.07% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.08% | 0.30% | Q2 2015 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.16% | 0.29% | 0.45% | Q2 2013 | Q3 2021 | 34 |
Windsor Capital Management, LLC | 34 | 34 | 0.11% | 0.20% | 0.39% | Q2 2015 | Q3 2023 | 34 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 1 | 0.05% | 0.08% | 0.16% | Q3 2014 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.03% | 0.18% | Q4 2013 | Q1 2022 | 34 |
Lido Advisors, LLC | 28 | 28 | 0.00% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 34 |
LOWE BROCKENBROUGH & CO INC | 28 | 1 | 0.03% | 0.53% | 1.33% | Q3 2013 | Q3 2023 | 34 |
ADIRONDACK TRUST CO | 29 | 5 | 0.00% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 34 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
ZWJ INVESTMENT COUNSEL INC | 22 | 3 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2022 | 34 |
PineBridge Investments, L.P. | 28 | 1 | 0.00% | 0.34% | 1.42% | Q2 2013 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.22% | 0.29% | 0.37% | Q2 2013 | Q3 2021 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.13% | 0.22% | 0.37% | Q2 2013 | Q3 2021 | 34 |
DELPHI MANAGEMENT INC /MA/ | 27 | 1 | 0.22% | 1.07% | 1.59% | Q1 2013 | Q2 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.09% | 0.20% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q2 2021 | 33 |
BRIGHTON JONES LLC | 14 | 4 | 0.02% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 33 |
Strategic Advisors LLC | 32 | 1 | 0.13% | 0.60% | 1.29% | Q2 2015 | Q3 2023 | 33 |
Fiera Capital Corp | 31 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 33 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.02% | 0.36% | 1.89% | Q4 2016 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q4 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2022 | 33 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 33 | 33 | 0.57% | 0.99% | 1.64% | Q3 2015 | Q3 2023 | 33 |
BI Asset Management Fondsmaeglerselskab A/S | 22 | 11 | 0.07% | 1.27% | 4.02% | Q1 2014 | Q3 2023 | 33 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 5 | 0.03% | 0.40% | 2.04% | Q2 2013 | Q3 2023 | 33 |
DAVENPORT & Co LLC | 23 | 1 | 0.00% | 0.10% | 0.72% | Q2 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.14% | 0.34% | 0.48% | Q2 2013 | Q3 2023 | 33 |
Mariner, LLC | 17 | 15 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.07% | 0.39% | Q2 2013 | Q2 2021 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.02% | 0.22% | 0.81% | Q4 2012 | Q1 2021 | 33 |
CIBC WORLD MARKETS CORP | 30 | 3 | 0.16% | 1.17% | 8.83% | Q2 2015 | Q3 2023 | 33 |
Montecito Bank & Trust | 33 | 33 | 0.11% | 0.16% | 0.22% | Q4 2015 | Q4 2023 | 33 |
BP PLC | 33 | 33 | 0.10% | 0.30% | 0.51% | Q2 2013 | Q2 2021 | 33 |
PGGM Investments | 16 | 2 | 0.00% | 0.11% | 0.34% | Q1 2013 | Q3 2023 | 33 |
FIRST MIDWEST BANK TRUST DIVISION | 20 | 13 | 0.03% | 0.19% | 0.60% | Q2 2013 | Q4 2021 | 33 |
First American Bank | 20 | 4 | 0.45% | 0.86% | 1.26% | Q2 2013 | Q4 2021 | 33 |
Voya Financial Advisors, Inc. | 25 | 7 | 0.02% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 32 |
FIRST MERCANTILE TRUST CO | 19 | 3 | 0.01% | 0.27% | 0.76% | Q2 2013 | Q3 2021 | 32 |
QCI ASSET MANAGEMENT INC/NY | 26 | 6 | 0.00% | 1.41% | 2.10% | Q2 2013 | Q3 2021 | 32 |
FIRST INTERSTATE BANK | 22 | 10 | 0.01% | 0.40% | 1.14% | Q3 2015 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.65% | 0.83% | 1.03% | Q2 2013 | Q1 2021 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q1 2023 | 32 |
Kiltearn Partners LLP | 32 | 32 | 1.50% | 7.79% | 13.39% | Q4 2013 | Q3 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.08% | 0.19% | 0.55% | Q4 2015 | Q3 2023 | 32 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 25 | 7 | 0.00% | 0.05% | 0.33% | Q2 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.19% | 0.35% | 0.57% | Q2 2013 | Q4 2023 | 32 |
GAMBLE JONES INVESTMENT COUNSEL | 31 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2021 | 32 |
LEVIN CAPITAL STRATEGIES, L.P. | 28 | 1 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 32 |
PORTLAND INVESTMENT COUNSEL INC. | 12 | 10 | 0.23% | 2.20% | 11.51% | Q2 2014 | Q2 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 1.23% | 3.35% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.18% | 0.29% | 0.42% | Q4 2015 | Q3 2023 | 32 |
Vigilant Capital Management, LLC | 25 | 7 | 0.00% | 0.42% | 1.89% | Q2 2013 | Q2 2023 | 32 |
MCF Advisors LLC | 15 | 7 | 0.00% | 0.02% | 0.08% | Q4 2011 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.00% | 0.69% | 1.71% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2023 | 32 |
Palouse Capital Management, Inc. | 32 | 32 | 0.49% | 0.92% | 3.28% | Q4 2015 | Q3 2023 | 32 |
Proficio Capital Partners LLC | 32 | 32 | 0.06% | 0.56% | 1.26% | Q4 2015 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 28 | 4 | 0.05% | 0.17% | 0.35% | Q4 2013 | Q4 2021 | 32 |
Tortoise Investment Management, LLC | 13 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.11% | 0.17% | 0.30% | Q1 2016 | Q4 2023 | 32 |
Alexandria Capital, LLC | 27 | 5 | 0.00% | 0.96% | 2.00% | Q2 2013 | Q3 2021 | 32 |
Interval Partners, LP | 13 | 1 | 0.08% | 0.31% | 1.18% | Q3 2014 | Q3 2023 | 32 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 32 | 32 | 0.38% | 0.48% | 0.62% | Q2 2013 | Q1 2021 | 32 |
WOODMONT INVESTMENT COUNSEL LLC | 22 | 2 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q2 2023 | 32 |
Adams Asset Advisors, LLC | 19 | 13 | 0.03% | 0.59% | 2.36% | Q3 2015 | Q3 2023 | 32 |
CWM, LLC | 21 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 32 |
FRED ALGER MANAGEMENT, LLC | 25 | 7 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q4 2021 | 32 |
SECOR Capital Advisors, LP | 14 | 14 | 0.02% | 0.36% | 0.83% | Q4 2015 | Q1 2019 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.11% | 0.22% | 0.33% | Q2 2013 | Q4 2020 | 31 |
Connor, Clark & Lunn Investment Management Ltd. | 17 | 1 | 0.00% | 0.07% | 0.20% | Q1 2014 | Q3 2023 | 31 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 22 | 3 | 0.09% | 0.10% | 0.13% | Q2 2013 | Q3 2021 | 31 |
Markel Corporation | 31 | 31 | 0.02% | 0.88% | 1.65% | Q1 2016 | Q3 2023 | 31 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.14% | 0.49% | Q2 2016 | Q1 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.05% | 0.12% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Sheaff Brock Investment Advisors, LLC | 17 | 14 | 0.02% | 0.18% | 0.78% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.14% | 0.27% | 0.45% | Q1 2016 | Q3 2023 | 31 |
IPG Investment Advisors LLC | 30 | 1 | 0.09% | 0.29% | 0.82% | Q4 2015 | Q3 2023 | 31 |
DSC Advisors, L.P. | 13 | 1 | 0.00% | 2.61% | 8.64% | Q2 2013 | Q3 2022 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.02% | 0.15% | 0.38% | Q4 2013 | Q3 2023 | 31 |
DIKER MANAGEMENT LLC | 18 | 1 | 0.04% | 0.14% | 0.28% | Q3 2014 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q4 2023 | 31 |
MAI Capital Management | 26 | 26 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 31 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 28 | 3 | 0.09% | 0.19% | 0.30% | Q4 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.03% | 0.16% | 0.28% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.07% | 0.37% | Q1 2016 | Q3 2023 | 31 |
Capital International Sarl | 18 | 2 | 0.01% | 1.26% | 3.58% | Q2 2013 | Q3 2023 | 31 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 30 | 1 | 0.02% | 2.74% | 4.99% | Q4 2015 | Q3 2023 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.08% | 0.16% | 0.33% | Q2 2013 | Q1 2021 | 31 |
Douglass Winthrop Advisors, LLC | 31 | 31 | 0.01% | 0.07% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.15% | 0.23% | 0.32% | Q2 2013 | Q4 2020 | 31 |
Bank Pictet & Cie (Europe) AG | 18 | 3 | 0.02% | 0.30% | 1.06% | Q4 2013 | Q4 2022 | 31 |
ALLSTATE CORP | 14 | 1 | 0.01% | 0.12% | 0.60% | Q4 2013 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.04% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 12 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 31 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 14 | 1 | 0.03% | 0.35% | 0.59% | Q3 2006 | Q4 2019 | 31 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
BURKE & HERBERT BANK & TRUST CO | 30 | 30 | 0.19% | 0.49% | 0.79% | Q2 2016 | Q3 2023 | 30 |
Northeast Financial Consultants Inc | 30 | 30 | 0.10% | 0.30% | 0.73% | Q2 2016 | Q3 2023 | 30 |
SENTINEL TRUST CO LBA | 23 | 7 | 0.03% | 0.84% | 2.10% | Q2 2013 | Q2 2022 | 30 |
DAVIS SELECTED ADVISERS | 30 | 30 | 0.07% | 0.22% | 0.54% | Q2 2013 | Q3 2020 | 30 |
Chicago Partners Investment Group LLC | 11 | 4 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 30 |
RPG Investment Advisory, LLC | 30 | 30 | 0.89% | 1.68% | 3.02% | Q2 2016 | Q3 2023 | 30 |
Glassman Wealth Services | 29 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 30 |
KING LUTHER CAPITAL MANAGEMENT CORP | 29 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 30 |
Capital International Investors | 30 | 30 | 0.06% | 0.60% | 1.34% | Q2 2013 | Q3 2020 | 30 |
Choate Investment Advisors | 19 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 30 |
Westover Capital Advisors, LLC | 30 | 30 | 0.32% | 1.20% | 2.32% | Q2 2016 | Q3 2023 | 30 |
Diligent Investors, LLC | 30 | 30 | 0.20% | 0.30% | 0.45% | Q2 2016 | Q3 2023 | 30 |
KELLEHER FINANCIAL ADVISORS | 18 | 12 | 0.16% | 0.51% | 1.45% | Q1 2016 | Q3 2023 | 30 |
BALASA DINVERNO & FOLTZ LLC | 12 | 4 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 30 |
MUFG Securities EMEA plc | 25 | 25 | 0.00% | 0.26% | 1.39% | Q3 2017 | Q3 2023 | 30 |
EDGAR LOMAX CO/VA | 15 | 4 | 0.02% | 1.31% | 2.44% | Q2 2013 | Q3 2023 | 30 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q3 2020 | 30 |
Dorsey & Whitney Trust CO LLC | 30 | 30 | 0.06% | 0.10% | 0.18% | Q2 2016 | Q3 2023 | 30 |
Orca Investment Management, LLC | 18 | 12 | 0.40% | 0.62% | 0.88% | Q2 2015 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.16% | 0.33% | 0.62% | Q2 2016 | Q3 2023 | 30 |
Donald Smith & Co. | 30 | 30 | 0.24% | 0.72% | 1.68% | Q2 2016 | Q3 2023 | 30 |
QVT Financial LP | 20 | 10 | 0.45% | 1.34% | 5.38% | Q3 2015 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.09% | 0.11% | 0.16% | Q2 2013 | Q3 2020 | 30 |
Sigma Planning Corp | 28 | 1 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 30 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 28 | 2 | 0.00% | 0.80% | 1.37% | Q2 2015 | Q3 2023 | 30 |
Cetera Advisors LLC | 30 | 30 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
D L CARLSON INVESTMENT GROUP INC | 29 | 29 | 0.57% | 1.06% | 1.76% | Q2 2013 | Q2 2020 | 29 |
Glenview Trust Co | 28 | 1 | 0.03% | 0.50% | 0.91% | Q4 2015 | Q3 2023 | 29 |
Winch Advisory Services, LLC | 14 | 1 | 0.00% | 0.08% | 0.55% | Q4 2015 | Q3 2023 | 29 |
GREENLEAF TRUST | 29 | 29 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
QCM Cayman, Ltd. | 7 | 1 | 0.07% | 0.59% | 2.55% | Q2 2013 | Q2 2023 | 29 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 29 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 16 | 3 | 0.02% | 0.10% | 0.31% | Q2 2013 | Q1 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Cetera Investment Advisers | 13 | 4 | 0.02% | 0.15% | 0.41% | Q4 2015 | Q3 2023 | 29 |
Prospera Financial Services Inc | 18 | 4 | 0.04% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 29 |
Overbrook Management Corp | 29 | 29 | 0.13% | 1.77% | 4.29% | Q3 2016 | Q3 2023 | 29 |
Schonfeld Strategic Advisors LLC | 15 | 1 | 0.00% | 0.18% | 0.83% | Q1 2016 | Q3 2023 | 29 |
Cordasco Financial Network | 22 | 1 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q2 2022 | 29 |
Field & Main Bank | 14 | 4 | 0.65% | 1.10% | 1.52% | Q4 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.09% | 0.29% | Q4 2013 | Q4 2020 | 29 |
ProVise Management Group, LLC | 29 | 29 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q4 2022 | 29 |
Convergence Investment Partners, LLC | 12 | 1 | 0.02% | 0.37% | 1.25% | Q2 2013 | Q3 2023 | 29 |
Parsec Financial Management, Inc. | 22 | 7 | 0.02% | 0.25% | 0.67% | Q4 2013 | Q1 2023 | 29 |
MATRIX ASSET ADVISORS INC/NY | 28 | 1 | 0.03% | 1.44% | 2.30% | Q2 2015 | Q3 2023 | 29 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.15% | 0.67% | Q4 2014 | Q3 2022 | 29 |
Welch Group, LLC | 29 | 29 | 0.03% | 0.12% | 0.26% | Q3 2016 | Q3 2023 | 29 |
KLINGENSTEIN FIELDS & CO LP | 28 | 28 | 0.00% | 0.80% | 1.64% | Q4 2016 | Q3 2023 | 29 |
WINTON GROUP Ltd | 10 | 1 | 0.02% | 0.29% | 1.02% | Q2 2014 | Q2 2023 | 29 |
Edge Wealth Management LLC | 25 | 4 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2022 | 29 |
TEGEAN CAPITAL MANAGEMENT, LLC | 7 | 1 | 1.29% | 10.88% | 28.39% | Q2 2013 | Q1 2023 | 29 |
BAMCO INC /NY/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
AMG National Trust Bank | 29 | 29 | 0.13% | 0.19% | 0.28% | Q2 2013 | Q2 2020 | 29 |
InterOcean Capital, LLC | 29 | 29 | 0.90% | 1.64% | 2.81% | Q2 2013 | Q2 2020 | 29 |
NEXT Financial Group, Inc | 14 | 6 | 0.02% | 0.06% | 0.18% | Q2 2014 | Q4 2021 | 29 |
CNA FINANCIAL CORP | 28 | 28 | 0.29% | 0.77% | 1.97% | Q2 2013 | Q1 2020 | 28 |
BRINKER CAPITAL INC | 19 | 9 | 0.03% | 0.09% | 0.55% | Q2 2013 | Q2 2020 | 28 |
Artal Group S.A. | 9 | 2 | 0.21% | 1.97% | 8.78% | Q2 2013 | Q3 2020 | 28 |
MARTIN & CO INC /TN/ | 28 | 28 | 0.34% | 0.64% | 0.94% | Q2 2013 | Q1 2020 | 28 |
FIRST HAWAIIAN BANK | 21 | 7 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 28 |
Waldron Private Wealth LLC | 14 | 1 | 0.02% | 0.07% | 0.21% | Q4 2013 | Q3 2023 | 28 |
VAN ECK ASSOCIATES CORP | 22 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.12% | 0.25% | 0.60% | Q4 2016 | Q3 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 3 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q4 2022 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.38% | 0.98% | 1.46% | Q4 2016 | Q3 2023 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.00% | 0.02% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.05% | 0.66% | 1.95% | Q4 2016 | Q3 2023 | 28 |
Krilogy Financial LLC | 12 | 1 | 0.02% | 0.08% | 0.44% | Q3 2015 | Q1 2023 | 28 |
WADDELL & REED FINANCIAL INC | 22 | 6 | 0.02% | 0.30% | 0.80% | Q2 2013 | Q1 2021 | 28 |
SHAPIRO CAPITAL MANAGEMENT LLC | 23 | 5 | 0.01% | 0.04% | 0.15% | Q2 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.55% | 1.02% | 1.66% | Q4 2016 | Q3 2023 | 28 |
WADE G W & INC | 16 | 12 | 0.03% | 0.12% | 0.70% | Q4 2014 | Q3 2023 | 28 |
Circle Wealth Management, LLC | 28 | 28 | 0.22% | 2.32% | 5.74% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.23% | 0.32% | 0.54% | Q4 2016 | Q3 2023 | 28 |
FIL Ltd | 14 | 4 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 28 |
Truvvo Partners LLC | 28 | 28 | 1.98% | 7.94% | 28.09% | Q4 2015 | Q3 2022 | 28 |
Transamerica Financial Advisors, Inc. | 14 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 28 |
Point View Wealth Management, Inc. | 22 | 6 | 0.20% | 0.46% | 0.90% | Q4 2013 | Q4 2020 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 1.05% | 1.33% | 1.80% | Q4 2016 | Q3 2023 | 28 |
EXCALIBUR MANAGEMENT CORP | 28 | 28 | 0.37% | 0.81% | 1.03% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 0.07% | 0.18% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.13% | 0.18% | 0.27% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.13% | 0.36% | Q4 2016 | Q3 2023 | 28 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 28 | 28 | 0.29% | 1.02% | 2.68% | Q4 2016 | Q3 2023 | 28 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 28 | 28 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2020 | 28 |
Virtu Financial LLC | 11 | 1 | 0.02% | 0.17% | 0.56% | Q3 2013 | Q2 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.11% | 0.23% | 0.56% | Q4 2016 | Q3 2023 | 28 |
Penserra Capital Management LLC | 28 | 28 | 0.00% | 0.71% | 2.80% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.16% | 0.38% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.09% | 0.19% | 0.28% | Q4 2014 | Q3 2021 | 28 |
State of Alaska, Department of Revenue | 27 | 1 | 0.02% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q3 2023 | 28 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13 | 2 | 0.21% | 0.34% | 0.67% | Q4 2014 | Q3 2023 | 28 |
SNOW CAPITAL MANAGEMENT LP | 15 | 13 | 0.08% | 0.28% | 1.02% | Q2 2013 | Q2 2021 | 28 |
Mechanics Bank Trust Department | 28 | 28 | 0.07% | 0.17% | 0.32% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.03% | 0.23% | 0.48% | Q2 2013 | Q1 2020 | 28 |
Artemis Investment Management LLP | 21 | 7 | 0.01% | 0.41% | 1.64% | Q3 2014 | Q2 2022 | 28 |
Ascent Wealth Partners, LLC | 21 | 7 | 0.11% | 0.32% | 0.50% | Q4 2014 | Q3 2023 | 28 |
CHECK CAPITAL MANAGEMENT INC/CA | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Scott & Selber, Inc. | 13 | 4 | 0.66% | 1.38% | 2.57% | Q4 2014 | Q3 2023 | 28 |
GUARDIAN CAPITAL ADVISORS LP | 14 | 2 | 0.03% | 0.15% | 0.31% | Q3 2013 | Q4 2022 | 28 |
Permit Capital, LLC | 28 | 28 | 0.20% | 2.81% | 5.04% | Q2 2013 | Q1 2020 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.31% | 0.81% | 1.12% | Q4 2016 | Q3 2023 | 28 |
Birch Hill Investment Advisors LLC | 10 | 8 | 0.02% | 0.60% | 1.87% | Q2 2013 | Q1 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.00% | 0.16% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Psagot Value Holdings Ltd. | 28 | 28 | 0.00% | 0.10% | 0.34% | Q4 2014 | Q3 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Frontier Wealth Management LLC | 17 | 2 | 0.00% | 0.15% | 0.54% | Q4 2014 | Q2 2022 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.41% | 0.54% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Laffer Tengler Investments, Inc. | 16 | 4 | 0.06% | 0.87% | 1.54% | Q2 2015 | Q3 2023 | 28 |
HOWARD CAPITAL MANAGEMENT | 28 | 28 | 0.70% | 2.03% | 2.74% | Q1 2013 | Q4 2019 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.14% | 0.24% | 0.36% | Q4 2016 | Q3 2023 | 28 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 28 | 28 | 1.22% | 1.69% | 2.30% | Q2 2013 | Q1 2020 | 28 |
FIDUCIARY TRUST INTERNATIONAL LLC | 28 | 28 | 0.14% | 0.33% | 0.69% | Q2 2013 | Q1 2020 | 28 |
Cable Hill Partners, LLC | 18 | 10 | 0.01% | 0.05% | 0.20% | Q4 2014 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.03% | 0.08% | 0.46% | Q2 2013 | Q1 2020 | 28 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 28 | 28 | 0.17% | 0.22% | 0.32% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.03% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.04% | 0.17% | 0.32% | Q3 2013 | Q2 2020 | 27 |
Achmea Investment Management B.V. | 27 | 27 | 0.12% | 0.29% | 0.74% | Q1 2017 | Q3 2023 | 27 |
CS MCKEE LP | 27 | 27 | 1.48% | 1.74% | 2.06% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 27 |
GOFEN & GLOSSBERG LLC /IL/ | 23 | 4 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 27 |
Marathon Trading Investment Management LLC | 12 | 1 | 0.01% | 0.15% | 1.03% | Q4 2012 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2019 | 27 |
AMICA MUTUAL INSURANCE CO | 27 | 27 | 0.25% | 0.67% | 1.42% | Q2 2013 | Q4 2019 | 27 |
Heritage Trust Co | 27 | 27 | 0.18% | 0.26% | 0.34% | Q1 2017 | Q3 2023 | 27 |
ZEKE CAPITAL ADVISORS, LLC | 25 | 2 | 0.04% | 0.25% | 0.91% | Q4 2014 | Q4 2022 | 27 |
CYPRESS ASSET MANAGEMENT INC/TX | 27 | 27 | 0.13% | 0.55% | 1.34% | Q4 2016 | Q2 2023 | 27 |
Perigon Wealth Management, LLC | 15 | 1 | 0.00% | 0.09% | 0.22% | Q3 2011 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2019 | 27 |
International Value Advisers | 27 | 27 | 0.60% | 2.12% | 5.55% | Q2 2013 | Q4 2019 | 27 |
EXANE DERIVATIVES | 27 | 27 | 0.00% | 0.05% | 0.23% | Q4 2015 | Q2 2022 | 27 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 3 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 27 |
Perkins Coie Trust Co | 26 | 1 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.04% | 0.25% | 0.50% | Q1 2017 | Q3 2023 | 27 |
PICTET BANK & TRUST Ltd | 21 | 1 | 0.11% | 1.04% | 1.87% | Q4 2013 | Q2 2022 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q2 2020 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.03% | 0.26% | 1.38% | Q4 2016 | Q2 2023 | 27 |
Meridian Wealth Management, LLC | 14 | 13 | 0.03% | 0.33% | 2.15% | Q4 2016 | Q3 2023 | 27 |
Formidable Asset Management, LLC | 14 | 1 | 0.01% | 0.09% | 0.13% | Q3 2013 | Q3 2023 | 27 |
HYMAN CHARLES D | 27 | 27 | 0.03% | 0.48% | 1.03% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.26% | 0.41% | 0.71% | Q2 2013 | Q4 2019 | 27 |
New Jersey Better Educational Savings Trust | 12 | 1 | 0.23% | 0.51% | 0.81% | Q1 2014 | Q3 2023 | 27 |
PALISADE CAPITAL MANAGEMENT, LP | 27 | 27 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Sky Investment Group LLC | 14 | 13 | 0.06% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Swedbank | 25 | 1 | 0.35% | 0.64% | 0.94% | Q1 2014 | Q4 2020 | 26 |
Berkshire Hathaway | 26 | 26 | 0.17% | 1.65% | 2.41% | Q4 2013 | Q1 2020 | 26 |
ROCKY MOUNTAIN ADVISERS, LLC | 26 | 26 | 0.01% | 0.11% | 0.21% | Q4 2013 | Q1 2020 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.05% | 0.09% | 0.14% | Q2 2017 | Q3 2023 | 26 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 15 | 11 | 0.22% | 1.63% | 3.02% | Q2 2013 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q4 2023 | 26 |
Richard Bernstein Advisors LLC | 12 | 6 | 0.02% | 0.26% | 0.64% | Q2 2013 | Q1 2023 | 26 |
Balentine LLC | 9 | 2 | 0.00% | 0.04% | 0.49% | Q2 2015 | Q3 2023 | 26 |
Lenox Wealth Advisors, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 26 |
B & T Capital Management DBA Alpha Capital Management | 16 | 4 | 0.01% | 0.66% | 1.70% | Q2 2013 | Q3 2023 | 26 |
HANCOCK WHITNEY CORP | 26 | 26 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Pacific Center for Financial Services | 23 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Phocas Financial Corp. | 16 | 1 | 0.00% | 0.30% | 0.71% | Q2 2013 | Q2 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.29% | 0.47% | 0.67% | Q4 2016 | Q1 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 0.24% | 0.76% | Q2 2013 | Q3 2019 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.53% | 1.52% | Q2 2013 | Q3 2019 | 26 |
Gs Investments, Inc. | 26 | 26 | 0.07% | 0.11% | 0.36% | Q2 2017 | Q3 2023 | 26 |
MEEDER ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.14% | 0.59% | Q3 2014 | Q3 2023 | 26 |
CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 4 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 26 |
Abbrea Capital, LLC | 14 | 12 | 0.05% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 26 |
WMS Partners, LLC | 14 | 12 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 26 |
CPWM, LLC | 14 | 4 | 0.02% | 0.07% | 0.12% | Q3 2014 | Q3 2022 | 26 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.24% | 0.85% | Q4 2015 | Q3 2023 | 26 |
Avalon Investment & Advisory | 7 | 1 | 0.01% | 0.35% | 0.89% | Q2 2013 | Q4 2022 | 26 |
Cannell & Co. | 22 | 4 | 0.02% | 0.52% | 2.26% | Q1 2015 | Q3 2023 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 26 |
Hexavest Inc. | 22 | 2 | 0.00% | 0.13% | 0.69% | Q2 2013 | Q2 2021 | 26 |
FIRST QUADRANT LLC/CA | 26 | 26 | 0.00% | 0.16% | 0.62% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.12% | 0.17% | 0.26% | Q3 2016 | Q3 2023 | 26 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2020 | 26 |
L & S Advisors Inc | 10 | 1 | 0.32% | 0.85% | 1.98% | Q3 2013 | Q3 2023 | 26 |
Crestwood Advisors Group, LLC | 19 | 1 | 0.00% | 0.95% | 1.68% | Q2 2013 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.08% | 0.23% | 0.39% | Q2 2013 | Q3 2019 | 26 |
Sanders Capital, LLC | 26 | 26 | 0.44% | 2.13% | 3.26% | Q4 2010 | Q1 2017 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.02% | 0.12% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Raab & Moskowitz Asset Management LLC | 26 | 26 | 0.10% | 0.20% | 0.25% | Q2 2017 | Q3 2023 | 26 |
NEW ENGLAND ASSET MANAGEMENT INC | 26 | 26 | 1.52% | 2.27% | 8.83% | Q4 2013 | Q1 2020 | 26 |
ARGA Investment Management, LP | 20 | 1 | 0.13% | 0.62% | 1.89% | Q3 2012 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.26% | 0.36% | 0.45% | Q2 2017 | Q3 2023 | 26 |
Ayalon Insurance Comp Ltd. | 18 | 8 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q1 2023 | 26 |
Violich Capital Management, Inc. | 8 | 3 | 0.04% | 0.07% | 0.08% | Q4 2013 | Q4 2021 | 26 |
AlphaMark Advisors, LLC | 24 | 1 | 0.03% | 1.13% | 2.10% | Q2 2013 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.10% | 0.18% | 0.37% | Q3 2017 | Q3 2023 | 25 |
Clearstead Advisors, LLC | 19 | 1 | 0.03% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 25 |
RMB Capital Management, LLC | 12 | 6 | 0.01% | 0.34% | 1.57% | Q2 2013 | Q3 2023 | 25 |
ONTARIO TEACHERS PENSION PLAN BOARD | 23 | 1 | 0.00% | 0.28% | 1.90% | Q2 2013 | Q3 2021 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.40% | 0.53% | 0.73% | Q1 2013 | Q1 2019 | 25 |
Lingohr Asset Management GmbH | 17 | 8 | 0.39% | 0.84% | 1.51% | Q2 2014 | Q4 2020 | 25 |
Man Group plc | 23 | 23 | 0.00% | 0.32% | 1.20% | Q1 2018 | Q3 2023 | 25 |
OAKBROOK INVESTMENTS LLC | 25 | 25 | 0.21% | 0.42% | 0.77% | Q2 2013 | Q2 2019 | 25 |
Kovack Advisors, Inc. | 24 | 1 | 0.06% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.15% | 0.21% | 0.33% | Q2 2013 | Q2 2019 | 25 |
RPg Family Wealth Advisory, LLC | 15 | 10 | 0.01% | 0.15% | 0.37% | Q2 2017 | Q3 2023 | 25 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 23 | 2 | 0.00% | 0.02% | 0.18% | Q3 2014 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.05% | 0.50% | 1.01% | Q3 2017 | Q3 2023 | 25 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.04% | 0.15% | Q3 2015 | Q3 2021 | 25 |
Cedar Wealth Management, LLC | 22 | 3 | 0.04% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 24 | 1 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 25 |
Legacy Private Trust Co. | 11 | 1 | 0.02% | 0.16% | 0.46% | Q4 2013 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.03% | 0.31% | 1.15% | Q2 2013 | Q2 2019 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.07% | 0.13% | 0.56% | Q3 2017 | Q3 2023 | 25 |
AMERICAN NATIONAL BANK | 13 | 12 | 0.01% | 0.55% | 1.63% | Q2 2013 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.00% | 0.16% | 0.56% | Q3 2017 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 24 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 25 |
First City Capital Management, Inc. | 13 | 1 | 0.09% | 0.14% | 0.19% | Q1 2014 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q2 2023 | 25 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.00% | 0.27% | 1.20% | Q4 2017 | Q3 2023 | 25 |
Amica Retiree Medical Trust | 25 | 25 | 0.25% | 0.70% | 1.44% | Q4 2013 | Q4 2019 | 25 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 1 | 0.02% | 0.07% | 0.28% | Q2 2014 | Q1 2023 | 25 |
CWA Asset Management Group, LLC | 13 | 12 | 0.05% | 0.37% | 0.93% | Q4 2016 | Q3 2023 | 25 |
Nan Shan Life Insurance Co., Ltd. | 13 | 12 | 0.08% | 1.13% | 5.44% | Q4 2014 | Q3 2023 | 25 |
Ninety One UK Ltd | 14 | 11 | 0.21% | 0.95% | 1.65% | Q2 2013 | Q2 2021 | 25 |
Blume Capital Management, Inc. | 24 | 1 | 0.01% | 1.68% | 2.66% | Q2 2016 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.07% | 0.19% | 0.85% | Q3 2016 | Q3 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.07% | 0.18% | 0.28% | Q3 2017 | Q3 2023 | 25 |
Apriem Advisors | 16 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 25 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.28% | 1.66% | Q4 2014 | Q3 2023 | 25 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.10% | 0.16% | 0.35% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.67% | 0.87% | 1.40% | Q4 2017 | Q3 2023 | 24 |
Tikvah Management LLC | 24 | 24 | 3.50% | 5.30% | 7.19% | Q1 2014 | Q4 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.19% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.21% | 0.29% | 0.63% | Q4 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.03% | 0.23% | 0.71% | Q3 2017 | Q3 2023 | 24 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 24 |
Diversified Trust Co | 21 | 1 | 0.06% | 0.11% | 0.20% | Q3 2013 | Q4 2023 | 24 |
NewSquare Capital LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 24 |
Clarius Group, LLC | 19 | 2 | 0.08% | 0.11% | 0.14% | Q4 2016 | Q3 2023 | 24 |
Busey Bank | 18 | 6 | 0.03% | 0.37% | 0.56% | Q2 2015 | Q3 2023 | 24 |
GAM Holding AG | 17 | 1 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q1 2020 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.11% | 0.29% | Q4 2017 | Q3 2023 | 24 |
MARK ASSET MANAGEMENT LP | 9 | 2 | 0.12% | 1.82% | 3.48% | Q4 2016 | Q4 2022 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.29% | 0.40% | 0.74% | Q4 2017 | Q3 2023 | 24 |
DEPRINCE RACE & ZOLLO INC | 17 | 1 | 0.01% | 0.46% | 0.99% | Q3 2015 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.03% | 0.47% | 1.57% | Q4 2017 | Q3 2023 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
BAHL & GAYNOR INC | 17 | 1 | 0.00% | 0.10% | 0.48% | Q3 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
FDx Advisors, Inc. | 13 | 2 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2019 | 24 |
LORD, ABBETT & CO. LLC | 12 | 3 | 0.01% | 0.11% | 0.37% | Q2 2013 | Q3 2021 | 24 |
Baskin Financial Services Inc. | 24 | 24 | 1.58% | 2.16% | 2.66% | Q2 2013 | Q1 2019 | 24 |
NVWM, LLC | 24 | 24 | 0.02% | 0.34% | 0.85% | Q4 2017 | Q3 2023 | 24 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.16% | 1.05% | Q2 2013 | Q2 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.77% | 1.46% | 1.93% | Q4 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.01% | 0.06% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 2.25% | 2.85% | 3.55% | Q4 2017 | Q3 2023 | 24 |
Banco Santander, S.A. | 24 | 24 | 0.02% | 0.28% | 0.42% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.19% | 1.15% | Q2 2013 | Q1 2019 | 24 |
LMR Partners LLP | 8 | 1 | 0.01% | 0.08% | 0.22% | Q3 2014 | Q3 2023 | 24 |
CCM INVESTMENT ADVISERS LLC | 24 | 24 | 0.06% | 1.16% | 2.37% | Q2 2013 | Q1 2019 | 24 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 24 | 0.04% | 0.09% | 0.15% | Q1 2013 | Q4 2018 | 24 |
Haverford Trust Co | 12 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.18% | 0.23% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Congress Park Capital LLC | 24 | 24 | 0.39% | 0.85% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Poehling Capital Management, INC. | 24 | 24 | 0.48% | 0.69% | 0.86% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2019 | 24 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 10 | 1 | 0.00% | 0.13% | 0.48% | Q4 2014 | Q3 2017 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.09% | 0.27% | 0.58% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.20% | 0.29% | 0.53% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.08% | 0.16% | 0.31% | Q4 2017 | Q3 2023 | 24 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 24 | 24 | 2.21% | 3.08% | 3.90% | Q1 2014 | Q4 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.16% | 0.30% | 0.59% | Q2 2013 | Q1 2019 | 24 |
Lee Financial Co | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
Vantage Financial Partners Ltd., Inc. | 23 | 1 | 0.20% | 0.56% | 0.89% | Q3 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.06% | 0.39% | 1.25% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.15% | 0.40% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Harbour Capital Advisors, LLC | 12 | 1 | 0.10% | 0.30% | 0.63% | Q2 2016 | Q4 2023 | 24 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 12 | 5 | 0.02% | 0.29% | 0.87% | Q3 2013 | Q1 2020 | 24 |
USCA RIA LLC | 22 | 2 | 0.04% | 0.08% | 0.18% | Q2 2015 | Q2 2021 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 0.13% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
GREAT LAKES ADVISORS, LLC | 12 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 24 |
GRIMES & COMPANY, INC. | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Engineers Gate Manager LP | 8 | 1 | 0.01% | 0.11% | 0.37% | Q4 2014 | Q3 2023 | 23 |
CenturyLink Investment Management Co | 23 | 23 | 0.60% | 0.82% | 0.99% | Q2 2013 | Q4 2018 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.19% | 0.29% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.05% | 0.14% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.23% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q2 2023 | 23 |
Pegasus Asset Management, Inc. | 23 | 23 | 1.05% | 1.87% | 2.41% | Q1 2018 | Q3 2023 | 23 |
Verdence Capital Advisors LLC | 19 | 4 | 0.05% | 0.18% | 0.66% | Q4 2017 | Q3 2023 | 23 |
Garner Asset Management Corp | 12 | 11 | 0.16% | 0.20% | 0.26% | Q2 2017 | Q1 2023 | 23 |
CAPITAL MANAGEMENT CORP /VA | 23 | 23 | 0.33% | 2.44% | 3.41% | Q1 2018 | Q3 2023 | 23 |
Avestar Capital, LLC | 12 | 7 | 0.01% | 0.13% | 0.76% | Q4 2017 | Q3 2023 | 23 |
CADENCE BANK NA | 8 | 3 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q2 2022 | 23 |
Doyle Wealth Management | 23 | 23 | 1.04% | 1.80% | 2.68% | Q1 2017 | Q3 2022 | 23 |
Moloney Securities Asset Management, LLC | 23 | 23 | 0.09% | 0.13% | 0.17% | Q1 2018 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.14% | 0.45% | 1.23% | Q2 2013 | Q4 2018 | 23 |
SMITH ASSET MANAGEMENT GROUP LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 23 |
FIRST CITIZENS BANK & TRUST CO | 10 | 2 | 0.01% | 0.45% | 1.29% | Q2 2013 | Q3 2023 | 23 |
Independent Advisor Alliance | 20 | 3 | 0.04% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 23 |
Mutual Advisors, LLC | 14 | 9 | 0.02% | 0.11% | 0.36% | Q4 2017 | Q3 2023 | 23 |
Riverpoint Wealth Management Holdings, LLC | 23 | 23 | 0.11% | 0.16% | 0.25% | Q1 2018 | Q3 2023 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.41% | 0.93% | 1.52% | Q2 2013 | Q4 2018 | 23 |
TRADITION CAPITAL MANAGEMENT LLC | 23 | 23 | 0.61% | 1.08% | 1.65% | Q3 2013 | Q1 2019 | 23 |
LEUTHOLD GROUP, LLC | 17 | 2 | 0.08% | 0.60% | 1.64% | Q2 2013 | Q3 2023 | 23 |
WESPAC Advisors SoCal, LLC | 12 | 1 | 0.01% | 0.73% | 3.19% | Q4 2015 | Q2 2022 | 23 |
SEGALL BRYANT & HAMILL, LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2023 | 23 |
Integrated Investment Consultants, LLC | 10 | 5 | 0.06% | 0.25% | 0.46% | Q4 2015 | Q3 2023 | 23 |
Kovitz Investment Group Partners, LLC | 23 | 23 | 0.14% | 0.74% | 2.22% | Q1 2018 | Q3 2023 | 23 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 23 | 23 | 0.01% | 0.22% | 0.34% | Q1 2018 | Q3 2023 | 23 |
First PREMIER Bank | 10 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 23 |
Perpetual Ltd | 9 | 1 | 0.00% | 0.33% | 1.51% | Q1 2013 | Q3 2023 | 23 |
LOEWS CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Geller Advisors LLC | 12 | 1 | 0.06% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 23 |
Beech Hill Advisors, Inc. | 19 | 2 | 0.15% | 0.39% | 1.98% | Q1 2017 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2022 | 23 |
Community Bank, N.A. | 18 | 2 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2022 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q3 2019 | 23 |
Mork Capital Management, LLC | 23 | 23 | 1.03% | 1.37% | 1.92% | Q2 2016 | Q4 2021 | 23 |
Mathes Company, Inc. | 23 | 23 | 0.91% | 1.19% | 1.48% | Q2 2014 | Q4 2019 | 23 |
MEITAV INVESTMENT HOUSE LTD | 14 | 9 | 0.02% | 0.31% | 0.99% | Q4 2017 | Q3 2023 | 23 |
HighPoint Advisor Group LLC | 19 | 1 | 0.06% | 0.18% | 1.45% | Q3 2015 | Q2 2022 | 23 |
Cubic Asset Management, LLC | 23 | 23 | 1.40% | 1.76% | 2.10% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2018 | 23 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.14% | 0.68% | Q2 2013 | Q1 2022 | 23 |
HGI Capital Management, LLC | 17 | 17 | 0.09% | 0.98% | 1.93% | Q1 2018 | Q1 2022 | 23 |
Van Cleef Asset Management,Inc | 10 | 1 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q1 2022 | 23 |
Columbia Asset Management | 10 | 1 | 0.08% | 0.12% | 0.21% | Q4 2013 | Q3 2023 | 23 |
ANCHOR CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2018 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.27% | 0.72% | 1.41% | Q2 2013 | Q4 2018 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.03% | 0.39% | 1.11% | Q2 2014 | Q3 2023 | 23 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 22 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q2 2019 | 22 |
River Wealth Advisors LLC | 10 | 3 | 0.04% | 0.10% | 0.24% | Q1 2015 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 18 | 4 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 22 |
GIRARD PARTNERS LTD. | 11 | 1 | 0.02% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 22 |
Bluefin Trading, LLC | 8 | 1 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2019 | 22 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 22 |
Zurich Insurance Group Ltd/FI | 17 | 5 | 0.23% | 0.58% | 1.74% | Q3 2015 | Q4 2021 | 22 |
OneDigital Investment Advisors LLC | 14 | 6 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
PARADIGM ASSET MANAGEMENT CO LLC | 20 | 2 | 0.12% | 0.49% | 0.72% | Q4 2016 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.00% | 0.50% | 0.78% | Q2 2017 | Q3 2023 | 22 |
SeaBridge Investment Advisors LLC | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
MALTESE CAPITAL MANAGEMENT LLC | 12 | 2 | 0.20% | 1.15% | 2.66% | Q1 2016 | Q4 2022 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.39% | 0.51% | 0.70% | Q2 2013 | Q3 2018 | 22 |
AFFINITY INVESTMENT ADVISORS, LLC | 14 | 2 | 0.67% | 1.27% | 2.00% | Q3 2014 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.10% | 0.13% | 0.17% | Q2 2018 | Q3 2023 | 22 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 22 |
FRANKLIN STREET ADVISORS INC /NC | 13 | 1 | 0.02% | 0.16% | 0.70% | Q4 2013 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 11 | 1 | 0.03% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 22 |
Olstein Capital Management, L.P. | 22 | 22 | 0.50% | 1.19% | 1.53% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.07% | 0.16% | 0.27% | Q2 2013 | Q3 2018 | 22 |
MENORA MIVTACHIM HOLDINGS LTD. | 22 | 22 | 0.06% | 1.12% | 2.13% | Q2 2013 | Q3 2018 | 22 |
HARTLINE INVESTMENT CORP/ | 22 | 22 | 1.24% | 1.47% | 1.88% | Q2 2013 | Q3 2018 | 22 |
WBH ADVISORY INC | 13 | 2 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 22 |
Venturi Wealth Management, LLC | 12 | 10 | 0.08% | 0.11% | 0.17% | Q2 2016 | Q3 2023 | 22 |
Oak Asset Management, LLC | 13 | 4 | 0.16% | 0.30% | 0.86% | Q4 2017 | Q3 2023 | 22 |
Bridgecreek Investment Management, LLC | 22 | 22 | 0.01% | 1.32% | 2.10% | Q2 2013 | Q3 2018 | 22 |
Quantitative Investment Management, LLC | 7 | 1 | 0.06% | 0.57% | 1.28% | Q2 2013 | Q4 2022 | 22 |
Arete Wealth Advisors, LLC | 12 | 2 | 0.03% | 0.33% | 1.80% | Q4 2014 | Q3 2023 | 22 |
Gifford Fong Associates | 22 | 22 | 0.43% | 0.55% | 0.69% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 15 | 1 | 0.05% | 0.12% | 0.32% | Q4 2015 | Q3 2023 | 22 |
GRIFFIN ASSET MANAGEMENT, INC. | 13 | 1 | 0.02% | 0.68% | 1.15% | Q4 2013 | Q3 2023 | 22 |
Odey Asset Management Group Ltd | 18 | 4 | 0.01% | 4.12% | 12.97% | Q2 2013 | Q3 2019 | 22 |
ATALANTA SOSNOFF CAPITAL, LLC | 8 | 1 | 0.02% | 0.77% | 2.51% | Q2 2013 | Q3 2023 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 22 |
ABNER HERRMAN & BROCK LLC | 14 | 3 | 0.05% | 0.18% | 0.60% | Q4 2016 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.18% | 0.47% | 0.73% | Q2 2013 | Q2 2018 | 21 |
Petrus Trust Company, LTA | 16 | 1 | 0.02% | 2.35% | 3.69% | Q4 2012 | Q2 2023 | 21 |
FMA ADVISORY INC | 18 | 1 | 0.01% | 0.20% | 0.72% | Q2 2013 | Q3 2021 | 21 |
PT ASSET MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.89% | 1.99% | Q4 2014 | Q3 2017 | 21 |
Vident Investment Advisory, LLC | 15 | 2 | 0.01% | 0.06% | 0.27% | Q2 2015 | Q2 2023 | 21 |
ORRSTOWN FINANCIAL SERVICES INC | 21 | 21 | 0.09% | 0.90% | 1.33% | Q3 2014 | Q3 2019 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 21 |
Pflug Koory, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
COHEN & STEERS, INC. | 19 | 2 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 21 |
Autus Asset Management, LLC | 21 | 21 | 0.15% | 0.46% | 0.71% | Q1 2014 | Q1 2019 | 21 |
CAAS CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.42% | 1.48% | Q3 2020 | Q3 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.10% | 0.45% | 1.21% | Q4 2017 | Q4 2022 | 21 |
Capital Advisory Group Advisory Services, LLC | 13 | 1 | 0.00% | 0.09% | 0.29% | Q1 2018 | Q3 2023 | 21 |
AJO, LP | 8 | 1 | 0.00% | 0.44% | 1.65% | Q2 2013 | Q4 2020 | 21 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.09% | 0.24% | Q2 2015 | Q3 2023 | 21 |
Transform Wealth, LLC | 14 | 7 | 0.07% | 0.74% | 1.36% | Q2 2016 | Q3 2023 | 21 |
FORTE CAPITAL LLC /ADV | 11 | 1 | 0.04% | 0.07% | 0.10% | Q3 2014 | Q3 2023 | 21 |
Gryphon Financial Partners LLC | 18 | 3 | 0.02% | 0.18% | 0.26% | Q4 2017 | Q3 2023 | 21 |
Hudson Capital Management LLC | 12 | 9 | 0.09% | 0.15% | 0.29% | Q4 2017 | Q3 2023 | 21 |
BlueCrest Capital Management Ltd | 15 | 1 | 0.01% | 0.06% | 0.14% | Q3 2014 | Q3 2023 | 21 |
AT Bancorp | 21 | 21 | 0.23% | 0.81% | 2.01% | Q1 2014 | Q1 2019 | 21 |
Holistic Financial Partners | 14 | 1 | 0.09% | 0.23% | 0.31% | Q4 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.43% | 0.92% | Q4 2019 | Q3 2023 | 21 |
IFG Advisory, LLC | 17 | 1 | 0.04% | 0.12% | 0.39% | Q1 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 21 |
CHICAGO EQUITY PARTNERS LLC | 17 | 1 | 0.03% | 0.73% | 1.67% | Q2 2013 | Q1 2020 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 0.14% | 0.17% | 0.24% | Q2 2013 | Q2 2018 | 21 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 9 | 5 | 0.01% | 1.02% | 3.00% | Q2 2013 | Q3 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.19% | 0.30% | 0.39% | Q2 2013 | Q2 2018 | 21 |
KG&L Capital Management,LLC | 20 | 20 | 0.01% | 0.78% | 1.54% | Q4 2018 | Q3 2023 | 21 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.33% | 0.43% | 0.71% | Q3 2018 | Q3 2023 | 21 |
Hilltop Holdings Inc. | 14 | 3 | 0.03% | 0.07% | 0.33% | Q1 2018 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 16 | 5 | 0.03% | 0.20% | 0.32% | Q1 2018 | Q3 2023 | 21 |
Quadrant Private Wealth Management, LLC | 17 | 4 | 0.22% | 0.39% | 0.57% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 21 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.38% | 1.50% | Q1 2018 | Q3 2023 | 21 |
KCS Wealth Advisory | 21 | 21 | 0.35% | 0.67% | 1.03% | Q4 2017 | Q4 2022 | 21 |
TCW GROUP INC | 15 | 2 | 0.02% | 0.14% | 0.45% | Q2 2013 | Q4 2018 | 21 |
RFG Advisory, LLC | 14 | 1 | 0.03% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 12 | 2 | 0.03% | 0.14% | 0.43% | Q2 2017 | Q3 2023 | 21 |
NuWave Investment Management, LLC | 9 | 1 | 0.00% | 0.33% | 1.50% | Q2 2013 | Q1 2022 | 21 |
FORVIS Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.02% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Sculptor Capital LP | 7 | 1 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q3 2015 | 21 |
MONROE BANK & TRUST/MI | 16 | 5 | 0.06% | 0.12% | 0.28% | Q2 2013 | Q3 2018 | 21 |
Capital Investment Counsel, Inc | 21 | 21 | 0.08% | 0.20% | 0.42% | Q3 2018 | Q3 2023 | 21 |
MONTAG A & ASSOCIATES INC | 16 | 5 | 0.02% | 0.47% | 0.70% | Q3 2017 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 12 | 1 | 0.02% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 21 |
CNB Bank | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.07% | 0.23% | 0.31% | Q4 2017 | Q3 2022 | 20 |
CADENCE CAPITAL MANAGEMENT LLC | 12 | 1 | 0.02% | 0.11% | 0.35% | Q4 2013 | Q3 2020 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q2 2022 | 20 |
Heritage Wealth Advisors | 11 | 9 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
EAGLE ASSET MANAGEMENT INC | 12 | 1 | 0.01% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.42% | 0.70% | 1.42% | Q4 2018 | Q3 2023 | 20 |
Shepherd Financial Partners LLC | 20 | 20 | 0.15% | 0.27% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Good Life Advisors, LLC | 11 | 9 | 0.03% | 0.13% | 0.31% | Q1 2018 | Q3 2023 | 20 |
Vectors Research Management, LLC | 19 | 1 | 0.08% | 0.10% | 0.15% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 0.19% | 0.77% | 1.50% | Q4 2018 | Q3 2023 | 20 |
Probity Advisors, Inc. | 10 | 2 | 0.08% | 0.33% | 0.46% | Q2 2018 | Q3 2023 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.48% | 0.64% | 1.01% | Q2 2013 | Q1 2018 | 20 |
CMT Capital Markets Trading GmbH | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 20 |
Hirtle Callaghan & Co LLC | 10 | 2 | 0.00% | 0.20% | 1.16% | Q3 2013 | Q4 2022 | 20 |
Mizuho Securities Co. Ltd. | 20 | 20 | 0.00% | 0.15% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 6 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 20 |
SIMON QUICK ADVISORS, LLC | 9 | 1 | 0.00% | 0.07% | 0.31% | Q1 2017 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 20 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 20 |
Quinn Opportunity Partners LLC | 19 | 1 | 0.06% | 2.09% | 9.40% | Q2 2016 | Q2 2022 | 20 |
Bell & Brown Wealth Advisors, LLC | 12 | 8 | 1.47% | 1.88% | 2.52% | Q4 2017 | Q2 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.29% | 0.34% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Sequoia Financial Advisors, LLC | 20 | 20 | 0.02% | 0.18% | 0.32% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.03% | 0.33% | 0.66% | Q3 2017 | Q2 2022 | 20 |
Parkside Investments, LLC | 10 | 2 | 0.12% | 0.24% | 0.39% | Q3 2017 | Q1 2023 | 20 |
DREMAN VALUE MANAGEMENT, L L C | 20 | 20 | 0.00% | 0.58% | 1.49% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.10% | 0.17% | 0.22% | Q1 2013 | Q4 2017 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.10% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.04% | 0.13% | 0.28% | Q1 2017 | Q2 2022 | 20 |
Winfield Associates, Inc. | 20 | 20 | 0.25% | 0.57% | 0.89% | Q4 2013 | Q3 2018 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.20% | 0.28% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Russell Clark Investment Management Ltd | 12 | 8 | 0.96% | 6.58% | 12.97% | Q2 2013 | Q3 2018 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.50% | 0.68% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 20 | 20 | 0.25% | 0.39% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20 | 20 | 0.25% | 0.39% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Soros Fund Management | 10 | 2 | 0.01% | 0.18% | 0.77% | Q4 2016 | Q1 2023 | 20 |
Summit Trail Advisors, LLC | 14 | 6 | 0.02% | 0.11% | 0.46% | Q4 2017 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.10% | 0.41% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Nicholas Investment Partners, LP | 12 | 1 | 0.10% | 0.47% | 1.32% | Q2 2013 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.08% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.22% | 0.56% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Atwater Malick LLC | 20 | 20 | 2.90% | 3.55% | 4.46% | Q4 2018 | Q3 2023 | 20 |
Global X Management CO LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2018 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.31% | 0.41% | 0.46% | Q2 2013 | Q1 2018 | 20 |
Quadrature Capital Ltd | 8 | 1 | 0.02% | 0.56% | 1.40% | Q3 2015 | Q3 2023 | 20 |
Addenda Capital Inc. | 20 | 20 | 0.09% | 0.24% | 0.35% | Q2 2013 | Q1 2018 | 20 |
INTRUST BANK NA | 12 | 8 | 0.05% | 0.20% | 0.44% | Q2 2013 | Q3 2018 | 20 |
Lipe & Dalton | 20 | 20 | 2.55% | 3.31% | 4.06% | Q4 2018 | Q3 2023 | 20 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 20 | 20 | 3.26% | 4.06% | 5.24% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.25% | 0.33% | 0.45% | Q4 2018 | Q3 2023 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.01% | 0.56% | 1.72% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Capital Wealth Planning, LLC | 17 | 1 | 1.11% | 4.32% | 5.93% | Q2 2017 | Q3 2023 | 20 |
Pine River Capital Management L.P. | 15 | 15 | 0.00% | 0.06% | 0.48% | Q2 2013 | Q4 2016 | 20 |
VALUEWORKS LLC | 20 | 20 | 1.94% | 3.43% | 5.26% | Q4 2018 | Q3 2023 | 20 |
Huber Capital Management LLC | 20 | 20 | 0.10% | 0.51% | 0.86% | Q1 2018 | Q4 2022 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.10% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MIZUHO SECURITIES USA LLC | 6 | 2 | 0.06% | 0.77% | 3.75% | Q3 2013 | Q2 2022 | 20 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 20 | 20 | 0.39% | 0.82% | 1.31% | Q4 2014 | Q3 2019 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.09% | 0.27% | 0.79% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.26% | 0.41% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.07% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 11 | 9 | 0.00% | 0.07% | 0.23% | Q1 2018 | Q3 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.08% | 0.11% | Q4 2015 | Q3 2020 | 20 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.26% | 0.74% | Q3 2012 | Q4 2022 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.39% | 0.76% | 1.19% | Q4 2018 | Q3 2023 | 20 |
Certified Advisory Corp | 11 | 4 | 0.00% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Global Thematic Partners, LLC | 18 | 1 | 0.83% | 3.00% | 4.82% | Q2 2014 | Q1 2020 | 20 |
TIEDEMANN ADVISORS, LLC | 8 | 1 | 0.01% | 0.25% | 0.53% | Q3 2016 | Q3 2023 | 20 |
Cypress Wealth Services, LLC | 14 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 19 |
WoodTrust Financial Corp | 19 | 19 | 0.68% | 0.99% | 1.24% | Q1 2019 | Q3 2023 | 19 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 1 | 0.01% | 0.09% | 0.29% | Q3 2013 | Q3 2023 | 19 |
Front Row Advisors LLC | 15 | 4 | 0.00% | 0.15% | 0.98% | Q4 2017 | Q3 2023 | 19 |
ACG Wealth | 7 | 1 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q2 2022 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2018 | 19 |
Numeric Investors LLC | 19 | 19 | 0.58% | 1.72% | 2.28% | Q2 2013 | Q4 2017 | 19 |
Investors Research Corp | 19 | 19 | 0.03% | 0.12% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Wealth Alliance Advisory Group, LLC | 14 | 1 | 0.15% | 0.21% | 0.30% | Q3 2018 | Q3 2023 | 19 |
Horizon Investments, LLC | 19 | 19 | 0.01% | 0.26% | 3.64% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.09% | 0.49% | Q4 2017 | Q2 2022 | 19 |
Tidal Investments LLC | 12 | 7 | 0.02% | 0.48% | 2.40% | Q4 2018 | Q3 2023 | 19 |
Ninety One North America, Inc. | 14 | 5 | 0.09% | 0.71% | 2.62% | Q4 2014 | Q2 2021 | 19 |
Azimuth Capital Management LLC | 11 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2022 | 19 |
Clark Capital Management Group, Inc. | 12 | 3 | 0.02% | 0.24% | 0.68% | Q2 2013 | Q3 2023 | 19 |
Moon Capital Management, LLC | 13 | 6 | 0.04% | 4.29% | 6.48% | Q3 2013 | Q2 2020 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.20% | 0.33% | Q2 2013 | Q4 2017 | 19 |
Bremer Bank National Association | 19 | 19 | 0.09% | 0.13% | 0.18% | Q1 2019 | Q3 2023 | 19 |
KMG FIDUCIARY PARTNERS, LLC | 19 | 19 | 0.28% | 0.73% | 1.32% | Q1 2019 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 11 | 2 | 0.04% | 0.12% | 0.29% | Q4 2017 | Q2 2023 | 19 |
Ashfield Capital Partners, LLC | 13 | 6 | 0.01% | 0.13% | 1.10% | Q2 2013 | Q1 2018 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
WHALEROCK POINT PARTNERS, LLC | 9 | 3 | 0.10% | 0.16% | 0.22% | Q3 2014 | Q3 2023 | 19 |
Allen Investment Management, LLC | 11 | 8 | 0.02% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Coastline Trust Co | 12 | 7 | 0.05% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Kamunting Street Capital Management, L.P. | 12 | 2 | 0.60% | 9.78% | 21.34% | Q1 2016 | Q3 2023 | 19 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.00% | 0.27% | 1.39% | Q1 2014 | Q3 2023 | 19 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 16 | 1 | 0.03% | 0.16% | 0.46% | Q1 2013 | Q1 2018 | 19 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 19 | 19 | 0.08% | 1.00% | 2.37% | Q2 2013 | Q4 2017 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.02% | 0.06% | 0.24% | Q1 2019 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2023 | 19 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.01% | 0.31% | 1.35% | Q4 2013 | Q2 2023 | 19 |
PAYDEN & RYGEL | 17 | 2 | 0.00% | 1.42% | 2.53% | Q4 2015 | Q2 2023 | 19 |
Assenagon Asset Management S.A. | 14 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
BLACKHILL CAPITAL INC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 19 |
CENTRAL BANK & TRUST CO | 10 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 19 |
SECURITY ASSET MANAGEMENT | 11 | 1 | 0.05% | 0.13% | 0.22% | Q2 2017 | Q1 2023 | 19 |
CORNERSTONE ADVISORS INC | 9 | 1 | 0.00% | 0.43% | 0.80% | Q3 2013 | Q4 2021 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.19% | 0.87% | Q2 2013 | Q4 2017 | 19 |
Kingsview Wealth Management, LLC | 10 | 6 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 19 |
Ruane, Cunniff & Goldfarb | 19 | 19 | 0.79% | 1.18% | 1.61% | Q2 2013 | Q4 2017 | 19 |
Sepio Capital, LP | 14 | 5 | 0.03% | 0.16% | 0.44% | Q4 2018 | Q3 2023 | 19 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 2 | 0.01% | 0.20% | 1.20% | Q2 2014 | Q3 2023 | 19 |
CAPITAL GUARDIAN TRUST CO | 18 | 1 | 0.00% | 1.38% | 2.12% | Q2 2013 | Q1 2019 | 19 |
PRIVATE MANAGEMENT GROUP INC | 19 | 19 | 0.02% | 0.79% | 1.44% | Q1 2019 | Q3 2023 | 19 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 10 | 2 | 0.02% | 0.15% | 0.30% | Q2 2010 | Q3 2023 | 19 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.11% | 0.66% | 2.04% | Q2 2013 | Q4 2021 | 19 |
Northside Capital Management, LLC | 19 | 19 | 0.14% | 0.21% | 0.43% | Q1 2016 | Q3 2020 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 8 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 19 |
LITTLE HOUSE CAPITAL LLC | 10 | 9 | 0.59% | 1.21% | 1.55% | Q4 2018 | Q3 2023 | 19 |
Pinnacle Wealth Management Advisory Group, LLC | 19 | 19 | 0.10% | 0.18% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 19 |
COBALT CAPITAL MANAGEMENT, INC. | 12 | 1 | 0.33% | 2.22% | 6.22% | Q1 2015 | Q2 2022 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
AFT, FORSYTH & COMPANY, INC. | 11 | 2 | 0.15% | 0.40% | 0.78% | Q2 2013 | Q3 2023 | 19 |
Blue Fin Capital, Inc. | 9 | 2 | 0.12% | 0.18% | 0.25% | Q4 2013 | Q2 2019 | 19 |
HOMESTEAD ADVISERS CORP | 19 | 19 | 0.39% | 2.05% | 2.77% | Q1 2019 | Q3 2023 | 19 |
Quantbot Technologies LP | 4 | 1 | 0.04% | 0.39% | 1.06% | Q2 2013 | Q2 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.26% | 0.52% | 0.96% | Q2 2017 | Q1 2022 | 19 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.09% | 0.37% | Q3 2013 | Q2 2017 | 18 |
Peregrine Asset Advisers, Inc. | 12 | 2 | 0.12% | 0.97% | 7.47% | Q4 2016 | Q3 2023 | 18 |
TOTH FINANCIAL ADVISORY CORP | 14 | 1 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 18 |
SHAYNE & JACOBS, LLC | 18 | 18 | 0.40% | 0.57% | 0.96% | Q2 2019 | Q3 2023 | 18 |
Crystal Rock Capital Management | 18 | 18 | 1.07% | 2.74% | 4.21% | Q2 2019 | Q3 2023 | 18 |
Mount Yale Investment Advisors, LLC | 15 | 3 | 0.02% | 0.22% | 0.37% | Q1 2018 | Q3 2023 | 18 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.06% | 0.33% | Q3 2018 | Q3 2023 | 18 |
Lomas Capital Management, LLC | 11 | 3 | 1.03% | 2.68% | 5.19% | Q4 2013 | Q4 2019 | 18 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 5 | 0.03% | 1.22% | 1.74% | Q2 2013 | Q1 2022 | 18 |
Douglas Lane & Associates, LLC | 11 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC | 18 | 18 | 3.90% | 6.60% | 10.46% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.23% | 0.34% | 0.48% | Q2 2013 | Q3 2017 | 18 |
Greenline Partners, LLC | 8 | 4 | 0.04% | 0.38% | 1.15% | Q4 2017 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 16 | 1 | 0.01% | 0.41% | 0.57% | Q3 2018 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.01% | 0.11% | 0.52% | Q2 2013 | Q3 2017 | 18 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2018 | 18 |
Mandatum Life Insurance Co Ltd | 18 | 18 | 0.06% | 0.09% | 0.27% | Q4 2015 | Q1 2020 | 18 |
LUCAS CAPITAL MANAGEMENT | 18 | 18 | 0.10% | 0.19% | 0.28% | Q1 2014 | Q2 2018 | 18 |
EMERALD ADVISERS, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2022 | 18 |
GYL FINANCIAL SYNERGIES, LLC | 14 | 4 | 0.10% | 0.37% | 1.75% | Q1 2019 | Q3 2023 | 18 |
Kiwi Wealth Investments Limited Partnership | 13 | 1 | 0.05% | 0.60% | 1.60% | Q3 2015 | Q4 2022 | 18 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.03% | 0.42% | 1.01% | Q2 2014 | Q2 2023 | 18 |
Arbiter Partners Capital Management LLC | 8 | 5 | 0.02% | 0.77% | 8.32% | Q2 2013 | Q1 2021 | 18 |
IBERIABANK CORP | 18 | 18 | 0.08% | 0.27% | 1.25% | Q4 2014 | Q1 2019 | 18 |
WESTWOOD MANAGEMENT CORP /IL/ | 12 | 2 | 0.02% | 0.19% | 1.47% | Q2 2013 | Q3 2023 | 18 |
Main Street Research LLC | 8 | 1 | 0.02% | 1.33% | 1.87% | Q3 2013 | Q4 2022 | 18 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.31% | 0.64% | Q2 2013 | Q4 2016 | 18 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 14 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Exchange Capital Management, Inc. | 16 | 2 | 0.00% | 0.78% | 1.12% | Q2 2013 | Q3 2018 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
BANK OF THE WEST | 8 | 1 | 0.02% | 0.64% | 1.61% | Q3 2013 | Q4 2022 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2020 | 18 |
PhiloSmith Capital Corp | 18 | 18 | 0.75% | 1.02% | 1.24% | Q1 2017 | Q2 2021 | 18 |
Waverly Advisors, LLC | 6 | 1 | 0.01% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 18 |
ETRADE Capital Management LLC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.01% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 18 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.33% | 0.50% | 0.70% | Q2 2019 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.14% | 0.83% | 1.21% | Q2 2019 | Q3 2023 | 18 |
Quadrant Capital Management, LLC | 18 | 18 | 1.46% | 1.93% | 2.67% | Q2 2014 | Q3 2018 | 18 |
B. Riley Wealth Management, Inc. | 16 | 2 | 0.00% | 0.08% | 0.32% | Q1 2014 | Q2 2022 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 18 | 0.01% | 0.09% | 0.26% | Q1 2017 | Q2 2021 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 18 |
Windsor Wealth Management, Inc. | 18 | 18 | 0.14% | 0.27% | 0.37% | Q4 2017 | Q1 2022 | 18 |
GARDNER LEWIS ASSET MANAGEMENT L P | 8 | 4 | 0.24% | 0.96% | 2.52% | Q2 2013 | Q1 2022 | 18 |
Cipher Capital LP | 4 | 1 | 0.04% | 0.50% | 1.01% | Q1 2014 | Q3 2023 | 18 |
HMS Capital Management, LLC | 14 | 14 | 0.01% | 0.59% | 1.24% | Q2 2020 | Q3 2023 | 18 |
NORTHPOINTE CAPITAL LLC | 11 | 1 | 0.09% | 0.45% | 0.84% | Q2 2013 | Q4 2018 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 10 | 4 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2022 | 18 |
ICON ADVISERS INC/CO | 18 | 18 | 0.06% | 0.27% | 0.72% | Q1 2017 | Q2 2021 | 18 |
MONETTA FINANCIAL SERVICES INC | 15 | 3 | 0.88% | 2.17% | 3.34% | Q2 2015 | Q3 2023 | 18 |
Buckley Wealth Management, LLC | 18 | 18 | 0.10% | 0.15% | 0.18% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2014 | 18 |
CHOREO, LLC | 10 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 3 | 0.00% | 0.09% | 0.35% | Q1 2017 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.24% | 0.39% | 0.51% | Q2 2013 | Q3 2017 | 18 |
TODD ASSET MANAGEMENT LLC | 17 | 17 | 0.75% | 1.25% | 1.59% | Q2 2013 | Q2 2017 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.01% | 0.13% | 0.17% | Q4 2015 | Q3 2023 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Bruderman Asset Management, LLC | 17 | 17 | 0.01% | 0.26% | 1.07% | Q1 2015 | Q1 2019 | 17 |
Echo Street Capital Management LLC | 11 | 1 | 0.00% | 0.45% | 1.38% | Q4 2017 | Q2 2023 | 17 |
Intersect Capital LLC | 14 | 1 | 0.01% | 0.14% | 0.23% | Q4 2014 | Q2 2022 | 17 |
Elgethun Capital Management | 17 | 17 | 1.28% | 1.70% | 1.97% | Q4 2016 | Q4 2020 | 17 |
Lavaca Capital LLC | 11 | 6 | 0.02% | 0.28% | 0.71% | Q4 2018 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q1 2017 | 17 |
Sterling Capital Management LLC | 14 | 1 | 0.00% | 0.03% | 0.10% | Q1 2013 | Q3 2019 | 17 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.18% | 0.29% | Q2 2013 | Q1 2017 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.16% | 0.46% | 1.23% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.08% | 0.11% | 0.19% | Q1 2018 | Q1 2022 | 17 |
Bowling Portfolio Management LLC | 10 | 3 | 0.06% | 0.58% | 1.02% | Q3 2013 | Q2 2022 | 17 |
Wealthspire Advisors, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
Linscomb & Williams, Inc. | 8 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2019 | 17 |
Freedom Day Solutions, LLC | 17 | 17 | 0.36% | 0.54% | 0.89% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.12% | 0.54% | 1.23% | Q2 2013 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 9 | 1 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q4 2022 | 17 |
EQUITABLE TRUST CO | 17 | 17 | 0.14% | 0.30% | 0.46% | Q3 2019 | Q3 2023 | 17 |
JUPITER ASSET MANAGEMENT LTD | 7 | 1 | 0.09% | 0.34% | 0.79% | Q2 2013 | Q1 2022 | 17 |
WAFRA INC. | 11 | 6 | 0.30% | 0.82% | 1.66% | Q1 2015 | Q4 2019 | 17 |
Simplicity Solutions, LLC | 15 | 1 | 0.01% | 0.10% | 0.17% | Q4 2015 | Q3 2023 | 17 |
Natixis Investment Managers International | 12 | 2 | 0.00% | 0.07% | 0.15% | Q4 2014 | Q2 2022 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.16% | 0.22% | Q3 2019 | Q3 2023 | 17 |
DAVIDSON INVESTMENT ADVISORS | 13 | 1 | 0.00% | 1.00% | 1.44% | Q2 2013 | Q3 2023 | 17 |
DFPG INVESTMENTS, LLC | 13 | 2 | 0.15% | 0.45% | 0.68% | Q4 2018 | Q3 2023 | 17 |
Miracle Mile Advisors, LLC | 11 | 1 | 0.02% | 0.12% | 0.34% | Q1 2018 | Q3 2023 | 17 |
Harvest Fund Management Co., Ltd | 15 | 2 | 0.00% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Timber Creek Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 17 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.30% | 0.42% | Q2 2013 | Q4 2016 | 17 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.00% | 0.08% | 0.55% | Q2 2015 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q2 2017 | 17 |
Prana Capital Management, LP | 7 | 1 | 0.02% | 2.07% | 6.41% | Q2 2018 | Q3 2023 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.16% | 0.32% | 0.52% | Q2 2019 | Q3 2023 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.04% | 0.20% | 0.32% | Q4 2016 | Q3 2023 | 17 |
PATTEN & PATTEN INC/TN | 12 | 5 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 17 |
MARVIN & PALMER ASSOCIATES INC | 5 | 2 | 0.36% | 3.75% | 5.73% | Q2 2013 | Q1 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q1 2022 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.06% | 0.11% | 0.27% | Q1 2019 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q2 2017 | 17 |
Financial Management Professionals, Inc. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 17 |
Annex Advisory Services, LLC | 17 | 17 | 0.26% | 0.37% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Evolution Wealth Advisors, LLC | 15 | 2 | 0.00% | 0.08% | 0.83% | Q4 2018 | Q1 2023 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2018 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.16% | 1.08% | Q4 2018 | Q4 2022 | 17 |
HNP Capital LLC | 17 | 17 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q1 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Camarda Financial Advisors, LLC | 13 | 4 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2019 | 17 |
WELCH & FORBES LLC | 16 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 17 |
Stonehage Fleming Financial Services Holdings Ltd | 13 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.13% | 0.18% | 0.26% | Q2 2013 | Q2 2017 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.14% | 0.19% | 0.26% | Q3 2019 | Q3 2023 | 17 |
InterOcean Capital Group, LLC | 12 | 12 | 0.00% | 0.47% | 1.25% | Q4 2020 | Q3 2023 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.07% | 0.28% | Q3 2016 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
ROCKLAND TRUST CO | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 17 | 17 | 0.38% | 2.06% | 3.48% | Q2 2013 | Q2 2017 | 17 |
Capital Research Global Investors | 9 | 8 | 0.00% | 0.26% | 0.71% | Q2 2013 | Q1 2018 | 17 |
SANDERS MORRIS HARRIS LLC | 11 | 2 | 0.08% | 0.35% | 0.77% | Q2 2019 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 1.10% | 1.38% | 1.62% | Q2 2013 | Q1 2017 | 16 |
CARLSON CAPITAL L P | 4 | 2 | 0.01% | 0.70% | 2.92% | Q1 2014 | Q3 2023 | 16 |
RB Capital Management, LLC | 16 | 16 | 0.14% | 0.33% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 1.09% | 1.32% | 1.48% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.54% | 0.86% | 1.18% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PRINCETON CAPITAL MANAGEMENT LLC | 9 | 7 | 0.03% | 0.85% | 1.59% | Q2 2013 | Q3 2019 | 16 |
Live Oak Private Wealth LLC | 16 | 16 | 0.15% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Kavar Capital Partners, LLC | 11 | 2 | 0.00% | 0.47% | 0.98% | Q4 2013 | Q3 2020 | 16 |
Rock Creek Group, LP | 14 | 2 | 0.01% | 0.10% | 0.51% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.05% | 0.36% | 0.69% | Q4 2019 | Q3 2023 | 16 |
WATERS PARKERSON & CO., LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 16 |
Exane Asset Management | 8 | 2 | 0.01% | 4.56% | 14.33% | Q1 2016 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.09% | 0.13% | 0.15% | Q4 2018 | Q3 2022 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q1 2017 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.17% | 0.38% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.13% | 0.93% | 2.80% | Q4 2013 | Q4 2019 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.01% | 0.12% | 0.98% | Q2 2013 | Q1 2017 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q1 2017 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.11% | 0.30% | Q4 2019 | Q3 2023 | 16 |
BerganKDV Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.19% | 0.35% | 0.52% | Q4 2019 | Q3 2023 | 16 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2021 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2022 | 16 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.03% | 0.13% | 0.27% | Q4 2016 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
CONNABLE OFFICE INC | 15 | 1 | 0.31% | 0.58% | 1.03% | Q2 2016 | Q1 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
ASPIRIANT, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.30% | 0.36% | Q2 2013 | Q4 2016 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 3.22% | 3.81% | 4.36% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Bay Harbor Wealth Management, LLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Fiduciary Group LLC | 8 | 8 | 0.01% | 0.17% | 0.62% | Q2 2015 | Q1 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.08% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.54% | 1.84% | 3.13% | Q4 2019 | Q3 2023 | 16 |
LAKE STREET PRIVATE WEALTH, LLC | 14 | 2 | 0.09% | 0.59% | 0.80% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Hodges Capital Management Inc. | 14 | 1 | 0.01% | 0.16% | 0.32% | Q1 2014 | Q3 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.12% | 0.50% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Waverton Investment Management Ltd | 16 | 16 | 0.14% | 0.22% | 0.41% | Q2 2013 | Q1 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.06% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.13% | 0.48% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Telemetry Investments, L.L.C. | 5 | 2 | 0.19% | 0.53% | 1.38% | Q4 2014 | Q3 2019 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.18% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.28% | 0.44% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 1.54% | 2.08% | 2.64% | Q4 2019 | Q3 2023 | 16 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2019 | 16 |
Rampart Investment Management Company, LLC | 16 | 16 | 0.07% | 0.23% | 0.50% | Q3 2016 | Q2 2020 | 16 |
Pendal Group Ltd | 16 | 16 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q2 2022 | 16 |
Merit Financial Group, LLC | 12 | 4 | 0.05% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.23% | 0.37% | 0.85% | Q4 2019 | Q3 2023 | 16 |
CAMBIAR INVESTORS LLC | 16 | 16 | 1.25% | 1.77% | 2.19% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.16% | 0.40% | 0.56% | Q4 2019 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.20% | 0.36% | 0.65% | Q1 2014 | Q4 2017 | 16 |
Private Ocean, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 16 |
Maryland Capital Management | 7 | 1 | 0.02% | 0.90% | 2.18% | Q1 2017 | Q3 2022 | 16 |
SIGNET FINANCIAL MANAGEMENT, LLC | 12 | 3 | 0.00% | 0.16% | 0.28% | Q1 2018 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.06% | 0.19% | 0.42% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 10 | 6 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 16 |
WASATCH ADVISORS LP | 16 | 16 | 0.07% | 0.12% | 0.26% | Q2 2013 | Q1 2017 | 16 |
Global Trust Asset Management, LLC | 10 | 1 | 0.01% | 0.20% | 0.53% | Q4 2017 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q1 2017 | 16 |
WELCH CAPITAL PARTNERS LLC/NY | 15 | 1 | 0.54% | 2.72% | 4.04% | Q2 2013 | Q3 2017 | 16 |
QVR LLC | 3 | 3 | 0.00% | 0.07% | 0.22% | Q1 2021 | Q3 2022 | 16 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 14 | 1 | 0.01% | 0.23% | 1.36% | Q3 2013 | Q4 2021 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.01% | 0.04% | 0.47% | Q2 2017 | Q1 2021 | 16 |
Broadleaf Partners, LLC | 16 | 16 | 1.29% | 2.20% | 3.12% | Q2 2019 | Q1 2023 | 16 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.00% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 16 |
Altium Wealth Management LLC | 16 | 16 | 0.06% | 0.13% | 0.22% | Q3 2018 | Q2 2022 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
King Wealth Management Group | 10 | 6 | 0.05% | 0.15% | 0.36% | Q1 2017 | Q3 2023 | 16 |
SFMG, LLC | 13 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2019 | 16 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 5 | 0.00% | 0.12% | 0.53% | Q4 2017 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.22% | 0.32% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 16 | 16 | 0.04% | 0.08% | 0.17% | Q1 2020 | Q4 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
1st Global Advisors, Inc. | 16 | 16 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q2 2017 | 16 |
MASTRAPASQUA ASSET MANAGEMENT INC | 16 | 16 | 0.80% | 1.02% | 1.24% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NWI MANAGEMENT LP | 16 | 16 | 0.03% | 0.56% | 3.18% | Q2 2013 | Q1 2017 | 16 |
Platform Technology Partners | 10 | 5 | 0.40% | 0.60% | 0.75% | Q4 2019 | Q3 2023 | 15 |
Invst, LLC | 15 | 15 | 0.09% | 0.22% | 0.37% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.26% | 0.36% | 0.46% | Q2 2013 | Q4 2016 | 15 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 4 | 0.06% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 15 |
C M BIDWELL & ASSOCIATES LTD | 8 | 1 | 0.00% | 0.46% | 1.89% | Q2 2013 | Q1 2022 | 15 |
HARTWELL J M LIMITED PARTNERSHIP | 8 | 7 | 0.05% | 0.20% | 0.39% | Q3 2014 | Q3 2018 | 15 |
WEST CHESTER CAPITAL ADVISORS, INC | 9 | 2 | 0.24% | 0.57% | 1.14% | Q2 2013 | Q3 2019 | 15 |
DENALI ADVISORS LLC | 10 | 1 | 0.00% | 0.17% | 0.27% | Q3 2015 | Q3 2023 | 15 |
DELTA LLOYD NV | 14 | 1 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q1 2017 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q4 2016 | 15 |
CAZ INVESTMENTS LP | 15 | 15 | 0.69% | 1.16% | 1.80% | Q2 2015 | Q4 2018 | 15 |
LAU ASSOCIATES LLC | 15 | 15 | 0.64% | 1.18% | 1.82% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.15% | 0.21% | 0.23% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.26% | 0.35% | 0.48% | Q2 2013 | Q4 2016 | 15 |
TAURUS ASSET MANAGEMENT, LLC | 10 | 5 | 0.02% | 0.50% | 1.48% | Q1 2017 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q4 2017 | 15 |
Estabrook Capital Management | 8 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 15 |
WestEnd Advisors, LLC | 11 | 4 | 0.00% | 2.09% | 4.50% | Q1 2017 | Q1 2022 | 15 |
Baker Ellis Asset Management LLC | 15 | 15 | 0.13% | 0.36% | 0.47% | Q1 2020 | Q3 2023 | 15 |
PREMIER ASSET MANAGEMENT LLC | 7 | 1 | 0.05% | 0.98% | 2.73% | Q1 2016 | Q2 2022 | 15 |
Clal Insurance Enterprises Holdings Ltd | 15 | 15 | 0.00% | 0.50% | 1.09% | Q2 2019 | Q4 2022 | 15 |
LaFleur & Godfrey LLC | 14 | 1 | 0.06% | 1.01% | 1.72% | Q2 2015 | Q1 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.23% | 0.29% | 0.33% | Q3 2011 | Q3 2015 | 15 |
Brown Advisory Securities, LLC | 9 | 6 | 0.05% | 0.07% | 0.10% | Q3 2014 | Q4 2018 | 15 |
Hudson Bay Capital Management LP | 2 | 1 | 0.05% | 0.25% | 0.76% | Q2 2017 | Q3 2023 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 9 | 1 | 0.32% | 2.78% | 6.20% | Q2 2013 | Q4 2020 | 15 |
Diversified Investment Strategies, LLC | 15 | 15 | 0.40% | 0.50% | 0.67% | Q2 2013 | Q4 2016 | 15 |
Assured Investment Management LLC | 4 | 1 | 0.00% | 0.12% | 0.70% | Q3 2014 | Q1 2019 | 15 |
CONNORS INVESTOR SERVICES INC | 15 | 15 | 0.07% | 1.18% | 1.52% | Q1 2020 | Q3 2023 | 15 |
BLUESTEIN R H & CO LLC | 8 | 1 | 0.01% | 0.73% | 2.29% | Q1 2015 | Q1 2022 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.00% | 0.16% | 0.58% | Q2 2020 | Q4 2023 | 15 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 14 | 1 | 0.18% | 2.14% | 3.12% | Q2 2018 | Q3 2023 | 15 |
Edgestream Partners, L.P. | 8 | 1 | 0.02% | 0.18% | 0.81% | Q3 2018 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 2 | 0.00% | 0.11% | 0.33% | Q4 2019 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 12 | 3 | 0.15% | 0.22% | 0.64% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
COMERICA SECURITIES,INC. | 12 | 3 | 0.09% | 0.18% | 0.35% | Q1 2019 | Q3 2023 | 15 |
HONEYWELL INTERNATIONAL INC | 11 | 4 | 0.52% | 0.95% | 1.28% | Q4 2013 | Q3 2018 | 15 |
Riggs Asset Managment Co. Inc. | 12 | 3 | 0.00% | 0.55% | 1.74% | Q3 2015 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.20% | 0.26% | 0.36% | Q1 2020 | Q3 2023 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 15 | 0.00% | 0.05% | 0.66% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 8 | 7 | 0.02% | 0.15% | 0.37% | Q4 2018 | Q3 2022 | 15 |
Donald L. Hagan, LLC | 15 | 15 | 0.27% | 0.55% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Moisand Fitzgerald Tamayo, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 15 |
Westbourne Investment Advisors, Inc. | 12 | 3 | 0.31% | 2.65% | 3.72% | Q3 2019 | Q3 2023 | 15 |
Sciencast Management LP | 4 | 1 | 0.11% | 0.57% | 1.14% | Q2 2016 | Q3 2023 | 15 |
Cornerstone Advisory, LLC | 6 | 3 | 0.04% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.24% | 0.36% | 0.46% | Q3 2016 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
Berman Capital Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2021 | 15 |
Aevitas Wealth Management, Inc. | 9 | 6 | 0.02% | 0.20% | 0.35% | Q4 2017 | Q4 2022 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.03% | 0.13% | 0.28% | Q4 2017 | Q3 2023 | 15 |
Financial Advocates Investment Management | 14 | 1 | 0.03% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.03% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Biltmore Family Office, LLC | 15 | 15 | 0.10% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
All Terrain Financial Advisors, LLC | 13 | 2 | 0.07% | 0.13% | 0.17% | Q3 2019 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.04% | 0.13% | 0.27% | Q4 2017 | Q3 2023 | 15 |
AMARILLO NATIONAL BANK | 12 | 1 | 0.08% | 0.14% | 0.36% | Q2 2013 | Q2 2020 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Essex Savings Bank | 12 | 3 | 0.02% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 15 |
Principal Street Partners, LLC | 15 | 15 | 0.11% | 0.72% | 2.28% | Q1 2020 | Q3 2023 | 15 |
Qtron Investments LLC | 15 | 15 | 0.07% | 0.22% | 0.33% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.06% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Red Door Wealth Management, LLC | 12 | 3 | 0.10% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Winning Points Advisors, LLC | 14 | 1 | 0.38% | 0.46% | 0.63% | Q4 2016 | Q4 2021 | 15 |
First Citizens Financial Corp | 13 | 2 | 0.25% | 0.38% | 0.54% | Q4 2019 | Q3 2023 | 15 |
Strategic Wealth Investment Group, LLC | 14 | 1 | 0.34% | 0.53% | 0.75% | Q4 2019 | Q3 2023 | 15 |
Archer Investment Corp | 15 | 15 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 15 |
Procyon Advisors, LLC | 12 | 3 | 0.04% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 15 |
Stolper Co | 15 | 15 | 1.60% | 2.05% | 2.48% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.26% | 0.33% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Richard P Slaughter Associates Inc | 8 | 7 | 0.37% | 0.83% | 1.55% | Q4 2019 | Q4 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Gleason Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.15% | Q4 2019 | Q2 2023 | 15 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.06% | 0.19% | Q3 2018 | Q2 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 14 |
IMPAX ASSET MANAGEMENT LLC | 14 | 14 | 0.65% | 0.92% | 1.14% | Q4 2013 | Q1 2017 | 14 |
Avitas Wealth Management LLC | 9 | 2 | 0.26% | 0.57% | 0.96% | Q2 2018 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Gardner Russo & Gardner | 14 | 14 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Gerstein Fisher | 14 | 14 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Canal Capital Management, LLC | 14 | 14 | 0.05% | 0.85% | 1.42% | Q2 2020 | Q3 2023 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 0.09% | 0.70% | 1.27% | Q2 2013 | Q3 2016 | 14 |
KEELEY ASSET MANAGEMENT CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Jacobus Wealth Management, Inc. | 10 | 4 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2017 | 14 |
Global Frontier Investments LLC | 14 | 14 | 1.92% | 3.04% | 4.52% | Q2 2020 | Q3 2023 | 14 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 12 | 2 | 0.51% | 0.93% | 1.58% | Q3 2019 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 2 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q2 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 1 | 0.02% | 0.69% | 5.01% | Q4 2018 | Q3 2023 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.07% | 0.64% | Q4 2015 | Q4 2022 | 14 |
Pekin Hardy Strauss, Inc. | 13 | 13 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q4 2019 | 14 |
Realta Investment Advisors | 6 | 2 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 14 |
Inscription Capital, LLC | 14 | 14 | 0.45% | 0.78% | 0.98% | Q2 2020 | Q3 2023 | 14 |
Eisler Capital (UK) Ltd. | 8 | 8 | 0.01% | 0.65% | 2.35% | Q4 2021 | Q3 2023 | 14 |
Jupiter Wealth Management LLC | 13 | 1 | 0.18% | 0.85% | 1.44% | Q2 2019 | Q3 2023 | 14 |
DORCHESTER WEALTH MANAGEMENT Co | 10 | 4 | 0.06% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 14 |
HOEY INVESTMENTS, INC | 13 | 1 | 0.06% | 0.82% | 1.65% | Q4 2019 | Q3 2023 | 14 |
Wambolt & Associates, LLC | 14 | 14 | 0.13% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Modus Advisors, LLC | 13 | 1 | 0.06% | 0.15% | 0.18% | Q2 2020 | Q4 2023 | 14 |
DEERE & CO | 14 | 14 | 0.24% | 0.33% | 0.38% | Q2 2013 | Q3 2016 | 14 |
Marshall Wace North America L.P. | 8 | 1 | 0.00% | 0.13% | 0.45% | Q1 2017 | Q3 2021 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.06% | 0.09% | Q2 2015 | Q3 2019 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.10% | 0.20% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Sargent Investment Group, LLC | 13 | 1 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 14 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q2 2023 | 14 |
Horst & Graben Wealth Management LLC | 14 | 14 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.13% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.04% | 0.22% | Q4 2019 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Selway Asset Management | 13 | 1 | 0.12% | 0.63% | 2.90% | Q1 2019 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 14 | 14 | 0.11% | 0.19% | 0.28% | Q2 2020 | Q3 2023 | 14 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 14 | 14 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.11% | 0.34% | Q4 2016 | Q1 2023 | 14 |
Jolley Asset Management, LLC | 10 | 4 | 0.01% | 0.11% | 0.43% | Q2 2016 | Q1 2020 | 14 |
Varma Mutual Pension Insurance Co | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Ackerman Capital Advisors, LLC | 11 | 3 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Legacy Advisors, LLC | 7 | 1 | 0.00% | 0.05% | 0.25% | Q3 2017 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.27% | 0.41% | 0.58% | Q2 2020 | Q3 2023 | 14 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 12 | 2 | 0.17% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 14 |
GILDER GAGNON HOWE & CO LLC | 14 | 14 | 0.00% | 0.53% | 0.90% | Q3 2018 | Q4 2021 | 14 |
Hillsdale Investment Management Inc. | 11 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.14% | 0.28% | 0.38% | Q2 2013 | Q3 2016 | 14 |
Visium Asset Management, LP | 8 | 1 | 0.00% | 0.08% | 0.30% | Q4 2013 | Q1 2016 | 14 |
JAG CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.24% | 2.01% | Q1 2020 | Q2 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.02% | 0.33% | 0.62% | Q2 2013 | Q3 2016 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 5 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q2 2021 | 14 |
Dakota Wealth Management | 14 | 14 | 0.03% | 0.17% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.13% | 0.30% | 0.44% | Q1 2016 | Q2 2019 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Baillie Gifford | 14 | 14 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q4 2017 | 14 |
GLG Partners LP | 12 | 1 | 0.06% | 0.21% | 0.76% | Q4 2013 | Q4 2017 | 14 |
West Oak Capital, LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 14 |
Sompo Asset Management Co., Ltd. | 10 | 4 | 0.05% | 0.18% | 0.54% | Q2 2017 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
COMMUNITY TRUST & INVESTMENT CO | 14 | 14 | 0.07% | 0.09% | 0.10% | Q2 2014 | Q3 2017 | 14 |
Regal Wealth Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 14 |
Parametric Risk Advisors LLC | 14 | 14 | 0.10% | 1.32% | 3.54% | Q2 2013 | Q3 2016 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q3 2020 | 14 |
Timber Hill LLC | 4 | 2 | 0.00% | 0.06% | 0.54% | Q2 2013 | Q1 2018 | 14 |
Royal Fund Management, LLC | 12 | 2 | 0.00% | 0.02% | 0.17% | Q4 2016 | Q2 2020 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 14 |
Dana Investment Advisors, Inc. | 10 | 4 | 0.01% | 0.24% | 1.22% | Q2 2015 | Q1 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.21% | 0.26% | 0.31% | Q4 2017 | Q1 2021 | 14 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 14 | 14 | 0.66% | 0.80% | 0.94% | Q2 2020 | Q3 2023 | 14 |
Stanley-Laman Group, Ltd. | 8 | 1 | 0.04% | 0.48% | 1.33% | Q1 2014 | Q4 2019 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Clear Harbor Asset Management, LLC | 6 | 1 | 0.01% | 0.11% | 0.59% | Q2 2017 | Q3 2023 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.32% | 0.57% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.19% | 0.55% | Q4 2013 | Q3 2023 | 14 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q1 2023 | 14 |
Larson Financial Group LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 14 |
Swift Run Capital | 14 | 14 | 2.01% | 4.68% | 6.31% | Q2 2016 | Q3 2019 | 14 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 14 | 14 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q2 2020 | 14 |
National Mutual Insurance Federation of Agricultural Cooperatives | 10 | 4 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q2 2019 | 14 |
Steigerwald, Gordon & Koch Inc. | 13 | 1 | 0.08% | 0.10% | 0.13% | Q4 2013 | Q3 2017 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.22% | 0.33% | 0.58% | Q4 2019 | Q1 2023 | 14 |
Nikko Asset Management Americas, Inc. | 14 | 14 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.08% | 0.36% | 0.86% | Q4 2013 | Q1 2021 | 14 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 10 | 4 | 0.87% | 2.15% | 4.34% | Q2 2013 | Q4 2016 | 14 |
Rossmore Private Capital | 10 | 4 | 0.04% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 14 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Edge Capital Group, LLC | 7 | 2 | 0.01% | 0.09% | 0.39% | Q1 2019 | Q3 2023 | 13 |
Axiom Investment Management LLC | 10 | 3 | 0.06% | 0.70% | 2.13% | Q4 2018 | Q4 2022 | 13 |
WESTWOOD HOLDINGS GROUP INC | 13 | 13 | 0.01% | 0.78% | 1.16% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.18% | 0.36% | 0.58% | Q4 2015 | Q4 2018 | 13 |
Aspire Private Capital, LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 13 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.13% | 0.36% | Q3 2020 | Q2 2023 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
RELIANCE TRUST CO OF DELAWARE | 13 | 13 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q2 2016 | 13 |
Fusion Family Wealth LLC | 13 | 13 | 0.01% | 0.08% | 0.19% | Q4 2016 | Q4 2019 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 13 | 13 | 0.06% | 0.77% | 1.03% | Q3 2020 | Q3 2023 | 13 |
CLINTON GROUP INC | 9 | 1 | 0.03% | 0.69% | 2.97% | Q2 2013 | Q3 2018 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.00% | 0.14% | 0.38% | Q4 2016 | Q4 2019 | 13 |
JSF Financial, LLC | 13 | 13 | 0.11% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Norway Savings Bank | 10 | 3 | 0.00% | 0.07% | 0.35% | Q2 2017 | Q3 2023 | 13 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 13 | 0.12% | 0.41% | 0.57% | Q3 2020 | Q3 2023 | 13 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.05% | 0.20% | 0.66% | Q2 2013 | Q3 2023 | 13 |
Garrison Asset Management, LLC | 13 | 13 | 0.13% | 1.14% | 1.89% | Q4 2016 | Q4 2019 | 13 |
Nippon Life Global Investors Americas, Inc. | 3 | 1 | 0.13% | 0.37% | 0.62% | Q1 2017 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.09% | 0.40% | Q1 2019 | Q3 2023 | 13 |
Homrich & Berg | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2021 | 13 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 11 | 2 | 0.54% | 1.14% | 2.69% | Q2 2013 | Q2 2017 | 13 |
Factorial Partners, LLC | 8 | 5 | 0.61% | 2.61% | 3.68% | Q2 2019 | Q3 2023 | 13 |
Corundum Group, Inc. | 12 | 1 | 0.20% | 0.41% | 0.67% | Q4 2019 | Q3 2023 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q4 2016 | 13 |
J. L. Bainbridge & Co., Inc. | 13 | 13 | 3.41% | 4.18% | 5.09% | Q3 2020 | Q3 2023 | 13 |
Contrarius Investment Management Ltd | 11 | 2 | 0.12% | 1.32% | 4.93% | Q3 2014 | Q1 2019 | 13 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2023 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.23% | 1.25% | Q1 2018 | Q2 2023 | 13 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 1 | 0.01% | 0.72% | 0.92% | Q3 2018 | Q3 2023 | 13 |
Samsung Asset Management (New York), Inc. | 10 | 3 | 0.79% | 1.59% | 2.36% | Q2 2013 | Q3 2016 | 13 |
Alberta Investment Management Corp | 6 | 1 | 0.01% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 13 |
Redmond Asset Management, LLC | 13 | 13 | 0.59% | 0.79% | 0.95% | Q2 2013 | Q2 2016 | 13 |
NorthCoast Asset Management LLC | 4 | 1 | 0.04% | 0.65% | 2.91% | Q2 2013 | Q3 2021 | 13 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 1 | 0.01% | 0.12% | 0.71% | Q2 2013 | Q4 2022 | 13 |
Costello Asset Management, INC | 12 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 13 |
IMA Wealth, Inc. | 13 | 13 | 0.00% | 0.65% | 1.25% | Q2 2017 | Q2 2020 | 13 |
Brookstone Capital Management | 11 | 2 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 13 |
180 WEALTH ADVISORS, LLC | 13 | 13 | 0.16% | 0.26% | 0.39% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.11% | 0.22% | 0.27% | Q3 2020 | Q3 2023 | 13 |
LBA Wealth Management, LLC | 7 | 6 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q1 2017 | 13 |
Select Asset Management & Trust | 10 | 1 | 0.12% | 0.37% | 1.65% | Q4 2013 | Q3 2023 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.20% | 0.93% | 2.02% | Q4 2013 | Q4 2021 | 13 |
Euclid Advisors LLC | 13 | 13 | 0.02% | 0.36% | 0.62% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.06% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
BURNEY CO/ | 12 | 1 | 0.01% | 0.34% | 0.56% | Q1 2015 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.01% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 13 |
First Dallas Securities Inc. | 13 | 13 | 0.21% | 0.35% | 0.51% | Q3 2020 | Q3 2023 | 13 |
AM INVESTMENT STRATEGIES LLC | 13 | 13 | 1.17% | 1.94% | 2.88% | Q3 2020 | Q3 2023 | 13 |
Bison Wealth, LLC | 12 | 1 | 0.10% | 0.29% | 0.63% | Q4 2014 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
EASTERLY INVESTMENT PARTNERS LLC | 13 | 13 | 1.77% | 2.64% | 3.92% | Q3 2020 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
INSIGHT 2811, INC. | 5 | 1 | 0.08% | 0.16% | 0.19% | Q2 2013 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.09% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Asio Capital, LLC | 13 | 13 | 0.63% | 1.04% | 1.29% | Q4 2019 | Q4 2022 | 13 |
Wealth Advisors of Tampa Bay, LLC | 13 | 13 | 1.59% | 2.05% | 2.51% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 10 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q3 2018 | 13 |
Hilton Capital Management, LLC | 12 | 1 | 0.01% | 0.68% | 2.75% | Q4 2016 | Q3 2023 | 13 |
Providence First Trust Co | 13 | 13 | 0.47% | 1.26% | 2.28% | Q2 2017 | Q2 2020 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.20% | 0.27% | 0.32% | Q2 2013 | Q2 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.18% | 0.22% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Jackson, Grant Investment Advisers, Inc. | 11 | 1 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 13 |
MARATHON ASSET MANAGEMENT LLP | 8 | 5 | 0.07% | 0.54% | 1.42% | Q2 2013 | Q1 2017 | 13 |
Truehand, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Teza Capital Management LLC | 4 | 1 | 0.05% | 0.54% | 1.35% | Q3 2018 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.10% | 0.15% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Peloton Wealth Strategists | 13 | 13 | 0.15% | 0.39% | 1.23% | Q3 2020 | Q3 2023 | 13 |
Game Plan Financial Advisors, LLC | 13 | 13 | 0.25% | 0.98% | 1.41% | Q4 2019 | Q4 2022 | 13 |
Steinberg Global Asset Management | 8 | 1 | 0.04% | 0.05% | 0.11% | Q3 2014 | Q1 2019 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.03% | 0.15% | 0.34% | Q3 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.02% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.18% | 0.43% | 0.77% | Q3 2020 | Q3 2023 | 13 |
OARSMAN CAPITAL, INC. | 13 | 13 | 0.42% | 0.70% | 0.85% | Q3 2020 | Q3 2023 | 13 |
Mint Tower Capital Management B.V. | 6 | 6 | 0.02% | 0.24% | 0.50% | Q1 2022 | Q2 2023 | 13 |
Soltis Investment Advisors LLC | 13 | 13 | 0.03% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 13 |
NewEdge Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
PARUS FINANCE (UK) Ltd | 12 | 12 | 3.32% | 5.77% | 11.47% | Q3 2012 | Q2 2015 | 12 |
West Branch Capital LLC | 7 | 1 | 0.01% | 0.41% | 2.10% | Q1 2018 | Q2 2023 | 12 |
CIBC BANK USA | 11 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 12 |
ENDEAVOUR CAPITAL ADVISORS INC | 6 | 6 | 0.65% | 1.29% | 1.74% | Q2 2013 | Q4 2016 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.29% | 0.99% | 1.52% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 9 | 1 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 12 |
Impax Asset Management Group plc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Calvert Investment Management, Inc. | 12 | 12 | 0.09% | 0.52% | 1.34% | Q2 2013 | Q1 2016 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.07% | 0.18% | 0.47% | Q4 2020 | Q3 2023 | 12 |
ARS Wealth Advisors, LLC | 7 | 2 | 0.06% | 0.08% | 0.11% | Q1 2017 | Q2 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.08% | 0.13% | Q4 2016 | Q3 2019 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.23% | 0.27% | 0.38% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.01% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
JT Stratford LLC | 6 | 2 | 0.26% | 0.59% | 0.77% | Q4 2016 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Azora Capital LP | 10 | 1 | 1.32% | 4.84% | 12.87% | Q4 2018 | Q2 2022 | 12 |
One River Asset Management, LLC | 4 | 4 | 0.04% | 0.21% | 0.49% | Q4 2022 | Q3 2023 | 12 |
Fernwood Investment Management, LLC | 12 | 12 | 0.09% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
McGinn Penninger Investment Management, Inc. | 12 | 12 | 2.39% | 2.66% | 3.12% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 12 | 12 | 1.20% | 1.77% | 2.27% | Q4 2020 | Q3 2023 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Blueshift Asset Management, LLC | 9 | 1 | 0.03% | 0.24% | 0.84% | Q3 2019 | Q3 2023 | 12 |
HOLDERNESS INVESTMENTS CO | 12 | 12 | 0.09% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Nicholas Hoffman & Company, LLC. | 12 | 12 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES INC | 8 | 4 | 0.11% | 0.17% | 0.28% | Q4 2015 | Q4 2018 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.06% | 0.27% | 0.42% | Q4 2016 | Q3 2019 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.91% | 1.02% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.22% | 0.33% | 0.40% | Q2 2013 | Q1 2016 | 12 |
MCRAE CAPITAL MANAGEMENT INC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Mission Creek Capital Partners, Inc. | 12 | 12 | 0.11% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 1 | 0.02% | 0.34% | 2.01% | Q3 2013 | Q4 2019 | 12 |
Aureus Asset Management, LLC | 6 | 2 | 0.02% | 0.52% | 2.17% | Q2 2015 | Q2 2022 | 12 |
Citizens National Bank Trust Department | 12 | 12 | 0.21% | 0.54% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.59% | 0.67% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.15% | 0.88% | 1.73% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.05% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Maltin Wealth Management, Inc. | 12 | 12 | 0.15% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.08% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Stillwater Capital Advisors, LLC | 12 | 12 | 0.76% | 1.81% | 2.21% | Q2 2016 | Q1 2019 | 12 |
Bank of Marin | 12 | 12 | 0.18% | 0.27% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Odey Holdings AG | 10 | 2 | 0.48% | 3.44% | 7.18% | Q1 2015 | Q2 2019 | 12 |
REYNOLDS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.26% | 0.54% | 1.00% | Q2 2013 | Q1 2016 | 12 |
Aristides Capital LLC | 12 | 12 | 0.21% | 0.37% | 0.53% | Q4 2020 | Q3 2023 | 12 |
NN Investment Partners Holdings N.V. | 6 | 1 | 0.00% | 0.05% | 0.11% | Q1 2016 | Q4 2021 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.27% | 0.32% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.20% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 12 | 12 | 0.17% | 0.30% | 0.38% | Q4 2013 | Q3 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.22% | 0.27% | 0.31% | Q2 2013 | Q1 2016 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ROBERTS GLORE & CO INC /IL/ | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.12% | 0.23% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 1.53% | 1.94% | 2.60% | Q4 2020 | Q3 2023 | 12 |
GRANDFIELD & DODD, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q2 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Springhouse Capital Management, LP | 5 | 3 | 2.57% | 6.80% | 10.96% | Q4 2015 | Q3 2020 | 12 |
NOTTINGHAM ADVISORS, INC. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2019 | 12 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.03% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.65% | 0.91% | 1.32% | Q4 2020 | Q3 2023 | 12 |
XML Financial, LLC | 12 | 12 | 0.10% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.88% | 2.34% | Q2 2018 | Q1 2021 | 12 |
EPG Wealth Management LLC | 10 | 2 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q3 2023 | 12 |
Addison Capital Co | 6 | 6 | 0.30% | 1.39% | 2.56% | Q1 2017 | Q1 2020 | 12 |
PRIMECAP MANAGEMENT CO/CA/ | 12 | 12 | 0.14% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.04% | 0.23% | 0.36% | Q4 2016 | Q3 2019 | 12 |
Itau Unibanco Holding S.A. | 7 | 5 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q2 2023 | 12 |
RAINIER INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.46% | 0.64% | 0.99% | Q2 2013 | Q3 2017 | 12 |
Newman Dignan & Sheerar, Inc. | 12 | 12 | 0.03% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.10% | 0.31% | Q4 2016 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 2.39% | 2.90% | 3.73% | Q4 2020 | Q3 2023 | 12 |
ZWEIG ADVISERS LLC | 12 | 12 | 1.37% | 1.70% | 1.97% | Q2 2013 | Q1 2016 | 12 |
Advocacy Wealth Management Services, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 12 |
Pettee Investors, Inc. | 12 | 12 | 0.15% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.24% | 0.35% | 0.51% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 12 | 12 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Rheos Capital Works Inc. | 12 | 12 | 0.30% | 0.57% | 0.79% | Q1 2020 | Q4 2022 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 12 |
Financial Partners Group, Inc | 12 | 12 | 0.06% | 0.11% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 12 |
GUARDIAN CAPITAL LP | 5 | 2 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q2 2017 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 12 |
Cooper Financial Group | 12 | 12 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Aft, Forsyth & Sober, LLC | 12 | 12 | 0.41% | 0.84% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
FARMERS TRUST CO | 12 | 12 | 0.08% | 1.04% | 1.81% | Q1 2014 | Q4 2016 | 12 |
Mizuho Markets Cayman LP | 7 | 1 | 0.00% | 0.06% | 0.20% | Q1 2020 | Q3 2022 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.25% | 0.59% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.51% | 0.69% | Q1 2018 | Q3 2023 | 12 |
Westend Capital Management, LLC | 10 | 1 | 0.12% | 2.03% | 2.85% | Q2 2013 | Q3 2016 | 12 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12 | 12 | 2.17% | 3.52% | 4.91% | Q1 2017 | Q4 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
St. Johns Investment Management Company, LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2018 | 12 |
Wealthgate Family Office, LLC | 12 | 12 | 0.62% | 0.93% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.92% | 2.11% | 2.39% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.13% | 0.37% | 0.46% | Q2 2013 | Q1 2016 | 12 |
Cornerstone Wealth Group, LLC | 12 | 12 | 0.60% | 0.76% | 1.05% | Q4 2020 | Q3 2023 | 12 |
J.P. Marvel Investment Advisors, LLC | 9 | 3 | 0.22% | 0.66% | 1.90% | Q2 2013 | Q1 2023 | 12 |
Aries Wealth Management | 5 | 1 | 0.08% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 0.12% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.01% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.08% | 0.39% | Q4 2016 | Q3 2023 | 12 |
First National Bank of Mount Dora, Trust Investment Services | 12 | 12 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q4 2023 | 12 |
Vantis Investment Advisers L.P. | 7 | 1 | 5.25% | 13.32% | 23.90% | Q2 2017 | Q4 2021 | 12 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 12 |
Packer & Co Ltd | 12 | 12 | 1.27% | 4.00% | 5.68% | Q4 2015 | Q3 2018 | 12 |
Atom Investors LP | 5 | 1 | 0.21% | 0.49% | 1.07% | Q4 2018 | Q3 2023 | 12 |
United Asset Strategies, Inc. | 10 | 2 | 0.28% | 0.58% | 0.76% | Q1 2017 | Q1 2020 | 12 |
Granger Management LLC | 12 | 12 | 0.04% | 0.19% | 0.85% | Q4 2020 | Q3 2023 | 12 |
East Coast Asset Management, LLC. | 12 | 12 | 0.01% | 0.28% | 0.36% | Q4 2012 | Q3 2015 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.04% | 0.18% | 0.28% | Q4 2016 | Q3 2019 | 12 |
VICUS CAPITAL | 6 | 2 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2022 | 12 |
DAVIS-REA LTD. | 11 | 11 | 1.60% | 2.64% | 3.48% | Q2 2017 | Q4 2019 | 11 |
Connecticut Wealth Management, LLC | 7 | 4 | 0.02% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.07% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 11 |
VESTOR CAPITAL, LLC | 8 | 3 | 0.01% | 0.14% | 0.51% | Q1 2018 | Q4 2022 | 11 |
RWA WEALTH PARTNERS, LLC | 9 | 2 | 0.04% | 0.09% | 0.20% | Q1 2017 | Q3 2023 | 11 |
CrestPoint Capital Management, LLC | 6 | 5 | 0.14% | 0.21% | 0.33% | Q1 2014 | Q3 2017 | 11 |
Private Wealth Advisors, Inc. | 9 | 2 | 0.08% | 0.14% | 0.21% | Q4 2017 | Q4 2020 | 11 |
BHF Kleinwort Benson Group S.A. | 10 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2016 | 11 |
Navalign, LLC | 11 | 11 | 0.31% | 0.35% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 8 | 3 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q4 2021 | 11 |
Klingman & Associates, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.05% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 11 |
AAFMAA Wealth Management & Trust LLC | 11 | 11 | 1.37% | 1.88% | 2.70% | Q1 2021 | Q3 2023 | 11 |
NatWest Group plc | 10 | 1 | 0.00% | 0.10% | 0.59% | Q2 2013 | Q3 2016 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.02% | 0.10% | 0.27% | Q4 2022 | Q3 2023 | 11 |
Cornerstone Advisors, LLC | 11 | 11 | 0.12% | 0.36% | 0.60% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT PARTNERS, LTD. | 11 | 11 | 0.12% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 3 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2018 | 11 |
Strategic Financial Services, Inc, | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
L2 Asset Management, LLC | 11 | 11 | 0.14% | 0.45% | 1.15% | Q1 2021 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.47% | 0.54% | 0.65% | Q2 2020 | Q4 2022 | 11 |
Malaga Cove Capital, LLC | 11 | 11 | 0.32% | 0.45% | 0.60% | Q1 2021 | Q3 2023 | 11 |
First Western Capital Management Co | 9 | 2 | 0.06% | 0.60% | 0.98% | Q4 2013 | Q4 2016 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.34% | 0.68% | 0.96% | Q1 2021 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Traynor Capital Management, Inc. | 8 | 3 | 0.03% | 0.19% | 0.53% | Q2 2019 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Burt Wealth Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2020 | 11 |
Keystone Financial Group | 10 | 1 | 0.07% | 0.11% | 0.15% | Q3 2020 | Q2 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.01% | 0.60% | 0.86% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.07% | 0.09% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Redhawk Wealth Advisors, Inc. | 8 | 1 | 0.01% | 0.20% | 0.42% | Q2 2019 | Q4 2022 | 11 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 3 | 0.01% | 0.28% | 0.79% | Q1 2020 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 10 | 1 | 0.02% | 0.07% | 0.20% | Q1 2018 | Q3 2023 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.89% | 1.20% | 2.26% | Q1 2021 | Q3 2023 | 11 |
Garde Capital, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KR CAPITAL ADVISORS INC | 11 | 11 | 4.07% | 5.43% | 11.26% | Q2 2013 | Q4 2015 | 11 |
BW Gestao de Investimentos Ltda. | 10 | 1 | 0.20% | 1.85% | 7.24% | Q4 2013 | Q3 2016 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.06% | 0.09% | 0.10% | Q4 2016 | Q2 2019 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 0.77% | 0.97% | 1.67% | Q1 2021 | Q3 2023 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2018 | 11 |
Arlington Partners LLC | 11 | 11 | 0.00% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.19% | 0.25% | 0.37% | Q1 2021 | Q3 2023 | 11 |
CHELSEA COUNSEL CO | 4 | 1 | 0.02% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 11 |
1900 WEALTH MANAGEMENT LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Tetrem Capital Management Ltd. | 11 | 11 | 0.98% | 1.76% | 2.59% | Q2 2013 | Q4 2015 | 11 |
MOODY LYNN & LIEBERSON, LLC | 5 | 1 | 0.02% | 0.55% | 2.21% | Q3 2014 | Q3 2023 | 11 |
EMORY UNIVERSITY | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q4 2013 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.08% | 0.13% | 0.29% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
KWMG, LLC | 7 | 4 | 0.00% | 0.11% | 0.22% | Q4 2014 | Q1 2019 | 11 |
TUCKER ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Wealth Alliance | 10 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
CRA Financial Services, LLC | 11 | 11 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.48% | 0.66% | 1.09% | Q1 2018 | Q3 2020 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 5 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2017 | 11 |
Planned Solutions, Inc. | 7 | 4 | 0.07% | 0.17% | 0.23% | Q3 2020 | Q2 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.30% | 0.33% | 0.36% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.17% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Cordatus Wealth Management LLC | 4 | 1 | 0.10% | 0.21% | 0.64% | Q4 2019 | Q3 2023 | 11 |
NovaPoint Capital, LLC | 11 | 11 | 1.36% | 1.50% | 1.72% | Q1 2021 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.06% | 0.38% | 1.88% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
Csenge Advisory Group | 4 | 1 | 0.01% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.29% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 11 |
Jump Financial, LLC | 4 | 3 | 0.01% | 0.13% | 0.39% | Q3 2020 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q3 2023 | 11 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.13% | 0.17% | 0.21% | Q4 2016 | Q2 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
CAMBRIDGE TRUST CO | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
INSTITUTIONAL CAPITAL LLC | 11 | 11 | 0.72% | 2.43% | 3.61% | Q1 2014 | Q3 2016 | 11 |
Stratos Wealth Advisors, LLC | 6 | 2 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 11 |
McLean Asset Management Corp | 11 | 11 | 0.09% | 0.11% | 0.18% | Q2 2021 | Q4 2023 | 11 |
MATHER GROUP, LLC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Trinity Legacy Partners, LLC | 11 | 11 | 0.41% | 1.37% | 2.19% | Q1 2021 | Q3 2023 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.15% | 0.20% | 0.31% | Q1 2021 | Q3 2023 | 11 |
BRIDGES INVESTMENT MANAGEMENT INC | 11 | 11 | 0.01% | 0.10% | 0.30% | Q1 2017 | Q3 2019 | 11 |
British Airways Pensions Investment Management Ltd | 7 | 4 | 0.38% | 0.53% | 0.92% | Q4 2014 | Q1 2021 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 11 |
Railway Pension Investments Ltd | 11 | 11 | 0.52% | 0.86% | 1.16% | Q3 2019 | Q1 2022 | 11 |
Carnick & Kubik, LLC | 11 | 11 | 0.06% | 0.20% | 0.32% | Q3 2013 | Q1 2016 | 11 |
abrdn Investment Management Ltd | 11 | 11 | 0.16% | 0.43% | 0.95% | Q2 2013 | Q4 2015 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.36% | 0.48% | 0.61% | Q4 2018 | Q2 2021 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2020 | 11 |
Aurora Private Wealth, Inc. | 10 | 1 | 0.07% | 0.16% | 0.31% | Q1 2020 | Q2 2023 | 11 |
WESPAC Advisors, LLC | 7 | 1 | 0.24% | 1.50% | 2.40% | Q4 2013 | Q2 2022 | 11 |
Origin Asset Management LLP | 11 | 11 | 1.61% | 1.99% | 2.60% | Q2 2013 | Q4 2015 | 11 |
AIA Group Ltd | 10 | 1 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Core Alternative Capital | 11 | 11 | 0.01% | 0.23% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Spark Investment Management LLC | 11 | 11 | 9.19% | 26.96% | 55.60% | Q4 2020 | Q2 2023 | 11 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 10 |
CSS LLC/IL | 7 | 7 | 0.02% | 0.13% | 0.41% | Q1 2021 | Q3 2022 | 10 |
Berger Financial Group, Inc | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.38% | 0.86% | Q2 2013 | Q3 2023 | 10 |
Centre Asset Management, LLC | 8 | 2 | 0.06% | 0.41% | 1.03% | Q2 2013 | Q2 2016 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 10 |
FAIRFIELD, BUSH & CO. | 6 | 1 | 0.02% | 1.43% | 2.41% | Q2 2013 | Q2 2023 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q4 2022 | 10 |
RUDMAN ERROL M | 10 | 10 | 1.20% | 2.49% | 3.87% | Q4 2016 | Q1 2019 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.46% | 0.52% | 0.58% | Q2 2013 | Q3 2015 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Savior LLC | 7 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 10 |
JARISLOWSKY, FRASER Ltd | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 10 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 10 |
IMS Capital Management | 10 | 10 | 0.36% | 0.46% | 0.55% | Q2 2018 | Q3 2020 | 10 |
Elm Ridge Management, LLC | 8 | 2 | 0.99% | 1.92% | 2.53% | Q3 2013 | Q1 2019 | 10 |
Global Endowment Management, LP | 8 | 2 | 0.04% | 0.06% | 0.11% | Q4 2016 | Q2 2019 | 10 |
OAK RIDGE INVESTMENTS LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2015 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.07% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.12% | 0.15% | 0.32% | Q2 2021 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.18% | 0.22% | 0.25% | Q2 2013 | Q3 2015 | 10 |
Grandview Asset Management LLC | 9 | 1 | 0.05% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 10 |
Bluesphere Advisors, LLC | 10 | 10 | 0.20% | 0.30% | 0.48% | Q2 2021 | Q3 2023 | 10 |
JD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.25% | 1.10% | 3.70% | Q4 2013 | Q4 2014 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 1.41% | 1.65% | 1.79% | Q2 2013 | Q3 2015 | 10 |
Ninety One SA (PTY) Ltd | 6 | 4 | 0.02% | 0.31% | 1.03% | Q4 2017 | Q2 2021 | 10 |
Amundi | 10 | 10 | 0.08% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Americana Partners, LLC | 9 | 1 | 0.02% | 0.15% | 0.48% | Q4 2019 | Q2 2023 | 10 |
T2 Partners Management, LP | 10 | 10 | 1.18% | 4.08% | 5.16% | Q2 2013 | Q3 2015 | 10 |
MSD Partners, L.P. | 10 | 10 | 0.12% | 0.23% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.15% | 0.32% | 0.44% | Q2 2015 | Q3 2023 | 10 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.21% | 2.51% | 4.35% | Q2 2013 | Q1 2017 | 10 |
Clarus Wealth Advisors | 7 | 3 | 0.01% | 0.19% | 0.30% | Q2 2018 | Q4 2021 | 10 |
Johanson Financial Advisors, Inc. | 6 | 1 | 0.04% | 0.12% | 0.16% | Q3 2017 | Q4 2021 | 10 |
ARGI Investment Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.13% | 0.28% | 0.55% | Q4 2015 | Q1 2018 | 10 |
BOK Financial Private Wealth, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Blue Zone Wealth Advisors, LLC | 10 | 10 | 0.87% | 1.17% | 1.65% | Q2 2020 | Q3 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
TIAA, FSB | 5 | 5 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.23% | 0.75% | 1.93% | Q2 2021 | Q3 2023 | 10 |
American Trust Investment Advisors, LLC | 10 | 10 | 1.77% | 2.09% | 2.45% | Q1 2021 | Q2 2023 | 10 |
Intercontinental Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2022 | 10 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.54% | 1.72% | Q2 2013 | Q4 2020 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q3 2015 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.03% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
DUALITY ADVISERS, LP | 4 | 1 | 0.11% | 0.35% | 0.62% | Q4 2018 | Q2 2023 | 10 |
Warther Private Wealth, LLC | 10 | 10 | 0.66% | 2.39% | 4.51% | Q2 2021 | Q3 2023 | 10 |
DEARBORN PARTNERS LLC | 3 | 1 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 10 |
M Holdings Securities, Inc. | 5 | 2 | 0.06% | 0.21% | 0.41% | Q4 2018 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Pictet North America Advisors SA | 10 | 10 | 0.05% | 0.10% | 0.22% | Q2 2016 | Q3 2018 | 10 |
Quotient Investors, LLC | 7 | 3 | 0.10% | 0.43% | 1.04% | Q2 2013 | Q3 2017 | 10 |
REDW Wealth LLC | 7 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Apex Capital Management | 10 | 10 | 0.05% | 0.13% | 0.32% | Q2 2013 | Q3 2015 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.06% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.13% | 0.22% | 0.34% | Q2 2021 | Q3 2023 | 10 |
SpiderRock Advisors, LLC | 3 | 1 | 0.01% | 0.16% | 0.94% | Q1 2017 | Q3 2018 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.55% | 1.04% | Q1 2018 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Hixon Zuercher, LLC | 10 | 10 | 0.94% | 1.71% | 2.25% | Q2 2021 | Q3 2023 | 10 |
Redwood Investments, LLC | 6 | 4 | 0.00% | 0.94% | 1.58% | Q2 2013 | Q1 2018 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.05% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Wescott Financial Advisory Group, LLC | 10 | 10 | 0.17% | 0.45% | 1.26% | Q2 2021 | Q3 2023 | 10 |
Elite Wealth Management, Inc. | 9 | 1 | 0.02% | 0.48% | 1.52% | Q3 2012 | Q3 2016 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.14% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 10 |
DENVER INVESTMENT ADVISORS LLC | 4 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q1 2018 | 10 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Liberty Capital Management, Inc. | 10 | 10 | 0.16% | 0.41% | 0.57% | Q2 2021 | Q3 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 1.05% | 2.32% | Q2 2013 | Q4 2021 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.09% | 0.20% | 0.30% | Q2 2020 | Q3 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.16% | 0.20% | 0.25% | Q2 2021 | Q3 2023 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 10 |
Gilman Hill Asset Management, LLC | 10 | 10 | 0.04% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.02% | 0.91% | 1.85% | Q4 2016 | Q4 2021 | 10 |
Highland Private Wealth Management | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2022 | 10 |
American Research & Management Co. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 9 |
Wellesley Investment Partners, LLC | 9 | 9 | 0.20% | 0.32% | 0.37% | Q3 2016 | Q3 2018 | 9 |
Altman Advisors, Inc. | 8 | 1 | 0.82% | 1.36% | 1.59% | Q2 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Kingfisher Capital LLC | 9 | 9 | 0.86% | 1.19% | 1.35% | Q3 2016 | Q3 2018 | 9 |
Cardan Capital Partners, LLC | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2021 | 9 |
EQUITEC PROPRIETARY MARKETS, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2021 | 9 |
PEDDOCK CAPITAL ADVISORS, LLC | 8 | 1 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q4 2019 | 9 |
Airain ltd | 3 | 1 | 0.03% | 0.34% | 0.88% | Q2 2013 | Q2 2017 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.12% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 9 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.19% | 0.88% | Q4 2013 | Q3 2021 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Kidder Stephen W | 5 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2023 | 9 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.26% | 0.62% | 1.85% | Q1 2014 | Q1 2019 | 9 |
Requisite Capital Management, LLC | 4 | 1 | 0.08% | 0.22% | 0.58% | Q1 2019 | Q4 2021 | 9 |
Benson Investment Management Company, Inc. | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 9 |
LOEB PARTNERS CORP | 8 | 1 | 0.02% | 0.18% | 0.26% | Q2 2015 | Q4 2018 | 9 |
Patten Group, Inc. | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2021 | 9 |
P.A.W. CAPITAL CORP | 9 | 9 | 0.66% | 0.83% | 1.29% | Q3 2020 | Q3 2022 | 9 |
Modera Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.24% | 1.24% | Q2 2013 | Q1 2018 | 9 |
Baader Bank Aktiengesellschaft | 5 | 1 | 0.01% | 0.11% | 0.44% | Q4 2021 | Q2 2023 | 9 |
WP Advisors, LLC | 7 | 2 | 0.15% | 0.21% | 0.28% | Q1 2017 | Q2 2019 | 9 |
Grassi Investment Management | 9 | 9 | 0.50% | 0.94% | 1.18% | Q2 2017 | Q2 2019 | 9 |
Tweedy, Browne Co LLC | 9 | 9 | 0.59% | 0.72% | 0.99% | Q4 2018 | Q4 2020 | 9 |
LANSDOWNE PARTNERS (UK) LLP | 7 | 2 | 0.25% | 6.26% | 11.38% | Q2 2014 | Q4 2019 | 9 |
Strong Tower Advisory Services | 9 | 9 | 1.45% | 1.79% | 2.30% | Q3 2021 | Q3 2023 | 9 |
Quad-Cities Investment Group, LLC | 3 | 1 | 0.02% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 9 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2021 | 9 |
McCarthy Asset Management, Inc. | 6 | 3 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q2 2023 | 9 |
H2O AM LLP | 9 | 9 | 1.62% | 2.56% | 3.88% | Q4 2018 | Q4 2020 | 9 |
Seelaus Asset Management LLC | 6 | 3 | 0.14% | 0.22% | 0.51% | Q4 2020 | Q3 2023 | 9 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 9 |
GQG Partners LLC | 5 | 1 | 0.00% | 0.28% | 0.58% | Q4 2016 | Q3 2021 | 9 |
Freedom Investment Management, Inc. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2022 | 9 |
Pentwater Capital Management LP | 8 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q1 2022 | 9 |
PacWest Financial Management Inc | 9 | 9 | 0.32% | 0.92% | 1.61% | Q2 2013 | Q2 2015 | 9 |
PhiloSmith Capital Corp | 9 | 9 | 1.03% | 1.16% | 1.24% | Q3 2021 | Q3 2023 | 9 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 4 | 2.08% | 2.32% | 2.48% | Q2 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.23% | 0.26% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q4 2015 | 9 |
Jasper Ridge Partners, L.P. | 6 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q2 2015 | 9 |
Dynamic Capital Management Ltd | 4 | 1 | 0.09% | 0.46% | 1.77% | Q2 2013 | Q3 2018 | 9 |
Five Oceans Advisors | 9 | 9 | 0.15% | 0.19% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Secure Asset Management, LLC | 8 | 1 | 0.07% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 2.40% | 2.59% | 2.82% | Q3 2021 | Q3 2023 | 9 |
NWAM LLC | 5 | 1 | 0.02% | 0.10% | 0.22% | Q2 2012 | Q3 2023 | 9 |
Clear Perspective Advisors, LLC | 5 | 1 | 0.02% | 0.12% | 0.20% | Q1 2018 | Q4 2021 | 9 |
Signature Financial Management, Inc. | 9 | 9 | 0.13% | 0.20% | 0.27% | Q4 2016 | Q4 2018 | 9 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 5 | 4 | 0.05% | 0.30% | 0.75% | Q2 2013 | Q1 2020 | 9 |
Octavia Wealth Advisors, LLC | 8 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 9 |
AGF Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 9 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 9 |
Regent Investment Management LLC | 9 | 9 | 0.10% | 0.30% | 0.44% | Q4 2020 | Q4 2022 | 9 |
FISHMAN JAY A LTD/MI | 6 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 9 |
HBC Financial Services, PLLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
BSW Wealth Partners | 9 | 9 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q4 2019 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Investment Research & Advisory Group, Inc. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Schooner Investment Group, LLC. | 5 | 4 | 0.38% | 0.67% | 0.98% | Q2 2013 | Q3 2015 | 9 |
DCM Advisors, LLC | 9 | 9 | 1.05% | 2.02% | 3.29% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q1 2017 | 9 |
Partnervest Advisory Services LLC | 5 | 4 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.21% | 0.29% | 0.38% | Q2 2013 | Q2 2015 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.01% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 9 |
AHL Partners LLP | 5 | 4 | 0.03% | 0.10% | 0.24% | Q3 2014 | Q4 2017 | 9 |
GMT CAPITAL CORP | 9 | 9 | 1.98% | 3.26% | 4.76% | Q4 2020 | Q4 2022 | 9 |
FIRST FINANCIAL CORP /IN/ | 5 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.07% | 0.49% | 1.29% | Q3 2018 | Q2 2023 | 9 |
HYA Advisors, Inc | 9 | 9 | 0.14% | 0.22% | 0.28% | Q2 2020 | Q2 2022 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q4 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Surevest, LLC | 9 | 9 | 0.84% | 1.40% | 1.88% | Q3 2020 | Q3 2022 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 3 | 0.19% | 0.34% | 0.50% | Q4 2016 | Q4 2021 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.25% | 0.57% | Q2 2016 | Q2 2023 | 9 |
AVITY INVESTMENT MANAGEMENT INC. | 9 | 9 | 0.04% | 0.55% | 1.67% | Q1 2018 | Q1 2020 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.11% | 0.26% | 0.51% | Q1 2021 | Q1 2023 | 9 |
AXS Investments LLC | 5 | 2 | 0.05% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 9 |
Gillson Capital LP | 2 | 1 | 0.41% | 1.89% | 3.46% | Q2 2018 | Q4 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Tikehau Investment Management | 9 | 9 | 0.06% | 2.15% | 5.56% | Q1 2018 | Q1 2020 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 1 | 0.05% | 0.68% | 1.27% | Q2 2013 | Q2 2022 | 9 |
Carlson Capital Management | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Geneva Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2017 | 9 |
Copeland Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Horizon Kinetics | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 9 |
Absolute Return Capital, LLC | 9 | 9 | 0.21% | 0.35% | 0.48% | Q2 2013 | Q2 2015 | 9 |
Saiers Capital, LLC | 5 | 1 | 0.00% | 0.35% | 1.53% | Q2 2013 | Q1 2015 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.05% | 0.63% | 0.99% | Q3 2021 | Q3 2023 | 9 |
RBA Wealth Management, LLC | 8 | 1 | 0.01% | 1.43% | 1.80% | Q1 2021 | Q3 2023 | 9 |
SUFFOLK CAPITAL MANAGEMENT LLC | 9 | 9 | 1.76% | 2.08% | 2.34% | Q4 2016 | Q4 2018 | 9 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 9 | 9 | 0.32% | 0.53% | 0.86% | Q3 2017 | Q3 2019 | 9 |
Apexium Financial, LP | 9 | 9 | 0.15% | 0.40% | 0.75% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.09% | 0.19% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Prostatis Group LLC | 9 | 9 | 0.10% | 0.19% | 0.37% | Q2 2021 | Q2 2023 | 9 |
Moser Wealth Advisors, LLC | 7 | 2 | 0.24% | 0.48% | 0.66% | Q2 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.10% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 7 | 2 | 0.11% | 0.28% | 0.39% | Q3 2020 | Q3 2023 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 1.19% | 1.38% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2021 | 8 |
Quantinno Capital Management LP | 6 | 1 | 0.06% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 8 |
Inlet Private Wealth, LLC | 8 | 8 | 0.45% | 0.81% | 1.09% | Q4 2018 | Q3 2020 | 8 |
Humankind Investments LLC | 8 | 8 | 0.10% | 0.13% | 0.15% | Q2 2021 | Q1 2023 | 8 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.00% | 1.40% | 2.22% | Q1 2018 | Q4 2021 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.16% | 0.48% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Ulysses Management LLC | 2 | 1 | 0.06% | 0.63% | 3.18% | Q1 2016 | Q1 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 1.14% | 1.69% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.13% | 0.35% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Signet Investment Advisory Group, Inc. | 7 | 1 | 0.06% | 0.17% | 0.23% | Q4 2018 | Q2 2022 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.18% | 0.50% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.30% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Central Asset Investments & Management Holdings (HK) Ltd | 4 | 1 | 0.38% | 1.21% | 2.50% | Q2 2017 | Q1 2022 | 8 |
CALIFORNIA FIRST LEASING CORP | 8 | 8 | 3.41% | 3.97% | 4.44% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.68% | 0.84% | 1.04% | Q4 2021 | Q3 2023 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 6 | 1 | 0.17% | 0.65% | 2.14% | Q4 2018 | Q4 2021 | 8 |
Wedmont Private Capital | 8 | 8 | 0.12% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Precision Wealth Strategies, LLC | 8 | 8 | 0.24% | 0.49% | 0.78% | Q2 2021 | Q1 2023 | 8 |
CAPE COD FIVE CENTS SAVINGS BANK | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2018 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.17% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
TLP GROUP LLC | 7 | 1 | 0.10% | 0.57% | 2.13% | Q1 2016 | Q4 2018 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Anson Funds Management LP | 2 | 1 | 0.03% | 0.88% | 3.15% | Q4 2018 | Q3 2023 | 8 |
Balter Liquid Alternatives, LLC | 8 | 8 | 0.37% | 0.67% | 1.26% | Q3 2017 | Q2 2019 | 8 |
Empowered Funds, LLC | 8 | 8 | 0.03% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.21% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
New England Research & Management, Inc. | 5 | 1 | 0.14% | 0.26% | 0.45% | Q2 2017 | Q1 2022 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Greenwich Investment Management, Inc. | 8 | 8 | 0.56% | 1.41% | 2.86% | Q4 2014 | Q3 2016 | 8 |
Texan Capital Management | 8 | 8 | 0.78% | 0.96% | 1.20% | Q4 2014 | Q3 2016 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.29% | 0.36% | 0.45% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.16% | 0.27% | 0.35% | Q2 2013 | Q1 2015 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.25% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Wellspring Financial Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Fosun International Ltd | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2020 | 8 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.07% | 0.59% | 1.47% | Q2 2013 | Q1 2022 | 8 |
GHE, LLC | 8 | 8 | 0.38% | 0.53% | 0.64% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.57% | 0.70% | 0.79% | Q2 2013 | Q1 2015 | 8 |
Capital Impact Advisors, LLC | 8 | 8 | 0.24% | 0.29% | 0.35% | Q1 2015 | Q4 2016 | 8 |
Amida Capital Management II, LLC | 3 | 1 | 0.04% | 0.38% | 1.01% | Q1 2013 | Q2 2014 | 8 |
One Capital Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 8 |
DAVIS R M INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.12% | 1.02% | 2.17% | Q1 2015 | Q1 2021 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 1.21% | 1.50% | 1.82% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Delta Accumulation, LLC | 3 | 1 | 0.06% | 0.42% | 0.95% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.40% | 0.43% | 0.46% | Q2 2013 | Q1 2015 | 8 |
TFG Advisers LLC | 7 | 1 | 0.06% | 0.26% | 0.48% | Q4 2019 | Q3 2023 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 3 | 0.46% | 0.92% | 1.34% | Q2 2013 | Q3 2020 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.04% | 0.10% | 0.26% | Q4 2017 | Q3 2019 | 8 |
City State Bank | 8 | 8 | 0.17% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Spectrum Asset Management, Inc. (NB/CA) | 8 | 8 | 0.54% | 0.87% | 1.03% | Q2 2020 | Q1 2022 | 8 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 4 | 1 | 0.01% | 0.25% | 0.58% | Q1 2015 | Q1 2018 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.02% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.06% | 0.10% | Q3 2021 | Q2 2023 | 8 |
EJF Capital LLC | 7 | 1 | 0.02% | 0.57% | 1.97% | Q2 2019 | Q4 2021 | 8 |
Trexquant Investment LP | 2 | 1 | 0.20% | 0.45% | 1.15% | Q3 2016 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 8 | 8 | 0.20% | 0.25% | 0.33% | Q2 2021 | Q1 2023 | 8 |
LEWIS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.61% | 0.75% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Canada ULC | 8 | 8 | 0.25% | 0.31% | 0.43% | Q4 2015 | Q3 2017 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 0.15% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Covalent Partners LLC | 8 | 8 | 1.41% | 2.10% | 2.46% | Q2 2013 | Q1 2015 | 8 |
MCGLINN CAPITAL MANAGEMENT INC | 8 | 8 | 0.44% | 1.82% | 3.27% | Q2 2013 | Q1 2015 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
FRONTIER INVESTMENT MGMT CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 8 |
New Millennium Group LLC | 8 | 8 | 0.06% | 0.25% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Hillman Capital Management, Inc. | 5 | 3 | 2.96% | 3.44% | 4.29% | Q2 2013 | Q4 2020 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2013 | Q4 2014 | 8 |
Maple Capital Management, Inc. | 8 | 8 | 1.19% | 1.34% | 1.47% | Q2 2018 | Q1 2020 | 8 |
Starfire Investment Advisers, Inc. | 8 | 8 | 0.20% | 0.29% | 0.35% | Q4 2016 | Q3 2018 | 8 |
GENERAL ELECTRIC CO | 5 | 3 | 0.01% | 0.50% | 1.18% | Q2 2013 | Q2 2016 | 8 |
QUANTUM CAPITAL MANAGEMENT | 8 | 8 | 0.15% | 0.25% | 0.40% | Q4 2018 | Q3 2020 | 8 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 1 | 0.02% | 0.11% | 0.21% | Q2 2014 | Q2 2021 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 4 | 4 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q2 2023 | 8 |
COLRAIN CAPITAL LLC | 7 | 1 | 0.04% | 0.09% | 0.16% | Q1 2014 | Q2 2016 | 8 |
LGT Group Foundation | 8 | 8 | 0.06% | 0.16% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Rothschild Capital Partners, LLC | 8 | 8 | 0.67% | 0.76% | 0.82% | Q4 2016 | Q3 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.52% | 0.74% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Silicon Valley Capital Partners | 5 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 8 |
TBP ADVISORS LTD | 8 | 8 | 3.33% | 3.75% | 4.28% | Q2 2013 | Q1 2015 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.01% | 0.77% | 1.55% | Q1 2020 | Q4 2021 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Catamount Wealth Management | 8 | 8 | 0.00% | 2.79% | 3.93% | Q4 2016 | Q3 2018 | 8 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.01% | 0.89% | 2.13% | Q2 2015 | Q4 2022 | 8 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 8 | 0.27% | 0.30% | 0.33% | Q3 2021 | Q2 2023 | 8 |
Leucadia National | 4 | 4 | 0.01% | 0.04% | 0.20% | Q4 2022 | Q3 2023 | 8 |
NEXT CENTURY GROWTH INVESTORS LLC | 8 | 8 | 0.11% | 0.29% | 0.50% | Q4 2016 | Q3 2018 | 8 |
NORTHSTAR ASSET MANAGEMENT LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2020 | 8 |
GFI Investment Counsel Ltd. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 3 | 0.28% | 0.88% | 1.55% | Q1 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.26% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Redwood Grove Capital, LLC | 8 | 8 | 0.88% | 1.43% | 2.25% | Q4 2020 | Q3 2022 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.40% | 0.57% | 0.82% | Q4 2015 | Q3 2017 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.20% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.42% | 0.52% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.27% | 0.40% | 0.54% | Q4 2021 | Q3 2023 | 8 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.19% | 0.23% | 0.31% | Q4 2017 | Q1 2022 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PELHAM GLOBAL FINANCIALS LTD | 7 | 1 | 3.84% | 8.24% | 11.51% | Q4 2018 | Q3 2021 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.53% | 0.65% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Beirne Wealth Consulting Services, LLC | 4 | 2 | 0.25% | 0.48% | 0.77% | Q4 2018 | Q1 2022 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Northwest Quadrant Wealth Management, LLC | 4 | 1 | 0.06% | 0.22% | 0.35% | Q2 2017 | Q4 2021 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 1.16% | 1.78% | 3.19% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Teewinot Capital Advisers, L.L.C. | 8 | 8 | 1.36% | 2.11% | 3.07% | Q2 2016 | Q1 2018 | 8 |
Algebris (UK) Ltd | 3 | 1 | 0.08% | 0.57% | 1.31% | Q2 2017 | Q4 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Holocene Advisors, LP | 5 | 1 | 0.01% | 0.21% | 0.38% | Q4 2017 | Q3 2023 | 8 |
Morse Asset Management, Inc | 2 | 1 | 0.05% | 0.13% | 0.40% | Q4 2017 | Q4 2021 | 8 |
PYA Waltman Capital, LLC | 6 | 1 | 0.09% | 0.14% | 0.29% | Q4 2019 | Q3 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.28% | 0.34% | 0.40% | Q4 2014 | Q3 2016 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.22% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 2.35% | 2.91% | 3.50% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.72% | 0.85% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.14% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Redwood Investment Management, LLC | 4 | 1 | 0.03% | 0.17% | 0.24% | Q2 2020 | Q1 2023 | 8 |
Capital Markets Trading UK LLP | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 8 |
Steward Financial Group LLC | 8 | 8 | 0.07% | 0.23% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Relyea Zuckerberg Hanson LLC | 8 | 8 | 0.14% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.77% | 1.58% | 4.03% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.13% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.32% | 0.46% | 0.56% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.43% | 1.38% | 1.83% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Alaethes Wealth LLC | 8 | 8 | 0.02% | 0.64% | 0.95% | Q2 2021 | Q1 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.01% | 0.78% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Chesapeake Wealth Management | 6 | 2 | 0.07% | 0.12% | 0.22% | Q3 2018 | Q1 2022 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.65% | 1.38% | 2.05% | Q4 2020 | Q3 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.47% | 0.59% | 0.76% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 1.69% | 2.40% | 3.49% | Q4 2017 | Q3 2019 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.34% | 0.41% | 0.49% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Providence Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 0.35% | 1.15% | 2.10% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.56% | 4.37% | Q4 2021 | Q3 2023 | 8 |
Advisor Resource Council | 8 | 8 | 0.15% | 0.22% | 0.32% | Q2 2021 | Q1 2023 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.26% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.45% | 0.90% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.69% | 0.85% | 0.94% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
RWQ Financial Management Services, Inc. | 7 | 1 | 0.23% | 2.69% | 5.22% | Q1 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.08% | 0.93% | 1.55% | Q4 2021 | Q3 2023 | 8 |
WT Wealth Management | 8 | 8 | 0.36% | 0.64% | 0.78% | Q1 2021 | Q4 2022 | 8 |
Unigestion Holding SA | 5 | 3 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Alpine Global Management, LLC | 3 | 2 | 0.13% | 0.59% | 1.98% | Q4 2014 | Q4 2017 | 8 |
PagnatoKarp Partners LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q3 2018 | Q1 2020 | 7 |
BANCED CORP | 7 | 7 | 0.24% | 0.58% | 1.31% | Q2 2013 | Q4 2014 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 0.19% | 0.49% | 0.79% | Q2 2015 | Q4 2016 | 7 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2019 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 7 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 7 | 7 | 0.04% | 0.67% | 1.29% | Q1 2022 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Clean Yield Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Legacy Wealth Asset Management, LLC | 7 | 7 | 0.36% | 0.44% | 0.53% | Q4 2020 | Q2 2022 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.54% | 0.64% | 0.72% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HRS Investment Holdings, LLC | 7 | 7 | 1.22% | 1.43% | 1.86% | Q2 2017 | Q4 2018 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 5 | 2 | 0.00% | 1.15% | 1.95% | Q2 2015 | Q3 2019 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.19% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 3 | 2 | 0.08% | 0.83% | 1.37% | Q2 2014 | Q4 2017 | 7 |
TOBAM | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
MAZAMA CAPITAL MANAGEMENT INC | 7 | 7 | 0.14% | 0.76% | 1.82% | Q3 2013 | Q1 2015 | 7 |
Arcus Capital Partners, LLC | 7 | 7 | 0.10% | 0.17% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Performa Ltd (US), LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ICC CAPITAL MANAGEMENT INC/ | 7 | 7 | 0.31% | 0.46% | 0.62% | Q2 2013 | Q4 2014 | 7 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.15% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 7 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 7 |
Graham Capital Management, L.P. | 3 | 1 | 0.03% | 0.24% | 0.73% | Q2 2017 | Q2 2023 | 7 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 7 | 0.14% | 0.15% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.14% | 0.18% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Operose Advisors LLC | 7 | 7 | 0.03% | 0.16% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.23% | 0.27% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Brookfield Asset Management | 6 | 1 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q2 2023 | 7 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 7 |
Menard Financial Group LLC | 7 | 7 | 0.27% | 0.43% | 0.53% | Q3 2020 | Q1 2022 | 7 |
US Asset Management LLC | 4 | 3 | 0.75% | 0.85% | 0.92% | Q3 2021 | Q2 2023 | 7 |
Beaumont Asset Management, L.L.C. | 6 | 1 | 0.60% | 0.66% | 0.81% | Q3 2020 | Q3 2023 | 7 |
Soundwatch Capital LLC | 3 | 1 | 0.12% | 0.25% | 0.53% | Q4 2019 | Q3 2023 | 7 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.01% | 0.29% | 0.81% | Q2 2018 | Q1 2019 | 7 |
Westhampton Capital, LLC | 7 | 7 | 0.36% | 0.37% | 0.41% | Q1 2022 | Q3 2023 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 0.81% | 0.88% | 0.92% | Q2 2013 | Q4 2014 | 7 |
ALTFEST L J & CO INC | 3 | 1 | 0.04% | 0.10% | 0.15% | Q3 2014 | Q4 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SOUND SHORE MANAGEMENT INC /CT/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Insight Advisors, LLC/ PA | 6 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 7 |
MENTA CAPITAL LLC | 5 | 2 | 0.14% | 0.30% | 0.50% | Q4 2015 | Q4 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.06% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.00% | 0.08% | 0.14% | Q4 2019 | Q4 2022 | 7 |
Golden State Equity Partners | 4 | 3 | 0.12% | 0.31% | 0.48% | Q1 2021 | Q3 2023 | 7 |
Insight Folios Inc | 7 | 7 | 0.14% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Espalier Global Management LLC | 4 | 1 | 0.46% | 0.78% | 1.02% | Q1 2014 | Q2 2015 | 7 |
Key Client Fiduciary Advisors, LLC | 7 | 7 | 0.22% | 0.30% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Kercheville Advisors, LLC | 6 | 1 | 0.14% | 0.91% | 1.66% | Q4 2020 | Q4 2022 | 7 |
SG3 Management, LLC | 2 | 1 | 0.02% | 0.24% | 0.86% | Q4 2016 | Q4 2021 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.02% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Karp Capital Management Corp | 5 | 1 | 0.00% | 0.14% | 0.26% | Q4 2014 | Q4 2018 | 7 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.09% | 1.89% | 4.06% | Q4 2017 | Q4 2021 | 7 |
Corbenic Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.06% | 0.11% | 0.14% | Q2 2018 | Q1 2020 | 7 |
HHR Asset Management, LLC | 7 | 7 | 3.97% | 4.10% | 4.44% | Q2 2013 | Q4 2014 | 7 |
Davidson Capital Management Inc. | 7 | 7 | 0.00% | 0.39% | 0.76% | Q2 2021 | Q4 2022 | 7 |
CONGRESS ASSET MANAGEMENT CO /MA | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.02% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 7 |
683 Capital Management, LLC | 7 | 7 | 1.35% | 1.79% | 2.50% | Q1 2016 | Q3 2017 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.35% | 0.40% | 0.47% | Q4 2021 | Q2 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 2 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q3 2021 | 7 |
IndexIQ Advisors LLC | 5 | 2 | 0.00% | 0.09% | 0.18% | Q4 2017 | Q1 2022 | 7 |
SeaTown Holdings Pte. Ltd. | 4 | 3 | 0.31% | 0.98% | 1.40% | Q1 2017 | Q4 2021 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.10% | 0.29% | 0.47% | Q2 2015 | Q1 2019 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Algebris Investments (UK) LLP | 5 | 5 | 0.04% | 0.24% | 0.47% | Q1 2016 | Q1 2017 | 7 |
Westwood Wealth Management | 7 | 7 | 0.17% | 0.33% | 0.54% | Q4 2021 | Q2 2023 | 7 |
Nikulski Financial, Inc. | 7 | 7 | 0.49% | 0.54% | 0.62% | Q1 2022 | Q3 2023 | 7 |
FCF Advisors LLC | 7 | 7 | 0.28% | 0.82% | 1.13% | Q1 2021 | Q3 2022 | 7 |
Athena Investment Management | 7 | 7 | 0.33% | 0.36% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Olympiad Research LP | 4 | 3 | 0.24% | 0.39% | 0.57% | Q4 2020 | Q3 2022 | 7 |
FORA Capital, LLC | 2 | 1 | 0.11% | 0.83% | 1.82% | Q4 2019 | Q3 2023 | 7 |
O'Dell Group, LLC | 5 | 1 | 0.03% | 0.05% | 0.15% | Q4 2017 | Q2 2023 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
American Trust | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Carolina Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
6 Meridian | 6 | 1 | 0.20% | 0.43% | 1.49% | Q4 2017 | Q4 2021 | 7 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 7 |
BlueMar Capital Management, LLC | 6 | 1 | 1.28% | 1.80% | 2.39% | Q4 2015 | Q2 2020 | 7 |
Van Hulzen Asset Management, LLC | 4 | 1 | 0.03% | 0.09% | 0.32% | Q4 2019 | Q4 2022 | 7 |
McGuire Investment Group, LLC | 7 | 7 | 0.31% | 0.52% | 0.74% | Q3 2018 | Q1 2020 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.01% | 0.58% | 1.14% | Q4 2021 | Q3 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.75% | 1.67% | Q4 2015 | Q2 2022 | 7 |
Blue Edge Capital, LLC | 7 | 7 | 0.32% | 0.47% | 0.64% | Q1 2017 | Q3 2018 | 7 |
S&T BANK/PA | 7 | 7 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
HARVEST VOLATILITY MANAGEMENT LLC | 7 | 7 | 0.00% | 0.27% | 0.37% | Q4 2021 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Snider Financial Group | 7 | 7 | 0.16% | 0.26% | 0.30% | Q2 2021 | Q4 2022 | 7 |
Seneca House Advisors | 7 | 7 | 0.16% | 0.30% | 0.39% | Q1 2019 | Q3 2020 | 7 |
Landmark Bank | 7 | 7 | 0.51% | 1.14% | 1.40% | Q2 2018 | Q4 2019 | 7 |
Rudd International, Inc. | 7 | 7 | 1.17% | 1.28% | 1.39% | Q4 2018 | Q2 2020 | 7 |
Coronation Fund Managers Ltd. | 7 | 7 | 0.23% | 0.44% | 0.61% | Q2 2018 | Q4 2019 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.18% | 0.30% | 0.40% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.21% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.01% | 0.06% | 0.19% | Q1 2022 | Q3 2023 | 7 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Fort Point Capital Partners LLC | 4 | 1 | 0.03% | 0.08% | 0.23% | Q2 2015 | Q3 2023 | 7 |
Reliant Investment Management, LLC | 7 | 7 | 1.49% | 1.66% | 1.93% | Q4 2013 | Q2 2015 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Clarkston Capital Partners, LLC | 7 | 7 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
EAGLE GLOBAL ADVISORS LLC | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2017 | Q3 2018 | 7 |
Knights of Columbus Asset Advisors LLC | 7 | 7 | 0.05% | 0.24% | 0.57% | Q2 2020 | Q4 2021 | 7 |
MFA WEALTH ADVISORS, LLC | 6 | 1 | 0.00% | 0.68% | 0.90% | Q2 2020 | Q3 2023 | 7 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q2 2018 | 7 |
Centerpoint Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q2 2018 | 7 |
OLD DOMINION CAPITAL MANAGEMENT INC | 7 | 7 | 0.15% | 1.15% | 1.55% | Q1 2020 | Q3 2021 | 7 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7 | 7 | 1.02% | 1.37% | 1.66% | Q2 2020 | Q4 2021 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.24% | 0.28% | 0.33% | Q1 2020 | Q4 2021 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 1.32% | 1.51% | 1.69% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 7 |
Wellington Shields Capital Management, LLC | 4 | 3 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q3 2018 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.51% | 0.62% | 0.84% | Q3 2019 | Q1 2021 | 7 |
LEO BROKERAGE, LLC | 3 | 2 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q2 2023 | 7 |
OKABENA INVESTMENT SERVICES INC | 7 | 7 | 0.15% | 0.23% | 0.35% | Q2 2021 | Q4 2022 | 7 |
Avantax Planning Partners, Inc. | 6 | 1 | 0.00% | 0.08% | 0.12% | Q4 2016 | Q3 2018 | 7 |
ASCEND CAPITAL, LLC | 4 | 3 | 0.17% | 0.47% | 0.76% | Q3 2013 | Q2 2016 | 7 |
SENTINEL ASSET MANAGEMENT, INC. | 5 | 2 | 0.03% | 0.49% | 0.71% | Q2 2013 | Q3 2015 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EULAV Asset Management | 7 | 7 | 0.10% | 0.31% | 0.45% | Q1 2022 | Q3 2023 | 7 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q3 2018 | 7 |
ANALYTIC INVESTORS, LLC | 6 | 1 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q4 2015 | 7 |
CHILDRESS CAPITAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.12% | 0.20% | Q4 2020 | Q4 2022 | 7 |
CFM WEALTH PARTNERS LLC | 7 | 7 | 0.11% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.16% | 0.24% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Knuff & Co LLC | 7 | 7 | 0.34% | 0.41% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Coastal Bridge Advisors, LLC | 5 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
First Pacific Financial | 6 | 6 | 0.45% | 0.50% | 0.58% | Q2 2022 | Q3 2023 | 6 |
STEWARD CAPITAL MANAGEMENT/ | 6 | 6 | 0.79% | 1.21% | 1.98% | Q2 2013 | Q3 2014 | 6 |
MARSHALL WACE ASIA Ltd | 5 | 1 | 0.00% | 1.65% | 2.87% | Q1 2017 | Q3 2021 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.05% | 0.84% | 2.88% | Q2 2015 | Q4 2021 | 6 |
B, B, H, & B INC. | 6 | 6 | 0.02% | 1.09% | 1.53% | Q4 2020 | Q1 2022 | 6 |
GFS Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 6 |
DG CAPITAL MANAGEMENT INC | 6 | 6 | 1.95% | 2.12% | 2.27% | Q3 2014 | Q4 2015 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 6 |
DOW CHEMICAL CO /DE/ | 6 | 6 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2014 | 6 |
MAPLE SECURITIES USA INC | 4 | 2 | 0.04% | 0.74% | 1.42% | Q2 2013 | Q3 2015 | 6 |
FORT PITT CAPITAL GROUP, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 6 |
U S GLOBAL INVESTORS INC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 6 |
Jupiter Investment Management Ltd | 4 | 1 | 0.01% | 0.57% | 1.43% | Q2 2015 | Q2 2020 | 6 |
Berkeley Capital Partners, LLC | 6 | 6 | 0.43% | 0.49% | 0.56% | Q4 2018 | Q1 2020 | 6 |
E Fund Management Co., Ltd. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
Meristem Family Wealth, LLC | 4 | 2 | 0.08% | 0.12% | 0.16% | Q2 2018 | Q1 2022 | 6 |
RONALD BLUE & CO LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 6 |
V Wealth Advisors LLC | 6 | 6 | 0.09% | 0.12% | 0.17% | Q4 2016 | Q1 2018 | 6 |
Highview Capital Management LLC/DE/ | 6 | 6 | 0.19% | 0.30% | 0.44% | Q4 2021 | Q1 2023 | 6 |
ASSET ADVISORS CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 6 |
WRIGHT INVESTORS SERVICE INC | 4 | 1 | 0.12% | 0.18% | 0.27% | Q4 2015 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.13% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
GSB Wealth Management, LLC | 6 | 6 | 0.07% | 0.11% | 0.13% | Q2 2021 | Q3 2022 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.22% | 0.67% | 0.87% | Q3 2020 | Q4 2021 | 6 |
PHYSICIANS FINANCIAL SERVICES, INC. | 6 | 6 | 0.18% | 0.21% | 0.26% | Q2 2017 | Q3 2018 | 6 |
PURSUE WEALTH PARTNERS LLC | 5 | 1 | 0.05% | 0.25% | 0.40% | Q1 2022 | Q3 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 6 |
Terra Nova Asset Management LLC | 6 | 6 | 2.00% | 2.28% | 2.44% | Q4 2016 | Q1 2018 | 6 |
BRIDGES INVESTMENT COUNSEL INC/ | 4 | 2 | 0.07% | 0.10% | 0.23% | Q2 2013 | Q2 2017 | 6 |
Brightworth | 6 | 6 | 0.92% | 1.26% | 1.38% | Q3 2017 | Q4 2018 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Gladius Capital Management LP | 5 | 1 | 0.00% | 0.23% | 0.50% | Q4 2018 | Q3 2022 | 6 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q2 2020 | 6 |
ACAS, LLC | 4 | 2 | 0.29% | 0.43% | 0.54% | Q1 2022 | Q3 2023 | 6 |
STEWART WEST INDIES TRADING CO., LTD | 6 | 6 | 0.53% | 0.66% | 0.79% | Q1 2016 | Q2 2017 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Walkner Condon Financial Advisors LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.16% | 0.19% | 0.23% | Q2 2013 | Q3 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.17% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
NWK Group, Inc. | 5 | 1 | 0.51% | 1.64% | 2.02% | Q4 2020 | Q4 2022 | 6 |
Constitution Capital LLC | 6 | 6 | 0.15% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.32% | 0.48% | Q4 2019 | Q1 2021 | 6 |
NCM Capital Management, LLC | 4 | 2 | 0.13% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 6 |
PRENTISS SMITH & CO INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.10% | 0.21% | Q2 2015 | Q3 2016 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Franklin, Parlapiano, Turner & Welch, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q1 2017 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Brown Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 6 | 6 | 1.13% | 1.58% | 2.24% | Q2 2017 | Q3 2018 | 6 |
Polar Capital LLP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Czech National Bank | 6 | 6 | 0.29% | 0.32% | 0.36% | Q3 2022 | Q4 2023 | 6 |
Boston Trust Walden Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 6 | 6 | 0.51% | 0.61% | 0.71% | Q2 2015 | Q3 2016 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 1.08% | 1.47% | 2.11% | Q2 2013 | Q3 2014 | 6 |
JCSD Capital, LLC | 5 | 1 | 0.00% | 0.83% | 4.00% | Q4 2021 | Q2 2023 | 6 |
Geneva Partners, LLC | 3 | 1 | 0.88% | 1.99% | 3.13% | Q2 2016 | Q4 2021 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.02% | 0.13% | 0.67% | Q4 2016 | Q2 2022 | 6 |
tru Independence LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 6 |
FOCUS Wealth Advisors, LLC | 6 | 6 | 1.01% | 1.19% | 1.33% | Q4 2020 | Q1 2022 | 6 |
Saber Capital Managment, LLC | 6 | 6 | 4.83% | 5.78% | 6.78% | Q2 2022 | Q3 2023 | 6 |
Onex Canada Asset Management Inc. | 4 | 2 | 1.24% | 2.50% | 4.03% | Q2 2013 | Q1 2017 | 6 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.08% | 0.49% | 1.57% | Q2 2019 | Q1 2021 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.15% | 0.64% | 1.45% | Q3 2019 | Q4 2022 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.21% | 0.26% | 0.30% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.03% | 0.46% | 0.62% | Q3 2016 | Q4 2017 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.04% | 0.07% | 0.17% | Q2 2017 | Q3 2017 | 6 |
BONNESS ENTERPRISES INC | 6 | 6 | 0.67% | 0.74% | 0.79% | Q1 2017 | Q2 2018 | 6 |
FINANCIAL MANAGEMENT NETWORK INC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q2 2021 | Q2 2023 | 6 |
Peterson Financial Group, Inc. | 4 | 2 | 0.55% | 1.18% | 1.62% | Q4 2021 | Q3 2023 | 6 |
Mader & Shannon Wealth Management, Inc. | 6 | 6 | 3.06% | 3.46% | 4.11% | Q4 2020 | Q1 2022 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.15% | 0.85% | 1.53% | Q1 2018 | Q2 2022 | 6 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4 | 2 | 0.06% | 1.20% | 1.90% | Q3 2021 | Q1 2023 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Regent Peak Wealth Advisors LLC | 2 | 1 | 0.04% | 0.15% | 0.53% | Q2 2020 | Q3 2023 | 6 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.14% | 0.48% | Q3 2020 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Aveo Capital Partners, LLC | 4 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Patriot Wealth Management, Inc. | 6 | 6 | 0.97% | 1.07% | 1.29% | Q2 2017 | Q3 2018 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.30% | 0.60% | 1.20% | Q2 2022 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 1.73% | 2.06% | 2.65% | Q1 2022 | Q3 2023 | 6 |
BANK PICTET & CIE (ASIA) LTD | 5 | 1 | 0.13% | 0.18% | 0.22% | Q1 2015 | Q3 2018 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q1 2016 | 6 |
FIRST NATIONAL BANK SIOUX FALLS | 6 | 6 | 0.28% | 0.30% | 0.33% | Q2 2013 | Q3 2014 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Minot Wealth Management LLC | 6 | 6 | 0.07% | 0.37% | 0.83% | Q1 2021 | Q2 2022 | 6 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.00% | 1.26% | 1.71% | Q1 2017 | Q4 2021 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q2 2015 | 6 |
Mirador Capital Partners LP | 4 | 1 | 0.14% | 0.37% | 0.61% | Q1 2016 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.00% | 0.22% | 0.95% | Q2 2022 | Q3 2023 | 6 |
W ADVISORS, LLC | 4 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Stone Ridge Asset Management LLC | 6 | 6 | 0.61% | 0.81% | 1.24% | Q4 2014 | Q1 2016 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.01% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Private Advisory Group LLC | 4 | 1 | 0.12% | 0.64% | 1.26% | Q2 2018 | Q1 2023 | 6 |
Sunbelt Securities, Inc. | 4 | 2 | 0.03% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 6 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 6 | 6 | 0.18% | 0.41% | 0.56% | Q4 2021 | Q1 2023 | 6 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.01% | 0.08% | 0.16% | Q1 2014 | Q2 2017 | 6 |
Wellington Shields & Co., LLC | 5 | 1 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q4 2020 | 6 |
COUNTRY TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Shay Capital LLC | 3 | 1 | 0.03% | 0.18% | 0.43% | Q4 2020 | Q1 2023 | 6 |
Tuttle Capital Management, LLC | 3 | 1 | 0.08% | 0.26% | 0.40% | Q4 2016 | Q1 2021 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Gemsstock Ltd. | 6 | 6 | 3.93% | 6.48% | 10.07% | Q4 2020 | Q1 2022 | 6 |
Pinnacle Wealth Management Group, Inc. | 6 | 6 | 0.18% | 0.28% | 0.35% | Q1 2022 | Q2 2023 | 6 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.30% | 1.74% | Q4 2013 | Q1 2015 | 6 |
Junto Capital Management LP | 2 | 1 | 1.16% | 1.94% | 3.12% | Q3 2018 | Q1 2023 | 6 |
Smith & Howard Wealth Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q4 2015 | 6 |
Arkos Global Advisors | 4 | 2 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 6 |
One Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.11% | 0.33% | Q4 2017 | Q4 2022 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 1 | 0.42% | 0.80% | 0.98% | Q4 2018 | Q2 2020 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.08% | 0.49% | 1.46% | Q1 2021 | Q3 2023 | 6 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 1.48% | 4.44% | 11.81% | Q1 2014 | Q3 2018 | 6 |
Ionic Capital Management LLC | 3 | 3 | 0.00% | 0.38% | 0.95% | Q2 2013 | Q4 2013 | 6 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.06% | 0.96% | 2.61% | Q1 2015 | Q4 2019 | 6 |
Krane Funds Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 6 |
IAG Wealth Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Perennial Investment Partners LTD | 6 | 6 | 0.84% | 1.38% | 1.85% | Q2 2013 | Q3 2014 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.16% | 0.30% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.38% | 0.41% | 0.44% | Q2 2013 | Q3 2014 | 6 |
JBF Capital, Inc. | 3 | 1 | 0.05% | 0.89% | 1.39% | Q2 2013 | Q1 2019 | 6 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 6 |
State of Wyoming | 6 | 6 | 0.13% | 0.17% | 0.27% | Q1 2021 | Q2 2022 | 6 |
GoodHaven Capital Management | 6 | 6 | 1.34% | 2.29% | 2.93% | Q2 2022 | Q3 2023 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 6 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Triad Investment Management | 6 | 6 | 2.47% | 3.96% | 4.55% | Q4 2018 | Q1 2020 | 6 |
TCG Advisory Services, LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Greytown Advisors Inc. | 4 | 2 | 0.34% | 0.38% | 0.43% | Q4 2018 | Q2 2023 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2018 | 6 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.21% | 0.27% | 0.32% | Q1 2022 | Q2 2023 | 6 |
BAR HARBOR TRUST SERVICES | 6 | 6 | 2.24% | 2.49% | 2.72% | Q3 2014 | Q4 2015 | 6 |
Clarity Financial LLC | 5 | 1 | 0.54% | 0.95% | 1.17% | Q1 2021 | Q4 2022 | 6 |
Pinkerton Retirement Specialists, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 6 | 6 | 0.29% | 0.41% | 0.64% | Q2 2013 | Q3 2014 | 6 |
Alta Advisers Ltd | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
DSAM Partners (London) Ltd | 1 | 1 | 1.44% | 4.54% | 11.01% | Q3 2014 | Q1 2018 | 5 |
Crestline Management, LP | 1 | 1 | 0.34% | 0.60% | 0.99% | Q3 2017 | Q2 2023 | 5 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 5 |
Cornerstone Capital, Inc. | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2019 | 5 |
CORTLAND ADVISERS LLC | 5 | 5 | 1.02% | 1.36% | 1.73% | Q1 2018 | Q1 2019 | 5 |
FDO Partners, LLC | 2 | 1 | 0.12% | 0.38% | 0.90% | Q4 2015 | Q2 2017 | 5 |
CI Global Investments Inc. | 5 | 5 | 0.81% | 1.02% | 1.25% | Q2 2014 | Q2 2015 | 5 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 5 |
ARGONAUT CAPITAL MANAGEMENT CORP | 5 | 5 | 1.25% | 2.61% | 4.53% | Q3 2014 | Q3 2015 | 5 |
LVW Advisors, LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Cerebellum GP, LLC | 3 | 1 | 0.03% | 0.11% | 0.18% | Q4 2017 | Q2 2020 | 5 |
ARGENTIERE CAPITAL AG | 5 | 5 | 1.00% | 1.41% | 2.12% | Q1 2017 | Q1 2018 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Okumus Fund Management Ltd. | 4 | 1 | 8.48% | 21.64% | 29.07% | Q2 2016 | Q3 2019 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
IFC Holdings Incorporated/FL | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2017 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.02% | 0.07% | 0.09% | Q4 2014 | Q4 2015 | 5 |
MONTRUSCO BOLTON INVESTMENTS INC. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 5 |
WS MANAGEMENT LLLP | 5 | 5 | 0.46% | 0.72% | 1.32% | Q2 2013 | Q2 2014 | 5 |
Kingstown Capital | 4 | 1 | 1.89% | 3.95% | 5.94% | Q1 2020 | Q3 2021 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.47% | 0.68% | 0.90% | Q2 2021 | Q2 2022 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.34% | 0.46% | 0.59% | Q2 2021 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Palisades Investment Partners, LLC | 5 | 5 | 1.55% | 1.96% | 2.12% | Q2 2013 | Q2 2014 | 5 |
Cheviot Value Management, LLC | 3 | 1 | 0.05% | 0.10% | 0.12% | Q1 2017 | Q4 2021 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.12% | 0.22% | 0.29% | Q2 2013 | Q2 2014 | 5 |
J. Goldman & Co LP | 2 | 1 | 0.01% | 0.18% | 0.31% | Q3 2013 | Q1 2017 | 5 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.01% | 0.18% | 0.41% | Q2 2015 | Q1 2019 | 5 |
Manifold Partners, LLC | 2 | 1 | 0.26% | 1.35% | 2.26% | Q2 2013 | Q3 2015 | 5 |
Atlas Brown,Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q2 2023 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 4 | 1 | 0.06% | 0.31% | 0.92% | Q2 2017 | Q4 2018 | 5 |
FormulaFolio Investments, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2020 | 5 |
Columbus Hill Capital Management, L.P. | 4 | 1 | 0.05% | 0.75% | 2.30% | Q2 2016 | Q3 2017 | 5 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 5 | 0.25% | 0.43% | 0.55% | Q3 2018 | Q3 2019 | 5 |
Valmark Advisers, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 5 |
NEW YORK LIFE TRUST CO | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2017 | 5 |
Farmers National Bank | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.08% | 0.11% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.16% | 0.37% | 0.58% | Q1 2021 | Q1 2022 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
JACOBS ASSET MANAGEMENT, LLC | 5 | 5 | 1.37% | 2.10% | 2.61% | Q4 2020 | Q4 2021 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.12% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Cypress Capital Group | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q1 2016 | 5 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.01% | 0.22% | 0.73% | Q3 2014 | Q4 2018 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.32% | 0.38% | 0.46% | Q2 2015 | Q2 2016 | 5 |
WOODSTOCK CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.16% | 0.27% | 0.47% | Q4 2016 | Q4 2017 | 5 |
Versor Investments LP | 2 | 1 | 0.02% | 0.07% | 0.18% | Q3 2019 | Q3 2023 | 5 |
Pegasus Partners Ltd. | 5 | 5 | 0.31% | 0.37% | 0.43% | Q1 2016 | Q1 2017 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.06% | 0.13% | 0.18% | Q3 2020 | Q3 2021 | 5 |
Nuveen Fund Advisors, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 5 |
Mountain Lake Investment Management LLC | 4 | 1 | 0.86% | 1.31% | 1.89% | Q2 2014 | Q2 2016 | 5 |
Cadence Bank | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Kovitz Investment Group, LLC | 5 | 5 | 0.35% | 1.29% | 1.79% | Q2 2013 | Q2 2014 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2021 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.73% | 1.49% | 2.04% | Q3 2016 | Q1 2018 | 5 |
GoldenTree Asset Management | 5 | 5 | 2.08% | 2.65% | 3.09% | Q4 2018 | Q4 2019 | 5 |
PRICE MICHAEL F | 5 | 5 | 0.18% | 0.19% | 0.21% | Q2 2020 | Q2 2021 | 5 |
Mount Lucas Management LP | 4 | 1 | 1.07% | 1.41% | 1.88% | Q2 2013 | Q1 2022 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.11% | 0.17% | 0.22% | Q3 2020 | Q3 2021 | 5 |
Bach Option Ltd | 2 | 1 | 0.10% | 0.24% | 0.70% | Q1 2016 | Q1 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.25% | 0.29% | 0.32% | Q3 2017 | Q3 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
NEIRG Wealth Management, LLC | 5 | 5 | 0.87% | 1.02% | 1.24% | Q4 2021 | Q4 2022 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.12% | 0.13% | 0.16% | Q2 2015 | Q1 2017 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2016 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.22% | 0.33% | 0.46% | Q4 2016 | Q4 2017 | 5 |
Jafra Capital Management LP | 3 | 2 | 0.24% | 1.30% | 2.65% | Q4 2016 | Q1 2018 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.03% | 1.05% | 1.92% | Q1 2014 | Q1 2015 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.00% | 0.22% | 0.54% | Q2 2013 | Q3 2015 | 5 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q2 2018 | 5 |
FINANCIAL ADVISORY PARTNERS, LLC | 5 | 5 | 1.42% | 1.55% | 1.64% | Q4 2021 | Q4 2022 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q3 2018 | 5 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q3 2018 | 5 |
Point72 Europe (London) LLP | 1 | 1 | 0.52% | 2.86% | 5.55% | Q4 2018 | Q3 2023 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
SCHULHOFF & CO INC | 5 | 5 | 0.17% | 0.22% | 0.30% | Q3 2022 | Q3 2023 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
DOHENY ASSET MANAGEMENT /CA | 5 | 5 | 0.10% | 0.16% | 0.26% | Q1 2017 | Q1 2018 | 5 |
FSI GROUP, LLC | 2 | 1 | 0.80% | 4.19% | 9.49% | Q2 2014 | Q4 2019 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.43% | 0.48% | 0.53% | Q4 2022 | Q4 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
JTC Employer Solutions Trustee Ltd | 5 | 5 | 0.15% | 0.21% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.26% | 0.44% | Q1 2020 | Q4 2021 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.17% | 0.41% | 0.63% | Q4 2020 | Q2 2023 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.16% | 0.44% | 0.86% | Q2 2019 | Q2 2023 | 5 |
Caerus Investment Advisors, LLC | 5 | 5 | 0.36% | 0.53% | 0.78% | Q1 2022 | Q1 2023 | 5 |
WEXFORD CAPITAL LP | 1 | 1 | 0.25% | 1.08% | 2.25% | Q3 2015 | Q1 2021 | 5 |
Monument Capital Management | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q2 2022 | 5 |
Claybrook Capital, LLC | 4 | 1 | 0.01% | 0.07% | 0.33% | Q1 2018 | Q2 2021 | 5 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.06% | 0.11% | 0.15% | Q4 2018 | Q2 2019 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.19% | 0.32% | 0.45% | Q1 2021 | Q1 2022 | 5 |
Santori & Peters, Inc. | 3 | 1 | 0.02% | 0.10% | 0.13% | Q4 2017 | Q4 2022 | 5 |
Titus Wealth Management | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q2 2022 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.17% | 0.61% | 0.96% | Q4 2020 | Q4 2021 | 5 |
First National Bank of South Miami | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.75% | 0.81% | 0.87% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Essential Planning, LLC. | 5 | 5 | 0.14% | 0.40% | 1.36% | Q3 2022 | Q3 2023 | 5 |
PGIM Custom Harvest LLC | 3 | 2 | 0.03% | 0.09% | 0.15% | Q1 2021 | Q1 2023 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 2.06% | 2.29% | 2.52% | Q3 2022 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
MQS Management LLC | 2 | 1 | 0.13% | 0.35% | 0.60% | Q4 2021 | Q2 2023 | 5 |
Crumly & Associates Inc. | 5 | 5 | 0.14% | 0.17% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.06% | 0.14% | 0.19% | Q4 2020 | Q4 2021 | 5 |
Grand Central Investment Group | 5 | 5 | 0.65% | 0.88% | 1.05% | Q4 2020 | Q4 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.13% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.79% | 0.90% | 0.99% | Q4 2021 | Q4 2022 | 5 |
Aristotle Pacific Capital, LLC | 3 | 2 | 1.55% | 2.53% | 3.92% | Q4 2020 | Q2 2022 | 5 |
Human Investing LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Advisor OS, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q4 2021 | 5 |
SALZHAUER MICHAEL | 2 | 1 | 0.17% | 0.26% | 0.32% | Q4 2013 | Q3 2015 | 5 |
Invenomic Capital Management LP | 5 | 5 | 0.31% | 0.90% | 1.23% | Q4 2019 | Q4 2020 | 5 |
Spouting Rock Asset Management, LLC | 5 | 5 | 0.12% | 0.33% | 0.50% | Q2 2020 | Q2 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.74% | 0.79% | 0.88% | Q2 2019 | Q2 2020 | 5 |
Cinctive Capital Management LP | 3 | 1 | 0.16% | 0.43% | 0.69% | Q4 2021 | Q3 2023 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.48% | 0.93% | 1.12% | Q1 2022 | Q1 2023 | 5 |
STABLEFORD CAPITAL II LLC | 5 | 5 | 1.13% | 1.23% | 1.41% | Q3 2017 | Q3 2018 | 5 |
Gyon Technologies Capital Management, LP | 5 | 5 | 0.12% | 0.61% | 1.49% | Q3 2020 | Q3 2021 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.26% | 0.39% | 0.53% | Q3 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 3 | 2 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q1 2023 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2022 | 5 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.07% | 0.14% | 0.17% | Q2 2013 | Q2 2014 | 5 |
CLARK ESTATES INC/NY | 5 | 5 | 0.24% | 1.37% | 1.83% | Q4 2018 | Q4 2019 | 5 |
Golden Green, Inc. | 5 | 5 | 0.43% | 0.67% | 0.94% | Q1 2021 | Q1 2022 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.22% | 0.25% | 0.27% | Q4 2022 | Q4 2023 | 5 |
SC&H Financial Advisors, Inc. | 5 | 5 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.21% | 0.75% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Consolidated Planning Corp | 4 | 1 | 0.02% | 0.89% | 1.15% | Q3 2021 | Q1 2023 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 5 | 5 | 0.33% | 0.37% | 0.40% | Q4 2021 | Q4 2022 | 5 |
Horizon Family Wealth, Inc. | 4 | 1 | 0.22% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.42% | 0.44% | 0.46% | Q2 2022 | Q2 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Paradigm Capital Management, LLC/NV | 5 | 5 | 0.64% | 0.76% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Invictus RG Pte. Ltd. | 5 | 5 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Dalal Street | 5 | 5 | 3.48% | 4.19% | 5.09% | Q2 2013 | Q2 2014 | 5 |
AMF Tjanstepension AB | 5 | 5 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q4 2015 | 5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 5 | 5 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q2 2014 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.08% | 0.41% | 1.07% | Q4 2019 | Q2 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Desjardins Global Asset Management Inc. | 3 | 2 | 0.08% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Blue Ridge Capital, L.L.C. | 4 | 4 | 0.84% | 1.32% | 1.69% | Q3 2016 | Q2 2017 | 4 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q2 2018 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 0.26% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Resource Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.37% | 0.42% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Game Creek Capital, LP | 2 | 1 | 0.08% | 0.20% | 0.33% | Q4 2017 | Q3 2019 | 4 |
Naviter Wealth, LLC | 3 | 1 | 0.12% | 0.28% | 0.38% | Q2 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.16% | 0.38% | 0.62% | Q4 2022 | Q3 2023 | 4 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 4 | 4 | 0.72% | 0.72% | 0.72% | Q1 2013 | Q4 2013 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.55% | 0.64% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.54% | 0.90% | 1.20% | Q4 2017 | Q3 2018 | 4 |
Banco de Sabadell, S.A | 2 | 1 | 0.01% | 0.78% | 1.48% | Q4 2017 | Q3 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.60% | 0.68% | 0.78% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.57% | 0.67% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.45% | 0.49% | 0.53% | Q3 2021 | Q2 2022 | 4 |
First Long Island Investors, LLC | 4 | 4 | 0.88% | 0.96% | 1.03% | Q2 2013 | Q1 2014 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Allied Investment Advisors, LLC | 4 | 4 | 2.02% | 2.05% | 2.12% | Q4 2022 | Q3 2023 | 4 |
Crake Asset Management LLP | 4 | 4 | 1.38% | 2.02% | 2.80% | Q1 2021 | Q4 2021 | 4 |
O'Neil Global Advisors, Inc. | 4 | 4 | 0.67% | 1.46% | 3.30% | Q1 2021 | Q4 2021 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.61% | 0.68% | 0.83% | Q4 2022 | Q3 2023 | 4 |
SPX Gestao de Recursos Ltda | 2 | 2 | 1.24% | 1.62% | 2.02% | Q2 2013 | Q2 2014 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Tillar-Wenstrup Advisors, LLC | 4 | 4 | 1.67% | 1.90% | 2.06% | Q4 2013 | Q3 2014 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.92% | 1.02% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Tower View Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.66% | 1.06% | 1.65% | Q4 2021 | Q3 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 1.23% | 1.34% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.22% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.32% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Asset Management, LLC | 4 | 4 | 1.59% | 2.05% | 2.42% | Q2 2021 | Q1 2022 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Fulcrum Capital LLC | 4 | 4 | 2.08% | 2.22% | 2.47% | Q4 2017 | Q3 2018 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.38% | 0.55% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 1.02% | 1.12% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Power Corp of Canada | 4 | 4 | 0.48% | 0.86% | 1.10% | Q1 2022 | Q4 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.26% | 0.45% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CenterBook Partners LP | 4 | 4 | 0.08% | 0.18% | 0.29% | Q1 2022 | Q4 2022 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.42% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
WASHBURN CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.15% | 0.19% | 0.23% | Q1 2022 | Q4 2022 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.24% | 0.51% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q2 2023 | 4 |
CALDWELL & ORKIN INC | 2 | 1 | 0.20% | 1.01% | 1.75% | Q2 2013 | Q1 2017 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAHABA WEALTH MANAGEMENT, INC. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 4 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.14% | 0.23% | 0.35% | Q1 2021 | Q3 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Verity & Verity, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 1.24% | 1.31% | 1.46% | Q4 2022 | Q3 2023 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.60% | 0.65% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 1.13% | 2.61% | 6.49% | Q4 2018 | Q3 2019 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2013 | Q3 2014 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.04% | 0.09% | 0.21% | Q3 2022 | Q3 2023 | 4 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 1.22% | 1.37% | 1.52% | Q4 2021 | Q3 2022 | 4 |
HST Ventures, LLC | 3 | 1 | 0.14% | 1.52% | 3.21% | Q3 2022 | Q3 2023 | 4 |
&PARTNERS | 2 | 2 | 0.14% | 0.20% | 0.27% | Q2 2021 | Q2 2022 | 4 |
Vest Financial, LLC | 4 | 4 | 0.06% | 0.30% | 0.48% | Q4 2022 | Q3 2023 | 4 |
CLEAR STREET LLC | 1 | 1 | 0.13% | 0.22% | 0.31% | Q3 2022 | Q2 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 1.15% | 1.53% | 1.87% | Q4 2022 | Q3 2023 | 4 |
Stratos Investment Management, LLC | 3 | 1 | 0.06% | 0.13% | 0.17% | Q2 2019 | Q3 2021 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 3 | 1 | 3.59% | 5.88% | 7.25% | Q2 2014 | Q1 2016 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.37% | 1.32% | Q1 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.16% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Conservest Capital Advisors, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
First Western Trust Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.11% | 0.19% | 0.40% | Q4 2022 | Q3 2023 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.03% | 0.06% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2016 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CAMG Solamere Management, LLC | 4 | 4 | 0.79% | 0.95% | 1.08% | Q4 2016 | Q3 2017 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Talbot Financial, LLC | 4 | 4 | 1.85% | 2.02% | 2.28% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.32% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
SLS MANAGEMENT LLC | 2 | 1 | 2.71% | 4.13% | 7.31% | Q1 2015 | Q4 2016 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.39% | 1.48% | 1.62% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.14% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q4 2014 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 4 |
MASTERS CAPITAL MANAGEMENT LLC | 3 | 1 | 1.68% | 4.65% | 7.11% | Q4 2015 | Q2 2017 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.00% | 0.93% | 1.32% | Q4 2020 | Q3 2021 | 4 |
First County Bank /CT/ | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT SERVICES INC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.39% | 0.41% | 0.46% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.10% | 0.30% | 0.47% | Q2 2013 | Q2 2015 | 4 |
RWC Asset Management LLP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
CADINHA & CO LLC | 3 | 1 | 0.04% | 0.83% | 2.27% | Q4 2019 | Q1 2022 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.34% | 0.40% | 0.50% | Q1 2023 | Q4 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.01% | 0.08% | 0.15% | Q1 2020 | Q3 2022 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.12% | 0.41% | 0.74% | Q1 2021 | Q2 2021 | 4 |
STEINBERG ASSET MANAGEMENT LLC | 3 | 1 | 0.21% | 0.47% | 0.68% | Q4 2018 | Q3 2023 | 4 |
NICOLET BANKSHARES INC | 3 | 1 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.53% | 0.58% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.08% | 0.27% | 0.53% | Q1 2017 | Q1 2022 | 4 |
Index Fund Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
1ST SOURCE BANK | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 0.38% | 1.27% | 2.76% | Q2 2015 | Q1 2018 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Renasant Bank | 4 | 4 | 0.36% | 0.55% | 0.72% | Q4 2020 | Q3 2021 | 4 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 4 |
LGL PARTNERS, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Edgemoor Investment Advisors, Inc. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2018 | 4 |
First National Bank of Hutchinson | 4 | 4 | 0.08% | 0.25% | 0.35% | Q4 2020 | Q3 2021 | 4 |
SCHALLER INVESTMENT GROUP INC | 4 | 4 | 0.68% | 0.91% | 1.01% | Q2 2013 | Q1 2014 | 4 |
BERRY GROUP, LLC | 4 | 4 | 0.84% | 0.91% | 0.96% | Q1 2020 | Q4 2020 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q3 2018 | Q2 2019 | 4 |
F&C Asset Management plc | 4 | 4 | 0.56% | 0.69% | 0.86% | Q2 2013 | Q1 2014 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.10% | 0.19% | 0.38% | Q4 2017 | Q3 2018 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.10% | 0.37% | Q4 2017 | Q4 2021 | 4 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stux Capital Management, LLC | 3 | 1 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q2 2014 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
NF Trinity Capital (Hong Kong) Ltd | 4 | 4 | 0.10% | 0.11% | 0.13% | Q1 2018 | Q4 2018 | 4 |
Aris Wealth Services, Inc. | 4 | 4 | 0.02% | 0.15% | 0.25% | Q4 2014 | Q3 2015 | 4 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 1 | 0.21% | 0.40% | 0.58% | Q4 2013 | Q4 2019 | 4 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 2 | 0.56% | 2.53% | 5.10% | Q3 2020 | Q3 2022 | 4 |
Findlay Park Partners LLP | 4 | 4 | 0.77% | 1.10% | 1.35% | Q1 2015 | Q4 2015 | 4 |
MILLER HOWARD INVESTMENTS INC /NY | 4 | 4 | 2.03% | 2.15% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Whitnell & Co. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Maven Securities LTD | 2 | 1 | 0.04% | 0.09% | 0.18% | Q4 2018 | Q2 2020 | 4 |
FIRST MERCHANTS CORP | 3 | 1 | 0.02% | 0.05% | 0.06% | Q3 2017 | Q3 2019 | 4 |
Ergoteles LLC | 4 | 4 | 0.04% | 0.14% | 0.29% | Q3 2022 | Q2 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Banco BTG Pactual S.A. | 3 | 1 | 0.12% | 0.79% | 2.42% | Q2 2018 | Q3 2023 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.80% | 1.30% | 2.09% | Q4 2016 | Q2 2023 | 4 |
Neumann Capital Management, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.11% | 0.19% | 0.23% | Q4 2014 | Q3 2015 | 4 |
DC Investments Management, LLC | 2 | 2 | 0.48% | 0.54% | 0.63% | Q1 2018 | Q2 2019 | 4 |
JRM Investment Counsel, LLC | 4 | 4 | 0.31% | 0.44% | 0.54% | Q4 2014 | Q3 2015 | 4 |
Harrington Investments, INC | 4 | 4 | 0.07% | 0.15% | 0.24% | Q4 2017 | Q3 2018 | 4 |
Laurel Grove Capital, LLC | 4 | 4 | 0.16% | 0.25% | 0.34% | Q4 2015 | Q3 2016 | 4 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.94% | 1.46% | 2.40% | Q4 2015 | Q1 2021 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.12% | 0.32% | Q4 2017 | Q2 2023 | 4 |
Ground Swell Capital, LLC | 2 | 1 | 0.19% | 0.45% | 0.98% | Q2 2014 | Q2 2022 | 4 |
Taconic Capital Advisors LP | 2 | 1 | 0.01% | 0.72% | 2.76% | Q4 2014 | Q4 2022 | 4 |
Man Investments Ltd | 4 | 4 | 0.04% | 0.16% | 0.29% | Q2 2013 | Q1 2014 | 4 |
Bramshill Investments, LLC | 2 | 2 | 0.13% | 0.16% | 0.20% | Q2 2017 | Q3 2018 | 4 |
South Street Advisors LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2022 | 4 |
Revolve Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RIVERPARK CAPITAL MANAGEMENT LLC | 4 | 4 | 0.09% | 0.11% | 0.17% | Q1 2020 | Q4 2020 | 4 |
Fragasso Group Inc. | 4 | 4 | 0.98% | 1.08% | 1.18% | Q4 2013 | Q3 2014 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.24% | 0.97% | Q4 2020 | Q4 2021 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.90% | 3.11% | Q4 2016 | Q3 2020 | 4 |
Cupps Capital Management, LLC | 4 | 4 | 0.01% | 0.28% | 0.41% | Q2 2013 | Q1 2014 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.08% | 0.14% | 0.22% | Q4 2017 | Q3 2018 | 4 |
WealthTrust Axiom LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.05% | 0.14% | 0.27% | Q1 2018 | Q4 2022 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Vilas Fund, LP | 4 | 4 | 2.23% | 2.80% | 3.79% | Q4 2018 | Q3 2019 | 4 |
CARDIFF PARK ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2022 | 4 |
XTX Topco Ltd | 2 | 1 | 0.10% | 0.19% | 0.31% | Q1 2022 | Q2 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q1 2016 | 4 |
Auxano Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.16% | 0.26% | 0.42% | Q2 2013 | Q1 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
Plancorp, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
Cranbrook Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.07% | 0.33% | 0.82% | Q4 2013 | Q2 2015 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 1.55% | 3.30% | Q1 2018 | Q4 2018 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.23% | 0.29% | 0.35% | Q2 2013 | Q1 2014 | 4 |
Temasek Holdings (Private) Ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
PDS Planning, Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Parkwood LLC | 2 | 1 | 0.03% | 0.30% | 0.94% | Q4 2013 | Q4 2017 | 4 |
Constellation Wealth Advisors, LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q2 2013 | Q1 2014 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.11% | 0.24% | 0.55% | Q1 2016 | Q4 2016 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.00% | 0.05% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Van Leeuwen & Company, LLC | 2 | 1 | 0.35% | 1.23% | 2.16% | Q3 2018 | Q4 2021 | 4 |
American Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
361 CAPITAL LLC | 2 | 2 | 0.10% | 0.89% | 1.99% | Q4 2016 | Q4 2017 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Gyrus Investment Management Inc. | 4 | 4 | 0.04% | 0.48% | 0.84% | Q3 2013 | Q2 2014 | 4 |
Legacy Trust | 4 | 4 | 1.39% | 1.51% | 1.63% | Q4 2022 | Q3 2023 | 4 |
TKG Advisors, LLC | 4 | 4 | 0.36% | 0.43% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Windsor Creek Advisors, LLC | 4 | 4 | 0.09% | 0.48% | 0.93% | Q3 2020 | Q2 2021 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q4 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
MACRO Consulting Group | 3 | 1 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q2 2021 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 1.24% | 1.37% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Greystone Financial Group, LLC | 3 | 1 | 0.99% | 1.87% | 2.77% | Q4 2020 | Q4 2022 | 4 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 4 | 4 | 1.65% | 3.57% | 5.02% | Q1 2020 | Q4 2020 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Zhang Financial LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
WADDELL & ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q4 2022 | 4 |
JDC-JSC L.P. | 4 | 4 | 1.94% | 4.92% | 8.05% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.11% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q1 2019 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.10% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 2 | 1 | 0.52% | 0.66% | 0.82% | Q3 2021 | Q2 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.09% | 0.30% | 0.48% | Q4 2016 | Q4 2022 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
NEW AMSTERDAM PARTNERS LLC/NY | 3 | 3 | 0.04% | 0.04% | 0.06% | Q2 2015 | Q4 2015 | 3 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 3 |
HALSEY ASSOCIATES INC/CT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 1 | 0.11% | 0.16% | 0.18% | Q4 2014 | Q3 2015 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q2 2016 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
THOMAS WHITE INTERNATIONAL LTD | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.18% | 0.24% | Q1 2014 | Q1 2020 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.34% | 0.34% | 0.35% | Q2 2013 | Q4 2013 | 3 |
CHATHAM CAPITAL GROUP, INC. | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AMI INVESTMENT MANAGEMENT INC | 3 | 3 | 1.42% | 1.63% | 1.82% | Q2 2013 | Q4 2013 | 3 |
PRECEPT MANAGEMENT LLC | 3 | 3 | 0.83% | 1.19% | 1.62% | Q1 2019 | Q3 2019 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q2 2021 | 3 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.52% | 1.07% | 2.09% | Q4 2018 | Q3 2020 | 3 |
FORT PITT CAPITAL GROUP INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 3 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2015 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.23% | 0.45% | 0.81% | Q4 2013 | Q3 2015 | 3 |
Skylands Capital, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q3 2023 | 3 |
Ziegler Capital Management, LLC | 2 | 1 | 0.01% | 0.76% | 1.15% | Q2 2013 | Q4 2022 | 3 |
Aurora Investment Counsel | 3 | 3 | 1.01% | 1.06% | 1.13% | Q1 2023 | Q3 2023 | 3 |
Sabal Trust CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Kenmare Capital Partners, L.L.C. | 3 | 3 | 0.90% | 0.92% | 0.94% | Q4 2018 | Q2 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2013 | 3 |
BRC Investment Management LLC | 1 | 1 | 0.15% | 1.05% | 2.84% | Q2 2013 | Q2 2015 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.07% | 0.46% | 0.65% | Q3 2013 | Q3 2021 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q3 2023 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.01% | 0.06% | 0.09% | Q1 2014 | Q3 2014 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
Tradeworx Inc. | 3 | 3 | 0.19% | 0.30% | 0.47% | Q1 2013 | Q3 2013 | 3 |
TradeLink Global Equity LLC | 1 | 1 | 0.10% | 0.20% | 0.36% | Q3 2013 | Q4 2014 | 3 |
VNBTrust, National Association | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q4 2013 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.19% | 0.20% | 0.22% | Q3 2015 | Q1 2016 | 3 |
GLG INC. | 3 | 3 | 0.22% | 0.29% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Tributary Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
CTC LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 3 |
Hollow Brook Wealth Management LLC | 2 | 1 | 1.13% | 1.40% | 1.83% | Q3 2016 | Q2 2017 | 3 |
COWEN INC. | 1 | 1 | 0.00% | 0.04% | 0.11% | Q1 2013 | Q1 2018 | 3 |
Smith, Salley & Associates | 1 | 1 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q3 2017 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q1 2014 | 3 |
SRB CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2017 | 3 |
JHL Capital Group LLC | 3 | 3 | 0.71% | 2.23% | 4.15% | Q3 2018 | Q1 2019 | 3 |
Accuvest Global Advisors | 1 | 1 | 0.14% | 0.83% | 1.42% | Q1 2017 | Q3 2021 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Orinda Asset Management LLC | 2 | 1 | 0.08% | 0.33% | 0.46% | Q2 2013 | Q2 2015 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 3 | 3 | 0.29% | 0.30% | 0.30% | Q2 2017 | Q4 2017 | 3 |
Bronson Point Management LLC | 3 | 3 | 0.81% | 2.69% | 5.24% | Q1 2020 | Q3 2020 | 3 |
Lumina Fund Management LLC | 2 | 1 | 0.06% | 0.31% | 0.60% | Q1 2014 | Q3 2018 | 3 |
Meru Capital Group, LP | 3 | 3 | 2.36% | 3.83% | 4.59% | Q1 2020 | Q3 2020 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.34% | 0.36% | 0.40% | Q2 2013 | Q4 2013 | 3 |
Kessler Investment Group, LLC | 2 | 1 | 0.01% | 0.49% | 0.82% | Q3 2013 | Q3 2023 | 3 |
Rotella Capital Management, Inc. | 2 | 1 | 0.42% | 0.60% | 0.81% | Q3 2013 | Q3 2014 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.25% | 0.40% | 0.66% | Q3 2016 | Q1 2021 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 1.16% | 1.60% | 1.85% | Q3 2021 | Q1 2022 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 1.38% | 1.42% | 1.46% | Q1 2021 | Q3 2021 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.05% | 0.14% | 0.26% | Q2 2015 | Q4 2015 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.48% | 0.66% | 0.98% | Q2 2022 | Q4 2022 | 3 |
Kames Capital Management Ltd | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Myriad Asset Management Ltd. | 3 | 3 | 0.15% | 0.85% | 1.54% | Q2 2021 | Q4 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 1.42% | 1.43% | 1.43% | Q2 2013 | Q4 2013 | 3 |
Eos Management, L.P. | 2 | 1 | 0.23% | 0.48% | 0.65% | Q1 2022 | Q3 2023 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.56% | 0.85% | Q1 2018 | Q4 2021 | 3 |
Shamrock Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.76% | 1.52% | 1.90% | Q2 2021 | Q4 2021 | 3 |
Pomelo Capital LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Baring International Investment Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.15% | 0.15% | 0.15% | Q2 2010 | Q4 2021 | 3 |
Columbia Pacific Advisors, LLC | 3 | 3 | 1.75% | 1.83% | 1.97% | Q4 2014 | Q2 2015 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.46% | 0.50% | 0.56% | Q1 2014 | Q1 2017 | 3 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.59% | 1.53% | 3.35% | Q3 2014 | Q2 2017 | 3 |
INTREPID FAMILY OFFICE LLC | 3 | 3 | 1.82% | 4.72% | 8.96% | Q1 2023 | Q3 2023 | 3 |
Moreno Evelyn V | 3 | 3 | 0.10% | 0.13% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Boussard & Gavaudan Asset Management LP | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2013 | Q2 2014 | 3 |
EACHWIN CAPITAL, LP | 3 | 3 | 0.37% | 0.40% | 0.44% | Q4 2015 | Q2 2016 | 3 |
Torch Wealth Management LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2013 | Q2 2015 | 3 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.83% | 1.59% | Q2 2021 | Q1 2022 | 3 |
CG Asset Management LLC | 2 | 1 | 0.09% | 0.12% | 0.14% | Q3 2015 | Q4 2016 | 3 |
Atika Capital Management LLC | 2 | 1 | 0.95% | 2.17% | 3.55% | Q4 2017 | Q4 2020 | 3 |
Wakefield Asset Management LLLP | 1 | 1 | 0.16% | 0.62% | 1.03% | Q4 2018 | Q4 2021 | 3 |
CHICAGO TRUST Co NA | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q3 2021 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2013 | Q3 2013 | 3 |
Taylor Wealth Management Partners | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2018 | 3 |
FAGAN ASSOCIATES, INC. | 3 | 3 | 0.79% | 0.82% | 0.83% | Q4 2019 | Q2 2020 | 3 |
Freemont Management S.A. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Parus Finance SA | 3 | 3 | 3.06% | 3.32% | 3.65% | Q4 2011 | Q2 2012 | 3 |
Capital Planning Advisors, LLC | 3 | 3 | 0.27% | 0.30% | 0.36% | Q1 2018 | Q3 2018 | 3 |
TCG Advisors, LP | 2 | 1 | 0.00% | 0.06% | 0.17% | Q1 2019 | Q2 2020 | 3 |
JACKSON PARK CAPITAL, LLC | 3 | 3 | 3.46% | 4.05% | 5.13% | Q2 2016 | Q4 2016 | 3 |
Cypress Capital Management LLC (WY) | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 3 |
TradeLink Capital LLC | 2 | 1 | 0.59% | 0.74% | 1.01% | Q1 2015 | Q4 2015 | 3 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.18% | 0.27% | 0.38% | Q2 2019 | Q4 2019 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Genesee Capital Advisors, LLC | 2 | 1 | 0.10% | 0.26% | 0.59% | Q3 2021 | Q3 2023 | 3 |
Birch Grove Capital LP | 2 | 2 | 0.35% | 0.82% | 1.66% | Q2 2020 | Q3 2020 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.16% | 0.20% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.01% | 1.02% | 1.60% | Q4 2017 | Q2 2018 | 3 |
Invictus RG | 3 | 3 | 0.02% | 0.07% | 0.15% | Q1 2017 | Q3 2017 | 3 |
Leverage Partners Absolute Return Fund SPC | 3 | 3 | 0.17% | 0.54% | 1.25% | Q1 2021 | Q3 2021 | 3 |
Sitrin Capital Management LLC | 3 | 3 | 2.45% | 2.63% | 2.94% | Q4 2015 | Q2 2016 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
UNITED MARITIME CAPITAL LLC | 3 | 3 | 0.46% | 0.52% | 0.58% | Q4 2020 | Q2 2021 | 3 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.35% | 1.84% | 2.31% | Q4 2021 | Q2 2022 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.34% | 0.98% | 1.88% | Q1 2021 | Q2 2022 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q2 2016 | Q1 2017 | 3 |
LYELL WEALTH MANAGEMENT, LP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
AustralianSuper Pty Ltd | 2 | 1 | 0.02% | 0.17% | 0.47% | Q1 2022 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Summit X, LLC | 2 | 1 | 0.01% | 0.11% | 0.17% | Q3 2019 | Q3 2020 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.02% | 0.18% | 0.28% | Q3 2019 | Q1 2020 | 3 |
Watermark Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 3 |
Noked Capital LTD | 2 | 1 | 0.39% | 0.45% | 0.49% | Q4 2018 | Q4 2019 | 3 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
DPM Capital LLC | 3 | 3 | 8.45% | 9.76% | 11.24% | Q4 2018 | Q2 2019 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.06% | 0.35% | 0.69% | Q1 2019 | Q4 2022 | 3 |
Ninepoint Partners LP | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Sturgeon Ventures LLP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ruane, Cunniff & Goldfarb L.P. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.07% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Legacy Wealth Partners, Inc. | 3 | 3 | 0.67% | 0.70% | 0.75% | Q4 2020 | Q2 2021 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
UBP Investment Advisors SA | 2 | 1 | 0.08% | 0.13% | 0.21% | Q2 2021 | Q1 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Port Capital LLC | 3 | 3 | 0.06% | 0.10% | 0.15% | Q4 2017 | Q2 2018 | 3 |
WealthShield Partners, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2021 | 3 |
MainStreet Investment Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.35% | 0.37% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.24% | 0.38% | 0.56% | Q3 2018 | Q1 2022 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
SCP Investment, LP | 3 | 3 | 4.60% | 5.30% | 6.14% | Q4 2018 | Q2 2019 | 3 |
DIAMANT ASSET MANAGEMENT, INC. | 3 | 3 | 0.19% | 0.24% | 0.29% | Q3 2020 | Q1 2021 | 3 |
MFN Partners Management, LP | 3 | 3 | 4.93% | 5.32% | 5.64% | Q4 2018 | Q2 2019 | 3 |
Claret Asset Management Corp | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q4 2020 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.39% | 0.44% | 0.48% | Q4 2017 | Q2 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Providence Wealth Advisors, LLC | 2 | 1 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q3 2022 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Next Capital Management LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q1 2023 | 3 |
Oxinas Partners Wealth Management LLC | 2 | 1 | 0.15% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.06% | 0.16% | 0.35% | Q4 2018 | Q2 2021 | 3 |
Cynosure Group, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q4 2019 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Susquehanna International Group Ltd. | 2 | 1 | 0.08% | 0.18% | 0.24% | Q1 2021 | Q4 2021 | 3 |
New World Advisors LLC | 2 | 1 | 0.00% | 0.08% | 0.12% | Q1 2019 | Q2 2022 | 3 |
Noked Israel Ltd | 2 | 1 | 0.39% | 0.45% | 0.49% | Q4 2018 | Q4 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RIVERSEDGE ADVISORS, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Blue Water Life Science Advisors, LP | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.14% | 0.18% | 0.22% | Q3 2019 | Q1 2020 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 3 |
Full18 Capital LLC | 2 | 1 | 0.94% | 1.82% | 2.50% | Q4 2020 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Capital Square, LLC | 3 | 3 | 0.25% | 0.36% | 0.43% | Q4 2019 | Q2 2020 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.16% | 0.20% | 0.21% | Q1 2022 | Q3 2022 | 3 |
SkyOak Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pantheon Investment Group, LLC | 3 | 3 | 0.30% | 0.41% | 0.60% | Q2 2021 | Q4 2021 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.12% | 0.26% | Q1 2021 | Q1 2023 | 3 |
Optas, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.68% | 0.78% | 0.83% | Q4 2021 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.02% | 0.14% | 0.35% | Q4 2020 | Q3 2021 | 3 |
Sunflower Bank, N.A. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.11% | 0.16% | 0.18% | Q2 2021 | Q4 2021 | 3 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 3 | 3 | 0.71% | 0.74% | 0.78% | Q1 2023 | Q3 2023 | 3 |
GraniteShares Advisors LLC | 2 | 1 | 0.29% | 0.30% | 0.32% | Q4 2021 | Q4 2022 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q2 2021 | 3 |
IVC Wealth Advisors LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q3 2022 | Q1 2023 | 3 |
TriaGen Wealth Management LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Oder Investment Management, LLC | 2 | 1 | 0.11% | 0.21% | 0.30% | Q4 2020 | Q4 2022 | 3 |
Colonial River Wealth Management, LLC | 2 | 1 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.74% | 0.76% | 0.77% | Q4 2020 | Q2 2021 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.03% | 0.08% | 0.12% | Q4 2021 | Q1 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Deuterium Capital Management, LLC | 2 | 1 | 0.27% | 0.41% | 0.66% | Q4 2021 | Q2 2023 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 3 |
S.C. Financial Services, Inc. | 2 | 1 | 0.28% | 0.31% | 0.36% | Q4 2021 | Q4 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.12% | 0.19% | 0.28% | Q4 2021 | Q2 2022 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.10% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.40% | 0.54% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.50% | 0.52% | 0.53% | Q2 2022 | Q4 2022 | 3 |
Coastwise Capital Group, LLC | 3 | 3 | 0.25% | 0.33% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Callan Family Office, LLC | 3 | 3 | 0.07% | 0.14% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Horizons Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Investidor Profissional Gestao de Recursos Ltda. | 3 | 3 | 0.42% | 0.55% | 0.74% | Q2 2018 | Q4 2018 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 2.34% | 2.49% | 2.61% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.23% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.31% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.06% | 1.12% | 1.15% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.12% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.40% | 0.73% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.23% | 0.27% | 0.34% | Q1 2023 | Q3 2023 | 3 |
ROMANO BROTHERS AND COMPANY | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
MIDAS MANAGEMENT CORP | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q4 2013 | 3 |
SEARLE & CO. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.06% | 0.29% | 0.48% | Q2 2013 | Q4 2013 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q1 2018 | 3 |
RESOURCE CONSULTING GROUP INC | 3 | 3 | 0.26% | 0.29% | 0.31% | Q4 2021 | Q2 2022 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 0.53% | 0.54% | 0.54% | Q2 2021 | Q4 2021 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q4 2013 | 3 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q2 2014 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q4 2017 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Three Corner Global Investors LP | 1 | 1 | 2.58% | 3.71% | 4.84% | Q2 2016 | Q4 2016 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Tatro Capital, LLC | 1 | 1 | 0.24% | 0.25% | 0.26% | Q4 2019 | Q4 2020 | 2 |
Sonora Investment Management Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Rather & Kittrell, Inc. | 2 | 2 | 0.39% | 0.40% | 0.40% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2013 | Q3 2013 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.32% | 0.51% | 0.70% | Q4 2022 | Q2 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Copperwynd Financial, LLC | 1 | 1 | 1.13% | 1.97% | 2.82% | Q3 2021 | Q4 2022 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.21% | 0.27% | 0.33% | Q3 2013 | Q2 2014 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 2 |
CINQUE PARTNERS LLC | 2 | 2 | 0.91% | 0.96% | 1.01% | Q2 2015 | Q3 2015 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q3 2017 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.30% | 0.50% | 0.69% | Q1 2021 | Q2 2021 | 2 |
NIGHTVIEW CAPITAL, LLC | 2 | 2 | 0.42% | 0.47% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Chautauqua Capital Management | 2 | 2 | 1.04% | 1.83% | 2.62% | Q2 2013 | Q3 2013 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q1 2015 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
PASTEL & ASSOCIES SA | 2 | 2 | 1.87% | 2.03% | 2.19% | Q2 2016 | Q3 2016 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q1 2022 | Q2 2022 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.35% | 0.41% | 0.47% | Q2 2017 | Q3 2017 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2016 | Q3 2016 | 2 |
JW Asset Management, LLC | 2 | 2 | 1.25% | 6.44% | 11.64% | Q4 2016 | Q1 2017 | 2 |
Chemistry Wealth Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
WealthStone, Inc. | 1 | 1 | 0.04% | 0.13% | 0.21% | Q2 2019 | Q2 2020 | 2 |
Ayrshire Capital Management LLC | 2 | 2 | 1.10% | 1.24% | 1.39% | Q4 2019 | Q1 2020 | 2 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 1.31% | 1.33% | 1.34% | Q1 2013 | Q2 2013 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.13% | 0.28% | 0.43% | Q4 2016 | Q1 2022 | 2 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.03% | 7.06% | 14.10% | Q1 2023 | Q1 2023 | 2 |
Callan Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2018 | Q2 2018 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q2 2013 | 2 |
SADOFF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Family Management Corp | 2 | 2 | 0.87% | 0.88% | 0.90% | Q3 2019 | Q4 2019 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Clifford Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Archipel Asset Management AB | 2 | 2 | 0.02% | 1.14% | 2.27% | Q2 2014 | Q3 2014 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Ignis Investment Services Ltd | 2 | 2 | 0.94% | 0.94% | 0.95% | Q1 2014 | Q2 2014 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Vantage Investment Partners, LLC | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2017 | Q3 2017 | 2 |
Longer Investments Inc. | 1 | 1 | 1.36% | 1.86% | 2.35% | Q4 2015 | Q3 2017 | 2 |
Steel Canyon Capital, LLC | 2 | 2 | 2.45% | 2.78% | 3.12% | Q4 2018 | Q1 2019 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q3 2016 | 2 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2020 | Q3 2020 | 2 |
DUDLEY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.14% | 0.22% | Q1 2023 | Q1 2023 | 2 |
LMR Master Fund Ltd | 1 | 1 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q4 2013 | 2 |
NBW CAPITAL LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Motley Fool Asset Management LLC | 1 | 1 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q2 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.49% | 0.73% | 0.98% | Q4 2022 | Q2 2023 | 2 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.46% | 0.93% | Q1 2015 | Q1 2015 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Wilks Brothers, LLC | 2 | 2 | 0.48% | 0.80% | 1.12% | Q4 2018 | Q1 2019 | 2 |
Oak Thistle LLC | 1 | 1 | 0.22% | 0.25% | 0.27% | Q1 2022 | Q2 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sender Co & Partners, Inc. | 2 | 2 | 0.43% | 0.58% | 0.73% | Q1 2023 | Q2 2023 | 2 |
PointState Capital LP | 1 | 1 | 1.00% | 1.09% | 1.19% | Q4 2016 | Q1 2018 | 2 |
DARRELL & KING LLC | 2 | 2 | 0.05% | 1.90% | 3.76% | Q4 2015 | Q1 2016 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q3 2013 | 2 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 2 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 2 |
Coco Enterprises, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.15% | 0.58% | 1.00% | Q4 2016 | Q1 2017 | 2 |
STRYCKER VIEW CAPITAL LLC | 2 | 2 | 6.02% | 7.19% | 8.36% | Q2 2020 | Q3 2020 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
CPR Investments Inc. | 2 | 2 | 0.42% | 0.42% | 0.43% | Q4 2021 | Q1 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2016 | Q1 2017 | 2 |
Voleon Capital Management LP | 1 | 1 | 2.39% | 2.94% | 3.49% | Q4 2018 | Q4 2019 | 2 |
Portman Square Capital LLP | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Rovida Advisors Inc. | 2 | 2 | 0.39% | 0.82% | 1.26% | Q3 2020 | Q4 2020 | 2 |
Boothe Investment Group, Inc. | 2 | 2 | 2.01% | 2.06% | 2.12% | Q2 2018 | Q3 2018 | 2 |
Scion Asset Management | 2 | 2 | 4.48% | 4.55% | 4.61% | Q2 2020 | Q3 2020 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q4 2009 | Q1 2010 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2020 | 2 |
Sapphire Star Partners LP | 2 | 2 | 0.52% | 0.58% | 0.63% | Q4 2015 | Q1 2016 | 2 |
GETCO Holding Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.48% | 0.50% | 0.51% | Q2 2013 | Q3 2013 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Raging Capital Management, LLC | 2 | 2 | 1.74% | 1.85% | 1.95% | Q4 2018 | Q1 2019 | 2 |
Senator Investment Group LP | 2 | 2 | 2.86% | 3.00% | 3.15% | Q3 2019 | Q4 2019 | 2 |
CERTUITY, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
FIR TREE CAPITAL MANAGEMENT LP | 2 | 2 | 1.82% | 2.22% | 2.62% | Q3 2018 | Q4 2018 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2019 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.60% | 0.63% | 0.66% | Q3 2021 | Q4 2021 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 0.57% | 0.95% | 1.33% | Q1 2018 | Q1 2022 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.37% | 0.73% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Lee Capital Holdings LLC | 1 | 1 | 0.53% | 0.68% | 0.82% | Q4 2019 | Q3 2020 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.41% | 0.52% | 0.64% | Q4 2013 | Q4 2015 | 2 |
Zuckerman Investment Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 2 |
Telemark Asset Management, LLC | 1 | 1 | 0.37% | 1.94% | 3.51% | Q4 2013 | Q1 2018 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
PARA ADVISORS LLC | 2 | 2 | 5.83% | 5.87% | 5.91% | Q3 2015 | Q4 2015 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
CHANNEL WEALTH LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q4 2023 | 2 |
VALINOR MANAGEMENT, L.P. | 2 | 2 | 2.07% | 2.47% | 2.86% | Q4 2016 | Q1 2017 | 2 |
EADS & HEALD WEALTH MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.18% | 0.37% | 0.56% | Q4 2020 | Q1 2021 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 3.58% | 3.82% | 4.05% | Q3 2017 | Q2 2018 | 2 |
Chicago Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Red Granite Advisors LLC | 2 | 2 | 2.41% | 2.51% | 2.62% | Q2 2013 | Q3 2013 | 2 |
Dalton Investments LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Capital Financial Services, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q3 2021 | Q4 2021 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q1 2016 | Q2 2016 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 2 | 4.22% | 4.32% | 4.42% | Q1 2023 | Q2 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.06% | 0.53% | 1.00% | Q4 2016 | Q4 2016 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 2 |
TCWP LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q4 2022 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.30% | 0.34% | 0.37% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.98% | 1.02% | 1.05% | Q1 2023 | Q2 2023 | 2 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.21% | 0.33% | Q2 2022 | Q2 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.80% | 0.81% | 0.82% | Q2 2019 | Q4 2019 | 2 |
Triumph Capital Management | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Point Break Capital Management, LLC | 2 | 2 | 1.80% | 2.89% | 3.98% | Q2 2020 | Q3 2020 | 2 |
Shulman DeMeo Asset Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 2.23% | 3.52% | 4.81% | Q1 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q1 2016 | Q2 2016 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 0.51% | 3.88% | 7.25% | Q4 2016 | Q1 2018 | 2 |
Legg Mason Asset Management (Japan) Co., Ltd. | 2 | 2 | 0.52% | 0.54% | 0.56% | Q3 2021 | Q4 2021 | 2 |
Sovarnum Capital L.P. | 1 | 1 | 0.21% | 0.25% | 0.29% | Q4 2017 | Q4 2017 | 2 |
QUAKER CAPITAL MANAGEMENT CORP | 2 | 2 | 1.68% | 1.68% | 1.69% | Q2 2013 | Q3 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fore Research & Management, LP | 1 | 1 | 0.48% | 0.63% | 0.78% | Q2 2014 | Q1 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Willis Investment Counsel | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
STRALEM & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2021 | Q4 2021 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
PLATINUM INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
COLUMBUS CIRCLE INVESTORS | 2 | 2 | 0.97% | 1.02% | 1.07% | Q2 2013 | Q3 2013 | 2 |
TOWLE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2013 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2015 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ALBERT D MASON INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2023 | Q4 2023 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2013 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Prosiris Capital Management LP | 2 | 2 | 10.34% | 11.02% | 11.69% | Q3 2015 | Q4 2015 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2018 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2020 | Q2 2020 | 2 |
Alden Global Capital LLC | 1 | 1 | 2.72% | 4.06% | 5.40% | Q4 2018 | Q1 2020 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.32% | 0.44% | 0.57% | Q2 2023 | Q3 2023 | 2 |
ENDICOTT MANAGEMENT CO | 1 | 1 | 0.16% | 0.22% | 0.28% | Q3 2013 | Q2 2016 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.16% | 0.19% | 0.22% | Q3 2014 | Q2 2015 | 2 |
Bell Bank | 1 | 1 | 0.03% | 0.34% | 0.65% | Q2 2013 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.30% | 0.31% | 0.33% | Q2 2023 | Q3 2023 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
DAVIDSON & GARRARD INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q3 2017 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2023 | Q3 2023 | 2 |
Ballast, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 2 |
AXIOM INVESTORS LLC /DE | 2 | 2 | 0.84% | 0.94% | 1.04% | Q4 2016 | Q1 2017 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q3 2019 | Q4 2019 | 2 |
PANTHERA INVESTMENT GmbH | 1 | 1 | 0.12% | 0.61% | 1.09% | Q2 2014 | Q2 2014 | 2 |
Round Hill Asset Management | 2 | 2 | 0.42% | 0.42% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 0.62% | 0.74% | 0.85% | Q2 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 2.04% | 3.38% | 4.73% | Q2 2015 | Q2 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Joule Financial, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Mezzasalma Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.65% | 0.74% | 0.83% | Q1 2021 | Q2 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PROSPECTOR PARTNERS LLC | 1 | 1 | 0.29% | 0.46% | 0.63% | Q3 2023 | Q3 2023 | 2 |
Tibra Equities Europe Ltd | 2 | 2 | 0.23% | 0.61% | 0.99% | Q2 2019 | Q3 2019 | 2 |
Echo45 Advisors LLC | 2 | 2 | 0.35% | 0.44% | 0.53% | Q4 2021 | Q1 2022 | 2 |
DMC Group, LLC | 2 | 2 | 0.19% | 0.24% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Ascent Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Granby Capital Management, LLC | 2 | 2 | 1.70% | 1.78% | 1.86% | Q1 2022 | Q2 2022 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2018 | Q1 2019 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.28% | 0.28% | 0.29% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.45% | 1.54% | 2.63% | Q4 2021 | Q3 2022 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Joseph R. Weiss, LLC | 1 | 1 | 0.34% | 13.40% | 26.45% | Q1 2019 | Q3 2019 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CATAWBA CAPITAL MANAGEMENT /VA | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2018 | Q2 2018 | 2 |
Cooperatieve Rabobank U.A. | 2 | 2 | 2.07% | 2.86% | 3.65% | Q2 2013 | Q3 2013 | 2 |
Lodge Hill Capital, LLC | 1 | 1 | 3.62% | 3.83% | 4.04% | Q4 2020 | Q1 2023 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.26% | 0.51% | 0.76% | Q4 2021 | Q1 2022 | 2 |
TAM Capital Management Inc. | 1 | 1 | 1.64% | 2.30% | 2.97% | Q4 2018 | Q3 2023 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NTB Financial Corp | 2 | 2 | 0.15% | 0.29% | 0.43% | Q1 2022 | Q2 2022 | 2 |
Riverview Capital Advisers, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Lifestyle Asset Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Shellback Capital, LP | 2 | 2 | 1.07% | 1.22% | 1.36% | Q4 2020 | Q1 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.39% | 0.72% | 1.05% | Q3 2019 | Q1 2020 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Fractal Investments LLC | 2 | 2 | 0.16% | 0.25% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2014 | Q3 2015 | 2 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.93% | 1.40% | 1.87% | Q4 2014 | Q1 2016 | 2 |
Infini Master Fund | 2 | 2 | 0.05% | 0.68% | 1.31% | Q4 2020 | Q1 2021 | 2 |
INVESTORS TRUST INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.04% | 0.37% | 0.69% | Q4 2020 | Q1 2021 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.46% | 1.48% | 1.49% | Q4 2022 | Q1 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2017 | Q1 2018 | 2 |
Infini Capital Management Ltd | 2 | 2 | 0.05% | 0.68% | 1.31% | Q4 2020 | Q1 2021 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2015 | Q3 2015 | 1 |
STRATTON MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2016 | Q4 2016 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
BOLTON LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Black Maple Capital Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
YCG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MERIDIAN MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Emrys Partners, L.P. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2013 | Q4 2013 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
Foundation Asset Management, LP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2016 | Q4 2016 | 1 |
Simcah Management LLC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q4 2013 | Q4 2013 | 1 |
Ratan Capital Management LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2017 | Q1 2017 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2016 | Q3 2016 | 1 |
Thomasville National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2013 | Q4 2013 | 1 |
Ranger International Management, LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2017 | Q2 2017 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2018 | Q3 2018 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2013 | Q2 2013 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Nokomis Capital, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2016 | Q2 2016 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Duquesne Family Office | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2014 | Q4 2014 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2013 | Q2 2013 | 1 |
Greenbrier Partners Capital Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kepos Capital LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2013 | Q4 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2016 | Q2 2016 | 1 |
Hillhouse Capital Management | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2019 | Q1 2019 | 1 |
iAB Financial Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 5.17% | 5.17% | 5.17% | Q1 2015 | Q1 2015 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2014 | Q1 2014 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2017 | Q3 2017 | 1 |
Lubar & Co., Inc | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2020 | Q1 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2019 | Q3 2019 | 1 |
Firefly Value Partners, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2016 | Q4 2016 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2014 | Q4 2014 | 1 |
SWARTHMORE GROUP INC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q3 2014 | Q3 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Aquamarine Capital Management, LLC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q4 2014 | Q4 2014 | 1 |
Bandera Partners LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2018 | Q1 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2016 | Q1 2016 | 1 |
Beach Investment Management, LLC. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2013 | Q2 2013 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q1 2022 | Q1 2022 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2015 | Q3 2015 | 1 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2017 | Q4 2017 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q1 2015 | Q1 2015 | 1 |
Jetstream Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Weil Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2018 | Q1 2018 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.29% | 3.29% | 3.29% | Q4 2016 | Q4 2016 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2016 | Q4 2016 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
TRILOGY GLOBAL ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2015 | Q3 2015 | 1 |
Grisanti Capital Management LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2016 | Q1 2016 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
North Reef Capital Management LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2023 | Q1 2023 | 1 |
Tanager Wealth Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
BOSTON PROVIDENT, L.P. | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2015 | Q3 2015 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vickerman Investment Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
DGS Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2020 | Q4 2020 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Unison Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ORBIS HOLDINGS LTD | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2013 | Q2 2013 | 1 |
Astrantus Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Prospect Hill Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
F/M Investments LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2022 | Q4 2022 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2021 | Q2 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Veracity Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Truadvice, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First Farmers & Merchants Bank / Trust | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
H&H Retirement Design & Management INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2022 | Q1 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Value Partners Investments Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KFA Private Wealth Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2022 | Q3 2022 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
Doman Group, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2021 | Q4 2021 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Greenlight Capital | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2020 | Q1 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
DENDUR CAPITAL LP | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Greenspring Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GLAZER CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tevis Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Centric Wealth Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sharper & Granite LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Voss Capital, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2019 | Q4 2019 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Guardian Financial Partners, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Trellis Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 2.92% | 2.92% | 2.92% | Q4 2022 | Q4 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2021 | Q4 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Breakwater Capital Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Graphene Investments SAS | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2022 | Q4 2022 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Summit Global Investments | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2017 | Q3 2017 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2016 | Q2 2016 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PIER 88 INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
KR CAPITAL PARTNERS I L P | 1 | 1 | 11.49% | 11.49% | 11.49% | Q1 2016 | Q1 2016 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
STEPH & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 4.29% | 4.29% | 4.29% | Q2 2017 | Q2 2017 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
MSF Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Michael S. Ryan, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
PERISCOPE CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2020 | Q4 2020 | 1 |
Third Point | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2016 | Q4 2016 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2022 | Q4 2022 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2016 | Q4 2016 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Skye Global Management LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2019 | Q1 2019 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cider Mill Investments LP | 1 | 1 | 3.43% | 3.43% | 3.43% | Q4 2016 | Q4 2016 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Threshold Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 2.53% | 2.53% | 2.53% | Q1 2020 | Q1 2020 | 1 |
Convector Capital Management, LP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2016 | Q3 2016 | 1 |
Orbis Allan Gray Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Signition LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2018 | Q1 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Key Square Capital Management LLC | 1 | 1 | 7.85% | 7.85% | 7.85% | Q4 2016 | Q4 2016 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2019 | Q2 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Community Bank & Trust, Waco, Texas | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2015 | Q4 2015 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Pelham Capital Ltd. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2015 | Q4 2015 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Svenska Handelsbanken AB (publ) | 1 | 1 | 13.01% | 13.01% | 13.01% | Q4 2015 | Q4 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2015 | Q1 2015 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tilden Park Management I LLC | 1 | 1 | 6.72% | 6.72% | 6.72% | Q2 2018 | Q2 2018 | 1 |
LEGG MASON, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Amplify Investments, LLC | 1 | 1 | 3.85% | 3.85% | 3.85% | Q1 2018 | Q1 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2013 | Q4 2013 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
PVG Asset Management | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2016 | Q2 2016 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Alpenglow Capital LP | 1 | 1 | 4.06% | 4.06% | 4.06% | Q2 2016 | Q2 2016 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
EagleClaw Capital Managment, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 6.84% | 6.84% | 6.84% | Q2 2015 | Q2 2015 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2016 | Q4 2016 | 1 |
Family Firm, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own GOLDMAN SACHS GROUP INC or have owned GOLDMAN SACHS GROUP INC in the past.