Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 87 |
Walleye Trading LLC | 22 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 73 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 59 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 49 |
GLENMEDE TRUST CO NA | 24 | 1 | 0.00% | 0.02% | 0.14% | Q3 2007 | Q3 2023 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 48 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.03% | 0.10% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.05% | 0.13% | Q4 2012 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.06% | 0.14% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 43 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.22% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TimesSquare Capital Management, LLC | 42 | 42 | 0.02% | 0.61% | 1.21% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.05% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.03% | 2.02% | 3.88% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.51% | 0.74% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.03% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Retirement Planning Group, LLC | 42 | 42 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.66% | 0.84% | 1.16% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.02% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.12% | 0.62% | 1.14% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FORVIS Wealth Advisors, LLC | 42 | 42 | 0.69% | 1.75% | 2.45% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BARD ASSOCIATES INC | 42 | 42 | 0.33% | 0.46% | 0.80% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Investments LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Copeland Capital Management, LLC | 42 | 42 | 0.43% | 1.37% | 2.66% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.64% | 1.27% | 1.81% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.03% | 0.19% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 35 | 6 | 0.92% | 1.49% | 1.97% | Q2 2013 | Q3 2023 | 41 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 1.90% | 2.52% | 3.36% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.05% | 0.17% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 41 |
FEDERATED HERMES, INC. | 40 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
MILLENNIUM MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 37 | 4 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
SignalPoint Asset Management, LLC | 41 | 41 | 0.19% | 3.40% | 10.32% | Q3 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 41 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 29 | 12 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 26 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Cardinal Capital Management | 40 | 40 | 0.11% | 0.44% | 0.70% | Q4 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 40 | 40 | 0.00% | 0.03% | 0.80% | Q3 2013 | Q2 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.07% | 0.12% | 0.18% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 35 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Court Place Advisors, LLC | 40 | 40 | 3.59% | 4.56% | 5.80% | Q4 2013 | Q3 2023 | 40 |
Penobscot Investment Management Company, Inc. | 40 | 40 | 0.05% | 0.16% | 0.30% | Q4 2013 | Q3 2023 | 40 |
MARTINGALE ASSET MANAGEMENT L P | 40 | 40 | 0.01% | 0.18% | 0.39% | Q2 2013 | Q1 2023 | 40 |
FDx Advisors, Inc. | 27 | 13 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q2 2023 | 40 |
SFMG, LLC | 39 | 1 | 0.02% | 0.48% | 1.50% | Q2 2013 | Q2 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 26 | 3 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
MACKENZIE FINANCIAL CORP | 38 | 38 | 0.00% | 0.10% | 0.29% | Q2 2014 | Q3 2023 | 39 |
Silver Lake Advisory, LLC | 36 | 3 | 0.72% | 1.28% | 2.41% | Q4 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
WESTPAC BANKING CORP | 27 | 11 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q1 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.48% | 1.13% | 1.76% | Q2 2013 | Q3 2022 | 38 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 25 | 4 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 38 |
Allianz Asset Management GmbH | 29 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 38 | 38 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2022 | 38 |
LORD, ABBETT & CO. LLC | 21 | 17 | 0.03% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 38 |
FMR LLC | 30 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 20 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
ARROW FINANCIAL CORP | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
CWM, LLC | 29 | 8 | 0.00% | 0.30% | 1.33% | Q2 2014 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
WESBANCO BANK INC | 12 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
WENDELL DAVID ASSOCIATES INC | 37 | 37 | 0.07% | 0.32% | 0.52% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.01% | 0.12% | 0.20% | Q3 2014 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
CIBC Asset Management Inc | 32 | 4 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
COLONY GROUP LLC | 36 | 36 | 0.05% | 0.13% | 0.33% | Q4 2013 | Q3 2022 | 36 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 7 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 0.01% | 0.76% | 2.72% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Capital International Investors | 36 | 36 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
CIBC Private Wealth Group, LLC | 36 | 36 | 0.07% | 0.73% | 1.70% | Q4 2014 | Q3 2023 | 36 |
Rafferty Asset Management, LLC | 35 | 1 | 0.01% | 0.03% | 0.13% | Q2 2014 | Q3 2023 | 36 |
Bath Savings Trust Co | 36 | 36 | 0.34% | 1.03% | 1.54% | Q4 2014 | Q3 2023 | 36 |
NICHOLAS COMPANY, INC. | 23 | 12 | 0.02% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 35 |
ROYCE & ASSOCIATES LP | 35 | 35 | 0.03% | 0.24% | 0.37% | Q2 2013 | Q4 2021 | 35 |
Janney Montgomery Scott LLC | 35 | 35 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 35 | 35 | 0.01% | 0.27% | 0.53% | Q1 2015 | Q3 2023 | 35 |
BOSTON FINANCIAL MANGEMENT LLC | 35 | 35 | 0.05% | 0.42% | 0.98% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
EAGLE ASSET MANAGEMENT INC | 28 | 7 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 35 |
FULLER & THALER ASSET MANAGEMENT, INC. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
JACOBSON & SCHMITT ADVISORS, LLC | 35 | 35 | 1.83% | 2.71% | 3.38% | Q1 2015 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.28% | 0.88% | 2.17% | Q1 2015 | Q3 2023 | 35 |
Asset Management One Co., Ltd. | 26 | 9 | 0.02% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 25 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 34 |
DUPONT CAPITAL MANAGEMENT CORP | 34 | 34 | 0.02% | 0.08% | 0.14% | Q1 2015 | Q2 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
HOLLENCREST CAPITAL MANAGEMENT | 24 | 9 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 29 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2023 | 33 |
ALPS ADVISORS INC | 16 | 4 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 33 |
First Personal Financial Services | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
DIVIDEND ASSETS CAPITAL, LLC | 33 | 33 | 0.02% | 0.30% | 1.44% | Q3 2015 | Q3 2023 | 33 |
SCOUT INVESTMENTS, INC. | 26 | 7 | 0.05% | 0.42% | 0.92% | Q2 2013 | Q3 2023 | 33 |
SEGALL BRYANT & HAMILL, LLC | 33 | 33 | 0.00% | 0.06% | 0.34% | Q4 2014 | Q4 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2023 | 33 |
AMP Capital Investors Ltd | 18 | 15 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 33 |
EULAV Asset Management | 32 | 32 | 0.06% | 0.54% | 1.39% | Q4 2015 | Q3 2023 | 32 |
MACQUARIE GROUP LTD | 25 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Epoch Investment Partners, Inc. | 32 | 32 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 32 |
PRUDENTIAL PLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
BANK OF NOVA SCOTIA | 20 | 12 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 22 | 10 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 32 |
WELCH & FORBES LLC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
NORDEA INVESTMENT MANAGEMENT AB | 30 | 2 | 0.00% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q1 2021 | 32 |
TORRAY INVESTMENT PARTNERS LLC | 28 | 3 | 0.02% | 0.17% | 0.29% | Q1 2014 | Q3 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.18% | 0.52% | Q3 2013 | Q2 2022 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2020 | 31 |
Tributary Capital Management, LLC | 31 | 31 | 0.06% | 0.22% | 0.46% | Q2 2013 | Q4 2020 | 31 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 22 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
CONGRESS ASSET MANAGEMENT CO /MA | 31 | 31 | 0.01% | 0.84% | 1.52% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
FCF Advisors LLC | 21 | 1 | 0.49% | 0.87% | 1.21% | Q4 2014 | Q4 2023 | 30 |
Stratos Wealth Partners, LTD. | 29 | 1 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Private Advisor Group, LLC | 27 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 30 | 30 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q4 2020 | 30 |
Baird Financial Group, Inc. | 18 | 12 | 0.00% | 0.07% | 0.22% | Q2 2015 | Q3 2023 | 30 |
Simmons Bank | 15 | 15 | 0.02% | 3.66% | 12.15% | Q1 2016 | Q3 2023 | 30 |
STRS OHIO | 28 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 4 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 30 |
AVIVA PLC | 30 | 30 | 0.03% | 0.15% | 0.30% | Q2 2016 | Q3 2023 | 30 |
SYNOVUS FINANCIAL CORP | 29 | 29 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Skandinaviska Enskilda Banken AB (publ) | 28 | 1 | 0.00% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26 | 3 | 0.00% | 0.05% | 0.23% | Q2 2016 | Q3 2023 | 29 |
FRANKLIN RESOURCES INC | 26 | 2 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 28 |
NICHOLS & PRATT ADVISERS LLP /MA | 28 | 28 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q2 2023 | 28 |
QS Investors, LLC | 23 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2023 | 28 |
Empire Life Investments Inc. | 28 | 28 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Capital International, Inc./CA/ | 27 | 27 | 0.00% | 0.12% | 0.66% | Q4 2016 | Q2 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.58% | 1.16% | 2.03% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
ClariVest Asset Management LLC | 24 | 3 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2020 | 27 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Legacy Private Trust Co. | 27 | 27 | 0.04% | 0.16% | 0.29% | Q3 2013 | Q1 2020 | 27 |
Mariner, LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 27 |
KBC Group NV | 26 | 1 | 0.01% | 0.03% | 0.14% | Q2 2015 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.10% | 0.16% | Q3 2013 | Q1 2020 | 26 |
Formidable Asset Management, LLC | 16 | 1 | 0.30% | 0.45% | 0.71% | Q2 2016 | Q3 2023 | 26 |
BROWN ADVISORY INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Hikari Power Ltd | 26 | 26 | 0.18% | 0.25% | 0.38% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui Trust Holdings, Inc. | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Mitsubishi UFJ Asset Management Co., Ltd. | 26 | 26 | 0.02% | 0.04% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Daiwa Securities Group Inc. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Meiji Yasuda Asset Management Co Ltd. | 26 | 26 | 0.03% | 0.16% | 0.23% | Q2 2017 | Q3 2023 | 26 |
TWIN CAPITAL MANAGEMENT INC | 12 | 1 | 0.08% | 0.24% | 0.49% | Q2 2013 | Q3 2021 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.04% | 0.15% | 0.34% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
BNP Paribas Asset Management Holding S.A. | 26 | 26 | 0.00% | 0.12% | 0.39% | Q2 2017 | Q3 2023 | 26 |
Gulf International Bank (UK) Ltd | 26 | 26 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
C M BIDWELL & ASSOCIATES LTD | 26 | 26 | 0.00% | 0.02% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Korea Investment CORP | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26 | 26 | 0.01% | 0.02% | 0.10% | Q2 2017 | Q3 2023 | 26 |
APG Asset Management N.V. | 26 | 26 | 0.00% | 0.45% | 1.93% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.08% | 0.13% | Q3 2016 | Q3 2023 | 26 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 26 | 26 | 0.03% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
IBM Retirement Fund | 15 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 26 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
FIRST QUADRANT LLC/CA | 24 | 2 | 0.00% | 0.13% | 0.55% | Q2 2013 | Q2 2020 | 26 |
HARTFORD INVESTMENT MANAGEMENT CO | 22 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 26 |
Squarepoint Ops LLC | 16 | 1 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 26 |
Conestoga Capital Advisors, LLC | 26 | 26 | 0.04% | 0.27% | 0.53% | Q2 2017 | Q3 2023 | 26 |
TORONTO DOMINION BANK | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.22% | 0.91% | 1.69% | Q2 2017 | Q3 2023 | 26 |
Echo Street Capital Management LLC | 17 | 1 | 0.00% | 0.32% | 1.12% | Q3 2013 | Q2 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2023 | 25 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 25 | 25 | 1.60% | 3.41% | 5.13% | Q2 2013 | Q2 2019 | 25 |
Jefferies Group LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
JANUS HENDERSON GROUP PLC | 23 | 2 | 0.00% | 0.06% | 0.25% | Q2 2017 | Q3 2023 | 25 |
Hikari Tsushin, Inc. | 17 | 8 | 0.14% | 0.20% | 0.26% | Q2 2017 | Q3 2023 | 25 |
GAM Holding AG | 24 | 1 | 0.01% | 0.12% | 0.23% | Q2 2017 | Q3 2023 | 25 |
Livforsakringsbolaget Skandia, Omsesidigt | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 25 | 25 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q1 2023 | 25 |
Mn Services Vermogensbeheer B.V. | 15 | 10 | 0.03% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.54% | 0.81% | 1.06% | Q2 2013 | Q2 2019 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Boston Trust Walden Corp | 24 | 24 | 0.09% | 0.18% | 0.31% | Q4 2017 | Q3 2023 | 24 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 14 | 10 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 13 | 11 | 0.02% | 0.12% | 0.26% | Q2 2017 | Q3 2023 | 24 |
Monument Capital Management | 24 | 24 | 0.14% | 1.06% | 1.81% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q1 2021 | 24 |
Capital World Investors | 24 | 24 | 0.02% | 0.13% | 0.27% | Q4 2015 | Q3 2021 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
PROFUND ADVISORS LLC | 22 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 24 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
SHELTON CAPITAL MANAGEMENT | 22 | 2 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 24 |
DOLIVER ADVISORS, LP | 24 | 24 | 0.19% | 0.30% | 0.41% | Q1 2018 | Q4 2023 | 24 |
Laurus Investment Counsel Inc. | 24 | 24 | 4.57% | 7.20% | 10.81% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 23 | 23 | 0.25% | 0.62% | 0.92% | Q2 2013 | Q4 2018 | 23 |
WESTWOOD MANAGEMENT CORP /IL/ | 22 | 1 | 0.03% | 0.06% | 0.22% | Q1 2015 | Q4 2020 | 23 |
Andra AP-fonden | 12 | 5 | 0.08% | 0.22% | 0.38% | Q2 2017 | Q2 2023 | 23 |
OneDigital Investment Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
JUPITER ASSET MANAGEMENT LTD | 20 | 3 | 0.01% | 0.17% | 0.66% | Q1 2016 | Q3 2023 | 23 |
EATON VANCE MANAGEMENT | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.04% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Fiera Capital Corp | 22 | 1 | 0.00% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 23 |
NATIXIS | 16 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 23 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 21 | 2 | 0.05% | 0.10% | 0.14% | Q2 2010 | Q2 2018 | 23 |
BARINGS LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q1 2023 | 23 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2018 | 22 |
Almanack Investment Partners, LLC. | 22 | 22 | 0.03% | 0.08% | 0.17% | Q1 2017 | Q2 2022 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.02% | 0.03% | 0.09% | Q4 2016 | Q1 2022 | 22 |
AJO, LP | 21 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2020 | 22 |
IFM Investors Pty Ltd | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.61% | 1.57% | 2.17% | Q2 2018 | Q3 2023 | 22 |
Assenagon Asset Management S.A. | 9 | 4 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 12 | 1 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q2 2023 | 22 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Rehmann Capital Advisory Group | 15 | 7 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 2 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 22 |
Brown Capital Management | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.13% | Q4 2012 | Q1 2022 | 22 |
Cutler Group LLC / CA | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 22 |
Ipswich Investment Management Co., Inc. | 21 | 21 | 0.11% | 0.14% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
PEAK6 Group LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2018 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 16 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.08% | 0.25% | Q1 2017 | Q1 2023 | 21 |
Carnegie Capital Asset Management, LLC | 21 | 21 | 0.01% | 0.09% | 0.23% | Q1 2017 | Q1 2022 | 21 |
Mount Yale Investment Advisors, LLC | 21 | 21 | 0.04% | 0.08% | 0.16% | Q1 2018 | Q1 2023 | 21 |
AXA S.A. | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CITY HOLDING CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 21 |
DAVIS R M INC | 19 | 2 | 0.01% | 0.03% | 0.23% | Q2 2016 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.05% | 0.11% | 0.21% | Q1 2017 | Q2 2022 | 21 |
LSV ASSET MANAGEMENT | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
SouthState Corp | 19 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Sigma Planning Corp | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2022 | 21 |
MEEDER ASSET MANAGEMENT INC | 19 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
COMMONWEALTH BANK OF AUSTRALIA | 18 | 3 | 0.00% | 0.17% | 0.41% | Q3 2013 | Q2 2019 | 21 |
Nikulski Financial, Inc. | 20 | 1 | 0.08% | 0.15% | 0.26% | Q1 2018 | Q2 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.04% | 0.07% | 0.15% | Q2 2017 | Q2 2022 | 21 |
Riverview Trust Co | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Chevy Chase Trust Holdings, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 20 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.05% | 0.21% | Q3 2014 | Q3 2023 | 20 |
Hillsdale Investment Management Inc. | 20 | 20 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q4 2020 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.07% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.05% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 8 | 6 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2021 | 20 |
Kentucky Retirement Systems | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.08% | 0.26% | Q4 2013 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
FORT, L.P. | 20 | 20 | 0.03% | 0.47% | 0.69% | Q2 2018 | Q1 2023 | 20 |
INTRUST BANK NA | 20 | 20 | 0.03% | 0.12% | 0.16% | Q2 2016 | Q1 2021 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.07% | 0.26% | Q1 2018 | Q3 2023 | 20 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 20 |
Unigestion Holding SA | 13 | 1 | 0.01% | 0.09% | 0.58% | Q2 2018 | Q3 2023 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Management, Inc. | 9 | 1 | 0.00% | 0.19% | 0.61% | Q1 2014 | Q2 2022 | 20 |
Voya Financial Advisors, Inc. | 20 | 20 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q4 2021 | 20 |
SENTRY INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.08% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKETS CORP | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Norinchukin Bank, The | 20 | 20 | 0.02% | 0.26% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2022 | 19 |
MUFG Americas Holdings Corp | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2022 | 19 |
Prospera Financial Services Inc | 12 | 2 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 10 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2022 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.20% | 0.37% | 0.68% | Q1 2019 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q4 2017 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Grantham, Mayo, Van Otterloo & Co. LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 19 |
NN Investment Partners Holdings N.V. | 12 | 7 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q1 2022 | 19 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q2 2021 | 19 |
Bridgeworth, LLC | 18 | 1 | 0.00% | 0.35% | 0.57% | Q2 2018 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 19 |
Venturi Wealth Management, LLC | 14 | 5 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 11 | 8 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 19 |
PIEDMONT INVESTMENT ADVISORS INC | 10 | 9 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2020 | 19 |
Dai-ichi Life Insurance Company, Ltd | 19 | 19 | 0.08% | 0.13% | 0.18% | Q3 2018 | Q1 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 19 |
JGP Wealth Management, LLC | 19 | 19 | 1.23% | 1.91% | 2.92% | Q1 2019 | Q3 2023 | 19 |
Kentucky Retirement Systems Insurance Trust Fund | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Calamos Advisors LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 18 |
WADDELL & REED FINANCIAL INC | 15 | 3 | 0.06% | 0.08% | 0.14% | Q2 2013 | Q2 2019 | 18 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 1 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q1 2023 | 18 |
BOSTON ADVISORS LLC | 17 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2019 | 18 |
Legacy Financial Advisors, Inc. | 12 | 6 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 10 | 1 | 0.00% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.19% | 0.28% | 0.34% | Q1 2019 | Q3 2023 | 18 |
PARNASSUS INVESTMENTS, LLC | 18 | 18 | 0.25% | 0.48% | 0.64% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.04% | 0.31% | Q3 2016 | Q3 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
QUEST INVESTMENT MANAGEMENT LLC | 11 | 6 | 0.04% | 0.58% | 2.08% | Q2 2013 | Q3 2021 | 17 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2017 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
PICTET ASSET MANAGEMENT LTD | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q2 2021 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Ardevora Asset Management LLP | 17 | 17 | 0.86% | 1.05% | 1.32% | Q3 2016 | Q3 2020 | 17 |
FORSTA AP-FONDEN | 15 | 2 | 0.00% | 0.06% | 0.27% | Q2 2018 | Q3 2023 | 17 |
ING GROEP NV | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q1 2023 | 17 |
WINTON GROUP Ltd | 8 | 2 | 0.02% | 0.11% | 0.30% | Q2 2014 | Q1 2023 | 17 |
COLDSTREAM CAPITAL MANAGEMENT INC | 17 | 17 | 0.08% | 0.10% | 0.15% | Q4 2015 | Q4 2019 | 17 |
Laird Norton Wetherby Wealth Management, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
AEGON ASSET MANAGEMENT UK PLC | 17 | 17 | 0.12% | 0.19% | 0.30% | Q1 2015 | Q1 2019 | 17 |
Symmetry Partners, LLC | 9 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 17 |
RR PARTNERS LP | 17 | 17 | 1.53% | 1.96% | 2.51% | Q2 2013 | Q2 2017 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.42% | 1.31% | 1.74% | Q2 2017 | Q2 2021 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2019 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.17% | 0.35% | Q4 2018 | Q4 2022 | 17 |
Bishop Rock Capital, L.P. | 17 | 17 | 0.76% | 5.20% | 6.65% | Q4 2016 | Q4 2020 | 17 |
DAVENPORT & Co LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 17 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 17 |
MOODY ALDRICH PARTNERS LLC | 12 | 1 | 0.04% | 0.15% | 0.45% | Q1 2016 | Q3 2022 | 17 |
Financial Architects, Inc | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 17 |
CAPITAL ADVISORS INC/OK | 16 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 17 |
CHICAGO EQUITY PARTNERS LLC | 9 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q1 2020 | 17 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 16 |
Intercontinental Wealth Advisors, LLC | 14 | 2 | 0.05% | 0.24% | 0.37% | Q4 2018 | Q2 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.05% | 0.16% | Q3 2013 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.15% | 0.48% | 0.83% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.94% | 1.09% | 1.32% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.47% | 0.54% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.22% | 0.35% | 0.63% | Q4 2019 | Q3 2023 | 16 |
Candriam S.C.A. | 12 | 4 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q1 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 16 |
OAK ASSOCIATES LTD /OH/ | 16 | 16 | 0.11% | 0.16% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 16 | 16 | 0.00% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Haverford Trust Co | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NumerixS Investment Technologies Inc | 11 | 2 | 0.01% | 0.08% | 0.24% | Q4 2015 | Q2 2020 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.15% | 0.21% | 0.27% | Q2 2013 | Q1 2017 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.30% | 1.02% | 1.59% | Q2 2013 | Q1 2017 | 16 |
CULLEN/FROST BANKERS, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 16 | 16 | 0.13% | 0.21% | 0.29% | Q2 2019 | Q1 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
New England Private Wealth Advisors LLC | 16 | 16 | 0.09% | 0.10% | 0.13% | Q4 2015 | Q3 2019 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.22% | 0.32% | 0.42% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 15 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2022 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.62% | 0.89% | 1.52% | Q4 2014 | Q3 2018 | 16 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.02% | 0.11% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.06% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 15 | 15 | 0.53% | 0.86% | 1.13% | Q1 2020 | Q3 2023 | 15 |
FENIMORE ASSET MANAGEMENT INC | 15 | 15 | 0.30% | 0.81% | 1.16% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 10 | 5 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Altshuler Shaham Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 15 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 15 |
FORTALEZA ASSET MANAGEMENT INC/ | 15 | 15 | 0.00% | 0.14% | 0.32% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.32% | 0.49% | 1.11% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.03% | 0.08% | 0.21% | Q1 2019 | Q3 2022 | 15 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 15 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 13 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q2 2023 | 15 |
Smithfield Trust Co | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
BAMCO INC /NY/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
FIRST MERCANTILE TRUST CO | 14 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q2 2020 | 15 |
Penserra Capital Management LLC | 11 | 4 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 15 |
Holocene Advisors, LP | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 15 |
Horizon Investments, LLC | 7 | 1 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 15 |
BOWEN HANES & CO INC | 15 | 15 | 0.89% | 1.15% | 1.41% | Q1 2016 | Q3 2019 | 15 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.00% | 0.10% | 0.63% | Q3 2012 | Q3 2020 | 15 |
Tortoise Index Solutions, LLC | 15 | 15 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2022 | 15 |
AMJ Financial Wealth Management | 15 | 15 | 0.09% | 0.24% | 0.80% | Q4 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Palo Capital, Inc. | 15 | 15 | 0.65% | 1.08% | 1.30% | Q2 2015 | Q4 2018 | 15 |
Spot Trading L.L.C | 7 | 7 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2015 | 15 |
FORBES J M & CO LLP | 15 | 15 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Smith, Graham & Co., Investment Advisors, LP | 14 | 14 | 0.63% | 1.01% | 1.19% | Q2 2013 | Q3 2016 | 14 |
AHL Partners LLP | 14 | 14 | 0.03% | 0.18% | 0.47% | Q3 2014 | Q4 2017 | 14 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 14 |
AGF Investments LLC | 8 | 1 | 0.01% | 0.13% | 0.33% | Q4 2016 | Q3 2022 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
Moors & Cabot, Inc. | 10 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 14 |
Martin Capital Partners, LLC | 14 | 14 | 0.18% | 0.30% | 0.42% | Q3 2020 | Q4 2023 | 14 |
National Pension Service | 7 | 7 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Plante Moran Financial Advisors, LLC | 12 | 2 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q1 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 14 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MACKAY SHIELDS LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Ninety One UK Ltd | 14 | 14 | 0.02% | 0.06% | 0.11% | Q3 2016 | Q4 2019 | 14 |
1st Global Advisors, Inc. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2016 | 14 |
FIRST NATIONAL BANK OF OMAHA | 8 | 6 | 0.01% | 0.09% | 0.15% | Q1 2014 | Q3 2018 | 14 |
Perkins Investment Management, LLC | 14 | 14 | 0.13% | 0.61% | 1.40% | Q4 2013 | Q1 2017 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.11% | 0.58% | Q2 2020 | Q3 2023 | 14 |
FIRST CITIZENS BANK & TRUST CO | 12 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2018 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.03% | 0.15% | 0.30% | Q4 2018 | Q1 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.02% | 0.09% | 0.28% | Q2 2020 | Q3 2023 | 14 |
HERMES INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.50% | 0.63% | 0.86% | Q1 2015 | Q2 2018 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Spectrum Management Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2020 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q2 2019 | 14 |
Lindbrook Capital, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Tredje AP-fonden | 5 | 4 | 0.03% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 14 |
ClearBridge Investments | 14 | 14 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q4 2021 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.05% | 0.14% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2021 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 14 |
RIVERBRIDGE PARTNERS LLC | 14 | 14 | 0.34% | 0.56% | 0.92% | Q2 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 6 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q2 2023 | 14 |
BROADVIEW ADVISORS LLC | 13 | 13 | 0.06% | 0.16% | 0.37% | Q2 2013 | Q2 2016 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.04% | 0.13% | 0.93% | Q2 2016 | Q2 2019 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.46% | 0.58% | 0.72% | Q4 2015 | Q4 2018 | 13 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 13 | 13 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q2 2021 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 13 |
Rathbones Group PLC | 13 | 13 | 0.28% | 0.59% | 1.12% | Q1 2020 | Q1 2023 | 13 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.05% | 0.43% | 1.62% | Q1 2014 | Q3 2023 | 13 |
DnB Asset Management AS | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.02% | 0.08% | 0.25% | Q2 2017 | Q2 2020 | 13 |
WESTPORT ASSET MANAGEMENT INC | 13 | 13 | 0.84% | 1.55% | 2.32% | Q2 2013 | Q2 2016 | 13 |
Cornerstone Advisors, Inc. | 11 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 13 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
OSSIAM | 8 | 2 | 0.00% | 0.03% | 0.13% | Q2 2019 | Q3 2023 | 13 |
Lipe & Dalton | 13 | 13 | 1.64% | 1.91% | 2.41% | Q3 2020 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.06% | 0.23% | Q2 2018 | Q1 2023 | 13 |
Icon Wealth Partners, LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 13 |
Dakota Wealth Management | 9 | 4 | 0.01% | 0.21% | 0.57% | Q2 2018 | Q2 2023 | 13 |
Taylor Frigon Capital Management LLC | 13 | 13 | 0.29% | 0.52% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.05% | 0.14% | 0.58% | Q1 2014 | Q1 2023 | 12 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.09% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q2 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.20% | 0.52% | Q2 2020 | Q1 2023 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 12 |
Redpoint Investment Management Pty Ltd | 7 | 5 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2022 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Natixis Investment Managers International | 10 | 2 | 0.01% | 1.18% | 2.98% | Q2 2018 | Q1 2023 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.06% | 0.20% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.21% | 0.95% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.28% | 0.45% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
Bell Asset Management Ltd | 12 | 12 | 1.03% | 1.36% | 1.67% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Edge Capital Group, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 12 |
Artemis Investment Management LLP | 11 | 1 | 0.03% | 0.18% | 0.49% | Q1 2018 | Q3 2022 | 12 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7 | 5 | 0.64% | 1.30% | 2.26% | Q2 2013 | Q4 2022 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q1 2016 | 12 |
Bartlett & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 12 |
Capital International Sarl | 9 | 3 | 0.05% | 0.25% | 0.61% | Q1 2020 | Q3 2023 | 12 |
Guinness Asset Management LTD | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.11% | 0.20% | 0.30% | Q1 2019 | Q4 2021 | 12 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 12 | 0.07% | 1.19% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Dorsey Wright & Associates | 4 | 4 | 0.07% | 0.15% | 0.27% | Q2 2013 | Q2 2018 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.05% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Capital Research Global Investors | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.08% | 0.28% | 0.56% | Q4 2014 | Q3 2017 | 12 |
Mandatum Life Insurance Co Ltd | 12 | 12 | 0.67% | 0.93% | 1.28% | Q4 2018 | Q3 2021 | 12 |
Sarasin & Partners LLP | 12 | 12 | 0.22% | 1.51% | 2.33% | Q2 2020 | Q1 2023 | 12 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.03% | 0.06% | 0.14% | Q4 2017 | Q2 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q2 2021 | 11 |
TFC Financial Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.08% | 0.24% | 0.55% | Q2 2013 | Q4 2017 | 11 |
Quadrature Capital Ltd | 6 | 1 | 0.03% | 0.17% | 0.45% | Q2 2016 | Q3 2023 | 11 |
AMG National Trust Bank | 11 | 11 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.07% | 0.25% | Q3 2019 | Q3 2023 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.28% | 0.42% | 0.71% | Q4 2019 | Q2 2022 | 11 |
Employees Retirement System of Texas | 9 | 2 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q2 2019 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
JENNISON ASSOCIATES LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q1 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 5.63% | 8.80% | 13.95% | Q4 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q2 2019 | 11 |
MAVERICK CAPITAL LTD | 10 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q1 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OCCUDO QUANTITATIVE STRATEGIES LP | 10 | 1 | 0.04% | 0.23% | 0.64% | Q4 2020 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Pettee Investors, Inc. | 11 | 11 | 0.18% | 0.35% | 0.46% | Q3 2019 | Q1 2022 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.23% | 0.38% | 0.53% | Q4 2017 | Q2 2020 | 11 |
LONDON CO OF VIRGINIA | 11 | 11 | 0.19% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 11 |
PineBridge Investments, L.P. | 4 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q3 2023 | 11 |
LOOMIS SAYLES & CO L P | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Advisor OS, LLC | 11 | 11 | 0.06% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.05% | 0.21% | Q1 2016 | Q2 2021 | 11 |
EMERALD ADVISERS, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2020 | 11 |
Donald L. Hagan, LLC | 11 | 11 | 0.33% | 0.72% | 1.02% | Q4 2014 | Q2 2017 | 11 |
MinichMacGregor Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Ellevest, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Pine River Capital Management L.P. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Community Financial Services Group, LLC | 7 | 1 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q2 2020 | 10 |
Schonfeld Strategic Advisors LLC | 6 | 4 | 0.00% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.10% | 0.22% | Q2 2016 | Q3 2023 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.19% | 0.28% | 0.35% | Q2 2020 | Q3 2022 | 10 |
Curated Wealth Partners LLC | 6 | 4 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.18% | 0.31% | 0.42% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 8 | 2 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q4 2022 | 10 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.15% | 0.25% | Q3 2020 | Q3 2023 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Quantinno Capital Management LP | 8 | 2 | 0.04% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 10 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.04% | 0.19% | Q2 2019 | Q3 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.10% | 0.18% | 0.32% | Q2 2013 | Q3 2015 | 10 |
TOBAM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.01% | 0.04% | 0.17% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 4 | 2 | 0.02% | 0.06% | 0.15% | Q3 2014 | Q4 2019 | 10 |
Trust CO of the Ozarks | 10 | 10 | 26.35% | 38.69% | 42.34% | Q2 2013 | Q3 2015 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
SMITH ASSET MANAGEMENT GROUP LP | 8 | 2 | 0.37% | 0.98% | 1.21% | Q2 2013 | Q2 2020 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Donoghue Forlines LLC | 9 | 1 | 0.10% | 0.22% | 0.51% | Q4 2020 | Q2 2023 | 10 |
EVERENCE CAPITAL MANAGEMENT INC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
FORA Capital, LLC | 3 | 1 | 0.03% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
KENNEDY CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 10 |
KEELEY ASSET MANAGEMENT CORP | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2021 | 10 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.36% | 0.46% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 3 | 3 | 0.02% | 0.09% | 0.32% | Q4 2020 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2022 | 9 |
Walker Asset Management, LLC | 9 | 9 | 29.18% | 35.48% | 39.84% | Q4 2021 | Q4 2023 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.05% | 0.10% | 0.17% | Q4 2015 | Q4 2017 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 9 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.05% | 0.16% | Q4 2018 | Q1 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q3 2013 | Q3 2019 | 9 |
FIL Ltd | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q1 2021 | 9 |
Dougherty Wealth Advisers LLC | 9 | 9 | 0.11% | 0.20% | 0.28% | Q4 2018 | Q4 2020 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Vontobel Holding Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
BlackRock Japan Co. Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 9 |
PGGM Investments | 5 | 4 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 9 |
HWG Holdings LP | 7 | 2 | 0.00% | 0.48% | 2.65% | Q2 2018 | Q3 2020 | 9 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q2 2023 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 8 | 1 | 0.32% | 0.75% | 0.97% | Q2 2013 | Q2 2022 | 9 |
Dynamic Capital Management Ltd | 4 | 1 | 0.09% | 0.68% | 4.66% | Q1 2014 | Q3 2018 | 9 |
Maple Capital Management, Inc. | 9 | 9 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q4 2016 | 9 |
Ativo Capital Management LLC | 9 | 9 | 0.14% | 0.37% | 0.49% | Q1 2015 | Q1 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 9 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 8 | 1 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q2 2023 | 9 |
Omnia Family Wealth, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2019 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2021 | 9 |
HALL LAURIE J TRUSTEE | 7 | 2 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q4 2020 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 2 | 1 | 0.03% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 9 |
Sciencast Management LP | 3 | 1 | 0.07% | 0.29% | 0.54% | Q4 2016 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q2 2020 | 8 |
Quantamental Technologies LLC | 2 | 1 | 0.09% | 0.27% | 0.81% | Q4 2018 | Q3 2022 | 8 |
AGF INVESTMENTS INC. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TURNER INVESTMENTS LLC | 7 | 1 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q2 2016 | 8 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.13% | 0.20% | 0.37% | Q3 2016 | Q4 2019 | 8 |
OAKBROOK INVESTMENTS LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q2 2019 | 8 |
Machina Capital S.A.S. | 3 | 2 | 0.16% | 0.42% | 1.13% | Q1 2019 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2020 | 8 |
WESTWOOD HOLDINGS GROUP INC | 7 | 1 | 0.00% | 0.29% | 0.35% | Q2 2013 | Q4 2019 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
AtonRa Partners | 7 | 1 | 0.45% | 0.70% | 0.91% | Q4 2020 | Q3 2023 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Balentine LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 8 |
Garde Capital, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
WEALTHFRONT Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 8 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q1 2019 | 8 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q4 2022 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Kalos Management, Inc. | 7 | 7 | 0.00% | 0.47% | 0.63% | Q4 2015 | Q2 2017 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 2 | 0.04% | 0.38% | 0.67% | Q3 2019 | Q4 2021 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
DENVER INVESTMENT ADVISORS LLC | 8 | 8 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Manchester Capital Management LLC | 4 | 2 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 8 |
Ergoteles LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.12% | 0.50% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
1832 Asset Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 2 | 0.05% | 0.58% | 0.90% | Q4 2015 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Seven Bridges Advisors LLC | 8 | 8 | 0.23% | 0.30% | 0.36% | Q4 2015 | Q3 2017 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.30% | 0.37% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
VONTOBEL ASSET MANAGEMENT INC | 8 | 8 | 0.01% | 0.15% | 0.28% | Q3 2013 | Q2 2015 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Tandem Investment Advisors, Inc. | 8 | 8 | 2.06% | 2.61% | 3.02% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.73% | 0.88% | 1.03% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Harvest Fund Management Co., Ltd | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2020 | 8 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.22% | 0.41% | 0.58% | Q1 2019 | Q1 2021 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ACCOUNT MANAGEMENT LLC | 8 | 8 | 2.40% | 2.90% | 3.98% | Q4 2018 | Q3 2020 | 8 |
Hutchin Hill Capital, LP | 4 | 1 | 0.02% | 0.11% | 0.17% | Q3 2013 | Q3 2017 | 8 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 8 | 8 | 0.05% | 0.06% | 0.09% | Q1 2018 | Q4 2019 | 8 |
MGO ONE SEVEN LLC | 6 | 2 | 0.13% | 0.17% | 0.20% | Q4 2017 | Q4 2019 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.32% | 0.39% | 0.46% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CARILLON TOWER ADVISERS, INC. | 8 | 8 | 0.00% | 0.08% | 0.13% | Q4 2017 | Q3 2019 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.32% | 0.53% | 0.88% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
WASHINGTON TRUST BANK | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 5 | 2 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2022 | 7 |
Santa Fe Partners LLC | 5 | 1 | 0.05% | 0.14% | 0.33% | Q3 2013 | Q4 2015 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q1 2023 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
SMITH HAYES Advisers, Inc | 7 | 7 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2014 | 7 |
Assured Investment Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q4 2019 | 7 |
Eventide Asset Management | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2021 | 7 |
Motley Fool Asset Management LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
AIA Group Ltd | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.03% | 0.19% | Q2 2017 | Q2 2023 | 7 |
BERNZOTT CAPITAL ADVISORS | 7 | 7 | 1.69% | 1.85% | 2.01% | Q2 2013 | Q4 2014 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Krane Funds Advisors LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 7 |
Cipher Capital LP | 4 | 1 | 0.05% | 0.16% | 0.28% | Q1 2016 | Q1 2021 | 7 |
Invictus RG Pte. Ltd. | 7 | 7 | 0.02% | 0.23% | 0.45% | Q2 2013 | Q4 2014 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2017 | 7 |
Empirical Finance, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 7 |
GENESEE VALLEY TRUST CO | 7 | 7 | 0.16% | 0.19% | 0.24% | Q3 2016 | Q1 2018 | 7 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 7 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.03% | 0.11% | 0.19% | Q3 2013 | Q2 2023 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.15% | 0.34% | Q4 2016 | Q1 2022 | 7 |
KWMG, LLC | 4 | 3 | 0.01% | 0.09% | 0.21% | Q2 2015 | Q1 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.21% | 0.46% | Q4 2016 | Q3 2023 | 7 |
Invictus RG | 5 | 1 | 0.17% | 0.35% | 0.68% | Q4 2015 | Q3 2018 | 7 |
Oribel Capital Management, LP | 5 | 2 | 0.05% | 0.25% | 0.67% | Q1 2020 | Q1 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
First Command Bank | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
First Command Financial Services, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.04% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
6 Meridian | 5 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 7 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 7 | 0.00% | 0.07% | 0.13% | Q4 2018 | Q2 2020 | 7 |
Integrated Wealth Concepts LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 7 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 7 |
Landmark Bank | 7 | 7 | 0.68% | 1.77% | 2.09% | Q2 2018 | Q4 2019 | 7 |
VILLERE ST DENIS J & CO LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2020 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q4 2022 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.07% | 0.21% | 0.36% | Q1 2016 | Q2 2021 | 7 |
FRED ALGER MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
ANALYTIC INVESTORS, LLC | 7 | 7 | 0.02% | 0.17% | 0.28% | Q1 2015 | Q3 2016 | 7 |
WASATCH ADVISORS LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.05% | 0.08% | 0.13% | Q2 2016 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2021 | 7 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 7 |
STERLING INVESTMENT ADVISORS LLC /ADV | 7 | 7 | 0.24% | 0.28% | 0.30% | Q4 2014 | Q2 2016 | 7 |
Capital Advisors, Ltd. LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.09% | 0.21% | Q3 2015 | Q3 2022 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.32% | 0.43% | 0.50% | Q1 2022 | Q3 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 4 | 2 | 0.09% | 0.60% | 0.99% | Q1 2021 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
ARBOR CAPITAL MANAGEMENT LLC | 6 | 6 | 0.41% | 0.76% | 0.99% | Q3 2014 | Q4 2015 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.09% | 0.28% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Douglass Winthrop Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
TOEWS CORP /ADV | 3 | 1 | 0.08% | 0.53% | 0.82% | Q1 2020 | Q4 2022 | 6 |
Corient Capital Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 6 |
State of Wyoming | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Pearl River Capital, LLC | 4 | 1 | 0.10% | 0.27% | 0.48% | Q4 2018 | Q1 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Herold Advisors, Inc. | 6 | 6 | 0.52% | 0.60% | 0.71% | Q3 2021 | Q4 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.20% | 0.42% | Q2 2016 | Q3 2021 | 6 |
Summit Global Investments | 5 | 1 | 0.11% | 1.15% | 2.42% | Q4 2019 | Q2 2022 | 6 |
Olympiad Research LP | 3 | 1 | 0.07% | 0.15% | 0.30% | Q4 2019 | Q4 2021 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 6 |
Arden Trust Co | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2020 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2017 | 6 |
Calvert Investment Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 6 |
Bell Bank | 6 | 6 | 0.10% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.09% | 0.12% | 0.19% | Q1 2021 | Q2 2022 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 6 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2019 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.14% | 0.29% | Q4 2018 | Q1 2023 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.19% | 0.37% | 0.77% | Q4 2016 | Q2 2019 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
West Family Investments, Inc. | 4 | 2 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q4 2022 | 6 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q2 2015 | 5 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q2 2014 | 5 |
WRAPMANAGER INC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q2 2016 | Q2 2017 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2020 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
DONALDSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
J. W. Coons Advisors, LLC | 5 | 5 | 0.08% | 0.35% | 0.50% | Q1 2020 | Q1 2021 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.04% | 0.04% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.06% | 0.49% | 0.66% | Q4 2017 | Q4 2018 | 5 |
Power Corp of Canada | 5 | 5 | 0.30% | 0.43% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q1 2018 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q4 2020 | Q4 2021 | 5 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.26% | 0.33% | 0.36% | Q2 2013 | Q2 2014 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 5 |
Cerebellum GP, LLC | 4 | 1 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q2 2020 | 5 |
FSM Wealth Advisors, LLC | 5 | 5 | 0.27% | 0.37% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Perimeter Capital Partners, LLC | 5 | 5 | 0.06% | 0.19% | 0.30% | Q2 2013 | Q2 2014 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Metis Global Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q1 2015 | 5 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.17% | 0.37% | 0.49% | Q4 2021 | Q2 2023 | 5 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.09% | 0.21% | Q3 2016 | Q1 2018 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.02% | 0.06% | 0.07% | Q4 2017 | Q4 2018 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.10% | 0.14% | 0.23% | Q1 2016 | Q1 2017 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.09% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.01% | 0.17% | 0.25% | Q4 2017 | Q1 2020 | 5 |
KB FINANCIAL PARTNERS, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.23% | 0.29% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.12% | 0.36% | Q2 2019 | Q1 2023 | 5 |
Beacon Pointe Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
OneAscent Financial Services LLC | 4 | 1 | 0.15% | 0.27% | 0.47% | Q2 2020 | Q4 2021 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2023 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.02% | 0.26% | 0.36% | Q2 2013 | Q2 2014 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.19% | 0.32% | Q4 2019 | Q4 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
PUTNAM INVESTMENTS LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2020 | 5 |
Oak Thistle LLC | 3 | 1 | 0.15% | 0.54% | 1.27% | Q1 2022 | Q3 2023 | 5 |
Alaska Permanent Fund Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Impax Asset Management Group plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Visionary Asset Management, Inc. | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2017 | Q3 2018 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 5 |
GQ Asset Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q1 2019 | Q1 2020 | 5 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q2 2020 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 5 | 5 | 0.09% | 0.19% | 0.29% | Q2 2022 | Q2 2023 | 5 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.28% | 0.33% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.15% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q1 2018 | 4 |
Kensington Investment Counsel, LLC | 3 | 1 | 0.75% | 0.76% | 0.81% | Q4 2020 | Q4 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Prana Capital Management, LP | 2 | 1 | 0.27% | 0.62% | 1.03% | Q3 2020 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Man Investments Ltd | 4 | 4 | 0.02% | 0.11% | 0.33% | Q3 2013 | Q2 2014 | 4 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2018 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.09% | 0.15% | 0.20% | Q2 2022 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CenterBook Partners LP | 4 | 4 | 0.06% | 0.14% | 0.22% | Q3 2022 | Q2 2023 | 4 |
HST Ventures, LLC | 3 | 1 | 0.79% | 2.25% | 4.82% | Q3 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.01% | 0.33% | 0.52% | Q2 2013 | Q1 2014 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.74% | 0.82% | 0.86% | Q4 2022 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.12% | 0.17% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.05% | 0.11% | 0.27% | Q2 2016 | Q3 2022 | 4 |
Financial Connections Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN CAPITAL LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Meiji Yasuda Life Insurance Co | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q2 2018 | 4 |
ALLSTATE CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Pensionfund Sabic | 4 | 4 | 0.37% | 0.40% | 0.45% | Q3 2022 | Q2 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Ceredex Value Advisors LLC | 4 | 4 | 0.00% | 0.42% | 0.90% | Q3 2020 | Q2 2021 | 4 |
LUCUS ADVISORS LLC | 4 | 4 | 0.21% | 0.25% | 0.28% | Q4 2014 | Q3 2015 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Greenwich Wealth Management LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q2 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.20% | 0.44% | Q2 2020 | Q4 2021 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Forward Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q2 2016 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Covenant Partners, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CLINTON GROUP INC | 1 | 1 | 0.04% | 0.08% | 0.15% | Q1 2014 | Q1 2017 | 4 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q1 2018 | Q4 2021 | 4 |
LMR Partners LLP | 1 | 1 | 0.00% | 0.13% | 0.42% | Q1 2016 | Q2 2020 | 4 |
CLEARBRIDGE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Apollon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2017 | Q2 2018 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Blooom, Inc. | 4 | 4 | 0.26% | 0.49% | 0.72% | Q4 2021 | Q3 2022 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q3 2016 | 4 |
Qtron Investments LLC | 3 | 1 | 0.04% | 0.16% | 0.30% | Q1 2020 | Q4 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
361 CAPITAL LLC | 2 | 2 | 0.42% | 0.54% | 0.63% | Q2 2018 | Q2 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.05% | 0.10% | Q1 2019 | Q4 2019 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 0.28% | 0.33% | 0.39% | Q2 2013 | Q1 2014 | 4 |
Ethic Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
MONTAGE INVESTMENTS, LLC | 4 | 4 | 0.90% | 1.65% | 3.32% | Q4 2015 | Q3 2016 | 4 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.03% | 0.42% | 0.64% | Q3 2015 | Q3 2016 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Detalus Advisors, LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.71% | 0.85% | 0.98% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q1 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Sonen Capital LLC | 4 | 4 | 0.64% | 1.22% | 1.81% | Q4 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Hixon Zuercher, LLC | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Spark Investment Management LLC | 3 | 1 | 0.08% | 0.13% | 0.24% | Q3 2014 | Q4 2019 | 4 |
Souders Financial Advisors | 4 | 4 | 0.31% | 0.38% | 0.46% | Q1 2020 | Q4 2020 | 4 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2022 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q1 2019 | Q4 2019 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 4 | 0.23% | 0.25% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Parametrica Management Ltd | 2 | 2 | 0.10% | 0.29% | 0.55% | Q2 2017 | Q4 2018 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.23% | 0.27% | 0.31% | Q1 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.39% | 0.40% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 1 | 0.17% | 0.27% | 0.33% | Q3 2018 | Q3 2019 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Neo Ivy Capital Management | 2 | 1 | 0.02% | 0.21% | 0.59% | Q4 2018 | Q4 2020 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Aurora Investment Counsel | 3 | 3 | 0.93% | 0.94% | 0.94% | Q2 2013 | Q4 2013 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.09% | 0.24% | 0.38% | Q4 2017 | Q4 2018 | 3 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q1 2019 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Alpine Peaks Capital, LP | 3 | 3 | 2.83% | 3.48% | 3.81% | Q1 2023 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.02% | 0.17% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.02% | 0.14% | 0.30% | Q4 2018 | Q2 2019 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.19% | 0.37% | Q2 2016 | Q3 2019 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.09% | 0.31% | 0.45% | Q1 2016 | Q3 2016 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.06% | 0.28% | 0.72% | Q4 2016 | Q2 2020 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
EVOKE WEALTH, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 3 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2020 | 3 |
Origin Asset Management LLP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 3 |
Airain ltd | 1 | 1 | 0.03% | 0.08% | 0.15% | Q3 2013 | Q3 2016 | 3 |
J.Safra Asset Management Corp | 2 | 1 | 0.07% | 0.17% | 0.38% | Q4 2015 | Q3 2016 | 3 |
LRT Capital Management, LLC | 3 | 3 | 1.39% | 1.42% | 1.46% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Handelsinvest Investeringsforvaltning | 3 | 3 | 0.92% | 2.01% | 3.06% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ascent Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q4 2022 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.01% | 0.11% | 0.16% | Q2 2017 | Q2 2020 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EHP Funds Inc. | 3 | 3 | 0.45% | 0.62% | 0.76% | Q2 2022 | Q4 2022 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.05% | 0.65% | 1.83% | Q3 2013 | Q3 2022 | 3 |
Piermont Capital Management Inc. | 3 | 3 | 0.07% | 0.14% | 0.18% | Q1 2016 | Q3 2016 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.23% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q4 2014 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TCW GROUP INC | 3 | 3 | 0.02% | 0.11% | 0.16% | Q1 2020 | Q3 2020 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.09% | 0.13% | Q1 2014 | Q1 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
JSF Financial, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q3 2022 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.06% | 0.15% | 0.29% | Q4 2021 | Q3 2023 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.10% | 0.35% | 0.56% | Q4 2022 | Q3 2023 | 3 |
Convergence Investment Partners, LLC | 3 | 3 | 0.16% | 0.20% | 0.24% | Q2 2022 | Q4 2022 | 3 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 3 |
KHP Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CARLSON CAPITAL L P | 2 | 1 | 0.12% | 0.21% | 0.30% | Q4 2014 | Q4 2022 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.09% | 0.13% | 0.18% | Q2 2016 | Q4 2016 | 3 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q1 2019 | 3 |
TRILLIUM ASSET MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Kames Capital Management Ltd | 3 | 3 | 0.06% | 0.13% | 0.19% | Q2 2014 | Q4 2014 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q4 2013 | Q2 2014 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Junto Capital Management LP | 2 | 1 | 0.19% | 0.95% | 1.89% | Q1 2020 | Q4 2020 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.05% | 0.19% | 0.41% | Q3 2020 | Q1 2021 | 3 |
FAS Wealth Partners, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.01% | 0.18% | 0.32% | Q1 2016 | Q3 2016 | 3 |
HARDING LOEVNER LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 1.30% | 1.34% | 1.36% | Q1 2021 | Q3 2021 | 3 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.11% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 3 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Goodman Advisory Group, LLC | 2 | 1 | 0.64% | 1.26% | 1.56% | Q4 2021 | Q3 2023 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Parkwood LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Fernwood Investment Management, LLC | 3 | 3 | 0.74% | 0.80% | 0.87% | Q4 2013 | Q2 2014 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q4 2020 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q2 2022 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 3 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 3 | 3 | 0.74% | 0.76% | 0.78% | Q2 2013 | Q4 2013 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q2 2020 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q4 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2023 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2017 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.43% | 0.72% | Q1 2017 | Q3 2018 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.02% | 0.10% | 0.17% | Q2 2022 | Q3 2022 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 2 |
CIM, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2016 | Q1 2017 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 3.92% | 7.69% | Q1 2015 | Q1 2018 | 2 |
PFG Advisors | 2 | 2 | 0.35% | 0.35% | 0.36% | Q4 2018 | Q1 2019 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2016 | Q2 2017 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.51% | 0.53% | 0.55% | Q4 2019 | Q2 2020 | 2 |
Newfound Research LLC | 2 | 2 | 0.07% | 0.16% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2022 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Argent Trust Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q2 2017 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.62% | 0.69% | 0.77% | Q3 2018 | Q2 2020 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q1 2019 | 2 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
MANA Advisors LLC | 1 | 1 | 0.53% | 0.81% | 1.10% | Q3 2018 | Q2 2019 | 2 |
Verity Asset Management, Inc. | 1 | 1 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q3 2022 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q2 2021 | 2 |
First National Bank of South Miami | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.48% | 0.81% | Q4 2019 | Q2 2021 | 2 |
BANK OF STOCKTON | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.44% | 0.88% | Q3 2019 | Q1 2020 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.54% | 0.82% | Q1 2019 | Q3 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Wahed Invest LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Summit Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Lyon Street Capital, LLC | 2 | 2 | 0.88% | 0.94% | 1.00% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.11% | 0.14% | 0.18% | Q3 2013 | Q1 2014 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.17% | 0.22% | 0.28% | Q4 2021 | Q1 2023 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2022 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.29% | 0.32% | 0.34% | Q4 2020 | Q1 2021 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Vulcan Value Partners, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2015 | Q3 2015 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Investment Management Corp of Ontario | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q2 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.04% | 0.17% | 0.30% | Q1 2014 | Q2 2019 | 2 |
Phase 2 Partners, LLC | 2 | 2 | 2.53% | 2.78% | 3.02% | Q4 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.62% | 0.69% | 0.75% | Q1 2021 | Q2 2021 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.44% | 0.88% | Q2 2022 | Q4 2022 | 2 |
AM Squared Ltd | 2 | 2 | 0.04% | 0.16% | 0.28% | Q1 2023 | Q2 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 2 |
Kolinsky Wealth Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.48% | 0.95% | Q4 2021 | Q1 2022 | 2 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
CTC Capital Management, LLC | 1 | 1 | 0.45% | 0.57% | 0.70% | Q2 2022 | Q4 2022 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q1 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.17% | 0.42% | 0.68% | Q1 2023 | Q3 2023 | 2 |
Crestline Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.17% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Schoolcraft Capital LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.70% | 0.89% | 1.07% | Q4 2020 | Q2 2022 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 2 |
BANK OF HAWAII | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2015 | Q4 2015 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q2 2019 | 2 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
West Coast Financial LLC | 2 | 2 | 0.94% | 0.95% | 0.96% | Q2 2023 | Q3 2023 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2017 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.33% | 0.36% | 0.38% | Q2 2013 | Q3 2013 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2021 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 2 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BBVA USA | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.01% | 0.10% | 0.19% | Q1 2020 | Q2 2020 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.09% | 0.17% | Q2 2017 | Q3 2019 | 2 |
Willis Investment Counsel | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Champlain Investment Partners, LLC | 2 | 2 | 0.90% | 1.05% | 1.19% | Q1 2013 | Q2 2013 | 2 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2014 | Q4 2014 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.30% | 0.58% | Q2 2014 | Q3 2020 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2014 | Q4 2015 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2017 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Zions Bancorporation | 1 | 1 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q3 2018 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Parplus Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
DEERE & CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Truadvice, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Findlay Park Partners LLP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 9.26% | 9.26% | 9.26% | Q4 2015 | Q4 2015 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2020 | Q3 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
S.A. Mason LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2022 | Q3 2022 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2022 | Q2 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Woodline Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Gillson Capital LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2018 | Q4 2018 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Matarin Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Versor Investments LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2016 | Q1 2016 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Aristides Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2016 | Q1 2016 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2023 | Q2 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Intersect Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2015 | Q4 2015 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2020 | Q4 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2017 | Q2 2017 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Numerai GP LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2023 | Q1 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own HENRY JACK & ASSOC INC or have owned HENRY JACK & ASSOC INC in the past.