Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.20% | Q1 2012 | Q3 2023 | 129 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 124 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 112 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 112 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 107 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 102 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 101 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 99 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.20% | Q4 2015 | Q3 2023 | 94 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 92 |
JANE STREET GROUP, LLC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 91 |
CAPITAL FUND MANAGEMENT S.A. | 24 | 1 | 0.00% | 0.11% | 0.73% | Q2 2013 | Q3 2023 | 89 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 83 |
MILLENNIUM MANAGEMENT LLC | 19 | 3 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 78 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 78 |
WOLVERINE TRADING, LLC | 24 | 4 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 76 |
TWO SIGMA INVESTMENTS, LP | 35 | 1 | 0.00% | 0.08% | 0.65% | Q2 2013 | Q3 2023 | 73 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.21% | Q1 2012 | Q3 2023 | 71 |
HAP Trading, LLC | 23 | 1 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q2 2023 | 71 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.04% | 0.27% | Q1 2013 | Q3 2023 | 67 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.01% | 0.24% | 0.76% | Q4 2006 | Q3 2023 | 66 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q3 2023 | 64 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 64 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 63 |
Jefferies Group LLC | 28 | 7 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2022 | 62 |
TWO SIGMA SECURITIES, LLC | 25 | 3 | 0.00% | 0.04% | 0.48% | Q3 2016 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.02% | 0.18% | 0.88% | Q1 2009 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 57 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q2 2018 | 55 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 53 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 51 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.03% | 0.39% | Q4 2012 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.09% | 0.30% | Q3 2011 | Q3 2023 | 49 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.04% | 0.07% | 0.12% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 19 | 18 | 0.00% | 0.06% | 0.27% | Q2 2014 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.09% | 0.24% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.08% | 0.65% | Q1 2012 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.02% | 0.06% | Q4 2011 | Q3 2023 | 47 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 19 | 1 | 0.00% | 0.10% | 0.72% | Q2 2013 | Q2 2018 | 47 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 46 |
AMALGAMATED BANK | 44 | 2 | 0.05% | 0.10% | 0.18% | Q4 2010 | Q3 2023 | 46 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 45 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.13% | 0.71% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q3 2023 | 44 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.01% | 0.28% | 0.63% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.07% | 0.18% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2023 | 43 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.09% | 0.18% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.10% | 0.18% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q2 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.02% | 0.10% | Q1 2013 | Q3 2023 | 43 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.28% | 0.59% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.06% | 0.18% | 0.93% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.15% | 0.64% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.06% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.07% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.17% | Q4 2012 | Q1 2023 | 42 |
Livforsakringsbolaget Skandia, Omsesidigt | 42 | 42 | 0.12% | 0.40% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.62% | 0.94% | 1.40% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.04% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.23% | 0.63% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 0.01% | 1.05% | 2.67% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.04% | 0.17% | 0.74% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.15% | 0.85% | 2.45% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 42 | 42 | 0.00% | 0.43% | 3.19% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.05% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.13% | 0.93% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.01% | 0.19% | 1.19% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.03% | 0.13% | 1.06% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.05% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.42% | 1.19% | 2.51% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.14% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.02% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NatWest Group plc | 42 | 42 | 0.09% | 0.76% | 3.04% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.06% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.23% | 0.51% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.42% | 0.90% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
First National Bank of Hutchinson | 42 | 42 | 0.74% | 3.48% | 9.52% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.04% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.05% | 0.53% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.25% | 0.84% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.31% | 0.99% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.12% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 1.64% | 2.64% | 3.88% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.03% | 0.40% | 1.49% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q4 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.22% | 0.75% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.04% | 0.09% | 0.20% | Q2 2012 | Q4 2022 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.66% | 1.78% | 3.65% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.19% | 0.58% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.08% | 0.49% | Q2 2013 | Q3 2023 | 41 |
Johnson Financial Group, Inc. | 39 | 2 | 0.00% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.14% | 0.39% | Q3 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.00% | 0.30% | 1.72% | Q3 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 32 | 9 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Paloma Partners Management Co | 12 | 1 | 0.01% | 0.05% | 0.28% | Q2 2013 | Q2 2022 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 41 | 41 | 0.04% | 0.07% | 0.10% | Q3 2013 | Q3 2023 | 41 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 13 | 0.02% | 0.13% | 0.47% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 24 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.07% | 0.12% | 0.23% | Q3 2013 | Q3 2023 | 41 |
CWM, LLC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Lipe & Dalton | 41 | 41 | 0.14% | 0.22% | 0.34% | Q3 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 28 | 13 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Meiji Yasuda Asset Management Co Ltd. | 27 | 14 | 0.02% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.06% | 0.09% | 0.16% | Q1 2013 | Q3 2023 | 41 |
MEEDER ASSET MANAGEMENT INC | 36 | 1 | 0.00% | 0.23% | 1.49% | Q2 2013 | Q3 2023 | 40 |
RWC Asset Management LLP | 40 | 40 | 0.06% | 2.07% | 4.65% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Plante Moran Financial Advisors, LLC | 24 | 16 | 0.00% | 0.12% | 0.73% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.07% | 0.12% | 0.23% | Q3 2013 | Q3 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 22 | 18 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 40 | 40 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 40 |
BROWN ADVISORY INC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
GATEWAY INVESTMENT ADVISERS LLC | 40 | 40 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q1 2023 | 40 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 15 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q2 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 34 | 6 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.05% | 0.39% | Q4 2015 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
JAMES INVESTMENT RESEARCH INC | 40 | 40 | 0.01% | 0.81% | 2.82% | Q2 2013 | Q1 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 26 | 14 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 40 |
PineBridge Investments, L.P. | 15 | 10 | 0.00% | 0.16% | 0.50% | Q2 2013 | Q3 2023 | 39 |
EAGLE ASSET MANAGEMENT INC | 30 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 39 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 3 | 0.00% | 0.14% | 0.52% | Q3 2013 | Q3 2023 | 39 |
LOOMIS SAYLES & CO L P | 18 | 3 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.33% | 0.62% | 1.20% | Q1 2014 | Q3 2023 | 39 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24 | 15 | 0.00% | 0.62% | 1.87% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.08% | 0.15% | 0.26% | Q1 2014 | Q3 2023 | 39 |
Brandywine Global Investment Management, LLC | 25 | 14 | 0.00% | 0.42% | 1.52% | Q2 2013 | Q3 2023 | 39 |
SCOTIA CAPITAL INC. | 39 | 39 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q4 2022 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.09% | 0.30% | 0.78% | Q2 2013 | Q4 2022 | 39 |
Andra AP-fonden | 22 | 5 | 0.07% | 0.22% | 0.37% | Q2 2013 | Q2 2023 | 39 |
SHELTON CAPITAL MANAGEMENT | 19 | 3 | 0.01% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 39 |
Employees Retirement System of Texas | 25 | 14 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 39 |
CULLEN/FROST BANKERS, INC. | 20 | 19 | 0.00% | 0.05% | 0.61% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
PITCAIRN CO | 22 | 1 | 0.02% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 21 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.06% | 0.11% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Savant Capital, LLC | 17 | 1 | 0.01% | 0.07% | 0.16% | Q3 2013 | Q3 2023 | 38 |
BOKF, NA | 27 | 3 | 0.00% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.23% | 0.86% | 1.90% | Q2 2013 | Q3 2022 | 38 |
SIGNATUREFD, LLC | 24 | 14 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.14% | 0.69% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q3 2022 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 37 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.02% | 0.08% | 0.16% | Q2 2014 | Q3 2023 | 38 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 22 | 1 | 0.00% | 0.44% | 1.05% | Q2 2013 | Q3 2023 | 37 |
OPPENHEIMER & CO INC | 37 | 37 | 0.01% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.08% | 0.13% | 0.22% | Q3 2014 | Q3 2023 | 37 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.05% | 0.33% | Q3 2013 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 21 | 16 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 37 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 37 | 37 | 0.05% | 0.12% | 0.51% | Q3 2014 | Q3 2023 | 37 |
Atria Investments, Inc | 21 | 1 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 37 | 37 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 37 |
BANK OF HAWAII | 37 | 37 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q2 2022 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.01% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 37 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q1 2018 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.05% | 0.23% | Q4 2013 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 20 | 16 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 36 |
STOCK YARDS BANK & TRUST CO | 20 | 16 | 0.02% | 0.69% | 2.14% | Q2 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 36 |
KING LUTHER CAPITAL MANAGEMENT CORP | 35 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.12% | 0.68% | Q1 2014 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 18 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
Artisan Partners Limited Partnership | 25 | 11 | 0.07% | 0.32% | 0.94% | Q2 2013 | Q3 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 23 | 13 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.19% | 0.67% | 1.49% | Q2 2013 | Q1 2022 | 36 |
Sandy Spring Bank | 36 | 36 | 0.00% | 0.06% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Gradient Investments LLC | 24 | 12 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 36 | 36 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 2 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q4 2023 | 36 |
ADVISOR PARTNERS LLC | 36 | 36 | 0.05% | 0.13% | 0.29% | Q3 2013 | Q2 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.07% | 0.20% | Q4 2014 | Q3 2023 | 36 |
FARMERS TRUST CO | 19 | 3 | 0.05% | 0.19% | 1.45% | Q2 2013 | Q3 2023 | 36 |
MARTINGALE ASSET MANAGEMENT L P | 18 | 2 | 0.00% | 0.51% | 0.91% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.08% | 0.18% | 0.25% | Q2 2013 | Q1 2022 | 36 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 25 | 4 | 0.07% | 0.11% | 0.15% | Q1 2014 | Q3 2023 | 36 |
Capital Investment Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q4 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 36 | 36 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
JENSEN INVESTMENT MANAGEMENT INC | 29 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Court Place Advisors, LLC | 35 | 35 | 0.08% | 0.19% | 0.42% | Q1 2015 | Q3 2023 | 35 |
ZACKS INVESTMENT MANAGEMENT | 17 | 1 | 0.00% | 0.33% | 1.09% | Q2 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.04% | 0.12% | Q1 2015 | Q3 2023 | 35 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13 | 10 | 0.03% | 0.34% | 1.01% | Q3 2013 | Q3 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 13 | 1 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 35 |
ONTARIO TEACHERS PENSION PLAN BOARD | 19 | 1 | 0.01% | 0.16% | 0.93% | Q2 2013 | Q3 2023 | 35 |
Tradewinds Capital Management, LLC | 35 | 35 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q2 2022 | 35 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 16 | 2 | 0.00% | 0.27% | 1.29% | Q2 2013 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
GOFEN & GLOSSBERG LLC /IL/ | 21 | 14 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2022 | 35 |
Covington Capital Management | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2022 | 34 |
Pacer Advisors, Inc. | 15 | 1 | 0.01% | 0.24% | 1.10% | Q4 2013 | Q3 2023 | 34 |
Vident Investment Advisory, LLC | 33 | 1 | 0.01% | 0.23% | 0.49% | Q4 2014 | Q2 2023 | 34 |
SUMITOMO LIFE INSURANCE CO | 19 | 15 | 0.01% | 0.11% | 0.27% | Q3 2013 | Q3 2023 | 34 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2020 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
FINANCIAL COUNSELORS INC | 22 | 5 | 0.01% | 0.08% | 0.40% | Q4 2014 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2021 | 34 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 2 | 0.01% | 0.37% | 0.88% | Q2 2013 | Q3 2023 | 34 |
WEDBUSH SECURITIES INC | 26 | 8 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.15% | 0.44% | Q2 2015 | Q3 2023 | 34 |
Ledyard National Bank | 17 | 17 | 0.00% | 0.58% | 1.86% | Q4 2014 | Q3 2023 | 34 |
WHITTIER TRUST CO | 34 | 34 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 34 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.16% | 0.73% | Q2 2013 | Q2 2021 | 33 |
PARADIGM ASSET MANAGEMENT CO LLC | 29 | 2 | 0.09% | 0.40% | 0.80% | Q2 2014 | Q3 2023 | 33 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 23 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
MACKENZIE FINANCIAL CORP | 33 | 33 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Hosking Partners LLP | 33 | 33 | 0.29% | 0.75% | 1.30% | Q3 2015 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
TRUST CO OF VERMONT | 28 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 33 |
SYNOVUS FINANCIAL CORP | 23 | 10 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 33 |
GREAT LAKES ADVISORS, LLC | 23 | 10 | 0.02% | 0.23% | 0.59% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Acropolis Investment Management, LLC | 33 | 33 | 0.05% | 0.16% | 0.42% | Q3 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.11% | 0.46% | Q3 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Mariner, LLC | 29 | 3 | 0.00% | 0.06% | 0.69% | Q2 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q2 2021 | 33 |
PUTNAM INVESTMENTS LLC | 30 | 2 | 0.02% | 0.19% | 0.52% | Q2 2013 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.06% | 0.50% | 1.25% | Q2 2013 | Q1 2021 | 32 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q2 2022 | 32 |
VALLEY WEALTH MANAGERS, INC. | 16 | 6 | 0.00% | 1.29% | 2.98% | Q2 2013 | Q3 2023 | 32 |
GSA CAPITAL PARTNERS LLP | 14 | 1 | 0.02% | 0.12% | 0.45% | Q2 2013 | Q2 2023 | 32 |
BARINGS LLC | 30 | 2 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2021 | 32 |
Point72 Hong Kong Ltd | 7 | 1 | 0.00% | 0.13% | 0.47% | Q3 2014 | Q3 2022 | 32 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 12 | 1 | 0.01% | 0.08% | 0.16% | Q1 2013 | Q3 2023 | 32 |
WINTON GROUP Ltd | 13 | 4 | 0.01% | 0.21% | 0.63% | Q2 2014 | Q1 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.17% | 0.44% | 1.34% | Q4 2015 | Q3 2023 | 32 |
FIRST NATIONAL TRUST CO | 16 | 16 | 0.02% | 0.08% | 0.35% | Q1 2015 | Q3 2023 | 32 |
PATTEN & PATTEN INC/TN | 32 | 32 | 0.04% | 0.23% | 0.94% | Q4 2015 | Q3 2023 | 32 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 24 | 8 | 0.96% | 2.55% | 4.23% | Q2 2013 | Q3 2023 | 32 |
STEPHENS INC /AR/ | 30 | 1 | 0.01% | 0.04% | 0.15% | Q1 2015 | Q3 2023 | 32 |
OLD NATIONAL BANCORP /IN/ | 15 | 1 | 0.00% | 0.10% | 0.49% | Q3 2013 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.05% | 0.15% | 0.36% | Q4 2015 | Q3 2023 | 32 |
FDx Advisors, Inc. | 25 | 7 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2022 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q1 2021 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 15 | 0.04% | 0.13% | 1.02% | Q2 2013 | Q3 2023 | 32 |
ARGI Investment Services, LLC | 32 | 32 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q4 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.03% | 0.07% | 0.20% | Q1 2016 | Q4 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 9 | 7 | 0.00% | 0.08% | 0.35% | Q3 2013 | Q1 2022 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.01% | 0.19% | Q4 2014 | Q2 2022 | 31 |
CAPITAL ADVISORS INC/OK | 16 | 15 | 0.03% | 0.50% | 1.16% | Q2 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 31 |
CIBC Private Wealth Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q4 2020 | 31 |
Cedar Wealth Management, LLC | 31 | 31 | 0.01% | 0.15% | 0.52% | Q1 2016 | Q3 2023 | 31 |
People's United Financial, Inc. | 18 | 4 | 0.01% | 0.17% | 0.48% | Q3 2013 | Q1 2022 | 31 |
Barnett & Company, Inc. | 31 | 31 | 0.06% | 0.77% | 1.81% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisors LLC | 12 | 6 | 0.01% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 31 |
TOBAM | 31 | 31 | 0.00% | 1.96% | 3.29% | Q1 2016 | Q3 2023 | 31 |
Coho Partners, Ltd. | 30 | 30 | 0.01% | 2.74% | 4.85% | Q2 2016 | Q3 2023 | 30 |
Gotham Asset Management, LLC | 18 | 1 | 0.01% | 0.20% | 0.73% | Q2 2013 | Q3 2023 | 30 |
Foundry Partners, LLC | 23 | 7 | 0.28% | 0.78% | 1.59% | Q4 2013 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.01% | 0.06% | 0.27% | Q3 2014 | Q4 2021 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.12% | 0.26% | 0.44% | Q2 2013 | Q3 2020 | 30 |
Capital Research Global Investors | 30 | 30 | 0.02% | 0.26% | 1.16% | Q1 2015 | Q2 2022 | 30 |
Alberta Investment Management Corp | 15 | 4 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 30 |
Hexavest Inc. | 24 | 6 | 0.01% | 0.34% | 0.76% | Q2 2013 | Q3 2021 | 30 |
Violich Capital Management, Inc. | 29 | 1 | 0.03% | 0.26% | 0.44% | Q2 2013 | Q1 2022 | 30 |
CREDIT AGRICOLE S A | 19 | 1 | 0.00% | 0.11% | 0.41% | Q2 2013 | Q3 2023 | 30 |
Compagnie Lombard Odier SCmA | 15 | 1 | 0.00% | 0.07% | 0.20% | Q4 2013 | Q4 2022 | 30 |
Tortoise Investment Management, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2020 | 30 |
Avior Wealth Management, LLC | 25 | 1 | 0.00% | 0.16% | 0.43% | Q4 2015 | Q3 2023 | 29 |
American Assets Investment Management, LLC | 29 | 29 | 0.14% | 0.95% | 1.58% | Q3 2016 | Q3 2023 | 29 |
RMB Capital Management, LLC | 16 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2023 | 29 |
1832 Asset Management L.P. | 18 | 1 | 0.00% | 0.05% | 0.34% | Q3 2015 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.53% | 0.87% | 1.14% | Q4 2013 | Q4 2020 | 29 |
GAM Holding AG | 17 | 4 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q2 2021 | 29 |
ING GROEP NV | 7 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 17 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 29 |
WESBANCO BANK INC | 16 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2023 | 29 |
Freedom Investment Management, Inc. | 14 | 1 | 0.01% | 0.11% | 0.57% | Q1 2014 | Q3 2023 | 29 |
BENEDICT FINANCIAL ADVISORS INC | 29 | 29 | 0.20% | 0.32% | 0.46% | Q3 2016 | Q3 2023 | 29 |
HOLLENCREST CAPITAL MANAGEMENT | 21 | 8 | 0.05% | 0.09% | 0.18% | Q2 2014 | Q3 2023 | 29 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.06% | 0.60% | 1.20% | Q2 2013 | Q1 2020 | 28 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2019 | 28 |
Tredje AP-fonden | 20 | 8 | 0.02% | 0.11% | 0.21% | Q2 2015 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.16% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Trust Co | 16 | 12 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2022 | 28 |
Game Creek Capital, LP | 23 | 23 | 0.43% | 2.87% | 7.13% | Q1 2018 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q1 2020 | 28 |
CHICAGO EQUITY PARTNERS LLC | 28 | 28 | 0.02% | 0.57% | 1.29% | Q2 2013 | Q1 2020 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.07% | 0.10% | 0.19% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.01% | 0.62% | 2.86% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.03% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 28 |
TWIN CAPITAL MANAGEMENT INC | 15 | 13 | 0.03% | 0.36% | 0.58% | Q2 2013 | Q3 2023 | 28 |
First Personal Financial Services | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
FAS Wealth Partners, Inc. | 15 | 2 | 0.02% | 0.07% | 0.19% | Q4 2014 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 28 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.02% | 0.22% | 0.37% | Q3 2006 | Q4 2019 | 28 |
CUTLER INVESTMENT COUNSEL LLC | 28 | 28 | 0.97% | 1.31% | 1.63% | Q4 2016 | Q3 2023 | 28 |
Willis Investment Counsel | 28 | 28 | 0.34% | 1.47% | 2.61% | Q3 2016 | Q2 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Balentine LLC | 14 | 5 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Fiera Capital Corp | 14 | 1 | 0.00% | 0.10% | 0.35% | Q4 2013 | Q2 2022 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 6 | 0.04% | 0.21% | 0.62% | Q2 2013 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 18 | 1 | 0.00% | 0.47% | 1.11% | Q2 2013 | Q3 2023 | 28 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Carroll Financial Associates, Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 27 |
AJO, LP | 17 | 5 | 0.01% | 0.65% | 1.24% | Q2 2013 | Q4 2020 | 27 |
PGGM Investments | 19 | 1 | 0.00% | 0.13% | 0.26% | Q1 2013 | Q2 2023 | 27 |
Frontier Wealth Management LLC | 19 | 2 | 0.00% | 0.14% | 0.40% | Q4 2014 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.17% | 0.34% | Q2 2013 | Q4 2019 | 27 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.05% | 0.12% | Q1 2013 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.06% | 0.11% | Q3 2013 | Q2 2020 | 27 |
Man Group plc | 23 | 23 | 0.00% | 0.14% | 0.65% | Q1 2018 | Q3 2023 | 27 |
Assenagon Asset Management S.A. | 15 | 12 | 0.00% | 0.05% | 0.32% | Q4 2016 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 27 |
INSPIRION WEALTH ADVISORS, LLC | 27 | 27 | 0.14% | 0.52% | 1.62% | Q1 2017 | Q3 2023 | 27 |
HENNESSY ADVISORS INC | 23 | 4 | 0.04% | 0.16% | 0.56% | Q2 2013 | Q4 2021 | 27 |
Morris Capital Advisors, LLC | 27 | 27 | 0.14% | 0.23% | 0.32% | Q1 2016 | Q3 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Bridgewater Associates | 15 | 1 | 0.01% | 0.21% | 0.55% | Q4 2013 | Q3 2023 | 27 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 5 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q2 2021 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.00% | 0.11% | 0.24% | Q4 2013 | Q2 2020 | 27 |
Independent Advisor Alliance | 15 | 12 | 0.00% | 0.08% | 0.68% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
FIL Ltd | 24 | 1 | 0.01% | 0.08% | 0.21% | Q1 2014 | Q3 2023 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.09% | 0.15% | Q3 2016 | Q3 2023 | 26 |
Kiwi Wealth Investments Limited Partnership | 16 | 1 | 0.03% | 1.82% | 4.43% | Q2 2013 | Q2 2023 | 26 |
SVB WEALTH LLC | 17 | 9 | 0.01% | 0.08% | 0.27% | Q4 2014 | Q3 2023 | 26 |
Simmons Bank | 26 | 26 | 0.04% | 0.09% | 0.13% | Q2 2017 | Q3 2023 | 26 |
MONARCH CAPITAL MANAGEMENT INC/ | 26 | 26 | 0.30% | 1.54% | 2.36% | Q2 2017 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 26 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 17 | 9 | 0.10% | 0.44% | 0.90% | Q2 2013 | Q4 2019 | 26 |
Capital Investment Counsel, Inc | 26 | 26 | 0.14% | 0.22% | 0.31% | Q2 2017 | Q3 2023 | 26 |
Convergence Investment Partners, LLC | 8 | 1 | 0.02% | 0.24% | 0.65% | Q2 2013 | Q1 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.26% | 0.96% | Q2 2013 | Q3 2019 | 26 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2022 | 26 |
AE Wealth Management LLC | 18 | 8 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.18% | 0.37% | Q2 2013 | Q3 2019 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 26 |
Engineers Gate Manager LP | 11 | 1 | 0.01% | 0.14% | 0.41% | Q1 2015 | Q2 2023 | 26 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 3 | 0.01% | 0.08% | 0.14% | Q1 2014 | Q1 2021 | 26 |
PRUDENTIAL PLC | 15 | 2 | 0.00% | 0.05% | 0.23% | Q4 2014 | Q3 2023 | 26 |
L. Roy Papp & Associates, LLP | 18 | 1 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q3 2023 | 26 |
Nicholas Hoffman & Company, LLC. | 26 | 26 | 0.01% | 0.20% | 0.43% | Q2 2017 | Q3 2023 | 26 |
Mechanics Bank Trust Department | 26 | 26 | 0.10% | 0.51% | 1.11% | Q2 2013 | Q3 2019 | 26 |
FIRST QUADRANT LLC/CA | 25 | 1 | 0.04% | 0.38% | 0.92% | Q2 2013 | Q1 2020 | 26 |
NATIXIS | 11 | 1 | 0.00% | 0.07% | 0.27% | Q3 2013 | Q2 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2019 | 26 |
MURPHY CAPITAL MANAGEMENT INC | 26 | 26 | 0.08% | 0.18% | 0.41% | Q2 2013 | Q3 2019 | 26 |
Formidable Asset Management, LLC | 11 | 1 | 0.06% | 0.19% | 0.76% | Q3 2013 | Q3 2023 | 26 |
Zurich Insurance Group Ltd/FI | 13 | 3 | 0.02% | 0.09% | 0.40% | Q3 2015 | Q3 2023 | 26 |
WEIK CAPITAL MANAGEMENT | 26 | 26 | 0.10% | 0.18% | 0.25% | Q2 2017 | Q3 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 17 | 1 | 0.01% | 0.04% | 0.14% | Q1 2016 | Q3 2023 | 26 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 15 | 11 | 0.30% | 0.42% | 0.85% | Q2 2013 | Q1 2023 | 26 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.39% | 0.75% | Q4 2014 | Q3 2023 | 26 |
PRIVATE MANAGEMENT GROUP INC | 26 | 26 | 0.16% | 1.03% | 1.92% | Q2 2017 | Q3 2023 | 26 |
Connor, Clark & Lunn Investment Management Ltd. | 14 | 3 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 25 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 25 | 25 | 0.01% | 0.15% | 0.36% | Q3 2014 | Q3 2020 | 25 |
BINGHAM OSBORN & SCARBOROUGH LLC | 25 | 25 | 0.09% | 0.15% | 0.23% | Q3 2014 | Q3 2020 | 25 |
CONTINENTAL ADVISORS LLC | 19 | 19 | 0.25% | 1.35% | 2.52% | Q2 2017 | Q4 2021 | 25 |
Ancora Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 25 |
Truepoint, Inc. | 13 | 12 | 0.01% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 25 |
ROCKY MOUNTAIN ADVISERS, LLC | 25 | 25 | 0.02% | 0.17% | 0.47% | Q3 2017 | Q3 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 25 |
BALASA DINVERNO & FOLTZ LLC | 18 | 2 | 0.03% | 0.12% | 0.28% | Q1 2015 | Q3 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.06% | 0.12% | 0.34% | Q2 2013 | Q2 2019 | 25 |
AMICA MUTUAL INSURANCE CO | 25 | 25 | 0.18% | 0.23% | 0.31% | Q2 2013 | Q2 2019 | 25 |
STEVENS CAPITAL MANAGEMENT LP | 12 | 1 | 0.11% | 0.37% | 0.64% | Q2 2013 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 24 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.52% | 0.68% | 0.84% | Q3 2017 | Q3 2023 | 25 |
Capital Advisors, Ltd. LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
OLD SECOND NATIONAL BANK OF AURORA | 25 | 25 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2019 | 25 |
FRED ALGER MANAGEMENT, LLC | 15 | 10 | 0.00% | 0.18% | 0.91% | Q2 2013 | Q4 2020 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q2 2023 | 25 |
KWMG, LLC | 25 | 25 | 0.46% | 0.65% | 0.84% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.06% | 0.14% | Q1 2016 | Q1 2022 | 25 |
Boston Partners | 24 | 1 | 0.00% | 0.10% | 0.62% | Q2 2013 | Q3 2023 | 25 |
Diligent Investors, LLC | 25 | 25 | 0.15% | 0.23% | 0.44% | Q3 2017 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 12 | 5 | 0.03% | 0.25% | 0.43% | Q1 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 18 | 1 | 0.02% | 1.08% | 3.70% | Q4 2014 | Q1 2022 | 24 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 24 |
Community Bank, N.A. | 23 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2022 | 24 |
SeaBridge Investment Advisors LLC | 24 | 24 | 0.20% | 0.32% | 0.39% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
BP PLC | 9 | 2 | 0.03% | 0.19% | 0.62% | Q3 2014 | Q2 2021 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 24 | 24 | 0.01% | 0.49% | 0.91% | Q2 2016 | Q1 2022 | 24 |
OppenheimerFunds, Inc. | 17 | 7 | 0.01% | 0.05% | 0.23% | Q1 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.16% | 0.32% | Q2 2013 | Q1 2019 | 24 |
Robeco Schweiz AG | 17 | 7 | 0.02% | 0.16% | 0.63% | Q3 2015 | Q1 2023 | 24 |
ClariVest Asset Management LLC | 13 | 3 | 0.00% | 0.87% | 1.77% | Q2 2013 | Q3 2023 | 24 |
HOWE & RUSLING INC | 14 | 10 | 0.00% | 0.38% | 1.92% | Q2 2013 | Q4 2019 | 24 |
GLOBEFLEX CAPITAL L P | 14 | 2 | 0.02% | 0.20% | 0.89% | Q2 2013 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 2.85% | 3.57% | 4.57% | Q4 2017 | Q3 2023 | 24 |
GW HENSSLER & ASSOCIATES LTD | 24 | 24 | 0.53% | 1.45% | 2.19% | Q4 2017 | Q3 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.04% | 0.13% | 0.20% | Q1 2016 | Q3 2023 | 24 |
Advanced Asset Management Advisors Inc | 24 | 24 | 0.30% | 0.80% | 1.29% | Q4 2017 | Q3 2023 | 24 |
NAVELLIER & ASSOCIATES INC | 16 | 3 | 0.03% | 0.98% | 2.81% | Q1 2015 | Q3 2023 | 24 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 1 | 0.00% | 0.43% | 2.64% | Q4 2015 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Dana Investment Advisors, Inc. | 13 | 11 | 0.02% | 0.94% | 2.05% | Q2 2013 | Q3 2023 | 24 |
Copeland Capital Management, LLC | 14 | 10 | 0.00% | 0.43% | 1.46% | Q4 2014 | Q3 2023 | 24 |
Voya Financial Advisors, Inc. | 24 | 24 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q1 2021 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q1 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.25% | 0.64% | Q4 2017 | Q3 2023 | 24 |
SCHWARTZ INVESTMENT COUNSEL INC | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MV CAPITAL MANAGEMENT, INC. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 24 |
ClearBridge Investments | 9 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 24 |
NAPLES GLOBAL ADVISORS, LLC | 24 | 24 | 0.20% | 0.25% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Amica Retiree Medical Trust | 23 | 23 | 0.15% | 0.21% | 0.30% | Q4 2013 | Q2 2019 | 23 |
AGF Investments LLC | 23 | 23 | 0.00% | 0.21% | 0.76% | Q4 2016 | Q2 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.07% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Meiji Yasuda Life Insurance Co | 15 | 4 | 0.01% | 0.21% | 0.49% | Q2 2013 | Q1 2022 | 23 |
ALLSTATE CORP | 14 | 1 | 0.02% | 0.18% | 0.85% | Q3 2014 | Q4 2022 | 23 |
PEOPLES BANK /OH | 17 | 6 | 0.15% | 0.19% | 0.24% | Q4 2017 | Q3 2023 | 23 |
C M BIDWELL & ASSOCIATES LTD | 13 | 2 | 0.00% | 0.56% | 2.31% | Q2 2013 | Q1 2023 | 23 |
Allworth Financial LP | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.00% | 0.07% | 0.23% | Q1 2018 | Q3 2023 | 23 |
HUSSMAN STRATEGIC ADVISORS, INC. | 7 | 2 | 0.09% | 0.72% | 1.52% | Q2 2013 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 3 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q2 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.15% | 0.21% | 0.33% | Q2 2013 | Q4 2018 | 23 |
Kistler-Tiffany Companies, LLC | 21 | 2 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q2 2023 | 23 |
Capital World Investors | 12 | 11 | 0.02% | 0.19% | 0.62% | Q4 2014 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 23 |
Private Ocean, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
REGENTATLANTIC CAPITAL LLC | 16 | 1 | 0.01% | 0.07% | 0.25% | Q4 2014 | Q3 2022 | 23 |
SignalPoint Asset Management, LLC | 14 | 9 | 0.06% | 0.10% | 0.13% | Q4 2014 | Q3 2023 | 23 |
Norway Savings Bank | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 23 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 6 | 0.02% | 0.09% | 0.23% | Q3 2017 | Q3 2023 | 23 |
Shoker Investment Counsel, Inc. | 13 | 2 | 0.09% | 0.27% | 0.51% | Q4 2013 | Q2 2023 | 23 |
HighPoint Advisor Group LLC | 13 | 1 | 0.03% | 0.07% | 0.15% | Q4 2015 | Q2 2022 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.04% | 0.14% | 0.29% | Q1 2018 | Q3 2023 | 23 |
NewSquare Capital LLC | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.02% | 0.28% | 1.51% | Q1 2015 | Q3 2023 | 23 |
FIRST MERCANTILE TRUST CO | 13 | 1 | 0.01% | 0.15% | 0.29% | Q2 2013 | Q3 2021 | 22 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2021 | 22 |
VALLEY NATIONAL ADVISERS INC | 17 | 5 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q2 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 1 | 0.00% | 0.13% | 0.64% | Q2 2015 | Q2 2023 | 22 |
MADISON INVESTMENT HOLDINGS INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
BDO Wealth Advisors, LLC | 12 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 22 |
SENTINEL TRUST CO LBA | 11 | 1 | 0.03% | 0.51% | 1.12% | Q2 2013 | Q2 2021 | 22 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 15 | 2 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 22 |
Wealthquest Corp | 14 | 2 | 0.03% | 0.10% | 0.43% | Q4 2014 | Q3 2023 | 22 |
MARKSTON INTERNATIONAL LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Oakworth Capital, Inc. | 22 | 22 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q1 2019 | 22 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 22 |
One Wealth Advisors, LLC | 22 | 22 | 0.03% | 0.20% | 0.38% | Q2 2018 | Q3 2023 | 22 |
Traynor Capital Management, Inc. | 17 | 3 | 0.00% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 17 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 22 |
Rafferty Asset Management, LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q1 2015 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Boston Common Asset Management, LLC | 22 | 22 | 0.09% | 0.25% | 0.54% | Q1 2017 | Q2 2022 | 22 |
CORNERCAP INVESTMENT COUNSEL INC | 10 | 1 | 0.02% | 0.89% | 2.21% | Q2 2013 | Q4 2022 | 22 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.01% | 0.11% | Q3 2018 | Q3 2023 | 21 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 20 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2018 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.07% | 0.19% | 0.35% | Q2 2013 | Q2 2018 | 21 |
Trust Investment Advisors | 21 | 21 | 0.66% | 1.08% | 2.04% | Q4 2013 | Q4 2018 | 21 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.00% | 0.08% | 0.42% | Q3 2011 | Q3 2020 | 21 |
USS Investment Management Ltd | 15 | 1 | 0.01% | 0.30% | 1.60% | Q2 2014 | Q3 2023 | 21 |
Corient Capital Partners, LLC | 13 | 8 | 0.04% | 0.11% | 0.23% | Q2 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Evanston Investments, Inc., dba Evanston Advisors | 11 | 10 | 1.40% | 2.01% | 2.43% | Q2 2013 | Q4 2018 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2019 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 18 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 21 |
Prospera Financial Services Inc | 17 | 4 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Field & Main Bank | 12 | 4 | 0.01% | 0.12% | 0.41% | Q2 2014 | Q2 2023 | 21 |
HBK INVESTMENTS L P | 8 | 2 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 21 |
ETRADE Capital Management LLC | 11 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 21 |
Richard C. Young & CO., LTD. | 21 | 21 | 0.63% | 0.93% | 1.27% | Q3 2018 | Q3 2023 | 21 |
Pettee Investors, Inc. | 21 | 21 | 0.24% | 0.40% | 0.84% | Q3 2018 | Q3 2023 | 21 |
FineMark National Bank & Trust | 15 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 21 |
Lombard Odier Asset Management (Switzerland) SA | 14 | 1 | 0.02% | 0.14% | 0.47% | Q2 2014 | Q1 2023 | 21 |
IHT Wealth Management, LLC | 15 | 6 | 0.01% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 21 |
Jupiter Investment Management Ltd | 10 | 1 | 0.00% | 0.66% | 1.96% | Q2 2013 | Q1 2020 | 21 |
Hirtle Callaghan & Co LLC | 15 | 6 | 0.00% | 0.06% | 0.18% | Q3 2013 | Q4 2018 | 21 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.06% | 0.32% | 1.22% | Q4 2013 | Q3 2023 | 21 |
AFFINITY INVESTMENT ADVISORS, LLC | 13 | 8 | 0.09% | 0.75% | 1.39% | Q2 2013 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
UMB Bank, n.a. | 10 | 3 | 0.00% | 0.03% | 0.25% | Q3 2013 | Q3 2023 | 21 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
JACOBS & CO/CA | 19 | 1 | 0.02% | 0.29% | 0.93% | Q2 2013 | Q1 2022 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q1 2018 | 20 |
OSSIAM | 20 | 20 | 0.03% | 0.20% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Alpha Omega Wealth Management LLC | 15 | 5 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.06% | 0.29% | Q4 2018 | Q3 2023 | 20 |
WEST PACES ADVISORS INC. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2021 | 20 |
Atlas Brown,Inc. | 16 | 1 | 0.04% | 0.21% | 0.33% | Q4 2017 | Q3 2023 | 20 |
ALPHA WINDWARD LLC | 8 | 2 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q3 2020 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.07% | 0.39% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 16 | 1 | 0.00% | 0.01% | 0.16% | Q4 2013 | Q4 2020 | 20 |
FIRST MIDWEST BANK TRUST DIVISION | 16 | 4 | 0.04% | 0.38% | 0.78% | Q2 2013 | Q4 2018 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 20 |
Buckingham Capital Management, Inc. | 16 | 1 | 0.04% | 0.78% | 1.32% | Q2 2013 | Q3 2019 | 20 |
Jaffetilchin Investment Partners, LLC | 10 | 1 | 0.02% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 20 |
EQUITY INVESTMENT CORP | 20 | 20 | 0.02% | 2.27% | 3.68% | Q2 2017 | Q1 2022 | 20 |
O'Dell Group, LLC | 12 | 1 | 0.08% | 0.15% | 0.22% | Q4 2016 | Q3 2023 | 20 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.39% | 1.09% | Q1 2016 | Q3 2023 | 20 |
MAVERICK CAPITAL LTD | 8 | 2 | 0.00% | 0.04% | 0.18% | Q1 2015 | Q3 2023 | 20 |
Centiva Capital, LP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.15% | 0.25% | 0.37% | Q4 2018 | Q3 2023 | 20 |
AustralianSuper Pty Ltd | 20 | 20 | 0.03% | 0.35% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.09% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.29% | 0.39% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.04% | 0.22% | 0.36% | Q1 2013 | Q4 2017 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 20 | 20 | 0.01% | 0.17% | 1.41% | Q2 2016 | Q1 2021 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.29% | 1.05% | Q4 2014 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
M&R CAPITAL MANAGEMENT INC | 10 | 4 | 0.00% | 0.08% | 0.60% | Q2 2016 | Q4 2023 | 19 |
MAI Capital Management | 8 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.11% | 0.42% | Q1 2015 | Q3 2019 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.84% | 1.63% | 2.54% | Q4 2015 | Q2 2020 | 19 |
Torch Wealth Management LLC | 12 | 1 | 0.01% | 0.17% | 0.36% | Q4 2013 | Q4 2019 | 19 |
COLONY GROUP LLC | 16 | 3 | 0.01% | 0.71% | 1.75% | Q3 2013 | Q1 2019 | 19 |
Sowell Financial Services LLC | 17 | 1 | 0.03% | 0.13% | 0.26% | Q4 2016 | Q3 2023 | 19 |
Cardinal Capital Management, Inc. | 13 | 6 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 19 |
Vectors Research Management, LLC | 15 | 4 | 0.00% | 0.05% | 0.23% | Q4 2018 | Q3 2023 | 19 |
CORNERSTONE ADVISORS INC | 12 | 7 | 0.04% | 0.21% | 0.39% | Q3 2013 | Q4 2018 | 19 |
ALPS ADVISORS INC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 19 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 5 | 0.00% | 0.05% | 0.19% | Q4 2016 | Q3 2023 | 19 |
Bristlecone Advisors, LLC | 9 | 2 | 0.05% | 0.31% | 1.39% | Q4 2015 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Checchi Capital Advisers, LLC | 10 | 9 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 19 |
CI INVESTMENTS INC. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Wealthfront Advisers LLC | 17 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Summit Global Investments | 10 | 4 | 0.02% | 0.39% | 0.94% | Q4 2017 | Q3 2023 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 9 | 2 | 0.01% | 0.68% | 2.13% | Q2 2013 | Q3 2018 | 19 |
SANDERS MORRIS HARRIS LLC | 10 | 1 | 0.04% | 0.15% | 0.25% | Q1 2016 | Q3 2023 | 19 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 16 | 3 | 0.01% | 0.68% | 2.12% | Q2 2018 | Q2 2023 | 19 |
Aristotle Capital Management, LLC | 19 | 19 | 0.23% | 0.90% | 2.04% | Q3 2014 | Q1 2019 | 19 |
Moors & Cabot, Inc. | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 19 |
TIAA, FSB | 11 | 8 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2023 | 19 |
COLRAIN CAPITAL LLC | 19 | 19 | 0.58% | 2.40% | 3.71% | Q2 2013 | Q4 2017 | 19 |
Unison Advisors LLC | 19 | 19 | 0.40% | 0.83% | 1.78% | Q4 2017 | Q2 2022 | 19 |
Larson Financial Group LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 17 | 1 | 0.00% | 0.62% | 1.08% | Q2 2013 | Q4 2017 | 19 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 18 |
Cetera Investment Advisers | 12 | 1 | 0.02% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2021 | 18 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 18 | 18 | 0.04% | 0.07% | 0.11% | Q1 2014 | Q2 2018 | 18 |
SIGMA INVESTMENT COUNSELORS INC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 18 |
BRIGHTON JONES LLC | 16 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.06% | 0.10% | 0.26% | Q2 2013 | Q3 2017 | 18 |
FRONTIER INVESTMENT MGMT CO | 9 | 7 | 0.00% | 0.07% | 0.17% | Q2 2016 | Q2 2020 | 18 |
Legg Mason Asset Management (Japan) Co., Ltd. | 6 | 3 | 0.57% | 0.79% | 1.02% | Q2 2013 | Q4 2021 | 18 |
Glenview Trust Co | 16 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q1 2022 | 18 |
Keystone Financial Group | 16 | 2 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 18 |
CI Global Investments Inc. | 13 | 2 | 0.01% | 1.44% | 6.26% | Q2 2013 | Q3 2018 | 18 |
SECURITY NATIONAL TRUST CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 18 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 18 |
First Command Bank | 14 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 12 | 3 | 0.00% | 0.02% | 0.26% | Q4 2016 | Q3 2023 | 18 |
Legacy Financial Advisors, Inc. | 11 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 18 |
First Command Financial Services, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.07% | 0.33% | Q3 2017 | Q3 2023 | 18 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.24% | 0.72% | Q4 2013 | Q4 2022 | 18 |
Clark Capital Management Group, Inc. | 16 | 2 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q1 2021 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.02% | 0.09% | 0.25% | Q2 2015 | Q3 2020 | 18 |
Symmetry Partners, LLC | 15 | 3 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q4 2023 | 18 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18 | 18 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Grove Bank & Trust | 9 | 9 | 0.06% | 0.16% | 0.34% | Q4 2015 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 18 |
BREITER CAPITAL MANAGEMENT INC | 18 | 18 | 0.04% | 0.96% | 1.75% | Q4 2017 | Q1 2022 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.41% | 0.64% | 0.84% | Q2 2019 | Q3 2023 | 18 |
Bell Asset Management Ltd | 17 | 1 | 0.85% | 1.67% | 2.37% | Q4 2017 | Q3 2023 | 18 |
ALTRINSIC GLOBAL ADVISORS LLC | 15 | 3 | 0.44% | 1.03% | 1.70% | Q2 2018 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 12 | 6 | 0.02% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Cipher Capital LP | 11 | 1 | 0.11% | 0.41% | 1.11% | Q3 2013 | Q1 2023 | 18 |
LCNB CORP | 17 | 1 | 0.14% | 0.31% | 0.49% | Q4 2018 | Q3 2023 | 18 |
Perigon Wealth Management, LLC | 14 | 1 | 0.00% | 0.03% | 0.07% | Q3 2011 | Q3 2023 | 17 |
LMR Partners LLP | 9 | 1 | 0.01% | 0.20% | 0.66% | Q1 2014 | Q4 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.25% | 0.35% | Q2 2013 | Q2 2017 | 17 |
Natixis Investment Managers International | 13 | 2 | 0.00% | 0.37% | 1.12% | Q4 2014 | Q2 2022 | 17 |
Clearstead Advisors, LLC | 16 | 1 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 17 |
Haverford Trust Co | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TCW GROUP INC | 15 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 17 |
AGF INVESTMENTS INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 17 |
Pensionfund DSM Netherlands | 10 | 7 | 0.06% | 0.59% | 1.07% | Q2 2013 | Q4 2021 | 17 |
LORD, ABBETT & CO. LLC | 6 | 1 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2021 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.10% | 0.19% | Q1 2018 | Q1 2022 | 17 |
BANK OF THE WEST | 17 | 17 | 0.05% | 0.25% | 0.60% | Q2 2016 | Q2 2020 | 17 |
HERNDON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.39% | 2.25% | Q2 2013 | Q2 2017 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 17 | 17 | 0.04% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 5 | 0.00% | 0.07% | 0.17% | Q3 2014 | Q1 2022 | 17 |
HERMES INVESTMENT MANAGEMENT LTD | 17 | 17 | 0.01% | 0.30% | 0.80% | Q2 2013 | Q2 2017 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 17 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.15% | 0.78% | Q3 2016 | Q2 2023 | 17 |
RENAISSANCE GROUP LLC | 17 | 17 | 0.08% | 0.65% | 1.47% | Q2 2013 | Q2 2017 | 17 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 13 | 2 | 0.00% | 0.38% | 1.45% | Q3 2013 | Q1 2019 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Cable Hill Partners, LLC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.06% | 0.26% | 0.41% | Q3 2017 | Q3 2021 | 17 |
ZEVIN ASSET MANAGEMENT LLC | 17 | 17 | 1.10% | 1.74% | 2.29% | Q3 2019 | Q3 2023 | 17 |
MCKINLEY CAPITAL MANAGEMENT LLC | 15 | 2 | 0.00% | 1.19% | 2.08% | Q2 2013 | Q3 2022 | 17 |
LINCLUDEN MANAGEMENT LTD | 17 | 17 | 0.48% | 0.59% | 0.76% | Q3 2019 | Q3 2023 | 17 |
CHEMICAL BANK | 16 | 1 | 0.02% | 0.17% | 0.34% | Q3 2013 | Q2 2018 | 17 |
CAAS CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.04% | 0.22% | Q1 2020 | Q3 2022 | 17 |
Wallington Asset Management, LLC | 17 | 17 | 1.26% | 2.98% | 4.58% | Q2 2013 | Q2 2017 | 17 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.39% | 0.89% | Q3 2013 | Q2 2022 | 17 |
CenturyLink Investment Management Co | 17 | 17 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q2 2017 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.01% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 17 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.12% | 0.55% | 1.55% | Q4 2018 | Q4 2022 | 17 |
Aspire Private Capital, LLC | 16 | 1 | 0.00% | 0.03% | 0.23% | Q4 2018 | Q3 2023 | 17 |
DUNCKER STREETT & CO INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.07% | 0.81% | Q4 2019 | Q4 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 6 | 1 | 0.00% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 17 |
Manning & Napier Group, LLC | 16 | 1 | 0.00% | 0.11% | 0.20% | Q2 2018 | Q1 2023 | 17 |
FORSTA AP-FONDEN | 15 | 1 | 0.09% | 0.15% | 0.28% | Q4 2015 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.02% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 17 |
Caption Management, LLC | 5 | 1 | 0.01% | 0.15% | 0.88% | Q4 2017 | Q4 2022 | 17 |
MU Investments Co., Ltd. | 17 | 17 | 0.02% | 0.22% | 0.37% | Q2 2013 | Q2 2017 | 17 |
Morningstar Investment Services LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.10% | 0.13% | 0.18% | Q4 2017 | Q4 2021 | 17 |
Westover Capital Advisors, LLC | 16 | 1 | 0.15% | 1.76% | 3.85% | Q2 2013 | Q3 2017 | 17 |
CX Institutional | 9 | 2 | 0.00% | 0.19% | 0.43% | Q4 2018 | Q3 2023 | 17 |
Mount Lucas Management LP | 5 | 4 | 0.05% | 0.88% | 1.49% | Q3 2013 | Q3 2021 | 17 |
TOMPKINS FINANCIAL CORP | 16 | 16 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.95% | 1.28% | 1.56% | Q2 2013 | Q1 2017 | 16 |
Berkshire Hathaway | 16 | 16 | 0.23% | 0.64% | 0.92% | Q4 2019 | Q3 2023 | 16 |
BBVA USA Bancshares, Inc. | 15 | 1 | 0.00% | 0.17% | 0.43% | Q4 2013 | Q4 2019 | 16 |
683 Capital Management, LLC | 11 | 11 | 0.15% | 0.73% | 1.66% | Q2 2018 | Q4 2020 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.25% | 0.46% | 0.79% | Q4 2019 | Q3 2023 | 16 |
BRUNI J V & CO /CO | 16 | 16 | 3.16% | 3.97% | 5.12% | Q2 2013 | Q1 2017 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.28% | 0.38% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
Arlington Partners LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Catalyst Capital Advisors LLC | 11 | 1 | 0.01% | 0.28% | 1.32% | Q1 2014 | Q2 2023 | 16 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.05% | 0.25% | Q4 2015 | Q3 2023 | 16 |
HAHN CAPITAL MANAGEMENT LLC | 16 | 16 | 2.74% | 4.26% | 4.98% | Q2 2013 | Q1 2017 | 16 |
Goelzer Investment Management, Inc. | 16 | 16 | 0.02% | 0.42% | 0.57% | Q1 2017 | Q4 2020 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AMF Tjanstepension AB | 9 | 7 | 0.07% | 0.41% | 0.98% | Q4 2014 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.05% | 0.16% | Q4 2015 | Q2 2020 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 2 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q4 2022 | 16 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 4 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 7 | 1 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q1 2023 | 16 |
CrestPoint Capital Management, LLC | 16 | 16 | 0.10% | 0.39% | 0.70% | Q1 2014 | Q4 2017 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 16 |
FIRST CITIZENS BANK & TRUST CO | 16 | 16 | 0.04% | 1.03% | 1.95% | Q2 2013 | Q1 2017 | 16 |
Cerity Partners LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.03% | 0.12% | 0.35% | Q4 2018 | Q3 2022 | 16 |
Sterling Capital Management LLC | 11 | 1 | 0.00% | 0.06% | 0.28% | Q3 2013 | Q4 2018 | 16 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Horan Capital Advisors, LLC. | 7 | 1 | 0.00% | 1.06% | 1.98% | Q2 2013 | Q3 2020 | 16 |
PROFFITT & GOODSON INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 1 | 0.01% | 0.80% | 1.70% | Q2 2013 | Q3 2022 | 16 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.10% | 0.58% | Q3 2014 | Q2 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Richard Bernstein Advisors LLC | 8 | 1 | 0.01% | 0.21% | 0.46% | Q2 2013 | Q2 2023 | 16 |
DENALI ADVISORS LLC | 10 | 3 | 0.00% | 0.41% | 1.34% | Q2 2013 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 11 | 4 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q2 2017 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.08% | 0.33% | Q2 2013 | Q1 2017 | 16 |
Forester Capital Management, LTD | 14 | 2 | 1.45% | 3.57% | 4.82% | Q2 2013 | Q2 2017 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.02% | 1.01% | 2.58% | Q4 2019 | Q3 2023 | 16 |
RR PARTNERS LP | 16 | 16 | 2.07% | 9.24% | 13.45% | Q2 2013 | Q1 2017 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.04% | 0.12% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.08% | 0.18% | 0.39% | Q4 2019 | Q3 2023 | 16 |
SASCO CAPITAL INC / CT/ | 16 | 16 | 1.23% | 3.27% | 5.23% | Q1 2018 | Q4 2021 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 1.71% | 2.30% | 3.62% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.11% | 0.61% | 1.10% | Q2 2013 | Q1 2017 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.41% | 0.98% | 2.40% | Q4 2019 | Q3 2023 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.24% | 0.32% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.70% | 1.18% | Q4 2019 | Q3 2023 | 16 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 7 | 1 | 0.00% | 0.19% | 0.73% | Q2 2013 | Q1 2019 | 15 |
FIRST HAWAIIAN BANK | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.15% | 0.49% | Q2 2018 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Regent Peak Wealth Advisors LLC | 15 | 15 | 0.11% | 0.14% | 0.17% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Quinn Opportunity Partners LLC | 9 | 1 | 0.08% | 0.67% | 1.44% | Q3 2017 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q1 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
THOMPSON DAVIS & CO., INC. | 15 | 15 | 0.01% | 0.09% | 0.41% | Q4 2013 | Q2 2017 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.10% | 0.34% | 0.49% | Q2 2013 | Q4 2016 | 15 |
Souders Financial Advisors | 15 | 15 | 0.06% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Reynders McVeigh Capital Management, LLC | 13 | 1 | 0.01% | 1.51% | 2.91% | Q3 2014 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CSat Investment Advisory, L.P. | 12 | 3 | 0.01% | 0.90% | 4.90% | Q1 2016 | Q1 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Zebra Capital Management LLC | 7 | 2 | 0.27% | 0.66% | 1.51% | Q2 2013 | Q4 2018 | 15 |
Argent Trust Co | 15 | 15 | 0.07% | 0.10% | 0.14% | Q2 2018 | Q4 2021 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.45% | 0.58% | 0.83% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
WestEnd Advisors, LLC | 11 | 1 | 0.00% | 2.08% | 5.08% | Q2 2016 | Q3 2023 | 15 |
COURIER CAPITAL LLC | 13 | 2 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 15 |
Cascade Investment Advisors, Inc. | 14 | 1 | 0.98% | 1.24% | 1.46% | Q2 2016 | Q1 2020 | 15 |
Strategic Global Advisors, LLC | 10 | 5 | 0.11% | 0.93% | 1.28% | Q4 2014 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Artemis Investment Management LLP | 6 | 4 | 0.00% | 0.29% | 1.16% | Q3 2014 | Q1 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Brookstone Capital Management | 13 | 2 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Bison Wealth, LLC | 7 | 2 | 0.07% | 0.14% | 0.19% | Q1 2015 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.14% | 0.25% | 0.34% | Q2 2013 | Q4 2016 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.51% | 0.55% | 0.59% | Q3 2011 | Q3 2015 | 15 |
TRUE Private Wealth Advisors | 8 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 15 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 6 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q1 2023 | 15 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.02% | 0.31% | 0.94% | Q4 2014 | Q1 2020 | 15 |
Horizon Investment Services, LLC | 15 | 15 | 1.88% | 2.69% | 3.47% | Q2 2013 | Q4 2016 | 15 |
HARVEY INVESTMENT CO LLC | 15 | 15 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Ethic Inc. | 15 | 15 | 0.13% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 13 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q1 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.33% | 1.87% | Q1 2017 | Q3 2020 | 15 |
Principal Street Partners, LLC | 8 | 3 | 0.05% | 0.11% | 0.37% | Q3 2019 | Q3 2023 | 15 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.06% | 0.36% | 0.96% | Q1 2014 | Q1 2022 | 15 |
Palouse Capital Management, Inc. | 15 | 15 | 0.49% | 1.35% | 3.02% | Q2 2016 | Q4 2019 | 15 |
Hillsdale Investment Management Inc. | 10 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2022 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Merriman Wealth Management, LLC | 12 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 15 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Certified Advisory Corp | 11 | 4 | 0.04% | 0.27% | 0.46% | Q4 2017 | Q4 2021 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.11% | 0.18% | 0.23% | Q2 2013 | Q4 2016 | 15 |
NEW YORK LIFE TRUST CO | 15 | 15 | 0.03% | 0.55% | 0.67% | Q2 2013 | Q4 2016 | 15 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.17% | 0.61% | Q2 2013 | Q2 2022 | 14 |
CWH Capital Management, Inc. | 10 | 4 | 1.42% | 2.02% | 2.77% | Q4 2013 | Q4 2020 | 14 |
Curbstone Financial Management Corp | 13 | 1 | 0.08% | 0.20% | 0.25% | Q1 2014 | Q1 2022 | 14 |
Majedie Asset Management Ltd | 14 | 14 | 0.11% | 0.25% | 0.42% | Q1 2017 | Q2 2020 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2017 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BOWEN HANES & CO INC | 14 | 14 | 0.01% | 0.90% | 1.61% | Q3 2014 | Q4 2017 | 14 |
JAG CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.13% | 1.37% | 3.67% | Q3 2014 | Q4 2017 | 14 |
ANALYTIC INVESTORS, LLC | 14 | 14 | 0.43% | 1.00% | 1.78% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.11% | 0.38% | 0.51% | Q2 2013 | Q3 2016 | 14 |
SAWGRASS ASSET MANAGEMENT LLC | 14 | 14 | 0.96% | 2.27% | 3.59% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.06% | 0.17% | 0.29% | Q2 2013 | Q3 2016 | 14 |
WADE G W & INC | 9 | 5 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2023 | 14 |
SCOUT INVESTMENTS, INC. | 7 | 1 | 0.05% | 0.42% | 0.80% | Q4 2014 | Q1 2023 | 14 |
MONTAG A & ASSOCIATES INC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
COUNTRY TRUST BANK | 11 | 3 | 0.00% | 0.76% | 1.28% | Q1 2017 | Q4 2020 | 14 |
GUARDIAN CAPITAL LP | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2019 | 14 |
SouthState Corp | 12 | 1 | 0.00% | 0.30% | 0.62% | Q4 2014 | Q3 2023 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.00% | 0.33% | 0.89% | Q3 2013 | Q4 2016 | 14 |
First Eagle Investment Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.24% | Q2 2013 | Q3 2016 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Estabrook Capital Management | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
Hunter Perkins Capital Management, LLC | 14 | 14 | 0.53% | 0.88% | 1.09% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.08% | 0.29% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Parcion Private Wealth LLC | 11 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 10 | 4 | 0.01% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Quantitative Investment Management, LLC | 4 | 1 | 0.06% | 0.32% | 1.20% | Q3 2013 | Q1 2023 | 14 |
Qtron Investments LLC | 9 | 1 | 0.07% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 12 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.08% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Quantinno Capital Management LP | 13 | 1 | 0.16% | 0.27% | 0.44% | Q4 2018 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 10 | 1 | 0.07% | 0.08% | 0.11% | Q4 2017 | Q1 2022 | 14 |
Axel Capital Management, LLC | 14 | 14 | 0.59% | 1.30% | 2.36% | Q2 2014 | Q3 2017 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
American Research & Management Co. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.23% | 0.50% | Q2 2013 | Q3 2016 | 14 |
American National Registered Investment Advisor, Inc. | 14 | 14 | 0.20% | 0.27% | 0.35% | Q3 2017 | Q4 2020 | 14 |
USCA RIA LLC | 13 | 1 | 0.07% | 0.24% | 0.43% | Q4 2014 | Q1 2020 | 14 |
Csenge Advisory Group | 13 | 1 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 14 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.07% | 0.15% | Q2 2017 | Q1 2022 | 14 |
Pendal Group Ltd | 6 | 1 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q4 2022 | 14 |
Sheaff Brock Investment Advisors, LLC | 9 | 5 | 0.03% | 0.22% | 0.54% | Q4 2015 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Pensionfund Sabic | 6 | 3 | 0.45% | 0.57% | 1.06% | Q1 2015 | Q4 2023 | 14 |
BKS ADVISORS, LLC | 14 | 14 | 0.13% | 0.47% | 1.10% | Q4 2015 | Q1 2019 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 14 |
Stone Ridge Asset Management LLC | 11 | 1 | 0.20% | 0.40% | 0.92% | Q4 2014 | Q2 2020 | 14 |
Penserra Capital Management LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 14 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 9 | 1 | 0.12% | 1.89% | 4.04% | Q3 2017 | Q3 2023 | 14 |
Parkwood LLC | 7 | 1 | 0.03% | 0.07% | 0.28% | Q4 2013 | Q1 2018 | 14 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Verdence Capital Advisors LLC | 7 | 6 | 0.04% | 0.11% | 0.15% | Q2 2018 | Q2 2022 | 13 |
Whitegate Investment Counselors, Inc. | 9 | 4 | 0.13% | 0.21% | 0.42% | Q4 2017 | Q3 2021 | 13 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.02% | 0.15% | Q3 2019 | Q3 2022 | 13 |
Numeric Investors LLC | 5 | 1 | 0.00% | 0.18% | 0.65% | Q2 2013 | Q4 2017 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Matarin Capital Management, LLC | 10 | 1 | 0.09% | 0.46% | 0.80% | Q2 2013 | Q3 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q4 2016 | 13 |
CIM INVESTMENT MANAGEMENT INC | 13 | 13 | 0.11% | 0.27% | 0.43% | Q1 2015 | Q1 2018 | 13 |
GLG LLC | 9 | 1 | 0.05% | 0.16% | 0.49% | Q1 2014 | Q4 2017 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 3 | 0.00% | 0.13% | 0.26% | Q1 2017 | Q3 2020 | 13 |
SMITH ASSET MANAGEMENT GROUP LP | 12 | 1 | 0.25% | 2.25% | 2.76% | Q2 2013 | Q1 2018 | 13 |
IMA Wealth, Inc. | 10 | 3 | 0.00% | 0.52% | 0.96% | Q3 2016 | Q3 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 13 |
Pinkerton Retirement Specialists, LLC | 12 | 1 | 0.01% | 0.56% | 0.86% | Q1 2015 | Q4 2022 | 13 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 3 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q4 2016 | 13 |
Quotient Investors, LLC | 13 | 13 | 0.72% | 1.12% | 2.05% | Q3 2014 | Q3 2017 | 13 |
Ballentine Partners, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 13 |
FULTON BANK, N.A. | 6 | 2 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q2 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 13 | 13 | 0.02% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.47% | 1.24% | 1.92% | Q4 2016 | Q4 2019 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.23% | 0.42% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Elite Wealth Management, Inc. | 13 | 13 | 0.01% | 1.47% | 2.33% | Q3 2013 | Q3 2016 | 13 |
AHL Partners LLP | 8 | 5 | 0.01% | 0.13% | 0.48% | Q3 2014 | Q4 2017 | 13 |
Harvest Fund Management Co., Ltd | 5 | 2 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 13 |
Financial Enhancement Group LLC | 13 | 13 | 0.00% | 0.14% | 1.88% | Q3 2019 | Q3 2022 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 13 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 13 |
Ifrah Financial Services, Inc. | 13 | 13 | 0.21% | 0.27% | 0.39% | Q2 2013 | Q2 2016 | 13 |
Diversified Trust Co | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
HM PAYSON & CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Ayalon Insurance Comp Ltd. | 9 | 4 | 0.05% | 0.39% | 0.72% | Q1 2015 | Q1 2022 | 13 |
AEGON ASSET MANAGEMENT UK PLC | 13 | 13 | 0.25% | 0.47% | 0.69% | Q2 2020 | Q2 2023 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Melvin Capital Management LP | 4 | 1 | 0.13% | 1.00% | 3.13% | Q1 2015 | Q4 2020 | 13 |
CSS LLC/IL | 5 | 2 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.06% | 0.51% | Q3 2013 | Q2 2023 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 13 |
KCS Wealth Advisory | 13 | 13 | 0.49% | 1.11% | 1.54% | Q3 2020 | Q3 2023 | 13 |
Cutter & CO Brokerage, Inc. | 12 | 1 | 0.10% | 0.35% | 0.58% | Q3 2013 | Q4 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.43% | 1.20% | Q4 2015 | Q4 2022 | 13 |
Cribstone Capital Management, LLC | 7 | 6 | 0.00% | 0.13% | 0.59% | Q4 2015 | Q1 2019 | 13 |
NATIONAL INVESTMENT SERVICES INC /WI | 13 | 13 | 1.36% | 1.83% | 3.26% | Q3 2016 | Q3 2019 | 13 |
Minneapolis Portfolio Management Group, LLC | 13 | 13 | 3.80% | 5.64% | 6.96% | Q4 2017 | Q4 2020 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 1.72% | 1.96% | 2.36% | Q3 2020 | Q3 2023 | 13 |
Chanos & Co LP | 10 | 10 | 0.06% | 2.14% | 4.52% | Q3 2014 | Q4 2016 | 13 |
MIDAS MANAGEMENT CORP | 11 | 2 | 0.46% | 0.95% | 1.27% | Q2 2013 | Q2 2019 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.01% | 0.35% | 0.77% | Q1 2014 | Q1 2017 | 13 |
Front Row Advisors LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 13 |
Counsel Portfolio Services Inc. | 13 | 13 | 0.05% | 0.25% | 0.71% | Q2 2013 | Q2 2016 | 13 |
Altshuler Shaham Ltd | 7 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Daiwa SB Investments Ltd. | 11 | 2 | 0.03% | 0.23% | 0.42% | Q2 2015 | Q1 2019 | 13 |
CLINTON GROUP INC | 7 | 1 | 0.02% | 0.36% | 0.75% | Q2 2013 | Q2 2017 | 13 |
New Harbor Financial Group, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 13 |
Fieldpoint Private Securities, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q2 2022 | 13 |
Horizon Investments, LLC | 11 | 2 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
CPWM, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2022 | 13 |
Meridian Wealth Management, LLC | 10 | 1 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 13 |
Edge Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 0.14% | 0.31% | Q2 2013 | Q1 2020 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.03% | 0.08% | 0.17% | Q3 2016 | Q2 2019 | 12 |
Lee Financial Co | 10 | 2 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
BRC Investment Management LLC | 12 | 12 | 0.20% | 2.46% | 3.44% | Q2 2013 | Q1 2016 | 12 |
Allen Capital Group, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 12 |
Cambridge Financial Group, Inc. | 12 | 12 | 2.46% | 3.33% | 4.56% | Q1 2019 | Q4 2021 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.10% | 0.18% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMG National Trust Bank | 12 | 12 | 0.08% | 0.13% | 0.18% | Q1 2017 | Q4 2019 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.03% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q1 2016 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Cypress Capital Group | 12 | 12 | 0.05% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.22% | 0.30% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Empowered Funds, LLC | 12 | 12 | 0.04% | 0.17% | 0.55% | Q4 2020 | Q3 2023 | 12 |
EQUITABLE TRUST CO | 11 | 1 | 0.06% | 0.16% | 0.21% | Q2 2018 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Goodman Financial Corp | 12 | 12 | 1.86% | 2.90% | 3.72% | Q1 2017 | Q4 2019 | 12 |
V Wealth Advisors LLC | 5 | 1 | 0.01% | 0.57% | 1.87% | Q1 2016 | Q2 2023 | 12 |
NIPPON LIFE INSURANCE CO | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2017 | 12 |
Invst, LLC | 12 | 12 | 0.07% | 0.10% | 0.16% | Q1 2020 | Q4 2022 | 12 |
Dorsey Wright & Associates | 7 | 1 | 0.00% | 0.81% | 1.84% | Q2 2013 | Q2 2022 | 12 |
Evanson Asset Management, LLC | 8 | 4 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2022 | 12 |
Mount Yale Investment Advisors, LLC | 8 | 4 | 0.11% | 0.82% | 1.90% | Q2 2019 | Q3 2023 | 12 |
DRH Investments, Inc. | 12 | 12 | 1.82% | 14.44% | 19.66% | Q4 2020 | Q3 2023 | 12 |
Arjuna Capital | 12 | 12 | 0.43% | 0.94% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Interval Partners, LP | 4 | 1 | 0.14% | 0.77% | 1.98% | Q3 2016 | Q2 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.00% | 0.15% | 0.64% | Q2 2015 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.08% | 0.24% | Q1 2016 | Q3 2023 | 12 |
Buckley Wealth Management, LLC | 12 | 12 | 0.26% | 0.33% | 0.42% | Q1 2019 | Q4 2021 | 12 |
Dynamic Capital Management Ltd | 3 | 1 | 0.06% | 0.90% | 2.58% | Q4 2013 | Q2 2019 | 12 |
Sanders Capital, LLC | 9 | 3 | 0.00% | 1.17% | 2.18% | Q4 2017 | Q3 2023 | 12 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 12 |
Shulman DeMeo Asset Management LLC | 9 | 3 | 0.12% | 0.21% | 0.50% | Q3 2020 | Q3 2023 | 12 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.01% | 0.38% | 2.31% | Q1 2014 | Q1 2020 | 12 |
Bigelow Investment Advisors, LLC | 12 | 12 | 0.14% | 0.23% | 0.29% | Q1 2018 | Q4 2020 | 12 |
PETTYJOHN, WOOD & WHITE, INC | 12 | 12 | 0.06% | 0.36% | 0.76% | Q2 2016 | Q1 2019 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.22% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
IFG Advisory, LLC | 10 | 1 | 0.04% | 0.20% | 0.38% | Q3 2018 | Q3 2023 | 12 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 4 | 0.01% | 0.31% | 0.61% | Q2 2015 | Q3 2023 | 12 |
Measured Wealth Private Client Group, LLC | 8 | 2 | 0.08% | 0.14% | 0.24% | Q2 2018 | Q4 2022 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.07% | 0.13% | Q4 2014 | Q3 2017 | 12 |
NCM CAPITAL MANAGEMENT GROUP INC | 12 | 12 | 0.86% | 1.94% | 2.70% | Q4 2013 | Q3 2016 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.06% | 0.09% | 0.17% | Q1 2019 | Q4 2021 | 12 |
Kathmere Capital Management, LLC | 8 | 4 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.13% | 0.21% | 0.38% | Q4 2016 | Q3 2019 | 12 |
NewEdge Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 12 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 12 | 12 | 0.51% | 0.67% | 0.78% | Q4 2020 | Q3 2023 | 12 |
HANCOCK WHITNEY CORP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
DREMAN VALUE MANAGEMENT, L L C | 6 | 6 | 0.00% | 0.38% | 0.92% | Q2 2013 | Q1 2018 | 12 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.10% | 0.17% | 0.30% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.09% | 0.16% | 0.30% | Q4 2016 | Q3 2019 | 12 |
Caprock Group, LLC | 10 | 2 | 0.02% | 0.05% | 0.06% | Q1 2016 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.10% | 0.16% | 0.29% | Q4 2016 | Q3 2019 | 12 |
Apriem Advisors | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 12 |
Seascape Capital Management | 12 | 12 | 0.14% | 0.30% | 0.41% | Q4 2020 | Q3 2023 | 12 |
American Trust Investment Advisors, LLC | 12 | 12 | 0.22% | 0.30% | 0.36% | Q3 2017 | Q2 2020 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.10% | 0.15% | 0.23% | Q2 2013 | Q1 2016 | 12 |
Perpetual Ltd | 4 | 1 | 0.01% | 0.32% | 1.08% | Q1 2013 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.50% | 0.90% | 1.17% | Q4 2020 | Q3 2023 | 12 |
A.R.T. Advisors, LLC | 5 | 1 | 0.02% | 0.16% | 0.57% | Q3 2013 | Q1 2019 | 12 |
First Financial Bank - Trust Division | 11 | 1 | 0.02% | 0.23% | 0.35% | Q4 2014 | Q1 2023 | 12 |
F/M Investments LLC | 12 | 12 | 0.31% | 0.52% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Virtus Fund Advisers, LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q1 2017 | 12 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.04% | 0.34% | 0.90% | Q2 2018 | Q4 2022 | 11 |
Providence Capital Advisors, LLC | 7 | 4 | 0.00% | 0.83% | 1.88% | Q1 2019 | Q2 2022 | 11 |
MEMBERS CAPITAL ADVISORS INC | 11 | 11 | 0.91% | 1.48% | 2.14% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Gerstein Fisher | 11 | 11 | 0.04% | 0.49% | 0.96% | Q1 2014 | Q3 2016 | 11 |
Unigestion Holding SA | 8 | 3 | 0.04% | 0.42% | 0.85% | Q2 2018 | Q1 2023 | 11 |
Sterling Investment Advisors, Ltd. | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q2 2022 | 11 |
Strategic Investment Advisors / MI | 10 | 1 | 0.14% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Price Wealth, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Edgestream Partners, L.P. | 5 | 1 | 0.06% | 0.32% | 0.58% | Q1 2019 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.05% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 11 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 1 | 0.01% | 0.05% | 0.16% | Q3 2016 | Q4 2020 | 11 |
BANQUE PICTET & CIE SA | 8 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
WealthTrust-Arizona, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 11 |
Fruth Investment Management | 11 | 11 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2020 | 11 |
South Street Advisors LLC | 11 | 11 | 1.12% | 2.98% | 4.14% | Q3 2014 | Q1 2017 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.54% | 0.80% | 1.15% | Q1 2021 | Q3 2023 | 11 |
Journey Advisory Group, LLC | 8 | 3 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Kesler, Norman & Wride, LLC | 11 | 11 | 3.11% | 3.87% | 4.56% | Q1 2021 | Q3 2023 | 11 |
WD RUTHERFORD LLC | 11 | 11 | 0.05% | 0.32% | 0.68% | Q4 2020 | Q2 2023 | 11 |
PATRON PARTNERS, LLC | 11 | 11 | 0.18% | 0.25% | 0.32% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.07% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 11 |
Redwood Investments, LLC | 11 | 11 | 0.00% | 1.13% | 2.40% | Q4 2014 | Q2 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 5 | 2 | 0.04% | 0.09% | 0.26% | Q2 2017 | Q3 2023 | 11 |
Campbell & CO Investment Adviser LLC | 8 | 1 | 0.03% | 0.37% | 1.57% | Q4 2013 | Q3 2023 | 11 |
CHUBB CORP | 11 | 11 | 1.13% | 1.88% | 3.04% | Q2 2013 | Q4 2015 | 11 |
Yorktown Management & Research Co Inc | 5 | 1 | 0.18% | 0.22% | 0.31% | Q2 2018 | Q1 2022 | 11 |
Lenox Wealth Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 11 |
Pine River Capital Management L.P. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2018 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 11 |
PRIMECAP MANAGEMENT CO/CA/ | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 11 |
Aveo Capital Partners, LLC | 11 | 11 | 0.11% | 0.18% | 0.25% | Q4 2016 | Q2 2019 | 11 |
JONES FINANCIAL COMPANIES LLLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.29% | Q1 2018 | Q1 2022 | 11 |
RFG Advisory, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 11 |
MARVIN & PALMER ASSOCIATES INC | 9 | 2 | 1.46% | 2.31% | 4.15% | Q2 2014 | Q2 2022 | 11 |
RELIANCE TRUST CO OF DELAWARE | 6 | 5 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q2 2018 | 11 |
GOODWIN DANIEL L | 11 | 11 | 0.27% | 0.35% | 0.43% | Q2 2017 | Q4 2019 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.05% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Rehmann Capital Advisory Group | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2019 | 11 |
WEST CHESTER CAPITAL ADVISORS, INC | 11 | 11 | 0.36% | 0.65% | 1.34% | Q4 2020 | Q2 2023 | 11 |
INTREPID CAPITAL MANAGEMENT INC | 11 | 11 | 0.12% | 0.38% | 0.75% | Q2 2018 | Q4 2020 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.30% | 0.64% | 0.88% | Q1 2020 | Q3 2022 | 11 |
Bayesian Capital Management, LP | 4 | 1 | 0.11% | 0.54% | 2.08% | Q2 2016 | Q2 2023 | 11 |
Ruggie Capital Group | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 11 |
BEACON FINANCIAL GROUP | 8 | 3 | 0.07% | 0.10% | 0.15% | Q3 2014 | Q3 2023 | 11 |
OAKBROOK INVESTMENTS LLC | 4 | 1 | 0.02% | 0.17% | 0.23% | Q2 2013 | Q3 2019 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2019 | 11 |
StoneX Group Inc. | 11 | 11 | 0.16% | 0.28% | 0.41% | Q2 2017 | Q4 2019 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 | 11 | 0.06% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Cooper Financial Group | 10 | 10 | 0.04% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.03% | 0.29% | 1.31% | Q3 2013 | Q2 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.28% | 0.36% | 0.47% | Q2 2021 | Q3 2023 | 10 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 10 | 10 | 0.38% | 0.51% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Harbour Capital Advisors, LLC | 10 | 10 | 0.10% | 0.18% | 0.38% | Q4 2014 | Q1 2017 | 10 |
Jackson Creek Investment Advisors LLC | 10 | 10 | 0.20% | 0.40% | 0.51% | Q1 2021 | Q2 2023 | 10 |
L2 Asset Management, LLC | 10 | 10 | 0.24% | 0.82% | 2.63% | Q3 2020 | Q4 2022 | 10 |
FIRST FINANCIAL CORP /IN/ | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 10 |
Douglass Winthrop Advisors, LLC | 6 | 4 | 0.02% | 0.05% | 0.10% | Q3 2015 | Q2 2018 | 10 |
Ziegler Capital Management, LLC | 7 | 1 | 0.01% | 0.13% | 0.41% | Q3 2013 | Q3 2023 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 3 | 0.00% | 0.37% | 1.18% | Q4 2015 | Q1 2021 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Stolper Co | 10 | 10 | 0.69% | 0.81% | 0.99% | Q2 2021 | Q3 2023 | 10 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2023 | 10 |
Elgethun Capital Management | 10 | 10 | 1.03% | 1.24% | 1.55% | Q2 2021 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 10 |
COHEN & STEERS, INC. | 8 | 2 | 0.00% | 0.05% | 0.12% | Q3 2014 | Q4 2017 | 10 |
Systematic Alpha Investments, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Hummer Financial Advisory Services Inc | 8 | 2 | 0.20% | 0.24% | 0.30% | Q1 2021 | Q3 2023 | 10 |
AIA Group Ltd | 10 | 10 | 0.05% | 0.11% | 0.22% | Q4 2020 | Q1 2023 | 10 |
SkyOak Wealth, LLC | 10 | 10 | 0.08% | 0.10% | 0.17% | Q4 2019 | Q1 2022 | 10 |
AMARILLO NATIONAL BANK | 10 | 10 | 0.10% | 0.39% | 0.60% | Q2 2013 | Q3 2015 | 10 |
Capital Square, LLC | 10 | 10 | 0.16% | 0.32% | 0.54% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 7 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Clear Harbor Asset Management, LLC | 6 | 1 | 0.00% | 0.14% | 0.28% | Q2 2013 | Q4 2021 | 10 |
YorkBridge Wealth Partners, LLC | 7 | 3 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q2 2019 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2015 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.12% | 0.20% | 0.28% | Q2 2021 | Q3 2023 | 10 |
COOKSON PEIRCE & CO INC | 7 | 3 | 0.73% | 2.30% | 3.08% | Q2 2014 | Q3 2023 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.05% | 0.55% | 1.86% | Q2 2015 | Q3 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.02% | 0.11% | 0.39% | Q2 2015 | Q1 2022 | 10 |
CEDAR HILL ASSOCIATES, LLC | 10 | 10 | 1.11% | 1.52% | 1.89% | Q2 2013 | Q3 2015 | 10 |
Neo Ivy Capital Management | 5 | 1 | 0.16% | 0.51% | 0.85% | Q4 2018 | Q2 2023 | 10 |
NORTHPOINTE CAPITAL LLC | 9 | 1 | 0.13% | 0.29% | 0.49% | Q1 2014 | Q3 2018 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.02% | 0.10% | 0.21% | Q4 2018 | Q4 2022 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.03% | 0.06% | 0.11% | Q1 2014 | Q2 2016 | 10 |
Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 10 |
Euclid Advisors LLC | 5 | 1 | 0.07% | 0.37% | 1.07% | Q2 2013 | Q2 2016 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.22% | 0.44% | Q2 2013 | Q2 2021 | 10 |
Poplar Forest Capital LLC | 10 | 10 | 1.25% | 3.41% | 4.98% | Q2 2018 | Q3 2020 | 10 |
Hemenway Trust Co LLC | 10 | 10 | 0.15% | 0.72% | 1.41% | Q4 2014 | Q1 2017 | 10 |
Calamos Wealth Management LLC | 6 | 1 | 0.05% | 0.11% | 0.26% | Q3 2014 | Q2 2017 | 10 |
NorthCoast Asset Management LLC | 6 | 1 | 0.01% | 0.26% | 1.76% | Q4 2013 | Q3 2021 | 10 |
Farmers National Bank | 8 | 2 | 0.01% | 0.10% | 0.23% | Q3 2016 | Q2 2019 | 10 |
HighTower Trust Company, N.A. | 9 | 1 | 0.03% | 0.08% | 0.17% | Q4 2015 | Q4 2020 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.25% | Q2 2020 | Q3 2023 | 10 |
Private Advisory Group LLC | 8 | 2 | 0.06% | 1.05% | 2.07% | Q3 2018 | Q2 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.06% | 0.37% | 0.60% | Q2 2013 | Q4 2015 | 10 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q1 2023 | 10 |
Quantamental Technologies LLC | 4 | 1 | 0.15% | 0.61% | 1.40% | Q3 2019 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2015 | 10 |
MENTA CAPITAL LLC | 4 | 1 | 0.04% | 0.16% | 0.30% | Q4 2013 | Q1 2018 | 10 |
Summit Financial Strategies, Inc. | 9 | 1 | 0.08% | 0.14% | 0.33% | Q3 2015 | Q3 2023 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.01% | 0.50% | 0.86% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.09% | 0.13% | 0.18% | Q4 2014 | Q1 2017 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.07% | 0.21% | Q4 2022 | Q3 2023 | 10 |
SHAKER INVESTMENTS LLC/OH | 10 | 10 | 0.42% | 0.75% | 1.61% | Q2 2020 | Q3 2022 | 10 |
Fiduciary Trust Co International of Pennsylvania | 9 | 1 | 0.01% | 0.40% | 0.83% | Q4 2014 | Q4 2018 | 10 |
Portman Square Capital LLP | 4 | 4 | 0.02% | 0.22% | 0.63% | Q4 2022 | Q3 2023 | 10 |
Geller Advisors LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.02% | 0.05% | 0.12% | Q1 2015 | Q2 2019 | 10 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 10 |
SMITH, MOORE & CO. | 5 | 1 | 0.03% | 0.06% | 0.08% | Q1 2018 | Q1 2023 | 10 |
Pomelo Capital LLC | 10 | 10 | 0.02% | 0.23% | 0.59% | Q3 2015 | Q4 2017 | 10 |
Santa Fe Partners LLC | 5 | 5 | 0.08% | 0.28% | 0.50% | Q2 2013 | Q4 2015 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.00% | 0.02% | 0.19% | Q4 2016 | Q1 2019 | 10 |
Amundi | 10 | 10 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Almanack Investment Partners, LLC. | 7 | 3 | 0.00% | 0.05% | 0.20% | Q1 2020 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Teza Capital Management LLC | 4 | 1 | 0.10% | 0.34% | 0.66% | Q4 2017 | Q2 2023 | 9 |
Marshall Financial Group LLC | 9 | 9 | 0.12% | 0.60% | 0.73% | Q3 2021 | Q3 2023 | 9 |
HighVista Strategies LLC | 8 | 1 | 0.04% | 0.07% | 0.25% | Q4 2013 | Q2 2016 | 9 |
Beacon Pointe Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 9 |
Sterneck Capital Management, LLC | 8 | 1 | 0.14% | 0.63% | 0.83% | Q4 2014 | Q2 2017 | 9 |
Independent Portfolio Consultants, Inc. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 9 |
CALDWELL & ORKIN INC | 9 | 9 | 0.62% | 1.91% | 3.89% | Q1 2014 | Q1 2016 | 9 |
Contrarius Investment Management Ltd | 9 | 9 | 0.02% | 0.07% | 0.21% | Q2 2018 | Q2 2020 | 9 |
Confluence Wealth Management LLC | 9 | 9 | 0.47% | 0.77% | 0.96% | Q4 2014 | Q4 2016 | 9 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 9 |
Sciencast Management LP | 3 | 1 | 0.11% | 0.58% | 1.59% | Q3 2016 | Q3 2021 | 9 |
Corbenic Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2022 | 9 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 9 |
BOK Financial Private Wealth, Inc. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 9 |
Paradigm Financial Advisors, LLC | 7 | 2 | 0.10% | 0.25% | 0.56% | Q4 2013 | Q4 2018 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.03% | 0.12% | Q3 2015 | Q2 2023 | 9 |
Patten Group, Inc. | 9 | 9 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q4 2018 | 9 |
FRANKLIN STREET ADVISORS INC /NC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
ARROW FINANCIAL CORP | 8 | 1 | 0.00% | 0.15% | 0.43% | Q1 2015 | Q2 2017 | 9 |
GAM SYSTEMATIC LLP | 7 | 2 | 0.01% | 0.44% | 0.92% | Q4 2014 | Q3 2017 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
LexAurum Advisors, LLC | 8 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Sapphire Star Partners LP | 6 | 3 | 0.31% | 0.55% | 1.01% | Q4 2015 | Q4 2018 | 9 |
XTX Topco Ltd | 6 | 1 | 0.04% | 0.12% | 0.21% | Q1 2021 | Q3 2023 | 9 |
Pearl River Capital, LLC | 3 | 1 | 0.14% | 0.30% | 0.56% | Q1 2020 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Garner Asset Management Corp | 5 | 1 | 0.09% | 0.16% | 0.22% | Q2 2017 | Q1 2023 | 9 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 9 |
State of Wyoming | 7 | 2 | 0.02% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Foothills Asset Management, Ltd. | 9 | 9 | 2.03% | 2.46% | 3.46% | Q1 2014 | Q1 2016 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 9 |
SECOR Capital Advisors, LP | 2 | 1 | 0.02% | 0.16% | 0.60% | Q1 2015 | Q1 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 9 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.28% | 0.78% | 1.64% | Q1 2014 | Q1 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Shamrock Asset Management LLC | 9 | 9 | 0.01% | 0.06% | 0.27% | Q1 2014 | Q1 2016 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
DEERE & CO | 6 | 3 | 0.07% | 0.16% | 0.24% | Q2 2013 | Q3 2016 | 9 |
Gerber Kawasaki Wealth & Investment Management | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 9 |
Concert Wealth Management Inc. | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q1 2017 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
CIBC BANK USA | 4 | 2 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q4 2019 | 9 |
Invictus RG Pte. Ltd. | 5 | 4 | 0.02% | 0.17% | 0.44% | Q2 2013 | Q3 2015 | 9 |
Hedeker Wealth, LLC | 9 | 9 | 0.44% | 0.70% | 1.52% | Q2 2016 | Q2 2018 | 9 |
Asset Planning Services, Ltd. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
Krane Funds Advisors LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 9 |
Intersect Capital LLC | 7 | 2 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q2 2022 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 9 |
MENORA MIVTACHIM HOLDINGS LTD. | 5 | 4 | 0.00% | 1.67% | 2.92% | Q2 2013 | Q2 2017 | 9 |
Selective Wealth Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.38% | 0.43% | 0.51% | Q3 2021 | Q3 2023 | 9 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 9 |
REINHART PARTNERS, LLC. | 7 | 2 | 0.03% | 0.96% | 1.77% | Q2 2013 | Q1 2017 | 9 |
DUBUQUE BANK & TRUST CO | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q1 2016 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Willingdon Wealth Management | 4 | 1 | 0.00% | 0.35% | 1.04% | Q2 2015 | Q4 2019 | 9 |
Retirement Planning Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q3 2017 | 9 |
Omnia Family Wealth, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 9 |
AGF Investments America Inc. | 9 | 9 | 1.71% | 3.51% | 6.00% | Q2 2015 | Q2 2017 | 9 |
ORRSTOWN FINANCIAL SERVICES INC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2017 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.48% | 0.69% | 0.91% | Q4 2014 | Q4 2016 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q1 2023 | 9 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.59% | 2.01% | Q4 2018 | Q2 2022 | 9 |
abrdn Investment Management Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
XR Securities LLC | 2 | 1 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q1 2022 | 9 |
Parasol Investment Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
ICON ADVISERS INC/CO | 7 | 1 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q2 2020 | 9 |
HOLDERNESS INVESTMENTS CO | 3 | 2 | 0.06% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Avantax Planning Partners, Inc. | 5 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR WEALTH MANAGEMENT | 8 | 8 | 0.03% | 0.07% | 0.10% | Q2 2015 | Q1 2017 | 8 |
COMMUNITY TRUST & INVESTMENT CO | 7 | 1 | 0.03% | 1.10% | 1.64% | Q3 2015 | Q4 2017 | 8 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.31% | 0.41% | 0.50% | Q1 2014 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.02% | 0.40% | 1.59% | Q2 2013 | Q1 2015 | 8 |
JUPITER ASSET MANAGEMENT LTD | 6 | 1 | 0.05% | 0.40% | 0.68% | Q2 2013 | Q4 2022 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 8 | 8 | 0.66% | 1.04% | 1.36% | Q4 2017 | Q3 2019 | 8 |
PWMCO, LLC | 8 | 8 | 0.81% | 1.26% | 2.10% | Q2 2018 | Q1 2020 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 7 | 1 | 0.80% | 1.43% | 2.12% | Q2 2013 | Q1 2017 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Private Wealth Partners, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Copper Rock Capital Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 2 | 0.00% | 0.63% | 1.80% | Q4 2015 | Q4 2020 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q4 2013 | 8 |
Arrow Investment Advisors, LLC | 4 | 2 | 0.18% | 0.29% | 0.41% | Q2 2015 | Q4 2022 | 8 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.06% | 0.28% | Q1 2015 | Q3 2017 | 8 |
Tributary Capital Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Petrus Trust Company, LTA | 3 | 1 | 0.03% | 0.08% | 0.14% | Q1 2017 | Q1 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.07% | 0.15% | Q2 2020 | Q1 2023 | 8 |
Nikko Asset Management Americas, Inc. | 8 | 8 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q4 2017 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2022 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.15% | 0.17% | 0.20% | Q4 2014 | Q3 2016 | 8 |
Absolute Return Capital, LLC | 7 | 1 | 0.09% | 0.33% | 0.65% | Q2 2013 | Q3 2015 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.37% | 0.83% | Q3 2016 | Q1 2023 | 8 |
Spark Investment Management LLC | 5 | 1 | 0.02% | 0.07% | 0.17% | Q4 2013 | Q3 2018 | 8 |
Chicago Partners Investment Group LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 8 |
Airain ltd | 6 | 1 | 0.04% | 0.34% | 1.12% | Q1 2014 | Q2 2017 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Nine Chapters Capital Management LLC | 4 | 4 | 0.09% | 0.30% | 0.72% | Q2 2013 | Q3 2015 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2019 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.35% | 0.58% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 6 | 2 | 0.04% | 0.12% | 0.19% | Q4 2017 | Q1 2020 | 8 |
Bellecapital International Ltd. | 5 | 1 | 0.10% | 0.17% | 0.42% | Q1 2019 | Q3 2022 | 8 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q4 2022 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 0.18% | 0.40% | 1.00% | Q1 2015 | Q4 2016 | 8 |
Vontobel Swiss Wealth Advisors AG | 8 | 8 | 0.17% | 2.81% | 3.86% | Q3 2019 | Q2 2021 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q1 2018 | 8 |
Baker Chad R | 8 | 8 | 1.04% | 1.79% | 2.44% | Q4 2015 | Q3 2017 | 8 |
WESPAC Advisors SoCal, LLC | 8 | 8 | 1.00% | 2.15% | 4.20% | Q4 2015 | Q3 2017 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.00% | 0.09% | 0.20% | Q4 2015 | Q3 2017 | 8 |
Harbor Advisors LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q2 2017 | Q1 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Redwood Investment Management, LLC | 6 | 2 | 0.12% | 0.36% | 0.84% | Q2 2020 | Q2 2022 | 8 |
6 Meridian | 4 | 2 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q4 2021 | 8 |
MayTech Global Investments, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Wealth Alliance Advisory Group, LLC | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Verdad Advisers, LP | 8 | 8 | 1.47% | 3.26% | 4.90% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.59% | 0.61% | 0.63% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.12% | 0.14% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Keene & Associates, Inc. | 8 | 8 | 2.44% | 2.63% | 2.89% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.18% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 1.21% | 1.53% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 1.67% | 1.91% | 2.35% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.16% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 1.16% | 1.33% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 1.08% | 1.26% | 1.39% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.22% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.30% | 0.77% | Q4 2019 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.12% | 0.15% | 0.21% | Q2 2013 | Q1 2015 | 8 |
GILL CAPITAL PARTNERS, LLC | 8 | 8 | 3.09% | 4.29% | 5.79% | Q1 2022 | Q4 2023 | 8 |
TURNER INVESTMENTS LLC | 7 | 1 | 0.12% | 0.32% | 0.46% | Q2 2013 | Q3 2015 | 8 |
BLUESTEIN R H & CO LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 8 |
MILLER HOWARD INVESTMENTS INC /NY | 3 | 1 | 0.05% | 0.14% | 0.34% | Q2 2013 | Q4 2020 | 8 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
JT Stratford LLC | 5 | 2 | 0.17% | 0.38% | 0.54% | Q3 2019 | Q3 2023 | 7 |
Hilton Capital Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2019 | 7 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q1 2023 | 7 |
Transform Wealth, LLC | 4 | 3 | 0.25% | 0.62% | 0.86% | Q4 2018 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PERRITT CAPITAL MANAGEMENT INC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2015 | Q4 2016 | 7 |
FormulaFolio Investments, LLC | 2 | 1 | 0.01% | 0.12% | 0.34% | Q2 2015 | Q4 2020 | 7 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q4 2020 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.26% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
LOMBARDIA CAPITAL PARTNERS LLC | 7 | 7 | 0.04% | 0.26% | 0.39% | Q2 2013 | Q4 2014 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Lido Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
Zions Trust, National Association | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 3 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.32% | 0.61% | 0.98% | Q4 2018 | Q3 2022 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 7 |
FIRST UNITED BANK & TRUST | 7 | 7 | 0.30% | 0.56% | 0.78% | Q3 2015 | Q1 2017 | 7 |
STRATEGY ASSET MANAGERS LLC | 4 | 3 | 0.12% | 0.45% | 0.74% | Q1 2015 | Q4 2022 | 7 |
PDS Planning, Inc | 4 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 7 |
IMPAX ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 7 |
Folger Hill Asset Management LP | 2 | 2 | 0.03% | 0.61% | 1.43% | Q4 2016 | Q1 2018 | 7 |
HRS Investment Holdings, LLC | 7 | 7 | 0.61% | 0.98% | 1.16% | Q2 2017 | Q4 2018 | 7 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 1 | 0.03% | 0.13% | 0.22% | Q1 2017 | Q3 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q3 2020 | 7 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 7 | 0.15% | 1.36% | 1.87% | Q4 2014 | Q2 2016 | 7 |
Dakota Wealth Management | 4 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q2 2023 | 7 |
NWAM LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Blooom, Inc. | 7 | 7 | 0.38% | 0.58% | 1.06% | Q1 2021 | Q3 2022 | 7 |
Moreno Evelyn V | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Mandatum Life Insurance Co Ltd | 7 | 7 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q2 2017 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 7 | 7 | 0.10% | 0.14% | 0.18% | Q3 2015 | Q1 2017 | 7 |
Hayek Kallen Investment Management | 7 | 7 | 0.23% | 0.38% | 0.52% | Q2 2018 | Q4 2019 | 7 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 7 |
Constellation Wealth Advisors, LLC | 7 | 7 | 0.59% | 1.04% | 1.62% | Q2 2013 | Q4 2014 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
ADIRONDACK TRUST CO | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 7 |
First Fiduciary Investment Counsel, Inc. | 7 | 7 | 1.78% | 2.27% | 2.67% | Q1 2018 | Q3 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Vision Capital Management, Inc. | 7 | 7 | 0.90% | 1.91% | 2.43% | Q3 2015 | Q1 2017 | 7 |
tru Independence LLC | 7 | 7 | 0.01% | 0.94% | 1.75% | Q4 2019 | Q2 2021 | 7 |
New Potomac Partners, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2020 | 7 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.11% | 0.18% | 0.25% | Q1 2016 | Q2 2019 | 7 |
IFC Holdings Incorporated/FL | 6 | 1 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q4 2016 | 7 |
Tacita Capital Inc | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TRAN CAPITAL MANAGEMENT, L.P. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
SRB CORP | 5 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Astoria Portfolio Advisors LLC. | 7 | 7 | 0.10% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
ARGENT TRUST Co | 7 | 7 | 0.22% | 0.28% | 0.36% | Q3 2016 | Q1 2018 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.01% | 0.50% | 0.74% | Q4 2017 | Q2 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.07% | 0.23% | 0.61% | Q2 2015 | Q4 2016 | 7 |
TradeLink Global Equity LLC | 7 | 7 | 0.21% | 0.44% | 0.77% | Q2 2013 | Q4 2014 | 7 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
RAINIER INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.15% | 0.29% | 0.44% | Q2 2014 | Q4 2015 | 7 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q1 2023 | 7 |
BBR PARTNERS, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Winch Advisory Services, LLC | 4 | 3 | 0.00% | 0.25% | 0.59% | Q2 2015 | Q1 2019 | 7 |
Freedom Day Solutions, LLC | 7 | 7 | 0.13% | 0.16% | 0.19% | Q1 2021 | Q3 2022 | 7 |
Neuberger Berman Canada ULC | 7 | 7 | 0.05% | 0.18% | 0.48% | Q2 2013 | Q4 2014 | 7 |
Heritage Trust Co | 3 | 2 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 7 |
Manatuck Hill Partners, LLC | 4 | 1 | 0.02% | 1.51% | 4.04% | Q2 2014 | Q3 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Rathbones Group PLC | 6 | 1 | 0.01% | 0.04% | 0.05% | Q1 2015 | Q3 2023 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.08% | 0.27% | Q1 2017 | Q3 2017 | 7 |
Crossvault Capital Management LLC | 7 | 7 | 1.09% | 1.96% | 2.57% | Q3 2015 | Q1 2017 | 7 |
PITTENGER & ANDERSON INC | 4 | 3 | 0.00% | 0.04% | 0.13% | Q3 2015 | Q3 2022 | 7 |
Varma Mutual Pension Insurance Co | 4 | 1 | 0.04% | 0.09% | 0.26% | Q4 2017 | Q3 2022 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 1 | 0.02% | 0.34% | 0.52% | Q3 2014 | Q2 2016 | 7 |
River Road Asset Management, LLC | 7 | 7 | 0.07% | 0.88% | 1.63% | Q1 2022 | Q3 2023 | 7 |
WJ Wealth Management, LLC | 4 | 1 | 0.15% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 7 |
CAMDEN NATIONAL BANK | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Smead Capital Management, Inc. | 7 | 7 | 0.94% | 2.22% | 3.09% | Q3 2017 | Q1 2019 | 7 |
RDA Financial Network | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Seven Bridges Advisors LLC | 7 | 7 | 0.23% | 1.13% | 2.19% | Q4 2015 | Q2 2017 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2021 | 7 |
Cedar Brook Financial Partners, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.10% | 0.34% | 0.59% | Q3 2017 | Q1 2023 | 7 |
Wunderlich Capital Managemnt | 5 | 2 | 0.16% | 0.37% | 0.94% | Q2 2016 | Q3 2023 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.11% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
PREMIER ASSET MANAGEMENT LLC | 7 | 7 | 1.16% | 2.06% | 2.93% | Q3 2013 | Q1 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Banco Santander, S.A. | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 7 |
First Bank & Trust | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 7 |
Harvest Investment Services, LLC | 6 | 1 | 0.19% | 0.33% | 0.44% | Q2 2020 | Q2 2022 | 7 |
Acorn Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 6 |
Greenvale Capital LLP | 6 | 6 | 5.68% | 7.88% | 10.21% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.08% | 0.23% | Q1 2021 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.11% | 0.19% | 0.30% | Q1 2021 | Q2 2023 | 6 |
Page Arthur B | 6 | 6 | 0.33% | 0.37% | 0.42% | Q1 2015 | Q2 2016 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q4 2016 | 6 |
RBA Wealth Management, LLC | 4 | 2 | 0.10% | 0.73% | 1.29% | Q2 2020 | Q1 2022 | 6 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
OneAscent Financial Services LLC | 4 | 1 | 0.07% | 0.16% | 0.38% | Q2 2019 | Q3 2023 | 6 |
Bellwether Advisors, LLC | 4 | 2 | 0.00% | 0.20% | 0.51% | Q4 2020 | Q2 2022 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
SAMLYN CAPITAL, LLC | 4 | 1 | 0.23% | 0.56% | 1.21% | Q2 2016 | Q4 2017 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q2 2016 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.00% | 0.32% | 0.56% | Q4 2019 | Q3 2023 | 6 |
Goodwin Investment Advisory | 6 | 6 | 0.02% | 0.07% | 0.14% | Q3 2021 | Q4 2022 | 6 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 6 |
WILEN INVESTMENT MANAGEMENT CORP. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 6 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 6 |
Verity Asset Management, Inc. | 4 | 1 | 0.13% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2014 | Q3 2015 | 6 |
Bank OZK | 6 | 6 | 0.07% | 0.08% | 0.08% | Q1 2015 | Q2 2016 | 6 |
Dempze Nancy E | 6 | 6 | 0.40% | 0.54% | 0.76% | Q4 2015 | Q1 2017 | 6 |
LVM CAPITAL MANAGEMENT LTD/MI | 5 | 1 | 0.12% | 1.39% | 1.83% | Q1 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.43% | 0.50% | 0.59% | Q2 2022 | Q3 2023 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.13% | 0.48% | 0.62% | Q4 2015 | Q1 2017 | 6 |
Schooner Investment Group, LLC. | 3 | 1 | 0.06% | 0.24% | 0.49% | Q2 2013 | Q3 2015 | 6 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2018 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2017 | 6 |
Bristol Gate Capital Partners Inc. | 6 | 6 | 4.56% | 4.70% | 4.88% | Q4 2015 | Q1 2017 | 6 |
Leucadia National | 4 | 1 | 0.00% | 0.07% | 0.26% | Q1 2016 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Terra Nova Asset Management LLC | 6 | 6 | 0.25% | 0.79% | 1.91% | Q1 2015 | Q2 2016 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.01% | 0.10% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Ilmarinen Mutual Pension Insurance Co | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q3 2022 | 6 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 1 | 0.18% | 0.38% | 0.66% | Q1 2016 | Q4 2022 | 6 |
PRIVATE CAPITAL MANAGEMENT INC | 6 | 6 | 0.15% | 0.27% | 0.44% | Q2 2016 | Q3 2017 | 6 |
TOTH FINANCIAL ADVISORY CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
ARGENT CAPITAL MANAGEMENT LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 6 |
EASTERN BANK | 6 | 6 | 0.49% | 0.68% | 0.99% | Q1 2016 | Q2 2017 | 6 |
Venturi Wealth Management, LLC | 5 | 1 | 0.07% | 0.08% | 0.10% | Q4 2015 | Q3 2023 | 6 |
UBS OCONNOR LLC | 4 | 1 | 0.00% | 0.17% | 0.39% | Q3 2014 | Q3 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CYPRESS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2018 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.06% | 0.15% | 0.33% | Q2 2013 | Q3 2014 | 6 |
Ascent Wealth Partners, LLC | 6 | 6 | 0.47% | 0.77% | 1.02% | Q2 2016 | Q3 2017 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 1 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q4 2014 | 6 |
KLCM Advisors, Inc. | 5 | 1 | 0.08% | 1.74% | 2.82% | Q2 2017 | Q4 2018 | 6 |
KDI CAPITAL PARTNERS LLC | 5 | 1 | 0.07% | 1.63% | 2.70% | Q3 2016 | Q2 2018 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.02% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 6 |
AFAM CAPITAL, INC. | 6 | 6 | 0.11% | 0.21% | 0.30% | Q2 2017 | Q3 2018 | 6 |
C WorldWide Group Holding A/S | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2016 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2015 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 6 |
Aquila Investment Management LLC | 6 | 6 | 0.91% | 1.22% | 1.57% | Q2 2022 | Q3 2023 | 6 |
SOMERVILLE KURT F | 6 | 6 | 0.06% | 0.13% | 0.19% | Q2 2015 | Q3 2016 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
QUALCOMM INC/DE | 6 | 6 | 0.28% | 0.41% | 0.62% | Q2 2013 | Q3 2014 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 6 | 0.03% | 0.30% | 0.65% | Q2 2016 | Q3 2017 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.14% | 0.17% | 0.21% | Q3 2015 | Q4 2016 | 6 |
GLG Partners LP | 5 | 1 | 0.02% | 0.21% | 0.69% | Q2 2016 | Q4 2017 | 6 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2017 | 6 |
FORTALEZA ASSET MANAGEMENT INC/ | 5 | 1 | 0.00% | 0.15% | 0.86% | Q4 2013 | Q1 2016 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2019 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.11% | 0.35% | 0.77% | Q2 2014 | Q1 2017 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 4 | 2 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 6 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 6 | 6 | 0.19% | 0.92% | 1.70% | Q4 2017 | Q1 2019 | 6 |
British Airways Pensions Investment Management Ltd | 4 | 2 | 0.23% | 0.73% | 1.20% | Q4 2014 | Q2 2017 | 6 |
Camarda Financial Advisors, LLC | 4 | 2 | 0.00% | 0.36% | 0.59% | Q3 2013 | Q4 2021 | 6 |
Buffington Mohr McNeal | 5 | 1 | 0.01% | 0.23% | 0.30% | Q1 2019 | Q2 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
HAZLETT, BURT & WATSON, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
GENERAL AMERICAN INVESTORS CO INC | 6 | 6 | 0.80% | 1.08% | 1.39% | Q2 2018 | Q3 2019 | 6 |
Opus Capital Group, LLC | 5 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
BANK OF NOVA SCOTIA TRUST CO | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2016 | Q3 2017 | 6 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 2 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q1 2020 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q4 2020 | 6 |
Sompo Asset Management Co., Ltd. | 6 | 6 | 0.25% | 0.93% | 1.69% | Q4 2016 | Q1 2018 | 6 |
Holocene Advisors, LP | 3 | 1 | 0.12% | 0.56% | 0.82% | Q4 2017 | Q1 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.06% | 0.08% | 0.18% | Q2 2013 | Q3 2014 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Norman Fields, Gottscho Capital Management, LLC | 6 | 6 | 0.17% | 0.22% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Kessler Investment Group, LLC | 5 | 1 | 0.02% | 2.15% | 3.86% | Q3 2013 | Q3 2015 | 6 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 6 | 6 | 1.22% | 1.31% | 1.46% | Q2 2015 | Q3 2016 | 6 |
Clean Yield Group | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 6 |
TREMBLANT CAPITAL GROUP | 3 | 1 | 0.07% | 0.45% | 1.17% | Q2 2013 | Q4 2018 | 6 |
NCM Capital Advisers, Inc. | 6 | 6 | 0.69% | 1.50% | 1.92% | Q4 2013 | Q1 2015 | 6 |
Legacy Advisors, LLC | 3 | 1 | 0.02% | 0.26% | 0.62% | Q4 2016 | Q3 2022 | 6 |
Demars Financial Group, LLC | 5 | 1 | 0.16% | 0.50% | 2.12% | Q2 2020 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.00% | 0.10% | 0.16% | Q1 2020 | Q1 2022 | 6 |
Bridgefront Capital, LLC | 4 | 2 | 0.12% | 0.30% | 0.56% | Q1 2021 | Q4 2022 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.19% | 0.24% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 6 |
Seminole Management Co., Inc. | 5 | 1 | 0.72% | 2.04% | 2.82% | Q1 2014 | Q2 2017 | 6 |
Virtus Investment Advisers, Inc. | 4 | 1 | 0.02% | 0.05% | 0.12% | Q3 2016 | Q3 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.12% | 0.16% | 0.23% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.13% | 0.19% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.13% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.12% | 0.15% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 6 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q4 2018 | 6 |
Autumn Glory Partners, LLC | 3 | 1 | 0.10% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Alexandria Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 6 |
FAYEZ SAROFIM & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 6 |
EMERALD ADVISERS, LLC | 6 | 6 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q1 2018 | 6 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.12% | 0.38% | Q2 2014 | Q3 2017 | 6 |
Distillate Capital Partners LLC | 4 | 1 | 0.72% | 1.25% | 3.05% | Q4 2020 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2021 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 2 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2022 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.33% | 0.36% | 0.42% | Q4 2021 | Q1 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.36% | 0.40% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
Sepio Capital, LP | 4 | 2 | 0.10% | 0.22% | 0.50% | Q3 2020 | Q2 2022 | 6 |
Benedetti & Gucer, Inc. | 4 | 2 | 0.14% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.00% | 0.24% | 0.36% | Q3 2018 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2022 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2014 | 6 |
MONECO Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Lebenthal Global Advisors, LLC | 6 | 6 | 0.13% | 0.17% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Ionic Capital Management LLC | 3 | 1 | 0.01% | 0.09% | 0.23% | Q4 2016 | Q4 2018 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
TriaGen Wealth Management LLC | 6 | 6 | 0.14% | 0.16% | 0.21% | Q4 2020 | Q1 2022 | 6 |
HARBER ASSET MANAGEMENT LLC | 6 | 6 | 0.50% | 1.87% | 3.09% | Q2 2017 | Q3 2018 | 6 |
HALL LAURIE J TRUSTEE | 4 | 2 | 0.18% | 0.45% | 0.58% | Q3 2015 | Q1 2017 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
CANYON CAPITAL ADVISORS LLC | 6 | 6 | 0.37% | 0.79% | 1.59% | Q2 2017 | Q3 2018 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Broderick Brian C | 5 | 5 | 0.12% | 0.17% | 0.21% | Q3 2015 | Q3 2016 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2017 | 5 |
Ardevora Asset Management LLP | 5 | 5 | 1.35% | 1.49% | 1.65% | Q4 2014 | Q4 2015 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.10% | 0.28% | Q3 2020 | Q1 2023 | 5 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Winfield Associates, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 5 |
Nexus Investment Management ULC | 5 | 5 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.94% | 1.26% | 1.46% | Q4 2013 | Q4 2014 | 5 |
Handelsbanken Fonder AB | 3 | 2 | 0.01% | 0.19% | 0.45% | Q4 2015 | Q4 2019 | 5 |
CMT Capital Markets Trading GmbH | 3 | 2 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.02% | 1.40% | 2.08% | Q2 2015 | Q2 2016 | 5 |
Randolph Co Inc | 4 | 1 | 1.38% | 1.70% | 2.08% | Q3 2017 | Q3 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Aurora Investment Counsel | 5 | 5 | 0.70% | 0.79% | 0.87% | Q4 2017 | Q4 2018 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.65% | 1.93% | 2.55% | Q4 2016 | Q4 2017 | 5 |
Impala Asset Management LLC | 5 | 5 | 0.03% | 0.30% | 0.75% | Q3 2014 | Q3 2015 | 5 |
Herold Advisors, Inc. | 3 | 1 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q2 2023 | 5 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.07% | 0.12% | 0.16% | Q3 2020 | Q1 2022 | 5 |
Selway Asset Management | 4 | 1 | 0.12% | 0.18% | 0.28% | Q1 2017 | Q3 2018 | 5 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 5 |
Polar Asset Management Partners Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q4 2019 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2021 | 5 |
Roof Eidam Maycock Peralta, LLC | 5 | 5 | 1.29% | 1.46% | 1.59% | Q4 2014 | Q4 2015 | 5 |
Ardent Capital Management, Inc. | 3 | 2 | 0.13% | 0.23% | 0.34% | Q4 2021 | Q2 2023 | 5 |
Nokota Management, LP | 5 | 5 | 0.25% | 0.44% | 0.84% | Q4 2016 | Q4 2017 | 5 |
GILDER GAGNON HOWE & CO LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Great Diamond Partners, LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q2 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
MADISON WEALTH MANAGEMENT | 5 | 5 | 0.06% | 0.08% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Wambolt & Associates, LLC | 5 | 5 | 0.75% | 0.79% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
National Investment Services of America, LLC | 5 | 5 | 1.38% | 1.95% | 2.28% | Q4 2019 | Q4 2020 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.19% | 0.20% | 0.23% | Q2 2015 | Q2 2016 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Birch Hill Investment Advisors LLC | 5 | 5 | 2.02% | 2.40% | 2.79% | Q3 2022 | Q3 2023 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.13% | 0.20% | 0.28% | Q1 2021 | Q1 2022 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 1.00% | 1.71% | 2.29% | Q4 2019 | Q4 2020 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.05% | 0.25% | 0.43% | Q4 2021 | Q3 2023 | 5 |
NKCFO LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
AUA CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q4 2017 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q1 2016 | 5 |
Otter Creek Advisors, LLC | 4 | 1 | 0.94% | 1.62% | 2.25% | Q1 2015 | Q3 2016 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2017 | 5 |
Benin Management CORP | 5 | 5 | 0.11% | 0.20% | 0.30% | Q3 2015 | Q3 2016 | 5 |
Aldebaran Financial Inc. | 5 | 5 | 0.17% | 0.31% | 0.43% | Q2 2016 | Q2 2017 | 5 |
Rotella Capital Management, Inc. | 2 | 1 | 0.38% | 0.64% | 1.11% | Q2 2014 | Q4 2015 | 5 |
FDO Partners, LLC | 5 | 5 | 0.17% | 0.55% | 1.11% | Q3 2016 | Q3 2017 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Berger Financial Group, Inc | 5 | 5 | 0.70% | 0.82% | 0.93% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.13% | 0.21% | 0.29% | Q4 2016 | Q4 2017 | 5 |
Cornerstone Advisors, LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q2 2020 | Q2 2021 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q2 2015 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 5 |
BRIGADE CAPITAL MANAGEMENT, LP | 5 | 5 | 0.71% | 1.23% | 1.89% | Q3 2017 | Q3 2018 | 5 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.94% | 2.72% | Q1 2018 | Q1 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Fluent Financial, LLC | 5 | 5 | 1.06% | 2.45% | 3.40% | Q3 2022 | Q3 2023 | 5 |
WoodTrust Financial Corp | 5 | 5 | 0.64% | 0.70% | 0.73% | Q3 2022 | Q3 2023 | 5 |
SFMG, LLC | 5 | 5 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q4 2021 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 5 | 5 | 0.14% | 1.23% | 1.76% | Q2 2013 | Q2 2014 | 5 |
West Coast Financial LLC | 5 | 5 | 0.87% | 0.94% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.96% | 1.54% | 1.83% | Q4 2015 | Q4 2016 | 5 |
Gryphon Financial Partners LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 5 |
FORT, L.P. | 5 | 5 | 0.13% | 0.21% | 0.27% | Q3 2020 | Q3 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Man Investments Ltd | 5 | 5 | 0.07% | 0.23% | 0.40% | Q2 2013 | Q2 2014 | 5 |
New England Research & Management, Inc. | 2 | 1 | 0.23% | 0.39% | 0.55% | Q1 2020 | Q4 2022 | 5 |
Everhart Financial Group, Inc. | 3 | 2 | 0.09% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 5 |
L & S Advisors Inc | 4 | 1 | 0.69% | 1.83% | 2.26% | Q4 2014 | Q1 2023 | 5 |
EHP Funds Inc. | 3 | 2 | 0.12% | 0.22% | 0.30% | Q2 2022 | Q3 2023 | 5 |
Empirical Asset Management, LLC | 3 | 2 | 0.51% | 0.65% | 0.77% | Q4 2021 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
TCF National Bank | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 5 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 5 | 5 | 0.68% | 2.49% | 3.45% | Q1 2016 | Q1 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2014 | 5 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.60% | 0.90% | 1.48% | Q4 2014 | Q2 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 5 | 5 | 0.30% | 0.44% | 0.62% | Q3 2015 | Q3 2016 | 5 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2022 | 5 |
KEELEY ASSET MANAGEMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q2 2014 | 5 |
MIROVA | 3 | 2 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q4 2022 | 5 |
Alpha Paradigm Partners, LLC | 5 | 5 | 0.01% | 0.12% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2021 | 5 |
LGT Fund Management Co Ltd. | 5 | 5 | 0.28% | 0.54% | 0.82% | Q4 2021 | Q4 2022 | 5 |
LGT Group Foundation | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Forum Private Client Group LLC | 5 | 5 | 0.19% | 0.21% | 0.23% | Q2 2022 | Q2 2023 | 5 |
MASTERS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.15% | 0.93% | 1.57% | Q1 2017 | Q4 2019 | 5 |
Interchange Capital Partners, LLC | 3 | 2 | 0.00% | 0.29% | 0.53% | Q4 2020 | Q2 2022 | 5 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.33% | 1.52% | Q2 2018 | Q2 2021 | 5 |
Capital Wealth Planning, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Quantedge Capital Pte Ltd | 3 | 2 | 0.25% | 0.75% | 1.52% | Q2 2021 | Q3 2022 | 5 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.25% | 0.41% | Q4 2014 | Q3 2019 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q1 2017 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q4 2016 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.19% | 0.26% | 0.36% | Q3 2013 | Q3 2014 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 2 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q1 2015 | 5 |
Fulcrum Equity Management | 5 | 5 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.59% | 1.65% | Q4 2014 | Q4 2015 | 5 |
TRILOGY GLOBAL ADVISORS LP | 5 | 5 | 0.91% | 1.12% | 1.34% | Q2 2016 | Q2 2017 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Ceredex Value Advisors LLC | 3 | 1 | 0.32% | 0.59% | 1.03% | Q2 2019 | Q3 2023 | 5 |
OKABENA INVESTMENT SERVICES INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Cognios Capital, LLC | 4 | 1 | 0.09% | 0.40% | 0.74% | Q4 2017 | Q1 2020 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.17% | 1.06% | 2.28% | Q4 2015 | Q3 2018 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
WELD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.09% | 0.32% | 0.50% | Q4 2019 | Q4 2020 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 5 | 5 | 0.61% | 0.89% | 1.03% | Q1 2018 | Q1 2019 | 5 |
HARRIS ASSOCIATES L P | 3 | 1 | 0.00% | 0.56% | 1.50% | Q2 2013 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.08% | 0.15% | 0.30% | Q1 2020 | Q4 2022 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.08% | 0.21% | 0.35% | Q4 2019 | Q4 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 5 |
1st Global Advisors, Inc. | 5 | 5 | 0.14% | 0.16% | 0.19% | Q1 2015 | Q1 2016 | 5 |
SENTINEL ASSET MANAGEMENT, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
WHITEBOX ADVISORS LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 5 |
Catamount Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
OneAscent Wealth Management LLC | 4 | 1 | 0.11% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 5 |
HONEYWELL INTERNATIONAL INC | 5 | 5 | 0.37% | 0.66% | 0.84% | Q3 2016 | Q3 2017 | 5 |
FIRST FOUNDATION ADVISORS | 3 | 2 | 0.02% | 0.25% | 0.61% | Q2 2015 | Q3 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 0.05% | 0.08% | Q2 2015 | Q2 2017 | 5 |
Ergoteles LLC | 3 | 2 | 0.01% | 0.23% | 0.83% | Q2 2021 | Q3 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Nicholas Investment Partners, LP | 5 | 5 | 0.21% | 0.42% | 0.73% | Q1 2015 | Q1 2016 | 5 |
Weaver C. Barksdale & Associates, Inc. | 5 | 5 | 1.48% | 1.63% | 1.72% | Q3 2022 | Q3 2023 | 5 |
CGN Advisors LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.09% | 0.34% | 0.98% | Q4 2018 | Q2 2023 | 5 |
EULAV Asset Management | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q2 2014 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.04% | 0.14% | Q1 2018 | Q2 2018 | 5 |
Heritage Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q2 2017 | 5 |
Syntal Capital Partners, LLC | 5 | 5 | 0.31% | 0.41% | 0.50% | Q1 2021 | Q1 2022 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 5 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q2 2022 | 4 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 4 | 4 | 0.12% | 1.16% | 2.06% | Q4 2015 | Q3 2016 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.17% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Forward Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q3 2015 | 4 |
Ninety One UK Ltd | 2 | 2 | 0.01% | 0.10% | 0.19% | Q2 2017 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 4 |
Coe Capital Management, LLC | 3 | 1 | 0.17% | 1.15% | 1.54% | Q3 2014 | Q2 2021 | 4 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.09% | 0.15% | Q2 2019 | Q1 2021 | 4 |
Watershed Asset Management, L.L.C. | 4 | 4 | 0.29% | 0.30% | 0.32% | Q3 2022 | Q2 2023 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
W.G. Shaheen & Associates DBA Whitney & Co | 4 | 4 | 1.08% | 1.39% | 1.82% | Q4 2016 | Q3 2017 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Benson Investment Management Company, Inc. | 2 | 2 | 1.74% | 2.38% | 3.05% | Q2 2017 | Q2 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Avalon Global Asset Management LLC | 4 | 4 | 1.00% | 1.96% | 2.58% | Q4 2017 | Q3 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.10% | 0.27% | 0.47% | Q3 2013 | Q4 2016 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.32% | 0.39% | 0.53% | Q3 2017 | Q2 2018 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.12% | 0.18% | Q1 2021 | Q4 2022 | 4 |
TradeLink Capital LLC | 4 | 4 | 0.39% | 0.67% | 1.16% | Q2 2015 | Q1 2016 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CWA Asset Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 4 |
F&C Asset Management plc | 4 | 4 | 0.35% | 0.48% | 0.58% | Q2 2013 | Q1 2014 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2022 | 4 |
HOWARD CAPITAL MANAGEMENT | 4 | 4 | 0.96% | 1.23% | 1.47% | Q3 2016 | Q2 2017 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CHILTON INVESTMENT CO INC. | 3 | 1 | 0.01% | 0.73% | 1.71% | Q1 2017 | Q3 2023 | 4 |
Epoch Investment Partners, Inc. | 4 | 4 | 0.18% | 0.43% | 0.64% | Q2 2018 | Q1 2019 | 4 |
WALL STREET ASSOCIATES | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2014 | Q1 2015 | 4 |
J. Goldman & Co LP | 1 | 1 | 0.07% | 0.21% | 0.47% | Q4 2015 | Q3 2017 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2013 | Q3 2014 | 4 |
Seneca House Advisors | 4 | 4 | 0.15% | 0.18% | 0.20% | Q1 2022 | Q4 2022 | 4 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.01% | 0.17% | 0.25% | Q2 2022 | Q2 2023 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 1.77% | 1.85% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q2 2023 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.17% | 0.32% | 0.52% | Q1 2017 | Q4 2017 | 4 |
Hodges Capital Management Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 0.20% | 0.35% | 0.68% | Q4 2015 | Q3 2017 | 4 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 4 |
Barden Capital Management, Inc. | 4 | 4 | 0.82% | 0.95% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 3 | 1 | 0.00% | 0.07% | 0.10% | Q1 2016 | Q1 2017 | 4 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Patriot Wealth Management, Inc. | 4 | 4 | 0.69% | 0.88% | 1.08% | Q3 2016 | Q2 2017 | 4 |
Private Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Donald L. Hagan, LLC | 4 | 4 | 0.29% | 0.45% | 0.56% | Q1 2020 | Q4 2020 | 4 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 4 | 4 | 0.38% | 0.93% | 1.32% | Q4 2014 | Q3 2015 | 4 |
Altavista Wealth Management, Inc. | 3 | 1 | 0.08% | 0.14% | 0.18% | Q2 2016 | Q4 2017 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q1 2019 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 4 |
WASATCH ADVISORS LP | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Portolan Capital Management | 2 | 2 | 0.51% | 0.94% | 1.64% | Q1 2020 | Q3 2022 | 4 |
PFG Private Wealth Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q3 2021 | Q1 2023 | 4 |
Howard Capital Management Inc. | 4 | 4 | 1.00% | 1.24% | 1.74% | Q4 2017 | Q3 2018 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.79% | 0.86% | 0.96% | Q2 2013 | Q1 2014 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 1 | 0.02% | 1.26% | 1.86% | Q4 2015 | Q1 2022 | 4 |
EverPoint Asset Management, LLC | 2 | 1 | 0.00% | 0.07% | 0.12% | Q2 2015 | Q4 2016 | 4 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Deane Retirement Strategies, Inc. | 4 | 4 | 0.00% | 0.94% | 1.34% | Q3 2018 | Q2 2019 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
INGALLS & SNYDER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Euclidean Technologies Management, LLC | 4 | 4 | 1.56% | 1.87% | 2.19% | Q3 2018 | Q2 2019 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q2 2016 | 4 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.12% | 0.44% | 0.71% | Q2 2013 | Q1 2014 | 4 |
SWARTHMORE GROUP INC | 2 | 2 | 0.09% | 2.63% | 4.66% | Q3 2015 | Q2 2022 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 4 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Columbia Asset Management | 4 | 4 | 0.07% | 0.08% | 0.13% | Q4 2017 | Q3 2018 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 4 |
black-and-white Capital LP | 3 | 1 | 0.68% | 1.20% | 1.89% | Q2 2017 | Q2 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PENN INVESTORS TRUST CO /PA | 4 | 4 | 0.40% | 0.47% | 0.53% | Q2 2015 | Q1 2016 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2017 | Q3 2018 | 4 |
MONETTA FINANCIAL SERVICES INC | 4 | 4 | 0.82% | 0.98% | 1.13% | Q1 2015 | Q4 2015 | 4 |
Avalon Investment & Advisory | 3 | 1 | 0.31% | 0.45% | 0.55% | Q2 2013 | Q3 2018 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DALTON GREINER HARTMAN MAHER & CO | 4 | 4 | 1.20% | 1.26% | 1.32% | Q2 2013 | Q1 2014 | 4 |
CHICAGO TRUST Co NA | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.25% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.33% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.06% | 0.19% | 0.40% | Q4 2014 | Q2 2020 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 1.89% | 2.40% | 2.61% | Q3 2017 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.64% | 0.72% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Apex Capital Management | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2015 | Q1 2016 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.35% | 0.43% | 0.51% | Q2 2016 | Q4 2020 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.15% | 0.32% | 0.80% | Q1 2020 | Q2 2021 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.26% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.51% | 0.57% | 0.62% | Q2 2018 | Q1 2019 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.10% | 0.89% | 1.22% | Q1 2021 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.29% | 0.73% | 0.99% | Q3 2017 | Q1 2021 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.41% | 0.44% | 0.51% | Q2 2022 | Q1 2023 | 4 |
Birch Grove Capital LP | 2 | 2 | 0.01% | 0.06% | 0.09% | Q3 2019 | Q4 2019 | 4 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q4 2017 | 4 |
ProVise Management Group, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2020 | 4 |
Quadrant Private Wealth Management, LLC | 3 | 1 | 0.20% | 0.21% | 0.23% | Q1 2019 | Q1 2020 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Guardian Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kepos Capital LP | 2 | 1 | 0.03% | 0.22% | 0.35% | Q3 2017 | Q1 2020 | 4 |
Tyvor Capital LLC | 3 | 1 | 3.29% | 5.34% | 9.34% | Q2 2014 | Q2 2018 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.31% | 0.52% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Engle Capital Management, L.P. | 4 | 4 | 1.83% | 5.74% | 8.77% | Q4 2021 | Q3 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hanlon Investment Management, Inc. | 2 | 1 | 0.28% | 0.33% | 0.42% | Q4 2015 | Q2 2022 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.31% | 2.48% | 3.56% | Q4 2015 | Q3 2016 | 4 |
Kemnay Advisory Services Inc. | 3 | 1 | 0.24% | 0.40% | 0.55% | Q1 2018 | Q1 2019 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2021 | 4 |
COWEN INC. | 1 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q2 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Triangle Securities Wealth Management | 4 | 4 | 0.22% | 0.26% | 0.30% | Q2 2017 | Q1 2018 | 4 |
CHASE INVESTMENT COUNSEL CORP | 3 | 1 | 0.37% | 1.19% | 1.48% | Q4 2015 | Q3 2023 | 4 |
Pegasus Partners Ltd. | 4 | 4 | 0.18% | 0.27% | 0.34% | Q1 2016 | Q4 2016 | 4 |
Raveneur Investment Group LP | 3 | 3 | 2.40% | 4.39% | 6.46% | Q3 2015 | Q1 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.33% | 0.47% | 0.56% | Q3 2017 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Balter Liquid Alternatives, LLC | 3 | 3 | 0.12% | 0.33% | 0.57% | Q4 2017 | Q2 2018 | 3 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.23% | 0.67% | 1.14% | Q3 2013 | Q4 2015 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.00% | 0.16% | 0.31% | Q3 2016 | Q1 2017 | 3 |
PUZO MICHAEL J | 3 | 3 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q2 2016 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.55% | 0.60% | 0.66% | Q3 2016 | Q1 2017 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q2 2015 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.45% | 0.53% | 0.58% | Q1 2023 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
A. D. Beadell Investment Counsel, Inc. | 3 | 3 | 0.17% | 0.20% | 0.23% | Q3 2016 | Q1 2017 | 3 |
Trutina Financial LLC | 2 | 1 | 0.01% | 0.32% | 0.87% | Q2 2013 | Q1 2014 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.19% | 0.20% | 0.22% | Q4 2018 | Q1 2020 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.15% | 0.53% | 0.82% | Q1 2020 | Q3 2020 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.04% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Invictus RG | 1 | 1 | 0.02% | 0.85% | 2.05% | Q4 2015 | Q1 2020 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 0.01% | 0.48% | 0.77% | Q1 2020 | Q3 2020 | 3 |
TAYLOR ASSET MANAGEMENT INC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q3 2018 | Q1 2019 | 3 |
StrategIQ Financial Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
M.D. Sass, Inc. | 3 | 3 | 0.15% | 0.17% | 0.18% | Q3 2016 | Q1 2017 | 3 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.13% | 0.35% | 0.46% | Q3 2021 | Q4 2021 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.22% | 0.24% | 0.26% | Q3 2018 | Q1 2019 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.10% | 0.14% | 0.19% | Q1 2016 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Arthur Zaske & Associates, LLC | 3 | 3 | 0.20% | 0.24% | 0.30% | Q2 2017 | Q4 2017 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 1.49% | 1.56% | 1.68% | Q3 2016 | Q1 2017 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.50% | 0.56% | 0.65% | Q4 2016 | Q2 2017 | 3 |
Simply Money Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
South Dakota Investment Council | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.13% | 1.29% | 2.01% | Q2 2014 | Q2 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Counterpoint Mutual Funds LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q3 2021 | Q2 2022 | 3 |
Bryn Mawr Capital Management, LLC | 3 | 3 | 0.33% | 0.34% | 0.35% | Q1 2022 | Q3 2022 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q4 2019 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Clear Perspective Advisors, LLC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q3 2017 | Q2 2018 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.39% | 0.58% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HG Vora Capital Management, LLC | 2 | 2 | 1.95% | 2.37% | 2.71% | Q2 2017 | Q3 2017 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.30% | 0.42% | 0.65% | Q2 2013 | Q4 2013 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 3 |
Waterstone Capital Management, L.P. | 3 | 3 | 1.65% | 2.12% | 2.91% | Q3 2017 | Q1 2018 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Decatur Capital Management, Inc. | 3 | 3 | 0.06% | 0.25% | 0.39% | Q3 2016 | Q1 2017 | 3 |
Independence Bank of Kentucky | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2019 | 3 |
Santori & Peters, Inc. | 2 | 1 | 0.01% | 0.15% | 0.23% | Q4 2017 | Q4 2019 | 3 |
MANA Advisors LLC | 1 | 1 | 0.34% | 1.19% | 2.43% | Q4 2017 | Q3 2020 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.09% | 0.19% | 0.36% | Q4 2015 | Q2 2016 | 3 |
Titus Wealth Management | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.36% | 0.54% | 0.69% | Q1 2016 | Q3 2016 | 3 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.23% | 0.56% | Q4 2015 | Q1 2020 | 3 |
MQS Management LLC | 2 | 1 | 0.14% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.04% | 0.12% | 0.20% | Q1 2017 | Q2 2023 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.09% | 0.17% | 0.26% | Q3 2020 | Q1 2021 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Dominick & Dominick LLC | 3 | 3 | 0.10% | 0.16% | 0.24% | Q1 2014 | Q3 2014 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2021 | 3 |
Palmer Knight Co | 3 | 3 | 2.94% | 3.08% | 3.16% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.41% | 0.47% | 0.57% | Q1 2023 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.01% | 0.07% | 0.20% | Q2 2016 | Q4 2016 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.06% | 0.29% | 0.52% | Q2 2021 | Q2 2022 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.01% | 0.13% | 0.20% | Q1 2020 | Q2 2022 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.07% | 0.17% | Q2 2017 | Q1 2020 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Chimera Capital Management LLC | 1 | 1 | 0.24% | 0.60% | 0.90% | Q4 2021 | Q4 2022 | 3 |
Candlestick Capital Management LP | 2 | 1 | 0.22% | 0.42% | 0.52% | Q4 2020 | Q1 2023 | 3 |
Ranch Capital Advisors Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.04% | 0.09% | 0.11% | Q4 2019 | Q1 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
AXS Investments LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.12% | 0.23% | 0.41% | Q3 2013 | Q3 2015 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
ACUITY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.12% | 0.42% | 0.61% | Q2 2013 | Q4 2013 | 3 |
Zuckerman Investment Group, LLC | 3 | 3 | 2.68% | 3.19% | 3.80% | Q3 2016 | Q1 2017 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.13% | 0.25% | 0.45% | Q4 2022 | Q2 2023 | 3 |
COMERICA SECURITIES INC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q4 2016 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q2 2022 | Q4 2022 | 3 |
First Washington CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ALLEN OPERATIONS LLC | 3 | 3 | 1.36% | 1.91% | 2.25% | Q1 2023 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.17% | 0.46% | Q4 2017 | Q4 2018 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Gitterman Wealth Management, LLC | 2 | 1 | 0.13% | 0.18% | 0.26% | Q4 2021 | Q1 2023 | 3 |
AM Squared Ltd | 2 | 1 | 0.03% | 0.14% | 0.28% | Q4 2022 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 2 | 1 | 0.12% | 0.14% | 0.18% | Q2 2022 | Q2 2023 | 3 |
Boxwood Ventures, Inc. | 3 | 3 | 2.04% | 2.28% | 2.47% | Q1 2022 | Q3 2022 | 3 |
PZENA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.27% | 0.31% | 0.33% | Q2 2021 | Q2 2023 | 3 |
BRANDES INVESTMENT PARTNERS, LP | 3 | 3 | 1.39% | 1.51% | 1.61% | Q4 2012 | Q2 2013 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.14% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
NEW AMSTERDAM PARTNERS LLC/NY | 3 | 3 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.57% | 1.69% | 1.87% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2015 | Q3 2015 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.14% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Citizens Business Bank | 3 | 3 | 0.26% | 0.32% | 0.36% | Q2 2020 | Q4 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Linden Thomas Advisory Services, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.28% | 0.30% | 0.31% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.26% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
KLR INVESTMENT ADVISORS, LLC | 2 | 1 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.24% | 0.27% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.16% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
National Wealth Management Group, LLC | 2 | 1 | 0.21% | 0.39% | 0.62% | Q1 2022 | Q1 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
LOWE BROCKENBROUGH & CO INC | 3 | 3 | 0.04% | 0.31% | 0.73% | Q2 2013 | Q4 2013 | 3 |
Passport Capital, LLC | 2 | 1 | 0.68% | 1.20% | 1.67% | Q1 2015 | Q1 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2015 | Q3 2015 | 3 |
Haverford Financial Services, Inc. | 3 | 3 | 0.19% | 0.26% | 0.33% | Q3 2019 | Q1 2020 | 3 |
1ST SOURCE BANK | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q3 2015 | 3 |
Sabal Trust CO | 3 | 3 | 1.50% | 1.54% | 1.62% | Q1 2020 | Q3 2020 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 1.20% | 1.25% | 1.35% | Q2 2013 | Q4 2013 | 3 |
Perkins Investment Management, LLC | 3 | 3 | 0.22% | 0.54% | 0.72% | Q2 2013 | Q4 2013 | 3 |
SNOW CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
RELIANCE TRUST CO | 3 | 3 | 0.21% | 0.23% | 0.24% | Q3 2013 | Q1 2014 | 3 |
COLUMBUS CIRCLE INVESTORS | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2014 | Q4 2016 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.14% | 0.22% | Q1 2016 | Q4 2016 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.66% | 0.78% | 0.88% | Q2 2014 | Q2 2016 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.78% | 0.88% | 1.01% | Q4 2015 | Q2 2016 | 3 |
NICOLET BANKSHARES INC | 3 | 3 | 0.15% | 0.19% | 0.24% | Q4 2015 | Q2 2016 | 3 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q2 2023 | 3 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.23% | 2.54% | 6.83% | Q3 2017 | Q1 2021 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.62% | 1.58% | 3.05% | Q2 2018 | Q3 2022 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q4 2013 | 3 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.03% | 0.13% | 0.26% | Q1 2016 | Q1 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 3 | 3 | 0.23% | 0.39% | 0.50% | Q2 2015 | Q4 2015 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q1 2017 | Q4 2017 | 3 |
FIRST NIAGARA BANK | 3 | 3 | 0.06% | 0.14% | 0.28% | Q4 2015 | Q2 2016 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.07% | 0.08% | Q3 2017 | Q2 2018 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Northeast Financial Consultants Inc | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2022 | 3 |
Boussard & Gavaudan Investment Management LLP | 2 | 1 | 0.10% | 0.13% | 0.15% | Q3 2014 | Q3 2023 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.30% | 0.34% | 0.36% | Q4 2014 | Q2 2015 | 3 |
Junto Capital Management LP | 1 | 1 | 0.64% | 1.27% | 2.15% | Q4 2016 | Q3 2022 | 3 |
IRON Financial LLC | 2 | 1 | 0.10% | 0.19% | 0.26% | Q1 2021 | Q1 2022 | 3 |
Napier Park Global Capital (US) LP | 2 | 2 | 1.70% | 8.46% | 14.27% | Q2 2017 | Q3 2017 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.21% | 0.38% | Q3 2017 | Q3 2019 | 3 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.33% | 0.47% | Q3 2016 | Q3 2018 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.24% | 0.38% | 0.51% | Q1 2015 | Q3 2015 | 3 |
M. Kraus & Co | 2 | 1 | 0.15% | 0.16% | 0.17% | Q1 2015 | Q1 2016 | 3 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.08% | 0.12% | 0.17% | Q1 2017 | Q1 2018 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2014 | 2 |
25 LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.16% | 0.23% | 0.31% | Q1 2015 | Q2 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.07% | 0.17% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Waldron Private Wealth LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q1 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FCF Advisors LLC | 2 | 2 | 0.42% | 0.42% | 0.43% | Q2 2022 | Q3 2022 | 2 |
SHAPIRO CAPITAL MANAGEMENT LLC | 2 | 2 | 2.74% | 3.01% | 3.29% | Q3 2019 | Q4 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.13% | 0.23% | 0.32% | Q1 2022 | Q1 2023 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.40% | 0.44% | 0.47% | Q3 2015 | Q4 2015 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VICUS CAPITAL | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.65% | 0.82% | 1.00% | Q4 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 2 | 2 | 0.41% | 0.48% | 0.54% | Q4 2016 | Q1 2017 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q1 2016 | 2 |
FCA CORP /TX | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Glovista Investments LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Hurlow Wealth Management Group, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2020 | Q2 2020 | 2 |
WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 1.90% | 2.14% | 2.38% | Q3 2016 | Q4 2016 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2018 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.27% | 0.49% | 0.71% | Q2 2020 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.40% | 0.49% | Q4 2014 | Q3 2017 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.23% | 0.26% | 0.29% | Q2 2013 | Q3 2013 | 2 |
Peoples Bank/KS | 2 | 2 | 0.34% | 0.35% | 0.36% | Q3 2023 | Q4 2023 | 2 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.32% | 0.52% | 0.72% | Q1 2023 | Q2 2023 | 2 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.73% | 1.44% | Q3 2018 | Q1 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Achievement Holdings L.P. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.33% | 0.34% | 0.35% | Q4 2020 | Q1 2021 | 2 |
GLENHILL ADVISORS LLC | 1 | 1 | 1.78% | 1.80% | 1.81% | Q4 2016 | Q2 2017 | 2 |
Coatue Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Roundview Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 2 |
Manikay Partners, LLC | 2 | 2 | 2.49% | 3.41% | 4.33% | Q3 2017 | Q4 2017 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.32% | 0.37% | 0.43% | Q2 2013 | Q4 2013 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.20% | 0.33% | 0.47% | Q4 2019 | Q2 2020 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q2 2017 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
FT Options LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.49% | 0.59% | 0.68% | Q3 2017 | Q1 2019 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2019 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.08% | 0.15% | 0.22% | Q1 2016 | Q2 2016 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.41% | 2.04% | 3.67% | Q1 2020 | Q2 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q1 2022 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 2.84% | 2.93% | 3.02% | Q2 2020 | Q3 2020 | 2 |
CAPITAL INSIGHT PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
FORA Capital, LLC | 1 | 1 | 0.10% | 0.18% | 0.27% | Q4 2019 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
LINCOLN CAPITAL CORP | 2 | 2 | 1.36% | 1.46% | 1.56% | Q2 2017 | Q3 2017 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.12% | 0.29% | 0.46% | Q2 2018 | Q2 2020 | 2 |
Miura Global Management | 2 | 2 | 2.37% | 3.56% | 4.74% | Q4 2015 | Q1 2016 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.17% | 0.27% | 0.38% | Q2 2020 | Q2 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.77% | 0.78% | 0.78% | Q1 2022 | Q2 2022 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.62% | 0.92% | 1.23% | Q2 2023 | Q3 2023 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 2 | 0.16% | 0.26% | 0.36% | Q1 2015 | Q2 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.42% | 0.92% | 1.43% | Q4 2016 | Q1 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2014 | Q3 2014 | 2 |
Cypress Capital, LLC | 2 | 2 | 0.65% | 0.65% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2022 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.56% | 0.58% | 0.60% | Q3 2022 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.61% | 0.69% | 0.78% | Q1 2021 | Q2 2021 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2022 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2014 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
KEMPNER CAPITAL MANAGEMENT INC. | 2 | 2 | 1.08% | 1.15% | 1.22% | Q2 2017 | Q3 2017 | 2 |
Stux Capital Management, LLC | 1 | 1 | 0.04% | 0.22% | 0.39% | Q2 2013 | Q1 2014 | 2 |
LGT CAPITAL PARTNERS LTD. | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2014 | Q3 2014 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.04% | 0.63% | 1.22% | Q4 2016 | Q1 2017 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.76% | 0.81% | 0.86% | Q4 2016 | Q1 2017 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.28% | 0.44% | 0.60% | Q3 2017 | Q4 2017 | 2 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 2 |
NVWM, LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q3 2022 | Q4 2022 | 2 |
China Universal Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.11% | 0.19% | Q4 2016 | Q4 2016 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.42% | 0.50% | 0.59% | Q4 2015 | Q1 2016 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Retirement Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.17% | 0.24% | 0.31% | Q2 2020 | Q3 2020 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.09% | 0.10% | 0.12% | Q3 2018 | Q3 2020 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.48% | 0.53% | 0.57% | Q2 2020 | Q3 2020 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sarasin & Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Empyrean Capital Partners, LP | 2 | 2 | 0.16% | 0.34% | 0.52% | Q4 2020 | Q1 2021 | 2 |
TCWP LLC | 2 | 2 | 0.02% | 0.57% | 1.12% | Q1 2022 | Q2 2022 | 2 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.03% | 0.22% | 0.42% | Q4 2019 | Q1 2022 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2020 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.06% | 0.22% | 0.37% | Q2 2016 | Q2 2019 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.07% | 0.33% | 0.60% | Q1 2019 | Q1 2021 | 2 |
HNP Capital LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Bronson Point Management LLC | 2 | 2 | 0.36% | 1.15% | 1.94% | Q3 2017 | Q4 2017 | 2 |
Operose Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2023 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.40% | 0.45% | 0.50% | Q3 2014 | Q4 2014 | 2 |
Itau USA Asset Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.39% | 1.46% | 1.54% | Q1 2022 | Q1 2022 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.19% | 0.30% | 0.41% | Q1 2020 | Q2 2020 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q2 2014 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.74% | 0.74% | 0.75% | Q2 2023 | Q3 2023 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.87% | 1.44% | 2.01% | Q1 2017 | Q3 2017 | 2 |
Oak Thistle LLC | 1 | 1 | 0.15% | 0.24% | 0.34% | Q1 2023 | Q3 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 1.42% | 1.66% | 1.90% | Q2 2023 | Q3 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
TOWER BRIDGE ADVISORS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q1 2020 | Q2 2021 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.19% | 0.30% | Q3 2020 | Q1 2021 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Quarry LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.68% | 0.72% | 0.76% | Q2 2013 | Q3 2013 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.03% | 0.14% | 0.26% | Q4 2022 | Q1 2023 | 2 |
JBF Capital, Inc. | 2 | 2 | 0.95% | 1.03% | 1.12% | Q2 2013 | Q3 2013 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.52% | 0.52% | 0.53% | Q1 2022 | Q2 2022 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Scoria Capital Partners LP | 2 | 2 | 0.81% | 1.13% | 1.45% | Q4 2015 | Q1 2016 | 2 |
Tradewinds Global Investors, LLC | 2 | 2 | 0.12% | 0.61% | 1.11% | Q2 2013 | Q3 2013 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.30% | 1.11% | 1.92% | Q1 2021 | Q1 2022 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2013 | Q3 2013 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Kapstone Financial Advisors LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
G&S Capital LLC | 1 | 1 | 0.90% | 1.21% | 1.52% | Q1 2019 | Q1 2022 | 2 |
B&D White Capital Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 2 |
OTTER CREEK MANAGEMENT INC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2014 | Q3 2014 | 2 |
NUANCE INVESTMENTS, LLC | 2 | 2 | 0.50% | 0.58% | 0.65% | Q3 2016 | Q4 2016 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Kopernik Global Investors, LLC | 2 | 2 | 2.39% | 3.42% | 4.44% | Q3 2017 | Q4 2017 | 2 |
Silver Rock Financial LP | 2 | 2 | 1.01% | 1.17% | 1.33% | Q4 2017 | Q1 2018 | 2 |
CMC Financial Group | 2 | 2 | 1.72% | 2.01% | 2.31% | Q1 2022 | Q2 2022 | 2 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2015 | Q2 2015 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
IMS Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2016 | Q1 2016 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Corvex Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2014 | Q1 2014 | 1 |
WINMILL & CO. INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2019 | Q3 2019 | 1 |
Foyston, Gordon, & Payne Inc | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2013 | Q2 2013 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2017 | Q4 2017 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2020 | Q2 2020 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Archipel Asset Management AB | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2013 | Q4 2013 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2015 | Q4 2015 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Kidder Stephen W | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
Sante Capital Fund, LP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2022 | Q3 2022 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Cadence Bank | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
FORESTERS ASSET MANAGEMENT INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
Destination Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q4 2016 | Q4 2016 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2016 | Q4 2016 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2020 | Q1 2020 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2017 | Q2 2017 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
TOWLE & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Warlander Asset Management, LP | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2016 | Q4 2016 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
LionEye Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2014 | Q1 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Night Square Capital Partners, LP | 1 | 1 | 4.18% | 4.18% | 4.18% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
LNZ Capital LP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2017 | Q2 2017 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
ZWEIG ADVISERS LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2016 | Q1 2016 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 3.80% | 3.80% | 3.80% | Q2 2020 | Q2 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
HOME FEDERAL BANK OF TENNESSEE | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
JS Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2011 | Q4 2011 | 1 |
Somerset Trust Co | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2013 | Q4 2013 | 1 |
Grisanti Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
St. Louis Trust Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2021 | Q3 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2016 | Q1 2016 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q1 2020 | Q1 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
AXAR CAPITAL MANAGEMENT L.P. | 1 | 1 | 12.81% | 12.81% | 12.81% | Q4 2015 | Q4 2015 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2017 | Q3 2017 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Arvest Bank Trust Division | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Adirondack Research & Management Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2013 | Q1 2013 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2016 | Q1 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CARBONADO CAPITAL | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2018 | Q3 2018 | 1 |
VALICENTI ADVISORY SERVICES INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2013 | Q4 2013 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2016 | Q4 2016 | 1 |
Greenlight Capital | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ruffer LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Meritage Group LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2016 | Q3 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2015 | Q3 2015 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Ennismore Fund Management Ltd | 1 | 1 | 4.30% | 4.30% | 4.30% | Q1 2021 | Q1 2021 | 1 |
Optas, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Wealth Advisors of Iowa, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Stillwater Investment Management, L.P. | 1 | 1 | 4.04% | 4.04% | 4.04% | Q3 2016 | Q3 2016 | 1 |
Bay Rivers Group | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TRUE SIGNAL LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Holowesko Partners Ltd. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2017 | Q3 2017 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2020 | Q2 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CROFT-LEOMINSTER INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2016 | Q4 2016 | 1 |
Franklin Street Capital Partners, LLC | 1 | 1 | 15.00% | 15.00% | 15.00% | Q1 2020 | Q1 2020 | 1 |
Woodline Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
140 Summer Partners LP | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2021 | Q2 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Gator Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
Leap Investments LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Parsifal Capital Management, LP | 1 | 1 | 3.63% | 3.63% | 3.63% | Q3 2023 | Q3 2023 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
COUNTRY FUND MANAGEMENT | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2013 | Q2 2013 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Cheviot Value Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2013 | Q3 2013 | 1 |
Fosun International Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Trek Financial, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Perpetual Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2017 | Q4 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FolioMetrix LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Newbrook Capital Advisors LP | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2022 | Q1 2022 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TKG Advisors, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2022 | Q1 2022 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
VeraBank, N.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
APPLETON GROUP, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2023 | Q1 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2023 | Q1 2023 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Golden State Equity Partners | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harrington Investments, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2016 | Q1 2016 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2014 | Q4 2014 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
IBERIABANK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2020 | Q2 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Nantahala Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Sculptor Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2020 | Q3 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONROE HALL ASSET MANAGEMENT LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2016 | Q2 2016 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SPRING CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q3 2017 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2015 | Q1 2015 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2013 | Q2 2013 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lesa Sroufe & Co | 1 | 1 | 4.18% | 4.18% | 4.18% | Q2 2013 | Q2 2013 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2016 | Q2 2016 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
Broad Peak Investment Holdings Ltd. | 1 | 1 | 5.97% | 5.97% | 5.97% | Q4 2021 | Q4 2021 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Tillar-Wenstrup Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2022 | Q2 2022 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
First Western Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Security National Bank | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2017 | Q1 2017 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2016 | Q2 2016 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AMS Capital Ltda | 1 | 1 | 5.98% | 5.98% | 5.98% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Fiera Capital Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2013 | Q3 2013 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 5.48% | 5.48% | 5.48% | Q4 2020 | Q4 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2020 | Q2 2020 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2022 | Q3 2022 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ibex Investors LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own KROGER CO or have owned KROGER CO in the past.