Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.20% | Q1 2012 | Q3 2023 | 138 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 124 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 123 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 122 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 116 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.32% | Q2 2013 | Q3 2023 | 116 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 115 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 113 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.09% | 2.19% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 42 | 42 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 100 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 97 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.04% | 0.34% | Q4 2015 | Q3 2023 | 92 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q3 2023 | 90 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.04% | 0.30% | Q1 2014 | Q3 2023 | 87 |
WOLVERINE TRADING, LLC | 26 | 3 | 0.00% | 0.08% | 0.23% | Q2 2016 | Q3 2023 | 87 |
HSBC HOLDINGS PLC | 46 | 46 | 0.00% | 0.04% | 0.23% | Q2 2012 | Q3 2023 | 86 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 83 |
Paloma Partners Management Co | 33 | 8 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 80 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.14% | Q1 2013 | Q3 2023 | 73 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 1 | 0.00% | 0.10% | 0.47% | Q3 2013 | Q3 2023 | 73 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.05% | 0.22% | Q3 2013 | Q3 2023 | 71 |
TWO SIGMA INVESTMENTS, LP | 26 | 4 | 0.00% | 0.10% | 0.62% | Q3 2015 | Q3 2023 | 70 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 67 |
Twin Tree Management, LP | 13 | 1 | 0.00% | 0.08% | 0.45% | Q2 2014 | Q3 2023 | 64 |
TWO SIGMA SECURITIES, LLC | 16 | 4 | 0.00% | 0.07% | 0.79% | Q2 2016 | Q3 2023 | 61 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.15% | 0.51% | Q3 2018 | Q3 2023 | 58 |
TUDOR INVESTMENT CORP ET AL | 19 | 1 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 57 |
Squarepoint Ops LLC | 17 | 1 | 0.00% | 0.09% | 0.76% | Q4 2014 | Q3 2023 | 56 |
Verition Fund Management LLC | 21 | 3 | 0.00% | 0.15% | 0.86% | Q2 2013 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.09% | 0.84% | Q1 2009 | Q3 2023 | 56 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 55 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q2 2018 | 55 |
GLENMEDE TRUST CO NA | 42 | 2 | 0.00% | 0.23% | 0.65% | Q2 2007 | Q3 2023 | 54 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 54 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 53 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 2 | 0.00% | 0.08% | 0.38% | Q2 2014 | Q3 2023 | 53 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 51 |
HAP Trading, LLC | 19 | 2 | 0.00% | 0.05% | 0.34% | Q4 2014 | Q3 2023 | 50 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 50 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.14% | 0.46% | Q2 2015 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.08% | 0.19% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.09% | 0.38% | Q3 2011 | Q3 2023 | 49 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.01% | 0.13% | Q4 2012 | Q1 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.00% | 0.09% | 0.22% | Q4 2011 | Q3 2023 | 48 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 30 | 7 | 0.00% | 0.09% | 0.45% | Q2 2014 | Q3 2023 | 46 |
Lido Advisors, LLC | 29 | 29 | 0.01% | 0.13% | 0.34% | Q3 2016 | Q3 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2017 | 45 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.05% | 0.11% | 0.23% | Q2 2010 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q2 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.63% | 1.06% | Q2 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.09% | 0.38% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.10% | 0.18% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.11% | 0.21% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.23% | 0.62% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.07% | 0.12% | Q1 2013 | Q3 2023 | 43 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.20% | 1.66% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.35% | 0.81% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.14% | 0.36% | 0.78% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.09% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.20% | 1.88% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.06% | 0.31% | 0.78% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.52% | 1.06% | Q2 2013 | Q3 2023 | 42 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 31 | 11 | 0.03% | 0.21% | 0.41% | Q1 2013 | Q3 2023 | 42 |
OAKTOP CAPITAL MANAGEMENT II, L.P. | 42 | 42 | 3.77% | 13.90% | 28.15% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.10% | 0.21% | Q2 2012 | Q4 2022 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.05% | 0.26% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.00% | 0.14% | 0.47% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.04% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.02% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.05% | 0.24% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.97% | 1.89% | 2.77% | Q2 2013 | Q3 2023 | 42 |
TWIN CAPITAL MANAGEMENT INC | 42 | 42 | 0.11% | 0.35% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.24% | 0.57% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.46% | 0.76% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.03% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.30% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.03% | 0.22% | 0.44% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.02% | 0.41% | 1.40% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMICA MUTUAL INSURANCE CO | 42 | 42 | 0.06% | 0.43% | 1.39% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.38% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.20% | 0.51% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 42 | 42 | 0.00% | 0.28% | 1.07% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LORD, ABBETT & CO. LLC | 42 | 42 | 0.02% | 0.23% | 0.85% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.19% | 0.57% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.04% | 0.21% | 0.49% | Q2 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 40 | 1 | 0.04% | 0.47% | 1.31% | Q2 2013 | Q3 2023 | 41 |
KEYBANK NATIONAL ASSOCIATION/OH | 32 | 1 | 0.00% | 0.02% | 0.17% | Q4 2012 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 40 | 1 | 0.02% | 0.13% | 0.49% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.04% | 0.18% | 0.43% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.05% | 0.14% | 0.26% | Q3 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Mariner, LLC | 36 | 5 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.05% | 0.11% | 0.20% | Q3 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 32 | 9 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.02% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 41 |
CONNING INC. | 41 | 41 | 0.01% | 0.06% | 0.24% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.11% | 0.21% | Q1 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 33 | 7 | 0.00% | 0.23% | 0.39% | Q3 2013 | Q4 2023 | 41 |
PRIVATE TRUST CO NA | 32 | 2 | 0.01% | 0.15% | 0.50% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.12% | 0.44% | Q2 2013 | Q3 2023 | 41 |
Amica Retiree Medical Trust | 40 | 40 | 0.06% | 0.46% | 1.48% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.04% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
BARINGS LLC | 37 | 3 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 21 | 19 | 0.01% | 0.21% | 0.56% | Q2 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 38 | 2 | 0.00% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 40 |
UNITED FIRE GROUP INC | 40 | 40 | 0.13% | 0.65% | 1.90% | Q2 2013 | Q1 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.11% | 0.27% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.05% | 0.14% | 0.26% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.05% | 0.13% | 0.23% | Q4 2013 | Q3 2023 | 40 |
CROSSLINK CAPITAL INC | 33 | 7 | 0.00% | 4.52% | 10.85% | Q2 2013 | Q3 2023 | 40 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 28 | 2 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 40 |
STEPHENS INC /AR/ | 21 | 19 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
TCW GROUP INC | 24 | 15 | 0.02% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.21% | 0.52% | 0.95% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.05% | 0.12% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Johnson Financial Group, Inc. | 37 | 2 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 39 |
RENAISSANCE GROUP LLC | 37 | 2 | 0.02% | 1.17% | 1.56% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.05% | 0.17% | 0.43% | Q1 2014 | Q3 2023 | 39 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 3 | 0.00% | 0.15% | 0.35% | Q3 2013 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.01% | 0.15% | 0.33% | Q2 2013 | Q2 2023 | 39 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 39 | 39 | 0.02% | 0.14% | 0.30% | Q2 2013 | Q4 2022 | 39 |
Gotham Asset Management, LLC | 38 | 1 | 0.00% | 0.29% | 0.89% | Q3 2013 | Q3 2023 | 39 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 39 | 39 | 0.15% | 0.66% | 1.40% | Q1 2014 | Q3 2023 | 39 |
Alkeon Capital Management | 38 | 38 | 0.33% | 1.13% | 3.13% | Q2 2014 | Q3 2023 | 38 |
Dana Investment Advisors, Inc. | 34 | 4 | 0.01% | 1.15% | 2.05% | Q1 2014 | Q3 2023 | 38 |
ENTERPRISE FINANCIAL SERVICES CORP | 35 | 2 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 38 |
GAM Holding AG | 27 | 11 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 38 |
Ameritas Investment Partners, Inc. | 38 | 38 | 0.02% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 25 | 2 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 38 |
FDx Advisors, Inc. | 32 | 6 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q3 2023 | 38 |
PineBridge Investments, L.P. | 37 | 1 | 0.02% | 0.18% | 0.53% | Q3 2013 | Q3 2023 | 38 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 15 | 5 | 0.00% | 0.19% | 1.31% | Q2 2013 | Q4 2019 | 38 |
BNP Paribas Asset Management Holding S.A. | 38 | 38 | 0.00% | 0.11% | 0.45% | Q2 2014 | Q3 2023 | 38 |
Calamos Advisors LLC | 32 | 2 | 0.00% | 0.18% | 0.39% | Q4 2013 | Q3 2023 | 38 |
SHELTON CAPITAL MANAGEMENT | 37 | 37 | 0.03% | 0.28% | 0.99% | Q3 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.08% | 0.13% | 0.20% | Q2 2014 | Q3 2023 | 38 |
HANCOCK WHITNEY CORP | 29 | 4 | 0.01% | 0.11% | 0.60% | Q3 2013 | Q3 2023 | 38 |
AMERICAN CENTURY COMPANIES INC | 38 | 38 | 0.00% | 0.08% | 0.31% | Q2 2014 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 38 |
Meiji Yasuda Life Insurance Co | 38 | 38 | 0.03% | 0.17% | 0.40% | Q2 2014 | Q3 2023 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 38 | 38 | 0.05% | 0.12% | 0.22% | Q2 2014 | Q3 2023 | 38 |
BESSEMER GROUP INC | 29 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 37 |
NEVILLE RODIE & SHAW INC | 37 | 37 | 0.20% | 1.12% | 2.37% | Q4 2014 | Q4 2023 | 37 |
FUKOKU MUTUAL LIFE INSURANCE Co | 36 | 1 | 0.01% | 0.05% | 0.55% | Q4 2013 | Q3 2023 | 37 |
BROWN ADVISORY INC | 33 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
INTEGRAL DERIVATIVES, LLC | 17 | 17 | 0.01% | 0.04% | 0.15% | Q1 2014 | Q1 2018 | 37 |
DUPONT CAPITAL MANAGEMENT CORP | 30 | 7 | 0.01% | 0.18% | 0.63% | Q2 2013 | Q4 2022 | 37 |
Harbour Capital Advisors, LLC | 37 | 37 | 0.30% | 1.06% | 2.49% | Q4 2014 | Q4 2023 | 37 |
Horizon Investment Services, LLC | 37 | 37 | 1.73% | 3.12% | 4.35% | Q3 2014 | Q3 2023 | 37 |
Jefferies Group LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2022 | 37 |
GREAT LAKES ADVISORS, LLC | 37 | 37 | 0.02% | 0.09% | 0.43% | Q3 2014 | Q3 2023 | 37 |
ClariVest Asset Management LLC | 21 | 16 | 0.34% | 0.78% | 1.19% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 36 | 36 | 0.07% | 0.16% | 0.26% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q1 2022 | 36 |
Centiva Capital, LP | 8 | 1 | 0.00% | 0.05% | 0.18% | Q1 2019 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.08% | 0.24% | Q4 2014 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 27 | 9 | 0.00% | 0.18% | 0.54% | Q3 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 35 | 35 | 0.00% | 0.07% | 0.63% | Q1 2015 | Q3 2023 | 36 |
LOOMIS SAYLES & CO L P | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 27 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 33 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
Cable Hill Partners, LLC | 36 | 36 | 0.03% | 1.31% | 5.45% | Q4 2014 | Q3 2023 | 36 |
PITTENGER & ANDERSON INC | 36 | 36 | 0.01% | 0.07% | 0.34% | Q4 2014 | Q3 2023 | 36 |
PARNASSUS INVESTMENTS, LLC | 32 | 4 | 0.02% | 0.30% | 0.89% | Q2 2013 | Q3 2023 | 36 |
STRS OHIO | 36 | 36 | 0.00% | 0.13% | 0.39% | Q4 2014 | Q3 2023 | 36 |
KCM INVESTMENT ADVISORS LLC | 32 | 1 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 36 |
Eventide Asset Management | 35 | 35 | 0.82% | 1.81% | 3.44% | Q1 2015 | Q3 2023 | 35 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 1 | 0.04% | 0.12% | 0.19% | Q2 2014 | Q3 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 32 | 1 | 0.00% | 0.05% | 0.26% | Q3 2014 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.01% | 0.03% | 0.20% | Q2 2013 | Q4 2021 | 35 |
ZACKS INVESTMENT MANAGEMENT | 21 | 3 | 0.01% | 0.23% | 0.42% | Q2 2013 | Q1 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 35 |
ASSOCIATED BANC-CORP | 32 | 32 | 0.26% | 1.32% | 2.73% | Q4 2015 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 33 | 2 | 0.00% | 0.03% | 0.28% | Q1 2012 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 3 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 35 |
CIBC WORLD MARKETS CORP | 35 | 35 | 0.01% | 0.18% | 1.97% | Q1 2015 | Q3 2023 | 35 |
USS Investment Management Ltd | 18 | 17 | 0.19% | 0.99% | 2.22% | Q3 2013 | Q3 2023 | 35 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 19 | 15 | 0.30% | 0.82% | 1.31% | Q4 2014 | Q3 2023 | 34 |
BALDWIN BROTHERS LLC/MA | 32 | 2 | 0.00% | 0.01% | 0.11% | Q3 2014 | Q4 2023 | 34 |
COLONY GROUP LLC | 26 | 8 | 0.00% | 0.15% | 0.48% | Q4 2013 | Q3 2023 | 34 |
ALPS ADVISORS INC | 27 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 34 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.10% | 0.56% | Q3 2013 | Q3 2023 | 34 |
Smithfield Trust Co | 34 | 34 | 0.01% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
BANK OF THE WEST | 34 | 34 | 0.05% | 0.41% | 0.94% | Q3 2014 | Q4 2022 | 34 |
BANQUE PICTET & CIE SA | 34 | 34 | 0.06% | 0.13% | 0.70% | Q2 2015 | Q3 2023 | 34 |
FIRST CITIZENS BANK & TRUST CO | 31 | 3 | 0.02% | 0.20% | 0.39% | Q2 2013 | Q3 2023 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 1 | 0.00% | 0.03% | 0.28% | Q4 2013 | Q4 2023 | 34 |
Brandywine Global Investment Management, LLC | 29 | 1 | 0.00% | 0.25% | 0.54% | Q4 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2021 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.09% | 0.16% | Q2 2015 | Q3 2023 | 34 |
CENTRAL BANK & TRUST CO | 29 | 5 | 0.00% | 0.53% | 1.45% | Q4 2014 | Q3 2023 | 34 |
WINTON GROUP Ltd | 18 | 3 | 0.02% | 0.29% | 0.97% | Q2 2014 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q3 2021 | 34 |
BTC Capital Management, Inc. | 34 | 34 | 0.31% | 0.71% | 1.10% | Q2 2015 | Q3 2023 | 34 |
MAVERICK CAPITAL LTD | 31 | 1 | 0.00% | 1.45% | 6.24% | Q2 2013 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2021 | 34 |
LSV ASSET MANAGEMENT | 34 | 34 | 0.00% | 0.40% | 0.89% | Q2 2015 | Q3 2023 | 34 |
Foundry Partners, LLC | 31 | 1 | 0.02% | 0.59% | 0.97% | Q4 2013 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 32 | 1 | 0.00% | 0.05% | 0.48% | Q4 2014 | Q3 2023 | 34 |
CCM INVESTMENT ADVISERS LLC | 30 | 4 | 0.21% | 1.81% | 2.76% | Q3 2014 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
Alberta Investment Management Corp | 12 | 1 | 0.00% | 0.12% | 0.29% | Q3 2013 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.05% | 0.37% | Q3 2015 | Q3 2023 | 33 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.13% | 0.55% | Q2 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.00% | 0.18% | 0.35% | Q2 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.16% | 0.97% | Q2 2013 | Q2 2021 | 33 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 29 | 4 | 0.09% | 0.34% | 0.60% | Q2 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 14 | 0.03% | 0.13% | 0.52% | Q2 2013 | Q3 2023 | 33 |
South Dakota Investment Council | 33 | 33 | 0.00% | 0.16% | 0.52% | Q3 2015 | Q3 2023 | 33 |
Freedom Investment Management, Inc. | 33 | 33 | 0.04% | 0.11% | 0.18% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
Advisors Capital Management, LLC | 33 | 33 | 0.04% | 0.60% | 1.39% | Q3 2015 | Q3 2023 | 33 |
MUFG Americas Holdings Corp | 13 | 1 | 0.00% | 0.02% | 0.10% | Q4 2010 | Q3 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 32 | 32 | 0.04% | 0.24% | 0.49% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2021 | 32 |
E&G Advisors, LP | 32 | 32 | 0.14% | 0.46% | 0.83% | Q4 2015 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.59% | 2.00% | Q1 2014 | Q4 2021 | 32 |
Hillsdale Investment Management Inc. | 23 | 4 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q2 2022 | 32 |
MURPHY CAPITAL MANAGEMENT INC | 32 | 32 | 0.05% | 0.12% | 0.19% | Q3 2014 | Q2 2022 | 32 |
DELPHI MANAGEMENT INC /MA/ | 26 | 1 | 0.42% | 1.38% | 1.72% | Q2 2013 | Q2 2023 | 32 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.13% | 0.96% | Q4 2014 | Q3 2022 | 32 |
Cambridge Investment Research Advisors, Inc. | 29 | 3 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.18% | 0.51% | Q4 2015 | Q3 2023 | 32 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 11 | 2 | 0.04% | 0.36% | 0.99% | Q2 2013 | Q4 2022 | 32 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 32 | 32 | 1.17% | 1.85% | 2.52% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.01% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Penserra Capital Management LLC | 32 | 32 | 0.00% | 0.15% | 1.23% | Q4 2015 | Q3 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.02% | 0.11% | 0.38% | Q1 2016 | Q4 2023 | 32 |
Winch Advisory Services, LLC | 24 | 7 | 0.00% | 0.04% | 0.56% | Q2 2015 | Q3 2023 | 31 |
CSS LLC/IL | 15 | 1 | 0.00% | 0.06% | 0.21% | Q4 2013 | Q3 2022 | 31 |
Oakworth Capital, Inc. | 31 | 31 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
L & S Advisors Inc | 30 | 1 | 0.19% | 0.82% | 1.94% | Q4 2014 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
EAGLE ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 31 |
Calamos Wealth Management LLC | 31 | 31 | 0.04% | 0.28% | 0.87% | Q1 2016 | Q3 2023 | 31 |
MARIETTA INVESTMENT PARTNERS LLC | 31 | 31 | 0.09% | 0.89% | 3.69% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 22 | 2 | 0.00% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 31 |
SCOTIA CAPITAL INC. | 18 | 2 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 31 |
Baldwin Investment Management, LLC | 31 | 31 | 0.20% | 0.70% | 1.16% | Q1 2016 | Q3 2023 | 31 |
REGIONS FINANCIAL CORP | 29 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 31 |
THOMPSON SIEGEL & WALMSLEY LLC | 23 | 8 | 0.00% | 0.15% | 0.86% | Q2 2013 | Q1 2022 | 31 |
Grassi Investment Management | 22 | 3 | 0.03% | 0.13% | 0.23% | Q2 2014 | Q3 2023 | 31 |
DAVIS SELECTED ADVISERS | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q4 2020 | 31 |
FIRST MERCHANTS CORP | 31 | 31 | 0.11% | 0.37% | 1.01% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.19% | 0.31% | Q1 2016 | Q3 2023 | 31 |
QS Investors, LLC | 31 | 31 | 0.00% | 0.07% | 0.37% | Q4 2013 | Q2 2021 | 31 |
Artemis Investment Management LLP | 25 | 1 | 0.00% | 0.31% | 0.82% | Q3 2014 | Q3 2023 | 31 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.08% | 0.38% | Q4 2017 | Q4 2022 | 31 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.05% | 0.16% | 0.27% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Gradient Investments LLC | 14 | 2 | 0.00% | 0.01% | 0.26% | Q4 2013 | Q3 2023 | 31 |
LEUTHOLD GROUP, LLC | 30 | 1 | 0.18% | 1.79% | 2.65% | Q1 2015 | Q3 2023 | 31 |
Ninety One UK Ltd | 31 | 31 | 0.14% | 0.51% | 1.49% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 27 | 2 | 0.00% | 0.08% | 0.22% | Q3 2013 | Q3 2023 | 31 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.03% | 0.15% | Q1 2009 | Q4 2020 | 30 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.00% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 30 |
WADDELL & REED FINANCIAL INC | 27 | 3 | 0.04% | 0.26% | 0.64% | Q2 2013 | Q4 2020 | 30 |
MEEDER ASSET MANAGEMENT INC | 18 | 2 | 0.05% | 0.25% | 0.68% | Q3 2013 | Q3 2023 | 30 |
Bowling Portfolio Management LLC | 30 | 30 | 0.05% | 0.50% | 1.00% | Q2 2015 | Q3 2022 | 30 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2020 | 30 |
Cutter & CO Brokerage, Inc. | 24 | 6 | 0.16% | 0.44% | 0.94% | Q1 2016 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 30 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 2 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.22% | 1.30% | Q4 2016 | Q3 2023 | 30 |
CAAS CAPITAL MANAGEMENT LP | 11 | 2 | 0.01% | 0.25% | 0.69% | Q1 2020 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 7 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 30 |
Tredje AP-fonden | 30 | 30 | 0.03% | 0.23% | 0.84% | Q2 2015 | Q3 2022 | 30 |
VALLEY NATIONAL ADVISERS INC | 22 | 8 | 0.00% | 0.30% | 1.33% | Q1 2015 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.07% | 0.25% | 0.46% | Q1 2016 | Q3 2023 | 30 |
Hilltop Holdings Inc. | 30 | 30 | 0.04% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Sheaff Brock Investment Advisors, LLC | 28 | 2 | 0.04% | 0.12% | 0.34% | Q4 2015 | Q3 2023 | 30 |
BADGLEY PHELPS & BELL INC | 30 | 30 | 0.34% | 0.73% | 1.12% | Q1 2014 | Q2 2021 | 30 |
PITCAIRN CO | 30 | 30 | 0.02% | 0.10% | 0.28% | Q2 2016 | Q3 2023 | 30 |
RWC Asset Management LLP | 23 | 7 | 0.06% | 0.91% | 2.03% | Q2 2014 | Q3 2023 | 30 |
Employees Retirement System of Texas | 25 | 1 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 29 |
AMF Tjanstepension AB | 29 | 29 | 0.02% | 0.46% | 1.51% | Q3 2016 | Q3 2023 | 29 |
INTRUST BANK NA | 29 | 29 | 0.08% | 0.30% | 0.49% | Q3 2016 | Q3 2023 | 29 |
PRUDENTIAL PLC | 28 | 1 | 0.00% | 0.10% | 0.48% | Q3 2014 | Q3 2023 | 29 |
CORNERCAP INVESTMENT COUNSEL INC | 16 | 13 | 0.03% | 0.55% | 1.62% | Q2 2015 | Q3 2023 | 29 |
FIRST MIDWEST BANK TRUST DIVISION | 29 | 29 | 0.07% | 0.23% | 0.60% | Q4 2014 | Q4 2021 | 29 |
AFFINITY INVESTMENT ADVISORS, LLC | 15 | 14 | 0.31% | 0.47% | 0.89% | Q2 2015 | Q3 2023 | 29 |
JOHNSON INVESTMENT COUNSEL INC | 26 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 2 | 0.01% | 0.32% | 1.03% | Q4 2014 | Q3 2022 | 29 |
SEIZERT CAPITAL PARTNERS, LLC | 29 | 29 | 0.25% | 0.40% | 0.58% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.13% | 0.35% | Q4 2013 | Q4 2020 | 29 |
Checchi Capital Advisers, LLC | 25 | 2 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 28 | 1 | 0.01% | 0.07% | 0.14% | Q2 2015 | Q3 2023 | 29 |
CHARTWELL INVESTMENT PARTNERS, LLC | 29 | 29 | 0.03% | 0.25% | 0.61% | Q3 2016 | Q3 2023 | 29 |
American Trust Investment Advisors, LLC | 24 | 5 | 1.41% | 2.54% | 4.87% | Q3 2015 | Q3 2023 | 29 |
Vident Investment Advisory, LLC | 15 | 14 | 0.00% | 0.22% | 0.74% | Q2 2015 | Q2 2023 | 29 |
RGM Capital, LLC | 29 | 29 | 2.11% | 8.27% | 11.37% | Q2 2013 | Q2 2020 | 29 |
Bridgewater Associates | 8 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.44% | 0.94% | 1.56% | Q1 2016 | Q2 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.01% | 0.06% | 0.67% | Q4 2015 | Q4 2022 | 29 |
Vigilant Capital Management, LLC | 20 | 9 | 0.00% | 0.99% | 2.81% | Q2 2015 | Q4 2022 | 29 |
SpiderRock Advisors, LLC | 19 | 1 | 0.00% | 0.07% | 0.45% | Q1 2017 | Q3 2023 | 29 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.13% | 0.21% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.10% | 0.17% | 0.26% | Q4 2016 | Q3 2023 | 28 |
TRUST CO OF VERMONT | 28 | 28 | 0.00% | 0.04% | 0.20% | Q4 2016 | Q3 2023 | 28 |
MACKENZIE FINANCIAL CORP | 17 | 11 | 0.01% | 0.07% | 0.31% | Q3 2013 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 28 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.24% | 0.80% | Q3 2013 | Q3 2023 | 28 |
J.P. Marvel Investment Advisors, LLC | 17 | 2 | 0.38% | 1.56% | 2.92% | Q2 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FIDUCIARY TRUST CO | 28 | 28 | 0.01% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 28 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 28 | 28 | 0.86% | 1.28% | 1.70% | Q4 2016 | Q3 2023 | 28 |
Oak Grove Capital LLC | 15 | 6 | 0.00% | 1.48% | 5.67% | Q1 2018 | Q3 2023 | 28 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 28 | 28 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q1 2021 | 28 |
Raymond James Financial Services Advisors, Inc. | 14 | 7 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2020 | 28 |
Annex Advisory Services, LLC | 28 | 28 | 0.01% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 28 |
EVERENCE CAPITAL MANAGEMENT INC | 28 | 28 | 0.09% | 0.14% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 27 | 1 | 0.00% | 0.13% | 0.68% | Q4 2014 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
B. Riley Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.29% | 0.76% | Q2 2014 | Q3 2023 | 28 |
People's United Financial, Inc. | 28 | 28 | 0.00% | 0.15% | 0.88% | Q2 2015 | Q1 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.05% | 0.20% | Q4 2016 | Q3 2023 | 28 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 3 | 0.30% | 0.98% | 1.49% | Q3 2016 | Q3 2023 | 28 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
FIRST FOUNDATION ADVISORS | 27 | 27 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Mirae Asset Global Investments Co., Ltd. | 27 | 27 | 0.01% | 0.15% | 0.31% | Q1 2017 | Q3 2023 | 27 |
ING GROEP NV | 16 | 1 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 27 |
Nippon Life Global Investors Americas, Inc. | 12 | 2 | 0.07% | 0.42% | 0.94% | Q3 2013 | Q3 2023 | 27 |
FIRST FINANCIAL CORP /IN/ | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
1832 Asset Management L.P. | 16 | 1 | 0.00% | 0.12% | 0.53% | Q1 2015 | Q3 2023 | 27 |
AlphaMark Advisors, LLC | 27 | 27 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 27 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 15 | 1 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q1 2022 | 27 |
Compagnie Lombard Odier SCmA | 14 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 27 |
TRUST CO OF TOLEDO NA /OH/ | 20 | 7 | 0.05% | 0.13% | 0.28% | Q1 2017 | Q4 2023 | 27 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 27 |
CFO4Life Group, LLC | 27 | 27 | 0.14% | 0.31% | 0.76% | Q1 2017 | Q3 2023 | 27 |
Bray Capital Advisors | 27 | 27 | 0.16% | 0.30% | 0.46% | Q1 2017 | Q3 2023 | 27 |
West Oak Capital, LLC | 27 | 27 | 0.01% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
AMUNDI ASSET MANAGEMENT US, INC. | 22 | 1 | 0.01% | 0.24% | 0.63% | Q1 2014 | Q1 2021 | 27 |
Farmers & Merchants Trust Co of Chambersburg PA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Ballentine Partners, LLC | 27 | 27 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Glassman Wealth Services | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.02% | 0.16% | 0.91% | Q3 2014 | Q1 2023 | 27 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.05% | 0.33% | Q1 2014 | Q4 2022 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.13% | 0.26% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
PLATINUM INVESTMENT MANAGEMENT LTD | 26 | 26 | 0.01% | 0.84% | 2.68% | Q2 2017 | Q3 2023 | 26 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 26 | 26 | 0.18% | 3.03% | 4.30% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.11% | 0.26% | Q3 2016 | Q3 2023 | 26 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 1 | 0.00% | 0.03% | 0.15% | Q2 2016 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.04% | 0.09% | Q3 2013 | Q1 2020 | 26 |
CLOUGH CAPITAL PARTNERS L P | 8 | 2 | 0.41% | 1.52% | 3.57% | Q3 2014 | Q3 2023 | 26 |
Royal Fund Management, LLC | 18 | 6 | 0.00% | 0.17% | 0.49% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Ifrah Financial Services, Inc. | 19 | 7 | 0.07% | 0.14% | 0.20% | Q1 2017 | Q3 2023 | 26 |
Atria Investments, Inc | 14 | 12 | 0.01% | 0.08% | 0.24% | Q1 2017 | Q3 2023 | 26 |
Nicholas Investment Partners, LP | 17 | 2 | 0.07% | 0.34% | 0.77% | Q4 2014 | Q3 2023 | 26 |
BAILARD, INC. | 24 | 1 | 0.02% | 0.21% | 0.86% | Q4 2015 | Q3 2023 | 26 |
Stuart Chaussee & Associates, Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
PIEDMONT INVESTMENT ADVISORS INC | 26 | 26 | 0.05% | 0.34% | 1.54% | Q4 2013 | Q1 2020 | 26 |
JENNISON ASSOCIATES LLC | 24 | 2 | 0.00% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
FULLER & THALER ASSET MANAGEMENT, INC. | 15 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 26 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.14% | 0.54% | Q4 2014 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.18% | 0.49% | Q2 2013 | Q3 2019 | 26 |
LAZARD ASSET MANAGEMENT LLC | 25 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 26 |
ADVISOR PARTNERS LLC | 26 | 26 | 0.08% | 0.14% | 0.21% | Q1 2016 | Q2 2022 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 26 |
COLUMBUS CIRCLE INVESTORS | 20 | 5 | 0.00% | 0.85% | 1.46% | Q3 2013 | Q3 2020 | 25 |
DAVENPORT & Co LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 25 | 25 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Grantham, Mayo, Van Otterloo & Co. LLC | 17 | 2 | 0.00% | 1.06% | 2.49% | Q4 2015 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 24 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 25 |
CAPITAL ADVISORS INC/OK | 18 | 7 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 25 |
ALPHA WINDWARD LLC | 10 | 2 | 0.01% | 0.17% | 0.38% | Q2 2013 | Q3 2020 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2019 | 25 |
Transform Wealth, LLC | 25 | 25 | 0.63% | 1.22% | 1.84% | Q3 2017 | Q3 2023 | 25 |
MARTINGALE ASSET MANAGEMENT L P | 25 | 25 | 0.02% | 0.06% | 0.13% | Q3 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q4 2021 | 25 |
CPWM, LLC | 25 | 25 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2022 | 25 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 23 | 2 | 0.09% | 0.18% | 0.28% | Q2 2017 | Q3 2023 | 25 |
Capital Research Global Investors | 10 | 6 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q1 2023 | 25 |
AMERICAN NATIONAL BANK | 19 | 6 | 0.01% | 0.10% | 0.32% | Q2 2016 | Q3 2023 | 25 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 25 | 25 | 0.09% | 0.29% | 0.83% | Q3 2017 | Q3 2023 | 25 |
CIM INVESTMENT MANAGEMENT INC | 10 | 1 | 0.07% | 0.24% | 0.46% | Q2 2015 | Q3 2023 | 25 |
Moors & Cabot, Inc. | 25 | 25 | 0.04% | 0.09% | 0.15% | Q3 2017 | Q3 2023 | 25 |
SevenBridge Financial Group, LLC | 12 | 4 | 0.00% | 0.19% | 0.54% | Q2 2016 | Q3 2023 | 25 |
Epoch Investment Partners, Inc. | 17 | 8 | 0.01% | 0.31% | 0.87% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 25 |
FineMark National Bank & Trust | 15 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.16% | 0.35% | Q1 2016 | Q1 2022 | 25 |
abrdn plc | 25 | 25 | 0.05% | 0.11% | 0.17% | Q3 2017 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 19 | 6 | 0.02% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
MONETARY MANAGEMENT GROUP INC | 25 | 25 | 0.05% | 0.83% | 1.35% | Q3 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 24 | 1 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 25 |
CI INVESTMENTS INC. | 17 | 8 | 0.00% | 0.11% | 0.33% | Q2 2016 | Q3 2023 | 25 |
HOLDERNESS INVESTMENTS CO | 21 | 4 | 0.10% | 0.19% | 0.33% | Q2 2017 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.03% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Proficio Capital Partners LLC | 15 | 4 | 0.00% | 0.08% | 0.42% | Q4 2015 | Q3 2023 | 25 |
JAMES INVESTMENT RESEARCH INC | 25 | 25 | 0.01% | 0.47% | 1.57% | Q3 2017 | Q3 2023 | 25 |
BURNEY CO/ | 25 | 25 | 0.54% | 0.80% | 1.16% | Q3 2017 | Q3 2023 | 25 |
Cetera Investment Advisers | 25 | 25 | 0.06% | 0.12% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.05% | 0.24% | Q4 2016 | Q3 2023 | 25 |
Ninety One SA (PTY) Ltd | 24 | 24 | 0.03% | 1.08% | 2.05% | Q3 2016 | Q2 2022 | 24 |
CLEARARC CAPITAL INC | 23 | 1 | 0.05% | 0.09% | 0.18% | Q4 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SRB CORP | 16 | 8 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q4 2020 | 24 |
SCOUT INVESTMENTS, INC. | 10 | 1 | 0.10% | 0.42% | 0.77% | Q2 2013 | Q1 2021 | 24 |
Ardevora Asset Management LLP | 19 | 2 | 0.00% | 0.75% | 1.12% | Q2 2017 | Q3 2023 | 24 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 19 | 1 | 0.02% | 0.23% | 0.68% | Q1 2016 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.03% | 0.06% | 0.17% | Q3 2017 | Q3 2023 | 24 |
CYPRESS CAPITAL MANAGEMENT LLC | 24 | 24 | 0.09% | 0.19% | 0.25% | Q4 2016 | Q3 2022 | 24 |
ARS Investment Partners, LLC | 24 | 24 | 0.09% | 2.87% | 4.29% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 24 |
Cadence Bank | 24 | 24 | 0.06% | 0.20% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Fort Point Capital Partners LLC | 24 | 24 | 0.04% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 24 |
MV CAPITAL MANAGEMENT, INC. | 14 | 4 | 0.00% | 0.11% | 0.32% | Q2 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.51% | 1.15% | 1.65% | Q4 2017 | Q3 2023 | 24 |
USA FINANCIAL FORMULAS | 12 | 1 | 0.00% | 0.73% | 2.20% | Q4 2014 | Q3 2023 | 24 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 6 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q2 2021 | 24 |
RAYMOND JAMES TRUST N.A. | 18 | 6 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Strategic Global Advisors, LLC | 24 | 24 | 0.05% | 0.62% | 1.34% | Q4 2014 | Q3 2020 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.06% | 0.16% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 18 | 6 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 24 |
MARVIN & PALMER ASSOCIATES INC | 10 | 6 | 0.85% | 4.01% | 5.80% | Q2 2014 | Q4 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.08% | 0.14% | 0.29% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q1 2019 | 24 |
Cetera Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.16% | 0.32% | 0.50% | Q1 2017 | Q3 2023 | 24 |
MAI Capital Management | 14 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.14% | 0.29% | 0.42% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.08% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q1 2019 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.00% | 1.33% | 2.85% | Q4 2017 | Q3 2023 | 24 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.14% | 1.00% | Q3 2015 | Q3 2023 | 24 |
Matisse Capital | 20 | 4 | 0.13% | 0.76% | 2.05% | Q3 2017 | Q3 2023 | 24 |
GROUP ONE TRADING, L.P. | 14 | 2 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Apriem Advisors | 19 | 2 | 0.00% | 0.11% | 0.18% | Q4 2015 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Jacobi Capital Management LLC | 21 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.13% | 0.65% | Q1 2018 | Q3 2023 | 23 |
YHB Investment Advisors, Inc. | 23 | 23 | 0.29% | 0.65% | 0.92% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.20% | 0.32% | 0.44% | Q1 2018 | Q3 2023 | 23 |
REGENTATLANTIC CAPITAL LLC | 21 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q3 2022 | 23 |
Kingsview Wealth Management, LLC | 12 | 1 | 0.00% | 0.07% | 0.24% | Q2 2017 | Q3 2023 | 23 |
Malaga Cove Capital, LLC | 23 | 23 | 0.49% | 1.06% | 1.55% | Q1 2018 | Q3 2023 | 23 |
MIDDLETON & CO INC/MA | 23 | 23 | 0.05% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 23 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.01% | 0.12% | 0.42% | Q2 2013 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Morse Asset Management, Inc | 16 | 7 | 0.07% | 0.51% | 0.93% | Q1 2017 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.06% | 0.10% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Violich Capital Management, Inc. | 23 | 23 | 0.06% | 0.75% | 1.15% | Q1 2018 | Q3 2023 | 23 |
Harvest Fund Management Co., Ltd | 19 | 1 | 0.00% | 0.13% | 0.35% | Q3 2017 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Family Firm, Inc. | 19 | 4 | 0.08% | 0.14% | 0.21% | Q3 2017 | Q3 2023 | 23 |
Guinness Atkinson Asset Management Inc | 23 | 23 | 2.48% | 3.61% | 4.76% | Q1 2018 | Q3 2023 | 23 |
Guinness Asset Management LTD | 23 | 23 | 0.46% | 1.03% | 1.46% | Q1 2018 | Q3 2023 | 23 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.02% | 0.16% | 0.56% | Q2 2013 | Q2 2023 | 23 |
Marlowe Partners LP | 23 | 23 | 9.40% | 19.12% | 27.43% | Q1 2018 | Q3 2023 | 23 |
BANK PICTET & CIE (ASIA) LTD | 22 | 1 | 0.31% | 0.44% | 1.04% | Q2 2015 | Q3 2023 | 23 |
BerganKDV Wealth Management, LLC | 15 | 8 | 0.00% | 0.04% | 0.23% | Q4 2016 | Q2 2023 | 23 |
Braun-Bostich & Associates Inc. | 23 | 23 | 0.07% | 0.51% | 0.75% | Q4 2017 | Q2 2023 | 23 |
FINANCIAL COUNSELORS INC | 16 | 3 | 0.03% | 0.10% | 0.16% | Q1 2014 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 19 | 4 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 23 |
BRAUN STACEY ASSOCIATES INC | 16 | 7 | 0.03% | 1.08% | 1.45% | Q4 2013 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.06% | 0.12% | 0.25% | Q2 2013 | Q4 2018 | 23 |
Kistler-Tiffany Companies, LLC | 23 | 23 | 0.01% | 0.10% | 0.19% | Q4 2017 | Q2 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 23 |
PDT Partners, LLC | 10 | 4 | 0.01% | 0.37% | 1.14% | Q2 2013 | Q3 2023 | 23 |
Strategic Financial Services, Inc, | 23 | 23 | 0.18% | 0.33% | 0.47% | Q1 2018 | Q3 2023 | 23 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 21 | 2 | 0.00% | 0.15% | 0.35% | Q3 2013 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.01% | 0.74% | 1.63% | Q1 2018 | Q3 2023 | 23 |
Empirical Finance, LLC | 19 | 1 | 0.01% | 0.22% | 0.63% | Q4 2016 | Q3 2023 | 23 |
Bank Pictet & Cie (Europe) AG | 23 | 23 | 0.01% | 0.11% | 0.62% | Q2 2015 | Q4 2020 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 23 |
Summit Street Capital Management, LLC | 23 | 23 | 1.44% | 2.44% | 3.70% | Q1 2018 | Q3 2023 | 23 |
AE Wealth Management LLC | 18 | 4 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 23 |
Penobscot Investment Management Company, Inc. | 19 | 4 | 0.05% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
EATON VANCE MANAGEMENT | 22 | 22 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2022 | 22 |
ALLSTATE CORP | 20 | 1 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 22 |
WASHINGTON TRUST BANK | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 22 |
Biltmore Family Office, LLC | 17 | 1 | 0.07% | 0.15% | 0.32% | Q4 2017 | Q3 2023 | 22 |
Hosking Partners LLP | 22 | 22 | 0.06% | 0.21% | 0.63% | Q2 2018 | Q3 2023 | 22 |
Pendal Group Ltd | 16 | 6 | 0.01% | 0.39% | 1.23% | Q2 2017 | Q4 2022 | 22 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 22 |
Midwest Professional Planners, LTD. | 19 | 3 | 0.06% | 1.10% | 3.06% | Q4 2017 | Q3 2023 | 22 |
Baker Ellis Asset Management LLC | 22 | 22 | 0.22% | 1.12% | 1.65% | Q2 2018 | Q3 2023 | 22 |
GUARDIAN CAPITAL LP | 10 | 1 | 0.00% | 0.13% | 0.50% | Q2 2014 | Q3 2022 | 22 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 17 | 5 | 0.09% | 0.21% | 0.48% | Q2 2017 | Q3 2023 | 22 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.16% | 0.54% | Q4 2014 | Q4 2021 | 22 |
THOMAS WHITE INTERNATIONAL LTD | 22 | 22 | 0.04% | 0.08% | 0.16% | Q1 2018 | Q2 2023 | 22 |
SPROTT INC. | 18 | 2 | 0.02% | 0.95% | 2.75% | Q1 2016 | Q1 2023 | 22 |
Gradient Capital Advisors, LLC | 22 | 22 | 0.24% | 0.52% | 0.76% | Q2 2018 | Q3 2023 | 22 |
PGGM Investments | 11 | 5 | 0.04% | 0.09% | 0.17% | Q2 2015 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 12 | 9 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
COURIER CAPITAL LLC | 12 | 10 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2021 | 22 |
Rehmann Capital Advisory Group | 15 | 7 | 0.01% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 17 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 22 |
HARBER ASSET MANAGEMENT LLC | 15 | 2 | 0.49% | 2.72% | 4.98% | Q2 2013 | Q3 2023 | 22 |
MAPLELANE CAPITAL, LLC | 8 | 1 | 0.00% | 0.86% | 2.26% | Q4 2014 | Q2 2022 | 22 |
CAPTRUST FINANCIAL ADVISORS | 20 | 2 | 0.00% | 0.40% | 0.98% | Q4 2017 | Q3 2023 | 22 |
GREENLEAF TRUST | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 18 | 4 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 22 |
Mathes Company, Inc. | 11 | 11 | 1.14% | 1.63% | 2.68% | Q4 2015 | Q2 2022 | 22 |
BOSTON ADVISORS LLC | 22 | 22 | 0.20% | 0.58% | 1.24% | Q2 2014 | Q3 2019 | 22 |
Rodgers Brothers Inc. | 22 | 22 | 0.14% | 0.39% | 0.51% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2018 | 22 |
XR Securities LLC | 6 | 1 | 0.00% | 0.12% | 0.80% | Q2 2018 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 16 | 2 | 0.00% | 0.09% | 0.33% | Q4 2017 | Q3 2023 | 22 |
EXANE DERIVATIVES | 14 | 1 | 0.00% | 0.20% | 2.11% | Q3 2015 | Q1 2022 | 21 |
HOWE & RUSLING INC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 21 |
Strategic Wealth Partners, Ltd. | 16 | 5 | 0.01% | 0.44% | 1.15% | Q4 2017 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Yorktown Management & Research Co Inc | 14 | 7 | 0.04% | 0.40% | 0.80% | Q4 2013 | Q1 2020 | 21 |
BEACON FINANCIAL GROUP | 17 | 1 | 0.03% | 0.09% | 0.13% | Q3 2014 | Q4 2021 | 21 |
FIRST HAWAIIAN BANK | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 21 |
Stephens Investment Management Group LLC | 21 | 21 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q2 2018 | 21 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q2 2023 | 21 |
Catalyst Capital Advisors LLC | 15 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 21 |
Front Row Advisors LLC | 17 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
Quantbot Technologies LP | 3 | 1 | 0.03% | 0.35% | 1.23% | Q2 2013 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q2 2018 | 21 |
NAPLES GLOBAL ADVISORS, LLC | 21 | 21 | 0.08% | 0.46% | 0.63% | Q3 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.26% | 0.62% | 0.89% | Q2 2017 | Q3 2023 | 21 |
Nikulski Financial, Inc. | 19 | 2 | 0.22% | 0.72% | 1.16% | Q2 2018 | Q3 2023 | 21 |
Prime Capital Investment Advisors, LLC | 19 | 1 | 0.00% | 0.40% | 1.59% | Q3 2018 | Q3 2023 | 21 |
BP PLC | 21 | 21 | 0.07% | 0.14% | 0.36% | Q2 2016 | Q2 2021 | 21 |
Capital Investment Counsel, Inc | 21 | 21 | 0.16% | 0.26% | 0.41% | Q3 2018 | Q3 2023 | 21 |
Harbor Island Capital LLC | 21 | 21 | 5.65% | 11.54% | 14.63% | Q3 2018 | Q3 2023 | 21 |
WASHINGTON CAPITAL MANAGEMENT, INC | 21 | 21 | 0.09% | 0.67% | 1.14% | Q2 2013 | Q2 2018 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.01% | 0.53% | 1.17% | Q2 2013 | Q2 2018 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.97% | 3.57% | 4.99% | Q3 2018 | Q3 2023 | 21 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.20% | 1.07% | Q2 2013 | Q1 2023 | 21 |
KWMG, LLC | 21 | 21 | 0.50% | 0.74% | 1.13% | Q3 2018 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.10% | 0.56% | Q4 2018 | Q3 2023 | 21 |
Independent Advisor Alliance | 15 | 3 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 21 |
AJO, LP | 9 | 5 | 0.00% | 0.16% | 0.53% | Q3 2013 | Q4 2020 | 21 |
Cypress Capital Group | 21 | 21 | 0.06% | 0.29% | 0.65% | Q3 2018 | Q3 2023 | 21 |
ETRADE Capital Management LLC | 21 | 21 | 0.02% | 0.06% | 0.14% | Q3 2015 | Q3 2020 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
Fiera Capital Corp | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 20 |
DUBUQUE BANK & TRUST CO | 14 | 6 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 20 |
MCKINLEY CAPITAL MANAGEMENT LLC | 20 | 20 | 0.38% | 0.89% | 1.54% | Q3 2013 | Q2 2018 | 20 |
ROYCE & ASSOCIATES LP | 20 | 20 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 20 |
PARADIGM ASSET MANAGEMENT CO LLC | 18 | 2 | 0.20% | 0.62% | 0.87% | Q4 2014 | Q3 2023 | 20 |
LCNB CORP | 20 | 20 | 0.17% | 0.54% | 0.75% | Q4 2018 | Q3 2023 | 20 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 1 | 0.01% | 0.08% | 0.21% | Q2 2016 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q1 2018 | 20 |
FIRST INTERSTATE BANK | 18 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.03% | 0.24% | 0.50% | Q2 2013 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.70% | 1.19% | 1.60% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.41% | 1.65% | 2.27% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.22% | 0.30% | 0.43% | Q4 2018 | Q3 2023 | 20 |
ClearBridge Investments | 18 | 2 | 0.00% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.08% | 0.30% | Q1 2018 | Q3 2023 | 20 |
Clark Capital Management Group, Inc. | 12 | 8 | 0.24% | 0.51% | 0.71% | Q2 2016 | Q1 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.13% | 0.23% | 0.36% | Q4 2017 | Q3 2022 | 20 |
New Potomac Partners, LLC | 20 | 20 | 1.41% | 2.46% | 3.40% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 20 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 20 | 20 | 0.03% | 0.47% | 1.18% | Q1 2015 | Q4 2019 | 20 |
BANK OF STOCKTON | 19 | 1 | 0.12% | 0.43% | 0.62% | Q3 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q3 2019 | 20 |
Patriot Financial Group Insurance Agency, LLC | 12 | 4 | 0.00% | 0.14% | 0.30% | Q2 2017 | Q3 2023 | 20 |
Sonora Investment Management, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 20 |
HMS Capital Management, LLC | 10 | 1 | 0.03% | 0.60% | 1.50% | Q3 2016 | Q3 2019 | 20 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Baker Avenue Asset Management, LP | 16 | 1 | 0.02% | 0.41% | 0.65% | Q2 2013 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.12% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.01% | 0.23% | 0.41% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.14% | 0.33% | Q1 2013 | Q4 2017 | 20 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.01% | 0.32% | 0.90% | Q2 2016 | Q1 2022 | 20 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 19 | 1 | 0.06% | 1.85% | 3.49% | Q2 2018 | Q3 2023 | 20 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.26% | 1.17% | Q3 2013 | Q3 2022 | 20 |
Balentine LLC | 8 | 5 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.08% | 0.26% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Financial Management Professionals, Inc. | 14 | 6 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 20 |
Thomasville National Bank | 17 | 1 | 0.04% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 20 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2022 | 19 |
Polar Capital LLP | 19 | 19 | 0.04% | 0.37% | 0.53% | Q2 2013 | Q4 2017 | 19 |
SALEM INVESTMENT COUNSELORS INC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 19 |
Cerity Partners LLC | 14 | 5 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 19 |
CAXTON ASSOCIATES LP | 10 | 1 | 0.00% | 0.14% | 0.46% | Q2 2015 | Q3 2023 | 19 |
Covington Capital Management | 12 | 7 | 0.00% | 0.02% | 0.13% | Q2 2017 | Q3 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Triangle Securities Wealth Management | 19 | 19 | 0.19% | 0.32% | 0.51% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 19 |
BECKER CAPITAL MANAGEMENT INC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Boston Partners | 17 | 2 | 0.00% | 0.36% | 0.82% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.13% | Q4 2017 | Q2 2022 | 19 |
CASTLEARK MANAGEMENT LLC | 17 | 2 | 0.00% | 1.46% | 2.58% | Q1 2018 | Q3 2023 | 19 |
BRYN MAWR TRUST Co | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
HoyleCohen, LLC | 19 | 19 | 0.05% | 0.17% | 0.26% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.11% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Linscomb & Williams, Inc. | 19 | 19 | 0.34% | 0.59% | 0.78% | Q1 2019 | Q3 2023 | 19 |
Krilogy Financial LLC | 12 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q1 2023 | 19 |
NVWM, LLC | 14 | 2 | 0.01% | 0.37% | 0.67% | Q4 2017 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 19 |
Zurich Insurance Group Ltd/FI | 12 | 7 | 0.02% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.02% | 0.19% | 0.30% | Q3 2018 | Q3 2023 | 19 |
ADVISORY RESEARCH INC | 17 | 1 | 0.00% | 0.24% | 0.86% | Q1 2014 | Q3 2023 | 19 |
Anchor Investment Management, LLC | 16 | 3 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q4 2023 | 19 |
Sandy Spring Bank | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
OppenheimerFunds, Inc. | 19 | 19 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q1 2019 | 19 |
Rench Wealth Management, Inc. | 19 | 19 | 0.15% | 0.91% | 2.26% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.05% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Versor Investments LP | 7 | 5 | 0.01% | 0.22% | 0.80% | Q2 2017 | Q3 2023 | 19 |
COZAD ASSET MANAGEMENT INC | 14 | 5 | 0.06% | 0.84% | 1.37% | Q2 2018 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.35% | 2.18% | Q3 2014 | Q3 2023 | 19 |
Laffer Tengler Investments, Inc. | 14 | 5 | 0.22% | 1.05% | 1.92% | Q4 2016 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Van Hulzen Asset Management, LLC | 19 | 19 | 0.13% | 0.36% | 0.62% | Q1 2019 | Q3 2023 | 19 |
CADENCE CAPITAL MANAGEMENT LLC | 15 | 1 | 0.01% | 0.17% | 0.31% | Q4 2014 | Q2 2020 | 19 |
Avalon Investment & Advisory | 19 | 19 | 0.68% | 1.73% | 3.26% | Q3 2018 | Q1 2023 | 19 |
Glenview Trust Co | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 17 | 2 | 0.02% | 0.06% | 0.20% | Q1 2018 | Q3 2023 | 19 |
Clearstead Advisors, LLC | 19 | 19 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Symmetry Partners, LLC | 19 | 19 | 0.08% | 0.17% | 0.26% | Q2 2019 | Q4 2023 | 19 |
WRIGHT INVESTORS SERVICE INC | 10 | 1 | 0.18% | 0.30% | 0.73% | Q4 2016 | Q1 2022 | 19 |
NumerixS Investment Technologies Inc | 9 | 2 | 0.02% | 0.28% | 0.76% | Q4 2014 | Q2 2020 | 19 |
AlphaOne Investment Services, LLC | 12 | 1 | 0.02% | 0.17% | 0.88% | Q4 2013 | Q2 2019 | 19 |
ADIRONDACK TRUST CO | 15 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
Intercontinental Wealth Advisors, LLC | 19 | 19 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q2 2023 | 19 |
MARSICO CAPITAL MANAGEMENT LLC | 19 | 19 | 0.09% | 0.92% | 2.61% | Q4 2017 | Q2 2022 | 19 |
Aviance Capital Partners, LLC | 19 | 19 | 0.39% | 0.92% | 1.38% | Q1 2019 | Q3 2023 | 19 |
Outlook Wealth Advisors, LLC | 17 | 1 | 0.09% | 0.28% | 0.36% | Q4 2018 | Q3 2023 | 18 |
SteelPeak Wealth, LLC | 16 | 16 | 0.01% | 0.34% | 0.93% | Q4 2019 | Q3 2023 | 18 |
Kiwi Wealth Investments Limited Partnership | 12 | 1 | 0.09% | 0.43% | 1.03% | Q3 2017 | Q2 2023 | 18 |
Greystone Managed Investments Inc. | 18 | 18 | 0.25% | 0.41% | 0.60% | Q1 2014 | Q2 2018 | 18 |
Trexquant Investment LP | 7 | 1 | 0.02% | 0.29% | 0.84% | Q4 2014 | Q3 2023 | 18 |
Probity Advisors, Inc. | 8 | 2 | 0.25% | 0.57% | 0.78% | Q4 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.08% | 0.16% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Legg Mason Asset Management (Japan) Co., Ltd. | 11 | 2 | 0.37% | 0.67% | 1.18% | Q4 2013 | Q4 2021 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.46% | 1.02% | 1.45% | Q2 2019 | Q3 2023 | 18 |
Artisan Partners Limited Partnership | 8 | 4 | 0.11% | 0.51% | 0.81% | Q2 2013 | Q3 2023 | 18 |
CAMG Solamere Management, LLC | 18 | 18 | 0.58% | 1.35% | 1.94% | Q4 2016 | Q1 2021 | 18 |
REINHART PARTNERS, LLC. | 18 | 18 | 0.03% | 0.69% | 2.26% | Q2 2013 | Q3 2017 | 18 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.08% | 0.50% | 1.12% | Q3 2016 | Q3 2023 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
SeaCrest Wealth Management, LLC | 11 | 1 | 0.00% | 0.25% | 0.87% | Q4 2017 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 18 |
WEALTHFRONT Corp | 11 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 18 |
Fisher Asset Management, LLC | 17 | 1 | 0.00% | 0.48% | 1.03% | Q2 2018 | Q3 2023 | 18 |
Baystate Wealth Management LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 1.11% | 1.91% | Q2 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Focused Wealth Management, Inc | 10 | 3 | 0.00% | 0.04% | 0.13% | Q2 2016 | Q3 2023 | 18 |
Clarius Group, LLC | 18 | 18 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 14 | 4 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Tributary Capital Management, LLC | 18 | 18 | 0.10% | 0.18% | 0.30% | Q1 2016 | Q2 2020 | 18 |
SSI INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2021 | 18 |
MCDANIEL TERRY & CO | 18 | 18 | 0.04% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
FORVIS Wealth Advisors, LLC | 12 | 6 | 0.04% | 0.04% | 0.06% | Q3 2015 | Q4 2020 | 18 |
Sterling Investment Advisors, Ltd. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 18 |
Voya Financial Advisors, Inc. | 16 | 2 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2022 | 18 |
Quantitative Investment Management, LLC | 5 | 1 | 0.01% | 0.24% | 0.91% | Q2 2013 | Q4 2022 | 18 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 15 | 3 | 0.19% | 1.34% | 2.15% | Q2 2014 | Q4 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.12% | 0.41% | Q1 2014 | Q2 2023 | 18 |
Pathway Financial Advisors LLC | 8 | 3 | 0.07% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 18 |
Railway Pension Investments Ltd | 16 | 2 | 0.07% | 0.29% | 0.71% | Q4 2018 | Q3 2023 | 18 |
BERKSHIRE CAPITAL HOLDINGS INC | 17 | 1 | 0.00% | 1.32% | 6.90% | Q1 2018 | Q3 2023 | 18 |
Insight Wealth Strategies, LLC | 18 | 18 | 0.30% | 0.67% | 1.14% | Q2 2019 | Q3 2023 | 18 |
North Star Investment Management Corp. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 18 |
Financial Architects, Inc | 15 | 15 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2020 | 18 |
BRINKER CAPITAL INC | 12 | 6 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q2 2020 | 18 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.07% | 0.38% | Q3 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NATIXIS | 12 | 1 | 0.01% | 0.10% | 0.32% | Q2 2015 | Q3 2023 | 18 |
HighPoint Advisor Group LLC | 16 | 1 | 0.06% | 0.13% | 0.21% | Q4 2017 | Q2 2022 | 17 |
Keel Point, LLC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.09% | 0.34% | Q1 2018 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.07% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Assenagon Asset Management S.A. | 14 | 1 | 0.01% | 0.09% | 0.32% | Q4 2017 | Q3 2023 | 17 |
CNB Bank | 16 | 1 | 0.00% | 0.21% | 0.38% | Q4 2017 | Q3 2023 | 17 |
Legacy Private Trust Co. | 17 | 17 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q3 2018 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Terra Nova Asset Management LLC | 12 | 5 | 1.71% | 2.30% | 3.14% | Q1 2017 | Q3 2023 | 17 |
Truvestments Capital LLC | 12 | 2 | 0.01% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q2 2023 | 17 |
Marshall Wace North America L.P. | 11 | 1 | 0.01% | 0.24% | 0.74% | Q3 2013 | Q2 2021 | 17 |
Aspire Private Capital, LLC | 17 | 17 | 0.01% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.05% | 0.26% | Q4 2019 | Q4 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.08% | 0.30% | Q4 2018 | Q4 2022 | 17 |
Bay Harbor Wealth Management, LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Qtron Investments LLC | 17 | 17 | 0.09% | 0.20% | 0.50% | Q3 2019 | Q3 2023 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 2 | 0.03% | 0.28% | 0.79% | Q2 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.07% | 0.15% | 0.73% | Q2 2019 | Q3 2023 | 17 |
Keudell/Morrison Wealth Management | 17 | 17 | 0.19% | 0.36% | 0.60% | Q3 2019 | Q3 2023 | 17 |
Heard Capital LLC | 16 | 16 | 0.07% | 5.88% | 9.99% | Q4 2019 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2023 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Argent Trust Co | 17 | 17 | 0.02% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.23% | 0.62% | Q2 2014 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.18% | 0.50% | Q1 2018 | Q1 2022 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.19% | 0.82% | Q1 2017 | Q3 2023 | 17 |
OLD NATIONAL BANCORP /IN/ | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Avior Wealth Management, LLC | 15 | 2 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 17 |
HENNESSY ADVISORS INC | 8 | 2 | 0.01% | 0.14% | 0.25% | Q2 2014 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 | 17 | 0.02% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Empowered Funds, LLC | 9 | 4 | 0.10% | 0.53% | 0.94% | Q2 2017 | Q3 2023 | 17 |
STONERIDGE INVESTMENT PARTNERS LLC | 8 | 2 | 0.15% | 0.84% | 1.47% | Q3 2018 | Q2 2023 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.31% | 2.25% | 6.69% | Q4 2017 | Q1 2022 | 17 |
Polaris Wealth Advisory Group, LLC | 6 | 2 | 0.02% | 1.31% | 2.48% | Q1 2015 | Q1 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 17 |
W.G. Shaheen & Associates DBA Whitney & Co | 14 | 3 | 0.02% | 0.42% | 0.68% | Q1 2018 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q2 2017 | 17 |
JNBA Financial Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 17 |
BIRINYI ASSOCIATES INC | 15 | 2 | 0.08% | 0.29% | 0.96% | Q1 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q2 2017 | 17 |
NIPPON LIFE INSURANCE CO | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 17 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 12 | 1 | 0.02% | 0.45% | 1.91% | Q3 2016 | Q1 2022 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.01% | 0.10% | 0.18% | Q4 2015 | Q3 2023 | 17 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
SWARTHMORE GROUP INC | 8 | 8 | 0.89% | 2.98% | 4.25% | Q4 2013 | Q1 2022 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.14% | 0.35% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.10% | 0.24% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Management, LLC | 11 | 1 | 0.02% | 0.08% | 0.21% | Q3 2017 | Q3 2023 | 16 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.02% | 0.03% | 0.09% | Q3 2016 | Q3 2020 | 16 |
CULLINAN ASSOCIATES INC | 16 | 16 | 0.20% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
ALTFEST L J & CO INC | 8 | 8 | 0.07% | 0.28% | 0.52% | Q2 2017 | Q4 2021 | 16 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.45% | 1.56% | Q2 2016 | Q4 2022 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.12% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
GREAT VALLEY ADVISOR GROUP, INC. | 16 | 16 | 0.04% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 16 |
TANAKA CAPITAL MANAGEMENT INC | 16 | 16 | 0.06% | 0.31% | 0.44% | Q2 2018 | Q1 2022 | 16 |
A.R.T. Advisors, LLC | 9 | 1 | 0.03% | 0.19% | 0.57% | Q2 2013 | Q4 2019 | 16 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.08% | 0.24% | Q3 2016 | Q3 2023 | 16 |
GAMCO INVESTORS, INC. ET AL | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 16 |
Integrated Advisors Network LLC | 14 | 1 | 0.00% | 0.09% | 0.46% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.72% | 1.17% | 1.63% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CHICAGO EQUITY PARTNERS LLC | 8 | 3 | 0.01% | 0.20% | 0.58% | Q1 2014 | Q1 2020 | 16 |
GLG Partners LP | 7 | 3 | 0.00% | 0.29% | 0.81% | Q2 2013 | Q2 2017 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.15% | 0.32% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.57% | 0.92% | 1.18% | Q4 2019 | Q3 2023 | 16 |
Clear Harbor Asset Management, LLC | 14 | 1 | 0.02% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 0.56% | 0.76% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.08% | 0.14% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.13% | 0.21% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Davidson Capital Management Inc. | 16 | 16 | 0.43% | 0.69% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Marquette Asset Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.41% | 0.75% | 1.29% | Q2 2019 | Q3 2023 | 16 |
Caprock Group, LLC | 12 | 1 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.63% | 1.33% | 2.06% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.11% | 0.28% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.31% | 0.47% | 0.63% | Q4 2019 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Capital World Investors | 15 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2022 | 16 |
Bristlecone Advisors, LLC | 15 | 1 | 0.01% | 0.37% | 0.55% | Q3 2017 | Q3 2023 | 16 |
FULTON BANK, N.A. | 11 | 5 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 16 |
Fort Sheridan Advisors LLC | 16 | 16 | 0.12% | 0.41% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.12% | 0.15% | 0.23% | Q2 2013 | Q1 2017 | 16 |
TOTH FINANCIAL ADVISORY CORP | 14 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.10% | 0.48% | 0.83% | Q3 2018 | Q2 2022 | 16 |
Arvest Bank Trust Division | 16 | 16 | 0.79% | 1.34% | 1.92% | Q4 2017 | Q3 2021 | 16 |
DUNCKER STREETT & CO INC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q4 2021 | 16 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.23% | 0.82% | Q2 2012 | Q3 2023 | 16 |
MERIDIAN INVESTMENT COUNSEL INC. | 16 | 16 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Ziegler Capital Management, LLC | 13 | 1 | 0.12% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.07% | 0.20% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 10 | 1 | 0.02% | 0.17% | 0.46% | Q4 2014 | Q2 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q1 2017 | 16 |
PFS INVESTMENTS INC. | 15 | 15 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q2 2023 | 15 |
361 CAPITAL LLC | 15 | 15 | 0.06% | 0.25% | 0.73% | Q4 2016 | Q2 2020 | 15 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q4 2016 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 5 | 0.00% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Convergence Investment Partners, LLC | 5 | 1 | 0.11% | 0.31% | 0.58% | Q4 2014 | Q4 2021 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 1.01% | 1.38% | 1.70% | Q4 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.14% | 0.21% | 0.29% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.15% | 0.21% | 0.30% | Q1 2020 | Q3 2023 | 15 |
OSSIAM | 8 | 7 | 0.01% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 15 |
RMB Capital Management, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
WESTWOOD HOLDINGS GROUP INC | 13 | 2 | 0.00% | 0.30% | 0.43% | Q2 2013 | Q4 2019 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
DELTA LLOYD NV | 15 | 15 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q1 2017 | 15 |
IBERIABANK CORP | 13 | 2 | 0.02% | 0.33% | 0.67% | Q1 2016 | Q2 2020 | 15 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 15 | 15 | 0.20% | 0.28% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.07% | 0.14% | 0.21% | Q3 2016 | Q1 2020 | 15 |
Itau Unibanco Holding S.A. | 10 | 1 | 0.00% | 0.03% | 0.28% | Q1 2017 | Q4 2022 | 15 |
Field & Main Bank | 11 | 4 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 15 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 4 | 0.01% | 0.52% | 1.48% | Q2 2014 | Q2 2020 | 15 |
CX Institutional | 9 | 1 | 0.00% | 0.07% | 0.34% | Q1 2019 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
PFG Advisors | 15 | 15 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q3 2023 | 15 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 15 |
CROWN ADVISORS MANAGEMENT, INC. | 15 | 15 | 1.14% | 2.20% | 3.38% | Q1 2020 | Q3 2023 | 15 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 2 | 0.01% | 0.36% | 1.01% | Q2 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
RAINIER INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.40% | 0.71% | 1.32% | Q2 2014 | Q4 2017 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.05% | 0.13% | 0.26% | Q1 2019 | Q3 2022 | 15 |
Grove Bank & Trust | 12 | 3 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q3 2023 | 15 |
ELLINGTON MANAGEMENT GROUP LLC | 6 | 1 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2019 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2020 | 15 |
Sitrin Capital Management LLC | 15 | 15 | 2.60% | 3.18% | 3.71% | Q1 2020 | Q3 2023 | 15 |
JANUS HENDERSON INVESTORS US LLC | 11 | 4 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q1 2017 | 15 |
HARRIS ASSOCIATES L P | 15 | 15 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.00% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2016 | 15 |
WALL STREET ASSOCIATES | 15 | 15 | 0.06% | 0.25% | 0.84% | Q2 2013 | Q4 2016 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.06% | 0.12% | 0.18% | Q3 2011 | Q3 2023 | 15 |
MONTAG A & ASSOCIATES INC | 11 | 4 | 0.03% | 0.14% | 0.43% | Q1 2016 | Q3 2023 | 15 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
MITCHELL CAPITAL MANAGEMENT CO | 15 | 15 | 0.06% | 0.31% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 15 | 15 | 0.04% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Assured Investment Management LLC | 13 | 1 | 0.00% | 0.26% | 2.14% | Q1 2015 | Q1 2019 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.02% | 0.07% | 0.22% | Q2 2017 | Q3 2021 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 15 |
Parisi Gray Wealth Management | 6 | 3 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 15 |
Csenge Advisory Group | 10 | 1 | 0.01% | 0.06% | 0.17% | Q3 2017 | Q2 2023 | 15 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 1 | 0.38% | 0.72% | 1.37% | Q4 2014 | Q1 2022 | 15 |
Chicago Partners Investment Group LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 15 |
Knowledge Leaders Capital, LLC | 14 | 1 | 0.62% | 0.96% | 1.48% | Q4 2018 | Q3 2023 | 15 |
Inspire Investing, LLC | 15 | 15 | 0.08% | 0.21% | 0.33% | Q4 2017 | Q2 2021 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
TIAA, FSB | 15 | 15 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 15 |
LA FINANCIERE DE L'ECHIQUIER | 14 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q2 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.05% | Q3 2011 | Q3 2015 | 15 |
Heritage Trust Co | 15 | 15 | 0.10% | 0.67% | 0.99% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Intellectus Partners, LLC | 10 | 5 | 0.00% | 0.25% | 0.40% | Q4 2018 | Q3 2023 | 15 |
Empire Life Investments Inc. | 11 | 4 | 0.40% | 1.37% | 2.01% | Q4 2016 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Realta Investment Advisors | 10 | 1 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 15 |
LAKE STREET FINANCIAL LLC | 15 | 15 | 0.10% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.16% | 0.33% | Q1 2017 | Q3 2020 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.33% | 0.51% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.06% | 0.15% | 0.31% | Q4 2018 | Q3 2022 | 15 |
CFM WEALTH PARTNERS LLC | 12 | 3 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 15 |
MIDAS MANAGEMENT CORP | 14 | 14 | 0.60% | 0.98% | 1.37% | Q1 2016 | Q2 2019 | 14 |
JT Stratford LLC | 12 | 2 | 0.08% | 0.13% | 0.24% | Q3 2019 | Q3 2023 | 14 |
HITE Hedge Asset Management LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 10 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2016 | 14 |
CHILTON INVESTMENT CO INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.13% | 0.23% | 0.36% | Q2 2020 | Q3 2023 | 14 |
QVR LLC | 3 | 2 | 0.00% | 0.05% | 0.16% | Q1 2021 | Q2 2022 | 14 |
Fusion Capital, LLC | 14 | 14 | 2.25% | 2.94% | 3.82% | Q2 2020 | Q3 2023 | 14 |
GLOBEFLEX CAPITAL L P | 10 | 4 | 0.06% | 0.25% | 0.69% | Q3 2013 | Q2 2020 | 14 |
WESBANCO BANK INC | 11 | 3 | 0.01% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 14 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.10% | 0.28% | 0.63% | Q2 2014 | Q4 2020 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Stillwater Capital Advisors, LLC | 14 | 14 | 0.04% | 0.10% | 0.21% | Q2 2020 | Q3 2023 | 14 |
River Wealth Advisors LLC | 14 | 14 | 0.06% | 0.29% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Full Sail Capital, LLC | 11 | 3 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Global Endowment Management, LP | 7 | 2 | 0.04% | 0.11% | 0.42% | Q2 2015 | Q2 2019 | 14 |
FARMERS TRUST CO | 14 | 14 | 0.77% | 1.06% | 1.33% | Q2 2020 | Q3 2023 | 14 |
IndexIQ Advisors LLC | 10 | 4 | 0.00% | 0.06% | 0.17% | Q1 2018 | Q1 2022 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 1 | 0.00% | 0.12% | 0.44% | Q4 2013 | Q2 2023 | 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 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.17% | 0.25% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.03% | 0.12% | 0.20% | Q1 2017 | Q2 2020 | 14 |
Beacon Pointe Advisors, LLC | 12 | 2 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Strategic Investment Advisors / MI | 14 | 14 | 0.10% | 0.21% | 0.51% | Q3 2019 | Q4 2022 | 14 |
Kendall Capital Management | 14 | 14 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 13 | 1 | 0.02% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 14 |
NOESIS CAPITAL MANGEMENT CORP | 14 | 14 | 0.20% | 0.24% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Pensionfund Sabic | 12 | 2 | 0.46% | 0.65% | 0.76% | Q1 2018 | Q3 2022 | 14 |
LITTLE HOUSE CAPITAL LLC | 14 | 14 | 0.08% | 0.32% | 0.44% | Q2 2020 | Q3 2023 | 14 |
CHURCHILL MANAGEMENT Corp | 8 | 6 | 0.07% | 0.15% | 0.21% | Q1 2014 | Q4 2021 | 14 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q4 2018 | 14 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.14% | 0.35% | Q1 2014 | Q2 2023 | 14 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 14 | 14 | 0.05% | 0.34% | 0.55% | Q2 2015 | Q3 2018 | 14 |
Banco Santander, S.A. | 7 | 1 | 0.00% | 0.01% | 0.09% | Q1 2018 | Q3 2023 | 14 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 1 | 0.41% | 0.69% | 1.28% | Q3 2016 | Q3 2023 | 14 |
Evanson Asset Management, LLC | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.40% | 0.60% | 0.98% | Q2 2020 | Q3 2023 | 14 |
KLCM Advisors, Inc. | 7 | 1 | 0.04% | 0.09% | 0.27% | Q2 2016 | Q2 2021 | 14 |
Allred Capital Management, LLC | 13 | 1 | 0.02% | 0.19% | 0.30% | Q4 2019 | Q3 2023 | 14 |
Holocene Advisors, LP | 8 | 1 | 0.03% | 0.54% | 1.67% | Q1 2018 | Q3 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 1 | 0.00% | 0.44% | 0.95% | Q1 2013 | Q3 2023 | 14 |
STRATEGY ASSET MANAGERS LLC | 7 | 1 | 0.01% | 0.47% | 0.99% | Q4 2016 | Q2 2022 | 14 |
Mercer Capital Advisers, Inc. | 9 | 5 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q3 2021 | 14 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.38% | 1.00% | Q4 2013 | Q2 2022 | 14 |
Lloyd Advisory Services, LLC. | 13 | 1 | 0.02% | 0.10% | 0.36% | Q4 2019 | Q3 2023 | 14 |
GABELLI FUNDS LLC | 9 | 5 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q1 2022 | 14 |
Tidal Investments LLC | 14 | 14 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.05% | 0.16% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Ativo Capital Management LLC | 10 | 4 | 0.29% | 0.57% | 0.85% | Q2 2016 | Q2 2022 | 14 |
Jupiter Investment Management Ltd | 6 | 1 | 0.03% | 0.58% | 1.79% | Q1 2014 | Q2 2020 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Scott & Selber, Inc. | 14 | 14 | 0.56% | 0.74% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.05% | 0.49% | 4.89% | Q2 2020 | Q3 2023 | 14 |
Personal Capital Advisors Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
HRT FINANCIAL LP | 7 | 1 | 0.01% | 0.23% | 0.89% | Q1 2018 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 8 | 6 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q2 2017 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 13 | 13 | 0.21% | 0.31% | 0.42% | Q3 2020 | Q3 2023 | 13 |
EADS & HEALD WEALTH MANAGEMENT | 13 | 13 | 0.29% | 0.54% | 0.68% | Q3 2020 | Q3 2023 | 13 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q2 2023 | 13 |
Coatue Management | 5 | 1 | 0.83% | 1.97% | 2.92% | Q1 2018 | Q3 2023 | 13 |
AGF INVESTMENTS INC. | 11 | 2 | 0.11% | 0.49% | 0.94% | Q4 2016 | Q3 2022 | 13 |
NICOLET BANKSHARES INC | 13 | 13 | 0.07% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
TimesSquare Capital Management, LLC | 9 | 4 | 0.24% | 0.61% | 0.97% | Q1 2015 | Q4 2020 | 13 |
HighVista Strategies LLC | 6 | 2 | 0.16% | 0.60% | 1.08% | Q4 2014 | Q4 2019 | 13 |
Beaumont Financial Partners, LLC | 13 | 13 | 0.09% | 0.16% | 0.21% | Q3 2019 | Q3 2022 | 13 |
Visium Asset Management, LP | 13 | 13 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q2 2016 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 1.11% | 1.60% | 2.02% | Q4 2020 | Q4 2023 | 13 |
Legacy Capital Partners, Inc. | 8 | 5 | 0.21% | 0.30% | 0.44% | Q2 2017 | Q1 2022 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 4 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q4 2022 | 13 |
Motley Fool Asset Management LLC | 7 | 2 | 0.04% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 13 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.01% | 0.55% | 1.69% | Q2 2014 | Q1 2022 | 13 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.16% | 0.50% | Q1 2017 | Q3 2023 | 13 |
AEGON ASSET MANAGEMENT UK PLC | 13 | 13 | 0.07% | 0.48% | 1.29% | Q3 2016 | Q3 2019 | 13 |
Capital International Investors | 12 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 13 |
QUENTEC ASSET MANAGEMENT LLC | 10 | 3 | 0.63% | 3.50% | 6.20% | Q2 2013 | Q3 2016 | 13 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
Columbia Asset Management | 7 | 6 | 0.06% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.04% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Newfound Research LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 13 |
SG3 Management, LLC | 4 | 1 | 0.00% | 0.18% | 1.60% | Q3 2017 | Q3 2021 | 13 |
Maven Securities LTD | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
ROPES WEALTH ADVISORS LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 13 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Ken Stern & Associates, Inc. | 12 | 1 | 0.16% | 0.32% | 1.14% | Q4 2014 | Q3 2018 | 13 |
WEALTHSOURCE PARTNERS, LLC | 12 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 13 |
Capco Asset Management, LLC | 13 | 13 | 5.34% | 7.04% | 8.40% | Q3 2020 | Q3 2023 | 13 |
OmniStar Financial Group, Inc. | 9 | 1 | 0.05% | 0.48% | 1.06% | Q1 2019 | Q3 2022 | 13 |
Capital Bank & Trust Co | 7 | 2 | 0.00% | 0.04% | 0.29% | Q2 2017 | Q2 2021 | 13 |
Claraphi Advisory Network, LLC | 7 | 2 | 0.06% | 0.20% | 0.57% | Q4 2017 | Q2 2022 | 13 |
Unigestion Holding SA | 6 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.01% | 0.45% | 1.55% | Q2 2018 | Q3 2023 | 13 |
Financial Advisors, LLC | 13 | 13 | 0.07% | 0.13% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Aspex Management (HK) Ltd | 7 | 6 | 1.49% | 5.99% | 13.23% | Q2 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Perennial Investment Advisors, LLC | 6 | 4 | 0.01% | 0.12% | 0.25% | Q1 2021 | Q3 2023 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.19% | 0.31% | 0.40% | Q3 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.17% | 0.21% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.21% | 0.37% | Q3 2020 | Q3 2023 | 13 |
BANK OF HAWAII | 5 | 1 | 0.01% | 0.06% | 0.10% | Q2 2014 | Q1 2022 | 13 |
GOFEN & GLOSSBERG LLC /IL/ | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
MOODY LYNN & LIEBERSON, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.14% | 0.31% | 0.50% | Q4 2014 | Q3 2017 | 12 |
EMERALD ADVISERS, LLC | 5 | 3 | 0.02% | 0.04% | 0.12% | Q1 2015 | Q1 2020 | 12 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.56% | 0.73% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Verity & Verity, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 12 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 12 | 12 | 0.17% | 0.30% | 0.42% | Q4 2020 | Q3 2023 | 12 |
OAKBROOK INVESTMENTS LLC | 7 | 1 | 0.04% | 0.07% | 0.11% | Q3 2013 | Q2 2019 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.23% | 0.33% | 0.56% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.14% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 12 |
Kalos Management, Inc. | 7 | 5 | 0.25% | 0.87% | 1.70% | Q2 2016 | Q2 2019 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Exchange Capital Management, Inc. | 12 | 12 | 0.24% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.48% | 0.71% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Jackson Wealth Management, LLC | 4 | 2 | 0.26% | 1.05% | 3.93% | Q3 2019 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.03% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SignalPoint Asset Management, LLC | 6 | 1 | 0.07% | 0.24% | 0.55% | Q3 2017 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.12% | 0.29% | 1.64% | Q4 2020 | Q3 2023 | 12 |
AHL Partners LLP | 9 | 3 | 0.06% | 0.15% | 0.32% | Q3 2014 | Q4 2017 | 12 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.08% | 0.34% | Q3 2014 | Q4 2021 | 12 |
Mosaic Family Wealth, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.21% | 0.36% | Q4 2016 | Q3 2019 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.33% | 0.50% | 0.83% | Q4 2020 | Q4 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Ashfield Capital Partners, LLC | 8 | 4 | 0.03% | 0.13% | 0.16% | Q3 2017 | Q3 2022 | 12 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 1 | 0.00% | 0.02% | 0.22% | Q1 2014 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 0.32% | 0.78% | Q4 2020 | Q3 2023 | 12 |
MARCO INVESTMENT MANAGEMENT LLC | 9 | 3 | 0.01% | 0.59% | 1.16% | Q2 2013 | Q3 2023 | 12 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 12 |
CG Asset Management LLC | 11 | 1 | 0.10% | 0.29% | 0.42% | Q4 2013 | Q4 2016 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.09% | 0.16% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Impax Asset Management Group plc | 11 | 1 | 0.02% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.10% | 0.17% | Q4 2016 | Q3 2019 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 1 | 0.01% | 0.14% | 0.26% | Q1 2015 | Q3 2023 | 12 |
Summit Global Investments | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sustainable Insight Capital Management, LLC | 8 | 1 | 0.18% | 2.84% | 5.40% | Q4 2019 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 5 | 1 | 0.09% | 0.47% | 0.90% | Q2 2017 | Q3 2023 | 12 |
Heron Bay Capital Management | 12 | 12 | 1.68% | 2.24% | 2.92% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.00% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.13% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.33% | 0.45% | 0.66% | Q4 2020 | Q3 2023 | 12 |
FinTrust Capital Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.12% | 0.40% | 1.01% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.27% | 0.39% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Sloy Dahl & Holst, LLC | 11 | 11 | 0.06% | 0.15% | 0.26% | Q1 2021 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.27% | 0.44% | Q4 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Redwood Investment Management, LLC | 6 | 1 | 0.05% | 0.45% | 1.27% | Q1 2019 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.33% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.20% | 0.34% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 12 |
PHYSICIANS FINANCIAL SERVICES, INC. | 11 | 1 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 12 |
Townsend & Associates, Inc | 12 | 12 | 0.07% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 12 |
GQG Partners LLC | 4 | 1 | 1.23% | 3.65% | 6.46% | Q2 2017 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Sepio Capital, LP | 7 | 2 | 0.02% | 0.17% | 0.34% | Q3 2019 | Q2 2023 | 12 |
Savant Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 9 | 3 | 0.00% | 0.11% | 0.30% | Q4 2017 | Q2 2022 | 12 |
MENTA CAPITAL LLC | 4 | 1 | 0.04% | 0.18% | 0.29% | Q2 2014 | Q2 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.18% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Whale Rock Capital Management | 5 | 1 | 1.42% | 3.02% | 5.53% | Q1 2014 | Q4 2022 | 12 |
HBK Sorce Advisory LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
DENVER INVESTMENT ADVISORS LLC | 5 | 3 | 0.02% | 0.13% | 0.32% | Q2 2013 | Q1 2017 | 12 |
Sands Capital Management | 12 | 12 | 1.26% | 2.62% | 4.20% | Q4 2020 | Q3 2023 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.06% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Socorro Asset Management LP | 12 | 12 | 2.04% | 2.59% | 3.60% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
LBA Wealth Management, LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q2 2014 | Q1 2017 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.33% | 0.56% | Q4 2016 | Q3 2019 | 12 |
MATHER GROUP, LLC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.01% | 0.04% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2016 | 12 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.15% | 0.34% | Q2 2013 | Q4 2019 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 11 |
TURNER INVESTMENTS LLC | 6 | 1 | 0.04% | 0.69% | 1.82% | Q2 2013 | Q2 2017 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 11 | 0.07% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Valley Brook Capital Group, Inc. | 7 | 4 | 0.22% | 0.27% | 0.34% | Q4 2020 | Q3 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.07% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 4 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
BAINCO INTERNATIONAL INVESTORS | 5 | 1 | 0.00% | 0.05% | 0.07% | Q2 2014 | Q4 2020 | 11 |
Community Bank, N.A. | 9 | 2 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 11 |
Advisory Resource Group | 8 | 1 | 0.07% | 0.20% | 0.84% | Q4 2018 | Q3 2023 | 11 |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.21% | 0.26% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Ninety One North America, Inc. | 11 | 11 | 0.02% | 0.93% | 2.92% | Q1 2016 | Q3 2018 | 11 |
Human Investing LLC | 11 | 11 | 0.00% | 0.12% | 0.76% | Q4 2018 | Q2 2021 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.20% | 0.28% | 0.50% | Q4 2020 | Q3 2023 | 11 |
Pacifica Partners Inc. | 10 | 1 | 0.52% | 1.54% | 1.84% | Q4 2019 | Q4 2023 | 11 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 11 | 0.42% | 0.55% | 0.77% | Q1 2021 | Q3 2023 | 11 |
MU Investments Co., Ltd. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 11 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.10% | 0.48% | Q4 2022 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 11 |
BALASA DINVERNO & FOLTZ LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
Parkwood LLC | 6 | 1 | 0.01% | 0.06% | 0.09% | Q4 2013 | Q4 2017 | 11 |
Avondale Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Addison Advisors LLC | 10 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Waldron Private Wealth LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
JAG CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Pearl River Capital, LLC | 5 | 1 | 0.02% | 0.44% | 0.86% | Q1 2019 | Q3 2023 | 11 |
Cranbrook Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SEGALL BRYANT & HAMILL, LLC | 11 | 11 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Pensionfund DSM Netherlands | 9 | 2 | 0.14% | 0.51% | 0.68% | Q1 2018 | Q4 2021 | 11 |
Redmond Asset Management, LLC | 11 | 11 | 0.11% | 0.33% | 0.51% | Q1 2016 | Q3 2018 | 11 |
Busey Bank | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Tacita Capital Inc | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Daiwa SB Investments Ltd. | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2018 | 11 |
DEERE & CO | 11 | 11 | 0.03% | 0.08% | 0.12% | Q1 2014 | Q3 2016 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 1 | 0.06% | 0.10% | 0.32% | Q3 2019 | Q3 2023 | 11 |
King Wealth Management Group | 11 | 11 | 0.14% | 0.21% | 0.30% | Q1 2020 | Q3 2022 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2022 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.14% | 0.18% | 0.20% | Q2 2020 | Q4 2022 | 11 |
Signature Wealth Management Group | 7 | 2 | 0.11% | 0.53% | 1.01% | Q2 2018 | Q2 2023 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.37% | 0.55% | 0.82% | Q2 2020 | Q3 2023 | 11 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 11 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 1 | 0.02% | 0.15% | 0.49% | Q1 2020 | Q3 2023 | 11 |
Cascade Investment Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 11 |
Evolution Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q4 2021 | 11 |
AGF Investments LLC | 5 | 2 | 0.00% | 0.03% | 0.19% | Q4 2016 | Q2 2020 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
CLINTON GROUP INC | 3 | 1 | 0.03% | 0.22% | 0.88% | Q2 2013 | Q2 2018 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.10% | 0.18% | 0.28% | Q4 2019 | Q2 2022 | 11 |
Invst, LLC | 11 | 11 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q4 2022 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 11 |
USCA RIA LLC | 4 | 1 | 0.02% | 0.21% | 0.38% | Q4 2017 | Q2 2021 | 11 |
Teza Capital Management LLC | 3 | 1 | 0.05% | 0.21% | 0.39% | Q1 2018 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Gratus Capital, LLC | 5 | 1 | 0.03% | 0.60% | 0.90% | Q4 2014 | Q3 2023 | 11 |
Belmont Capital, LLC | 11 | 11 | 0.14% | 0.44% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Polianta Ltd | 10 | 1 | 0.33% | 0.54% | 0.86% | Q4 2016 | Q4 2019 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.13% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HOEY INVESTMENTS, INC | 6 | 5 | 0.01% | 0.29% | 0.65% | Q2 2020 | Q3 2023 | 11 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11 | 11 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Axiom Investment Management LLC | 11 | 11 | 0.57% | 0.89% | 1.63% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.21% | 0.34% | Q1 2021 | Q3 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.34% | 0.53% | Q4 2020 | Q2 2023 | 11 |
FORTEM FINANCIAL GROUP, LLC | 6 | 5 | 0.11% | 0.60% | 2.12% | Q4 2020 | Q3 2023 | 11 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q1 2023 | 11 |
Palouse Capital Management, Inc. | 8 | 3 | 0.90% | 1.42% | 4.01% | Q1 2014 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.04% | 0.24% | 0.69% | Q4 2017 | Q2 2020 | 11 |
GMT CAPITAL CORP | 11 | 11 | 0.58% | 1.25% | 1.66% | Q1 2016 | Q3 2018 | 11 |
Roble, Belko & Company, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q1 2022 | 11 |
McLean Asset Management Corp | 6 | 5 | 0.07% | 0.14% | 0.24% | Q4 2020 | Q4 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 9 | 1 | 0.01% | 0.08% | 0.18% | Q2 2018 | Q4 2021 | 11 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 11 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.04% | 0.13% | Q2 2017 | Q1 2022 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Firsthand Capital Management, Inc. | 10 | 10 | 1.35% | 3.86% | 7.92% | Q4 2013 | Q1 2016 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 10 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q1 2023 | 10 |
Truvvo Partners LLC | 10 | 10 | 0.41% | 0.52% | 0.64% | Q4 2015 | Q1 2018 | 10 |
Sciencast Management LP | 2 | 1 | 0.07% | 0.38% | 0.91% | Q2 2016 | Q2 2022 | 10 |
Portman Square Capital LLP | 4 | 4 | 0.01% | 0.16% | 0.42% | Q4 2022 | Q3 2023 | 10 |
Bollard Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.03% | 0.11% | 0.33% | Q4 2022 | Q3 2023 | 10 |
HERNDON CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 10 |
Elo Mutual Pension Insurance Co | 8 | 2 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.07% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 10 |
BROOKTREE CAPITAL MANAGEMENT | 10 | 10 | 0.29% | 0.72% | 0.94% | Q4 2019 | Q1 2022 | 10 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2022 | 10 |
Timber Hill LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 10 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.19% | 0.29% | 0.44% | Q2 2018 | Q4 2020 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2016 | 10 |
Rheos Capital Works Inc. | 10 | 10 | 0.16% | 0.62% | 0.91% | Q3 2020 | Q4 2022 | 10 |
HARRELL INVESTMENT PARTNERS, LLC | 6 | 4 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.25% | 0.28% | 0.31% | Q3 2020 | Q4 2022 | 10 |
Menard Financial Group LLC | 8 | 2 | 0.28% | 0.68% | 0.92% | Q2 2020 | Q3 2023 | 10 |
Resonant Capital Advisors, LLC | 4 | 2 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 10 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q1 2023 | 10 |
Altman Advisors, Inc. | 4 | 1 | 0.41% | 1.26% | 1.83% | Q4 2017 | Q3 2023 | 10 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.13% | 0.52% | 1.62% | Q2 2013 | Q4 2022 | 10 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 10 |
AIA Group Ltd | 10 | 10 | 0.03% | 0.07% | 0.15% | Q4 2020 | Q1 2023 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.01% | 0.14% | 0.44% | Q1 2019 | Q2 2022 | 10 |
Stelac Advisory Services LLC | 10 | 10 | 0.04% | 0.19% | 0.32% | Q1 2021 | Q2 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 3.06% | 3.28% | 3.68% | Q2 2021 | Q3 2023 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 4 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q1 2021 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 4 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
CLOVERFIELDS CAPITAL GROUP, LP | 10 | 10 | 0.10% | 0.31% | 1.05% | Q2 2021 | Q3 2023 | 10 |
CONGRESS ASSET MANAGEMENT CO /MA | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Alpha Cubed Investments, LLC | 5 | 1 | 0.03% | 0.41% | 1.22% | Q1 2014 | Q4 2022 | 10 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 10 |
Frontier Wealth Management LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q4 2021 | 10 |
Main Street Research LLC | 7 | 3 | 0.03% | 1.50% | 2.91% | Q4 2016 | Q4 2021 | 10 |
Cypress Capital, LLC | 5 | 1 | 0.22% | 0.67% | 1.39% | Q4 2018 | Q2 2022 | 10 |
Founders Financial Alliance, LLC | 5 | 5 | 0.15% | 0.21% | 0.33% | Q1 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Keystone Financial Group | 8 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
CARLSON CAPITAL L P | 8 | 8 | 0.00% | 0.19% | 0.39% | Q2 2013 | Q1 2015 | 10 |
AFT, FORSYTH & COMPANY, INC. | 10 | 10 | 0.17% | 0.23% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Ironwood Investment Counsel, LLC | 6 | 4 | 0.06% | 0.13% | 0.68% | Q1 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q1 2022 | 10 |
Lumina Fund Management LLC | 7 | 3 | 0.15% | 0.29% | 0.52% | Q3 2018 | Q3 2023 | 10 |
Sturgeon Ventures LLP | 9 | 1 | 0.74% | 1.29% | 1.87% | Q4 2019 | Q2 2022 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.15% | 0.40% | 0.71% | Q2 2014 | Q1 2019 | 10 |
CAMBRIDGE TRUST CO | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Quantinno Capital Management LP | 5 | 1 | 0.11% | 0.31% | 0.54% | Q1 2019 | Q3 2023 | 10 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.06% | 0.54% | 1.27% | Q2 2013 | Q4 2015 | 10 |
PointState Capital LP | 7 | 1 | 0.14% | 1.22% | 4.11% | Q1 2018 | Q2 2022 | 10 |
New England Research & Management, Inc. | 6 | 1 | 0.19% | 0.50% | 0.84% | Q2 2018 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.05% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Airain ltd | 3 | 1 | 0.02% | 0.27% | 0.86% | Q2 2013 | Q2 2017 | 10 |
PHH Investments, Ltd. | 10 | 10 | 0.19% | 0.25% | 0.30% | Q4 2016 | Q1 2019 | 10 |
One Charles Private Wealth Services, LLC | 5 | 1 | 0.11% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 10 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
TOMPKINS FINANCIAL CORP | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 10 |
ICICI Prudential Asset Management Co Ltd | 9 | 1 | 0.10% | 0.92% | 2.26% | Q4 2020 | Q3 2023 | 10 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 2 | 0.01% | 0.40% | 1.00% | Q2 2013 | Q2 2023 | 10 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Sensato Investors LLC | 6 | 1 | 0.05% | 2.03% | 5.18% | Q3 2015 | Q2 2018 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 2 | 0.00% | 0.26% | 0.54% | Q1 2018 | Q3 2023 | 10 |
WESPAC Advisors, LLC | 3 | 1 | 0.23% | 0.42% | 0.77% | Q3 2017 | Q1 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Edge Wealth Management LLC | 8 | 2 | 0.00% | 0.09% | 0.17% | Q4 2018 | Q4 2021 | 10 |
Vantage Financial Partners Ltd., Inc. | 9 | 1 | 0.15% | 0.22% | 0.32% | Q2 2017 | Q4 2019 | 10 |
NewEdge Wealth, LLC | 6 | 4 | 0.34% | 0.47% | 0.71% | Q1 2021 | Q3 2023 | 10 |
Hutchin Hill Capital, LP | 6 | 1 | 0.02% | 0.08% | 0.18% | Q3 2013 | Q4 2016 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.06% | 0.20% | Q2 2021 | Q3 2023 | 10 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q3 2021 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.33% | 0.40% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Natixis Investment Managers International | 3 | 1 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q2 2022 | 10 |
LYELL WEALTH MANAGEMENT, LP | 6 | 4 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.01% | 0.07% | 0.31% | Q3 2013 | Q2 2016 | 10 |
CARDEROCK CAPITAL MANAGEMENT INC | 10 | 10 | 0.46% | 1.37% | 2.57% | Q2 2021 | Q3 2023 | 10 |
VIKING FUND MANAGEMENT LLC | 10 | 10 | 0.33% | 0.41% | 0.57% | Q2 2021 | Q3 2023 | 10 |
ALBERT D MASON INC | 10 | 10 | 0.26% | 0.43% | 0.72% | Q3 2021 | Q4 2023 | 10 |
Crestwood Advisors Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 10 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.25% | 0.33% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Virtus ETF Advisers LLC | 5 | 2 | 0.00% | 0.12% | 0.56% | Q4 2017 | Q3 2023 | 9 |
Darwin Wealth Management, LLC | 8 | 1 | 0.00% | 0.28% | 0.66% | Q1 2020 | Q4 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.13% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Blue Whale Capital LLP | 9 | 9 | 3.56% | 7.79% | 11.34% | Q3 2021 | Q3 2023 | 9 |
Odey Asset Management Group Ltd | 8 | 1 | 0.09% | 0.69% | 1.46% | Q2 2016 | Q3 2018 | 9 |
Jump Financial, LLC | 6 | 1 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.28% | 0.37% | 0.45% | Q3 2021 | Q3 2023 | 9 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.30% | 0.57% | 1.19% | Q3 2013 | Q4 2015 | 9 |
Central Asset Investments & Management Holdings (HK) Ltd | 4 | 1 | 0.18% | 1.46% | 7.42% | Q2 2017 | Q1 2022 | 9 |
Great Diamond Partners, LLC | 9 | 9 | 0.07% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Mechanics Bank Trust Department | 9 | 9 | 0.09% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
APPLETON PARTNERS INC/MA | 5 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 9 |
Buckley Wealth Management, LLC | 9 | 9 | 0.09% | 0.23% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Sterling Capital Management LLC | 9 | 9 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q3 2019 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 9 |
WINMILL & CO. INC | 7 | 2 | 1.38% | 1.85% | 2.51% | Q3 2019 | Q3 2023 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 2 | 0.03% | 0.12% | 0.31% | Q1 2018 | Q3 2023 | 9 |
Willingdon Wealth Management | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
LANSDOWNE PARTNERS (UK) LLP | 9 | 9 | 3.66% | 5.66% | 11.99% | Q2 2019 | Q2 2021 | 9 |
Dorsal Capital Management, LP | 9 | 9 | 2.94% | 5.49% | 8.12% | Q4 2013 | Q4 2015 | 9 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.55% | 1.07% | Q2 2013 | Q4 2022 | 9 |
Mutual Advisors, LLC | 5 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Alexandria Capital, LLC | 7 | 2 | 0.00% | 0.66% | 1.08% | Q2 2013 | Q3 2021 | 9 |
CRITERION CAPITAL MANAGEMENT LLC | 4 | 1 | 0.17% | 1.18% | 4.26% | Q2 2013 | Q1 2017 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.64% | 2.35% | 3.89% | Q4 2021 | Q4 2023 | 9 |
Bremer Bank National Association | 5 | 1 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 9 |
NEW YORK LIFE TRUST CO | 5 | 1 | 0.03% | 0.29% | 0.55% | Q3 2013 | Q1 2017 | 9 |
Hartford Financial Management Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.50% | 0.78% | 1.14% | Q3 2021 | Q3 2023 | 9 |
HBC Financial Services, PLLC | 9 | 9 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Column Capital Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Guidance Point Advisors, LLC | 6 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Johanson Financial Advisors, Inc. | 8 | 1 | 0.02% | 0.68% | 1.09% | Q3 2017 | Q4 2019 | 9 |
Olympiad Research LP | 4 | 2 | 0.09% | 0.23% | 0.44% | Q4 2019 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
FORA Capital, LLC | 5 | 1 | 0.09% | 0.52% | 1.35% | Q2 2020 | Q2 2023 | 9 |
Warther Private Wealth, LLC | 9 | 9 | 0.21% | 1.20% | 2.38% | Q3 2021 | Q3 2023 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.12% | 0.69% | 1.36% | Q1 2021 | Q1 2023 | 9 |
CQS Cayman LP | 3 | 3 | 0.00% | 0.34% | 0.79% | Q2 2014 | Q4 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Amida Capital Management II, LLC | 5 | 5 | 0.14% | 0.78% | 2.30% | Q2 2013 | Q2 2014 | 9 |
Crestline Management, LP | 3 | 1 | 0.11% | 0.44% | 1.02% | Q3 2016 | Q4 2021 | 9 |
Cohen Klingenstein LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FORTALEZA ASSET MANAGEMENT INC/ | 9 | 9 | 0.00% | 0.58% | 1.73% | Q4 2014 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Capital Financial Services, LLC | 9 | 9 | 1.63% | 2.15% | 2.70% | Q4 2020 | Q4 2022 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 2 | 0.01% | 0.42% | 1.05% | Q3 2016 | Q3 2020 | 9 |
VeraBank, N.A. | 9 | 9 | 0.11% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.03% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Tygh Capital Management, Inc. | 9 | 9 | 0.33% | 0.40% | 0.49% | Q2 2013 | Q2 2015 | 9 |
Hexavest Inc. | 9 | 9 | 0.00% | 0.03% | 0.15% | Q2 2019 | Q2 2021 | 9 |
Stratos Wealth Advisors, LLC | 7 | 2 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 9 | 9 | 0.46% | 1.37% | 2.40% | Q2 2013 | Q2 2015 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.00% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.16% | 0.59% | 0.85% | Q2 2019 | Q1 2022 | 9 |
First Affirmative Financial Network | 5 | 4 | 0.22% | 0.30% | 0.38% | Q3 2021 | Q4 2023 | 9 |
Tradition Wealth Management, LLC | 5 | 4 | 0.00% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 8 | 1 | 0.09% | 0.16% | 0.31% | Q4 2020 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
RS INVESTMENT MANAGEMENT CO LLC | 8 | 1 | 0.02% | 0.11% | 0.23% | Q4 2013 | Q2 2016 | 9 |
SCGE MANAGEMENT, L.P. | 5 | 4 | 0.69% | 2.10% | 3.83% | Q1 2021 | Q3 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.04% | 0.23% | Q3 2020 | Q3 2023 | 9 |
Ionic Capital Management LLC | 5 | 5 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q4 2014 | 9 |
TODD ASSET MANAGEMENT LLC | 6 | 1 | 0.42% | 0.48% | 0.54% | Q2 2017 | Q3 2021 | 9 |
MARSHALL & SULLIVAN INC /WA/ | 9 | 9 | 1.86% | 2.25% | 2.72% | Q3 2021 | Q3 2023 | 9 |
Bodri Capital Management, LLC | 9 | 9 | 2.64% | 4.66% | 6.97% | Q2 2013 | Q2 2015 | 9 |
Capital International Sarl | 6 | 3 | 0.01% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 9 |
Liontrust Investment Partners LLP | 9 | 9 | 0.01% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
UBP Investment Advisors SA | 8 | 1 | 0.09% | 0.33% | 0.61% | Q2 2020 | Q3 2022 | 9 |
WCM INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.68% | 1.15% | 1.44% | Q3 2021 | Q3 2023 | 9 |
Distillate Capital Partners LLC | 6 | 3 | 0.76% | 1.28% | 3.67% | Q4 2020 | Q1 2023 | 9 |
ROVIN CAPITAL /UT/ /ADV | 9 | 9 | 0.24% | 0.36% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 4 | 2 | 0.01% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 9 |
McBroom & Associates, LLC | 9 | 9 | 3.45% | 4.35% | 5.28% | Q4 2021 | Q4 2023 | 9 |
Selway Asset Management | 8 | 8 | 0.12% | 0.21% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Carolina Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.46% | 0.79% | Q4 2019 | Q3 2021 | 8 |
Wahed Invest LLC | 8 | 8 | 0.35% | 0.45% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Essex Financial Services, Inc. | 5 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 8 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 1 | 0.03% | 0.92% | 1.38% | Q2 2016 | Q2 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.05% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q1 2022 | 8 |
Y-Intercept (Hong Kong) Ltd | 5 | 1 | 0.04% | 0.20% | 0.44% | Q2 2021 | Q3 2023 | 8 |
Altshuler Shaham Ltd | 4 | 1 | 0.00% | 0.03% | 0.19% | Q2 2018 | Q2 2021 | 8 |
MIROVA | 8 | 8 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q2 2022 | 8 |
ALERUS FINANCIAL NA | 8 | 8 | 0.06% | 0.40% | 0.61% | Q3 2020 | Q2 2022 | 8 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.06% | 0.32% | Q1 2018 | Q3 2022 | 8 |
Barrett Asset Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Ohio National Investments, Inc. | 8 | 8 | 0.05% | 0.09% | 0.12% | Q2 2014 | Q1 2016 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q4 2020 | 8 |
Capital International, Inc./CA/ | 8 | 8 | 0.28% | 0.56% | 0.67% | Q4 2020 | Q3 2022 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 1.23% | 1.49% | 1.95% | Q4 2021 | Q3 2023 | 8 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2018 | 8 |
DAVIS R M INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
Princeton Alpha Management LP | 4 | 1 | 0.04% | 0.18% | 0.34% | Q2 2014 | Q4 2016 | 8 |
SECOR Capital Advisors, LP | 2 | 1 | 0.01% | 0.20% | 0.74% | Q2 2014 | Q4 2018 | 8 |
INVERNESS COUNSEL LLC /NY/ | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Coronation Fund Managers Ltd. | 5 | 3 | 0.18% | 0.64% | 1.35% | Q2 2019 | Q1 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.12% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.05% | 0.12% | 0.23% | Q4 2021 | Q3 2023 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.21% | 0.48% | 1.05% | Q1 2017 | Q4 2021 | 8 |
Trust Investment Advisors | 7 | 1 | 0.17% | 0.51% | 0.72% | Q1 2018 | Q2 2023 | 8 |
MUFG Securities EMEA plc | 4 | 2 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q4 2021 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Haverford Trust Co | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 8 |
SOUTHPORT MANAGEMENT, L.L.C. | 8 | 8 | 1.84% | 2.83% | 4.42% | Q3 2013 | Q2 2015 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 8 |
Confluence Wealth Management LLC | 8 | 8 | 0.15% | 0.36% | 0.70% | Q4 2018 | Q3 2020 | 8 |
SouthState Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ArrowMark Colorado Holdings LLC | 8 | 8 | 0.09% | 0.33% | 1.41% | Q2 2013 | Q1 2015 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
COOKSON PEIRCE & CO INC | 3 | 2 | 0.05% | 0.38% | 1.32% | Q3 2014 | Q3 2023 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 6 | 2 | 0.07% | 0.16% | 0.34% | Q4 2013 | Q2 2021 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.06% | 0.35% | 0.90% | Q4 2014 | Q1 2019 | 8 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.06% | 0.18% | Q2 2020 | Q2 2023 | 8 |
Northstar Group, Inc. | 5 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
JUPITER ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.18% | 0.47% | Q2 2020 | Q3 2023 | 8 |
OPSEU Pension Plan Trust Fund | 5 | 3 | 0.24% | 0.34% | 0.45% | Q1 2020 | Q3 2022 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Swedbank | 8 | 8 | 0.16% | 0.72% | 1.53% | Q1 2018 | Q4 2019 | 8 |
LMCG INVESTMENTS, LLC | 7 | 1 | 0.04% | 0.43% | 0.65% | Q3 2015 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q4 2019 | 8 |
TradeLink Capital LLC | 7 | 1 | 0.35% | 0.77% | 1.41% | Q1 2015 | Q2 2020 | 8 |
SCHARF INVESTMENTS, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2019 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Vulcan Value Partners, LLC | 8 | 8 | 0.98% | 2.37% | 3.27% | Q3 2021 | Q2 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.02% | 0.23% | 0.35% | Q4 2021 | Q3 2023 | 8 |
First PREMIER Bank | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Spectrum Management Group, LLC | 4 | 1 | 0.00% | 0.17% | 1.06% | Q3 2017 | Q2 2021 | 8 |
Fosun International Ltd | 7 | 1 | 0.06% | 0.32% | 0.55% | Q2 2018 | Q1 2021 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.30% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Merlin Capital, Inc | 8 | 8 | 0.64% | 1.14% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.73% | 1.11% | 1.77% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.76% | 0.88% | 0.96% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 1.30% | 1.46% | 1.68% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 0.07% | 0.26% | 0.46% | Q1 2022 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.07% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 2.31% | 2.87% | 3.47% | Q4 2021 | Q3 2023 | 8 |
Oliver Luxxe Assets LLC | 8 | 8 | 0.80% | 1.00% | 1.30% | Q1 2020 | Q4 2021 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.38% | 0.51% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.24% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 1.29% | 1.52% | 1.97% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.28% | 0.37% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 1.23% | 1.62% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.09% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Gilbert & Cook, Inc. | 7 | 1 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q1 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.08% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 1.01% | 1.20% | 1.50% | Q4 2021 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.14% | 0.58% | 1.00% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 8 |
L2 Asset Management, LLC | 6 | 2 | 0.37% | 1.51% | 2.80% | Q4 2019 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 1.05% | 1.30% | 1.64% | Q4 2020 | Q3 2022 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.57% | 1.15% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.01% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Koss-Olinger Consulting, LLC | 5 | 3 | 0.05% | 0.16% | 0.28% | Q1 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 7 | 1 | 0.04% | 0.20% | 0.49% | Q3 2013 | Q3 2015 | 8 |
Sompo Asset Management Co., Ltd. | 6 | 2 | 0.16% | 0.52% | 0.98% | Q4 2016 | Q4 2018 | 8 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.15% | 0.31% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.07% | 0.19% | 0.33% | Q1 2017 | Q4 2018 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.06% | 0.26% | Q2 2021 | Q3 2023 | 8 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.03% | 0.47% | 1.48% | Q1 2023 | Q3 2023 | 8 |
Hudson Bay Capital Management LP | 5 | 1 | 0.02% | 0.25% | 0.80% | Q3 2014 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 7 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Clearstead Trust, LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Insight Advisors, LLC/ PA | 5 | 3 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 8 |
CARILLON TOWER ADVISERS, INC. | 5 | 1 | 0.04% | 0.11% | 0.17% | Q1 2018 | Q4 2020 | 8 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q2 2023 | 8 |
Alcosta Capital Management, Inc. | 8 | 8 | 2.64% | 3.07% | 3.53% | Q4 2020 | Q3 2022 | 8 |
Verdence Capital Advisors LLC | 6 | 1 | 0.05% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.13% | 0.24% | 0.37% | Q1 2021 | Q4 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.12% | 0.33% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2021 | 8 |
WoodTrust Financial Corp | 5 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 6 | 2 | 0.00% | 0.12% | 0.31% | Q4 2017 | Q1 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
44 WEALTH MANAGEMENT LLC | 8 | 8 | 0.67% | 1.03% | 1.31% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.35% | 0.52% | 0.76% | Q3 2021 | Q2 2023 | 8 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.06% | 0.19% | 0.44% | Q1 2019 | Q3 2019 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Archer Investment Corp | 6 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Centerpoint Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Avitas Wealth Management LLC | 8 | 8 | 0.18% | 0.28% | 0.40% | Q4 2020 | Q3 2022 | 8 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Parsec Financial Management, Inc. | 8 | 8 | 0.09% | 0.31% | 0.45% | Q2 2021 | Q1 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
JGP Wealth Management, LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 8 |
Cooper Financial Group | 8 | 8 | 0.08% | 0.16% | 0.36% | Q2 2020 | Q1 2022 | 8 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.30% | 0.61% | 0.83% | Q3 2020 | Q2 2022 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 8 |
MorganRosel Wealth Management, LLC | 8 | 8 | 0.48% | 0.62% | 0.76% | Q1 2020 | Q4 2021 | 8 |
Blackhawk Capital Partners LLC. | 6 | 1 | 0.04% | 1.05% | 1.48% | Q2 2018 | Q1 2022 | 7 |
Williams Jones Wealth Management, LLC. | 6 | 1 | 0.00% | 0.20% | 0.28% | Q2 2021 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.01% | 0.40% | 1.73% | Q2 2017 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.00% | 0.04% | 0.05% | Q4 2015 | Q1 2022 | 7 |
Haverford Financial Services, Inc. | 7 | 7 | 0.20% | 0.31% | 0.35% | Q2 2021 | Q4 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.03% | 0.12% | 0.18% | Q4 2015 | Q2 2020 | 7 |
West Family Investments, Inc. | 6 | 1 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 7 |
Paradiem, LLC | 7 | 7 | 1.30% | 1.47% | 1.60% | Q4 2020 | Q2 2022 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 7 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 7 | 7 | 0.08% | 2.83% | 4.38% | Q1 2022 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.37% | 0.89% | 1.40% | Q1 2015 | Q3 2018 | 7 |
Ronit Capital LLP | 4 | 3 | 0.01% | 0.43% | 1.12% | Q4 2020 | Q3 2022 | 7 |
Odey Holdings AG | 6 | 1 | 1.71% | 6.43% | 9.84% | Q4 2016 | Q3 2018 | 7 |
MBB PUBLIC MARKETS I LLC | 6 | 1 | 0.02% | 0.34% | 0.64% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Waterstone Capital Management, L.P. | 7 | 7 | 0.79% | 6.81% | 13.39% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Gunderson Capital Management Inc. | 4 | 1 | 1.66% | 2.36% | 3.65% | Q3 2019 | Q4 2023 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.19% | 0.38% | Q4 2017 | Q4 2022 | 7 |
Hillman Capital Management, Inc. | 6 | 1 | 1.03% | 2.28% | 3.06% | Q4 2019 | Q3 2023 | 7 |
KALMAR INVESTMENTS INC /DE/ | 7 | 7 | 0.10% | 0.18% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Zullo Investment Group, Inc. | 5 | 2 | 0.02% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Cinctive Capital Management LP | 4 | 3 | 0.04% | 0.28% | 0.50% | Q1 2021 | Q2 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.04% | 0.06% | 0.14% | Q4 2018 | Q2 2020 | 7 |
Cito Capital Group, LLC | 6 | 1 | 0.21% | 0.24% | 0.30% | Q3 2021 | Q2 2023 | 7 |
Silvant Capital Management LLC | 5 | 2 | 0.25% | 0.33% | 0.41% | Q1 2018 | Q3 2023 | 7 |
EQUITABLE TRUST CO | 4 | 3 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 7 |
CAPITAL GROWTH MANAGEMENT LP | 5 | 2 | 1.58% | 2.12% | 2.80% | Q2 2014 | Q3 2017 | 7 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 4 | 3 | 0.06% | 0.26% | 0.60% | Q4 2021 | Q3 2023 | 7 |
GeoWealth Management, LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.26% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
THOMPSON DAVIS & CO., INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 7 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.04% | 0.46% | 2.70% | Q4 2013 | Q2 2017 | 7 |
Traynor Capital Management, Inc. | 5 | 1 | 0.07% | 0.13% | 0.23% | Q1 2018 | Q1 2022 | 7 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.22% | 0.92% | Q2 2017 | Q4 2018 | 7 |
Psagot Value Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 0.17% | 0.42% | 0.54% | Q3 2018 | Q1 2020 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.07% | 0.37% | 0.60% | Q1 2019 | Q4 2022 | 7 |
InterOcean Capital Group, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.11% | 0.14% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Close Asset Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
ROCKLAND TRUST CO | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Arden Trust Co | 6 | 1 | 0.03% | 0.12% | 0.20% | Q1 2020 | Q4 2023 | 7 |
BAMCO INC /NY/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.11% | 0.20% | 0.29% | Q3 2019 | Q1 2021 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
QCM Cayman, Ltd. | 2 | 1 | 0.10% | 1.34% | 3.92% | Q2 2016 | Q1 2023 | 7 |
Symphony Financial, Ltd. Co. | 5 | 2 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 7 |
Heartland Bank & Trust Co | 7 | 7 | 0.55% | 0.70% | 0.91% | Q4 2020 | Q2 2022 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.10% | 0.20% | 0.30% | Q4 2020 | Q2 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.19% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FORT, L.P. | 4 | 3 | 0.00% | 0.05% | 0.11% | Q3 2018 | Q2 2020 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.02% | 0.29% | 0.88% | Q1 2019 | Q3 2023 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q4 2017 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.21% | 0.28% | 0.36% | Q4 2021 | Q2 2023 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.13% | 0.47% | 1.08% | Q2 2013 | Q2 2017 | 7 |
CADENCE BANK NA | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2022 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.35% | 0.47% | 0.53% | Q4 2021 | Q2 2023 | 7 |
GUERRA PAN ADVISORS, LLC | 4 | 3 | 0.29% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Estate Counselors, LLC | 3 | 2 | 0.00% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 7 |
ASB Consultores, LLC | 5 | 2 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Carnick & Kubik, LLC | 7 | 7 | 0.40% | 0.73% | 0.90% | Q3 2014 | Q1 2016 | 7 |
Wedmont Private Capital | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Sather Financial Group Inc | 4 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 7 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 7 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 7 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.15% | 1.07% | 3.18% | Q1 2015 | Q2 2021 | 7 |
Pallas Capital Advisors LLC | 7 | 7 | 0.60% | 0.91% | 1.48% | Q1 2021 | Q3 2022 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 5 | 1 | 0.00% | 0.11% | 0.59% | Q4 2016 | Q3 2020 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
Covington Investment Advisors Inc. | 7 | 7 | 1.12% | 1.37% | 1.70% | Q1 2022 | Q3 2023 | 7 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 7 |
First National Bank of Hutchinson | 7 | 7 | 0.17% | 0.20% | 0.25% | Q1 2021 | Q3 2022 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 3 | 0.04% | 0.12% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Elemental Capital Partners LLC | 7 | 7 | 7.28% | 8.89% | 10.40% | Q1 2021 | Q3 2022 | 7 |
Ipswich Investment Management Co., Inc. | 4 | 1 | 0.02% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 7 |
RIVERPARK CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.12% | 0.22% | Q1 2019 | Q3 2020 | 7 |
Phraction Management LLC | 7 | 7 | 0.46% | 0.60% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Origin Asset Management LLP | 7 | 7 | 1.38% | 1.88% | 2.33% | Q4 2016 | Q2 2018 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
GENERAL ELECTRIC CO | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 7 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Capitolis Advisors LLC | 7 | 7 | 0.03% | 0.71% | 1.45% | Q4 2020 | Q2 2022 | 7 |
Geller Advisors LLC | 4 | 3 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.09% | 0.18% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Faithward Advisors, LLC | 4 | 3 | 0.09% | 0.43% | 1.24% | Q4 2019 | Q3 2021 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FIRST COMMUNITY TRUST NA | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.76% | 5.19% | Q1 2019 | Q3 2022 | 7 |
Centre Asset Management, LLC | 7 | 7 | 0.70% | 0.92% | 1.51% | Q2 2013 | Q4 2014 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.13% | 0.19% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Invictus RG Pte. Ltd. | 6 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2015 | 7 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 7 |
AMJ Financial Wealth Management | 6 | 1 | 0.21% | 0.27% | 0.33% | Q2 2020 | Q1 2022 | 7 |
Vanguard Capital Wealth Advisors | 6 | 1 | 0.21% | 0.35% | 0.53% | Q4 2019 | Q1 2022 | 7 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 7 | 7 | 0.05% | 0.08% | 0.10% | Q3 2016 | Q1 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Ilmarinen Mutual Pension Insurance Co | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Banco de Sabadell, S.A | 5 | 2 | 0.01% | 0.18% | 0.47% | Q4 2017 | Q1 2021 | 7 |
INTACT INVESTMENT MANAGEMENT INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.04% | 0.22% | 0.62% | Q2 2013 | Q3 2015 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Harvest Capital Strategies LLC | 6 | 6 | 0.26% | 0.33% | 0.38% | Q2 2015 | Q3 2016 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.04% | 0.09% | 0.20% | Q1 2016 | Q2 2017 | 6 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.00% | 0.27% | 0.79% | Q4 2021 | Q3 2023 | 6 |
Advisor OS, LLC | 5 | 1 | 0.06% | 0.09% | 0.22% | Q2 2020 | Q4 2021 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.03% | 0.04% | 0.08% | Q3 2016 | Q4 2017 | 6 |
INTEGRAL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 1 | 0.02% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.00% | 0.54% | 0.98% | Q4 2018 | Q2 2020 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2018 | 6 |
First National Bank of South Miami | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 2 | 0.18% | 0.49% | 1.04% | Q3 2019 | Q1 2021 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.05% | 0.06% | Q1 2018 | Q3 2022 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.13% | 0.24% | 0.38% | Q4 2021 | Q1 2023 | 6 |
Activest Wealth Management | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Quilter Plc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Telemark Asset Management, LLC | 6 | 6 | 0.80% | 1.13% | 1.70% | Q3 2019 | Q4 2020 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Wealth Alliance | 6 | 6 | 0.17% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
K.J. Harrison & Partners Inc | 4 | 1 | 0.06% | 0.16% | 0.32% | Q4 2015 | Q4 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Fortress Wealth Group, LLC | 5 | 1 | 0.14% | 0.23% | 0.32% | Q2 2021 | Q2 2023 | 6 |
Kingfisher Capital LLC | 4 | 2 | 0.59% | 0.78% | 0.96% | Q3 2015 | Q3 2022 | 6 |
Avantax Planning Partners, Inc. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
AustralianSuper Pty Ltd | 6 | 6 | 0.05% | 0.20% | 0.35% | Q4 2018 | Q1 2020 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q2 2017 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.09% | 0.41% | Q2 2018 | Q2 2021 | 6 |
Highstreet Asset Management Inc. | 3 | 1 | 0.03% | 0.10% | 0.31% | Q4 2016 | Q4 2019 | 6 |
Grandview Asset Management LLC | 5 | 1 | 0.00% | 0.63% | 0.95% | Q4 2018 | Q1 2021 | 6 |
TradeLink Global Equity LLC | 6 | 6 | 0.23% | 0.34% | 0.44% | Q3 2013 | Q4 2014 | 6 |
HOWARD HUGHES MEDICAL INSTITUTE | 6 | 6 | 0.02% | 0.12% | 0.22% | Q2 2014 | Q3 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.07% | 0.20% | Q2 2017 | Q3 2017 | 6 |
CHICAGO TRUST Co NA | 5 | 1 | 0.09% | 0.23% | 0.30% | Q3 2020 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 0.24% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Flaharty Asset Management, LLC | 4 | 1 | 0.01% | 0.11% | 0.24% | Q4 2017 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 6 |
STEPH & CO | 6 | 6 | 0.09% | 0.15% | 0.20% | Q4 2019 | Q1 2021 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2022 | 6 |
Donoghue Forlines LLC | 3 | 1 | 0.24% | 0.35% | 0.42% | Q2 2017 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Orion Capital Management LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
TRUST CO OF OKLAHOMA | 4 | 1 | 0.07% | 0.40% | 0.64% | Q2 2021 | Q3 2023 | 6 |
SOROS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.14% | 3.41% | 5.99% | Q1 2020 | Q2 2021 | 6 |
BRC Investment Management LLC | 2 | 1 | 0.07% | 0.90% | 2.74% | Q2 2013 | Q2 2016 | 6 |
Conservest Capital Advisors, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Interchange Capital Partners, LLC | 3 | 1 | 0.14% | 0.23% | 0.36% | Q4 2020 | Q1 2023 | 6 |
HARVARD MANAGEMENT CO INC | 6 | 6 | 0.68% | 0.90% | 1.07% | Q4 2021 | Q1 2023 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.04% | 0.12% | 0.22% | Q2 2020 | Q3 2021 | 6 |
Lebenthal Global Advisors, LLC | 5 | 1 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q4 2022 | 6 |
CYPRESS FUNDS LLC | 4 | 4 | 1.16% | 6.29% | 9.85% | Q2 2017 | Q1 2018 | 6 |
abrdn Investment Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
Maytus Capital Management, LLC | 2 | 1 | 1.00% | 2.10% | 3.49% | Q2 2019 | Q3 2023 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.04% | 0.20% | 0.52% | Q4 2021 | Q1 2023 | 6 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 6 |
Golden State Equity Partners | 6 | 6 | 0.50% | 0.92% | 1.25% | Q4 2020 | Q1 2022 | 6 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.14% | 0.36% | Q4 2015 | Q4 2021 | 6 |
DARUMA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.24% | 0.25% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Salomon & Ludwin, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
IMS Capital Management | 5 | 1 | 0.03% | 0.89% | 1.16% | Q2 2013 | Q3 2018 | 6 |
ANGELO GORDON & CO., L.P. | 6 | 6 | 0.16% | 0.43% | 0.80% | Q2 2013 | Q3 2014 | 6 |
CrestPoint Capital Management, LLC | 6 | 6 | 0.23% | 0.30% | 0.44% | Q3 2016 | Q4 2017 | 6 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Greenlight Capital | 6 | 6 | 1.01% | 2.02% | 2.84% | Q1 2014 | Q2 2015 | 6 |
CALDWELL & ORKIN INC | 3 | 3 | 0.14% | 0.58% | 1.28% | Q2 2014 | Q4 2016 | 6 |
Cornerstone Investment Partners, LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Horrell Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Theleme Partners LLP | 6 | 6 | 2.58% | 5.38% | 7.95% | Q4 2021 | Q1 2023 | 6 |
Trinity Street Asset Management LLP | 6 | 6 | 6.00% | 7.70% | 8.84% | Q4 2015 | Q1 2017 | 6 |
GraniteShares Advisors LLC | 3 | 3 | 0.17% | 0.33% | 0.99% | Q4 2021 | Q3 2023 | 6 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 6 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 6 | 6 | 0.79% | 1.00% | 1.26% | Q2 2022 | Q3 2023 | 6 |
CastleKnight Management LP | 4 | 2 | 0.04% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Harvest Investment Services, LLC | 5 | 1 | 0.14% | 0.21% | 0.29% | Q4 2019 | Q4 2021 | 6 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.06% | 0.35% | Q2 2015 | Q2 2019 | 6 |
SeaTown Holdings Pte. Ltd. | 5 | 1 | 0.30% | 0.91% | 1.74% | Q2 2017 | Q1 2021 | 6 |
F/M Investments LLC | 3 | 1 | 2.20% | 2.46% | 3.02% | Q4 2020 | Q1 2023 | 6 |
SYCOMORE ASSET MANAGEMENT | 4 | 2 | 0.35% | 0.52% | 0.83% | Q3 2020 | Q1 2022 | 6 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
BSW Wealth Partners | 4 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 6 |
XTX Topco Ltd | 2 | 1 | 0.10% | 0.30% | 0.80% | Q1 2021 | Q3 2023 | 6 |
SHAPIRO ROBERT N | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2015 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.10% | 0.13% | Q2 2020 | Q3 2021 | 6 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 6 |
Camarda Financial Advisors, LLC | 4 | 2 | 0.00% | 1.03% | 1.80% | Q4 2015 | Q2 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
THREADGILL FINANCIAL, LLC | 6 | 6 | 1.74% | 3.22% | 4.35% | Q3 2021 | Q4 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
BANK HAPOALIM BM | 4 | 1 | 0.03% | 0.10% | 0.40% | Q2 2018 | Q4 2021 | 6 |
Kerrisdale Advisers, LLC | 6 | 6 | 0.91% | 2.46% | 6.23% | Q2 2022 | Q3 2023 | 6 |
NICHOLAS COMPANY, INC. | 6 | 6 | 0.58% | 0.73% | 0.88% | Q2 2022 | Q3 2023 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.06% | 0.07% | 0.12% | Q3 2017 | Q4 2018 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Citizens Business Bank | 6 | 6 | 0.14% | 0.16% | 0.19% | Q4 2012 | Q1 2014 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.28% | 0.31% | 0.36% | Q3 2016 | Q4 2017 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Perpetual Ltd | 3 | 3 | 0.01% | 0.14% | 0.29% | Q1 2020 | Q3 2023 | 6 |
Cavalier Investments, LLC | 4 | 2 | 0.16% | 0.32% | 0.48% | Q3 2017 | Q2 2022 | 6 |
Olstein Capital Management, L.P. | 6 | 6 | 0.46% | 0.72% | 0.96% | Q2 2018 | Q3 2019 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.60% | 0.72% | 0.91% | Q1 2022 | Q3 2023 | 6 |
ORSER CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.97% | 1.48% | 1.81% | Q3 2020 | Q4 2021 | 6 |
StoneX Group Inc. | 4 | 1 | 0.04% | 0.06% | 0.12% | Q2 2017 | Q2 2022 | 6 |
Invictus RG | 3 | 1 | 0.05% | 0.21% | 0.45% | Q4 2015 | Q4 2020 | 6 |
Ashburton (Jersey) Ltd | 5 | 1 | 0.00% | 0.97% | 1.46% | Q4 2015 | Q2 2017 | 6 |
Integre Asset Management, LLC | 6 | 6 | 1.57% | 2.99% | 4.45% | Q3 2016 | Q4 2017 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 6 |
Intersect Capital LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
WHITEBOX ADVISORS LLC | 6 | 6 | 0.09% | 0.20% | 0.25% | Q3 2013 | Q4 2014 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 6 | 0.16% | 0.42% | 1.16% | Q2 2022 | Q3 2023 | 6 |
GLG LLC | 4 | 1 | 0.06% | 0.08% | 0.16% | Q1 2014 | Q3 2017 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.13% | 0.37% | 0.51% | Q3 2013 | Q4 2015 | 6 |
Czech National Bank | 6 | 6 | 0.17% | 0.21% | 0.26% | Q3 2022 | Q4 2023 | 6 |
Cornerstone Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Peregrine Asset Advisers, Inc. | 5 | 5 | 0.18% | 1.32% | 5.66% | Q3 2016 | Q3 2017 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q4 2021 | 5 |
Burns Matteson Capital Management, LLC | 5 | 5 | 0.16% | 0.31% | 0.51% | Q3 2021 | Q3 2022 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 5 | 2.61% | 2.84% | 3.04% | Q4 2020 | Q4 2021 | 5 |
Financial Advisors Network, Inc. | 4 | 1 | 0.00% | 0.13% | 0.18% | Q4 2016 | Q4 2019 | 5 |
SOUND SHORE MANAGEMENT INC /CT/ | 3 | 2 | 1.49% | 2.09% | 2.89% | Q1 2020 | Q1 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
SORA INVESTORS LLC | 3 | 1 | 1.46% | 5.03% | 9.53% | Q4 2021 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.33% | 0.43% | 0.58% | Q2 2013 | Q2 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.06% | 0.15% | Q3 2019 | Q3 2020 | 5 |
Oribel Capital Management, LP | 2 | 1 | 0.30% | 0.46% | 0.96% | Q1 2017 | Q3 2021 | 5 |
55I, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 5 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.09% | 0.21% | Q4 2014 | Q4 2021 | 5 |
Enlightenment Research, LLC | 3 | 2 | 0.02% | 0.72% | 1.76% | Q4 2018 | Q4 2020 | 5 |
Windsor Creek Advisors, LLC | 4 | 4 | 0.02% | 0.30% | 0.46% | Q4 2018 | Q3 2019 | 5 |
Lingohr Asset Management GmbH | 5 | 5 | 0.72% | 0.95% | 1.22% | Q2 2018 | Q2 2019 | 5 |
Power Corp of Canada | 5 | 5 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
State of Wyoming | 5 | 5 | 0.03% | 0.08% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Nan Shan Life Insurance Co., Ltd. | 3 | 2 | 0.13% | 1.06% | 3.62% | Q1 2017 | Q2 2020 | 5 |
Wealthstreet Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2021 | 5 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2017 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 1.21% | 1.73% | 2.14% | Q3 2021 | Q3 2022 | 5 |
Maj Invest Holding A/S | 5 | 5 | 3.38% | 6.06% | 7.38% | Q3 2021 | Q3 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q1 2021 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.17% | 0.26% | 0.42% | Q3 2018 | Q3 2019 | 5 |
Financial Advantage, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Nachman Norwood & Parrott, Inc | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 5 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.04% | 0.16% | 0.23% | Q4 2013 | Q1 2019 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.09% | 0.16% | Q4 2013 | Q4 2020 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Poehling Capital Management, INC. | 3 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 5 |
Cincinnati Specialty Underwriters Insurance CO | 5 | 5 | 0.47% | 0.57% | 0.66% | Q3 2022 | Q3 2023 | 5 |
EASTERN BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
CINCINNATI INSURANCE CO | 5 | 5 | 1.57% | 2.49% | 3.09% | Q3 2022 | Q3 2023 | 5 |
CFO4Life, L.P. | 4 | 1 | 0.14% | 0.43% | 0.54% | Q1 2016 | Q4 2022 | 5 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 4 | 1 | 0.11% | 0.76% | 1.22% | Q2 2013 | Q2 2015 | 5 |
Benson Investment Management Company, Inc. | 5 | 5 | 1.83% | 2.05% | 2.39% | Q2 2017 | Q2 2018 | 5 |
Lyon Street Capital, LLC | 3 | 2 | 1.33% | 1.48% | 1.72% | Q1 2020 | Q1 2022 | 5 |
Inspire Advisors, LLC | 5 | 5 | 0.08% | 0.17% | 0.23% | Q4 2020 | Q4 2021 | 5 |
BURNS J W & CO INC/NY | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.27% | 0.47% | Q2 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Benedetti & Gucer, Inc. | 5 | 5 | 0.18% | 0.31% | 0.44% | Q1 2021 | Q1 2022 | 5 |
WESPAC Advisors SoCal, LLC | 5 | 5 | 1.98% | 2.74% | 3.10% | Q3 2017 | Q3 2018 | 5 |
U.S. Capital Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.08% | 0.16% | Q3 2021 | Q4 2022 | 5 |
FORT PITT CAPITAL GROUP, LLC | 5 | 5 | 0.79% | 1.36% | 1.82% | Q3 2022 | Q3 2023 | 5 |
Indie Asset Partners, LLC | 3 | 2 | 0.22% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q4 2022 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2022 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 5 | 0.12% | 0.26% | 0.32% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Ground Swell Capital, LLC | 2 | 1 | 0.02% | 0.58% | 1.06% | Q2 2014 | Q4 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Highland Private Wealth Management | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 5 | 0.54% | 0.68% | 0.87% | Q4 2014 | Q4 2015 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Bruderman Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Cottage Street Advisors LLC | 5 | 5 | 0.12% | 0.30% | 0.54% | Q2 2018 | Q2 2019 | 5 |
OSTRUM ASSET MANAGEMENT | 3 | 2 | 0.18% | 1.17% | 2.79% | Q2 2020 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q2 2016 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GENESEE VALLEY TRUST CO | 5 | 5 | 0.13% | 0.19% | 0.23% | Q2 2013 | Q2 2014 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 5 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2022 | 5 |
Triple Frond Partners | 5 | 5 | 4.00% | 4.64% | 5.14% | Q3 2022 | Q3 2023 | 5 |
Chiron Investment Management, LLC | 4 | 1 | 1.34% | 2.18% | 2.97% | Q4 2017 | Q4 2020 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q4 2023 | 5 |
Nikko Asset Management Americas, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
CORNERSTONE ADVISORS INC | 4 | 1 | 0.00% | 0.11% | 0.16% | Q4 2017 | Q4 2021 | 5 |
Cupps Capital Management, LLC | 5 | 5 | 0.11% | 0.21% | 0.32% | Q2 2014 | Q2 2015 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.13% | 0.23% | 0.35% | Q4 2019 | Q4 2020 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.30% | 0.35% | 0.38% | Q4 2022 | Q4 2023 | 5 |
Alight Capital Management LP | 2 | 1 | 0.75% | 1.47% | 3.00% | Q4 2020 | Q4 2022 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.00% | 0.13% | 0.44% | Q1 2018 | Q1 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CINCINNATI FINANCIAL CORP | 5 | 5 | 0.24% | 0.34% | 0.42% | Q3 2022 | Q3 2023 | 5 |
ARISTEIA CAPITAL, L.L.C. | 5 | 5 | 0.22% | 0.32% | 0.39% | Q3 2013 | Q3 2014 | 5 |
Moreno Evelyn V | 3 | 2 | 0.05% | 0.12% | 0.22% | Q2 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Banco BTG Pactual S.A. | 2 | 1 | 0.08% | 0.24% | 0.81% | Q1 2017 | Q4 2021 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Latitude Advisors, LLC | 5 | 5 | 0.06% | 0.25% | 0.32% | Q1 2021 | Q1 2022 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 0.07% | 0.11% | 0.13% | Q4 2020 | Q4 2021 | 5 |
MADISON WEALTH MANAGEMENT | 5 | 5 | 0.20% | 0.33% | 0.59% | Q3 2022 | Q3 2023 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 0.10% | 0.21% | 0.29% | Q3 2022 | Q3 2023 | 5 |
GRANDFIELD & DODD, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Stratos Investment Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 5 |
SHUFRO ROSE & CO LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
COOKE & BIELER LP | 5 | 5 | 0.01% | 1.32% | 2.11% | Q2 2013 | Q2 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Caption Management, LLC | 1 | 1 | 0.05% | 0.49% | 1.91% | Q4 2017 | Q3 2021 | 5 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.09% | 0.36% | Q2 2018 | Q3 2023 | 5 |
Mork Capital Management, LLC | 5 | 5 | 0.71% | 1.00% | 1.19% | Q4 2018 | Q4 2019 | 5 |
Capital Markets Trading UK LLP | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 5 |
NWAM LLC | 3 | 2 | 0.10% | 0.14% | 0.18% | Q2 2012 | Q2 2021 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.19% | 0.32% | 0.48% | Q2 2016 | Q2 2021 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2022 | 5 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 5 |
WHALEROCK POINT PARTNERS, LLC | 5 | 5 | 0.10% | 0.15% | 0.25% | Q2 2017 | Q2 2018 | 5 |
Arabesque Asset Management Ltd | 4 | 1 | 0.51% | 1.21% | 1.62% | Q4 2020 | Q1 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Soros Fund Management | 5 | 5 | 0.37% | 0.88% | 1.45% | Q1 2017 | Q1 2018 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2015 | 5 |
Man Investments Ltd | 5 | 5 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q2 2014 | 5 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.36% | 0.48% | 0.66% | Q2 2017 | Q3 2023 | 5 |
Aurora Investment Counsel | 5 | 5 | 1.19% | 1.35% | 1.64% | Q3 2022 | Q3 2023 | 5 |
Domani Wealth, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2023 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.15% | 0.20% | 0.26% | Q4 2020 | Q4 2021 | 5 |
Oak Harvest Investment Services | 5 | 5 | 0.33% | 0.39% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Golden Green, Inc. | 5 | 5 | 0.28% | 0.41% | 0.78% | Q4 2020 | Q4 2021 | 5 |
Perennial Investment Partners LTD | 5 | 5 | 0.30% | 0.93% | 1.81% | Q3 2013 | Q3 2014 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Appaloosa LP | 3 | 2 | 1.43% | 2.29% | 3.13% | Q1 2018 | Q3 2023 | 5 |
Bryn Mawr Capital Management, LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SHAKER INVESTMENTS LLC/OH | 5 | 5 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Taika Capital, LP | 3 | 1 | 0.36% | 2.96% | 8.06% | Q4 2021 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Forum Financial Management, LP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q1 2019 | 5 |
Counterpoint Mutual Funds LLC | 3 | 2 | 0.01% | 0.10% | 0.25% | Q2 2021 | Q4 2022 | 5 |
Castle Rock Wealth Management, LLC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q4 2021 | 5 |
Price Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.02% | 0.24% | 0.47% | Q4 2018 | Q4 2020 | 5 |
Glaxis Capital Management, LLC | 1 | 1 | 1.35% | 4.82% | 12.32% | Q4 2016 | Q1 2021 | 5 |
HENDLEY & CO INC | 5 | 5 | 0.81% | 0.92% | 1.11% | Q3 2021 | Q3 2022 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.38% | 0.80% | 1.19% | Q2 2016 | Q1 2021 | 5 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 5 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2022 | 5 |
Petrus Trust Company, LTA | 3 | 1 | 0.06% | 0.08% | 0.09% | Q1 2016 | Q2 2018 | 5 |
Castellan Group | 5 | 5 | 0.67% | 1.10% | 2.01% | Q2 2021 | Q2 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
DEFINED WEALTH MANAGEMENT, LLC | 5 | 5 | 0.39% | 0.46% | 0.55% | Q4 2020 | Q4 2021 | 5 |
Lester Murray Antman dba SimplyRich | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
Nokota Management, LP | 2 | 1 | 0.15% | 0.23% | 0.29% | Q2 2013 | Q4 2018 | 4 |
ARGA Investment Management, LP | 4 | 4 | 0.07% | 0.12% | 0.25% | Q4 2018 | Q3 2019 | 4 |
Telos Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.38% | 0.48% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.08% | 0.11% | 0.16% | Q4 2014 | Q3 2015 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.10% | 0.15% | 0.30% | Q4 2021 | Q3 2022 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q1 2021 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 4 |
DEPRINCE RACE & ZOLLO INC | 4 | 4 | 0.21% | 0.51% | 0.67% | Q4 2018 | Q3 2019 | 4 |
West Coast Financial LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q3 2019 | 4 |
AO Asset Management, LP | 4 | 4 | 0.91% | 1.96% | 2.75% | Q1 2020 | Q4 2020 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.13% | 0.23% | 0.32% | Q2 2021 | Q1 2022 | 4 |
AT Bancorp | 4 | 4 | 0.12% | 0.35% | 0.89% | Q2 2016 | Q1 2017 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
SPHERA FUNDS MANAGEMENT LTD. | 3 | 1 | 0.35% | 0.38% | 0.41% | Q2 2017 | Q2 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
IPG Investment Advisors LLC | 3 | 1 | 0.21% | 0.25% | 0.32% | Q1 2018 | Q1 2021 | 4 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 1.04% | 2.28% | 4.65% | Q4 2014 | Q1 2019 | 4 |
Westover Capital Advisors, LLC | 4 | 4 | 0.16% | 0.49% | 0.71% | Q3 2017 | Q2 2018 | 4 |
Morningstar Investment Services LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q2 2018 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.01% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.03% | 0.08% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Garelick Capital Partners, LP | 2 | 2 | 1.88% | 2.65% | 3.25% | Q4 2015 | Q3 2017 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q1 2014 | 4 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.01% | 0.06% | 0.14% | Q1 2018 | Q2 2020 | 4 |
Tairen Capital Ltd | 1 | 1 | 0.08% | 0.77% | 1.74% | Q3 2019 | Q2 2023 | 4 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q1 2014 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q4 2022 | 4 |
3G Capital Partners | 4 | 4 | 5.84% | 10.70% | 15.36% | Q3 2022 | Q2 2023 | 4 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.52% | 0.81% | 1.08% | Q1 2021 | Q3 2023 | 4 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.71% | 1.85% | 3.22% | Q1 2021 | Q2 2023 | 4 |
Boston Common Asset Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.02% | 0.12% | 0.33% | Q4 2013 | Q4 2017 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Varma Mutual Pension Insurance Co | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Vest Financial, LLC | 4 | 4 | 0.06% | 0.32% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Haafor (Singapore) Pte. Ltd. | 3 | 1 | 0.50% | 0.72% | 1.14% | Q4 2019 | Q4 2020 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Virtue Capital Management, LLC | 3 | 1 | 0.04% | 0.57% | 1.06% | Q2 2019 | Q2 2022 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
Fulcrum Asset Management LLP | 1 | 1 | 0.39% | 0.54% | 0.80% | Q2 2020 | Q1 2022 | 4 |
Howard Capital Management Inc. | 4 | 4 | 0.15% | 0.24% | 0.29% | Q1 2019 | Q4 2019 | 4 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 4 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.05% | 0.11% | 0.13% | Q4 2020 | Q1 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.08% | 0.16% | 0.34% | Q1 2020 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Andesa Financial Management Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q1 2017 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.10% | 0.20% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.63% | 1.16% | 1.64% | Q3 2021 | Q3 2023 | 4 |
Western Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 4 |
HOMESTEAD ADVISERS CORP | 4 | 4 | 0.50% | 1.33% | 1.82% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Virtus Fund Advisers, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2017 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.64% | 0.80% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 1.08% | 1.16% | 1.32% | Q2 2021 | Q1 2022 | 4 |
Paragon Advisors, LLC | 4 | 4 | 0.21% | 0.74% | 2.02% | Q4 2022 | Q3 2023 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q3 2021 | Q2 2022 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Austin Private Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.13% | 0.37% | 0.50% | Q4 2019 | Q3 2020 | 4 |
CERTUITY, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.12% | 0.16% | 0.26% | Q2 2013 | Q4 2014 | 4 |
NWK Group, Inc. | 3 | 1 | 0.66% | 2.17% | 2.88% | Q2 2021 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.04% | 0.20% | 0.28% | Q2 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Standard Family Office LLC | 3 | 1 | 0.02% | 0.15% | 0.22% | Q4 2020 | Q3 2022 | 4 |
Truadvice, LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q2 2021 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.07% | 0.16% | 0.40% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
ENGINE NO. 1 LLC | 3 | 1 | 0.08% | 2.43% | 9.37% | Q2 2021 | Q3 2023 | 4 |
Hel Ved Capital Management Ltd | 2 | 1 | 0.07% | 12.44% | 24.34% | Q1 2021 | Q3 2023 | 4 |
Legal Advantage Investments, Inc. | 4 | 4 | 0.17% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
OneAscent Wealth Management LLC | 2 | 1 | 0.13% | 0.44% | 0.77% | Q4 2020 | Q3 2023 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 0.70% | 0.74% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Ewing Morris & Co. Investment Partners Ltd. | 4 | 4 | 1.99% | 2.26% | 2.56% | Q4 2021 | Q3 2022 | 4 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.00% | 0.16% | 0.25% | Q4 2020 | Q4 2021 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q2 2022 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.81% | 0.89% | 1.02% | Q4 2021 | Q3 2022 | 4 |
Herold Advisors, Inc. | 3 | 1 | 0.07% | 0.21% | 0.29% | Q1 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.53% | 0.60% | 0.71% | Q4 2021 | Q3 2022 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.35% | 0.76% | 1.16% | Q4 2022 | Q3 2023 | 4 |
American Trust | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Walker Asset Management, LLC | 3 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q4 2023 | 4 |
Range Financial Group LLC | 3 | 1 | 0.13% | 0.34% | 0.85% | Q2 2021 | Q2 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.31% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.20% | 0.36% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.08% | 0.32% | 0.48% | Q2 2022 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.22% | 1.56% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.23% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q1 2015 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Value Aligned Research Advisors, LLC | 4 | 4 | 2.46% | 7.69% | 13.12% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.54% | 0.60% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 2.18% | 2.53% | 2.84% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.21% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.29% | 0.38% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.22% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.21% | 0.40% | 0.61% | Q4 2022 | Q3 2023 | 4 |
AKANTHOS CAPITAL MANAGEMENT LLC | 4 | 4 | 1.73% | 2.94% | 5.91% | Q2 2013 | Q1 2014 | 4 |
Leucadia National | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
FIRST NATIONAL BANK OF OMAHA | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.41% | 0.59% | 0.70% | Q3 2020 | Q2 2021 | 4 |
SIGMA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q1 2014 | 4 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2022 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.94% | 1.14% | 1.44% | Q4 2022 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
WHITE PINE CAPITAL LLC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q2 2013 | Q1 2014 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
DOWLING & YAHNKE LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.20% | 0.73% | 1.02% | Q3 2014 | Q3 2018 | 4 |
LATHROP INVESTMENT MANAGEMENT CORP | 4 | 4 | 1.01% | 1.11% | 1.22% | Q4 2022 | Q3 2023 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q3 2014 | 4 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.90% | 1.84% | 2.99% | Q1 2016 | Q4 2018 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.19% | 0.27% | 0.37% | Q4 2020 | Q3 2021 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q4 2018 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 4 |
CLARK ESTATES INC/NY | 4 | 4 | 0.46% | 0.62% | 0.80% | Q4 2018 | Q3 2019 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.09% | 0.39% | 1.06% | Q3 2014 | Q3 2023 | 4 |
Winslow Capital Management, LLC | 4 | 4 | 1.76% | 2.31% | 2.71% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
GRATRY & Co LLC | 4 | 4 | 0.46% | 0.58% | 0.76% | Q2 2017 | Q1 2018 | 4 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
UNIVEST FINANCIAL Corp | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
ROBERTS GLORE & CO INC /IL/ | 4 | 4 | 0.10% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
OAKMONT Corp | 4 | 4 | 6.47% | 6.88% | 7.80% | Q2 2017 | Q1 2018 | 4 |
BRANDES INVESTMENT PARTNERS, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 4 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 3 | 1 | 0.05% | 0.23% | 0.33% | Q4 2014 | Q4 2016 | 4 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.26% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q2 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
BRILLIANCE ASSET MANAGEMENT LTD | 3 | 3 | 3.94% | 6.30% | 9.45% | Q4 2016 | Q2 2017 | 3 |
LINCOLN CAPITAL CORP | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q3 2018 | Q2 2019 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.33% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
TRILOGY GLOBAL ADVISORS LP | 3 | 3 | 0.71% | 0.81% | 0.92% | Q4 2016 | Q2 2017 | 3 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q1 2023 | 3 |
Folger Hill Asset Management LP | 1 | 1 | 0.15% | 0.38% | 0.68% | Q2 2016 | Q4 2017 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.24% | 0.29% | 0.36% | Q2 2021 | Q4 2021 | 3 |
OAKTREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.34% | 0.42% | 0.57% | Q1 2019 | Q3 2019 | 3 |
HAYS ADVISORY LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2018 | Q3 2018 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Ergoteles LLC | 2 | 1 | 0.04% | 0.18% | 0.37% | Q4 2020 | Q1 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.12% | 0.34% | Q4 2017 | Q3 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2021 | 3 |
BLACKTHORN INVESTMENT GROUP LLC | 3 | 3 | 0.16% | 0.26% | 0.34% | Q3 2013 | Q1 2014 | 3 |
Angeles Investment Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Credit Capital Investments LLC | 3 | 3 | 0.55% | 0.65% | 0.74% | Q1 2017 | Q3 2017 | 3 |
Horizon Family Wealth, Inc. | 3 | 3 | 0.21% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Signition LP | 2 | 1 | 0.12% | 0.19% | 0.23% | Q2 2018 | Q2 2019 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.03% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 3 |
ICONIQ Capital, LLC | 3 | 3 | 0.12% | 0.18% | 0.22% | Q1 2018 | Q3 2018 | 3 |
Albar Capital Ltd | 2 | 1 | 1.93% | 5.70% | 8.56% | Q1 2020 | Q2 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.36% | 1.01% | 2.19% | Q4 2018 | Q2 2019 | 3 |
Coastline Trust Co | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.18% | 0.24% | 0.32% | Q3 2021 | Q1 2022 | 3 |
Yarbrough Capital, LLC | 2 | 1 | 0.00% | 0.17% | 0.28% | Q4 2021 | Q4 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.42% | 0.46% | 0.49% | Q4 2021 | Q2 2022 | 3 |
HARVEY CAPITAL MANAGEMENT INC | 3 | 3 | 0.46% | 0.53% | 0.58% | Q1 2018 | Q3 2018 | 3 |
Eagle Ridge Investment Management | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Empire Capital Management, L.L.C. | 2 | 1 | 0.88% | 1.07% | 1.39% | Q2 2013 | Q2 2015 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.08% | 0.34% | 0.73% | Q3 2019 | Q2 2021 | 3 |
COWEN INC. | 2 | 1 | 0.26% | 0.35% | 0.47% | Q1 2016 | Q4 2018 | 3 |
ALGERT GLOBAL LLC | 1 | 1 | 0.02% | 0.28% | 0.53% | Q4 2013 | Q4 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.20% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Geneva Partners, LLC | 2 | 1 | 0.32% | 0.60% | 0.92% | Q4 2019 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 3 | 3 | 0.21% | 0.56% | 1.19% | Q1 2022 | Q3 2022 | 3 |
Cortina Asset Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 1.26% | 1.89% | 2.50% | Q2 2013 | Q4 2013 | 3 |
CADIAN CAPITAL MANAGEMENT, LP | 3 | 3 | 0.14% | 2.85% | 4.41% | Q2 2013 | Q4 2013 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.21% | 0.25% | 0.29% | Q4 2022 | Q2 2023 | 3 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.01% | 0.08% | 0.20% | Q1 2018 | Q4 2021 | 3 |
TIGER GLOBAL MANAGEMENT LLC | 3 | 3 | 0.48% | 1.34% | 1.84% | Q1 2023 | Q3 2023 | 3 |
Stevens First Principles Investment Advisors | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2019 | 3 |
CPR Investments Inc. | 3 | 3 | 0.22% | 0.30% | 0.34% | Q4 2021 | Q2 2022 | 3 |
BFSG, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
Hikari Power Ltd | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Gitterman Wealth Management, LLC | 2 | 1 | 0.16% | 0.18% | 0.20% | Q1 2021 | Q4 2021 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.05% | 0.08% | Q1 2017 | Q3 2022 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
BRR OpCo, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Platinum Management (NY) LLC | 2 | 1 | 0.24% | 0.52% | 1.05% | Q4 2013 | Q3 2014 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
9258 Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Sovarnum Capital L.P. | 3 | 3 | 1.21% | 3.80% | 7.59% | Q4 2017 | Q2 2018 | 3 |
300 NORTH CAPITAL, LLC | 3 | 3 | 0.51% | 0.65% | 0.81% | Q3 2014 | Q1 2015 | 3 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.27% | 0.46% | Q2 2015 | Q2 2015 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.90% | 1.00% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Achievement Holdings L.P. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Woodline Partners LP | 2 | 1 | 0.02% | 0.56% | 1.28% | Q1 2022 | Q1 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 3 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.05% | 0.08% | 0.09% | Q1 2018 | Q2 2022 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EverPoint Asset Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q2 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Gerstein Fisher | 3 | 3 | 0.14% | 0.15% | 0.15% | Q3 2014 | Q1 2015 | 3 |
Consilium Wealth Advisory, LLC | 2 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q3 2023 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.48% | 0.55% | 0.67% | Q1 2014 | Q1 2016 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.01% | 0.22% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.14% | 0.22% | 0.34% | Q1 2021 | Q4 2022 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.11% | 0.23% | 0.34% | Q2 2014 | Q3 2019 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
WEALTH ADVISORS, INC. | 3 | 3 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q2 2020 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.12% | 0.17% | 0.26% | Q2 2013 | Q4 2013 | 3 |
MAYPORT, LLC | 2 | 1 | 0.12% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 3 |
Lumbard & Kellner, LLC | 3 | 3 | 0.40% | 0.45% | 0.53% | Q1 2017 | Q3 2017 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.29% | 0.31% | Q1 2020 | Q3 2020 | 3 |
West Wealth Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.21% | 0.29% | 0.46% | Q1 2020 | Q3 2021 | 3 |
Graypoint LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q2 2023 | 3 |
GILDER GAGNON HOWE & CO LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.20% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Evanston Investments, Inc., dba Evanston Advisors | 3 | 3 | 2.01% | 2.12% | 2.19% | Q3 2016 | Q1 2017 | 3 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.10% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 3 |
Phoenix Holdings Ltd. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q3 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q3 2021 | 3 |
WILLNER & HELLER, LLC | 3 | 3 | 0.82% | 0.91% | 1.08% | Q2 2022 | Q4 2022 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Cambridge Financial Group, Inc. | 3 | 3 | 2.89% | 3.14% | 3.47% | Q1 2015 | Q3 2015 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.44% | 0.47% | 0.50% | Q2 2021 | Q4 2021 | 3 |
Estabrook Capital Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
TSFG, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.06% | 0.19% | 0.29% | Q3 2023 | Q3 2023 | 3 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2017 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q1 2017 | 3 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.35% | 0.70% | Q3 2018 | Q4 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.17% | 0.25% | 0.29% | Q4 2017 | Q4 2018 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.22% | 0.29% | 0.41% | Q4 2018 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.35% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 |
AXS Investments LLC | 2 | 1 | 0.03% | 0.07% | 0.15% | Q1 2021 | Q2 2023 | 3 |
CHEMICAL BANK | 3 | 3 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q2 2019 | 3 |
INGALLS & SNYDER LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Elmwood Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
PDS Planning, Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Quotient Investors, LLC | 2 | 1 | 0.10% | 0.35% | 0.79% | Q1 2016 | Q3 2017 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 3 |
FDO Partners, LLC | 1 | 1 | 0.27% | 0.63% | 0.84% | Q1 2016 | Q4 2017 | 3 |
Credo Capital Management, LLC | 3 | 3 | 1.10% | 1.45% | 1.99% | Q2 2013 | Q4 2013 | 3 |
Tradeworx Inc. | 2 | 1 | 0.30% | 0.45% | 0.62% | Q1 2013 | Q2 2014 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q3 2016 | Q3 2018 | 3 |
MIZUHO MARKETS AMERICAS LLC | 2 | 2 | 0.01% | 1.60% | 4.76% | Q3 2021 | Q4 2021 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.32% | 0.43% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 3 |
Codex Capital, L.L.C. | 3 | 3 | 1.22% | 1.38% | 1.55% | Q2 2021 | Q4 2021 | 3 |
Arjuna Capital | 3 | 3 | 0.38% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 3 |
Wellington Shields Capital Management, LLC | 2 | 1 | 0.07% | 0.21% | 0.48% | Q2 2018 | Q3 2022 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.44% | 0.45% | 0.46% | Q2 2023 | Q4 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
HWG Holdings LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Jericho Capital Asset Management L.P. | 2 | 1 | 1.49% | 2.36% | 2.80% | Q2 2017 | Q2 2023 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.48% | 0.51% | 0.55% | Q2 2021 | Q4 2021 | 3 |
Matrix Capital Management Company, LP | 3 | 3 | 0.44% | 0.75% | 1.03% | Q3 2020 | Q1 2021 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.07% | 0.11% | 0.19% | Q3 2022 | Q1 2023 | 3 |
Lavaca Capital LLC | 2 | 1 | 0.00% | 0.09% | 0.22% | Q4 2018 | Q3 2020 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 3 |
Boussard & Gavaudan Asset Management LP | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q2 2014 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q2 2020 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
BBT Capital Management, LLC | 3 | 3 | 0.40% | 0.46% | 0.54% | Q3 2018 | Q1 2019 | 3 |
Capital CS Group, LLC | 2 | 1 | 0.33% | 0.49% | 0.77% | Q4 2021 | Q2 2023 | 3 |
G&S Capital LLC | 3 | 3 | 0.82% | 0.92% | 1.06% | Q1 2023 | Q3 2023 | 3 |
DIKER MANAGEMENT LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2015 | Q3 2015 | 3 |
TRUST CO OF VIRGINIA /VA | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
INTREPID FAMILY OFFICE LLC | 3 | 3 | 4.10% | 5.32% | 6.60% | Q4 2021 | Q2 2022 | 3 |
KOCH INDUSTRIES INC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2017 | Q4 2017 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.24% | 0.24% | 0.25% | Q2 2014 | Q4 2014 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.15% | 0.82% | 1.32% | Q3 2016 | Q2 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Everhart Financial Group, Inc. | 2 | 1 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.26% | 0.28% | 0.30% | Q4 2016 | Q4 2021 | 3 |
TKG Advisors, LLC | 3 | 3 | 1.82% | 1.98% | 2.26% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.02% | 0.10% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Syntegra Private Wealth Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Exane Asset Management | 2 | 1 | 0.02% | 2.84% | 6.21% | Q2 2018 | Q2 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.05% | 0.14% | 0.27% | Q3 2021 | Q3 2022 | 3 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 3 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q2 2021 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Hilltop Park Associates LLC | 1 | 1 | 2.05% | 3.72% | 6.37% | Q4 2013 | Q1 2016 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q2 2015 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Progeny 3, Inc. | 3 | 3 | 0.11% | 0.31% | 0.61% | Q3 2013 | Q1 2014 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.23% | 0.36% | Q2 2017 | Q3 2018 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.29% | 0.30% | 0.31% | Q3 2014 | Q4 2014 | 2 |
D1 Capital Partners L.P. | 2 | 2 | 0.61% | 0.90% | 1.19% | Q4 2018 | Q1 2019 | 2 |
Single Point Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.12% | 0.58% | 1.05% | Q1 2013 | Q4 2013 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.04% | 0.18% | 0.31% | Q4 2018 | Q1 2019 | 2 |
RWQ Financial Management Services, Inc. | 2 | 2 | 0.31% | 0.43% | 0.54% | Q3 2021 | Q4 2021 | 2 |
IAM Advisory, LLC | 1 | 1 | 0.34% | 0.37% | 0.39% | Q1 2021 | Q3 2021 | 2 |
TCI Fund Management | 1 | 1 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2017 | Q3 2017 | 2 |
Governors Lane LP | 2 | 2 | 1.00% | 1.54% | 2.08% | Q1 2023 | Q2 2023 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
BREAKLINE CAPITAL LLC | 1 | 1 | 3.27% | 4.04% | 4.81% | Q4 2017 | Q4 2019 | 2 |
Q3 Asset Management | 1 | 1 | 0.18% | 0.19% | 0.21% | Q1 2021 | Q3 2023 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.40% | 0.75% | Q2 2017 | Q3 2019 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.26% | 0.52% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Orchard Hill Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Paulson & Co. | 2 | 2 | 2.37% | 2.55% | 2.72% | Q4 2015 | Q1 2016 | 2 |
New Hampshire Trust | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.48% | 0.64% | 0.80% | Q2 2018 | Q4 2018 | 2 |
WILMINGTON TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Commonwealth Retirement Investments LLC | 2 | 2 | 0.79% | 0.80% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Choate Investment Advisors | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.55% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.31% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 2 |
Harvey Partners, LLC | 1 | 1 | 1.68% | 3.00% | 4.32% | Q1 2015 | Q4 2018 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.05% | 0.09% | 0.14% | Q1 2017 | Q1 2018 | 2 |
PFM Health Sciences, LP | 2 | 2 | 1.94% | 2.37% | 2.80% | Q4 2015 | Q1 2016 | 2 |
Espalier Global Management LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2016 | Q2 2016 | 2 |
CONTINUUM WEALTH ADVISORS, LLC | 2 | 2 | 0.49% | 0.52% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.55% | 1.67% | 2.79% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 1.48% | 1.50% | 1.53% | Q2 2023 | Q3 2023 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.12% | 0.53% | 0.94% | Q3 2013 | Q4 2013 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
O'Neil Global Advisors, Inc. | 2 | 2 | 0.37% | 0.44% | 0.52% | Q1 2021 | Q2 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.25% | 0.30% | 0.35% | Q3 2018 | Q3 2019 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.36% | 0.51% | 0.67% | Q2 2016 | Q3 2016 | 2 |
SPC Financial, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 2 |
JSF Financial, LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Yong Rong (HK) Asset Management Ltd | 2 | 2 | 0.80% | 1.52% | 2.25% | Q1 2018 | Q2 2018 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Leith Wheeler Investment Counsel Ltd. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 3.28% | 3.43% | 3.59% | Q3 2019 | Q4 2019 | 2 |
TTP Investments, Inc. | 2 | 2 | 1.70% | 1.75% | 1.79% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.21% | 0.23% | 0.26% | Q2 2017 | Q3 2017 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANCED CORP | 2 | 2 | 0.25% | 0.25% | 0.25% | Q3 2014 | Q4 2014 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
NORTHERN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2018 | Q4 2018 | 2 |
Nishkama Capital, LLC | 1 | 1 | 1.33% | 2.39% | 3.45% | Q2 2020 | Q3 2023 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
NUANCE INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.16% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.26% | 0.31% | 0.36% | Q1 2023 | Q2 2023 | 2 |
Five Oceans Advisors | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.34% | 0.37% | 0.41% | Q3 2020 | Q4 2020 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
DOCK STREET ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.42% | 0.51% | 0.60% | Q1 2017 | Q2 2017 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Northside Capital Management, LLC | 1 | 1 | 0.06% | 0.10% | 0.15% | Q1 2017 | Q4 2021 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Riverwater Partners LLC | 1 | 1 | 0.21% | 0.27% | 0.32% | Q4 2021 | Q2 2022 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.80% | 0.82% | 0.84% | Q2 2018 | Q3 2018 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 2 |
Scepter Holdings, Inc. | 2 | 2 | 0.17% | 0.22% | 0.26% | Q4 2013 | Q1 2014 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q2 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q2 2023 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.10% | 0.17% | 0.24% | Q3 2017 | Q4 2017 | 2 |
SELZ CAPITAL LLC | 2 | 2 | 3.10% | 3.21% | 3.31% | Q4 2017 | Q1 2018 | 2 |
DCF Advisers, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
ELLIOTT MANAGEMENT CORP | 2 | 2 | 0.18% | 0.36% | 0.54% | Q2 2017 | Q3 2017 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q1 2015 | Q2 2015 | 2 |
JANA PARTNERS LLC | 2 | 2 | 0.33% | 1.22% | 2.10% | Q1 2018 | Q2 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Catamount Wealth Management | 1 | 1 | 0.30% | 1.00% | 1.70% | Q2 2017 | Q1 2018 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.24% | 0.42% | Q3 2013 | Q1 2014 | 2 |
Mount Capital Ltd | 2 | 2 | 0.79% | 0.88% | 0.96% | Q4 2022 | Q1 2023 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 0.35% | 1.67% | 3.00% | Q4 2017 | Q1 2018 | 2 |
Sanoor Capital Management LP | 2 | 2 | 9.14% | 10.29% | 11.44% | Q1 2018 | Q2 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.80% | 0.92% | 1.04% | Q4 2022 | Q1 2023 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.59% | 0.64% | 0.69% | Q3 2021 | Q4 2021 | 2 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.09% | 0.42% | 0.75% | Q2 2013 | Q4 2014 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.31% | 0.46% | 0.61% | Q3 2019 | Q4 2019 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q2 2019 | Q1 2020 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.44% | 0.47% | 0.50% | Q1 2018 | Q2 2018 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2017 | Q4 2019 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Highview Capital Management LLC/DE/ | 2 | 2 | 0.58% | 0.68% | 0.78% | Q4 2021 | Q1 2022 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.49% | 2.51% | 3.54% | Q3 2017 | Q1 2018 | 2 |
Acorn Advisory Capital L.P. | 2 | 2 | 0.23% | 0.32% | 0.41% | Q4 2017 | Q1 2018 | 2 |
KCL Capital, L.P. | 1 | 1 | 1.26% | 3.13% | 5.01% | Q3 2020 | Q4 2022 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2014 | Q1 2015 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Hoese & Co LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2015 | Q1 2016 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 2 | 1.38% | 1.72% | 2.06% | Q2 2019 | Q3 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.13% | 0.74% | 1.35% | Q4 2014 | Q2 2022 | 2 |
Forward Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Anson Funds Management LP | 2 | 2 | 1.22% | 1.43% | 1.65% | Q3 2015 | Q4 2015 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2014 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 2 |
Cognios Capital, LLC | 1 | 1 | 0.07% | 0.24% | 0.42% | Q2 2017 | Q1 2020 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Bach Option Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2016 | Q2 2016 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
One01 Capital, LP | 1 | 1 | 8.42% | 16.69% | 24.97% | Q4 2021 | Q4 2022 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.17% | 0.22% | 0.27% | Q3 2014 | Q4 2014 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.20% | 0.27% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.15% | 0.19% | 0.23% | Q1 2016 | Q2 2016 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.12% | 0.26% | 0.39% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.46% | 0.53% | 0.61% | Q3 2022 | Q4 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GLENVIEW STATE BANK TRUST DEPT. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Sanders Capital, LLC | 2 | 2 | 0.71% | 0.78% | 0.84% | Q4 2022 | Q1 2023 | 2 |
Parplus Partners | 1 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2019 | 2 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.30% | 0.46% | 0.63% | Q2 2015 | Q3 2015 | 2 |
Blue Rock Advisors, LLC | 1 | 1 | 1.15% | 1.91% | 2.67% | Q1 2016 | Q2 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
LUCUS ADVISORS LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q4 2017 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Copeland Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Balter Liquid Alternatives, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q4 2018 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q1 2019 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.04% | 0.44% | 0.84% | Q1 2019 | Q1 2020 | 2 |
Kepos Capital LP | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q1 2018 | 2 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q1 2021 | Q2 2021 | 2 |
Amiya Capital LLP | 2 | 2 | 0.92% | 2.32% | 3.71% | Q1 2015 | Q2 2015 | 2 |
Private Capital Management, LLC | 2 | 2 | 1.12% | 1.29% | 1.46% | Q3 2013 | Q4 2013 | 2 |
Corton Capital Inc. | 2 | 2 | 0.62% | 0.67% | 0.72% | Q4 2022 | Q1 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q4 2021 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q4 2021 | Q1 2022 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 2 |
MIZUHO SECURITIES USA LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Leverage Partners Absolute Return Fund SPC | 2 | 2 | 1.16% | 1.69% | 2.23% | Q1 2021 | Q2 2021 | 2 |
Partner Investment Management, L.P. | 2 | 2 | 1.75% | 2.15% | 2.56% | Q4 2015 | Q1 2016 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 0.14% | 0.57% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KG&L Capital Management,LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 2 |
Carlson Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
C-J Advisory, Inc. | 1 | 1 | 0.17% | 0.22% | 0.27% | Q2 2020 | Q4 2020 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q1 2019 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Oasis Management Co Ltd. | 1 | 1 | 0.01% | 0.46% | 0.90% | Q2 2022 | Q3 2023 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stux Capital Management, LLC | 1 | 1 | 0.04% | 0.13% | 0.22% | Q2 2013 | Q4 2013 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.22% | 1.35% | 1.48% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stokes & Hubbell Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 2 |
Totem Point Management, LLC | 2 | 2 | 2.73% | 3.70% | 4.67% | Q1 2021 | Q2 2021 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Reitz Capital Advisors LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q1 2022 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q2 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Americana Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.36% | 0.97% | 1.58% | Q1 2018 | Q1 2022 | 2 |
Soroban Capital Partners LP | 2 | 2 | 1.88% | 1.89% | 1.90% | Q1 2019 | Q2 2019 | 2 |
EHP Funds Inc. | 2 | 2 | 0.20% | 0.24% | 0.29% | Q2 2023 | Q3 2023 | 2 |
AAFMAA Wealth Management & Trust LLC | 2 | 2 | 0.91% | 1.03% | 1.14% | Q4 2020 | Q1 2021 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.19% | 0.36% | Q1 2017 | Q4 2020 | 2 |
Bornite Capital Management LP | 1 | 1 | 3.49% | 3.49% | 3.50% | Q2 2021 | Q2 2022 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.01% | 0.20% | 0.39% | Q4 2018 | Q1 2019 | 2 |
Private Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
West Branch Capital LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2018 | Q1 2018 | 1 |
Blue Rock Advisors, Inc. | 1 | 1 | 8.35% | 8.35% | 8.35% | Q4 2015 | Q4 2015 | 1 |
Geduld E E | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 1.98% | 1.98% | 1.98% | Q2 2020 | Q2 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Optimus Prime Fund Management Co., Ltd. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2021 | Q3 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Ignis Investment Services Ltd | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2013 | Q4 2013 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Paul John Balson | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
MANA Advisors LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2017 | Q4 2017 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2016 | Q4 2016 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2016 | Q4 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WJ Interests, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Carmignac Gestion | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Prairiewood Capital, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2020 | Q4 2020 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
Bond & Devick Financial Network, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
Fore Capital, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ascension Asset Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2023 | Q2 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Brickley Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2016 | Q1 2016 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2023 | Q1 2023 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Callahan Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2017 | Q3 2017 | 1 |
Bowie Capital Management, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2022 | Q3 2022 | 1 |
Symmetry Investments LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hayman Capital | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2014 | Q2 2014 | 1 |
Lucha Capital Management, LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
American Beacon Advisors, Inc. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2018 | Q3 2018 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Charles Carroll Financial Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Varenne Capital Partners | 1 | 1 | 15.32% | 15.32% | 15.32% | Q4 2021 | Q4 2021 | 1 |
MWA Asset Management | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOBAM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KHP Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2019 | Q2 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First Houston Capital, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Synergy Financial Group, LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PayPay Securities Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rokos Capital Management LLP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2021 | Q3 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 4.57% | 4.57% | 4.57% | Q4 2022 | Q4 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
Key Square Capital Management LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2021 | Q2 2021 | 1 |
LGT Group Foundation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LEE DANNER & BASS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2023 | Q1 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Saiers Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2016 | Q2 2016 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.82% | 3.82% | 3.82% | Q2 2023 | Q2 2023 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 31.78% | 31.78% | 31.78% | Q2 2018 | Q2 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2023 | Q2 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2020 | Q2 2020 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
440 INVESTMENT GROUP, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2017 | Q3 2017 | 1 |
BROADVIEW ADVISORS LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2013 | Q2 2013 | 1 |
Randolph Co Inc | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2017 | Q4 2017 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2018 | Q1 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Thrax Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2016 | Q2 2016 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2013 | Q2 2013 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2016 | Q2 2016 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2019 | Q2 2019 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BANCORPSOUTH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
FIRST CITIZENS BANCORPORATION INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
WMS Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2013 | Q2 2013 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FolioMetrix LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2017 | Q2 2017 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Leonard Capital Management, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2017 | Q1 2017 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q2 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cavalry Management Group, LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2014 | Q2 2014 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QUALCOMM INC/DE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Capital Investment Services of America, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2022 | Q3 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
DAVIDSON & GARRARD INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Euclidean Technologies Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2016 | Q1 2016 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
FT Options LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ulysses Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
EA Series Trust | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Union Point Advisors, LLC | 1 | 1 | 4.14% | 4.14% | 4.14% | Q3 2014 | Q3 2014 | 1 |
Shellback Capital, LP | 1 | 1 | 4.79% | 4.79% | 4.79% | Q1 2020 | Q1 2020 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2017 | Q4 2017 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Duquesne Family Office | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2016 | Q3 2016 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
S Squared Technology, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AMERICAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2022 | Q3 2022 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2021 | Q3 2021 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2017 | Q2 2017 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2013 | Q2 2013 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Atlas Private Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
Old Port Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Apella Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2014 | Q2 2014 | 1 |
Callodine Capital Management, LP | 1 | 1 | 2.94% | 2.94% | 2.94% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own LAM RESEARCH CORP or have owned LAM RESEARCH CORP in the past.