Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.16% | Q1 2012 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 124 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 113 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 109 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 105 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 29 | 12 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 99 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.02% | 0.21% | Q1 2014 | Q3 2023 | 97 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 88 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 85 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.11% | Q1 2012 | Q3 2023 | 78 |
Twin Tree Management, LP | 29 | 1 | 0.00% | 0.06% | 0.45% | Q4 2013 | Q2 2023 | 78 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 4 | 0.00% | 0.04% | 0.67% | Q2 2013 | Q3 2023 | 76 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.21% | Q1 2013 | Q3 2023 | 75 |
Walleye Trading LLC | 30 | 30 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2023 | 74 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 72 |
Cutler Group LLC / CA | 17 | 1 | 0.00% | 0.11% | 0.92% | Q4 2015 | Q3 2023 | 69 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 60 |
Jefferies Group LLC | 27 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q2 2022 | 60 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 60 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.32% | Q3 2018 | Q3 2023 | 58 |
NOMURA HOLDINGS INC | 23 | 3 | 0.00% | 0.05% | 0.50% | Q4 2012 | Q3 2023 | 58 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 57 |
PEAK6 Group LLC | 21 | 21 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q2 2018 | 56 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 55 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.25% | Q3 2013 | Q3 2023 | 54 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 52 |
TWO SIGMA INVESTMENTS, LP | 16 | 1 | 0.00% | 0.08% | 0.60% | Q2 2013 | Q2 2023 | 50 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.15% | 0.52% | Q2 2015 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.06% | 0.20% | Q3 2011 | Q3 2023 | 49 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.04% | 0.09% | 0.23% | Q4 2011 | Q3 2023 | 48 |
HUNTINGTON NATIONAL BANK | 29 | 2 | 0.00% | 0.00% | 0.01% | Q3 2010 | Q3 2023 | 48 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q1 2017 | 46 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 45 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.02% | 0.06% | Q4 2006 | Q3 2023 | 44 |
Cubist Systematic Strategies, LLC | 26 | 1 | 0.01% | 0.14% | 0.75% | Q2 2014 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q2 2023 | 43 |
PUZO MICHAEL J | 42 | 1 | 0.20% | 0.82% | 1.43% | Q4 2012 | Q3 2023 | 43 |
Tekla Capital Management LLC | 41 | 41 | 0.18% | 2.26% | 3.42% | Q2 2013 | Q2 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 0.61% | 1.42% | 2.20% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.22% | 0.80% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FAIRFIELD, BUSH & CO. | 42 | 42 | 0.12% | 1.26% | 2.13% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.09% | 0.60% | 1.10% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.05% | 0.22% | 0.57% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.03% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Wellington Shields Capital Management, LLC | 42 | 42 | 0.20% | 1.06% | 2.46% | Q2 2013 | Q3 2023 | 42 |
MIDDLETON & CO INC/MA | 42 | 42 | 0.05% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.08% | 0.65% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.03% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.05% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.76% | 2.26% | 3.29% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.04% | 0.25% | 0.75% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.05% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.10% | 0.22% | Q2 2012 | Q4 2022 | 42 |
MORGAN STANLEY | 42 | 42 | 0.05% | 0.26% | 0.61% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.46% | 2.11% | 3.71% | Q2 2013 | Q3 2023 | 42 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 1.89% | 6.27% | 8.92% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.05% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.04% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.19% | 0.63% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.07% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.18% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 2.95% | 5.05% | 6.62% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.04% | 0.09% | Q4 2012 | Q1 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.16% | 0.53% | 0.99% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.05% | 0.26% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.11% | 0.64% | 1.18% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.10% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.10% | 0.42% | 0.91% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Biondo Investment Advisors, LLC | 42 | 42 | 1.28% | 2.92% | 5.05% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.13% | 0.56% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.07% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.07% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 1.31% | 4.60% | 6.55% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.14% | 0.59% | 1.38% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SOMERVILLE KURT F | 42 | 42 | 0.13% | 1.01% | 1.94% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 42 | 42 | 0.02% | 0.51% | 1.17% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.11% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.05% | 0.31% | 0.59% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.03% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PHILADELPHIA TRUST CO | 42 | 42 | 0.05% | 0.45% | 1.70% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ANDERSON HOAGLAND & CO | 41 | 41 | 0.30% | 1.06% | 2.17% | Q3 2013 | Q3 2023 | 41 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 0.95% | 3.03% | 4.15% | Q2 2013 | Q3 2023 | 41 |
NEW YORK STATE COMMON RETIREMENT FUND | 39 | 2 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 29 | 12 | 0.01% | 0.14% | 0.62% | Q2 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.08% | 0.35% | 0.91% | Q2 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 40 | 1 | 0.00% | 0.14% | 1.39% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 41 | 41 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q2 2023 | 41 |
Hartford Financial Management Inc. | 34 | 7 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
MUFG Americas Holdings Corp | 17 | 3 | 0.00% | 0.06% | 0.24% | Q4 2010 | Q3 2022 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.01% | 0.10% | 0.29% | Q3 2013 | Q3 2023 | 41 |
Robeco Institutional Asset Management B.V. | 27 | 14 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
DE BURLO GROUP INC | 36 | 5 | 0.10% | 1.41% | 5.54% | Q2 2013 | Q3 2023 | 41 |
WESTPAC BANKING CORP | 29 | 12 | 0.00% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 31 | 10 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 40 | 1 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 41 |
Wellington Shields & Co., LLC | 25 | 16 | 0.38% | 10.06% | 19.88% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 40 |
BOKF, NA | 32 | 3 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.06% | 0.35% | Q3 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.05% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 40 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 32 | 8 | 0.00% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 40 | 40 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.23% | 0.75% | 1.36% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.06% | 0.14% | 0.22% | Q4 2013 | Q3 2023 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.00% | 0.06% | 0.17% | Q4 2013 | Q3 2023 | 40 |
AQR Capital Management | 39 | 1 | 0.00% | 0.04% | 0.14% | Q4 2012 | Q4 2022 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 25 | 15 | 0.00% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 40 |
M&T BANK CORP | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
SHELTON CAPITAL MANAGEMENT | 39 | 39 | 0.06% | 0.19% | 0.33% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.08% | 0.16% | Q1 2014 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.09% | 0.28% | 0.46% | Q2 2013 | Q4 2022 | 39 |
Nuveen Asset Management, LLC | 28 | 9 | 0.00% | 0.12% | 0.33% | Q1 2014 | Q3 2023 | 39 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 39 |
Rafferty Asset Management, LLC | 37 | 2 | 0.02% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 39 |
Kidder Stephen W | 39 | 39 | 0.24% | 0.99% | 1.63% | Q1 2014 | Q3 2023 | 39 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 3 | 1.26% | 3.84% | 6.24% | Q3 2013 | Q3 2023 | 39 |
Fernwood Investment Management, LLC | 39 | 39 | 0.21% | 0.69% | 1.42% | Q1 2014 | Q3 2023 | 39 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.08% | 1.29% | Q4 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Chevy Chase Trust Holdings, LLC | 38 | 38 | 0.09% | 0.44% | 0.80% | Q2 2014 | Q3 2023 | 38 |
GATEWAY INVESTMENT ADVISERS LLC | 38 | 38 | 0.03% | 0.18% | 0.38% | Q2 2014 | Q3 2023 | 38 |
Moors & Cabot, Inc. | 38 | 38 | 0.06% | 0.20% | 0.34% | Q2 2014 | Q3 2023 | 38 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
Compagnie Lombard Odier SCmA | 22 | 16 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 38 |
Broderick Brian C | 38 | 38 | 0.25% | 1.02% | 1.75% | Q2 2014 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.06% | 0.64% | Q2 2013 | Q3 2022 | 38 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 37 | 37 | 0.01% | 0.09% | 0.25% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.04% | 0.15% | 0.22% | Q3 2014 | Q3 2023 | 37 |
Calamos Advisors LLC | 37 | 37 | 0.03% | 0.12% | 0.49% | Q3 2013 | Q3 2022 | 37 |
Andra AP-fonden | 15 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q2 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 1 | 0.01% | 0.07% | 0.20% | Q2 2014 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 16 | 8 | 0.01% | 0.06% | 0.14% | Q2 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.16% | 0.51% | Q4 2014 | Q3 2023 | 36 |
GILDER GAGNON HOWE & CO LLC | 26 | 10 | 0.00% | 0.27% | 1.61% | Q2 2014 | Q2 2023 | 36 |
BANK OF NOVA SCOTIA | 35 | 1 | 0.00% | 0.05% | 0.34% | Q3 2014 | Q3 2023 | 36 |
Freedom Investment Management, Inc. | 36 | 36 | 0.03% | 0.12% | 0.26% | Q4 2014 | Q3 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.12% | 0.39% | Q4 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2022 | 36 |
PRINCETON CAPITAL MANAGEMENT LLC | 24 | 12 | 0.20% | 0.59% | 1.09% | Q1 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 26 | 10 | 0.01% | 0.15% | 0.67% | Q2 2014 | Q2 2023 | 36 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 36 |
Capital Research Global Investors | 36 | 36 | 0.02% | 0.53% | 0.96% | Q2 2013 | Q1 2022 | 36 |
GAM Holding AG | 22 | 14 | 0.01% | 0.06% | 0.37% | Q2 2013 | Q2 2022 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 36 | 36 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Centiva Capital, LP | 16 | 1 | 0.01% | 0.16% | 0.67% | Q2 2018 | Q2 2023 | 36 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 36 | 36 | 0.25% | 0.74% | 1.06% | Q4 2014 | Q3 2023 | 36 |
Smithfield Trust Co | 24 | 12 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.15% | 0.54% | 1.14% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2023 | 36 |
Smith, Salley & Associates | 36 | 36 | 0.02% | 0.14% | 0.63% | Q2 2014 | Q1 2023 | 36 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 35 |
JFS WEALTH ADVISORS, LLC | 21 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 35 |
TCW GROUP INC | 35 | 35 | 0.04% | 0.80% | 1.56% | Q2 2013 | Q4 2021 | 35 |
FIL Ltd | 32 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q1 2023 | 35 |
Perigon Wealth Management, LLC | 34 | 1 | 0.02% | 0.16% | 0.38% | Q3 2011 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
NISA INVESTMENT ADVISORS, LLC | 35 | 35 | 0.00% | 0.07% | 0.18% | Q1 2015 | Q3 2023 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 35 | 35 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
STRS OHIO | 34 | 1 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q2 2023 | 35 |
COLONY GROUP LLC | 15 | 9 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 34 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 21 | 1 | 0.01% | 0.05% | 0.14% | Q2 2010 | Q1 2023 | 34 |
CONNABLE OFFICE INC | 18 | 1 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2021 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.07% | 0.20% | Q2 2015 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.01% | 0.09% | 0.75% | Q2 2015 | Q3 2023 | 34 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 26 | 3 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 34 |
JENNISON ASSOCIATES LLC | 34 | 34 | 0.02% | 0.92% | 2.18% | Q2 2013 | Q3 2021 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.01% | 0.36% | 1.13% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.07% | 0.38% | Q2 2015 | Q3 2023 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.03% | 0.16% | 0.40% | Q4 2013 | Q1 2022 | 34 |
First Horizon Advisors, Inc. | 22 | 5 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 34 |
State of Tennessee, Treasury Department | 32 | 2 | 0.02% | 0.07% | 0.18% | Q4 2014 | Q3 2023 | 34 |
ACG Wealth | 34 | 34 | 0.12% | 0.45% | 0.80% | Q2 2014 | Q3 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.10% | 0.28% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2021 | 34 |
Vigilant Capital Management, LLC | 19 | 15 | 0.01% | 0.32% | 1.13% | Q2 2013 | Q2 2023 | 34 |
Alberta Investment Management Corp | 26 | 8 | 0.02% | 0.13% | 0.33% | Q1 2015 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
EATON VANCE MANAGEMENT | 33 | 33 | 0.01% | 0.07% | 0.16% | Q3 2014 | Q3 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.17% | 0.42% | Q2 2013 | Q2 2021 | 33 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 32 | 1 | 0.01% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 33 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.10% | 0.58% | Q2 2013 | Q4 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 33 |
GROUP ONE TRADING, L.P. | 12 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.18% | 0.52% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.08% | 0.69% | Q2 2013 | Q2 2021 | 33 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 4 | 0.02% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 33 |
CIBC WORLD MARKET INC. | 24 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 33 |
RFG Advisory, LLC | 31 | 2 | 0.01% | 0.18% | 0.76% | Q2 2015 | Q3 2023 | 33 |
APPLETON PARTNERS INC/MA | 33 | 33 | 0.03% | 0.26% | 0.77% | Q1 2015 | Q1 2023 | 33 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 32 | 1 | 0.02% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 33 |
Sculptor Capital LP | 10 | 8 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q4 2020 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 18 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2021 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.01% | 0.44% | 0.72% | Q4 2015 | Q3 2023 | 32 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 32 | 32 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Baker Chad R | 32 | 32 | 0.44% | 1.53% | 2.43% | Q4 2015 | Q3 2023 | 32 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 32 | 32 | 0.05% | 0.12% | 0.19% | Q4 2015 | Q3 2023 | 32 |
COMMERCE BANK | 27 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 32 |
Dempze Nancy E | 32 | 32 | 0.49% | 1.40% | 2.20% | Q4 2015 | Q3 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q4 2023 | 32 |
Plante Moran Financial Advisors, LLC | 24 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 32 |
Meiji Yasuda Life Insurance Co | 26 | 6 | 0.01% | 0.10% | 0.28% | Q2 2014 | Q3 2023 | 32 |
Page Arthur B | 28 | 1 | 0.19% | 0.97% | 1.62% | Q1 2014 | Q1 2023 | 32 |
Retirement Systems of Alabama | 32 | 32 | 0.02% | 0.10% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Connor, Clark & Lunn Investment Management Ltd. | 25 | 1 | 0.00% | 0.03% | 0.17% | Q1 2014 | Q2 2023 | 32 |
SECURIAN ASSET MANAGEMENT, INC | 32 | 32 | 0.05% | 0.09% | 0.13% | Q4 2015 | Q3 2023 | 32 |
Kentucky Retirement Systems | 32 | 32 | 0.06% | 0.15% | 0.22% | Q4 2015 | Q3 2023 | 32 |
PITCAIRN CO | 32 | 32 | 0.02% | 0.10% | 0.34% | Q3 2015 | Q2 2023 | 32 |
Louisiana State Employees Retirement System | 32 | 32 | 0.06% | 0.11% | 0.19% | Q4 2015 | Q3 2023 | 32 |
RiverPark Advisors, LLC | 30 | 2 | 0.14% | 1.14% | 2.69% | Q3 2013 | Q3 2023 | 32 |
EVERENCE CAPITAL MANAGEMENT INC | 32 | 32 | 0.07% | 0.15% | 0.24% | Q4 2015 | Q3 2023 | 32 |
PUTNAM INVESTMENTS LLC | 31 | 1 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q2 2023 | 32 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 32 | 32 | 0.04% | 0.15% | 0.47% | Q4 2015 | Q3 2023 | 32 |
Kentucky Retirement Systems Insurance Trust Fund | 32 | 32 | 0.06% | 0.15% | 0.23% | Q4 2015 | Q3 2023 | 32 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 24 | 1 | 0.00% | 0.11% | 0.40% | Q1 2014 | Q1 2023 | 32 |
Norinchukin Bank, The | 32 | 32 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 32 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32 | 32 | 0.05% | 0.13% | 0.19% | Q4 2015 | Q3 2023 | 32 |
TORONTO DOMINION BANK | 32 | 32 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Arizona State Retirement System | 32 | 32 | 0.05% | 0.11% | 0.18% | Q4 2015 | Q3 2023 | 32 |
MACKENZIE FINANCIAL CORP | 26 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.05% | 0.15% | 0.29% | Q4 2015 | Q3 2023 | 32 |
KEYBANK NATIONAL ASSOCIATION/OH | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
TEXAS PERMANENT SCHOOL FUND CORP | 32 | 32 | 0.04% | 0.11% | 0.17% | Q4 2015 | Q3 2023 | 32 |
SECURITY ASSET MANAGEMENT | 32 | 32 | 0.49% | 1.81% | 2.59% | Q1 2015 | Q4 2022 | 32 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 4 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q1 2023 | 32 |
PRIVATE ASSET MANAGEMENT INC | 31 | 31 | 0.05% | 0.62% | 1.09% | Q4 2015 | Q2 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 8 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 31 |
BANQUE PICTET & CIE SA | 19 | 12 | 0.01% | 0.06% | 0.17% | Q4 2013 | Q3 2023 | 31 |
PRUDENTIAL PLC | 22 | 9 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 31 |
SIMPLEX TRADING, LLC | 13 | 2 | 0.00% | 0.06% | 0.42% | Q4 2014 | Q2 2023 | 31 |
NATIXIS | 18 | 1 | 0.00% | 0.09% | 0.51% | Q4 2013 | Q3 2023 | 31 |
Azimuth Capital Management LLC | 19 | 12 | 0.01% | 0.42% | 0.75% | Q2 2013 | Q1 2022 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.15% | 0.26% | Q1 2016 | Q3 2023 | 31 |
FUKOKU MUTUAL LIFE INSURANCE Co | 31 | 31 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2022 | 31 |
Bellevue Group AG | 31 | 31 | 0.16% | 1.57% | 4.97% | Q1 2016 | Q3 2023 | 31 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 31 | 31 | 0.31% | 0.71% | 1.16% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.67% | 1.94% | 2.92% | Q1 2016 | Q3 2023 | 31 |
IMA Wealth, Inc. | 31 | 31 | 0.12% | 1.01% | 1.81% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2020 | 31 |
ROPES WEALTH ADVISORS LLC | 31 | 31 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 19 | 12 | 0.01% | 0.11% | 0.21% | Q4 2015 | Q3 2023 | 31 |
Birch Hill Investment Advisors LLC | 21 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2022 | 31 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 31 | 31 | 0.12% | 0.43% | 1.65% | Q2 2013 | Q4 2020 | 31 |
Temasek Holdings (Private) Ltd | 31 | 31 | 0.06% | 0.18% | 0.41% | Q4 2015 | Q2 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 31 | 31 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q2 2022 | 31 |
PITTENGER & ANDERSON INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.20% | 2.40% | Q2 2016 | Q3 2023 | 31 |
CONNING INC. | 30 | 30 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2023 | 30 |
CONGRESS ASSET MANAGEMENT CO /MA | 30 | 30 | 0.00% | 0.09% | 0.13% | Q3 2015 | Q4 2022 | 30 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 14 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 23 | 7 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 30 |
SVB WEALTH LLC | 23 | 7 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 1 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 30 |
RIVERPARK CAPITAL MANAGEMENT LLC | 30 | 30 | 1.01% | 2.07% | 4.09% | Q2 2016 | Q3 2023 | 30 |
EXANE DERIVATIVES | 30 | 30 | 0.00% | 0.06% | 1.10% | Q1 2015 | Q2 2022 | 30 |
Johnson Financial Group, Inc. | 26 | 4 | 0.00% | 0.03% | 0.21% | Q1 2015 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 27 | 3 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 30 |
DOWLING & YAHNKE LLC | 28 | 1 | 0.02% | 0.07% | 0.16% | Q4 2014 | Q3 2022 | 30 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 21 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 30 |
SENTRY INVESTMENT MANAGEMENT LLC | 11 | 9 | 0.06% | 0.13% | 0.22% | Q4 2015 | Q3 2023 | 30 |
Clear Harbor Asset Management, LLC | 30 | 30 | 0.08% | 0.46% | 0.86% | Q2 2016 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 24 | 2 | 0.01% | 0.17% | 0.51% | Q2 2013 | Q3 2023 | 30 |
PRELUDE CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.06% | 0.18% | Q1 2013 | Q3 2022 | 30 |
RMB Capital Management, LLC | 28 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.01% | 0.23% | 0.52% | Q4 2015 | Q3 2023 | 29 |
Winch Advisory Services, LLC | 26 | 1 | 0.00% | 0.02% | 0.36% | Q4 2014 | Q3 2023 | 29 |
CENTRAL TRUST Co | 27 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.97% | 2.43% | 4.39% | Q3 2016 | Q3 2023 | 29 |
CYPRESS ASSET MANAGEMENT INC/TX | 29 | 29 | 0.04% | 0.22% | 0.39% | Q2 2016 | Q2 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.00% | 0.09% | 0.19% | Q3 2014 | Q4 2021 | 29 |
North Star Investment Management Corp. | 17 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
State of New Jersey Common Pension Fund D | 28 | 1 | 0.04% | 0.13% | 0.32% | Q2 2016 | Q3 2023 | 29 |
TELEMUS CAPITAL, LLC | 29 | 29 | 0.02% | 0.06% | 0.15% | Q2 2016 | Q2 2023 | 29 |
Patten Group, Inc. | 29 | 29 | 0.01% | 0.16% | 0.42% | Q1 2016 | Q1 2023 | 29 |
Intellectus Partners, LLC | 28 | 28 | 0.72% | 1.18% | 1.74% | Q4 2016 | Q3 2023 | 28 |
Blue Fin Capital, Inc. | 23 | 1 | 0.08% | 0.17% | 0.28% | Q2 2015 | Q1 2023 | 28 |
Orbimed Advisors | 25 | 2 | 0.16% | 1.40% | 2.91% | Q2 2013 | Q1 2022 | 28 |
FDx Advisors, Inc. | 14 | 5 | 0.01% | 0.32% | 1.00% | Q2 2014 | Q3 2023 | 28 |
TWO SIGMA ADVISERS, LP | 15 | 1 | 0.00% | 0.15% | 0.68% | Q1 2014 | Q3 2023 | 28 |
CSS LLC/IL | 18 | 3 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q4 2020 | 28 |
Caption Management, LLC | 9 | 1 | 0.01% | 0.19% | 0.89% | Q4 2018 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.06% | 0.15% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.07% | 0.37% | Q4 2016 | Q3 2023 | 28 |
MASON STREET ADVISORS, LLC | 21 | 7 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q4 2020 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.32% | 1.16% | 3.70% | Q3 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.11% | 0.35% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.05% | 0.14% | 0.26% | Q4 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.03% | 0.85% | 1.71% | Q4 2016 | Q3 2023 | 28 |
Cutter & CO Brokerage, Inc. | 28 | 28 | 0.11% | 0.63% | 0.95% | Q2 2016 | Q1 2023 | 28 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26 | 2 | 0.00% | 0.08% | 0.23% | Q3 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.11% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Advisors, Inc. | 24 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2020 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Douglass Winthrop Advisors, LLC | 28 | 28 | 0.01% | 0.06% | 0.47% | Q1 2016 | Q4 2022 | 28 |
D.A. DAVIDSON & CO. | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 28 |
GAMCO INVESTORS, INC. ET AL | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 28 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 28 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.03% | 0.16% | 0.89% | Q3 2013 | Q1 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.16% | 0.30% | Q1 2017 | Q3 2023 | 27 |
TOWER BRIDGE ADVISORS | 26 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q2 2023 | 27 |
FRED ALGER MANAGEMENT, LLC | 19 | 2 | 0.00% | 0.32% | 1.43% | Q2 2013 | Q2 2023 | 27 |
LAZARD ASSET MANAGEMENT LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.02% | 0.11% | 0.18% | Q4 2016 | Q2 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.01% | 0.06% | 0.35% | Q2 2013 | Q4 2019 | 27 |
Cerity Partners LLC | 27 | 27 | 0.00% | 0.36% | 9.02% | Q1 2017 | Q3 2023 | 27 |
Nelson Capital Management, LLC | 27 | 27 | 0.84% | 1.89% | 2.71% | Q3 2015 | Q1 2022 | 27 |
Kingfisher Capital LLC | 23 | 4 | 0.50% | 1.23% | 1.95% | Q3 2014 | Q1 2022 | 27 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.06% | 0.28% | Q3 2014 | Q3 2022 | 27 |
Sands Capital Management | 26 | 1 | 0.00% | 2.68% | 4.16% | Q2 2015 | Q3 2023 | 27 |
GUARDIAN CAPITAL LP | 21 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 27 |
PineBridge Investments, L.P. | 16 | 5 | 0.00% | 0.04% | 0.20% | Q4 2015 | Q3 2023 | 26 |
WELCH & FORBES LLC | 23 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
ClearBridge Investments | 17 | 9 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2020 | 26 |
ASSETMARK, INC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
Gerber Kawasaki Wealth & Investment Management | 19 | 7 | 0.02% | 0.18% | 0.84% | Q4 2015 | Q1 2023 | 26 |
State of Alaska, Department of Revenue | 26 | 26 | 0.02% | 0.09% | 0.14% | Q2 2017 | Q3 2023 | 26 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 3 | 0.00% | 0.27% | 1.54% | Q3 2014 | Q3 2019 | 26 |
WMS Partners, LLC | 18 | 2 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q1 2022 | 26 |
Royal Fund Management, LLC | 24 | 24 | 0.00% | 0.11% | 0.29% | Q4 2017 | Q3 2023 | 26 |
Gemmer Asset Management LLC | 26 | 26 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q1 2022 | 26 |
Snowden Capital Advisors LLC | 17 | 1 | 0.01% | 0.16% | 0.60% | Q3 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
CASTLEARK MANAGEMENT LLC | 19 | 1 | 0.01% | 0.65% | 1.45% | Q3 2013 | Q4 2021 | 26 |
SALEM INVESTMENT COUNSELORS INC | 26 | 26 | 0.00% | 0.17% | 0.34% | Q2 2017 | Q3 2023 | 26 |
Rathbones Group PLC | 26 | 26 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Laurel Wealth Advisors, Inc. | 20 | 6 | 0.01% | 0.10% | 0.29% | Q4 2015 | Q4 2022 | 26 |
Employees Retirement System of Texas | 22 | 1 | 0.01% | 0.09% | 0.34% | Q1 2014 | Q4 2022 | 26 |
ADVISOR PARTNERS LLC | 24 | 1 | 0.04% | 0.11% | 0.18% | Q4 2015 | Q2 2022 | 25 |
Ashfield Capital Partners, LLC | 18 | 1 | 0.01% | 0.69% | 1.49% | Q1 2015 | Q1 2022 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
TOBAM | 13 | 1 | 0.01% | 0.37% | 1.43% | Q2 2014 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 25 |
BBVA USA Bancshares, Inc. | 25 | 25 | 0.01% | 0.05% | 0.17% | Q1 2015 | Q1 2021 | 25 |
Man Group plc | 23 | 23 | 0.00% | 0.08% | 0.37% | Q1 2018 | Q3 2023 | 25 |
RAYMOND JAMES TRUST N.A. | 21 | 4 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 25 |
Probity Advisors, Inc. | 15 | 2 | 0.06% | 0.12% | 0.19% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q2 2019 | 25 |
Fiera Capital Corp | 14 | 1 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q4 2020 | 25 |
SUNTRUST BANKS INC | 22 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 25 |
FIRST QUADRANT LLC/CA | 25 | 25 | 0.00% | 0.04% | 0.20% | Q4 2015 | Q4 2021 | 25 |
HOWLAND CAPITAL MANAGEMENT LLC | 25 | 25 | 0.03% | 0.07% | 0.15% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
EASTERN BANK | 24 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2022 | 25 |
Sterling Investment Advisors, Ltd. | 25 | 25 | 0.14% | 0.32% | 0.42% | Q4 2016 | Q4 2022 | 25 |
Majedie Asset Management Ltd | 25 | 25 | 0.03% | 0.10% | 0.20% | Q1 2016 | Q1 2022 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.09% | 0.64% | 1.20% | Q3 2017 | Q3 2023 | 25 |
PGGM Investments | 20 | 5 | 0.02% | 0.15% | 0.45% | Q1 2016 | Q3 2023 | 25 |
REILLY FINANCIAL ADVISORS, LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 25 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.10% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q2 2020 | 24 |
Cetera Advisor Networks LLC | 21 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 24 |
Weil Company, Inc. | 24 | 24 | 0.48% | 1.55% | 3.35% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.05% | 0.13% | 0.18% | Q2 2013 | Q1 2019 | 24 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.07% | 0.25% | Q2 2014 | Q4 2022 | 24 |
CWM, LLC | 15 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 24 |
TRILLIUM ASSET MANAGEMENT, LLC | 24 | 24 | 0.01% | 0.63% | 1.36% | Q3 2017 | Q2 2023 | 24 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.06% | 0.22% | Q3 2013 | Q2 2022 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q4 2023 | 24 |
CIBC Private Wealth Group, LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
LORD, ABBETT & CO. LLC | 12 | 1 | 0.01% | 0.10% | 0.37% | Q2 2013 | Q3 2021 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.19% | 0.38% | Q2 2013 | Q1 2019 | 24 |
CAPITAL GUARDIAN TRUST CO | 24 | 24 | 0.00% | 0.12% | 0.70% | Q2 2013 | Q1 2019 | 24 |
Diversified Trust Co | 13 | 1 | 0.01% | 0.12% | 0.28% | Q2 2013 | Q1 2022 | 24 |
RIVERBRIDGE PARTNERS LLC | 24 | 24 | 0.00% | 0.16% | 0.57% | Q4 2017 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 0.23% | 0.52% | 0.78% | Q4 2017 | Q3 2023 | 24 |
ZACKS INVESTMENT MANAGEMENT | 22 | 2 | 0.01% | 0.13% | 0.30% | Q1 2014 | Q3 2021 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.09% | 0.16% | 0.33% | Q1 2016 | Q3 2023 | 24 |
QVT Financial LP | 11 | 5 | 0.07% | 1.77% | 7.65% | Q2 2019 | Q2 2023 | 24 |
Sargent Bickham Lagudis LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 24 |
Achmea Investment Management B.V. | 12 | 12 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 24 |
SECTORAL ASSET MANAGEMENT INC | 16 | 3 | 0.09% | 0.52% | 2.96% | Q2 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 22 | 1 | 0.01% | 0.02% | 0.08% | Q2 2014 | Q3 2020 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.89% | 1.26% | 1.66% | Q4 2017 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 24 | 24 | 0.01% | 0.63% | 1.17% | Q3 2017 | Q2 2023 | 24 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 23 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2019 | 24 |
MUFG Securities EMEA plc | 15 | 9 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.05% | 0.16% | 0.57% | Q4 2017 | Q3 2023 | 24 |
Capital World Investors | 24 | 24 | 0.02% | 0.10% | 0.23% | Q4 2015 | Q3 2021 | 24 |
NewSquare Capital LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Casdin Capital, LLC | 14 | 1 | 0.38% | 2.57% | 6.03% | Q4 2015 | Q3 2023 | 23 |
INTEGRAL DERIVATIVES, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2018 | 23 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 1 | 0.00% | 0.03% | 0.55% | Q4 2016 | Q3 2023 | 23 |
ASHFORD CAPITAL MANAGEMENT INC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2021 | 23 |
Catalyst Capital Advisors LLC | 12 | 5 | 0.00% | 0.23% | 0.84% | Q3 2013 | Q3 2023 | 23 |
Manchester Capital Management LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 18 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 23 |
OppenheimerFunds, Inc. | 12 | 11 | 0.00% | 0.03% | 0.16% | Q1 2013 | Q1 2019 | 23 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
BP PLC | 13 | 5 | 0.02% | 0.20% | 0.62% | Q1 2014 | Q2 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.42% | 1.17% | Q1 2018 | Q3 2023 | 23 |
Endurance Wealth Management, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 23 |
McCollum Christoferson Group LLC | 23 | 23 | 0.06% | 2.21% | 3.51% | Q4 2017 | Q2 2023 | 23 |
Covenant Asset Management, LLC | 23 | 23 | 0.14% | 0.61% | 1.44% | Q1 2018 | Q3 2023 | 23 |
Lido Advisors, LLC | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Sivik Global Healthcare LLC | 10 | 1 | 0.44% | 1.13% | 2.42% | Q1 2014 | Q2 2021 | 23 |
TRUIST FINANCIAL CORP | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Ithaka Group | 23 | 23 | 0.94% | 2.67% | 3.85% | Q4 2014 | Q2 2020 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 22 | 0.10% | 0.13% | 0.18% | Q2 2016 | Q3 2021 | 22 |
GUARDCAP ASSET MANAGEMENT Ltd | 22 | 22 | 3.15% | 5.49% | 8.59% | Q2 2018 | Q3 2023 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.01% | 0.06% | 0.20% | Q1 2018 | Q2 2023 | 22 |
AGF INVESTMENTS INC. | 10 | 3 | 0.00% | 0.71% | 1.37% | Q4 2013 | Q4 2021 | 22 |
Bogart Wealth, LLC | 22 | 22 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 22 |
BDO Wealth Advisors, LLC | 14 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 22 |
Natixis Investment Managers International | 20 | 2 | 0.01% | 0.51% | 1.10% | Q4 2013 | Q2 2022 | 22 |
NVWM, LLC | 13 | 9 | 0.00% | 0.16% | 0.46% | Q4 2017 | Q3 2023 | 22 |
JAG CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.41% | 2.10% | 3.67% | Q3 2013 | Q4 2018 | 22 |
SouthState Corp | 22 | 22 | 0.02% | 0.31% | 0.58% | Q2 2018 | Q3 2023 | 22 |
EFG Asset Management (Americas) Corp. | 21 | 1 | 0.05% | 0.47% | 1.24% | Q2 2017 | Q4 2022 | 22 |
Checchi Capital Advisers, LLC | 19 | 3 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2022 | 22 |
Allen Investment Management, LLC | 17 | 5 | 0.02% | 0.08% | 0.15% | Q3 2014 | Q1 2023 | 22 |
Penserra Capital Management LLC | 13 | 1 | 0.00% | 0.16% | 1.09% | Q4 2015 | Q3 2023 | 22 |
Balentine LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2023 | 22 |
PDT Partners, LLC | 9 | 3 | 0.02% | 0.33% | 0.98% | Q3 2013 | Q3 2023 | 22 |
HBK Sorce Advisory LLC | 19 | 1 | 0.01% | 0.07% | 0.13% | Q1 2016 | Q1 2023 | 22 |
DUBUQUE BANK & TRUST CO | 20 | 2 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2021 | 22 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.06% | 0.61% | Q1 2015 | Q4 2022 | 22 |
FORTE CAPITAL LLC /ADV | 14 | 8 | 0.08% | 0.14% | 0.22% | Q3 2014 | Q1 2022 | 22 |
Motley Fool Asset Management LLC | 20 | 2 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 22 |
Handelsbanken Fonder AB | 14 | 2 | 0.04% | 0.12% | 0.41% | Q4 2015 | Q3 2023 | 22 |
Lumina Fund Management LLC | 20 | 2 | 0.04% | 0.29% | 0.54% | Q2 2016 | Q2 2023 | 22 |
GIRARD PARTNERS LTD. | 22 | 22 | 0.03% | 0.40% | 0.57% | Q1 2018 | Q2 2023 | 22 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 9 | 0.01% | 0.19% | 0.36% | Q1 2018 | Q3 2023 | 22 |
HARDING LOEVNER LP | 22 | 22 | 0.00% | 1.14% | 2.48% | Q4 2017 | Q1 2023 | 22 |
BOURNE LENT ASSET MANAGEMENT INC | 17 | 5 | 0.11% | 0.28% | 0.51% | Q1 2015 | Q3 2023 | 22 |
Quantitative Investment Management, LLC | 5 | 1 | 0.01% | 0.30% | 1.08% | Q2 2013 | Q1 2023 | 21 |
EULAV Asset Management | 21 | 21 | 0.12% | 0.39% | 0.59% | Q3 2014 | Q3 2019 | 21 |
Occidental Asset Management, LLC | 21 | 21 | 0.05% | 0.12% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 13 | 4 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
FINANCIAL COUNSELORS INC | 11 | 5 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q1 2022 | 21 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q1 2022 | 21 |
Gryphon Financial Partners LLC | 18 | 3 | 0.01% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 21 |
NEXT CENTURY GROWTH INVESTORS LLC | 14 | 7 | 0.00% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 21 |
WCM INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.30% | 0.94% | Q3 2018 | Q3 2023 | 21 |
Sandy Spring Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Nan Shan Life Insurance Co., Ltd. | 12 | 1 | 0.16% | 1.18% | 2.55% | Q1 2016 | Q3 2023 | 21 |
NJ State Employees Deferred Compensation Plan | 19 | 2 | 0.04% | 0.12% | 0.35% | Q1 2014 | Q3 2023 | 21 |
KCM INVESTMENT ADVISORS LLC | 17 | 4 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q2 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.05% | 0.13% | 0.22% | Q2 2017 | Q3 2023 | 21 |
Walleye Capital LLC | 7 | 4 | 0.00% | 0.06% | 0.29% | Q1 2019 | Q3 2023 | 21 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 21 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.08% | 0.18% | Q4 2014 | Q2 2023 | 21 |
Mariner, LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 20 |
COLUMBUS CIRCLE INVESTORS | 10 | 9 | 0.03% | 0.46% | 1.07% | Q2 2013 | Q1 2019 | 20 |
1832 Asset Management L.P. | 9 | 1 | 0.00% | 0.22% | 0.60% | Q2 2013 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 11 | 9 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 20 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q3 2022 | 20 |
BOSTON ADVISORS LLC | 13 | 7 | 0.03% | 0.09% | 0.23% | Q2 2014 | Q3 2019 | 20 |
WEST PACES ADVISORS INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 20 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.04% | 0.34% | Q4 2015 | Q3 2022 | 20 |
Opus Point Partners Management, LLC | 20 | 20 | 1.58% | 2.67% | 4.36% | Q4 2014 | Q3 2019 | 20 |
NuWave Investment Management, LLC | 9 | 1 | 0.00% | 0.43% | 2.03% | Q3 2013 | Q3 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.02% | 0.20% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.11% | 0.25% | Q1 2018 | Q3 2023 | 20 |
RATIONAL ADVISORS LLC | 8 | 2 | 0.00% | 0.11% | 1.20% | Q1 2009 | Q3 2020 | 20 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 9 | 1 | 0.50% | 2.96% | 6.90% | Q4 2016 | Q3 2023 | 20 |
Richard Bernstein Advisors LLC | 17 | 3 | 0.03% | 0.13% | 0.34% | Q2 2015 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.14% | 0.41% | 0.64% | Q3 2017 | Q2 2022 | 20 |
Proficio Capital Partners LLC | 15 | 5 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q1 2022 | 20 |
Main Street Research LLC | 15 | 1 | 0.04% | 0.31% | 1.66% | Q2 2014 | Q4 2021 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.09% | 0.15% | 0.21% | Q4 2017 | Q3 2022 | 20 |
Waterstone Capital Management, L.P. | 20 | 20 | 0.37% | 3.05% | 10.84% | Q1 2015 | Q4 2019 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2020 | 20 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 20 | 20 | 0.91% | 1.80% | 2.44% | Q4 2018 | Q3 2023 | 20 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 20 | 20 | 0.24% | 0.88% | 1.36% | Q4 2018 | Q3 2023 | 20 |
Oakworth Capital, Inc. | 17 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 20 |
Choate Investment Advisors | 12 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 20 |
MayTech Global Investments, LLC | 20 | 20 | 0.88% | 2.58% | 5.64% | Q4 2017 | Q3 2022 | 20 |
OLD SECOND NATIONAL BANK OF AURORA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
NN Investment Partners Holdings N.V. | 14 | 6 | 0.00% | 0.43% | 1.03% | Q1 2016 | Q1 2022 | 20 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.14% | 0.84% | Q3 2017 | Q3 2023 | 19 |
Taikang Asset Management (Hong Kong) Co Ltd | 19 | 19 | 0.03% | 0.45% | 1.19% | Q4 2017 | Q2 2022 | 19 |
ING GROEP NV | 5 | 1 | 0.00% | 0.08% | 0.20% | Q1 2013 | Q3 2023 | 19 |
Knuff & Co LLC | 15 | 15 | 0.02% | 0.79% | 2.30% | Q4 2018 | Q2 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.40% | 1.28% | Q2 2013 | Q4 2017 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 9 | 0.00% | 0.12% | 0.30% | Q2 2017 | Q2 2022 | 19 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 19 | 19 | 0.05% | 0.26% | 0.52% | Q4 2018 | Q2 2023 | 19 |
Supplemental Annuity Collective Trust of NJ | 19 | 19 | 0.10% | 0.24% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 16 | 3 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 19 |
OSSIAM | 18 | 1 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q1 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Mizuho Securities Co. Ltd. | 19 | 19 | 0.00% | 0.50% | 4.14% | Q1 2019 | Q3 2023 | 19 |
Artisan Partners Limited Partnership | 12 | 7 | 0.07% | 0.68% | 1.50% | Q2 2013 | Q4 2020 | 19 |
Atria Investments, Inc | 14 | 5 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 19 |
PALLADIUM PARTNERS LLC | 15 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2021 | 19 |
WINTON GROUP Ltd | 19 | 19 | 0.04% | 0.26% | 0.66% | Q2 2017 | Q4 2021 | 19 |
South Dakota Investment Council | 15 | 4 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.03% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Wealthfront Advisers LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Ancora Advisors LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Hills Bank & Trust Co | 19 | 19 | 0.07% | 0.21% | 0.41% | Q1 2019 | Q3 2023 | 19 |
C WorldWide Group Holding A/S | 19 | 19 | 0.06% | 0.21% | 0.28% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 10 | 9 | 0.00% | 0.14% | 0.32% | Q4 2015 | Q4 2022 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 19 |
Bank Pictet & Cie (Europe) AG | 11 | 4 | 0.01% | 0.17% | 0.54% | Q3 2016 | Q1 2023 | 19 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.07% | 0.27% | Q3 2014 | Q3 2023 | 19 |
Kinneret Advisory, LLC | 17 | 2 | 0.04% | 0.13% | 0.42% | Q4 2018 | Q3 2023 | 19 |
Hudock, Inc. | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2022 | 19 |
Polar Capital LLP | 11 | 1 | 0.03% | 0.29% | 0.56% | Q4 2013 | Q1 2020 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Horizon Investments, LLC | 14 | 4 | 0.01% | 0.04% | 0.46% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
ALPS ADVISORS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2022 | 18 |
Exchange Capital Management, Inc. | 10 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 18 |
Eukles Asset Management | 18 | 18 | 0.43% | 0.97% | 1.41% | Q2 2019 | Q3 2023 | 18 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.13% | 0.48% | Q4 2013 | Q4 2022 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 18 |
MISSION WEALTH MANAGEMENT, LP | 11 | 7 | 0.01% | 0.12% | 0.61% | Q3 2018 | Q2 2023 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.59% | 0.85% | 1.16% | Q2 2013 | Q3 2017 | 18 |
PIEDMONT INVESTMENT ADVISORS INC | 14 | 4 | 0.00% | 0.14% | 0.34% | Q2 2015 | Q1 2020 | 18 |
Bristlecone Advisors, LLC | 18 | 18 | 0.03% | 0.18% | 0.33% | Q2 2019 | Q3 2023 | 18 |
FIRST CITIZENS BANK & TRUST CO | 10 | 8 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q4 2018 | 18 |
MASTRAPASQUA ASSET MANAGEMENT INC | 14 | 4 | 0.22% | 0.32% | 0.47% | Q2 2015 | Q1 2022 | 18 |
FIDUCIARY TRUST CO | 16 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 18 |
OneDigital Investment Advisors LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Harvest Fund Management Co., Ltd | 12 | 6 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 10 | 4 | 0.00% | 0.36% | 0.97% | Q4 2016 | Q2 2022 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 4 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q1 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Foster Victor Wealth Advisors, LLC | 18 | 18 | 0.98% | 1.72% | 2.23% | Q2 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Cresset Asset Management, LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
ANGELO GORDON & CO., L.P. | 8 | 5 | 0.31% | 0.61% | 1.40% | Q3 2014 | Q1 2022 | 18 |
Osborn Williams & Donohoe LLC | 18 | 18 | 0.06% | 0.11% | 0.16% | Q4 2015 | Q1 2020 | 18 |
SEEYOND | 17 | 17 | 0.03% | 0.13% | 0.27% | Q4 2018 | Q4 2022 | 17 |
Jaffetilchin Investment Partners, LLC | 5 | 3 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q4 2021 | 17 |
NS Partners Ltd | 17 | 17 | 0.30% | 0.71% | 1.07% | Q3 2019 | Q3 2023 | 17 |
Zurich Insurance Group Ltd/FI | 17 | 17 | 0.10% | 0.19% | 0.48% | Q3 2015 | Q3 2019 | 17 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 17 | 17 | 0.06% | 0.44% | 0.77% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.08% | 0.14% | Q1 2018 | Q1 2022 | 17 |
ALTFEST L J & CO INC | 17 | 17 | 0.06% | 0.12% | 0.26% | Q1 2019 | Q1 2023 | 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 12 | 5 | 0.00% | 0.08% | 0.31% | Q3 2015 | Q2 2021 | 17 |
Nicholas Investment Partners, LP | 10 | 7 | 0.14% | 0.47% | 0.93% | Q4 2013 | Q3 2019 | 17 |
Private Wealth Partners, LLC | 13 | 4 | 0.07% | 0.34% | 0.76% | Q2 2013 | Q3 2018 | 17 |
Alexandria Capital, LLC | 16 | 1 | 0.00% | 0.27% | 0.40% | Q3 2015 | Q3 2021 | 17 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2019 | 17 |
BRASADA CAPITAL MANAGEMENT, LP | 16 | 1 | 0.04% | 0.12% | 0.16% | Q4 2017 | Q1 2022 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.04% | 0.26% | 0.76% | Q4 2019 | Q4 2023 | 17 |
Rampart Investment Management Company, LLC | 17 | 17 | 0.02% | 0.18% | 0.28% | Q3 2016 | Q3 2020 | 17 |
Waverton Investment Management Ltd | 14 | 3 | 0.12% | 1.52% | 3.05% | Q3 2013 | Q2 2022 | 17 |
ALLSTATE CORP | 17 | 17 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q4 2022 | 17 |
Chicago Partners Investment Group LLC | 11 | 6 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 17 |
West Oak Capital, LLC | 16 | 1 | 0.01% | 0.37% | 0.62% | Q3 2016 | Q3 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.09% | 0.38% | Q2 2014 | Q1 2023 | 17 |
Avior Wealth Management, LLC | 15 | 2 | 0.00% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.01% | 0.03% | 0.03% | Q2 2017 | Q2 2021 | 17 |
ASPIRIANT, LLC | 10 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q2 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 1.10% | 1.82% | 2.50% | Q2 2013 | Q2 2017 | 17 |
Select Equity Group, L.P. | 16 | 16 | 0.00% | 0.86% | 1.79% | Q4 2019 | Q3 2023 | 17 |
Magnetar Financial LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 17 |
DAVENPORT & Co LLC | 12 | 5 | 0.00% | 0.16% | 0.52% | Q1 2015 | Q2 2023 | 17 |
CLEARARC CAPITAL INC | 17 | 17 | 0.08% | 0.14% | 0.22% | Q4 2015 | Q4 2019 | 17 |
Vision Capital Management, Inc. | 17 | 17 | 0.31% | 0.71% | 0.99% | Q3 2019 | Q3 2023 | 17 |
Municipal Employees' Retirement System of Michigan | 11 | 6 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2020 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.15% | 0.27% | Q3 2019 | Q3 2023 | 17 |
VIKING GLOBAL INVESTORS LP | 8 | 1 | 0.17% | 2.87% | 7.03% | Q4 2013 | Q3 2021 | 17 |
Inspire Investing, LLC | 17 | 17 | 0.04% | 0.53% | 0.94% | Q4 2017 | Q4 2021 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 6 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.20% | 0.78% | Q1 2014 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.07% | 0.21% | Q4 2019 | Q3 2023 | 16 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 16 | 16 | 0.01% | 0.14% | 0.38% | Q4 2018 | Q3 2022 | 16 |
ROBERTS GLORE & CO INC /IL/ | 16 | 16 | 0.10% | 0.20% | 0.30% | Q4 2019 | Q3 2023 | 16 |
BOSTON FINANCIAL MANGEMENT LLC | 16 | 16 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
FIRST FOUNDATION ADVISORS | 7 | 2 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q1 2022 | 16 |
BOURGEON CAPITAL MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Markel Corporation | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 16 |
BAXTER BROS INC | 16 | 16 | 0.04% | 0.10% | 0.24% | Q4 2019 | Q3 2023 | 16 |
AQR Arbitrage LLC | 16 | 16 | 0.02% | 0.13% | 0.34% | Q2 2018 | Q1 2022 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.02% | 0.35% | 0.82% | Q2 2013 | Q1 2017 | 16 |
SCOTIA CAPITAL INC. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 16 |
Bridgewater Associates | 10 | 1 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.07% | 0.11% | 0.26% | Q1 2014 | Q4 2017 | 16 |
Bangor Savings Bank | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Beech Hill Advisors, Inc. | 13 | 1 | 0.18% | 0.58% | 0.95% | Q4 2014 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.10% | 0.30% | Q3 2015 | Q4 2022 | 16 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 10 | 3 | 0.01% | 0.42% | 0.81% | Q1 2015 | Q4 2019 | 16 |
PREMIER ASSET MANAGEMENT LLC | 16 | 16 | 0.38% | 1.83% | 3.19% | Q4 2018 | Q3 2022 | 16 |
Weiss Multi-Strategy Advisers LLC | 10 | 3 | 0.01% | 0.14% | 0.31% | Q2 2013 | Q2 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2017 | 16 |
Ipswich Investment Management Co., Inc. | 10 | 1 | 0.04% | 0.27% | 0.66% | Q2 2013 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RTW INVESTMENTS, LP | 13 | 1 | 0.54% | 2.18% | 3.68% | Q2 2018 | Q3 2023 | 16 |
GUARDIAN CAPITAL ADVISORS LP | 13 | 1 | 0.02% | 0.10% | 0.17% | Q2 2018 | Q1 2023 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.08% | 0.72% | Q2 2014 | Q1 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
AEGON ASSET MANAGEMENT UK PLC | 15 | 1 | 0.03% | 1.00% | 1.62% | Q1 2016 | Q2 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.04% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Telos Capital Management, Inc. | 16 | 16 | 0.09% | 0.64% | 1.34% | Q4 2019 | Q3 2023 | 16 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2019 | 16 |
LMR Partners LLP | 5 | 1 | 0.01% | 0.23% | 2.02% | Q3 2015 | Q1 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Jackson Square Partners, LLC | 16 | 16 | 0.25% | 1.76% | 2.78% | Q1 2017 | Q4 2020 | 16 |
Caprock Group, LLC | 14 | 2 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 16 |
Gardiner Nancy B | 16 | 16 | 0.80% | 1.04% | 1.56% | Q3 2016 | Q2 2020 | 16 |
Delaney Dennis R | 11 | 5 | 0.35% | 1.01% | 1.55% | Q4 2017 | Q3 2023 | 16 |
Grove Bank & Trust | 12 | 4 | 0.00% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 16 |
Clarius Group, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2023 | 16 |
ARK Investment Management | 13 | 3 | 0.05% | 4.06% | 7.27% | Q4 2016 | Q4 2020 | 16 |
Avestar Capital, LLC | 7 | 6 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q1 2022 | 16 |
Sage Capital Advisors,llc | 15 | 15 | 0.01% | 0.81% | 1.37% | Q3 2018 | Q1 2022 | 16 |
Foresight Wealth Management, LLC | 16 | 16 | 0.01% | 0.17% | 0.27% | Q4 2018 | Q3 2022 | 16 |
Chicago Capital, LLC | 16 | 16 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q1 2022 | 16 |
Baldrige Asset Management LLC | 15 | 1 | 0.00% | 0.22% | 0.44% | Q1 2019 | Q1 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.15% | 0.49% | 1.30% | Q4 2019 | Q3 2023 | 16 |
III Capital Management | 7 | 4 | 0.00% | 0.28% | 1.75% | Q2 2019 | Q1 2022 | 16 |
Williams Jones Wealth Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.11% | 0.37% | 0.83% | Q4 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 15 | 1 | 0.00% | 1.32% | 1.84% | Q2 2017 | Q3 2023 | 16 |
GOFEN & GLOSSBERG LLC /IL/ | 15 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 16 |
EAGLE ASSET MANAGEMENT INC | 9 | 1 | 0.01% | 0.19% | 0.46% | Q2 2013 | Q2 2019 | 16 |
Capital Investment Services of America, Inc. | 16 | 16 | 0.84% | 1.61% | 2.37% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
KLINGENSTEIN FIELDS & CO LP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 16 |
Banco Santander, S.A. | 16 | 16 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.03% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
GARDNER LEWIS ASSET MANAGEMENT L P | 9 | 3 | 0.11% | 0.47% | 0.83% | Q3 2017 | Q3 2023 | 16 |
PARNASSUS INVESTMENTS, LLC | 16 | 16 | 0.02% | 0.12% | 0.26% | Q3 2019 | Q2 2023 | 16 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.64% | 2.38% | Q2 2017 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.01% | 0.10% | 0.23% | Q4 2018 | Q3 2022 | 15 |
Bedell Frazier Investment Counselling, LLC | 12 | 3 | 0.19% | 0.75% | 2.45% | Q4 2014 | Q4 2022 | 15 |
Fayerweather Charles | 14 | 1 | 0.44% | 0.62% | 0.80% | Q3 2016 | Q2 2020 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.37% | 0.71% | 1.03% | Q4 2018 | Q2 2022 | 15 |
Grace Capital | 15 | 15 | 0.16% | 0.35% | 0.55% | Q2 2018 | Q4 2021 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 4 | 0.04% | 0.07% | 0.12% | Q2 2017 | Q4 2022 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.02% | 0.26% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Rehmann Capital Advisory Group | 9 | 3 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q1 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Empirical Finance, LLC | 15 | 15 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q4 2016 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.05% | 0.15% | 0.24% | Q1 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Baystate Wealth Management LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q2 2023 | 15 |
Pendal Group Ltd | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 15 |
Sicart Associates LLC | 15 | 15 | 0.77% | 1.43% | 1.86% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.10% | 0.16% | 0.24% | Q3 2016 | Q1 2020 | 15 |
PINNACLE ASSOCIATES LTD | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2023 | 15 |
Sepio Capital, LP | 15 | 15 | 0.04% | 0.23% | 0.34% | Q1 2020 | Q3 2023 | 15 |
NIPPON LIFE INSURANCE CO | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2017 | 15 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MORGENS WATERFALL VINTIADIS & CO INC | 8 | 3 | 0.90% | 1.51% | 3.59% | Q1 2014 | Q4 2021 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
BALDWIN BROTHERS LLC/MA | 7 | 3 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Belpointe Asset Management LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 15 |
BARINGS LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2022 | 15 |
Private Ocean, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 15 |
Spark Investment Management LLC | 8 | 7 | 0.04% | 0.54% | 1.34% | Q4 2013 | Q2 2019 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.05% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
LUCAS CAPITAL MANAGEMENT | 8 | 1 | 0.07% | 0.15% | 0.31% | Q1 2014 | Q2 2018 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
TRUE Private Wealth Advisors | 9 | 6 | 0.03% | 0.08% | 0.29% | Q1 2018 | Q4 2021 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.03% | 0.14% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 9 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
Granite Investment Partners, LLC | 15 | 15 | 0.20% | 0.38% | 0.55% | Q2 2019 | Q4 2022 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q4 2016 | 15 |
WESTWOOD HOLDINGS GROUP INC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MYCIO WEALTH PARTNERS, LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Great Diamond Partners, LLC | 14 | 1 | 0.04% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Greytown Advisors Inc. | 15 | 15 | 0.12% | 0.21% | 0.33% | Q3 2019 | Q1 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Corient Capital Partners, LLC | 10 | 5 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2022 | 15 |
HighPoint Advisor Group LLC | 6 | 1 | 0.04% | 0.13% | 0.32% | Q3 2017 | Q2 2022 | 15 |
ETRADE Capital Management LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Dynamic Technology Lab Private Ltd | 8 | 1 | 0.02% | 0.09% | 0.19% | Q1 2018 | Q2 2023 | 14 |
Hitchwood Capital Management LP | 14 | 14 | 0.45% | 1.95% | 4.71% | Q3 2017 | Q4 2020 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.03% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.25% | 0.56% | Q3 2014 | Q3 2023 | 14 |
Clarity Wealth Advisors, LLC | 14 | 14 | 0.12% | 0.31% | 0.58% | Q4 2019 | Q1 2023 | 14 |
Solstein Capital, LLC | 11 | 3 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 1 | 0.03% | 1.43% | 3.06% | Q2 2017 | Q2 2023 | 14 |
SIMON QUICK ADVISORS, LLC | 13 | 1 | 0.00% | 0.09% | 0.61% | Q1 2017 | Q3 2020 | 14 |
Voya Financial Advisors, Inc. | 10 | 4 | 0.01% | 0.06% | 0.10% | Q3 2019 | Q1 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
WEALTHFRONT Corp | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2018 | 14 |
Callan Capital, LLC | 10 | 4 | 0.03% | 0.08% | 0.16% | Q1 2014 | Q3 2023 | 14 |
Dakota Wealth Management | 7 | 3 | 0.01% | 0.08% | 0.33% | Q3 2018 | Q2 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.05% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 14 | 14 | 2.72% | 4.13% | 5.98% | Q2 2013 | Q3 2016 | 14 |
SAGE RHINO CAPITAL LLC | 13 | 1 | 0.06% | 0.14% | 0.24% | Q1 2019 | Q1 2023 | 14 |
MIROVA | 8 | 1 | 0.00% | 0.09% | 1.02% | Q4 2018 | Q2 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Capital Bank & Trust Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 14 |
MGO ONE SEVEN LLC | 5 | 2 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q2 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2020 | 14 |
CPWM, LLC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2020 | 14 |
Calamos Wealth Management LLC | 11 | 1 | 0.02% | 0.67% | 1.22% | Q3 2013 | Q1 2022 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.08% | 0.37% | Q2 2013 | Q3 2016 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.22% | 0.39% | 0.55% | Q2 2013 | Q3 2016 | 14 |
Vestmark Advisory Solutions, Inc. | 12 | 2 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.12% | 0.27% | Q1 2020 | Q3 2023 | 14 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 14 | 14 | 0.24% | 0.48% | 0.84% | Q2 2013 | Q3 2016 | 14 |
Rikoon Group, LLC | 14 | 14 | 0.09% | 0.15% | 0.25% | Q4 2017 | Q1 2021 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 14 |
Pflug Koory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Elefante Mark B | 14 | 14 | 1.76% | 2.25% | 2.80% | Q1 2017 | Q2 2020 | 14 |
JGP Wealth Management, LLC | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Friedberg Investment Management | 14 | 14 | 0.37% | 0.57% | 0.88% | Q2 2013 | Q3 2016 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.02% | 0.10% | 0.37% | Q4 2016 | Q2 2020 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2016 | 14 |
MARTIN CURRIE LTD | 14 | 14 | 0.96% | 2.11% | 3.35% | Q2 2020 | Q3 2023 | 14 |
Duquesne Family Office | 9 | 2 | 0.36% | 4.00% | 9.67% | Q3 2013 | Q2 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Tidal Investments LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 11 | 3 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q1 2022 | 14 |
LINCOLN NATIONAL CORP | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 14 |
Hixon Zuercher, LLC | 14 | 14 | 0.58% | 0.92% | 1.26% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CHOREO, LLC | 14 | 14 | 0.07% | 0.12% | 0.17% | Q1 2014 | Q2 2017 | 14 |
Roundview Capital LLC | 12 | 2 | 0.08% | 0.19% | 0.35% | Q2 2016 | Q4 2021 | 14 |
Bath Savings Trust Co | 14 | 14 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q2 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 14 |
CVA Family Office, LLC | 10 | 3 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 13 |
Icon Wealth Partners, LLC | 7 | 1 | 0.00% | 0.17% | 0.31% | Q4 2017 | Q3 2023 | 13 |
Winfield Associates, Inc. | 13 | 13 | 0.16% | 0.24% | 0.36% | Q1 2019 | Q1 2022 | 13 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q2 2017 | 13 |
CHICAGO EQUITY PARTNERS LLC | 8 | 1 | 0.01% | 0.04% | 0.23% | Q1 2014 | Q4 2019 | 13 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
DEERE & CO | 10 | 3 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q3 2016 | 13 |
PIN OAK INVESTMENT ADVISORS INC | 13 | 13 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 13 | 13 | 0.78% | 1.49% | 2.00% | Q1 2019 | Q1 2022 | 13 |
WESPAC Advisors SoCal, LLC | 13 | 13 | 0.03% | 0.12% | 0.16% | Q4 2017 | Q4 2020 | 13 |
Berkeley Capital Partners, LLC | 13 | 13 | 0.10% | 0.23% | 0.38% | Q1 2019 | Q1 2022 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Cottage Street Advisors LLC | 13 | 13 | 0.88% | 1.94% | 2.76% | Q4 2015 | Q4 2018 | 13 |
CX Institutional | 11 | 2 | 0.00% | 0.01% | 0.14% | Q1 2019 | Q3 2022 | 13 |
DUALITY ADVISERS, LP | 5 | 1 | 0.02% | 0.16% | 0.34% | Q4 2018 | Q3 2023 | 13 |
Sonora Investment Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2021 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.16% | 0.28% | 0.44% | Q1 2019 | Q1 2022 | 13 |
Homrich & Berg | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sarasin & Partners LLP | 13 | 13 | 0.73% | 1.41% | 2.14% | Q3 2020 | Q3 2023 | 13 |
COOKSON PEIRCE & CO INC | 7 | 1 | 0.03% | 2.31% | 3.78% | Q3 2013 | Q2 2019 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 13 |
Costello Asset Management, INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 1 | 0.07% | 0.42% | 1.19% | Q3 2014 | Q1 2020 | 13 |
Polen Capital Management | 13 | 13 | 0.46% | 2.02% | 3.12% | Q3 2020 | Q3 2023 | 13 |
PARADIGM ASSET MANAGEMENT CO LLC | 11 | 2 | 0.02% | 0.06% | 0.22% | Q1 2017 | Q3 2020 | 13 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 13 |
QUEST INVESTMENT MANAGEMENT LLC | 8 | 5 | 0.20% | 0.59% | 1.90% | Q4 2016 | Q4 2020 | 13 |
Axiom Investment Management LLC | 13 | 13 | 0.10% | 0.59% | 1.24% | Q4 2018 | Q4 2021 | 13 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 5 | 0.06% | 0.13% | 0.17% | Q4 2018 | Q1 2022 | 13 |
MAI Capital Management | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
Trexquant Investment LP | 4 | 1 | 0.06% | 0.21% | 0.53% | Q1 2015 | Q3 2022 | 13 |
Miramar Capital, LLC | 13 | 13 | 0.07% | 0.18% | 0.31% | Q4 2018 | Q4 2021 | 13 |
WENDELL DAVID ASSOCIATES INC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 13 |
Sunbelt Securities, Inc. | 6 | 1 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 13 |
CCLA Investment Management | 8 | 5 | 0.49% | 0.73% | 1.18% | Q2 2020 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.25% | 0.76% | 1.32% | Q2 2013 | Q2 2016 | 13 |
B & T Capital Management DBA Alpha Capital Management | 13 | 13 | 0.40% | 0.60% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.18% | 0.68% | Q1 2015 | Q3 2023 | 13 |
BENJAMIN EDWARDS INC | 7 | 6 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q1 2023 | 13 |
S.A. Mason LLC | 13 | 13 | 0.19% | 0.61% | 1.00% | Q3 2020 | Q3 2023 | 13 |
Legacy Advisors, LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 13 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 13 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.02% | 0.12% | 0.28% | Q2 2015 | Q1 2020 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Ardevora Asset Management LLP | 7 | 6 | 0.58% | 0.82% | 1.05% | Q2 2018 | Q1 2022 | 13 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 9 | 4 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q4 2017 | 13 |
FARMERS TRUST CO | 13 | 13 | 0.44% | 0.70% | 1.00% | Q4 2019 | Q4 2022 | 13 |
WAFRA INC. | 13 | 13 | 0.27% | 0.55% | 1.11% | Q3 2017 | Q3 2020 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 1 | 0.00% | 0.02% | 0.14% | Q4 2019 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.00% | 0.07% | 0.16% | Q4 2019 | Q4 2022 | 13 |
Joel Isaacson & Co., LLC | 9 | 4 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2021 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.31% | 0.48% | 0.69% | Q4 2020 | Q4 2023 | 13 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 13 |
Baader Bank Aktiengesellschaft | 6 | 6 | 0.11% | 0.47% | 0.88% | Q2 2022 | Q3 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.04% | 0.12% | 0.28% | Q4 2017 | Q4 2020 | 13 |
GFG Capital, LLC | 9 | 3 | 0.04% | 0.14% | 0.26% | Q1 2020 | Q2 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2019 | 12 |
HOWE & RUSLING INC | 9 | 3 | 0.00% | 0.09% | 0.45% | Q1 2015 | Q3 2022 | 12 |
Ensemble Capital Management | 12 | 12 | 2.84% | 4.78% | 7.50% | Q4 2020 | Q3 2023 | 12 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2023 | 12 |
Magnus Financial Group LLC | 7 | 5 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q4 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Sustainable Growth Advisers, LP | 11 | 1 | 0.03% | 2.06% | 3.05% | Q3 2014 | Q1 2022 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2019 | 12 |
Kemnay Advisory Services Inc. | 12 | 12 | 0.45% | 1.00% | 1.69% | Q2 2014 | Q1 2017 | 12 |
RAINIER INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.06% | 0.30% | 0.92% | Q2 2013 | Q1 2016 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.23% | 0.39% | 0.53% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HMS Capital Management, LLC | 9 | 9 | 0.10% | 0.40% | 1.03% | Q2 2018 | Q2 2020 | 12 |
Coatue Management | 10 | 2 | 0.09% | 0.67% | 1.43% | Q4 2014 | Q4 2019 | 12 |
Carnegie Capital Asset Management, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 12 |
Quadrature Capital Ltd | 4 | 2 | 0.04% | 0.40% | 1.13% | Q3 2017 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
DeepCurrents Investment Group LLC | 7 | 7 | 0.08% | 1.35% | 4.21% | Q4 2018 | Q2 2020 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2021 | 12 |
Ownership Capital B.V. | 12 | 12 | 2.50% | 4.24% | 5.64% | Q4 2020 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PACES FERRY WEALTH ADVISORS, LLC | 12 | 12 | 0.21% | 0.47% | 0.67% | Q3 2020 | Q2 2023 | 12 |
SANDLER CAPITAL MANAGEMENT | 9 | 2 | 0.10% | 0.67% | 2.84% | Q2 2013 | Q4 2018 | 12 |
Impax Asset Management Group plc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.03% | 0.24% | 0.73% | Q4 2013 | Q2 2022 | 12 |
Northeast Financial Consultants Inc | 8 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Avitas Wealth Management LLC | 7 | 5 | 0.05% | 0.16% | 0.29% | Q1 2019 | Q2 2023 | 12 |
AXIOM INVESTORS LLC /DE | 12 | 12 | 0.29% | 1.12% | 1.88% | Q2 2017 | Q1 2020 | 12 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 4 | 0.57% | 1.05% | 1.94% | Q2 2013 | Q2 2019 | 12 |
BRISTOL JOHN W & CO INC /NY/ | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 12 | 12 | 0.09% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.46% | 0.73% | 1.07% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.23% | 0.35% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.59% | 1.34% | 2.16% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.02% | 0.57% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Aristotle Atlantic Partners, LLC | 12 | 12 | 0.12% | 0.23% | 0.60% | Q2 2019 | Q1 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Buckley Wealth Management, LLC | 12 | 12 | 0.27% | 0.31% | 0.35% | Q4 2018 | Q3 2021 | 12 |
COMERICA SECURITIES,INC. | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 12 |
OLD DOMINION CAPITAL MANAGEMENT INC | 9 | 3 | 0.10% | 0.12% | 0.16% | Q3 2018 | Q3 2021 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.05% | 0.20% | 0.51% | Q2 2013 | Q2 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 12 |
Texas Yale Capital Corp. | 12 | 12 | 0.05% | 0.09% | 0.11% | Q2 2019 | Q1 2022 | 12 |
ProVise Management Group, LLC | 7 | 1 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q1 2022 | 12 |
Liberty Mutual Group Asset Management Inc. | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2018 | 12 |
CI Global Investments Inc. | 11 | 1 | 0.02% | 0.39% | 0.72% | Q2 2013 | Q2 2016 | 12 |
Cambridge Financial Group, Inc. | 12 | 12 | 2.69% | 3.19% | 3.83% | Q4 2018 | Q3 2021 | 12 |
AIA Group Ltd | 12 | 12 | 0.05% | 0.26% | 0.78% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Frisch Financial Group, Inc. | 12 | 12 | 0.11% | 0.14% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Veritas Asset Management LLP | 12 | 12 | 0.68% | 1.68% | 2.66% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.08% | 0.35% | Q2 2014 | Q3 2023 | 12 |
Highlander Capital Management, LLC | 8 | 1 | 0.01% | 0.04% | 0.11% | Q3 2014 | Q2 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Capital International, Inc./CA/ | 12 | 12 | 0.01% | 0.23% | 0.75% | Q3 2015 | Q2 2018 | 12 |
BAR HARBOR WEALTH MANAGEMENT | 8 | 4 | 0.02% | 0.08% | 0.19% | Q3 2018 | Q3 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.09% | 0.27% | Q4 2016 | Q3 2019 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Copperwynd Financial, LLC | 11 | 11 | 0.18% | 0.22% | 0.28% | Q1 2021 | Q3 2023 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 3 | 0.00% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
First Bank & Trust | 11 | 11 | 0.00% | 0.18% | 0.61% | Q3 2019 | Q1 2022 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.01% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Eversept Partners, LP | 7 | 1 | 0.46% | 1.70% | 2.76% | Q4 2018 | Q3 2023 | 11 |
CABOT WEALTH MANAGEMENT INC | 11 | 11 | 0.39% | 0.95% | 1.38% | Q1 2014 | Q3 2016 | 11 |
Calvert Investment Management, Inc. | 11 | 11 | 0.02% | 0.06% | 0.08% | Q2 2014 | Q4 2016 | 11 |
Fieldpoint Private Securities, LLC | 8 | 3 | 0.01% | 0.13% | 0.23% | Q2 2019 | Q2 2022 | 11 |
PointState Capital LP | 10 | 1 | 0.07% | 1.30% | 3.01% | Q3 2013 | Q1 2021 | 11 |
Soros Fund Management | 6 | 1 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q2 2022 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q1 2022 | 11 |
Hudson Bay Capital Management LP | 3 | 2 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 11 |
PATTEN & PATTEN INC/TN | 9 | 1 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2022 | 11 |
Lee Financial Co | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 11 | 0.51% | 0.87% | 1.56% | Q3 2019 | Q1 2022 | 11 |
Edgestream Partners, L.P. | 3 | 1 | 0.03% | 0.31% | 1.25% | Q2 2014 | Q2 2022 | 11 |
Bell Bank | 11 | 11 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q1 2023 | 11 |
Magellan Asset Management Ltd | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 11 |
Global X Management CO LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 11 |
Baker Avenue Asset Management, LP | 7 | 4 | 0.00% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 11 |
GENERATION INVESTMENT MANAGEMENT LLP | 11 | 11 | 0.65% | 1.98% | 3.25% | Q4 2019 | Q2 2022 | 11 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 11 |
Lenox Wealth Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2018 | 11 |
Carroll Financial Associates, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2021 | 11 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 3 | 0.03% | 0.31% | 1.23% | Q1 2016 | Q3 2019 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.13% | 0.23% | 0.33% | Q4 2020 | Q2 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.19% | 0.38% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Sequoia Financial Advisors, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.47% | 1.21% | Q3 2013 | Q3 2022 | 11 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.01% | 0.08% | 0.28% | Q3 2014 | Q4 2019 | 11 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 11 | 11 | 0.93% | 2.15% | 3.18% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 11 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.21% | 0.75% | 2.70% | Q2 2016 | Q4 2018 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 1.51% | 2.05% | 2.45% | Q2 2013 | Q4 2015 | 11 |
Epoch Investment Partners, Inc. | 7 | 4 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q3 2020 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q1 2018 | 11 |
Pine River Capital Management L.P. | 11 | 11 | 0.04% | 0.17% | 0.31% | Q1 2014 | Q3 2016 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.50% | 1.13% | 2.46% | Q2 2013 | Q4 2015 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.09% | 0.21% | 0.44% | Q3 2014 | Q1 2022 | 11 |
Moisand Fitzgerald Tamayo, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q2 2021 | 11 |
Teza Capital Management LLC | 4 | 1 | 0.05% | 0.18% | 0.68% | Q2 2018 | Q3 2023 | 11 |
CLOUGH CAPITAL PARTNERS L P | 5 | 2 | 0.20% | 0.86% | 1.81% | Q4 2014 | Q2 2023 | 11 |
Venturi Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 11 |
SWS Partners | 5 | 2 | 0.04% | 0.43% | 1.05% | Q1 2018 | Q1 2021 | 11 |
LA FINANCIERE DE L'ECHIQUIER | 11 | 11 | 0.03% | 0.22% | 0.47% | Q2 2018 | Q4 2020 | 11 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.16% | 0.42% | Q1 2018 | Q3 2023 | 11 |
Penn Capital Management Company, LLC | 11 | 11 | 0.07% | 0.20% | 0.75% | Q2 2013 | Q4 2015 | 11 |
Simplicity Solutions, LLC | 6 | 1 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 11 |
Capital International Investors | 6 | 4 | 0.02% | 0.25% | 0.68% | Q3 2015 | Q2 2019 | 10 |
Legal Advantage Investments, Inc. | 6 | 4 | 0.19% | 0.98% | 1.50% | Q4 2020 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q4 2020 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Sterling Capital Management LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q1 2016 | 10 |
CARRET ASSET MANAGEMENT, LLC | 6 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Orion Capital Management LLC | 10 | 10 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q1 2023 | 10 |
ENCOMPASS WEALTH ADVISORS, LLC | 10 | 10 | 0.06% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
TECTONIC ADVISORS LLC | 6 | 4 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 10 |
Edge Wealth Management LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2020 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FORTALEZA ASSET MANAGEMENT INC/ | 10 | 10 | 0.00% | 0.39% | 1.46% | Q2 2013 | Q3 2015 | 10 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 10 | 10 | 0.10% | 0.13% | 0.16% | Q4 2015 | Q1 2018 | 10 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 10 |
Altman Advisors, Inc. | 10 | 10 | 0.48% | 0.79% | 1.14% | Q3 2020 | Q4 2022 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 10 | 10 | 0.01% | 0.18% | 0.45% | Q2 2021 | Q3 2023 | 10 |
CEDAR CAPITAL, LLC | 10 | 10 | 0.10% | 0.19% | 0.26% | Q2 2018 | Q3 2020 | 10 |
RPG Investment Advisory, LLC | 6 | 4 | 0.02% | 0.05% | 0.13% | Q4 2015 | Q2 2018 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
AMF Tjanstepension AB | 10 | 10 | 0.10% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
DUNCKER STREETT & CO INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2022 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.04% | 0.16% | Q4 2022 | Q3 2023 | 10 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q1 2016 | 10 |
Ballentine Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 10 |
Cupps Capital Management, LLC | 9 | 1 | 0.02% | 0.65% | 1.22% | Q2 2013 | Q1 2016 | 10 |
BRR OpCo, LLC | 7 | 3 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q3 2021 | 10 |
Geo Capital Gestora de Recursos Ltd | 10 | 10 | 0.00% | 2.06% | 5.96% | Q3 2020 | Q4 2022 | 10 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BKS ADVISORS, LLC | 10 | 10 | 0.19% | 0.27% | 0.45% | Q4 2016 | Q1 2019 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Knowledge Leaders Capital, LLC | 10 | 10 | 0.35% | 0.44% | 0.70% | Q2 2020 | Q3 2022 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q1 2023 | 10 |
RS INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q2 2016 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 1.40% | 2.25% | 3.02% | Q4 2020 | Q3 2023 | 10 |
Itau Unibanco Holding S.A. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ohio National Investments, Inc. | 10 | 10 | 0.08% | 0.14% | 0.25% | Q4 2013 | Q1 2016 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.06% | 0.26% | 0.48% | Q3 2016 | Q3 2022 | 10 |
Karp Capital Management Corp | 10 | 10 | 0.02% | 0.20% | 0.44% | Q4 2014 | Q1 2017 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q1 2023 | 10 |
MAZAMA CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.30% | 0.57% | Q2 2013 | Q3 2015 | 10 |
Samsung Asset Management (New York), Inc. | 10 | 10 | 0.19% | 0.78% | 1.27% | Q2 2014 | Q3 2016 | 10 |
MONTAG A & ASSOCIATES INC | 6 | 4 | 0.00% | 0.03% | 0.16% | Q3 2020 | Q3 2023 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.20% | 0.35% | Q3 2018 | Q3 2023 | 10 |
FCF Advisors LLC | 9 | 1 | 0.87% | 1.20% | 1.51% | Q3 2017 | Q4 2020 | 10 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q2 2018 | 10 |
PEREGRINE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.30% | 0.67% | 0.97% | Q1 2018 | Q2 2020 | 10 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2011 | Q3 2023 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Van Hulzen Asset Management, LLC | 8 | 2 | 0.13% | 0.34% | 0.76% | Q1 2015 | Q2 2022 | 10 |
JONES FINANCIAL COMPANIES LLLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Fiera Capital (Europe) Ltd. | 10 | 10 | 0.06% | 0.17% | 0.39% | Q4 2013 | Q1 2016 | 10 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Family Management Corp | 10 | 10 | 0.77% | 0.98% | 1.53% | Q2 2018 | Q3 2020 | 10 |
Copernicus Capital Management, LLC | 9 | 9 | 1.87% | 6.25% | 11.76% | Q4 2017 | Q4 2019 | 9 |
ALPHA WINDWARD LLC | 7 | 2 | 0.05% | 0.12% | 0.16% | Q2 2015 | Q2 2020 | 9 |
West Family Investments, Inc. | 7 | 2 | 0.05% | 0.36% | 0.61% | Q2 2021 | Q3 2023 | 9 |
WASHINGTON CAPITAL MANAGEMENT, INC | 7 | 2 | 0.27% | 0.40% | 0.70% | Q2 2016 | Q3 2018 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Covington Investment Advisors Inc. | 9 | 9 | 0.38% | 0.88% | 1.25% | Q4 2020 | Q4 2022 | 9 |
PARK CIRCLE Co | 9 | 9 | 0.34% | 0.65% | 0.90% | Q3 2020 | Q3 2022 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.52% | 0.83% | 1.20% | Q4 2020 | Q4 2022 | 9 |
Simmons Bank | 9 | 9 | 0.02% | 0.07% | 0.10% | Q2 2021 | Q2 2023 | 9 |
CANANDAIGUA NATIONAL CORP | 9 | 9 | 0.10% | 0.17% | 0.23% | Q4 2020 | Q4 2022 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
AGF Investments LLC | 5 | 4 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q1 2020 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.74% | 1.32% | 1.76% | Q3 2021 | Q3 2023 | 9 |
Nikko Asset Management Americas, Inc. | 9 | 9 | 0.00% | 2.39% | 5.28% | Q3 2018 | Q3 2020 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.23% | 0.32% | 0.42% | Q2 2013 | Q2 2015 | 9 |
Alaethes Wealth LLC | 9 | 9 | 0.52% | 0.67% | 0.82% | Q1 2021 | Q1 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.05% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Atika Capital Management LLC | 7 | 1 | 0.69% | 2.08% | 2.98% | Q4 2013 | Q1 2023 | 9 |
Jump Financial, LLC | 6 | 1 | 0.01% | 0.10% | 0.22% | Q1 2021 | Q3 2023 | 9 |
FineMark National Bank & Trust | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 9 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2021 | 9 |
Davidson Capital Management Inc. | 9 | 9 | 0.00% | 0.39% | 0.79% | Q4 2019 | Q4 2021 | 9 |
CQS Cayman LP | 6 | 3 | 0.08% | 0.24% | 0.53% | Q2 2014 | Q2 2019 | 9 |
Mizuho Markets Cayman LP | 6 | 1 | 0.09% | 0.63% | 1.30% | Q1 2021 | Q3 2023 | 9 |
WALL STREET ASSOCIATES | 9 | 9 | 0.06% | 0.09% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Confluence Wealth Management LLC | 8 | 1 | 0.12% | 0.15% | 0.18% | Q2 2018 | Q3 2020 | 9 |
Hutchin Hill Capital, LP | 8 | 1 | 0.01% | 0.06% | 0.08% | Q1 2014 | Q2 2016 | 9 |
NatWest Group plc | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 9 |
A.R.T. Advisors, LLC | 3 | 1 | 0.08% | 0.20% | 0.43% | Q3 2013 | Q1 2019 | 9 |
Assured Investment Management LLC | 4 | 1 | 0.00% | 0.04% | 0.17% | Q3 2014 | Q1 2019 | 9 |
Verdence Capital Advisors LLC | 6 | 3 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Wealth Alliance | 6 | 3 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 9 |
Nan Fung Group Holdings Ltd | 9 | 9 | 13.25% | 16.17% | 21.48% | Q3 2021 | Q3 2023 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 0.52% | 1.00% | 1.74% | Q4 2012 | Q4 2014 | 9 |
OMERS ADMINISTRATION Corp | 6 | 3 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2016 | 9 |
C-J Advisory, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2019 | 9 |
NAVELLIER & ASSOCIATES INC | 7 | 1 | 0.02% | 0.98% | 2.31% | Q4 2012 | Q3 2015 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.32% | 0.40% | 0.55% | Q4 2015 | Q4 2017 | 9 |
Brown Advisory Securities, LLC | 4 | 1 | 0.04% | 0.12% | 0.21% | Q2 2015 | Q4 2020 | 9 |
Endurant Capital Management LP | 4 | 2 | 0.18% | 0.40% | 0.59% | Q4 2014 | Q2 2017 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Jabre Capital Partners S.A. | 6 | 1 | 0.37% | 0.91% | 1.89% | Q4 2014 | Q4 2017 | 9 |
NewEdge Advisors, LLC | 5 | 4 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 9 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2018 | 9 |
H2O AM LLP | 9 | 9 | 0.00% | 0.53% | 2.57% | Q4 2018 | Q4 2020 | 9 |
BHF Kleinwort Benson Group S.A. | 8 | 1 | 0.04% | 0.50% | 0.84% | Q3 2013 | Q4 2015 | 9 |
ELEMENT POINTE ADVISORS, LLC | 9 | 9 | 0.19% | 0.29% | 0.38% | Q1 2020 | Q1 2022 | 9 |
Landsberg, Bennett, & Dubbaneh LLC | 8 | 1 | 0.03% | 0.21% | 0.36% | Q4 2018 | Q2 2021 | 9 |
Phoenix Holdings Ltd. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2016 | 9 |
EMERALD ADVISERS, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 9 |
Winslow Capital Management, LLC | 9 | 9 | 1.13% | 1.45% | 2.04% | Q2 2017 | Q2 2019 | 9 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.00% | 0.13% | 0.34% | Q4 2020 | Q4 2022 | 9 |
Alphabet Inc. | 9 | 9 | 0.47% | 0.56% | 0.69% | Q3 2021 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.07% | 0.12% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
Altium Capital Management LP | 8 | 1 | 0.74% | 1.21% | 1.84% | Q4 2020 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.14% | 0.19% | Q2 2013 | Q2 2015 | 9 |
Ilmarinen Mutual Pension Insurance Co | 6 | 3 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 1 | 0.04% | 0.16% | 0.35% | Q4 2017 | Q2 2021 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q1 2016 | Q2 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.21% | 0.34% | Q2 2021 | Q3 2023 | 9 |
Quantamental Technologies LLC | 6 | 1 | 0.13% | 0.48% | 2.30% | Q4 2018 | Q4 2022 | 9 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.00% | 0.09% | 0.20% | Q4 2013 | Q1 2016 | 9 |
Canal Capital Management, LLC | 9 | 9 | 0.12% | 0.43% | 0.61% | Q4 2020 | Q4 2022 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q3 2013 | Q3 2015 | 9 |
Symmetry Partners, LLC | 7 | 2 | 0.02% | 0.03% | 0.08% | Q4 2018 | Q1 2022 | 9 |
Certified Advisory Corp | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 9 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.08% | 0.15% | Q1 2015 | Q4 2018 | 9 |
REGENTATLANTIC CAPITAL LLC | 7 | 2 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 9 |
Omnia Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.26% | 0.51% | 0.69% | Q4 2020 | Q4 2022 | 9 |
SteelBridge Private Wealth Advisors LLC | 9 | 9 | 0.34% | 1.13% | 2.39% | Q1 2016 | Q1 2018 | 9 |
SevenBridge Financial Group, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 9 |
Jupiter Investment Management Ltd | 6 | 1 | 0.05% | 0.21% | 0.77% | Q3 2016 | Q1 2020 | 9 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 8 |
GSB Wealth Management, LLC | 6 | 2 | 0.07% | 0.23% | 0.45% | Q1 2021 | Q1 2023 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.32% | 0.47% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Aureus Asset Management, LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2017 | 8 |
Cooper Financial Group | 8 | 8 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Gerstein Fisher | 8 | 8 | 0.03% | 0.15% | 0.28% | Q2 2014 | Q1 2016 | 8 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 8 |
Clean Yield Group | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 8 |
COASTLAND CAPITAL LLC | 8 | 8 | 0.13% | 0.43% | 0.76% | Q3 2014 | Q2 2016 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2023 | 8 |
FULTON BANK, N.A. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2018 | 8 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 3 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q2 2022 | 8 |
Destination Wealth Management | 6 | 2 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2020 | 8 |
Global Thematic Partners, LLC | 8 | 8 | 0.31% | 1.82% | 2.92% | Q2 2018 | Q1 2020 | 8 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q3 2020 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.07% | 0.16% | 0.26% | Q2 2020 | Q3 2022 | 8 |
West Coast Financial LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q3 2021 | 8 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 1 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q4 2021 | 8 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 2 | 0.25% | 0.46% | 0.65% | Q4 2013 | Q1 2016 | 8 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2021 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 8 |
Carmignac Gestion | 8 | 8 | 0.01% | 1.04% | 2.52% | Q1 2019 | Q4 2020 | 8 |
Memorial Sloan Kettering Cancer Center | 8 | 8 | 2.79% | 3.90% | 4.41% | Q3 2021 | Q2 2023 | 8 |
Segment Wealth Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q1 2022 | 8 |
ZEVIN ASSET MANAGEMENT LLC | 6 | 2 | 0.06% | 0.28% | 0.98% | Q2 2016 | Q2 2019 | 8 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 8 |
CADIAN CAPITAL MANAGEMENT, LP | 8 | 8 | 0.28% | 1.57% | 3.32% | Q1 2014 | Q4 2015 | 8 |
AlphaMark Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2014 | Q3 2016 | 8 |
New Jersey Better Educational Savings Trust | 4 | 1 | 0.30% | 0.40% | 0.49% | Q2 2016 | Q3 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
First Pacific Advisors, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SECOR Capital Advisors, LP | 4 | 4 | 0.01% | 0.10% | 0.22% | Q2 2018 | Q1 2019 | 8 |
Saturna Capital CORP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.02% | 0.25% | 0.59% | Q1 2020 | Q4 2021 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.08% | 0.16% | 0.19% | Q1 2014 | Q4 2015 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.25% | 0.42% | 0.68% | Q2 2013 | Q1 2015 | 8 |
CNB Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
Visium Asset Management, LP | 4 | 4 | 0.00% | 0.12% | 0.29% | Q2 2013 | Q3 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 6 | 2 | 0.02% | 0.08% | 0.11% | Q4 2020 | Q2 2023 | 8 |
DSAM Partners (London) Ltd | 5 | 5 | 0.98% | 3.26% | 4.87% | Q1 2014 | Q1 2015 | 8 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2020 | 8 |
MARK ASSET MANAGEMENT LP | 6 | 1 | 0.25% | 1.47% | 2.53% | Q2 2014 | Q3 2017 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 0.71% | 1.22% | 1.50% | Q3 2020 | Q2 2022 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
People's United Financial, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Bradley & Co. Private Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 5 | 3 | 0.00% | 0.05% | 0.07% | Q1 2018 | Q4 2021 | 8 |
NewEdge Wealth, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
Bensler, LLC | 8 | 8 | 0.23% | 0.39% | 0.71% | Q4 2021 | Q3 2023 | 8 |
KB FINANCIAL PARTNERS, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
CIM INVESTMENT MANAGEMENT INC | 8 | 8 | 0.25% | 0.28% | 0.32% | Q1 2019 | Q4 2020 | 8 |
HOWARD HUGHES MEDICAL INSTITUTE | 7 | 1 | 0.02% | 0.25% | 0.58% | Q2 2014 | Q1 2017 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Graypoint LLC | 5 | 3 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.05% | 0.26% | Q4 2020 | Q3 2022 | 8 |
CenterBook Partners LP | 8 | 8 | 0.12% | 0.33% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.05% | 0.09% | 0.13% | Q1 2018 | Q4 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cinctive Capital Management LP | 3 | 1 | 0.02% | 0.15% | 0.26% | Q3 2021 | Q1 2023 | 8 |
Stamos Capital Partners, L.P. | 4 | 1 | 0.07% | 0.41% | 1.04% | Q4 2018 | Q3 2023 | 8 |
AHL Partners LLP | 5 | 3 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q4 2017 | 8 |
Mandatum Life Insurance Co Ltd | 8 | 8 | 0.33% | 0.43% | 0.50% | Q4 2015 | Q3 2017 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.02% | 0.23% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SpiderRock Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TOTH FINANCIAL ADVISORY CORP | 6 | 1 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q1 2023 | 8 |
State of Wyoming | 6 | 2 | 0.00% | 0.06% | 0.21% | Q1 2021 | Q3 2023 | 8 |
WHITEBOX ADVISORS LLC | 4 | 4 | 0.07% | 0.19% | 0.31% | Q4 2014 | Q2 2019 | 8 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.04% | 0.06% | 0.13% | Q4 2015 | Q4 2017 | 8 |
Virtus Fund Advisers, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2014 | Q1 2016 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Marcus Capital, LLC | 8 | 8 | 1.15% | 1.59% | 2.16% | Q4 2016 | Q3 2018 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.06% | 0.19% | Q2 2017 | Q3 2021 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Peloton Wealth Strategists | 8 | 8 | 0.74% | 0.91% | 1.06% | Q1 2020 | Q4 2021 | 8 |
MCIA Inc | 7 | 1 | 0.31% | 0.46% | 0.57% | Q3 2020 | Q3 2022 | 8 |
Echo Street Capital Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.17% | 0.83% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Stone Ridge Asset Management LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2019 | 8 |
CapWealth Advisors, LLC | 7 | 1 | 0.00% | 0.40% | 0.64% | Q3 2013 | Q3 2016 | 8 |
KANALY TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.10% | 0.15% | Q3 2021 | Q2 2023 | 8 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.00% | 0.11% | 0.16% | Q3 2018 | Q2 2020 | 7 |
Spearhead Capital Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.06% | 0.34% | Q3 2018 | Q3 2023 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.03% | 0.28% | 0.43% | Q4 2021 | Q2 2023 | 7 |
ARMISTICE CAPITAL, LLC | 7 | 7 | 0.37% | 0.74% | 1.20% | Q4 2020 | Q2 2022 | 7 |
Stanley-Laman Group, Ltd. | 4 | 1 | 0.05% | 0.62% | 1.10% | Q1 2014 | Q4 2020 | 7 |
FRIESS ASSOCIATES LLC | 4 | 1 | 0.79% | 1.45% | 1.93% | Q1 2017 | Q4 2019 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.00% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 7 |
Forward Management, LLC | 7 | 7 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q4 2014 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Mutual Advisors, LLC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q4 2021 | 7 |
AXS Investments LLC | 3 | 2 | 0.02% | 0.13% | 0.28% | Q1 2021 | Q2 2023 | 7 |
Financial Advocates Investment Management | 6 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q1 2021 | 7 |
Geduld E E | 7 | 7 | 0.17% | 0.28% | 0.49% | Q1 2014 | Q3 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 7 | 0.17% | 0.28% | 0.34% | Q4 2017 | Q2 2019 | 7 |
WADE G W & INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Americana Partners, LLC | 4 | 1 | 0.02% | 0.08% | 0.33% | Q4 2019 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Newfound Research LLC | 7 | 7 | 0.09% | 0.15% | 0.33% | Q3 2020 | Q1 2022 | 7 |
Woodline Partners LP | 3 | 1 | 0.06% | 0.21% | 0.49% | Q4 2020 | Q2 2023 | 7 |
Capital Planning Advisors, LLC | 5 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Westover Capital Advisors, LLC | 6 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
Absolute Return Capital, LLC | 6 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2015 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.18% | 0.37% | 0.59% | Q4 2017 | Q2 2019 | 7 |
LEE DANNER & BASS INC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2021 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 5 | 1 | 0.03% | 0.34% | 1.20% | Q4 2018 | Q3 2021 | 7 |
Riverstone Advisors, LLC | 7 | 7 | 2.03% | 2.21% | 2.50% | Q4 2018 | Q2 2020 | 7 |
Wahed Invest LLC | 7 | 7 | 0.11% | 0.21% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
HALSEY ASSOCIATES INC/CT | 7 | 7 | 0.05% | 0.36% | 0.49% | Q4 2015 | Q2 2017 | 7 |
MARATHON CAPITAL MANAGEMENT | 6 | 1 | 0.16% | 0.25% | 0.29% | Q3 2020 | Q2 2022 | 7 |
Sapphire Star Partners LP | 6 | 1 | 0.23% | 0.32% | 0.48% | Q1 2017 | Q4 2018 | 7 |
CITY NATIONAL BANK | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 7 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Boston Common Asset Management, LLC | 7 | 7 | 0.31% | 0.52% | 0.80% | Q2 2021 | Q4 2022 | 7 |
VONTOBEL ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.80% | 4.92% | Q4 2013 | Q2 2015 | 7 |
Matrix Capital Management Company, LP | 7 | 7 | 1.98% | 6.01% | 8.81% | Q1 2014 | Q3 2015 | 7 |
Starfire Investment Advisers, Inc. | 7 | 7 | 0.18% | 0.27% | 0.34% | Q4 2018 | Q2 2020 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q1 2020 | 7 |
Sonen Capital LLC | 7 | 7 | 0.35% | 0.95% | 2.32% | Q4 2021 | Q2 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.10% | 0.53% | 0.78% | Q1 2014 | Q3 2015 | 7 |
VAN DEN BERG MANAGEMENT I, INC | 7 | 7 | 0.05% | 0.19% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Railway Pension Investments Ltd | 7 | 7 | 0.04% | 0.11% | 0.23% | Q4 2018 | Q2 2020 | 7 |
ARGUS INVESTORS' COUNSEL, INC. | 7 | 7 | 0.16% | 0.24% | 0.28% | Q2 2018 | Q4 2019 | 7 |
Decheng Capital Management III (Cayman), LLC | 7 | 7 | 3.70% | 8.35% | 16.52% | Q1 2022 | Q3 2023 | 7 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 7 | 7 | 1.45% | 1.70% | 2.00% | Q1 2015 | Q3 2016 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.03% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.16% | 0.25% | Q4 2013 | Q2 2015 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Level Financial Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 7 | 0.03% | 0.11% | 0.15% | Q2 2020 | Q4 2021 | 7 |
PURA VIDA INVESTMENTS, LLC | 2 | 1 | 0.54% | 2.88% | 13.58% | Q4 2014 | Q3 2022 | 7 |
Copper Rock Capital Partners, LLC | 5 | 2 | 0.01% | 0.77% | 2.04% | Q1 2014 | Q2 2020 | 7 |
DECADE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.50% | 1.75% | 3.56% | Q2 2013 | Q1 2015 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q3 2015 | Q1 2017 | 7 |
Blue Pool Management Ltd. | 7 | 7 | 0.28% | 1.26% | 3.34% | Q4 2019 | Q2 2021 | 7 |
Claraphi Advisory Network, LLC | 7 | 7 | 0.09% | 0.17% | 0.23% | Q1 2019 | Q3 2020 | 7 |
South Shore Capital Advisors | 7 | 7 | 0.39% | 0.74% | 1.09% | Q1 2021 | Q3 2022 | 7 |
FT Options LLC | 2 | 2 | 0.00% | 0.11% | 0.26% | Q1 2016 | Q3 2017 | 7 |
Rock Springs Capital Management LP | 7 | 7 | 0.28% | 1.04% | 2.18% | Q4 2013 | Q2 2015 | 7 |
Crown Wealth Group, LLC | 7 | 7 | 0.16% | 0.44% | 0.91% | Q1 2022 | Q3 2023 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.23% | 0.29% | 0.36% | Q4 2015 | Q2 2017 | 7 |
Eagle Health Investments LP | 6 | 1 | 3.57% | 6.19% | 9.39% | Q4 2020 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 7 |
WOLFF WIESE MAGANA LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.01% | 0.11% | 0.34% | Q1 2019 | Q3 2022 | 7 |
Truvestments Capital LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
SFE Investment Counsel | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
DFPG INVESTMENTS, LLC | 4 | 2 | 0.09% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 6 |
CHICAGO TRUST Co NA | 4 | 1 | 0.05% | 0.13% | 0.26% | Q4 2020 | Q2 2023 | 6 |
Santa Fe Partners LLC | 6 | 6 | 0.11% | 0.34% | 0.52% | Q2 2014 | Q3 2015 | 6 |
AMERICAN NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
MENTA CAPITAL LLC | 4 | 1 | 0.08% | 0.25% | 0.64% | Q1 2016 | Q4 2018 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q4 2014 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Annapolis Financial Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
ArrowMark Colorado Holdings LLC | 3 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2015 | 6 |
Capital International Sarl | 6 | 6 | 0.33% | 0.62% | 0.90% | Q3 2015 | Q4 2016 | 6 |
WADDELL & REED FINANCIAL INC | 5 | 1 | 0.03% | 0.18% | 0.23% | Q1 2014 | Q4 2019 | 6 |
AJO, LP | 5 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q2 2020 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.12% | 0.60% | 1.36% | Q3 2018 | Q3 2021 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.02% | 0.11% | 0.27% | Q1 2022 | Q2 2023 | 6 |
DLD Asset Management, LP | 2 | 1 | 0.11% | 0.41% | 0.84% | Q2 2018 | Q3 2019 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Brookfield Asset Management | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 6 |
Parkwood LLC | 6 | 6 | 0.52% | 0.84% | 1.36% | Q2 2014 | Q3 2015 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 6 |
Worth Venture Partners, LLC | 2 | 1 | 0.01% | 0.86% | 2.83% | Q2 2018 | Q3 2019 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 6 |
Leverage Partners Absolute Return Fund SPC | 6 | 6 | 1.10% | 1.74% | 3.02% | Q4 2020 | Q1 2022 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 1.69% | 1.94% | 2.37% | Q2 2020 | Q3 2021 | 6 |
GABLES CAPITAL MANAGEMENT INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Ameritas Investment Company, LLC | 5 | 1 | 0.00% | 0.02% | 0.13% | Q1 2019 | Q1 2021 | 6 |
Arrow Capital Management, LLC | 6 | 6 | 2.04% | 3.20% | 3.95% | Q2 2014 | Q3 2015 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Altium Wealth Management LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 6 |
Forum Financial Management, LP | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Kingsview Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Illinois Municipal Retirement Fund | 6 | 6 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 6 |
A. D. Beadell Investment Counsel, Inc. | 4 | 2 | 0.18% | 0.23% | 0.29% | Q2 2021 | Q1 2023 | 6 |
MARCO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.40% | 0.60% | 0.83% | Q4 2020 | Q1 2022 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2021 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spears Abacus Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Cedar Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
WealthTrust-Arizona, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2018 | 6 |
HUSSMAN STRATEGIC ADVISORS, INC. | 6 | 6 | 0.23% | 0.34% | 0.44% | Q2 2022 | Q3 2023 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.52% | 0.87% | 1.17% | Q2 2014 | Q3 2015 | 6 |
Aurora Investment Managers, LLC. | 6 | 6 | 0.82% | 1.58% | 2.23% | Q2 2022 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
HARTLINE INVESTMENT CORP/ | 6 | 6 | 0.30% | 0.43% | 0.83% | Q3 2018 | Q4 2019 | 6 |
LCM Capital Management Inc | 6 | 6 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q1 2022 | 6 |
ClariVest Asset Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Hudson Value Partners, LLC | 6 | 6 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q1 2022 | 6 |
E&G Advisors, LP | 6 | 6 | 0.21% | 0.22% | 0.25% | Q1 2014 | Q2 2015 | 6 |
Scott & Selber, Inc. | 4 | 2 | 0.77% | 1.08% | 1.28% | Q1 2019 | Q3 2020 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.41% | 0.91% | 1.33% | Q4 2014 | Q2 2020 | 6 |
Boston Trust Walden Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
CAPITAL INTERNATIONAL LTD /CA/ | 6 | 6 | 0.49% | 0.88% | 1.12% | Q3 2015 | Q4 2016 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Iyo Bank, Ltd. | 4 | 2 | 0.76% | 1.33% | 1.92% | Q4 2021 | Q2 2023 | 6 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 6 | 0.03% | 0.21% | 0.70% | Q2 2018 | Q3 2019 | 6 |
Aquila Investment Management LLC | 6 | 6 | 0.43% | 0.95% | 1.69% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.17% | 0.27% | Q3 2016 | Q4 2017 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q4 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.16% | 0.33% | Q2 2013 | Q3 2014 | 6 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 6 |
Bard Financial Services, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.15% | 0.61% | 1.29% | Q1 2014 | Q1 2015 | 6 |
Neo Ivy Capital Management | 1 | 1 | 0.06% | 0.37% | 0.96% | Q3 2020 | Q2 2023 | 6 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2020 | 6 |
ARISTEIA CAPITAL, L.L.C. | 6 | 6 | 0.12% | 0.19% | 0.24% | Q3 2018 | Q4 2019 | 6 |
Traynor Capital Management, Inc. | 3 | 1 | 0.08% | 0.18% | 0.27% | Q2 2015 | Q2 2020 | 6 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.00% | 0.62% | 2.00% | Q4 2013 | Q4 2015 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
OARSMAN CAPITAL, INC. | 6 | 6 | 0.13% | 0.49% | 0.73% | Q3 2019 | Q4 2020 | 6 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.09% | 0.14% | Q2 2018 | Q1 2022 | 6 |
Hedeker Wealth, LLC | 6 | 6 | 0.35% | 0.89% | 1.34% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 2 | 0.00% | 0.17% | 0.69% | Q4 2018 | Q1 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Lone Pine Capital | 5 | 1 | 0.91% | 2.41% | 4.64% | Q1 2015 | Q4 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q3 2017 | 6 |
Ionic Capital Management LLC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q1 2016 | 6 |
Cyrus J. Lawrence, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Nippon Life Global Investors Americas, Inc. | 6 | 6 | 0.08% | 0.18% | 0.43% | Q1 2022 | Q2 2023 | 6 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 6 | 6 | 0.15% | 0.40% | 0.69% | Q2 2013 | Q3 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
UNITED FIRE GROUP INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Capula Management Ltd | 3 | 3 | 0.01% | 0.49% | 1.82% | Q2 2019 | Q4 2019 | 6 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.50% | 0.90% | 1.37% | Q3 2016 | Q1 2018 | 6 |
Canton Hathaway, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Sciencast Management LP | 2 | 1 | 0.17% | 0.35% | 0.94% | Q1 2018 | Q3 2023 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.30% | 0.31% | 0.33% | Q4 2020 | Q1 2022 | 6 |
180 WEALTH ADVISORS, LLC | 5 | 1 | 0.05% | 0.13% | 0.28% | Q1 2022 | Q3 2023 | 6 |
Norman Fields, Gottscho Capital Management, LLC | 3 | 3 | 0.79% | 0.94% | 1.08% | Q1 2016 | Q1 2023 | 6 |
Barrett Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 6 |
Perceptive Advisors | 2 | 1 | 0.03% | 0.21% | 0.79% | Q4 2013 | Q2 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2021 | 6 |
Decatur Capital Management, Inc. | 3 | 1 | 0.06% | 0.39% | 1.06% | Q4 2016 | Q1 2022 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NEXPOINT ASSET MANAGEMENT, L.P. | 5 | 5 | 0.08% | 0.13% | 0.18% | Q1 2020 | Q1 2021 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q4 2015 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.10% | 0.28% | Q3 2015 | Q2 2022 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Antipodean Advisors LLC | 5 | 5 | 1.21% | 3.92% | 5.98% | Q1 2014 | Q1 2015 | 5 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.05% | 0.13% | 0.28% | Q4 2013 | Q2 2018 | 5 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
USCA RIA LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q2 2021 | 5 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2020 | 5 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 5 | 5 | 2.22% | 4.91% | 7.08% | Q4 2016 | Q4 2017 | 5 |
Stanford Investment Group, Inc. | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q4 2016 | 5 |
Ramsay, Stattman, Vela & Price, Inc. | 5 | 5 | 0.21% | 0.25% | 0.32% | Q1 2022 | Q1 2023 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 5 | 0.06% | 0.12% | 0.16% | Q4 2013 | Q4 2014 | 5 |
Ascent Wealth Partners, LLC | 5 | 5 | 0.14% | 0.16% | 0.19% | Q3 2019 | Q3 2020 | 5 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.16% | 0.29% | 0.51% | Q2 2017 | Q3 2021 | 5 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 5 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2018 | 5 |
Veritas Investment Management LLP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
SEGALL BRYANT & HAMILL, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2021 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q2 2016 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 5 |
HighVista Strategies LLC | 4 | 1 | 0.35% | 0.64% | 0.84% | Q2 2014 | Q3 2015 | 5 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.06% | 0.19% | 0.33% | Q1 2014 | Q4 2019 | 5 |
STONNINGTON GROUP, LLC | 3 | 2 | 0.06% | 0.33% | 0.55% | Q2 2021 | Q1 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.14% | 0.48% | Q4 2016 | Q4 2021 | 5 |
Altshuler Shaham Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 5 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.01% | 0.05% | 0.06% | Q1 2015 | Q1 2022 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.90% | 1.24% | 1.62% | Q4 2014 | Q4 2015 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 5 |
Kamunting Street Capital Management, L.P. | 5 | 5 | 0.66% | 3.31% | 5.37% | Q3 2014 | Q3 2015 | 5 |
LANSDOWNE PARTNERS (UK) LLP | 5 | 5 | 0.03% | 4.41% | 9.09% | Q2 2021 | Q2 2022 | 5 |
TimesSquare Capital Management, LLC | 3 | 2 | 0.02% | 0.25% | 0.41% | Q2 2013 | Q3 2015 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 5 |
Valentine Capital Asset Management, Inc. | 5 | 5 | 0.02% | 0.67% | 1.01% | Q4 2014 | Q4 2015 | 5 |
FormulaFolio Investments, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 5 |
SG3 Management, LLC | 3 | 3 | 0.02% | 0.09% | 0.30% | Q3 2020 | Q1 2021 | 5 |
Bayesian Capital Management, LP | 3 | 1 | 0.26% | 0.49% | 0.70% | Q3 2017 | Q1 2023 | 5 |
Maven Securities LTD | 3 | 2 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 5 |
Swedbank | 5 | 5 | 0.23% | 0.60% | 0.76% | Q4 2019 | Q4 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.24% | 0.27% | 0.30% | Q1 2015 | Q1 2016 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.10% | 0.14% | 0.20% | Q4 2019 | Q4 2020 | 5 |
Hayden Royal, LLC | 4 | 1 | 0.18% | 0.48% | 0.96% | Q3 2020 | Q4 2021 | 5 |
Geneva Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2016 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 1.98% | 2.47% | 3.15% | Q4 2021 | Q4 2022 | 5 |
WATERS PARKERSON & CO., LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Bell Asset Management Ltd | 5 | 5 | 0.89% | 1.05% | 1.34% | Q3 2019 | Q3 2020 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Connecticut Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
AustralianSuper Pty Ltd | 2 | 1 | 0.00% | 0.42% | 1.31% | Q2 2020 | Q3 2023 | 5 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 5 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.07% | 0.18% | 0.36% | Q2 2013 | Q3 2015 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 5 |
Doyle Wealth Management | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 5 |
Clear Perspective Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2019 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Geneva Partners, LLC | 4 | 1 | 0.15% | 0.86% | 2.18% | Q1 2018 | Q1 2021 | 5 |
Abbot Financial Management, Inc. | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
SCOUT INVESTMENTS, INC. | 5 | 5 | 0.33% | 0.44% | 0.62% | Q3 2017 | Q3 2018 | 5 |
Spence Asset Management | 5 | 5 | 0.03% | 2.38% | 3.35% | Q4 2018 | Q4 2019 | 5 |
Virtue Capital Management, LLC | 3 | 1 | 0.20% | 0.49% | 0.92% | Q3 2018 | Q2 2020 | 5 |
Sound Income Strategies, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Titus Wealth Management | 5 | 5 | 0.11% | 0.13% | 0.16% | Q1 2021 | Q1 2022 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.13% | 0.15% | 0.18% | Q2 2020 | Q3 2021 | 5 |
FORA Capital, LLC | 1 | 1 | 0.37% | 0.65% | 1.21% | Q4 2019 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.25% | 0.46% | Q3 2019 | Q3 2020 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Shaolin Capital Management LLC | 4 | 1 | 0.08% | 0.69% | 1.02% | Q2 2019 | Q1 2021 | 5 |
VESTOR CAPITAL, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.55% | 1.10% | Q1 2021 | Q3 2023 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Legacy Wealth Planning, LLC | 3 | 1 | 0.23% | 0.26% | 0.29% | Q4 2019 | Q3 2021 | 5 |
Pantheon Investment Group, LLC | 5 | 5 | 0.56% | 0.71% | 0.89% | Q4 2020 | Q4 2021 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 5 |
XTX Topco Ltd | 4 | 1 | 0.04% | 0.21% | 0.37% | Q2 2021 | Q3 2023 | 5 |
Clearview Wealth Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q4 2022 | 5 |
Carson Advisory Inc. | 5 | 5 | 0.19% | 0.29% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
EFG Asset Management (North America) Corp. | 5 | 5 | 0.85% | 1.07% | 1.21% | Q4 2021 | Q4 2022 | 5 |
FirstPurpose Wealth LLC | 4 | 1 | 0.11% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 1 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q2 2021 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q2 2019 | 5 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2019 | 5 |
PORTLAND INVESTMENT COUNSEL INC. | 5 | 5 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q1 2022 | 5 |
OAKBROOK INVESTMENTS LLC | 2 | 1 | 0.01% | 0.13% | 0.19% | Q3 2014 | Q1 2019 | 5 |
HOWARD CAPITAL MANAGEMENT | 5 | 5 | 1.03% | 1.16% | 1.34% | Q3 2014 | Q3 2015 | 5 |
MERIDIAN MANAGEMENT CO | 5 | 5 | 1.05% | 1.18% | 1.39% | Q1 2020 | Q1 2021 | 5 |
CARLSON CAPITAL L P | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q3 2015 | 5 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 1.13% | 2.85% | Q1 2015 | Q1 2016 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
CenturyLink Investment Management Co | 3 | 1 | 0.10% | 0.21% | 0.34% | Q3 2013 | Q3 2015 | 5 |
LINCOLN CAPITAL CORP | 2 | 1 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q1 2023 | 5 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q2 2022 | 5 |
INGALLS & SNYDER LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 5 |
TIGER MANAGEMENT L.L.C. | 5 | 5 | 2.56% | 3.38% | 3.73% | Q4 2014 | Q4 2015 | 5 |
ADVISORY RESEARCH INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 2 | 1 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 5 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.14% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.04% | 0.37% | 0.56% | Q1 2014 | Q3 2018 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 4 |
Bellevue Asset Management AG | 4 | 4 | 1.44% | 2.28% | 2.67% | Q1 2015 | Q4 2015 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q1 2018 | 4 |
Paul John Balson | 4 | 4 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q4 2020 | 4 |
Oak Grove Capital LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q3 2021 | 4 |
300 NORTH CAPITAL, LLC | 4 | 4 | 0.63% | 1.10% | 1.72% | Q3 2014 | Q2 2015 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.09% | 0.15% | Q4 2020 | Q3 2022 | 4 |
Wedmont Private Capital | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 4 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.22% | 0.37% | Q4 2021 | Q2 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.11% | 0.21% | 0.38% | Q1 2020 | Q1 2021 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q2 2018 | 4 |
First Trust Direct Indexing L.P. | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
CLINTON GROUP INC | 1 | 1 | 0.05% | 0.14% | 0.24% | Q1 2014 | Q1 2016 | 4 |
F&V Capital Management, LLC | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2015 | Q3 2016 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.44% | 0.53% | 0.66% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Delphia (USA) Inc. | 3 | 1 | 0.14% | 0.45% | 0.61% | Q4 2021 | Q2 2023 | 4 |
United American Securities Inc. (d/b/a UAS Asset Management) | 3 | 1 | 0.31% | 0.38% | 0.52% | Q3 2018 | Q4 2019 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.53% | 0.79% | 1.06% | Q3 2018 | Q2 2019 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.06% | Q2 2023 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 4 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2021 | 4 |
XR Securities LLC | 3 | 1 | 0.05% | 0.13% | 0.17% | Q2 2018 | Q1 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.06% | 0.17% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.47% | 0.64% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Grandview Asset Management LLC | 4 | 4 | 0.28% | 0.42% | 0.65% | Q2 2020 | Q1 2021 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
WealthStone, Inc. | 3 | 1 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q1 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q2 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.10% | 0.22% | Q2 2020 | Q1 2023 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
CIM, LLC | 4 | 4 | 0.20% | 0.23% | 0.27% | Q3 2018 | Q2 2019 | 4 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 4 |
Retirement Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Windmill Hill Asset Management Ltd | 4 | 4 | 2.32% | 3.62% | 5.36% | Q3 2020 | Q2 2021 | 4 |
Blume Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.16% | 0.20% | 0.25% | Q4 2014 | Q3 2015 | 4 |
Andar Capital Management HK Ltd | 3 | 1 | 4.71% | 7.86% | 11.22% | Q2 2021 | Q3 2022 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Airain ltd | 3 | 1 | 0.03% | 0.45% | 0.92% | Q3 2014 | Q3 2015 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.33% | 0.49% | 0.63% | Q4 2022 | Q3 2023 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Hexavest Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.07% | 0.94% | 1.32% | Q2 2013 | Q1 2014 | 4 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2020 | 4 |
BSW Wealth Partners | 2 | 1 | 0.01% | 0.07% | 0.10% | Q3 2018 | Q1 2021 | 4 |
Orbitronix, LP | 3 | 1 | 0.26% | 0.38% | 0.50% | Q2 2014 | Q4 2016 | 4 |
Coastline Trust Co | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 4 |
Partner Investment Management, L.P. | 3 | 1 | 0.07% | 0.84% | 1.83% | Q4 2013 | Q2 2015 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q2 2014 | 4 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.01% | 0.60% | 1.30% | Q1 2015 | Q3 2015 | 4 |
Jupiter Wealth Management LLC | 3 | 1 | 0.10% | 0.17% | 0.20% | Q1 2019 | Q4 2021 | 4 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2013 | Q3 2014 | 4 |
Vantage Investment Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Ruggie Capital Group | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.08% | 0.25% | Q2 2016 | Q1 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
SMITH HAYES Advisers, Inc | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.07% | 0.11% | 0.18% | Q1 2023 | Q4 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 2.24% | 2.39% | 2.74% | Q1 2019 | Q4 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 4 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 1.26% | 1.98% | 2.64% | Q2 2023 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 4 |
Tranquility Partners, LLC | 4 | 4 | 0.18% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
CMH Wealth Management LLC | 4 | 4 | 0.82% | 1.23% | 1.81% | Q3 2022 | Q2 2023 | 4 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.08% | 0.16% | 0.26% | Q3 2016 | Q2 2019 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 4 |
First Command Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q1 2023 | 4 |
CHEMICAL BANK | 4 | 4 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2014 | Q3 2015 | 4 |
Verde Servicos Internacionais S.A. | 4 | 4 | 0.13% | 0.54% | 1.15% | Q3 2017 | Q2 2018 | 4 |
EverPoint Asset Management, LLC | 4 | 4 | 0.09% | 0.21% | 0.50% | Q2 2014 | Q1 2015 | 4 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 0.92% | 1.05% | 1.29% | Q3 2014 | Q2 2015 | 4 |
DENVER INVESTMENT ADVISORS LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q3 2015 | 4 |
Espalier Global Management LLC | 3 | 3 | 0.36% | 0.91% | 1.42% | Q1 2015 | Q3 2015 | 4 |
1st Global Advisors, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2014 | Q4 2014 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.15% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 1 | 0.98% | 1.24% | 1.42% | Q4 2018 | Q4 2019 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Achievement Holdings L.P. | 4 | 4 | 0.02% | 0.10% | 0.21% | Q4 2014 | Q3 2015 | 4 |
GRANDFIELD & DODD, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2021 | 4 |
BALASA DINVERNO & FOLTZ LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 4 |
Pier Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 4 | 0.25% | 0.31% | 0.37% | Q4 2014 | Q3 2015 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2018 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.25% | 0.44% | Q3 2020 | Q1 2023 | 4 |
PFM Health Sciences, LP | 3 | 1 | 0.21% | 0.96% | 1.92% | Q4 2013 | Q2 2015 | 4 |
Redwood Investments, LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q1 2018 | Q4 2018 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q1 2023 | 4 |
CONTINENTAL INVESTORS SERVICES, INC. | 2 | 2 | 0.43% | 0.76% | 1.03% | Q4 2021 | Q2 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.33% | 0.40% | 0.45% | Q4 2015 | Q3 2016 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2015 | 4 |
MONETTA FINANCIAL SERVICES INC | 3 | 1 | 0.64% | 1.10% | 1.87% | Q1 2014 | Q2 2019 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 1.34% | 1.94% | 2.42% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.02% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.17% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
WATER ISLAND CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.41% | 0.65% | 0.93% | Q2 2019 | Q3 2021 | 4 |
Champlain Investment Partners, LLC | 4 | 4 | 0.27% | 0.41% | 0.51% | Q1 2013 | Q4 2013 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Curbstone Financial Management Corp | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Madrone Advisors, LLC | 4 | 4 | 2.36% | 4.76% | 7.36% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fort Sheridan Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Keebeck Wealth Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.08% | 0.40% | 0.80% | Q2 2014 | Q2 2017 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.30% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.48% | 0.62% | 0.76% | Q4 2020 | Q3 2021 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q3 2018 | Q2 2019 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q4 2017 | Q2 2021 | 4 |
Soleus Capital Management, L.P. | 2 | 1 | 0.70% | 2.10% | 3.93% | Q1 2022 | Q2 2023 | 4 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.14% | 0.18% | 0.20% | Q3 2020 | Q3 2021 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.17% | 0.24% | 0.38% | Q4 2014 | Q3 2015 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.21% | 0.58% | Q2 2015 | Q4 2019 | 4 |
Hardman Johnston Global Advisors LLC | 4 | 4 | 0.30% | 0.45% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.00% | 0.07% | 0.15% | Q4 2020 | Q3 2021 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.13% | 0.19% | 0.31% | Q4 2022 | Q2 2023 | 3 |
Texas Capital Bank Wealth Management Services Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
1776 Wealth LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Perpetual Ltd | 3 | 3 | 0.49% | 1.14% | 1.78% | Q1 2020 | Q3 2020 | 3 |
DG CAPITAL MANAGEMENT INC | 3 | 3 | 1.31% | 1.41% | 1.51% | Q1 2015 | Q3 2015 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q1 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.15% | 0.27% | 0.34% | Q4 2016 | Q1 2019 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.37% | 0.41% | 0.44% | Q4 2018 | Q2 2019 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Bluefin Trading, LLC | 3 | 3 | 0.18% | 0.25% | 0.31% | Q2 2013 | Q4 2013 | 3 |
1623 Capital LLC | 3 | 3 | 1.98% | 2.16% | 2.29% | Q4 2020 | Q2 2021 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q1 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
NZS Capital, LLC | 2 | 1 | 0.04% | 0.18% | 0.25% | Q3 2021 | Q4 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.13% | 0.18% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.54% | 0.92% | Q3 2022 | Q1 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.10% | 0.37% | 0.58% | Q3 2022 | Q1 2023 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.12% | 0.16% | 0.18% | Q3 2021 | Q1 2022 | 3 |
Passport Capital, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q3 2015 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
OUTFITTER ADVISORS, LTD. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2017 | Q2 2018 | 3 |
CATALYST PRIVATE WEALTH, LLC | 3 | 3 | 0.27% | 0.30% | 0.32% | Q3 2020 | Q1 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.01% | 0.13% | 0.37% | Q1 2014 | Q1 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Polar Capital Holdings Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LifePro Asset Management | 3 | 3 | 1.44% | 1.62% | 1.72% | Q3 2020 | Q1 2021 | 3 |
Corton Capital Inc. | 2 | 1 | 0.25% | 0.36% | 0.48% | Q1 2022 | Q3 2023 | 3 |
Insight Inv LLC | 3 | 3 | 0.11% | 0.17% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Keystone Financial Group | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 3 |
GLENVIEW STATE BANK TRUST DEPT. | 1 | 1 | 0.07% | 0.09% | 0.10% | Q3 2018 | Q2 2021 | 3 |
Icahn Capital | 3 | 3 | 0.45% | 0.49% | 0.52% | Q1 2023 | Q3 2023 | 3 |
OFI Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
NCM Capital Management, LLC | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q1 2023 | 3 |
Euclid Advisors LLC | 3 | 3 | 0.03% | 0.13% | 0.20% | Q4 2015 | Q2 2016 | 3 |
Swaine & Leidel Wealth Services, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2019 | Q3 2019 | 3 |
Steward Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Senvest Management, LLC | 3 | 3 | 0.53% | 1.19% | 1.92% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Martin Capital Advisors, LLP | 2 | 1 | 0.22% | 0.22% | 0.23% | Q4 2021 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
New England Research & Management, Inc. | 3 | 3 | 0.12% | 0.24% | 0.47% | Q3 2021 | Q1 2022 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.26% | 0.33% | 0.41% | Q1 2021 | Q3 2021 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q4 2022 | Q2 2023 | 3 |
SUMITOMO LIFE INSURANCE CO | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q4 2015 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Essex LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.11% | 0.24% | 0.33% | Q3 2014 | Q4 2018 | 3 |
HealthCor Management, L.P. | 2 | 1 | 1.72% | 2.35% | 3.60% | Q4 2014 | Q4 2019 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Live Your Vision, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
SELDON CAPITAL LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.07% | 0.09% | 0.11% | Q1 2014 | Q3 2015 | 3 |
Howard Capital Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Ashburton (Jersey) Ltd | 3 | 3 | 0.68% | 0.83% | 0.96% | Q4 2015 | Q2 2016 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2018 | 3 |
Platte River Capital LLC | 3 | 3 | 0.04% | 0.16% | 0.22% | Q2 2013 | Q4 2013 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.28% | 0.38% | 0.54% | Q1 2018 | Q2 2022 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2019 | 3 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.17% | 0.27% | 0.40% | Q4 2016 | Q1 2017 | 3 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 3 |
JGP Global Gestao de Recursos Ltda. | 3 | 3 | 0.08% | 0.51% | 1.06% | Q4 2018 | Q2 2019 | 3 |
Versor Investments LP | 2 | 1 | 0.03% | 0.22% | 0.38% | Q3 2018 | Q1 2020 | 3 |
LINDEN ADVISORS LP | 2 | 1 | 0.04% | 0.10% | 0.15% | Q2 2015 | Q3 2018 | 3 |
HARTWELL J M LIMITED PARTNERSHIP | 3 | 3 | 0.05% | 0.24% | 0.36% | Q1 2015 | Q3 2015 | 3 |
Shay Capital LLC | 2 | 1 | 0.16% | 0.17% | 0.19% | Q2 2021 | Q1 2022 | 3 |
Mosaic Family Wealth, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.14% | 0.28% | 0.54% | Q1 2019 | Q2 2021 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.05% | 0.18% | 0.42% | Q4 2018 | Q2 2021 | 3 |
BADGLEY PHELPS & BELL INC | 3 | 3 | 0.32% | 0.34% | 0.36% | Q3 2015 | Q1 2016 | 3 |
GLG Partners LP | 2 | 1 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2017 | 3 |
Apex Capital Management | 3 | 3 | 0.01% | 1.52% | 2.30% | Q2 2013 | Q4 2013 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.16% | 0.62% | 0.92% | Q4 2021 | Q2 2023 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 1.50% | 1.61% | 1.73% | Q4 2014 | Q2 2015 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.45% | 0.71% | 0.98% | Q2 2018 | Q4 2018 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
COWEN INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
SECTOR GAMMA AS | 2 | 1 | 1.34% | 2.13% | 2.86% | Q2 2013 | Q1 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.12% | 0.17% | 0.23% | Q1 2023 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Acorn Advisory Capital L.P. | 2 | 1 | 0.29% | 0.53% | 0.82% | Q2 2018 | Q2 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.12% | 0.18% | 0.21% | Q4 2017 | Q4 2018 | 3 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
GREAT LAKES ADVISORS, LLC | 2 | 1 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q2 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.26% | 0.34% | 0.39% | Q3 2021 | Q4 2022 | 3 |
Park Avenue Institutional Advisers LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2015 | Q2 2016 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Voit & Company, LLC | 3 | 3 | 2.48% | 2.77% | 3.27% | Q1 2020 | Q3 2020 | 3 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.09% | 0.11% | 0.14% | Q3 2016 | Q1 2017 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 2 | 0.50% | 0.76% | 1.26% | Q4 2015 | Q1 2016 | 3 |
Sippican Capital Advisors | 3 | 3 | 0.21% | 0.24% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New World Advisors LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Kepos Capital LP | 2 | 1 | 0.04% | 0.12% | 0.23% | Q2 2018 | Q1 2019 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q4 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.14% | 0.16% | 0.19% | Q2 2020 | Q4 2020 | 3 |
Fosun International Ltd | 3 | 3 | 0.11% | 0.26% | 0.38% | Q3 2020 | Q1 2021 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.25% | 0.54% | 0.72% | Q2 2018 | Q4 2018 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2018 | Q3 2018 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Legacy Trust | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.43% | 0.58% | 0.71% | Q1 2021 | Q2 2022 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 0.19% | 0.28% | 0.38% | Q4 2014 | Q2 2015 | 3 |
BANK OF HAWAII | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q2 2019 | 3 |
361 CAPITAL LLC | 3 | 3 | 0.07% | 0.22% | 0.40% | Q3 2018 | Q1 2019 | 3 |
Cordatus Wealth Management LLC | 1 | 1 | 2.14% | 2.37% | 2.56% | Q4 2018 | Q2 2020 | 3 |
Yellowstone Partners, LLC | 3 | 3 | 0.37% | 0.44% | 0.49% | Q4 2013 | Q2 2014 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.12% | 0.33% | 0.47% | Q1 2020 | Q3 2020 | 3 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.35% | 0.45% | 0.52% | Q1 2014 | Q1 2015 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Credit Capital Investments LLC | 1 | 1 | 0.39% | 0.49% | 0.59% | Q2 2022 | Q2 2023 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Tygh Capital Management, Inc. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2013 | Q2 2014 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 3 |
Blue Water Life Science Advisors, LP | 3 | 3 | 5.52% | 5.97% | 6.48% | Q4 2020 | Q2 2021 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.77% | 0.84% | 0.94% | Q1 2021 | Q3 2021 | 3 |
Beck Bode, LLC | 3 | 3 | 3.93% | 4.19% | 4.41% | Q4 2018 | Q2 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Manifold Partners, LLC | 2 | 1 | 0.03% | 0.21% | 0.31% | Q3 2013 | Q4 2015 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.05% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.09% | 1.54% | 2.09% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Red Spruce Capital, LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q4 2019 | Q2 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Lighthouse Financial Advisors, Inc. | 3 | 3 | 0.58% | 0.61% | 0.62% | Q4 2019 | Q2 2020 | 3 |
FolioMetrix LLC | 3 | 3 | 0.08% | 0.25% | 0.49% | Q4 2014 | Q2 2015 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
LBP AM SA | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 1 | 0.03% | 0.08% | 0.12% | Q2 2014 | Q1 2015 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
INNOVIS ASSET MANAGEMENT LLC | 3 | 3 | 0.70% | 0.87% | 0.96% | Q4 2022 | Q2 2023 | 3 |
STF Management LP | 2 | 1 | 0.19% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 3 |
Freemont Management S.A. | 3 | 3 | 1.58% | 1.64% | 1.73% | Q3 2022 | Q1 2023 | 3 |
Archon Partners LLC | 3 | 3 | 0.99% | 1.25% | 1.48% | Q1 2021 | Q3 2021 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.03% | 0.13% | 0.32% | Q1 2017 | Q1 2018 | 3 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Sturgeon Ventures LLP | 2 | 2 | 1.44% | 1.74% | 2.05% | Q1 2019 | Q2 2019 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CULLINAN ASSOCIATES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2022 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Redmile Group, LLC | 1 | 1 | 0.34% | 0.73% | 1.12% | Q4 2013 | Q1 2023 | 2 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.11% | 0.22% | Q2 2018 | Q3 2019 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.30% | 0.45% | 0.60% | Q1 2021 | Q3 2021 | 2 |
Skye Global Management LP | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q2 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Everett Capital Advisors UK LLP | 2 | 2 | 1.26% | 2.52% | 3.78% | Q4 2016 | Q1 2017 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.14% | 0.21% | 0.27% | Q1 2022 | Q2 2022 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q1 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Alkeon Capital Management | 2 | 2 | 0.54% | 0.58% | 0.62% | Q3 2019 | Q4 2019 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.19% | 0.23% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 0.74% | 1.43% | 2.11% | Q2 2013 | Q3 2013 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Johnson Midwest Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q1 2021 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Signition LP | 1 | 1 | 0.15% | 0.69% | 1.23% | Q4 2018 | Q2 2019 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2014 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.04% | 0.38% | 0.73% | Q4 2018 | Q1 2019 | 2 |
Unigestion Holding SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Opera Trading Capital | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Sender Co & Partners, Inc. | 1 | 1 | 0.44% | 0.81% | 1.19% | Q3 2022 | Q1 2023 | 2 |
Asymmetry Capital Management, L.P. | 1 | 1 | 4.06% | 4.19% | 4.32% | Q1 2019 | Q3 2020 | 2 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q4 2018 | Q2 2021 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2015 | Q3 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.29% | 0.46% | 0.62% | Q1 2022 | Q4 2022 | 2 |
WOODBURN R ROBERT JR | 2 | 2 | 0.26% | 0.30% | 0.35% | Q1 2013 | Q2 2013 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.25% | 0.30% | 0.34% | Q4 2018 | Q1 2019 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.20% | 0.51% | 0.82% | Q1 2023 | Q2 2023 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q4 2018 | 2 |
Sargent Investment Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 1.02% | 1.03% | 1.03% | Q3 2021 | Q4 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PartnerRe Asset Management CORP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q1 2016 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.42% | 0.53% | 0.64% | Q1 2022 | Q2 2022 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.30% | 0.62% | 0.95% | Q1 2023 | Q2 2023 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.10% | 1.24% | 2.38% | Q1 2014 | Q2 2014 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Quilter Plc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Iron Triangle Partners LP | 1 | 1 | 4.57% | 5.91% | 7.25% | Q4 2019 | Q1 2022 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 2 |
NAN FUNG TRINITY (HK) Ltd | 2 | 2 | 0.60% | 0.69% | 0.77% | Q4 2019 | Q1 2020 | 2 |
Leisure Capital Management | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
TCF National Bank | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q2 2020 | 2 |
Greenhouse Funds LLLP | 1 | 1 | 0.85% | 1.02% | 1.19% | Q3 2020 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.12% | 0.19% | Q1 2020 | Q1 2023 | 2 |
LRT Capital Management, LLC | 2 | 2 | 0.58% | 1.12% | 1.66% | Q4 2021 | Q1 2022 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.04% | 0.10% | 0.17% | Q3 2015 | Q1 2021 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.99% | 1.12% | 1.25% | Q2 2015 | Q4 2015 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q4 2022 | 2 |
One Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Management LLC | 1 | 1 | 1.11% | 1.47% | 1.83% | Q4 2020 | Q2 2021 | 2 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.17% | 0.33% | Q4 2020 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Veracity Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.98% | 1.01% | 1.05% | Q3 2020 | Q4 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Tri Locum Partners LP | 2 | 2 | 2.84% | 3.65% | 4.45% | Q1 2023 | Q2 2023 | 2 |
Anqa Management LLC | 2 | 2 | 7.02% | 7.24% | 7.45% | Q2 2023 | Q3 2023 | 2 |
Senator Investment Group LP | 2 | 2 | 3.64% | 3.99% | 4.34% | Q3 2022 | Q4 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HWG Holdings LP | 1 | 1 | 0.15% | 0.46% | 0.77% | Q3 2017 | Q2 2019 | 2 |
GraniteShares Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Ziff Brothers Investments, L.L.C. | 1 | 1 | 8.50% | 8.70% | 8.91% | Q3 2015 | Q1 2016 | 2 |
Cortina Asset Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Veritas Investment Partners (UK) Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2017 | Q3 2017 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
IRON Financial LLC | 2 | 2 | 0.15% | 0.19% | 0.23% | Q1 2019 | Q2 2019 | 2 |
AtonRa Partners | 2 | 2 | 0.91% | 0.94% | 0.97% | Q4 2020 | Q1 2021 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2015 | Q2 2015 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 2 |
Corsicana & Co. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
TD Securities (USA) LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Blue Barn Wealth, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BLUE JAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.25% | 4.57% | 5.88% | Q3 2016 | Q2 2017 | 2 |
Columbia Asset Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Jetstream Capital LLC | 2 | 2 | 0.23% | 0.47% | 0.71% | Q1 2015 | Q2 2015 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
H. L. Ormond & Company, LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2017 | Q2 2020 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.40% | 0.49% | 0.59% | Q2 2015 | Q3 2015 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Vienna Asset Management LLC | 1 | 1 | 0.05% | 0.14% | 0.23% | Q4 2021 | Q3 2022 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.32% | 0.36% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Lipe & Dalton | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Presidio Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q2 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Busey Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
FIRST INTERSTATE BANK | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q2 2020 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Park Place Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.48% | 0.56% | 0.64% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.12% | 0.21% | 0.30% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GREEN VALLEY INVESTORS LLC | 2 | 2 | 0.46% | 0.51% | 0.56% | Q2 2019 | Q3 2019 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.05% | 0.24% | 0.43% | Q2 2019 | Q3 2021 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 1.03% | 1.12% | 1.21% | Q4 2014 | Q1 2015 | 2 |
Geller Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 2 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.13% | 0.32% | 0.50% | Q2 2020 | Q3 2020 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.15% | 0.20% | 0.26% | Q2 2020 | Q3 2020 | 2 |
Sandhill Capital Partners LLC | 2 | 2 | 1.67% | 1.97% | 2.27% | Q2 2022 | Q3 2022 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Stone Toro Investment Advisers, LP | 2 | 2 | 0.21% | 0.54% | 0.87% | Q3 2013 | Q4 2013 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Cowen Prime Services LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Adamant Biomedical Investments AG | 2 | 2 | 1.76% | 1.76% | 1.76% | Q3 2014 | Q4 2014 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.89% | 1.11% | 1.34% | Q3 2019 | Q4 2019 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.04% | 0.61% | 1.18% | Q4 2015 | Q3 2018 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.21% | 0.35% | Q3 2018 | Q1 2022 | 2 |
CROFT-LEOMINSTER INC | 2 | 2 | 0.39% | 0.42% | 0.45% | Q1 2016 | Q2 2016 | 2 |
Keel Point, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2021 | Q3 2021 | 2 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.14% | 0.24% | Q3 2017 | Q3 2023 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.08% | 0.19% | 0.30% | Q2 2015 | Q3 2015 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.09% | 0.15% | Q4 2015 | Q2 2018 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 2 |
TIRSCHWELL & LOEWY INC | 2 | 2 | 0.55% | 0.77% | 1.00% | Q4 2018 | Q1 2019 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.65% | 1.33% | 2.00% | Q1 2021 | Q2 2021 | 2 |
FACTORY MUTUAL INSURANCE CO | 1 | 1 | 0.10% | 0.12% | 0.15% | Q1 2018 | Q3 2023 | 2 |
Reliant Investment Management, LLC | 2 | 2 | 2.12% | 2.31% | 2.50% | Q1 2019 | Q2 2019 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
STONE RUN CAPITAL, LLC | 2 | 2 | 0.54% | 0.69% | 0.83% | Q2 2016 | Q3 2016 | 2 |
Penobscot Investment Management Company, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
GRATRY & Co LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q3 2015 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.08% | 0.09% | 0.11% | Q4 2015 | Q4 2015 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2015 | Q3 2015 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 2 |
AMAZON COM INC | 2 | 2 | 0.38% | 7.30% | 14.22% | Q3 2021 | Q4 2021 | 2 |
ALERUS FINANCIAL NA | 2 | 2 | 0.31% | 0.41% | 0.52% | Q3 2022 | Q4 2022 | 2 |
Telemark Asset Management, LLC | 2 | 2 | 0.88% | 0.93% | 0.98% | Q2 2014 | Q3 2014 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 1.01% | 1.07% | 1.13% | Q1 2019 | Q2 2019 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q1 2021 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2021 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.40% | 0.45% | 0.51% | Q3 2019 | Q4 2019 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 1.10% | 1.22% | 1.35% | Q4 2018 | Q1 2019 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2013 | Q2 2013 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DOHENY ASSET MANAGEMENT /CA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Credo Capital Management, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2013 | Q2 2013 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
F&C Asset Management plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amida Capital Management II, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2016 | Q2 2016 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2019 | Q2 2019 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2014 | Q1 2014 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2015 | Q2 2015 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
General Partner, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2017 | Q3 2017 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2022 | Q4 2022 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ValueAct Holdings | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 29.41% | 29.41% | 29.41% | Q3 2021 | Q3 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2022 | Q3 2022 | 1 |
APEX CAPITAL, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Morton Capital Management LLC/CA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
PFS Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
JOHNSON & JOHNSON | 1 | 1 | 28.83% | 28.83% | 28.83% | Q3 2021 | Q3 2021 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2014 | Q2 2014 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2013 | Q2 2013 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2015 | Q2 2015 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Catamount Wealth Management | 1 | 1 | 2.51% | 2.51% | 2.51% | Q1 2015 | Q1 2015 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Integral Health Asset Management, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2022 | Q3 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Nair Vinay | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Chautauqua Capital Management | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2015 | Q4 2015 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Invenomic Capital Management LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2022 | Q3 2022 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2015 | Q3 2015 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Fore Capital, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
Cambridge Advisors Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
LOEWS CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Polianta Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Tech Square Trading LP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2018 | Q4 2018 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
Context Capital Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2015 | Q3 2015 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BERKSHIRE CAPITAL HOLDINGS INC | 1 | 1 | 3.00% | 3.00% | 3.00% | Q4 2018 | Q4 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Consolidated Investment Group LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ZBI Equities, L.L.C. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2013 | Q4 2013 | 1 |
WEATHERBIE CAPITAL, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2017 | Q1 2017 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 2.77% | 2.77% | 2.77% | Q4 2020 | Q4 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2013 | Q2 2013 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Wallace Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Round Table Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
PA Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
Tairen Capital Ltd | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2022 | Q3 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pembroke Management, LTD | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
Blue Ridge Capital, L.L.C. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q3 2015 | Q3 2015 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SABBY MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Corvex Management LP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2020 | Q3 2020 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Latimer Light Capital, L.P. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2016 | Q1 2016 | 1 |
YALE UNIVERSITY | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2019 | Q2 2019 | 1 |
Discovery Value Fund | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2020 | Q3 2020 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Terra Nova Asset Management LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2016 | Q3 2016 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2020 | Q4 2020 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2020 | Q2 2020 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2015 | Q1 2015 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Orbis Allan Gray Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
Avondale Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
HSG Holding Ltd | 1 | 1 | 5.36% | 5.36% | 5.36% | Q3 2021 | Q3 2021 | 1 |
WILKINS INVESTMENT COUNSEL INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q2 2014 | 1 |
Exane Asset Management | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2017 | Q1 2017 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2014 | Q3 2014 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Q3 Asset Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Man Investments Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
L & S Advisors Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ZBI Services, L.L.C. | 1 | 1 | 11.90% | 11.90% | 11.90% | Q4 2015 | Q4 2015 | 1 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Westend Capital Management, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2016 | Q3 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 7.21% | 7.21% | 7.21% | Q3 2022 | Q3 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Blackstone Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
BFSG, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MYDA Advisors LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2023 | Q2 2023 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2016 | Q4 2016 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2014 | Q1 2014 | 1 |
Charles Carroll Financial Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
TRB Advisors LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2015 | Q3 2015 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MWG Management Ltd. | 1 | 1 | 16.58% | 16.58% | 16.58% | Q3 2021 | Q3 2021 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2020 | Q4 2020 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Iguana Healthcare Management, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2016 | Q2 2016 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
New Millennium Group LLC | 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 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Axiom Advisory, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Miura Global Management | 1 | 1 | 1.95% | 1.95% | 1.95% | Q2 2013 | Q2 2013 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 6.63% | 6.63% | 6.63% | Q3 2021 | Q3 2021 | 1 |
Numerai GP LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WJ Interests, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2014 | Q4 2014 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2016 | Q4 2016 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Rhenman & Partners Asset Management AB | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2016 | Q4 2016 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ILLUMINA INC or have owned ILLUMINA INC in the past.