Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 114 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 102 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 95 |
Citadel Advisors | 40 | 40 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 94 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 92 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 91 |
Walleye Trading LLC | 40 | 40 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 90 |
GOLDMAN SACHS GROUP INC | 40 | 40 | 0.00% | 0.07% | 0.26% | Q4 2013 | Q3 2023 | 87 |
Parallax Volatility Advisers, L.P. | 17 | 5 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 86 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.15% | Q4 2015 | Q3 2023 | 84 |
MILLENNIUM MANAGEMENT LLC | 40 | 40 | 0.00% | 0.05% | 0.43% | Q4 2013 | Q3 2023 | 78 |
JANE STREET GROUP, LLC | 32 | 1 | 0.00% | 0.01% | 0.61% | Q1 2014 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 74 |
HSBC HOLDINGS PLC | 40 | 40 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 67 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q3 2023 | 66 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 66 |
TWO SIGMA INVESTMENTS, LP | 27 | 8 | 0.00% | 0.05% | 0.35% | Q4 2014 | Q3 2023 | 65 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 60 |
Paloma Partners Management Co | 29 | 8 | 0.00% | 0.06% | 0.32% | Q4 2013 | Q2 2023 | 60 |
D. E. Shaw & Co., Inc. | 36 | 3 | 0.00% | 0.17% | 0.58% | Q4 2013 | Q3 2023 | 55 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.10% | 0.22% | Q4 2013 | Q3 2023 | 51 |
Jefferies Group LLC | 18 | 2 | 0.00% | 0.10% | 0.72% | Q4 2013 | Q3 2022 | 50 |
GLENMEDE TRUST CO NA | 40 | 7 | 0.00% | 0.20% | 0.57% | Q2 2009 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 45 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 40 | 40 | 0.03% | 0.20% | 0.61% | Q4 2013 | Q3 2023 | 45 |
Allianz Asset Management GmbH | 40 | 40 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 37 | 2 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 44 |
DEUTSCHE BANK AG\ | 40 | 40 | 0.00% | 0.11% | 0.25% | Q4 2013 | Q3 2023 | 44 |
Cubist Systematic Strategies, LLC | 37 | 37 | 0.00% | 0.09% | 0.34% | Q2 2014 | Q2 2023 | 44 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 44 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.12% | 0.68% | Q4 2014 | Q3 2023 | 43 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 43 |
PEAK6 Investments LLC | 8 | 5 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 40 | 40 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 41 |
PANAGORA ASSET MANAGEMENT INC | 41 | 41 | 0.01% | 0.10% | 0.38% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.08% | 0.13% | 0.17% | Q1 2013 | Q3 2023 | 41 |
MACQUARIE GROUP LTD | 40 | 40 | 0.00% | 0.31% | 1.24% | Q4 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.07% | 0.16% | 0.28% | Q3 2013 | Q3 2023 | 41 |
Greenwich Wealth Management LLC | 40 | 40 | 0.15% | 0.24% | 0.36% | Q4 2013 | Q3 2023 | 40 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 40 | 40 | 0.11% | 0.15% | 0.19% | Q4 2013 | Q3 2023 | 40 |
AMERICAN INTERNATIONAL GROUP, INC. | 40 | 40 | 0.04% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 40 |
APG Asset Management N.V. | 40 | 40 | 0.04% | 0.25% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Retirement Systems of Alabama | 40 | 40 | 0.06% | 0.09% | 0.11% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
SECURIAN ASSET MANAGEMENT, INC | 40 | 40 | 0.07% | 0.10% | 0.14% | Q4 2013 | Q3 2023 | 40 |
FIRST FINANCIAL CORP /IN/ | 40 | 40 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 40 |
OPTIMUM INVESTMENT ADVISORS | 34 | 6 | 0.46% | 0.74% | 0.93% | Q4 2013 | Q4 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.35% | 1.34% | Q4 2013 | Q3 2023 | 40 |
PUTNAM INVESTMENTS LLC | 40 | 40 | 0.00% | 0.09% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Robeco Institutional Asset Management B.V. | 40 | 40 | 0.00% | 0.13% | 0.33% | Q4 2013 | Q3 2023 | 40 |
NISA INVESTMENT ADVISORS, LLC | 40 | 40 | 0.06% | 0.13% | 0.37% | Q4 2013 | Q3 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 40 | 0.03% | 0.07% | 0.25% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 40 | 40 | 0.09% | 0.14% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Fruth Investment Management | 40 | 40 | 0.11% | 0.19% | 0.25% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.04% | 0.10% | 0.16% | Q4 2013 | Q3 2023 | 40 |
BURNS J W & CO INC/NY | 40 | 40 | 0.19% | 0.30% | 0.39% | Q4 2013 | Q3 2023 | 40 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 40 | 40 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 40 |
KBC Group NV | 40 | 40 | 0.01% | 0.13% | 0.33% | Q4 2013 | Q3 2023 | 40 |
Guinness Atkinson Asset Management Inc | 40 | 40 | 1.71% | 3.44% | 4.79% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.11% | 0.16% | 0.20% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Manchester Capital Management LLC | 40 | 40 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Bank of New York Mellon Corp | 40 | 40 | 0.10% | 0.15% | 0.25% | Q4 2013 | Q3 2023 | 40 |
First Washington CORP | 40 | 40 | 0.07% | 1.65% | 3.56% | Q4 2013 | Q3 2023 | 40 |
OAK RIDGE INVESTMENTS LLC | 40 | 40 | 0.29% | 0.71% | 1.20% | Q4 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.12% | 0.18% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Rafferty Asset Management, LLC | 40 | 40 | 0.06% | 0.16% | 0.37% | Q4 2013 | Q3 2023 | 40 |
AMERICAN CENTURY COMPANIES INC | 40 | 40 | 0.03% | 0.17% | 0.36% | Q4 2013 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 40 | 40 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Ameritas Investment Partners, Inc. | 40 | 40 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 40 |
TD ASSET MANAGEMENT INC | 40 | 40 | 0.04% | 0.09% | 0.21% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 40 | 40 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 40 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 40 | 40 | 0.06% | 0.11% | 0.18% | Q4 2013 | Q3 2023 | 40 |
GATEWAY INVESTMENT ADVISERS LLC | 40 | 40 | 0.10% | 0.30% | 0.40% | Q4 2013 | Q3 2023 | 40 |
RHUMBLINE ADVISERS | 40 | 40 | 0.09% | 0.14% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Aspen Investment Management Inc | 40 | 40 | 0.28% | 0.53% | 0.82% | Q4 2013 | Q3 2023 | 40 |
COMMERCE BANK | 40 | 40 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
THOMPSON SIEGEL & WALMSLEY LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
PALISADE CAPITAL MANAGEMENT, LP | 40 | 40 | 0.01% | 0.30% | 0.60% | Q4 2013 | Q3 2023 | 40 |
Utah Retirement Systems | 40 | 40 | 0.11% | 0.15% | 0.19% | Q4 2013 | Q3 2023 | 40 |
FineMark National Bank & Trust | 40 | 40 | 0.03% | 0.45% | 0.64% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.08% | 0.11% | 0.14% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.04% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 40 |
INVESTMENT HOUSE LLC | 40 | 40 | 0.29% | 1.36% | 1.73% | Q4 2013 | Q3 2023 | 40 |
TCTC Holdings, LLC | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Evercore Wealth Management, LLC | 40 | 40 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Daiwa Securities Group Inc. | 40 | 40 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Mirae Asset Global Investments Co., Ltd. | 40 | 40 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Carmignac Gestion | 40 | 40 | 1.85% | 4.49% | 6.94% | Q4 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 40 | 40 | 0.11% | 0.19% | 0.38% | Q4 2013 | Q3 2023 | 40 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 40 | 40 | 0.11% | 0.15% | 0.18% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 40 | 40 | 0.00% | 0.27% | 0.86% | Q4 2013 | Q3 2023 | 40 |
PITCAIRN CO | 40 | 40 | 0.03% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.01% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
NATIXIS ADVISORS, L.P. | 40 | 40 | 0.06% | 0.16% | 0.43% | Q4 2013 | Q3 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 40 | 40 | 0.05% | 0.60% | 0.91% | Q4 2013 | Q3 2023 | 40 |
FIL Ltd | 40 | 40 | 0.16% | 0.35% | 0.85% | Q4 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Asset Management Co., Ltd. | 40 | 40 | 0.10% | 0.26% | 1.21% | Q4 2013 | Q3 2023 | 40 |
Neuberger Berman Group LLC | 40 | 40 | 0.08% | 0.41% | 0.66% | Q4 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Trust & Banking Corp | 40 | 40 | 0.08% | 0.14% | 0.24% | Q4 2013 | Q3 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 40 | 40 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 40 |
DnB Asset Management AS | 39 | 1 | 0.12% | 0.20% | 0.32% | Q4 2013 | Q4 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.10% | 0.16% | 0.30% | Q4 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.02% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
FIRST NATIONAL BANK OF OMAHA | 40 | 40 | 0.22% | 0.42% | 0.56% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems Insurance Trust Fund | 40 | 40 | 0.13% | 0.18% | 0.21% | Q4 2013 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.08% | 0.15% | 0.24% | Q4 2013 | Q3 2023 | 40 |
CIBC Asset Management Inc | 40 | 40 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
CENTRAL TRUST Co | 40 | 40 | 0.01% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
HUNTINGTON NATIONAL BANK | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
VANGUARD GROUP INC | 40 | 40 | 0.09% | 0.12% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Korea Investment CORP | 40 | 40 | 0.07% | 0.21% | 0.43% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.02% | 0.10% | 0.17% | Q4 2013 | Q3 2023 | 40 |
HARTFORD INVESTMENT MANAGEMENT CO | 40 | 40 | 0.12% | 0.16% | 0.20% | Q4 2013 | Q3 2023 | 40 |
REGIONS FINANCIAL CORP | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.02% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 40 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 40 | 40 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 40 |
JANUS HENDERSON GROUP PLC | 40 | 40 | 0.01% | 0.24% | 0.55% | Q4 2013 | Q3 2023 | 40 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 40 | 40 | 0.06% | 0.10% | 0.20% | Q4 2013 | Q3 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 0.13% | 0.42% | Q4 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 40 | 40 | 0.00% | 0.08% | 0.40% | Q4 2013 | Q3 2023 | 40 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 40 | 40 | 0.04% | 2.56% | 4.17% | Q4 2013 | Q3 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40 | 40 | 0.08% | 0.10% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Alkeon Capital Management | 40 | 40 | 0.33% | 1.94% | 5.31% | Q4 2013 | Q3 2023 | 40 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 40 | 40 | 0.05% | 0.13% | 0.26% | Q4 2013 | Q3 2023 | 40 |
TEXAS PERMANENT SCHOOL FUND CORP | 40 | 40 | 0.09% | 0.13% | 0.15% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES TRUST N.A. | 40 | 40 | 0.04% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 40 |
KEYBANK NATIONAL ASSOCIATION/OH | 40 | 40 | 0.17% | 0.20% | 0.24% | Q4 2013 | Q3 2023 | 40 |
NORDEA INVESTMENT MANAGEMENT AB | 40 | 40 | 0.00% | 0.09% | 0.74% | Q4 2013 | Q3 2023 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.10% | 0.14% | 0.17% | Q4 2013 | Q3 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 40 | 40 | 0.53% | 1.23% | 2.30% | Q4 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.05% | 0.19% | 0.44% | Q4 2013 | Q3 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 40 | 40 | 0.00% | 0.07% | 0.30% | Q4 2013 | Q3 2023 | 40 |
CENTRAL BANK & TRUST CO | 40 | 40 | 0.09% | 0.82% | 1.84% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.01% | 0.10% | 0.30% | Q4 2013 | Q3 2023 | 40 |
CONGRESS ASSET MANAGEMENT CO /MA | 40 | 40 | 0.00% | 0.60% | 1.86% | Q4 2013 | Q3 2023 | 40 |
AQR Capital Management | 40 | 40 | 0.00% | 0.07% | 0.17% | Q4 2013 | Q3 2023 | 40 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 40 | 40 | 0.00% | 0.09% | 0.55% | Q4 2013 | Q3 2023 | 40 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 40 | 40 | 0.08% | 0.38% | 0.65% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.37% | 0.55% | 0.84% | Q4 2013 | Q3 2023 | 40 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 40 | 40 | 0.01% | 0.13% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Chesley Taft & Associates LLC | 40 | 40 | 0.46% | 0.58% | 0.67% | Q4 2013 | Q3 2023 | 40 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 40 | 40 | 0.09% | 0.17% | 0.29% | Q4 2013 | Q3 2023 | 40 |
Meiji Yasuda Life Insurance Co | 40 | 40 | 0.02% | 0.13% | 0.40% | Q4 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 40 | 40 | 0.00% | 0.18% | 0.42% | Q4 2013 | Q3 2023 | 40 |
AVIVA PLC | 40 | 40 | 0.07% | 0.18% | 0.46% | Q4 2013 | Q3 2023 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BLAIR WILLIAM & CO/IL | 40 | 40 | 0.10% | 0.66% | 1.05% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
PRUDENTIAL FINANCIAL INC | 40 | 40 | 0.06% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Invesco Ltd. | 40 | 40 | 0.02% | 0.10% | 0.24% | Q4 2013 | Q3 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 40 | 40 | 0.07% | 0.13% | 0.64% | Q4 2013 | Q3 2023 | 40 |
CORTLAND ASSOCIATES INC/MO | 40 | 40 | 1.86% | 4.90% | 7.97% | Q4 2013 | Q3 2023 | 40 |
PROFUND ADVISORS LLC | 40 | 40 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
PRINCIPAL FINANCIAL GROUP INC | 40 | 40 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 40 | 40 | 0.02% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 40 |
EVERENCE CAPITAL MANAGEMENT INC | 40 | 40 | 0.09% | 0.17% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.10% | 0.14% | 0.17% | Q4 2013 | Q3 2023 | 40 |
BlackRock Inc. | 40 | 40 | 0.08% | 0.13% | 0.17% | Q4 2013 | Q3 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40 | 40 | 0.02% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
SIT INVESTMENT ASSOCIATES INC | 40 | 40 | 0.02% | 0.07% | 0.33% | Q4 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 40 | 40 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 40 | 40 | 0.00% | 0.52% | 1.10% | Q4 2013 | Q3 2023 | 40 |
CONNING INC. | 40 | 40 | 0.02% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 40 |
PRICE T ROWE ASSOCIATES INC /MD/ | 40 | 40 | 0.04% | 0.32% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Bangor Savings Bank | 40 | 40 | 0.16% | 0.39% | 0.65% | Q4 2013 | Q3 2023 | 40 |
NEW YORK STATE COMMON RETIREMENT FUND | 40 | 40 | 0.09% | 0.14% | 0.20% | Q4 2013 | Q3 2023 | 40 |
VOYA INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.04% | 0.33% | 0.80% | Q4 2013 | Q3 2023 | 40 |
Asset Management One Co., Ltd. | 40 | 40 | 0.07% | 0.13% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Texas Yale Capital Corp. | 40 | 40 | 0.02% | 0.10% | 0.24% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.01% | 0.14% | 0.30% | Q4 2013 | Q3 2023 | 40 |
STRS OHIO | 40 | 40 | 0.00% | 0.16% | 0.35% | Q4 2013 | Q3 2023 | 40 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 40 | 40 | 0.06% | 0.31% | 0.51% | Q4 2013 | Q3 2023 | 40 |
TCW GROUP INC | 40 | 40 | 0.03% | 0.82% | 1.68% | Q4 2013 | Q3 2023 | 40 |
Hills Bank & Trust Co | 40 | 40 | 0.78% | 1.23% | 1.59% | Q4 2013 | Q3 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 40 | 40 | 0.06% | 0.12% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 40 | 40 | 0.01% | 0.09% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 40 | 40 | 1.98% | 2.48% | 3.14% | Q4 2013 | Q3 2023 | 40 |
UBS ASSET MANAGEMENT AMERICAS INC | 40 | 40 | 0.08% | 0.13% | 0.32% | Q4 2013 | Q3 2023 | 40 |
GW HENSSLER & ASSOCIATES LTD | 40 | 40 | 0.62% | 1.67% | 2.40% | Q4 2013 | Q3 2023 | 40 |
Advisors Asset Management, Inc. | 40 | 40 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 40 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 40 | 40 | 0.10% | 0.14% | 0.17% | Q4 2013 | Q3 2023 | 40 |
CANADA PENSION PLAN INVESTMENT BOARD | 40 | 40 | 0.01% | 0.11% | 0.22% | Q4 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 32 | 7 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 39 |
SHELL ASSET MANAGEMENT CO | 38 | 1 | 0.03% | 0.14% | 0.36% | Q4 2013 | Q3 2023 | 39 |
HMS Capital Management, LLC | 23 | 23 | 0.01% | 0.51% | 1.50% | Q3 2016 | Q1 2022 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2023 | 39 |
Norinchukin Bank, The | 37 | 2 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.02% | 0.06% | 0.29% | Q1 2014 | Q3 2023 | 39 |
Veritable, L.P. | 39 | 39 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2023 | 39 |
ASSOCIATED BANC-CORP | 35 | 4 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 39 |
Capital International, Inc./CA/ | 37 | 2 | 0.02% | 0.52% | 1.24% | Q4 2013 | Q3 2023 | 39 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 34 | 5 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.12% | 0.15% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Kentucky Retirement Systems | 37 | 2 | 0.13% | 0.18% | 0.21% | Q4 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.10% | 0.56% | 2.56% | Q1 2014 | Q3 2023 | 39 |
Laird Norton Wetherby Wealth Management, LLC | 38 | 1 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q3 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 39 | 39 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Hartford Financial Management Inc. | 34 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
MONTAG & CALDWELL, LLC | 26 | 13 | 0.01% | 2.12% | 3.49% | Q3 2013 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 11 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 36 | 3 | 0.00% | 0.04% | 0.26% | Q4 2013 | Q3 2023 | 39 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 5 | 0.09% | 0.13% | 0.16% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.08% | 0.52% | Q1 2014 | Q3 2023 | 39 |
Creative Planning | 33 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
TRUST CO OF OKLAHOMA | 26 | 13 | 0.15% | 0.43% | 0.68% | Q4 2013 | Q3 2023 | 39 |
DekaBank Deutsche Girozentrale | 39 | 39 | 0.00% | 0.13% | 0.19% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 39 |
Chevy Chase Trust Holdings, LLC | 39 | 39 | 0.13% | 0.16% | 0.19% | Q1 2014 | Q3 2023 | 39 |
SYNOVUS FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Rehmann Capital Advisory Group | 24 | 15 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 39 | 39 | 0.01% | 0.38% | 0.88% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.09% | 0.17% | Q1 2014 | Q3 2023 | 39 |
BESSEMER GROUP INC | 29 | 10 | 0.00% | 0.04% | 0.58% | Q4 2013 | Q3 2023 | 39 |
BOKF, NA | 25 | 4 | 0.01% | 0.08% | 0.18% | Q4 2013 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 4 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 38 |
Arizona State Retirement System | 33 | 5 | 0.07% | 0.14% | 0.22% | Q4 2013 | Q3 2023 | 38 |
UNIVEST FINANCIAL Corp | 34 | 4 | 0.07% | 1.35% | 1.96% | Q4 2013 | Q3 2023 | 38 |
AXA S.A. | 35 | 3 | 0.00% | 0.13% | 0.32% | Q4 2013 | Q3 2023 | 38 |
SSI INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
AlphaMark Advisors, LLC | 38 | 38 | 0.52% | 1.63% | 2.79% | Q2 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
Capital World Investors | 38 | 38 | 0.00% | 0.18% | 0.43% | Q2 2014 | Q3 2023 | 38 |
COMERICA BANK | 36 | 2 | 0.02% | 0.10% | 0.14% | Q1 2014 | Q3 2023 | 38 |
Capital International Investors | 38 | 38 | 0.00% | 0.61% | 1.14% | Q4 2013 | Q1 2023 | 38 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 33 | 5 | 0.35% | 0.59% | 1.02% | Q4 2013 | Q3 2023 | 38 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 37 | 37 | 0.12% | 0.18% | 0.24% | Q3 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 26 | 11 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 8 | 0.00% | 0.06% | 0.21% | Q3 2014 | Q4 2023 | 37 |
EMERALD ADVISERS, LLC | 37 | 37 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2022 | 37 |
ALTRINSIC GLOBAL ADVISORS LLC | 37 | 37 | 1.32% | 2.41% | 4.47% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.13% | 0.18% | 0.20% | Q3 2014 | Q3 2023 | 37 |
NORGES BANK | 37 | 37 | 0.09% | 0.13% | 0.16% | Q4 2013 | Q4 2022 | 37 |
PEAK6 Group LLC | 15 | 2 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q2 2018 | 37 |
Sandy Spring Bank | 37 | 37 | 0.00% | 0.05% | 0.20% | Q3 2014 | Q3 2023 | 37 |
GOFEN & GLOSSBERG LLC /IL/ | 37 | 37 | 0.18% | 0.23% | 0.27% | Q4 2013 | Q4 2022 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.01% | 0.03% | 0.12% | Q3 2014 | Q3 2023 | 37 |
BNP Paribas Asset Management Holding S.A. | 36 | 36 | 0.02% | 0.30% | 0.52% | Q4 2014 | Q3 2023 | 36 |
TRILLIUM ASSET MANAGEMENT, LLC | 36 | 36 | 0.20% | 0.29% | 0.55% | Q4 2014 | Q3 2023 | 36 |
CITIZENS & NORTHERN CORP | 36 | 36 | 0.56% | 1.06% | 1.71% | Q4 2014 | Q3 2023 | 36 |
Andra AP-fonden | 15 | 3 | 0.01% | 0.14% | 0.32% | Q4 2013 | Q3 2023 | 36 |
FDx Advisors, Inc. | 28 | 8 | 0.01% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 36 |
Hudock, Inc. | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2022 | 36 |
APPLETON PARTNERS INC/MA | 36 | 36 | 0.13% | 1.06% | 1.34% | Q1 2015 | Q4 2023 | 36 |
Guinness Asset Management LTD | 36 | 36 | 0.45% | 0.90% | 1.29% | Q4 2014 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.01% | 0.05% | 0.18% | Q4 2013 | Q3 2022 | 36 |
CANTILLON CAPITAL MANAGEMENT LLC | 36 | 36 | 2.57% | 3.91% | 5.30% | Q4 2014 | Q3 2023 | 36 |
MUFG Americas Holdings Corp | 36 | 36 | 0.05% | 0.17% | 0.29% | Q4 2013 | Q3 2022 | 36 |
CIBC WORLD MARKET INC. | 24 | 12 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.13% | 0.24% | Q4 2014 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 36 | 36 | 0.02% | 0.08% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 1.96% | 2.59% | 3.09% | Q4 2014 | Q3 2023 | 36 |
Meiji Yasuda Asset Management Co Ltd. | 35 | 1 | 0.06% | 0.14% | 0.34% | Q4 2013 | Q3 2023 | 36 |
TWO SIGMA ADVISERS, LP | 15 | 1 | 0.00% | 0.06% | 0.32% | Q4 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.06% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 36 |
TCI Wealth Advisors, Inc. | 28 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2023 | 36 |
HOWE & RUSLING INC | 35 | 1 | 0.00% | 0.66% | 1.44% | Q1 2014 | Q3 2023 | 36 |
CHARTWELL INVESTMENT PARTNERS, LLC | 26 | 3 | 0.05% | 0.29% | 1.88% | Q2 2014 | Q3 2023 | 36 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 36 | 36 | 2.96% | 3.65% | 4.78% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 35 | 1 | 0.03% | 0.17% | 0.30% | Q4 2013 | Q3 2023 | 36 |
C Partners Holding GmbH | 36 | 36 | 1.45% | 5.75% | 10.41% | Q4 2014 | Q3 2023 | 36 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.03% | 0.06% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Capital Analysts, LLC | 35 | 35 | 0.11% | 0.42% | 0.66% | Q1 2015 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 23 | 12 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 35 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 35 |
ING GROEP NV | 15 | 1 | 0.00% | 0.11% | 1.00% | Q4 2013 | Q3 2023 | 35 |
Private Advisor Group, LLC | 34 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 2 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.07% | 0.15% | Q1 2015 | Q3 2023 | 35 |
WESBANCO BANK INC | 25 | 4 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 35 |
STOCK YARDS BANK & TRUST CO | 35 | 35 | 0.07% | 1.17% | 1.64% | Q1 2015 | Q3 2023 | 35 |
CREDIT AGRICOLE S A | 17 | 1 | 0.00% | 0.16% | 0.62% | Q4 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
STEPHENS INC /AR/ | 32 | 3 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 35 |
Artisan Partners Limited Partnership | 28 | 6 | 0.01% | 0.45% | 1.00% | Q4 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.03% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 34 |
FAYEZ SAROFIM & CO | 34 | 34 | 0.27% | 0.64% | 0.98% | Q2 2015 | Q3 2023 | 34 |
Employees Retirement System of Texas | 34 | 34 | 0.00% | 0.15% | 0.25% | Q4 2013 | Q1 2022 | 34 |
Plante Moran Financial Advisors, LLC | 33 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q2 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 34 |
EULAV Asset Management | 34 | 34 | 0.03% | 0.52% | 1.79% | Q2 2015 | Q3 2023 | 34 |
ARROW FINANCIAL CORP | 30 | 1 | 0.00% | 0.70% | 1.20% | Q4 2013 | Q3 2023 | 34 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 34 | 34 | 0.09% | 0.14% | 0.20% | Q4 2013 | Q1 2022 | 34 |
IBM Retirement Fund | 34 | 34 | 0.11% | 0.15% | 0.20% | Q4 2013 | Q1 2022 | 34 |
Capital International Sarl | 34 | 34 | 0.36% | 0.68% | 1.18% | Q4 2013 | Q1 2022 | 34 |
CAPITAL INTERNATIONAL LTD /CA/ | 34 | 34 | 0.03% | 0.70% | 1.58% | Q4 2013 | Q1 2022 | 34 |
ADVISOR PARTNERS LLC | 31 | 3 | 0.11% | 0.17% | 0.27% | Q4 2013 | Q2 2022 | 34 |
Baldwin Investment Management, LLC | 33 | 1 | 0.08% | 0.27% | 0.53% | Q1 2015 | Q3 2023 | 34 |
Alpha Cubed Investments, LLC | 32 | 2 | 0.15% | 0.45% | 0.76% | Q1 2014 | Q3 2023 | 34 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 34 | 34 | 0.50% | 0.83% | 1.43% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.09% | 0.17% | 0.31% | Q2 2015 | Q3 2023 | 34 |
FINANCIAL COUNSELORS INC | 28 | 6 | 0.01% | 0.09% | 0.16% | Q1 2015 | Q3 2023 | 34 |
LOOMIS SAYLES & CO L P | 25 | 1 | 0.00% | 0.05% | 0.21% | Q4 2013 | Q2 2023 | 34 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 34 |
Glassman Wealth Services | 34 | 34 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
ArrowMark Colorado Holdings LLC | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
CWM, LLC | 24 | 1 | 0.00% | 0.07% | 0.18% | Q4 2013 | Q3 2023 | 33 |
Fiera Capital Corp | 33 | 33 | 0.00% | 0.01% | 0.12% | Q3 2015 | Q3 2023 | 33 |
WESTWOOD HOLDINGS GROUP INC | 32 | 1 | 0.04% | 0.39% | 0.94% | Q2 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
LS Investment Advisors, LLC | 33 | 33 | 0.03% | 0.07% | 0.14% | Q4 2013 | Q4 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.07% | 0.14% | 0.21% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
DUBUQUE BANK & TRUST CO | 20 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 33 |
AMF Tjanstepension AB | 33 | 33 | 0.12% | 0.38% | 0.67% | Q3 2015 | Q3 2023 | 33 |
Skylands Capital, LLC | 33 | 33 | 0.06% | 0.46% | 1.26% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Indiana Trust & Investment Management CO | 31 | 2 | 0.14% | 0.20% | 0.29% | Q2 2015 | Q3 2023 | 33 |
Findlay Park Partners LLP | 31 | 2 | 0.37% | 1.27% | 2.16% | Q4 2014 | Q3 2023 | 33 |
Calamos Wealth Management LLC | 33 | 33 | 0.02% | 0.39% | 0.88% | Q3 2015 | Q3 2023 | 33 |
TRUST CO OF VERMONT | 33 | 33 | 0.00% | 0.20% | 0.38% | Q3 2015 | Q3 2023 | 33 |
Capital Impact Advisors, LLC | 25 | 8 | 0.13% | 0.84% | 1.82% | Q2 2014 | Q4 2022 | 33 |
OPPENHEIMER & CO INC | 31 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 33 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.12% | 0.42% | 1.12% | Q3 2015 | Q3 2023 | 33 |
FIRST QUADRANT LLC/CA | 33 | 33 | 0.00% | 0.09% | 0.43% | Q4 2013 | Q4 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 29 | 4 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 33 |
Boltwood Capital Management | 32 | 32 | 0.63% | 0.99% | 1.37% | Q1 2016 | Q4 2023 | 32 |
Carroll Financial Associates, Inc. | 28 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 32 |
BROWN ADVISORY INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.08% | 0.87% | 1.05% | Q4 2015 | Q3 2023 | 32 |
World Asset Management Inc | 32 | 32 | 0.09% | 0.12% | 0.16% | Q4 2013 | Q3 2021 | 32 |
AMP Capital Investors Ltd | 32 | 32 | 0.05% | 0.13% | 0.21% | Q4 2013 | Q3 2021 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 15 | 0.03% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 32 |
NATIXIS | 16 | 1 | 0.00% | 0.10% | 0.50% | Q3 2014 | Q3 2023 | 32 |
Atria Investments, Inc | 25 | 7 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 32 |
TRUST CO OF TOLEDO NA /OH/ | 31 | 1 | 0.07% | 0.36% | 0.59% | Q4 2013 | Q4 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.04% | 0.11% | 0.21% | Q1 2016 | Q4 2023 | 32 |
FIRST NATIONAL TRUST CO | 29 | 1 | 0.01% | 0.04% | 0.15% | Q4 2013 | Q1 2023 | 32 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
Majedie Asset Management Ltd | 32 | 32 | 0.09% | 1.16% | 2.16% | Q2 2014 | Q1 2022 | 32 |
TOWER BRIDGE ADVISORS | 32 | 32 | 0.03% | 0.24% | 0.92% | Q4 2015 | Q3 2023 | 32 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.07% | 0.35% | Q4 2013 | Q2 2023 | 32 |
SECURITY NATIONAL TRUST CO | 32 | 32 | 0.00% | 0.05% | 0.06% | Q4 2013 | Q3 2021 | 32 |
PARK NATIONAL CORP /OH/ | 32 | 32 | 0.05% | 0.65% | 1.06% | Q1 2016 | Q4 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.09% | 0.22% | 0.39% | Q4 2015 | Q3 2023 | 32 |
Penserra Capital Management LLC | 26 | 5 | 0.00% | 0.12% | 1.47% | Q4 2015 | Q3 2023 | 31 |
People's United Financial, Inc. | 16 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 31 |
ENTERPRISE FINANCIAL SERVICES CORP | 31 | 31 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Renaissance Technologies | 8 | 4 | 0.00% | 0.08% | 0.25% | Q4 2013 | Q2 2023 | 31 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 23 | 8 | 0.17% | 0.71% | 1.08% | Q4 2013 | Q3 2022 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 31 | 31 | 0.02% | 0.05% | 0.40% | Q4 2015 | Q2 2023 | 31 |
Baltimore-Washington Financial Advisors, Inc. | 31 | 31 | 1.04% | 1.41% | 1.71% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 31 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 31 | 31 | 0.17% | 0.54% | 0.97% | Q1 2016 | Q3 2023 | 31 |
SUMITOMO LIFE INSURANCE CO | 31 | 31 | 0.04% | 0.14% | 0.26% | Q4 2013 | Q2 2021 | 31 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.08% | 0.59% | Q4 2013 | Q3 2023 | 31 |
THOMAS WHITE INTERNATIONAL LTD | 31 | 31 | 0.08% | 0.15% | 0.24% | Q4 2015 | Q2 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 4 | 0.03% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.04% | 0.18% | Q2 2016 | Q4 2023 | 31 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 25 | 25 | 0.01% | 1.88% | 3.61% | Q3 2017 | Q3 2023 | 31 |
PICTET ASSET MANAGEMENT LTD | 31 | 31 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q2 2021 | 31 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 31 |
Handelsbanken Fonder AB | 17 | 14 | 0.14% | 0.25% | 0.47% | Q4 2015 | Q3 2023 | 31 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.05% | 0.16% | Q1 2016 | Q3 2023 | 31 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 1 | 0.00% | 0.16% | 0.40% | Q4 2013 | Q3 2023 | 31 |
Formidable Asset Management, LLC | 15 | 5 | 0.05% | 0.10% | 0.29% | Q4 2013 | Q4 2022 | 30 |
BBVA USA Bancshares, Inc. | 30 | 30 | 0.06% | 0.19% | 0.27% | Q4 2013 | Q1 2021 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.24% | 0.33% | 0.53% | Q2 2016 | Q3 2023 | 30 |
Gotham Asset Management, LLC | 23 | 1 | 0.00% | 0.10% | 0.38% | Q4 2013 | Q3 2023 | 30 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 30 | 30 | 0.68% | 0.99% | 1.26% | Q4 2013 | Q1 2021 | 30 |
QS Investors, LLC | 29 | 1 | 0.00% | 0.03% | 0.31% | Q4 2013 | Q2 2021 | 30 |
WASHINGTON TRUST BANK | 20 | 10 | 0.00% | 0.32% | 1.00% | Q4 2013 | Q4 2021 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.09% | 0.26% | 0.44% | Q1 2016 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.08% | 0.27% | Q4 2015 | Q3 2023 | 30 |
Raab & Moskowitz Asset Management LLC | 30 | 30 | 0.17% | 0.21% | 0.25% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.02% | 0.14% | 0.85% | Q1 2015 | Q3 2023 | 30 |
Penobscot Investment Management Company, Inc. | 30 | 30 | 0.17% | 1.33% | 1.83% | Q2 2016 | Q3 2023 | 30 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.10% | 0.52% | Q2 2016 | Q3 2022 | 30 |
MASON STREET ADVISORS, LLC | 29 | 29 | 0.10% | 0.14% | 0.22% | Q4 2013 | Q4 2020 | 29 |
CHATHAM CAPITAL GROUP, INC. | 29 | 29 | 1.07% | 1.65% | 2.04% | Q3 2016 | Q3 2023 | 29 |
MOTCO | 29 | 29 | 0.00% | 0.56% | 0.65% | Q3 2016 | Q3 2023 | 29 |
PROFFITT & GOODSON INC | 29 | 29 | 0.12% | 0.25% | 0.53% | Q3 2016 | Q3 2023 | 29 |
KELLEHER FINANCIAL ADVISORS | 21 | 8 | 1.07% | 3.53% | 7.32% | Q4 2013 | Q1 2021 | 29 |
First Horizon Advisors, Inc. | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 29 |
RMB Capital Management, LLC | 29 | 29 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Foundry Partners, LLC | 28 | 1 | 0.01% | 0.13% | 0.70% | Q1 2014 | Q1 2022 | 29 |
Calamos Advisors LLC | 27 | 2 | 0.00% | 0.25% | 0.57% | Q4 2013 | Q1 2022 | 29 |
Aperio Group, LLC | 29 | 29 | 0.06% | 0.09% | 0.15% | Q4 2013 | Q4 2020 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 29 | 29 | 0.33% | 0.81% | 1.41% | Q1 2014 | Q1 2021 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.21% | 0.62% | 1.08% | Q3 2016 | Q3 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Grove Bank & Trust | 28 | 1 | 0.01% | 0.20% | 0.32% | Q2 2016 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 23 | 6 | 0.04% | 0.13% | 0.26% | Q4 2013 | Q3 2023 | 29 |
BTC Capital Management, Inc. | 29 | 29 | 0.10% | 0.59% | 0.85% | Q3 2016 | Q3 2023 | 29 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.10% | 0.14% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Tandem Investment Advisors, Inc. | 28 | 28 | 3.14% | 3.60% | 4.48% | Q4 2016 | Q3 2023 | 28 |
Harbour Capital Advisors, LLC | 28 | 28 | 0.18% | 0.74% | 1.49% | Q1 2017 | Q4 2023 | 28 |
NICOLET BANKSHARES INC | 27 | 1 | 0.05% | 0.34% | 0.42% | Q3 2016 | Q3 2023 | 28 |
United Bank | 28 | 28 | 0.85% | 1.21% | 1.50% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.15% | 0.28% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.16% | 0.18% | 0.22% | Q4 2016 | Q3 2023 | 28 |
INTRUST BANK NA | 28 | 28 | 0.08% | 0.16% | 0.25% | Q4 2016 | Q3 2023 | 28 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 24 | 4 | 0.07% | 0.15% | 0.25% | Q2 2014 | Q4 2023 | 28 |
ONTARIO TEACHERS PENSION PLAN BOARD | 28 | 28 | 0.02% | 0.07% | 0.21% | Q4 2013 | Q3 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.04% | 0.19% | 0.36% | Q4 2016 | Q3 2023 | 28 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 21 | 7 | 0.01% | 0.40% | 1.01% | Q4 2015 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
TOMPKINS FINANCIAL CORP | 15 | 3 | 0.00% | 0.37% | 0.66% | Q4 2013 | Q4 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.02% | 0.46% | 0.88% | Q4 2016 | Q3 2023 | 28 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q2 2023 | 28 |
KLINGENSTEIN FIELDS & CO LP | 28 | 28 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.31% | 0.39% | 0.52% | Q1 2016 | Q4 2022 | 28 |
Round Hill Asset Management | 28 | 28 | 0.32% | 0.48% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.05% | 0.09% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisors LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FUKOKU MUTUAL LIFE INSURANCE Co | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.25% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.06% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
RKL Wealth Management LLC | 28 | 28 | 0.12% | 0.26% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.17% | 1.35% | 1.77% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27 | 27 | 0.01% | 0.30% | 0.99% | Q1 2017 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 15 | 13 | 0.00% | 0.04% | 0.20% | Q2 2015 | Q3 2023 | 28 |
Magellan Asset Management Ltd | 27 | 27 | 0.00% | 2.31% | 5.35% | Q1 2017 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.07% | 0.13% | 0.26% | Q1 2017 | Q3 2023 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 3 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 27 | 27 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 26 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
CHURCHILL MANAGEMENT Corp | 26 | 1 | 0.04% | 0.15% | 0.31% | Q4 2014 | Q1 2022 | 27 |
Iowa State Bank | 27 | 27 | 0.32% | 0.63% | 0.94% | Q1 2017 | Q3 2023 | 27 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 27 | 27 | 0.11% | 0.15% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Sands Capital Management | 27 | 27 | 0.00% | 0.12% | 0.24% | Q1 2017 | Q3 2023 | 27 |
Liberty Capital Management, Inc. | 15 | 12 | 0.27% | 0.72% | 1.01% | Q4 2016 | Q3 2023 | 27 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 27 | 0.10% | 0.15% | 0.20% | Q4 2013 | Q2 2020 | 27 |
Richard Bernstein Advisors LLC | 27 | 27 | 0.02% | 0.11% | 0.25% | Q1 2016 | Q3 2022 | 27 |
PINNACLE FINANCIAL PARTNERS INC | 19 | 1 | 0.01% | 0.06% | 0.23% | Q4 2015 | Q3 2023 | 27 |
Financial Enhancement Group LLC | 27 | 27 | 0.72% | 1.82% | 2.39% | Q1 2017 | Q3 2023 | 27 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14 | 13 | 0.14% | 0.33% | 0.74% | Q1 2016 | Q3 2023 | 27 |
SVB WEALTH LLC | 27 | 27 | 0.31% | 0.48% | 0.72% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 27 |
INTACT INVESTMENT MANAGEMENT INC. | 27 | 27 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Morse Asset Management, Inc | 27 | 27 | 0.57% | 1.02% | 1.76% | Q1 2017 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.48% | 0.75% | 0.92% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.09% | 0.16% | 0.23% | Q1 2017 | Q3 2023 | 27 |
Barbara Oil Co. | 27 | 27 | 0.33% | 0.38% | 0.45% | Q1 2017 | Q3 2023 | 27 |
Ledyard National Bank | 27 | 27 | 0.00% | 0.57% | 0.91% | Q2 2015 | Q4 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
TOBAM | 15 | 1 | 0.00% | 0.09% | 0.37% | Q2 2015 | Q3 2023 | 26 |
Mawer Investment Management Ltd. | 26 | 26 | 0.09% | 2.16% | 4.45% | Q2 2017 | Q3 2023 | 26 |
Osborn Williams & Donohoe LLC | 26 | 26 | 0.15% | 0.20% | 0.26% | Q4 2013 | Q1 2020 | 26 |
FCG ADVISORS, LLC | 24 | 2 | 0.10% | 0.17% | 0.27% | Q4 2013 | Q3 2020 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.08% | 0.10% | 0.13% | Q3 2016 | Q3 2023 | 26 |
NewSquare Capital LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.03% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 26 |
FIRST MERCANTILE TRUST CO | 25 | 1 | 0.02% | 0.30% | 0.62% | Q4 2013 | Q2 2020 | 26 |
OAKBROOK INVESTMENTS LLC | 26 | 26 | 0.10% | 0.17% | 0.53% | Q4 2013 | Q1 2020 | 26 |
Integrated Investment Consultants, LLC | 17 | 2 | 0.07% | 0.13% | 0.19% | Q1 2016 | Q3 2023 | 26 |
BP PLC | 17 | 9 | 0.06% | 0.16% | 0.27% | Q3 2014 | Q2 2021 | 26 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 5 | 0.01% | 0.28% | 0.62% | Q4 2013 | Q3 2023 | 26 |
DAVENPORT & Co LLC | 26 | 26 | 0.00% | 0.06% | 0.45% | Q2 2017 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.09% | 0.38% | Q2 2015 | Q2 2023 | 26 |
BANK OF THE WEST | 26 | 26 | 0.06% | 0.17% | 0.31% | Q3 2014 | Q4 2020 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.36% | 0.63% | 0.95% | Q1 2017 | Q3 2023 | 26 |
Avalon Investment & Advisory | 18 | 4 | 0.01% | 0.11% | 0.58% | Q1 2015 | Q1 2023 | 26 |
SMITH ASSET MANAGEMENT GROUP LP | 26 | 26 | 0.00% | 0.35% | 1.78% | Q1 2015 | Q2 2021 | 26 |
First Allied Advisory Services, Inc. | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2020 | 26 |
HCR Wealth Advisors | 26 | 26 | 0.16% | 0.39% | 0.52% | Q2 2017 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 19 | 7 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q2 2020 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.36% | 0.52% | 0.83% | Q2 2017 | Q3 2023 | 26 |
SHUFRO ROSE & CO LLC | 16 | 1 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q2 2021 | 26 |
Harfst & Associates, Inc. | 26 | 26 | 0.14% | 0.30% | 0.61% | Q2 2017 | Q3 2023 | 26 |
WINTON GROUP Ltd | 20 | 2 | 0.00% | 0.10% | 0.29% | Q2 2014 | Q1 2023 | 26 |
NBT BANK N A /NY | 26 | 26 | 0.04% | 0.11% | 0.14% | Q2 2017 | Q3 2023 | 26 |
NIXON PEABODY TRUST CO | 25 | 25 | 0.20% | 1.48% | 1.83% | Q3 2017 | Q3 2023 | 25 |
COLONY GROUP LLC | 25 | 25 | 0.01% | 0.43% | 0.74% | Q3 2017 | Q3 2023 | 25 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.09% | 0.47% | Q3 2014 | Q3 2023 | 25 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 25 | 25 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2019 | 25 |
Perigon Wealth Management, LLC | 22 | 1 | 0.06% | 0.27% | 1.84% | Q3 2011 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 16 | 1 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 25 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 25 | 25 | 0.01% | 1.74% | 2.12% | Q1 2016 | Q1 2022 | 25 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 25 | 25 | 1.07% | 1.21% | 1.47% | Q3 2017 | Q3 2023 | 25 |
GREENLEAF TRUST | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.16% | 0.55% | 0.77% | Q3 2017 | Q3 2023 | 25 |
Savant Capital, LLC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Solstein Capital, LLC | 16 | 6 | 0.01% | 1.37% | 9.11% | Q4 2017 | Q3 2023 | 25 |
PITTENGER & ANDERSON INC | 19 | 6 | 0.00% | 0.04% | 0.20% | Q2 2017 | Q3 2023 | 25 |
Moreno Evelyn V | 25 | 25 | 0.16% | 1.55% | 1.90% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.05% | 0.09% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Rosenbaum Jay D. | 25 | 25 | 0.64% | 1.45% | 1.90% | Q3 2017 | Q3 2023 | 25 |
CLEARARC CAPITAL INC | 25 | 25 | 0.10% | 0.15% | 0.22% | Q4 2013 | Q4 2019 | 25 |
Moors & Cabot, Inc. | 17 | 7 | 0.00% | 0.07% | 0.10% | Q2 2014 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 25 |
COHEN LAWRENCE B | 25 | 25 | 0.42% | 1.33% | 1.74% | Q3 2017 | Q3 2023 | 25 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.21% | 0.53% | Q1 2015 | Q3 2023 | 25 |
CNB Bank | 24 | 24 | 0.27% | 0.47% | 0.85% | Q4 2017 | Q3 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.00% | 0.13% | 0.35% | Q4 2013 | Q3 2019 | 24 |
TIVERTON ASSET MANAGEMENT LLC | 24 | 24 | 0.63% | 0.93% | 1.11% | Q4 2013 | Q3 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.13% | 0.26% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Capstone Financial Advisors, Inc. | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 24 | 24 | 2.83% | 3.94% | 4.97% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Harbor Spring Capital, LLC | 24 | 24 | 1.74% | 4.25% | 7.52% | Q4 2015 | Q3 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.67% | 1.05% | 1.47% | Q4 2017 | Q3 2023 | 24 |
Port Capital LLC | 24 | 24 | 2.02% | 2.70% | 3.61% | Q4 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.47% | 0.57% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Argent Trust Co | 17 | 7 | 0.08% | 0.11% | 0.15% | Q3 2015 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.08% | 0.23% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.01% | 0.11% | 0.29% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Truvvo Partners LLC | 24 | 24 | 7.35% | 17.77% | 32.55% | Q4 2015 | Q3 2021 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.01% | 0.43% | 0.90% | Q1 2018 | Q4 2023 | 24 |
Balentine LLC | 10 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 24 |
Aristotle Atlantic Partners, LLC | 24 | 24 | 0.01% | 0.67% | 2.02% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 23 | 1 | 0.01% | 0.11% | 0.32% | Q3 2014 | Q3 2023 | 24 |
PREMIER ASSET MANAGEMENT LLC | 24 | 24 | 1.65% | 2.79% | 3.48% | Q2 2014 | Q1 2020 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.08% | 0.36% | Q2 2015 | Q4 2021 | 24 |
SUNTRUST BANKS INC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.05% | 0.15% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.11% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 24 |
PRIVATE TRUST CO NA | 20 | 4 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.14% | 0.17% | 0.21% | Q1 2018 | Q3 2023 | 23 |
MCF Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 23 |
Compagnie Lombard Odier SCmA | 23 | 23 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 17 | 6 | 0.00% | 0.07% | 0.18% | Q1 2016 | Q1 2022 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.04% | 0.41% | 0.70% | Q1 2018 | Q3 2023 | 23 |
FRED ALGER MANAGEMENT, LLC | 20 | 3 | 0.00% | 0.78% | 1.44% | Q4 2013 | Q1 2021 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
GIRARD PARTNERS LTD. | 23 | 23 | 0.15% | 0.40% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Cornerstone Advisors, Inc. | 23 | 23 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2019 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Cipher Capital LP | 5 | 1 | 0.05% | 0.28% | 0.88% | Q4 2013 | Q1 2023 | 23 |
FIDUCIARY TRUST CO | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH BANK OF AUSTRALIA | 23 | 23 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q2 2019 | 23 |
Assenagon Asset Management S.A. | 14 | 9 | 0.01% | 0.12% | 0.57% | Q4 2017 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.17% | 0.27% | 0.48% | Q1 2018 | Q3 2023 | 23 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 13 | 1 | 0.01% | 0.23% | 0.66% | Q4 2013 | Q1 2022 | 23 |
Nikko Asset Management Americas, Inc. | 23 | 23 | 0.17% | 0.83% | 2.06% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.18% | 0.78% | Q1 2018 | Q3 2023 | 23 |
WILLIAMS JONES & ASSOCIATES LLC | 23 | 23 | 0.05% | 0.08% | 0.12% | Q4 2013 | Q2 2019 | 23 |
ARK Investment Management | 23 | 23 | 0.01% | 0.21% | 1.40% | Q1 2018 | Q3 2023 | 23 |
Altman Advisors, Inc. | 22 | 1 | 0.00% | 1.01% | 2.09% | Q4 2017 | Q3 2023 | 23 |
JOHNSON INVESTMENT COUNSEL INC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Oak Asset Management, LLC | 18 | 5 | 0.74% | 0.97% | 1.36% | Q4 2017 | Q3 2023 | 23 |
State of New Jersey Common Pension Fund D | 23 | 23 | 0.03% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Zurich Insurance Group Ltd/FI | 13 | 2 | 0.13% | 0.53% | 1.86% | Q3 2015 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 23 |
PGGM Investments | 21 | 1 | 0.00% | 0.10% | 0.23% | Q4 2013 | Q3 2023 | 23 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 2 | 0.02% | 0.31% | 1.38% | Q4 2014 | Q1 2023 | 23 |
Bishop Rock Capital, L.P. | 22 | 1 | 3.69% | 4.69% | 7.99% | Q4 2016 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.10% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.18% | 0.47% | Q2 2017 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 9 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 2.45% | 2.98% | 3.62% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.26% | 0.60% | Q1 2018 | Q3 2023 | 23 |
EAGLE ASSET MANAGEMENT INC | 19 | 4 | 0.00% | 0.11% | 0.28% | Q1 2016 | Q4 2021 | 23 |
Proficio Capital Partners LLC | 15 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 12 | 11 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 1.10% | 1.42% | 1.79% | Q2 2017 | Q4 2022 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Lourd Capital, LLC | 23 | 23 | 0.04% | 0.07% | 0.16% | Q4 2013 | Q2 2019 | 23 |
CAPITAL GUARDIAN TRUST CO | 23 | 23 | 0.32% | 0.61% | 1.20% | Q4 2013 | Q2 2019 | 23 |
180 WEALTH ADVISORS, LLC | 22 | 22 | 0.05% | 0.12% | 0.21% | Q4 2017 | Q1 2023 | 22 |
SeaCrest Wealth Management, LLC | 14 | 2 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 22 |
COHEN & STEERS, INC. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
SEGALL BRYANT & HAMILL, LLC | 22 | 22 | 0.07% | 0.15% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Spot Trading L.L.C | 9 | 9 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2015 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
BARINGS LLC | 9 | 2 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2020 | 22 |
CIBC BANK USA | 13 | 9 | 0.03% | 0.09% | 0.21% | Q4 2013 | Q4 2019 | 22 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.17% | 0.88% | 1.86% | Q2 2018 | Q3 2023 | 22 |
RWA WEALTH PARTNERS, LLC | 22 | 22 | 0.01% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 16 | 1 | 0.01% | 0.30% | 0.90% | Q3 2016 | Q3 2023 | 22 |
JUPITER ASSET MANAGEMENT LTD | 12 | 1 | 0.01% | 0.23% | 0.92% | Q4 2013 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.06% | 0.14% | 0.22% | Q4 2013 | Q1 2019 | 22 |
Berkeley Capital Partners, LLC | 22 | 22 | 0.20% | 0.28% | 0.38% | Q2 2018 | Q3 2023 | 22 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 22 | 22 | 0.45% | 1.22% | 1.51% | Q4 2015 | Q1 2021 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2019 | 22 |
EMINENCE CAPITAL, LP | 22 | 22 | 0.89% | 3.61% | 6.86% | Q4 2014 | Q1 2020 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 22 |
MILES CAPITAL, INC. | 22 | 22 | 0.68% | 1.08% | 1.74% | Q4 2014 | Q1 2020 | 22 |
Lido Advisors, LLC | 17 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 22 |
Broadleaf Partners, LLC | 22 | 22 | 0.80% | 1.56% | 2.58% | Q4 2017 | Q1 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.69% | 1.33% | 2.00% | Q2 2018 | Q3 2023 | 22 |
DRW Securities, LLC | 7 | 1 | 0.01% | 0.07% | 0.24% | Q4 2013 | Q3 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.09% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2020 | 22 |
LGT CAPITAL PARTNERS LTD. | 22 | 22 | 0.55% | 0.83% | 1.35% | Q2 2018 | Q3 2023 | 22 |
CORTLAND ADVISERS LLC | 22 | 22 | 1.45% | 2.77% | 3.82% | Q2 2014 | Q3 2019 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.16% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 6 | 0.00% | 0.12% | 0.37% | Q1 2018 | Q3 2023 | 22 |
First American Bank | 9 | 4 | 0.24% | 0.32% | 0.45% | Q1 2016 | Q4 2021 | 22 |
Steinberg Global Asset Management | 22 | 22 | 0.30% | 0.34% | 0.43% | Q4 2013 | Q1 2019 | 22 |
PRUDENTIAL PLC | 14 | 1 | 0.00% | 0.12% | 0.40% | Q4 2013 | Q3 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.08% | 0.14% | 0.23% | Q4 2013 | Q1 2019 | 22 |
FIRST INTERSTATE BANK | 10 | 2 | 0.00% | 0.14% | 0.27% | Q3 2015 | Q3 2023 | 22 |
ALLSTATE CORP | 20 | 2 | 0.02% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 22 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 1 | 0.04% | 0.24% | 0.77% | Q4 2014 | Q4 2021 | 22 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 10 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 21 |
NICHOLAS COMPANY, INC. | 21 | 21 | 0.64% | 0.84% | 1.08% | Q3 2018 | Q3 2023 | 21 |
Cable Hill Partners, LLC | 18 | 3 | 0.01% | 0.01% | 0.05% | Q4 2014 | Q2 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Lloyds Banking Group plc | 21 | 21 | 0.04% | 1.99% | 3.96% | Q4 2013 | Q4 2018 | 21 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 17 | 17 | 0.27% | 4.57% | 7.30% | Q3 2014 | Q3 2018 | 21 |
Nicholas Hoffman & Company, LLC. | 21 | 21 | 0.03% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Unigestion Holding SA | 15 | 6 | 0.07% | 0.76% | 1.84% | Q2 2018 | Q3 2023 | 21 |
Prana Capital Management, LP | 20 | 1 | 0.33% | 3.71% | 6.91% | Q2 2018 | Q3 2023 | 21 |
First Bank & Trust | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 21 |
MITCHELL CAPITAL MANAGEMENT CO | 21 | 21 | 0.49% | 0.78% | 1.22% | Q3 2018 | Q3 2023 | 21 |
First National Bank of Hutchinson | 21 | 21 | 0.11% | 0.23% | 0.34% | Q3 2018 | Q3 2023 | 21 |
NatWest Group plc | 11 | 1 | 0.01% | 0.26% | 0.72% | Q4 2013 | Q4 2020 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.37% | 0.68% | Q3 2017 | Q3 2022 | 21 |
PARK AVENUE SECURITIES LLC | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 21 |
Jump Trading, LLC | 14 | 7 | 0.01% | 0.23% | 1.04% | Q4 2013 | Q1 2019 | 21 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.09% | 0.41% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
KINGS POINT CAPITAL MANAGEMENT | 21 | 21 | 0.00% | 0.68% | 1.53% | Q1 2017 | Q1 2022 | 21 |
Pictet North America Advisors SA | 21 | 21 | 0.07% | 0.16% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Ninety One UK Ltd | 19 | 2 | 0.02% | 0.74% | 1.05% | Q3 2015 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 21 |
WealthTrust-Arizona, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2018 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 21 |
LINCOLN NATIONAL CORP | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Oakworth Capital, Inc. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
CULLEN/FROST BANKERS, INC. | 19 | 2 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 21 |
DUNCKER STREETT & CO INC | 21 | 21 | 0.15% | 0.79% | 1.17% | Q3 2018 | Q3 2023 | 21 |
BANQUE PICTET & CIE SA | 21 | 21 | 0.01% | 0.09% | 0.24% | Q3 2018 | Q3 2023 | 21 |
Manning & Napier Group, LLC | 21 | 21 | 0.11% | 1.13% | 2.12% | Q3 2018 | Q3 2023 | 21 |
CHASE INVESTMENT COUNSEL CORP | 14 | 7 | 0.41% | 1.42% | 2.84% | Q3 2015 | Q2 2022 | 21 |
Horizon Kinetics | 21 | 21 | 0.04% | 0.10% | 0.22% | Q4 2013 | Q4 2018 | 21 |
Sheaff Brock Investment Advisors, LLC | 19 | 2 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 21 |
Kinneret Advisory, LLC | 20 | 20 | 0.13% | 0.21% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Diversified Trust Co | 20 | 20 | 0.02% | 0.14% | 0.26% | Q1 2019 | Q4 2023 | 20 |
FULTON BANK, N.A. | 16 | 4 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q4 2023 | 20 |
Avitas Wealth Management LLC | 20 | 20 | 0.52% | 0.64% | 0.88% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.19% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.30% | 0.56% | 0.87% | Q4 2018 | Q3 2023 | 20 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 5 | 0.44% | 0.80% | 1.72% | Q3 2013 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.01% | 0.28% | 1.11% | Q4 2018 | Q3 2023 | 20 |
Liberty Mutual Group Asset Management Inc. | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q3 2018 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.13% | 0.24% | 0.63% | Q4 2018 | Q3 2023 | 20 |
COOKE & BIELER LP | 20 | 20 | 0.00% | 1.24% | 2.05% | Q1 2017 | Q4 2021 | 20 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.05% | 0.32% | Q4 2014 | Q4 2022 | 20 |
Simplicity Solutions, LLC | 18 | 1 | 0.01% | 0.09% | 0.27% | Q4 2015 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.07% | 0.14% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 1.39% | 2.38% | 3.30% | Q4 2018 | Q3 2023 | 20 |
D.B. Root & Company, LLC | 20 | 20 | 0.12% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.14% | 0.25% | 0.35% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 10 | 1 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2019 | 20 |
INTEGRAL DERIVATIVES, LLC | 5 | 2 | 0.00% | 0.03% | 0.20% | Q4 2013 | Q4 2017 | 20 |
CI INVESTMENTS INC. | 20 | 20 | 0.00% | 0.23% | 0.54% | Q4 2018 | Q3 2023 | 20 |
COMMUNITY TRUST & INVESTMENT CO | 20 | 20 | 0.89% | 1.63% | 2.50% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.01% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.17% | 0.38% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
CORNERCAP INVESTMENT COUNSEL INC | 10 | 1 | 0.02% | 0.07% | 0.20% | Q3 2017 | Q1 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Nippon Life Global Investors Americas, Inc. | 20 | 20 | 0.37% | 0.98% | 1.84% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LeJeune Puetz Investment Counsel LLC | 20 | 20 | 0.06% | 0.07% | 0.10% | Q2 2018 | Q1 2023 | 20 |
Crescent Park Management, L.P. | 20 | 20 | 4.57% | 7.11% | 11.98% | Q4 2018 | Q3 2023 | 20 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 20 | 20 | 0.01% | 0.56% | 1.20% | Q2 2018 | Q1 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.06% | 0.08% | Q4 2015 | Q3 2020 | 20 |
First Eagle Investment Management, LLC | 13 | 1 | 0.00% | 0.05% | 0.08% | Q2 2014 | Q3 2020 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.04% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Junto Capital Management LP | 5 | 1 | 0.77% | 4.46% | 7.78% | Q4 2015 | Q2 2023 | 20 |
Tidal Investments LLC | 20 | 20 | 0.04% | 0.50% | 1.28% | Q4 2018 | Q3 2023 | 20 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 7 | 0.01% | 0.14% | 0.48% | Q4 2016 | Q1 2022 | 20 |
MONTAG A & ASSOCIATES INC | 20 | 20 | 0.37% | 0.59% | 0.96% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 11 | 2 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q1 2020 | 20 |
Greystone Managed Investments Inc. | 20 | 20 | 0.34% | 0.45% | 0.59% | Q4 2013 | Q3 2018 | 20 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 13 | 3 | 0.00% | 0.29% | 0.72% | Q4 2013 | Q2 2021 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Sompo Asset Management Co., Ltd. | 19 | 19 | 0.13% | 0.32% | 0.48% | Q1 2019 | Q3 2023 | 19 |
Banco Santander, S.A. | 17 | 2 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 19 |
HighPoint Advisor Group LLC | 17 | 1 | 0.07% | 0.10% | 0.13% | Q1 2016 | Q2 2022 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 19 | 19 | 0.04% | 0.66% | 1.04% | Q1 2019 | Q3 2023 | 19 |
PM CAPITAL Ltd | 19 | 19 | 1.22% | 6.90% | 10.01% | Q4 2014 | Q2 2019 | 19 |
Farmers & Merchants Trust Co of Chambersburg PA | 19 | 19 | 0.65% | 0.95% | 1.13% | Q1 2019 | Q3 2023 | 19 |
Family Management Corp | 15 | 4 | 0.66% | 0.92% | 1.20% | Q3 2018 | Q3 2023 | 19 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.22% | 0.57% | Q4 2014 | Q3 2023 | 19 |
BOYS ARNOLD & CO INC | 19 | 19 | 0.10% | 0.14% | 0.22% | Q3 2015 | Q1 2020 | 19 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 19 | 19 | 0.01% | 0.11% | 0.24% | Q4 2013 | Q2 2018 | 19 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.11% | 0.30% | Q4 2015 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.10% | 0.15% | 0.22% | Q4 2017 | Q3 2022 | 19 |
Clarius Group, LLC | 19 | 19 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Mount Yale Investment Advisors, LLC | 16 | 3 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 19 |
EAGLE GLOBAL ADVISORS LLC | 19 | 19 | 0.26% | 0.99% | 1.43% | Q1 2019 | Q3 2023 | 19 |
Geo Capital Gestora de Recursos Ltd | 16 | 3 | 0.06% | 4.48% | 8.92% | Q4 2018 | Q3 2023 | 19 |
Citizens Business Bank | 19 | 19 | 0.12% | 0.19% | 0.27% | Q1 2017 | Q3 2021 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Jackson Square Partners, LLC | 19 | 19 | 2.35% | 2.98% | 3.42% | Q2 2014 | Q4 2018 | 19 |
Prospera Financial Services Inc | 15 | 2 | 0.02% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 19 |
ALERUS FINANCIAL NA | 19 | 19 | 0.21% | 0.52% | 0.88% | Q1 2019 | Q3 2023 | 19 |
EagleClaw Capital Managment, LLC | 19 | 19 | 0.10% | 1.36% | 1.75% | Q1 2019 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 19 |
STRALEM & CO INC | 19 | 19 | 2.71% | 3.22% | 3.49% | Q4 2015 | Q2 2020 | 19 |
Genesee Capital Advisors, LLC | 10 | 9 | 1.08% | 1.51% | 2.79% | Q4 2018 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
MONETARY MANAGEMENT GROUP INC | 19 | 19 | 0.01% | 0.30% | 0.57% | Q1 2019 | Q3 2023 | 19 |
EASTERN BANK | 19 | 19 | 0.01% | 0.56% | 0.93% | Q1 2019 | Q3 2023 | 19 |
EFG Asset Management (Americas) Corp. | 19 | 19 | 0.89% | 1.67% | 2.14% | Q4 2015 | Q2 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CX Institutional | 19 | 19 | 0.00% | 0.07% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Castle Rock Wealth Management, LLC | 14 | 2 | 0.15% | 0.43% | 0.72% | Q2 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.12% | 1.56% | 2.69% | Q1 2019 | Q3 2023 | 19 |
FORTE CAPITAL LLC /ADV | 18 | 1 | 0.19% | 0.33% | 0.61% | Q4 2014 | Q3 2023 | 19 |
BI Asset Management Fondsmaeglerselskab A/S | 11 | 8 | 0.02% | 0.72% | 2.11% | Q2 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 4 | 0.00% | 0.16% | 0.41% | Q2 2017 | Q2 2022 | 19 |
Elgethun Capital Management | 18 | 1 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 19 |
Fiduciary Trust Co International of Pennsylvania | 18 | 1 | 0.02% | 0.35% | 0.60% | Q4 2013 | Q1 2020 | 19 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Capital Research Global Investors | 18 | 18 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2018 | 18 |
GREAT LAKES ADVISORS, LLC | 17 | 1 | 0.01% | 0.14% | 0.97% | Q4 2018 | Q3 2023 | 18 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.20% | Q3 2016 | Q4 2022 | 18 |
Caprock Group, LLC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Veritas Asset Management LLP | 18 | 18 | 1.94% | 4.35% | 6.56% | Q2 2019 | Q3 2023 | 18 |
Ninety One North America, Inc. | 18 | 18 | 0.20% | 0.92% | 2.71% | Q1 2019 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ariel Investments | 16 | 2 | 0.01% | 0.11% | 0.25% | Q1 2016 | Q4 2020 | 18 |
Bedel Financial Consulting, Inc. | 17 | 1 | 0.04% | 0.09% | 0.10% | Q1 2018 | Q2 2023 | 18 |
HOWARD CAPITAL MANAGEMENT | 18 | 18 | 1.41% | 1.71% | 2.38% | Q3 2016 | Q4 2020 | 18 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.06% | 0.21% | Q3 2015 | Q4 2022 | 18 |
Ninepoint Partners LP | 17 | 1 | 0.10% | 1.20% | 4.36% | Q3 2017 | Q1 2022 | 18 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 8 | 0.01% | 0.11% | 0.31% | Q4 2013 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Fairbanks Capital Management, Inc. | 18 | 18 | 0.24% | 0.76% | 1.01% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 18 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 18 | 18 | 0.12% | 0.16% | 0.19% | Q4 2013 | Q1 2018 | 18 |
NuWave Investment Management, LLC | 9 | 1 | 0.00% | 0.44% | 1.02% | Q4 2013 | Q3 2022 | 18 |
Covenant Partners, LLC | 15 | 3 | 0.11% | 0.19% | 0.23% | Q4 2018 | Q3 2023 | 18 |
NOTTINGHAM ADVISORS, INC. | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Capula Management Ltd | 4 | 1 | 0.00% | 0.10% | 0.30% | Q3 2019 | Q2 2022 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 18 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 18 |
BANK OF STOCKTON | 18 | 18 | 0.15% | 0.41% | 0.64% | Q2 2019 | Q3 2023 | 18 |
REGENTATLANTIC CAPITAL LLC | 17 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.23% | 0.67% | Q4 2018 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 15 | 3 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Bruderman Asset Management, LLC | 18 | 18 | 0.57% | 1.09% | 1.68% | Q1 2018 | Q2 2022 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.07% | 0.22% | 0.68% | Q1 2014 | Q3 2023 | 18 |
Quantitative Investment Management, LLC | 7 | 1 | 0.08% | 0.21% | 0.54% | Q3 2014 | Q2 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 1 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q2 2021 | 18 |
BENJAMIN EDWARDS INC | 17 | 17 | 0.02% | 0.18% | 0.68% | Q3 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.76% | 1.17% | 1.38% | Q2 2017 | Q2 2021 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 1 | 0.00% | 0.09% | 0.28% | Q3 2017 | Q3 2023 | 17 |
Sequoia Financial Advisors, LLC | 9 | 8 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.09% | 0.46% | Q1 2019 | Q3 2023 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 17 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q1 2022 | 17 |
Keel Point, LLC | 17 | 17 | 0.13% | 0.38% | 0.66% | Q3 2019 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 17 |
First National Bank of South Miami | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 17 | 17 | 0.06% | 0.07% | 0.12% | Q4 2013 | Q4 2017 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Integre Asset Management, LLC | 16 | 1 | 0.09% | 2.56% | 3.37% | Q4 2013 | Q4 2019 | 17 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 14 | 3 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
PETTYJOHN, WOOD & WHITE, INC | 17 | 17 | 0.08% | 0.34% | 0.41% | Q3 2019 | Q3 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q4 2022 | 17 |
LMR Partners LLP | 9 | 1 | 0.02% | 0.12% | 0.38% | Q2 2014 | Q1 2022 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.05% | 0.16% | Q2 2016 | Q3 2020 | 17 |
TimesSquare Capital Management, LLC | 8 | 1 | 0.02% | 0.27% | 1.09% | Q4 2013 | Q3 2019 | 17 |
Lenox Wealth Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 17 |
Enterprise Bank & Trust Co | 17 | 17 | 0.63% | 0.74% | 0.86% | Q3 2019 | Q3 2023 | 17 |
VAN ECK ASSOCIATES CORP | 15 | 2 | 0.00% | 0.20% | 0.66% | Q2 2014 | Q3 2023 | 17 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.04% | 0.20% | Q1 2016 | Q1 2021 | 17 |
COMPASS CAPITAL MANAGEMENT, INC | 17 | 17 | 3.47% | 3.77% | 4.01% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.30% | 0.60% | Q4 2018 | Q4 2022 | 17 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 17 | 17 | 1.33% | 2.01% | 2.31% | Q3 2019 | Q3 2023 | 17 |
Horizon Investments, LLC | 13 | 4 | 0.01% | 0.05% | 0.57% | Q2 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q2 2023 | 17 |
Quantbot Technologies LP | 2 | 1 | 0.03% | 0.47% | 1.27% | Q1 2014 | Q1 2023 | 17 |
Axiom Investment Management LLC | 17 | 17 | 0.04% | 0.38% | 0.83% | Q4 2018 | Q4 2022 | 17 |
Moisand Fitzgerald Tamayo, LLC | 11 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 16 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 16 | 0.08% | 0.13% | 0.18% | Q2 2016 | Q1 2020 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Fieldpoint Private Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.16% | 0.53% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Yorktown Management & Research Co Inc | 13 | 3 | 0.05% | 0.24% | 0.58% | Q4 2013 | Q2 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.47% | 0.51% | 0.65% | Q4 2019 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.26% | 0.39% | 0.67% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.05% | 0.12% | 0.24% | Q4 2018 | Q3 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.21% | 0.25% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Harvest Fund Management Co., Ltd | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.05% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
CAMBRIDGE TRUST CO | 16 | 16 | 0.51% | 0.74% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 2.07% | 2.44% | 2.71% | Q4 2019 | Q3 2023 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.27% | 0.45% | 0.62% | Q2 2019 | Q1 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 16 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 1 | 0.01% | 0.33% | 0.39% | Q3 2018 | Q3 2023 | 16 |
Alberta Investment Management Corp | 14 | 1 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2022 | 16 |
C WorldWide Group Holding A/S | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 13 | 1 | 0.01% | 0.08% | 0.24% | Q4 2018 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.08% | 0.20% | 0.37% | Q1 2014 | Q4 2017 | 16 |
Nationwide Fund Advisors | 16 | 16 | 0.18% | 0.24% | 0.35% | Q4 2013 | Q3 2017 | 16 |
Echo Street Capital Management LLC | 15 | 1 | 0.00% | 1.28% | 1.83% | Q3 2019 | Q3 2023 | 16 |
Progressive Investment Management Corp | 10 | 6 | 0.46% | 1.33% | 3.15% | Q4 2013 | Q4 2017 | 16 |
Impax Asset Management Group plc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.56% | 0.64% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 15 | 1 | 0.52% | 1.31% | 1.69% | Q1 2014 | Q3 2023 | 16 |
GQG Partners LLC | 16 | 16 | 0.01% | 2.17% | 3.61% | Q4 2016 | Q3 2020 | 16 |
PEREGRINE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.40% | 0.52% | 0.61% | Q3 2016 | Q2 2020 | 16 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 16 | 16 | 0.00% | 2.45% | 3.44% | Q4 2019 | Q3 2023 | 16 |
CWA Asset Management Group, LLC | 15 | 1 | 0.03% | 0.07% | 0.39% | Q4 2015 | Q3 2023 | 16 |
First National Bank of Mount Dora, Trust Investment Services | 16 | 16 | 0.52% | 1.24% | 1.66% | Q1 2020 | Q4 2023 | 16 |
Andesa Financial Management Inc. | 9 | 2 | 0.09% | 0.18% | 0.27% | Q4 2018 | Q1 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.14% | 0.52% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Ellis Investment Partners, LLC | 13 | 3 | 0.00% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 16 | 16 | 0.02% | 0.08% | 0.14% | Q4 2016 | Q3 2020 | 16 |
Confluence Wealth Management LLC | 16 | 16 | 0.53% | 0.72% | 0.84% | Q4 2016 | Q3 2020 | 16 |
Interval Partners, LP | 5 | 1 | 0.05% | 0.26% | 0.74% | Q4 2016 | Q3 2023 | 16 |
Mosaic Family Wealth, LLC | 16 | 16 | 0.08% | 0.11% | 0.16% | Q4 2015 | Q3 2019 | 16 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 11 | 5 | 0.30% | 0.55% | 0.81% | Q4 2013 | Q4 2017 | 16 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 15 | 1 | 1.02% | 3.27% | 4.54% | Q1 2015 | Q1 2020 | 16 |
Optas, LLC | 16 | 16 | 0.23% | 0.32% | 0.47% | Q4 2019 | Q3 2023 | 16 |
BB&T SECURITIES, LLC | 14 | 2 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2019 | 16 |
Wharton Business Group, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.14% | 0.21% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 3 | 0.00% | 0.28% | 1.96% | Q4 2015 | Q2 2021 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.97% | 1.19% | 1.47% | Q4 2019 | Q3 2023 | 16 |
Bellecapital International Ltd. | 16 | 16 | 0.13% | 1.32% | 2.17% | Q4 2019 | Q3 2023 | 16 |
THREE BAYS CAPITAL LP | 15 | 15 | 2.23% | 4.86% | 9.29% | Q4 2014 | Q2 2018 | 16 |
Van Hulzen Asset Management, LLC | 16 | 16 | 0.12% | 0.96% | 2.72% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Altium Wealth Management LLC | 16 | 16 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q1 2022 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.05% | 0.26% | 0.54% | Q4 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.56% | 0.80% | 0.97% | Q4 2019 | Q3 2023 | 16 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.04% | 0.35% | 0.77% | Q4 2019 | Q3 2023 | 16 |
WADDELL & REED FINANCIAL INC | 13 | 1 | 0.01% | 0.15% | 0.34% | Q1 2016 | Q1 2021 | 16 |
Wealthspire Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.10% | 0.32% | Q1 2018 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Bremer Bank National Association | 16 | 16 | 0.05% | 0.56% | 0.84% | Q1 2019 | Q4 2022 | 16 |
Ownership Capital B.V. | 15 | 15 | 3.30% | 4.20% | 5.20% | Q1 2020 | Q3 2023 | 15 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 4 | 0.13% | 0.37% | 0.68% | Q4 2013 | Q2 2018 | 15 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 3 | 0.10% | 0.28% | 0.56% | Q4 2013 | Q3 2023 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
UMB Bank, n.a. | 11 | 2 | 0.01% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 15 |
MARSICO CAPITAL MANAGEMENT LLC | 14 | 1 | 0.14% | 0.93% | 1.28% | Q4 2013 | Q4 2019 | 15 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 15 | 15 | 1.28% | 4.07% | 7.09% | Q4 2013 | Q2 2017 | 15 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 15 | 15 | 0.15% | 0.60% | 1.14% | Q4 2013 | Q2 2017 | 15 |
ZACKS INVESTMENT MANAGEMENT | 15 | 15 | 0.02% | 0.21% | 0.29% | Q4 2014 | Q2 2018 | 15 |
CHEMICAL BANK | 15 | 15 | 0.03% | 0.16% | 0.26% | Q4 2015 | Q2 2019 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.05% | 0.35% | 0.94% | Q1 2014 | Q3 2022 | 15 |
RATIONAL ADVISORS LLC | 14 | 1 | 0.02% | 0.16% | 0.40% | Q4 2013 | Q2 2021 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.10% | Q4 2013 | Q2 2017 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
AMICA MUTUAL INSURANCE CO | 15 | 15 | 0.09% | 0.16% | 0.20% | Q1 2018 | Q3 2021 | 15 |
Aurora Investment Counsel | 10 | 5 | 0.09% | 0.93% | 1.48% | Q4 2013 | Q2 2022 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q4 2017 | 15 |
WHITENER CAPITAL MANAGEMENT, INC. | 9 | 2 | 0.06% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 15 |
CAPSTONE ASSET MANAGEMENT CO | 15 | 15 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q2 2017 | 15 |
Sterling Capital Management LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2017 | 15 |
Foothills Asset Management, Ltd. | 15 | 15 | 1.72% | 1.95% | 2.21% | Q3 2016 | Q1 2020 | 15 |
Hirtle Callaghan & Co LLC | 10 | 5 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2017 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.02% | 0.99% | 1.74% | Q4 2018 | Q2 2022 | 15 |
SouthState Corp | 15 | 15 | 0.18% | 0.30% | 0.49% | Q1 2020 | Q3 2023 | 15 |
Laurel Grove Capital, LLC | 15 | 15 | 0.54% | 0.60% | 0.70% | Q1 2015 | Q3 2018 | 15 |
Spears Abacus Advisors LLC | 15 | 15 | 0.58% | 2.74% | 3.26% | Q1 2020 | Q3 2023 | 15 |
Meritage Group LP | 15 | 15 | 3.15% | 4.44% | 6.04% | Q4 2013 | Q2 2017 | 15 |
Senator Investment Group LP | 5 | 1 | 0.86% | 3.02% | 5.87% | Q4 2013 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 2 | 0.00% | 0.04% | 0.28% | Q1 2020 | Q4 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TIEDEMANN ADVISORS, LLC | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.14% | 0.17% | 0.22% | Q4 2016 | Q2 2020 | 15 |
Drexel Morgan & Co. | 15 | 15 | 0.09% | 0.19% | 0.24% | Q3 2017 | Q1 2021 | 15 |
SPROTT INC. | 15 | 15 | 0.69% | 1.61% | 2.62% | Q4 2013 | Q2 2017 | 15 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.13% | 1.13% | Q4 2013 | Q3 2023 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q2 2017 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.00% | 0.07% | 0.19% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.19% | 0.34% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 7 | 6 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q1 2017 | 15 |
Claar Advisors LLC | 15 | 15 | 1.45% | 2.49% | 3.38% | Q1 2020 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.28% | 0.54% | 0.90% | Q1 2020 | Q3 2023 | 15 |
MATTERN CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.68% | 0.99% | 1.12% | Q1 2020 | Q3 2023 | 15 |
Amica Retiree Medical Trust | 15 | 15 | 0.09% | 0.17% | 0.21% | Q1 2018 | Q3 2021 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.11% | 0.16% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Peak Asset Management, LLC | 15 | 15 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.06% | 0.19% | 0.44% | Q4 2018 | Q3 2022 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.11% | 0.22% | Q1 2017 | Q3 2020 | 15 |
First Personal Financial Services | 15 | 15 | 0.00% | 0.14% | 0.30% | Q2 2016 | Q4 2019 | 15 |
ROPES WEALTH ADVISORS LLC | 11 | 2 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 15 |
VeraBank, N.A. | 15 | 15 | 0.16% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 9 | 6 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 15 |
Taikang Asset Management (Hong Kong) Co Ltd | 15 | 15 | 0.06% | 0.54% | 1.23% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.16% | 0.19% | 0.22% | Q3 2016 | Q1 2020 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OneDigital Investment Advisors LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 15 |
Glenview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 15 |
Symmetry Partners, LLC | 14 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q4 2023 | 15 |
Arnhold LLC | 15 | 15 | 0.08% | 0.15% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Burgundy Asset Management Ltd. | 14 | 14 | 1.00% | 2.39% | 2.82% | Q2 2020 | Q3 2023 | 14 |
BLOOM TREE PARTNERS, LLC | 14 | 14 | 2.95% | 3.66% | 5.38% | Q4 2014 | Q1 2018 | 14 |
Ardevora Asset Management LLP | 14 | 14 | 0.83% | 1.02% | 1.19% | Q4 2017 | Q1 2021 | 14 |
Capital Wealth Planning, LLC | 10 | 4 | 0.01% | 1.25% | 5.32% | Q2 2019 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 14 |
Independent Advisor Alliance | 10 | 1 | 0.03% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.11% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Investors Research Corp | 8 | 6 | 0.00% | 0.11% | 0.27% | Q1 2019 | Q3 2023 | 14 |
PECAUT & CO. | 14 | 14 | 0.32% | 1.60% | 2.60% | Q2 2020 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.02% | 1.50% | 2.58% | Q2 2020 | Q3 2023 | 14 |
Ninety One SA (PTY) Ltd | 9 | 5 | 0.02% | 0.35% | 1.30% | Q1 2020 | Q3 2023 | 14 |
Soros Fund Management | 8 | 6 | 0.01% | 0.12% | 0.20% | Q1 2018 | Q4 2021 | 14 |
BREITER CAPITAL MANAGEMENT INC | 4 | 3 | 0.15% | 0.22% | 0.29% | Q1 2018 | Q1 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 14 |
Stanley-Laman Group, Ltd. | 7 | 1 | 0.04% | 0.86% | 2.02% | Q4 2013 | Q3 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Winslow, Evans & Crocker, Inc. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 14 |
FORTALEZA ASSET MANAGEMENT INC/ | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
Hyperion Capital Advisors LP | 14 | 14 | 1.13% | 6.46% | 11.60% | Q2 2020 | Q3 2023 | 14 |
Pointe Capital Management LLC | 14 | 14 | 0.25% | 0.31% | 0.36% | Q2 2020 | Q3 2023 | 14 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Artemis Investment Management LLP | 9 | 5 | 0.05% | 0.67% | 1.65% | Q2 2018 | Q3 2023 | 14 |
MAD RIVER INVESTORS | 14 | 14 | 0.62% | 1.07% | 1.69% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.12% | 0.22% | 0.69% | Q4 2019 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SIMON QUICK ADVISORS, LLC | 7 | 2 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 14 |
Channing Capital Management, LLC | 14 | 14 | 0.04% | 0.40% | 0.53% | Q1 2016 | Q2 2019 | 14 |
FIRST FOUNDATION ADVISORS | 13 | 1 | 0.02% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 14 |
NorthCoast Asset Management LLC | 5 | 2 | 0.01% | 1.03% | 2.75% | Q3 2015 | Q3 2021 | 14 |
Veracity Capital LLC | 10 | 4 | 0.06% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Krilogy Financial LLC | 7 | 2 | 0.00% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 14 |
Achmea Investment Management B.V. | 14 | 14 | 0.00% | 0.12% | 0.33% | Q2 2020 | Q3 2023 | 14 |
SFMG, LLC | 14 | 14 | 0.03% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
FORBES J M & CO LLP | 14 | 14 | 1.05% | 1.34% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
AMARILLO NATIONAL BANK | 14 | 14 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
GAM Holding AG | 14 | 14 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q2 2017 | 14 |
1776 Wealth LLC | 14 | 14 | 0.21% | 0.28% | 0.38% | Q4 2019 | Q1 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.14% | 0.18% | 0.20% | Q2 2020 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.22% | 0.58% | 0.99% | Q2 2020 | Q3 2023 | 14 |
Rossmore Private Capital | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Hixon Zuercher, LLC | 14 | 14 | 1.98% | 2.29% | 2.71% | Q2 2020 | Q3 2023 | 14 |
Destination Wealth Management | 10 | 1 | 0.00% | 0.53% | 0.88% | Q1 2018 | Q3 2023 | 14 |
JANUS HENDERSON INVESTORS US LLC | 14 | 14 | 0.15% | 0.24% | 0.34% | Q4 2013 | Q1 2017 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.42% | 0.53% | 0.78% | Q4 2018 | Q1 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.34% | 0.61% | Q4 2015 | Q1 2019 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.04% | 0.41% | 1.06% | Q2 2014 | Q1 2021 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
OLD NATIONAL BANCORP /IN/ | 7 | 6 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
MIDDLETON & CO INC/MA | 9 | 4 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.06% | 0.08% | 0.15% | Q4 2013 | Q4 2016 | 13 |
MUFG Securities EMEA plc | 5 | 3 | 0.00% | 0.14% | 0.42% | Q1 2018 | Q3 2021 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Ruane, Cunniff & Goldfarb L.P. | 13 | 13 | 3.58% | 6.60% | 10.60% | Q3 2020 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.05% | 0.12% | 0.26% | Q3 2014 | Q3 2017 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CRAWFORD INVESTMENT COUNSEL INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BlackRock Fund Advisors | 13 | 13 | 0.08% | 0.09% | 0.11% | Q4 2013 | Q4 2016 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.09% | 0.18% | 0.22% | Q4 2018 | Q4 2021 | 13 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q2 2022 | 13 |
Ashfield Capital Partners, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Patten Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
COBIZ WEALTH, LLC | 13 | 13 | 1.32% | 1.49% | 1.70% | Q2 2016 | Q2 2019 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 12 | 1 | 0.00% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.02% | 0.32% | 0.64% | Q2 2016 | Q2 2019 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.05% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.10% | 0.31% | Q3 2019 | Q3 2022 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q2 2017 | 13 |
MYCIO WEALTH PARTNERS, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 13 |
HANCOCK WHITNEY CORP | 11 | 2 | 0.02% | 0.29% | 0.59% | Q4 2013 | Q1 2018 | 13 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.10% | 0.53% | Q4 2013 | Q2 2019 | 13 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 13 |
SRB CORP | 8 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q4 2020 | 13 |
BECKER CAPITAL MANAGEMENT INC | 13 | 13 | 0.03% | 0.62% | 0.82% | Q3 2020 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 1.93% | 6.27% | Q2 2019 | Q2 2022 | 13 |
BlackRock Group LTD | 13 | 13 | 0.09% | 0.12% | 0.14% | Q4 2013 | Q4 2016 | 13 |
Bristlecone Advisors, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
WealthShield Partners, LLC | 13 | 13 | 0.08% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.09% | 0.12% | 0.14% | Q4 2013 | Q4 2016 | 13 |
RIVERPARK CAPITAL MANAGEMENT LLC | 13 | 13 | 0.72% | 1.66% | 2.25% | Q4 2014 | Q4 2017 | 13 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q4 2020 | 13 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.08% | 0.25% | Q1 2017 | Q4 2022 | 13 |
RiverPark Advisors, LLC | 13 | 13 | 0.22% | 1.11% | 2.04% | Q4 2014 | Q4 2017 | 13 |
Lone Pine Capital | 5 | 2 | 0.05% | 1.38% | 2.92% | Q4 2013 | Q3 2017 | 13 |
WoodTrust Financial Corp | 13 | 13 | 0.06% | 0.15% | 0.24% | Q3 2020 | Q3 2023 | 13 |
WMS Partners, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
D L CARLSON INVESTMENT GROUP INC | 13 | 13 | 0.49% | 0.64% | 0.85% | Q3 2020 | Q3 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.03% | 0.23% | 0.64% | Q4 2013 | Q3 2023 | 13 |
Ilmarinen Mutual Pension Insurance Co | 13 | 13 | 0.14% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 13 |
HIGH POINT BANK & TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
WP Advisors, LLC | 13 | 13 | 0.20% | 0.24% | 0.34% | Q3 2020 | Q3 2023 | 13 |
AGF INVESTMENTS INC. | 11 | 2 | 0.00% | 0.07% | 0.26% | Q4 2016 | Q3 2022 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Centiva Capital, LP | 7 | 1 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 13 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.00% | 0.20% | 0.30% | Q2 2015 | Q4 2021 | 13 |
Jump Financial, LLC | 13 | 13 | 0.19% | 0.44% | 0.96% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BlueMar Capital Management, LLC | 6 | 1 | 0.99% | 2.15% | 3.54% | Q1 2014 | Q3 2023 | 13 |
Sciencast Management LP | 3 | 1 | 0.11% | 0.55% | 1.02% | Q2 2016 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Jasper Ridge Partners, L.P. | 13 | 13 | 0.38% | 0.42% | 0.50% | Q3 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 13 |
BlackRock Japan Co. Ltd | 13 | 13 | 0.10% | 0.14% | 0.18% | Q4 2013 | Q4 2016 | 13 |
QUANTUM CAPITAL MANAGEMENT | 13 | 13 | 0.05% | 0.11% | 0.19% | Q3 2015 | Q3 2018 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 5 | 0.07% | 0.32% | 0.61% | Q2 2020 | Q3 2023 | 13 |
Ako Capital | 13 | 13 | 2.31% | 4.87% | 7.24% | Q3 2020 | Q3 2023 | 13 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.01% | 0.22% | 1.12% | Q2 2014 | Q3 2022 | 13 |
BLACKROCK ADVISORS LLC | 13 | 13 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2016 | 13 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.47% | 0.92% | Q2 2018 | Q1 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.15% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.23% | 1.00% | Q4 2013 | Q1 2022 | 12 |
Connolly Sarah T. | 12 | 12 | 1.07% | 1.25% | 1.43% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.44% | 0.51% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.99% | 1.13% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Coastline Trust Co | 7 | 5 | 0.04% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.12% | 0.31% | 0.55% | Q1 2016 | Q2 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.35% | 0.46% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Shinko Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
2Xideas AG | 12 | 12 | 5.86% | 6.94% | 9.11% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Tranquility Partners, LLC | 12 | 12 | 0.40% | 0.48% | 0.58% | Q2 2019 | Q1 2022 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.02% | 0.17% | 0.22% | Q3 2019 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.23% | 0.98% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.50% | 0.60% | 0.70% | Q4 2016 | Q3 2019 | 12 |
Machina Capital S.A.S. | 7 | 1 | 0.04% | 0.71% | 2.08% | Q4 2018 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 12 |
EVERMAY WEALTH MANAGEMENT LLC | 12 | 12 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Marcus Capital, LLC | 12 | 12 | 2.71% | 3.43% | 4.52% | Q4 2015 | Q3 2018 | 12 |
DELTA LLOYD NV | 12 | 12 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q3 2016 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.21% | 0.78% | Q3 2018 | Q3 2023 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.06% | 0.50% | Q1 2015 | Q3 2018 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.52% | 0.63% | 0.74% | Q4 2016 | Q3 2019 | 12 |
Spectrum Management Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2021 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.68% | 0.80% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 3 | 0.01% | 0.25% | 0.64% | Q4 2018 | Q3 2023 | 12 |
Par Capital Management | 12 | 12 | 0.11% | 0.23% | 0.42% | Q1 2014 | Q4 2016 | 12 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.52% | 0.58% | 0.68% | Q4 2020 | Q4 2023 | 12 |
Sargent Investment Group, LLC | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
LORD, ABBETT & CO. LLC | 8 | 1 | 0.01% | 0.08% | 0.17% | Q4 2013 | Q4 2018 | 12 |
Dai-ichi Life Holdings, Inc. | 12 | 12 | 0.09% | 0.12% | 0.19% | Q4 2013 | Q3 2016 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.29% | 0.38% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Perpetual Ltd | 5 | 1 | 0.01% | 0.81% | 1.92% | Q4 2013 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
VisionPoint Advisory Group, LLC | 12 | 12 | 0.05% | 1.34% | 2.48% | Q4 2020 | Q3 2023 | 12 |
TURNER INVESTMENTS LLC | 10 | 2 | 0.44% | 0.97% | 1.37% | Q4 2013 | Q1 2017 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 1.51% | 1.68% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.11% | 0.46% | Q4 2013 | Q2 2023 | 12 |
ADIRONDACK TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 9 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Mattern Wealth Management LLC | 12 | 12 | 0.15% | 0.41% | 0.62% | Q2 2020 | Q1 2023 | 12 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.28% | 0.94% | Q2 2014 | Q3 2023 | 12 |
TELEMUS CAPITAL, LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BAR HARBOR WEALTH MANAGEMENT | 12 | 12 | 0.22% | 0.29% | 0.32% | Q4 2020 | Q3 2023 | 12 |
ENDEAVOUR CAPITAL ADVISORS INC | 7 | 5 | 0.75% | 1.77% | 3.08% | Q4 2013 | Q1 2017 | 12 |
Mizuho Asset Management Co.,Ltd. | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2016 | 12 |
Value Partners Investments Inc. | 7 | 5 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Institute for Wealth Management, LLC. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.18% | 0.88% | Q3 2014 | Q4 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.18% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 12 |
RAINIER INVESTMENT MANAGEMENT LLC | 9 | 3 | 0.45% | 0.90% | 1.29% | Q4 2013 | Q3 2017 | 12 |
HONEYWELL INTERNATIONAL INC | 12 | 12 | 0.54% | 1.10% | 1.57% | Q1 2016 | Q4 2018 | 12 |
Atlas Private Wealth Management, LLC | 12 | 12 | 0.26% | 0.58% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Hilton Capital Management, LLC | 11 | 1 | 0.00% | 0.81% | 2.00% | Q2 2018 | Q2 2021 | 12 |
MainStreet Investment Advisors LLC | 11 | 1 | 0.04% | 0.43% | 0.52% | Q1 2020 | Q3 2023 | 12 |
Dash Acquisitions Inc. | 12 | 12 | 2.20% | 2.55% | 2.98% | Q4 2020 | Q3 2023 | 12 |
Running Oak Capital LLC | 7 | 5 | 1.61% | 1.86% | 3.08% | Q4 2019 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.28% | 0.36% | 0.46% | Q4 2020 | Q3 2023 | 12 |
NIPPON LIFE INSURANCE CO | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2017 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.68% | 0.81% | 0.93% | Q4 2016 | Q3 2019 | 12 |
Inscription Capital, LLC | 7 | 2 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q1 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.54% | 0.64% | 0.74% | Q4 2016 | Q3 2019 | 12 |
Bray Capital Advisors | 11 | 11 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q4 2019 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.13% | 0.50% | 0.90% | Q4 2019 | Q2 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
PALLADIEM, LLC | 7 | 4 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.10% | 0.13% | 0.19% | Q2 2020 | Q4 2022 | 11 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 10 | 1 | 0.07% | 0.22% | 0.31% | Q1 2020 | Q2 2023 | 11 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.10% | 0.19% | 0.32% | Q4 2020 | Q2 2023 | 11 |
Clark Capital Management Group, Inc. | 6 | 2 | 0.18% | 0.32% | 0.50% | Q4 2015 | Q3 2022 | 11 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 0.08% | 0.22% | Q4 2022 | Q3 2023 | 11 |
Biltmore Family Office, LLC | 9 | 2 | 0.09% | 0.22% | 0.54% | Q4 2017 | Q1 2023 | 11 |
Quad-Cities Investment Group, LLC | 6 | 5 | 0.09% | 0.13% | 0.16% | Q2 2018 | Q1 2022 | 11 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 5 | 0.07% | 1.51% | 2.91% | Q2 2017 | Q1 2021 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Frontier Wealth Management LLC | 5 | 2 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q2 2021 | 11 |
Cognios Capital, LLC | 11 | 11 | 0.67% | 0.80% | 0.93% | Q3 2017 | Q1 2020 | 11 |
Corvex Management LP | 5 | 3 | 1.57% | 3.68% | 5.02% | Q2 2014 | Q3 2018 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.20% | 0.47% | 0.73% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
Lee Capital Holdings LLC | 7 | 1 | 0.23% | 1.29% | 3.19% | Q2 2018 | Q4 2022 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 2.14% | 2.28% | 2.50% | Q1 2021 | Q3 2023 | 11 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.14% | 0.18% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Wellington Shields Capital Management, LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 11 |
Markel Corporation | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tesco Pension Investment Ltd | 11 | 11 | 1.93% | 3.42% | 3.89% | Q4 2019 | Q2 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
WESPAC Advisors SoCal, LLC | 11 | 11 | 2.04% | 2.62% | 3.05% | Q2 2018 | Q4 2020 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
UBS AG | 4 | 4 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2014 | 11 |
GOODWIN DANIEL L | 7 | 4 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 11 |
Bradley Mark J. | 11 | 11 | 2.08% | 2.42% | 2.76% | Q4 2020 | Q2 2023 | 11 |
DOWLING & YAHNKE LLC | 8 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 2 | 0.01% | 0.07% | 0.17% | Q4 2014 | Q1 2023 | 11 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.36% | 1.76% | Q1 2014 | Q3 2018 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 11 | 11 | 0.53% | 0.76% | 1.01% | Q1 2019 | Q3 2021 | 11 |
MACRO Consulting Group | 11 | 11 | 0.62% | 1.70% | 2.75% | Q4 2018 | Q2 2021 | 11 |
Sageworth Trust Co | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 11 |
MILLER HOWARD INVESTMENTS INC /NY | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 11 |
Gillson Capital LP | 4 | 1 | 0.53% | 1.48% | 3.50% | Q1 2018 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
DOLIVER ADVISORS, LP | 6 | 5 | 0.18% | 0.38% | 0.74% | Q4 2018 | Q4 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q2 2022 | 11 |
FLOSSBACH VON STORCH AG | 11 | 11 | 0.09% | 1.84% | 3.10% | Q1 2021 | Q3 2023 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 11 |
LEUTHOLD GROUP, LLC | 5 | 1 | 0.50% | 0.62% | 0.79% | Q1 2016 | Q1 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
PLATINUM INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.45% | 3.33% | 5.78% | Q1 2021 | Q3 2023 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 11 | 0.02% | 0.16% | 0.40% | Q4 2015 | Q2 2018 | 11 |
FIRST MIDWEST BANK TRUST DIVISION | 11 | 11 | 0.03% | 0.10% | 0.38% | Q4 2013 | Q2 2016 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2022 | 11 |
Giverny Capital | 11 | 11 | 0.08% | 2.08% | 2.47% | Q2 2020 | Q4 2022 | 11 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 11 | 11 | 0.21% | 0.29% | 0.40% | Q4 2013 | Q2 2016 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Coronation Fund Managers Ltd. | 11 | 11 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
SeaBridge Investment Advisors LLC | 11 | 11 | 0.72% | 1.15% | 1.47% | Q1 2021 | Q3 2023 | 11 |
D. SCOTT NEAL, INC. | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q2 2018 | 11 |
Waldron Private Wealth LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Parametric Risk Advisors LLC | 11 | 11 | 0.06% | 0.08% | 0.13% | Q4 2013 | Q2 2016 | 11 |
MAGNOLIA CAPITAL ADVISORS LLC | 11 | 11 | 0.20% | 0.38% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Haverford Trust Co | 11 | 11 | 0.01% | 0.41% | 1.01% | Q1 2021 | Q3 2023 | 11 |
Demars Financial Group, LLC | 11 | 11 | 0.40% | 0.62% | 0.87% | Q4 2019 | Q2 2022 | 11 |
Pearl River Capital, LLC | 6 | 1 | 0.04% | 0.55% | 1.96% | Q4 2018 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2023 | 11 |
TPI Fund Managers Ltd | 11 | 11 | 1.93% | 3.42% | 3.90% | Q4 2019 | Q2 2022 | 11 |
TBH Global Asset Management, LLC | 6 | 5 | 0.10% | 0.22% | 0.36% | Q4 2019 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
CRAMER ROSENTHAL MCGLYNN LLC | 6 | 5 | 0.00% | 0.26% | 0.60% | Q4 2013 | Q2 2018 | 11 |
Willow Creek Wealth Management Inc. | 7 | 4 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Private Ocean, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
CCLA Investment Management | 6 | 5 | 1.53% | 2.26% | 2.73% | Q4 2020 | Q3 2023 | 11 |
Pinkerton Retirement Specialists, LLC | 10 | 10 | 0.00% | 0.07% | 0.41% | Q2 2016 | Q3 2018 | 10 |
PHH Investments, Ltd. | 10 | 10 | 0.37% | 0.43% | 0.51% | Q4 2016 | Q1 2019 | 10 |
AFFINITY INVESTMENT ADVISORS, LLC | 8 | 2 | 0.09% | 0.58% | 1.30% | Q1 2015 | Q3 2020 | 10 |
MARSHALL WACE ASIA Ltd | 9 | 1 | 0.00% | 1.83% | 4.07% | Q1 2017 | Q3 2021 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.09% | 0.21% | 0.40% | Q4 2020 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.62% | 0.70% | 0.77% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 10 |
Clear Harbor Asset Management, LLC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 9 | 1 | 0.01% | 0.11% | 0.50% | Q4 2020 | Q3 2023 | 10 |
American Research & Management Co. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 10 |
Lombard Odier Asset Management (USA) Corp | 8 | 1 | 0.01% | 0.12% | 1.09% | Q4 2013 | Q3 2023 | 10 |
Mariner Wealth Advisors-Cincinnati, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 10 |
Independent Franchise Partners LLP | 10 | 10 | 4.29% | 5.13% | 6.10% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.12% | 0.27% | Q1 2021 | Q2 2023 | 10 |
Stillwater Investment Management, LLC | 10 | 10 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2023 | 10 |
Morningstar Investment Services LLC | 8 | 2 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 10 | 10 | 0.02% | 0.12% | 0.25% | Q3 2015 | Q4 2017 | 10 |
FWL INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.03% | 3.00% | 4.42% | Q4 2020 | Q3 2023 | 10 |
Princeton Alpha Management LP | 3 | 1 | 0.07% | 0.16% | 0.44% | Q4 2013 | Q4 2016 | 10 |
McIlrath & Eck, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Procyon Advisors, LLC | 7 | 3 | 0.05% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 10 |
RUSSELL FRANK CO/ | 10 | 10 | 0.07% | 0.15% | 0.22% | Q4 2013 | Q1 2016 | 10 |
IndexIQ Advisors LLC | 5 | 1 | 0.00% | 0.06% | 0.11% | Q4 2017 | Q1 2022 | 10 |
AHL Partners LLP | 6 | 4 | 0.07% | 0.17% | 0.27% | Q3 2014 | Q4 2017 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2016 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q4 2018 | 10 |
Hanson & Doremus Investment Management | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Indie Asset Partners, LLC | 10 | 10 | 0.39% | 0.50% | 0.69% | Q4 2020 | Q1 2023 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.15% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6 | 4 | 0.08% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Visium Asset Management, LP | 7 | 3 | 0.01% | 0.12% | 0.69% | Q4 2013 | Q2 2016 | 10 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 10 |
MENORA MIVTACHIM HOLDINGS LTD. | 10 | 10 | 0.93% | 1.40% | 1.88% | Q3 2017 | Q4 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HARRIS ASSOCIATES L P | 10 | 10 | 0.25% | 1.35% | 3.32% | Q2 2021 | Q3 2023 | 10 |
TD Securities (USA) LLC | 10 | 10 | 0.06% | 0.12% | 0.15% | Q4 2013 | Q1 2016 | 10 |
BANK OF NOVA SCOTIA TRUST CO | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.28% | 0.32% | 0.35% | Q2 2021 | Q3 2023 | 10 |
CLEARBRIDGE, LLC | 10 | 10 | 0.00% | 1.46% | 2.92% | Q3 2016 | Q4 2018 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.27% | 0.63% | Q2 2016 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Swedbank | 10 | 10 | 0.05% | 0.52% | 0.79% | Q3 2018 | Q4 2020 | 10 |
USA FINANCIAL FORMULAS | 8 | 1 | 0.00% | 0.29% | 1.80% | Q1 2016 | Q1 2022 | 10 |
AlphaStar Capital Management, LLC | 10 | 10 | 0.05% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
NICOLET ADVISORY SERVICES, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Advisors, LLC | 9 | 1 | 0.14% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 10 |
ISTHMUS PARTNERS, LLC | 9 | 1 | 0.00% | 0.02% | 0.20% | Q3 2016 | Q1 2019 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.08% | 0.09% | 0.11% | Q4 2013 | Q1 2016 | 10 |
Millburn Ridgefield Corp | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 10 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Quadrature Capital Ltd | 3 | 1 | 0.03% | 0.30% | 1.28% | Q3 2015 | Q4 2022 | 10 |
Teza Capital Management LLC | 2 | 1 | 0.07% | 0.30% | 0.82% | Q4 2018 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Winslow Capital Management, LLC | 10 | 10 | 1.10% | 1.41% | 1.73% | Q4 2016 | Q1 2019 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.09% | 0.18% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SCHWARTZ INVESTMENT COUNSEL INC | 10 | 10 | 0.22% | 0.46% | 0.60% | Q2 2021 | Q3 2023 | 10 |
HARVEY CAPITAL MANAGEMENT INC | 8 | 2 | 0.10% | 1.12% | 2.39% | Q2 2020 | Q3 2023 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.09% | 0.40% | 0.70% | Q4 2013 | Q4 2020 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Selective Wealth Management, Inc. | 7 | 3 | 0.08% | 0.12% | 0.19% | Q2 2021 | Q4 2023 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.06% | 0.08% | Q3 2018 | Q4 2022 | 10 |
Transform Wealth, LLC | 10 | 10 | 0.08% | 0.13% | 0.19% | Q4 2019 | Q1 2022 | 10 |
JGP Wealth Management, LLC | 10 | 10 | 1.31% | 1.45% | 1.58% | Q2 2021 | Q3 2023 | 10 |
FIRST CITIZENS BANK & TRUST CO | 5 | 2 | 0.06% | 0.09% | 0.14% | Q4 2015 | Q3 2023 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.28% | 0.64% | Q4 2019 | Q1 2023 | 10 |
Financial Gravity Asset Management, Inc. | 9 | 1 | 0.00% | 0.08% | 0.17% | Q1 2019 | Q3 2023 | 10 |
RB Capital Management, LLC | 10 | 10 | 0.14% | 0.17% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 10 | 0.06% | 0.12% | 0.25% | Q2 2021 | Q3 2023 | 10 |
CAPE ANN SAVINGS BANK | 10 | 10 | 0.44% | 0.54% | 0.62% | Q2 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.12% | 0.37% | Q4 2016 | Q4 2022 | 10 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 5 | 1 | 0.03% | 0.11% | 0.20% | Q3 2006 | Q4 2019 | 10 |
TIAA, FSB | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.15% | 0.41% | Q3 2014 | Q1 2020 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.05% | 0.40% | Q4 2022 | Q3 2023 | 9 |
Hexavest Inc. | 7 | 2 | 0.24% | 0.45% | 0.54% | Q3 2017 | Q3 2021 | 9 |
CURIAN CAPITAL LLC | 9 | 9 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q4 2015 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 5 | 4 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 9 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 9 | 9 | 1.48% | 3.08% | 4.32% | Q2 2016 | Q2 2018 | 9 |
Marcum Wealth, LLC | 5 | 4 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Summit Place Financial Advisors, LLC | 9 | 9 | 1.37% | 2.01% | 2.40% | Q3 2021 | Q3 2023 | 9 |
Numeric Investors LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2017 | 9 |
Lee Financial Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
True North Advisors, LLC | 9 | 9 | 0.34% | 0.48% | 0.69% | Q4 2019 | Q4 2021 | 9 |
Quantinno Capital Management LP | 8 | 1 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 9 |
Laffer Tengler Investments, Inc. | 5 | 2 | 0.00% | 0.38% | 0.58% | Q4 2013 | Q4 2022 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 9 |
Caledonia (Private) Investments Pty Ltd | 8 | 1 | 0.13% | 0.19% | 0.28% | Q4 2018 | Q2 2021 | 9 |
BNC WEALTH MANAGEMENT, LLC | 9 | 9 | 0.67% | 0.80% | 0.91% | Q3 2020 | Q3 2022 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q1 2023 | 9 |
FULTON BREAKEFIELD BROENNIMAN LLC | 5 | 4 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2021 | 9 |
1ST SOURCE BANK | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 9 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 3 | 0.14% | 0.19% | 0.24% | Q2 2021 | Q3 2023 | 9 |
COURAGE CAPITAL MANAGEMENT LLC | 9 | 9 | 1.65% | 2.97% | 5.20% | Q1 2021 | Q1 2023 | 9 |
Lion Street Advisors, LLC | 8 | 1 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q2 2023 | 9 |
WOLFF WIESE MAGANA LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 9 |
Natixis Investment Managers International | 9 | 9 | 0.99% | 2.36% | 3.49% | Q3 2021 | Q3 2023 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.08% | 0.12% | 0.18% | Q4 2016 | Q4 2018 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 9 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.26% | 0.77% | Q1 2014 | Q3 2023 | 9 |
Geller Advisors LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 9 |
TWIN CAPITAL MANAGEMENT INC | 6 | 3 | 0.07% | 0.26% | 0.35% | Q3 2015 | Q2 2018 | 9 |
NorthRock Partners, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.03% | 0.08% | 0.10% | Q4 2013 | Q3 2023 | 9 |
Oxler Private Wealth LLC | 9 | 9 | 0.10% | 0.17% | 0.22% | Q4 2020 | Q4 2022 | 9 |
BANK OF HAWAII | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2021 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 9 |
WealthTrust Fairport, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Bienville Capital Management, LLC | 6 | 3 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q2 2019 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Lucia Wealth Services, LLC | 9 | 9 | 0.19% | 0.22% | 0.27% | Q3 2018 | Q3 2020 | 9 |
Origin Asset Management LLP | 5 | 4 | 0.36% | 0.47% | 0.58% | Q4 2015 | Q2 2021 | 9 |
Empire Life Investments Inc. | 9 | 9 | 0.82% | 0.91% | 1.01% | Q2 2021 | Q2 2023 | 9 |
Ohio National Investments, Inc. | 9 | 9 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q4 2015 | 9 |
U S GLOBAL INVESTORS INC | 7 | 2 | 0.00% | 0.02% | 0.13% | Q3 2015 | Q4 2021 | 9 |
DUALITY ADVISERS, LP | 2 | 1 | 0.16% | 0.32% | 0.49% | Q3 2019 | Q3 2023 | 9 |
MAZAMA CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.08% | 0.13% | Q4 2013 | Q4 2015 | 9 |
Delta Accumulation, LLC | 3 | 2 | 0.33% | 1.13% | 1.75% | Q4 2021 | Q1 2023 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.95% | 2.14% | 2.53% | Q3 2021 | Q3 2023 | 9 |
M&G INVESTMENT MANAGEMENT LTD | 8 | 1 | 0.00% | 0.03% | 0.20% | Q4 2019 | Q1 2022 | 9 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 2 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q2 2016 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.05% | 0.16% | Q1 2017 | Q1 2021 | 9 |
Westside Investment Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 9 |
Euclid Advisors LLC | 5 | 1 | 0.06% | 0.14% | 0.30% | Q4 2013 | Q2 2016 | 9 |
Arlington Partners LLC | 4 | 1 | 0.00% | 0.14% | 1.14% | Q2 2019 | Q3 2023 | 9 |
INSTITUTIONAL CAPITAL LLC | 9 | 9 | 0.58% | 2.45% | 3.67% | Q4 2014 | Q4 2016 | 9 |
Jackson Wealth Management, LLC | 9 | 9 | 0.30% | 0.43% | 0.58% | Q3 2018 | Q3 2020 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 8 | 8 | 0.27% | 0.82% | 1.03% | Q2 2014 | Q1 2016 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Hudson Bay Capital Management LP | 2 | 1 | 0.03% | 0.54% | 3.72% | Q4 2013 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.04% | 0.22% | 0.97% | Q4 2015 | Q4 2019 | 8 |
BANK PICTET & CIE (ASIA) LTD | 8 | 8 | 0.38% | 0.44% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Kohlberg Kravis Roberts & Co. L.P. | 8 | 8 | 0.02% | 0.07% | 0.16% | Q1 2015 | Q4 2016 | 8 |
ICICI Prudential Asset Management Co Ltd | 6 | 2 | 0.45% | 0.75% | 1.25% | Q2 2021 | Q3 2023 | 8 |
CrestPoint Capital Management, LLC | 8 | 8 | 0.10% | 0.14% | 0.17% | Q3 2015 | Q2 2017 | 8 |
Core Alternative Capital | 8 | 8 | 0.03% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Graham Capital Management, L.P. | 7 | 1 | 0.01% | 0.14% | 0.38% | Q4 2020 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 2 | 1 | 0.04% | 0.20% | 0.57% | Q1 2014 | Q2 2020 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.07% | 0.41% | 0.87% | Q4 2018 | Q3 2022 | 8 |
Trust CO of the Ozarks | 8 | 8 | 0.16% | 0.19% | 0.24% | Q4 2013 | Q3 2015 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.47% | 1.21% | 2.04% | Q4 2013 | Q4 2022 | 8 |
Qtron Investments LLC | 5 | 1 | 0.06% | 0.13% | 0.28% | Q2 2020 | Q2 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.10% | 0.18% | Q2 2015 | Q1 2020 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
JENNISON ASSOCIATES LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q1 2016 | Q4 2017 | 8 |
DENVER INVESTMENT ADVISORS LLC | 8 | 8 | 0.35% | 0.49% | 0.66% | Q2 2016 | Q1 2018 | 8 |
Fosun International Ltd | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q1 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 6 | 1 | 0.03% | 0.07% | 0.31% | Q1 2018 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.03% | 0.28% | 0.80% | Q2 2017 | Q2 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.35% | 0.38% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.83% | 1.66% | 2.64% | Q4 2021 | Q3 2023 | 8 |
Focused Wealth Management, Inc | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.14% | 0.19% | 0.25% | Q4 2019 | Q3 2021 | 8 |
Cedar Brook Financial Partners, LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 8 |
First PREMIER Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
MTM Investment Management, LLC | 8 | 8 | 0.12% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Quantamental Technologies LLC | 3 | 1 | 0.14% | 0.31% | 0.83% | Q2 2019 | Q3 2022 | 8 |
Global Trust Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.12% | 0.18% | 0.26% | Q4 2018 | Q3 2020 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.07% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sustainable Insight Capital Management, LLC | 5 | 3 | 0.37% | 2.35% | 3.77% | Q1 2019 | Q2 2021 | 8 |
Index Management Solutions, LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2015 | 8 |
Caldwell Investment Management Ltd. | 8 | 8 | 8.49% | 10.53% | 11.78% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 8 |
Hengistbury Investment Partners LLP | 8 | 8 | 10.83% | 20.67% | 31.71% | Q4 2013 | Q3 2015 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 8 |
Roundview Capital LLC | 7 | 1 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 8 |
Sunriver Management LLC | 5 | 3 | 3.26% | 5.38% | 7.47% | Q2 2016 | Q3 2020 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 8 |
Ellsworth Advisors, LLC | 8 | 8 | 1.23% | 1.38% | 1.62% | Q2 2021 | Q1 2023 | 8 |
AGF Investments LLC | 7 | 1 | 0.00% | 0.08% | 0.15% | Q4 2018 | Q3 2021 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.06% | 5.83% | 9.07% | Q4 2020 | Q3 2022 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.18% | 0.56% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Matterhorn Capital Management, LLC | 8 | 8 | 0.78% | 1.47% | 2.00% | Q4 2014 | Q3 2016 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bank Pictet & Cie (Europe) AG | 8 | 8 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Traynor Capital Management, Inc. | 8 | 8 | 0.13% | 0.14% | 0.17% | Q1 2018 | Q4 2019 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CHICAGO EQUITY PARTNERS LLC | 2 | 1 | 0.01% | 0.06% | 0.30% | Q4 2013 | Q1 2020 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR TRUST SERVICES | 8 | 8 | 0.00% | 2.08% | 2.78% | Q3 2020 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Windsor Wealth Management, Inc. | 8 | 8 | 0.12% | 0.16% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.08% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Zweig-DiMenna Associates LLC | 5 | 3 | 0.77% | 0.93% | 1.07% | Q1 2017 | Q1 2020 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SIRIOS CAPITAL MANAGEMENT L P | 8 | 8 | 0.86% | 1.32% | 1.80% | Q3 2015 | Q2 2017 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Vectors Research Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Alpha Wave Global, LP | 5 | 3 | 2.23% | 3.53% | 4.54% | Q4 2013 | Q3 2017 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.01% | 0.14% | 0.21% | Q2 2018 | Q1 2022 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
GDS Wealth Management | 8 | 8 | 0.86% | 1.37% | 1.90% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.05% | 0.23% | 0.33% | Q1 2021 | Q4 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Lanham O'Dell & Company, Inc. | 8 | 8 | 0.89% | 1.89% | 4.62% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.13% | 0.27% | Q4 2020 | Q3 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2014 | Q3 2016 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.27% | 0.49% | 0.65% | Q4 2021 | Q4 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 3.21% | 4.00% | 5.03% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Perkins Coie Trust Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 8 |
National Mutual Insurance Federation of Agricultural Cooperatives | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.10% | 0.26% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.06% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
GABELLI FUNDS LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.16% | 1.52% | 2.53% | Q4 2015 | Q4 2019 | 8 |
VAN STRUM & TOWNE INC. | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 8 | 8 | 1.24% | 1.77% | 2.58% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.22% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.07% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.58% | 0.71% | 0.83% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.60% | 0.72% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Alerus Investment Advisors Corp | 7 | 1 | 0.00% | 0.26% | 1.17% | Q1 2014 | Q1 2016 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.39% | 0.48% | 0.62% | Q4 2021 | Q3 2023 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.34% | 0.58% | 0.75% | Q4 2021 | Q3 2023 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.74% | 0.89% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Peterson Wealth Services | 8 | 8 | 0.15% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CARLSON CAPITAL L P | 2 | 1 | 0.23% | 0.37% | 0.49% | Q1 2015 | Q1 2022 | 8 |
TOEWS CORP /ADV | 2 | 1 | 0.05% | 0.37% | 0.80% | Q4 2018 | Q3 2023 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 1.05% | 1.42% | 2.19% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Ironsides Asset Advisors, LLC | 5 | 3 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 8 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 8 | 1.27% | 2.16% | 3.06% | Q1 2015 | Q4 2016 | 8 |
FORVIS Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 8 |
GAMCO INVESTORS, INC. ET AL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.13% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Advisors Capital Management, LLC | 6 | 2 | 0.01% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 1.25% | 1.90% | 2.66% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
YG PARTNERS, LLC | 8 | 8 | 1.18% | 6.96% | 11.20% | Q4 2015 | Q3 2017 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First Western Capital Management Co | 8 | 8 | 0.63% | 1.05% | 1.37% | Q1 2016 | Q4 2017 | 8 |
ALPHASIMPLEX GROUP, LLC | 3 | 1 | 0.18% | 0.76% | 1.96% | Q2 2018 | Q1 2022 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.93% | 1.11% | 1.43% | Q4 2021 | Q3 2023 | 8 |
OFI Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.51% | 0.75% | 1.10% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q1 2018 | 7 |
First Western Trust Bank | 7 | 7 | 0.20% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.17% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.09% | 1.28% | 1.92% | Q4 2013 | Q1 2022 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 7 |
Confluence Wealth Services, Inc. | 4 | 3 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 7 |
UNIVERSITY OF NOTRE DAME DU LAC | 2 | 1 | 1.54% | 2.35% | 3.64% | Q1 2016 | Q1 2021 | 7 |
Symphony Financial, Ltd. Co. | 6 | 1 | 0.27% | 0.41% | 0.51% | Q2 2020 | Q2 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Close Asset Management Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Linscomb & Williams, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
PRENTISS SMITH & CO INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.40% | 0.46% | 0.53% | Q1 2021 | Q4 2022 | 7 |
CITY NATIONAL BANK | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2015 | 7 |
Wealth Alliance | 5 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Maple Capital Management, Inc. | 7 | 7 | 0.06% | 0.07% | 0.10% | Q2 2017 | Q4 2018 | 7 |
Benchmark Investment Advisors LLC | 7 | 7 | 0.23% | 0.59% | 1.14% | Q4 2021 | Q2 2023 | 7 |
Cumberland Partners Ltd | 4 | 1 | 0.02% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 7 |
Vancity Investment Management Ltd | 7 | 7 | 0.95% | 1.27% | 1.44% | Q1 2022 | Q3 2023 | 7 |
UBS OCONNOR LLC | 2 | 1 | 0.04% | 0.17% | 0.46% | Q4 2013 | Q4 2020 | 7 |
AJO, LP | 7 | 7 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q2 2020 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.43% | 0.64% | 0.75% | Q4 2021 | Q2 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Santa Fe Partners LLC | 3 | 2 | 0.13% | 0.36% | 0.51% | Q4 2013 | Q4 2015 | 7 |
TCF National Bank | 7 | 7 | 0.26% | 0.30% | 0.32% | Q3 2019 | Q1 2021 | 7 |
Polaris Wealth Advisory Group, LLC | 4 | 3 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 7 |
Shulman DeMeo Asset Management LLC | 7 | 7 | 0.34% | 0.37% | 0.41% | Q3 2019 | Q1 2021 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
GUARDIAN CAPITAL LP | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 7 |
Consolidated Planning Corp | 6 | 1 | 0.02% | 0.31% | 0.39% | Q3 2021 | Q3 2023 | 7 |
Exchange Capital Management, Inc. | 4 | 1 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 7 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 7 | 0.12% | 0.24% | 0.28% | Q4 2015 | Q2 2017 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
COLUMBUS CIRCLE INVESTORS | 5 | 2 | 0.11% | 0.22% | 0.42% | Q1 2015 | Q4 2016 | 7 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 7 | 7 | 5.31% | 6.53% | 7.14% | Q1 2022 | Q3 2023 | 7 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.01% | 0.27% | 0.97% | Q2 2014 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Key FInancial Inc | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 7 |
TIFF ADVISORY SERVICES, LLC | 7 | 7 | 0.39% | 2.11% | 4.13% | Q1 2022 | Q3 2023 | 7 |
AXIOM INVESTORS LLC /DE | 7 | 7 | 0.22% | 1.15% | 1.96% | Q1 2022 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2021 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q2 2015 | 7 |
Capital Group Private Client Services, Inc. | 7 | 7 | 0.10% | 0.83% | 1.32% | Q3 2021 | Q1 2023 | 7 |
Systematic Alpha Investments, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Gould Capital, LLC | 7 | 7 | 0.00% | 0.62% | 0.93% | Q4 2021 | Q2 2023 | 7 |
Calvert Investment Management, Inc. | 6 | 1 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q4 2016 | 7 |
ABNER HERRMAN & BROCK LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 7 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 7 | 0.75% | 0.84% | 0.92% | Q1 2022 | Q3 2023 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.01% | 0.82% | 1.39% | Q4 2020 | Q2 2022 | 7 |
Braun-Bostich & Associates Inc. | 4 | 3 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 7 |
Shepherd Financial Partners LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Skye Global Management LP | 5 | 1 | 0.06% | 0.37% | 1.06% | Q4 2017 | Q3 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q3 2020 | 7 |
AIA Group Ltd | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.05% | 0.16% | 0.53% | Q4 2013 | Q4 2018 | 7 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 7 |
Hoxton Financial, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2016 | 7 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.30% | 0.63% | 0.81% | Q1 2022 | Q3 2023 | 7 |
Capitolis Advisors LLC | 7 | 7 | 0.00% | 0.53% | 1.09% | Q4 2020 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
VONTOBEL ASSET MANAGEMENT INC | 7 | 7 | 0.99% | 2.04% | 2.54% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 6 | 1 | 0.00% | 0.38% | 0.92% | Q3 2020 | Q2 2023 | 7 |
RDST Capital LLC | 7 | 7 | 0.88% | 6.05% | 8.94% | Q4 2021 | Q2 2023 | 7 |
Cascade Investment Advisors, Inc. | 7 | 7 | 0.80% | 1.07% | 1.19% | Q1 2022 | Q3 2023 | 7 |
Stonegate Investment Group, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Prudent Man Advisors, LLC | 7 | 7 | 0.23% | 0.35% | 0.97% | Q2 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MIROVA | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 7 |
U.S. Capital Wealth Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 3 | 0.05% | 0.12% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Walter Public Investments Inc. | 7 | 7 | 4.12% | 4.65% | 5.34% | Q1 2022 | Q3 2023 | 7 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.33% | 0.54% | Q1 2018 | Q1 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PARNASSUS INVESTMENTS, LLC | 7 | 7 | 1.04% | 1.56% | 1.83% | Q1 2022 | Q3 2023 | 7 |
Crow Point Partners, LLC | 6 | 1 | 0.04% | 0.08% | 0.15% | Q4 2016 | Q3 2018 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 5 | 2 | 0.02% | 0.18% | 0.41% | Q2 2019 | Q3 2023 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.13% | 0.25% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.10% | 0.22% | Q2 2021 | Q1 2023 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
HARVARD MANAGEMENT CO INC | 3 | 1 | 0.05% | 3.59% | 12.87% | Q3 2015 | Q2 2021 | 7 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.28% | Q3 2018 | Q1 2020 | 7 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.10% | 0.57% | 1.11% | Q2 2014 | Q4 2019 | 7 |
Point72 Europe (London) LLP | 4 | 1 | 0.40% | 3.46% | 7.04% | Q1 2020 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
ROVIN CAPITAL /UT/ /ADV | 5 | 1 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 6 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 6 |
PROSPECTOR PARTNERS LLC | 6 | 6 | 0.17% | 0.21% | 0.30% | Q4 2013 | Q1 2015 | 6 |
CADENCE BANK NA | 6 | 6 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2015 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 6 |
WEST CHESTER CAPITAL ADVISORS, INC | 5 | 1 | 0.01% | 0.54% | 1.06% | Q4 2013 | Q2 2015 | 6 |
SAWGRASS ASSET MANAGEMENT LLC | 6 | 6 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 1 | 0.00% | 0.09% | 0.28% | Q3 2014 | Q1 2016 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2016 | Q3 2017 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.01% | 0.14% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 5 | 1 | 0.06% | 0.29% | 0.62% | Q3 2015 | Q2 2019 | 6 |
Choate Investment Advisors | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.44% | 0.77% | 1.11% | Q4 2013 | Q1 2023 | 6 |
Ipswich Investment Management Co., Inc. | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q1 2023 | 6 |
abrdn Investment Management Ltd | 4 | 2 | 0.00% | 0.20% | 0.54% | Q4 2013 | Q2 2017 | 6 |
Meru Capital Group, LP | 3 | 1 | 0.19% | 0.76% | 1.68% | Q4 2013 | Q2 2016 | 6 |
American National Registered Investment Advisor, Inc. | 6 | 6 | 0.34% | 0.36% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Clean Yield Group | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 6 |
Crestline Management, LP | 1 | 1 | 0.15% | 0.53% | 1.02% | Q2 2017 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.04% | 0.33% | 0.64% | Q1 2020 | Q1 2022 | 6 |
Kistler-Tiffany Companies, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 6 |
Airain ltd | 3 | 1 | 0.04% | 0.14% | 0.26% | Q3 2014 | Q2 2017 | 6 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 4 | 2 | 0.00% | 0.07% | 0.15% | Q1 2014 | Q2 2022 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.07% | 0.34% | Q4 2015 | Q3 2018 | 6 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 6 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.21% | Q3 2020 | Q4 2021 | 6 |
Lee Capital Management LP | 6 | 6 | 1.15% | 1.77% | 2.26% | Q4 2016 | Q1 2018 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 1.29% | 1.49% | 1.62% | Q2 2022 | Q3 2023 | 6 |
Mint Tower Capital Management B.V. | 2 | 1 | 0.01% | 0.30% | 0.69% | Q2 2018 | Q1 2019 | 6 |
Cribstone Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 6 |
Cider Mill Investments LP | 5 | 1 | 3.43% | 4.99% | 5.84% | Q1 2017 | Q1 2019 | 6 |
JT Stratford LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q2 2019 | Q2 2021 | 6 |
First Command Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2022 | 6 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2022 | 6 |
KCS Wealth Advisory | 5 | 1 | 0.13% | 0.21% | 0.24% | Q4 2017 | Q3 2019 | 6 |
Synergy Asset Management, LLC | 5 | 1 | 0.92% | 1.68% | 2.08% | Q1 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Csenge Advisory Group | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.60% | 0.77% | 0.92% | Q2 2022 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 6 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Certified Advisory Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.15% | 0.42% | Q4 2019 | Q2 2022 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2021 | 6 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Arkos Global Advisors | 3 | 1 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.24% | 0.58% | Q2 2020 | Q3 2023 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q1 2022 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Aperture Investors, LLC | 3 | 1 | 0.35% | 0.93% | 1.60% | Q1 2020 | Q3 2023 | 6 |
OPTIONS SOLUTIONS, LLC | 4 | 2 | 0.22% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 6 |
AXS Investments LLC | 6 | 6 | 0.30% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Pantheon Investment Group, LLC | 6 | 6 | 0.38% | 0.59% | 0.86% | Q3 2020 | Q4 2021 | 6 |
Texas Capital Bank Wealth Management Services Inc | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Resonant Capital Advisors, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 2 | 0.24% | 0.38% | 0.54% | Q1 2021 | Q3 2022 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.15% | 0.31% | Q1 2021 | Q2 2023 | 6 |
TriaGen Wealth Management LLC | 6 | 6 | 1.00% | 1.05% | 1.12% | Q4 2020 | Q1 2022 | 6 |
San Luis Wealth Advisors LLC | 6 | 6 | 0.11% | 0.47% | 1.31% | Q3 2021 | Q4 2022 | 6 |
Ignite Planners, LLC | 4 | 2 | 0.08% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Timelo Investment Management Inc. | 6 | 6 | 1.30% | 2.77% | 4.62% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CenterBook Partners LP | 6 | 6 | 0.13% | 0.20% | 0.27% | Q1 2022 | Q2 2023 | 6 |
Lifeworks Advisors, LLC | 3 | 3 | 0.09% | 0.81% | 1.73% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Mill Capital Management, LLC | 6 | 6 | 0.70% | 1.20% | 1.45% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.17% | 0.17% | 0.18% | Q3 2022 | Q4 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.19% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Intrinsic Value Partners, LLC | 6 | 6 | 0.76% | 0.79% | 0.83% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.53% | 0.58% | 0.63% | Q4 2021 | Q1 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.36% | 0.50% | 0.65% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.18% | 0.24% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.06% | 0.09% | 0.23% | Q3 2016 | Q4 2017 | 6 |
BENEDICT FINANCIAL ADVISORS INC | 6 | 6 | 0.06% | 0.32% | 0.48% | Q2 2022 | Q3 2023 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 2 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q4 2018 | 6 |
GUARDIAN INVESTOR SERVICES LLC | 6 | 6 | 0.12% | 0.14% | 0.16% | Q4 2013 | Q1 2015 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2015 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q1 2015 | 6 |
CAMBIAR INVESTORS LLC | 6 | 6 | 1.49% | 1.91% | 2.32% | Q2 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL INSURANCE CO | 6 | 6 | 0.19% | 0.23% | 0.30% | Q4 2020 | Q1 2022 | 6 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.04% | 0.05% | Q4 2013 | Q1 2019 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 6 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.49% | 0.55% | 0.59% | Q4 2019 | Q4 2020 | 5 |
Samsung Asset Management (New York), Inc. | 5 | 5 | 0.41% | 0.46% | 0.51% | Q1 2014 | Q1 2015 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q2 2016 | 5 |
CIM INVESTMENT MANAGEMENT INC | 5 | 5 | 0.43% | 0.44% | 0.46% | Q1 2014 | Q1 2015 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.53% | 0.99% | Q2 2016 | Q3 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 5 |
SAMLYN CAPITAL, LLC | 3 | 1 | 0.22% | 1.01% | 1.55% | Q3 2016 | Q2 2023 | 5 |
Apex Capital Management | 5 | 5 | 0.01% | 0.06% | 0.09% | Q1 2015 | Q1 2016 | 5 |
Hemenway Trust Co LLC | 3 | 2 | 0.03% | 0.06% | 0.08% | Q3 2015 | Q4 2016 | 5 |
State of Wyoming | 5 | 5 | 0.06% | 0.08% | 0.17% | Q1 2021 | Q1 2022 | 5 |
FMA ADVISORY INC | 4 | 1 | 0.00% | 0.21% | 0.39% | Q2 2015 | Q3 2021 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 5 |
Virtus ETF Advisers LLC | 3 | 1 | 0.00% | 0.05% | 0.22% | Q3 2018 | Q2 2022 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2017 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2017 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FNY Managed Accounts LLC | 2 | 1 | 0.05% | 0.23% | 0.76% | Q4 2013 | Q3 2017 | 5 |
Meridian Wealth Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 5 |
Chemistry Wealth Management LLC | 5 | 5 | 0.09% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Inspire Advisors, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Haverford Financial Services, Inc. | 5 | 5 | 0.80% | 1.39% | 1.76% | Q1 2021 | Q1 2022 | 5 |
SHAPIRO ROBERT N | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q4 2014 | 5 |
Hound Partners | 5 | 5 | 1.31% | 1.53% | 2.12% | Q3 2014 | Q3 2015 | 5 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.63% | 0.74% | 0.80% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 5 |
Souders Financial Advisors | 4 | 1 | 0.20% | 0.25% | 0.38% | Q1 2020 | Q1 2022 | 5 |
Financial Sense Advisors, Inc. | 5 | 5 | 1.17% | 1.43% | 1.96% | Q4 2014 | Q4 2015 | 5 |
Boston Partners | 5 | 5 | 0.22% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Fortress Investment Group LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
WELD CAPITAL MANAGEMENT LLC | 3 | 2 | 0.09% | 0.50% | 1.03% | Q1 2019 | Q2 2021 | 5 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.15% | 0.26% | Q4 2016 | Q3 2018 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.38% | 0.50% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.03% | 0.08% | 0.19% | Q4 2014 | Q2 2020 | 5 |
SlateStone Wealth, LLC | 3 | 2 | 0.05% | 0.08% | 0.10% | Q4 2018 | Q3 2021 | 5 |
Buttonwood Financial Advisors Inc. | 5 | 5 | 0.51% | 0.56% | 0.62% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 5 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2018 | 5 |
Triangle Securities Wealth Management | 5 | 5 | 0.24% | 0.31% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q4 2016 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.85% | 1.26% | 1.48% | Q3 2022 | Q3 2023 | 5 |
McElhenny Sheffield Capital Management, LLC | 3 | 1 | 0.00% | 0.24% | 0.33% | Q3 2021 | Q3 2023 | 5 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 5 |
Accurate Wealth Management, LLC | 4 | 1 | 0.01% | 0.31% | 0.67% | Q2 2021 | Q4 2022 | 5 |
First National Advisers, LLC | 5 | 5 | 0.19% | 0.24% | 0.26% | Q3 2022 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.13% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Kiwi Wealth Investments Limited Partnership | 3 | 2 | 0.03% | 0.09% | 0.18% | Q1 2019 | Q3 2022 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Moloney Securities Asset Management, LLC | 3 | 1 | 0.12% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.03% | 0.09% | 0.15% | Q4 2019 | Q2 2021 | 5 |
CG Asset Management LLC | 5 | 5 | 0.48% | 1.06% | 1.51% | Q4 2015 | Q4 2016 | 5 |
Great Lakes Retirement, Inc. | 3 | 2 | 0.05% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 5 | 5 | 0.00% | 1.55% | 2.17% | Q4 2016 | Q4 2017 | 5 |
EMFO, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Marketfield Asset Management LLC | 5 | 5 | 0.35% | 0.63% | 0.93% | Q4 2014 | Q4 2015 | 5 |
NORTHERN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.16% | 0.33% | 0.40% | Q3 2017 | Q3 2018 | 5 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.13% | 0.29% | Q1 2014 | Q2 2022 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q4 2022 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 5 | 0.23% | 0.26% | 0.29% | Q4 2016 | Q4 2017 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.18% | 0.19% | 0.21% | Q4 2016 | Q4 2017 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.50% | 0.52% | 0.58% | Q4 2021 | Q4 2022 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Third Point | 2 | 1 | 0.49% | 2.61% | 3.99% | Q1 2016 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
West Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Private Portfolio Partners LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q1 2022 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q4 2023 | 5 |
Perpetual Investment Management Ltd | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Granite Investment Advisors, LLC | 5 | 5 | 0.08% | 0.13% | 0.30% | Q4 2017 | Q4 2018 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cypress Wealth Advisors LLC | 4 | 1 | 0.10% | 0.10% | 0.11% | Q4 2015 | Q1 2017 | 5 |
Convergence Investment Partners, LLC | 2 | 1 | 0.01% | 0.22% | 0.42% | Q1 2016 | Q2 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Strategic Wealth Partners, Ltd. | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q4 2021 | 5 |
Syntal Capital Partners, LLC | 5 | 5 | 0.12% | 0.33% | 0.46% | Q4 2016 | Q4 2017 | 5 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.08% | 0.11% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Hotaling Investment Management, LLC | 5 | 5 | 1.01% | 1.13% | 1.24% | Q4 2018 | Q4 2019 | 5 |
Ally Financial Inc. | 3 | 2 | 0.22% | 0.32% | 0.51% | Q2 2014 | Q2 2018 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Latimer Light Capital, L.P. | 4 | 1 | 4.69% | 7.09% | 10.32% | Q4 2015 | Q2 2017 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.16% | 0.51% | 0.63% | Q2 2021 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.13% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.03% | 0.13% | 0.25% | Q4 2013 | Q4 2019 | 5 |
Cerebellum GP, LLC | 2 | 1 | 0.00% | 0.12% | 0.24% | Q4 2017 | Q2 2020 | 5 |
Capital Square, LLC | 5 | 5 | 0.20% | 0.22% | 0.26% | Q4 2019 | Q4 2020 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Otter Creek Advisors, LLC | 2 | 1 | 1.30% | 2.93% | 3.89% | Q4 2018 | Q3 2023 | 5 |
KENSICO CAPITAL MANAGEMENT CORP | 5 | 5 | 0.65% | 3.76% | 5.36% | Q3 2022 | Q3 2023 | 5 |
Blue Pool Management Ltd. | 5 | 5 | 1.00% | 1.29% | 2.02% | Q4 2017 | Q4 2018 | 5 |
JUMP TRADING, LLC | 5 | 5 | 0.13% | 1.33% | 3.20% | Q2 2019 | Q2 2020 | 5 |
Alaska Permanent Fund Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q2 2015 | Q2 2016 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.07% | 0.10% | Q4 2016 | Q4 2017 | 5 |
44 WEALTH MANAGEMENT LLC | 3 | 2 | 0.11% | 0.14% | 0.16% | Q2 2021 | Q2 2023 | 5 |
Arcus Capital Partners, LLC | 4 | 4 | 0.00% | 0.22% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.44% | 0.47% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
EverPoint Asset Management, LLC | 3 | 1 | 0.09% | 0.37% | 0.62% | Q2 2015 | Q2 2016 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.27% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.13% | 0.34% | 0.59% | Q2 2015 | Q3 2018 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.47% | 0.48% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.59% | 0.67% | 0.74% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
LBA Wealth Management, LLC | 3 | 1 | 0.01% | 0.11% | 0.16% | Q4 2013 | Q4 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Disciplina Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Invictus RG | 3 | 1 | 0.01% | 0.12% | 0.28% | Q4 2015 | Q1 2017 | 4 |
Highstreet Asset Management Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2018 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2023 | 4 |
CPWM, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q2 2016 | 4 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.65% | 2.05% | Q4 2013 | Q1 2017 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.09% | 0.19% | 0.25% | Q1 2020 | Q2 2023 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 3.15% | 3.76% | 4.19% | Q4 2015 | Q3 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Westshore Wealth, LLC | 4 | 4 | 0.48% | 0.59% | 0.65% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
ARGUS INVESTORS' COUNSEL, INC. | 4 | 4 | 0.29% | 0.31% | 0.35% | Q3 2020 | Q2 2021 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.50% | 0.73% | 0.88% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HBK Sorce Advisory LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Round Table Services, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
TIG Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2022 | Q1 2023 | 4 |
Weiss Asset Management LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Gladstone Capital Management LLP | 4 | 4 | 2.82% | 7.13% | 10.82% | Q2 2021 | Q1 2022 | 4 |
NCM Capital Advisers, Inc. | 4 | 4 | 0.54% | 1.17% | 1.57% | Q2 2015 | Q1 2016 | 4 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q2 2017 | 4 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Altshuler Shaham Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.01% | 0.09% | 0.18% | Q1 2021 | Q2 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 4 |
PDS Planning, Inc | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q4 2017 | 4 |
PELHAM GLOBAL FINANCIALS LTD | 4 | 4 | 8.82% | 12.98% | 20.71% | Q1 2020 | Q4 2020 | 4 |
AMICA PENSION FUND BOARD OF TRUSTEES | 4 | 4 | 0.10% | 0.15% | 0.17% | Q1 2018 | Q4 2018 | 4 |
Advisor Resource Council | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 4 |
MARVIN & PALMER ASSOCIATES INC | 4 | 4 | 1.63% | 2.10% | 3.11% | Q2 2015 | Q1 2016 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.04% | 0.20% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Pensionfund DSM Netherlands | 4 | 4 | 0.12% | 0.31% | 0.50% | Q1 2021 | Q4 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 2 | 2 | 0.03% | 0.14% | 0.28% | Q4 2013 | Q4 2014 | 4 |
ALGERT GLOBAL LLC | 4 | 4 | 0.10% | 0.46% | 0.74% | Q1 2020 | Q4 2020 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Harvest Capital Strategies LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q3 2014 | Q2 2015 | 4 |
SEI TRUST CO | 4 | 4 | 0.06% | 0.20% | 0.26% | Q4 2013 | Q3 2014 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.64% | 0.72% | 0.83% | Q1 2017 | Q4 2017 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.05% | 0.08% | 0.09% | Q3 2020 | Q1 2022 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.11% | 0.15% | 0.24% | Q4 2015 | Q4 2019 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 1 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 4 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.12% | 0.45% | Q1 2014 | Q2 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
COBALT CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.14% | 1.09% | 1.82% | Q4 2013 | Q3 2017 | 4 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.05% | 0.60% | 1.47% | Q4 2013 | Q2 2020 | 4 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q4 2019 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.01% | 0.10% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Tibra Equities Europe Ltd | 1 | 1 | 0.16% | 0.27% | 0.42% | Q3 2018 | Q4 2020 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2023 | 4 |
REINHART PARTNERS, LLC. | 4 | 4 | 0.55% | 0.88% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.12% | 0.20% | 0.25% | Q4 2020 | Q3 2021 | 4 |
6 Meridian | 4 | 4 | 0.02% | 0.05% | 0.06% | Q3 2019 | Q2 2020 | 4 |
Cerrano Capital Management LP | 3 | 3 | 0.78% | 1.60% | 2.60% | Q4 2017 | Q2 2018 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Legacy Trust | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.67% | 0.88% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q2 2021 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.20% | 0.25% | 0.29% | Q1 2022 | Q4 2022 | 4 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.39% | 0.78% | Q4 2019 | Q3 2023 | 4 |
Bancreek Capital Management, LP | 4 | 4 | 4.26% | 4.85% | 5.40% | Q4 2022 | Q3 2023 | 4 |
Oak Thistle LLC | 3 | 1 | 0.18% | 0.46% | 0.64% | Q4 2021 | Q3 2023 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.04% | 0.33% | 0.44% | Q1 2016 | Q1 2021 | 4 |
Crestmont Private Wealth LLC | 4 | 4 | 0.18% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
JB Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.09% | 0.20% | Q1 2017 | Q3 2023 | 4 |
CADEN CAPITAL PARTNERS, LP | 4 | 4 | 4.78% | 6.19% | 7.92% | Q4 2022 | Q3 2023 | 4 |
Carmel Capital Partners, LLC | 4 | 4 | 0.50% | 0.57% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 4 |
Standard Investments LLC | 4 | 4 | 0.03% | 0.09% | 0.18% | Q4 2013 | Q3 2014 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.07% | 0.40% | 0.94% | Q1 2021 | Q2 2022 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.48% | 0.65% | 0.78% | Q4 2022 | Q3 2023 | 4 |
MQS Management LLC | 2 | 1 | 0.21% | 0.28% | 0.34% | Q2 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q2 2019 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Banco BTG Pactual S.A. | 1 | 1 | 0.09% | 0.17% | 0.35% | Q4 2019 | Q2 2023 | 4 |
Asset Planning Services, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.09% | 1.15% | 4.30% | Q4 2015 | Q2 2021 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 4 |
Absolute Return Capital, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2015 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
ARGI Investment Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Bronson Point Management LLC | 4 | 4 | 2.04% | 3.19% | 4.44% | Q2 2014 | Q1 2015 | 4 |
Pathway Financial Advisors LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Anandar Capital Management LP | 4 | 4 | 1.62% | 2.10% | 2.87% | Q4 2014 | Q3 2015 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.31% | 0.36% | 0.41% | Q4 2021 | Q3 2022 | 4 |
ASB Consultores, LLC | 2 | 2 | 0.09% | 0.19% | 0.28% | Q4 2021 | Q4 2022 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.52% | 0.59% | 0.66% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.28% | 0.35% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Polar Capital LLP | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2020 | Q3 2020 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.10% | 0.39% | 0.71% | Q3 2016 | Q1 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
LTS One Management LP | 3 | 3 | 1.90% | 3.30% | 4.84% | Q1 2023 | Q3 2023 | 3 |
Wilmington Funds Management Corp | 3 | 3 | 0.40% | 0.48% | 0.58% | Q4 2013 | Q2 2014 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Castle Hook Partners LP | 3 | 3 | 0.96% | 1.54% | 2.25% | Q3 2020 | Q1 2021 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Tiger Eye Capital LLC | 2 | 1 | 1.64% | 2.32% | 3.08% | Q4 2015 | Q3 2016 | 3 |
MorganRosel Wealth Management, LLC | 3 | 3 | 0.52% | 0.57% | 0.64% | Q4 2019 | Q2 2020 | 3 |
Seven Bridges Advisors LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q4 2015 | Q2 2017 | 3 |
Dakota Community Bank & Trust NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Amplius Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Leverage Partners Absolute Return Fund SPC | 2 | 1 | 0.63% | 1.42% | 1.94% | Q4 2020 | Q1 2022 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.17% | 0.19% | 0.22% | Q4 2013 | Q2 2014 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 0.78% | 0.98% | 1.16% | Q4 2013 | Q2 2014 | 3 |
QUEST INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.39% | 1.34% | 1.82% | Q1 2017 | Q3 2017 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.45% | 0.49% | 0.51% | Q2 2023 | Q4 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.13% | 0.25% | Q2 2016 | Q1 2020 | 3 |
FAS Wealth Partners, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 3 |
DEERE & CO | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2016 | Q3 2016 | 3 |
KRS Capital Management, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.44% | 0.57% | 0.82% | Q1 2018 | Q3 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.37% | 0.39% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Stiles Financial Services Inc | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Avion Wealth | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.17% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 3 |
Long Path Partners LP | 3 | 3 | 0.10% | 0.21% | 0.36% | Q4 2022 | Q2 2023 | 3 |
CFS, LLC | 3 | 3 | 0.06% | 0.14% | 0.29% | Q1 2014 | Q3 2014 | 3 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
STRATTON MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.08% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
AAFMAA Wealth Management & Trust LLC | 2 | 1 | 0.63% | 0.98% | 1.63% | Q2 2022 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.10% | 0.12% | 0.16% | Q4 2013 | Q2 2014 | 3 |
BANCORPSOUTH INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
CASTLEROCK ASSET MANAGEMENT INC | 3 | 3 | 2.88% | 4.83% | 5.86% | Q4 2013 | Q2 2014 | 3 |
Homrich & Berg | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.06% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.47% | 0.50% | 0.55% | Q4 2013 | Q2 2015 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2022 | 3 |
Incline Global Management LLC | 3 | 3 | 1.56% | 2.59% | 3.44% | Q2 2017 | Q4 2017 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 1.11% | 1.42% | 1.59% | Q4 2021 | Q2 2022 | 3 |
Egerton Capital (UK) LLP | 2 | 1 | 0.42% | 0.98% | 1.97% | Q1 2014 | Q3 2017 | 3 |
Kemper Corp Master Retirement Trust | 3 | 3 | 0.57% | 0.58% | 0.60% | Q2 2020 | Q4 2020 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q2 2020 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 1.15% | 1.68% | 2.72% | Q2 2018 | Q4 2018 | 3 |
Randolph Co Inc | 3 | 3 | 1.06% | 1.33% | 1.77% | Q2 2018 | Q4 2018 | 3 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.48% | 0.90% | 1.23% | Q2 2016 | Q1 2017 | 3 |
CSS LLC/IL | 1 | 1 | 0.08% | 0.11% | 0.14% | Q3 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 3 |
Pomelo Capital LLC | 3 | 3 | 0.34% | 0.63% | 1.01% | Q3 2017 | Q1 2018 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.50% | 0.59% | 0.65% | Q3 2014 | Q1 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
NEW AMSTERDAM PARTNERS LLC/NY | 2 | 1 | 0.17% | 0.20% | 0.23% | Q4 2013 | Q1 2015 | 3 |
River Road Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Sterling Ridge Capital Management LP | 2 | 1 | 1.04% | 1.65% | 2.44% | Q2 2015 | Q1 2016 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.41% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Archon Partners LLC | 3 | 3 | 1.27% | 1.39% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Compound Global Advisors, LLC | 3 | 3 | 2.13% | 2.93% | 3.49% | Q4 2022 | Q2 2023 | 3 |
Hunter Perkins Capital Management, LLC | 2 | 1 | 0.05% | 0.15% | 0.34% | Q4 2020 | Q1 2022 | 3 |
SPC Financial, Inc. | 3 | 3 | 0.30% | 0.31% | 0.31% | Q1 2023 | Q3 2023 | 3 |
CERTUITY, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q2 2022 | 3 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 3 | 3 | 5.22% | 14.94% | 20.11% | Q1 2023 | Q3 2023 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.66% | 0.71% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Wilmington Trust Investment Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.04% | 0.09% | 0.18% | Q4 2021 | Q2 2022 | 3 |
WILMINGTON TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
TPG Group Holdings (SBS) Advisors, Inc. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q2 2014 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 1.51% | 1.74% | 2.04% | Q4 2020 | Q2 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Azora Capital LP | 1 | 1 | 0.90% | 1.45% | 2.34% | Q4 2017 | Q3 2022 | 3 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.14% | 0.41% | Q3 2020 | Q3 2022 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LGT Fund Management Co Ltd. | 2 | 1 | 0.26% | 0.52% | 1.01% | Q1 2022 | Q3 2023 | 3 |
MRA Advisory Group | 2 | 1 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q1 2022 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.44% | 0.52% | 0.57% | Q2 2018 | Q4 2018 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.05% | 0.14% | Q1 2022 | Q3 2022 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 3 |
Stephens Investment Management Group LLC | 3 | 3 | 0.24% | 0.32% | 0.37% | Q4 2013 | Q2 2014 | 3 |
GRANDFIELD & DODD, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.37% | 1.09% | 2.17% | Q2 2014 | Q2 2020 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.26% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.09% | 0.57% | 1.05% | Q1 2022 | Q3 2023 | 3 |
LOUNTZIS ASSET MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.26% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Isomer Partners LP | 3 | 3 | 2.94% | 5.71% | 7.96% | Q2 2020 | Q4 2020 | 3 |
Fullerton Fund Management Co Ltd. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Ruane, Cunniff & Goldfarb | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.35% | 0.95% | Q3 2018 | Q3 2019 | 3 |
Signition LP | 3 | 3 | 0.14% | 0.35% | 0.70% | Q2 2018 | Q4 2018 | 3 |
Toscafund Asset Management LLP | 3 | 3 | 8.78% | 10.41% | 12.70% | Q2 2014 | Q4 2014 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.32% | 0.40% | 0.48% | Q1 2023 | Q3 2023 | 3 |
WealthStone, Inc. | 2 | 1 | 0.07% | 0.17% | 0.37% | Q2 2019 | Q1 2021 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.26% | 0.33% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Geneva Partners, LLC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q2 2018 | 3 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.25% | 0.33% | 0.42% | Q4 2013 | Q2 2015 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q1 2020 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.23% | 0.66% | Q3 2020 | Q2 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
CLOVIS CAPITAL MANAGEMENT LP | 3 | 3 | 2.75% | 3.80% | 5.00% | Q4 2013 | Q2 2014 | 3 |
First Long Island Investors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Monashee Investment Management LLC | 1 | 1 | 0.75% | 6.15% | 16.50% | Q4 2015 | Q3 2020 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.11% | 0.44% | 0.66% | Q4 2018 | Q2 2020 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 3 | 3 | 6.76% | 7.82% | 8.40% | Q1 2023 | Q3 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Retirement Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Starfire Investment Advisers, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q2 2020 | 3 |
West Branch Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.37% | 0.41% | 0.46% | Q4 2019 | Q2 2020 | 3 |
REDMONT WEALTH ADVISORS LLC | 2 | 1 | 0.26% | 0.28% | 0.29% | Q4 2021 | Q4 2022 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 1 | 0.12% | 0.44% | 1.04% | Q4 2013 | Q4 2015 | 3 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 3 | 3 | 0.19% | 0.25% | 0.30% | Q3 2020 | Q1 2021 | 3 |
LWM Advisory Services, LLC | 2 | 1 | 0.00% | 0.56% | 0.85% | Q4 2021 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HST Ventures, LLC | 3 | 3 | 0.39% | 1.35% | 2.46% | Q4 2022 | Q2 2023 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Pensionfund Sabic | 3 | 3 | 0.52% | 0.54% | 0.55% | Q1 2021 | Q3 2021 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
COOPERMAN LEON G | 3 | 3 | 1.13% | 1.27% | 1.36% | Q4 2013 | Q2 2014 | 3 |
Scott & Selber, Inc. | 1 | 1 | 0.48% | 0.84% | 1.19% | Q4 2018 | Q4 2020 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
STEPH & CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Investidor Profissional Gestao de Recursos Ltda. | 2 | 2 | 0.92% | 1.21% | 1.50% | Q2 2022 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2016 | Q3 2016 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
MONETTA FINANCIAL SERVICES INC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q4 2015 | Q1 2016 | 2 |
JSF Financial, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 1.96% | 2.11% | 2.26% | Q4 2013 | Q1 2014 | 2 |
NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.09% | 1.35% | 1.61% | Q4 2014 | Q2 2022 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q3 2014 | Q2 2015 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2015 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.90% | 0.93% | 0.96% | Q2 2023 | Q3 2023 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.27% | 0.41% | 0.54% | Q4 2013 | Q1 2014 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.19% | 0.26% | 0.33% | Q1 2023 | Q3 2023 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HAHN CAPITAL MANAGEMENT LLC | 2 | 2 | 3.24% | 3.84% | 4.44% | Q2 2023 | Q3 2023 | 2 |
Three Corner Global Investors LP | 2 | 2 | 2.92% | 2.98% | 3.04% | Q4 2013 | Q1 2014 | 2 |
Scepter Holdings, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2014 | Q2 2014 | 2 |
Blue Grotto Capital, LLC | 2 | 2 | 2.77% | 3.46% | 4.15% | Q1 2020 | Q2 2020 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
HENNESSY ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2017 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
Algebris Investments (UK) LLP | 2 | 2 | 0.43% | 0.55% | 0.67% | Q2 2014 | Q3 2014 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.22% | 0.53% | 0.84% | Q1 2020 | Q2 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Ruffer LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
FARALLON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.09% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2014 | Q3 2014 | 2 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 2 | 2 | 1.78% | 1.80% | 1.82% | Q4 2014 | Q1 2015 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.13% | 0.30% | 0.48% | Q4 2013 | Q1 2014 | 2 |
Centric Wealth Management | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Aries Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q2 2023 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.07% | 1.05% | 2.04% | Q2 2015 | Q3 2015 | 2 |
Meixler Investment Management, Ltd. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Autumn Glory Partners, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q1 2023 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Conatus Capital Management LP | 2 | 2 | 2.19% | 3.92% | 5.64% | Q4 2013 | Q1 2014 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.38% | 0.44% | 0.51% | Q4 2020 | Q1 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Empirical Finance, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q2 2019 | Q3 2019 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2013 | Q1 2014 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FDO Partners, LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q1 2016 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.48% | 0.54% | 0.60% | Q4 2019 | Q2 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.29% | 0.46% | 0.64% | Q2 2022 | Q3 2022 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
COWEN INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Gilbert & Cook, Inc. | 1 | 1 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q3 2023 | 2 |
Fractal Investments LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 1.56% | 1.64% | 1.71% | Q1 2021 | Q2 2021 | 2 |
Whitnell & Co. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Domani Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
FJ Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Parsifal Capital Management, LP | 2 | 2 | 2.07% | 3.54% | 5.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q4 2015 | 2 |
Distillate Capital Partners LLC | 1 | 1 | 0.92% | 0.92% | 0.93% | Q4 2020 | Q3 2022 | 2 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2018 | Q3 2018 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.45% | 0.47% | 0.49% | Q4 2022 | Q1 2023 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.31% | 0.43% | Q2 2015 | Q3 2017 | 2 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.15% | 0.29% | Q2 2021 | Q4 2021 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Intersect Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Lomas Capital Management, LLC | 2 | 2 | 1.87% | 2.11% | 2.35% | Q4 2013 | Q1 2014 | 2 |
New Hampshire Trust | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
TriOaks Capital Management L.P. | 2 | 2 | 0.21% | 0.30% | 0.38% | Q1 2014 | Q2 2014 | 2 |
Limestone Value Partners, LLC | 2 | 2 | 4.37% | 4.54% | 4.71% | Q2 2016 | Q3 2016 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
FORT, L.P. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 2 |
WASHINGTON CAPITAL MANAGEMENT, INC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2013 | Q1 2014 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.27% | 0.30% | 0.33% | Q3 2021 | Q4 2021 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.64% | 0.73% | 0.81% | Q1 2021 | Q2 2021 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2017 | 2 |
DENDUR CAPITAL LP | 2 | 2 | 7.03% | 7.19% | 7.36% | Q1 2023 | Q2 2023 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.83% | 0.99% | 1.15% | Q4 2021 | Q1 2022 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.57% | 0.75% | 0.93% | Q4 2013 | Q1 2014 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.10% | 0.22% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2021 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.14% | 0.16% | 0.19% | Q4 2013 | Q3 2015 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
JHL Capital Group LLC | 2 | 2 | 1.96% | 2.39% | 2.82% | Q4 2013 | Q1 2014 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.43% | 0.61% | 0.80% | Q2 2020 | Q4 2020 | 2 |
Nekton Capital Ltd. | 2 | 2 | 3.23% | 6.48% | 9.73% | Q4 2021 | Q1 2022 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.01% | 0.10% | 0.19% | Q1 2022 | Q2 2023 | 2 |
Lamond Capital Partners LLC | 1 | 1 | 3.11% | 5.70% | 8.29% | Q4 2013 | Q2 2014 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
First Houston Capital, Inc. | 2 | 2 | 1.86% | 1.90% | 1.92% | Q4 2013 | Q1 2014 | 2 |
West Coast Financial LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q4 2023 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.20% | 0.37% | Q4 2015 | Q1 2017 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 1.38% | 2.74% | Q3 2020 | Q1 2021 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 0.19% | 0.22% | 0.26% | Q1 2019 | Q2 2019 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COTTONWOOD CAPITAL ADVISORS, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.04% | 0.07% | 0.09% | Q1 2014 | Q3 2015 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.94% | 1.16% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
INVESCO, LLC | 2 | 2 | 0.22% | 0.26% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PFW Advisors LLC | 2 | 2 | 0.63% | 0.66% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.32% | 0.60% | 0.88% | Q2 2022 | Q3 2022 | 2 |
MENTA CAPITAL LLC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q4 2018 | Q1 2019 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CIM, LLC | 2 | 2 | 0.18% | 0.23% | 0.28% | Q4 2013 | Q1 2014 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 3.06% | 3.30% | 3.55% | Q4 2021 | Q1 2022 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2013 | Q1 2014 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.01% | 0.30% | 0.60% | Q2 2015 | Q3 2015 | 2 |
Fulcrum Asset Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q4 2020 | 2 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.08% | 0.17% | Q1 2014 | Q3 2023 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 1.46% | 2.97% | 4.48% | Q2 2016 | Q3 2016 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 2 |
300 NORTH CAPITAL, LLC | 2 | 2 | 0.63% | 0.81% | 0.98% | Q4 2013 | Q1 2014 | 2 |
Ignis Investment Services Ltd | 2 | 2 | 0.93% | 0.97% | 1.01% | Q4 2013 | Q1 2014 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q3 2018 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
F&C Asset Management plc | 2 | 2 | 0.23% | 0.27% | 0.31% | Q4 2013 | Q1 2014 | 2 |
Bach Option Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
ALPINE ASSOCIATES ADVISORS | 2 | 2 | 2.02% | 2.55% | 3.08% | Q4 2013 | Q1 2014 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.44% | 0.44% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q3 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.78% | 0.81% | 0.84% | Q4 2013 | Q1 2014 | 2 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
Kiski Partners, LLC | 1 | 1 | 22.82% | 22.82% | 22.82% | Q4 2015 | Q4 2015 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2016 | Q3 2016 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NAYA CAPITAL MANAGEMENT UK LTD | 1 | 1 | 4.58% | 4.58% | 4.58% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lee Capital Asset Management LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2019 | Q3 2019 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Opera Trading Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Caldera Capital, LLC | 1 | 1 | 6.76% | 6.76% | 6.76% | Q1 2020 | Q1 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q1 2022 | Q1 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
Samson Rock Capital LLP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2022 | Q2 2022 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
Eukles Asset Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Full18 Capital LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2022 | Q1 2022 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alpenglow Capital LP | 1 | 1 | 13.29% | 13.29% | 13.29% | Q1 2015 | Q1 2015 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2016 | Q1 2016 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Petiole USA ltd | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2021 | Q4 2021 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asio Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2022 | Q4 2022 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sycale Advisors (NY) LLC | 1 | 1 | 5.96% | 5.96% | 5.96% | Q3 2023 | Q3 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Shellback Capital, LP | 1 | 1 | 4.30% | 4.30% | 4.30% | Q4 2018 | Q4 2018 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2014 | Q2 2014 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BCK CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2015 | Q3 2015 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2019 | Q3 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Murchinson Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Infini Master Fund | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lipe & Dalton | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2021 | Q2 2021 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tower Wealth Partners, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
North Reef Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2017 | Q2 2017 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AM Squared Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Seawolf Capital, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2013 | Q4 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2018 | Q2 2018 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 7.60% | 7.60% | 7.60% | Q3 2023 | Q3 2023 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Corton Capital Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Settian Capital LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Gerstein Fisher | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2013 | Q4 2013 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2023 | Q2 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Kortright Capital Partners LP | 1 | 1 | 3.00% | 3.00% | 3.00% | Q2 2014 | Q2 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Templeton & Phillips Capital Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BHR Capital LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2013 | Q4 2013 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2023 | Q2 2023 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 3.32% | 3.32% | 3.32% | Q3 2018 | Q3 2018 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2019 | Q3 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2020 | Q2 2020 | 1 |
Permian Investment Partners, LP | 1 | 1 | 21.66% | 21.66% | 21.66% | Q1 2020 | Q1 2020 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WCG Management, L.P. | 1 | 1 | 4.65% | 4.65% | 4.65% | Q4 2014 | Q4 2014 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
Beach Point Capital Management LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2018 | Q1 2018 | 1 |
THOMA BRAVO, L.P. | 1 | 1 | 13.17% | 13.17% | 13.17% | Q3 2020 | Q3 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
GLG INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Seacliff Capital, LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q4 2018 | Q4 2018 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2013 | Q4 2013 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Blackstone Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Newbrook Capital Advisors LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2014 | Q3 2014 | 1 |
Tradeworx Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2013 | Q4 2013 | 1 |
Arrow Capital Management, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q1 2016 | Q1 2016 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
SENECA CAPITAL INVESTMENTS, L.P. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2014 | Q2 2014 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2015 | Q1 2015 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2022 | Q3 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q4 2013 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2016 | Q3 2016 | 1 |
First Financial Bank - Trust Division | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2014 | Q1 2014 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2013 | Q4 2013 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
UNITED BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2017 | Q1 2017 | 1 |
Zions Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2016 | Q1 2016 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2014 | Q3 2014 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Penn Capital Management Company, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2013 | Q4 2013 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ICM ASSET MANAGEMENT INC/WA | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2015 | Q2 2015 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2020 | Q1 2020 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ENDEX CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CASCADE INVESTMENT GROUP, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2021 | Q3 2021 | 1 |
Ironvine Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
AMS Capital Ltda | 1 | 1 | 4.55% | 4.55% | 4.55% | Q1 2018 | Q1 2018 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Parplus Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MANA Advisors LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2019 | Q3 2019 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Provident Investment Management, Inc. | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2023 | Q3 2023 | 1 |
Caption Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own INTERCONTINENTAL EXCHANGE IN or have owned INTERCONTINENTAL EXCHANGE IN in the past.