Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.45% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 118 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 118 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.02% | 0.36% | Q2 2013 | Q3 2023 | 113 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.03% | 0.16% | Q2 2012 | Q3 2023 | 110 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.38% | Q4 2014 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 108 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 107 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 100 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2023 | 99 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.56% | Q4 2015 | Q3 2023 | 92 |
HAP Trading, LLC | 42 | 42 | 0.00% | 0.12% | 3.66% | Q2 2013 | Q3 2023 | 92 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 91 |
Jefferies Group LLC | 33 | 2 | 0.00% | 0.12% | 1.30% | Q2 2013 | Q1 2022 | 91 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.22% | Q1 2013 | Q3 2023 | 91 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 90 |
HSBC HOLDINGS PLC | 46 | 46 | 0.00% | 0.08% | 0.39% | Q2 2012 | Q3 2023 | 90 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 89 |
Twin Tree Management, LP | 27 | 16 | 0.00% | 0.07% | 0.39% | Q4 2012 | Q3 2023 | 87 |
NOMURA HOLDINGS INC | 29 | 3 | 0.00% | 0.01% | 0.09% | Q4 2012 | Q3 2023 | 79 |
TWO SIGMA INVESTMENTS, LP | 29 | 1 | 0.00% | 0.06% | 0.58% | Q3 2013 | Q3 2022 | 78 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 1 | 0.00% | 0.10% | 0.66% | Q2 2013 | Q2 2023 | 71 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.40% | Q2 2013 | Q3 2023 | 71 |
CAPSTONE INVESTMENT ADVISORS, LLC | 27 | 5 | 0.00% | 0.02% | 0.26% | Q1 2015 | Q3 2023 | 70 |
Paloma Partners Management Co | 28 | 1 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 67 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.12% | 0.62% | Q3 2013 | Q3 2023 | 66 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 66 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.14% | 0.56% | Q2 2013 | Q3 2023 | 63 |
CLEAR STREET MARKETS LLC | 18 | 1 | 0.00% | 0.50% | 25.07% | Q3 2013 | Q3 2023 | 61 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.02% | 0.21% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.62% | Q2 2013 | Q2 2018 | 58 |
WOLVERINE ASSET MANAGEMENT LLC | 21 | 2 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q2 2020 | 57 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.24% | 0.69% | Q2 2013 | Q3 2023 | 56 |
FPR PARTNERS LLC | 40 | 40 | 0.66% | 7.09% | 13.36% | Q4 2013 | Q3 2023 | 53 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.04% | 0.21% | Q2 2016 | Q3 2023 | 52 |
Squarepoint Ops LLC | 19 | 14 | 0.00% | 0.15% | 0.76% | Q2 2015 | Q3 2023 | 50 |
TUDOR INVESTMENT CORP ET AL | 11 | 1 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.12% | 0.38% | Q3 2011 | Q3 2023 | 49 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q1 2017 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.00% | 0.08% | 0.32% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 47 | 47 | 0.00% | 0.01% | 0.10% | Q1 2011 | Q3 2022 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.09% | 0.39% | Q1 2012 | Q3 2023 | 47 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 46 |
SECURIAN ASSET MANAGEMENT, INC | 46 | 46 | 0.07% | 0.13% | 0.36% | Q2 2012 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 46 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 42 | 42 | 0.00% | 3.02% | 7.03% | Q2 2013 | Q3 2023 | 46 |
AMALGAMATED BANK | 46 | 46 | 0.06% | 0.12% | 0.25% | Q2 2012 | Q3 2023 | 46 |
CSS LLC/IL | 25 | 25 | 0.01% | 0.15% | 0.41% | Q4 2013 | Q4 2019 | 46 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 45 |
SCOTIA CAPITAL INC. | 31 | 9 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 45 |
Bluefin Trading, LLC | 15 | 2 | 0.00% | 0.06% | 0.78% | Q2 2013 | Q1 2020 | 45 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.07% | 0.59% | Q2 2014 | Q3 2023 | 45 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.13% | 0.53% | Q4 2012 | Q2 2023 | 44 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.05% | 0.22% | Q4 2013 | Q1 2018 | 44 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 44 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.09% | 0.41% | Q2 2013 | Q3 2023 | 44 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.21% | 1.80% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.04% | 0.08% | Q4 2012 | Q3 2023 | 44 |
PRIVATE TRUST CO NA | 43 | 43 | 0.04% | 0.27% | 1.54% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.05% | 0.19% | Q1 2013 | Q3 2023 | 43 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.10% | 0.45% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.04% | 0.17% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.13% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.12% | 0.35% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.16% | 0.75% | Q1 2013 | Q3 2023 | 43 |
Narwhal Capital Management | 36 | 36 | 0.00% | 0.30% | 0.82% | Q4 2014 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.12% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.09% | 0.24% | Q1 2013 | Q3 2023 | 43 |
RMB Capital Management, LLC | 42 | 42 | 0.02% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 43 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.02% | 0.23% | 1.13% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.06% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 37 | 5 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.04% | 0.18% | 0.59% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.03% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.05% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.07% | 0.48% | 1.46% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.08% | 0.38% | 1.72% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.09% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 0.14% | 0.41% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.03% | 0.31% | 1.12% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.03% | 0.40% | 1.41% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.03% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.79% | 1.44% | 1.91% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.21% | 0.98% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.10% | 0.47% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.11% | 1.15% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.04% | 0.26% | 1.62% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Cutter & CO Brokerage, Inc. | 42 | 42 | 0.55% | 1.27% | 2.48% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Catalyst Capital Advisors LLC | 42 | 42 | 0.00% | 0.42% | 1.19% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.11% | 0.87% | 2.90% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.00% | 0.24% | 1.32% | Q2 2013 | Q3 2023 | 42 |
BRUNI J V & CO /CO | 42 | 42 | 2.55% | 4.83% | 7.41% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 0.67% | 1.74% | 2.88% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.04% | 0.18% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Laurion Capital Management LP | 12 | 1 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q3 2021 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.08% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.05% | 0.60% | 1.90% | Q2 2013 | Q3 2023 | 42 |
Energy Income Partners, LLC | 42 | 42 | 1.74% | 4.11% | 10.60% | Q2 2013 | Q3 2023 | 42 |
Oxbow Advisors, LLC | 42 | 42 | 0.40% | 1.98% | 11.03% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.06% | 0.50% | 0.95% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ALPS ADVISORS INC | 42 | 42 | 0.04% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.05% | 0.12% | 0.24% | Q2 2012 | Q4 2022 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.07% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.08% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ADAMS NATURAL RESOURCES FUND, INC. | 42 | 42 | 0.70% | 1.83% | 3.58% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PENN DAVIS MCFARLAND INC | 42 | 42 | 0.45% | 4.50% | 7.65% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.21% | 0.74% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MCRAE CAPITAL MANAGEMENT INC | 42 | 42 | 0.05% | 2.55% | 4.25% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.03% | 0.27% | Q4 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.21% | 0.52% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.19% | 2.08% | 6.32% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.11% | 0.92% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.05% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.68% | 1.75% | 2.75% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.06% | 0.25% | 1.21% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 1.46% | 2.16% | 3.27% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.06% | 0.31% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.05% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.16% | 0.83% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.21% | 0.79% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.04% | 0.30% | Q4 2012 | Q1 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.05% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.25% | 0.63% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.03% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 0.03% | 2.64% | 7.34% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.15% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.10% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.26% | 0.92% | 2.46% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 0.66% | 3.21% | 11.38% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.04% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.08% | 0.19% | 0.61% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.05% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 41 | 41 | 0.02% | 0.45% | 2.41% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.16% | 0.79% | Q4 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.11% | 0.29% | 0.70% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.16% | 0.40% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
DAVENPORT & Co LLC | 31 | 10 | 0.02% | 0.18% | 0.96% | Q2 2013 | Q3 2023 | 41 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.09% | 0.46% | Q2 2009 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.21% | 1.11% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.06% | 0.20% | Q3 2013 | Q3 2023 | 41 |
Advisors Capital Management, LLC | 31 | 10 | 0.22% | 1.19% | 2.97% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.20% | 1.36% | 3.80% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 40 | 40 | 0.01% | 0.11% | 0.45% | Q4 2013 | Q3 2023 | 41 |
Plante Moran Financial Advisors, LLC | 41 | 41 | 0.00% | 0.03% | 0.31% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.07% | 0.12% | 0.24% | Q1 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.06% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 32 | 9 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 41 | 41 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 37 | 4 | 0.02% | 0.23% | 1.24% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 41 |
AXA S.A. | 37 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
DEARBORN PARTNERS LLC | 21 | 20 | 0.01% | 0.30% | 1.43% | Q2 2013 | Q3 2023 | 41 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Gradient Investments LLC | 24 | 16 | 0.00% | 0.02% | 0.41% | Q3 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.12% | 0.44% | 0.85% | Q4 2013 | Q3 2023 | 40 |
NTV ASSET MANAGEMENT LLC | 25 | 3 | 0.03% | 0.17% | 0.78% | Q2 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.07% | 0.56% | Q4 2013 | Q3 2023 | 40 |
SignalPoint Asset Management, LLC | 40 | 40 | 0.14% | 0.31% | 0.90% | Q4 2013 | Q3 2023 | 40 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 39 | 1 | 0.04% | 1.83% | 3.92% | Q3 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.16% | 0.39% | Q3 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Korea Investment CORP | 29 | 11 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.40% | 1.55% | Q1 2014 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.10% | 0.25% | Q4 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 1 | 0.00% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q1 2023 | 40 |
Pinnacle Holdings, LLC | 23 | 17 | 0.23% | 0.72% | 3.17% | Q3 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Financial Engines Advisors L.L.C. | 33 | 2 | 0.01% | 2.18% | 8.70% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.15% | 0.39% | Q4 2013 | Q3 2023 | 40 |
LOOMIS SAYLES & CO L P | 24 | 7 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
NEW ENGLAND ASSET MANAGEMENT INC | 40 | 40 | 0.02% | 0.09% | 0.49% | Q4 2013 | Q3 2023 | 40 |
Essex Financial Services, Inc. | 36 | 4 | 0.03% | 0.21% | 1.25% | Q2 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 29 | 11 | 0.01% | 0.13% | 0.38% | Q3 2013 | Q3 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 40 | 40 | 0.40% | 4.72% | 7.81% | Q4 2013 | Q3 2023 | 40 |
TIEDEMANN ADVISORS, LLC | 39 | 39 | 0.00% | 1.38% | 9.21% | Q2 2013 | Q4 2022 | 40 |
Tower Research Capital LLC (TRC) | 26 | 3 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.14% | 0.63% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL PLC | 36 | 3 | 0.00% | 0.05% | 0.41% | Q3 2013 | Q3 2023 | 39 |
FDx Advisors, Inc. | 36 | 3 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 39 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 36 | 3 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q1 2023 | 39 |
Avenir Corp | 39 | 39 | 0.19% | 1.55% | 3.85% | Q1 2014 | Q3 2023 | 39 |
Mariner, LLC | 25 | 14 | 0.01% | 0.07% | 0.32% | Q4 2013 | Q3 2023 | 39 |
Calamos Advisors LLC | 39 | 39 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 39 |
HighTower Trust Company, N.A. | 36 | 3 | 0.17% | 0.94% | 1.66% | Q2 2013 | Q1 2023 | 39 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 15 | 0.02% | 0.11% | 0.49% | Q3 2012 | Q3 2023 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 30 | 1 | 0.00% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 39 |
ING GROEP NV | 21 | 1 | 0.00% | 0.07% | 0.51% | Q1 2013 | Q3 2023 | 39 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.00% | 0.09% | 0.56% | Q2 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.06% | 0.14% | 0.37% | Q1 2014 | Q3 2023 | 39 |
CWM, LLC | 27 | 3 | 0.00% | 0.03% | 0.21% | Q3 2013 | Q3 2023 | 39 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 11 | 0.00% | 0.05% | 0.76% | Q4 2013 | Q4 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 39 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 25 | 1 | 0.00% | 0.09% | 0.48% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.53% | 1.78% | Q1 2014 | Q3 2023 | 39 |
NWAM LLC | 39 | 39 | 0.02% | 0.20% | 4.57% | Q1 2014 | Q3 2023 | 39 |
Endurance Wealth Management, Inc. | 39 | 39 | 2.29% | 5.31% | 12.15% | Q4 2013 | Q2 2023 | 39 |
Meiji Yasuda Asset Management Co Ltd. | 36 | 3 | 0.02% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.05% | 0.09% | 0.14% | Q1 2014 | Q3 2023 | 39 |
Northeast Financial Consultants Inc | 38 | 38 | 0.01% | 0.66% | 4.78% | Q2 2014 | Q3 2023 | 38 |
Focused Wealth Management, Inc | 38 | 38 | 0.00% | 0.11% | 0.30% | Q2 2014 | Q3 2023 | 38 |
WASHINGTON TRUST BANK | 38 | 38 | 0.02% | 0.41% | 0.96% | Q1 2014 | Q2 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.05% | 0.17% | 0.39% | Q2 2014 | Q3 2023 | 38 |
VIKING FUND MANAGEMENT LLC | 36 | 2 | 0.16% | 2.87% | 7.04% | Q2 2013 | Q3 2023 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 35 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 0.04% | 3.32% | 12.66% | Q2 2013 | Q3 2022 | 38 |
Capital Investment Advisors, LLC | 38 | 38 | 0.03% | 0.17% | 0.65% | Q3 2014 | Q4 2023 | 38 |
AQR Capital Management | 20 | 1 | 0.00% | 0.04% | 0.15% | Q4 2012 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2022 | 38 |
OPTIMUM INVESTMENT ADVISORS | 33 | 1 | 0.00% | 0.06% | 0.34% | Q4 2013 | Q3 2023 | 38 |
Sandy Spring Bank | 36 | 2 | 0.00% | 0.02% | 0.32% | Q1 2014 | Q3 2023 | 38 |
ROOSEVELT INVESTMENT GROUP LLC | 38 | 38 | 0.02% | 0.35% | 3.22% | Q2 2013 | Q3 2022 | 38 |
Verition Fund Management LLC | 8 | 2 | 0.00% | 0.08% | 0.53% | Q3 2013 | Q1 2023 | 37 |
Wellington Shields Capital Management, LLC | 37 | 37 | 0.03% | 0.22% | 1.03% | Q3 2014 | Q3 2023 | 37 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 37 |
Hilton Capital Management, LLC | 21 | 2 | 0.02% | 0.08% | 0.47% | Q2 2013 | Q3 2023 | 37 |
HOURGLASS CAPITAL, LLC | 20 | 17 | 0.27% | 1.34% | 3.92% | Q1 2014 | Q3 2023 | 37 |
Dynamic Advisor Solutions LLC | 23 | 14 | 0.01% | 0.22% | 0.98% | Q4 2013 | Q3 2023 | 37 |
GATEWAY INVESTMENT ADVISERS LLC | 37 | 37 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2022 | 37 |
SCHULHOFF & CO INC | 37 | 37 | 0.11% | 0.26% | 0.85% | Q3 2014 | Q3 2023 | 37 |
AR ASSET MANAGEMENT INC | 26 | 11 | 0.14% | 1.03% | 3.64% | Q2 2013 | Q3 2023 | 37 |
SUMITOMO LIFE INSURANCE CO | 37 | 37 | 0.01% | 0.11% | 0.25% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.07% | 0.17% | 0.37% | Q3 2014 | Q3 2023 | 37 |
ONTARIO TEACHERS PENSION PLAN BOARD | 23 | 14 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2022 | 37 |
ADVISORY RESEARCH INC | 37 | 37 | 0.01% | 1.22% | 4.52% | Q2 2013 | Q2 2022 | 37 |
Cannell & Co. | 37 | 37 | 0.01% | 0.06% | 0.52% | Q3 2014 | Q3 2023 | 37 |
Regal Investment Advisors LLC | 25 | 1 | 0.04% | 0.10% | 0.18% | Q4 2013 | Q3 2023 | 37 |
THOMPSON SIEGEL & WALMSLEY LLC | 20 | 17 | 0.00% | 0.22% | 1.34% | Q4 2013 | Q3 2023 | 37 |
JENNISON ASSOCIATES LLC | 30 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 37 |
BEACH INVESTMENT COUNSEL INC/PA | 29 | 8 | 0.07% | 0.33% | 1.10% | Q3 2014 | Q4 2023 | 37 |
ALBERT D MASON INC | 37 | 37 | 0.34% | 0.87% | 2.54% | Q4 2014 | Q4 2023 | 37 |
WELLINGTON MANAGEMENT GROUP LLP | 34 | 3 | 0.00% | 0.10% | 0.42% | Q2 2013 | Q4 2022 | 37 |
SALEM INVESTMENT COUNSELORS INC | 29 | 1 | 0.01% | 0.19% | 0.83% | Q2 2013 | Q3 2023 | 37 |
Petrus Trust Company, LTA | 33 | 1 | 0.02% | 3.14% | 4.67% | Q4 2012 | Q3 2023 | 37 |
FRANKLIN STREET ADVISORS INC /NC | 27 | 9 | 0.06% | 0.19% | 0.42% | Q3 2013 | Q3 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.04% | 0.51% | 2.23% | Q2 2013 | Q1 2022 | 36 |
Aull & Monroe Investment Management Corp | 36 | 36 | 0.25% | 0.74% | 2.51% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.78% | 2.60% | 8.10% | Q4 2014 | Q3 2023 | 36 |
Adams Asset Advisors, LLC | 36 | 36 | 0.13% | 0.47% | 1.17% | Q4 2014 | Q3 2023 | 36 |
Court Place Advisors, LLC | 36 | 36 | 0.10% | 0.22% | 0.46% | Q4 2014 | Q3 2023 | 36 |
HEADINVEST, LLC | 36 | 36 | 0.28% | 0.73% | 2.62% | Q4 2014 | Q3 2023 | 36 |
Edgemoor Investment Advisors, Inc. | 36 | 36 | 0.34% | 0.88% | 3.15% | Q4 2014 | Q3 2023 | 36 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 36 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.06% | 0.14% | 0.31% | Q2 2013 | Q1 2022 | 36 |
Cranbrook Wealth Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.04% | 0.51% | 1.31% | Q2 2013 | Q1 2022 | 36 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 26 | 10 | 0.12% | 0.60% | 1.33% | Q2 2013 | Q1 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.25% | 1.47% | Q4 2014 | Q3 2023 | 36 |
Parsec Financial Management, Inc. | 36 | 36 | 0.04% | 0.76% | 1.97% | Q2 2014 | Q1 2023 | 36 |
Evanson Asset Management, LLC | 36 | 36 | 0.04% | 0.39% | 2.18% | Q4 2014 | Q3 2023 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.03% | 0.33% | 0.65% | Q4 2014 | Q3 2023 | 36 |
Steigerwald, Gordon & Koch Inc. | 36 | 36 | 0.41% | 1.23% | 3.19% | Q4 2014 | Q3 2023 | 36 |
TCW GROUP INC | 19 | 2 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 36 |
North Star Investment Management Corp. | 36 | 36 | 0.01% | 0.18% | 0.91% | Q4 2014 | Q3 2023 | 36 |
Capital Advisors, Ltd. LLC | 36 | 36 | 0.00% | 0.03% | 0.30% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.12% | 0.22% | Q4 2013 | Q3 2023 | 36 |
Segment Wealth Management, LLC | 20 | 16 | 0.02% | 0.34% | 1.81% | Q2 2013 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
KARPAS STRATEGIES, LLC | 36 | 36 | 0.39% | 1.02% | 1.85% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.12% | 0.57% | Q4 2014 | Q3 2023 | 36 |
FineMark National Bank & Trust | 19 | 17 | 0.00% | 0.10% | 0.34% | Q4 2013 | Q3 2023 | 36 |
Brookfield Asset Management | 14 | 1 | 0.01% | 0.58% | 1.32% | Q2 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.10% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Prospera Financial Services Inc | 36 | 36 | 0.02% | 0.08% | 0.23% | Q4 2014 | Q3 2023 | 36 |
EVERETT HARRIS & CO /CA/ | 36 | 36 | 0.03% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
OAK RIDGE INVESTMENTS LLC | 36 | 36 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Financial Advantage, Inc. | 36 | 36 | 2.78% | 4.14% | 6.15% | Q4 2014 | Q3 2023 | 36 |
Spears Abacus Advisors LLC | 36 | 36 | 0.10% | 0.29% | 1.54% | Q4 2014 | Q3 2023 | 36 |
WealthTrust Axiom LLC | 36 | 36 | 0.21% | 1.17% | 3.35% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q1 2022 | 36 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 36 | 36 | 0.21% | 0.35% | 0.45% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q1 2022 | 36 |
SFE Investment Counsel | 36 | 36 | 0.18% | 0.48% | 0.80% | Q4 2014 | Q3 2023 | 36 |
HYMAN CHARLES D | 36 | 36 | 0.02% | 0.22% | 0.79% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.05% | 0.17% | 0.40% | Q2 2013 | Q1 2022 | 36 |
UMB Bank, n.a. | 36 | 36 | 0.02% | 0.14% | 0.66% | Q4 2014 | Q3 2023 | 36 |
Gilman Hill Asset Management, LLC | 36 | 36 | 0.26% | 0.56% | 1.14% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 36 | 36 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q3 2023 | 36 |
American Assets Investment Management, LLC | 16 | 8 | 0.15% | 0.43% | 0.78% | Q1 2014 | Q3 2023 | 36 |
Avior Wealth Management, LLC | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
BLB&B Advisors, LLC | 36 | 36 | 0.02% | 0.24% | 0.75% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.02% | 0.08% | 0.34% | Q2 2013 | Q4 2021 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 35 |
AlphaMark Advisors, LLC | 28 | 7 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 35 |
TRUST CO OF VERMONT | 28 | 1 | 0.00% | 0.02% | 0.13% | Q3 2014 | Q3 2023 | 35 |
Freestone Capital Holdings, LLC | 21 | 1 | 0.00% | 0.14% | 1.68% | Q3 2013 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 28 | 7 | 0.02% | 0.05% | 0.20% | Q3 2014 | Q3 2023 | 35 |
TRUST CO OF OKLAHOMA | 22 | 13 | 0.09% | 0.33% | 0.69% | Q4 2014 | Q3 2023 | 35 |
JFS WEALTH ADVISORS, LLC | 32 | 3 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 35 |
Silver Lake Advisory, LLC | 20 | 15 | 0.43% | 1.20% | 2.63% | Q4 2014 | Q3 2023 | 35 |
Coastline Trust Co | 35 | 35 | 0.03% | 0.13% | 0.45% | Q4 2014 | Q2 2023 | 35 |
Parkside Financial Bank & Trust | 33 | 2 | 0.01% | 0.11% | 0.72% | Q1 2014 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 23 | 12 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 35 |
PRIVATE ASSET MANAGEMENT INC | 35 | 35 | 0.11% | 1.27% | 3.55% | Q2 2013 | Q4 2021 | 35 |
AMERICAN NATIONAL BANK | 25 | 10 | 0.00% | 0.55% | 1.40% | Q3 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.11% | 0.38% | Q1 2015 | Q3 2023 | 35 |
Kistler-Tiffany Companies, LLC | 26 | 8 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q2 2023 | 34 |
Stonehage Fleming Financial Services Holdings Ltd | 34 | 34 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q1 2023 | 34 |
ASSETMARK, INC | 19 | 4 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q3 2023 | 34 |
FUKOKU MUTUAL LIFE INSURANCE Co | 33 | 1 | 0.02% | 0.05% | 0.69% | Q2 2014 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.08% | 0.13% | 0.28% | Q2 2013 | Q3 2021 | 34 |
Hudock, Inc. | 33 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2022 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.08% | 0.21% | 0.42% | Q2 2013 | Q3 2021 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.13% | Q2 2015 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 34 | 34 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 22 | 12 | 0.14% | 0.36% | 0.61% | Q4 2014 | Q3 2023 | 34 |
DIVIDEND ASSETS CAPITAL, LLC | 19 | 15 | 0.01% | 0.16% | 0.95% | Q1 2014 | Q3 2023 | 34 |
Regent Investment Management LLC | 22 | 12 | 0.07% | 0.67% | 1.66% | Q2 2013 | Q4 2022 | 34 |
SHELTON CAPITAL MANAGEMENT | 22 | 12 | 0.01% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 34 |
Employees Retirement System of Texas | 26 | 8 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q2 2022 | 34 |
Redmond Asset Management, LLC | 24 | 10 | 0.12% | 0.63% | 1.49% | Q2 2013 | Q3 2023 | 34 |
Carnegie Capital Asset Management, LLC | 16 | 4 | 0.01% | 0.30% | 1.27% | Q3 2014 | Q3 2023 | 34 |
APG Asset Management N.V. | 34 | 34 | 0.06% | 0.13% | 0.31% | Q2 2013 | Q3 2021 | 34 |
Ancora Advisors LLC | 16 | 2 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 34 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q4 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 16 | 1 | 0.00% | 0.08% | 0.37% | Q1 2013 | Q3 2023 | 34 |
MACKENZIE FINANCIAL CORP | 32 | 2 | 0.00% | 0.12% | 0.51% | Q1 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
FINANCIAL COUNSELORS INC | 21 | 4 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q1 2023 | 33 |
SVB WEALTH LLC | 17 | 1 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 33 |
Mengis Capital Management, Inc. | 33 | 33 | 0.03% | 0.31% | 1.05% | Q4 2014 | Q4 2022 | 33 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.06% | 0.14% | Q1 2014 | Q3 2023 | 33 |
HOERTKORN RICHARD CHARLES | 33 | 33 | 0.30% | 3.69% | 5.30% | Q3 2015 | Q3 2023 | 33 |
MEEDER ASSET MANAGEMENT INC | 18 | 15 | 0.00% | 0.10% | 0.32% | Q1 2014 | Q2 2023 | 33 |
FARMERS TRUST CO | 23 | 10 | 0.09% | 0.80% | 1.27% | Q2 2013 | Q3 2023 | 33 |
Renaissance Technologies | 7 | 2 | 0.00% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.00% | 0.22% | 0.97% | Q2 2013 | Q2 2021 | 33 |
Brown Advisory Securities, LLC | 29 | 4 | 0.03% | 0.44% | 1.65% | Q2 2013 | Q2 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.23% | 1.07% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.16% | 0.66% | Q2 2013 | Q3 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 28 | 5 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 33 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 33 | 33 | 0.18% | 0.64% | 1.74% | Q4 2013 | Q4 2021 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.08% | 1.52% | 15.41% | Q1 2015 | Q1 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2023 | 33 |
1834 INVESTMENT ADVISORS CO | 33 | 33 | 0.00% | 0.32% | 1.92% | Q3 2014 | Q3 2022 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q2 2021 | 33 |
WESTWOOD HOLDINGS GROUP INC | 29 | 4 | 0.02% | 0.33% | 1.06% | Q2 2013 | Q3 2023 | 33 |
ADELL HARRIMAN & CARPENTER INC | 22 | 10 | 0.11% | 0.40% | 1.52% | Q4 2014 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 20 | 12 | 0.02% | 0.11% | 0.38% | Q2 2014 | Q3 2023 | 32 |
KEMPNER CAPITAL MANAGEMENT INC. | 32 | 32 | 0.25% | 0.36% | 0.59% | Q4 2015 | Q3 2023 | 32 |
FORT PITT CAPITAL GROUP, LLC | 32 | 32 | 0.28% | 1.06% | 2.34% | Q4 2015 | Q3 2023 | 32 |
Cordasco Financial Network | 32 | 32 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q2 2022 | 32 |
Smithfield Trust Co | 17 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 32 |
Plancorp, LLC | 30 | 2 | 0.01% | 0.16% | 1.60% | Q2 2015 | Q3 2023 | 32 |
FIRST NATIONAL BANK OF OMAHA | 21 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 0.43% | 0.79% | 2.51% | Q4 2014 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 19 | 1 | 0.01% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.07% | 0.20% | Q4 2015 | Q3 2023 | 32 |
TD Capital Management LLC | 27 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
American Research & Management Co. | 32 | 32 | 0.03% | 0.13% | 0.27% | Q4 2014 | Q3 2022 | 32 |
Richmond Hill Investments, LLC | 32 | 32 | 3.51% | 9.45% | 20.08% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.12% | 0.26% | 0.54% | Q1 2016 | Q4 2023 | 32 |
Welch Group, LLC | 25 | 1 | 0.01% | 0.28% | 2.63% | Q4 2014 | Q3 2023 | 32 |
PRIO WEALTH LIMITED PARTNERSHIP | 29 | 3 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q3 2021 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.21% | 0.43% | 1.09% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.03% | 0.08% | 0.16% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q1 2021 | 32 |
Sequent Asset Management, LLC | 14 | 1 | 0.09% | 0.33% | 1.38% | Q2 2013 | Q1 2022 | 31 |
Highstar Capital LP | 31 | 31 | 1.79% | 81.04% | 100.00% | Q1 2011 | Q3 2018 | 31 |
American National Registered Investment Advisor, Inc. | 31 | 31 | 0.06% | 0.19% | 0.37% | Q2 2013 | Q4 2020 | 31 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 6 | 0.02% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 31 |
Gemmer Asset Management LLC | 25 | 6 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2022 | 31 |
GUYASUTA INVESTMENT ADVISORS INC | 13 | 2 | 0.02% | 0.05% | 0.26% | Q4 2014 | Q3 2023 | 31 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 23 | 8 | 0.00% | 0.18% | 0.38% | Q3 2015 | Q3 2023 | 31 |
SANDERS MORRIS HARRIS LLC | 31 | 31 | 0.02% | 0.33% | 0.86% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 30 | 1 | 0.00% | 0.20% | 0.53% | Q2 2013 | Q2 2021 | 31 |
GW&K Investment Management, LLC | 15 | 1 | 0.00% | 0.27% | 0.59% | Q2 2013 | Q3 2023 | 31 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.09% | 0.90% | Q4 2014 | Q3 2022 | 31 |
BTR CAPITAL MANAGEMENT INC | 31 | 31 | 0.38% | 1.02% | 1.73% | Q1 2015 | Q3 2022 | 31 |
CI INVESTMENTS INC. | 16 | 6 | 0.00% | 0.68% | 2.17% | Q1 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.13% | 0.43% | Q2 2013 | Q4 2020 | 31 |
CENTRAL BANK & TRUST CO | 22 | 9 | 0.00% | 0.14% | 0.74% | Q4 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q4 2020 | 31 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 31 |
ADVISOR PARTNERS LLC | 31 | 31 | 0.03% | 0.11% | 0.31% | Q4 2014 | Q2 2022 | 31 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 31 |
Asset Dedication, LLC | 24 | 7 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.09% | 0.21% | 0.54% | Q1 2016 | Q3 2023 | 31 |
Richard C. Young & CO., LTD. | 15 | 15 | 0.20% | 0.93% | 1.60% | Q4 2014 | Q3 2023 | 30 |
Mirae Asset Global Investments Co., Ltd. | 27 | 3 | 0.01% | 0.22% | 0.56% | Q1 2015 | Q3 2023 | 30 |
LAZARD ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 30 |
Nan Shan Life Insurance Co., Ltd. | 18 | 12 | 0.08% | 1.16% | 3.17% | Q1 2016 | Q3 2023 | 30 |
Cowen Prime Services LLC | 30 | 30 | 0.01% | 0.74% | 2.50% | Q1 2014 | Q2 2021 | 30 |
PEOPLES FINANCIAL SERVICES CORP. | 18 | 12 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 30 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 1 | 0.00% | 0.82% | 1.61% | Q3 2013 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.08% | 0.18% | 0.40% | Q2 2013 | Q3 2020 | 30 |
PITTENGER & ANDERSON INC | 23 | 1 | 0.00% | 0.12% | 0.52% | Q2 2014 | Q3 2023 | 30 |
STEEL GROVE CAPITAL ADVISORS, LLC | 16 | 14 | 0.03% | 0.43% | 2.74% | Q1 2015 | Q3 2023 | 30 |
FIRST QUADRANT LLC/CA | 30 | 30 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2020 | 30 |
Alexandria Capital, LLC | 17 | 13 | 0.00% | 0.16% | 0.48% | Q2 2013 | Q3 2021 | 30 |
WATERS PARKERSON & CO., LLC | 30 | 30 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q1 2022 | 30 |
KCM INVESTMENT ADVISORS LLC | 23 | 7 | 0.01% | 0.16% | 0.63% | Q3 2014 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 1.34% | 3.83% | 8.51% | Q2 2016 | Q3 2023 | 30 |
Personal Capital Advisors Corp | 30 | 30 | 0.01% | 0.37% | 0.81% | Q3 2015 | Q4 2022 | 30 |
Compagnie Lombard Odier SCmA | 16 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 30 |
BECK MACK & OLIVER LLC | 25 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.06% | 0.13% | 0.38% | Q2 2013 | Q3 2020 | 30 |
NATIXIS | 14 | 1 | 0.00% | 0.12% | 0.68% | Q3 2013 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.10% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Jump Trading, LLC | 9 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q1 2018 | 30 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.13% | 0.32% | Q4 2013 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
WOODSTOCK CORP | 30 | 30 | 0.02% | 0.54% | 1.74% | Q2 2013 | Q3 2020 | 30 |
CIBC WORLD MARKETS CORP | 30 | 30 | 0.01% | 0.22% | 1.19% | Q2 2016 | Q3 2023 | 30 |
Capital Analysts, LLC | 29 | 1 | 0.00% | 0.07% | 0.25% | Q3 2015 | Q3 2023 | 30 |
Winch Advisory Services, LLC | 18 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 30 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 19 | 11 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2020 | 30 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 17 | 2 | 0.05% | 0.60% | 2.80% | Q1 2014 | Q3 2023 | 29 |
Lombard Odier Asset Management (Europe) Ltd | 20 | 1 | 0.02% | 0.12% | 0.41% | Q3 2014 | Q3 2023 | 29 |
Stockman Wealth Management, Inc. | 29 | 29 | 0.04% | 0.23% | 0.54% | Q4 2014 | Q4 2021 | 29 |
PRING TURNER CAPITAL GROUP INC | 21 | 8 | 1.65% | 2.96% | 4.67% | Q4 2013 | Q3 2023 | 29 |
Financial Architects, Inc | 18 | 10 | 0.00% | 0.26% | 1.94% | Q2 2013 | Q2 2020 | 29 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.22% | 0.80% | 3.92% | Q3 2013 | Q3 2020 | 29 |
EVERENCE CAPITAL MANAGEMENT INC | 29 | 29 | 0.11% | 0.27% | 0.53% | Q2 2013 | Q2 2020 | 29 |
TCTC Holdings, LLC | 19 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q1 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.03% | 0.17% | 0.54% | Q4 2015 | Q4 2022 | 29 |
Kovack Advisors, Inc. | 7 | 1 | 0.02% | 0.26% | 1.47% | Q4 2012 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.18% | 0.86% | Q3 2014 | Q4 2021 | 29 |
TDAM USA INC. | 29 | 29 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q4 2021 | 29 |
Avalon Investment & Advisory | 18 | 11 | 0.01% | 0.28% | 1.13% | Q4 2014 | Q1 2023 | 29 |
Evercore Wealth Management, LLC | 29 | 29 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.03% | 0.27% | 1.11% | Q4 2013 | Q4 2020 | 29 |
United Asset Strategies, Inc. | 11 | 2 | 0.02% | 0.48% | 1.48% | Q4 2014 | Q3 2023 | 29 |
HM PAYSON & CO | 18 | 11 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 29 |
Manchester Capital Management LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 29 |
Andra AP-fonden | 22 | 7 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2020 | 29 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.03% | 0.13% | 0.74% | Q4 2016 | Q3 2023 | 28 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.03% | 0.15% | Q1 2016 | Q4 2022 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.19% | 0.36% | Q4 2016 | Q3 2023 | 28 |
People's United Financial, Inc. | 17 | 2 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q1 2022 | 28 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 27 | 1 | 0.08% | 0.18% | 0.22% | Q2 2015 | Q3 2023 | 28 |
Pointe Capital Management LLC | 21 | 7 | 0.23% | 1.42% | 8.62% | Q1 2015 | Q3 2023 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 2 | 0.03% | 0.07% | 0.20% | Q1 2015 | Q3 2023 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.23% | 0.64% | 1.65% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
KLCM Advisors, Inc. | 28 | 28 | 0.04% | 3.20% | 5.13% | Q4 2016 | Q3 2023 | 28 |
Blankinship & Foster, LLC | 28 | 28 | 0.16% | 0.37% | 0.77% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.01% | 0.25% | 0.86% | Q2 2013 | Q1 2020 | 28 |
Blume Capital Management, Inc. | 17 | 11 | 0.00% | 1.38% | 3.32% | Q4 2015 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
Motley Fool Asset Management LLC | 23 | 5 | 0.04% | 0.28% | 1.43% | Q2 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.03% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Texas Yale Capital Corp. | 17 | 4 | 0.01% | 0.25% | 1.72% | Q2 2013 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.08% | 0.14% | 0.23% | Q4 2016 | Q3 2023 | 28 |
USCA RIA LLC | 28 | 28 | 0.06% | 0.55% | 1.24% | Q3 2014 | Q2 2021 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.06% | 0.10% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Laffer Tengler Investments, Inc. | 23 | 1 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 28 |
ProVise Management Group, LLC | 28 | 28 | 0.02% | 0.06% | 0.25% | Q2 2016 | Q1 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.03% | 0.07% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.11% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.08% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.13% | 0.31% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.04% | 0.19% | Q3 2017 | Q3 2023 | 28 |
GIRARD PARTNERS LTD. | 19 | 1 | 0.02% | 0.32% | 2.05% | Q4 2014 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.07% | 0.24% | Q4 2016 | Q3 2023 | 28 |
BP PLC | 22 | 6 | 0.04% | 0.18% | 0.39% | Q2 2014 | Q2 2021 | 28 |
Barnett & Company, Inc. | 28 | 28 | 0.02% | 0.25% | 0.86% | Q4 2014 | Q3 2021 | 28 |
R.H. Dinel Investment Counsel, Inc. | 20 | 8 | 0.09% | 0.30% | 1.73% | Q4 2014 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.08% | 0.19% | 0.30% | Q2 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 27 | 27 | 0.00% | 0.56% | 1.23% | Q2 2015 | Q4 2021 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.07% | 0.13% | 0.28% | Q2 2013 | Q4 2019 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Gotham Asset Management, LLC | 22 | 1 | 0.01% | 0.19% | 0.63% | Q1 2016 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.11% | 0.17% | 0.32% | Q2 2013 | Q4 2019 | 27 |
NewEdge Advisors, LLC | 26 | 1 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Cornerstone Wealth Management, LLC | 16 | 3 | 0.03% | 0.08% | 0.22% | Q3 2016 | Q3 2023 | 27 |
GREENLEAF TRUST | 18 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
NBW CAPITAL LLC | 14 | 13 | 0.19% | 1.67% | 2.92% | Q4 2016 | Q3 2023 | 27 |
Trexquant Investment LP | 7 | 2 | 0.04% | 0.27% | 0.72% | Q1 2015 | Q3 2023 | 27 |
Lombard Odier Asset Management (Switzerland) SA | 18 | 1 | 0.01% | 0.09% | 0.39% | Q2 2014 | Q3 2023 | 27 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.08% | 0.22% | Q1 2013 | Q1 2019 | 27 |
ELCO Management Co., LLC | 27 | 27 | 0.13% | 0.55% | 1.81% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.12% | 0.43% | Q2 2013 | Q4 2019 | 27 |
CWA Asset Management Group, LLC | 9 | 1 | 0.02% | 0.19% | 0.86% | Q4 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
BANK OF THE WEST | 15 | 12 | 0.02% | 0.12% | 0.41% | Q3 2014 | Q4 2022 | 27 |
MONETARY MANAGEMENT GROUP INC | 18 | 9 | 0.16% | 0.29% | 0.94% | Q3 2013 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.08% | 0.16% | Q3 2013 | Q2 2020 | 27 |
Hilltop Holdings Inc. | 13 | 1 | 0.04% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 27 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 27 | 27 | 0.13% | 0.83% | 3.01% | Q2 2014 | Q4 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
ADIRONDACK TRUST CO | 22 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 27 |
GAMCO INVESTORS, INC. ET AL | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Truepoint, Inc. | 27 | 27 | 0.02% | 0.04% | 0.18% | Q1 2017 | Q3 2023 | 27 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 2 | 0.09% | 0.29% | 0.65% | Q2 2013 | Q3 2023 | 27 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 27 | 27 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q2 2021 | 27 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 17 | 10 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2022 | 27 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 27 |
Maryland Capital Management | 13 | 3 | 0.03% | 0.20% | 0.46% | Q2 2013 | Q3 2022 | 27 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 27 | 27 | 0.30% | 1.69% | 2.09% | Q1 2017 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.00% | 0.33% | 0.95% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Stonebridge Capital Advisors LLC | 21 | 2 | 0.07% | 0.87% | 1.44% | Q4 2014 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.58% | 2.02% | Q2 2013 | Q3 2019 | 27 |
CULLINAN ASSOCIATES INC | 23 | 1 | 0.01% | 0.03% | 0.36% | Q3 2015 | Q3 2023 | 26 |
RBF Capital, LLC | 14 | 12 | 0.04% | 0.12% | 0.34% | Q4 2015 | Q3 2023 | 26 |
FIRST INTERSTATE BANK | 24 | 2 | 0.02% | 0.09% | 0.14% | Q4 2014 | Q4 2022 | 26 |
Sculptor Capital LP | 7 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2016 | 26 |
EXANE DERIVATIVES | 16 | 4 | 0.02% | 0.17% | 0.77% | Q4 2014 | Q2 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 26 |
HALSEY ASSOCIATES INC/CT | 26 | 26 | 0.68% | 2.44% | 7.44% | Q2 2013 | Q3 2019 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.08% | 0.17% | 0.38% | Q4 2016 | Q1 2023 | 26 |
AllSquare Wealth Management LLC | 10 | 2 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 26 |
DUPONT CAPITAL MANAGEMENT CORP | 26 | 26 | 0.00% | 0.07% | 0.19% | Q3 2016 | Q4 2022 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 1.83% | 7.43% | 8.24% | Q2 2015 | Q3 2023 | 26 |
Capital Research Global Investors | 26 | 26 | 0.02% | 0.30% | 0.64% | Q2 2013 | Q3 2019 | 26 |
Supplemental Annuity Collective Trust of NJ | 26 | 26 | 0.16% | 0.23% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 22 | 1 | 0.06% | 0.56% | 1.21% | Q4 2014 | Q3 2023 | 26 |
SIGNET FINANCIAL MANAGEMENT, LLC | 11 | 5 | 0.02% | 0.29% | 0.80% | Q4 2014 | Q1 2022 | 26 |
SEVEN EIGHT CAPITAL, LP | 7 | 1 | 0.00% | 0.31% | 1.15% | Q4 2013 | Q1 2023 | 26 |
ASHFORD CAPITAL MANAGEMENT INC | 21 | 5 | 0.05% | 0.34% | 1.86% | Q2 2013 | Q2 2021 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.31% | 0.56% | 0.90% | Q2 2017 | Q3 2023 | 26 |
Partners Group Holding AG | 22 | 4 | 0.02% | 2.26% | 7.95% | Q4 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q3 2023 | 26 |
EXENCIAL WEALTH ADVISORS, LLC | 23 | 3 | 0.01% | 0.08% | 0.82% | Q2 2015 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Kingfisher Capital LLC | 23 | 3 | 0.10% | 0.45% | 1.44% | Q2 2013 | Q2 2020 | 26 |
CAPTRUST FINANCIAL ADVISORS | 26 | 26 | 0.02% | 0.06% | 0.17% | Q2 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2019 | 26 |
Achmea Investment Management B.V. | 14 | 12 | 0.00% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 26 |
Richard Bernstein Advisors LLC | 8 | 5 | 0.00% | 0.22% | 0.64% | Q2 2013 | Q1 2022 | 25 |
Parkwood LLC | 15 | 3 | 0.07% | 0.21% | 0.54% | Q4 2013 | Q3 2023 | 25 |
GROUP ONE TRADING, L.P. | 13 | 1 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q1 2022 | 25 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 25 | 25 | 1.39% | 2.10% | 3.04% | Q3 2017 | Q3 2023 | 25 |
ZACKS INVESTMENT MANAGEMENT | 21 | 4 | 0.01% | 0.61% | 0.98% | Q4 2014 | Q3 2023 | 25 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 4 | 0.02% | 0.21% | 0.87% | Q4 2014 | Q3 2023 | 25 |
LEVIN CAPITAL STRATEGIES, L.P. | 23 | 2 | 0.01% | 0.31% | 1.93% | Q2 2013 | Q4 2019 | 25 |
BEACON FINANCIAL GROUP | 23 | 2 | 0.04% | 0.15% | 0.98% | Q3 2013 | Q3 2023 | 25 |
Consolidated Investment Group LLC | 25 | 25 | 0.37% | 1.48% | 2.54% | Q2 2013 | Q2 2019 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.01% | 0.04% | 0.25% | Q1 2015 | Q1 2021 | 25 |
TOMPKINS FINANCIAL CORP | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2023 | 25 |
Bartlett & Co. LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 25 |
Pflug Koory, LLC | 25 | 25 | 0.00% | 0.13% | 0.46% | Q4 2016 | Q4 2022 | 25 |
Cerity Partners LLC | 25 | 25 | 0.01% | 0.07% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Camelot Portfolios, LLC | 12 | 12 | 0.00% | 0.62% | 1.02% | Q4 2014 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 1.96% | 5.05% | Q2 2013 | Q2 2019 | 25 |
CRAWFORD INVESTMENT COUNSEL INC | 20 | 5 | 0.01% | 0.27% | 1.80% | Q2 2015 | Q3 2023 | 25 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 4 | 0.04% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 25 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 25 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.09% | 0.22% | Q1 2018 | Q3 2023 | 25 |
AGF INVESTMENTS INC. | 11 | 3 | 0.01% | 0.23% | 0.83% | Q2 2013 | Q3 2022 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 25 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.00% | 0.17% | 0.59% | Q1 2014 | Q2 2022 | 25 |
THOMAS WHITE INTERNATIONAL LTD | 25 | 25 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2023 | 25 |
Swift Run Capital | 15 | 1 | 0.12% | 1.47% | 5.21% | Q4 2013 | Q4 2020 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.04% | 0.07% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Royal Fund Management, LLC | 14 | 11 | 0.01% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 25 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 15 | 15 | 0.01% | 0.08% | 0.31% | Q3 2014 | Q1 2018 | 25 |
EVERMAY WEALTH MANAGEMENT LLC | 21 | 4 | 0.09% | 0.18% | 0.31% | Q4 2014 | Q3 2023 | 25 |
Livforsakringsbolaget Skandia, Omsesidigt | 25 | 25 | 0.04% | 0.13% | 0.39% | Q1 2014 | Q1 2020 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13 | 12 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.02% | 0.23% | 0.61% | Q3 2015 | Q3 2021 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
First PREMIER Bank | 22 | 3 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 25 |
Stelac Advisory Services LLC | 22 | 2 | 0.04% | 0.20% | 0.56% | Q1 2016 | Q1 2022 | 24 |
Harvest Fund Advisors LLC | 11 | 1 | 0.27% | 1.84% | 6.53% | Q2 2013 | Q1 2020 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 24 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 24 |
ROPES WEALTH ADVISORS LLC | 24 | 24 | 0.02% | 0.08% | 0.23% | Q1 2015 | Q4 2020 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 0.48% | 1.19% | 1.61% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Country Club Trust Company, n.a. | 8 | 1 | 0.02% | 0.05% | 0.12% | Q2 2014 | Q4 2021 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.15% | 0.34% | Q4 2017 | Q3 2023 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.08% | 0.20% | 0.43% | Q1 2016 | Q2 2022 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
EVERGREEN CAPITAL MANAGEMENT LLC | 22 | 2 | 0.05% | 0.21% | 0.46% | Q1 2015 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q1 2019 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.07% | 0.55% | Q3 2014 | Q3 2023 | 24 |
Mercer Capital Advisers, Inc. | 24 | 24 | 0.02% | 0.03% | 0.08% | Q4 2014 | Q3 2020 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.17% | 0.29% | 0.52% | Q4 2017 | Q3 2023 | 24 |
LONDON CO OF VIRGINIA | 24 | 24 | 0.00% | 0.86% | 1.35% | Q4 2014 | Q3 2020 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 20 | 4 | 0.04% | 1.26% | 2.01% | Q1 2015 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 22 | 2 | 0.00% | 0.53% | 1.31% | Q2 2015 | Q2 2023 | 24 |
TERRIL BROTHERS, INC. | 23 | 1 | 0.06% | 0.11% | 0.53% | Q3 2014 | Q3 2023 | 24 |
Robertson Opportunity Capital, LLC | 24 | 24 | 0.40% | 3.44% | 5.73% | Q1 2016 | Q4 2021 | 24 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 24 |
Vigilant Capital Management, LLC | 14 | 10 | 0.00% | 0.88% | 2.32% | Q2 2013 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Orca Investment Management, LLC | 12 | 12 | 0.51% | 2.02% | 4.03% | Q4 2016 | Q3 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.08% | 0.43% | 1.55% | Q4 2014 | Q3 2020 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 24 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2022 | 24 |
Oak Grove Capital LLC | 24 | 24 | 1.11% | 2.60% | 4.38% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.17% | 0.75% | Q4 2014 | Q3 2023 | 24 |
ClearBridge Investments Ltd | 23 | 1 | 0.01% | 6.98% | 16.51% | Q4 2014 | Q4 2021 | 24 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.09% | 0.34% | Q3 2013 | Q1 2023 | 24 |
Capula Management Ltd | 5 | 1 | 0.00% | 0.10% | 0.64% | Q2 2019 | Q1 2023 | 24 |
ACG Wealth | 10 | 3 | 0.03% | 0.08% | 0.15% | Q4 2014 | Q3 2022 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q1 2019 | 24 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.51% | 3.41% | Q1 2014 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.44% | 0.70% | 0.95% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.06% | 0.35% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Cito Capital Group, LLC | 24 | 24 | 0.04% | 0.25% | 0.49% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.04% | 0.14% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Perkins Coie Trust Co | 21 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 24 |
Greylin Investment Management, Inc | 10 | 6 | 0.04% | 0.12% | 0.25% | Q4 2013 | Q3 2022 | 24 |
Meiji Yasuda Life Insurance Co | 7 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2021 | 24 |
G&S Capital LLC | 24 | 24 | 0.08% | 0.13% | 0.30% | Q4 2017 | Q3 2023 | 24 |
SECOR Capital Advisors, LP | 10 | 1 | 0.01% | 0.25% | 0.69% | Q4 2013 | Q4 2017 | 24 |
FRONT BARNETT ASSOCIATES LLC | 24 | 24 | 0.02% | 0.13% | 0.52% | Q4 2014 | Q3 2020 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Argent Trust Co | 22 | 1 | 0.02% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 23 |
EP Wealth Advisors, LLC | 16 | 1 | 0.01% | 0.37% | 1.85% | Q2 2014 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 23 |
ETRADE Capital Management LLC | 12 | 1 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2020 | 23 |
Simplicity Solutions, LLC | 12 | 4 | 0.01% | 0.08% | 0.36% | Q4 2015 | Q3 2023 | 23 |
TPH Asset Management, LLC | 19 | 19 | 0.01% | 1.98% | 4.24% | Q2 2013 | Q4 2017 | 23 |
First Pacific Advisors, LP | 23 | 23 | 1.61% | 2.37% | 3.09% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.07% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Capital Impact Advisors, LLC | 17 | 1 | 0.32% | 0.56% | 1.09% | Q4 2014 | Q1 2023 | 23 |
TOWER BRIDGE ADVISORS | 23 | 23 | 0.03% | 0.37% | 1.44% | Q3 2014 | Q1 2020 | 23 |
BLACKHILL CAPITAL INC | 23 | 23 | 0.65% | 2.65% | 7.39% | Q4 2014 | Q2 2020 | 23 |
Riggs Asset Managment Co. Inc. | 13 | 1 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 23 |
Heronetta Management, L.P. | 19 | 1 | 0.18% | 1.05% | 2.37% | Q3 2014 | Q3 2023 | 23 |
Cypress Capital Management LLC (WY) | 21 | 2 | 0.00% | 0.58% | 2.67% | Q4 2014 | Q2 2021 | 23 |
COUNTRY TRUST BANK | 21 | 1 | 0.00% | 0.40% | 0.91% | Q2 2015 | Q2 2022 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Cetera Investment Advisers | 20 | 3 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 23 |
OLD NATIONAL BANCORP /IN/ | 23 | 23 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2020 | 23 |
PITCAIRN CO | 9 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2022 | 23 |
Sippican Capital Advisors | 13 | 10 | 0.21% | 0.56% | 0.97% | Q4 2014 | Q3 2023 | 23 |
SIT INVESTMENT ASSOCIATES INC | 13 | 10 | 0.00% | 0.32% | 1.04% | Q2 2013 | Q3 2020 | 23 |
StoneX Group Inc. | 16 | 1 | 0.08% | 0.24% | 0.69% | Q3 2017 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q2 2022 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.27% | 0.40% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.04% | 0.33% | 0.85% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2022 | 23 |
GODSEY & GIBB, INC | 10 | 1 | 0.00% | 1.04% | 2.92% | Q2 2013 | Q3 2023 | 23 |
BOSTON FINANCIAL MANGEMENT LLC | 18 | 5 | 0.02% | 0.22% | 0.90% | Q2 2013 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.15% | 0.43% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Skandinaviska Enskilda Banken AB (publ) | 19 | 4 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q3 2021 | 23 |
CYPRESS ASSET MANAGEMENT INC/TX | 23 | 23 | 0.05% | 0.70% | 1.67% | Q2 2013 | Q4 2018 | 23 |
Tredje AP-fonden | 19 | 4 | 0.02% | 0.17% | 0.39% | Q2 2015 | Q3 2023 | 23 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 2 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 23 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.00% | 0.19% | 0.63% | Q4 2017 | Q1 2023 | 22 |
C.V. Starr & Co., Inc. Trust | 22 | 22 | 3.46% | 5.30% | 9.90% | Q4 2014 | Q1 2020 | 22 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.16% | 0.58% | Q1 2013 | Q3 2023 | 22 |
Baystate Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 22 |
VISTA INVESTMENT MANAGEMENT | 22 | 22 | 0.13% | 0.22% | 0.38% | Q4 2017 | Q1 2023 | 22 |
Quaker Capital Investments, LLC | 22 | 22 | 3.79% | 7.12% | 10.75% | Q1 2016 | Q2 2021 | 22 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.11% | 0.46% | 1.14% | Q2 2013 | Q3 2023 | 22 |
Holloway Wealth Management, LLC | 22 | 22 | 0.97% | 2.76% | 4.60% | Q4 2016 | Q1 2022 | 22 |
SMITH CHAS P & ASSOCIATES PA CPAS | 22 | 22 | 0.05% | 1.18% | 3.94% | Q4 2014 | Q1 2020 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2022 | 22 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 1 | 0.04% | 0.40% | 0.84% | Q2 2013 | Q4 2021 | 22 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 19 | 3 | 0.01% | 0.04% | 0.20% | Q1 2015 | Q3 2023 | 22 |
A.R.T. Advisors, LLC | 12 | 1 | 0.03% | 0.34% | 0.85% | Q2 2013 | Q4 2019 | 22 |
Baugh & Associates, LLC | 22 | 22 | 1.60% | 2.28% | 3.13% | Q4 2017 | Q1 2023 | 22 |
BRAUN STACEY ASSOCIATES INC | 12 | 10 | 0.15% | 0.56% | 0.99% | Q2 2013 | Q2 2021 | 22 |
NEW SOUTH CAPITAL MANAGEMENT INC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2020 | 22 |
Stellar Capital Management, LLC | 15 | 7 | 0.28% | 0.65% | 1.55% | Q4 2014 | Q2 2020 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 22 |
Rafferty Asset Management, LLC | 19 | 1 | 0.01% | 0.09% | 0.18% | Q1 2016 | Q3 2023 | 22 |
Violich Capital Management, Inc. | 22 | 22 | 0.04% | 0.18% | 0.48% | Q4 2014 | Q1 2020 | 22 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.16% | 0.75% | Q3 2013 | Q1 2018 | 22 |
Centre Asset Management, LLC | 22 | 22 | 0.13% | 1.61% | 3.76% | Q3 2018 | Q4 2023 | 22 |
Valmark Advisers, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.30% | 0.57% | 0.78% | Q4 2017 | Q3 2023 | 22 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 12 | 2 | 0.02% | 0.63% | 1.41% | Q1 2017 | Q3 2023 | 22 |
WEBSTER BANK, N. A. | 9 | 1 | 0.00% | 0.04% | 0.17% | Q1 2015 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2018 | 22 |
Hanson & Doremus Investment Management | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 22 |
LORD, ABBETT & CO. LLC | 18 | 1 | 0.03% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 22 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.03% | 0.24% | 0.70% | Q1 2017 | Q3 2023 | 22 |
JRM Investment Counsel, LLC | 22 | 22 | 1.59% | 3.56% | 7.39% | Q4 2014 | Q1 2020 | 22 |
Deane Retirement Strategies, Inc. | 10 | 3 | 0.99% | 1.68% | 3.79% | Q1 2016 | Q3 2022 | 22 |
L. Roy Papp & Associates, LLP | 11 | 10 | 0.04% | 0.07% | 0.21% | Q4 2014 | Q3 2023 | 21 |
SHEPHERD KAPLAN KROCHUK, LLC | 15 | 6 | 0.14% | 0.41% | 1.32% | Q4 2017 | Q3 2023 | 21 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q1 2023 | 21 |
Maple-Brown Abbott Ltd | 21 | 21 | 2.26% | 8.86% | 15.16% | Q2 2016 | Q2 2021 | 21 |
SASCO CAPITAL INC / CT/ | 21 | 21 | 0.00% | 0.66% | 2.59% | Q2 2013 | Q2 2018 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
HIGHLAND CAPITAL MANAGEMENT LP | 21 | 21 | 0.02% | 0.12% | 0.42% | Q2 2014 | Q2 2019 | 21 |
EDGAR LOMAX CO/VA | 16 | 5 | 0.25% | 0.63% | 0.86% | Q4 2015 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Harbor Advisors LLC | 21 | 21 | 0.05% | 0.10% | 0.18% | Q4 2016 | Q4 2021 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q4 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.26% | 0.46% | Q3 2017 | Q3 2022 | 21 |
MOODY LYNN & LIEBERSON, LLC | 21 | 21 | 0.03% | 0.07% | 0.18% | Q4 2014 | Q4 2019 | 21 |
Trust Investment Advisors | 21 | 21 | 0.45% | 0.79% | 1.26% | Q3 2018 | Q3 2023 | 21 |
C V STARR & CO INC | 12 | 9 | 6.03% | 8.89% | 13.59% | Q4 2014 | Q1 2020 | 21 |
River Road Asset Management, LLC | 21 | 21 | 0.25% | 0.89% | 2.26% | Q3 2018 | Q3 2023 | 21 |
BAR HARBOR TRUST SERVICES | 15 | 6 | 0.00% | 1.89% | 4.23% | Q1 2014 | Q2 2022 | 21 |
GOFEN & GLOSSBERG LLC /IL/ | 19 | 2 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q4 2019 | 21 |
Azimuth Capital Management LLC | 13 | 8 | 0.02% | 0.16% | 0.29% | Q4 2014 | Q1 2022 | 21 |
E&G Advisors, LP | 21 | 21 | 0.08% | 0.99% | 3.23% | Q4 2013 | Q4 2018 | 21 |
Wellington Shields & Co., LLC | 21 | 21 | 0.12% | 0.72% | 1.56% | Q3 2018 | Q3 2023 | 21 |
Edge Wealth Management LLC | 13 | 8 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 21 |
Freedom Investment Management, Inc. | 10 | 1 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 21 |
BANK OF STOCKTON | 17 | 4 | 0.06% | 0.13% | 0.21% | Q4 2014 | Q3 2023 | 21 |
Capital International Investors | 21 | 21 | 0.02% | 0.28% | 0.93% | Q3 2014 | Q3 2019 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.05% | 0.15% | 0.71% | Q1 2017 | Q2 2022 | 21 |
GAMBLE JONES INVESTMENT COUNSEL | 20 | 1 | 0.02% | 0.29% | 0.99% | Q2 2013 | Q3 2018 | 21 |
COLONY GROUP LLC | 10 | 4 | 0.00% | 0.17% | 1.72% | Q2 2013 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
WASHINGTON TRUST Co | 16 | 1 | 0.00% | 0.11% | 0.33% | Q4 2014 | Q3 2023 | 21 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 21 | 21 | 0.28% | 0.97% | 3.40% | Q4 2014 | Q4 2019 | 21 |
Assenagon Asset Management S.A. | 11 | 1 | 0.01% | 0.10% | 0.73% | Q3 2017 | Q3 2023 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.13% | 0.33% | 0.53% | Q4 2017 | Q4 2022 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2022 | 21 |
Mirador Capital Partners LP | 18 | 3 | 0.07% | 0.66% | 1.08% | Q1 2016 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.00% | 0.16% | 0.31% | Q2 2013 | Q2 2018 | 21 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.36% | 0.92% | Q2 2013 | Q3 2023 | 21 |
Nikko Asset Management Americas, Inc. | 14 | 7 | 0.01% | 0.18% | 0.50% | Q4 2014 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.24% | 0.36% | 0.65% | Q3 2018 | Q3 2023 | 21 |
DONALDSON CAPITAL MANAGEMENT, LLC | 16 | 5 | 0.01% | 1.05% | 3.88% | Q4 2014 | Q1 2023 | 21 |
CapWealth Advisors, LLC | 21 | 21 | 0.03% | 0.11% | 0.32% | Q2 2013 | Q2 2018 | 21 |
Corient Capital Partners, LLC | 9 | 5 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2022 | 20 |
CHICKASAW CAPITAL MANAGEMENT LLC | 20 | 20 | 0.83% | 2.96% | 9.08% | Q4 2018 | Q3 2023 | 20 |
Brandywine Global Investment Management, LLC | 10 | 2 | 0.18% | 0.31% | 0.49% | Q3 2017 | Q3 2023 | 20 |
BENEDICT FINANCIAL ADVISORS INC | 20 | 20 | 0.22% | 0.43% | 0.54% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q3 2022 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.07% | 0.20% | Q4 2012 | Q1 2021 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 11 | 9 | 0.01% | 0.06% | 0.32% | Q4 2017 | Q1 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.09% | 0.15% | Q4 2014 | Q3 2019 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 20 |
JT Stratford LLC | 8 | 1 | 0.12% | 0.58% | 1.14% | Q4 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 20 |
RDA Financial Network | 19 | 19 | 0.00% | 0.27% | 0.37% | Q1 2019 | Q3 2023 | 20 |
CASTLEARK MANAGEMENT LLC | 10 | 2 | 0.01% | 0.16% | 0.42% | Q2 2013 | Q1 2021 | 20 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.20% | Q4 2017 | Q3 2022 | 20 |
CoreCommodity Management, LLC | 16 | 1 | 0.03% | 0.22% | 0.58% | Q3 2013 | Q2 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.14% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.78% | 1.09% | 1.67% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.10% | 0.30% | 0.61% | Q4 2017 | Q3 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.22% | 0.40% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.33% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Avidian Wealth Solutions, LLC | 19 | 1 | 0.05% | 0.08% | 0.22% | Q4 2015 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2020 | 20 |
HBK INVESTMENTS L P | 10 | 4 | 0.02% | 0.10% | 0.52% | Q3 2013 | Q1 2018 | 20 |
Archer Investment Corp | 20 | 20 | 0.31% | 0.54% | 0.99% | Q4 2018 | Q3 2023 | 20 |
Berkeley Capital Partners, LLC | 20 | 20 | 0.14% | 0.37% | 0.67% | Q4 2018 | Q3 2023 | 20 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 12 | 1 | 0.00% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SNOW CAPITAL MANAGEMENT LP | 17 | 3 | 0.01% | 1.04% | 2.59% | Q2 2016 | Q2 2021 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 11 | 9 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 10 | 1 | 0.00% | 0.21% | 1.40% | Q4 2014 | Q4 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q1 2018 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.02% | 0.19% | 0.32% | Q2 2015 | Q1 2020 | 20 |
Global X Management CO LLC | 20 | 20 | 0.00% | 0.54% | 0.97% | Q3 2013 | Q2 2018 | 20 |
IMA Wealth, Inc. | 13 | 7 | 0.03% | 0.61% | 1.01% | Q1 2017 | Q3 2023 | 20 |
Bell Bank | 11 | 9 | 0.03% | 0.29% | 0.77% | Q3 2013 | Q3 2022 | 20 |
BAXTER BROS INC | 18 | 2 | 0.11% | 0.26% | 0.35% | Q2 2015 | Q3 2023 | 20 |
CORTLAND ADVISERS LLC | 20 | 20 | 2.61% | 6.81% | 10.15% | Q4 2014 | Q3 2019 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.08% | 0.13% | 0.28% | Q4 2018 | Q3 2023 | 20 |
DOWLING & YAHNKE LLC | 20 | 20 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2022 | 20 |
CIBC BANK USA | 12 | 3 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q4 2019 | 20 |
LATHROP INVESTMENT MANAGEMENT CORP | 20 | 20 | 1.95% | 2.71% | 3.42% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Counsel, Inc | 20 | 20 | 0.07% | 0.15% | 0.26% | Q2 2014 | Q1 2019 | 20 |
SUN LIFE FINANCIAL INC | 18 | 2 | 0.00% | 0.10% | 0.32% | Q4 2016 | Q1 2022 | 20 |
IBEX WEALTH ADVISORS | 7 | 1 | 0.02% | 0.34% | 0.95% | Q3 2016 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.00% | 0.10% | 0.31% | Q1 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.20% | 0.24% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.01% | 0.28% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Inscription Capital, LLC | 20 | 20 | 0.03% | 0.59% | 1.04% | Q4 2018 | Q3 2023 | 20 |
STRATEGY ASSET MANAGERS LLC | 18 | 2 | 0.07% | 0.17% | 0.38% | Q2 2013 | Q2 2020 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.10% | 0.24% | Q1 2013 | Q4 2017 | 20 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.18% | Q2 2016 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.13% | 0.21% | 0.39% | Q2 2013 | Q1 2018 | 20 |
Requisite Capital Management, LLC | 20 | 20 | 0.20% | 0.29% | 0.44% | Q4 2018 | Q3 2023 | 20 |
DEAN INVESTMENT ASSOCIATES, LLC | 20 | 20 | 0.52% | 0.89% | 1.18% | Q4 2018 | Q3 2023 | 20 |
Sowell Financial Services LLC | 17 | 3 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 20 |
HANCOCK WHITNEY CORP | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
CIM INVESTMENT MANAGEMENT INC | 20 | 20 | 0.09% | 0.24% | 0.66% | Q2 2014 | Q1 2019 | 20 |
First Personal Financial Services | 20 | 20 | 0.00% | 0.15% | 0.78% | Q4 2014 | Q3 2019 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 19 | 19 | 0.10% | 0.18% | 0.30% | Q4 2018 | Q2 2023 | 19 |
Texan Capital Management | 19 | 19 | 0.29% | 1.36% | 4.13% | Q2 2013 | Q4 2017 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.11% | 0.22% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Ironwood Investment Counsel, LLC | 19 | 19 | 0.10% | 0.46% | 1.72% | Q2 2015 | Q4 2019 | 19 |
COMERICA SECURITIES INC | 18 | 1 | 0.03% | 0.36% | 1.05% | Q2 2013 | Q4 2018 | 19 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q4 2017 | 19 |
Gilbert & Cook, Inc. | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.49% | 0.71% | 1.12% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2019 | 19 |
Engineers Gate Manager LP | 7 | 1 | 0.02% | 0.15% | 0.56% | Q2 2015 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 17 | 1 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 19 |
Frontier Wealth Management LLC | 13 | 6 | 0.01% | 0.14% | 0.66% | Q4 2014 | Q3 2021 | 19 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.04% | 0.08% | 0.16% | Q2 2017 | Q1 2022 | 19 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.33% | 1.88% | Q4 2013 | Q4 2020 | 19 |
WealthPLAN Partners, LLC | 12 | 1 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q2 2023 | 19 |
OSSIAM | 19 | 19 | 0.00% | 0.05% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 16 | 3 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 19 |
BARINGS LLC | 10 | 1 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q2 2022 | 19 |
SFMG, LLC | 11 | 8 | 0.04% | 0.15% | 0.60% | Q4 2014 | Q3 2023 | 19 |
Abrams Capital Management | 19 | 19 | 1.62% | 4.77% | 6.12% | Q1 2018 | Q3 2022 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.04% | 0.15% | 0.44% | Q1 2019 | Q3 2023 | 19 |
M Holdings Securities, Inc. | 18 | 1 | 0.02% | 0.23% | 0.74% | Q3 2014 | Q1 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 2 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Janney Capital Management LLC | 17 | 1 | 0.01% | 0.30% | 0.78% | Q4 2014 | Q3 2023 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.13% | 0.53% | 0.78% | Q1 2019 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 19 |
CHEMICAL BANK | 19 | 19 | 0.09% | 0.21% | 0.48% | Q4 2014 | Q2 2019 | 19 |
First National Bank of South Miami | 19 | 19 | 0.01% | 0.07% | 0.18% | Q4 2018 | Q2 2023 | 19 |
Brookstone Capital Management | 12 | 1 | 0.01% | 0.20% | 0.49% | Q3 2014 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
CAPITAL GUARDIAN TRUST CO | 19 | 19 | 0.00% | 0.21% | 0.68% | Q2 2013 | Q4 2017 | 19 |
ROMAN BUTLER FULLERTON & CO | 19 | 19 | 0.14% | 0.42% | 0.78% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
PAYDEN & RYGEL | 11 | 8 | 0.00% | 1.40% | 2.18% | Q2 2013 | Q3 2020 | 19 |
MIDDLETON & CO INC/MA | 19 | 19 | 0.03% | 0.28% | 0.62% | Q2 2013 | Q4 2017 | 19 |
CAZ INVESTMENTS LP | 12 | 1 | 0.12% | 0.86% | 1.59% | Q1 2015 | Q1 2020 | 19 |
Jackson Square Partners, LLC | 15 | 4 | 0.01% | 0.34% | 1.68% | Q3 2014 | Q4 2019 | 19 |
Founders Capital Management | 13 | 6 | 0.00% | 0.44% | 2.09% | Q1 2017 | Q4 2023 | 19 |
New Jersey Better Educational Savings Trust | 13 | 1 | 0.24% | 0.43% | 0.69% | Q1 2014 | Q3 2019 | 18 |
Pinnacle Bancorp, Inc. | 9 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 18 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 18 | 18 | 0.06% | 0.13% | 0.25% | Q2 2013 | Q3 2017 | 18 |
BENDER ROBERT & ASSOCIATES | 18 | 18 | 0.39% | 0.89% | 1.40% | Q3 2013 | Q4 2017 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 15 | 1 | 0.00% | 5.59% | 50.00% | Q3 2014 | Q2 2019 | 18 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2017 | 18 |
NewSquare Capital LLC | 13 | 5 | 0.00% | 0.05% | 0.26% | Q4 2014 | Q3 2023 | 18 |
Meridian Wealth Management, LLC | 18 | 18 | 0.12% | 0.23% | 0.36% | Q2 2019 | Q3 2023 | 18 |
TWIN CAPITAL MANAGEMENT INC | 18 | 18 | 0.10% | 0.16% | 0.31% | Q4 2014 | Q1 2019 | 18 |
Abacus Planning Group, Inc. | 18 | 18 | 0.09% | 0.32% | 0.69% | Q2 2018 | Q3 2022 | 18 |
Alpha Omega Wealth Management LLC | 12 | 6 | 0.01% | 0.32% | 0.55% | Q2 2018 | Q3 2023 | 18 |
Cipher Capital LP | 6 | 1 | 0.06% | 0.39% | 1.02% | Q3 2013 | Q3 2023 | 18 |
GLG LLC | 16 | 16 | 0.04% | 0.14% | 0.28% | Q1 2014 | Q4 2017 | 18 |
UBS AG | 6 | 6 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2014 | 18 |
ASPIRIANT, LLC | 17 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.14% | 0.43% | Q2 2013 | Q3 2017 | 18 |
FIDUCIARY TRUST CO | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 18 |
GAM Holding AG | 17 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q4 2018 | 18 |
INDEPENDENT INVESTORS INC | 18 | 18 | 0.14% | 0.43% | 0.83% | Q2 2019 | Q3 2023 | 18 |
VALLEY WEALTH MANAGERS, INC. | 13 | 5 | 0.01% | 0.25% | 0.38% | Q2 2016 | Q3 2023 | 18 |
Blue Fin Capital, Inc. | 18 | 18 | 0.11% | 0.45% | 0.80% | Q4 2013 | Q1 2018 | 18 |
ATWOOD & PALMER INC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2018 | 18 |
Nippon Life Global Investors Americas, Inc. | 14 | 4 | 0.04% | 0.41% | 1.14% | Q4 2014 | Q1 2022 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.22% | 0.42% | 0.85% | Q2 2019 | Q3 2023 | 18 |
InterOcean Capital, LLC | 9 | 9 | 0.07% | 0.30% | 0.71% | Q4 2014 | Q2 2020 | 18 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.19% | 0.34% | Q1 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.21% | 0.26% | 0.36% | Q2 2019 | Q3 2023 | 18 |
DUBUQUE BANK & TRUST CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 18 |
TRAIN BABCOCK ADVISORS LLC | 18 | 18 | 0.24% | 0.92% | 2.41% | Q2 2013 | Q3 2017 | 18 |
FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.08% | 0.18% | 0.32% | Q2 2013 | Q3 2017 | 18 |
PARSONS CAPITAL MANAGEMENT INC/RI | 18 | 18 | 0.02% | 0.22% | 0.60% | Q3 2013 | Q4 2017 | 18 |
THOMPSON DAVIS & CO., INC. | 17 | 1 | 0.01% | 0.24% | 0.74% | Q4 2013 | Q3 2018 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 18 |
Alberta Investment Management Corp | 17 | 1 | 0.04% | 0.10% | 0.24% | Q1 2019 | Q3 2023 | 18 |
Scott & Selber, Inc. | 12 | 1 | 0.40% | 1.21% | 2.70% | Q2 2013 | Q3 2023 | 18 |
MV CAPITAL MANAGEMENT, INC. | 11 | 7 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q3 2023 | 18 |
WINTON GROUP Ltd | 13 | 1 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 18 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 4 | 0.04% | 0.12% | 0.32% | Q4 2014 | Q3 2023 | 18 |
GRANDFIELD & DODD, LLC | 15 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 18 |
CNB Bank | 7 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
Epoch Investment Partners, Inc. | 10 | 1 | 0.00% | 0.25% | 1.13% | Q2 2013 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
AGF Investments LLC | 15 | 3 | 0.00% | 0.06% | 0.26% | Q4 2017 | Q3 2022 | 18 |
Virtus ETF Advisers LLC | 13 | 2 | 0.11% | 0.66% | 1.46% | Q1 2017 | Q1 2023 | 18 |
Old Port Advisors | 17 | 1 | 0.07% | 0.17% | 0.25% | Q2 2018 | Q4 2022 | 18 |
Wealth Alliance Advisory Group, LLC | 14 | 1 | 0.05% | 0.14% | 0.22% | Q4 2017 | Q3 2023 | 18 |
Smith, Salley & Associates | 18 | 18 | 0.07% | 1.38% | 2.35% | Q2 2013 | Q3 2017 | 18 |
Knuff & Co LLC | 15 | 3 | 0.01% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Global Endowment Management, LP | 11 | 2 | 0.05% | 0.27% | 0.78% | Q2 2013 | Q2 2019 | 18 |
Shorepoint Capital Partners LLC | 9 | 9 | 0.70% | 0.97% | 1.22% | Q1 2019 | Q3 2023 | 18 |
Uniplan Investment Counsel, Inc. | 16 | 2 | 0.04% | 0.38% | 0.70% | Q2 2015 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 18 |
CINCINNATI INSURANCE CO | 12 | 2 | 0.00% | 0.12% | 0.48% | Q4 2014 | Q2 2022 | 18 |
STARR INTERNATIONAL CO INC | 18 | 18 | 0.26% | 0.93% | 2.52% | Q4 2015 | Q1 2020 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 0.33% | 3.37% | 9.99% | Q2 2013 | Q4 2017 | 18 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.06% | 0.33% | Q4 2014 | Q4 2021 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.08% | 0.38% | 1.05% | Q2 2013 | Q3 2017 | 18 |
PineBridge Investments, L.P. | 8 | 2 | 0.00% | 0.05% | 0.48% | Q4 2014 | Q4 2020 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.22% | 1.28% | 3.87% | Q2 2013 | Q3 2017 | 18 |
BOYS ARNOLD & CO INC | 13 | 5 | 0.04% | 0.11% | 0.31% | Q4 2014 | Q2 2019 | 18 |
ALLSTATE CORP | 17 | 1 | 0.02% | 0.04% | 0.12% | Q2 2017 | Q4 2022 | 18 |
SIGMA INVESTMENT COUNSELORS INC | 18 | 18 | 0.09% | 0.18% | 0.40% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Horizon Investments, LLC | 11 | 7 | 0.01% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 18 |
BP CAPITAL FUND ADVISORS, LLC | 17 | 17 | 0.40% | 2.98% | 4.87% | Q4 2015 | Q4 2019 | 17 |
RFG Advisory, LLC | 9 | 1 | 0.01% | 0.13% | 0.70% | Q2 2015 | Q3 2023 | 17 |
WealthTrust-Arizona, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2018 | 17 |
Pacifica Partners Inc. | 17 | 17 | 1.36% | 1.76% | 2.55% | Q4 2019 | Q4 2023 | 17 |
AMF Tjanstepension AB | 17 | 17 | 0.02% | 0.38% | 0.59% | Q3 2016 | Q3 2020 | 17 |
Virtue Capital Management, LLC | 8 | 1 | 0.01% | 0.14% | 0.41% | Q1 2018 | Q3 2023 | 17 |
Columbia Asset Management | 14 | 1 | 0.03% | 0.21% | 0.49% | Q2 2014 | Q3 2023 | 17 |
Richmond Hill Investment Co., LP | 17 | 17 | 2.91% | 7.22% | 15.28% | Q4 2015 | Q4 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.09% | 0.30% | Q2 2013 | Q2 2017 | 17 |
JONES FINANCIAL COMPANIES LLLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
Cottage Street Advisors LLC | 17 | 17 | 0.11% | 0.59% | 2.77% | Q4 2015 | Q4 2019 | 17 |
BOENNING & SCATTERGOOD, INC. | 17 | 17 | 0.05% | 0.10% | 0.25% | Q4 2018 | Q4 2022 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2022 | 17 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 17 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 8 | 0.08% | 0.30% | 0.58% | Q1 2018 | Q3 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 17 | 17 | 0.07% | 0.21% | 0.55% | Q4 2014 | Q4 2018 | 17 |
Virtu KCG Holdings LLC | 12 | 3 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q2 2017 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 2 | 0.01% | 0.13% | 0.33% | Q2 2013 | Q3 2020 | 17 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 13 | 4 | 0.04% | 0.07% | 0.29% | Q4 2017 | Q3 2023 | 17 |
CAMDEN NATIONAL BANK | 17 | 17 | 0.84% | 1.21% | 1.77% | Q3 2019 | Q3 2023 | 17 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 15 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 17 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 11 | 3 | 0.00% | 0.21% | 0.33% | Q1 2015 | Q3 2023 | 17 |
Leisure Capital Management | 17 | 17 | 0.23% | 0.43% | 0.57% | Q1 2018 | Q1 2022 | 17 |
Legacy Advisors, LLC | 17 | 17 | 0.00% | 0.13% | 0.31% | Q1 2018 | Q1 2022 | 17 |
COMERICA SECURITIES,INC. | 15 | 1 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.43% | 0.78% | 2.08% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Patten Group, Inc. | 17 | 17 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q4 2018 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.03% | 0.12% | 0.50% | Q3 2013 | Q3 2017 | 17 |
SEEYOND | 17 | 17 | 0.06% | 0.11% | 0.20% | Q4 2018 | Q4 2022 | 17 |
Strategic Blueprint, LLC | 17 | 17 | 0.00% | 0.11% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Farmers National Bank | 15 | 2 | 0.03% | 1.04% | 3.02% | Q4 2014 | Q2 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.05% | 0.98% | 2.92% | Q2 2013 | Q2 2017 | 17 |
180 WEALTH ADVISORS, LLC | 17 | 17 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 17 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q4 2016 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q1 2022 | 17 |
Dougherty Wealth Advisers LLC | 15 | 2 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 17 |
FAIRFIELD, BUSH & CO. | 15 | 1 | 0.02% | 0.46% | 1.24% | Q2 2013 | Q2 2023 | 17 |
Alpha Cubed Investments, LLC | 8 | 2 | 0.02% | 0.31% | 1.31% | Q4 2013 | Q2 2022 | 17 |
Magnus Financial Group LLC | 12 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Private Portfolio Partners LLC | 17 | 17 | 0.08% | 0.11% | 0.13% | Q3 2019 | Q3 2023 | 17 |
SENTINEL TRUST CO LBA | 7 | 4 | 0.05% | 0.49% | 1.44% | Q2 2015 | Q3 2023 | 17 |
USA FINANCIAL FORMULAS | 15 | 2 | 0.00% | 0.13% | 1.05% | Q1 2019 | Q2 2023 | 17 |
NuWave Investment Management, LLC | 8 | 1 | 0.00% | 0.34% | 1.16% | Q2 2013 | Q4 2021 | 17 |
FOSTER & MOTLEY INC | 17 | 17 | 0.08% | 0.22% | 0.40% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.00% | 0.26% | 0.76% | Q4 2013 | Q4 2017 | 17 |
West Oak Capital, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2019 | 16 |
West Family Investments, Inc. | 10 | 1 | 0.03% | 0.12% | 0.33% | Q2 2013 | Q3 2021 | 16 |
Avantax Planning Partners, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2020 | 16 |
Banco Santander, S.A. | 8 | 1 | 0.00% | 0.07% | 0.78% | Q2 2017 | Q3 2023 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q4 2016 | 16 |
RR Advisors, LLC | 10 | 6 | 0.09% | 2.41% | 12.44% | Q2 2013 | Q3 2020 | 16 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q2 2018 | 16 |
CADENCE BANK NA | 8 | 3 | 0.08% | 0.28% | 1.08% | Q4 2014 | Q3 2022 | 16 |
CAPITAL ONE, NATIONAL ASSOCIATION | 15 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2019 | 16 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 0.60% | 1.85% | 2.60% | Q4 2019 | Q3 2023 | 16 |
VNBTrust, National Association | 16 | 16 | 0.08% | 0.40% | 1.65% | Q2 2013 | Q1 2017 | 16 |
Ranger Investment Management | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 16 |
BRINKER CAPITAL INC | 14 | 2 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q1 2020 | 16 |
Kimelman & Baird, LLC | 9 | 7 | 0.19% | 0.73% | 2.33% | Q2 2013 | Q2 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.08% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.08% | 0.30% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.06% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Acorn Wealth Advisors, LLC | 13 | 3 | 0.05% | 0.25% | 0.36% | Q4 2017 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
NORTH AMERICAN MANAGEMENT CORP | 13 | 3 | 0.03% | 0.06% | 0.15% | Q4 2013 | Q3 2018 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
CHOREO, LLC | 14 | 1 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Paradigm Financial Advisors, LLC | 16 | 16 | 0.28% | 0.96% | 2.09% | Q4 2014 | Q3 2018 | 16 |
Centiva Capital, LP | 4 | 2 | 0.00% | 0.05% | 0.31% | Q1 2019 | Q3 2023 | 16 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.32% | 0.65% | Q2 2013 | Q3 2016 | 16 |
CAPITAL MANAGEMENT CORP /VA | 14 | 2 | 0.10% | 2.52% | 3.48% | Q1 2015 | Q3 2023 | 16 |
Ausdal Financial Partners, Inc. | 15 | 1 | 0.05% | 0.13% | 0.21% | Q4 2015 | Q2 2020 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 6 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 16 |
FORTE CAPITAL LLC /ADV | 13 | 3 | 0.06% | 0.26% | 0.57% | Q3 2014 | Q4 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Prime Capital Investment Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 1.29% | 3.14% | 5.70% | Q4 2019 | Q3 2023 | 16 |
10-15 ASSOCIATES, INC. | 12 | 1 | 0.06% | 0.36% | 0.55% | Q1 2015 | Q3 2020 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 16 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 1 | 0.01% | 0.60% | 2.39% | Q2 2013 | Q2 2019 | 16 |
McGowan Group Asset Management, Inc. | 14 | 2 | 1.11% | 2.10% | 3.14% | Q4 2014 | Q1 2022 | 16 |
BlueCrest Capital Management Ltd | 8 | 1 | 0.01% | 0.09% | 0.17% | Q4 2014 | Q4 2018 | 16 |
Perpetual Ltd | 12 | 2 | 0.00% | 0.08% | 0.23% | Q1 2013 | Q2 2023 | 16 |
Claar Advisors LLC | 16 | 16 | 0.09% | 4.40% | 7.21% | Q2 2017 | Q1 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Crossvault Capital Management LLC | 12 | 4 | 0.07% | 0.19% | 0.27% | Q4 2014 | Q3 2021 | 16 |
Sargent Investment Group, LLC | 13 | 3 | 0.05% | 0.24% | 0.35% | Q4 2018 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.16% | 0.31% | 0.51% | Q4 2019 | Q3 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.05% | 0.45% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.18% | 0.27% | 0.43% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2017 | 16 |
First Dallas Securities Inc. | 16 | 16 | 0.12% | 0.52% | 0.99% | Q4 2014 | Q3 2018 | 16 |
CHATHAM CAPITAL GROUP, INC. | 16 | 16 | 0.05% | 0.49% | 1.35% | Q4 2014 | Q3 2018 | 16 |
Moloney Securities Asset Management, LLC | 8 | 1 | 0.04% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.51% | 0.98% | 1.55% | Q4 2018 | Q3 2022 | 16 |
Truvestments Capital LLC | 15 | 1 | 0.01% | 0.80% | 1.31% | Q3 2018 | Q3 2023 | 16 |
MILES CAPITAL, INC. | 13 | 1 | 0.28% | 0.80% | 1.41% | Q2 2013 | Q2 2019 | 16 |
S.A. Mason LLC | 16 | 16 | 0.01% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
SII INVESTMENTS INC/WI | 16 | 16 | 0.04% | 0.17% | 0.47% | Q4 2013 | Q3 2017 | 16 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 6 | 0.03% | 0.19% | 0.68% | Q3 2013 | Q4 2017 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.10% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Wealth Planning Services, Inc. | 13 | 3 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 16 |
Integre Asset Management, LLC | 16 | 16 | 0.13% | 0.91% | 2.72% | Q2 2013 | Q1 2017 | 16 |
Cadence Bank | 9 | 7 | 0.27% | 0.70% | 1.27% | Q4 2017 | Q3 2023 | 16 |
YorkBridge Wealth Partners, LLC | 16 | 16 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2020 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2017 | 16 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 16 | 16 | 0.01% | 0.11% | 0.16% | Q3 2015 | Q2 2019 | 16 |
BDO Wealth Advisors, LLC | 10 | 6 | 0.00% | 0.03% | 0.15% | Q2 2017 | Q2 2023 | 16 |
MBM Wealth Consultants, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2022 | 16 |
Rampart Investment Management Company, LLC | 16 | 16 | 0.04% | 0.11% | 0.27% | Q3 2016 | Q2 2020 | 16 |
Ahrens Investment Partners LLC | 9 | 1 | 0.03% | 0.12% | 0.30% | Q4 2016 | Q1 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.10% | 0.18% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 3.90% | 5.36% | 9.09% | Q4 2019 | Q3 2023 | 16 |
Barrett Asset Management, LLC | 14 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2017 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.15% | 0.28% | Q2 2013 | Q4 2016 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.24% | Q3 2017 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 16 |
Fortis Advisors, LLC | 12 | 1 | 0.00% | 0.08% | 0.12% | Q1 2017 | Q3 2022 | 16 |
D'Orazio & Associates, Inc. | 14 | 1 | 0.00% | 0.16% | 0.83% | Q4 2014 | Q3 2021 | 16 |
Private Ocean, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.58% | 1.54% | 2.92% | Q4 2019 | Q3 2023 | 16 |
BCM ADVISORS, LLC | 15 | 1 | 0.02% | 0.38% | 0.54% | Q4 2016 | Q3 2023 | 16 |
BANK OF NOVA SCOTIA TRUST CO | 14 | 1 | 0.00% | 0.09% | 0.16% | Q4 2013 | Q3 2017 | 15 |
Intersect Capital LLC | 11 | 4 | 0.03% | 0.24% | 0.47% | Q4 2014 | Q2 2022 | 15 |
Peak Asset Management, LLC | 13 | 2 | 0.20% | 0.72% | 2.48% | Q4 2014 | Q3 2023 | 15 |
ADVENT INTERNATIONAL, L.P. | 15 | 15 | 0.02% | 0.53% | 1.83% | Q4 2015 | Q2 2019 | 15 |
SKBA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.97% | 1.51% | 1.95% | Q1 2020 | Q3 2023 | 15 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 15 | 15 | 0.01% | 0.51% | 0.77% | Q2 2015 | Q4 2018 | 15 |
CATAWBA CAPITAL MANAGEMENT /VA | 15 | 15 | 0.18% | 0.52% | 1.45% | Q4 2014 | Q2 2018 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.20% | 0.35% | Q2 2013 | Q4 2016 | 15 |
KANALY TRUST CO | 15 | 15 | 0.02% | 0.30% | 0.72% | Q2 2013 | Q4 2016 | 15 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 15 | 15 | 0.04% | 0.18% | 0.53% | Q1 2020 | Q3 2023 | 15 |
TOTH FINANCIAL ADVISORY CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13 | 1 | 0.01% | 0.16% | 0.52% | Q2 2013 | Q2 2020 | 15 |
MONTAG A & ASSOCIATES INC | 12 | 3 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 15 |
Cornerstone Capital, Inc. | 15 | 15 | 0.10% | 0.36% | 0.71% | Q1 2020 | Q3 2023 | 15 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 9 | 6 | 0.02% | 0.50% | 1.06% | Q2 2014 | Q1 2018 | 15 |
WBH ADVISORY INC | 14 | 1 | 0.04% | 0.22% | 0.87% | Q1 2014 | Q1 2018 | 15 |
CHELSEA COUNSEL CO | 11 | 4 | 0.01% | 0.78% | 1.96% | Q4 2014 | Q3 2023 | 15 |
FIRST NATIONAL TRUST CO | 15 | 15 | 0.02% | 0.09% | 0.14% | Q4 2014 | Q2 2018 | 15 |
LUCAS CAPITAL MANAGEMENT | 12 | 3 | 0.18% | 0.26% | 0.36% | Q1 2014 | Q4 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Acropolis Investment Management, LLC | 13 | 2 | 0.02% | 0.11% | 0.37% | Q4 2014 | Q3 2019 | 15 |
Sterling Capital Management LLC | 12 | 3 | 0.08% | 0.81% | 1.69% | Q1 2013 | Q3 2019 | 15 |
Hodges Capital Management Inc. | 15 | 15 | 0.01% | 0.05% | 0.19% | Q2 2014 | Q4 2017 | 15 |
BANK OF HAWAII | 10 | 5 | 0.02% | 0.07% | 0.21% | Q4 2014 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.08% | 0.13% | 0.26% | Q2 2013 | Q4 2016 | 15 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 1 | 0.05% | 0.31% | 0.77% | Q3 2013 | Q3 2017 | 15 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 15 |
Atlas Brown,Inc. | 12 | 3 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q3 2023 | 15 |
HALL LAURIE J TRUSTEE | 12 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 15 |
Blackstone Inc. | 14 | 1 | 0.05% | 0.53% | 1.41% | Q4 2017 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.15% | 0.33% | 0.56% | Q1 2020 | Q3 2023 | 15 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 12 | 3 | 0.10% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 15 |
Orion Portfolio Solutions, LLC | 13 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.12% | 0.40% | Q2 2013 | Q4 2016 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.17% | 0.24% | 0.40% | Q4 2019 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.01% | 0.49% | 0.92% | Q1 2020 | Q3 2023 | 15 |
SteelPeak Wealth, LLC | 15 | 15 | 0.02% | 0.08% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Capital Square, LLC | 15 | 15 | 0.08% | 0.25% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Mechanics Bank Trust Department | 15 | 15 | 0.11% | 0.34% | 0.78% | Q2 2013 | Q4 2016 | 15 |
Realta Investment Advisors | 11 | 4 | 0.02% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 15 |
Shulman DeMeo Asset Management LLC | 11 | 4 | 0.05% | 0.10% | 0.15% | Q4 2018 | Q3 2022 | 15 |
KELLEHER FINANCIAL ADVISORS | 15 | 15 | 1.64% | 2.89% | 4.00% | Q2 2013 | Q4 2016 | 15 |
Vectors Research Management, LLC | 11 | 4 | 0.00% | 0.31% | 0.65% | Q1 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 7 | 3 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 15 |
Wills Financial Group, Inc. | 15 | 15 | 0.17% | 2.22% | 5.07% | Q4 2013 | Q2 2017 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 15 |
TOBAM | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 15 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.12% | 0.35% | Q2 2016 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 15 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 3 | 0.04% | 0.18% | 0.90% | Q3 2014 | Q3 2018 | 15 |
A. D. Beadell Investment Counsel, Inc. | 10 | 5 | 0.12% | 1.68% | 3.28% | Q3 2014 | Q3 2023 | 15 |
Symmetry Partners, LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2023 | 15 |
Empirical Finance, LLC | 15 | 15 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 0.13% | 0.24% | Q2 2013 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.06% | 0.16% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Mosaic Family Wealth, LLC | 14 | 1 | 0.07% | 0.19% | 0.35% | Q4 2015 | Q4 2019 | 15 |
Mn Services Vermogensbeheer B.V. | 10 | 5 | 0.06% | 0.14% | 0.22% | Q1 2016 | Q2 2022 | 15 |
Capital Innovations LLC | 8 | 3 | 0.42% | 1.32% | 2.28% | Q4 2014 | Q3 2019 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 15 |
Teza Capital Management LLC | 7 | 1 | 0.06% | 0.33% | 1.39% | Q2 2018 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q2 2019 | 15 |
Trinity Legacy Partners, LLC | 14 | 14 | 0.00% | 0.64% | 1.36% | Q2 2020 | Q3 2023 | 15 |
Ardevora Asset Management LLP | 9 | 6 | 0.28% | 0.84% | 1.22% | Q3 2018 | Q3 2023 | 15 |
Moisand Fitzgerald Tamayo, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 15 |
Zions Bancorporation | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2018 | 15 |
First City Capital Management, Inc. | 14 | 14 | 0.00% | 0.26% | 0.65% | Q1 2014 | Q2 2017 | 14 |
FIRST CITIZENS BANK & TRUST CO | 7 | 1 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 14 |
GFS Advisors, LLC | 14 | 14 | 0.08% | 0.32% | 0.63% | Q1 2016 | Q2 2019 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Morse Asset Management, Inc | 7 | 7 | 0.04% | 0.08% | 0.26% | Q1 2017 | Q2 2022 | 14 |
Pentwater Capital Management LP | 13 | 1 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2018 | 14 |
HUTNER CAPITAL MANAGEMENT INC | 14 | 14 | 0.11% | 0.29% | 0.48% | Q4 2018 | Q1 2022 | 14 |
Lumbard & Kellner, LLC | 13 | 1 | 1.96% | 2.90% | 4.22% | Q1 2020 | Q3 2023 | 14 |
Clarius Group, LLC | 8 | 6 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 12 | 2 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2021 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2016 | 14 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 14 | 14 | 0.05% | 0.59% | 0.77% | Q4 2015 | Q1 2019 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 2 | 0.10% | 0.15% | 0.20% | Q3 2018 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Huntington Steele LLC | 14 | 14 | 0.04% | 0.64% | 1.58% | Q4 2014 | Q1 2018 | 14 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.07% | 0.24% | 0.54% | Q1 2018 | Q3 2023 | 14 |
Csenge Advisory Group | 8 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2022 | 14 |
BAHL & GAYNOR INC | 10 | 4 | 0.04% | 0.50% | 1.74% | Q2 2013 | Q3 2023 | 14 |
Grassi Investment Management | 13 | 1 | 0.06% | 0.32% | 0.72% | Q2 2014 | Q4 2017 | 14 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2022 | 14 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 4 | 0.04% | 0.19% | 0.43% | Q4 2016 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.07% | 0.37% | 0.78% | Q2 2013 | Q3 2016 | 14 |
Vontobel Swiss Wealth Advisors AG | 10 | 4 | 0.11% | 1.31% | 2.48% | Q4 2014 | Q3 2018 | 14 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2022 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.05% | 0.15% | 0.22% | Q2 2013 | Q3 2016 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 14 |
HIGH POINT BANK & TRUST CO | 14 | 14 | 0.00% | 0.31% | 0.88% | Q3 2013 | Q4 2016 | 14 |
MARTIN CURRIE LTD | 14 | 14 | 0.03% | 1.77% | 2.91% | Q2 2013 | Q3 2016 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 14 |
NN Investment Partners Holdings N.V. | 6 | 1 | 0.00% | 0.06% | 0.37% | Q1 2016 | Q1 2022 | 14 |
NEVILLE RODIE & SHAW INC | 14 | 14 | 0.10% | 0.19% | 0.42% | Q2 2014 | Q3 2017 | 14 |
Randolph Co Inc | 8 | 6 | 0.59% | 1.17% | 1.75% | Q1 2014 | Q3 2023 | 14 |
Creegan & Nassoura Financial Group, LLC | 8 | 6 | 0.20% | 1.34% | 3.37% | Q4 2014 | Q1 2021 | 14 |
True North Advisors, LLC | 14 | 14 | 0.08% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Traynor Capital Management, Inc. | 14 | 14 | 0.11% | 0.22% | 0.36% | Q4 2015 | Q1 2019 | 14 |
SouthState Corp | 9 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 14 |
Independence Bank of Kentucky | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.10% | 0.13% | Q4 2017 | Q1 2021 | 14 |
Your Advocates Ltd., LLP | 14 | 14 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
CLOUGH CAPITAL PARTNERS L P | 6 | 3 | 0.06% | 1.47% | 3.55% | Q3 2014 | Q2 2023 | 14 |
Colonial Trust Advisors | 8 | 1 | 0.00% | 0.12% | 0.34% | Q4 2014 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 7 | 1 | 0.01% | 0.09% | 0.45% | Q4 2014 | Q3 2023 | 14 |
EXCALIBUR MANAGEMENT CORP | 11 | 3 | 0.16% | 0.53% | 0.68% | Q4 2014 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 10 | 4 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 14 |
Van Hulzen Asset Management, LLC | 11 | 3 | 0.04% | 0.73% | 1.57% | Q1 2015 | Q3 2023 | 14 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 10 | 1 | 0.06% | 0.18% | 0.36% | Q4 2013 | Q3 2023 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q4 2022 | 13 |
Ethic Inc. | 13 | 13 | 0.03% | 0.07% | 0.18% | Q3 2020 | Q3 2023 | 13 |
New England Research & Management, Inc. | 13 | 13 | 0.13% | 0.36% | 0.89% | Q4 2014 | Q4 2017 | 13 |
NKCFO LLC | 13 | 13 | 1.30% | 3.04% | 4.19% | Q3 2020 | Q3 2023 | 13 |
INSIGHT 2811, INC. | 11 | 1 | 0.12% | 1.02% | 1.87% | Q2 2013 | Q3 2022 | 13 |
South Dakota Investment Council | 13 | 13 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q4 2018 | 13 |
NICHOLAS COMPANY, INC. | 13 | 13 | 0.03% | 1.59% | 2.49% | Q2 2013 | Q2 2016 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q2 2019 | 13 |
Private Harbour Investment Management & Counsel, LLC | 13 | 13 | 0.16% | 0.99% | 2.89% | Q4 2014 | Q4 2017 | 13 |
Ballentine Partners, LLC | 11 | 11 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q4 2019 | 13 |
Lombard Odier Asset Management (USA) Corp | 7 | 1 | 0.01% | 0.19% | 0.39% | Q1 2014 | Q4 2020 | 13 |
FRG Family Wealth Advisors LLC | 13 | 13 | 0.09% | 0.42% | 0.76% | Q4 2015 | Q4 2018 | 13 |
BRIDGES INVESTMENT COUNSEL INC/ | 13 | 13 | 0.08% | 0.26% | 0.68% | Q4 2014 | Q4 2017 | 13 |
EQUITEC SPECIALISTS, LLC | 8 | 8 | 0.01% | 0.65% | 4.54% | Q1 2015 | Q4 2016 | 13 |
Dakota Wealth Management | 7 | 6 | 0.18% | 0.34% | 0.54% | Q3 2018 | Q3 2023 | 13 |
Fisher Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 6 | 0.17% | 0.39% | 0.68% | Q1 2013 | Q2 2016 | 13 |
Defender Capital, LLC. | 7 | 1 | 0.06% | 0.97% | 2.33% | Q4 2018 | Q3 2022 | 13 |
Yorktown Management & Research Co Inc | 8 | 1 | 0.05% | 0.47% | 1.13% | Q4 2013 | Q2 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.10% | 0.31% | 0.74% | Q2 2013 | Q2 2016 | 13 |
Arden Trust Co | 13 | 13 | 0.05% | 0.12% | 0.22% | Q2 2019 | Q2 2022 | 13 |
BEDDOW CAPITAL MANAGEMENT INC | 13 | 13 | 1.17% | 1.62% | 1.81% | Q3 2020 | Q3 2023 | 13 |
Bedell Frazier Investment Counselling, LLC | 13 | 13 | 0.48% | 1.14% | 2.06% | Q4 2014 | Q4 2017 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.07% | 0.50% | Q3 2019 | Q3 2022 | 13 |
Orbis Allan Gray Ltd | 9 | 4 | 0.05% | 1.49% | 3.72% | Q1 2016 | Q3 2023 | 13 |
Reitz Capital Advisors LLC | 7 | 1 | 0.08% | 0.29% | 0.37% | Q4 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Westover Capital Advisors, LLC | 8 | 5 | 0.05% | 0.31% | 0.78% | Q1 2014 | Q2 2022 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.03% | 0.20% | 0.67% | Q1 2015 | Q1 2018 | 13 |
SHIKIAR ASSET MANAGEMENT INC | 13 | 13 | 0.20% | 0.74% | 2.03% | Q2 2014 | Q2 2017 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.35% | 0.60% | 0.98% | Q4 2015 | Q4 2018 | 13 |
National Mutual Insurance Federation of Agricultural Cooperatives | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Donald L. Hagan, LLC | 8 | 1 | 0.02% | 0.37% | 0.55% | Q4 2014 | Q3 2023 | 13 |
PALLADIUM PARTNERS LLC | 10 | 3 | 0.01% | 0.11% | 0.39% | Q4 2014 | Q1 2022 | 13 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.69% | 1.59% | Q3 2013 | Q4 2021 | 13 |
Relative Value Partners Group, LLC | 13 | 13 | 0.07% | 0.32% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Cribstone Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 13 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.01% | 0.13% | 0.58% | Q4 2014 | Q4 2020 | 13 |
Westwind Capital | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 13 |
RGT Wealth Advisors, LLC | 11 | 2 | 0.03% | 0.05% | 0.14% | Q3 2016 | Q3 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.10% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 1.12% | 2.96% | Q4 2016 | Q4 2019 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.10% | 0.39% | 0.71% | Q4 2014 | Q4 2017 | 13 |
DELTEC ASSET MANAGEMENT LLC | 13 | 13 | 0.04% | 0.51% | 1.50% | Q4 2014 | Q4 2017 | 13 |
EDGE ASSET MANAGEMENT, INC | 13 | 13 | 0.03% | 0.79% | 1.19% | Q2 2013 | Q2 2016 | 13 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 8 | 5 | 0.16% | 1.72% | 4.41% | Q2 2013 | Q4 2017 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
CHICAGO TRUST Co NA | 8 | 1 | 0.05% | 0.14% | 0.49% | Q1 2015 | Q3 2023 | 13 |
Trek Financial, LLC | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Pasadena Private Wealth, LLC | 13 | 13 | 0.06% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Clark Capital Management Group, Inc. | 12 | 1 | 0.02% | 0.13% | 0.65% | Q2 2013 | Q3 2016 | 13 |
Ellevest, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Coho Partners, Ltd. | 8 | 5 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.28% | 0.43% | 0.64% | Q3 2020 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 7 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2019 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Covenant Multifamily Offices, LLC | 12 | 1 | 0.02% | 0.32% | 0.61% | Q4 2017 | Q3 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Claybrook Capital, LLC | 9 | 1 | 0.01% | 0.77% | 1.16% | Q4 2017 | Q3 2023 | 13 |
QUANTUM CAPITAL MANAGEMENT | 8 | 5 | 0.02% | 0.19% | 0.39% | Q2 2013 | Q3 2020 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.11% | 0.47% | 1.03% | Q2 2013 | Q2 2016 | 13 |
IAG Wealth Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.06% | 0.46% | 1.14% | Q1 2019 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CI Global Investments Inc. | 10 | 2 | 0.07% | 0.88% | 3.29% | Q2 2013 | Q3 2018 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q1 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.09% | 1.77% | 5.65% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Steinberg Global Asset Management | 12 | 12 | 0.03% | 0.19% | 0.49% | Q1 2015 | Q4 2017 | 12 |
Center Coast Capital Advisors, LP | 8 | 4 | 0.00% | 3.00% | 9.04% | Q4 2013 | Q4 2017 | 12 |
MERIDIAN MANAGEMENT CO | 12 | 12 | 0.57% | 1.05% | 1.27% | Q4 2017 | Q3 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.08% | 0.33% | Q3 2019 | Q3 2023 | 12 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 12 | 12 | 0.98% | 2.17% | 2.71% | Q2 2013 | Q1 2016 | 12 |
Westbourne Investment Advisors, Inc. | 9 | 1 | 0.08% | 0.23% | 0.40% | Q2 2015 | Q3 2018 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.10% | 0.52% | 2.17% | Q4 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q4 2021 | 12 |
Natixis Investment Managers International | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2022 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8 | 4 | 0.02% | 0.07% | 0.30% | Q3 2020 | Q3 2023 | 12 |
BERKLEY W R CORP | 12 | 12 | 5.35% | 7.77% | 13.61% | Q4 2020 | Q3 2023 | 12 |
RPG Investment Advisory, LLC | 12 | 12 | 0.33% | 0.55% | 0.76% | Q2 2016 | Q1 2019 | 12 |
Kavar Capital Partners, LLC | 9 | 1 | 0.00% | 0.27% | 0.72% | Q4 2013 | Q2 2019 | 12 |
EASTERN BANK | 7 | 5 | 0.02% | 0.23% | 1.24% | Q1 2015 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.05% | 0.18% | 0.36% | Q4 2014 | Q3 2017 | 12 |
VSR Financial Services, Inc. | 9 | 3 | 0.04% | 0.15% | 0.30% | Q2 2013 | Q2 2016 | 12 |
TRAVELERS COMPANIES, INC. | 12 | 12 | 8.44% | 12.27% | 17.03% | Q4 2014 | Q3 2017 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 12 | 0.06% | 1.19% | 2.15% | Q1 2015 | Q4 2017 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.60% | 1.13% | 1.39% | Q1 2020 | Q4 2022 | 12 |
LSV ASSET MANAGEMENT | 12 | 12 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2020 | 12 |
Vanguard Personalized Indexing Management, LLC | 11 | 1 | 0.03% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.25% | 0.51% | Q4 2015 | Q3 2023 | 12 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.10% | 0.42% | Q1 2014 | Q3 2020 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Gryphon Financial Partners LLC | 12 | 12 | 0.00% | 0.13% | 0.25% | Q4 2017 | Q3 2020 | 12 |
Advisor OS, LLC | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.27% | 0.89% | Q3 2015 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.16% | 0.42% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Apriem Advisors | 11 | 1 | 0.00% | 0.11% | 0.44% | Q3 2014 | Q2 2018 | 12 |
STERLING INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.77% | 1.33% | 2.20% | Q4 2014 | Q3 2017 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.17% | 0.29% | 0.40% | Q4 2019 | Q3 2022 | 12 |
HOHIMER WEALTH MANAGEMENT, LLC | 9 | 3 | 0.04% | 0.37% | 0.73% | Q4 2019 | Q3 2023 | 12 |
Capital World Investors | 11 | 1 | 0.01% | 0.24% | 0.67% | Q2 2013 | Q3 2018 | 12 |
Sciencast Management LP | 2 | 1 | 0.10% | 0.27% | 0.84% | Q4 2015 | Q3 2023 | 12 |
PARK CIRCLE Co | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 12 | 12 | 0.82% | 1.52% | 1.78% | Q4 2020 | Q3 2023 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 11 | 1 | 0.37% | 0.48% | 0.60% | Q3 2020 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.19% | 2.35% | 3.18% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.34% | 0.49% | 0.71% | Q4 2020 | Q3 2023 | 12 |
ICM ASSET MANAGEMENT INC/WA | 12 | 12 | 0.94% | 1.54% | 2.49% | Q2 2013 | Q1 2016 | 12 |
AlphaCrest Capital Management LLC | 7 | 5 | 0.01% | 0.05% | 0.15% | Q1 2019 | Q2 2022 | 12 |
TIAA, FSB | 8 | 2 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2022 | 12 |
Caprock Group, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 1.32% | 1.96% | 2.51% | Q4 2020 | Q3 2023 | 12 |
Kiwi Wealth Investments Limited Partnership | 5 | 2 | 0.08% | 0.33% | 0.77% | Q4 2016 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2020 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.16% | 0.28% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.51% | 0.79% | 0.93% | Q4 2020 | Q3 2023 | 12 |
SNS Financial Group, LLC | 4 | 1 | 0.02% | 0.09% | 0.15% | Q4 2014 | Q3 2020 | 12 |
OFI Advisors LLC | 11 | 1 | 0.05% | 0.14% | 0.25% | Q2 2012 | Q3 2015 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.18% | 0.29% | 0.38% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.56% | 0.70% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Nokota Management, LP | 10 | 10 | 0.09% | 0.85% | 1.57% | Q3 2016 | Q4 2018 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.32% | 0.40% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.52% | 0.63% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.63% | 0.99% | 1.39% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.36% | 1.68% | 1.89% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.02% | 0.09% | 0.18% | Q3 2015 | Q3 2018 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.23% | 0.74% | 1.43% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 0.20% | 0.27% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.04% | 0.13% | 0.29% | Q4 2014 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.14% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 12 |
V Wealth Advisors LLC | 11 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q2 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.10% | 0.31% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
P.A.W. CAPITAL CORP | 12 | 12 | 0.34% | 0.55% | 0.78% | Q1 2014 | Q4 2016 | 12 |
Round Table Services, LLC | 12 | 12 | 0.15% | 0.41% | 0.75% | Q3 2015 | Q2 2018 | 12 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 1 | 0.01% | 0.09% | 0.21% | Q4 2014 | Q3 2018 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.16% | 0.37% | 0.59% | Q4 2016 | Q3 2019 | 12 |
Homrich & Berg | 12 | 12 | 0.07% | 0.14% | 0.31% | Q4 2014 | Q3 2017 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 1 | 0.02% | 0.07% | 0.18% | Q1 2017 | Q4 2022 | 12 |
Capital International, Inc./CA/ | 6 | 1 | 0.00% | 0.06% | 0.45% | Q2 2013 | Q4 2017 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.18% | 0.43% | 0.64% | Q4 2016 | Q3 2019 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 12 | 0.11% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
SMITH ASSET MANAGEMENT GROUP LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.14% | 0.33% | 0.48% | Q4 2016 | Q3 2019 | 12 |
DAVIS R M INC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2017 | 12 |
Waverton Investment Management Ltd | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
FIL Ltd | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.05% | 0.20% | 0.39% | Q2 2013 | Q1 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.26% | 0.62% | 0.94% | Q4 2016 | Q3 2019 | 12 |
Syntal Capital Partners, LLC | 5 | 1 | 0.06% | 0.15% | 0.29% | Q4 2014 | Q2 2019 | 12 |
First Command Financial Services, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 12 |
FACTORY MUTUAL INSURANCE CO | 12 | 12 | 0.14% | 0.35% | 0.48% | Q4 2015 | Q3 2018 | 12 |
First Command Bank | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 12 |
Bray Capital Advisors | 4 | 3 | 0.00% | 0.21% | 0.74% | Q4 2014 | Q3 2022 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q2 2017 | 11 |
Triangle Securities Wealth Management | 11 | 11 | 0.12% | 1.22% | 3.10% | Q2 2013 | Q4 2015 | 11 |
Weaver Consulting Group | 7 | 4 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 11 |
OMERS ADMINISTRATION Corp | 8 | 1 | 0.02% | 0.46% | 0.90% | Q1 2015 | Q1 2021 | 11 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 5 | 0.04% | 0.24% | 0.98% | Q4 2014 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BECKER CAPITAL MANAGEMENT INC | 11 | 11 | 0.44% | 0.76% | 0.97% | Q1 2021 | Q3 2023 | 11 |
Inlet Private Wealth, LLC | 11 | 11 | 0.40% | 0.53% | 0.75% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FIRST NATIONAL BANK SIOUX FALLS | 11 | 11 | 0.16% | 0.28% | 0.42% | Q1 2014 | Q3 2016 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.17% | 0.37% | 0.75% | Q1 2014 | Q1 2017 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 2 | 0.01% | 0.13% | 0.40% | Q1 2014 | Q3 2022 | 11 |
LVW Advisors, LLC | 7 | 4 | 0.10% | 0.35% | 0.92% | Q4 2014 | Q1 2019 | 11 |
Principle Wealth Partners LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 11 |
Merriman Wealth Management, LLC | 11 | 11 | 0.08% | 0.23% | 0.35% | Q2 2016 | Q4 2018 | 11 |
SELZ CAPITAL LLC | 11 | 11 | 4.13% | 5.24% | 6.17% | Q4 2014 | Q2 2017 | 11 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.51% | 1.34% | Q4 2014 | Q2 2023 | 11 |
MATHER GROUP, LLC. | 7 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 10 | 1 | 0.08% | 0.30% | 0.99% | Q2 2013 | Q3 2023 | 11 |
CLINTON GROUP INC | 4 | 1 | 0.01% | 0.24% | 0.64% | Q2 2013 | Q3 2018 | 11 |
TRUST CO OF TOLEDO NA /OH/ | 11 | 11 | 0.05% | 0.20% | 0.50% | Q4 2014 | Q2 2017 | 11 |
CAPITAL ADVISORS INC/OK | 10 | 1 | 0.01% | 0.86% | 2.30% | Q3 2014 | Q2 2017 | 11 |
COBALT CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.31% | 2.11% | 5.14% | Q2 2014 | Q2 2020 | 11 |
Beach Investment Management, LLC. | 5 | 3 | 0.89% | 1.44% | 2.37% | Q1 2015 | Q2 2019 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Redwood Investment Management, LLC | 7 | 4 | 0.14% | 0.19% | 0.23% | Q2 2020 | Q3 2023 | 11 |
Presima Securities ULC | 11 | 11 | 0.13% | 0.31% | 0.50% | Q1 2021 | Q3 2023 | 11 |
EQUITEC PROPRIETARY MARKETS, LLC | 5 | 1 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q4 2021 | 11 |
THORNBURG INVESTMENT MANAGEMENT INC | 11 | 11 | 0.13% | 0.70% | 1.12% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.34% | 0.54% | 0.82% | Q2 2013 | Q4 2015 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.02% | 0.13% | 0.32% | Q3 2013 | Q2 2021 | 11 |
SPINNAKER TRUST | 7 | 4 | 0.14% | 0.18% | 0.24% | Q4 2014 | Q3 2023 | 11 |
Allen Capital Group, LLC | 8 | 3 | 0.02% | 0.14% | 0.39% | Q4 2020 | Q3 2023 | 11 |
Shoker Investment Counsel, Inc. | 11 | 11 | 0.14% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.56% | 0.81% | 1.33% | Q4 2019 | Q2 2022 | 11 |
Charles Schwab Trust Co | 11 | 11 | 0.06% | 0.12% | 0.24% | Q3 2019 | Q1 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Gerstein Fisher | 8 | 3 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2016 | 11 |
WHALEROCK POINT PARTNERS, LLC | 6 | 5 | 0.09% | 0.53% | 1.16% | Q4 2014 | Q3 2017 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2016 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.24% | 0.33% | 0.54% | Q4 2020 | Q2 2023 | 11 |
CFO4Life Group, LLC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MITCHELL SINKLER & STARR/PA | 6 | 5 | 0.18% | 0.44% | 0.77% | Q3 2014 | Q2 2019 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 11 |
FIRST FOUNDATION ADVISORS | 10 | 1 | 0.01% | 0.05% | 0.07% | Q1 2015 | Q3 2020 | 11 |
Brown Miller Wealth Management, LLC | 6 | 5 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Haverford Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 11 |
AQR Arbitrage LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2020 | 11 |
Unigestion Holding SA | 6 | 1 | 0.02% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 11 |
Coe Capital Management, LLC | 8 | 1 | 0.39% | 0.63% | 1.36% | Q2 2013 | Q2 2020 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.05% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Principal Street Partners, LLC | 7 | 1 | 0.06% | 0.16% | 0.35% | Q1 2019 | Q3 2023 | 11 |
STABLEFORD CAPITAL II LLC | 4 | 3 | 0.35% | 0.58% | 0.93% | Q1 2019 | Q4 2022 | 11 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q4 2018 | 11 |
Trust Co | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 11 |
HUSSMAN STRATEGIC ADVISORS, INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2016 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.10% | 0.17% | 0.30% | Q2 2013 | Q4 2015 | 11 |
GOODWIN DANIEL L | 11 | 11 | 0.05% | 0.13% | 0.20% | Q1 2014 | Q3 2016 | 11 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.21% | 0.56% | Q3 2014 | Q3 2021 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.63% | 1.39% | 2.13% | Q2 2013 | Q4 2015 | 11 |
Donoghue Forlines LLC | 8 | 1 | 0.14% | 0.23% | 0.29% | Q1 2019 | Q3 2023 | 11 |
RiverFront Investment Group, LLC | 7 | 4 | 0.19% | 0.36% | 0.71% | Q3 2014 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.07% | 0.41% | Q3 2013 | Q3 2021 | 11 |
Private Wealth Partners, LLC | 7 | 1 | 0.02% | 0.37% | 1.03% | Q2 2013 | Q3 2023 | 11 |
FORVIS Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.06% | 0.29% | 0.85% | Q4 2020 | Q3 2023 | 11 |
CoreFirst Bank & Trust | 8 | 3 | 0.00% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.06% | 0.36% | Q1 2014 | Q1 2018 | 11 |
MITCHELL GROUP INC | 10 | 1 | 2.07% | 3.47% | 4.90% | Q1 2013 | Q1 2019 | 11 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.35% | 0.57% | 0.67% | Q1 2021 | Q3 2023 | 11 |
CARL DOMINO INC | 8 | 3 | 0.12% | 1.03% | 1.55% | Q4 2014 | Q3 2017 | 11 |
SG3 Management, LLC | 7 | 2 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 11 |
Hayek Kallen Investment Management | 11 | 11 | 0.14% | 0.61% | 1.26% | Q4 2014 | Q2 2017 | 11 |
Douglass Winthrop Advisors, LLC | 5 | 1 | 0.00% | 0.62% | 2.43% | Q2 2013 | Q2 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.42% | 0.88% | 1.13% | Q1 2021 | Q3 2023 | 11 |
Hartford Financial Management Inc. | 10 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 11 |
PARK NATIONAL CORP /OH/ | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2017 | 11 |
Yellowstone Partners, LLC | 8 | 2 | 1.72% | 2.29% | 2.89% | Q4 2014 | Q4 2017 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Summit Asset Management, LLC | 9 | 1 | 0.11% | 0.17% | 0.25% | Q3 2014 | Q1 2017 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.11% | 0.22% | 0.42% | Q4 2014 | Q1 2017 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.01% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 10 |
Counsel Portfolio Services Inc. | 10 | 10 | 0.02% | 0.09% | 0.56% | Q2 2013 | Q3 2015 | 10 |
Highstreet Asset Management Inc. | 6 | 1 | 0.03% | 0.24% | 0.40% | Q3 2015 | Q4 2019 | 10 |
Institute for Wealth Management, LLC. | 4 | 2 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2022 | 10 |
Savant Capital, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
Artemis Investment Management LLP | 5 | 2 | 0.01% | 0.11% | 0.44% | Q1 2016 | Q3 2022 | 10 |
Cornerstone Advisors, LLC | 6 | 1 | 0.09% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 6 | 4 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q2 2016 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Granite Investment Advisors, LLC | 9 | 1 | 0.06% | 0.19% | 0.72% | Q1 2015 | Q3 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.00% | 0.37% | 0.98% | Q4 2019 | Q4 2023 | 10 |
Reynders McVeigh Capital Management, LLC | 10 | 10 | 0.24% | 0.38% | 0.53% | Q2 2013 | Q3 2015 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2017 | 10 |
Marcum Wealth, LLC | 7 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Biondo Investment Advisors, LLC | 10 | 10 | 0.54% | 0.70% | 0.87% | Q2 2013 | Q3 2015 | 10 |
Vanguard Capital Wealth Advisors | 9 | 9 | 0.00% | 0.51% | 0.81% | Q3 2021 | Q3 2023 | 10 |
Williams Jones Wealth Management, LLC. | 10 | 10 | 0.00% | 0.04% | 0.14% | Q3 2019 | Q4 2021 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.04% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
B & T Capital Management DBA Alpha Capital Management | 6 | 4 | 0.22% | 0.58% | 0.97% | Q1 2016 | Q3 2020 | 10 |
Westside Investment Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2021 | 10 |
SIR Capital Management, L.P. | 3 | 1 | 0.09% | 1.84% | 3.68% | Q4 2014 | Q2 2022 | 10 |
Copeland Capital Management, LLC | 10 | 10 | 0.12% | 1.26% | 1.95% | Q2 2013 | Q3 2015 | 10 |
Alerus Investment Advisors Corp | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 10 |
Beaumont Asset Management, L.L.C. | 10 | 10 | 0.31% | 0.42% | 0.56% | Q1 2021 | Q2 2023 | 10 |
Signature Financial Management, Inc. | 10 | 10 | 0.31% | 0.52% | 0.98% | Q4 2014 | Q1 2017 | 10 |
LSP Investment Advisors, LLC | 6 | 6 | 2.43% | 4.64% | 9.02% | Q4 2017 | Q1 2019 | 10 |
Arkadios Wealth Advisors | 9 | 1 | 0.01% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 10 |
First Houston Capital, Inc. | 10 | 10 | 0.25% | 1.52% | 3.41% | Q3 2013 | Q4 2015 | 10 |
Neo Ivy Capital Management | 7 | 1 | 0.09% | 0.31% | 0.57% | Q3 2019 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.27% | 1.43% | 3.61% | Q2 2013 | Q3 2015 | 10 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 1 | 0.02% | 0.17% | 0.28% | Q1 2020 | Q3 2023 | 10 |
Alhambra Investment Management LLC | 10 | 10 | 0.55% | 0.65% | 0.74% | Q4 2020 | Q1 2023 | 10 |
Serengeti Asset Management LP | 7 | 1 | 0.67% | 2.78% | 6.08% | Q1 2014 | Q4 2016 | 10 |
MidWestOne Financial Group, Inc. | 6 | 4 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.07% | 0.12% | 0.26% | Q4 2019 | Q2 2022 | 10 |
TAMRO Capital Partners LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Disciplined Investments, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 10 |
Pineno Levin & Ford Asset Management, Inc. | 10 | 10 | 0.30% | 0.96% | 1.21% | Q3 2019 | Q4 2021 | 10 |
PIERSHALE FINANCIAL GROUP, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 10 |
Clearstead Trust, LLC | 10 | 10 | 0.15% | 0.57% | 0.90% | Q4 2016 | Q1 2019 | 10 |
OSTERWEIS CAPITAL MANAGEMENT INC | 10 | 10 | 0.50% | 0.65% | 0.78% | Q2 2013 | Q3 2015 | 10 |
OAK FAMILY ADVISORS, LLC | 10 | 10 | 1.01% | 1.72% | 3.24% | Q4 2020 | Q1 2023 | 10 |
Aft, Forsyth & Sober, LLC | 9 | 1 | 0.35% | 0.47% | 0.56% | Q1 2021 | Q3 2023 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Bristol Advisors, LLC | 8 | 1 | 0.00% | 0.29% | 0.57% | Q4 2016 | Q1 2019 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.09% | 0.40% | 0.92% | Q2 2020 | Q2 2023 | 10 |
Waverly Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.08% | 0.20% | 0.36% | Q2 2010 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Stearns Financial Services Group | 5 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q3 2020 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.06% | 0.37% | Q4 2022 | Q3 2023 | 10 |
Phocas Financial Corp. | 5 | 1 | 0.01% | 0.21% | 0.52% | Q4 2014 | Q2 2019 | 10 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 1.31% | 4.96% | Q1 2013 | Q4 2014 | 10 |
BEACONLIGHT CAPITAL, LLC | 4 | 1 | 1.03% | 2.97% | 5.92% | Q4 2015 | Q2 2019 | 10 |
TREMBLANT CAPITAL GROUP | 6 | 3 | 0.78% | 1.24% | 2.14% | Q2 2013 | Q2 2019 | 10 |
Bank OZK | 8 | 2 | 0.10% | 0.31% | 0.58% | Q4 2013 | Q1 2018 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.14% | 0.42% | 0.90% | Q2 2013 | Q3 2015 | 10 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q4 2020 | 10 |
Harvest Fund Management Co., Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.10% | 0.16% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Independent Portfolio Consultants, Inc. | 10 | 10 | 0.00% | 0.08% | 0.36% | Q1 2015 | Q2 2017 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Exchange Capital Management, Inc. | 9 | 1 | 0.00% | 0.10% | 0.19% | Q1 2015 | Q4 2017 | 10 |
LOEWS CORP | 9 | 1 | 0.02% | 0.11% | 0.17% | Q4 2015 | Q1 2020 | 10 |
ATALANTA SOSNOFF CAPITAL, LLC | 5 | 5 | 0.04% | 0.81% | 1.83% | Q3 2014 | Q1 2017 | 10 |
STRALEM & CO INC | 10 | 10 | 1.78% | 2.27% | 2.76% | Q1 2018 | Q2 2020 | 10 |
Trellus Management Company, LLC | 6 | 1 | 0.74% | 1.33% | 1.95% | Q2 2013 | Q4 2017 | 10 |
FLAHERTY & CRUMRINE INC | 10 | 10 | 1.56% | 22.70% | 40.55% | Q1 2016 | Q2 2018 | 10 |
BROADVIEW ADVISORS LLC | 10 | 10 | 0.03% | 0.13% | 0.46% | Q4 2016 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FORT PITT CAPITAL GROUP INC | 10 | 10 | 0.36% | 1.78% | 2.66% | Q2 2013 | Q3 2015 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.07% | 0.09% | 0.10% | Q3 2016 | Q4 2018 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.02% | 0.11% | 0.31% | Q4 2016 | Q1 2019 | 10 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q1 2021 | 10 |
Simmons Bank | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2015 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.72% | 1.41% | 2.01% | Q2 2021 | Q3 2023 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.03% | 0.22% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 10 |
Penserra Capital Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 10 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 4 | 0.00% | 0.06% | 0.18% | Q2 2014 | Q2 2019 | 10 |
WIMMER ASSOCIATES 1, LLC | 10 | 10 | 0.15% | 0.35% | 0.56% | Q4 2015 | Q1 2018 | 10 |
Zurich Insurance Group Ltd/FI | 6 | 2 | 0.11% | 0.19% | 0.36% | Q4 2015 | Q3 2019 | 10 |
CrestPoint Capital Management, LLC | 5 | 2 | 0.14% | 0.39% | 0.76% | Q4 2013 | Q4 2017 | 10 |
FIRST MIDWEST BANK TRUST DIVISION | 10 | 10 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q3 2015 | 10 |
SAGE FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 10 |
Venturi Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 10 |
Cedar Wealth Management, LLC | 7 | 3 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q3 2019 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 10 |
EARNEST PARTNERS LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 10 |
BLUESTEIN R H & CO LLC | 7 | 1 | 0.01% | 0.12% | 0.99% | Q2 2013 | Q3 2017 | 10 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.01% | 0.17% | 0.50% | Q2 2015 | Q2 2022 | 10 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 10 | 10 | 1.49% | 2.57% | 3.80% | Q4 2013 | Q1 2016 | 10 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.02% | 0.38% | 1.92% | Q2 2013 | Q1 2019 | 10 |
STUYVESANT CAPITAL MANAGEMENT | 10 | 10 | 0.56% | 0.71% | 0.91% | Q2 2013 | Q3 2015 | 10 |
DAVIDSON & GARRARD INC | 9 | 1 | 0.05% | 0.24% | 0.60% | Q3 2014 | Q1 2017 | 10 |
Jupiter Investment Management Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2019 | 10 |
REINHART PARTNERS, LLC. | 10 | 10 | 0.12% | 1.24% | 2.15% | Q2 2013 | Q3 2015 | 10 |
BANK HAPOALIM BM | 8 | 2 | 0.05% | 0.09% | 0.14% | Q4 2015 | Q2 2019 | 10 |
CAMBRIDGE TRUST CO | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 10 |
Regal Wealth Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Mendel Money Management | 7 | 3 | 0.12% | 0.84% | 2.47% | Q4 2014 | Q3 2023 | 10 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CARLSON CAPITAL L P | 4 | 1 | 0.01% | 0.10% | 0.22% | Q3 2014 | Q3 2020 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 0.66% | 0.96% | 1.24% | Q2 2013 | Q3 2015 | 10 |
JOHN G ULLMAN & ASSOCIATES INC | 8 | 2 | 0.16% | 0.23% | 0.45% | Q4 2018 | Q3 2023 | 10 |
PECONIC PARTNERS LLC | 4 | 1 | 0.02% | 2.22% | 6.68% | Q3 2016 | Q2 2022 | 10 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 10 | 10 | 0.46% | 1.88% | 3.03% | Q1 2018 | Q2 2020 | 10 |
Curbstone Financial Management Corp | 7 | 3 | 0.12% | 0.18% | 0.32% | Q1 2015 | Q3 2017 | 10 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.03% | 0.23% | 0.59% | Q2 2018 | Q3 2023 | 10 |
Autus Asset Management, LLC | 9 | 1 | 0.06% | 0.64% | 0.90% | Q2 2013 | Q4 2015 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 10 |
Soroban Capital Partners LP | 4 | 3 | 0.78% | 3.43% | 9.38% | Q2 2013 | Q1 2016 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Costello Asset Management, INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Global Thematic Partners, LLC | 10 | 10 | 0.97% | 2.01% | 2.54% | Q3 2013 | Q4 2015 | 10 |
Pure Financial Advisors, LLC | 4 | 1 | 0.01% | 0.09% | 0.20% | Q4 2014 | Q4 2021 | 9 |
BBR PARTNERS, LLC | 7 | 1 | 0.04% | 0.25% | 0.33% | Q1 2015 | Q3 2023 | 9 |
Euclid Advisors LLC | 6 | 1 | 0.01% | 0.21% | 0.89% | Q2 2013 | Q2 2016 | 9 |
Omnia Family Wealth, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 9 |
CNA FINANCIAL CORP | 9 | 9 | 0.99% | 1.60% | 2.30% | Q1 2018 | Q1 2020 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.28% | 0.35% | 0.38% | Q4 2020 | Q4 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.08% | 0.12% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.29% | 0.48% | 0.56% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PENN INVESTORS TRUST CO /PA | 6 | 3 | 0.03% | 0.17% | 0.42% | Q3 2013 | Q1 2016 | 9 |
Lehman & Derafelo Financial Resources LLC | 9 | 9 | 0.08% | 0.10% | 0.10% | Q4 2020 | Q4 2022 | 9 |
MYCIO WEALTH PARTNERS, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q1 2017 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Ilmarinen Mutual Pension Insurance Co | 5 | 2 | 0.02% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q4 2016 | 9 |
Main Street Research LLC | 6 | 3 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q4 2021 | 9 |
GILDER GAGNON HOWE & CO LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2016 | 9 |
Rollins Financial | 8 | 1 | 0.07% | 0.26% | 0.77% | Q2 2021 | Q3 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 9 |
HNP Capital LLC | 9 | 9 | 0.23% | 0.39% | 0.53% | Q1 2021 | Q1 2023 | 9 |
Fiera Capital Corp | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 9 |
Kessler Investment Group, LLC | 5 | 4 | 0.40% | 1.14% | 1.82% | Q1 2016 | Q1 2020 | 9 |
OmniStar Financial Group, Inc. | 9 | 9 | 0.53% | 0.75% | 0.87% | Q3 2021 | Q3 2023 | 9 |
Zimmer Partners, LP | 8 | 1 | 0.06% | 2.32% | 5.69% | Q3 2014 | Q1 2017 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2023 | 9 |
SpiderRock Advisors, LLC | 3 | 2 | 0.02% | 0.16% | 0.78% | Q1 2017 | Q1 2019 | 9 |
UNIVERSITY OF NOTRE DAME DU LAC | 9 | 9 | 1.39% | 2.56% | 3.67% | Q1 2018 | Q1 2020 | 9 |
Forty4 Asset Management LLC | 3 | 3 | 0.00% | 0.13% | 0.46% | Q2 2013 | Q4 2013 | 9 |
Spectrum Asset Management, Inc. (NB/CA) | 9 | 9 | 0.62% | 0.95% | 1.21% | Q1 2021 | Q1 2023 | 9 |
Terra Nova Asset Management LLC | 6 | 3 | 0.23% | 1.53% | 3.33% | Q1 2015 | Q4 2018 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
West Coast Financial LLC | 8 | 1 | 0.05% | 0.20% | 0.42% | Q1 2015 | Q2 2018 | 9 |
Caption Management, LLC | 4 | 1 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q2 2023 | 9 |
Geneva Partners, LLC | 9 | 9 | 0.20% | 0.45% | 0.76% | Q1 2021 | Q1 2023 | 9 |
CHIRON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.15% | 0.19% | Q3 2020 | Q2 2023 | 9 |
Reliant Investment Management, LLC | 8 | 1 | 0.08% | 1.72% | 2.71% | Q1 2019 | Q2 2021 | 9 |
Crescent Grove Advisors, LLC | 9 | 9 | 0.06% | 0.07% | 0.10% | Q2 2017 | Q2 2019 | 9 |
Bruderman Asset Management, LLC | 7 | 2 | 0.01% | 1.10% | 3.95% | Q1 2015 | Q1 2019 | 9 |
Choate Investment Advisors | 5 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.07% | 0.17% | Q3 2015 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.33% | 0.50% | 0.68% | Q3 2021 | Q3 2023 | 9 |
BBVA USA Bancshares, Inc. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q1 2020 | 9 |
Fruth Investment Management | 8 | 1 | 0.10% | 0.15% | 0.18% | Q1 2015 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.27% | 0.50% | Q2 2013 | Q2 2015 | 9 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 5 | 4 | 0.16% | 0.77% | 1.29% | Q2 2013 | Q4 2015 | 9 |
Cubic Asset Management, LLC | 5 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 9 |
STANSBERRY ASSET MANAGEMENT, LLC | 8 | 1 | 0.15% | 0.40% | 0.64% | Q4 2017 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.03% | 0.17% | 0.25% | Q4 2017 | Q1 2020 | 9 |
WESPAC Advisors, LLC | 3 | 3 | 0.31% | 1.40% | 2.32% | Q4 2014 | Q4 2022 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.02% | 0.09% | 0.18% | Q4 2017 | Q4 2019 | 9 |
Fairholme Capital Management | 9 | 9 | 0.37% | 0.87% | 1.26% | Q3 2020 | Q3 2022 | 9 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 9 | 9 | 0.08% | 0.18% | 0.33% | Q1 2021 | Q1 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
WELCH & FORBES LLC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2021 | 9 |
Gladstone Institutional Advisory LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 9 |
CEDAR HILL ASSOCIATES, LLC | 6 | 3 | 0.04% | 0.81% | 1.82% | Q4 2014 | Q1 2018 | 9 |
Daiwa SB Investments Ltd. | 9 | 9 | 0.22% | 0.37% | 0.51% | Q3 2014 | Q3 2016 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Chesapeake Wealth Management | 9 | 9 | 0.06% | 0.25% | 0.44% | Q2 2019 | Q2 2021 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.02% | 0.14% | 0.34% | Q4 2016 | Q3 2023 | 9 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.00% | 0.08% | 0.36% | Q1 2017 | Q4 2019 | 9 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.22% | 0.47% | Q1 2014 | Q2 2020 | 9 |
CCM INVESTMENT ADVISERS LLC | 9 | 9 | 0.05% | 0.20% | 0.44% | Q4 2014 | Q4 2016 | 9 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 3 | 0.03% | 0.15% | 0.24% | Q4 2014 | Q3 2023 | 9 |
CROFT-LEOMINSTER INC | 9 | 9 | 0.39% | 0.63% | 0.75% | Q4 2015 | Q4 2017 | 9 |
Providence Capital Advisors, LLC | 5 | 4 | 0.00% | 0.53% | 1.24% | Q4 2017 | Q3 2023 | 9 |
UNIVEST FINANCIAL Corp | 5 | 1 | 0.06% | 0.15% | 0.24% | Q1 2016 | Q3 2023 | 9 |
Hoxton Financial, Inc. | 6 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2016 | 9 |
Rothschild & Co Wealth Management UK Ltd | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2016 | 9 |
Integrated Wealth Management | 9 | 9 | 0.13% | 0.37% | 0.72% | Q1 2015 | Q1 2017 | 9 |
Capital Advantage, Inc. | 8 | 1 | 0.03% | 0.11% | 0.19% | Q4 2014 | Q3 2018 | 9 |
TRUE Private Wealth Advisors | 7 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 9 |
TRUST CO OF VIRGINIA /VA | 6 | 3 | 0.02% | 0.33% | 0.67% | Q3 2014 | Q2 2022 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.10% | 0.42% | 1.40% | Q4 2013 | Q4 2015 | 9 |
RETIREMENT CAPITAL STRATEGIES | 9 | 9 | 0.11% | 0.20% | 0.31% | Q4 2014 | Q4 2016 | 9 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2019 | 9 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 1 | 0.35% | 1.17% | 1.66% | Q1 2015 | Q2 2021 | 9 |
MUFG Securities EMEA plc | 6 | 1 | 0.00% | 0.15% | 0.86% | Q2 2015 | Q3 2020 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 9 |
River Wealth Advisors LLC | 4 | 2 | 0.01% | 0.06% | 0.21% | Q1 2015 | Q1 2023 | 9 |
AMG Funds LLC | 9 | 9 | 0.30% | 2.09% | 3.29% | Q3 2018 | Q3 2020 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.15% | 0.26% | 0.39% | Q4 2014 | Q4 2016 | 9 |
PVG ASSET MANAGEMENT CORP | 4 | 2 | 0.64% | 1.04% | 1.93% | Q1 2018 | Q4 2022 | 9 |
BRR OpCo, LLC | 9 | 9 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q2 2015 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 9 | 9 | 0.34% | 0.79% | 1.09% | Q3 2021 | Q3 2023 | 9 |
LUMINUS MANAGEMENT LLC | 5 | 1 | 0.24% | 0.71% | 1.25% | Q3 2014 | Q4 2018 | 9 |
Pekin Hardy Strauss, Inc. | 4 | 1 | 0.03% | 0.13% | 0.31% | Q1 2013 | Q1 2020 | 9 |
VECTOR WEALTH MANAGEMENT, LLC | 9 | 9 | 0.23% | 0.31% | 0.54% | Q4 2014 | Q4 2016 | 9 |
Osborn Williams & Donohoe LLC | 5 | 4 | 0.07% | 0.08% | 0.11% | Q4 2014 | Q1 2020 | 9 |
AGRAN LIBBIE | 7 | 2 | 0.81% | 1.57% | 2.25% | Q4 2014 | Q1 2017 | 9 |
Wesleyan Assurance Society | 5 | 4 | 0.15% | 0.23% | 0.31% | Q1 2019 | Q2 2021 | 9 |
Grisanti Capital Management LLC | 9 | 9 | 0.64% | 1.59% | 7.29% | Q3 2013 | Q3 2015 | 9 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.08% | 0.25% | 0.42% | Q4 2015 | Q1 2018 | 9 |
Qtron Investments LLC | 5 | 2 | 0.04% | 0.22% | 0.40% | Q1 2019 | Q2 2023 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.07% | 0.26% | Q4 2018 | Q2 2023 | 9 |
Meridian Wealth Advisors, LLC | 8 | 1 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q4 2022 | 9 |
Sabal Trust CO | 6 | 3 | 0.02% | 1.27% | 2.57% | Q4 2014 | Q2 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 9 |
MEYER HANDELMAN CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2016 | 9 |
Willingdon Wealth Management | 7 | 1 | 0.00% | 2.05% | 3.76% | Q4 2013 | Q3 2019 | 9 |
Financial Enhancement Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 1 | 0.07% | 0.50% | 0.97% | Q1 2018 | Q3 2022 | 9 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DEPRINCE RACE & ZOLLO INC | 8 | 8 | 0.72% | 0.76% | 0.80% | Q2 2013 | Q1 2015 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 1.44% | 1.93% | 2.16% | Q4 2021 | Q3 2023 | 8 |
INTRUST BANK NA | 4 | 1 | 0.07% | 0.10% | 0.11% | Q1 2015 | Q2 2017 | 8 |
NORTH STAR ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2017 | 8 |
CAPITAL INTERNATIONAL LTD /CA/ | 7 | 1 | 0.01% | 0.17% | 0.76% | Q2 2013 | Q1 2016 | 8 |
GREAT LAKES ADVISORS, LLC | 7 | 1 | 0.01% | 0.08% | 0.13% | Q4 2014 | Q4 2019 | 8 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 3 | 0.03% | 0.13% | 0.28% | Q1 2017 | Q2 2019 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.28% | 0.44% | 0.63% | Q4 2015 | Q3 2017 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.02% | 0.37% | 0.73% | Q3 2014 | Q4 2019 | 8 |
UBS OCONNOR LLC | 5 | 1 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q4 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
REGENTATLANTIC CAPITAL LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 8 |
MENLO ADVISORS LLC | 8 | 8 | 0.27% | 2.01% | 2.66% | Q1 2019 | Q4 2020 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.02% | 0.10% | 0.26% | Q1 2020 | Q4 2021 | 8 |
TAURUS ASSET MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.18% | 0.32% | Q2 2013 | Q3 2015 | 8 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 8 |
Matthew 25 Management Corp | 8 | 8 | 0.50% | 1.21% | 2.44% | Q2 2013 | Q1 2015 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2019 | 8 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 8 | 8 | 0.51% | 0.76% | 1.05% | Q4 2021 | Q3 2023 | 8 |
PREMIER ASSET MANAGEMENT LLC | 6 | 2 | 0.13% | 0.42% | 2.11% | Q1 2015 | Q4 2019 | 8 |
Ecofin Advisors Ltd | 3 | 2 | 0.52% | 2.86% | 7.40% | Q2 2013 | Q2 2017 | 8 |
HARBER ASSET MANAGEMENT LLC | 7 | 1 | 1.89% | 4.15% | 6.20% | Q4 2017 | Q2 2020 | 8 |
Laurel Grove Capital, LLC | 8 | 8 | 0.54% | 1.05% | 1.45% | Q4 2013 | Q3 2015 | 8 |
L & S Advisors Inc | 4 | 1 | 0.09% | 0.62% | 2.45% | Q2 2013 | Q4 2022 | 8 |
SMITH HAYES Advisers, Inc | 8 | 8 | 0.08% | 0.49% | 0.83% | Q2 2014 | Q1 2016 | 8 |
Grace Capital | 6 | 1 | 0.01% | 0.81% | 2.52% | Q4 2014 | Q3 2019 | 8 |
NorthCoast Asset Management LLC | 7 | 1 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q3 2021 | 8 |
Freedom Day Solutions, LLC | 8 | 8 | 0.11% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.10% | 0.31% | Q4 2015 | Q3 2023 | 8 |
WMS Partners, LLC | 8 | 8 | 0.03% | 0.72% | 1.72% | Q4 2014 | Q3 2016 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.13% | 0.24% | 0.36% | Q4 2014 | Q3 2016 | 8 |
Absolute Return Capital, LLC | 6 | 1 | 0.10% | 0.23% | 0.34% | Q2 2013 | Q3 2015 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.30% | 0.48% | Q2 2019 | Q3 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q2 2023 | 8 |
Pinkerton Retirement Specialists, LLC | 6 | 2 | 0.00% | 0.74% | 2.59% | Q4 2014 | Q4 2016 | 8 |
Pendal Group Ltd | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q4 2022 | 8 |
Third Security, LLC | 6 | 2 | 0.22% | 1.24% | 2.91% | Q3 2020 | Q3 2022 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 4 | 1 | 0.04% | 0.21% | 0.33% | Q3 2013 | Q2 2020 | 8 |
Lourd Capital, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2013 | Q3 2015 | 8 |
Corbenic Partners LLC | 6 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2021 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.10% | 0.17% | 0.21% | Q2 2018 | Q1 2020 | 8 |
RELIANCE TRUST CO OF DELAWARE | 6 | 1 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q1 2019 | 8 |
Samson Capital Management, LLC | 5 | 3 | 2.55% | 6.79% | 13.37% | Q1 2015 | Q2 2019 | 8 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.06% | 0.24% | 0.50% | Q3 2014 | Q3 2020 | 8 |
Coronation Fund Managers Ltd. | 6 | 2 | 0.10% | 0.28% | 0.46% | Q1 2019 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.18% | 0.51% | 1.35% | Q4 2013 | Q3 2015 | 8 |
Fragasso Group Inc. | 6 | 1 | 0.06% | 0.11% | 0.26% | Q1 2015 | Q2 2017 | 8 |
Concorde Asset Management, LLC | 5 | 3 | 0.09% | 0.18% | 0.37% | Q4 2014 | Q4 2021 | 8 |
Blue Chip Partners, LLC | 4 | 1 | 0.03% | 0.20% | 0.50% | Q4 2014 | Q4 2019 | 8 |
Bison Wealth, LLC | 4 | 2 | 0.08% | 0.50% | 0.95% | Q4 2014 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 7 | 1 | 0.03% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 8 |
Elgethun Capital Management | 8 | 8 | 0.76% | 1.33% | 1.67% | Q4 2016 | Q3 2018 | 8 |
Appaloosa LP | 7 | 1 | 0.12% | 1.20% | 1.92% | Q1 2016 | Q4 2020 | 8 |
Integrated Advisors Network LLC | 5 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 8 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2016 | 8 |
Pettinga Financial Advisors LLC | 4 | 1 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 8 |
Varma Mutual Pension Insurance Co | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Keeley-Teton Advisors, LLC | 8 | 8 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q4 2021 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.05% | 0.11% | 0.22% | Q4 2016 | Q2 2019 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q4 2018 | 8 |
FLC Capital Advisors | 6 | 2 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q2 2023 | 8 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 8 |
Columbus Macro, LLC | 8 | 8 | 0.49% | 0.58% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Ellenbecker Investment Group | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 8 |
Alera Investment Advisors, LLC | 6 | 2 | 0.05% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 8 |
Voit & Company, LLC | 8 | 8 | 0.30% | 0.69% | 1.13% | Q4 2018 | Q3 2020 | 8 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
KG&L Capital Management,LLC | 8 | 8 | 0.08% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cinctive Capital Management LP | 4 | 1 | 0.19% | 0.65% | 1.58% | Q1 2020 | Q3 2023 | 8 |
Stonehage Fleming (UK) Ltd | 7 | 1 | 0.22% | 0.36% | 0.48% | Q4 2013 | Q4 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.05% | 0.28% | 0.56% | Q4 2019 | Q3 2021 | 8 |
XML Financial, LLC | 5 | 3 | 0.36% | 0.59% | 0.71% | Q3 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.50% | 0.65% | 0.84% | Q4 2019 | Q3 2023 | 8 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 8 |
Total Clarity Wealth Management, Inc. | 7 | 1 | 0.00% | 0.68% | 0.89% | Q1 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Veracity Capital LLC | 8 | 8 | 0.27% | 0.41% | 0.54% | Q2 2021 | Q1 2023 | 8 |
Intrua Financial, LLC | 7 | 1 | 0.07% | 0.15% | 0.22% | Q2 2020 | Q1 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.62% | 0.89% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Phoenix Wealth Advisors | 8 | 8 | 0.13% | 0.18% | 0.24% | Q4 2020 | Q3 2022 | 8 |
Fractal Investments LLC | 8 | 8 | 0.91% | 1.14% | 1.83% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.03% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 2.22% | 2.47% | 2.70% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.38% | 0.48% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 1.92% | 2.30% | 2.60% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 0.19% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.20% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.15% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.10% | 0.22% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.34% | 0.40% | 0.49% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.05% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.31% | 0.57% | 0.82% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.22% | 0.41% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.22% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.21% | 0.45% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.60% | 0.88% | 0.98% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 2.15% | 2.79% | 3.03% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.36% | 0.52% | 0.64% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
BANCORPSOUTH INC | 6 | 2 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q4 2016 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.13% | 0.21% | 0.39% | Q2 2013 | Q1 2015 | 8 |
ACCOUNT MANAGEMENT LLC | 8 | 8 | 2.44% | 3.39% | 4.10% | Q3 2013 | Q2 2015 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.28% | 0.48% | 0.68% | Q4 2015 | Q3 2017 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Aristotle Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
WENDELL DAVID ASSOCIATES INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CADINHA & CO LLC | 8 | 8 | 0.09% | 1.30% | 2.63% | Q4 2013 | Q3 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2021 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.09% | 0.41% | 1.38% | Q2 2013 | Q1 2015 | 8 |
Princeton Global Asset Management LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 7 |
ArrowMark Colorado Holdings LLC | 6 | 1 | 0.00% | 0.09% | 0.16% | Q4 2014 | Q3 2016 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 7 |
Atlas Private Wealth Advisors | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 7 |
Pearl River Capital, LLC | 2 | 1 | 0.06% | 0.15% | 0.47% | Q4 2018 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 3 | 0.17% | 0.40% | 0.72% | Q2 2019 | Q3 2023 | 7 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.01% | 0.08% | 0.28% | Q1 2019 | Q3 2019 | 7 |
Vista Private Wealth Partners. LLC | 5 | 1 | 0.11% | 0.14% | 0.19% | Q1 2018 | Q3 2021 | 7 |
BRYN MAWR TRUST Co | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.33% | 0.50% | 0.58% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.11% | Q4 2016 | Q2 2018 | 7 |
CLEARBRIDGE, LLC | 6 | 1 | 0.09% | 1.86% | 3.31% | Q2 2013 | Q4 2018 | 7 |
Family Management Corp | 6 | 1 | 0.50% | 1.18% | 1.50% | Q2 2013 | Q4 2015 | 7 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q2 2023 | 7 |
Capital International Sarl | 6 | 1 | 0.01% | 0.11% | 0.41% | Q2 2013 | Q4 2015 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.22% | 0.95% | Q2 2013 | Q3 2015 | 7 |
Autumn Glory Partners, LLC | 6 | 1 | 0.11% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Visionary Asset Management, Inc. | 3 | 1 | 0.20% | 0.68% | 1.15% | Q3 2013 | Q3 2016 | 7 |
Visium Asset Management, LP | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q4 2015 | 7 |
FIRST UNITED BANK & TRUST | 7 | 7 | 0.80% | 1.14% | 1.32% | Q1 2014 | Q3 2015 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 7 | 7 | 0.30% | 1.12% | 1.72% | Q2 2014 | Q4 2015 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Bridgewater Advisors Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
TruWealth Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WESPAC Advisors SoCal, LLC | 4 | 3 | 0.00% | 1.44% | 2.63% | Q2 2016 | Q4 2019 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.13% | 0.69% | 1.64% | Q4 2014 | Q2 2016 | 7 |
Strategic Advisors LLC | 5 | 2 | 0.12% | 0.24% | 0.46% | Q2 2015 | Q4 2019 | 7 |
Verity & Verity, LLC | 6 | 1 | 0.08% | 0.13% | 0.18% | Q3 2015 | Q1 2020 | 7 |
Perella Weinberg Partners Capital Management LP | 6 | 1 | 0.09% | 0.68% | 1.35% | Q2 2013 | Q2 2019 | 7 |
ASSET ADVISORS CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 7 |
Bristlecone Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.02% | 0.46% | 1.06% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Airain ltd | 3 | 1 | 0.05% | 0.37% | 1.20% | Q3 2013 | Q2 2017 | 7 |
CAMDEN ASSET MANAGEMENT L P /CA | 7 | 7 | 0.15% | 0.54% | 0.75% | Q4 2016 | Q2 2018 | 7 |
Aurora Investment Counsel | 7 | 7 | 1.12% | 1.22% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Burleson & Company, LLC | 4 | 3 | 0.00% | 0.44% | 1.59% | Q4 2017 | Q4 2022 | 7 |
Permit Capital, LLC | 7 | 7 | 0.04% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Busey Bank | 4 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q1 2020 | 7 |
Detalus Advisors, LLC | 6 | 1 | 0.23% | 0.26% | 0.30% | Q3 2021 | Q3 2023 | 7 |
Nelson Capital Management, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 7 |
Soros Fund Management | 2 | 1 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q2 2022 | 7 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.00% | 0.12% | 0.15% | Q2 2014 | Q4 2021 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.00% | 0.34% | 0.61% | Q3 2014 | Q1 2016 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COWEN INC. | 2 | 1 | 0.00% | 0.11% | 0.67% | Q3 2014 | Q3 2018 | 7 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.08% | 0.27% | Q4 2017 | Q1 2022 | 7 |
FORSTA AP-FONDEN | 5 | 2 | 0.16% | 0.65% | 1.42% | Q4 2016 | Q4 2019 | 7 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.14% | 0.96% | 1.92% | Q2 2014 | Q1 2016 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.19% | 0.38% | 0.49% | Q1 2014 | Q3 2015 | 7 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.20% | 0.35% | Q3 2014 | Q3 2022 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MAVERICK CAPITAL LTD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 5 | 2 | 0.02% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 7 |
FT Options LLC | 5 | 5 | 0.00% | 0.06% | 0.30% | Q4 2015 | Q4 2016 | 7 |
GeoWealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
DINSMORE CAPITAL MANAGEMENT CO/NJ | 7 | 7 | 0.54% | 0.66% | 0.74% | Q1 2014 | Q3 2015 | 7 |
Cove Street Capital, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.25% | 0.30% | 0.32% | Q4 2021 | Q2 2023 | 7 |
Gyon Technologies Capital Management, LP | 7 | 7 | 0.05% | 0.22% | 0.37% | Q3 2020 | Q1 2022 | 7 |
Whitegate Investment Counselors, Inc. | 6 | 1 | 0.06% | 0.25% | 0.39% | Q1 2014 | Q3 2017 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.57% | 0.91% | 1.25% | Q1 2020 | Q3 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.14% | 0.41% | Q2 2013 | Q4 2014 | 7 |
BRIGHTON JONES LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2019 | 7 |
ARS Wealth Advisors, LLC | 3 | 1 | 0.12% | 0.26% | 1.08% | Q4 2013 | Q1 2017 | 7 |
TCF National Bank | 7 | 7 | 0.02% | 0.06% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Park Avenue Institutional Advisers LLC | 5 | 2 | 0.15% | 1.48% | 5.26% | Q2 2015 | Q4 2017 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 3 | 0.01% | 0.28% | 0.75% | Q3 2014 | Q4 2019 | 7 |
CT Financial Advisors LLC | 6 | 1 | 0.03% | 0.07% | 0.11% | Q1 2014 | Q1 2016 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Perpetual Investment Management Ltd | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MinichMacGregor Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2022 | 7 |
Kovitz Investment Group Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 7 |
FAGAN ASSOCIATES, INC. | 6 | 1 | 0.12% | 0.33% | 0.60% | Q2 2021 | Q1 2023 | 7 |
MHI Funds, LLC | 7 | 7 | 0.20% | 0.24% | 0.35% | Q4 2017 | Q2 2019 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Leonard Capital Management, Inc. | 6 | 1 | 1.10% | 1.31% | 1.47% | Q1 2014 | Q4 2015 | 7 |
Machina Capital S.A.S. | 3 | 1 | 0.07% | 0.51% | 1.01% | Q4 2018 | Q3 2023 | 7 |
Hedeker Wealth, LLC | 5 | 2 | 0.10% | 0.78% | 1.15% | Q2 2016 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.27% | 1.66% | 8.70% | Q2 2013 | Q4 2014 | 7 |
Stack Financial Management, Inc | 7 | 7 | 0.63% | 1.41% | 1.68% | Q2 2014 | Q4 2015 | 7 |
OPUS INVESTMENT MANAGEMENT INC | 7 | 7 | 0.31% | 0.57% | 0.79% | Q2 2014 | Q4 2015 | 7 |
Mountain Lake Investment Management LLC | 7 | 7 | 0.67% | 4.13% | 11.69% | Q1 2014 | Q3 2015 | 7 |
ARS Investment Partners, LLC | 4 | 3 | 0.04% | 1.04% | 3.23% | Q2 2013 | Q2 2015 | 7 |
Benin Management CORP | 7 | 7 | 0.13% | 0.40% | 0.52% | Q2 2013 | Q4 2014 | 7 |
REAVES W H & CO INC | 7 | 7 | 0.02% | 0.42% | 1.24% | Q2 2014 | Q4 2015 | 7 |
EASTERLY INVESTMENT PARTNERS LLC | 7 | 7 | 0.03% | 0.10% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Princeton Alpha Management LP | 3 | 1 | 0.04% | 0.22% | 0.48% | Q1 2014 | Q1 2017 | 7 |
Platform Technology Partners | 5 | 2 | 0.09% | 0.25% | 0.45% | Q4 2019 | Q3 2021 | 7 |
Citizens Business Bank | 4 | 1 | 0.03% | 0.12% | 0.21% | Q4 2014 | Q3 2023 | 7 |
CHASE INVESTMENT COUNSEL CORP | 7 | 7 | 0.15% | 0.85% | 1.50% | Q1 2022 | Q3 2023 | 7 |
Aldebaran Financial Inc. | 7 | 7 | 0.17% | 0.38% | 0.64% | Q4 2014 | Q2 2016 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q4 2022 | 7 |
OARSMAN CAPITAL, INC. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2023 | 7 |
CastleArk Alternatives, LLC | 7 | 7 | 2.39% | 4.03% | 5.61% | Q4 2018 | Q2 2020 | 7 |
TTP Investments, Inc. | 7 | 7 | 0.18% | 0.30% | 0.37% | Q4 2021 | Q2 2023 | 7 |
Zweig-DiMenna Associates LLC | 7 | 7 | 0.02% | 0.17% | 0.34% | Q3 2014 | Q1 2016 | 7 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
DEERE & CO | 3 | 1 | 0.02% | 0.12% | 0.18% | Q3 2013 | Q3 2016 | 7 |
Ally Financial Inc. | 4 | 1 | 0.21% | 0.55% | 1.01% | Q4 2013 | Q4 2021 | 7 |
Corsair Capital Management | 7 | 7 | 0.07% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
CALDWELL & ORKIN INC | 4 | 3 | 0.28% | 2.47% | 5.26% | Q2 2013 | Q2 2015 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Camarda Financial Advisors, LLC | 4 | 1 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q2 2019 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Arosa Capital Management LP | 2 | 1 | 0.56% | 1.64% | 3.24% | Q2 2015 | Q1 2020 | 7 |
Source Financial Advisors LLC | 7 | 7 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Harbour Capital Advisors, LLC | 6 | 1 | 0.01% | 0.25% | 0.39% | Q4 2014 | Q1 2017 | 7 |
CINCINNATI FINANCIAL CORP | 7 | 7 | 0.72% | 1.90% | 3.17% | Q4 2014 | Q2 2016 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 7 |
Mint Tower Capital Management B.V. | 2 | 1 | 0.01% | 0.20% | 0.40% | Q4 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.26% | 0.30% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Bridgecreek Investment Management, LLC | 6 | 1 | 0.05% | 0.28% | 1.54% | Q2 2014 | Q3 2016 | 7 |
Corsicana & Co. | 6 | 6 | 0.20% | 0.24% | 0.29% | Q2 2021 | Q3 2022 | 6 |
CHURCHILL MANAGEMENT Corp | 4 | 1 | 0.02% | 0.16% | 0.23% | Q1 2015 | Q3 2023 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q4 2014 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q3 2016 | 6 |
AAFMAA Wealth Management & Trust LLC | 6 | 6 | 0.53% | 1.20% | 4.14% | Q4 2020 | Q1 2022 | 6 |
TVR Capital Management LP | 4 | 4 | 2.87% | 6.54% | 10.00% | Q2 2018 | Q1 2019 | 6 |
AIA Group Ltd | 6 | 6 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.00% | 0.30% | 0.58% | Q1 2019 | Q2 2020 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.07% | 0.20% | 0.54% | Q3 2020 | Q3 2023 | 6 |
Beech Hill Advisors, Inc. | 6 | 6 | 1.80% | 2.31% | 2.63% | Q2 2014 | Q3 2015 | 6 |
Guidant Wealth Advisors | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2018 | Q3 2019 | 6 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.01% | 0.13% | 0.57% | Q4 2014 | Q3 2023 | 6 |
ARS Wealth Advisors Group, LLC | 6 | 6 | 0.97% | 1.10% | 1.25% | Q2 2022 | Q3 2023 | 6 |
GLENVIEW STATE BANK TRUST DEPT. | 6 | 6 | 0.12% | 0.26% | 0.36% | Q4 2014 | Q1 2016 | 6 |
Ionic Capital Management LLC | 3 | 1 | 0.00% | 0.05% | 0.22% | Q4 2014 | Q4 2015 | 6 |
Portman Square Capital LLP | 3 | 3 | 0.01% | 0.12% | 0.45% | Q1 2023 | Q3 2023 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.04% | 0.07% | 0.16% | Q4 2014 | Q2 2020 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q2 2017 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.11% | 0.25% | Q4 2017 | Q1 2020 | 6 |
BHF Kleinwort Benson Group S.A. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
BURKE & HERBERT BANK & TRUST CO | 6 | 6 | 0.17% | 0.21% | 0.26% | Q2 2015 | Q3 2016 | 6 |
Sepio Capital, LP | 6 | 6 | 0.05% | 0.26% | 0.35% | Q4 2018 | Q1 2020 | 6 |
PT ASSET MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.14% | 0.26% | Q1 2015 | Q1 2016 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
PFG Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Waterstone Capital Management, L.P. | 6 | 6 | 0.93% | 1.04% | 1.18% | Q1 2016 | Q2 2017 | 6 |
Westshore Wealth, LLC | 5 | 1 | 0.11% | 0.15% | 0.18% | Q1 2021 | Q1 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.72% | 1.43% | 2.74% | Q4 2016 | Q1 2018 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MONROE BANK & TRUST/MI | 6 | 6 | 0.01% | 0.06% | 0.28% | Q4 2014 | Q1 2016 | 6 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.03% | 0.12% | Q4 2014 | Q1 2016 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
NORTHSTAR ASSET MANAGEMENT LLC | 6 | 6 | 0.16% | 0.69% | 0.88% | Q3 2014 | Q4 2015 | 6 |
Annapolis Financial Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
Sicart Associates LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q4 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FORTEM FINANCIAL GROUP, LLC | 6 | 6 | 0.18% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
MITSUBISHI UFJ SECURITIES (USA), Inc. | 4 | 4 | 0.00% | 1.16% | 3.45% | Q4 2014 | Q3 2015 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.24% | 0.26% | 0.27% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 6 |
Advocacy Wealth Management Services, LLC | 4 | 2 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2016 | 6 |
Schooner Investment Group, LLC. | 3 | 3 | 0.19% | 0.25% | 0.34% | Q1 2015 | Q3 2016 | 6 |
SUMMIT CAPITAL MANAGEMENT LLC | 6 | 6 | 1.56% | 2.45% | 3.15% | Q2 2013 | Q3 2014 | 6 |
Fortitude Advisory Group L.L.C. | 4 | 2 | 0.02% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 6 |
NVWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.05% | 0.24% | 1.18% | Q3 2013 | Q4 2014 | 6 |
Gen IV Investment Opportunities, LLC | 4 | 4 | 0.04% | 8.69% | 14.49% | Q4 2016 | Q3 2017 | 6 |
Strengthening Families & Communities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Franklin Square Holdings, L.P. | 6 | 6 | 0.39% | 1.76% | 4.03% | Q2 2017 | Q3 2018 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.12% | 0.35% | Q2 2014 | Q3 2015 | 6 |
Hutchin Hill Capital, LP | 3 | 1 | 0.05% | 0.35% | 1.15% | Q1 2014 | Q4 2016 | 6 |
Guinness Atkinson Asset Management Inc | 6 | 6 | 0.14% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
LGT Group Foundation | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Core Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Guinness Asset Management LTD | 6 | 6 | 0.22% | 0.33% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 6 |
Amica Retiree Medical Trust | 4 | 2 | 0.10% | 0.14% | 0.19% | Q4 2016 | Q1 2020 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 5 | 1 | 0.03% | 0.06% | 0.12% | Q4 2016 | Q4 2018 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2020 | 6 |
Constellation Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
PGGM Investments | 2 | 1 | 0.00% | 0.08% | 0.14% | Q2 2016 | Q3 2022 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q4 2023 | 6 |
Ipswich Investment Management Co., Inc. | 4 | 1 | 0.04% | 0.14% | 0.22% | Q4 2014 | Q4 2018 | 6 |
TCWP LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
1620 INVESTMENT ADVISORS, INC. | 6 | 6 | 0.32% | 0.38% | 0.44% | Q2 2022 | Q3 2023 | 6 |
ANGELO GORDON & CO., L.P. | 4 | 2 | 0.09% | 0.36% | 0.53% | Q4 2016 | Q2 2018 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.13% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 6 |
Calamos Wealth Management LLC | 6 | 6 | 0.23% | 0.38% | 0.49% | Q2 2014 | Q3 2015 | 6 |
tru Independence LLC | 6 | 6 | 0.01% | 4.45% | 26.36% | Q4 2019 | Q1 2021 | 6 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
AMICA MUTUAL INSURANCE CO | 4 | 2 | 0.11% | 0.15% | 0.18% | Q4 2016 | Q1 2020 | 6 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 2 | 1 | 0.02% | 0.64% | 2.22% | Q4 2014 | Q4 2018 | 6 |
Schubert & Co | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2021 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Inspire Advisors, LLC | 5 | 1 | 0.00% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Trust Asset Management LLC | 6 | 6 | 0.39% | 0.56% | 0.80% | Q3 2018 | Q4 2019 | 6 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2019 | 6 |
QCM Cayman, Ltd. | 2 | 1 | 0.18% | 0.69% | 1.37% | Q3 2015 | Q4 2020 | 6 |
Conservest Capital Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 1.76% | 2.50% | 3.65% | Q4 2013 | Q1 2015 | 6 |
BFSG, LLC | 5 | 1 | 0.07% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
EMORY UNIVERSITY | 4 | 2 | 1.31% | 1.81% | 3.40% | Q2 2015 | Q3 2017 | 6 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.04% | 0.83% | 1.65% | Q3 2021 | Q3 2023 | 6 |
SOUND SHORE MANAGEMENT INC /CT/ | 6 | 6 | 2.55% | 2.81% | 3.26% | Q2 2022 | Q3 2023 | 6 |
COLRAIN CAPITAL LLC | 6 | 6 | 0.15% | 0.28% | 0.42% | Q2 2014 | Q3 2015 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.10% | 0.27% | 0.59% | Q4 2018 | Q3 2023 | 6 |
THREADGILL FINANCIAL, LLC | 6 | 6 | 0.60% | 1.08% | 1.75% | Q2 2022 | Q3 2023 | 6 |
Heritage Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 6 |
EAGLE ASSET MANAGEMENT INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Close Asset Management Ltd | 6 | 6 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.02% | 0.08% | 0.20% | Q4 2020 | Q4 2022 | 6 |
3G Capital Partners | 2 | 1 | 0.90% | 2.14% | 4.27% | Q3 2015 | Q2 2017 | 6 |
Fusion Investment Group, LLC | 6 | 6 | 0.29% | 0.54% | 1.60% | Q3 2014 | Q4 2015 | 6 |
Hefty Wealth Partners | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 6 |
Cypress Wealth Services, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2023 | 6 |
Pine River Capital Management L.P. | 5 | 1 | 0.01% | 0.28% | 0.85% | Q4 2013 | Q2 2017 | 6 |
GLG Partners LP | 4 | 1 | 0.07% | 0.17% | 0.26% | Q3 2014 | Q3 2016 | 6 |
FMA ADVISORY INC | 3 | 1 | 0.23% | 0.65% | 1.32% | Q2 2013 | Q2 2015 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.24% | 0.36% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
SeaBridge Investment Advisors LLC | 4 | 2 | 0.05% | 0.20% | 0.74% | Q2 2013 | Q3 2015 | 6 |
Aviance Capital Partners, LLC | 4 | 2 | 0.04% | 0.18% | 0.29% | Q4 2014 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.28% | 0.75% | Q1 2019 | Q3 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Granite Investment Partners, LLC | 6 | 6 | 0.02% | 0.31% | 0.41% | Q3 2014 | Q4 2015 | 6 |
J Arnold Wealth Management Co | 4 | 2 | 0.11% | 0.17% | 0.21% | Q4 2021 | Q2 2023 | 6 |
Front Row Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q1 2021 | 6 |
Uncommon Cents Investing LLC | 6 | 6 | 0.08% | 0.29% | 0.35% | Q2 2022 | Q3 2023 | 6 |
TORRAY INVESTMENT PARTNERS LLC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2016 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ORBIS HOLDINGS LTD | 6 | 6 | 0.06% | 0.13% | 0.17% | Q3 2014 | Q4 2015 | 6 |
MIDAS MANAGEMENT CORP | 6 | 6 | 0.57% | 0.74% | 0.98% | Q2 2013 | Q3 2014 | 6 |
LGL PARTNERS, LLC | 6 | 6 | 0.10% | 0.12% | 0.13% | Q1 2016 | Q2 2017 | 6 |
Lincoln Capital LLC | 6 | 6 | 1.67% | 4.06% | 5.56% | Q4 2014 | Q1 2016 | 6 |
GRIMES & COMPANY, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wunderlich Capital Managemnt | 5 | 1 | 1.08% | 1.41% | 1.58% | Q1 2014 | Q4 2019 | 6 |
Telemetry Investments, L.L.C. | 4 | 1 | 0.05% | 0.18% | 0.29% | Q4 2014 | Q1 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Jackson Wealth Management, LLC | 5 | 1 | 0.07% | 0.40% | 0.54% | Q1 2015 | Q1 2017 | 6 |
Capital Planning Advisors, LLC | 3 | 3 | 0.10% | 0.22% | 0.36% | Q4 2014 | Q3 2017 | 6 |
Opus Capital Group, LLC | 4 | 2 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 6 |
1ST SOURCE BANK | 4 | 2 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q2 2020 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2017 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2020 | 6 |
AHL Partners LLP | 5 | 1 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q4 2017 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Asio Capital, LLC | 6 | 6 | 0.41% | 0.44% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Kowal Investment Group, LLC | 5 | 1 | 0.01% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.05% | 0.31% | 0.86% | Q2 2015 | Q2 2020 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Patriot Wealth Management, Inc. | 6 | 6 | 0.90% | 1.02% | 1.12% | Q3 2013 | Q4 2014 | 6 |
F3Logic, LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q4 2022 | 6 |
CFO4Life, L.P. | 4 | 1 | 0.05% | 0.24% | 0.34% | Q4 2014 | Q4 2022 | 6 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2022 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
BOWEN HANES & CO INC | 5 | 5 | 0.07% | 0.88% | 1.59% | Q3 2014 | Q3 2015 | 5 |
Outlook Wealth Advisors, LLC | 4 | 1 | 0.08% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 5 |
Cheyne Capital Management (UK) LLP | 2 | 1 | 0.36% | 2.48% | 3.90% | Q1 2014 | Q3 2023 | 5 |
CARRET ASSET MANAGEMENT, LLC | 5 | 5 | 0.12% | 0.19% | 0.34% | Q4 2014 | Q4 2015 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.04% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
WestEnd Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 6.30% | 7.32% | 8.01% | Q2 2022 | Q2 2023 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2022 | 5 |
HighVista Strategies LLC | 5 | 5 | 0.11% | 0.19% | 0.24% | Q4 2016 | Q4 2017 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Blackstart Capital LP | 2 | 1 | 1.38% | 2.41% | 3.29% | Q2 2017 | Q4 2018 | 5 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Firestone Capital Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
GQ Asset Management, LLC | 5 | 5 | 0.09% | 0.34% | 0.79% | Q1 2019 | Q1 2020 | 5 |
TLP GROUP LLC | 4 | 1 | 0.01% | 0.12% | 0.25% | Q2 2017 | Q3 2018 | 5 |
FULTON BANK, N.A. | 5 | 5 | 0.09% | 0.13% | 0.16% | Q3 2014 | Q3 2015 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 2 | 0.42% | 1.95% | 3.02% | Q4 2014 | Q3 2019 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TFC Financial Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 5 |
Eos Management, L.P. | 4 | 1 | 1.91% | 2.45% | 3.48% | Q2 2014 | Q3 2015 | 5 |
Day & Ennis, LLC | 5 | 5 | 0.21% | 0.25% | 0.29% | Q4 2015 | Q4 2016 | 5 |
US Asset Management LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.19% | 0.77% | 2.55% | Q2 2015 | Q3 2017 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.13% | 0.21% | 0.42% | Q2 2013 | Q2 2014 | 5 |
Darwin Wealth Management, LLC | 5 | 5 | 0.00% | 0.61% | 0.77% | Q1 2019 | Q1 2020 | 5 |
Biechele Royce Advisors | 5 | 5 | 1.09% | 1.33% | 1.75% | Q4 2017 | Q4 2018 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
MUHLENKAMP & CO INC | 5 | 5 | 0.06% | 0.10% | 0.13% | Q4 2015 | Q4 2016 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HHG & Company, LLC | 4 | 1 | 0.06% | 0.70% | 0.96% | Q4 2014 | Q1 2016 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.15% | 3.18% | 4.83% | Q4 2014 | Q4 2015 | 5 |
CG Asset Management LLC | 4 | 1 | 0.09% | 0.24% | 0.44% | Q3 2015 | Q4 2016 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.18% | 0.20% | 0.24% | Q4 2015 | Q4 2016 | 5 |
Charles Schwab Investment Advisory, Inc. | 5 | 5 | 0.09% | 0.31% | 0.41% | Q4 2018 | Q4 2019 | 5 |
Accurate Wealth Management, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Quadrant Private Wealth Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q2 2021 | 5 |
AT Bancorp | 4 | 1 | 0.01% | 0.13% | 0.22% | Q4 2014 | Q2 2017 | 5 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 5 |
Saba Capital Management, L.P. | 3 | 3 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q4 2022 | 5 |
Fulcrum Equity Management | 3 | 1 | 0.15% | 0.22% | 0.36% | Q1 2022 | Q3 2023 | 5 |
Gratus Capital, LLC | 4 | 1 | 0.47% | 1.03% | 1.31% | Q4 2014 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BARING ASSET MANAGEMENT Ltd | 5 | 5 | 0.31% | 0.94% | 1.28% | Q3 2014 | Q3 2015 | 5 |
REDW Wealth LLC | 4 | 1 | 0.12% | 0.16% | 0.24% | Q4 2016 | Q3 2019 | 5 |
Canal Insurance CO | 5 | 5 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.05% | 3.19% | 4.67% | Q1 2018 | Q1 2019 | 5 |
Pegasus Partners Ltd. | 3 | 2 | 0.07% | 4.23% | 9.76% | Q2 2015 | Q1 2020 | 5 |
DUALITY ADVISERS, LP | 4 | 1 | 0.03% | 0.32% | 0.58% | Q2 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.13% | 0.40% | Q1 2015 | Q1 2016 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SPHINX TRADING, LP | 5 | 5 | 0.03% | 0.12% | 0.16% | Q4 2015 | Q4 2016 | 5 |
MANOR ROAD CAPITAL PARTNERS, LLC | 5 | 5 | 2.90% | 4.74% | 6.80% | Q4 2015 | Q4 2016 | 5 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.49% | 0.56% | 0.64% | Q2 2013 | Q2 2014 | 5 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.06% | 1.67% | 4.14% | Q1 2014 | Q1 2018 | 5 |
MARK ASSET MANAGEMENT LP | 5 | 5 | 0.10% | 0.14% | 0.16% | Q3 2014 | Q3 2015 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.08% | 0.15% | Q1 2023 | Q3 2023 | 5 |
Insight Folios Inc | 5 | 5 | 0.18% | 0.19% | 0.21% | Q1 2022 | Q1 2023 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q4 2021 | 5 |
MARTINGALE ASSET MANAGEMENT L P | 5 | 5 | 0.12% | 0.19% | 0.29% | Q2 2013 | Q2 2014 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.23% | 0.33% | 0.44% | Q4 2021 | Q4 2022 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.73% | 0.88% | 0.96% | Q1 2022 | Q1 2023 | 5 |
Fort Point Capital Partners LLC | 2 | 1 | 0.09% | 0.12% | 0.17% | Q1 2015 | Q4 2017 | 5 |
Lowe Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2017 | 5 |
Ruggie Capital Group | 3 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2017 | 5 |
REDWOOD CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.62% | 0.92% | 1.30% | Q1 2018 | Q1 2019 | 5 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.82% | 2.01% | Q2 2013 | Q1 2015 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.17% | 1.14% | 3.27% | Q3 2014 | Q1 2020 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.58% | 0.64% | 0.68% | Q2 2019 | Q2 2020 | 5 |
COOPERMAN LEON G | 5 | 5 | 1.44% | 1.97% | 2.94% | Q2 2013 | Q2 2014 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2015 | 5 |
WEXFORD CAPITAL LP | 4 | 1 | 0.03% | 1.74% | 3.59% | Q2 2013 | Q1 2017 | 5 |
Glenview Capital Management | 5 | 5 | 0.18% | 0.22% | 0.26% | Q4 2016 | Q4 2017 | 5 |
Beaird Harris Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Kercheville Advisors, LLC | 3 | 2 | 0.08% | 0.13% | 0.23% | Q4 2020 | Q3 2022 | 5 |
SOUTHERN CAPITAL ADVISORS, LLC | 5 | 5 | 0.16% | 0.21% | 0.25% | Q3 2022 | Q3 2023 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 5 | 5 | 0.13% | 0.98% | 1.44% | Q4 2014 | Q4 2015 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.10% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 5 |
Thomasville National Bank | 5 | 5 | 0.06% | 0.10% | 0.12% | Q4 2014 | Q4 2015 | 5 |
Paradigm Capital Management, LLC/NV | 5 | 5 | 0.90% | 1.24% | 1.69% | Q4 2021 | Q4 2022 | 5 |
American Money Management, LLC | 5 | 5 | 0.12% | 0.24% | 0.32% | Q4 2016 | Q4 2017 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.11% | 0.33% | 0.49% | Q2 2022 | Q2 2023 | 5 |
WHITE PINE CAPITAL LLC | 5 | 5 | 0.08% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
HAHN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 1.82% | 2.56% | Q4 2014 | Q4 2015 | 5 |
Montecito Bank & Trust | 4 | 1 | 0.04% | 0.51% | 0.78% | Q4 2014 | Q4 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
ORRSTOWN FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.67% | 0.90% | Q3 2014 | Q3 2015 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
CWH Capital Management, Inc. | 5 | 5 | 2.66% | 3.23% | 3.78% | Q3 2014 | Q3 2015 | 5 |
KRS Capital Management, LLC | 4 | 1 | 0.04% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 5 |
PURSUE WEALTH PARTNERS LLC | 5 | 5 | 0.12% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
CPWM, LLC | 4 | 1 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q3 2019 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Sky Investment Group LLC | 5 | 5 | 1.17% | 1.49% | 1.69% | Q3 2014 | Q3 2015 | 5 |
Concorde Financial Corp | 5 | 5 | 2.18% | 2.60% | 3.83% | Q4 2021 | Q4 2022 | 5 |
XR Securities LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2022 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.03% | 0.08% | 0.14% | Q3 2016 | Q3 2017 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Virtus Fund Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 5 |
OneAscent Wealth Management LLC | 4 | 1 | 0.07% | 0.12% | 0.24% | Q1 2022 | Q2 2023 | 5 |
SUSQUEHANNA TRUST & INVESTMENT CO | 3 | 2 | 0.04% | 0.70% | 1.65% | Q2 2013 | Q1 2015 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 5 |
FIRST NIAGARA BANK | 5 | 5 | 0.04% | 0.10% | 0.16% | Q4 2014 | Q4 2015 | 5 |
Contrarius Investment Management Ltd | 5 | 5 | 0.17% | 1.18% | 2.93% | Q1 2016 | Q1 2017 | 5 |
JD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.19% | 3.96% | 10.80% | Q3 2013 | Q3 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.06% | 0.21% | 0.33% | Q3 2013 | Q3 2014 | 5 |
Kalos Management, Inc. | 4 | 1 | 0.00% | 0.89% | 1.29% | Q4 2015 | Q1 2017 | 5 |
Omega Advisors Inc. | 5 | 5 | 0.40% | 0.89% | 2.04% | Q3 2014 | Q3 2015 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.04% | 0.06% | 0.10% | Q2 2015 | Q3 2016 | 5 |
IBERIABANK CORP | 5 | 5 | 0.09% | 0.24% | 0.32% | Q4 2014 | Q4 2015 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.44% | 0.53% | 0.74% | Q4 2022 | Q4 2023 | 5 |
ELLERSON GROUP INC /ADV | 4 | 4 | 1.38% | 1.48% | 1.65% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.11% | 0.13% | 0.17% | Q2 2013 | Q1 2014 | 4 |
CenterBook Partners LP | 3 | 1 | 0.05% | 0.18% | 0.35% | Q1 2022 | Q3 2023 | 4 |
Chronos Wealth Management, LLC | 4 | 4 | 0.17% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.32% | 0.45% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.12% | 0.21% | 0.32% | Q3 2020 | Q2 2021 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 4 | 4 | 0.23% | 0.26% | 0.31% | Q4 2014 | Q3 2015 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 3 | 1 | 0.36% | 0.75% | 1.06% | Q4 2013 | Q1 2015 | 4 |
HBC Financial Services, PLLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.07% | 0.25% | 0.32% | Q4 2014 | Q3 2015 | 4 |
Ken Stern & Associates, Inc. | 4 | 4 | 0.23% | 0.60% | 1.29% | Q4 2014 | Q3 2015 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q1 2022 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Tacita Capital Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Interchange Capital Partners, LLC | 3 | 1 | 0.01% | 0.22% | 0.34% | Q4 2020 | Q3 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.14% | 0.23% | 0.38% | Q4 2020 | Q3 2021 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 0.15% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
FIRSTMERIT BANK N A TRUSTEE | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2015 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2020 | 4 |
Monterey Private Wealth, Inc. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.33% | 0.53% | 0.67% | Q4 2021 | Q3 2022 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.11% | 0.17% | 0.23% | Q4 2020 | Q3 2021 | 4 |
AGF Investments America Inc. | 4 | 4 | 0.05% | 0.08% | 0.13% | Q4 2014 | Q3 2015 | 4 |
South Street Advisors LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2014 | Q3 2015 | 4 |
Dalton Investments LLC | 4 | 4 | 0.53% | 0.85% | 1.06% | Q1 2020 | Q4 2020 | 4 |
Vise Technologies, Inc. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Sage Mountain Advisors LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 4 |
Ashfield Capital Partners, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2014 | Q3 2015 | 4 |
NovaPoint Capital, LLC | 3 | 1 | 0.09% | 0.16% | 0.21% | Q1 2022 | Q1 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 4 |
RS INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.61% | 0.84% | 1.03% | Q4 2014 | Q3 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
XTX Topco Ltd | 2 | 2 | 0.10% | 0.21% | 0.37% | Q1 2022 | Q1 2023 | 4 |
SIMMONS FIRST TRUST CO NA | 4 | 4 | 0.30% | 0.46% | 0.67% | Q2 2013 | Q1 2014 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
NinePointTwo Capital LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.20% | 0.37% | 0.50% | Q2 2019 | Q1 2022 | 4 |
StratiFi, LLC | 4 | 4 | 0.09% | 0.86% | 2.74% | Q4 2014 | Q3 2015 | 4 |
Green Owl Capital Management, LLC | 2 | 1 | 0.00% | 0.61% | 1.57% | Q2 2015 | Q1 2016 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 4 | 4 | 1.37% | 1.61% | 1.71% | Q4 2014 | Q3 2015 | 4 |
Scoria Capital Partners LP | 2 | 1 | 0.19% | 2.93% | 6.23% | Q3 2015 | Q4 2016 | 4 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2014 | Q3 2015 | 4 |
ALTA CAPITAL MANAGEMENT LLC/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.07% | 0.09% | 0.10% | Q1 2015 | Q4 2019 | 4 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2018 | 4 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.02% | 0.19% | 0.48% | Q1 2016 | Q2 2016 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 4 |
Optimal Asset Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Alaska Permanent Fund Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
AMERICAN ASSETS INC | 4 | 4 | 0.09% | 0.11% | 0.11% | Q2 2018 | Q1 2019 | 4 |
Cooperatieve Rabobank U.A. | 4 | 4 | 0.25% | 0.56% | 1.01% | Q3 2013 | Q2 2014 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 4.39% | 5.06% | 5.47% | Q1 2013 | Q4 2013 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.70% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.39% | 0.46% | 0.56% | Q2 2022 | Q1 2023 | 4 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 4 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
LGT CAPITAL PARTNERS LTD. | 3 | 1 | 0.43% | 0.54% | 0.65% | Q1 2015 | Q2 2016 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.19% | 0.38% | 0.49% | Q1 2020 | Q4 2020 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.11% | 0.24% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.01% | 0.06% | 0.11% | Q3 2014 | Q4 2017 | 4 |
CKW FINANCIAL GROUP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 4 |
WADE G W & INC | 4 | 4 | 0.06% | 0.18% | 0.24% | Q1 2015 | Q4 2015 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Paragon Capital Management Ltd | 4 | 4 | 0.04% | 0.06% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Shepherd Financial Partners LLC | 4 | 4 | 0.16% | 0.34% | 0.52% | Q4 2016 | Q3 2017 | 4 |
SEIZERT CAPITAL PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.31% | 0.49% | 0.72% | Q4 2014 | Q3 2015 | 4 |
Somerset Group LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Bain Capital Public Equity Management, LLC | 3 | 1 | 1.36% | 2.87% | 4.38% | Q4 2014 | Q1 2016 | 4 |
JANA PARTNERS LLC | 1 | 1 | 0.03% | 0.33% | 1.15% | Q2 2013 | Q3 2016 | 4 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 4 |
ISTHMUS PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.20% | 0.35% | 0.49% | Q4 2014 | Q3 2015 | 4 |
Pennant Capital Management, LLC | 4 | 4 | 1.73% | 2.07% | 2.70% | Q4 2015 | Q3 2016 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 4 | 0.39% | 0.50% | 0.57% | Q4 2014 | Q3 2015 | 4 |
CARDEROCK CAPITAL MANAGEMENT INC | 4 | 4 | 0.20% | 0.30% | 0.36% | Q3 2014 | Q2 2015 | 4 |
LVM CAPITAL MANAGEMENT LTD/MI | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2014 | Q3 2015 | 4 |
SONATA CAPITAL GROUP INC | 4 | 4 | 0.21% | 0.27% | 0.31% | Q4 2014 | Q3 2015 | 4 |
Shamrock Asset Management LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2014 | Q3 2015 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Hamilton Point Investment Advisors, LLC | 4 | 4 | 0.20% | 0.28% | 0.33% | Q4 2014 | Q3 2015 | 4 |
DSM CAPITAL PARTNERS LLC | 3 | 1 | 0.03% | 1.36% | 2.75% | Q2 2013 | Q4 2014 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 0.67% | 2.17% | 3.57% | Q3 2014 | Q1 2017 | 4 |
Garner Asset Management Corp | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2018 | Q4 2018 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.05% | 0.17% | 0.26% | Q4 2017 | Q3 2018 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q1 2014 | 4 |
RONALD BLUE & CO LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
APPLETON PARTNERS INC/MA | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q3 2015 | 4 |
HUTCHENS INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.41% | 0.84% | Q4 2014 | Q4 2017 | 4 |
Douglas C. Lane & Associates, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Cordatus Wealth Management LLC | 4 | 4 | 0.32% | 0.61% | 1.16% | Q1 2019 | Q4 2019 | 4 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2018 | 4 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.26% | 0.32% | Q4 2014 | Q3 2015 | 4 |
CDAM (UK) Ltd | 4 | 4 | 5.72% | 6.35% | 7.06% | Q4 2017 | Q3 2018 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Tesuji Partners | 3 | 1 | 7.18% | 18.13% | 23.71% | Q4 2014 | Q2 2016 | 4 |
Old West Investment Management, LLC | 4 | 4 | 0.51% | 0.58% | 0.65% | Q2 2013 | Q1 2014 | 4 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
Centenus Global Management, LP | 2 | 1 | 0.46% | 0.72% | 0.91% | Q2 2018 | Q1 2020 | 4 |
STRATTON MANAGEMENT CO | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2015 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q3 2015 | 4 |
Soapstone Management L.P. | 4 | 4 | 3.80% | 7.34% | 10.17% | Q4 2017 | Q3 2018 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 4 |
Ruane, Cunniff & Goldfarb | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
TIEDEMANN TRUST CO | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2015 | 4 |
BCWM, LLC | 4 | 4 | 0.58% | 0.87% | 1.05% | Q2 2020 | Q1 2021 | 4 |
Eton Park Capital Management, L.P. | 3 | 3 | 1.07% | 1.89% | 2.67% | Q3 2016 | Q1 2017 | 4 |
Townsend & Associates, Inc | 4 | 4 | 1.50% | 1.74% | 1.98% | Q2 2019 | Q1 2020 | 4 |
Saturna Capital CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2020 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Li Winifred I | 3 | 1 | 0.08% | 0.10% | 0.16% | Q2 2013 | Q4 2014 | 4 |
GREATMARK INVESTMENT PARTNERS, INC. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q3 2015 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Argyle Capital Management Inc. | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2014 | Q3 2015 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q2 2016 | Q1 2017 | 4 |
6 Meridian | 4 | 4 | 0.20% | 0.32% | 0.62% | Q1 2020 | Q4 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Westend Capital Management, LLC | 4 | 4 | 0.15% | 0.38% | 0.46% | Q4 2014 | Q3 2015 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q3 2018 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.24% | 0.27% | 0.32% | Q4 2014 | Q3 2015 | 4 |
Cypress Capital Group | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q3 2015 | 4 |
Baldwin Investment Management, LLC | 4 | 4 | 0.40% | 0.48% | 0.51% | Q4 2014 | Q3 2015 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.15% | 0.21% | 0.28% | Q1 2016 | Q4 2016 | 4 |
J.Safra Asset Management Corp | 2 | 1 | 0.00% | 0.14% | 0.26% | Q4 2015 | Q4 2022 | 4 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 4 | 4 | 0.13% | 0.17% | 0.18% | Q4 2014 | Q3 2015 | 4 |
KS MANAGEMENT CORP | 3 | 3 | 0.01% | 1.61% | 3.23% | Q4 2014 | Q2 2015 | 4 |
Santa Fe Partners LLC | 4 | 4 | 0.07% | 0.13% | 0.25% | Q1 2015 | Q4 2015 | 4 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 4 |
NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q1 2014 | Q4 2014 | 4 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2014 | Q3 2015 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.23% | 0.49% | 0.62% | Q4 2015 | Q3 2016 | 4 |
Cambria Investment Management, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.11% | 0.20% | 0.36% | Q2 2019 | Q1 2021 | 4 |
Clean Yield Group | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2021 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.11% | 0.13% | 0.16% | Q2 2016 | Q1 2017 | 4 |
ALPHA WINDWARD LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q2 2019 | Q1 2020 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Horizon Kinetics | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.02% | 1.08% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MIZUHO SECURITIES USA LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cooper Financial Group | 3 | 1 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q2 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.58% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.48% | 0.50% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2022 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.92% | 1.04% | 1.34% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Orbitronix, LP | 4 | 4 | 0.16% | 0.46% | 0.76% | Q3 2014 | Q2 2015 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Westchester Capital Management, LLC | 2 | 2 | 0.00% | 0.70% | 1.28% | Q3 2014 | Q4 2014 | 4 |
Allegis Investment Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2015 | Q3 2016 | 4 |
Versor Investments LP | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q4 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 2.42% | 2.71% | 3.15% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q4 2021 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.48% | 0.55% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.21% | 0.38% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Orinda Asset Management LLC | 4 | 4 | 0.30% | 0.47% | 0.70% | Q2 2013 | Q1 2014 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Accuvest Global Advisors | 4 | 4 | 0.20% | 0.30% | 0.44% | Q4 2022 | Q3 2023 | 4 |
MAKENA CAPITAL MANAGEMENT LLC | 4 | 4 | 1.85% | 2.19% | 2.49% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.07% | 0.11% | 0.17% | Q2 2014 | Q1 2015 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.60% | 0.69% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Rock Creek Group, LP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.19% | 0.24% | 0.35% | Q4 2018 | Q3 2023 | 4 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.16% | 0.32% | 0.44% | Q4 2021 | Q4 2022 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2013 | Q2 2014 | 4 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 4 |
HERMES INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Confluence Wealth Services, Inc. | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
WISCONSIN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.40% | 0.52% | 0.71% | Q1 2014 | Q4 2014 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q4 2018 | 4 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 4 |
C-J Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Operose Advisors LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.69% | 0.83% | 0.93% | Q4 2021 | Q3 2022 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.10% | 0.26% | 0.58% | Q4 2021 | Q3 2022 | 4 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.01% | 0.14% | 0.34% | Q1 2019 | Q2 2020 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
CABOT WEALTH MANAGEMENT INC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2014 | Q3 2015 | 4 |
HERITAGE INVESTORS MANAGEMENT CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Legacy Capital Partners, Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Field & Main Bank | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q2 2022 | 4 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 4 | 4 | 0.30% | 0.39% | 0.46% | Q4 2014 | Q3 2015 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BURNS J W & CO INC/NY | 4 | 4 | 0.12% | 0.55% | 0.72% | Q4 2014 | Q3 2015 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.11% | 0.20% | 0.39% | Q4 2017 | Q1 2019 | 4 |
Physician Wealth Advisors, Inc. | 3 | 1 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 4 |
First Heartland Consultants, Inc. | 3 | 1 | 0.08% | 0.15% | 0.25% | Q1 2015 | Q1 2022 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q2 2022 | 4 |
Onex Canada Asset Management Inc. | 2 | 1 | 0.07% | 0.35% | 0.99% | Q2 2013 | Q3 2021 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Berkshire Hathaway | 4 | 4 | 0.30% | 0.35% | 0.38% | Q4 2015 | Q3 2016 | 4 |
Passport Capital, LLC | 2 | 1 | 0.03% | 1.16% | 3.37% | Q2 2013 | Q1 2015 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hikari Power Ltd | 3 | 3 | 0.20% | 0.23% | 0.27% | Q1 2016 | Q3 2016 | 3 |
Starfire Investment Advisers, Inc. | 3 | 3 | 0.81% | 1.02% | 1.18% | Q1 2015 | Q3 2015 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q4 2019 | Q2 2020 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q4 2016 | Q2 2017 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.17% | 0.69% | 1.70% | Q1 2015 | Q3 2019 | 3 |
Eagle Capital Management, LLC | 3 | 3 | 0.70% | 0.89% | 0.98% | Q4 2014 | Q2 2015 | 3 |
JACOBS & CO/CA | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Community Bank of Raymore | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Exane Asset Management | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2018 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.04% | 0.11% | 0.15% | Q3 2019 | Q1 2020 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.20% | 0.29% | 0.46% | Q3 2014 | Q4 2014 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.21% | 0.26% | 0.35% | Q1 2021 | Q3 2021 | 3 |
KHP Capital, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Douglas Lane & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Delphi Private Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.20% | 0.30% | 0.48% | Q2 2016 | Q1 2017 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
Chiron Investment Management, LLC | 2 | 1 | 0.12% | 0.87% | 2.28% | Q4 2016 | Q2 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Tuttle Capital Management, LLC | 3 | 3 | 0.20% | 0.31% | 0.41% | Q1 2021 | Q3 2021 | 3 |
Norway Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Cerebellum GP, LLC | 1 | 1 | 0.09% | 0.16% | 0.30% | Q4 2017 | Q2 2020 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Benson Investment Management Company, Inc. | 3 | 3 | 2.36% | 2.51% | 2.59% | Q1 2019 | Q3 2019 | 3 |
Cortex Capital Management LLC | 3 | 3 | 0.68% | 0.77% | 0.91% | Q1 2014 | Q3 2014 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.01% | 0.11% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Osher Van de Voorde Investment Management | 3 | 3 | 3.13% | 3.59% | 3.99% | Q2 2013 | Q4 2013 | 3 |
High Falls Advisors, Inc | 2 | 1 | 0.06% | 0.06% | 0.08% | Q4 2015 | Q3 2016 | 3 |
Ergoteles LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Covington Investment Advisors Inc. | 3 | 3 | 1.60% | 1.94% | 2.26% | Q4 2014 | Q2 2015 | 3 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.08% | 0.65% | 1.60% | Q3 2018 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.14% | 0.22% | Q3 2013 | Q4 2014 | 3 |
Braver Wealth Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q2 2015 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.05% | 0.13% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Stamos Capital Partners, L.P. | 2 | 1 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q3 2022 | 3 |
Semper Trust Co. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Staton Financial Advisors, LLC | 3 | 3 | 0.87% | 0.90% | 0.92% | Q1 2015 | Q3 2015 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.48% | 0.57% | 0.69% | Q1 2020 | Q4 2020 | 3 |
Ninepoint Partners LP | 2 | 1 | 0.03% | 0.09% | 0.18% | Q2 2018 | Q3 2019 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.96% | 2.31% | 2.99% | Q3 2015 | Q2 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q4 2021 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.84% | 1.59% | 2.12% | Q4 2018 | Q2 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2014 | Q2 2015 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.11% | 0.11% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q2 2019 | Q4 2019 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.24% | 0.27% | 0.29% | Q4 2014 | Q2 2015 | 3 |
Athanor Capital, LP | 2 | 1 | 0.01% | 1.63% | 2.64% | Q4 2017 | Q3 2020 | 3 |
Solstein Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 3 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.29% | 0.88% | 1.21% | Q4 2014 | Q2 2015 | 3 |
MANA Advisors LLC | 2 | 1 | 0.55% | 1.15% | 1.92% | Q1 2018 | Q3 2020 | 3 |
Rezny Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Samsung Asset Management (New York), Inc. | 3 | 3 | 0.42% | 0.46% | 0.50% | Q1 2016 | Q3 2016 | 3 |
West Branch Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
FDO Partners, LLC | 2 | 1 | 0.22% | 0.48% | 0.86% | Q4 2015 | Q2 2017 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Callodine Capital Management, LP | 3 | 3 | 4.03% | 4.59% | 5.17% | Q4 2018 | Q2 2019 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
LITTLE HOUSE CAPITAL LLC | 2 | 1 | 0.01% | 0.20% | 0.29% | Q1 2019 | Q3 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
ARROWGRASS CAPITAL PARTNERS LLP | 3 | 3 | 0.67% | 0.90% | 1.15% | Q3 2015 | Q1 2016 | 3 |
STONE RUN CAPITAL, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2014 | Q2 2015 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.43% | 0.75% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Personal Wealth Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Anson Funds Management LP | 3 | 3 | 0.18% | 0.35% | 0.62% | Q4 2019 | Q2 2020 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.14% | 0.36% | 0.80% | Q1 2015 | Q3 2015 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 0.07% | 0.14% | 0.19% | Q2 2013 | Q4 2013 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.24% | 0.84% | 1.62% | Q3 2014 | Q4 2014 | 3 |
Human Investing LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.14% | 0.20% | 0.31% | Q3 2013 | Q1 2014 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 1.04% | 1.72% | 2.87% | Q1 2016 | Q3 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.23% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 3 | 3 | 0.08% | 0.12% | 0.16% | Q1 2015 | Q3 2015 | 3 |
IFG Advisors, LLC | 3 | 3 | 0.24% | 0.29% | 0.32% | Q3 2019 | Q1 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q2 2020 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
Indices-Pac Research Corp. | 2 | 1 | 0.21% | 0.55% | 1.06% | Q2 2013 | Q1 2014 | 3 |
Graypoint LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
ARGENT TRUST Co | 2 | 1 | 0.07% | 0.21% | 0.36% | Q2 2015 | Q1 2016 | 3 |
Bay Rivers Group | 3 | 3 | 0.35% | 0.44% | 0.51% | Q4 2019 | Q2 2020 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
AXS Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Tahithromos, L.L.C. | 3 | 3 | 2.19% | 3.55% | 4.50% | Q1 2017 | Q3 2017 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q4 2014 | Q4 2018 | 3 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.08% | 0.40% | 0.82% | Q2 2013 | Q4 2013 | 3 |
Wealth Advisors of Iowa, LLC | 3 | 3 | 0.18% | 0.26% | 0.30% | Q4 2021 | Q2 2022 | 3 |
1776 Wealth LLC | 3 | 3 | 0.09% | 0.17% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Menard Financial Group LLC | 2 | 1 | 0.20% | 0.35% | 0.50% | Q4 2019 | Q3 2020 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 3 |
Filbrandt Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.15% | 0.33% | 0.68% | Q3 2014 | Q4 2015 | 3 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.24% | 0.72% | Q4 2015 | Q4 2017 | 3 |
TradeLink Global Equity LLC | 2 | 1 | 0.24% | 0.47% | 0.84% | Q2 2013 | Q3 2014 | 3 |
Sentinus, LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Rodgers Brothers Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 3 | 0.23% | 0.26% | 0.27% | Q4 2014 | Q2 2015 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.04% | 0.09% | 0.18% | Q3 2021 | Q1 2022 | 3 |
Bellwether Advisors, LLC | 1 | 1 | 0.10% | 0.27% | 0.35% | Q3 2021 | Q1 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q1 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
qPULA Trading Management LP | 1 | 1 | 0.34% | 0.57% | 0.73% | Q4 2020 | Q2 2022 | 3 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 3 | 3 | 1.99% | 2.40% | 3.04% | Q2 2013 | Q4 2013 | 3 |
First Washington CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Oak Harvest Investment Services | 3 | 3 | 0.72% | 1.37% | 1.86% | Q1 2023 | Q3 2023 | 3 |
MRA Advisory Group | 3 | 3 | 0.18% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 3 |
ClariVest Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 3 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.22% | 0.27% | 0.32% | Q4 2014 | Q2 2015 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Keel Point, LLC | 3 | 3 | 0.55% | 0.65% | 0.74% | Q1 2015 | Q3 2015 | 3 |
Forward Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q4 2014 | 3 |
Columbus Hill Capital Management, L.P. | 3 | 3 | 0.11% | 0.19% | 0.25% | Q3 2016 | Q1 2017 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Ignite Planners, LLC | 2 | 1 | 0.06% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 3 |
Tetrem Capital Management Ltd. | 3 | 3 | 1.29% | 1.61% | 1.79% | Q4 2016 | Q2 2017 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Employers Holdings, Inc. | 3 | 3 | 0.16% | 0.23% | 0.27% | Q3 2019 | Q1 2020 | 3 |
Granby Capital Management, LLC | 3 | 3 | 1.28% | 1.95% | 2.30% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
NEW YORK LIFE TRUST CO | 3 | 3 | 0.05% | 0.16% | 0.38% | Q4 2014 | Q2 2015 | 3 |
Capitolis Advisors LLC | 2 | 1 | 0.00% | 0.07% | 0.16% | Q4 2020 | Q3 2021 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.92% | 0.95% | 1.01% | Q1 2023 | Q3 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.03% | 0.40% | 0.70% | Q4 2020 | Q3 2023 | 3 |
MENTA CAPITAL LLC | 2 | 1 | 0.17% | 0.24% | 0.31% | Q1 2018 | Q1 2019 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Baker Ellis Asset Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Strong Tower Advisory Services | 3 | 3 | 0.27% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 3 |
Carson Advisory Inc. | 3 | 3 | 0.49% | 0.54% | 0.62% | Q1 2023 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.97% | 1.13% | 1.24% | Q4 2021 | Q2 2022 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.39% | 0.41% | 0.43% | Q4 2014 | Q2 2015 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Resurgent Financial Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Bullseye Investment Management, LLC | 3 | 3 | 0.22% | 0.29% | 0.41% | Q4 2021 | Q2 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.16% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 2 | 1 | 0.04% | 0.07% | 0.14% | Q3 2016 | Q4 2017 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.44% | 0.55% | 0.62% | Q1 2021 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.34% | 0.37% | 0.39% | Q2 2023 | Q4 2023 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.11% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.18% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.32% | 1.39% | 1.43% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.18% | 0.29% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ROWLANDMILLER & PARTNERS.ADV | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q2 2015 | 3 |
Benchmark Capital Advisors | 3 | 3 | 0.22% | 0.28% | 0.32% | Q4 2015 | Q2 2016 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 1.73% | 4.62% | 7.28% | Q2 2013 | Q4 2013 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Weil Company, Inc. | 2 | 1 | 0.05% | 0.17% | 0.24% | Q3 2019 | Q2 2021 | 3 |
Independence Trust CO | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q2 2015 | 3 |
SEARLE & CO. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2014 | Q2 2015 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
Nuveen Fund Advisors, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Hardman Johnston Global Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Lafayette Investments | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Kovitz Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.38% | 0.42% | 0.46% | Q2 2019 | Q4 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CURIAN CAPITAL LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.99% | 2.45% | 2.76% | Q3 2019 | Q1 2020 | 3 |
Power Corp of Canada | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
GUARDIAN CAPITAL LP | 2 | 1 | 0.01% | 0.09% | 0.15% | Q4 2014 | Q3 2015 | 3 |
STEADFAST ADVISORS LP | 2 | 1 | 1.88% | 2.67% | 3.59% | Q3 2014 | Q4 2016 | 3 |
SHAPIRO CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 3 |
ASPIRIANT HOLDINGS S3, LLC | 3 | 3 | 1.43% | 1.55% | 1.70% | Q2 2013 | Q4 2013 | 3 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 3 | 3 | 2.21% | 2.89% | 3.35% | Q2 2013 | Q4 2013 | 3 |
FIELDPOINT PRIVATE ADVISORS, INC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2014 | Q2 2015 | 3 |
GRASSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.22% | 0.28% | 0.33% | Q2 2013 | Q4 2013 | 3 |
MOGY JOEL R INVESTMENT COUNSEL INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
KENSICO CAPITAL MANAGEMENT CORP | 3 | 3 | 2.90% | 3.61% | 4.45% | Q2 2013 | Q4 2013 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2014 | Q2 2015 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2017 | Q4 2017 | 3 |
WESTON CAPITAL MANAGEMENT INC | 3 | 3 | 3.13% | 3.37% | 3.68% | Q2 2013 | Q4 2013 | 3 |
NORTHEAST INVESTMENT MANAGEMENT | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q2 2015 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
FARALLON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.94% | 0.99% | 1.07% | Q2 2013 | Q4 2013 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.08% | 0.12% | Q3 2017 | Q2 2018 | 3 |
Lone Pine Capital | 2 | 1 | 1.27% | 1.76% | 2.28% | Q2 2013 | Q3 2016 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Castleton Investment Management LLC | 2 | 1 | 0.32% | 1.24% | 1.94% | Q1 2017 | Q3 2018 | 3 |
FORT, L.P. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2014 | Q2 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.13% | 0.17% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Arvest Bank Trust Division | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2020 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 1 | 0.06% | 0.86% | 2.45% | Q3 2015 | Q3 2023 | 3 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2016 | 3 |
FolioMetrix LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Bramshill Investments, LLC | 3 | 3 | 0.13% | 0.34% | 0.53% | Q1 2018 | Q3 2018 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Anandar Capital Management LP | 2 | 2 | 0.13% | 0.53% | 1.10% | Q4 2014 | Q1 2015 | 3 |
Garde Capital, Inc. | 2 | 1 | 0.02% | 0.09% | 0.13% | Q1 2015 | Q1 2021 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Wealth Architects, LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q2 2015 | 3 |
Harfst & Associates, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 3 |
Invictus RG | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Goelzer Investment Management, Inc. | 2 | 2 | 0.79% | 0.79% | 0.79% | Q1 2013 | Q2 2013 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
ARES MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Beaton Management Co. Inc. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2017 | Q3 2017 | 2 |
Econ Financial Services Corp | 2 | 2 | 1.49% | 1.55% | 1.62% | Q1 2023 | Q2 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q4 2018 | Q1 2019 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q3 2022 | Q4 2022 | 2 |
MCIA Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Altavista Wealth Management, Inc. | 1 | 1 | 0.20% | 0.21% | 0.22% | Q4 2014 | Q2 2015 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2016 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
HT Partners LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q3 2013 | Q4 2013 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Brave Warrior Advisors | 2 | 2 | 3.80% | 4.99% | 6.18% | Q4 2014 | Q1 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.10% | 0.20% | 0.29% | Q4 2013 | Q1 2014 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Westhampton Capital, LLC | 2 | 2 | 0.31% | 0.31% | 0.32% | Q2 2019 | Q3 2019 | 2 |
361 CAPITAL LLC | 1 | 1 | 0.11% | 0.21% | 0.31% | Q3 2016 | Q3 2018 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.03% | 0.09% | 0.16% | Q3 2015 | Q1 2016 | 2 |
SMH CAPITAL ADVISORS INC | 1 | 1 | 0.23% | 0.25% | 0.27% | Q2 2022 | Q4 2022 | 2 |
CAPE ANN SAVINGS BANK | 2 | 2 | 0.30% | 0.34% | 0.38% | Q4 2014 | Q1 2015 | 2 |
Somerset Trust Co | 2 | 2 | 0.44% | 0.48% | 0.53% | Q2 2015 | Q3 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.40% | 0.43% | 0.45% | Q2 2013 | Q3 2013 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q4 2019 | Q1 2020 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Trust CO of the Ozarks | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q1 2015 | 2 |
Johnson Financial Group, LLC | 1 | 1 | 0.13% | 0.15% | 0.17% | Q3 2017 | Q1 2018 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Sterneck Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2014 | Q1 2015 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.03% | 0.31% | 0.59% | Q3 2022 | Q4 2022 | 2 |
RWC Asset Management LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Chicago Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.22% | 0.26% | 0.30% | Q1 2016 | Q3 2016 | 2 |
Lauer Wealth, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2020 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 0.71% | 0.87% | 1.02% | Q4 2022 | Q1 2023 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Teilinger Capital Ltd. | 1 | 1 | 2.18% | 3.38% | 4.57% | Q3 2014 | Q1 2017 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.05% | 0.09% | 0.13% | Q4 2014 | Q1 2015 | 2 |
Tufton Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Corton Capital Inc. | 1 | 1 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.15% | 0.20% | 0.24% | Q2 2013 | Q3 2013 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
AMICA PENSION FUND BOARD OF TRUSTEES | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2016 | Q1 2017 | 2 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2021 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Hemenway Trust Co LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.80% | 1.17% | 1.55% | Q1 2014 | Q2 2014 | 2 |
STEWART & PATTEN CO LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q3 2017 | 2 |
Sather Financial Group Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.61% | 1.21% | Q3 2021 | Q3 2023 | 2 |
Bridgewater Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 1.13% | 1.30% | 1.47% | Q1 2020 | Q2 2020 | 2 |
Polar Capital LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Welch Investments, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2017 | Q4 2017 | 2 |
Tiger Eye Capital LLC | 1 | 1 | 2.80% | 2.87% | 2.93% | Q1 2016 | Q3 2016 | 2 |
Signition LP | 2 | 2 | 0.40% | 0.57% | 0.74% | Q1 2018 | Q2 2018 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.55% | 1.62% | 1.69% | Q4 2012 | Q3 2013 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 1.22% | 1.85% | 2.48% | Q2 2019 | Q3 2019 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 0.77% | 1.33% | 1.89% | Q2 2013 | Q3 2013 | 2 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.12% | 0.36% | 0.59% | Q2 2013 | Q1 2022 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Corvex Management LP | 1 | 1 | 0.40% | 0.43% | 0.46% | Q4 2015 | Q4 2015 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Family Firm, Inc. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2014 | Q1 2015 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q1 2017 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.10% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.70% | 0.90% | 1.09% | Q4 2014 | Q1 2015 | 2 |
Matarin Capital Management, LLC | 2 | 2 | 0.37% | 0.40% | 0.42% | Q4 2016 | Q1 2017 | 2 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.72% | 1.02% | 1.32% | Q2 2019 | Q4 2019 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2015 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Sustainable Insight Capital Management, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Ninety One North America, Inc. | 2 | 2 | 0.36% | 0.40% | 0.44% | Q4 2015 | Q1 2016 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.88% | 0.89% | 0.89% | Q3 2014 | Q3 2014 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.57% | 0.60% | 0.63% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q2 2018 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q1 2015 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.11% | 0.19% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.71% | 0.75% | 0.78% | Q3 2022 | Q4 2022 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Arthur Zaske & Associates, LLC | 2 | 2 | 0.19% | 0.28% | 0.37% | Q3 2016 | Q4 2016 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Sageworth Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2020 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kepos Capital LP | 2 | 2 | 0.12% | 0.21% | 0.30% | Q1 2019 | Q2 2019 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Strategic Income Management, LLC | 2 | 2 | 7.07% | 8.25% | 9.42% | Q4 2022 | Q1 2023 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Quotient Investors, LLC | 1 | 1 | 0.06% | 0.19% | 0.31% | Q4 2013 | Q4 2016 | 2 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 2 | 2 | 2.09% | 2.83% | 3.58% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Delta Investment Management, LLC | 1 | 1 | 0.06% | 1.57% | 3.08% | Q4 2018 | Q4 2020 | 2 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.75% | 0.75% | 0.76% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 2 |
Buffington Mohr McNeal | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2017 | Q2 2017 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 3.46% | 4.23% | 4.99% | Q2 2014 | Q3 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
LOEB PARTNERS CORP | 1 | 1 | 0.12% | 0.13% | 0.13% | Q3 2015 | Q1 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2016 | Q3 2016 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
MYDA Advisors LLC | 2 | 2 | 0.41% | 0.97% | 1.52% | Q4 2017 | Q1 2018 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.33% | 0.39% | 0.45% | Q1 2016 | Q2 2016 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.26% | 0.38% | Q1 2015 | Q2 2018 | 2 |
Oak Thistle LLC | 1 | 1 | 0.48% | 0.52% | 0.56% | Q2 2022 | Q3 2023 | 2 |
SPROTT INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q4 2016 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Aristides Capital LLC | 2 | 2 | 0.23% | 0.44% | 0.65% | Q1 2020 | Q2 2020 | 2 |
American Trust | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.06% | 0.11% | 0.15% | Q4 2016 | Q1 2017 | 2 |
BOLTON LP | 2 | 2 | 0.13% | 0.16% | 0.18% | Q3 2013 | Q4 2013 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q2 2023 | 2 |
BKS ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q1 2018 | 2 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 2 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Mechanics Financial Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q4 2018 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2016 | Q3 2021 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.23% | 0.34% | 0.45% | Q3 2015 | Q4 2015 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2019 | Q1 2020 | 2 |
Man Investments Ltd | 2 | 2 | 0.08% | 0.16% | 0.24% | Q1 2014 | Q2 2014 | 2 |
SOUND ENERGY PARTNERS, INC. | 2 | 2 | 1.78% | 2.08% | 2.37% | Q2 2014 | Q3 2014 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 3.60% | 7.05% | 10.49% | Q3 2014 | Q3 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.20% | 0.51% | 0.82% | Q4 2016 | Q1 2017 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 1.29% | 1.29% | 1.30% | Q2 2018 | Q3 2018 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Davis Capital Management | 2 | 2 | 0.75% | 0.80% | 0.85% | Q1 2020 | Q2 2020 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Mathes Company, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Optas, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Pensionfund Sabic | 2 | 2 | 0.42% | 0.43% | 0.44% | Q3 2023 | Q4 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 2 |
GRACE & WHITE INC /NY | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.47% | 0.52% | 0.58% | Q1 2020 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Hoese & Co LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.08% | 0.10% | 0.13% | Q4 2014 | Q3 2015 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
ArchPoint Investors | 2 | 2 | 0.48% | 0.48% | 0.49% | Q2 2017 | Q3 2017 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2020 | Q3 2020 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.20% | 0.27% | 0.33% | Q1 2023 | Q3 2023 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
CM Management, LLC | 2 | 2 | 1.25% | 1.37% | 1.50% | Q3 2021 | Q4 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q1 2015 | 2 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.34% | 0.45% | 0.56% | Q4 2014 | Q1 2017 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
USA MUTUALS ADVISORS, INC. | 2 | 2 | 0.18% | 0.26% | 0.34% | Q3 2015 | Q4 2015 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.21% | 0.42% | Q1 2018 | Q1 2019 | 2 |
Amitell Capital Pte Ltd | 2 | 2 | 2.54% | 2.78% | 3.02% | Q4 2020 | Q1 2021 | 2 |
Glovista Investments LLC | 2 | 2 | 0.54% | 0.60% | 0.67% | Q1 2022 | Q2 2022 | 2 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.21% | 0.29% | 0.38% | Q2 2021 | Q3 2023 | 2 |
DF DENT & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
LUCUS ADVISORS LLC | 1 | 1 | 0.36% | 0.42% | 0.49% | Q3 2017 | Q1 2018 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
COWA, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 1.48% | 1.64% | 1.80% | Q2 2013 | Q3 2013 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.05% | 0.16% | 0.28% | Q4 2020 | Q1 2022 | 2 |
Deimos Asset Management LLC | 2 | 2 | 0.52% | 0.58% | 0.63% | Q4 2015 | Q1 2016 | 2 |
WAYCROSS PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 2 |
Bach Option Ltd | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.49% | 0.85% | 1.22% | Q4 2018 | Q1 2019 | 2 |
Diligent Investors, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2019 | 2 |
AJO, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 2 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.93% | 1.86% | Q2 2013 | Q3 2013 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Aventail Capital Group, LP | 2 | 2 | 2.97% | 4.63% | 6.29% | Q1 2021 | Q2 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
JBF Capital, Inc. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q4 2015 | 2 |
Deep Basin Capital LP | 1 | 1 | 0.76% | 1.19% | 1.62% | Q4 2018 | Q2 2020 | 2 |
PENN MUTUAL LIFE INSURANCE CO | 2 | 2 | 1.30% | 1.50% | 1.69% | Q1 2018 | Q2 2018 | 2 |
Crow Point Partners, LLC | 2 | 2 | 1.41% | 1.41% | 1.41% | Q1 2014 | Q2 2014 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 2 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q1 2014 | 2 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
3Chopt Investment Partners, LLC | 2 | 2 | 0.15% | 0.29% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
CAPITAL INSIGHT PARTNERS, LLC | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2015 | Q3 2015 | 2 |
KGH Ltd | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Barry Investment Advisors, LLC | 1 | 1 | 0.09% | 0.18% | 0.26% | Q4 2014 | Q2 2015 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
KING INVESTMENT ADVISORS INC/TX | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2014 | Q1 2015 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Hayman Capital | 2 | 2 | 8.25% | 9.59% | 10.94% | Q4 2013 | Q1 2014 | 2 |
MOUNT VERNON ASSOCIATES INC /MD/ | 2 | 2 | 0.46% | 0.48% | 0.50% | Q4 2014 | Q1 2015 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Friedberg Investment Management | 1 | 1 | 0.59% | 0.72% | 0.85% | Q2 2013 | Q1 2016 | 2 |
Ranger International Management, LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2013 | Q4 2013 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2013 | Q3 2013 | 1 |
Slate Path Capital LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2015 | Q4 2015 | 1 |
JS Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2015 | Q1 2015 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2014 | Q4 2014 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2023 | Q2 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FORTALEZA ASSET MANAGEMENT INC/ | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 1 | 1 | 2.18% | 2.18% | 2.18% | Q2 2013 | Q2 2013 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
MARTIN CAPITAL MANAGEMENT LLC | 1 | 1 | 11.14% | 11.14% | 11.14% | Q3 2014 | Q3 2014 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Lipe & Dalton | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Nexus Asset Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2014 | Q3 2014 | 1 |
Polianta Ltd | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q1 2020 | 1 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 10.85% | 10.85% | 10.85% | Q2 2017 | Q2 2017 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2016 | Q2 2016 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Carlson Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Rocky Mountain Private Wealth Management, L.L.C. | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2015 | Q4 2015 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2015 | Q4 2015 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2014 | Q4 2014 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2016 | Q3 2016 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Winslow Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2014 | Q3 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HARTWELL J M LIMITED PARTNERSHIP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2015 | Q3 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2018 | Q2 2018 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2014 | Q4 2014 | 1 |
Hexavest Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Barton Investment Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
EA Series Trust | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
StellarOne CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.19% | 4.19% | 4.19% | Q2 2020 | Q2 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Boston Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2014 | Q3 2014 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fox Point Capital Management LLC | 1 | 1 | 4.35% | 4.35% | 4.35% | Q2 2013 | Q2 2013 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TAM Capital Management Inc. | 1 | 1 | 7.12% | 7.12% | 7.12% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Goodman Financial Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Prostatis Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2016 | Q4 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Penbrook Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 14.96% | 14.96% | 14.96% | Q3 2014 | Q3 2014 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
LNZ Capital LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2016 | Q1 2016 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 3.64% | 3.64% | 3.64% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JSF Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Concourse Capital Management, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2019 | Q1 2019 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2014 | Q3 2014 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2016 | Q4 2016 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2014 | Q4 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PECAUT & CO. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Wealth Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Oceanic Investment Management LTD | 1 | 1 | 2.66% | 2.66% | 2.66% | Q4 2015 | Q4 2015 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2013 | Q3 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Olympiad Research LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2014 | Q1 2014 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
JMAC ENTERPRISES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Community Bank & Trust, Waco, Texas | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Hartree Partners, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Quilter Plc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Atwater Malick LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2020 | Q3 2020 | 1 |
Laidlaw Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
DESCHAINE & COMPANY, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2014 | Q4 2014 | 1 |
Bedlam Asset Management plc | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2013 | Q3 2013 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2014 | Q1 2014 | 1 |
Ascent Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2013 | Q3 2013 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Quantum Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2016 | Q1 2016 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q1 2023 | Q1 2023 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2013 | Q3 2013 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q2 2019 | Q2 2019 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Samjo Capital LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2016 | Q2 2016 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Praesidis Advisors LLC | 1 | 1 | 5.39% | 5.39% | 5.39% | Q2 2013 | Q2 2013 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Yaupon Capital Management LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2015 | Q4 2015 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ausbil Investment Management Ltd | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2023 | Q3 2023 | 1 |
TRB Advisors LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2013 | Q4 2013 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Tilt Investment Management Holdings, PBC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2014 | Q4 2014 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 4.03% | 4.03% | 4.03% | Q4 2015 | Q4 2015 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Appaloosa Management | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2015 | Q4 2015 | 1 |
FORA Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
United Community Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EJF Capital LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 4.12% | 4.12% | 4.12% | Q3 2016 | Q3 2016 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Geduld E E | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2014 | Q2 2014 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2021 | Q1 2021 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Calypso Capital Management, LP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2014 | Q3 2014 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Key Square Capital Management LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2016 | Q4 2016 | 1 |
Bares Capital Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2015 | Q3 2015 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2019 | Q1 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Triumph Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Encompass Capital Advisors LLC | 1 | 1 | 7.47% | 7.47% | 7.47% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2022 | Q2 2022 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2014 | Q2 2014 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Equities Inc | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2014 | Q4 2014 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2018 | Q3 2018 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
American Trust Investment Advisors, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q3 2015 | Q3 2015 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2021 | Q1 2021 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2014 | Q1 2014 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2016 | Q3 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2017 | Q1 2017 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2016 | Q3 2016 | 1 |
GRAND JEAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2015 | Q3 2015 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q2 2015 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Parplus Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2015 | Q4 2015 | 1 |
BANCED CORP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
Overbrook Management Corp | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Fore Capital, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2014 | Q3 2014 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 9.14% | 9.14% | 9.14% | Q4 2015 | Q4 2015 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
AUA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearline Capital LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2018 | Q3 2018 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own KINDER MORGAN INC DEL or have owned KINDER MORGAN INC DEL in the past.