Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 121 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 117 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 112 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 112 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 107 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 99 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.70% | Q2 2013 | Q3 2023 | 97 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 96 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 92 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.15% | Q4 2015 | Q3 2023 | 83 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 83 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 78 |
WOLVERINE TRADING, LLC | 25 | 2 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q2 2023 | 77 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.12% | Q1 2012 | Q3 2023 | 76 |
TWO SIGMA INVESTMENTS, LP | 19 | 4 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 70 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.40% | Q2 2013 | Q3 2023 | 70 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 65 |
CAPITAL FUND MANAGEMENT S.A. | 18 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 63 |
GLENMEDE TRUST CO NA | 44 | 2 | 0.01% | 0.25% | 0.90% | Q4 2006 | Q3 2023 | 62 |
Jefferies Group LLC | 23 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2022 | 62 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 61 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.29% | Q1 2015 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.05% | 0.16% | Q1 2009 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 58 |
Paloma Partners Management Co | 26 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2023 | 57 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.07% | 0.14% | Q3 2011 | Q3 2023 | 49 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.04% | 0.07% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.07% | 0.31% | Q4 2011 | Q3 2023 | 48 |
PEAK6 Investments LLC | 18 | 18 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q4 2022 | 48 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.03% | 0.07% | Q4 2010 | Q3 2022 | 48 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.04% | 0.29% | Q4 2012 | Q2 2022 | 48 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2018 | 47 |
Zhang Financial LLC | 47 | 47 | 0.12% | 0.50% | 0.89% | Q1 2012 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.08% | 0.48% | Q1 2012 | Q3 2023 | 47 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 46 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.16% | 9.05% | 14.05% | Q4 2012 | Q3 2023 | 44 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.09% | 0.44% | 0.77% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.03% | 1.97% | 4.62% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 43 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.05% | 0.18% | Q2 2014 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.03% | 0.07% | Q4 2012 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.01% | 0.02% | 0.20% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.06% | 0.09% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.06% | 0.09% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.06% | 0.13% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.03% | 0.14% | Q1 2013 | Q3 2023 | 43 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.15% | 0.47% | 0.88% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LVM CAPITAL MANAGEMENT LTD/MI | 42 | 42 | 0.03% | 0.57% | 1.70% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.04% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 0.09% | 0.23% | 0.44% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.12% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.01% | 0.02% | 0.28% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.04% | 0.35% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.05% | 0.22% | 0.42% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.03% | 0.08% | 0.50% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.03% | 0.20% | 0.77% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 0.05% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.10% | 0.24% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.04% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.03% | 0.06% | 0.11% | Q4 2012 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.03% | 0.18% | 0.58% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.00% | 0.12% | 0.96% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.06% | 0.98% | Q3 2013 | Q1 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.02% | 0.05% | 0.46% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.03% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.06% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.05% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.18% | 0.59% | 1.32% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.21% | 0.65% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.03% | 0.18% | 0.44% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.30% | 1.69% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
KELLOGG W K FOUNDATION TRUST | 42 | 42 | 94.87% | 98.00% | 100.00% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.00% | 0.53% | 1.14% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.08% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.41% | 0.95% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.26% | 0.34% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.15% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 42 | 42 | 0.22% | 0.40% | 0.57% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.32% | 1.73% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.09% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 0.76% | 1.26% | 2.05% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.06% | 0.09% | Q2 2012 | Q4 2022 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.14% | 0.44% | 0.78% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PIONEER TRUST BANK N A/OR | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PARADIGM ASSET MANAGEMENT CO LLC | 42 | 42 | 0.02% | 0.46% | 0.91% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.07% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 41 | 41 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.02% | 0.29% | 0.80% | Q2 2013 | Q3 2023 | 42 |
AMERICAN FINANCIAL GROUP INC | 42 | 42 | 0.17% | 0.63% | 1.32% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.05% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.21% | 0.40% | 0.73% | Q2 2013 | Q3 2023 | 42 |
BRANDYWINE TRUST CO | 42 | 42 | 0.33% | 1.04% | 2.12% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.25% | 0.53% | 0.87% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.08% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.22% | 0.34% | 0.53% | Q2 2013 | Q3 2023 | 42 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 31 | 10 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Gotham Asset Management, LLC | 41 | 41 | 0.00% | 0.15% | 0.56% | Q3 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 19 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.00% | 0.28% | 0.68% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 40 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 26 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.02% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
STRS OHIO | 41 | 41 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.04% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
ZEVIN ASSET MANAGEMENT LLC | 28 | 13 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 41 |
State of Alaska, Department of Revenue | 40 | 1 | 0.04% | 0.14% | 0.88% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
FIDUCIARY TRUST CO | 22 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 0.54% | 0.79% | 1.15% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
New England Research & Management, Inc. | 40 | 40 | 0.14% | 0.65% | 1.24% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 32 | 1 | 0.00% | 0.10% | 0.49% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.06% | 0.40% | 0.68% | Q4 2013 | Q3 2023 | 40 |
BOKF, NA | 25 | 6 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 40 |
JLB & ASSOCIATES INC | 25 | 15 | 0.24% | 0.84% | 1.85% | Q2 2013 | Q2 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 40 | 40 | 0.02% | 0.21% | 0.49% | Q2 2013 | Q1 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.04% | 0.07% | 0.14% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 40 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 40 | 40 | 0.01% | 0.09% | 0.43% | Q4 2013 | Q3 2023 | 40 |
WBH ADVISORY INC | 38 | 2 | 0.02% | 0.14% | 0.38% | Q2 2013 | Q2 2023 | 40 |
Veritable, L.P. | 25 | 5 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q2 2023 | 40 |
GRANDFIELD & DODD, LLC | 39 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 40 |
OLD REPUBLIC INTERNATIONAL CORP | 40 | 40 | 0.44% | 1.01% | 1.42% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.11% | 0.60% | 0.99% | Q4 2013 | Q3 2023 | 40 |
REIK & CO., LLC | 40 | 40 | 0.08% | 0.12% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Korea Investment CORP | 34 | 5 | 0.01% | 0.05% | 0.21% | Q3 2013 | Q3 2023 | 39 |
PROFUND ADVISORS LLC | 36 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 39 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 39 |
MARTINGALE ASSET MANAGEMENT L P | 33 | 6 | 0.01% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 34 | 5 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.04% | 0.15% | 0.33% | Q4 2013 | Q3 2023 | 39 |
PGGM Investments | 29 | 2 | 0.02% | 0.16% | 0.34% | Q1 2013 | Q3 2023 | 39 |
NOMURA HOLDINGS INC | 21 | 1 | 0.00% | 0.01% | 0.07% | Q4 2012 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.03% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
DnB Asset Management AS | 39 | 39 | 0.02% | 0.06% | 0.16% | Q2 2014 | Q4 2023 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 20 | 19 | 0.03% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 39 |
Capital World Investors | 39 | 39 | 0.05% | 0.14% | 0.25% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.03% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
MONETARY MANAGEMENT GROUP INC | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.04% | 0.46% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.13% | 0.23% | Q2 2013 | Q3 2022 | 38 |
Smithfield Trust Co | 23 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
Nuveen Asset Management, LLC | 18 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
NORTHEAST INVESTMENT MANAGEMENT | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Andra AP-fonden | 22 | 2 | 0.01% | 0.30% | 0.58% | Q2 2013 | Q2 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 24 | 14 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.01% | 0.09% | 0.66% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Alberta Investment Management Corp | 37 | 1 | 0.00% | 0.12% | 0.31% | Q1 2014 | Q3 2023 | 38 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2023 | 37 |
LSV ASSET MANAGEMENT | 24 | 13 | 0.00% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 37 |
Compagnie Lombard Odier SCmA | 21 | 16 | 0.04% | 0.14% | 0.25% | Q4 2013 | Q3 2023 | 37 |
Boston Trust Walden Corp | 37 | 37 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 37 |
Carnegie Capital Asset Management, LLC | 36 | 1 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.04% | 0.08% | 0.13% | Q3 2014 | Q3 2023 | 37 |
Cranbrook Wealth Management, LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
PineBridge Investments, L.P. | 24 | 3 | 0.00% | 0.12% | 0.48% | Q2 2013 | Q3 2023 | 37 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 16 | 1 | 0.00% | 0.13% | 0.63% | Q2 2013 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q1 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 36 | 36 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2022 | 36 |
SIGNATUREFD, LLC | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.11% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q1 2022 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 27 | 1 | 0.00% | 0.07% | 0.20% | Q3 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
TIEMANN INVESTMENT ADVISORS, LLC | 20 | 15 | 0.08% | 0.21% | 0.36% | Q4 2013 | Q2 2023 | 35 |
North Star Investment Management Corp. | 18 | 17 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 35 |
ING GROEP NV | 17 | 7 | 0.00% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.01% | 0.10% | 0.51% | Q1 2015 | Q3 2023 | 35 |
CORDA Investment Management, LLC. | 35 | 35 | 1.62% | 2.34% | 2.97% | Q3 2013 | Q1 2022 | 35 |
Beutel, Goodman & Co Ltd. | 35 | 35 | 0.90% | 1.48% | 2.04% | Q1 2015 | Q3 2023 | 35 |
SHELTON CAPITAL MANAGEMENT | 32 | 3 | 0.02% | 0.80% | 1.27% | Q4 2014 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.09% | 0.87% | Q3 2013 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2021 | 34 |
People's United Financial, Inc. | 17 | 4 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q1 2022 | 34 |
TRUST CO OF VIRGINIA /VA | 24 | 2 | 0.02% | 0.13% | 0.68% | Q2 2013 | Q3 2023 | 34 |
CIBC Private Wealth Group, LLC | 31 | 1 | 0.00% | 0.04% | 0.34% | Q1 2014 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 34 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
PALLADIUM PARTNERS LLC | 34 | 34 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2021 | 34 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q4 2023 | 33 |
FIL Ltd | 13 | 2 | 0.00% | 0.31% | 0.96% | Q2 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 33 |
CONNING INC. | 33 | 33 | 0.01% | 0.03% | 0.23% | Q2 2013 | Q2 2021 | 33 |
NATIXIS | 16 | 1 | 0.01% | 0.07% | 0.30% | Q4 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.09% | 0.29% | Q2 2013 | Q2 2021 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.04% | 0.11% | 0.44% | Q4 2012 | Q1 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Renaissance Technologies | 23 | 1 | 0.01% | 0.15% | 0.32% | Q3 2013 | Q3 2023 | 33 |
Bruce & Co., Inc. | 33 | 33 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Bridge Creek Capital Management LLC | 32 | 32 | 0.10% | 1.15% | 2.16% | Q4 2015 | Q3 2023 | 32 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.05% | 0.56% | Q2 2013 | Q2 2023 | 32 |
State of New Jersey Common Pension Fund D | 28 | 4 | 0.02% | 0.05% | 0.14% | Q2 2014 | Q3 2023 | 32 |
BLB&B Advisors, LLC | 31 | 1 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.11% | 0.42% | Q4 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 32 | 0.00% | 0.06% | 0.37% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q1 2021 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
1832 Asset Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 32 |
DAVENPORT & Co LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 4 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q2 2023 | 32 |
MAIRS & POWER INC | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 32 |
Advisory Services Network, LLC | 27 | 5 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 32 |
WILKINS INVESTMENT COUNSEL INC | 32 | 32 | 0.09% | 0.14% | 0.18% | Q1 2014 | Q4 2021 | 32 |
Pacer Advisors, Inc. | 19 | 1 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.08% | 0.18% | 0.30% | Q2 2013 | Q4 2023 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2020 | 31 |
MACKENZIE FINANCIAL CORP | 24 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
TOBAM | 31 | 31 | 0.01% | 1.20% | 2.89% | Q1 2016 | Q3 2023 | 31 |
Stadion Money Management, LLC | 31 | 31 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q3 2023 | 31 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 30 |
INVESTMENT HOUSE LLC | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 30 |
COUNTRY TRUST BANK | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2021 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 1 | 0.06% | 0.14% | 0.24% | Q2 2014 | Q3 2023 | 30 |
Sutton Wealth Advisors Inc. | 30 | 30 | 0.00% | 0.06% | 0.14% | Q1 2016 | Q2 2023 | 30 |
NAPLES GLOBAL ADVISORS, LLC | 19 | 11 | 0.05% | 0.11% | 0.17% | Q1 2014 | Q3 2023 | 30 |
Paragon Capital Management LLC | 17 | 1 | 0.00% | 1.65% | 3.83% | Q1 2015 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 30 |
Capital Research Global Investors | 30 | 30 | 0.03% | 0.18% | 0.52% | Q2 2013 | Q3 2020 | 30 |
Financial Engines Advisors L.L.C. | 30 | 30 | 0.00% | 0.49% | 1.85% | Q2 2013 | Q3 2020 | 30 |
PZENA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.02% | 0.37% | 0.62% | Q1 2014 | Q2 2021 | 30 |
Bridgewater Associates | 13 | 1 | 0.01% | 0.13% | 0.28% | Q3 2013 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.10% | 0.14% | 0.43% | Q2 2013 | Q3 2020 | 30 |
ClearBridge Investments | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
PRUDENTIAL PLC | 15 | 7 | 0.00% | 0.07% | 0.55% | Q2 2013 | Q3 2023 | 30 |
HUSSMAN STRATEGIC ADVISORS, INC. | 14 | 4 | 0.02% | 0.71% | 1.87% | Q3 2013 | Q3 2023 | 30 |
CIBC WORLD MARKETS CORP | 29 | 29 | 0.00% | 0.07% | 0.97% | Q3 2016 | Q3 2023 | 29 |
Royal Fund Management, LLC | 28 | 28 | 0.01% | 0.29% | 0.98% | Q4 2016 | Q3 2023 | 29 |
BRYN MAWR TRUST Co | 29 | 29 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q1 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2020 | 29 |
CREDIT AGRICOLE S A | 20 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 29 |
GREAT LAKES ADVISORS, LLC | 19 | 3 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 29 |
LOGAN CAPITAL MANAGEMENT INC | 17 | 12 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 29 |
BP PLC | 19 | 1 | 0.02% | 0.09% | 0.70% | Q2 2013 | Q2 2021 | 29 |
FINANCIAL COUNSELORS INC | 25 | 4 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 29 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.04% | 0.14% | 0.22% | Q3 2013 | Q3 2020 | 29 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q1 2018 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Capital Wealth Planning, LLC | 5 | 1 | 0.00% | 0.58% | 4.79% | Q2 2013 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Cardinal Capital Management | 28 | 28 | 0.04% | 1.23% | 1.76% | Q4 2014 | Q3 2021 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
FULTON BANK, N.A. | 27 | 1 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q2 2022 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 28 |
NATIXIS ADVISORS, L.P. | 24 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 28 |
RATIONAL ADVISORS LLC | 10 | 2 | 0.00% | 0.16% | 0.56% | Q1 2009 | Q3 2020 | 28 |
CORTLAND ASSOCIATES INC/MO | 28 | 28 | 0.03% | 0.07% | 0.14% | Q3 2016 | Q2 2023 | 28 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 24 | 4 | 0.02% | 0.09% | 0.43% | Q2 2013 | Q2 2020 | 28 |
Mirae Asset Global Investments Co., Ltd. | 21 | 3 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WINTON GROUP Ltd | 15 | 1 | 0.01% | 0.14% | 0.56% | Q2 2014 | Q1 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
UMB Bank, n.a. | 17 | 4 | 0.01% | 0.05% | 0.21% | Q4 2015 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.04% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
1ST SOURCE BANK | 22 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 28 |
Northside Capital Management, LLC | 28 | 28 | 0.13% | 0.23% | 0.44% | Q4 2014 | Q3 2021 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.67% | 2.08% | Q4 2016 | Q3 2023 | 28 |
Endurance Wealth Management, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
WEDBUSH SECURITIES INC | 22 | 5 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 27 |
Petrus Trust Company, LTA | 25 | 2 | 0.04% | 0.84% | 1.08% | Q4 2012 | Q2 2023 | 27 |
Vigilant Capital Management, LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 27 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q2 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.13% | 0.27% | 0.60% | Q2 2013 | Q4 2019 | 27 |
CIGNA INVESTMENTS INC /NEW | 27 | 27 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q2 2023 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.00% | 0.04% | 0.21% | Q3 2014 | Q4 2021 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q2 2020 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q2 2023 | 27 |
ADVISOR PARTNERS LLC | 15 | 12 | 0.02% | 0.05% | 0.09% | Q3 2015 | Q2 2022 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
BARINGS LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 27 |
GAM Holding AG | 27 | 27 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2019 | 27 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.07% | 0.33% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
ARGI Investment Services, LLC | 21 | 1 | 0.02% | 0.07% | 0.26% | Q2 2014 | Q4 2022 | 27 |
FORT, L.P. | 22 | 5 | 0.03% | 0.58% | 1.36% | Q4 2014 | Q3 2023 | 27 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.06% | 0.28% | Q4 2013 | Q3 2023 | 26 |
PITTENGER & ANDERSON INC | 23 | 3 | 0.00% | 0.13% | 0.18% | Q2 2013 | Q1 2023 | 26 |
EXANE DERIVATIVES | 26 | 26 | 0.00% | 0.08% | 0.59% | Q1 2016 | Q2 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
SevenBridge Financial Group, LLC | 15 | 11 | 0.05% | 0.13% | 0.33% | Q2 2016 | Q2 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2019 | 26 |
TRUST CO OF TOLEDO NA /OH/ | 24 | 2 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q4 2019 | 26 |
Anchor Investment Management, LLC | 24 | 2 | 0.00% | 0.11% | 0.33% | Q1 2016 | Q4 2023 | 26 |
Sage Capital Advisors,llc | 26 | 26 | 0.31% | 1.74% | 3.94% | Q2 2017 | Q3 2023 | 26 |
Pflug Koory, LLC | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
CLEARARC CAPITAL INC | 26 | 26 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2019 | 26 |
Laurel Wealth Advisors, Inc. | 21 | 5 | 0.02% | 0.15% | 0.47% | Q4 2015 | Q4 2022 | 26 |
Vident Investment Advisory, LLC | 23 | 3 | 0.00% | 0.07% | 0.34% | Q1 2015 | Q1 2023 | 26 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.16% | 0.36% | Q3 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2019 | 26 |
Beaton Management Co. Inc. | 25 | 25 | 0.13% | 0.21% | 0.32% | Q2 2017 | Q2 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2019 | 25 |
SVB WEALTH LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Brandywine Global Investment Management, LLC | 10 | 7 | 0.04% | 0.11% | 0.22% | Q2 2014 | Q3 2023 | 25 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 9 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 25 |
LONDON CO OF VIRGINIA | 14 | 11 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2021 | 25 |
CHEMICAL BANK | 25 | 25 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q2 2019 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 16 | 4 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.05% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Capital Investment Advisors, LLC | 25 | 25 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2023 | 25 |
BECK MACK & OLIVER LLC | 23 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.04% | 0.14% | 0.49% | Q2 2013 | Q2 2019 | 25 |
BENNICAS & ASSOCIATES, INC. | 25 | 25 | 0.45% | 1.01% | 1.70% | Q4 2016 | Q4 2022 | 25 |
Achmea Investment Management B.V. | 13 | 12 | 0.06% | 0.13% | 0.21% | Q1 2017 | Q3 2023 | 25 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 25 | 25 | 0.10% | 0.40% | 0.55% | Q2 2013 | Q2 2019 | 25 |
Capital Advisors, Ltd. LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
PUTNAM INVESTMENTS LLC | 23 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q4 2019 | 25 |
Azimuth Capital Management LLC | 11 | 5 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 25 |
Van Hulzen Asset Management, LLC | 21 | 2 | 0.03% | 0.57% | 2.06% | Q4 2014 | Q3 2021 | 25 |
Employees Retirement System of Texas | 25 | 25 | 0.01% | 0.18% | 0.52% | Q2 2013 | Q2 2019 | 25 |
Ashfield Capital Partners, LLC | 22 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 25 |
Cornerstone Wealth Management, LLC | 22 | 3 | 0.03% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 25 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 24 | 24 | 0.15% | 0.36% | 0.61% | Q3 2013 | Q2 2019 | 24 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 24 | 24 | 0.06% | 0.39% | 1.00% | Q1 2012 | Q4 2017 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
OmniStar Financial Group, Inc. | 16 | 7 | 0.16% | 0.62% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Willis Investment Counsel | 24 | 24 | 0.38% | 0.83% | 1.55% | Q2 2013 | Q1 2019 | 24 |
Sequoia Financial Advisors, LLC | 17 | 7 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 24 |
WASHINGTON TRUST Co | 16 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.20% | 0.28% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.08% | 0.17% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
MCF Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2011 | Q3 2017 | 24 |
AT Bancorp | 24 | 24 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 24 | 24 | 0.00% | 0.69% | 1.34% | Q1 2014 | Q4 2019 | 24 |
Global Retirement Partners, LLC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
TCW GROUP INC | 18 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 24 |
Tredje AP-fonden | 19 | 5 | 0.04% | 0.13% | 0.48% | Q2 2015 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.04% | 0.36% | 0.76% | Q2 2013 | Q3 2023 | 24 |
First Personal Financial Services | 11 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 24 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q1 2019 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 0.42% | 0.96% | 1.42% | Q4 2014 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 23 |
OPUS INVESTMENT MANAGEMENT INC | 23 | 23 | 0.15% | 0.68% | 1.02% | Q2 2015 | Q4 2020 | 23 |
FAIRFIELD, BUSH & CO. | 22 | 1 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q4 2019 | 23 |
AGF Investments LLC | 12 | 11 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2022 | 23 |
ONTARIO TEACHERS PENSION PLAN BOARD | 9 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 23 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.11% | 0.32% | Q3 2015 | Q3 2023 | 23 |
Mariner, LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.11% | 0.56% | Q2 2013 | Q1 2018 | 23 |
NN Investment Partners Holdings N.V. | 13 | 10 | 0.00% | 0.07% | 0.31% | Q1 2016 | Q1 2022 | 23 |
MURPHY CAPITAL MANAGEMENT INC | 23 | 23 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2018 | 23 |
AMICA MUTUAL INSURANCE CO | 14 | 9 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q1 2019 | 23 |
Factorial Partners, LLC | 20 | 3 | 0.38% | 1.49% | 2.58% | Q4 2017 | Q3 2023 | 23 |
Fisher Asset Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Stonehage Fleming Financial Services Holdings Ltd | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MOTCO | 23 | 23 | 0.00% | 0.21% | 0.40% | Q1 2018 | Q3 2023 | 23 |
NewSquare Capital LLC | 15 | 1 | 0.00% | 0.26% | 0.79% | Q3 2015 | Q3 2023 | 23 |
Richard C. Young & CO., LTD. | 22 | 22 | 1.00% | 1.84% | 2.37% | Q2 2013 | Q3 2018 | 22 |
FORSTA AP-FONDEN | 15 | 1 | 0.07% | 0.19% | 0.65% | Q4 2015 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.12% | 0.41% | Q2 2015 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2022 | 22 |
Pensionfund Sabic | 15 | 1 | 0.37% | 0.49% | 0.85% | Q1 2015 | Q4 2023 | 22 |
Lombard Odier Asset Management (Switzerland) SA | 10 | 4 | 0.02% | 0.13% | 0.55% | Q2 2014 | Q4 2021 | 22 |
Cetera Advisors LLC | 13 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 22 |
BURNEY CO/ | 22 | 22 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2018 | 22 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 22 |
RELIANCE TRUST CO OF DELAWARE | 22 | 22 | 0.03% | 0.06% | 0.14% | Q4 2013 | Q1 2019 | 22 |
AdvisorNet Financial, Inc | 15 | 7 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 22 |
Natixis Investment Managers International | 18 | 2 | 0.03% | 0.28% | 0.64% | Q3 2013 | Q2 2022 | 22 |
SeaCrest Wealth Management, LLC | 16 | 6 | 0.02% | 0.10% | 0.28% | Q4 2017 | Q3 2023 | 22 |
KLCM Advisors, Inc. | 22 | 22 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
AMICA PENSION FUND BOARD OF TRUSTEES | 13 | 9 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q4 2018 | 22 |
VAN ECK ASSOCIATES CORP | 20 | 2 | 0.00% | 0.34% | 0.64% | Q4 2014 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Simplicity Solutions, LLC | 12 | 2 | 0.01% | 0.04% | 0.21% | Q3 2017 | Q3 2023 | 21 |
ATWOOD & PALMER INC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 21 |
KDI CAPITAL PARTNERS LLC | 18 | 3 | 0.02% | 0.69% | 1.70% | Q2 2013 | Q4 2018 | 21 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 21 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q4 2022 | 21 |
DELTA ASSET MANAGEMENT LLC/TN | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CIM INVESTMENT MANAGEMENT INC | 21 | 21 | 0.11% | 0.16% | 0.20% | Q2 2017 | Q2 2022 | 21 |
First Financial Bank - Trust Division | 21 | 21 | 0.40% | 0.76% | 1.06% | Q4 2018 | Q4 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.04% | 0.15% | Q3 2014 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q2 2018 | 21 |
Saratoga Research & Investment Management | 17 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 21 |
ROCKY MOUNTAIN ADVISERS, LLC | 21 | 21 | 0.01% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Highlander Capital Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 21 |
USS Investment Management Ltd | 18 | 1 | 0.05% | 0.10% | 0.17% | Q3 2015 | Q3 2023 | 21 |
Summit Global Investments | 15 | 6 | 0.04% | 0.63% | 1.70% | Q4 2016 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 21 |
Tortoise Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2017 | 21 |
Brookstone Capital Management | 19 | 2 | 0.00% | 0.16% | 0.29% | Q2 2015 | Q3 2023 | 21 |
Amica Retiree Medical Trust | 14 | 7 | 0.08% | 0.12% | 0.15% | Q4 2013 | Q1 2019 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 20 |
Centiva Capital, LP | 5 | 1 | 0.00% | 0.06% | 0.16% | Q4 2019 | Q2 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 10 | 2 | 0.01% | 0.10% | 0.32% | Q2 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 13 | 3 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2019 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 20 |
London & Capital Asset Management Ltd | 20 | 20 | 1.35% | 2.61% | 4.70% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.02% | 0.17% | 0.53% | Q4 2018 | Q3 2023 | 20 |
ASSOCIATED BANC-CORP | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Pensionfund DSM Netherlands | 12 | 1 | 0.04% | 0.44% | 0.66% | Q3 2013 | Q4 2021 | 20 |
Biechele Royce Advisors | 20 | 20 | 1.07% | 2.01% | 4.40% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.05% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.06% | 0.22% | Q2 2014 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.72% | 0.93% | 1.17% | Q4 2018 | Q3 2023 | 20 |
JENSEN INVESTMENT MANAGEMENT INC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 20 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.05% | 0.26% | Q4 2015 | Q3 2022 | 20 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.31% | 0.91% | Q1 2016 | Q3 2023 | 20 |
DUBUQUE BANK & TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 20 |
Independence Bank of Kentucky | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2018 | 20 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.10% | 0.36% | Q3 2015 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
JARISLOWSKY, FRASER Ltd | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.32% | 0.46% | 0.58% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.04% | 0.07% | Q1 2013 | Q4 2017 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.05% | 0.19% | 0.36% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.05% | 0.08% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
PINNACLE ASSOCIATES LTD | 11 | 9 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 20 |
Brookfield Asset Management | 17 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2022 | 20 |
PHYSICIANS FINANCIAL SERVICES, INC. | 15 | 5 | 0.07% | 0.12% | 0.16% | Q4 2015 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 9 | 9 | 0.00% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.01% | 0.07% | 0.30% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2018 | 20 |
HOWE & RUSLING INC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 19 |
Sandy Spring Bank | 10 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
LFA - Lugano Financial Advisors SA | 9 | 5 | 0.04% | 0.10% | 0.18% | Q2 2018 | Q3 2023 | 19 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 17 | 2 | 0.06% | 0.11% | 0.14% | Q4 2015 | Q3 2023 | 19 |
Allworth Financial LP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
Bell Rock Capital LLC | 16 | 1 | 0.02% | 0.38% | 1.60% | Q4 2016 | Q3 2022 | 19 |
Strategic Investment Advisors / MI | 18 | 1 | 0.05% | 0.11% | 0.26% | Q4 2018 | Q3 2023 | 19 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
APPLETON PARTNERS INC/MA | 8 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 19 |
Human Investing LLC | 19 | 19 | 0.06% | 0.25% | 0.40% | Q4 2018 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q2 2022 | 19 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.03% | 0.28% | 0.60% | Q3 2013 | Q2 2023 | 19 |
HENNESSY ADVISORS INC | 11 | 4 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q4 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Mn Services Vermogensbeheer B.V. | 17 | 2 | 0.07% | 0.10% | 0.15% | Q1 2016 | Q3 2023 | 19 |
SPINNAKER TRUST | 19 | 19 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q4 2017 | 19 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 19 |
Independent Advisor Alliance | 16 | 3 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 11 | 8 | 0.02% | 0.17% | 0.43% | Q2 2013 | Q4 2020 | 19 |
Clear Harbor Asset Management, LLC | 19 | 19 | 0.01% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
SPC Financial, Inc. | 17 | 1 | 0.05% | 0.09% | 0.64% | Q2 2013 | Q3 2023 | 19 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2022 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 19 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.04% | 0.46% | Q1 2015 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 19 |
AJO, LP | 16 | 3 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2020 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Hanson & Doremus Investment Management | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2022 | 19 |
MEEDER ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 19 |
Avidian Wealth Solutions, LLC | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MISSION WEALTH MANAGEMENT, LP | 19 | 19 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 19 |
Virtu KCG Holdings LLC | 9 | 6 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q2 2017 | 18 |
Legg Mason Asset Management (Japan) Co., Ltd. | 13 | 5 | 0.50% | 0.87% | 1.44% | Q2 2017 | Q4 2021 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.68% | 1.02% | 1.40% | Q2 2019 | Q3 2023 | 18 |
GODSEY & GIBB, INC | 13 | 1 | 0.10% | 0.14% | 0.34% | Q1 2018 | Q3 2023 | 18 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 1 | 0.02% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 12 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.10% | 0.14% | 0.22% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
Sawyer & Company, Inc | 18 | 18 | 0.10% | 0.16% | 0.38% | Q4 2017 | Q1 2022 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 18 |
InterOcean Capital, LLC | 13 | 5 | 0.03% | 0.55% | 1.24% | Q3 2014 | Q2 2020 | 18 |
EXENCIAL WEALTH ADVISORS, LLC | 18 | 18 | 0.10% | 0.23% | 0.36% | Q1 2013 | Q2 2017 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
FineMark National Bank & Trust | 17 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2022 | 18 |
FULLER & THALER ASSET MANAGEMENT, INC. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.16% | 0.38% | Q4 2016 | Q1 2021 | 18 |
OLD SECOND NATIONAL BANK OF AURORA | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Thomasville National Bank | 17 | 1 | 0.02% | 0.90% | 1.43% | Q1 2015 | Q3 2023 | 18 |
Chicago Capital, LLC | 12 | 2 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 18 |
FDx Advisors, Inc. | 12 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 18 |
CenterStar Asset Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.24% | Q4 2017 | Q2 2022 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2022 | 18 |
LORD, ABBETT & CO. LLC | 14 | 4 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q1 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.04% | 0.47% | Q4 2016 | Q3 2023 | 18 |
MATRIX ASSET ADVISORS INC/NY | 12 | 6 | 0.13% | 2.34% | 4.44% | Q2 2013 | Q1 2022 | 18 |
Granite Investment Partners, LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
SHUFRO ROSE & CO LLC | 10 | 1 | 0.02% | 0.05% | 0.28% | Q3 2012 | Q3 2023 | 18 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.39% | 1.08% | Q4 2013 | Q3 2023 | 18 |
FT Options LLC | 7 | 7 | 0.00% | 0.44% | 3.35% | Q1 2016 | Q3 2017 | 17 |
Belpointe Asset Management LLC | 13 | 1 | 0.03% | 0.08% | 0.15% | Q3 2017 | Q1 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.05% | 0.24% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
OUTFITTER ADVISORS, LTD. | 8 | 1 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q2 2018 | 17 |
SouthState Corp | 8 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 6 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 17 |
Cascade Investment Advisors, Inc. | 16 | 1 | 0.01% | 0.24% | 1.72% | Q2 2016 | Q3 2020 | 17 |
NOVARE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.63% | 0.88% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q4 2023 | 17 |
Freestone Capital Holdings, LLC | 16 | 1 | 0.00% | 0.05% | 0.19% | Q4 2014 | Q2 2022 | 17 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.12% | 0.53% | Q3 2013 | Q2 2022 | 17 |
Highstreet Asset Management Inc. | 11 | 3 | 0.02% | 0.37% | 1.13% | Q2 2013 | Q2 2019 | 17 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.06% | 0.32% | Q4 2015 | Q3 2023 | 17 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Fruth Investment Management | 10 | 1 | 0.06% | 0.07% | 0.10% | Q4 2016 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.04% | 0.06% | 0.10% | Q4 2012 | Q4 2016 | 17 |
Mandatum Life Insurance Co Ltd | 17 | 17 | 0.04% | 0.12% | 0.32% | Q4 2015 | Q4 2019 | 17 |
Kessler Investment Group, LLC | 11 | 1 | 0.00% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 17 |
ROCKLAND TRUST CO | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Robeco Schweiz AG | 17 | 17 | 0.32% | 0.58% | 0.74% | Q2 2013 | Q2 2017 | 17 |
GREENLEAF TRUST | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 17 |
BAHL & GAYNOR INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16 | 1 | 0.04% | 0.16% | 0.35% | Q3 2017 | Q2 2022 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.72% | 1.72% | 3.47% | Q4 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.59% | 1.50% | Q4 2018 | Q4 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2021 | 17 |
IMPAX ASSET MANAGEMENT LLC | 15 | 2 | 0.07% | 0.15% | 0.54% | Q1 2014 | Q2 2018 | 17 |
Zurich Insurance Group Ltd/FI | 11 | 1 | 0.01% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 17 |
Farmers National Bank | 15 | 2 | 0.03% | 0.33% | 0.56% | Q4 2014 | Q2 2019 | 17 |
Cognios Capital, LLC | 17 | 17 | 0.07% | 0.85% | 2.17% | Q1 2016 | Q1 2020 | 17 |
Shamrock Asset Management LLC | 17 | 17 | 0.01% | 0.29% | 0.98% | Q2 2013 | Q2 2017 | 17 |
GIRARD PARTNERS LTD. | 15 | 2 | 0.03% | 0.16% | 0.26% | Q4 2013 | Q3 2018 | 17 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 17 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.16% | 0.61% | Q1 2016 | Q3 2022 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 16 |
WEST PACES ADVISORS INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2020 | 16 |
HYMAN CHARLES D | 14 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2018 | 16 |
HARVEY INVESTMENT CO LLC | 15 | 1 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2017 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.43% | 0.53% | 0.73% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.02% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Edgemoor Investment Advisors, Inc. | 16 | 16 | 0.03% | 0.37% | 1.11% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q1 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.13% | 0.15% | 0.19% | Q2 2013 | Q1 2017 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 12 | 4 | 0.08% | 0.26% | 0.31% | Q2 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HALL CAPITAL MANAGEMENT CO INC | 9 | 1 | 0.17% | 0.39% | 0.79% | Q4 2014 | Q2 2020 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 16 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 12 | 4 | 0.01% | 0.20% | 0.56% | Q4 2017 | Q4 2022 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.73% | 2.48% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Bizma Investimentos Ltda | 16 | 16 | 2.01% | 3.00% | 4.11% | Q4 2018 | Q3 2022 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.15% | 0.22% | 0.30% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.11% | 0.21% | 0.38% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MAI Capital Management | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
GRIFFIN ASSET MANAGEMENT, INC. | 15 | 1 | 0.00% | 0.14% | 0.20% | Q2 2019 | Q2 2023 | 16 |
Hillman Capital Management, Inc. | 16 | 16 | 2.65% | 3.41% | 4.35% | Q4 2019 | Q3 2023 | 16 |
Surevest, LLC | 16 | 16 | 0.20% | 0.99% | 1.35% | Q4 2018 | Q3 2022 | 16 |
Gideon Capital Advisors, Inc. | 6 | 1 | 0.13% | 0.39% | 0.79% | Q4 2013 | Q4 2019 | 16 |
VALLEY WEALTH MANAGERS, INC. | 15 | 1 | 0.00% | 0.18% | 0.23% | Q1 2015 | Q2 2022 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 16 |
WEALTHFRONT Corp | 14 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 0.62% | 0.78% | 0.93% | Q4 2019 | Q3 2023 | 16 |
NuWave Investment Management, LLC | 10 | 1 | 0.00% | 0.22% | 0.77% | Q2 2013 | Q2 2021 | 16 |
Somerset Trust Co | 16 | 16 | 0.45% | 0.58% | 0.74% | Q4 2013 | Q3 2017 | 16 |
Atlas Brown,Inc. | 16 | 16 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q1 2017 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.14% | 0.32% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 16 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 2 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2017 | Q3 2020 | 15 |
Quantbot Technologies LP | 3 | 1 | 0.04% | 0.27% | 0.65% | Q2 2013 | Q2 2023 | 15 |
Probity Advisors, Inc. | 8 | 2 | 0.08% | 0.18% | 0.22% | Q3 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.10% | 0.26% | 0.55% | Q4 2019 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 15 |
Investors Research Corp | 15 | 15 | 0.00% | 0.01% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
CARLSON CAPITAL L P | 8 | 1 | 0.04% | 0.28% | 0.84% | Q2 2013 | Q1 2021 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 15 |
Capula Management Ltd | 3 | 2 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q1 2023 | 15 |
Triangle Securities Wealth Management | 15 | 15 | 0.23% | 0.36% | 0.45% | Q2 2018 | Q4 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 2 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2023 | 15 |
Teza Capital Management LLC | 8 | 1 | 0.04% | 0.34% | 1.18% | Q1 2018 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.02% | 0.04% | 0.14% | Q2 2020 | Q4 2023 | 15 |
Mascoma Wealth Management LLC | 8 | 7 | 0.00% | 0.08% | 0.16% | Q4 2016 | Q1 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.06% | 0.19% | Q2 2016 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q1 2019 | 15 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.14% | 0.59% | Q3 2013 | Q2 2023 | 15 |
FIRST NATIONAL BANK OF OMAHA | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2021 | 15 |
Strategic Advisors LLC | 15 | 15 | 0.23% | 0.41% | 0.62% | Q2 2013 | Q4 2016 | 15 |
ROPES WEALTH ADVISORS LLC | 13 | 2 | 0.06% | 0.11% | 0.17% | Q1 2015 | Q4 2018 | 15 |
Morningstar Investment Services LLC | 13 | 2 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 15 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.11% | 0.20% | 1.13% | Q2 2014 | Q1 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
United Asset Strategies, Inc. | 9 | 6 | 0.12% | 0.22% | 0.28% | Q3 2018 | Q3 2023 | 15 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 1 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q1 2018 | 15 |
SL ADVISORS, LLC | 15 | 15 | 0.24% | 0.63% | 1.00% | Q2 2016 | Q4 2019 | 15 |
BECKER CAPITAL MANAGEMENT INC | 15 | 15 | 0.04% | 0.34% | 0.55% | Q4 2019 | Q2 2023 | 15 |
UBS OCONNOR LLC | 10 | 1 | 0.00% | 0.68% | 1.63% | Q4 2013 | Q1 2018 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q1 2020 | 15 |
OFI Advisors LLC | 11 | 4 | 0.08% | 0.08% | 0.10% | Q3 2011 | Q3 2015 | 15 |
Lido Advisors, LLC | 12 | 3 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 15 |
NORRIS PERNE & FRENCH LLP/MI | 15 | 15 | 0.06% | 0.65% | 1.05% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q4 2016 | 15 |
PRIMECAP MANAGEMENT CO/CA/ | 15 | 15 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q4 2016 | 15 |
PRENTISS SMITH & CO INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Balentine LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.11% | 1.48% | Q4 2015 | Q4 2022 | 14 |
Archer Investment Corp | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Altshuler Shaham Ltd | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Mount Yale Investment Advisors, LLC | 11 | 3 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.08% | 0.21% | 0.46% | Q2 2013 | Q3 2016 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.02% | 0.20% | 0.39% | Q2 2013 | Q3 2016 | 14 |
IFC Holdings Incorporated/FL | 14 | 14 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q4 2016 | 14 |
WADDELL & REED FINANCIAL INC | 14 | 14 | 0.00% | 0.06% | 0.31% | Q2 2015 | Q3 2018 | 14 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.18% | 0.40% | Q2 2014 | Q4 2021 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2020 | 14 |
SII INVESTMENTS INC/WI | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2021 | 14 |
Donald L. Hagan, LLC | 12 | 1 | 0.03% | 0.94% | 1.65% | Q3 2015 | Q4 2020 | 14 |
Aldebaran Financial Inc. | 14 | 14 | 0.16% | 0.38% | 0.48% | Q4 2013 | Q1 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
M Holdings Securities, Inc. | 5 | 1 | 0.05% | 0.11% | 0.41% | Q3 2014 | Q1 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ISTHMUS PARTNERS, LLC | 14 | 14 | 0.01% | 0.69% | 2.11% | Q4 2014 | Q1 2018 | 14 |
FLIPPIN BRUCE & PORTER INC | 14 | 14 | 0.78% | 1.92% | 2.99% | Q4 2017 | Q1 2021 | 14 |
Main Street Research LLC | 7 | 2 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q1 2017 | 14 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 14 |
DOLIVER ADVISORS, LP | 10 | 4 | 0.09% | 0.17% | 0.23% | Q3 2019 | Q4 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q3 2016 | 14 |
WASHINGTON TRUST BANK | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Focused Wealth Management, Inc | 6 | 3 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q1 2019 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.02% | 0.17% | 0.51% | Q1 2019 | Q2 2022 | 14 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 2 | 0.00% | 0.33% | 1.88% | Q2 2013 | Q2 2017 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
HCR Wealth Advisors | 14 | 14 | 0.04% | 0.23% | 0.51% | Q3 2019 | Q4 2022 | 14 |
Advisors Preferred, LLC | 8 | 1 | 0.01% | 0.08% | 0.27% | Q4 2013 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q4 2021 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2022 | 14 |
Cornell Pochily Investment Advisors, Inc. | 13 | 13 | 0.17% | 0.25% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.12% | 0.19% | 0.25% | Q4 2018 | Q4 2021 | 13 |
ELM ADVISORS, LLC | 6 | 1 | 0.06% | 0.19% | 0.22% | Q4 2013 | Q4 2020 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 13 | 13 | 0.20% | 0.38% | 0.70% | Q4 2018 | Q4 2021 | 13 |
NUANCE INVESTMENTS, LLC | 10 | 3 | 0.08% | 2.01% | 5.24% | Q2 2013 | Q3 2017 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.11% | Q4 2013 | Q4 2016 | 13 |
CIBC BANK USA | 5 | 1 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q4 2019 | 13 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.07% | 0.22% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HAMEL ASSOCIATES, INC. | 13 | 13 | 0.19% | 0.47% | 0.54% | Q4 2013 | Q4 2016 | 13 |
ROTHSCHILD INVESTMENT LLC /IL | 13 | 13 | 0.03% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
FRED ALGER MANAGEMENT, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 13 |
AHL Partners LLP | 12 | 1 | 0.02% | 0.22% | 0.49% | Q3 2014 | Q4 2017 | 13 |
Symphony Financial, Ltd. Co. | 12 | 1 | 0.07% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 13 |
DEARBORN PARTNERS LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2023 | 13 |
Verity Asset Management, Inc. | 6 | 2 | 0.14% | 0.31% | 0.68% | Q4 2019 | Q3 2023 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q2 2016 | 13 |
CORNERSTONE ADVISORS INC | 7 | 6 | 0.05% | 0.12% | 0.19% | Q3 2013 | Q4 2017 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.14% | 0.18% | 0.25% | Q2 2013 | Q2 2016 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 13 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.24% | 0.63% | Q2 2012 | Q4 2022 | 13 |
1834 INVESTMENT ADVISORS CO | 12 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 13 |
WealthTrust-Arizona, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.18% | 0.60% | Q4 2014 | Q3 2023 | 13 |
CHILTON CAPITAL MANAGEMENT LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2018 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.01% | 0.04% | 0.14% | Q4 2017 | Q4 2020 | 13 |
6 Meridian | 11 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 13 |
Intellectus Partners, LLC | 12 | 1 | 0.01% | 0.16% | 0.28% | Q4 2016 | Q2 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q1 2017 | 13 |
FIRST FINANCIAL CORP /IN/ | 13 | 13 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q1 2021 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.16% | 0.22% | 0.32% | Q2 2013 | Q1 2016 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
INGALLS & SNYDER LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Northstar Group, Inc. | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.04% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2016 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.23% | 0.41% | Q4 2014 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Holocene Advisors, LP | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2020 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.18% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
AustralianSuper Pty Ltd | 9 | 3 | 0.08% | 0.84% | 3.89% | Q4 2016 | Q2 2020 | 12 |
PARK NATIONAL CORP /OH/ | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
AMF Tjanstepension AB | 4 | 2 | 0.00% | 0.08% | 0.19% | Q4 2014 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 12 | 12 | 0.07% | 0.12% | 0.14% | Q1 2018 | Q4 2020 | 12 |
Quinn Opportunity Partners LLC | 12 | 12 | 0.06% | 0.32% | 0.74% | Q1 2017 | Q4 2019 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.00% | 0.26% | 0.44% | Q2 2018 | Q1 2022 | 12 |
MV CAPITAL MANAGEMENT, INC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Unigestion Holding SA | 7 | 1 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 12 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.01% | 0.23% | 0.70% | Q2 2013 | Q2 2016 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.11% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 9 | 3 | 0.02% | 0.06% | 0.22% | Q2 2015 | Q2 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 3 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2022 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.87% | 1.05% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.10% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.05% | 0.22% | Q2 2016 | Q2 2023 | 12 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.00% | 0.15% | 0.40% | Q4 2014 | Q1 2023 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.00% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 0.15% | 1.30% | 2.54% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.19% | 0.29% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2018 | 12 |
First American Bank | 9 | 1 | 0.08% | 0.11% | 0.14% | Q3 2018 | Q4 2021 | 12 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.49% | 1.81% | Q1 2016 | Q1 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ANALYTIC INVESTORS, LLC | 8 | 4 | 0.01% | 0.50% | 1.19% | Q2 2013 | Q3 2016 | 12 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q4 2020 | 12 |
ALLSTATE CORP | 6 | 1 | 0.01% | 0.14% | 0.35% | Q2 2013 | Q4 2022 | 12 |
West Branch Capital LLC | 10 | 2 | 0.03% | 0.07% | 0.23% | Q2 2018 | Q3 2023 | 12 |
Meiji Yasuda Life Insurance Co | 5 | 1 | 0.01% | 0.10% | 0.24% | Q2 2014 | Q4 2022 | 11 |
INR ADVISORY SERVICES LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Diversified Trust Co | 3 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2023 | 11 |
PROFFITT & GOODSON INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.10% | 0.29% | Q1 2017 | Q1 2023 | 11 |
Rossmore Private Capital | 10 | 1 | 0.00% | 0.04% | 0.05% | Q4 2017 | Q1 2023 | 11 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 11 | 11 | 0.12% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 11 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2018 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 11 | 11 | 0.00% | 0.05% | 0.12% | Q1 2015 | Q3 2017 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Calvert Investment Management, Inc. | 11 | 11 | 0.04% | 0.34% | 1.66% | Q2 2014 | Q4 2016 | 11 |
OXFORD ASSET MANAGEMENT LLP | 11 | 11 | 0.02% | 0.10% | 0.30% | Q2 2017 | Q4 2019 | 11 |
MASTRAPASQUA ASSET MANAGEMENT INC | 7 | 4 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.30% | 0.42% | 0.58% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.23% | 0.33% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Euclid Advisors LLC | 9 | 1 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q2 2016 | 11 |
ALPS ADVISORS INC | 5 | 2 | 0.00% | 0.09% | 0.24% | Q1 2014 | Q2 2022 | 11 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.09% | 0.78% | Q4 2017 | Q4 2019 | 11 |
CLINTON GROUP INC | 5 | 1 | 0.04% | 0.18% | 0.37% | Q4 2013 | Q3 2018 | 11 |
Trilogy Capital Inc. | 7 | 4 | 0.02% | 0.08% | 0.16% | Q1 2018 | Q3 2023 | 11 |
WOODMONT INVESTMENT COUNSEL LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FLOSSBACH VON STORCH AG | 10 | 1 | 0.01% | 1.07% | 2.40% | Q2 2013 | Q4 2017 | 11 |
Soltis Investment Advisors LLC | 11 | 11 | 0.22% | 0.29% | 0.47% | Q1 2021 | Q3 2023 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q4 2015 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Penserra Capital Management LLC | 7 | 4 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Callahan Advisors, LLC | 11 | 11 | 0.16% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Relative Value Partners Group, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Banco Santander, S.A. | 7 | 4 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 11 |
DEPRINCE RACE & ZOLLO INC | 11 | 11 | 0.55% | 0.63% | 0.72% | Q2 2013 | Q4 2015 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.06% | 0.11% | 0.17% | Q2 2020 | Q4 2022 | 11 |
GFS Advisors, LLC | 6 | 2 | 0.00% | 0.25% | 0.84% | Q1 2014 | Q2 2018 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.42% | 0.69% | 0.94% | Q1 2018 | Q3 2020 | 11 |
SCHWARTZ INVESTMENT COUNSEL INC | 6 | 5 | 0.16% | 1.42% | 2.17% | Q2 2013 | Q1 2021 | 11 |
CYPRESS ASSET MANAGEMENT INC/TX | 10 | 1 | 0.05% | 0.19% | 0.33% | Q3 2019 | Q2 2022 | 11 |
CRAWFORD INVESTMENT COUNSEL INC | 10 | 1 | 0.01% | 0.28% | 0.62% | Q2 2016 | Q3 2023 | 11 |
Seelaus Asset Management LLC | 11 | 11 | 0.21% | 0.29% | 0.41% | Q1 2021 | Q3 2023 | 11 |
First PREMIER Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 9 | 2 | 0.12% | 0.24% | 1.12% | Q2 2014 | Q2 2023 | 11 |
AlphaMark Advisors, LLC | 10 | 1 | 0.00% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 11 |
Concert Wealth Management Inc. | 7 | 4 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2016 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.32% | 0.44% | 0.59% | Q4 2017 | Q2 2020 | 11 |
Eudaimonia Partners, LLC | 6 | 1 | 0.06% | 0.16% | 0.51% | Q4 2019 | Q4 2022 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 11 |
PROFESSIONAL ADVISORY SERVICES INC | 11 | 11 | 1.88% | 2.87% | 4.12% | Q3 2019 | Q1 2022 | 11 |
Trexquant Investment LP | 2 | 1 | 0.06% | 0.20% | 0.41% | Q2 2015 | Q2 2023 | 11 |
WHEATLAND ADVISORS INC | 11 | 11 | 0.92% | 1.33% | 2.10% | Q4 2017 | Q2 2020 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.12% | 0.50% | Q3 2018 | Q3 2023 | 11 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2019 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.06% | 0.14% | 0.18% | Q4 2018 | Q1 2021 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.32% | 1.17% | 1.76% | Q4 2014 | Q1 2017 | 10 |
DEERE & CO | 7 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2016 | 10 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q1 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.07% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 10 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.10% | 0.50% | 0.85% | Q2 2014 | Q2 2018 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 4 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 10 |
GLG LLC | 7 | 3 | 0.02% | 0.07% | 0.15% | Q2 2014 | Q3 2017 | 10 |
Private Wealth Partners, LLC | 5 | 2 | 0.02% | 0.15% | 0.26% | Q3 2017 | Q2 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Spears Abacus Advisors LLC | 7 | 3 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q2 2017 | 10 |
Amundi | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Virtus Investment Advisers, Inc. | 6 | 4 | 0.01% | 0.07% | 0.13% | Q3 2016 | Q2 2023 | 10 |
PRIO WEALTH LIMITED PARTNERSHIP | 10 | 10 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Dynamic Capital Management Ltd | 3 | 1 | 0.10% | 0.83% | 2.12% | Q3 2013 | Q2 2019 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 0.66% | 0.79% | 0.97% | Q1 2021 | Q2 2023 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.08% | 0.19% | Q3 2017 | Q4 2019 | 10 |
Robbins Farley | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Humankind Investments LLC | 10 | 10 | 0.10% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Addison Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Iron Horse Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q4 2022 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.82% | 1.24% | 1.64% | Q1 2021 | Q2 2023 | 10 |
CHIRON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.04% | 0.71% | 1.51% | Q3 2020 | Q3 2023 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
Fiera Capital Corp | 5 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q2 2022 | 10 |
REGENTATLANTIC CAPITAL LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2022 | 10 |
Keebeck Wealth Management, LLC | 10 | 10 | 0.08% | 0.12% | 0.20% | Q4 2019 | Q1 2022 | 10 |
Nelson Capital Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2019 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.15% | 0.22% | 0.30% | Q4 2019 | Q1 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.17% | Q1 2016 | Q4 2021 | 10 |
tru Independence LLC | 10 | 10 | 0.01% | 1.06% | 1.70% | Q4 2019 | Q1 2022 | 10 |
Peregrine Asset Advisers, Inc. | 9 | 1 | 0.37% | 1.85% | 3.12% | Q4 2018 | Q2 2022 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q4 2020 | 10 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 10 |
Aviance Capital Partners, LLC | 6 | 4 | 0.07% | 0.11% | 0.26% | Q3 2014 | Q1 2017 | 10 |
ALETHEA CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.12% | 0.70% | 3.26% | Q4 2015 | Q1 2022 | 10 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.08% | 0.33% | Q3 2019 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Empirical Finance, LLC | 9 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 10 |
Manning & Napier Group, LLC | 8 | 2 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2017 | 10 |
NorthRock Partners, LLC | 10 | 10 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q1 2022 | 10 |
Stratos Wealth Advisors, LLC | 10 | 10 | 0.14% | 0.18% | 0.24% | Q1 2021 | Q2 2023 | 10 |
Donoghue Forlines LLC | 6 | 1 | 0.14% | 0.31% | 0.70% | Q2 2019 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ICICI Prudential Asset Management Co Ltd | 7 | 3 | 0.69% | 1.42% | 2.64% | Q4 2020 | Q3 2023 | 10 |
Keystone Financial Planning, Inc. | 8 | 1 | 0.18% | 1.80% | 2.86% | Q4 2020 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q1 2017 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2020 | 10 |
OneDigital Investment Advisors LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2022 | 10 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q2 2023 | 10 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.01% | 0.09% | 0.22% | Q3 2015 | Q3 2018 | 10 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.12% | 0.29% | Q4 2015 | Q2 2019 | 10 |
O'Shares Investment Advisers, LLC | 6 | 4 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q2 2021 | 10 |
Brown Advisory Securities, LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q3 2018 | 10 |
Parasol Investment Management, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q4 2016 | 9 |
BONTEMPO OHLY CAPITAL MGMT LLC | 9 | 9 | 1.44% | 1.63% | 1.78% | Q4 2014 | Q4 2016 | 9 |
Rafferty Asset Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
HS Management Partners, LLC | 5 | 2 | 3.34% | 4.97% | 7.01% | Q2 2013 | Q4 2021 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.22% | 0.33% | 0.40% | Q3 2021 | Q3 2023 | 9 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.37% | 0.88% | Q2 2016 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 8 | 1 | 0.04% | 0.79% | 1.31% | Q2 2013 | Q4 2019 | 9 |
Advisor OS, LLC | 9 | 9 | 0.35% | 0.64% | 0.82% | Q3 2021 | Q3 2023 | 9 |
Saturna Capital CORP | 8 | 1 | 0.00% | 0.46% | 0.82% | Q2 2013 | Q4 2015 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.02% | 0.09% | 0.12% | Q1 2014 | Q1 2016 | 9 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.35% | 2.18% | Q3 2017 | Q2 2020 | 9 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.35% | 3.01% | Q4 2013 | Q3 2018 | 9 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
NEW ENGLAND ASSET MANAGEMENT INC | 9 | 9 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q2 2015 | 9 |
ICON ADVISERS INC/CO | 8 | 1 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q4 2019 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.16% | 0.30% | 0.41% | Q4 2021 | Q4 2023 | 9 |
Wellington Shields Capital Management, LLC | 9 | 9 | 0.06% | 0.13% | 0.30% | Q2 2013 | Q2 2015 | 9 |
STRATTON MANAGEMENT CO | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
abrdn Investment Management Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 8 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 9 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 6 | 1 | 0.11% | 0.13% | 0.14% | Q3 2019 | Q2 2023 | 9 |
EXCALIBUR MANAGEMENT CORP | 8 | 1 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.15% | 0.19% | 0.25% | Q4 2020 | Q4 2022 | 9 |
Arden Trust Co | 7 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2022 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Mercer Capital Advisers, Inc. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
Assured Investment Management LLC | 6 | 3 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2017 | 9 |
TWIN CAPITAL MANAGEMENT INC | 5 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 9 |
Visium Asset Management, LP | 7 | 2 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2015 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 4 | 0.03% | 0.13% | 0.34% | Q4 2015 | Q3 2021 | 9 |
Trust CO of the Ozarks | 9 | 9 | 0.08% | 0.10% | 0.16% | Q3 2013 | Q3 2015 | 9 |
HighVista Strategies LLC | 3 | 1 | 0.03% | 0.28% | 0.61% | Q2 2014 | Q2 2019 | 9 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.11% | 0.13% | 0.14% | Q4 2018 | Q1 2023 | 9 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.10% | 0.32% | 0.51% | Q4 2020 | Q4 2022 | 9 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.10% | 0.37% | Q4 2013 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 9 |
BRIGHTON JONES LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2018 | 9 |
Integrated Wealth Management | 9 | 9 | 0.58% | 0.68% | 0.78% | Q1 2015 | Q1 2017 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 9 |
Cadence Bank | 9 | 9 | 0.04% | 0.36% | 0.66% | Q4 2018 | Q4 2020 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2015 | 9 |
PREMIER ASSET MANAGEMENT LLC | 9 | 9 | 0.08% | 0.17% | 0.32% | Q3 2020 | Q3 2022 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 9 |
A. D. Beadell Investment Counsel, Inc. | 9 | 9 | 1.60% | 1.75% | 2.00% | Q2 2013 | Q2 2015 | 9 |
Waverly Advisors, LLC | 5 | 4 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Bredin Investment LLC | 9 | 9 | 0.24% | 0.27% | 0.28% | Q4 2017 | Q4 2019 | 9 |
Airain ltd | 4 | 1 | 0.01% | 0.09% | 0.35% | Q4 2013 | Q2 2017 | 9 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Ballentine Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.27% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.33% | 0.48% | 0.80% | Q4 2019 | Q3 2021 | 8 |
ATLAS CAPITAL ADVISORS LLC | 6 | 2 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2022 | 8 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.94% | 1.16% | Q4 2015 | Q3 2017 | 8 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.02% | 0.26% | 0.71% | Q4 2013 | Q4 2019 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.17% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.06% | 0.16% | Q4 2022 | Q2 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ARS Investment Partners, LLC | 8 | 8 | 0.24% | 1.25% | 1.84% | Q1 2017 | Q4 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BANK OF NOVA SCOTIA TRUST CO | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 8 |
Baker Chad R | 8 | 8 | 0.74% | 0.94% | 1.09% | Q4 2015 | Q3 2017 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 8 |
SMITH CHAS P & ASSOCIATES PA CPAS | 6 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 8 |
IFG Advisory, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q4 2021 | 8 |
Gryphon Financial Partners LLC | 3 | 2 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q4 2022 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
LOEB PARTNERS CORP | 8 | 8 | 0.10% | 0.15% | 0.40% | Q4 2015 | Q3 2017 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ceredex Value Advisors LLC | 6 | 2 | 0.38% | 1.22% | 2.50% | Q2 2018 | Q2 2020 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.24% | 0.68% | Q4 2018 | Q1 2023 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.11% | 0.25% | 0.42% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.31% | 0.60% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Canton Hathaway, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 8 |
Quantinno Capital Management LP | 5 | 3 | 0.02% | 0.19% | 0.42% | Q2 2020 | Q3 2023 | 8 |
SYMONS CAPITAL MANAGEMENT INC | 8 | 8 | 2.12% | 2.50% | 3.00% | Q2 2013 | Q1 2015 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.02% | 0.29% | 1.11% | Q2 2021 | Q3 2023 | 8 |
Hexavest Inc. | 4 | 4 | 0.24% | 0.58% | 0.73% | Q2 2015 | Q3 2018 | 8 |
Occidental Asset Management, LLC | 8 | 8 | 0.21% | 0.32% | 0.40% | Q1 2019 | Q4 2020 | 8 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 8 |
KG&L Capital Management,LLC | 8 | 8 | 0.11% | 0.15% | 0.24% | Q2 2021 | Q1 2023 | 8 |
ASSET ADVISORS CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
DOCK STREET ASSET MANAGEMENT INC | 8 | 8 | 0.34% | 0.56% | 0.81% | Q2 2021 | Q1 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
USCA RIA LLC | 7 | 1 | 0.06% | 0.25% | 0.56% | Q1 2018 | Q1 2020 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
HOLDERNESS INVESTMENTS CO | 7 | 1 | 0.10% | 0.17% | 0.24% | Q4 2015 | Q2 2018 | 8 |
Mount Lucas Management LP | 4 | 4 | 0.45% | 0.70% | 0.96% | Q1 2016 | Q1 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Westchester Capital Management, LLC | 4 | 4 | 0.03% | 0.29% | 0.49% | Q4 2022 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q3 2016 | 8 |
FIC CAPITAL INC | 8 | 8 | 0.67% | 0.85% | 1.23% | Q2 2013 | Q1 2015 | 8 |
MADDEN SECURITIES Corp | 8 | 8 | 0.57% | 0.86% | 1.59% | Q2 2021 | Q1 2023 | 8 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 8 |
Delta Accumulation, LLC | 4 | 4 | 0.23% | 0.67% | 0.99% | Q4 2022 | Q3 2023 | 8 |
BESSEMER SECURITIES LLC | 4 | 1 | 0.14% | 0.46% | 1.07% | Q4 2013 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
American Research & Management Co. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.10% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.19% | 0.40% | Q4 2020 | Q3 2023 | 8 |
HARRIS ASSOCIATES L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q1 2015 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2019 | Q2 2023 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.01% | 0.21% | 0.43% | Q2 2013 | Q1 2015 | 8 |
BANK OF HAWAII | 7 | 1 | 0.02% | 0.03% | 0.07% | Q1 2014 | Q4 2021 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.15% | 0.40% | 0.83% | Q3 2014 | Q4 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stack Financial Management, Inc | 8 | 8 | 1.33% | 1.40% | 1.52% | Q2 2013 | Q1 2015 | 8 |
Canal Insurance CO | 8 | 8 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.18% | 0.57% | Q3 2013 | Q2 2020 | 8 |
Bridgecreek Investment Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Eagle Bay Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Essex LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.24% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.19% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2014 | 7 |
FIRST NIAGARA BANK | 7 | 7 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q4 2014 | 7 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 7 | 0.46% | 0.66% | 0.79% | Q3 2017 | Q1 2019 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
TDAM USA INC. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2018 | 7 |
COOKSON PEIRCE & CO INC | 4 | 3 | 0.06% | 0.34% | 0.78% | Q4 2015 | Q4 2022 | 7 |
Chesley Taft & Associates LLC | 7 | 7 | 0.54% | 0.59% | 0.67% | Q2 2013 | Q4 2014 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 1 | 0.01% | 0.33% | 0.58% | Q2 2013 | Q2 2017 | 7 |
WATERS PARKERSON & CO., LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2017 | 7 |
BANCED CORP | 7 | 7 | 0.49% | 0.53% | 0.58% | Q2 2013 | Q4 2014 | 7 |
HHG & Company, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
America First Investment Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 7 |
Champlain Investment Partners, LLC | 7 | 7 | 0.32% | 0.53% | 0.68% | Q1 2013 | Q3 2014 | 7 |
Zebra Capital Management LLC | 7 | 7 | 0.26% | 0.63% | 0.85% | Q1 2014 | Q3 2015 | 7 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.18% | 0.38% | 0.70% | Q3 2013 | Q4 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Platte River Capital LLC | 7 | 7 | 0.29% | 0.86% | 1.26% | Q2 2013 | Q4 2014 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
683 Capital Management, LLC | 7 | 7 | 0.66% | 1.02% | 1.30% | Q2 2017 | Q4 2018 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2023 | 7 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2017 | 7 |
Axel Capital Management, LLC | 7 | 7 | 0.01% | 0.10% | 0.47% | Q3 2013 | Q1 2015 | 7 |
Nikko Asset Management Americas, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 7 |
Independent Franchise Partners LLP | 7 | 7 | 3.60% | 4.27% | 4.89% | Q2 2013 | Q4 2014 | 7 |
Absolute Return Capital, LLC | 7 | 7 | 0.03% | 0.36% | 0.68% | Q1 2014 | Q3 2015 | 7 |
Neuberger Berman Canada ULC | 6 | 1 | 0.05% | 0.25% | 0.46% | Q3 2013 | Q2 2015 | 7 |
Holloway Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.12% | 0.18% | Q2 2015 | Q3 2023 | 7 |
PICTET BANK & TRUST Ltd | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2015 | Q2 2017 | 7 |
Redhawk Wealth Advisors, Inc. | 7 | 7 | 0.14% | 0.33% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Alta Advisers Ltd | 5 | 2 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.53% | 1.28% | Q2 2014 | Q4 2022 | 7 |
Krane Funds Advisors LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 7 |
GREATMARK INVESTMENT PARTNERS, INC. | 7 | 7 | 0.05% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Kiwi Wealth Investments Limited Partnership | 4 | 1 | 0.08% | 0.19% | 0.26% | Q4 2017 | Q4 2022 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
West Family Investments, Inc. | 4 | 1 | 0.07% | 0.15% | 0.23% | Q2 2021 | Q2 2023 | 7 |
Cerebellum GP, LLC | 6 | 1 | 0.05% | 0.19% | 0.30% | Q4 2017 | Q2 2020 | 7 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q2 2020 | 7 |
Parkwood LLC | 6 | 1 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q1 2017 | 7 |
Mengis Capital Management, Inc. | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2022 | 7 |
Aquila Investment Management LLC | 7 | 7 | 0.38% | 1.37% | 1.87% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 7 |
Alpha Omega Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 1 | 0.05% | 0.08% | 0.20% | Q3 2019 | Q3 2023 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.07% | 0.54% | 1.16% | Q2 2019 | Q1 2023 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.17% | 0.48% | Q1 2019 | Q1 2023 | 7 |
Alaska Wealth Advisors | 7 | 7 | 0.10% | 0.89% | 1.62% | Q1 2022 | Q3 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2019 | 7 |
Atom Investors LP | 6 | 1 | 0.03% | 0.14% | 0.26% | Q1 2019 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 1 | 0.03% | 0.14% | 0.40% | Q4 2019 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Vectors Research Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 7 |
Compton Wealth Advisory Group, LLC | 7 | 7 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
MIROVA | 6 | 1 | 0.01% | 0.16% | 0.25% | Q4 2019 | Q4 2022 | 7 |
Realta Investment Advisors | 4 | 3 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q4 2022 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.10% | 0.13% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Lineweaver Wealth Advisors, LLC | 5 | 1 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.14% | 0.16% | 0.21% | Q3 2021 | Q1 2023 | 7 |
Alpha Paradigm Partners, LLC | 4 | 3 | 0.08% | 0.19% | 0.32% | Q4 2020 | Q4 2022 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.47% | 0.62% | 0.74% | Q1 2022 | Q3 2023 | 7 |
JEPPSON WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q3 2022 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SPRING CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.81% | 2.14% | 2.58% | Q4 2021 | Q2 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.24% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
PFS Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 5 | 2 | 0.08% | 0.85% | 1.27% | Q4 2013 | Q1 2017 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
NatWest Group plc | 4 | 3 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2015 | 7 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.10% | 0.34% | Q2 2014 | Q2 2023 | 7 |
DAVIS R M INC | 7 | 7 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.06% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Coastal Bridge Advisors, LLC | 5 | 1 | 0.06% | 0.11% | 0.15% | Q4 2015 | Q2 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.21% | 0.31% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Redwood Investment Management, LLC | 4 | 2 | 0.10% | 0.15% | 0.19% | Q1 2019 | Q3 2021 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.14% | 0.70% | Q4 2016 | Q1 2018 | 6 |
Ameritas Advisory Services, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
CrestPoint Capital Management, LLC | 6 | 6 | 0.20% | 0.22% | 0.24% | Q1 2014 | Q2 2015 | 6 |
Alaska Permanent Fund Corp | 4 | 2 | 0.00% | 0.14% | 0.25% | Q1 2022 | Q3 2023 | 6 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Hemington Wealth Management | 6 | 6 | 0.10% | 0.13% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Versor Investments LP | 4 | 1 | 0.01% | 0.11% | 0.22% | Q3 2018 | Q2 2023 | 6 |
HighTower Trust Company, N.A. | 3 | 3 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q1 2023 | 6 |
Miracle Mile Advisors, LLC | 4 | 2 | 0.13% | 0.20% | 0.32% | Q2 2018 | Q4 2019 | 6 |
Alambic Investment Management, L.P. | 4 | 2 | 0.11% | 0.35% | 0.74% | Q2 2016 | Q4 2017 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2017 | 6 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 6 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 6 |
Czech National Bank | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2023 | 6 |
Boston Partners | 4 | 2 | 0.00% | 0.03% | 0.16% | Q1 2015 | Q3 2018 | 6 |
Sageworth Trust Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.17% | 0.36% | 0.60% | Q2 2014 | Q1 2017 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Brookmont Capital Management | 6 | 6 | 1.25% | 3.21% | 3.76% | Q2 2013 | Q3 2014 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
Baker Ellis Asset Management LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 6 |
COZAD ASSET MANAGEMENT INC | 4 | 2 | 0.16% | 0.21% | 0.33% | Q1 2020 | Q3 2023 | 6 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.08% | 0.22% | Q3 2013 | Q1 2020 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 6 |
Swedbank | 6 | 6 | 0.33% | 0.42% | 0.50% | Q2 2018 | Q3 2019 | 6 |
AIA Group Ltd | 6 | 6 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q1 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.15% | 0.24% | Q4 2015 | Q2 2022 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q3 2015 | 6 |
Metis Global Partners, LLC | 4 | 2 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Santa Fe Partners LLC | 5 | 1 | 0.04% | 0.27% | 0.49% | Q4 2013 | Q3 2015 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2017 | 6 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q2 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
Hodges Capital Management Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Y-Intercept (Hong Kong) Ltd | 5 | 1 | 0.05% | 0.13% | 0.23% | Q4 2020 | Q2 2022 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.02% | 0.16% | 0.51% | Q4 2020 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Miller Investment Management, LP | 6 | 6 | 0.25% | 0.27% | 0.31% | Q2 2017 | Q3 2018 | 6 |
Hamilton Point Investment Advisors, LLC | 6 | 6 | 1.00% | 1.17% | 1.30% | Q4 2018 | Q1 2020 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q2 2015 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.06% | 0.25% | 0.47% | Q3 2015 | Q1 2022 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DT Investment Partners, LLC | 3 | 1 | 0.03% | 0.10% | 0.13% | Q2 2015 | Q3 2023 | 6 |
CLARK ESTATES INC/NY | 6 | 6 | 0.44% | 0.50% | 0.56% | Q1 2021 | Q2 2022 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
IRON Financial LLC | 6 | 6 | 0.23% | 0.35% | 0.46% | Q3 2021 | Q4 2022 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Norway Savings Bank | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 6 |
St. James Investment Company, LLC | 6 | 6 | 0.03% | 0.07% | 0.09% | Q1 2015 | Q2 2016 | 6 |
Pine River Capital Management L.P. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2015 | 6 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.03% | 0.09% | 0.22% | Q1 2019 | Q2 2023 | 6 |
Chiron Investment Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Machina Capital S.A.S. | 4 | 1 | 0.11% | 0.36% | 0.70% | Q4 2018 | Q3 2023 | 6 |
TODD ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Convergence Investment Partners, LLC | 3 | 1 | 0.01% | 0.39% | 0.55% | Q1 2014 | Q2 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.08% | 0.35% | 0.72% | Q3 2019 | Q1 2023 | 6 |
Archford Capital Strategies, LLC | 5 | 1 | 0.00% | 0.06% | 0.07% | Q1 2014 | Q4 2015 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TRUST CO OF OKLAHOMA | 6 | 6 | 0.21% | 0.57% | 0.99% | Q2 2013 | Q3 2014 | 6 |
SUMITOMO LIFE INSURANCE CO | 6 | 6 | 0.09% | 0.13% | 0.17% | Q3 2013 | Q4 2014 | 6 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.29% | 0.66% | Q4 2013 | Q2 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2016 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.12% | 0.16% | Q1 2022 | Q2 2023 | 6 |
NCM CAPITAL MANAGEMENT GROUP INC | 6 | 6 | 1.01% | 1.29% | 1.66% | Q3 2013 | Q4 2014 | 6 |
STEWART & PATTEN CO LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Lifeworks Advisors, LLC | 6 | 6 | 0.13% | 0.20% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Riverwater Partners LLC | 5 | 1 | 0.21% | 0.32% | 0.79% | Q4 2021 | Q2 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2014 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
EQUITABLE TRUST CO | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.06% | Q4 2017 | Q1 2019 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 6 | 0.02% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Cooperatieve Rabobank U.A. | 6 | 6 | 0.19% | 0.41% | 0.63% | Q2 2013 | Q3 2014 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Global Thematic Partners, LLC | 6 | 6 | 1.06% | 2.31% | 2.88% | Q3 2016 | Q4 2017 | 6 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.06% | 0.17% | Q1 2019 | Q1 2021 | 6 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 5 |
Destiny Wealth Partners, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Orion Capital Management LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.26% | 0.68% | 1.24% | Q3 2014 | Q3 2017 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.00% | 0.10% | 0.14% | Q2 2022 | Q1 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Holowesko Partners Ltd. | 5 | 5 | 1.46% | 5.48% | 7.51% | Q1 2021 | Q1 2022 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.41% | 0.43% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Tevis Investment Management | 5 | 5 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q4 2022 | 5 |
IMPACTfolio, LLC | 4 | 1 | 0.15% | 0.21% | 0.25% | Q3 2022 | Q4 2023 | 5 |
EHP Funds Inc. | 5 | 5 | 0.08% | 0.21% | 0.65% | Q1 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.70% | 0.83% | 0.93% | Q4 2021 | Q4 2022 | 5 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Mystic Asset Management, Inc. | 5 | 5 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
626 Financial, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q2 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Legacy Advisors, LLC | 3 | 2 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q2 2019 | 5 |
Eos Focused Equity Management, L.P. | 5 | 5 | 2.02% | 2.53% | 3.16% | Q4 2017 | Q4 2018 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.09% | 0.14% | Q3 2016 | Q1 2021 | 5 |
SUFFOLK CAPITAL MANAGEMENT LLC | 4 | 1 | 0.33% | 0.67% | 1.15% | Q2 2014 | Q4 2016 | 5 |
FORTALEZA ASSET MANAGEMENT INC/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Leucadia National | 3 | 1 | 0.00% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 5 |
Fernwood Investment Management, LLC | 5 | 5 | 0.43% | 0.51% | 0.57% | Q3 2022 | Q3 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 2 | 0.00% | 0.24% | 1.17% | Q2 2014 | Q3 2016 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 5 |
Grassi Investment Management | 5 | 5 | 0.50% | 0.53% | 0.62% | Q2 2014 | Q2 2015 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 5 | 5 | 1.36% | 2.82% | 3.86% | Q1 2016 | Q1 2017 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 5 |
CATAWBA CAPITAL MANAGEMENT /VA | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q1 2017 | 5 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 5 |
Ergoteles LLC | 3 | 1 | 0.02% | 0.07% | 0.16% | Q1 2021 | Q1 2023 | 5 |
AGF INVESTMENTS INC. | 3 | 2 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2020 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 1 | 0.05% | 0.93% | 1.19% | Q1 2015 | Q2 2016 | 5 |
Integrated Advisors Network LLC | 3 | 2 | 0.01% | 0.15% | 0.41% | Q4 2019 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Altium Wealth Management LLC | 4 | 1 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q3 2019 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.02% | 0.03% | 0.07% | Q4 2014 | Q1 2017 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.35% | 0.88% | Q4 2020 | Q2 2023 | 5 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 5 |
CURIAN CAPITAL LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 5 |
BBT Capital Management, LLC | 5 | 5 | 0.18% | 0.31% | 0.44% | Q4 2013 | Q4 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Visionary Asset Management, Inc. | 4 | 1 | 0.00% | 0.07% | 0.09% | Q2 2014 | Q3 2018 | 5 |
American Trust Investment Advisors, LLC | 5 | 5 | 1.66% | 2.13% | 2.56% | Q4 2019 | Q4 2020 | 5 |
Perpetual Ltd | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2017 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 2 | 0.41% | 0.54% | 0.72% | Q1 2014 | Q3 2016 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.64% | 0.86% | 0.98% | Q2 2018 | Q3 2023 | 5 |
South Dakota Investment Council | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2014 | Q3 2015 | 5 |
FMA ADVISORY INC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q4 2020 | 5 |
Power Corp of Canada | 5 | 5 | 0.16% | 0.24% | 0.29% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q4 2021 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 3 | 1 | 0.04% | 0.54% | 1.06% | Q3 2014 | Q4 2017 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.15% | 0.26% | Q4 2015 | Q3 2018 | 5 |
Cypress Capital Group | 4 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q3 2023 | 5 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.09% | 0.21% | Q4 2020 | Q1 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Ruane, Cunniff & Goldfarb | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2013 | Q3 2014 | 5 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.13% | 0.54% | Q4 2015 | Q1 2017 | 5 |
RB Capital Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 3 | 2 | 0.04% | 0.14% | 0.23% | Q3 2021 | Q4 2022 | 5 |
GAM SYSTEMATIC LLP | 3 | 2 | 0.03% | 0.17% | 0.35% | Q4 2014 | Q3 2016 | 5 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q2 2018 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 5 |
Omnia Family Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 5 |
VALUE PARTNERS LTD /ADV | 5 | 5 | 2.20% | 3.91% | 5.18% | Q4 2013 | Q4 2014 | 5 |
Round Table Services, LLC | 4 | 1 | 0.07% | 0.28% | 0.44% | Q3 2015 | Q2 2017 | 5 |
LILLEY & CO | 5 | 5 | 0.63% | 0.68% | 0.82% | Q2 2013 | Q2 2014 | 5 |
ALPHASIMPLEX GROUP, LLC | 5 | 5 | 0.11% | 0.22% | 0.39% | Q2 2020 | Q2 2021 | 5 |
Arlington Partners LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2021 | 5 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
State of Wyoming | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q2 2023 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q2 2016 | 5 |
XTX Topco Ltd | 3 | 1 | 0.06% | 0.15% | 0.24% | Q2 2021 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Ninety One UK Ltd | 5 | 5 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 3 | 2 | 0.05% | 0.11% | 0.22% | Q1 2021 | Q2 2022 | 5 |
WOLFF WIESE MAGANA LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.01% | 0.17% | 0.70% | Q3 2013 | Q3 2014 | 5 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 4 |
Palisades Hudson Asset Management, L.P. | 2 | 2 | 0.18% | 0.19% | 0.22% | Q2 2013 | Q1 2016 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 4 |
Acorn Wealth Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Triumph Capital Management | 4 | 4 | 0.11% | 0.24% | 0.34% | Q2 2021 | Q1 2022 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q4 2019 | 4 |
CULLINAN ASSOCIATES INC | 4 | 4 | 0.24% | 0.31% | 0.38% | Q4 2014 | Q3 2015 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q1 2015 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q1 2018 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.16% | 0.19% | 0.29% | Q2 2013 | Q1 2014 | 4 |
Global Endowment Management, LP | 3 | 1 | 0.10% | 0.25% | 0.63% | Q4 2018 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
COLUMBUS CIRCLE INVESTORS | 4 | 4 | 0.69% | 0.82% | 1.08% | Q1 2016 | Q4 2016 | 4 |
WALL STREET ASSOCIATES | 4 | 4 | 0.22% | 0.29% | 0.42% | Q1 2016 | Q4 2016 | 4 |
Spark Investment Management LLC | 4 | 4 | 0.71% | 1.23% | 1.51% | Q2 2019 | Q1 2020 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.31% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Eliot Finkel Investment Counsel, LLC | 4 | 4 | 2.83% | 2.99% | 3.14% | Q2 2021 | Q1 2022 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.34% | 0.51% | 0.59% | Q2 2013 | Q1 2014 | 4 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2015 | Q3 2016 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q2 2018 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 4 |
VECTOR WEALTH MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q3 2015 | Q2 2016 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.66% | 0.66% | 0.67% | Q4 2022 | Q3 2023 | 4 |
FCM INVESTMENTS/TX | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
JET CAPITAL INVESTORS L P | 2 | 1 | 0.37% | 4.29% | 12.31% | Q1 2018 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.13% | 0.27% | Q1 2016 | Q2 2017 | 4 |
Soros Fund Management | 2 | 1 | 0.02% | 0.27% | 0.57% | Q3 2015 | Q3 2018 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.40% | 1.43% | 2.14% | Q2 2015 | Q1 2016 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.01% | 0.42% | 1.10% | Q3 2018 | Q4 2019 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q3 2020 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.77% | 0.91% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ziegler Capital Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q2 2020 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.09% | 0.16% | 0.31% | Q4 2015 | Q2 2020 | 4 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 4 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.10% | 0.19% | 0.25% | Q3 2015 | Q2 2020 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Aaron Wealth Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Bellecapital International Ltd. | 4 | 4 | 0.26% | 0.43% | 0.59% | Q1 2019 | Q4 2019 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.65% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Majedie Asset Management Ltd | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q2 2015 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Qtron Investments LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q2 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 4 |
Quilter Plc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
Texas Yale Capital Corp. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CHILTON INVESTMENT CO INC. | 3 | 1 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q1 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Benson Investment Management Company, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 4 |
Spectrum Management Group, LLC | 3 | 1 | 0.00% | 0.14% | 0.25% | Q1 2016 | Q1 2019 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 0.32% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.27% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
OMERS ADMINISTRATION Corp | 4 | 4 | 0.01% | 0.06% | 0.08% | Q1 2018 | Q4 2018 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Geduld E E | 3 | 1 | 0.15% | 0.18% | 0.22% | Q4 2013 | Q2 2015 | 4 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.00% | 0.33% | 0.84% | Q2 2018 | Q3 2020 | 4 |
LBP AM SA | 4 | 4 | 0.06% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
IVC Wealth Advisors LLC | 3 | 1 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q4 2022 | 4 |
Gerstein Fisher | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Tacita Capital Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
VALLEY NATIONAL BANCORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Blackston Financial Advisory Group, LLC | 4 | 4 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q1 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.12% | 0.15% | 0.16% | Q2 2016 | Q1 2017 | 4 |
Perfromance Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.44% | 0.48% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.85% | 1.02% | 1.22% | Q2 2021 | Q1 2022 | 4 |
Autus Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Winch Advisory Services, LLC | 3 | 1 | 0.01% | 0.17% | 0.65% | Q3 2014 | Q3 2016 | 4 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2018 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.28% | 0.38% | 0.49% | Q4 2019 | Q3 2020 | 4 |
Cordatus Wealth Management LLC | 2 | 1 | 0.12% | 0.37% | 0.97% | Q3 2020 | Q3 2022 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2023 | Q3 2023 | 4 |
Fund Management at Engine No. 1 LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Ilmarinen Mutual Pension Insurance Co | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 4 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.03% | 0.29% | 1.06% | Q1 2014 | Q1 2018 | 4 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 1 | 0.02% | 0.43% | 0.68% | Q2 2013 | Q4 2014 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Jackson, Grant Investment Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Dominick & Dominick LLC | 4 | 4 | 0.29% | 0.68% | 0.89% | Q4 2013 | Q3 2014 | 4 |
McClain Value Management LLC | 4 | 4 | 0.52% | 0.93% | 1.34% | Q3 2015 | Q2 2016 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 4 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.30% | 0.63% | Q1 2020 | Q1 2021 | 4 |
Sargent Bickham Lagudis LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 4 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
SkyBridge Capital II, LLC | 4 | 4 | 3.20% | 3.41% | 3.55% | Q2 2018 | Q1 2019 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.60% | 0.64% | 0.71% | Q2 2013 | Q1 2014 | 4 |
Ionic Capital Management LLC | 2 | 1 | 0.01% | 0.15% | 0.57% | Q2 2016 | Q3 2023 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2018 | 4 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.01% | 0.91% | 1.77% | Q3 2012 | Q3 2016 | 4 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 3 | 3 | 0.27% | 0.35% | 0.43% | Q3 2015 | Q1 2016 | 3 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 3 | 3 | 1.64% | 2.35% | 3.63% | Q2 2013 | Q4 2013 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Redwood Investments, LLC | 3 | 3 | 0.02% | 0.50% | 0.77% | Q2 2018 | Q4 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.39% | 0.49% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Kernodle & Katon Asset Management Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Bowling Portfolio Management LLC | 2 | 1 | 0.08% | 0.12% | 0.18% | Q4 2017 | Q4 2020 | 3 |
Ascent Group, LLC | 3 | 3 | 0.33% | 0.41% | 0.55% | Q2 2022 | Q4 2022 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 3 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q1 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 2 | 1 | 0.15% | 0.32% | 0.42% | Q4 2012 | Q4 2013 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 1.22% | 1.78% | 2.64% | Q1 2023 | Q3 2023 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 3 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 1 | 0.00% | 0.10% | 0.15% | Q3 2018 | Q2 2021 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.09% | 0.13% | 0.17% | Q1 2015 | Q3 2015 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Harvest Fund Management Co., Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 3 |
Plancorp, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q2 2017 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICM ASSET MANAGEMENT INC/WA | 3 | 3 | 0.78% | 0.87% | 0.97% | Q1 2019 | Q3 2019 | 3 |
Point72 Europe (London) LLP | 3 | 3 | 0.22% | 0.37% | 0.49% | Q4 2016 | Q2 2017 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q3 2022 | Q1 2023 | 3 |
Roberts Wealth Advisors, LLC | 3 | 3 | 0.80% | 0.84% | 0.91% | Q3 2021 | Q1 2022 | 3 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2022 | 3 |
US Asset Management LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 3 |
VERNIER CAPITAL PARTNERS, LP | 2 | 2 | 2.72% | 19.13% | 38.66% | Q4 2016 | Q1 2017 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.68% | 0.89% | 1.02% | Q1 2022 | Q3 2022 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2020 | Q3 2020 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Hook Mill Capital Partners, LP | 3 | 3 | 1.92% | 2.40% | 2.73% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Elkhorn Investments, LLC | 3 | 3 | 0.84% | 0.85% | 0.88% | Q1 2017 | Q3 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
RIA Advisory Group LLC | 3 | 3 | 0.23% | 0.26% | 0.30% | Q1 2023 | Q3 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.25% | 0.41% | Q1 2016 | Q3 2016 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q4 2013 | 3 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
NICOLET BANKSHARES INC | 3 | 3 | 0.21% | 0.23% | 0.28% | Q4 2015 | Q2 2016 | 3 |
BOWEN HANES & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 3 |
DEAN INVESTMENT ASSOCIATES, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2014 | Q1 2015 | 3 |
CENTRAL BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cerro Pacific Wealth Advisors LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q1 2023 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.21% | 0.24% | 0.27% | Q2 2013 | Q4 2013 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Avondale Wealth Management | 3 | 3 | 0.04% | 0.11% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.26% | 0.28% | 0.32% | Q2 2013 | Q4 2013 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 0.23% | 0.37% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Sippican Capital Advisors | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Blue Rock Advisors, LLC | 3 | 3 | 0.38% | 4.03% | 7.30% | Q1 2017 | Q3 2017 | 3 |
Sculptor Capital LP | 1 | 1 | 0.04% | 0.15% | 0.31% | Q4 2014 | Q2 2017 | 3 |
Zweig-DiMenna Associates LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2018 | Q4 2018 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.21% | 0.24% | 0.32% | Q1 2021 | Q2 2023 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Safeguard Investment Advisory Group, LLC | 3 | 3 | 0.11% | 0.19% | 0.23% | Q3 2022 | Q1 2023 | 3 |
Forward Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2015 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q4 2021 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.18% | 0.44% | Q4 2021 | Q4 2022 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.15% | 0.25% | Q2 2016 | Q1 2017 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Hall Private Wealth Advisors | 3 | 3 | 3.49% | 4.25% | 4.98% | Q1 2023 | Q3 2023 | 3 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 3 | 3 | 0.10% | 0.21% | 0.38% | Q4 2016 | Q2 2017 | 3 |
Alkeon Capital Management | 3 | 3 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q3 2017 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Spartan Planning & Wealth Management | 3 | 3 | 0.76% | 0.85% | 0.96% | Q2 2022 | Q4 2022 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.13% | 0.20% | Q4 2013 | Q2 2015 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Essex Savings Bank | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
FRIESS ASSOCIATES LLC | 3 | 3 | 1.35% | 1.60% | 1.75% | Q2 2019 | Q4 2019 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SRB CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
FDO Partners, LLC | 1 | 1 | 0.09% | 0.22% | 0.37% | Q3 2016 | Q3 2017 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
NWAM LLC | 3 | 3 | 0.05% | 0.13% | 0.28% | Q4 2019 | Q2 2020 | 3 |
FORVIS Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 3 |
Man Investments Ltd | 3 | 3 | 0.02% | 0.25% | 0.40% | Q4 2013 | Q2 2014 | 3 |
DORCHESTER WEALTH MANAGEMENT Co | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2017 | 3 |
MQS Management LLC | 2 | 1 | 0.45% | 0.67% | 0.87% | Q4 2021 | Q1 2023 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 1.29% | 1.53% | 1.79% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management LLP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q2 2014 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 1 | 1.11% | 3.34% | 6.14% | Q2 2016 | Q2 2018 | 3 |
STERNE AGEE GROUP, INC. | 3 | 3 | 0.24% | 0.28% | 0.30% | Q4 2013 | Q2 2014 | 3 |
Aspen Investment Management Inc | 3 | 3 | 0.32% | 0.39% | 0.45% | Q2 2022 | Q4 2022 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 3 |
Southeastern Asset Management | 3 | 3 | 2.96% | 3.39% | 4.11% | Q1 2023 | Q3 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2023 | 3 |
Sessa Capital IM, L.P. | 3 | 3 | 0.38% | 4.29% | 9.46% | Q1 2023 | Q3 2023 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 0.18% | 0.19% | 0.22% | Q2 2013 | Q4 2013 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Invictus RG | 2 | 1 | 0.00% | 0.12% | 0.31% | Q1 2016 | Q1 2017 | 3 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 3 | 3 | 1.34% | 2.02% | 2.96% | Q2 2014 | Q4 2014 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
BANCORPSOUTH INC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q2 2014 | 3 |
XML Financial, LLC | 3 | 3 | 0.83% | 0.85% | 0.89% | Q3 2021 | Q1 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
FIRST MERCHANTS CORP | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
SEARLE & CO. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.10% | 0.24% | 0.36% | Q4 2021 | Q2 2022 | 3 |
Artisan Partners Limited Partnership | 2 | 1 | 0.01% | 0.09% | 0.13% | Q2 2014 | Q3 2018 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.22% | 0.65% | Q3 2014 | Q3 2016 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.00% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 3 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2022 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.77% | 0.81% | 0.84% | Q4 2022 | Q2 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Fosun International Ltd | 3 | 3 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q1 2019 | 3 |
HONEYWELL INTERNATIONAL INC | 2 | 1 | 0.23% | 0.74% | 1.04% | Q4 2013 | Q1 2017 | 3 |
Valley Brook Capital Group, Inc. | 2 | 1 | 0.16% | 0.17% | 0.20% | Q4 2020 | Q4 2022 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 3 |
Exchange Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Warther Private Wealth, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Portman Square Capital LLP | 1 | 1 | 0.08% | 0.27% | 0.58% | Q4 2022 | Q4 2022 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q3 2017 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2016 | Q2 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.06% | 0.12% | 0.18% | Q3 2014 | Q4 2014 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
FCF Advisors LLC | 1 | 1 | 1.05% | 1.09% | 1.14% | Q4 2014 | Q3 2015 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q3 2016 | Q1 2017 | 2 |
Corient Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.48% | 0.68% | 0.87% | Q4 2022 | Q1 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Cordasco Financial Network | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Financial Advisors Network, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 1.38% | 1.62% | 1.85% | Q3 2014 | Q4 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Pacific Center for Financial Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.15% | 0.64% | 1.14% | Q3 2017 | Q3 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Stratos Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Csenge Advisory Group | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.65% | 1.02% | Q3 2020 | Q2 2021 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.24% | 0.48% | Q1 2017 | Q4 2017 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 4.07% | 4.16% | 4.26% | Q3 2019 | Q4 2019 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Monument Capital Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.14% | 0.29% | 0.44% | Q4 2019 | Q4 2020 | 2 |
Carmignac Gestion | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 2.55% | 2.69% | 2.82% | Q2 2020 | Q3 2020 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 2 |
Martin Capital Partners, LLC | 2 | 2 | 1.86% | 1.94% | 2.02% | Q4 2019 | Q1 2020 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q2 2020 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Retirement Group, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q3 2020 | Q4 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 1.75% | 3.50% | Q4 2019 | Q3 2023 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q4 2017 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Infusive Asset Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Oak Thistle LLC | 2 | 2 | 0.70% | 0.78% | 0.85% | Q2 2022 | Q3 2022 | 2 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
NKCFO LLC | 2 | 2 | 3.92% | 4.13% | 4.34% | Q4 2019 | Q1 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Kames Capital Management Ltd | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
EASTERLY INVESTMENT PARTNERS LLC | 2 | 2 | 0.83% | 0.89% | 0.95% | Q2 2023 | Q3 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.10% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.13% | 0.21% | 0.28% | Q3 2019 | Q4 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.11% | 0.20% | 0.29% | Q2 2021 | Q2 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.21% | 0.29% | 0.37% | Q2 2016 | Q2 2017 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2013 | Q3 2013 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Cambria Investment Management, L.P. | 2 | 2 | 0.08% | 0.24% | 0.41% | Q2 2017 | Q3 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.15% | 0.28% | Q3 2020 | Q3 2023 | 2 |
Jericho Capital Asset Management L.P. | 2 | 2 | 2.52% | 6.41% | 10.30% | Q2 2016 | Q3 2016 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Bronson Point Management LLC | 2 | 2 | 2.05% | 2.80% | 3.56% | Q3 2015 | Q4 2015 | 2 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BRINKER CAPITAL INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2016 | Q2 2016 | 2 |
HEARTLAND ADVISORS INC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2017 | Q1 2018 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Murchinson Ltd. | 1 | 1 | 2.58% | 2.58% | 2.58% | Q3 2023 | Q3 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.36% | 0.37% | 0.38% | Q4 2018 | Q1 2019 | 2 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
SYNTAX ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.16% | Q4 2021 | Q1 2023 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
RIDGECREST WEALTH PARTNERS, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q3 2017 | Q4 2017 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.57% | 0.68% | 0.78% | Q1 2021 | Q2 2021 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Twelve Points Wealth Management LLC | 2 | 2 | 0.86% | 0.96% | 1.06% | Q4 2021 | Q1 2022 | 2 |
Archon Partners LLC | 2 | 2 | 1.92% | 2.24% | 2.56% | Q2 2013 | Q3 2013 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.14% | 0.23% | 0.32% | Q3 2013 | Q4 2013 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.26% | 0.51% | 0.75% | Q4 2022 | Q1 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.52% | 0.93% | 1.34% | Q4 2022 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.25% | 0.29% | 0.33% | Q1 2022 | Q2 2022 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q4 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q1 2023 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 0.49% | 1.09% | 1.69% | Q2 2013 | Q3 2013 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.32% | 0.33% | 0.33% | Q4 2022 | Q2 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q1 2014 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 1.26% | 1.72% | 2.18% | Q2 2016 | Q3 2016 | 2 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.26% | 0.27% | 0.28% | Q4 2012 | Q3 2013 | 2 |
Tradeworx Inc. | 1 | 1 | 0.24% | 0.25% | 0.26% | Q4 2013 | Q2 2014 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 2.61% | 4.00% | 5.40% | Q3 2016 | Q4 2016 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.58% | 1.01% | Q4 2013 | Q2 2014 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2021 | 2 |
First Bancorp, Inc /ME/ | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2022 | Q3 2022 | 2 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.67% | 0.79% | 0.90% | Q4 2018 | Q1 2019 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.24% | 0.26% | 0.27% | Q3 2017 | Q4 2017 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2017 | Q2 2017 | 2 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 2 | 2 | 0.12% | 0.36% | 0.59% | Q1 2020 | Q2 2020 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.12% | 0.18% | 0.24% | Q3 2015 | Q3 2016 | 2 |
Edgewood Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q4 2019 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.21% | 0.41% | Q4 2019 | Q1 2020 | 2 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.06% | 0.11% | Q4 2014 | Q1 2015 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THOMAS WHITE INTERNATIONAL LTD | 2 | 2 | 0.08% | 0.13% | 0.18% | Q4 2014 | Q1 2015 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q3 2021 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.80% | 0.84% | 0.88% | Q2 2014 | Q3 2014 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Svenska Handelsbanken AB (publ) | 2 | 2 | 0.21% | 0.32% | 0.44% | Q1 2016 | Q2 2016 | 2 |
ETF MANAGERS GROUP, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.34% | 0.40% | 0.47% | Q4 2017 | Q3 2018 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.09% | 0.20% | 0.32% | Q4 2016 | Q1 2017 | 2 |
TCG Advisors, LP | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Thrax Management, LLC | 1 | 1 | 7.45% | 7.45% | 7.45% | Q2 2016 | Q2 2016 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COWA, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Montis Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Supplemental Annuity Collective Trust of NJ | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2009 | Q4 2009 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Winchester Group Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INVESCO, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | 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 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
Junto Capital Management LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2020 | Q3 2020 | 1 |
Savoie Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2015 | Q1 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2017 | Q4 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2013 | Q3 2013 | 1 |
Moon Capital Management, LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q4 2015 | Q4 2015 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2018 | Q1 2018 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2014 | Q2 2014 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PointState Capital LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2016 | Q3 2016 | 1 |
L & S Advisors Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2016 | Q3 2016 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Orbitronix, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Element Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Moab Capital Partners | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2017 | Q3 2017 | 1 |
Columbia Trust Co 01012016 | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2018 | Q4 2018 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2021 | Q4 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2014 | Q3 2014 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Euro Pacific Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Samson Rock Capital LLP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2022 | Q3 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Kehrs Ridge Capital,LLC | 1 | 1 | 5.53% | 5.53% | 5.53% | Q2 2020 | Q2 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2014 | Q1 2014 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Fidelity National Financial, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2013 | Q2 2013 | 1 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 5.06% | 5.06% | 5.06% | Q4 2014 | Q4 2014 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2022 | Q3 2022 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Atwater Malick LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2016 | Q1 2016 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2021 | Q3 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GLG Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Glovista Investments LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Zions Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2017 | Q1 2017 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PDT Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
RAMSEY ASSET MANAGEMENT | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2013 | Q4 2013 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
Baring International Investment Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2014 | Q2 2014 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2016 | Q2 2016 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2019 | Q2 2019 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2013 | Q2 2013 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 5.03% | 5.03% | 5.03% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Cerrano Capital Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2018 | Q1 2018 | 1 |
Solstein Capital, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2018 | Q3 2018 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NICHOLS & PRATT ADVISERS LLP /MA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TRH Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RBF Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Nair Vinay | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PERKINS CAPITAL MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
Joseph R. Weiss, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2017 | Q2 2017 | 1 |
Kula Investments, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2013 | Q3 2013 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Senator Investment Group LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Grace Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Parplus Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2019 | Q3 2019 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2013 | Q3 2013 | 1 |
SBB Research Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Savoir Faire Capital Management, L.P. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Impax Asset Management LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2015 | Q4 2015 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Realm Partners LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2014 | Q2 2014 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Roundview Capital LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2014 | Q2 2014 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2023 | Q4 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McGlone Suttner Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own KELLOGG CO or have owned KELLOGG CO in the past.