Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 118 |
Parallax Volatility Advisers, L.P. | 38 | 2 | 0.00% | 0.03% | 0.47% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 103 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 101 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2023 | 100 |
Citadel Advisors | 35 | 6 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 97 |
D. E. Shaw & Co., Inc. | 32 | 7 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 94 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 89 |
JANE STREET GROUP, LLC | 30 | 1 | 0.00% | 0.01% | 0.21% | Q3 2014 | Q3 2023 | 74 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.00% | 0.20% | 0.67% | Q4 2006 | Q3 2023 | 66 |
WOLVERINE TRADING, LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 64 |
TWO SIGMA INVESTMENTS, LP | 15 | 1 | 0.00% | 0.03% | 0.34% | Q3 2013 | Q3 2023 | 63 |
MILLENNIUM MANAGEMENT LLC | 24 | 3 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.04% | 0.11% | Q1 2009 | Q3 2023 | 59 |
Cutler Group LLC / CA | 21 | 1 | 0.00% | 0.02% | 0.22% | Q4 2015 | Q4 2022 | 58 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 55 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 54 |
CAPITAL FUND MANAGEMENT S.A. | 18 | 1 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q3 2023 | 53 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q2 2018 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.04% | 0.08% | Q3 2011 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.06% | 0.13% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.04% | 0.11% | Q4 2011 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.09% | 0.26% | Q4 2010 | Q3 2022 | 48 |
NOMURA HOLDINGS INC | 17 | 11 | 0.00% | 0.01% | 0.17% | Q4 2012 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 47 | 47 | 0.02% | 0.05% | 0.19% | Q1 2012 | Q3 2023 | 47 |
Savant Capital, LLC | 24 | 2 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 47 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 46 |
Paloma Partners Management Co | 14 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 45 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 22 | 9 | 0.06% | 0.36% | 1.07% | Q1 2012 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 45 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.01% | 0.08% | 0.15% | Q4 2012 | Q3 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.03% | 0.05% | 0.09% | Q1 2013 | Q4 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.05% | 0.34% | Q4 2012 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q3 2023 | 43 |
CAPSTONE INVESTMENT ADVISORS, LLC | 15 | 1 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.05% | 0.08% | Q1 2013 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.98% | 1.45% | 2.15% | Q2 2013 | Q4 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.06% | 0.22% | Q4 2012 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.09% | 0.22% | 0.40% | Q1 2013 | Q3 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.03% | 0.05% | Q4 2012 | Q2 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.06% | 0.10% | Q2 2012 | Q4 2022 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.75% | 1.12% | 1.57% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.42% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Coho Partners, Ltd. | 42 | 42 | 0.02% | 3.18% | 4.88% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.43% | 0.84% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.00% | 0.54% | 2.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.10% | 0.24% | 0.53% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.13% | 0.98% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.33% | 0.53% | 0.89% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.48% | 0.80% | 1.12% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.03% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.06% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.10% | 0.21% | 0.64% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.07% | 0.51% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.40% | 0.75% | 1.29% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.02% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.24% | 0.38% | 0.51% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q4 2023 | 42 |
Brown Capital Management | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
TRILLIUM ASSET MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.12% | 0.53% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 1.00% | 1.74% | 2.93% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.08% | 0.54% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.22% | 0.47% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.06% | 0.18% | 0.60% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.03% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CITIZENS & NORTHERN CORP | 42 | 42 | 0.20% | 0.75% | 1.50% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.12% | 0.65% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.71% | 2.36% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
STEWART & PATTEN CO LLC | 42 | 42 | 0.14% | 0.46% | 1.34% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BSW Wealth Partners | 42 | 42 | 0.08% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
THOMAS STORY & SON LLC | 42 | 42 | 0.16% | 0.29% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.41% | 0.86% | 1.76% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.17% | 1.01% | Q2 2013 | Q4 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.10% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.08% | 0.33% | 1.86% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.05% | 0.31% | 1.56% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.49% | 0.93% | 2.77% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.12% | 0.51% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 2.02% | 2.98% | 4.40% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.09% | 0.44% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.01% | 0.08% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 1 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.06% | 0.11% | Q1 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.01% | 0.11% | 0.94% | Q2 2013 | Q3 2023 | 41 |
ENTERPRISE FINANCIAL SERVICES CORP | 36 | 5 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.04% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 41 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 30 | 11 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 21 | 20 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 24 | 17 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 40 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 6 | 0.04% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 29 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
KING LUTHER CAPITAL MANAGEMENT CORP | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 41 | 41 | 0.02% | 0.12% | 0.24% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
TWO SIGMA SECURITIES, LLC | 8 | 2 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.01% | 0.09% | 0.24% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.04% | 0.18% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.04% | 0.07% | 0.11% | Q3 2013 | Q3 2023 | 41 |
Nuveen Asset Management, LLC | 28 | 12 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 40 |
Evercore Wealth Management, LLC | 19 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Gotham Asset Management, LLC | 32 | 8 | 0.01% | 0.17% | 0.51% | Q2 2013 | Q3 2023 | 40 |
EVERENCE CAPITAL MANAGEMENT INC | 40 | 40 | 0.04% | 0.12% | 0.25% | Q4 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 10 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Essex Financial Services, Inc. | 24 | 16 | 0.05% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 40 |
1ST SOURCE BANK | 24 | 16 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Allianz Asset Management GmbH | 24 | 16 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Capstone Financial Advisors, Inc. | 40 | 40 | 0.03% | 1.30% | 3.38% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.04% | 0.07% | 0.11% | Q3 2013 | Q3 2023 | 40 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 24 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 23 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 39 |
Freedom Investment Management, Inc. | 34 | 5 | 0.02% | 0.15% | 0.58% | Q4 2013 | Q3 2023 | 39 |
HM PAYSON & CO | 18 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.13% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 39 |
ASSOCIATED BANC-CORP | 18 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 24 | 15 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.06% | 0.48% | Q1 2014 | Q3 2023 | 39 |
ZEVIN ASSET MANAGEMENT LLC | 36 | 3 | 0.04% | 0.38% | 1.65% | Q2 2013 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 36 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.17% | 0.28% | 0.52% | Q2 2013 | Q4 2022 | 39 |
Haverford Trust Co | 24 | 1 | 0.00% | 0.65% | 2.33% | Q3 2013 | Q3 2023 | 38 |
Plante Moran Financial Advisors, LLC | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2022 | 38 |
Andra AP-fonden | 16 | 5 | 0.01% | 0.24% | 0.59% | Q2 2013 | Q2 2023 | 38 |
NewSquare Capital LLC | 38 | 38 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 38 | 38 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 38 |
CIBC Private Wealth Group, LLC | 35 | 3 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 38 |
Livforsakringsbolaget Skandia, Omsesidigt | 28 | 10 | 0.02% | 0.19% | 0.50% | Q1 2014 | Q3 2023 | 38 |
ARROW FINANCIAL CORP | 37 | 37 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.05% | 0.22% | Q4 2014 | Q3 2023 | 37 |
Meiji Yasuda Asset Management Co Ltd. | 35 | 1 | 0.05% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 37 |
WELCH & FORBES LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 31 | 6 | 0.01% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 37 |
PROFUND ADVISORS LLC | 27 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 37 |
Verus Financial Partners, Inc. | 24 | 12 | 0.04% | 0.12% | 0.34% | Q3 2014 | Q3 2023 | 36 |
National Pension Service | 23 | 13 | 0.06% | 0.07% | 0.09% | Q3 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.23% | 0.35% | Q3 2014 | Q4 2023 | 36 |
Meiji Yasuda Life Insurance Co | 35 | 1 | 0.01% | 0.11% | 0.21% | Q2 2014 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 2 | 0.00% | 0.04% | 0.36% | Q3 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 19 | 1 | 0.00% | 0.05% | 0.15% | Q2 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.19% | Q1 2015 | Q3 2023 | 35 |
First Personal Financial Services | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 29 | 1 | 0.00% | 0.29% | 1.19% | Q2 2013 | Q3 2023 | 35 |
SUMMITRY LLC | 35 | 35 | 1.52% | 2.19% | 3.56% | Q1 2015 | Q3 2023 | 35 |
WBH ADVISORY INC | 29 | 3 | 0.08% | 0.12% | 0.24% | Q3 2014 | Q3 2023 | 35 |
ISTHMUS PARTNERS, LLC | 18 | 17 | 1.29% | 1.81% | 2.15% | Q4 2014 | Q3 2023 | 35 |
Spot Trading L.L.C | 12 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q1 2017 | 35 |
CIBC WORLD MARKET INC. | 17 | 2 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 35 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q3 2021 | 34 |
Formidable Asset Management, LLC | 17 | 1 | 0.01% | 0.33% | 0.71% | Q3 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 34 |
STRS OHIO | 28 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 10 | 0.04% | 0.20% | 0.44% | Q2 2013 | Q4 2021 | 34 |
CONNING INC. | 27 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 33 |
Montecito Bank & Trust | 33 | 33 | 0.12% | 0.18% | 0.32% | Q4 2015 | Q4 2023 | 33 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 33 |
CWM, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 33 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
MONARCH CAPITAL MANAGEMENT INC/ | 33 | 33 | 0.10% | 0.18% | 0.34% | Q3 2015 | Q3 2023 | 33 |
WINTON GROUP Ltd | 28 | 1 | 0.01% | 0.14% | 0.64% | Q2 2014 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 33 |
FDx Advisors, Inc. | 17 | 2 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 33 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2023 | 33 |
Smithfield Trust Co | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
ONTARIO TEACHERS PENSION PLAN BOARD | 30 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2021 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q1 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.01% | 0.22% | 0.65% | Q4 2015 | Q3 2023 | 32 |
Foyston, Gordon, & Payne Inc | 32 | 32 | 0.99% | 1.69% | 2.64% | Q4 2015 | Q3 2023 | 32 |
Stadion Money Management, LLC | 32 | 32 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q1 2021 | 32 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.14% | 0.78% | Q4 2014 | Q3 2023 | 32 |
FIL Ltd | 21 | 3 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 32 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 32 |
Pensionfund Sabic | 24 | 7 | 0.39% | 0.48% | 0.62% | Q3 2015 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.50% | Q1 2016 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 31 | 31 | 0.00% | 0.04% | 0.13% | Q1 2016 | Q3 2023 | 31 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.12% | 0.40% | Q1 2009 | Q1 2023 | 31 |
ADVISOR PARTNERS LLC | 19 | 2 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q2 2022 | 31 |
AMERICAN CENTURY COMPANIES INC | 26 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q4 2020 | 31 |
MCF Advisors LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 30 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.04% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 30 |
FAIRFIELD, BUSH & CO. | 28 | 1 | 0.01% | 0.19% | 0.44% | Q2 2013 | Q2 2023 | 30 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 5 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
Private Advisor Group, LLC | 8 | 3 | 0.00% | 0.01% | 0.11% | Q2 2014 | Q3 2023 | 30 |
Carroll Financial Associates, Inc. | 27 | 3 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q4 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2020 | 30 |
FAYEZ SAROFIM & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2020 | 30 |
IBM Retirement Fund | 15 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2022 | 30 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.05% | 0.18% | Q4 2012 | Q3 2023 | 29 |
NORTHSTAR INVESTMENT ADVISORS LLC | 15 | 5 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2021 | 29 |
LAZARD ASSET MANAGEMENT LLC | 29 | 29 | 0.00% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Grantham, Mayo, Van Otterloo & Co. LLC | 16 | 13 | 0.00% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 29 |
QS Investors, LLC | 29 | 29 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q2 2021 | 29 |
Mechanics Bank Trust Department | 14 | 7 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 29 |
Silver Lake Advisory, LLC | 17 | 2 | 0.17% | 1.38% | 4.24% | Q2 2015 | Q2 2023 | 29 |
PGGM Investments | 16 | 5 | 0.01% | 0.17% | 0.29% | Q4 2013 | Q3 2023 | 29 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 29 |
Longview Partners (Guernsey) LTD | 29 | 29 | 0.91% | 4.82% | 6.38% | Q4 2015 | Q4 2022 | 29 |
CADINHA & CO LLC | 14 | 1 | 0.08% | 1.17% | 4.48% | Q2 2013 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Legacy Advisors, LLC | 28 | 28 | 0.17% | 0.39% | 0.94% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.01% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 28 |
YHB Investment Advisors, Inc. | 14 | 2 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
MU Investments Co., Ltd. | 28 | 28 | 2.46% | 4.16% | 5.57% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
Assenagon Asset Management S.A. | 28 | 28 | 0.00% | 0.06% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Oxbow Advisors, LLC | 26 | 1 | 0.08% | 0.13% | 0.22% | Q2 2015 | Q3 2023 | 27 |
Ballentine Partners, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Hills Bank & Trust Co | 27 | 27 | 0.09% | 0.24% | 0.40% | Q1 2017 | Q3 2023 | 27 |
Vident Investment Advisory, LLC | 24 | 3 | 0.02% | 0.08% | 0.23% | Q1 2015 | Q2 2023 | 27 |
MAI Capital Management | 17 | 10 | 0.01% | 0.10% | 0.78% | Q2 2013 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2020 | 27 |
Cerity Partners LLC | 27 | 27 | 0.01% | 0.07% | 0.57% | Q1 2017 | Q3 2023 | 27 |
ING GROEP NV | 11 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.06% | 0.10% | 0.20% | Q2 2013 | Q4 2019 | 27 |
MOODY LYNN & LIEBERSON, LLC | 26 | 1 | 0.04% | 0.08% | 0.45% | Q4 2016 | Q3 2023 | 27 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
OLD REPUBLIC INTERNATIONAL CORP | 26 | 1 | 0.67% | 1.28% | 2.53% | Q1 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Freestone Capital Holdings, LLC | 21 | 1 | 0.00% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.14% | 0.29% | 0.45% | Q4 2016 | Q3 2023 | 27 |
NICOLET BANKSHARES INC | 27 | 27 | 0.12% | 0.20% | 0.33% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
VAN ECK ASSOCIATES CORP | 17 | 10 | 0.00% | 0.01% | 0.26% | Q4 2014 | Q3 2023 | 27 |
SALEM INVESTMENT COUNSELORS INC | 19 | 7 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 26 |
TOBAM | 20 | 1 | 0.00% | 0.67% | 2.44% | Q4 2016 | Q3 2023 | 26 |
GREATMARK INVESTMENT PARTNERS, INC. | 26 | 26 | 0.20% | 1.78% | 2.32% | Q2 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q3 2019 | 26 |
Glassman Wealth Services | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 26 |
GLENVIEW STATE BANK TRUST DEPT. | 9 | 4 | 0.08% | 0.12% | 0.18% | Q4 2013 | Q2 2021 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 26 | 26 | 0.69% | 1.05% | 1.38% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.07% | 0.13% | Q3 2016 | Q3 2023 | 26 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2019 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.21% | 0.40% | 0.59% | Q1 2017 | Q3 2023 | 26 |
Ridgewood Investments LLC | 26 | 26 | 0.27% | 0.44% | 0.70% | Q2 2017 | Q3 2023 | 26 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 3 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 26 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 23 | 1 | 0.00% | 0.20% | 1.07% | Q4 2014 | Q3 2023 | 26 |
Prospera Financial Services Inc | 25 | 25 | 0.02% | 0.07% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Argyle Capital Management Inc. | 25 | 25 | 0.22% | 0.28% | 0.38% | Q3 2017 | Q3 2023 | 25 |
JENSEN INVESTMENT MANAGEMENT INC | 21 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 25 |
TODD ASSET MANAGEMENT LLC | 9 | 1 | 0.01% | 0.39% | 0.61% | Q2 2013 | Q2 2023 | 25 |
Squarepoint Ops LLC | 18 | 2 | 0.00% | 0.09% | 0.22% | Q1 2016 | Q3 2023 | 25 |
Brandywine Global Investment Management, LLC | 22 | 3 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q1 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2022 | 25 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 25 |
PARNASSUS INVESTMENTS, LLC | 16 | 9 | 0.00% | 0.24% | 0.42% | Q3 2014 | Q2 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
GAM Holding AG | 23 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 25 |
CLEARARC CAPITAL INC | 24 | 1 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.07% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Penserra Capital Management LLC | 17 | 3 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 25 |
Garner Asset Management Corp | 25 | 25 | 0.20% | 0.38% | 0.78% | Q3 2017 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 0.51% | 0.72% | 1.20% | Q3 2017 | Q3 2023 | 25 |
State of New Jersey Common Pension Fund D | 17 | 8 | 0.00% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.06% | 0.37% | Q2 2013 | Q2 2019 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.08% | 0.18% | 0.39% | Q2 2013 | Q2 2019 | 25 |
Capital Investment Advisors, LLC | 15 | 10 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 25 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 25 | 0.00% | 0.05% | 0.22% | Q2 2017 | Q2 2023 | 25 |
Simplicity Solutions, LLC | 16 | 3 | 0.00% | 0.08% | 0.38% | Q2 2015 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.08% | 0.20% | 0.46% | Q1 2017 | Q3 2023 | 24 |
WESTWOOD HOLDINGS GROUP INC | 24 | 24 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q1 2019 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.24% | 0.57% | 0.95% | Q4 2017 | Q3 2023 | 24 |
FIRST INTERSTATE BANK | 18 | 6 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 24 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 10 | 1 | 0.02% | 0.06% | 0.18% | Q1 2013 | Q4 2022 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q1 2019 | 24 |
IFM Investors Pty Ltd | 24 | 24 | 0.05% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.04% | 0.57% | 0.98% | Q4 2017 | Q3 2023 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 24 |
SVB WEALTH LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Dai-ichi Life Insurance Company, Ltd | 19 | 2 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 24 |
Advanced Asset Management Advisors Inc | 24 | 24 | 0.22% | 0.94% | 1.89% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Clean Yield Group | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 24 |
THOMAS WHITE INTERNATIONAL LTD | 17 | 3 | 0.03% | 0.09% | 0.54% | Q2 2013 | Q2 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.05% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.66% | 1.51% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Wealth Management, LLC | 16 | 2 | 0.02% | 0.19% | 0.38% | Q3 2016 | Q3 2023 | 24 |
TWO SIGMA ADVISERS, LP | 16 | 1 | 0.00% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.24% | Q4 2014 | Q2 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q1 2019 | 24 |
SCOUT INVESTMENTS, INC. | 23 | 23 | 0.04% | 0.48% | 1.11% | Q1 2018 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.06% | 0.13% | 0.35% | Q4 2017 | Q2 2023 | 23 |
BURNEY CO/ | 22 | 1 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 23 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 7 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 23 |
PITCAIRN CO | 16 | 3 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 23 |
Pensionfund DSM Netherlands | 16 | 7 | 0.04% | 0.41% | 0.56% | Q3 2015 | Q4 2021 | 23 |
WEST PACES ADVISORS INC. | 20 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 23 |
SRB CORP | 12 | 5 | 0.02% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.11% | 0.66% | Q4 2015 | Q3 2023 | 23 |
ALPS ADVISORS INC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 23 |
PineBridge Investments, L.P. | 10 | 3 | 0.00% | 0.18% | 0.51% | Q2 2017 | Q3 2023 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Dundas Partners LLP | 23 | 23 | 3.02% | 3.95% | 5.36% | Q1 2018 | Q3 2023 | 23 |
Nicollet Investment Management, Inc. | 23 | 23 | 1.63% | 2.38% | 3.72% | Q1 2018 | Q3 2023 | 23 |
Sterling Capital Management LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2019 | 22 |
EAGLE ASSET MANAGEMENT INC | 22 | 22 | 0.22% | 0.63% | 1.14% | Q2 2018 | Q3 2023 | 22 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.01% | 0.08% | 0.21% | Q4 2012 | Q1 2021 | 22 |
People's United Financial, Inc. | 17 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.18% | 1.01% | Q3 2017 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q3 2018 | 22 |
Engineers Gate Manager LP | 12 | 1 | 0.01% | 0.09% | 0.28% | Q1 2015 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 22 |
CNB Bank | 22 | 22 | 0.00% | 0.11% | 0.28% | Q4 2017 | Q1 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2018 | 22 |
NICHOLAS COMPANY, INC. | 17 | 5 | 0.01% | 1.15% | 2.19% | Q2 2013 | Q4 2022 | 22 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.16% | 1.12% | Q3 2013 | Q3 2022 | 22 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 21 | 1 | 0.00% | 0.23% | 0.45% | Q2 2013 | Q4 2018 | 22 |
ROYCE & ASSOCIATES LP | 10 | 4 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 22 |
Mirae Asset Global Investments Co., Ltd. | 21 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 22 |
USS Investment Management Ltd | 16 | 6 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 22 |
RELIANCE TRUST CO OF DELAWARE | 22 | 22 | 0.08% | 0.14% | 0.26% | Q4 2013 | Q1 2019 | 22 |
Man Group plc | 14 | 8 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 22 |
Harfst & Associates, Inc. | 17 | 1 | 0.05% | 0.22% | 0.58% | Q2 2015 | Q3 2023 | 22 |
SCOTIA CAPITAL INC. | 12 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Covington Capital Management | 21 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2022 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.73% | 1.16% | 1.90% | Q2 2018 | Q3 2023 | 22 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 22 | 22 | 0.02% | 0.13% | 0.38% | Q4 2017 | Q1 2023 | 22 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 21 |
TIRSCHWELL & LOEWY INC | 16 | 5 | 0.03% | 2.25% | 3.92% | Q2 2013 | Q1 2019 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Diversified Trust Co | 11 | 1 | 0.01% | 0.09% | 0.33% | Q2 2014 | Q4 2023 | 21 |
MCDANIEL TERRY & CO | 17 | 4 | 0.02% | 3.83% | 6.17% | Q2 2013 | Q3 2023 | 21 |
AVITY INVESTMENT MANAGEMENT INC. | 13 | 8 | 0.02% | 1.31% | 3.22% | Q1 2014 | Q3 2023 | 21 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 21 | 21 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q2 2018 | 21 |
CAPTRUST FINANCIAL ADVISORS | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Grandeur Peak Global Advisors, LLC | 15 | 6 | 0.07% | 0.14% | 0.22% | Q3 2015 | Q3 2023 | 21 |
BANK OF HAWAII | 7 | 1 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2019 | 21 |
CX Institutional | 20 | 1 | 0.02% | 0.11% | 0.40% | Q2 2018 | Q3 2023 | 21 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2020 | 21 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 11 | 10 | 0.02% | 0.36% | 1.07% | Q2 2013 | Q3 2023 | 21 |
Tredje AP-fonden | 9 | 4 | 0.01% | 0.12% | 0.50% | Q2 2016 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.08% | 0.11% | Q1 2017 | Q3 2023 | 21 |
Global Trust Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
IFG Advisory, LLC | 15 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 15 | 6 | 0.00% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 12 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 21 |
Laffer Tengler Investments, Inc. | 11 | 10 | 0.28% | 0.47% | 0.86% | Q3 2013 | Q1 2019 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.02% | 0.09% | 0.38% | Q2 2013 | Q2 2018 | 21 |
Indiana Trust & Investment Management CO | 14 | 1 | 0.09% | 0.14% | 0.22% | Q3 2013 | Q3 2023 | 21 |
Railway Pension Investments Ltd | 20 | 20 | 0.22% | 0.39% | 0.76% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.13% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.03% | 0.08% | 0.16% | Q4 2015 | Q3 2020 | 20 |
OSSIAM | 20 | 20 | 0.02% | 0.15% | 0.41% | Q4 2018 | Q3 2023 | 20 |
SpiderRock Advisors, LLC | 13 | 3 | 0.00% | 0.47% | 3.45% | Q1 2017 | Q2 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q4 2017 | 20 |
EXANE DERIVATIVES | 20 | 20 | 0.00% | 0.06% | 0.49% | Q3 2017 | Q2 2022 | 20 |
AlphaMark Advisors, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 20 |
DnB Asset Management AS | 20 | 20 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.11% | 0.21% | 0.56% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.08% | 0.17% | 0.24% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2018 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.03% | 0.23% | 0.48% | Q3 2013 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.23% | 0.29% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Centerstone Investors, LLC | 20 | 20 | 1.84% | 3.68% | 5.15% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ICON ADVISERS INC/CO | 11 | 9 | 0.05% | 0.36% | 0.68% | Q2 2013 | Q1 2023 | 20 |
Vectors Research Management, LLC | 13 | 7 | 0.00% | 0.16% | 0.50% | Q3 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.10% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 19 | 1 | 0.02% | 0.13% | 0.18% | Q3 2014 | Q3 2019 | 20 |
TDAM USA INC. | 16 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.18% | 0.24% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Field & Main Bank | 12 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
HANCOCK WHITNEY CORP | 12 | 1 | 0.01% | 0.16% | 0.74% | Q2 2013 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q3 2023 | 20 |
Hudock, Inc. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Wealthfront Advisers LLC | 14 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2020 | 19 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.37% | 1.05% | Q2 2013 | Q3 2022 | 19 |
WASATCH ADVISORS LP | 19 | 19 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 1 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 19 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.07% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.54% | 1.41% | 2.27% | Q4 2015 | Q2 2020 | 19 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.03% | 0.20% | Q2 2014 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.05% | 0.13% | 0.18% | Q2 2019 | Q4 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2022 | 19 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 19 |
NATIXIS ADVISORS, L.P. | 16 | 3 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.04% | 0.16% | 0.41% | Q1 2019 | Q3 2023 | 19 |
PUTNAM INVESTMENTS LLC | 16 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2018 | 19 |
Bremer Bank National Association | 19 | 19 | 0.10% | 0.32% | 0.58% | Q1 2019 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.08% | 0.33% | Q3 2013 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.01% | 0.11% | 0.48% | Q2 2014 | Q1 2023 | 19 |
Bedel Financial Consulting, Inc. | 17 | 2 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q2 2023 | 19 |
PITTENGER & ANDERSON INC | 10 | 9 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 19 |
ALERUS FINANCIAL NA | 7 | 5 | 0.04% | 0.05% | 0.08% | Q2 2016 | Q1 2022 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.13% | 0.35% | Q4 2014 | Q3 2023 | 19 |
ZACKS INVESTMENT MANAGEMENT | 10 | 4 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 19 |
Edgestream Partners, L.P. | 13 | 6 | 0.02% | 0.29% | 1.55% | Q4 2018 | Q3 2023 | 19 |
Wesleyan Assurance Society | 19 | 19 | 1.68% | 2.29% | 3.16% | Q1 2019 | Q3 2023 | 19 |
Symmetry Partners, LLC | 15 | 3 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q4 2023 | 18 |
FUKOKU MUTUAL LIFE INSURANCE Co | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Independence Bank of Kentucky | 10 | 8 | 0.00% | 0.06% | 0.42% | Q4 2017 | Q3 2023 | 18 |
Manning & Napier Group, LLC | 18 | 18 | 0.00% | 0.05% | 0.13% | Q4 2017 | Q1 2022 | 18 |
BANQUE PICTET & CIE SA | 14 | 2 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 18 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
BARINGS LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 18 |
ADIRONDACK TRUST CO | 15 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 18 |
GREENLEAF TRUST | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 18 |
BP PLC | 7 | 1 | 0.02% | 0.08% | 0.36% | Q2 2014 | Q2 2021 | 18 |
Centerpoint Advisors, LLC | 10 | 8 | 0.05% | 0.11% | 0.19% | Q1 2018 | Q3 2023 | 18 |
Horizon Investments, LLC | 18 | 18 | 0.01% | 0.12% | 1.66% | Q2 2019 | Q3 2023 | 18 |
Avior Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 18 |
Fiera Capital Corp | 9 | 2 | 0.00% | 0.22% | 0.89% | Q4 2013 | Q4 2019 | 18 |
Point72 Hong Kong Ltd | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q1 2022 | 18 |
OLD NATIONAL BANCORP /IN/ | 10 | 1 | 0.00% | 0.07% | 0.13% | Q1 2015 | Q3 2023 | 18 |
Marble Harbor Investment Counsel, LLC | 18 | 18 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q4 2021 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Jupiter Investment Management Ltd | 10 | 1 | 0.00% | 0.51% | 2.26% | Q4 2013 | Q1 2020 | 18 |
LOOMIS SAYLES & CO L P | 9 | 2 | 0.00% | 0.04% | 0.17% | Q1 2014 | Q3 2023 | 18 |
BOSTON FINANCIAL MANGEMENT LLC | 18 | 18 | 0.02% | 0.25% | 0.53% | Q2 2013 | Q3 2017 | 18 |
CAMBRIDGE TRUST CO | 16 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 18 |
Capital Analysts, LLC | 15 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 17 | 1 | 0.02% | 0.39% | 0.78% | Q3 2013 | Q4 2018 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.03% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 18 | 0.09% | 0.19% | 0.54% | Q4 2016 | Q1 2021 | 18 |
SEEYOND | 17 | 17 | 0.08% | 0.17% | 0.39% | Q4 2018 | Q4 2022 | 17 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 5 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 17 |
FINANCIAL COUNSELORS INC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
NATIXIS | 9 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2023 | 17 |
Merriman Wealth Management, LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Clearstead Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.08% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Fiduciary Group LLC | 10 | 7 | 0.05% | 0.11% | 0.24% | Q2 2015 | Q3 2023 | 17 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 15 | 2 | 0.00% | 0.34% | 0.74% | Q3 2013 | Q1 2019 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Baystate Wealth Management LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.11% | 0.59% | Q4 2015 | Q3 2023 | 17 |
Covenant Partners, LLC | 14 | 1 | 0.23% | 0.30% | 0.38% | Q1 2019 | Q3 2023 | 17 |
Somerset Trust Co | 17 | 17 | 0.31% | 0.39% | 0.45% | Q4 2013 | Q4 2017 | 17 |
KCM INVESTMENT ADVISORS LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2019 | 17 |
MADISON INVESTMENT HOLDINGS INC | 17 | 17 | 0.06% | 0.24% | 0.70% | Q2 2013 | Q2 2017 | 17 |
Suncoast Equity Management | 10 | 7 | 1.66% | 2.79% | 4.32% | Q2 2013 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.07% | 0.26% | Q1 2018 | Q1 2022 | 17 |
Pinnacle Wealth Planning Services, Inc. | 14 | 1 | 0.06% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2017 | 17 |
NewFocus Financial Group, LLC | 17 | 17 | 0.81% | 1.38% | 2.07% | Q4 2016 | Q4 2020 | 17 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.20% | 0.24% | 0.26% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2017 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.02% | 0.14% | Q4 2019 | Q4 2023 | 17 |
Fiduciary Trust Co International of Pennsylvania | 10 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2020 | 17 |
Patriot Financial Group Insurance Agency, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2020 | 17 |
AustralianSuper Pty Ltd | 10 | 2 | 0.03% | 0.18% | 0.48% | Q4 2018 | Q3 2023 | 17 |
EASTERN BANK | 11 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.69% | 0.92% | 1.50% | Q4 2017 | Q1 2022 | 17 |
Venturi Wealth Management, LLC | 12 | 5 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Interval Partners, LP | 5 | 1 | 0.07% | 0.70% | 2.71% | Q1 2014 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 16 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q2 2019 | 16 |
STOCK YARDS BANK & TRUST CO | 12 | 2 | 0.01% | 0.45% | 1.16% | Q2 2013 | Q2 2023 | 16 |
CIM, LLC | 16 | 16 | 0.17% | 0.23% | 0.35% | Q2 2013 | Q1 2017 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2018 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.07% | 0.25% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.27% | 0.43% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 4.57% | 5.58% | 7.11% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Hedeker Wealth, LLC | 16 | 16 | 0.02% | 0.36% | 0.48% | Q2 2015 | Q1 2019 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 1.31% | 1.79% | 2.78% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.20% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.15% | 1.36% | 1.75% | Q4 2019 | Q3 2023 | 16 |
DEARBORN PARTNERS LLC | 16 | 16 | 0.62% | 0.72% | 0.81% | Q2 2013 | Q1 2017 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q1 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.01% | 0.02% | 0.09% | Q1 2014 | Q4 2017 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.03% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Ilmarinen Mutual Pension Insurance Co | 13 | 3 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 9 | 1 | 0.06% | 0.13% | 0.34% | Q4 2016 | Q3 2023 | 16 |
Alexandria Capital, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.02% | 0.37% | 1.72% | Q2 2014 | Q4 2022 | 16 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q1 2021 | 16 |
Boston Common Asset Management, LLC | 16 | 16 | 0.19% | 0.32% | 0.89% | Q2 2013 | Q1 2017 | 16 |
LORD, ABBETT & CO. LLC | 9 | 1 | 0.02% | 0.16% | 0.50% | Q2 2013 | Q4 2022 | 16 |
ROBERTS GLORE & CO INC /IL/ | 16 | 16 | 0.11% | 0.13% | 0.14% | Q4 2019 | Q3 2023 | 16 |
American Research & Management Co. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 16 |
Allworth Financial LP | 9 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 16 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.19% | 1.16% | Q1 2016 | Q4 2022 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.20% | 0.35% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 16 |
BRISTOL JOHN W & CO INC /NY/ | 16 | 16 | 1.87% | 2.21% | 3.18% | Q2 2013 | Q1 2017 | 16 |
Acropolis Investment Management, LLC | 16 | 16 | 0.02% | 0.08% | 0.17% | Q1 2016 | Q4 2019 | 16 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 16 |
AMERICAN NATIONAL BANK | 16 | 16 | 0.00% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 16 |
MV CAPITAL MANAGEMENT, INC. | 9 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 16 |
CARLSON CAPITAL L P | 5 | 1 | 0.01% | 0.47% | 0.90% | Q3 2017 | Q2 2023 | 16 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 16 | 16 | 0.08% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 16 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.01% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 16 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.10% | 0.18% | 0.26% | Q3 2013 | Q1 2017 | 15 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.20% | 0.76% | Q3 2013 | Q1 2023 | 15 |
ROCKEFELLER FINANCIAL SERVICES INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.06% | 0.08% | 0.16% | Q2 2013 | Q4 2016 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.01% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.02% | 0.12% | 0.26% | Q1 2019 | Q3 2022 | 15 |
Qube Research & Technologies Ltd | 6 | 3 | 0.01% | 0.13% | 0.25% | Q3 2018 | Q3 2023 | 15 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 15 | 15 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q4 2017 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.14% | 0.30% | Q1 2017 | Q3 2020 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Sepio Capital, LP | 13 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q2 2023 | 15 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.06% | 0.19% | Q2 2014 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
VALLEY NATIONAL ADVISERS INC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.06% | 0.09% | Q3 2011 | Q3 2015 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 15 |
Mariner, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 15 |
AGF Investments LLC | 12 | 3 | 0.00% | 0.18% | 0.59% | Q4 2016 | Q2 2022 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 15 |
COLONY GROUP LLC | 7 | 1 | 0.00% | 0.11% | 0.29% | Q4 2013 | Q3 2023 | 15 |
Ally Financial Inc. | 13 | 2 | 0.17% | 0.32% | 0.47% | Q4 2013 | Q3 2017 | 15 |
Sheaff Brock Investment Advisors, LLC | 12 | 1 | 0.02% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 15 |
ADVISORY RESEARCH INC | 11 | 1 | 0.00% | 0.13% | 0.31% | Q1 2014 | Q4 2020 | 15 |
MISSION WEALTH MANAGEMENT, LP | 14 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 15 |
FRANKLIN STREET ADVISORS INC /NC | 15 | 15 | 0.11% | 0.88% | 1.47% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Haverford Financial Services, Inc. | 15 | 15 | 2.24% | 2.87% | 3.88% | Q1 2014 | Q3 2017 | 15 |
WASHINGTON TRUST BANK | 11 | 2 | 0.00% | 0.45% | 1.09% | Q2 2013 | Q3 2017 | 15 |
WEDGEWOOD INVESTORS INC /PA/ | 13 | 1 | 0.30% | 0.41% | 0.63% | Q3 2018 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.05% | 0.07% | 0.16% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q2 2022 | 15 |
First Financial Bank - Trust Division | 15 | 15 | 0.05% | 0.11% | 0.22% | Q1 2013 | Q3 2016 | 15 |
FRED ALGER MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 15 |
DEAN INVESTMENT ASSOCIATES, LLC | 15 | 15 | 0.08% | 0.13% | 0.26% | Q2 2014 | Q4 2017 | 15 |
Copeland Capital Management, LLC | 15 | 15 | 0.02% | 1.06% | 2.20% | Q2 2013 | Q4 2016 | 15 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
COHEN & STEERS, INC. | 14 | 14 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
ALLSTATE CORP | 11 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2016 | 14 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 14 |
Echo Street Capital Management LLC | 9 | 1 | 0.00% | 0.12% | 0.72% | Q4 2013 | Q3 2023 | 14 |
Veracity Capital LLC | 13 | 1 | 0.17% | 0.67% | 1.08% | Q4 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q1 2022 | 14 |
Sound Financial Strategies Group, LLC | 10 | 4 | 0.29% | 0.60% | 0.91% | Q4 2019 | Q3 2023 | 14 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 14 |
VALLEY WEALTH MANAGERS, INC. | 14 | 14 | 1.51% | 1.81% | 2.08% | Q2 2013 | Q3 2016 | 14 |
QUEST INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.36% | 1.23% | 2.10% | Q2 2013 | Q4 2019 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 2 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q2 2023 | 14 |
Redwood Investments, LLC | 11 | 3 | 0.00% | 0.27% | 0.83% | Q2 2013 | Q3 2018 | 14 |
BLB&B Advisors, LLC | 9 | 5 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2019 | 14 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
UMB Bank, n.a. | 8 | 6 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2020 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Virtue Capital Management, LLC | 8 | 2 | 0.06% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 14 |
Gabalex Capital Management LLC | 14 | 14 | 5.81% | 11.47% | 15.32% | Q4 2013 | Q1 2017 | 14 |
Summit Global Investments | 12 | 2 | 0.03% | 0.29% | 0.49% | Q4 2018 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Boltwood Capital Management | 10 | 4 | 0.09% | 0.36% | 0.75% | Q2 2017 | Q4 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q1 2019 | 14 |
HAP Trading, LLC | 3 | 1 | 0.01% | 0.33% | 1.64% | Q1 2016 | Q4 2022 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 14 |
FULTON BANK, N.A. | 13 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.16% | 0.48% | Q2 2013 | Q3 2016 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.18% | Q1 2015 | Q1 2019 | 14 |
HARRIS ASSOCIATES L P | 11 | 3 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q3 2017 | 14 |
Keystone Financial Planning, Inc. | 14 | 14 | 0.15% | 0.65% | 3.23% | Q3 2017 | Q4 2020 | 14 |
Pinkerton Retirement Specialists, LLC | 14 | 14 | 0.01% | 0.40% | 1.52% | Q2 2015 | Q3 2018 | 14 |
InterOcean Capital, LLC | 14 | 14 | 0.08% | 0.43% | 1.53% | Q1 2017 | Q2 2020 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 14 |
LINCOLN NATIONAL CORP | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 14 |
Wealthspire Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 13 |
CIDEL ASSET MANAGEMENT INC | 11 | 2 | 0.01% | 0.08% | 0.19% | Q4 2014 | Q1 2018 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.25% | 0.38% | 0.56% | Q3 2020 | Q3 2023 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.07% | 0.11% | 0.15% | Q2 2017 | Q2 2020 | 13 |
Alecta Tjanstepension Omsesidigt | 13 | 13 | 0.21% | 1.27% | 2.99% | Q4 2014 | Q4 2017 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.77% | 1.05% | 1.28% | Q4 2015 | Q4 2018 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.07% | 0.17% | Q2 2016 | Q2 2019 | 13 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.08% | 0.15% | 0.28% | Q4 2014 | Q2 2020 | 13 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
COUNTRY TRUST BANK | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.21% | 0.62% | Q2 2013 | Q3 2023 | 13 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 4 | 0.02% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 1 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Dana Investment Advisors, Inc. | 13 | 13 | 0.36% | 0.54% | 0.69% | Q2 2020 | Q2 2023 | 13 |
Busey Bank | 9 | 4 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 13 |
PENSIOENFONDS RAIL & OV | 13 | 13 | 1.83% | 2.81% | 3.30% | Q3 2014 | Q3 2017 | 13 |
RICE HALL JAMES & ASSOCIATES, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2017 | 13 |
Sonora Investment Management, LLC | 9 | 4 | 0.00% | 0.10% | 0.47% | Q3 2016 | Q3 2021 | 13 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 9 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 13 |
Penobscot Investment Management Company, Inc. | 13 | 13 | 0.08% | 0.11% | 0.14% | Q3 2013 | Q3 2016 | 13 |
Quantinno Capital Management LP | 8 | 1 | 0.07% | 0.17% | 0.34% | Q4 2018 | Q3 2023 | 13 |
Outlook Wealth Advisors, LLC | 13 | 13 | 0.15% | 0.24% | 0.39% | Q2 2020 | Q2 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 13 |
Bay Harbor Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.06% | 0.14% | 0.23% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 4 | 0.00% | 1.53% | 2.38% | Q2 2013 | Q3 2021 | 13 |
Kathmere Capital Management, LLC | 8 | 1 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 1.87% | 2.13% | 2.43% | Q3 2020 | Q3 2023 | 13 |
Winch Advisory Services, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.04% | 0.12% | 0.18% | Q2 2020 | Q2 2023 | 13 |
EP Wealth Advisors, LLC | 6 | 3 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 13 |
Cypress Capital Group | 6 | 1 | 0.05% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 13 |
CHICAGO EQUITY PARTNERS LLC | 10 | 1 | 0.01% | 0.33% | 0.67% | Q2 2013 | Q1 2020 | 13 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 12 | 1 | 0.08% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 7 | 6 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q2 2017 | 13 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2020 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2018 | 13 |
PATRON PARTNERS, LLC | 12 | 12 | 0.49% | 0.68% | 0.95% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.06% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.07% | 0.33% | 0.74% | Q2 2013 | Q1 2023 | 12 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.09% | 0.53% | 1.73% | Q2 2016 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Castellan Group | 12 | 12 | 0.69% | 1.22% | 1.66% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.10% | 0.58% | Q1 2019 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.24% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Teza Capital Management LLC | 3 | 1 | 0.02% | 0.10% | 0.20% | Q1 2017 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 10 | 2 | 0.03% | 0.06% | 0.08% | Q2 2014 | Q2 2023 | 12 |
V Wealth Advisors LLC | 11 | 1 | 0.01% | 0.07% | 0.15% | Q2 2017 | Q2 2023 | 12 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.16% | Q1 2016 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.17% | 0.28% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Cable Hill Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 12 |
Snowden Capital Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 5 | 0.09% | 1.17% | 3.00% | Q2 2013 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.09% | 0.24% | Q4 2016 | Q3 2019 | 12 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 12 |
Raub Brock Capital Management LP | 12 | 12 | 3.38% | 3.93% | 4.40% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.04% | 0.13% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.11% | 0.31% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.13% | 0.36% | Q4 2016 | Q3 2019 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.24% | 0.41% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Avestar Capital, LLC | 7 | 2 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Vest Financial, LLC | 12 | 12 | 1.12% | 1.53% | 1.77% | Q4 2020 | Q3 2023 | 12 |
GENERATION INVESTMENT MANAGEMENT LLP | 12 | 12 | 1.27% | 2.62% | 4.63% | Q2 2013 | Q1 2016 | 12 |
Quantamental Technologies LLC | 4 | 1 | 0.06% | 0.48% | 0.94% | Q4 2018 | Q3 2023 | 12 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 12 | 12 | 0.95% | 2.28% | 2.95% | Q2 2013 | Q1 2016 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.08% | 0.47% | 0.86% | Q1 2018 | Q4 2020 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
SPEECE THORSON CAPITAL GROUP INC | 12 | 12 | 1.03% | 1.73% | 2.12% | Q3 2014 | Q2 2017 | 12 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2022 | 12 |
Wealth Alliance | 12 | 12 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Indie Asset Partners, LLC | 12 | 12 | 0.22% | 0.36% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 5 | 1 | 0.01% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.11% | 0.25% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q1 2016 | 12 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 0.27% | 0.70% | Q2 2015 | Q3 2022 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.09% | 0.94% | 1.29% | Q1 2014 | Q4 2016 | 12 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CARDEROCK CAPITAL MANAGEMENT INC | 11 | 11 | 0.65% | 2.28% | 4.14% | Q2 2013 | Q4 2015 | 11 |
COMPASS CAPITAL MANAGEMENT, INC | 9 | 1 | 0.03% | 3.09% | 3.94% | Q1 2015 | Q3 2018 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 11 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q1 2023 | 11 |
KDI CAPITAL PARTNERS LLC | 9 | 2 | 1.08% | 3.42% | 5.48% | Q2 2013 | Q1 2017 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.41% | 0.52% | 0.64% | Q1 2013 | Q3 2015 | 11 |
APPLETON PARTNERS INC/MA | 11 | 11 | 0.06% | 0.19% | 0.36% | Q2 2013 | Q4 2015 | 11 |
OAKBROOK INVESTMENTS LLC | 11 | 11 | 0.25% | 1.13% | 1.42% | Q3 2014 | Q1 2017 | 11 |
GW HENSSLER & ASSOCIATES LTD | 11 | 11 | 0.24% | 0.53% | 0.88% | Q2 2013 | Q4 2015 | 11 |
FIRST FOUNDATION ADVISORS | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Zurich Insurance Group Ltd/FI | 8 | 1 | 0.02% | 0.09% | 0.17% | Q4 2015 | Q2 2023 | 11 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.14% | 0.35% | Q3 2020 | Q3 2023 | 11 |
FIRST UNITED BANK & TRUST | 11 | 11 | 0.27% | 0.69% | 1.06% | Q2 2013 | Q4 2015 | 11 |
JUPITER ASSET MANAGEMENT LTD | 11 | 11 | 0.03% | 0.36% | 0.55% | Q1 2021 | Q3 2023 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q1 2020 | 11 |
CANTILLON CAPITAL MANAGEMENT LLC | 11 | 11 | 1.89% | 4.69% | 7.22% | Q3 2013 | Q1 2016 | 11 |
Kovitz Investment Group, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Weil Company, Inc. | 11 | 11 | 0.56% | 0.71% | 0.86% | Q1 2021 | Q3 2023 | 11 |
Independent Portfolio Consultants, Inc. | 11 | 11 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q1 2017 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.17% | 0.30% | 0.48% | Q4 2020 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 11 |
Bath Savings Trust Co | 10 | 1 | 0.03% | 0.74% | 1.13% | Q2 2013 | Q3 2023 | 11 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q1 2022 | 11 |
Capital World Investors | 11 | 11 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2015 | 11 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 11 |
Grace Capital | 11 | 11 | 0.27% | 1.31% | 1.72% | Q2 2013 | Q4 2015 | 11 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.44% | 1.50% | Q1 2016 | Q1 2022 | 11 |
South Dakota Investment Council | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
Nebula Capital Management, LP | 11 | 11 | 3.03% | 4.21% | 5.17% | Q2 2013 | Q4 2015 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 11 |
Five Oceans Asset Management LTD | 6 | 5 | 0.21% | 1.06% | 2.22% | Q2 2011 | Q2 2014 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.08% | 0.13% | 0.19% | Q4 2017 | Q2 2020 | 11 |
Oakworth Capital, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 11 |
AHL Partners LLP | 9 | 2 | 0.02% | 0.10% | 0.21% | Q1 2015 | Q4 2017 | 11 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 8 | 1 | 0.01% | 0.04% | 0.20% | Q2 2017 | Q3 2023 | 11 |
Caprock Group, LLC | 9 | 2 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 11 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 10 | 1 | 0.04% | 0.08% | 0.09% | Q2 2019 | Q2 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.21% | 0.40% | 0.53% | Q1 2020 | Q3 2022 | 11 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.00% | 0.47% | 1.50% | Q1 2018 | Q3 2023 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 11 |
Clarius Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.12% | 0.54% | Q1 2018 | Q4 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q2 2019 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.49% | 0.57% | 0.70% | Q1 2018 | Q3 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q2 2020 | 11 |
Monument Capital Management | 11 | 11 | 0.86% | 1.08% | 1.40% | Q1 2021 | Q3 2023 | 11 |
F3Logic, LLC | 6 | 5 | 0.04% | 0.34% | 0.61% | Q4 2018 | Q1 2022 | 11 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.08% | 0.28% | Q2 2019 | Q4 2022 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MinichMacGregor Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Unigestion Holding SA | 6 | 5 | 0.01% | 0.10% | 0.20% | Q3 2018 | Q2 2021 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.05% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.18% | 0.28% | 0.35% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.03% | 0.19% | Q4 2022 | Q3 2023 | 11 |
OppenheimerFunds, Inc. | 6 | 2 | 0.00% | 0.04% | 0.16% | Q1 2013 | Q1 2019 | 11 |
BAILARD, INC. | 10 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 11 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.20% | 0.58% | Q2 2013 | Q3 2023 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.01% | 0.77% | 1.61% | Q2 2013 | Q4 2015 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 9 | 2 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q2 2017 | 11 |
NIPPON LIFE INSURANCE CO | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2017 | 11 |
EULAV Asset Management | 10 | 10 | 0.06% | 0.48% | 0.63% | Q2 2013 | Q3 2015 | 10 |
FIRST MERCANTILE TRUST CO | 9 | 1 | 0.02% | 0.10% | 0.15% | Q1 2014 | Q4 2019 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 10 |
Polen Capital Management | 10 | 10 | 0.01% | 3.13% | 4.32% | Q2 2013 | Q3 2015 | 10 |
Clarus Wealth Advisors | 10 | 10 | 0.24% | 0.38% | 0.56% | Q4 2017 | Q1 2020 | 10 |
NORTHSTAR ASSET MANAGEMENT INC | 10 | 10 | 0.11% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 7 | 3 | 0.08% | 0.56% | 1.44% | Q4 2013 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.16% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.29% | 0.39% | 0.54% | Q3 2021 | Q4 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Daiwa SB Investments Ltd. | 10 | 10 | 0.03% | 0.24% | 0.49% | Q2 2013 | Q3 2015 | 10 |
First Pacific Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Bogart Wealth, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 10 | 0.52% | 0.75% | 0.86% | Q3 2021 | Q4 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2022 | 10 |
NICOLET ADVISORY SERVICES, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Mendel Money Management | 5 | 1 | 0.10% | 1.25% | 3.12% | Q3 2014 | Q3 2023 | 10 |
Nelson Capital Management, LLC | 10 | 10 | 0.00% | 1.34% | 2.89% | Q1 2014 | Q2 2016 | 10 |
FLOSSBACH VON STORCH AG | 6 | 4 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 6 | 4 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
WEALTHFRONT Corp | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 10 |
FORT, L.P. | 8 | 2 | 0.07% | 0.26% | 0.65% | Q3 2020 | Q1 2023 | 10 |
Investors Capital Advisory Services | 9 | 1 | 0.04% | 0.28% | 0.52% | Q2 2013 | Q1 2016 | 10 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.10% | 0.40% | Q1 2017 | Q3 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
BT Wealth Management LLC | 8 | 1 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q2 2022 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.04% | 0.11% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Alpha DNA Investment Management LLC | 8 | 1 | 0.01% | 0.59% | 1.17% | Q4 2020 | Q3 2023 | 10 |
DUALITY ADVISERS, LP | 6 | 1 | 0.02% | 0.17% | 0.59% | Q4 2018 | Q3 2022 | 10 |
DE BURLO GROUP INC | 6 | 1 | 0.76% | 1.72% | 2.69% | Q2 2013 | Q3 2023 | 10 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q1 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 10 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 7 | 3 | 0.09% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 10 |
HighPoint Advisor Group LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2022 | 10 |
Insight Folios Inc | 10 | 10 | 0.14% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q4 2016 | 10 |
Checchi Capital Advisers, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Psagot Value Holdings Ltd. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
First Bank & Trust | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.14% | 0.38% | Q3 2014 | Q4 2019 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.31% | 0.35% | 0.39% | Q4 2019 | Q1 2022 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 1 | 0.01% | 0.24% | 0.50% | Q1 2020 | Q3 2023 | 10 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q4 2022 | 10 |
Altshuler Shaham Ltd | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 10 |
BRYN MAWR TRUST Co | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2015 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q2 2023 | 9 |
MONTAG & CALDWELL, LLC | 9 | 9 | 0.00% | 0.88% | 2.04% | Q2 2013 | Q2 2015 | 9 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.04% | 0.87% | 1.77% | Q4 2014 | Q3 2018 | 9 |
Robeco Schweiz AG | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Newfound Research LLC | 8 | 1 | 0.00% | 0.15% | 0.22% | Q1 2018 | Q3 2022 | 9 |
SkyView Investment Advisors, LLC | 7 | 2 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q2 2023 | 9 |
Advisors Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 4 | 2 | 0.02% | 0.09% | 0.26% | Q1 2019 | Q3 2023 | 9 |
SHUFRO ROSE & CO LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 9 |
SCHWARTZ INVESTMENT COUNSEL INC | 9 | 9 | 1.18% | 2.24% | 2.94% | Q1 2015 | Q1 2017 | 9 |
MATHER GROUP, LLC. | 5 | 4 | 0.00% | 0.07% | 0.21% | Q1 2018 | Q3 2023 | 9 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q1 2021 | 9 |
Qtron Investments LLC | 7 | 1 | 0.07% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 9 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q2 2020 | 9 |
Brendel Financial Advisors LLC | 5 | 1 | 0.16% | 0.52% | 2.44% | Q2 2020 | Q1 2023 | 9 |
GENESEE VALLEY TRUST CO | 9 | 9 | 0.22% | 0.42% | 0.53% | Q2 2013 | Q2 2015 | 9 |
AGF INVESTMENTS INC. | 9 | 9 | 0.48% | 0.68% | 1.10% | Q3 2020 | Q3 2022 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 4 | 0.24% | 0.37% | 0.52% | Q1 2018 | Q3 2023 | 9 |
NEW AMSTERDAM PARTNERS LLC/NY | 9 | 9 | 0.06% | 0.26% | 0.83% | Q2 2013 | Q2 2015 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.24% | 0.27% | 0.45% | Q4 2020 | Q1 2023 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2016 | 9 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.21% | 0.54% | Q4 2019 | Q3 2023 | 9 |
ROCKLAND TRUST CO | 8 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 9 |
Balentine LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Baader Bank Aktiengesellschaft | 6 | 6 | 0.02% | 0.27% | 0.63% | Q2 2022 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.01% | 0.14% | 0.22% | Q3 2014 | Q3 2016 | 9 |
Cornerstone Investment Partners, LLC | 9 | 9 | 1.96% | 2.67% | 3.40% | Q1 2014 | Q1 2016 | 9 |
Sageworth Trust Co | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
RIVER GLOBAL INVESTORS LLP | 9 | 9 | 0.05% | 0.10% | 0.16% | Q2 2020 | Q2 2022 | 9 |
WESTPORT ADVISERS LLC | 9 | 9 | 0.13% | 1.46% | 1.82% | Q2 2013 | Q2 2015 | 9 |
Menard Financial Group LLC | 8 | 1 | 0.38% | 0.50% | 0.72% | Q4 2019 | Q1 2022 | 9 |
Brookstone Capital Management | 5 | 4 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.36% | 1.05% | Q2 2019 | Q1 2023 | 9 |
GODSEY & GIBB, INC | 9 | 9 | 1.29% | 1.74% | 2.08% | Q2 2013 | Q2 2015 | 9 |
Catalyst Capital Advisors LLC | 7 | 2 | 0.03% | 0.30% | 0.66% | Q3 2017 | Q3 2023 | 9 |
Pine River Capital Management L.P. | 6 | 1 | 0.01% | 0.03% | 0.14% | Q2 2014 | Q2 2017 | 9 |
Brown Advisory Securities, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2018 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.08% | 0.14% | 0.18% | Q1 2014 | Q1 2016 | 9 |
Ironwood Investment Counsel, LLC | 5 | 1 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 9 |
Mondrian Investment Partners LTD | 9 | 9 | 0.74% | 1.03% | 1.24% | Q1 2015 | Q1 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2015 | 9 |
CAPITAL GUARDIAN TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
Euclid Advisors LLC | 6 | 1 | 0.02% | 0.13% | 0.39% | Q2 2013 | Q2 2016 | 9 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 9 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 6 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.24% | 0.32% | 0.41% | Q4 2021 | Q3 2023 | 8 |
New England Research & Management, Inc. | 4 | 1 | 0.22% | 0.31% | 0.47% | Q1 2014 | Q4 2022 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.26% | 0.34% | 0.43% | Q2 2013 | Q1 2015 | 8 |
EVERETT HARRIS & CO /CA/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2015 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 8 | 8 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q1 2015 | 8 |
Richard C. Young & CO., LTD. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2015 | Q3 2017 | 8 |
Parametric Risk Advisors LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q3 2014 | Q2 2016 | 8 |
State of Wyoming | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
HNP Capital LLC | 8 | 8 | 0.20% | 0.27% | 0.35% | Q2 2021 | Q1 2023 | 8 |
COOKE & BIELER LP | 8 | 8 | 0.16% | 1.05% | 1.53% | Q2 2015 | Q1 2017 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.52% | 0.81% | 1.03% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.07% | 0.19% | 0.29% | Q1 2013 | Q4 2014 | 8 |
Wahed Invest LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.04% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 8 | 8 | 0.37% | 0.42% | 0.46% | Q2 2012 | Q1 2014 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.03% | 0.26% | 0.42% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.25% | 0.68% | 1.06% | Q1 2015 | Q4 2016 | 8 |
Capital Impact Advisors, LLC | 8 | 8 | 0.25% | 0.34% | 0.42% | Q1 2015 | Q4 2016 | 8 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q2 2022 | 8 |
HITE Hedge Asset Management LLC | 8 | 8 | 0.05% | 0.16% | 0.28% | Q2 2020 | Q1 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 3 | 1.81% | 2.77% | 3.52% | Q2 2017 | Q3 2020 | 8 |
Telos Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.10% | 0.42% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 4 | 1 | 0.06% | 0.34% | 0.80% | Q1 2016 | Q3 2022 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Peregrine Asset Advisers, Inc. | 5 | 3 | 0.11% | 0.91% | 3.97% | Q3 2017 | Q4 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
BRAVE ASSET MANAGEMENT INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q1 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q3 2016 | 8 |
TIAA CREF TRUST CO FSB/MO | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.08% | 0.24% | 0.40% | Q4 2019 | Q3 2021 | 8 |
Sciencast Management LP | 4 | 1 | 0.14% | 0.34% | 0.56% | Q1 2017 | Q1 2022 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.61% | 0.74% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.13% | 0.32% | 0.68% | Q4 2013 | Q2 2023 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 1 | 0.61% | 0.75% | 0.93% | Q2 2014 | Q4 2022 | 8 |
Champlain Investment Partners, LLC | 8 | 8 | 0.50% | 1.06% | 1.32% | Q3 2015 | Q2 2017 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q4 2020 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.21% | 0.45% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Gladius Capital Management LP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.04% | 0.18% | Q3 2015 | Q2 2023 | 8 |
CHASE INVESTMENT COUNSEL CORP | 6 | 2 | 1.52% | 2.21% | 3.08% | Q3 2020 | Q2 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Flat Footed LLC | 8 | 8 | 1.00% | 8.98% | 15.88% | Q4 2021 | Q3 2023 | 8 |
SPRING CAPITAL MANAGEMENT, LLC | 8 | 8 | 3.37% | 4.16% | 5.21% | Q4 2021 | Q3 2023 | 8 |
Corient Capital Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Blueprint Investment Partners LLC | 8 | 8 | 0.08% | 0.15% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.33% | 0.45% | 0.65% | Q4 2021 | Q3 2023 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 8 |
Graypoint LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Numeric Investors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 8 |
TCW GROUP INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 8 |
Amici Capital, LLC | 6 | 6 | 0.48% | 2.07% | 4.25% | Q3 2015 | Q4 2016 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DAVIDSON INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Findlay Park Partners LLP | 7 | 1 | 0.67% | 0.93% | 1.20% | Q2 2013 | Q1 2023 | 8 |
Arjuna Capital | 6 | 2 | 0.32% | 1.08% | 1.57% | Q3 2018 | Q3 2023 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.13% | 0.29% | 0.54% | Q2 2016 | Q1 2018 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.15% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stack Financial Management, Inc | 8 | 8 | 2.18% | 2.40% | 2.65% | Q2 2015 | Q1 2017 | 8 |
Pearl River Capital, LLC | 6 | 1 | 0.10% | 0.38% | 0.91% | Q4 2018 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 0.73% | 0.91% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Baker Avenue Asset Management, LP | 6 | 2 | 0.00% | 0.18% | 0.68% | Q2 2013 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q1 2015 | 8 |
Siemens Fonds Invest GmbH | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HOWARD HUGHES MEDICAL INSTITUTE | 8 | 8 | 0.72% | 1.11% | 1.87% | Q2 2013 | Q1 2015 | 8 |
Assured Investment Management LLC | 6 | 2 | 0.01% | 0.05% | 0.06% | Q1 2017 | Q1 2019 | 8 |
Epoch Investment Partners, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 8 |
Bridgefront Capital, LLC | 3 | 2 | 0.07% | 0.86% | 2.11% | Q4 2020 | Q1 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DDD Partners, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.01% | 0.24% | 0.57% | Q4 2013 | Q2 2015 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
GAM SYSTEMATIC LLP | 5 | 1 | 0.02% | 0.14% | 0.25% | Q3 2015 | Q3 2017 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.11% | 0.37% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Ziegler Capital Management, LLC | 5 | 2 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q4 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Simmons Bank | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 7 |
COMERICA SECURITIES INC | 6 | 1 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q4 2018 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 7 |
Hefty Wealth Partners | 7 | 7 | 0.03% | 0.08% | 0.35% | Q3 2016 | Q1 2018 | 7 |
Cognios Capital, LLC | 6 | 1 | 0.07% | 0.44% | 1.85% | Q3 2015 | Q3 2017 | 7 |
Aaron Wealth Advisors LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 7 |
Jump Financial, LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 7 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Knowledge Leaders Capital, LLC | 5 | 1 | 0.65% | 1.03% | 1.39% | Q4 2020 | Q3 2023 | 7 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.02% | 0.33% | 0.62% | Q4 2015 | Q3 2018 | 7 |
Ariel Investments | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BALASA DINVERNO & FOLTZ LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
Graham Capital Management, L.P. | 7 | 7 | 0.01% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
COBIZ WEALTH, LLC | 7 | 7 | 1.23% | 1.37% | 1.55% | Q2 2013 | Q4 2014 | 7 |
STRATTON MANAGEMENT CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.13% | 0.53% | 0.95% | Q2 2016 | Q1 2019 | 7 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2019 | 7 |
Eagle Ridge Investment Management | 7 | 7 | 0.99% | 1.06% | 1.12% | Q3 2015 | Q1 2017 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Machina Capital S.A.S. | 3 | 1 | 0.13% | 0.35% | 0.60% | Q4 2018 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q4 2014 | 7 |
Baillie Gifford | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
River Road Asset Management, LLC | 4 | 3 | 0.06% | 0.41% | 1.02% | Q3 2014 | Q2 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2016 | 7 |
SHELTON CAPITAL MANAGEMENT | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q2 2023 | 7 |
AMF Tjanstepension AB | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 7 |
Opus Capital Group, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 7 |
GUARDIAN CAPITAL LP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fernwood Investment Management, LLC | 7 | 7 | 0.21% | 0.35% | 0.42% | Q3 2015 | Q1 2017 | 7 |
US Asset Management LLC | 4 | 3 | 0.28% | 0.40% | 0.58% | Q3 2021 | Q2 2023 | 7 |
Skylands Capital, LLC | 7 | 7 | 0.03% | 0.25% | 0.51% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Granite Investment Advisors, LLC | 7 | 7 | 0.90% | 1.01% | 1.08% | Q1 2020 | Q3 2021 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.26% | 0.34% | 0.42% | Q2 2020 | Q4 2021 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.21% | 0.30% | 0.38% | Q1 2022 | Q3 2023 | 7 |
SCHARF INVESTMENTS, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
WALL STREET ASSOCIATES | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
High Net Worth Advisory Group LLC | 7 | 7 | 0.14% | 0.23% | 0.59% | Q2 2022 | Q4 2023 | 7 |
AIA Group Ltd | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 4 | 3 | 0.09% | 0.27% | 0.54% | Q1 2018 | Q3 2023 | 7 |
Independent Advisor Alliance | 4 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Cannell & Co. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 7 |
EHP Funds Inc. | 7 | 7 | 0.19% | 0.56% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Arabesque Asset Management Ltd | 6 | 1 | 0.21% | 0.41% | 0.71% | Q4 2018 | Q4 2022 | 7 |
IHT Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 7 |
FRIESS ASSOCIATES LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
First American Bank | 7 | 7 | 0.30% | 0.45% | 0.56% | Q2 2013 | Q4 2014 | 7 |
IMA Wealth, Inc. | 6 | 1 | 0.00% | 0.47% | 0.71% | Q2 2018 | Q3 2023 | 7 |
Paradigm Financial Partners, LLC | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Moreno Evelyn V | 7 | 7 | 0.21% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 4 | 3 | 0.04% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 7 |
Dynamic Capital Management Ltd | 3 | 1 | 0.08% | 0.28% | 0.47% | Q2 2013 | Q3 2018 | 7 |
ProVise Management Group, LLC | 5 | 1 | 0.03% | 0.06% | 0.13% | Q2 2015 | Q2 2021 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 6 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.18% | 0.29% | 0.48% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2014 | 6 |
NORTHROAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.22% | 0.25% | 0.28% | Q1 2015 | Q2 2016 | 6 |
U S GLOBAL INVESTORS INC | 6 | 6 | 0.00% | 0.20% | 0.41% | Q1 2016 | Q2 2017 | 6 |
Dorsey Wright & Associates | 4 | 1 | 0.00% | 0.55% | 0.86% | Q3 2018 | Q3 2023 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q4 2018 | 6 |
Cypress Wealth Advisors LLC | 5 | 1 | 0.10% | 0.11% | 0.11% | Q3 2015 | Q1 2017 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.14% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Convergence Investment Partners, LLC | 4 | 1 | 0.12% | 0.51% | 0.75% | Q1 2018 | Q4 2022 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 6 |
Mawer Investment Management Ltd. | 6 | 6 | 0.13% | 0.31% | 0.47% | Q2 2015 | Q3 2016 | 6 |
LUMINUS MANAGEMENT LLC | 5 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.14% | 0.29% | Q4 2020 | Q4 2022 | 6 |
Canton Hathaway, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q2 2015 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.11% | 0.23% | Q4 2013 | Q4 2019 | 6 |
ALGERT GLOBAL LLC | 6 | 6 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HWG Holdings LP | 6 | 6 | 0.00% | 0.56% | 1.11% | Q3 2022 | Q4 2023 | 6 |
Distillate Capital Partners LLC | 5 | 1 | 0.68% | 0.78% | 0.89% | Q4 2020 | Q3 2022 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
BlueSky Wealth Advisors, LLC | 6 | 6 | 0.11% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 2 | 0.25% | 0.51% | 0.65% | Q4 2013 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Citizens Business Bank | 6 | 6 | 0.10% | 0.13% | 0.15% | Q2 2015 | Q3 2016 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 6 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.55% | 0.65% | 0.73% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.40% | 0.46% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.09% | 0.36% | Q3 2016 | Q4 2017 | 6 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q2 2023 | 6 |
Barrington Strategic Wealth Management Group LLC | 6 | 6 | 0.19% | 0.27% | 0.53% | Q4 2013 | Q1 2015 | 6 |
Absolute Return Capital, LLC | 6 | 6 | 0.07% | 0.27% | 0.70% | Q2 2014 | Q3 2015 | 6 |
Krane Funds Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 6 |
Uncommon Cents Investing LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Lyons Wealth Management, LLC. | 6 | 6 | 1.11% | 1.46% | 1.98% | Q3 2017 | Q4 2018 | 6 |
Palouse Capital Management, Inc. | 6 | 6 | 0.47% | 0.53% | 0.61% | Q3 2014 | Q4 2015 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.18% | 0.27% | Q2 2021 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FCF Advisors LLC | 4 | 2 | 0.38% | 0.65% | 1.06% | Q1 2015 | Q4 2021 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TWIN CAPITAL MANAGEMENT INC | 5 | 1 | 0.05% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Rheos Capital Works Inc. | 6 | 6 | 0.60% | 0.77% | 1.01% | Q2 2021 | Q3 2022 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 6 |
FIRST NIAGARA BANK | 6 | 6 | 0.31% | 0.53% | 0.66% | Q1 2015 | Q2 2016 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2018 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.23% | 0.60% | 0.78% | Q3 2017 | Q4 2018 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Versor Investments LP | 3 | 1 | 0.05% | 0.34% | 0.60% | Q1 2018 | Q2 2023 | 6 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.11% | 1.53% | 1.96% | Q4 2015 | Q1 2017 | 6 |
ETRADE Capital Management LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 6 |
GENEVA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 6 |
Alley Co LLC | 6 | 6 | 0.67% | 0.81% | 0.88% | Q3 2013 | Q4 2014 | 6 |
Inspire Investing, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 6 |
JONES FINANCIAL COMPANIES LLLP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Paragon Private Wealth Management, LLC | 6 | 6 | 0.24% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
ARVEST TRUST CO N A | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Hexavest Inc. | 6 | 6 | 0.32% | 0.44% | 0.62% | Q2 2020 | Q3 2021 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.05% | 0.08% | 0.16% | Q4 2014 | Q1 2016 | 6 |
Virginia National Bank | 6 | 6 | 0.10% | 0.16% | 0.22% | Q3 2018 | Q4 2019 | 6 |
REYNOLDS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.26% | 0.31% | 0.39% | Q2 2013 | Q3 2014 | 6 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
ARGENT TRUST Co | 6 | 6 | 0.19% | 1.45% | 2.32% | Q4 2014 | Q1 2016 | 6 |
United Asset Strategies, Inc. | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2018 | Q3 2020 | 6 |
Redwood Investment Management, LLC | 2 | 1 | 0.17% | 0.23% | 0.40% | Q4 2019 | Q1 2023 | 6 |
Brinker Capital Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.19% | 0.50% | Q2 2013 | Q3 2014 | 6 |
RENAISSANCE GROUP LLC | 6 | 6 | 1.32% | 1.42% | 1.55% | Q2 2022 | Q3 2023 | 6 |
Howard Capital Management Inc. | 5 | 1 | 0.03% | 0.32% | 1.58% | Q4 2017 | Q4 2021 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 6 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 6 |
PATTON FUND MANAGEMENT, INC. | 6 | 6 | 0.31% | 0.69% | 0.97% | Q2 2022 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.10% | 0.15% | 0.22% | Q1 2022 | Q2 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.02% | 0.29% | 0.43% | Q4 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 6 |
Virtus ETF Advisers LLC | 6 | 6 | 0.25% | 0.42% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.89% | 1.46% | Q1 2018 | Q3 2020 | 6 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Anchor Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 5 |
BKS ADVISORS, LLC | 5 | 5 | 0.40% | 0.50% | 0.56% | Q1 2018 | Q1 2019 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Zebra Capital Management LLC | 5 | 5 | 0.40% | 0.44% | 0.46% | Q1 2015 | Q1 2016 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2017 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q2 2016 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Calamos Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q2 2018 | 5 |
West Coast Financial LLC | 5 | 5 | 0.81% | 1.03% | 1.38% | Q3 2022 | Q3 2023 | 5 |
Hanlon Investment Management, Inc. | 5 | 5 | 0.32% | 0.36% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Orca Investment Management, LLC | 5 | 5 | 2.43% | 3.03% | 3.33% | Q3 2017 | Q3 2018 | 5 |
Corbin Capital Partners, L.P. | 4 | 4 | 0.06% | 2.23% | 7.11% | Q4 2020 | Q3 2021 | 5 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q3 2017 | Q3 2018 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.22% | 0.40% | 1.00% | Q2 2022 | Q2 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First National Bank of South Miami | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Lokken Investment Group LLC | 3 | 2 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q2 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q4 2018 | 5 |
Apex Capital Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2021 | 5 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 5 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2019 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.09% | 0.38% | 0.57% | Q3 2015 | Q3 2016 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 1 | 0.02% | 0.07% | 0.08% | Q3 2013 | Q4 2014 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Invictus RG | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Grove Bank & Trust | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 2.09% | 2.32% | 2.53% | Q4 2015 | Q4 2016 | 5 |
NAVELLIER & ASSOCIATES INC | 3 | 2 | 0.02% | 0.20% | 0.41% | Q3 2012 | Q1 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.01% | 0.17% | 0.33% | Q2 2018 | Q4 2021 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 5 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.13% | 0.50% | Q2 2013 | Q4 2019 | 5 |
AXS Investments LLC | 4 | 1 | 0.31% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 5 |
Maryland Capital Management | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Weiss Asset Management LP | 3 | 1 | 0.02% | 0.03% | 0.10% | Q1 2018 | Q1 2020 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.11% | 0.37% | 0.48% | Q1 2015 | Q1 2016 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.06% | Q3 2018 | Q2 2022 | 5 |
IMPACTfolio, LLC | 5 | 5 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q4 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.22% | 0.32% | 0.50% | Q1 2022 | Q3 2023 | 5 |
KOCH INDUSTRIES INC | 5 | 5 | 0.09% | 0.16% | 0.34% | Q1 2017 | Q1 2018 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 5 | 0.13% | 0.27% | 0.57% | Q3 2022 | Q3 2023 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NUANCE INVESTMENTS, LLC | 5 | 5 | 0.16% | 0.27% | 0.42% | Q2 2016 | Q2 2017 | 5 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Fund Management at Engine No. 1 LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
One Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.25% | 0.34% | Q1 2018 | Q1 2019 | 5 |
MIROVA | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.05% | 0.24% | 0.43% | Q1 2014 | Q2 2017 | 5 |
ICA Group Wealth Management, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 5 |
HS Management Partners, LLC | 5 | 5 | 1.74% | 3.62% | 4.95% | Q1 2014 | Q1 2015 | 5 |
XTX Topco Ltd | 2 | 1 | 0.10% | 0.26% | 0.46% | Q2 2021 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARK NATIONAL CORP /OH/ | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.08% | 0.18% | 0.31% | Q1 2021 | Q3 2022 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.06% | 0.26% | 0.54% | Q1 2014 | Q4 2020 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.00% | 0.19% | 0.49% | Q2 2013 | Q2 2021 | 5 |
Larson Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.08% | 0.17% | 0.23% | Q3 2013 | Q3 2015 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.02% | 0.11% | 0.20% | Q2 2019 | Q2 2021 | 5 |
Drake & Associates, LLC | 5 | 5 | 0.12% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.03% | 0.08% | 0.10% | Q3 2021 | Q4 2022 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.02% | 0.08% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Daniel Devine & Co | 5 | 5 | 0.76% | 1.24% | 1.52% | Q4 2014 | Q4 2015 | 5 |
First Trust Direct Indexing L.P. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Warther Private Wealth, LLC | 5 | 5 | 0.18% | 0.25% | 0.31% | Q2 2021 | Q2 2022 | 5 |
USCA RIA LLC | 2 | 1 | 0.02% | 0.18% | 0.30% | Q3 2014 | Q3 2020 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.17% | 0.25% | 0.34% | Q4 2016 | Q4 2017 | 5 |
Airain ltd | 3 | 2 | 0.02% | 0.17% | 0.36% | Q3 2013 | Q1 2017 | 5 |
AFFINITY INVESTMENT ADVISORS, LLC | 5 | 5 | 0.11% | 0.14% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Waverton Investment Management Ltd | 5 | 5 | 0.22% | 0.33% | 0.38% | Q1 2014 | Q1 2015 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.16% | 0.21% | Q3 2016 | Q4 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Capital Planning Advisors, LLC | 5 | 5 | 0.36% | 0.51% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 1.02% | 1.12% | 1.22% | Q3 2022 | Q3 2023 | 5 |
Azimuth Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
THOMPSON DAVIS & CO., INC. | 3 | 2 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q2 2015 | 5 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q4 2020 | 5 |
HARVARD MANAGEMENT CO INC | 4 | 1 | 0.21% | 0.29% | 0.34% | Q2 2013 | Q3 2015 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2022 | 5 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.23% | 0.29% | 0.34% | Q1 2019 | Q2 2020 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.51% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Innovative Portfolios | 4 | 4 | 0.74% | 0.80% | 0.84% | Q1 2021 | Q4 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Parametrica Management Ltd | 2 | 2 | 0.12% | 0.32% | 0.77% | Q4 2016 | Q1 2021 | 4 |
SHAPIRO ROBERT N | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Heartland Bank & Trust Co | 4 | 4 | 0.32% | 0.42% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Paladin Advisory Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Wedmont Private Capital | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Carmignac Gestion | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BlueSpruce Investments, LP | 4 | 4 | 4.24% | 7.81% | 10.27% | Q4 2014 | Q3 2015 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.23% | 0.44% | 0.80% | Q2 2013 | Q2 2014 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.51% | 0.55% | 0.58% | Q4 2014 | Q3 2015 | 4 |
Cipher Capital LP | 2 | 1 | 0.06% | 0.13% | 0.19% | Q1 2018 | Q3 2019 | 4 |
Callan Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CI Global Investments Inc. | 3 | 1 | 0.04% | 0.55% | 1.23% | Q4 2013 | Q1 2015 | 4 |
Melvin Capital Management LP | 2 | 1 | 0.39% | 0.65% | 1.01% | Q1 2017 | Q1 2021 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 4 |
MANOR ROAD CAPITAL PARTNERS, LLC | 1 | 1 | 0.82% | 9.58% | 16.86% | Q1 2014 | Q2 2018 | 4 |
LCNB CORP | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2020 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.41% | 0.97% | 1.27% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 4 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.01% | 0.08% | 0.16% | Q4 2013 | Q3 2015 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Otter Creek Advisors, LLC | 2 | 2 | 0.91% | 1.09% | 1.27% | Q1 2016 | Q2 2018 | 4 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sequent Asset Management, LLC | 3 | 1 | 0.27% | 0.35% | 0.48% | Q1 2017 | Q1 2018 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.14% | 0.24% | 0.30% | Q3 2014 | Q2 2015 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.10% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Jackson, Grant Investment Advisers, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
DUDLEY & SHANLEY, INC. | 4 | 4 | 0.10% | 0.16% | 0.22% | Q2 2016 | Q1 2017 | 4 |
DARRELL & KING LLC | 4 | 4 | 5.18% | 5.57% | 6.29% | Q1 2020 | Q4 2020 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
ArrowMark Colorado Holdings LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2021 | 4 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 4 |
AJO, LP | 2 | 2 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2020 | 4 |
Pendal Group Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Kinsale Capital Group, Inc. | 4 | 4 | 0.17% | 0.63% | 0.96% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 4 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.04% | 0.14% | Q3 2018 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 1.80% | 2.05% | 2.25% | Q4 2013 | Q1 2017 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q1 2014 | 4 |
PRENTISS SMITH & CO INC | 4 | 4 | 1.40% | 1.56% | 1.71% | Q4 2014 | Q3 2015 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OmniStar Financial Group, Inc. | 3 | 1 | 0.02% | 0.87% | 1.29% | Q2 2018 | Q1 2020 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.81% | 1.90% | 2.65% | Q2 2018 | Q1 2019 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.22% | 0.40% | 0.47% | Q3 2022 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.06% | 0.27% | 0.58% | Q2 2013 | Q1 2014 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q2 2018 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.26% | 0.33% | 0.38% | Q4 2017 | Q3 2018 | 4 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.20% | 0.57% | Q4 2013 | Q1 2017 | 4 |
Centenus Global Management, LP | 3 | 1 | 0.38% | 0.64% | 1.08% | Q4 2018 | Q4 2019 | 4 |
CULLINAN ASSOCIATES INC | 3 | 1 | 0.03% | 0.10% | 0.12% | Q1 2015 | Q4 2022 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.06% | 0.15% | 0.25% | Q3 2018 | Q2 2020 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.28% | 1.62% | 2.22% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL GROUP | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2015 | Q1 2016 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.50% | 0.98% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Natixis Investment Managers International | 2 | 2 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2022 | 4 |
Longbow Finance SA | 4 | 4 | 1.18% | 1.33% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Investors Research Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SAMLYN CAPITAL, LLC | 4 | 4 | 0.02% | 0.15% | 0.57% | Q3 2020 | Q2 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
ADVENT INTERNATIONAL, L.P. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Braun-Bostich & Associates Inc. | 3 | 1 | 0.52% | 0.54% | 0.56% | Q1 2021 | Q1 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.09% | 0.13% | 0.16% | Q3 2013 | Q2 2017 | 4 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.34% | 0.43% | 0.59% | Q2 2014 | Q2 2019 | 4 |
WISCONSIN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.19% | 0.30% | 0.40% | Q2 2013 | Q2 2014 | 4 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 4 | 4 | 0.37% | 0.73% | 0.92% | Q1 2017 | Q4 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Artemis Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.27% | 0.36% | 0.40% | Q4 2018 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2017 | 4 |
Occidental Asset Management, LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Legacy Trust | 4 | 4 | 1.69% | 1.93% | 2.10% | Q4 2022 | Q3 2023 | 4 |
Visium Asset Management, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2015 | 4 |
RDA Financial Network | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Olympiad Research LP | 3 | 1 | 0.20% | 0.26% | 0.34% | Q4 2019 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
Euclidean Technologies Management, LLC | 4 | 4 | 1.79% | 2.11% | 2.64% | Q2 2017 | Q1 2018 | 4 |
Stokes Family Office, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 0.52% | 0.76% | 1.14% | Q2 2018 | Q1 2019 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
F&C Asset Management plc | 4 | 4 | 0.23% | 0.24% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.09% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (Europe) Ltd | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.09% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Journey Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q1 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.21% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Graphene Investments SAS | 4 | 4 | 1.98% | 2.08% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 1.11% | 1.22% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.13% | 0.22% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
EMERSON INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.42% | 0.48% | 0.54% | Q3 2014 | Q1 2015 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.03% | 0.45% | 0.82% | Q1 2021 | Q3 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q4 2018 | 3 |
AdvisorShares Investments LLC | 1 | 1 | 0.13% | 0.26% | 0.40% | Q4 2020 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Core Alternative Capital | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.34% | 0.43% | 0.48% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2018 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.38% | 0.48% | 0.56% | Q4 2014 | Q2 2015 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Diametric Capital, LP | 2 | 1 | 0.36% | 0.54% | 0.85% | Q3 2018 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Spark Investment Management LLC | 2 | 1 | 0.07% | 0.13% | 0.24% | Q2 2018 | Q4 2019 | 3 |
OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.50% | 0.69% | 0.82% | Q3 2014 | Q1 2015 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.08% | 0.13% | Q1 2022 | Q1 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 3 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.17% | 0.28% | Q4 2021 | Q2 2023 | 3 |
Sierra Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.10% | 0.18% | 0.22% | Q2 2013 | Q4 2013 | 3 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Global Financial Private Capital, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 1.43% | 1.50% | 1.62% | Q1 2023 | Q3 2023 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.34% | 0.40% | 0.45% | Q4 2017 | Q2 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Maple Capital Management, Inc. | 3 | 3 | 1.63% | 1.64% | 1.65% | Q1 2015 | Q3 2015 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
DAVIS SELECTED ADVISERS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 3 |
Tandem Investment Advisors, Inc. | 3 | 3 | 0.51% | 1.17% | 1.53% | Q4 2016 | Q2 2017 | 3 |
Artisan Partners Limited Partnership | 2 | 1 | 0.10% | 0.17% | 0.23% | Q3 2013 | Q3 2014 | 3 |
REDW Wealth LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Copperwynd Financial, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2021 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.05% | 0.12% | 0.16% | Q2 2019 | Q4 2019 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q1 2017 | 3 |
KLINGENSTEIN FIELDS & CO LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 3 |
Circle Road Advisors LP | 3 | 3 | 0.84% | 1.47% | 1.95% | Q2 2018 | Q4 2018 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.06% | 0.15% | Q1 2018 | Q2 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.60% | 0.74% | 0.87% | Q2 2018 | Q4 2018 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2021 | 3 |
MEMBERS CAPITAL ADVISORS INC | 2 | 1 | 0.18% | 0.22% | 0.25% | Q4 2019 | Q4 2020 | 3 |
V2 Capital, LLC | 3 | 3 | 2.24% | 2.62% | 2.83% | Q3 2014 | Q1 2015 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Laidlaw Group, LLC | 3 | 3 | 2.03% | 2.10% | 2.16% | Q4 2014 | Q2 2015 | 3 |
AMG Funds LLC | 3 | 3 | 0.39% | 0.72% | 0.90% | Q4 2016 | Q2 2017 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.43% | 0.44% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.16% | 0.23% | 0.31% | Q4 2017 | Q2 2018 | 3 |
Chautauqua Capital Management | 3 | 3 | 0.97% | 1.23% | 1.68% | Q2 2013 | Q4 2013 | 3 |
Geller Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Alambic Investment Management, L.P. | 2 | 1 | 0.13% | 0.52% | 1.07% | Q3 2018 | Q2 2020 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.22% | 0.30% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.86% | 0.93% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Renasant Bank | 2 | 1 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q2 2022 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.16% | 0.47% | 0.64% | Q3 2018 | Q3 2023 | 3 |
NWAM LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q1 2021 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.23% | 0.27% | 0.30% | Q4 2019 | Q2 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.30% | 0.31% | 0.33% | Q2 2018 | Q4 2018 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PARTHENON LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.29% | 0.34% | 0.42% | Q2 2018 | Q4 2018 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.21% | 0.45% | Q1 2017 | Q3 2017 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.06% | 0.09% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Running Oak Capital LLC | 3 | 3 | 1.80% | 1.95% | 2.08% | Q1 2023 | Q3 2023 | 3 |
UNIQUE WEALTH, LLC | 3 | 3 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2014 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Winslow Capital Management, LLC | 3 | 3 | 0.00% | 0.75% | 1.13% | Q2 2013 | Q4 2013 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 2.55% | 2.91% | 3.30% | Q4 2014 | Q2 2015 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.38% | 0.68% | 1.00% | Q4 2013 | Q2 2014 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2022 | 3 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.14% | 0.26% | 0.42% | Q3 2013 | Q2 2016 | 3 |
Talara Capital Management, LLC | 2 | 1 | 1.82% | 3.11% | 4.93% | Q1 2014 | Q1 2015 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.33% | 0.35% | 0.37% | Q2 2023 | Q4 2023 | 3 |
FDO Partners, LLC | 2 | 1 | 0.06% | 0.31% | 0.63% | Q4 2015 | Q2 2017 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.81% | 1.42% | 2.43% | Q4 2021 | Q2 2022 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.11% | 0.15% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q2 2023 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.44% | 0.61% | 0.76% | Q2 2022 | Q1 2023 | 3 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.38% | 0.51% | 0.69% | Q3 2020 | Q3 2023 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
LOWE BROCKENBROUGH & CO INC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
Sonora Investment Management Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
COTTONWOOD CAPITAL ADVISORS, LLC | 2 | 1 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Junto Capital Management LP | 2 | 1 | 0.91% | 1.60% | 2.08% | Q4 2020 | Q1 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.10% | 0.20% | Q3 2013 | Q2 2014 | 3 |
MQS Management LLC | 2 | 1 | 0.27% | 0.35% | 0.49% | Q2 2022 | Q3 2023 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 3 | 3 | 1.31% | 1.43% | 1.53% | Q1 2021 | Q3 2021 | 3 |
Agate Pass Investment Management, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 1 | 1 | 0.06% | 0.34% | 0.91% | Q3 2023 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.14% | 0.16% | 0.21% | Q3 2020 | Q1 2021 | 3 |
Rodgers Brothers Inc. | 3 | 3 | 0.10% | 0.16% | 0.24% | Q2 2017 | Q4 2017 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 3 | 3 | 0.17% | 0.32% | 0.47% | Q1 2023 | Q3 2023 | 3 |
STEPH & CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.32% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
DSM CAPITAL PARTNERS LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.29% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.32% | 0.57% | 0.96% | Q4 2013 | Q1 2014 | 3 |
Atom Investors LP | 2 | 1 | 0.10% | 0.19% | 0.35% | Q4 2022 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Albar Capital Ltd | 2 | 1 | 4.57% | 6.67% | 8.57% | Q2 2020 | Q1 2022 | 3 |
Q3 Asset Management | 1 | 1 | 0.09% | 0.55% | 0.92% | Q3 2022 | Q3 2023 | 3 |
Arrow Investment Advisors, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 3 |
VONTOBEL ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.25% | 0.38% | Q2 2013 | Q4 2013 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
SYSTM Wealth Solutions LLC | 3 | 3 | 0.18% | 0.22% | 0.27% | Q4 2022 | Q2 2023 | 3 |
JENNISON ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 3 |
Whitnell & Co. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2017 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2014 | Q4 2014 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.05% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.39% | 0.45% | 0.52% | Q3 2019 | Q4 2019 | 2 |
Aristides Capital LLC | 2 | 2 | 0.17% | 0.35% | 0.53% | Q4 2019 | Q1 2020 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.18% | 0.24% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.19% | 0.28% | 0.36% | Q2 2023 | Q3 2023 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.06% | 0.13% | 0.20% | Q2 2017 | Q3 2017 | 2 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.18% | 0.25% | Q1 2018 | Q3 2018 | 2 |
Hitchwood Capital Management LP | 2 | 2 | 0.67% | 0.77% | 0.88% | Q4 2014 | Q1 2015 | 2 |
Gerstein Fisher | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.29% | 0.56% | Q3 2018 | Q2 2021 | 2 |
Argent Trust Co | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 2 |
Thrax Management, LLC | 2 | 2 | 0.04% | 0.34% | 0.64% | Q3 2016 | Q4 2016 | 2 |
Dakota Wealth Management | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 2 |
LMR Master Fund Ltd | 1 | 1 | 0.09% | 0.21% | 0.33% | Q2 2013 | Q4 2013 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2015 | Q1 2016 | 2 |
Oribel Capital Management, LP | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2016 | Q1 2017 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.01% | 0.40% | 0.79% | Q4 2019 | Q1 2020 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2017 | Q3 2017 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Roundview Capital LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.54% | 0.55% | 0.57% | Q2 2018 | Q3 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q2 2014 | Q3 2023 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q4 2016 | Q1 2017 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.02% | 0.12% | 0.23% | Q1 2020 | Q2 2020 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.31% | 0.36% | 0.40% | Q2 2013 | Q4 2013 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 1.66% | 1.82% | 1.97% | Q2 2023 | Q3 2023 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.77% | 0.83% | 0.89% | Q1 2022 | Q2 2022 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q3 2018 | Q1 2020 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.19% | 0.24% | 0.28% | Q3 2018 | Q4 2018 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
MANA Advisors LLC | 1 | 1 | 1.08% | 1.12% | 1.16% | Q1 2019 | Q2 2020 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.14% | 0.26% | Q1 2018 | Q2 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.22% | 0.29% | 0.36% | Q1 2021 | Q2 2021 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q1 2017 | Q1 2018 | 2 |
VNBTrust, National Association | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q2 2018 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 2 |
TradeLink Global Equity LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2013 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Man Investments Ltd | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.88% | 0.89% | 0.90% | Q4 2018 | Q1 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.24% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 0.15% | 0.60% | 1.05% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.17% | 0.29% | Q4 2020 | Q2 2021 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.22% | 1.04% | 1.86% | Q4 2019 | Q4 2022 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.20% | 0.30% | 0.40% | Q4 2019 | Q1 2020 | 2 |
XML Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 2 |
Adero Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AXIAL CAPITAL MANAGEMENT, LLC | 2 | 2 | 3.92% | 5.92% | 7.92% | Q2 2013 | Q3 2013 | 2 |
CGN Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2023 | Q4 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q3 2021 | Q1 2022 | 2 |
Humankind Investments LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 1.16% | 1.66% | 2.16% | Q1 2022 | Q2 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 1.19% | 1.19% | 1.20% | Q2 2013 | Q3 2013 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q1 2023 | 2 |
RAINIER INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
First International Bank & Trust | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LGT Group Foundation | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.10% | 0.17% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
STAR Financial Bank | 2 | 2 | 0.32% | 0.38% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BRADY FAMILY WEALTH, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.20% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2020 | Q4 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.03% | 0.22% | 0.40% | Q2 2013 | Q1 2014 | 2 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q3 2017 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
SEIZERT CAPITAL PARTNERS, LLC | 2 | 2 | 1.08% | 1.11% | 1.14% | Q1 2017 | Q2 2017 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q3 2016 | Q1 2021 | 2 |
ZWEIG ADVISERS LLC | 2 | 2 | 0.63% | 1.31% | 1.98% | Q1 2016 | Q2 2016 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 1.39% | 1.43% | 1.47% | Q4 2016 | Q1 2017 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 0.43% | 0.49% | 0.55% | Q2 2013 | Q3 2013 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Artal Group S.A. | 2 | 2 | 1.12% | 1.48% | 1.85% | Q3 2014 | Q4 2014 | 2 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.84% | 2.02% | 2.20% | Q3 2016 | Q2 2017 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q2 2020 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q3 2013 | Q4 2013 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Broad Run Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
United Community Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Praetorian Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Verdad Advisers, LP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2023 | Q3 2023 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
KALMAR INVESTMENTS INC /DE/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TFG Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2013 | Q2 2013 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2014 | Q1 2014 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Pier Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
MIK Capital, LP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2019 | Q4 2019 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Union Point Advisors, LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q3 2013 | Q3 2013 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2011 | Q4 2011 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2016 | Q1 2016 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2013 | Q2 2013 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Tradeworx Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2013 | Q1 2013 | 1 |
GLG Partners LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JS Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
L & S Advisors Inc | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KARSCH CAPITAL MANAGEMENT LP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2013 | Q3 2013 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Standard Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2018 | Q1 2018 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JANA PARTNERS LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2017 | Q4 2017 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2019 | Q4 2019 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2013 | Q3 2013 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Kingdom Ridge Capital, LLC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q3 2017 | Q3 2017 | 1 |
Heritage Way Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2017 | Q3 2017 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
United Bank | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2017 | Q1 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Polianta Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q2 2013 | Q2 2013 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Sanibel Captiva Investment Advisers, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2018 | Q2 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Matarin Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Kepos Capital LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Meru Capital Group, LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2017 | Q1 2017 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q3 2017 | 1 |
Fayerweather Charles | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2016 | Q1 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2019 | Q2 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2015 | Q1 2015 | 1 |
Hall Kathryn A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JACKSON PARK CAPITAL, LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q2 2015 | Q2 2015 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2015 | Q4 2015 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
American Beacon Advisors, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2018 | Q3 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2015 | Q4 2015 | 1 |
Boyle Capital Management, L.L.C. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2015 | Q2 2015 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2018 | Q3 2018 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2015 | Q2 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WELCH CAPITAL PARTNERS LLC/NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2023 | Q3 2023 | 1 |
Benchmark Investment Advisors LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q2 2023 | 1 |
MWA Asset Management | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2013 | Q4 2013 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SBB Research Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Nippon Life Global Investors Americas, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Westwood Wealth Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Nokota Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Trust Investment Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2021 | Q2 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own GRAINGER W W INC or have owned GRAINGER W W INC in the past.