Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.28% | Q1 2012 | Q3 2023 | 129 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 126 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 123 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 114 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 113 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q3 2023 | 107 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 42 | 42 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 97 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2023 | 97 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 96 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.23% | Q1 2012 | Q3 2023 | 95 |
JANE STREET GROUP, LLC | 35 | 2 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 92 |
WOLVERINE TRADING, LLC | 22 | 3 | 0.00% | 0.09% | 0.37% | Q2 2016 | Q3 2023 | 80 |
Twin Tree Management, LP | 19 | 1 | 0.00% | 0.11% | 0.49% | Q4 2012 | Q3 2023 | 78 |
CAPITAL FUND MANAGEMENT S.A. | 27 | 1 | 0.00% | 0.09% | 0.44% | Q2 2013 | Q3 2023 | 78 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 75 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.10% | 0.31% | Q1 2013 | Q3 2023 | 67 |
Jefferies Group LLC | 23 | 1 | 0.00% | 0.05% | 0.26% | Q3 2013 | Q2 2022 | 66 |
Paloma Partners Management Co | 16 | 1 | 0.00% | 0.06% | 0.28% | Q3 2013 | Q3 2023 | 65 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 65 |
TWO SIGMA INVESTMENTS, LP | 19 | 1 | 0.00% | 0.11% | 0.59% | Q2 2013 | Q3 2023 | 62 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.11% | 0.49% | Q3 2018 | Q3 2023 | 60 |
TWO SIGMA SECURITIES, LLC | 13 | 3 | 0.00% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.21% | Q3 2013 | Q3 2023 | 58 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 58 |
HUNTINGTON NATIONAL BANK | 37 | 20 | 0.00% | 0.18% | 1.02% | Q1 2009 | Q3 2023 | 57 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 56 |
Creative Planning | 33 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 54 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.18% | 0.65% | Q2 2013 | Q2 2018 | 53 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.09% | 0.86% | Q2 2015 | Q3 2023 | 51 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 4 | 0.00% | 0.19% | 0.63% | Q1 2014 | Q3 2023 | 51 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q2 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.05% | 0.12% | 0.26% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.05% | 0.12% | 0.24% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.10% | 0.25% | Q4 2011 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 37 | 37 | 0.00% | 0.07% | 0.33% | Q3 2014 | Q3 2023 | 47 |
AMALGAMATED BANK | 40 | 7 | 0.06% | 0.17% | 0.28% | Q3 2011 | Q3 2023 | 47 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 46 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 45 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.37% | 0.78% | Q2 2013 | Q3 2023 | 45 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 45 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.00% | 0.03% | 0.10% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.13% | 0.43% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.03% | 0.05% | 0.10% | Q4 2012 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.14% | 0.44% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.17% | 0.28% | Q1 2013 | Q3 2023 | 43 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.02% | 0.10% | Q3 2009 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 1.14% | 2.92% | 4.33% | Q2 2013 | Q4 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.08% | 0.25% | Q1 2013 | Q3 2023 | 43 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.10% | 0.79% | Q1 2016 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.04% | 0.05% | Q4 2012 | Q2 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.03% | 0.19% | 0.34% | Q1 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2016 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.07% | 0.32% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.07% | 0.15% | 0.23% | Q1 2013 | Q3 2023 | 43 |
CONNING INC. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.04% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.01% | 0.11% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.14% | 0.57% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.03% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.03% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DISCIPLINED GROWTH INVESTORS INC /MN | 42 | 42 | 1.45% | 2.48% | 3.70% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.44% | 1.54% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.13% | 0.25% | 0.56% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.14% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VALICENTI ADVISORY SERVICES INC | 42 | 42 | 1.43% | 2.77% | 3.66% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.06% | 0.73% | 1.56% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.66% | 1.53% | 3.55% | Q2 2013 | Q3 2023 | 42 |
NORRIS PERNE & FRENCH LLP/MI | 42 | 42 | 0.02% | 0.33% | 2.63% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.01% | 0.27% | 1.80% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.11% | 0.54% | 0.97% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.09% | 0.30% | 0.53% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 33 | 3 | 0.00% | 0.02% | 0.09% | Q1 2012 | Q3 2023 | 42 |
Family Capital Trust Co | 42 | 42 | 0.28% | 0.73% | 1.28% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.23% | 1.01% | 1.82% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.34% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.06% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.07% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 4.52% | 7.25% | 9.61% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.21% | 0.58% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.38% | 0.75% | 1.44% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.01% | 0.22% | 0.99% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.10% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.24% | 0.45% | 0.73% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.09% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.19% | 0.31% | Q2 2013 | Q3 2023 | 42 |
CREDIT AGRICOLE S A | 39 | 2 | 0.00% | 0.34% | 1.44% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.03% | 0.18% | 0.53% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.06% | 1.05% | 2.44% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.07% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 2.08% | 4.15% | 6.27% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.02% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.02% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 28 | 1 | 0.00% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.07% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
RiverPark Advisors, LLC | 42 | 42 | 0.22% | 1.37% | 2.50% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.68% | 0.91% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.06% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.38% | 0.69% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.26% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.17% | 0.48% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.87% | 1.70% | 2.46% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.13% | 0.23% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.33% | 0.66% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.03% | 0.19% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Biondo Investment Advisors, LLC | 42 | 42 | 3.94% | 7.18% | 10.33% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.08% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.07% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.08% | 0.22% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.26% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Bridgecreek Investment Management, LLC | 42 | 42 | 1.30% | 2.94% | 4.91% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.06% | 0.13% | 0.22% | Q2 2012 | Q4 2022 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.06% | 0.49% | 0.78% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.23% | 0.48% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MCRAE CAPITAL MANAGEMENT INC | 42 | 42 | 0.16% | 0.28% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.27% | 0.44% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.04% | 0.34% | 0.71% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.18% | 0.50% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.12% | 0.57% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.13% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.08% | 0.37% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.14% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 37 | 4 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 41 |
DF DENT & CO INC | 41 | 41 | 0.01% | 2.54% | 3.57% | Q3 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.13% | 0.28% | 0.79% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
AQR Capital Management | 37 | 1 | 0.00% | 0.09% | 0.28% | Q4 2012 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 25 | 16 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
MAI Capital Management | 25 | 16 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 25 | 16 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.21% | 0.32% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.05% | 0.17% | 0.28% | Q1 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 4 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 41 |
AMERICAN CENTURY COMPANIES INC | 38 | 3 | 0.03% | 0.46% | 0.71% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.15% | 0.38% | Q3 2013 | Q3 2023 | 41 |
GAM Holding AG | 24 | 17 | 0.01% | 0.71% | 2.44% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 41 |
GRANDFIELD & DODD, LLC | 40 | 40 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.04% | 0.10% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 38 | 2 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.19% | 0.30% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.21% | 0.32% | Q3 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.16% | 0.42% | Q2 2013 | Q1 2023 | 40 |
HM PAYSON & CO | 22 | 18 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.16% | 0.33% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Orbimed Advisors | 40 | 40 | 0.42% | 1.54% | 3.84% | Q4 2013 | Q3 2023 | 40 |
Rock Springs Capital Management LP | 40 | 40 | 1.06% | 2.19% | 3.44% | Q4 2013 | Q3 2023 | 40 |
Alpha Cubed Investments, LLC | 40 | 40 | 0.05% | 0.54% | 2.42% | Q4 2013 | Q3 2023 | 40 |
FRED ALGER MANAGEMENT, LLC | 36 | 4 | 0.00% | 0.36% | 1.04% | Q3 2013 | Q3 2023 | 40 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.01% | 0.12% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Hikari Tsushin, Inc. | 32 | 8 | 0.50% | 1.10% | 1.71% | Q3 2013 | Q3 2023 | 40 |
Hikari Power Ltd | 39 | 39 | 0.70% | 1.34% | 2.18% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 39 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 35 | 1 | 0.00% | 0.29% | 1.22% | Q3 2013 | Q3 2023 | 39 |
AXA S.A. | 32 | 7 | 0.00% | 0.49% | 1.25% | Q2 2013 | Q3 2023 | 39 |
LPL Financial LLC | 26 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q4 2022 | 39 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 10 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.10% | 0.21% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.18% | 0.27% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.12% | 0.29% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q4 2022 | 39 |
Andra AP-fonden | 18 | 3 | 0.01% | 0.14% | 0.54% | Q2 2013 | Q3 2023 | 39 |
THOMPSON SIEGEL & WALMSLEY LLC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.98% | 1.44% | 1.78% | Q2 2013 | Q4 2022 | 39 |
Rafferty Asset Management, LLC | 37 | 2 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 39 |
RIVERPARK CAPITAL MANAGEMENT LLC | 38 | 38 | 0.97% | 2.26% | 3.86% | Q2 2014 | Q3 2023 | 38 |
PARK NATIONAL CORP /OH/ | 38 | 38 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q4 2023 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.05% | 0.14% | 0.47% | Q2 2014 | Q3 2023 | 38 |
Dynamic Advisor Solutions LLC | 24 | 4 | 0.02% | 0.18% | 0.41% | Q4 2013 | Q3 2023 | 38 |
AMICA MUTUAL INSURANCE CO | 38 | 38 | 0.10% | 0.20% | 0.34% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.26% | 0.61% | Q2 2013 | Q3 2022 | 38 |
Brown Advisory Securities, LLC | 38 | 38 | 0.11% | 0.60% | 1.19% | Q2 2013 | Q3 2022 | 38 |
LaFleur & Godfrey LLC | 38 | 38 | 0.05% | 0.17% | 0.28% | Q2 2014 | Q3 2023 | 38 |
Perigon Wealth Management, LLC | 26 | 1 | 0.01% | 0.18% | 0.44% | Q3 2011 | Q3 2023 | 38 |
TIEMANN INVESTMENT ADVISORS, LLC | 38 | 38 | 0.19% | 0.33% | 0.50% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.22% | 0.33% | Q4 2013 | Q3 2023 | 38 |
CADINHA & CO LLC | 37 | 37 | 1.07% | 2.87% | 4.82% | Q3 2014 | Q3 2023 | 37 |
Hudock, Inc. | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2022 | 37 |
National Pension Service | 37 | 37 | 0.11% | 0.20% | 0.29% | Q3 2014 | Q3 2023 | 37 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.15% | 0.80% | Q2 2013 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 18 | 1 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 37 |
NATIXIS | 14 | 1 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 37 |
Amica Retiree Medical Trust | 36 | 36 | 0.11% | 0.22% | 0.47% | Q4 2013 | Q3 2022 | 36 |
BLUESTEIN R H & CO LLC | 35 | 1 | 0.01% | 0.20% | 1.77% | Q2 2013 | Q3 2022 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 21 | 1 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.27% | 0.70% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.03% | 0.10% | 0.28% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.13% | 0.39% | Q4 2014 | Q3 2023 | 36 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 18 | 1 | 0.01% | 0.18% | 0.37% | Q2 2013 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
MACKENZIE FINANCIAL CORP | 28 | 3 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q1 2022 | 36 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 35 | 1 | 2.26% | 4.34% | 6.46% | Q2 2013 | Q3 2023 | 36 |
TRUST CO OF VIRGINIA /VA | 32 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 35 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 16 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 35 |
WELCH & FORBES LLC | 32 | 3 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 35 |
FAYEZ SAROFIM & CO | 31 | 1 | 0.00% | 0.50% | 1.01% | Q2 2013 | Q3 2023 | 35 |
Douglass Winthrop Advisors, LLC | 21 | 14 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 35 |
JAG CAPITAL MANAGEMENT, LLC | 18 | 3 | 0.43% | 2.21% | 3.44% | Q3 2014 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
FACTORY MUTUAL INSURANCE CO | 27 | 8 | 0.08% | 0.24% | 0.44% | Q2 2013 | Q3 2023 | 35 |
First Long Island Investors, LLC | 33 | 2 | 0.42% | 0.74% | 1.09% | Q4 2013 | Q3 2023 | 35 |
IBM Retirement Fund | 26 | 9 | 0.08% | 0.17% | 0.29% | Q2 2013 | Q1 2022 | 35 |
Cordasco Financial Network | 35 | 35 | 0.06% | 0.19% | 0.32% | Q4 2013 | Q2 2022 | 35 |
BOURNE LENT ASSET MANAGEMENT INC | 35 | 35 | 1.93% | 3.82% | 5.10% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.09% | 0.18% | Q1 2015 | Q3 2023 | 35 |
PREMIER ASSET MANAGEMENT LLC | 35 | 35 | 1.78% | 3.04% | 4.56% | Q2 2014 | Q4 2022 | 35 |
Tower Research Capital LLC (TRC) | 28 | 2 | 0.00% | 0.09% | 0.32% | Q1 2014 | Q3 2023 | 35 |
Triangle Securities Wealth Management | 14 | 1 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.30% | 0.50% | 0.73% | Q2 2015 | Q3 2023 | 34 |
BARINGS LLC | 26 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.12% | 0.38% | 1.02% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.15% | 0.46% | Q2 2013 | Q3 2021 | 34 |
Tredje AP-fonden | 34 | 34 | 0.05% | 0.22% | 0.62% | Q2 2015 | Q3 2023 | 34 |
Rehmann Capital Advisory Group | 15 | 1 | 0.02% | 0.06% | 0.15% | Q2 2010 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.08% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 31 | 3 | 0.01% | 0.53% | 1.41% | Q4 2011 | Q3 2023 | 34 |
EVERENCE CAPITAL MANAGEMENT INC | 23 | 2 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.01% | 0.11% | 0.23% | Q2 2015 | Q3 2023 | 34 |
Stephens Investment Management Group LLC | 33 | 1 | 0.00% | 0.38% | 0.95% | Q2 2013 | Q3 2023 | 34 |
Rathbones Group PLC | 32 | 2 | 0.01% | 0.64% | 1.47% | Q4 2014 | Q3 2023 | 34 |
FIRST MANHATTAN CO. LLC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
COMMERCE BANK | 31 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2021 | 34 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.04% | 0.27% | Q1 2013 | Q3 2023 | 34 |
LAZARD ASSET MANAGEMENT LLC | 33 | 1 | 0.00% | 0.38% | 0.87% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.07% | 0.51% | Q2 2015 | Q3 2023 | 34 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 27 | 7 | 0.09% | 2.33% | 3.78% | Q2 2013 | Q3 2023 | 34 |
Cetera Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 34 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.15% | 0.74% | Q3 2015 | Q3 2023 | 33 |
OPPENHEIMER & CO INC | 30 | 3 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 27 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 33 |
CIBC WORLD MARKET INC. | 32 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 33 |
Vident Investment Advisory, LLC | 33 | 33 | 0.04% | 0.89% | 1.84% | Q2 2015 | Q2 2023 | 33 |
West Oak Capital, LLC | 27 | 1 | 0.00% | 0.04% | 0.77% | Q2 2013 | Q3 2023 | 33 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 1 | 0.04% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 33 |
Blume Capital Management, Inc. | 25 | 8 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.04% | 0.14% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.01% | 0.39% | 0.82% | Q2 2013 | Q3 2023 | 33 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q1 2018 | 33 |
Renaissance Technologies | 23 | 1 | 0.02% | 0.20% | 0.67% | Q2 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q2 2023 | 33 |
Meiji Yasuda Life Insurance Co | 29 | 4 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
ING GROEP NV | 16 | 2 | 0.00% | 0.13% | 0.57% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.36% | 0.67% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
ALPS ADVISORS INC | 22 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 32 |
FIRST CITIZENS BANK & TRUST CO | 14 | 2 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q1 2021 | 32 |
FORTE CAPITAL LLC /ADV | 18 | 14 | 0.31% | 1.29% | 2.27% | Q3 2014 | Q3 2023 | 32 |
CIM, LLC | 28 | 4 | 1.97% | 3.74% | 5.47% | Q2 2013 | Q4 2022 | 32 |
Marketfield Asset Management LLC | 29 | 3 | 0.46% | 2.80% | 5.25% | Q4 2014 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.13% | 0.52% | 1.04% | Q2 2013 | Q1 2021 | 32 |
ROTHSCHILD INVESTMENT LLC /IL | 32 | 32 | 0.03% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.04% | 0.65% | 1.23% | Q4 2015 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 32 | 32 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q1 2021 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.08% | 0.15% | 0.21% | Q4 2015 | Q3 2023 | 32 |
1ST SOURCE BANK | 32 | 32 | 0.02% | 0.13% | 0.28% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.18% | 0.42% | Q4 2015 | Q3 2023 | 32 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.12% | 0.72% | Q4 2014 | Q3 2022 | 32 |
BRIGHTON JONES LLC | 26 | 1 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 19 | 12 | 0.02% | 0.14% | 0.26% | Q4 2015 | Q3 2023 | 31 |
PRUDENTIAL PLC | 15 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 31 |
Neuberger Berman Group LLC | 30 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Zurich Insurance Group Ltd/FI | 31 | 31 | 0.12% | 0.60% | 2.10% | Q1 2016 | Q3 2023 | 31 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 27 | 4 | 0.08% | 0.25% | 0.49% | Q3 2013 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Bellevue Group AG | 31 | 31 | 1.17% | 2.53% | 4.74% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q4 2020 | 31 |
BAMCO INC /NY/ | 28 | 3 | 0.04% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 31 |
PineBridge Investments, L.P. | 15 | 1 | 0.00% | 0.25% | 0.66% | Q3 2015 | Q3 2023 | 31 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 31 | 31 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.20% | Q4 2015 | Q3 2023 | 31 |
Connor, Clark & Lunn Investment Management Ltd. | 27 | 1 | 0.00% | 0.06% | 0.19% | Q3 2014 | Q2 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q4 2020 | 31 |
WMS Partners, LLC | 23 | 1 | 0.02% | 0.10% | 0.35% | Q2 2013 | Q2 2023 | 31 |
WINTON GROUP Ltd | 14 | 1 | 0.02% | 0.12% | 0.31% | Q4 2014 | Q3 2023 | 31 |
SALEM INVESTMENT COUNSELORS INC | 30 | 30 | 0.04% | 0.43% | 0.80% | Q2 2016 | Q3 2023 | 30 |
PICTON MAHONEY ASSET MANAGEMENT | 30 | 30 | 0.13% | 1.08% | 2.75% | Q2 2016 | Q3 2023 | 30 |
CITY HOLDING CO | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 21 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 30 |
FINANCIAL COUNSELORS INC | 28 | 1 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 30 |
INTRUST BANK NA | 29 | 1 | 0.10% | 0.30% | 0.41% | Q4 2013 | Q3 2023 | 30 |
PARADIGM ASSET MANAGEMENT CO LLC | 21 | 2 | 0.02% | 0.09% | 0.32% | Q2 2013 | Q1 2023 | 30 |
MARSICO CAPITAL MANAGEMENT LLC | 30 | 30 | 0.16% | 1.10% | 2.79% | Q3 2015 | Q4 2022 | 30 |
LORD, ABBETT & CO. LLC | 14 | 4 | 0.00% | 0.23% | 0.61% | Q4 2015 | Q3 2023 | 30 |
Spectrum Management Group, LLC | 11 | 9 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2022 | 30 |
BROWN BROTHERS HARRIMAN & CO | 27 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 30 | 0.12% | 0.21% | 0.68% | Q2 2016 | Q3 2023 | 30 |
Tradewinds Capital Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2021 | 30 |
MCDANIEL TERRY & CO | 30 | 30 | 0.04% | 0.93% | 2.35% | Q2 2016 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 1 | 0.01% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 30 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q4 2020 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 29 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.09% | 0.15% | 0.26% | Q2 2013 | Q3 2020 | 30 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.18% | 0.57% | Q3 2014 | Q3 2023 | 30 |
SFE Investment Counsel | 22 | 7 | 0.09% | 0.12% | 0.26% | Q4 2013 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 3 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q4 2022 | 29 |
TCW GROUP INC | 15 | 3 | 0.04% | 0.25% | 1.03% | Q2 2013 | Q3 2023 | 29 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 1 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q4 2017 | 29 |
GILDER GAGNON HOWE & CO LLC | 28 | 1 | 0.00% | 1.12% | 2.09% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2020 | 29 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 2 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 29 |
CHARTWELL INVESTMENT PARTNERS, LLC | 20 | 2 | 0.02% | 0.19% | 0.53% | Q4 2014 | Q3 2023 | 29 |
TRUIST FINANCIAL CORP | 27 | 2 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 29 |
PEREGRINE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.28% | 0.81% | 1.42% | Q3 2016 | Q3 2023 | 29 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 18 | 11 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 29 |
FIDUCIARY TRUST CO | 24 | 5 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 29 |
Ausdal Financial Partners, Inc. | 28 | 1 | 0.05% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 5 | 0.00% | 0.12% | 0.38% | Q3 2014 | Q3 2023 | 29 |
1832 Asset Management L.P. | 22 | 3 | 0.00% | 0.09% | 0.44% | Q1 2016 | Q3 2023 | 29 |
Scott & Selber, Inc. | 29 | 29 | 0.62% | 1.33% | 2.44% | Q3 2016 | Q3 2023 | 29 |
Ipswich Investment Management Co., Inc. | 16 | 2 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 29 |
MEEDER ASSET MANAGEMENT INC | 24 | 4 | 0.01% | 0.20% | 1.28% | Q3 2015 | Q2 2023 | 28 |
STONE RUN CAPITAL, LLC | 27 | 1 | 0.14% | 0.33% | 1.20% | Q3 2016 | Q3 2023 | 28 |
CONGRESS ASSET MANAGEMENT CO /MA | 23 | 1 | 0.01% | 0.30% | 0.85% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.07% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Acropolis Investment Management, LLC | 27 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.79% | 1.34% | 1.73% | Q4 2016 | Q3 2023 | 28 |
Lombard Odier Asset Management (Switzerland) SA | 15 | 1 | 0.02% | 0.40% | 1.27% | Q2 2014 | Q1 2023 | 28 |
SVA Wealth Management, LLC | 28 | 28 | 0.10% | 0.61% | 0.89% | Q1 2014 | Q4 2020 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.09% | 0.21% | Q3 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.50% | 0.73% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.20% | 0.40% | Q4 2016 | Q3 2023 | 28 |
HOWLAND CAPITAL MANAGEMENT LLC | 28 | 28 | 0.03% | 0.07% | 0.08% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.15% | 0.25% | 0.33% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.10% | 0.45% | Q2 2013 | Q1 2020 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.15% | 0.24% | 0.41% | Q4 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Sivik Global Healthcare LLC | 15 | 1 | 0.01% | 2.03% | 3.74% | Q3 2014 | Q3 2023 | 28 |
Lido Advisors, LLC | 24 | 24 | 0.00% | 0.04% | 0.24% | Q4 2017 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
L & S Advisors Inc | 28 | 28 | 0.29% | 0.58% | 0.91% | Q4 2016 | Q3 2023 | 28 |
Proficio Capital Partners LLC | 15 | 13 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.08% | 0.19% | 0.27% | Q4 2016 | Q3 2023 | 28 |
RATIONAL ADVISORS LLC | 11 | 2 | 0.00% | 0.04% | 0.34% | Q1 2009 | Q3 2020 | 28 |
ZACKS INVESTMENT MANAGEMENT | 12 | 1 | 0.01% | 0.11% | 0.27% | Q4 2013 | Q3 2023 | 27 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
NEXT CENTURY GROWTH INVESTORS LLC | 25 | 2 | 0.09% | 0.19% | 0.32% | Q1 2016 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.04% | 0.16% | 0.20% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.00% | 0.04% | 0.28% | Q2 2016 | Q4 2022 | 27 |
Assenagon Asset Management S.A. | 17 | 10 | 0.00% | 0.26% | 1.90% | Q4 2016 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.15% | 0.30% | Q2 2013 | Q4 2019 | 27 |
ONTARIO TEACHERS PENSION PLAN BOARD | 25 | 2 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 27 |
Jaffetilchin Investment Partners, LLC | 23 | 4 | 0.10% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 27 |
Smithfield Trust Co | 24 | 3 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 27 |
Financial Advantage, Inc. | 16 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2022 | 27 |
Avestar Capital, LLC | 24 | 24 | 0.00% | 0.13% | 0.73% | Q4 2017 | Q3 2023 | 27 |
MARSHALL WACE, LLP | 14 | 6 | 0.00% | 0.17% | 0.95% | Q3 2015 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.26% | 0.37% | 0.45% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Glassman Wealth Services | 26 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
ADVISOR PARTNERS LLC | 27 | 27 | 0.08% | 0.15% | 0.18% | Q4 2015 | Q2 2022 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2021 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q3 2023 | 26 |
PITTENGER & ANDERSON INC | 26 | 26 | 0.00% | 0.50% | 0.96% | Q2 2017 | Q3 2023 | 26 |
WATERS PARKERSON & CO., LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
JENNISON ASSOCIATES LLC | 24 | 1 | 0.00% | 0.75% | 1.52% | Q2 2013 | Q3 2023 | 26 |
ZWJ INVESTMENT COUNSEL INC | 22 | 4 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 26 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 26 |
Centiva Capital, LP | 8 | 1 | 0.01% | 0.10% | 0.91% | Q1 2019 | Q3 2023 | 26 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 8 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.12% | 0.24% | 0.36% | Q1 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.05% | 0.19% | 0.60% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.01% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Voya Financial Advisors, Inc. | 26 | 26 | 0.02% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Natixis Investment Managers International | 12 | 3 | 0.14% | 0.42% | 1.16% | Q1 2015 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 26 |
Sheaff Brock Investment Advisors, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 26 |
Plante Moran Financial Advisors, LLC | 22 | 2 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 26 |
Bridgewater Associates | 13 | 1 | 0.01% | 0.35% | 0.89% | Q2 2013 | Q3 2023 | 26 |
Sand Hill Global Advisors, LLC | 19 | 7 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.12% | 0.18% | 0.27% | Q3 2016 | Q3 2023 | 26 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 17 | 2 | 0.00% | 0.09% | 0.23% | Q1 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2019 | 26 |
Harvest Fund Management Co., Ltd | 26 | 26 | 0.01% | 0.09% | 0.29% | Q2 2017 | Q3 2023 | 26 |
ADIRONDACK TRUST CO | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.06% | 0.12% | Q3 2013 | Q1 2020 | 26 |
BRANDYWINE MANAGERS, LLC | 25 | 25 | 0.08% | 0.89% | 3.24% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.07% | 0.09% | Q3 2017 | Q3 2023 | 25 |
TIVERTON ASSET MANAGEMENT LLC | 25 | 25 | 0.71% | 1.10% | 2.54% | Q3 2013 | Q3 2019 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.06% | 0.17% | Q4 2017 | Q4 2023 | 25 |
Savant Capital, LLC | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
DAVIS R M INC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q2 2019 | 25 |
Cambridge Advisors Inc. | 23 | 2 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q3 2023 | 25 |
FIRST QUADRANT LLC/CA | 25 | 25 | 0.03% | 0.06% | 0.20% | Q2 2013 | Q2 2019 | 25 |
Sigma Planning Corp | 25 | 25 | 0.05% | 0.11% | 0.15% | Q3 2017 | Q3 2023 | 25 |
CIBC BANK USA | 24 | 1 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q4 2019 | 25 |
Richard Bernstein Advisors LLC | 21 | 4 | 0.08% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2020 | 25 |
Ironwood Investment Counsel, LLC | 24 | 1 | 0.16% | 0.28% | 0.42% | Q1 2015 | Q3 2023 | 25 |
HAP Trading, LLC | 13 | 1 | 0.00% | 0.07% | 0.28% | Q3 2014 | Q2 2023 | 25 |
Spence Asset Management | 25 | 25 | 5.19% | 6.46% | 10.24% | Q4 2017 | Q4 2023 | 25 |
MUFG Securities EMEA plc | 23 | 23 | 0.00% | 0.36% | 5.23% | Q1 2018 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 22 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 3 | 0.00% | 0.22% | 0.40% | Q1 2017 | Q3 2023 | 25 |
Advisors Capital Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Capital Asset Advisory Services LLC | 17 | 8 | 0.08% | 0.30% | 1.03% | Q2 2017 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 16 | 9 | 0.02% | 0.12% | 0.26% | Q1 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 25 |
Meridian Wealth Management, LLC | 25 | 25 | 0.03% | 0.67% | 2.85% | Q3 2017 | Q3 2023 | 25 |
Matisse Capital | 21 | 4 | 0.10% | 0.28% | 0.87% | Q2 2017 | Q3 2023 | 25 |
FineMark National Bank & Trust | 20 | 2 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 25 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 25 | 25 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q2 2019 | 25 |
MOODY LYNN & LIEBERSON, LLC | 24 | 1 | 0.14% | 0.55% | 1.16% | Q2 2016 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 24 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 25 |
Azimuth Capital Management LLC | 24 | 1 | 0.29% | 0.55% | 0.88% | Q2 2013 | Q1 2022 | 25 |
Baystate Wealth Management LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
STRATEGY ASSET MANAGERS LLC | 13 | 12 | 0.06% | 0.51% | 1.33% | Q1 2016 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 13 | 1 | 0.03% | 0.35% | 0.51% | Q1 2014 | Q3 2023 | 25 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.65% | Q4 2017 | Q2 2023 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 8 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q3 2023 | 25 |
First Allied Advisory Services, Inc. | 12 | 4 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 25 |
BRYN MAWR TRUST Co | 25 | 25 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Winslow Capital Management, LLC | 15 | 1 | 0.00% | 1.28% | 3.70% | Q2 2013 | Q3 2023 | 25 |
DnB Asset Management AS | 25 | 25 | 0.08% | 0.14% | 0.24% | Q4 2017 | Q4 2023 | 25 |
HoyleCohen, LLC | 24 | 24 | 0.47% | 0.68% | 0.83% | Q4 2017 | Q3 2023 | 24 |
First Command Bank | 24 | 24 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.14% | 0.21% | 0.26% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.42% | 0.62% | 0.72% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.08% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.03% | 0.20% | Q3 2017 | Q3 2023 | 24 |
NATIXIS ADVISORS, L.P. | 22 | 1 | 0.01% | 0.25% | 0.53% | Q2 2013 | Q3 2023 | 24 |
Independent Advisor Alliance | 20 | 3 | 0.00% | 0.13% | 0.26% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.23% | 0.52% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
WESTWOOD MANAGEMENT CORP /IL/ | 19 | 1 | 0.02% | 0.31% | 1.02% | Q4 2015 | Q3 2023 | 24 |
GARDNER LEWIS ASSET MANAGEMENT L P | 23 | 1 | 0.12% | 0.94% | 2.32% | Q1 2016 | Q3 2023 | 24 |
AFT, FORSYTH & COMPANY, INC. | 24 | 24 | 0.44% | 1.62% | 2.27% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.08% | 0.14% | 0.22% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.18% | 0.34% | Q2 2013 | Q1 2019 | 24 |
KCM INVESTMENT ADVISORS LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.13% | 0.69% | 1.89% | Q4 2017 | Q3 2023 | 24 |
COLDSTREAM CAPITAL MANAGEMENT INC | 20 | 4 | 0.02% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 24 |
AMERICAN NATIONAL BANK | 17 | 7 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 24 |
Calamos Advisors LLC | 21 | 1 | 0.04% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.03% | 0.70% | 1.65% | Q4 2017 | Q3 2023 | 24 |
Atika Capital Management LLC | 15 | 2 | 0.17% | 1.84% | 3.28% | Q2 2016 | Q3 2023 | 24 |
Carmignac Gestion | 24 | 24 | 0.02% | 0.83% | 2.29% | Q4 2017 | Q3 2023 | 24 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24 | 24 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Ithaka Group | 21 | 3 | 0.03% | 2.91% | 4.03% | Q2 2013 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 1.09% | 1.55% | 2.32% | Q4 2017 | Q3 2023 | 24 |
UNIO CAPITAL LLC | 24 | 24 | 0.54% | 3.44% | 4.74% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.11% | 0.19% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Harrington Investments, INC | 24 | 24 | 0.27% | 0.40% | 0.55% | Q4 2017 | Q3 2023 | 24 |
MayTech Global Investments, LLC | 24 | 24 | 3.22% | 3.98% | 5.10% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 1.48% | 1.92% | 2.30% | Q4 2017 | Q3 2023 | 24 |
ALBION FINANCIAL GROUP /UT | 14 | 10 | 0.05% | 0.39% | 1.33% | Q3 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.11% | 0.35% | 0.98% | Q4 2017 | Q3 2023 | 24 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 24 | 24 | 0.04% | 0.27% | 0.40% | Q2 2016 | Q1 2022 | 24 |
First Command Financial Services, Inc. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.12% | 0.30% | 0.57% | Q1 2016 | Q3 2023 | 24 |
Varma Mutual Pension Insurance Co | 24 | 24 | 0.07% | 0.33% | 1.36% | Q4 2017 | Q3 2023 | 24 |
Gotham Asset Management, LLC | 10 | 1 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 24 |
Silvant Capital Management LLC | 23 | 23 | 0.46% | 0.75% | 1.48% | Q1 2018 | Q3 2023 | 23 |
Tekla Capital Management LLC | 23 | 23 | 0.05% | 0.75% | 1.31% | Q4 2017 | Q2 2023 | 23 |
Highlander Capital Management, LLC | 23 | 23 | 0.71% | 1.13% | 1.52% | Q1 2018 | Q3 2023 | 23 |
HBK Sorce Advisory LLC | 16 | 7 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 23 |
Evercore Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
SPC Financial, Inc. | 23 | 23 | 0.04% | 0.13% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Fisher Asset Management, LLC | 23 | 23 | 0.00% | 0.47% | 0.87% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.11% | 0.18% | 0.33% | Q2 2013 | Q4 2018 | 23 |
MCKINLEY CAPITAL MANAGEMENT LLC | 22 | 1 | 0.00% | 0.63% | 1.42% | Q2 2017 | Q3 2023 | 23 |
ASSETMARK, INC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 23 |
COLUMBUS CIRCLE INVESTORS | 11 | 2 | 0.01% | 1.02% | 2.06% | Q4 2013 | Q2 2019 | 23 |
BURNS J W & CO INC/NY | 23 | 23 | 0.07% | 0.22% | 0.35% | Q1 2018 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 17 | 6 | 0.00% | 0.20% | 1.02% | Q1 2016 | Q1 2022 | 23 |
Frontier Wealth Management LLC | 18 | 2 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q2 2022 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 1 | 0.00% | 0.33% | 1.06% | Q1 2017 | Q3 2023 | 23 |
EVERETT HARRIS & CO /CA/ | 23 | 23 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 23 |
Sutton Wealth Advisors Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.08% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Lenox Wealth Advisors, LLC | 18 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2022 | 23 |
WISCONSIN CAPITAL MANAGEMENT LLC | 13 | 5 | 0.16% | 2.00% | 3.69% | Q4 2013 | Q3 2023 | 23 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 1 | 0.03% | 0.04% | 0.07% | Q2 2010 | Q3 2023 | 23 |
LMR Partners LLP | 10 | 1 | 0.00% | 0.16% | 0.68% | Q1 2014 | Q3 2023 | 23 |
Quantitative Investment Management, LLC | 6 | 1 | 0.03% | 0.26% | 0.80% | Q4 2013 | Q3 2023 | 23 |
Manchester Capital Management LLC | 19 | 4 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.21% | 0.42% | 0.67% | Q4 2017 | Q2 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.18% | 0.25% | 0.29% | Q1 2018 | Q3 2023 | 23 |
KINGS POINT CAPITAL MANAGEMENT | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 23 |
Alyeska Investment Group, L.P. | 8 | 2 | 0.28% | 0.69% | 1.23% | Q3 2014 | Q3 2023 | 23 |
Sequoia Financial Advisors, LLC | 23 | 23 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 3 | 0.00% | 0.11% | 0.41% | Q1 2016 | Q3 2023 | 23 |
SIGMA INVESTMENT COUNSELORS INC | 23 | 23 | 0.14% | 0.34% | 0.46% | Q1 2018 | Q3 2023 | 23 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Motley Fool Asset Management LLC | 20 | 2 | 0.06% | 0.16% | 0.27% | Q1 2018 | Q3 2023 | 22 |
CAAS CAPITAL MANAGEMENT LP | 5 | 5 | 0.00% | 0.13% | 0.48% | Q1 2021 | Q3 2023 | 22 |
Covenant Asset Management, LLC | 22 | 22 | 0.11% | 0.91% | 1.37% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Cerity Partners LLC | 22 | 22 | 0.01% | 0.04% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.01% | 0.01% | 0.05% | Q1 2014 | Q2 2019 | 22 |
Chicago Partners Investment Group LLC | 15 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 22 |
Clarkston Capital Partners, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2020 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Morse Asset Management, Inc | 22 | 22 | 0.07% | 0.96% | 1.74% | Q2 2018 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 19 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 22 |
ARK Investment Management | 22 | 22 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
GAMCO INVESTORS, INC. ET AL | 15 | 7 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
EP Wealth Advisors, LLC | 18 | 4 | 0.00% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 22 |
Windsor Wealth Management, Inc. | 22 | 22 | 0.08% | 0.12% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Quadrature Capital Ltd | 9 | 1 | 0.01% | 0.51% | 2.11% | Q3 2015 | Q3 2023 | 22 |
FIRST MERCANTILE TRUST CO | 14 | 1 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2021 | 22 |
Kovack Advisors, Inc. | 11 | 5 | 0.02% | 0.10% | 0.25% | Q3 2017 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 15 | 7 | 0.02% | 0.11% | 0.23% | Q1 2018 | Q3 2023 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 16 | 6 | 0.03% | 0.36% | 1.40% | Q2 2013 | Q3 2023 | 22 |
Cypress Capital Group | 17 | 1 | 0.03% | 0.07% | 0.10% | Q3 2016 | Q3 2023 | 22 |
Alberta Investment Management Corp | 13 | 2 | 0.01% | 0.16% | 0.39% | Q3 2013 | Q3 2023 | 22 |
Horan Securities, Inc. | 9 | 6 | 0.00% | 0.06% | 0.11% | Q3 2017 | Q2 2023 | 22 |
EFG Asset Management (Americas) Corp. | 13 | 9 | 0.06% | 0.35% | 1.09% | Q4 2017 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.11% | 0.24% | 1.13% | Q2 2017 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 9 | 2 | 0.00% | 0.19% | 0.55% | Q4 2016 | Q2 2023 | 22 |
Oak Asset Management, LLC | 13 | 4 | 0.44% | 1.17% | 1.62% | Q4 2017 | Q3 2023 | 22 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.24% | 0.72% | Q2 2015 | Q3 2023 | 22 |
Traynor Capital Management, Inc. | 12 | 10 | 0.05% | 0.89% | 2.01% | Q1 2017 | Q3 2023 | 22 |
SUMITOMO LIFE INSURANCE CO | 22 | 22 | 0.06% | 0.12% | 0.27% | Q2 2018 | Q3 2023 | 22 |
Brinker Capital Investments, LLC | 12 | 10 | 0.02% | 0.10% | 0.26% | Q1 2014 | Q4 2022 | 22 |
NewEdge Advisors, LLC | 21 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 22 |
GAGNON SECURITIES LLC | 22 | 22 | 1.54% | 3.23% | 4.85% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.13% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
LA FINANCIERE DE L'ECHIQUIER | 22 | 22 | 0.03% | 0.41% | 0.99% | Q2 2018 | Q3 2023 | 22 |
Glenview Trust Co | 16 | 5 | 0.01% | 0.17% | 0.84% | Q1 2018 | Q3 2023 | 21 |
AustralianSuper Pty Ltd | 19 | 2 | 0.02% | 2.31% | 5.21% | Q2 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 16 | 2 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 21 |
FIRST FOUNDATION ADVISORS | 15 | 6 | 0.02% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 21 |
ALLSTATE CORP | 20 | 1 | 0.02% | 0.09% | 0.16% | Q2 2014 | Q3 2023 | 21 |
CONTINENTAL ADVISORS LLC | 13 | 4 | 0.09% | 0.54% | 1.20% | Q3 2013 | Q1 2018 | 21 |
EAGLE ASSET MANAGEMENT INC | 16 | 2 | 0.03% | 0.19% | 0.39% | Q3 2014 | Q3 2023 | 21 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.01% | 0.44% | 0.86% | Q2 2013 | Q4 2023 | 21 |
HealthCor Management, L.P. | 10 | 1 | 0.88% | 3.40% | 6.27% | Q2 2013 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.30% | 0.60% | 1.02% | Q3 2018 | Q3 2023 | 21 |
Ballentine Partners, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FIRST FINANCIAL CORP /IN/ | 17 | 4 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 21 |
FIL Ltd | 21 | 21 | 0.00% | 0.04% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Spears Abacus Advisors LLC | 21 | 21 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 21 |
BP PLC | 21 | 21 | 0.06% | 0.27% | 0.67% | Q2 2016 | Q2 2021 | 21 |
Diversified Trust Co | 17 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2023 | 21 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.08% | 0.37% | Q4 2014 | Q4 2022 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 21 |
TOBAM | 10 | 2 | 0.00% | 0.85% | 3.32% | Q2 2013 | Q3 2023 | 21 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.05% | 0.12% | Q2 2016 | Q1 2023 | 21 |
Fiduciary Trust Co International of Pennsylvania | 12 | 9 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Field & Main Bank | 14 | 3 | 0.21% | 0.43% | 0.61% | Q1 2018 | Q3 2023 | 21 |
DOLIVER ADVISORS, LP | 21 | 21 | 0.28% | 0.72% | 1.27% | Q4 2018 | Q4 2023 | 21 |
Moors & Cabot, Inc. | 18 | 3 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 21 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.09% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.40% | 1.07% | 1.46% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 20 | 1 | 0.00% | 0.20% | 2.43% | Q4 2016 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 7 | 1 | 0.00% | 0.07% | 0.19% | Q1 2015 | Q4 2023 | 21 |
Claret Asset Management Corp | 21 | 21 | 0.06% | 0.15% | 0.40% | Q3 2018 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.06% | 0.73% | Q3 2016 | Q1 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q4 2022 | 21 |
Gryphon Financial Partners LLC | 18 | 3 | 0.01% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 21 |
Pinnacle Wealth Planning Services, Inc. | 17 | 4 | 0.08% | 0.14% | 0.26% | Q1 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Sturgeon Ventures LLP | 21 | 21 | 1.42% | 4.50% | 15.07% | Q4 2017 | Q4 2022 | 21 |
Jackson, Grant Investment Advisers, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UMB Bank, n.a. | 20 | 20 | 0.02% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
ALERUS FINANCIAL NA | 19 | 1 | 0.03% | 0.23% | 0.56% | Q3 2018 | Q3 2023 | 20 |
Biltmore Family Office, LLC | 20 | 20 | 0.07% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 20 |
HALL LAURIE J TRUSTEE | 13 | 7 | 0.12% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 20 |
Penserra Capital Management LLC | 8 | 1 | 0.00% | 0.07% | 0.56% | Q4 2015 | Q3 2023 | 20 |
First Heartland Consultants, Inc. | 14 | 2 | 0.02% | 0.08% | 0.13% | Q3 2013 | Q3 2023 | 20 |
Olstein Capital Management, L.P. | 20 | 20 | 0.18% | 0.65% | 1.01% | Q3 2013 | Q2 2018 | 20 |
Granite Investment Partners, LLC | 20 | 20 | 0.01% | 0.23% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.09% | 0.23% | 0.39% | Q4 2017 | Q3 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2018 | 20 |
Front Row Advisors LLC | 15 | 5 | 0.00% | 0.64% | 1.17% | Q4 2017 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.18% | 0.47% | 0.72% | Q4 2018 | Q3 2023 | 20 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.25% | 1.26% | Q2 2013 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CAPITAL ADVISORS INC/OK | 20 | 20 | 0.21% | 0.48% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.12% | 0.31% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.04% | 0.05% | 0.11% | Q1 2013 | Q4 2017 | 20 |
PEOPLES FINANCIAL SERVICES CORP. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 20 |
HCR Wealth Advisors | 20 | 20 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 20 |
TRUE Private Wealth Advisors | 16 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Clean Yield Group | 20 | 20 | 0.01% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
DUBUQUE BANK & TRUST CO | 15 | 5 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q3 2021 | 20 |
NVWM, LLC | 20 | 20 | 0.00% | 0.37% | 0.46% | Q4 2017 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Cannell & Co. | 19 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.09% | 0.13% | 0.20% | Q2 2013 | Q1 2018 | 20 |
VALLEY NATIONAL ADVISERS INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 20 |
C WorldWide Group Holding A/S | 20 | 20 | 0.04% | 0.35% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MV CAPITAL MANAGEMENT, INC. | 11 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 20 |
Intellectus Partners, LLC | 13 | 7 | 0.00% | 0.18% | 0.56% | Q3 2017 | Q3 2023 | 20 |
Weiss Multi-Strategy Advisers LLC | 5 | 2 | 0.01% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 20 |
MERITAGE PORTFOLIO MANAGEMENT | 14 | 2 | 0.01% | 0.66% | 2.18% | Q3 2016 | Q3 2023 | 20 |
State of New Jersey Common Pension Fund D | 17 | 1 | 0.08% | 0.19% | 0.24% | Q2 2014 | Q3 2023 | 20 |
Stonehage Fleming Financial Services Holdings Ltd | 20 | 20 | 0.15% | 2.84% | 4.49% | Q4 2018 | Q3 2023 | 20 |
Nan Shan Life Insurance Co., Ltd. | 8 | 1 | 0.06% | 0.58% | 1.43% | Q4 2014 | Q3 2023 | 20 |
Corient Capital Partners, LLC | 16 | 4 | 0.04% | 0.12% | 0.25% | Q3 2016 | Q3 2022 | 20 |
HighPoint Advisor Group LLC | 19 | 1 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.04% | 0.12% | Q3 2017 | Q2 2022 | 20 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.04% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.13% | 0.19% | 0.24% | Q1 2019 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 13 | 6 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 19 |
Ancora Advisors LLC | 17 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Renaissance Investment Group LLC | 19 | 19 | 0.87% | 2.06% | 2.78% | Q1 2019 | Q3 2023 | 19 |
Horizon Investments, LLC | 19 | 19 | 0.01% | 0.07% | 0.88% | Q1 2019 | Q3 2023 | 19 |
Trexquant Investment LP | 11 | 1 | 0.04% | 0.22% | 0.51% | Q2 2015 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 13 | 6 | 0.00% | 0.12% | 0.22% | Q1 2018 | Q3 2023 | 19 |
STRATEGIC CAPITAL ADVISERS, INC. | 19 | 19 | 1.98% | 2.78% | 3.34% | Q4 2017 | Q2 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Diligent Investors, LLC | 19 | 19 | 0.15% | 0.20% | 0.25% | Q1 2019 | Q3 2023 | 19 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 15 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q2 2023 | 19 |
Bank Pictet & Cie (Europe) AG | 17 | 2 | 0.04% | 1.64% | 2.43% | Q3 2016 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Smith & Howard Wealth Management, LLC | 13 | 3 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q2 2023 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 1 | 0.02% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Mizuho Securities Co. Ltd. | 14 | 5 | 0.02% | 0.63% | 2.60% | Q4 2018 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.07% | 0.22% | Q3 2013 | Q1 2023 | 19 |
Berkeley Capital Partners, LLC | 19 | 19 | 0.14% | 0.39% | 0.62% | Q4 2015 | Q2 2020 | 19 |
DEARBORN PARTNERS LLC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
BDO Wealth Advisors, LLC | 14 | 5 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 19 |
Roundview Capital LLC | 18 | 1 | 0.15% | 0.29% | 0.34% | Q2 2018 | Q3 2023 | 19 |
JGP Global Gestao de Recursos Ltda. | 19 | 19 | 0.09% | 0.77% | 5.86% | Q1 2019 | Q3 2023 | 19 |
MIROVA | 19 | 19 | 0.01% | 0.57% | 0.99% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 19 | 19 | 0.00% | 0.20% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 17 | 2 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2020 | 19 |
Rhenman & Partners Asset Management AB | 16 | 1 | 0.14% | 1.08% | 2.13% | Q4 2013 | Q3 2023 | 19 |
FCM INVESTMENTS/TX | 19 | 19 | 1.77% | 3.35% | 7.51% | Q2 2013 | Q4 2017 | 19 |
SWS Partners | 11 | 2 | 0.28% | 0.65% | 1.36% | Q2 2018 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.02% | 0.09% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Banco Santander, S.A. | 19 | 19 | 0.00% | 0.07% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Cetera Investment Advisers | 15 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 19 |
Maryland Capital Management | 18 | 1 | 0.03% | 1.33% | 2.09% | Q2 2013 | Q3 2022 | 19 |
Polar Capital LLP | 12 | 1 | 0.03% | 0.35% | 0.72% | Q3 2014 | Q3 2020 | 19 |
Hills Bank & Trust Co | 19 | 19 | 0.08% | 0.29% | 0.45% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
REGENTATLANTIC CAPITAL LLC | 17 | 1 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Grove Bank & Trust | 13 | 5 | 0.00% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 18 |
NS Partners Ltd | 18 | 18 | 0.56% | 0.96% | 1.28% | Q2 2019 | Q3 2023 | 18 |
IMA Wealth, Inc. | 18 | 18 | 0.37% | 0.80% | 1.41% | Q2 2019 | Q3 2023 | 18 |
BALDWIN BROTHERS LLC/MA | 10 | 4 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2023 | 18 |
Private Wealth Advisors, LLC | 14 | 4 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.10% | 0.15% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Sunbelt Securities, Inc. | 18 | 18 | 0.02% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
SHAKER INVESTMENTS LLC/OH | 15 | 3 | 0.27% | 0.98% | 1.92% | Q4 2013 | Q4 2019 | 18 |
BRR OpCo, LLC | 13 | 2 | 0.02% | 0.21% | 0.35% | Q4 2013 | Q1 2022 | 18 |
Ativo Capital Management LLC | 18 | 18 | 0.41% | 0.53% | 0.62% | Q1 2018 | Q2 2022 | 18 |
Jupiter Investment Management Ltd | 14 | 1 | 0.00% | 0.55% | 1.75% | Q4 2014 | Q2 2020 | 18 |
OppenheimerFunds, Inc. | 14 | 4 | 0.00% | 0.10% | 0.29% | Q4 2013 | Q1 2019 | 18 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 15 | 3 | 0.03% | 1.26% | 2.37% | Q2 2018 | Q3 2023 | 18 |
Caprock Group, LLC | 16 | 1 | 0.04% | 0.08% | 0.11% | Q3 2016 | Q3 2023 | 18 |
People's United Financial, Inc. | 9 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 18 |
Wealthcare Advisory Partners LLC | 14 | 4 | 0.00% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 18 |
Altman Advisors, Inc. | 17 | 1 | 0.75% | 0.97% | 1.30% | Q1 2019 | Q3 2023 | 18 |
Mirador Capital Partners LP | 18 | 18 | 0.11% | 0.27% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Symmetry Partners, LLC | 14 | 4 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q4 2023 | 18 |
Private Portfolio Partners LLC | 18 | 18 | 0.10% | 0.16% | 0.25% | Q2 2019 | Q3 2023 | 18 |
PFG Advisors | 18 | 18 | 0.13% | 0.18% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Tower View Wealth Management LLC | 12 | 6 | 0.00% | 0.81% | 1.44% | Q4 2018 | Q3 2023 | 18 |
OSSIAM | 13 | 1 | 0.00% | 0.14% | 1.09% | Q4 2018 | Q3 2023 | 18 |
PRIVATE TRUST CO NA | 8 | 4 | 0.00% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 18 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 18 | 18 | 0.09% | 0.43% | 0.74% | Q2 2019 | Q3 2023 | 18 |
Canal Capital Management, LLC | 18 | 18 | 0.38% | 0.51% | 0.66% | Q2 2019 | Q3 2023 | 18 |
Dana Investment Advisors, Inc. | 18 | 18 | 0.02% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.03% | 0.42% | 0.76% | Q2 2019 | Q3 2023 | 18 |
CENTRAL BANK & TRUST CO | 18 | 18 | 0.44% | 1.03% | 1.38% | Q2 2019 | Q3 2023 | 18 |
National Mutual Insurance Federation of Agricultural Cooperatives | 18 | 18 | 0.01% | 0.17% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Eventide Asset Management | 18 | 18 | 0.27% | 0.36% | 0.45% | Q2 2019 | Q3 2023 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 4 | 0.01% | 0.08% | 0.16% | Q1 2016 | Q1 2021 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.41% | 1.19% | Q4 2013 | Q3 2023 | 18 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.27% | 0.76% | Q4 2013 | Q3 2022 | 18 |
Larson Financial Group LLC | 14 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 18 |
SEEYOND | 17 | 17 | 0.03% | 0.12% | 0.17% | Q4 2018 | Q4 2022 | 17 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 17 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 17 |
Dakota Wealth Management | 14 | 1 | 0.04% | 0.09% | 0.25% | Q1 2019 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.01% | 0.18% | 0.29% | Q4 2016 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q2 2021 | 17 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.04% | 0.16% | 0.57% | Q2 2015 | Q3 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.03% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 17 |
AEGON ASSET MANAGEMENT UK PLC | 17 | 17 | 0.54% | 1.04% | 2.14% | Q1 2018 | Q1 2022 | 17 |
Terra Nova Asset Management LLC | 9 | 8 | 1.46% | 2.02% | 2.90% | Q1 2017 | Q4 2022 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q2 2022 | 17 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.00% | 0.37% | 1.08% | Q1 2016 | Q1 2023 | 17 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2014 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.02% | 0.27% | 0.80% | Q4 2019 | Q4 2023 | 17 |
LOOMIS SAYLES & CO L P | 15 | 2 | 0.04% | 0.80% | 1.08% | Q4 2013 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 15 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
CHICAGO EQUITY PARTNERS LLC | 12 | 1 | 0.01% | 0.14% | 0.75% | Q2 2013 | Q2 2019 | 17 |
COOKSON PEIRCE & CO INC | 7 | 1 | 0.02% | 0.73% | 3.73% | Q2 2013 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 16 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.08% | 0.13% | 0.18% | Q1 2018 | Q1 2022 | 17 |
Virtu KCG Holdings LLC | 9 | 6 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q2 2017 | 17 |
Simplicity Solutions, LLC | 14 | 1 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
VONTOBEL ASSET MANAGEMENT INC | 16 | 1 | 0.08% | 0.88% | 1.53% | Q3 2013 | Q3 2023 | 17 |
ClearBridge Investments | 16 | 1 | 0.00% | 0.28% | 0.61% | Q2 2013 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 14 | 3 | 0.00% | 0.90% | 1.25% | Q4 2015 | Q2 2023 | 17 |
Calamos Wealth Management LLC | 14 | 1 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q2 2022 | 17 |
HOWARD CAPITAL MANAGEMENT | 16 | 1 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2020 | 17 |
Kinneret Advisory, LLC | 16 | 1 | 0.11% | 0.16% | 0.57% | Q4 2018 | Q2 2023 | 17 |
MGO ONE SEVEN LLC | 9 | 2 | 0.04% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 17 |
Summit Trail Advisors, LLC | 11 | 1 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 17 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 2 | 0.74% | 1.35% | 2.10% | Q1 2018 | Q3 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.08% | 0.11% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.31% | 1.18% | Q2 2013 | Q2 2017 | 17 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 11 | 3 | 0.02% | 1.30% | 4.80% | Q1 2015 | Q4 2019 | 17 |
Capital Investment Counsel, Inc | 16 | 1 | 0.04% | 0.13% | 0.16% | Q3 2017 | Q4 2021 | 17 |
Karp Capital Management Corp | 16 | 1 | 0.10% | 0.65% | 0.99% | Q1 2017 | Q4 2021 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Broadleaf Partners, LLC | 16 | 16 | 1.89% | 2.46% | 3.32% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.16% | 0.21% | 0.24% | Q4 2019 | Q3 2023 | 16 |
James Hambro & Partners | 16 | 16 | 0.10% | 2.64% | 4.97% | Q4 2019 | Q3 2023 | 16 |
J Arnold Wealth Management Co | 16 | 16 | 0.88% | 4.98% | 10.63% | Q4 2019 | Q3 2023 | 16 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 16 |
Johnson Financial Group, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.42% | 0.76% | 1.31% | Q4 2019 | Q3 2023 | 16 |
ROPES WEALTH ADVISORS LLC | 12 | 4 | 0.00% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 2 | 0.00% | 0.22% | 0.44% | Q4 2018 | Q3 2023 | 16 |
Ziegler Capital Management, LLC | 15 | 1 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 16 |
Vestcor Inc | 16 | 16 | 0.06% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
WESBANCO BANK INC | 5 | 2 | 0.01% | 0.09% | 0.25% | Q4 2015 | Q3 2023 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 12 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.09% | 0.23% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Confluence Wealth Management LLC | 16 | 16 | 0.29% | 0.79% | 1.03% | Q4 2016 | Q3 2020 | 16 |
DOWLING & YAHNKE LLC | 16 | 16 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2022 | 16 |
Epoch Investment Partners, Inc. | 16 | 16 | 0.02% | 0.09% | 0.15% | Q1 2019 | Q4 2022 | 16 |
Mirova US LLC | 16 | 16 | 0.30% | 1.70% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.25% | 0.36% | 0.51% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.24% | 0.70% | Q2 2018 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.04% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
RPG Investment Advisory, LLC | 7 | 3 | 0.00% | 1.31% | 2.98% | Q1 2019 | Q3 2023 | 16 |
Capital International, Inc./CA/ | 15 | 1 | 0.13% | 0.31% | 0.60% | Q2 2019 | Q3 2023 | 16 |
ALTFEST L J & CO INC | 14 | 2 | 0.06% | 0.16% | 0.27% | Q2 2019 | Q3 2023 | 16 |
Fieldpoint Private Securities, LLC | 9 | 7 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q2 2022 | 16 |
Gerber Kawasaki Wealth & Investment Management | 14 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 0.44% | 0.60% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Capital Impact Advisors, LLC | 15 | 1 | 0.45% | 0.67% | 1.04% | Q2 2016 | Q2 2020 | 16 |
HANSEATIC MANAGEMENT SERVICES INC | 13 | 1 | 0.04% | 0.63% | 1.08% | Q1 2016 | Q4 2021 | 16 |
BOSTON FINANCIAL MANGEMENT LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Tidal Investments LLC | 16 | 16 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
BKS ADVISORS, LLC | 10 | 6 | 0.10% | 0.32% | 1.06% | Q1 2015 | Q1 2019 | 16 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 16 | 0.00% | 0.20% | 0.39% | Q2 2016 | Q1 2020 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.14% | 0.24% | 0.39% | Q4 2019 | Q3 2023 | 16 |
SECTORAL ASSET MANAGEMENT INC | 15 | 1 | 0.04% | 1.11% | 2.98% | Q4 2013 | Q3 2018 | 16 |
CHILTON INVESTMENT CO INC. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2022 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 13 | 1 | 0.03% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 16 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.28% | 0.39% | 0.59% | Q2 2013 | Q1 2017 | 16 |
AGF Investments LLC | 15 | 1 | 0.00% | 0.13% | 0.58% | Q4 2016 | Q4 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2017 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DUPONT CAPITAL MANAGEMENT CORP | 10 | 6 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q4 2022 | 16 |
COLONY GROUP LLC | 13 | 3 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 16 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.07% | 0.45% | Q4 2013 | Q3 2023 | 16 |
Catalyst Capital Advisors LLC | 12 | 4 | 0.00% | 0.21% | 1.34% | Q1 2016 | Q3 2023 | 16 |
CAXTON ASSOCIATES LP | 7 | 2 | 0.03% | 0.48% | 1.36% | Q4 2017 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Private Wealth Partners, LLC | 13 | 3 | 0.07% | 0.23% | 0.43% | Q4 2017 | Q3 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 5 | 0.02% | 0.08% | 0.14% | Q2 2017 | Q4 2022 | 16 |
Elite Wealth Management, Inc. | 15 | 1 | 0.01% | 0.58% | 1.98% | Q3 2013 | Q3 2023 | 16 |
Russell Clark Investment Management Ltd | 10 | 6 | 0.08% | 0.92% | 1.93% | Q2 2017 | Q3 2021 | 16 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 16 |
Vigilare Wealth Management | 14 | 2 | 0.16% | 0.24% | 0.32% | Q4 2019 | Q4 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.21% | 0.38% | 0.49% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 16 |
CHURCHILL MANAGEMENT Corp | 13 | 1 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 16 |
Baader Bank Aktiengesellschaft | 6 | 6 | 0.13% | 0.58% | 1.10% | Q2 2022 | Q3 2023 | 16 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.12% | 0.56% | Q2 2015 | Q3 2023 | 16 |
TOTH FINANCIAL ADVISORY CORP | 16 | 16 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Global Wealth Management Investment Advisory, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 8 | 1 | 0.00% | 0.04% | 0.30% | Q1 2017 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Hartford Financial Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPITAL ONE, NATIONAL ASSOCIATION | 15 | 15 | 0.22% | 0.42% | 0.69% | Q4 2014 | Q2 2018 | 15 |
Virtue Capital Management, LLC | 8 | 3 | 0.10% | 0.25% | 0.41% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Sargent Bickham Lagudis LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 15 |
Parkside Investments, LLC | 11 | 4 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 15 |
Covington Capital Management | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.14% | 0.22% | 0.36% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
Cable Hill Partners, LLC | 10 | 1 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 15 |
Edgemoor Investment Advisors, Inc. | 10 | 5 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2021 | 15 |
Yorktown Management & Research Co Inc | 5 | 1 | 0.04% | 0.21% | 0.33% | Q2 2013 | Q2 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Sarasin & Partners LLP | 15 | 15 | 0.12% | 0.99% | 1.80% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q4 2016 | 15 |
GAMBLE JONES INVESTMENT COUNSEL | 11 | 4 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2022 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.18% | 0.34% | Q1 2017 | Q3 2020 | 15 |
Jackson Square Partners, LLC | 15 | 15 | 0.28% | 0.89% | 1.92% | Q1 2020 | Q3 2023 | 15 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q4 2016 | 15 |
RMR Wealth Builders | 14 | 1 | 0.09% | 0.38% | 0.88% | Q4 2019 | Q3 2023 | 15 |
Sustainable Growth Advisers, LP | 14 | 1 | 1.80% | 2.52% | 3.40% | Q2 2013 | Q2 2023 | 15 |
MONTAG A & ASSOCIATES INC | 15 | 15 | 0.33% | 0.55% | 0.92% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.15% | 0.23% | 0.29% | Q1 2020 | Q3 2023 | 15 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 1.44% | 4.42% | Q4 2014 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.17% | 0.23% | 0.31% | Q1 2020 | Q3 2023 | 15 |
TRILLIUM ASSET MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.07% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Keebeck Wealth Management, LLC | 14 | 1 | 0.04% | 0.39% | 0.64% | Q4 2019 | Q3 2023 | 15 |
FIRST NATIONAL TRUST CO | 14 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 15 |
SANDLER CAPITAL MANAGEMENT | 7 | 2 | 0.16% | 0.79% | 1.80% | Q3 2016 | Q2 2023 | 15 |
EXANE DERIVATIVES | 15 | 15 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q2 2022 | 15 |
Boston Trust Walden Corp | 15 | 15 | 0.04% | 0.21% | 0.40% | Q1 2020 | Q3 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 15 |
KLINGENSTEIN FIELDS & CO LP | 15 | 15 | 0.87% | 1.13% | 1.48% | Q1 2020 | Q3 2023 | 15 |
RPg Family Wealth Advisory, LLC | 11 | 4 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2022 | 15 |
Clal Insurance Enterprises Holdings Ltd | 8 | 1 | 0.01% | 0.31% | 1.18% | Q4 2018 | Q3 2023 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.04% | 0.18% | 0.36% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 2.56% | 7.36% | 11.93% | Q1 2020 | Q3 2023 | 15 |
NWAM LLC | 15 | 15 | 0.02% | 0.24% | 0.50% | Q1 2020 | Q3 2023 | 15 |
HighTower Trust Company, N.A. | 12 | 3 | 0.48% | 0.91% | 1.32% | Q2 2019 | Q1 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
C M BIDWELL & ASSOCIATES LTD | 4 | 2 | 0.00% | 0.35% | 1.06% | Q1 2017 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 13 | 1 | 0.04% | 0.09% | 0.18% | Q3 2019 | Q3 2023 | 15 |
PDT Partners, LLC | 10 | 5 | 0.02% | 0.29% | 0.59% | Q3 2014 | Q1 2022 | 15 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 15 | 15 | 0.02% | 0.14% | 0.73% | Q1 2020 | Q3 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.22% | 0.51% | 0.86% | Q1 2020 | Q3 2023 | 15 |
AIMZ Investment Advisors, LLC | 7 | 1 | 0.11% | 0.14% | 0.15% | Q3 2018 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.34% | 0.46% | 0.56% | Q4 2019 | Q3 2023 | 15 |
DILLON & ASSOCIATES INC | 15 | 15 | 0.41% | 0.98% | 1.50% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.60% | 1.01% | 1.32% | Q1 2020 | Q3 2023 | 15 |
Triodos Investment Management BV | 15 | 15 | 0.37% | 2.02% | 4.70% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 13 | 2 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Foresight Wealth Management, LLC | 15 | 15 | 0.01% | 0.15% | 0.22% | Q1 2019 | Q3 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Hyperion Asset Management Ltd | 15 | 15 | 1.19% | 2.30% | 3.54% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 9 | 2 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q4 2023 | 15 |
Sepio Capital, LP | 15 | 15 | 0.04% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.04% | 0.11% | 0.39% | Q4 2019 | Q3 2023 | 15 |
GLG LLC | 11 | 4 | 0.05% | 0.11% | 0.27% | Q1 2014 | Q4 2017 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.04% | 0.17% | 0.25% | Q4 2015 | Q3 2023 | 15 |
Wambolt & Associates, LLC | 14 | 14 | 0.18% | 0.23% | 0.30% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.25% | 0.33% | 0.42% | Q2 2020 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 6 | 0.04% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 14 |
Midwest Professional Planners, LTD. | 10 | 1 | 0.00% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 14 |
Chesapeake Wealth Management | 6 | 1 | 0.07% | 0.16% | 0.39% | Q1 2018 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 1 | 0.18% | 0.30% | 0.48% | Q2 2019 | Q3 2023 | 14 |
DSM CAPITAL PARTNERS LLC | 9 | 1 | 0.01% | 1.55% | 4.65% | Q2 2013 | Q1 2020 | 14 |
NIPPON LIFE INSURANCE CO | 7 | 3 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 14 |
Douglas Lane & Associates, LLC | 14 | 14 | 0.04% | 0.15% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 8 | 1 | 0.00% | 0.22% | 0.72% | Q3 2013 | Q3 2021 | 14 |
Values First Advisors, Inc. | 14 | 14 | 0.22% | 0.27% | 0.43% | Q2 2020 | Q3 2023 | 14 |
EagleClaw Capital Managment, LLC | 14 | 14 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 1 | 0.00% | 0.01% | 0.14% | Q3 2018 | Q3 2023 | 14 |
AHL Partners LLP | 14 | 14 | 0.03% | 0.13% | 0.39% | Q3 2014 | Q4 2017 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 14 |
SouthState Corp | 14 | 14 | 0.36% | 0.69% | 1.03% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Marks Group Wealth Management, Inc | 14 | 14 | 0.32% | 0.38% | 0.45% | Q2 2020 | Q3 2023 | 14 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 13 | 1 | 0.04% | 0.08% | 0.24% | Q1 2013 | Q4 2017 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2016 | 14 |
SECOR Capital Advisors, LP | 7 | 7 | 0.01% | 0.19% | 0.35% | Q3 2017 | Q1 2019 | 14 |
Venture Visionary Partners LLC | 9 | 5 | 0.05% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 14 |
MANNING & NAPIER ADVISORS LLC | 14 | 14 | 0.26% | 0.56% | 1.73% | Q2 2014 | Q3 2017 | 14 |
Sharkey, Howes & Javer | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.09% | 0.32% | 0.46% | Q2 2020 | Q3 2023 | 14 |
BANK HAPOALIM BM | 11 | 3 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.01% | 0.03% | 0.19% | Q2 2018 | Q3 2021 | 14 |
WoodTrust Financial Corp | 14 | 14 | 0.06% | 0.17% | 0.27% | Q2 2020 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 14 |
A.R.T. Advisors, LLC | 3 | 1 | 0.03% | 0.18% | 0.42% | Q2 2013 | Q1 2019 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.07% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 10 | 4 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.16% | 0.24% | 0.34% | Q4 2019 | Q1 2023 | 14 |
JACKSON SQUARE CAPITAL, LLC | 10 | 4 | 0.14% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
Heritage Trust Co | 14 | 14 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Community Capital Management, LLC | 14 | 14 | 0.33% | 0.63% | 0.98% | Q4 2018 | Q1 2022 | 14 |
Aubrey Capital Management Ltd | 7 | 2 | 1.86% | 2.36% | 3.69% | Q2 2018 | Q1 2022 | 14 |
United Capital Management of KS, Inc. | 8 | 1 | 0.08% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 14 |
OAK ASSOCIATES LTD /OH/ | 14 | 14 | 0.04% | 0.45% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 10 | 4 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
MURPHY CAPITAL MANAGEMENT INC | 14 | 14 | 0.22% | 0.34% | 0.63% | Q1 2019 | Q2 2022 | 14 |
S.A. Mason LLC | 10 | 4 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 14 |
CWA Asset Management Group, LLC | 11 | 3 | 0.02% | 0.14% | 0.27% | Q1 2017 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Texas Yale Capital Corp. | 9 | 1 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 14 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 1 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 14 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
COMGEST GLOBAL INVESTORS S.A.S. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 14 |
B. Riley Wealth Management, Inc. | 12 | 2 | 0.00% | 0.06% | 0.10% | Q3 2018 | Q2 2022 | 14 |
Legacy Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 13 |
Merit Financial Group, LLC | 7 | 6 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.08% | 0.13% | 0.20% | Q3 2020 | Q3 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Freedom Investment Management, Inc. | 9 | 1 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 13 | 13 | 0.02% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
FULTON BANK, N.A. | 11 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2023 | 13 |
Teamwork Financial Advisors, LLC | 8 | 5 | 0.04% | 0.34% | 1.14% | Q2 2020 | Q3 2023 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 10 | 3 | 0.29% | 1.80% | 3.38% | Q1 2020 | Q3 2023 | 13 |
Great Diamond Partners, LLC | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
SpiderRock Advisors, LLC | 8 | 3 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.19% | 0.51% | Q1 2018 | Q3 2023 | 13 |
Crestwood Advisors Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.08% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 13 | 13 | 0.13% | 0.70% | 0.98% | Q4 2016 | Q4 2019 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 13 |
J. W. Coons Advisors, LLC | 13 | 13 | 0.08% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 2.54% | 3.55% | 4.02% | Q2 2019 | Q2 2022 | 13 |
Bellecapital International Ltd. | 8 | 5 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Daiwa SB Investments Ltd. | 13 | 13 | 0.11% | 0.25% | 0.32% | Q1 2016 | Q1 2019 | 13 |
Bruderman Asset Management, LLC | 13 | 13 | 0.37% | 0.93% | 1.53% | Q2 2019 | Q2 2022 | 13 |
New Harbor Financial Group, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 13 |
TimeScale Financial, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
YorkBridge Wealth Partners, LLC | 8 | 5 | 0.01% | 0.37% | 0.69% | Q2 2018 | Q2 2022 | 13 |
BESSEMER SECURITIES LLC | 13 | 13 | 0.12% | 0.21% | 0.48% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.03% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Mariner, LLC | 8 | 5 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 5 | 4 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q2 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2022 | 13 |
RB Capital Management, LLC | 13 | 13 | 0.11% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.69% | 0.83% | 0.94% | Q3 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 10 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Ensemble Capital Management | 11 | 2 | 0.26% | 3.27% | 6.72% | Q4 2015 | Q1 2022 | 13 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.30% | 1.54% | Q2 2016 | Q3 2023 | 13 |
SIT INVESTMENT ASSOCIATES INC | 12 | 1 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q3 2021 | 13 |
MOTCO | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Meristem Family Wealth, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q1 2022 | 13 |
Cornerstone Capital, Inc. | 13 | 13 | 0.07% | 0.29% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Vantage Investment Partners, LLC | 13 | 13 | 0.24% | 1.42% | 4.63% | Q3 2020 | Q3 2023 | 13 |
Icon Wealth Partners, LLC | 8 | 1 | 0.01% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 13 |
Verdence Capital Advisors LLC | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 13 | 13 | 0.05% | 0.15% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.07% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2019 | 13 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 13 |
Laurel Wealth Advisors, Inc. | 10 | 3 | 0.03% | 0.06% | 0.11% | Q1 2018 | Q4 2022 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
OAKBROOK INVESTMENTS LLC | 5 | 1 | 0.01% | 0.13% | 0.24% | Q2 2013 | Q4 2019 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 13 |
Strategic Wealth Partners, Ltd. | 9 | 4 | 0.00% | 0.16% | 0.32% | Q4 2018 | Q3 2022 | 13 |
Callahan Advisors, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Palisade Asset Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Stokes Family Office, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.02% | 0.09% | 0.29% | Q4 2018 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Fiera Capital Corp | 9 | 1 | 0.00% | 0.07% | 0.13% | Q4 2013 | Q2 2023 | 13 |
Capula Management Ltd | 5 | 1 | 0.00% | 0.06% | 0.19% | Q1 2021 | Q3 2023 | 13 |
TOWNSQUARE CAPITAL LLC | 13 | 13 | 0.01% | 0.26% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Orion Capital Management LLC | 12 | 12 | 1.98% | 2.44% | 2.84% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Maven Securities LTD | 6 | 2 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q2 2023 | 12 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.09% | 0.31% | Q4 2019 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 12 |
True North Advisors, LLC | 8 | 4 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.12% | Q4 2018 | Q3 2021 | 12 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q2 2023 | 12 |
Lavaca Capital LLC | 6 | 6 | 0.11% | 0.18% | 0.32% | Q4 2018 | Q4 2021 | 12 |
HARDING LOEVNER LP | 12 | 12 | 0.72% | 0.91% | 1.15% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2018 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Arlington Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 5 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 12 |
Hodges Capital Management Inc. | 12 | 12 | 0.03% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Granite Investment Advisors, LLC | 11 | 1 | 0.08% | 0.46% | 0.72% | Q4 2017 | Q3 2021 | 12 |
AlphaCentric Advisors LLC | 7 | 5 | 0.44% | 0.73% | 1.31% | Q2 2020 | Q3 2023 | 12 |
Freestone Capital Holdings, LLC | 8 | 1 | 0.00% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 12 |
Phoenix Holdings Ltd. | 9 | 3 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Independence Advisors, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2020 | 12 |
Portland Hill Asset Management Ltd | 12 | 12 | 0.05% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
McKinley Carter Wealth Services, Inc. | 7 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.46% | 0.61% | 0.74% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.20% | 0.28% | 0.35% | Q4 2016 | Q3 2019 | 12 |
Holocene Advisors, LP | 11 | 1 | 0.01% | 0.46% | 0.86% | Q2 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.55% | 0.75% | 0.92% | Q4 2016 | Q3 2019 | 12 |
Nelson Capital Management, LLC | 7 | 1 | 0.00% | 0.17% | 1.99% | Q2 2013 | Q2 2019 | 12 |
Keel Point, LLC | 8 | 4 | 0.03% | 0.11% | 0.23% | Q3 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Main Street Research LLC | 6 | 1 | 0.03% | 0.48% | 2.46% | Q2 2013 | Q3 2023 | 12 |
Summit Global Investments | 12 | 12 | 0.08% | 0.57% | 1.36% | Q2 2018 | Q1 2021 | 12 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2018 | 12 |
USCA RIA LLC | 12 | 12 | 0.02% | 0.05% | 0.16% | Q3 2018 | Q2 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.79% | 1.00% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.39% | 0.61% | 0.81% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.16% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.25% | 0.31% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.10% | 0.27% | Q4 2016 | Q4 2022 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 0.67% | 2.04% | 4.07% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.19% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 8 | 4 | 0.07% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.15% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Artemis Investment Management LLP | 6 | 1 | 0.01% | 0.24% | 0.77% | Q3 2017 | Q2 2022 | 12 |
2Xideas AG | 12 | 12 | 0.82% | 1.01% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Magellan Asset Management Ltd | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.17% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.69% | 1.99% | 2.42% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.09% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Avalon Investment & Advisory | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 1.66% | 2.14% | 2.53% | Q4 2020 | Q3 2023 | 12 |
FIRST UNITED BANK & TRUST | 12 | 12 | 0.11% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Prospect Hill Management, LLC | 12 | 12 | 2.08% | 2.80% | 3.40% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.03% | 0.25% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.04% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Jump Financial, LLC | 8 | 4 | 0.02% | 0.09% | 0.31% | Q3 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DUNCKER STREETT & CO INC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
QCM Cayman, Ltd. | 3 | 1 | 0.06% | 0.93% | 4.95% | Q2 2013 | Q3 2021 | 12 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
QVR LLC | 3 | 2 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q3 2022 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.69% | 0.95% | 1.16% | Q4 2016 | Q3 2019 | 12 |
PAX Financial Group, LLC | 12 | 12 | 0.08% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Stewart Asset Management, LLC | 12 | 12 | 4.72% | 5.47% | 6.95% | Q1 2020 | Q4 2022 | 12 |
Texas Capital Bank Wealth Management Services Inc | 12 | 12 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.05% | 0.29% | 0.75% | Q4 2013 | Q3 2023 | 12 |
Waverly Advisors, LLC | 5 | 3 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.01% | 0.08% | 0.22% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q1 2016 | 12 |
PRIO WEALTH LIMITED PARTNERSHIP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 4 | 0.00% | 0.16% | 1.82% | Q2 2013 | Q1 2023 | 12 |
Redwood Investments, LLC | 12 | 12 | 0.03% | 0.24% | 0.44% | Q1 2019 | Q4 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.05% | 0.30% | 0.61% | Q1 2014 | Q2 2021 | 12 |
NICOLET ADVISORY SERVICES, LLC | 8 | 4 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 12 |
PIN OAK INVESTMENT ADVISORS INC | 11 | 1 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Pictet North America Advisors SA | 7 | 5 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 12 |
London & Capital Asset Management Ltd | 12 | 12 | 1.04% | 1.60% | 2.11% | Q4 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 12 |
Hirtle Callaghan & Co LLC | 10 | 2 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2017 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 12 |
Nicholas Investment Partners, LP | 9 | 3 | 0.21% | 0.34% | 0.58% | Q1 2016 | Q1 2019 | 12 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 12 | 12 | 0.02% | 0.39% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.60% | 0.83% | 0.98% | Q4 2018 | Q3 2021 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.21% | 0.24% | 0.29% | Q4 2018 | Q3 2021 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.26% | 0.37% | 0.50% | Q4 2020 | Q3 2023 | 12 |
IBERIABANK CORP | 12 | 12 | 0.07% | 0.12% | 0.18% | Q3 2017 | Q2 2020 | 12 |
Northstar Group, Inc. | 12 | 12 | 0.07% | 0.11% | 0.13% | Q2 2019 | Q1 2022 | 12 |
AIA Group Ltd | 11 | 11 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Geller Advisors LLC | 6 | 5 | 0.04% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q4 2017 | 11 |
Accredited Investors Inc. | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Magnus Financial Group LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 11 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.75% | 0.93% | 1.06% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Personal Capital Advisors Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.23% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.02% | 0.40% | 0.78% | Q1 2021 | Q3 2023 | 11 |
Aries Wealth Management | 6 | 5 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
FormulaFolio Investments, LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2021 | 11 |
SteelPeak Wealth, LLC | 11 | 11 | 0.02% | 0.37% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2019 | 11 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 7 | 4 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
WealthTrust-Arizona, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2018 | 11 |
HWG Holdings LP | 10 | 1 | 0.00% | 2.01% | 6.56% | Q3 2017 | Q4 2021 | 11 |
ARROW FINANCIAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 11 |
Crossvault Capital Management LLC | 11 | 11 | 0.40% | 1.67% | 2.12% | Q4 2018 | Q2 2021 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Global X Management CO LLC | 9 | 2 | 0.00% | 1.13% | 4.02% | Q2 2015 | Q2 2018 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 10 | 1 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.09% | 0.21% | Q3 2017 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.19% | 0.61% | Q4 2020 | Q4 2023 | 11 |
Oak Harvest Investment Services | 11 | 11 | 0.15% | 0.89% | 1.29% | Q1 2021 | Q3 2023 | 11 |
CULLINAN ASSOCIATES INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
QUALCOMM INC/DE | 5 | 2 | 0.00% | 0.49% | 1.46% | Q2 2013 | Q2 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.03% | 0.29% | Q4 2017 | Q2 2023 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.31% | 0.78% | 1.65% | Q2 2013 | Q4 2015 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 11 |
Chapman Investment Management, LLC | 11 | 11 | 0.69% | 0.93% | 1.08% | Q4 2019 | Q2 2022 | 11 |
KG&L Capital Management,LLC | 11 | 11 | 0.12% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.16% | 0.25% | 0.30% | Q4 2019 | Q2 2022 | 11 |
Alhambra Investment Management LLC | 11 | 11 | 0.64% | 0.90% | 1.14% | Q1 2021 | Q3 2023 | 11 |
Assured Investment Management LLC | 6 | 1 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q1 2019 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
BIRINYI ASSOCIATES INC | 4 | 1 | 0.09% | 0.24% | 0.43% | Q2 2013 | Q1 2020 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.14% | 0.33% | 0.46% | Q2 2020 | Q4 2022 | 11 |
Disciplined Investments, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Concert Wealth Management Inc. | 9 | 9 | 0.00% | 0.30% | 1.36% | Q2 2015 | Q2 2017 | 11 |
WBH ADVISORY INC | 11 | 11 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q1 2021 | 11 |
Enterprise Bank & Trust Co | 11 | 11 | 0.37% | 0.57% | 0.70% | Q4 2019 | Q2 2022 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.09% | 0.36% | Q4 2022 | Q3 2023 | 11 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Euclid Advisors LLC | 6 | 2 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2016 | 11 |
Ullmann Wealth Partners Group, LLC | 7 | 4 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.45% | 0.80% | Q4 2020 | Q2 2023 | 11 |
GUYASUTA INVESTMENT ADVISORS INC | 7 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Partnervest Advisory Services LLC | 5 | 2 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q2 2018 | 11 |
Navalign, LLC | 11 | 11 | 0.15% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
MITCHELL SINKLER & STARR/PA | 11 | 11 | 0.09% | 0.16% | 0.36% | Q1 2021 | Q3 2023 | 11 |
NewSquare Capital LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 11 |
Woodline Partners LP | 6 | 1 | 0.20% | 0.62% | 1.23% | Q2 2020 | Q3 2023 | 11 |
EMC Capital Management | 11 | 11 | 0.15% | 0.40% | 0.58% | Q4 2020 | Q2 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
Cinctive Capital Management LP | 6 | 1 | 0.05% | 0.36% | 0.73% | Q4 2019 | Q2 2023 | 11 |
Visionary Wealth Advisors | 7 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 11 |
LexAurum Advisors, LLC | 7 | 4 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.05% | 0.12% | Q3 2018 | Q1 2023 | 11 |
Capital Analysts, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 8 | 3 | 0.08% | 0.16% | 0.23% | Q1 2016 | Q2 2022 | 11 |
Chicago Capital, LLC | 10 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q4 2021 | 11 |
ENCOMPASS WEALTH ADVISORS, LLC | 7 | 4 | 0.08% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Circle Wealth Management, LLC | 11 | 11 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q2 2021 | 11 |
BRISTOL JOHN W & CO INC /NY/ | 11 | 11 | 1.02% | 1.70% | 2.47% | Q1 2021 | Q3 2023 | 11 |
CHICAGO TRUST Co NA | 10 | 1 | 0.10% | 0.18% | 0.34% | Q4 2020 | Q3 2023 | 11 |
NORTHSTAR ASSET MANAGEMENT LLC | 7 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.16% | 0.17% | 0.26% | Q2 2013 | Q4 2015 | 11 |
Trust Co | 11 | 11 | 0.02% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Mayflower Financial Advisors, LLC | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Waldron Private Wealth LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 11 |
High Pines Wealth Management, LLC | 6 | 5 | 0.40% | 1.18% | 2.36% | Q4 2020 | Q3 2023 | 11 |
9258 Wealth Management, LLC | 7 | 4 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Farmers & Merchants Trust Co of Long Beach | 6 | 4 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 10 |
Cavalier Investments, LLC | 10 | 10 | 0.28% | 0.45% | 0.73% | Q4 2016 | Q1 2019 | 10 |
M Holdings Securities, Inc. | 5 | 1 | 0.06% | 0.11% | 0.16% | Q2 2018 | Q1 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.11% | 0.38% | 0.57% | Q1 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 9 | 1 | 0.01% | 0.14% | 0.23% | Q3 2019 | Q1 2022 | 10 |
STOCK YARDS BANK & TRUST CO | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2023 | 10 |
RDA Financial Network | 10 | 10 | 0.12% | 0.75% | 1.22% | Q2 2021 | Q3 2023 | 10 |
Aft, Forsyth & Sober, LLC | 9 | 1 | 0.05% | 0.53% | 0.70% | Q4 2019 | Q3 2023 | 10 |
Capital Wealth Planning, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 10 |
FT Options LLC | 7 | 7 | 0.02% | 0.28% | 0.86% | Q1 2016 | Q3 2017 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Aaron Wealth Advisors LLC | 5 | 1 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 0.16% | 0.93% | 1.42% | Q2 2021 | Q3 2023 | 10 |
PARK CIRCLE Co | 7 | 3 | 0.13% | 0.59% | 0.92% | Q2 2014 | Q3 2022 | 10 |
GAM SYSTEMATIC LLP | 6 | 2 | 0.02% | 0.15% | 0.28% | Q4 2014 | Q3 2017 | 10 |
Numeric Investors LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q4 2017 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 2.22% | 3.02% | 4.21% | Q4 2020 | Q3 2023 | 10 |
Nova R Wealth, Inc. | 8 | 8 | 0.16% | 4.50% | 10.02% | Q4 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
RAND WEALTH, LLC | 9 | 1 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2015 | 10 |
JUPITER ASSET MANAGEMENT LTD | 9 | 1 | 0.05% | 0.24% | 0.71% | Q3 2020 | Q3 2023 | 10 |
PATRON PARTNERS, LLC | 10 | 10 | 0.15% | 0.25% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Diversified, LLC | 6 | 4 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 2 | 0.05% | 0.22% | 0.59% | Q4 2018 | Q2 2022 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
CEDAR CAPITAL, LLC | 10 | 10 | 0.15% | 0.27% | 0.47% | Q2 2018 | Q3 2020 | 10 |
Goepper Burkhardt LLC | 6 | 4 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 10 |
Harfst & Associates, Inc. | 10 | 10 | 0.10% | 0.12% | 0.24% | Q3 2018 | Q4 2020 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 10 | 10 | 0.13% | 0.58% | 0.90% | Q2 2021 | Q3 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
WEIK CAPITAL MANAGEMENT | 10 | 10 | 0.17% | 0.27% | 0.40% | Q4 2017 | Q1 2020 | 10 |
MATHER GROUP, LLC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gerstein Fisher | 9 | 1 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2016 | 10 |
Copperwynd Financial, LLC | 8 | 1 | 0.16% | 0.67% | 3.71% | Q4 2017 | Q2 2023 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.28% | 0.32% | 0.50% | Q4 2017 | Q1 2020 | 10 |
TrinityPoint Wealth, LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 10 |
Pearl River Capital, LLC | 9 | 1 | 0.08% | 0.69% | 1.33% | Q1 2019 | Q1 2023 | 10 |
Country Club Trust Company, n.a. | 10 | 10 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q4 2021 | 10 |
BSW Wealth Partners | 10 | 10 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q2 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 10 |
Derbend Asset Management | 10 | 10 | 1.08% | 1.57% | 2.18% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.29% | 0.55% | 1.04% | Q2 2016 | Q3 2018 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
First National Bank of Hutchinson | 9 | 1 | 0.14% | 0.18% | 0.26% | Q2 2013 | Q1 2022 | 10 |
JONES FINANCIAL COMPANIES LLLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Spectrum Asset Management, Inc. (NB/CA) | 10 | 10 | 0.31% | 0.45% | 0.57% | Q4 2016 | Q1 2019 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
BOK Financial Private Wealth, Inc. | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.06% | 0.40% | Q2 2013 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2021 | 10 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 1 | 0.61% | 0.80% | 1.90% | Q2 2013 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
DIALECTIC CAPITAL MANAGEMENT, LP | 8 | 1 | 0.29% | 1.16% | 5.25% | Q2 2013 | Q1 2017 | 10 |
MEITAV INVESTMENT HOUSE LTD | 6 | 4 | 0.01% | 0.35% | 1.30% | Q4 2018 | Q2 2021 | 10 |
Amundi | 10 | 10 | 0.05% | 0.25% | 0.46% | Q2 2021 | Q3 2023 | 10 |
BAKER BOYER NATIONAL BANK | 10 | 10 | 0.94% | 1.16% | 1.38% | Q4 2015 | Q1 2018 | 10 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Quantinno Capital Management LP | 5 | 1 | 0.10% | 0.20% | 0.38% | Q4 2018 | Q3 2023 | 10 |
BAILARD, INC. | 8 | 2 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 10 |
Hanson & Doremus Investment Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Polen Capital Management | 9 | 1 | 0.00% | 1.92% | 3.75% | Q2 2013 | Q3 2022 | 10 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 10 |
Rheos Capital Works Inc. | 8 | 2 | 0.54% | 1.09% | 2.21% | Q4 2019 | Q3 2023 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 0.12% | 0.19% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Balentine LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 0.14% | 0.67% | Q4 2013 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.35% | 0.57% | Q2 2013 | Q3 2015 | 10 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q4 2020 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.19% | 0.53% | Q2 2013 | Q3 2015 | 10 |
Paragon Advisors, LLC | 10 | 10 | 0.56% | 0.69% | 0.85% | Q4 2019 | Q1 2022 | 10 |
ClariVest Asset Management LLC | 3 | 1 | 0.00% | 0.37% | 0.86% | Q3 2016 | Q3 2023 | 9 |
BANK OF STOCKTON | 8 | 1 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q2 2023 | 9 |
Trust CO of the Ozarks | 9 | 9 | 0.20% | 0.40% | 0.57% | Q3 2013 | Q3 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
First Pacific Advisors, LP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Diametric Capital, LP | 3 | 1 | 0.15% | 0.72% | 1.58% | Q4 2017 | Q3 2023 | 9 |
CPMG Inc | 9 | 9 | 32.71% | 55.57% | 70.09% | Q4 2017 | Q4 2019 | 9 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 9 | 0.03% | 0.09% | 0.17% | Q4 2021 | Q4 2023 | 9 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.05% | 0.29% | 0.61% | Q4 2013 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
NorthCoast Asset Management LLC | 7 | 2 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2021 | 9 |
Eastover Investment Advisors LLC | 9 | 9 | 0.22% | 0.48% | 0.78% | Q3 2021 | Q3 2023 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.13% | 0.20% | 0.31% | Q2 2013 | Q2 2015 | 9 |
ATHERTON LANE ADVISERS, LLC | 9 | 9 | 0.06% | 0.64% | 0.77% | Q3 2013 | Q3 2015 | 9 |
McBroom & Associates, LLC | 9 | 9 | 3.40% | 4.29% | 4.90% | Q4 2021 | Q4 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.70% | 0.84% | 1.11% | Q3 2021 | Q3 2023 | 9 |
Heartland Bank & Trust Co | 6 | 3 | 0.43% | 0.65% | 0.81% | Q4 2020 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.09% | 0.20% | Q2 2021 | Q3 2023 | 9 |
ProVise Management Group, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.34% | 0.43% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 5 | 1 | 0.03% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Angeles Investment Advisors, LLC | 9 | 9 | 0.08% | 0.12% | 0.21% | Q4 2019 | Q4 2021 | 9 |
Addison Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Perceptive Advisors | 6 | 1 | 0.01% | 0.67% | 1.25% | Q3 2016 | Q1 2023 | 9 |
COUNTRY TRUST BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WASHINGTON TRUST BANK | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 9 |
HOLDERNESS INVESTMENTS CO | 4 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Gleason Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6 | 1 | 0.02% | 0.13% | 0.40% | Q2 2013 | Q4 2022 | 9 |
State of Wyoming | 6 | 3 | 0.01% | 0.12% | 0.36% | Q1 2021 | Q3 2023 | 9 |
TURNER INVESTMENTS LLC | 8 | 1 | 0.02% | 1.41% | 3.00% | Q3 2013 | Q3 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 5 | 2 | 0.02% | 0.07% | 0.18% | Q2 2020 | Q2 2023 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 9 | 0.08% | 0.16% | 0.32% | Q4 2017 | Q4 2019 | 9 |
Pinpoint Asset Management Ltd | 9 | 9 | 0.01% | 0.54% | 2.46% | Q1 2021 | Q1 2023 | 9 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 9 |
DAVENPORT & Co LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 9 |
Summit Place Financial Advisors, LLC | 9 | 9 | 0.42% | 1.43% | 1.93% | Q3 2020 | Q3 2022 | 9 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 9 |
LVW Advisors, LLC | 5 | 4 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 9 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.26% | 0.62% | 0.99% | Q4 2019 | Q1 2022 | 9 |
Americana Partners, LLC | 9 | 9 | 0.06% | 0.20% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Graypoint LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 5 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
EASTERN BANK | 7 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2023 | 9 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2016 | 9 |
KMG FIDUCIARY PARTNERS, LLC | 9 | 9 | 0.07% | 0.31% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Qtron Investments LLC | 4 | 2 | 0.05% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 9 |
OSTRUM ASSET MANAGEMENT | 6 | 3 | 0.07% | 0.46% | 0.84% | Q4 2018 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Brookfield Asset Management | 9 | 9 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q2 2023 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 9 | 0.15% | 0.28% | 0.39% | Q1 2020 | Q1 2022 | 9 |
MONECO Advisors, LLC | 4 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 9 |
EverPoint Asset Management, LLC | 6 | 3 | 0.06% | 0.30% | 0.54% | Q3 2014 | Q4 2016 | 9 |
WealthOne, LLC | 5 | 4 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 9 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.05% | 0.26% | Q2 2015 | Q3 2023 | 9 |
Wealth Architects, LLC | 9 | 9 | 0.08% | 0.15% | 0.32% | Q3 2021 | Q3 2023 | 9 |
BTC Capital Management, Inc. | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Peloton Wealth Strategists | 9 | 9 | 1.02% | 1.15% | 1.30% | Q1 2020 | Q1 2022 | 9 |
GREAT LAKES ADVISORS, LLC | 7 | 2 | 0.00% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Leisure Capital Management | 9 | 9 | 0.61% | 0.68% | 0.73% | Q1 2020 | Q1 2022 | 9 |
Bayesian Capital Management, LP | 2 | 1 | 0.08% | 0.29% | 0.72% | Q4 2015 | Q2 2023 | 9 |
DUALITY ADVISERS, LP | 5 | 1 | 0.03% | 0.32% | 0.88% | Q4 2018 | Q2 2022 | 9 |
Covea Finance | 9 | 9 | 1.07% | 2.09% | 3.90% | Q4 2021 | Q4 2023 | 9 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 1 | 0.00% | 1.45% | 2.22% | Q4 2014 | Q4 2017 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.25% | 1.61% | Q2 2021 | Q3 2023 | 9 |
GIRARD PARTNERS LTD. | 5 | 4 | 0.04% | 0.14% | 0.29% | Q2 2018 | Q3 2023 | 9 |
ATWOOD & PALMER INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 4 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q4 2022 | 9 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 9 | 9 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q3 2022 | 9 |
Teza Capital Management LLC | 2 | 1 | 0.10% | 0.30% | 0.51% | Q4 2017 | Q4 2022 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.04% | 0.09% | 0.23% | Q1 2020 | Q1 2022 | 9 |
Johanson Financial Advisors, Inc. | 9 | 9 | 0.04% | 0.40% | 0.86% | Q4 2019 | Q4 2021 | 9 |
Townsend & Associates, Inc | 9 | 9 | 1.13% | 1.43% | 1.66% | Q1 2020 | Q1 2022 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2018 | 9 |
GQG Partners LLC | 8 | 1 | 0.67% | 1.07% | 1.97% | Q2 2018 | Q3 2023 | 9 |
IFG Advisory, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q2 2015 | 9 |
CCLA Investment Management | 5 | 3 | 0.51% | 1.13% | 1.40% | Q2 2020 | Q2 2023 | 8 |
Newfound Research LLC | 5 | 3 | 0.10% | 0.18% | 0.34% | Q3 2020 | Q3 2022 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.01% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Knights of Columbus Asset Advisors LLC | 8 | 8 | 0.02% | 0.17% | 0.30% | Q4 2021 | Q3 2023 | 8 |
One River Asset Management, LLC | 4 | 4 | 0.03% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.04% | 0.13% | 0.27% | Q3 2015 | Q4 2019 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 8 |
MCIA Inc | 7 | 1 | 0.38% | 0.45% | 0.51% | Q3 2020 | Q3 2022 | 8 |
SCHOLTZ & COMPANY, LLC | 7 | 1 | 0.10% | 0.16% | 0.22% | Q4 2019 | Q4 2021 | 8 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 1 | 0.07% | 0.50% | 0.93% | Q4 2013 | Q2 2016 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Edge Capital Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL INSURANCE CO | 8 | 8 | 0.28% | 0.54% | 0.67% | Q2 2020 | Q1 2022 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.07% | 0.28% | 0.91% | Q1 2020 | Q1 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2020 | 8 |
LAKE STREET FINANCIAL LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.19% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
PHILADELPHIA TRUST CO | 8 | 8 | 0.18% | 0.21% | 0.23% | Q2 2020 | Q1 2022 | 8 |
Platte River Capital LLC | 7 | 1 | 0.70% | 1.25% | 2.03% | Q3 2013 | Q3 2015 | 8 |
Bremer Bank National Association | 7 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 8 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q1 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.01% | 0.11% | 0.21% | Q3 2020 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.10% | 0.14% | Q2 2013 | Q1 2015 | 8 |
Iron Triangle Partners LP | 4 | 2 | 2.14% | 4.01% | 6.07% | Q4 2019 | Q3 2023 | 8 |
First Affirmative Financial Network | 5 | 3 | 0.23% | 0.25% | 0.29% | Q3 2021 | Q4 2023 | 8 |
TELEMUS CAPITAL, LLC | 5 | 1 | 0.02% | 0.06% | 0.07% | Q1 2017 | Q3 2020 | 8 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.14% | 1.30% | 3.60% | Q4 2014 | Q4 2022 | 8 |
Arden Trust Co | 7 | 1 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q4 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Clear Creek Financial Management, LLC | 7 | 1 | 0.04% | 0.12% | 0.56% | Q2 2021 | Q3 2023 | 8 |
Virtus ETF Advisers LLC | 3 | 1 | 0.00% | 0.15% | 0.53% | Q4 2018 | Q3 2023 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 5 | 1 | 0.02% | 0.40% | 0.76% | Q1 2014 | Q1 2022 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 5 | 1 | 0.01% | 0.13% | 0.41% | Q1 2017 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HawsGoodwin Investment Management LLC | 8 | 8 | 0.55% | 0.62% | 0.67% | Q1 2020 | Q4 2021 | 8 |
Parcion Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.27% | 0.61% | Q4 2017 | Q1 2022 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 1.11% | 1.37% | 1.74% | Q2 2013 | Q1 2015 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Systematic Alpha Investments, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.07% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.19% | 0.32% | 0.42% | Q4 2021 | Q4 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 8 |
APPLIED RESEARCH INVESTMENTS, LLC | 8 | 8 | 1.07% | 1.51% | 2.19% | Q2 2020 | Q1 2022 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.07% | 0.15% | 0.21% | Q4 2019 | Q3 2022 | 8 |
44 WEALTH MANAGEMENT LLC | 6 | 2 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q1 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Kistler-Tiffany Companies, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2022 | 8 |
BLB&B Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMG National Trust Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.21% | 0.27% | 0.40% | Q3 2021 | Q2 2023 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 6 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 8 |
McClarren Financial Advisors, Inc. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Ellsworth Advisors, LLC | 8 | 8 | 0.14% | 0.25% | 0.36% | Q2 2020 | Q1 2022 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.22% | 0.40% | Q1 2021 | Q4 2022 | 8 |
Mutual Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.06% | 0.57% | 1.10% | Q4 2018 | Q3 2023 | 8 |
Purus Wealth Management, LLC | 8 | 8 | 0.19% | 0.35% | 0.54% | Q4 2021 | Q3 2023 | 8 |
MILES CAPITAL, INC. | 8 | 8 | 0.16% | 0.23% | 0.28% | Q3 2016 | Q2 2018 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.14% | 0.28% | 0.51% | Q1 2016 | Q4 2022 | 8 |
Simplify Asset Management Inc. | 8 | 8 | 0.03% | 0.18% | 0.35% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 1 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2016 | 8 |
Absolute Return Capital, LLC | 8 | 8 | 0.09% | 0.23% | 0.37% | Q4 2013 | Q3 2015 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Pensionfund DSM Netherlands | 6 | 2 | 0.21% | 0.44% | 0.58% | Q4 2015 | Q4 2021 | 8 |
American National Registered Investment Advisor, Inc. | 8 | 8 | 0.51% | 0.71% | 0.82% | Q2 2020 | Q1 2022 | 8 |
Spire Wealth Management | 8 | 8 | 0.05% | 0.21% | 0.49% | Q3 2021 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
SYCOMORE ASSET MANAGEMENT | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.09% | 1.05% | 2.05% | Q4 2020 | Q3 2022 | 8 |
Deuterium Capital Management, LLC | 8 | 8 | 7.06% | 10.49% | 14.15% | Q4 2021 | Q3 2023 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.08% | 0.14% | Q3 2016 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.09% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.26% | 0.36% | 0.49% | Q2 2019 | Q1 2021 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2014 | Q3 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.08% | 0.20% | 0.29% | Q4 2020 | Q3 2022 | 8 |
Greytown Advisors Inc. | 6 | 2 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q1 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.04% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Accurate Wealth Management, LLC | 7 | 1 | 0.43% | 0.62% | 1.24% | Q2 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 0.25% | 0.47% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.14% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.39% | 0.48% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.43% | 0.57% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.06% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 4.19% | 5.44% | 6.09% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.16% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.60% | 0.75% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.32% | 0.41% | 0.53% | Q4 2021 | Q3 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.07% | 0.79% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.34% | 0.42% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.22% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Graham Capital Management, L.P. | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.59% | 0.82% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TIEDEMANN ADVISORS, LLC | 6 | 2 | 0.04% | 0.06% | 0.10% | Q1 2017 | Q4 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.38% | 0.63% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 1.30% | 1.44% | 1.66% | Q4 2021 | Q3 2023 | 8 |
DEERE & CO | 5 | 3 | 0.06% | 0.07% | 0.11% | Q2 2013 | Q3 2016 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.25% | 0.37% | 0.56% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q4 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 3 | 0.01% | 0.14% | 0.36% | Q3 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.63% | 0.76% | 0.93% | Q4 2021 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 5 | 3 | 0.29% | 1.08% | 1.71% | Q3 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.24% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Hudson Bay Capital Management LP | 4 | 1 | 0.00% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 5 | 3 | 0.00% | 0.53% | 0.88% | Q4 2020 | Q4 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LGT CAPITAL PARTNERS LTD. | 8 | 8 | 0.74% | 2.16% | 3.02% | Q4 2015 | Q3 2017 | 8 |
Tufton Capital Management | 4 | 4 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 8 |
Quotient Investors, LLC | 5 | 3 | 0.09% | 0.32% | 0.46% | Q3 2015 | Q3 2017 | 8 |
NORTH STAR ASSET MANAGEMENT INC | 8 | 8 | 0.18% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Elo Mutual Pension Insurance Co | 8 | 8 | 0.19% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.07% | 0.44% | 0.85% | Q4 2019 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Concorde Asset Management, LLC | 6 | 2 | 0.19% | 0.35% | 0.90% | Q4 2020 | Q3 2023 | 8 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.07% | 0.10% | 0.15% | Q1 2021 | Q4 2022 | 7 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT PARTNERS, LTD. | 5 | 2 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 3 | 0.02% | 0.22% | 0.66% | Q2 2013 | Q1 2021 | 7 |
CSS LLC/IL | 2 | 1 | 0.04% | 0.09% | 0.23% | Q2 2020 | Q3 2021 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.06% | 0.11% | Q3 2016 | Q1 2018 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CLINTON GROUP INC | 4 | 1 | 0.01% | 0.12% | 0.37% | Q1 2015 | Q1 2018 | 7 |
Coatue Management | 4 | 1 | 0.28% | 1.59% | 2.56% | Q2 2013 | Q3 2023 | 7 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.02% | 0.17% | 0.30% | Q1 2013 | Q4 2015 | 7 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 1 | 0.20% | 0.72% | 1.26% | Q3 2014 | Q4 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Polar Asset Management Partners Inc. | 7 | 7 | 0.05% | 0.35% | 1.22% | Q1 2022 | Q3 2023 | 7 |
Baldwin Investment Management, LLC | 7 | 7 | 0.17% | 0.33% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2019 | 7 |
Kemper Corp Master Retirement Trust | 7 | 7 | 0.69% | 0.88% | 1.09% | Q2 2019 | Q4 2020 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.05% | 0.24% | 0.44% | Q2 2015 | Q4 2022 | 7 |
Penobscot Investment Management Company, Inc. | 4 | 1 | 0.03% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
K.J. Harrison & Partners Inc | 5 | 2 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q4 2022 | 7 |
ATLAS CAPITAL ADVISORS LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 7 |
Green Alpha Advisors, LLC | 7 | 7 | 0.08% | 0.30% | 0.41% | Q2 2022 | Q4 2023 | 7 |
PFM Health Sciences, LP | 4 | 1 | 0.00% | 1.31% | 2.37% | Q2 2013 | Q3 2023 | 7 |
Artisan Partners Limited Partnership | 4 | 3 | 0.01% | 0.13% | 0.24% | Q1 2016 | Q3 2023 | 7 |
PGGM Investments | 5 | 2 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 7 |
Supplemental Annuity Collective Trust of NJ | 7 | 7 | 0.16% | 0.18% | 0.19% | Q1 2014 | Q3 2015 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DONALDSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Bank of Kentucky, Inc. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Cipher Capital LP | 3 | 1 | 0.09% | 0.32% | 0.78% | Q4 2017 | Q3 2022 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 7 |
Airain ltd | 4 | 1 | 0.02% | 0.40% | 0.91% | Q3 2014 | Q4 2016 | 7 |
GREEN VALLEY INVESTORS LLC | 7 | 7 | 0.47% | 0.87% | 1.30% | Q1 2018 | Q3 2019 | 7 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.06% | 0.38% | 1.24% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Riverview Trust Co | 7 | 7 | 0.04% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CrestPoint Capital Management, LLC | 7 | 7 | 0.11% | 0.43% | 0.59% | Q3 2015 | Q1 2017 | 7 |
Parkwood LLC | 6 | 1 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q4 2017 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.23% | 0.80% | 2.26% | Q2 2014 | Q3 2018 | 7 |
Mendel Money Management | 7 | 7 | 0.18% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 7 |
ARMISTICE CAPITAL, LLC | 7 | 7 | 0.29% | 0.58% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 7 |
SG3 Management, LLC | 2 | 1 | 0.05% | 0.49% | 1.74% | Q4 2016 | Q1 2022 | 7 |
JACOBSON & SCHMITT ADVISORS, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q1 2022 | 7 |
GFG Capital, LLC | 7 | 7 | 0.11% | 0.17% | 0.23% | Q3 2020 | Q1 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
SUMWAY DEVELOPMENT LTD. | 7 | 7 | 0.00% | 1.31% | 3.24% | Q1 2017 | Q3 2018 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Catamount Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Transform Wealth, LLC | 4 | 3 | 0.22% | 0.39% | 0.74% | Q2 2016 | Q3 2023 | 7 |
Copernicus Capital Management, LLC | 7 | 7 | 2.34% | 7.42% | 11.79% | Q4 2017 | Q2 2019 | 7 |
Eversept Partners, LP | 7 | 7 | 0.12% | 0.17% | 0.23% | Q1 2021 | Q3 2022 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.22% | 0.31% | 0.43% | Q4 2017 | Q2 2019 | 7 |
Guardian Financial Partners, LLC | 7 | 7 | 0.31% | 0.52% | 1.43% | Q1 2022 | Q3 2023 | 7 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.06% | 0.21% | 0.30% | Q4 2017 | Q1 2020 | 7 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
Full Sail Capital, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 7 |
Summit Financial, LLC | 4 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Arabesque Asset Management Ltd | 6 | 1 | 0.23% | 0.74% | 1.41% | Q4 2019 | Q4 2022 | 7 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 7 |
Quilter Plc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 7 |
PSI Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Rudd International, Inc. | 7 | 7 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q2 2020 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.79% | 1.93% | 2.11% | Q3 2020 | Q1 2022 | 7 |
Avion Wealth | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
SkyOak Wealth, LLC | 7 | 7 | 0.24% | 0.40% | 0.64% | Q4 2019 | Q2 2021 | 7 |
CERTUITY, LLC | 5 | 2 | 0.07% | 0.19% | 0.49% | Q4 2019 | Q3 2023 | 7 |
NWK Group, Inc. | 6 | 1 | 0.01% | 1.66% | 2.17% | Q4 2019 | Q4 2022 | 7 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 7 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Alpha Paradigm Partners, LLC | 5 | 2 | 0.00% | 0.16% | 0.39% | Q4 2020 | Q4 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.07% | 0.32% | 0.49% | Q1 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
XTX Topco Ltd | 6 | 1 | 0.04% | 0.24% | 0.62% | Q4 2021 | Q3 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.20% | 0.25% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Veritas Investment Partners (UK) Ltd. | 7 | 7 | 2.50% | 3.57% | 5.09% | Q1 2022 | Q3 2023 | 7 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Rollins Financial | 3 | 2 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 2 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
TECTONIC ADVISORS LLC | 7 | 7 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Wedmont Private Capital | 5 | 2 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
LGT Fund Management Co Ltd. | 4 | 3 | 0.12% | 0.83% | 1.27% | Q4 2021 | Q3 2023 | 7 |
Forum Financial Management, LP | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.19% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.17% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.07% | 0.16% | Q1 2022 | Q4 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 7 |
BANK OF HAWAII | 5 | 1 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2018 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.01% | 0.03% | 0.16% | Q4 2021 | Q2 2023 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
ROMAN BUTLER FULLERTON & CO | 5 | 2 | 0.48% | 0.67% | 0.91% | Q4 2018 | Q4 2021 | 7 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 7 | 7 | 0.04% | 0.23% | 0.41% | Q1 2016 | Q3 2017 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CRAWFORD INVESTMENT COUNSEL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.09% | 0.28% | Q4 2018 | Q3 2021 | 7 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 6 |
Fortitude Advisory Group L.L.C. | 4 | 2 | 0.16% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 6 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 6 |
Finer Wealth Management, Inc. | 4 | 2 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 6 |
BRINKER CAPITAL INC | 4 | 1 | 0.01% | 0.10% | 0.30% | Q3 2018 | Q2 2020 | 6 |
Kercheville Advisors, LLC | 6 | 6 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q1 2022 | 6 |
FIRST NATIONAL BANK OF OMAHA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 6 |
Cross Staff Investments Inc | 4 | 2 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Avitas Wealth Management LLC | 4 | 2 | 0.12% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Triasima Portfolio Management inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Canton Hathaway, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q2 2023 | 6 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 5 | 1 | 0.03% | 0.08% | 0.12% | Q3 2006 | Q4 2019 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.37% | 0.64% | 0.86% | Q2 2022 | Q3 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.01% | 0.11% | 0.34% | Q1 2016 | Q2 2017 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.17% | 0.21% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Eagle Health Investments LP | 6 | 6 | 2.80% | 5.07% | 7.12% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.06% | 0.08% | 0.11% | Q3 2016 | Q4 2017 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.06% | 0.08% | 0.08% | Q2 2020 | Q3 2021 | 6 |
TAMRO Capital Partners LLC | 6 | 6 | 0.06% | 0.10% | 0.13% | Q2 2014 | Q3 2015 | 6 |
CenturyLink Investment Management Co | 4 | 1 | 0.01% | 0.11% | 0.23% | Q2 2014 | Q3 2016 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q3 2015 | Q4 2021 | 6 |
WESTERN FINANCIAL Corp | 6 | 6 | 0.42% | 0.67% | 0.87% | Q4 2020 | Q1 2022 | 6 |
GENERAL ELECTRIC CO | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 6 |
Consolidated Investment Group LLC | 6 | 6 | 0.61% | 0.80% | 0.96% | Q1 2020 | Q2 2021 | 6 |
Congress Wealth Management LLC / DE / | 4 | 2 | 0.01% | 0.18% | 0.31% | Q4 2021 | Q3 2023 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.03% | 0.19% | Q2 2021 | Q3 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
MONETTA FINANCIAL SERVICES INC | 3 | 1 | 0.67% | 1.46% | 2.14% | Q1 2016 | Q4 2022 | 6 |
Perkins Coie Trust Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.57% | 0.64% | 0.73% | Q4 2019 | Q1 2021 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 1 | 0.01% | 0.31% | 0.61% | Q2 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Decatur Capital Management, Inc. | 5 | 1 | 0.26% | 1.00% | 2.26% | Q2 2013 | Q3 2016 | 6 |
VIRIDIAN RIA, LLC | 6 | 6 | 0.35% | 0.40% | 0.46% | Q2 2019 | Q3 2020 | 6 |
OAKMONT Corp | 6 | 6 | 2.23% | 4.24% | 5.65% | Q2 2018 | Q3 2019 | 6 |
PointState Capital LP | 2 | 2 | 0.05% | 0.22% | 0.65% | Q2 2014 | Q3 2021 | 6 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 6 |
Marquette Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
Gilbert & Cook, Inc. | 6 | 6 | 0.04% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DCM Advisors, LLC | 6 | 6 | 0.13% | 0.46% | 0.91% | Q4 2020 | Q1 2022 | 6 |
Symphony Financial, Ltd. Co. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Mizuho Markets Cayman LP | 2 | 1 | 0.02% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 6 |
First Financial Bank - Trust Division | 6 | 6 | 0.08% | 0.10% | 0.14% | Q1 2013 | Q2 2014 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 6 |
ANALYTIC INVESTORS, LLC | 5 | 1 | 0.01% | 0.32% | 1.07% | Q4 2013 | Q3 2016 | 6 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 6 | 6 | 1.01% | 1.30% | 1.54% | Q2 2018 | Q3 2019 | 6 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.04% | 0.12% | 0.24% | Q4 2017 | Q4 2020 | 6 |
Sciencast Management LP | 3 | 1 | 0.22% | 0.38% | 0.65% | Q2 2018 | Q4 2021 | 6 |
Ken Stern & Associates, Inc. | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q3 2018 | 6 |
Empowered Funds, LLC | 4 | 2 | 0.02% | 0.18% | 0.44% | Q4 2017 | Q3 2023 | 6 |
Palo Alto Investors LP | 6 | 6 | 0.56% | 0.72% | 0.81% | Q2 2014 | Q3 2015 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON CAPITAL MANAGEMENT, INC | 6 | 6 | 0.23% | 0.48% | 0.80% | Q3 2015 | Q4 2016 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.02% | 0.28% | 0.45% | Q4 2018 | Q3 2022 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.44% | 0.54% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Sandhill Capital Partners LLC | 6 | 6 | 2.27% | 4.26% | 5.49% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.22% | 0.28% | 0.32% | Q3 2022 | Q4 2023 | 6 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 6 | 6 | 0.24% | 1.00% | 1.58% | Q3 2020 | Q4 2021 | 6 |
Adalta Capital Management LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
CAHILL FINANCIAL ADVISORS INC | 5 | 1 | 0.01% | 0.14% | 0.19% | Q3 2016 | Q3 2021 | 6 |
Discovery Value Fund | 6 | 6 | 0.25% | 1.19% | 1.74% | Q4 2018 | Q1 2020 | 6 |
Visionary Asset Management, Inc. | 5 | 1 | 0.00% | 0.09% | 0.12% | Q2 2014 | Q4 2018 | 6 |
Covenant Partners, LLC | 5 | 1 | 0.13% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 6 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.01% | 0.07% | 0.21% | Q3 2022 | Q3 2023 | 6 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.17% | 0.60% | Q2 2013 | Q3 2014 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.04% | 0.11% | 0.19% | Q1 2015 | Q1 2017 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CFS, LLC | 6 | 6 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Minot Wealth Management LLC | 6 | 6 | 0.10% | 0.18% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Sio Capital Management, LLC | 3 | 1 | 0.62% | 2.33% | 4.09% | Q2 2017 | Q2 2023 | 6 |
C Partners Holding GmbH | 4 | 2 | 0.05% | 0.52% | 1.43% | Q4 2014 | Q3 2018 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 6 |
Bryn Mawr Capital Management, LLC | 4 | 2 | 0.03% | 0.09% | 0.22% | Q1 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2016 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 4 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.08% | 0.24% | Q4 2020 | Q3 2022 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Howard Capital Management Inc. | 4 | 2 | 0.13% | 0.19% | 0.25% | Q1 2019 | Q3 2020 | 6 |
IPG Investment Advisors LLC | 4 | 2 | 0.11% | 0.14% | 0.18% | Q2 2018 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2022 | 6 |
XR Securities LLC | 3 | 1 | 0.01% | 0.14% | 0.33% | Q2 2018 | Q2 2023 | 6 |
OneAscent Wealth Management LLC | 6 | 6 | 0.27% | 0.32% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Pactiv General Employee Benefit Trust | 6 | 6 | 0.38% | 3.52% | 5.15% | Q1 2020 | Q2 2021 | 6 |
Physician Wealth Advisors, Inc. | 4 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.10% | 0.20% | Q1 2018 | Q3 2022 | 6 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2020 | 6 |
Samalin Investment Counsel, LLC | 5 | 1 | 0.02% | 0.23% | 0.32% | Q4 2019 | Q1 2022 | 6 |
Truvestments Capital LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
GM Advisory Group, LLC | 5 | 1 | 0.02% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Quadrant Private Wealth Management, LLC | 4 | 2 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 1 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2015 | 6 |
MAZAMA CAPITAL MANAGEMENT INC | 6 | 6 | 0.16% | 0.78% | 1.25% | Q3 2014 | Q4 2015 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.13% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.35% | 0.60% | 0.84% | Q2 2021 | Q3 2022 | 6 |
ASSOCIATED BANC-CORP | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 6 |
Financial Enhancement Group LLC | 4 | 1 | 0.00% | 0.16% | 0.31% | Q2 2018 | Q2 2021 | 6 |
Tandem Investment Advisors, Inc. | 6 | 6 | 0.11% | 0.15% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Cerebellum GP, LLC | 2 | 2 | 0.09% | 0.20% | 0.31% | Q4 2017 | Q3 2020 | 6 |
Regal Partners Ltd | 3 | 3 | 0.45% | 0.78% | 1.46% | Q1 2022 | Q3 2023 | 6 |
AtonRa Partners | 6 | 6 | 0.45% | 0.85% | 1.06% | Q2 2022 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q2 2020 | 6 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
BOWEN HANES & CO INC | 6 | 6 | 1.07% | 1.61% | 2.07% | Q2 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 6 |
JW Asset Management, LLC | 6 | 6 | 0.48% | 1.31% | 1.79% | Q2 2016 | Q3 2017 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 6 |
Pensionfund Sabic | 6 | 6 | 0.51% | 0.56% | 0.61% | Q4 2015 | Q1 2017 | 6 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.00% | 0.61% | 1.39% | Q4 2018 | Q3 2023 | 5 |
Tahithromos, L.L.C. | 5 | 5 | 1.63% | 3.27% | 4.38% | Q4 2013 | Q4 2014 | 5 |
Renasant Bank | 3 | 2 | 0.16% | 0.21% | 0.24% | Q4 2021 | Q2 2023 | 5 |
Sands Capital Management | 5 | 5 | 1.72% | 2.10% | 2.50% | Q2 2013 | Q2 2014 | 5 |
Disciplina Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.13% | 0.17% | 0.26% | Q4 2020 | Q4 2022 | 5 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.07% | 0.44% | 0.73% | Q4 2014 | Q1 2022 | 5 |
IAM Advisory, LLC | 3 | 2 | 0.52% | 0.55% | 0.61% | Q4 2020 | Q1 2022 | 5 |
GO ETF SOLUTIONS LLP | 5 | 5 | 2.27% | 2.49% | 2.88% | Q4 2016 | Q4 2017 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 1.18% | 1.53% | 1.78% | Q3 2022 | Q3 2023 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
DG CAPITAL MANAGEMENT INC | 5 | 5 | 1.40% | 1.72% | 2.19% | Q3 2015 | Q3 2016 | 5 |
HALL CAPITAL MANAGEMENT CO INC | 4 | 1 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q1 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.29% | 0.32% | 0.36% | Q4 2020 | Q4 2021 | 5 |
BLUE JAY CAPITAL MANAGEMENT, LLC | 2 | 1 | 3.07% | 4.67% | 6.81% | Q4 2014 | Q2 2017 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.11% | 0.23% | 0.45% | Q1 2019 | Q3 2022 | 5 |
TDAM USA INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q2 2015 | Q2 2016 | 5 |
Hutchin Hill Capital, LP | 3 | 1 | 0.03% | 0.05% | 0.11% | Q1 2015 | Q2 2017 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.13% | 0.62% | Q2 2018 | Q2 2021 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.07% | 0.13% | Q2 2015 | Q2 2018 | 5 |
Neuberger Berman Canada ULC | 4 | 1 | 0.06% | 0.14% | 0.26% | Q4 2014 | Q3 2017 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.02% | 0.12% | 0.16% | Q1 2020 | Q1 2021 | 5 |
INTREPID CAPITAL MANAGEMENT INC | 5 | 5 | 2.46% | 3.71% | 4.88% | Q1 2014 | Q1 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Giverny Capital | 5 | 5 | 0.01% | 0.13% | 0.64% | Q3 2020 | Q3 2021 | 5 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5 | 5 | 0.33% | 0.76% | 0.94% | Q3 2022 | Q3 2023 | 5 |
SteelBridge Private Wealth Advisors LLC | 5 | 5 | 0.33% | 1.48% | 2.60% | Q1 2017 | Q1 2018 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Auxano Advisors, LLC | 5 | 5 | 0.16% | 0.24% | 0.33% | Q2 2021 | Q2 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Lebenthal Global Advisors, LLC | 4 | 1 | 0.01% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 5 |
WAFRA INC. | 5 | 5 | 0.68% | 1.46% | 1.85% | Q3 2020 | Q3 2021 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Souders Financial Advisors | 4 | 1 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Arnhold LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 5 |
COBIZ WEALTH, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q2 2023 | 5 |
Inspire Advisors, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 5 |
BOSTON FAMILY OFFICE LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 5 |
Greenline Partners, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2022 | 5 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 2 | 1 | 0.08% | 0.11% | 0.15% | Q2 2014 | Q3 2016 | 5 |
Affinity Capital Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q4 2021 | 5 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.44% | 1.00% | 2.02% | Q1 2014 | Q1 2015 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 5 |
Senator Investment Group LP | 5 | 5 | 0.85% | 1.84% | 3.49% | Q3 2022 | Q3 2023 | 5 |
Blue Fin Capital, Inc. | 3 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Stamos Capital Partners, L.P. | 3 | 2 | 0.10% | 0.21% | 0.55% | Q1 2020 | Q2 2022 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BFSG, LLC | 5 | 5 | 0.11% | 0.17% | 0.24% | Q3 2017 | Q3 2018 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.05% | 0.26% | 0.74% | Q2 2022 | Q3 2023 | 5 |
Firestone Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Orbitronix, LP | 2 | 1 | 0.33% | 0.58% | 0.84% | Q4 2013 | Q3 2014 | 5 |
Knowledge Leaders Capital, LLC | 3 | 2 | 0.89% | 1.67% | 4.20% | Q4 2018 | Q4 2020 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.55% | 0.75% | 1.11% | Q4 2014 | Q4 2015 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Quantamental Technologies LLC | 1 | 1 | 0.12% | 0.22% | 0.38% | Q4 2018 | Q1 2023 | 5 |
Pachira Investments Inc. | 3 | 1 | 0.20% | 0.41% | 1.16% | Q3 2020 | Q4 2022 | 5 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 5 |
Parametrica Management Ltd | 4 | 1 | 0.17% | 1.58% | 3.34% | Q3 2015 | Q4 2020 | 5 |
Ghost Tree Capital, LLC | 2 | 1 | 1.02% | 1.81% | 3.14% | Q1 2014 | Q3 2015 | 5 |
1776 Wealth LLC | 3 | 2 | 0.02% | 0.12% | 0.29% | Q4 2019 | Q3 2023 | 5 |
COASTLAND CAPITAL LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2015 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.13% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Visium Asset Management, LP | 4 | 1 | 0.01% | 0.28% | 0.62% | Q3 2013 | Q3 2015 | 5 |
Versor Investments LP | 2 | 1 | 0.01% | 0.15% | 0.51% | Q4 2017 | Q3 2023 | 5 |
American Investment Services, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q1 2019 | 5 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.18% | 0.61% | Q1 2022 | Q2 2023 | 5 |
MENTA CAPITAL LLC | 3 | 1 | 0.12% | 0.16% | 0.23% | Q3 2014 | Q2 2018 | 5 |
HighMark Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q2 2022 | 5 |
Glassy Mountain Advisors, Inc. | 2 | 1 | 0.12% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.23% | 0.51% | Q3 2021 | Q3 2023 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Allegheny Financial Group LTD | 5 | 5 | 0.22% | 0.28% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Paragon Wealth Strategies, LLC | 4 | 1 | 0.03% | 0.06% | 0.06% | Q2 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Bragg Financial Advisors, Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 5 |
BURNEY CO/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Hemenway Trust Co LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
Benedetti & Gucer, Inc. | 5 | 5 | 0.44% | 0.63% | 0.82% | Q1 2021 | Q1 2022 | 5 |
Verde Servicos Internacionais S.A. | 5 | 5 | 1.62% | 2.29% | 3.66% | Q4 2018 | Q4 2019 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Avalon Global Asset Management LLC | 2 | 1 | 1.37% | 2.27% | 3.71% | Q2 2019 | Q2 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.83% | 1.16% | 1.58% | Q4 2021 | Q4 2022 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.61% | 0.69% | 0.91% | Q3 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Sanford Advisory Services, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 5 |
SHAPIRO ROBERT N | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 5 |
Solstein Capital, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 5 | 5 | 0.04% | 0.39% | 0.52% | Q1 2021 | Q1 2022 | 5 |
Convergence Investment Partners, LLC | 2 | 1 | 0.01% | 0.18% | 0.42% | Q3 2016 | Q2 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PDS Planning, Inc | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.16% | 0.30% | 0.36% | Q2 2020 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.13% | 0.18% | 0.23% | Q3 2022 | Q3 2023 | 5 |
British Airways Pensions Investment Management Ltd | 5 | 5 | 0.40% | 0.55% | 0.69% | Q1 2019 | Q1 2020 | 5 |
Jasper Ridge Partners, L.P. | 5 | 5 | 0.42% | 0.48% | 0.53% | Q2 2013 | Q2 2014 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.15% | 0.19% | 0.25% | Q1 2016 | Q2 2019 | 5 |
CORNERSTONE ADVISORS INC | 5 | 5 | 0.12% | 0.16% | 0.22% | Q4 2017 | Q4 2018 | 5 |
Financial Connections Group, Inc. | 4 | 1 | 0.01% | 0.05% | 0.14% | Q2 2022 | Q3 2023 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 5 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Independent Family Office, LLC | 5 | 5 | 0.32% | 0.35% | 0.38% | Q1 2020 | Q1 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
FCF Advisors LLC | 4 | 1 | 0.61% | 1.03% | 1.25% | Q4 2014 | Q4 2020 | 5 |
WESPAC Advisors, LLC | 2 | 1 | 0.12% | 0.21% | 0.30% | Q1 2018 | Q4 2021 | 5 |
Destination Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 5 |
Waverton Investment Management Ltd | 5 | 5 | 0.29% | 0.35% | 0.43% | Q4 2021 | Q4 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.45% | 0.52% | 0.60% | Q2 2013 | Q2 2014 | 5 |
Acorn Advisory Capital L.P. | 5 | 5 | 0.44% | 0.76% | 1.20% | Q1 2018 | Q1 2019 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2021 | 5 |
Conestoga Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
MIG Capital, LLC | 5 | 5 | 5.53% | 7.08% | 9.08% | Q3 2022 | Q3 2023 | 5 |
Virtus Fund Advisers, LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q4 2017 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
DODGE & COX | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.04% | 0.14% | 0.38% | Q2 2013 | Q4 2015 | 5 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.11% | 0.37% | 0.68% | Q2 2019 | Q3 2019 | 5 |
NorthCrest Asset Manangement, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Regal Wealth Group, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Castle Rock Wealth Management, LLC | 3 | 1 | 0.07% | 0.43% | 0.77% | Q2 2018 | Q3 2021 | 5 |
OPTIMAS CAPITAL Ltd | 2 | 1 | 2.13% | 3.75% | 4.88% | Q1 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.68% | 1.76% | Q1 2014 | Q2 2015 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.18% | 0.37% | 0.84% | Q4 2014 | Q1 2016 | 4 |
Sequent Asset Management, LLC | 4 | 4 | 0.82% | 0.88% | 0.94% | Q2 2021 | Q1 2022 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
WALL STREET ASSOCIATES | 4 | 4 | 0.15% | 0.18% | 0.25% | Q1 2016 | Q4 2016 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
American Research & Management Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 4 | 4 | 0.57% | 0.72% | 0.85% | Q4 2017 | Q3 2018 | 4 |
SUMMITRY LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 0.92% | 2.14% | 3.43% | Q4 2021 | Q3 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Sofinnova Investments, Inc. | 3 | 1 | 1.05% | 2.80% | 4.51% | Q3 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
CORTLAND ASSOCIATES INC/MO | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Successful Portfolios LLC | 3 | 1 | 0.12% | 0.14% | 0.19% | Q2 2021 | Q2 2023 | 4 |
Sonora Investment Management Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.16% | 0.24% | 0.41% | Q4 2022 | Q3 2023 | 4 |
SOUTHERN CAPITAL ADVISORS, LLC | 2 | 1 | 0.18% | 0.72% | 1.35% | Q4 2021 | Q2 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.96% | 1.30% | 1.61% | Q4 2021 | Q3 2022 | 4 |
TOWER BRIDGE ADVISORS | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Atlas Principals, LLC | 4 | 4 | 0.85% | 0.90% | 0.94% | Q1 2020 | Q4 2020 | 4 |
Planning Center, Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.17% | 0.27% | 0.34% | Q4 2013 | Q3 2014 | 4 |
AJO, LP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q1 2018 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 3.03% | 3.78% | 4.78% | Q3 2020 | Q4 2021 | 4 |
Wahed Invest LLC | 4 | 4 | 0.46% | 0.58% | 0.74% | Q1 2022 | Q4 2022 | 4 |
BT Wealth Management LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Hitchwood Capital Management LP | 3 | 1 | 0.45% | 0.81% | 1.02% | Q3 2018 | Q4 2021 | 4 |
BRAIDWELL LP | 4 | 4 | 1.06% | 1.58% | 1.98% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 2.42% | 2.53% | 2.75% | Q4 2022 | Q3 2023 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.22% | 0.30% | 0.34% | Q3 2020 | Q2 2021 | 4 |
Osborn Williams & Donohoe LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY SERVICES CORP/GA | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2014 | Q1 2015 | 4 |
DENVER INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.12% | 0.17% | Q1 2016 | Q4 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.15% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.07% | 0.32% | 0.44% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.87% | 1.00% | 1.07% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.17% | 0.22% | 0.30% | Q4 2022 | Q3 2023 | 4 |
FIDUCIENT ADVISORS LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
New Hampshire Trust | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.06% | 0.23% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.54% | 0.66% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.07% | 0.15% | 0.32% | Q3 2021 | Q2 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.21% | 0.35% | 0.45% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.47% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.68% | 0.82% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.35% | 0.56% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Blue Water Life Science Advisors, LP | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Atlas Wealth Partners, LLC | 4 | 4 | 2.32% | 3.61% | 4.93% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.18% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 2.62% | 2.95% | 3.15% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q2 2023 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.49% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OAK RIDGE INVESTMENTS LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Apriem Advisors | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.12% | 0.23% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.35% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.14% | 0.19% | 0.22% | Q1 2023 | Q4 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.06% | 1.05% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.00% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Cupps Capital Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.42% | 0.45% | 0.50% | Q1 2023 | Q4 2023 | 4 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2020 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 4 |
J. Goldman & Co LP | 3 | 1 | 0.04% | 0.35% | 0.51% | Q3 2016 | Q2 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q2 2021 | 4 |
BRAVE ASSET MANAGEMENT INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 4 |
MIDDLETON & CO INC/MA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.29% | 0.40% | 0.47% | Q4 2016 | Q3 2017 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q2 2021 | Q1 2022 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Man Investments Ltd | 4 | 4 | 0.06% | 0.09% | 0.14% | Q3 2013 | Q2 2014 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 4 |
Hexavest Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.08% | Q2 2017 | Q1 2018 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Mokosak Advisory Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 4 |
Plymouth Lane Capital Management, LLC | 2 | 1 | 0.92% | 3.24% | 6.44% | Q4 2014 | Q4 2015 | 4 |
Alphinity Investment Management Pty Ltd | 4 | 4 | 2.80% | 5.10% | 7.62% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 0.48% | 1.45% | 1.96% | Q1 2021 | Q4 2021 | 4 |
Spouting Rock Asset Management, LLC | 3 | 1 | 0.30% | 2.71% | 3.91% | Q2 2021 | Q3 2023 | 4 |
OARSMAN CAPITAL, INC. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.07% | 0.20% | Q2 2019 | Q3 2019 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Pegasus Partners Ltd. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.43% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fosun International Ltd | 4 | 4 | 0.04% | 0.21% | 0.35% | Q3 2020 | Q2 2021 | 4 |
HALSEY ASSOCIATES INC/CT | 4 | 4 | 0.40% | 0.47% | 0.61% | Q2 2013 | Q1 2014 | 4 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 1 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q2 2021 | 4 |
Essex Private Wealth Management, LLC | 3 | 1 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q4 2021 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.17% | 0.19% | 0.21% | Q2 2013 | Q1 2014 | 4 |
Resonant Capital Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Integral Health Asset Management, LLC | 1 | 1 | 1.26% | 1.69% | 2.45% | Q1 2020 | Q2 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.30% | 0.39% | 0.47% | Q4 2017 | Q3 2018 | 4 |
River Wealth Advisors LLC | 3 | 1 | 0.00% | 0.11% | 0.42% | Q1 2017 | Q4 2018 | 4 |
Bellevue Asset Management AG | 4 | 4 | 0.91% | 0.96% | 1.02% | Q1 2015 | Q4 2015 | 4 |
Capital International Investors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Slate Path Capital LP | 2 | 2 | 1.76% | 3.63% | 5.19% | Q3 2013 | Q3 2014 | 4 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 3 | 3 | 0.08% | 1.53% | 5.49% | Q1 2014 | Q3 2014 | 4 |
AMF Tjanstepension AB | 4 | 4 | 0.03% | 0.12% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 0.31% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.14% | 0.16% | 0.18% | Q2 2019 | Q1 2021 | 4 |
Cognios Capital, LLC | 2 | 2 | 0.49% | 0.53% | 0.57% | Q3 2018 | Q1 2020 | 4 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.81% | 1.42% | 2.00% | Q4 2021 | Q3 2023 | 4 |
Passport Capital, LLC | 3 | 1 | 0.01% | 0.25% | 0.89% | Q3 2013 | Q1 2015 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Intersect Capital LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 4 |
Gladius Capital Management LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
12 West Capital Management LP | 4 | 4 | 0.38% | 2.06% | 2.96% | Q4 2022 | Q3 2023 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Endurant Capital Management LP | 3 | 1 | 0.25% | 1.03% | 1.37% | Q4 2014 | Q1 2022 | 4 |
Journey Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.04% | 0.36% | 0.61% | Q4 2014 | Q3 2018 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 1.25% | 1.39% | 1.61% | Q2 2022 | Q3 2023 | 4 |
Banco de Sabadell, S.A | 3 | 1 | 0.15% | 0.79% | 1.57% | Q3 2018 | Q3 2021 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Parkman Healthcare Partners LLC | 2 | 1 | 0.80% | 2.37% | 3.94% | Q4 2019 | Q3 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.36% | 0.91% | Q4 2019 | Q3 2022 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Wealth Management Partners, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.10% | 0.49% | 1.12% | Q2 2022 | Q3 2022 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
1919 Investment Counsel, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.13% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.02% | 0.15% | 0.27% | Q2 2013 | Q1 2018 | 4 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q4 2016 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.32% | 0.39% | 0.52% | Q2 2013 | Q1 2014 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.11% | 0.91% | 2.78% | Q4 2020 | Q1 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q1 2014 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Strategic Financial Services, Inc, | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.07% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.21% | 0.75% | Q2 2013 | Q1 2014 | 4 |
Impax Asset Management Group plc | 3 | 1 | 0.00% | 0.02% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.03% | 0.78% | 1.54% | Q1 2021 | Q4 2021 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Surevest, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Invictus RG | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Financial Insights, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.48% | 0.50% | 0.52% | Q3 2014 | Q1 2015 | 3 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.00% | 0.13% | 0.38% | Q1 2022 | Q3 2022 | 3 |
Close Asset Management Ltd | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.44% | 2.00% | 4.81% | Q2 2013 | Q3 2023 | 3 |
Cornerstone Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Kepos Capital LP | 3 | 3 | 0.10% | 0.25% | 0.33% | Q4 2017 | Q2 2018 | 3 |
Lee Capital Holdings LLC | 3 | 3 | 0.56% | 1.17% | 1.52% | Q4 2021 | Q2 2022 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.16% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SECURITY ASSET MANAGEMENT | 3 | 3 | 0.38% | 0.46% | 0.53% | Q3 2022 | Q1 2023 | 3 |
GOODWIN DANIEL L | 2 | 1 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.12% | 0.13% | 0.16% | Q2 2021 | Q4 2021 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.02% | 0.95% | 2.81% | Q2 2021 | Q4 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 3 |
Gould Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Knuff & Co LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
VICUS CAPITAL | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 3 | 0.99% | 1.10% | 1.24% | Q1 2018 | Q3 2018 | 3 |
MONETARY MANAGEMENT GROUP INC | 3 | 3 | 0.13% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
DE BURLO GROUP INC | 3 | 3 | 0.51% | 1.34% | 1.91% | Q2 2021 | Q4 2021 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
1900 WEALTH MANAGEMENT LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.08% | Q4 2014 | Q3 2017 | 3 |
Highstreet Asset Management Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2019 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Miura Global Management | 2 | 1 | 3.35% | 4.96% | 6.78% | Q2 2013 | Q3 2018 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.25% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Beck Bode, LLC | 2 | 1 | 0.06% | 1.00% | 1.59% | Q2 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPITAL INSIGHT PARTNERS, LLC | 3 | 3 | 0.76% | 0.91% | 1.00% | Q1 2023 | Q3 2023 | 3 |
CR Intrinsic Investors, LLC | 2 | 1 | 0.13% | 1.07% | 1.56% | Q2 2013 | Q1 2014 | 3 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 3 |
FORT, L.P. | 3 | 3 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.27% | 0.58% | 1.05% | Q3 2020 | Q2 2021 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.13% | 0.46% | 0.83% | Q4 2018 | Q2 2021 | 3 |
First Western Capital Management Co | 3 | 3 | 0.43% | 0.49% | 0.56% | Q1 2016 | Q3 2016 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Cooper Financial Group | 2 | 1 | 0.09% | 0.16% | 0.20% | Q4 2018 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Neo Ivy Capital Management | 2 | 1 | 0.05% | 0.29% | 0.57% | Q4 2018 | Q1 2022 | 3 |
Fullerton Fund Management Co Ltd. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 3 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 3 | 1.23% | 1.33% | 1.51% | Q1 2023 | Q3 2023 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
McNamara Financial Services, Inc. | 2 | 1 | 0.01% | 1.08% | 1.77% | Q4 2014 | Q4 2015 | 3 |
Hemington Wealth Management | 3 | 3 | 0.43% | 0.43% | 0.44% | Q1 2023 | Q3 2023 | 3 |
LifePro Asset Management | 3 | 3 | 2.01% | 2.18% | 2.45% | Q4 2020 | Q2 2021 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.08% | 0.25% | Q2 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
South Dakota Investment Council | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Golden Green, Inc. | 3 | 3 | 0.31% | 0.52% | 0.91% | Q4 2020 | Q2 2021 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Olistico Wealth, LLC | 3 | 3 | 0.26% | 0.29% | 0.31% | Q4 2022 | Q2 2023 | 3 |
Blue Chip Wealth Management, Inc. | 2 | 1 | 0.18% | 0.22% | 0.24% | Q2 2018 | Q3 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.20% | 0.26% | 0.37% | Q3 2022 | Q1 2023 | 3 |
Horizon Kinetics | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
TCG Advisory Services, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 3 |
Winton Capital Management Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Viewpoint Capital Management LLC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Alcosta Capital Management, Inc. | 2 | 1 | 2.23% | 2.48% | 2.69% | Q4 2022 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q4 2013 | 3 |
American Trust | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Duquesne Family Office | 2 | 1 | 0.58% | 1.94% | 3.06% | Q4 2018 | Q3 2019 | 3 |
Vertex Planning Partners, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 3 |
NICOLET BANKSHARES INC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q1 2018 | Q1 2022 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q4 2022 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.01% | 0.07% | 0.11% | Q2 2018 | Q2 2018 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Partner Investment Management, L.P. | 2 | 1 | 0.00% | 0.48% | 0.75% | Q2 2013 | Q3 2018 | 3 |
SEI TRUST CO | 3 | 3 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q4 2013 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Strengthening Families & Communities, LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 3 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2018 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.11% | 0.19% | 0.26% | Q4 2018 | Q2 2019 | 3 |
LANSDOWNE PARTNERS (UK) LLP | 3 | 3 | 0.08% | 0.12% | 0.21% | Q3 2015 | Q1 2016 | 3 |
Riverstone Advisors, LLC | 3 | 3 | 0.24% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Detwiler Fenton Investment Management LLC | 2 | 1 | 0.74% | 1.59% | 2.11% | Q1 2010 | Q4 2012 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Aevitas Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.18% | 0.37% | 0.63% | Q2 2017 | Q4 2017 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.29% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
RELIANCE TRUST CO | 1 | 1 | 0.21% | 0.24% | 0.28% | Q2 2013 | Q4 2014 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Five Oceans Advisors | 3 | 3 | 0.18% | 0.22% | 0.25% | Q3 2021 | Q1 2022 | 3 |
BEACON FINANCIAL GROUP | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 2 | 1 | 0.06% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 3 |
Pinnacle Wealth Management, LLC | 2 | 1 | 1.44% | 2.00% | 2.75% | Q3 2022 | Q3 2023 | 3 |
Jabre Capital Partners S.A. | 2 | 1 | 0.04% | 0.87% | 1.88% | Q4 2013 | Q4 2014 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 3 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.49% | 0.50% | 0.51% | Q2 2014 | Q1 2015 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.01% | 0.15% | 0.29% | Q4 2020 | Q3 2023 | 3 |
Power Corp of Canada | 3 | 3 | 0.23% | 0.33% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Traverso Chambers Private Wealth Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 3 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.14% | 0.35% | Q2 2014 | Q3 2014 | 3 |
Strategic Advisors LLC | 2 | 1 | 0.04% | 0.14% | 0.33% | Q4 2021 | Q2 2023 | 3 |
BALASA DINVERNO & FOLTZ LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 3 |
Whitnell & Co. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 3 |
Soleus Capital Management, L.P. | 2 | 1 | 0.30% | 0.52% | 0.89% | Q1 2022 | Q4 2022 | 3 |
Resource Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Legacy Trust | 3 | 3 | 0.86% | 0.98% | 1.08% | Q1 2023 | Q3 2023 | 3 |
AMS Capital Ltda | 3 | 3 | 0.64% | 0.74% | 0.80% | Q2 2020 | Q4 2020 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q1 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Carroll Investors, Inc | 2 | 1 | 0.07% | 0.15% | 0.30% | Q4 2021 | Q4 2022 | 3 |
IRON Financial LLC | 2 | 1 | 0.09% | 0.11% | 0.11% | Q3 2020 | Q4 2021 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 1.26% | 1.54% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2021 | 3 |
Spinnaker Investment Group, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 3 |
Winch Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Paulson & Co. | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2016 | Q2 2017 | 3 |
MQS Management LLC | 2 | 1 | 0.15% | 0.28% | 0.42% | Q1 2022 | Q1 2023 | 3 |
Pinz Capital Management, LP | 2 | 1 | 0.02% | 0.06% | 0.13% | Q4 2019 | Q1 2021 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q4 2023 | 3 |
Zullo Investment Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Perpetual Ltd | 3 | 3 | 0.41% | 0.47% | 0.57% | Q1 2020 | Q3 2020 | 3 |
Argent Advisors, Inc. | 2 | 1 | 0.07% | 0.13% | 0.17% | Q4 2019 | Q4 2020 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.08% | 0.10% | 0.14% | Q2 2014 | Q3 2016 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.23% | 0.26% | Q3 2013 | Q3 2014 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.43% | 0.44% | 0.48% | Q3 2020 | Q1 2021 | 3 |
NEVILLE RODIE & SHAW INC | 3 | 3 | 0.23% | 0.29% | 0.34% | Q2 2023 | Q4 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.16% | 0.29% | Q4 2021 | Q2 2023 | 3 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.67% | 1.23% | Q4 2019 | Q4 2022 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 3 |
Atlas Private Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Milestone Resources Group Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Soros Fund Management | 1 | 1 | 0.01% | 0.05% | 0.14% | Q2 2014 | Q1 2017 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2016 | Q2 2017 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.09% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
ASPIRIANT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Whitegate Investment Counselors, Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 3 |
WEXFORD CAPITAL LP | 2 | 1 | 0.03% | 0.57% | 1.07% | Q3 2019 | Q3 2020 | 3 |
FAS Wealth Partners, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Davidson Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Knott David M Jr | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
NORTH TIDE CAPITAL, LLC | 3 | 3 | 9.42% | 12.30% | 14.01% | Q2 2013 | Q4 2013 | 3 |
NatWest Group plc | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Stone House Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.17% | 0.18% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.27% | 0.37% | 0.53% | Q3 2021 | Q4 2022 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Heritage Way Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Veritas Investment Management LLP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Veracity Capital LLC | 2 | 1 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q2 2023 | 3 |
WCM INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.10% | 0.16% | Q1 2019 | Q3 2020 | 3 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.30% | 0.33% | 0.35% | Q1 2013 | Q2 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q1 2019 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.26% | Q4 2022 | Q2 2023 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 1.30% | 1.43% | 1.57% | Q3 2018 | Q4 2018 | 2 |
Yarbrough Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Miramar Capital, LLC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q1 2022 | Q2 2022 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.25% | 0.31% | 0.36% | Q4 2012 | Q3 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CADIAN CAPITAL MANAGEMENT, LP | 2 | 2 | 1.90% | 1.92% | 1.94% | Q4 2013 | Q1 2014 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.88% | 1.00% | 1.12% | Q4 2018 | Q1 2019 | 2 |
Vision Capital Management, Inc. | 2 | 2 | 2.47% | 2.49% | 2.51% | Q2 2013 | Q3 2013 | 2 |
Moreno Evelyn V | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Manifold Partners, LLC | 2 | 2 | 1.97% | 2.00% | 2.04% | Q3 2013 | Q4 2013 | 2 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.34% | 0.66% | Q4 2020 | Q4 2021 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ARGUS INVESTORS' COUNSEL, INC. | 2 | 2 | 0.75% | 0.86% | 0.98% | Q4 2021 | Q1 2022 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.16% | 0.24% | 0.32% | Q4 2016 | Q1 2018 | 2 |
NCM Capital Advisers, Inc. | 2 | 2 | 1.15% | 1.22% | 1.30% | Q2 2016 | Q3 2016 | 2 |
Integre Asset Management, LLC | 2 | 2 | 0.18% | 0.35% | 0.53% | Q3 2016 | Q4 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HighVista Strategies LLC | 2 | 2 | 1.58% | 1.78% | 1.97% | Q2 2013 | Q3 2013 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.45% | 0.50% | 0.54% | Q1 2014 | Q2 2014 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.18% | 0.24% | 0.29% | Q4 2018 | Q1 2019 | 2 |
Coastline Trust Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
WASATCH ADVISORS LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Maple Capital Management, Inc. | 2 | 2 | 0.62% | 0.66% | 0.70% | Q2 2023 | Q3 2023 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q1 2014 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 2 | 2 | 3.22% | 3.45% | 3.67% | Q1 2023 | Q2 2023 | 2 |
FALCON POINT CAPITAL, LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q1 2015 | Q2 2015 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
RIVERSEDGE ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WS MANAGEMENT LLLP | 2 | 2 | 0.32% | 0.34% | 0.35% | Q4 2013 | Q1 2014 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q4 2019 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2013 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
Avidity Partners Management LP | 1 | 1 | 2.04% | 2.44% | 2.85% | Q1 2021 | Q1 2022 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HYMAN CHARLES D | 2 | 2 | 0.16% | 0.32% | 0.48% | Q2 2023 | Q3 2023 | 2 |
BERKSHIRE CAPITAL HOLDINGS INC | 2 | 2 | 3.02% | 3.99% | 4.96% | Q3 2018 | Q4 2018 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.18% | 0.22% | 0.27% | Q2 2013 | Q3 2013 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
MARTIN CURRIE LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WILMINGTON TRUST CO | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Calvert Investment Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 2 |
CYPRESS FUNDS LLC | 2 | 2 | 4.49% | 4.79% | 5.10% | Q2 2018 | Q3 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.23% | 0.26% | Q2 2017 | Q4 2017 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Bridgeworth, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Blue Pool Management Ltd. | 2 | 2 | 0.96% | 1.17% | 1.39% | Q3 2020 | Q4 2020 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.44% | 0.48% | 0.52% | Q2 2019 | Q3 2019 | 2 |
Legacy Bridge, LLC | 2 | 2 | 0.06% | 0.44% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 1.65% | 1.96% | 2.26% | Q2 2021 | Q3 2021 | 2 |
XTX MARKETS LLC | 2 | 2 | 0.63% | 1.27% | 1.90% | Q3 2020 | Q4 2020 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.26% | 0.54% | 0.82% | Q2 2023 | Q3 2023 | 2 |
ICON ADVISERS INC/CO | 1 | 1 | 0.05% | 0.18% | 0.31% | Q2 2013 | Q4 2016 | 2 |
Tairen Capital Ltd | 2 | 2 | 1.50% | 1.66% | 1.81% | Q2 2016 | Q3 2016 | 2 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 0.79% | 0.87% | 0.95% | Q3 2020 | Q4 2020 | 2 |
Lion Street Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.09% | 0.15% | 0.22% | Q4 2022 | Q1 2023 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.23% | 0.24% | 0.26% | Q1 2016 | Q2 2016 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.54% | 0.55% | 0.57% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.39% | 1.67% | 1.94% | Q4 2021 | Q1 2022 | 2 |
Lingotto Investment Management LLP | 2 | 2 | 0.52% | 0.62% | 0.73% | Q2 2023 | Q3 2023 | 2 |
ARGA Investment Management, LP | 2 | 2 | 0.81% | 1.10% | 1.39% | Q2 2014 | Q3 2014 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.07% | 0.16% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.27% | 0.54% | Q3 2022 | Q4 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.01% | 0.10% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.68% | 0.80% | 0.92% | Q4 2020 | Q3 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Platform Technology Partners | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Adamant Biomedical Investments AG | 2 | 2 | 0.46% | 0.48% | 0.51% | Q3 2014 | Q4 2014 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
EULAV Asset Management | 2 | 2 | 0.05% | 0.19% | 0.33% | Q2 2013 | Q3 2013 | 2 |
F/M Investments LLC | 2 | 2 | 1.14% | 1.24% | 1.34% | Q2 2023 | Q3 2023 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.24% | 1.47% | 1.70% | Q1 2022 | Q2 2022 | 2 |
David J Yvars Group | 2 | 2 | 2.62% | 3.37% | 4.12% | Q3 2022 | Q4 2022 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.10% | 0.18% | Q3 2019 | Q4 2022 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.20% | 0.72% | 1.25% | Q2 2018 | Q4 2019 | 2 |
Archipel Asset Management AB | 1 | 1 | 1.18% | 1.73% | 2.28% | Q3 2013 | Q3 2014 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.36% | 0.63% | 0.90% | Q3 2020 | Q4 2021 | 2 |
Anfield Capital Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2023 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Humankind Investments LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 1.25% | 1.30% | 1.36% | Q2 2023 | Q3 2023 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Yellowstone Partners, LLC | 1 | 1 | 0.14% | 0.16% | 0.18% | Q4 2013 | Q4 2014 | 2 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.38% | 0.40% | 0.42% | Q3 2013 | Q1 2014 | 2 |
Tenere Capital LLC | 1 | 1 | 3.33% | 4.03% | 4.73% | Q1 2023 | Q3 2023 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.13% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Kessler Investment Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2021 | 2 |
LITTLE HOUSE CAPITAL LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2020 | Q4 2020 | 2 |
CI Global Investments Inc. | 1 | 1 | 0.16% | 0.20% | 0.25% | Q3 2013 | Q2 2015 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.07% | 0.09% | 0.11% | Q1 2017 | Q1 2019 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.33% | 0.37% | 0.40% | Q1 2022 | Q1 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
Ariose Capital Management Ltd | 2 | 2 | 1.09% | 2.29% | 3.48% | Q1 2020 | Q2 2020 | 2 |
Odey Holdings AG | 2 | 2 | 1.22% | 1.33% | 1.45% | Q1 2020 | Q2 2020 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Peak Ten Capital LLC | 2 | 2 | 0.61% | 1.32% | 2.04% | Q2 2013 | Q3 2013 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.27% | 0.32% | 0.36% | Q4 2021 | Q1 2022 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.12% | 0.39% | 0.65% | Q3 2016 | Q1 2017 | 2 |
Holistic Financial Partners | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Tanager Wealth Management LLP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FORTALEZA ASSET MANAGEMENT INC/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Delphia (USA) Inc. | 1 | 1 | 0.18% | 0.33% | 0.47% | Q4 2021 | Q2 2022 | 2 |
Kolinsky Wealth Management, LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.09% | 0.14% | 0.18% | Q3 2016 | Q4 2017 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.11% | 1.73% | 3.35% | Q4 2019 | Q4 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Corundum Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Echo45 Advisors LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q1 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Kissinger Financial Services LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q1 2017 | Q2 2017 | 2 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q3 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KRS Capital Management, LLC | 2 | 2 | 0.23% | 0.28% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Benchmark Investment Advisors LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.04% | 0.10% | 0.15% | Q3 2016 | Q3 2018 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.28% | 0.32% | 0.35% | Q4 2018 | Q1 2019 | 2 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 1.65% | 1.73% | 1.82% | Q1 2023 | Q3 2023 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
DDD Partners, LLC | 2 | 2 | 0.85% | 0.86% | 0.87% | Q3 2021 | Q4 2021 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2021 | Q1 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.02% | 0.16% | 0.28% | Q4 2021 | Q1 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Ardevora Asset Management LLP | 1 | 1 | 0.50% | 0.67% | 0.84% | Q4 2021 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.25% | 0.64% | 1.03% | Q1 2023 | Q2 2023 | 2 |
STEPH & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GENEVA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.75% | 0.76% | 0.78% | Q4 2018 | Q1 2019 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
JDM Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Compound Global Advisors, LLC | 2 | 2 | 0.76% | 0.96% | 1.16% | Q4 2022 | Q1 2023 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.14% | 0.26% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.09% | 0.22% | 0.35% | Q2 2023 | Q3 2023 | 2 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Signition LP | 1 | 1 | 0.14% | 0.16% | 0.18% | Q2 2018 | Q2 2019 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2018 | Q2 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2017 | Q2 2017 | 1 |
6 Meridian | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HC Financial Advisors, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Paradiem, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
West Branch Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nair Vinay | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
Taylor Frigon Capital Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2014 | Q4 2014 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
North Growth Management Ltd. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2022 | Q3 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
NKCFO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2015 | Q1 2015 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Wunderlich Capital Managemnt | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2022 | Q1 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Boussard & Gavaudan Asset Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2020 | Q1 2020 | 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 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bay Rivers Group | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2012 | Q4 2012 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wood Investment Counsel LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2013 | Q2 2013 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2013 | Q4 2013 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2019 | Q2 2019 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Court Place Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
First Pacific Financial | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
1623 Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2019 | Q2 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2015 | Q2 2015 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Consonance Capital Management LP | 1 | 1 | 2.38% | 2.38% | 2.38% | Q1 2014 | Q1 2014 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Safir Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWA, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Crew Capital Management, Ltd. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
Astrantus Ltd | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2021 | Q4 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Bradley Mark J. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2023 | Q2 2023 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ibex Investors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
FDO Partners, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2017 | Q4 2017 | 1 |
North Forty Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2023 | Q2 2023 | 1 |
Antipodean Advisors LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2013 | Q2 2013 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
CenterBook Partners LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Heirloom Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AT Bancorp | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2014 | Q1 2014 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
RTW INVESTMENTS, LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
H. L. Ormond & Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2016 | Q3 2016 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TB Alternative Assets Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Seaport Global Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2017 | Q2 2017 | 1 |
Retirement Solution Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Ledge Wealth Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Conatus Capital Management LP | 1 | 1 | 3.05% | 3.05% | 3.05% | Q2 2013 | Q2 2013 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DEEPWATER ASSET MANAGEMENT, LLC | 1 | 1 | 4.74% | 4.74% | 4.74% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Clifford Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Management, Inc./Texas | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Alternatives, Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
Snow Lake Management LP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Kampmann Melissa S. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capital Research Global Investors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
BEACON TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2013 | Q4 2013 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Red Granite Advisors LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2013 | Q3 2013 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2013 | Q3 2013 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Goodman Financial Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Round Table Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2015 | Q2 2015 | 1 |
Del Mar Asset Management, LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2013 | Q4 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2016 | Q1 2016 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 2.29% | 2.29% | 2.29% | Q2 2013 | Q2 2013 | 1 |
OUTFITTER ADVISORS, LTD. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
VAUGHAN & Co SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.00% | 3.00% | 3.00% | Q2 2013 | Q2 2013 | 1 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q2 2013 | Q2 2013 | 1 |
CHELSEA COUNSEL CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CONTINENTAL INVESTORS SERVICES, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Glenview Capital Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COURAGE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2013 | Q3 2013 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lone Pine Capital | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2019 | Q2 2019 | 1 |
CLEAR STREET LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lattice Capital Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own INTUITIVE SURGICAL INC or have owned INTUITIVE SURGICAL INC in the past.