Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 120 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.17% | Q1 2012 | Q3 2023 | 115 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 112 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 110 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.29% | Q2 2013 | Q3 2023 | 108 |
D. E. Shaw & Co., Inc. | 30 | 11 | 0.00% | 0.02% | 0.46% | Q2 2013 | Q3 2023 | 107 |
Parallax Volatility Advisers, L.P. | 22 | 19 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 104 |
Citadel Advisors | 32 | 2 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 98 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.18% | Q4 2014 | Q3 2023 | 93 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 92 |
JANE STREET GROUP, LLC | 28 | 1 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q3 2023 | 83 |
WOLVERINE TRADING, LLC | 16 | 5 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 82 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.43% | Q4 2015 | Q3 2023 | 82 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.18% | Q1 2012 | Q3 2023 | 81 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 75 |
Twin Tree Management, LP | 23 | 1 | 0.00% | 0.05% | 0.30% | Q4 2012 | Q3 2023 | 67 |
MILLENNIUM MANAGEMENT LLC | 27 | 3 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 64 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.17% | Q3 2013 | Q3 2023 | 64 |
Paloma Partners Management Co | 23 | 2 | 0.00% | 0.06% | 0.54% | Q1 2014 | Q3 2023 | 63 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.06% | 0.32% | Q3 2013 | Q3 2023 | 62 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 3 | 0.00% | 0.03% | 0.20% | Q4 2015 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.03% | 0.08% | Q1 2009 | Q3 2023 | 59 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2022 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 55 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.16% | Q1 2013 | Q3 2023 | 55 |
TWO SIGMA SECURITIES, LLC | 8 | 2 | 0.00% | 0.03% | 0.25% | Q2 2016 | Q3 2023 | 53 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.05% | 0.46% | Q2 2013 | Q3 2023 | 52 |
NOMURA HOLDINGS INC | 22 | 2 | 0.00% | 0.02% | 0.09% | Q4 2012 | Q3 2023 | 52 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.08% | 0.33% | 1.20% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.05% | 0.08% | 0.13% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.10% | 0.18% | Q4 2011 | Q3 2023 | 48 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.04% | 0.08% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.03% | 0.20% | Q1 2012 | Q3 2023 | 47 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 47 |
GLENMEDE TRUST CO NA | 42 | 2 | 0.00% | 0.04% | 0.31% | Q1 2007 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 47 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 30 | 7 | 0.00% | 0.07% | 0.33% | Q2 2014 | Q3 2023 | 46 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.06% | 0.42% | Q2 2013 | Q3 2023 | 45 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.05% | 0.10% | 0.23% | Q1 2013 | Q4 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.07% | 0.10% | 0.14% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.07% | 0.15% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.13% | 0.37% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.40% | 1.18% | 1.59% | Q1 2013 | Q3 2023 | 43 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q2 2018 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.11% | 0.19% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.21% | 0.57% | Q4 2012 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q4 2023 | 43 |
KEYBANK NATIONAL ASSOCIATION/OH | 23 | 20 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.04% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.09% | 0.17% | Q1 2013 | Q3 2023 | 43 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.02% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.12% | 0.23% | 0.33% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.00% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.46% | 1.24% | 1.86% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.12% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.35% | 1.35% | 1.90% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 0.70% | 1.25% | 2.03% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.01% | 0.10% | 0.66% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.39% | 1.14% | 1.48% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.24% | 0.44% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.07% | 0.11% | 0.16% | Q4 2012 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Life Insurance Co | 42 | 42 | 0.02% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.04% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BARR E S & CO | 42 | 42 | 1.23% | 2.01% | 3.11% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.02% | 0.19% | 0.50% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 42 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 42 | 42 | 1.21% | 2.54% | 3.33% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WINSLOW ASSET MANAGEMENT INC | 42 | 42 | 1.52% | 2.27% | 3.20% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.03% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 42 |
SeaBridge Investment Advisors LLC | 42 | 42 | 0.20% | 0.35% | 0.82% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.01% | 0.76% | 1.61% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 1.13% | 1.98% | 3.06% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.10% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.73% | 1.45% | 2.12% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.11% | 0.55% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.05% | 0.40% | 0.80% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.04% | 0.35% | 0.74% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.10% | 0.21% | Q2 2012 | Q4 2022 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.09% | 0.20% | 0.39% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.00% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q4 2012 | Q1 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.54% | 0.86% | 1.35% | Q2 2013 | Q3 2023 | 42 |
Vision Capital Management, Inc. | 42 | 42 | 0.58% | 1.74% | 2.64% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.35% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.28% | 0.70% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.04% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.03% | 0.25% | 0.53% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GAM Holding AG | 42 | 42 | 0.36% | 0.93% | 2.26% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.03% | 0.20% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.16% | 0.36% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.34% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.08% | 0.23% | 0.49% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.25% | 0.68% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.07% | 0.33% | 0.45% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.06% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.03% | 0.47% | 0.99% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.04% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.10% | 0.48% | 1.54% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.05% | 0.37% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 1.31% | 3.28% | Q2 2013 | Q3 2023 | 42 |
Crystal Rock Capital Management | 42 | 42 | 2.26% | 3.70% | 6.06% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 1.26% | 2.12% | 3.00% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.06% | 0.24% | 0.99% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.05% | 0.26% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.14% | 0.47% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 13 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 41 |
STEPHENS INC /AR/ | 28 | 13 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.12% | 0.25% | 0.44% | Q2 2013 | Q2 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.06% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.13% | 0.52% | 1.14% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 26 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
DnB Asset Management AS | 39 | 2 | 0.02% | 0.08% | 0.32% | Q3 2013 | Q4 2023 | 41 |
Nippon Life Global Investors Americas, Inc. | 41 | 41 | 0.07% | 1.09% | 1.69% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.74% | 1.11% | 1.71% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Manchester Capital Management LLC | 31 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.12% | 0.37% | Q3 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 41 |
KBC Group NV | 39 | 2 | 0.04% | 0.31% | 0.85% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.14% | 0.21% | Q3 2013 | Q3 2023 | 41 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.22% | 1.18% | Q4 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 38 | 2 | 0.00% | 0.05% | 0.23% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 40 | 40 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q1 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 40 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 26 | 6 | 0.04% | 0.16% | 0.54% | Q1 2013 | Q3 2023 | 40 |
LOOMIS SAYLES & CO L P | 23 | 17 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 40 |
PUTNAM INVESTMENTS LLC | 40 | 40 | 0.00% | 0.13% | 0.37% | Q2 2013 | Q1 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.14% | 0.21% | Q3 2013 | Q3 2023 | 40 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 5 | 0.00% | 0.08% | 0.44% | Q3 2013 | Q3 2018 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.13% | 0.20% | Q4 2013 | Q3 2023 | 40 |
GATEWAY INVESTMENT ADVISERS LLC | 40 | 40 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q1 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 37 | 1 | 0.00% | 0.12% | 0.73% | Q2 2013 | Q3 2023 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 20 | 19 | 0.03% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 39 |
AlphaMark Advisors, LLC | 39 | 39 | 0.00% | 1.27% | 2.07% | Q2 2013 | Q4 2022 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Acropolis Investment Management, LLC | 39 | 39 | 0.02% | 0.16% | 0.29% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.11% | 0.19% | 0.34% | Q2 2013 | Q4 2022 | 39 |
Linscomb & Williams, Inc. | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.07% | 0.56% | Q2 2013 | Q3 2023 | 39 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 26 | 2 | 0.62% | 5.38% | 17.27% | Q2 2013 | Q3 2023 | 39 |
MIDDLETON & CO INC/MA | 39 | 39 | 0.70% | 1.29% | 1.75% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.33% | 0.47% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.05% | 0.20% | 0.67% | Q2 2013 | Q4 2022 | 39 |
Ancora Advisors LLC | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.12% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.10% | 0.21% | 0.32% | Q2 2013 | Q4 2022 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.14% | 0.25% | 0.42% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
SEGALL BRYANT & HAMILL, LLC | 39 | 39 | 0.33% | 0.67% | 1.13% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
BLAIR WILLIAM & CO/IL | 39 | 39 | 0.00% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
Laird Norton Wetherby Wealth Management, LLC | 35 | 1 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 38 |
FDx Advisors, Inc. | 22 | 2 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 38 |
Andra AP-fonden | 18 | 3 | 0.02% | 0.13% | 0.27% | Q2 2013 | Q2 2023 | 38 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 28 | 10 | 0.02% | 0.62% | 1.10% | Q1 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.54% | 0.79% | 1.07% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.05% | 0.24% | 0.63% | Q2 2013 | Q3 2022 | 38 |
MOTCO | 38 | 38 | 0.00% | 0.05% | 0.52% | Q2 2014 | Q3 2023 | 38 |
Bartlett & Co. LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 38 |
Janney Montgomery Scott LLC | 38 | 38 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 38 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 38 | 38 | 0.01% | 0.04% | 0.13% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.06% | 0.14% | 0.23% | Q2 2014 | Q3 2023 | 38 |
CI INVESTMENTS INC. | 38 | 38 | 0.00% | 0.28% | 0.55% | Q2 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q3 2022 | 38 |
ACG Wealth | 38 | 38 | 0.18% | 0.49% | 0.76% | Q2 2013 | Q3 2022 | 38 |
Rathbones Group PLC | 35 | 2 | 0.01% | 1.13% | 2.49% | Q2 2014 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 33 | 1 | 0.01% | 0.20% | 2.05% | Q4 2011 | Q3 2023 | 37 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 37 |
MACKENZIE FINANCIAL CORP | 27 | 10 | 0.00% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 37 |
DUPONT CAPITAL MANAGEMENT CORP | 26 | 11 | 0.00% | 0.31% | 0.58% | Q4 2013 | Q2 2023 | 37 |
GIRARD PARTNERS LTD. | 37 | 37 | 0.03% | 0.11% | 0.54% | Q3 2014 | Q3 2023 | 37 |
MOODY LYNN & LIEBERSON, LLC | 27 | 4 | 0.04% | 1.17% | 2.61% | Q3 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.09% | 0.15% | 0.22% | Q3 2014 | Q3 2023 | 37 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.05% | 0.27% | Q1 2014 | Q3 2023 | 37 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 2.41% | 5.13% | 7.39% | Q4 2014 | Q3 2023 | 36 |
MU Investments Co., Ltd. | 36 | 36 | 2.02% | 3.69% | 4.76% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q1 2022 | 36 |
ACADIAN ASSET MANAGEMENT LLC | 36 | 36 | 0.00% | 0.39% | 1.64% | Q4 2014 | Q3 2023 | 36 |
Parkside Financial Bank & Trust | 33 | 3 | 0.02% | 0.07% | 0.25% | Q3 2013 | Q3 2023 | 36 |
MARSHALL WACE, LLP | 14 | 1 | 0.00% | 0.26% | 1.22% | Q1 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.14% | 0.35% | 0.56% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.06% | 0.30% | 0.81% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.03% | 0.16% | 0.41% | Q4 2014 | Q3 2023 | 36 |
CREDIT AGRICOLE S A | 24 | 1 | 0.00% | 0.13% | 0.50% | Q2 2013 | Q3 2023 | 36 |
Stonehage Fleming Financial Services Holdings Ltd | 36 | 36 | 1.30% | 5.07% | 8.18% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q4 2021 | 35 |
ING GROEP NV | 18 | 1 | 0.01% | 0.09% | 0.27% | Q1 2013 | Q3 2023 | 35 |
Parsec Financial Management, Inc. | 35 | 35 | 0.07% | 0.29% | 0.52% | Q3 2014 | Q1 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
AMF Tjanstepension AB | 35 | 35 | 0.06% | 0.37% | 0.70% | Q4 2014 | Q2 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 35 |
PARK NATIONAL CORP /OH/ | 26 | 9 | 0.02% | 0.24% | 0.60% | Q1 2015 | Q4 2023 | 35 |
Tredje AP-fonden | 34 | 34 | 0.08% | 0.20% | 0.50% | Q2 2015 | Q3 2023 | 34 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.06% | 0.24% | Q3 2013 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2021 | 34 |
Joel Isaacson & Co., LLC | 34 | 34 | 0.01% | 1.32% | 2.34% | Q2 2015 | Q3 2023 | 34 |
1ST SOURCE BANK | 34 | 34 | 0.02% | 0.18% | 0.28% | Q2 2015 | Q3 2023 | 34 |
ONTARIO TEACHERS PENSION PLAN BOARD | 34 | 34 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2021 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.09% | 0.23% | Q2 2015 | Q3 2023 | 34 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 34 | 34 | 0.24% | 0.34% | 0.54% | Q2 2014 | Q3 2022 | 34 |
Granite Investment Partners, LLC | 34 | 34 | 0.15% | 0.51% | 0.98% | Q2 2015 | Q3 2023 | 34 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 34 |
BARINGS LLC | 33 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2022 | 34 |
NS Partners Ltd | 34 | 34 | 0.98% | 1.63% | 2.36% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.02% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q3 2021 | 34 |
EULAV Asset Management | 28 | 6 | 0.06% | 0.29% | 0.46% | Q2 2014 | Q3 2023 | 34 |
Gotham Asset Management, LLC | 14 | 2 | 0.00% | 0.15% | 0.83% | Q4 2013 | Q2 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.12% | 0.25% | 0.50% | Q2 2013 | Q2 2021 | 33 |
GAMCO INVESTORS, INC. ET AL | 18 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 33 |
Capital World Investors | 18 | 3 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 33 |
B & T Capital Management DBA Alpha Capital Management | 33 | 33 | 0.38% | 0.73% | 1.20% | Q3 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2021 | 33 |
BALDWIN BROTHERS LLC/MA | 32 | 1 | 0.01% | 0.26% | 0.85% | Q2 2015 | Q4 2023 | 33 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 1 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.01% | 0.35% | 0.58% | Q3 2015 | Q3 2023 | 33 |
MASSMUTUAL TRUST CO FSB/ADV | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 33 |
TIEMANN INVESTMENT ADVISORS, LLC | 33 | 33 | 0.10% | 0.21% | 0.36% | Q4 2013 | Q4 2021 | 33 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.44% | Q4 2015 | Q3 2023 | 33 |
NATIXIS | 9 | 1 | 0.00% | 0.09% | 0.56% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Bollard Group LLC | 32 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2023 | 33 |
Renaissance Technologies | 17 | 1 | 0.00% | 0.13% | 0.47% | Q2 2013 | Q3 2022 | 33 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 33 | 33 | 0.11% | 0.62% | 1.09% | Q3 2015 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q4 2021 | 33 |
Lombard Odier Asset Management (Switzerland) SA | 23 | 1 | 0.05% | 1.30% | 4.65% | Q2 2014 | Q1 2023 | 32 |
JONES FINANCIAL COMPANIES LLLP | 30 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.09% | 0.38% | 0.83% | Q4 2015 | Q3 2023 | 32 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 14 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.18% | 0.35% | 0.61% | Q4 2015 | Q3 2023 | 32 |
SCOTIA CAPITAL INC. | 29 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 32 |
NatWest Group plc | 22 | 10 | 0.01% | 2.02% | 5.83% | Q2 2013 | Q3 2022 | 32 |
WEBSTER BANK, N. A. | 32 | 32 | 0.06% | 0.14% | 0.20% | Q4 2015 | Q3 2023 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.46% | 0.76% | 1.07% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Baillie Gifford | 32 | 32 | 0.01% | 0.23% | 0.72% | Q4 2015 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.01% | 0.10% | 0.49% | Q2 2013 | Q1 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2021 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 32 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 5 | 0.03% | 0.12% | 0.24% | Q4 2014 | Q3 2023 | 32 |
Boston Common Asset Management, LLC | 32 | 32 | 0.10% | 0.49% | 1.17% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 17 | 1 | 0.00% | 0.06% | 0.24% | Q4 2013 | Q3 2023 | 32 |
BANK OF NOVA SCOTIA TRUST CO | 32 | 32 | 0.12% | 0.52% | 0.74% | Q4 2015 | Q3 2023 | 32 |
New England Research & Management, Inc. | 28 | 1 | 0.16% | 0.68% | 1.55% | Q1 2014 | Q3 2023 | 32 |
FARMERS & MERCHANTS INVESTMENTS INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 32 |
LGT CAPITAL PARTNERS LTD. | 32 | 32 | 0.93% | 4.75% | 8.42% | Q4 2015 | Q3 2023 | 32 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.13% | 0.22% | 0.29% | Q1 2016 | Q3 2023 | 31 |
Cypress Capital Group | 30 | 1 | 0.04% | 0.14% | 0.32% | Q2 2013 | Q4 2021 | 31 |
DAVENPORT & Co LLC | 23 | 8 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 31 |
CAMBRIDGE TRUST CO | 31 | 31 | 0.02% | 0.42% | 1.53% | Q1 2016 | Q3 2023 | 31 |
Zurich Insurance Group Ltd/FI | 31 | 31 | 0.06% | 0.71% | 2.05% | Q3 2015 | Q1 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Robeco Schweiz AG | 31 | 31 | 0.08% | 0.31% | 0.64% | Q3 2015 | Q1 2023 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q1 2021 | 31 |
Engineers Gate Manager LP | 11 | 1 | 0.01% | 0.22% | 0.76% | Q4 2014 | Q3 2023 | 31 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 29 | 2 | 0.01% | 0.15% | 0.41% | Q3 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q4 2020 | 31 |
GSA CAPITAL PARTNERS LLP | 14 | 1 | 0.02% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 31 |
Kemper Corp Master Retirement Trust | 31 | 31 | 0.50% | 1.10% | 2.25% | Q2 2013 | Q4 2020 | 31 |
Natixis Investment Managers International | 18 | 12 | 0.02% | 0.52% | 1.56% | Q2 2014 | Q3 2023 | 30 |
LORD, ABBETT & CO. LLC | 17 | 2 | 0.02% | 0.14% | 0.67% | Q2 2013 | Q2 2023 | 30 |
INTRUST BANK NA | 30 | 30 | 0.06% | 0.18% | 0.26% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 25 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 30 |
WINTON GROUP Ltd | 17 | 1 | 0.01% | 0.25% | 0.80% | Q2 2014 | Q2 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.08% | 0.23% | 0.38% | Q1 2016 | Q3 2023 | 30 |
Decatur Capital Management, Inc. | 24 | 6 | 0.91% | 1.34% | 2.01% | Q2 2015 | Q1 2023 | 30 |
Evercore Wealth Management, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 30 |
DOWLING & YAHNKE LLC | 29 | 29 | 0.04% | 0.13% | 0.20% | Q3 2015 | Q3 2022 | 29 |
CIBC WORLD MARKET INC. | 24 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 5 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 29 |
Alecta Tjanstepension Omsesidigt | 29 | 29 | 0.55% | 2.18% | 4.12% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 26 | 3 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 29 |
RATIONAL ADVISORS LLC | 11 | 2 | 0.00% | 0.14% | 1.06% | Q2 2011 | Q1 2023 | 29 |
BANQUE PICTET & CIE SA | 18 | 1 | 0.01% | 0.38% | 2.71% | Q4 2013 | Q3 2023 | 29 |
Bath Savings Trust Co | 29 | 29 | 0.36% | 1.11% | 1.45% | Q3 2016 | Q3 2023 | 29 |
ADVISOR PARTNERS LLC | 27 | 2 | 0.07% | 0.11% | 0.16% | Q1 2015 | Q2 2022 | 29 |
DUNCKER STREETT & CO INC | 15 | 14 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q2 2023 | 29 |
Fundsmith | 29 | 29 | 3.35% | 5.44% | 6.88% | Q2 2016 | Q2 2023 | 29 |
ALPS ADVISORS INC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 29 |
Johnson Financial Group, Inc. | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
First Financial Bank - Trust Division | 27 | 2 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2023 | 29 |
FORSTA AP-FONDEN | 29 | 29 | 0.07% | 0.42% | 1.16% | Q3 2016 | Q3 2023 | 29 |
MARTIN CURRIE LTD | 29 | 29 | 0.28% | 0.90% | 3.04% | Q3 2016 | Q3 2023 | 29 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 1 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q2 2023 | 29 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 29 | 29 | 0.00% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Ninety One UK Ltd | 29 | 29 | 0.02% | 1.11% | 2.52% | Q3 2016 | Q3 2023 | 29 |
Ako Capital | 28 | 28 | 1.09% | 4.63% | 6.44% | Q4 2016 | Q3 2023 | 28 |
Ascent Wealth Partners, LLC | 28 | 28 | 0.93% | 1.61% | 2.20% | Q4 2016 | Q3 2023 | 28 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.03% | 0.20% | Q3 2013 | Q3 2023 | 28 |
JENNISON ASSOCIATES LLC | 23 | 1 | 0.00% | 1.11% | 1.67% | Q2 2013 | Q1 2023 | 28 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q4 2023 | 28 |
People's United Financial, Inc. | 18 | 10 | 0.00% | 0.06% | 0.30% | Q1 2015 | Q1 2022 | 28 |
Winslow, Evans & Crocker, Inc. | 22 | 6 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2020 | 28 |
Fiera Capital Corp | 22 | 2 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 28 |
Cornerstone Advisors, Inc. | 28 | 28 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q3 2020 | 28 |
Private Advisor Group, LLC | 25 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 28 |
Buckingham Capital Management, Inc. | 28 | 28 | 0.05% | 0.43% | 0.86% | Q3 2014 | Q2 2021 | 28 |
Point72 Asset Management, L.P. | 8 | 1 | 0.01% | 0.20% | 0.70% | Q2 2015 | Q2 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.24% | 1.37% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
BRAUN STACEY ASSOCIATES INC | 28 | 28 | 0.01% | 0.67% | 1.34% | Q2 2015 | Q1 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.13% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.13% | 0.37% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.04% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Global Thematic Partners, LLC | 28 | 28 | 0.17% | 1.77% | 2.62% | Q3 2013 | Q2 2020 | 28 |
BTC Capital Management, Inc. | 28 | 28 | 0.03% | 0.27% | 0.68% | Q3 2016 | Q2 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.11% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 24 | 1 | 0.00% | 0.21% | 0.64% | Q2 2014 | Q2 2023 | 28 |
Snowden Capital Advisors LLC | 20 | 8 | 0.02% | 0.25% | 0.58% | Q3 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.10% | 0.19% | Q4 2016 | Q3 2023 | 28 |
South Dakota Investment Council | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.13% | 0.54% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.01% | 0.10% | 0.66% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Point72 Hong Kong Ltd | 9 | 1 | 0.01% | 0.09% | 1.06% | Q3 2014 | Q4 2022 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.15% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Penserra Capital Management LLC | 12 | 4 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.14% | 0.28% | Q1 2017 | Q3 2023 | 27 |
Spears Abacus Advisors LLC | 24 | 3 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
FLOSSBACH VON STORCH AG | 21 | 6 | 0.03% | 0.20% | 0.89% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
EFG Asset Management (Americas) Corp. | 27 | 27 | 0.09% | 1.05% | 1.83% | Q1 2017 | Q3 2023 | 27 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.01% | 0.22% | 0.69% | Q2 2013 | Q3 2022 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.14% | 0.70% | Q2 2013 | Q4 2019 | 27 |
USS Investment Management Ltd | 14 | 13 | 0.03% | 0.42% | 1.76% | Q4 2014 | Q3 2023 | 27 |
ALERUS FINANCIAL NA | 27 | 27 | 0.02% | 0.30% | 0.57% | Q1 2017 | Q3 2023 | 27 |
KINGS POINT CAPITAL MANAGEMENT | 27 | 27 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2022 | 27 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.04% | 0.19% | 0.47% | Q4 2012 | Q1 2021 | 27 |
FIDUCIARY TRUST CO | 26 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
HENDLEY & CO INC | 27 | 27 | 0.25% | 1.78% | 3.29% | Q3 2013 | Q1 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.09% | 0.21% | Q1 2017 | Q3 2023 | 27 |
DONALDSON CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.12% | 0.29% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Checchi Capital Advisers, LLC | 24 | 3 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.02% | 0.26% | 0.50% | Q1 2017 | Q3 2023 | 27 |
Norway Savings Bank | 27 | 27 | 0.18% | 0.66% | 0.96% | Q1 2017 | Q3 2023 | 27 |
Mariner, LLC | 18 | 9 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 25 | 2 | 0.05% | 0.19% | 0.56% | Q4 2016 | Q3 2023 | 27 |
SHELTON CAPITAL MANAGEMENT | 26 | 1 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
YCG, LLC | 27 | 27 | 1.02% | 2.44% | 3.72% | Q1 2017 | Q3 2023 | 27 |
Employees Retirement System of Texas | 27 | 27 | 0.02% | 0.16% | 0.45% | Q2 2013 | Q4 2019 | 27 |
Israel Discount Bank of New York | 17 | 9 | 0.09% | 0.62% | 1.00% | Q1 2017 | Q3 2023 | 26 |
Joho Capital | 23 | 3 | 0.29% | 1.25% | 9.01% | Q2 2013 | Q3 2023 | 26 |
AXIOM INVESTORS LLC /DE | 21 | 5 | 0.36% | 1.57% | 3.66% | Q2 2013 | Q2 2023 | 26 |
ARGENT CAPITAL MANAGEMENT LLC | 25 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
Bank Pictet & Cie (Europe) AG | 15 | 1 | 0.08% | 0.46% | 1.84% | Q3 2014 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2019 | 26 |
GREENLEAF TRUST | 25 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 26 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 26 | 26 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 26 |
NICOLET BANKSHARES INC | 26 | 26 | 0.14% | 0.21% | 0.28% | Q2 2017 | Q3 2023 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.14% | 0.51% | Q3 2013 | Q2 2023 | 26 |
Avalon Investment & Advisory | 19 | 7 | 0.01% | 0.15% | 0.45% | Q2 2013 | Q1 2023 | 26 |
PRIVATE TRUST CO NA | 14 | 1 | 0.00% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 26 |
Hills Bank & Trust Co | 26 | 26 | 0.09% | 0.38% | 0.60% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.02% | 0.17% | Q3 2014 | Q4 2021 | 26 |
FRED ALGER MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.05% | 0.45% | Q2 2014 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 26 | 26 | 0.13% | 0.21% | 0.30% | Q1 2017 | Q2 2023 | 26 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 26 | 26 | 0.21% | 0.42% | 1.36% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.05% | 0.10% | Q3 2013 | Q1 2020 | 26 |
CITIZENS & NORTHERN CORP | 26 | 26 | 0.45% | 1.04% | 1.45% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 26 |
Boston Trust Walden Corp | 26 | 26 | 0.01% | 0.35% | 0.58% | Q2 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2019 | 26 |
AUA CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.04% | 0.24% | 0.33% | Q4 2016 | Q1 2023 | 26 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 3 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q4 2022 | 26 |
MONTRUSCO BOLTON INVESTMENTS INC. | 25 | 25 | 0.37% | 0.61% | 0.98% | Q4 2014 | Q4 2020 | 25 |
Douglass Winthrop Advisors, LLC | 13 | 12 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2023 | 25 |
abrdn plc | 25 | 25 | 0.10% | 0.39% | 0.62% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.04% | 0.51% | 1.26% | Q1 2016 | Q1 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.07% | 0.19% | 0.40% | Q3 2017 | Q3 2023 | 25 |
BAILARD, INC. | 25 | 25 | 0.01% | 0.07% | 0.18% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
COLUMBUS CIRCLE INVESTORS | 15 | 10 | 0.09% | 0.89% | 1.28% | Q2 2013 | Q3 2020 | 25 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 1 | 0.01% | 0.36% | 0.83% | Q2 2013 | Q1 2023 | 25 |
MONTAG & CALDWELL, LLC | 20 | 5 | 1.16% | 2.78% | 3.54% | Q2 2013 | Q2 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.04% | 0.31% | Q2 2013 | Q2 2019 | 25 |
COLONY GROUP LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 25 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2021 | 25 |
SUMITOMO LIFE INSURANCE CO | 25 | 25 | 0.03% | 0.14% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Assenagon Asset Management S.A. | 13 | 3 | 0.01% | 0.11% | 0.50% | Q1 2017 | Q3 2023 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
Argent Trust Co | 25 | 25 | 0.06% | 0.17% | 0.24% | Q3 2017 | Q3 2023 | 25 |
Walleye Capital LLC | 5 | 4 | 0.01% | 0.08% | 0.44% | Q1 2019 | Q3 2023 | 25 |
Global Retirement Partners, LLC | 13 | 5 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q3 2023 | 25 |
Osborn Williams & Donohoe LLC | 25 | 25 | 0.09% | 0.30% | 0.63% | Q1 2014 | Q1 2020 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.19% | 0.87% | 1.52% | Q2 2013 | Q2 2019 | 25 |
Morse Asset Management, Inc | 25 | 25 | 0.14% | 0.76% | 1.34% | Q3 2017 | Q3 2023 | 25 |
Brown Advisory Securities, LLC | 8 | 3 | 0.05% | 0.15% | 0.24% | Q2 2013 | Q1 2022 | 25 |
FRANKLIN STREET ADVISORS INC /NC | 20 | 5 | 0.07% | 1.02% | 1.75% | Q1 2014 | Q2 2023 | 25 |
Bridgewater Associates | 13 | 1 | 0.00% | 0.45% | 1.40% | Q1 2014 | Q3 2023 | 25 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.03% | 0.70% | 1.86% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 12 | 0.02% | 0.22% | 0.52% | Q1 2017 | Q2 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.04% | 0.15% | 0.22% | Q2 2013 | Q1 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Brookstone Capital Management | 21 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 24 |
ALLSTATE CORP | 18 | 2 | 0.02% | 0.16% | 0.95% | Q4 2015 | Q1 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 1.00% | 1.48% | 2.14% | Q4 2017 | Q3 2023 | 24 |
VAN ECK ASSOCIATES CORP | 10 | 6 | 0.00% | 0.05% | 0.55% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 24 | 0.03% | 0.15% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.34% | 0.80% | 1.27% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 21 | 1 | 0.01% | 0.10% | 0.15% | Q1 2016 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.10% | 0.22% | 0.36% | Q2 2013 | Q1 2019 | 24 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.13% | 1.78% | Q2 2013 | Q1 2023 | 24 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 1 | 0.00% | 0.13% | 0.50% | Q2 2015 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.17% | 0.55% | Q4 2017 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.09% | 0.25% | 0.38% | Q4 2017 | Q3 2023 | 24 |
AT Bancorp | 24 | 24 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q1 2019 | 24 |
Pensionfund DSM Netherlands | 22 | 2 | 0.13% | 0.53% | 0.90% | Q2 2013 | Q4 2021 | 24 |
Bowie Capital Management, LLC | 24 | 24 | 0.41% | 1.87% | 3.58% | Q1 2017 | Q4 2022 | 24 |
Elgethun Capital Management | 23 | 1 | 0.04% | 0.14% | 0.20% | Q4 2016 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.08% | 0.33% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Bragg Financial Advisors, Inc | 24 | 24 | 0.01% | 0.04% | 0.05% | Q3 2017 | Q2 2023 | 24 |
CNB Bank | 24 | 24 | 0.08% | 0.36% | 0.68% | Q4 2017 | Q3 2023 | 24 |
Bell Asset Management Ltd | 24 | 24 | 0.84% | 1.23% | 2.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BAMCO INC /NY/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.89% | 1.48% | Q2 2017 | Q4 2022 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.03% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.08% | 0.15% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Haverford Trust Co | 19 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Clearstead Advisors, LLC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.26% | 0.81% | Q2 2013 | Q2 2023 | 23 |
FARMERS TRUST CO | 23 | 23 | 0.22% | 0.83% | 2.11% | Q2 2013 | Q4 2018 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.21% | 0.55% | Q1 2018 | Q3 2023 | 23 |
McIlrath & Eck, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 2 | 0.03% | 0.06% | 0.15% | Q2 2014 | Q2 2022 | 23 |
GRIFFIN ASSET MANAGEMENT, INC. | 23 | 23 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2023 | 23 |
CULLEN/FROST BANKERS, INC. | 19 | 4 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 23 |
Altshuler Shaham Ltd | 23 | 23 | 0.01% | 0.07% | 0.34% | Q4 2017 | Q2 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 23 |
HANCOCK WHITNEY CORP | 23 | 23 | 0.04% | 0.21% | 0.74% | Q1 2018 | Q3 2023 | 23 |
Freedom Investment Management, Inc. | 20 | 1 | 0.02% | 0.10% | 0.31% | Q4 2016 | Q2 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 23 |
Integrated Investment Consultants, LLC | 16 | 7 | 0.06% | 0.11% | 0.16% | Q1 2016 | Q4 2021 | 23 |
Princeton Portfolio Strategies Group LLC | 23 | 23 | 0.09% | 0.40% | 1.60% | Q4 2015 | Q2 2021 | 23 |
TELEMUS CAPITAL, LLC | 13 | 1 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 23 |
Aristotle Atlantic Partners, LLC | 20 | 3 | 0.10% | 0.36% | 0.93% | Q4 2017 | Q3 2023 | 23 |
FINANCIAL COUNSELORS INC | 23 | 23 | 0.01% | 0.09% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Ipswich Investment Management Co., Inc. | 21 | 2 | 0.10% | 1.15% | 1.70% | Q4 2017 | Q3 2023 | 23 |
JCIC Asset Management Inc. | 23 | 23 | 0.01% | 0.09% | 0.19% | Q4 2017 | Q2 2023 | 23 |
Perennial Advisors, LLC | 23 | 23 | 0.07% | 0.43% | 0.72% | Q1 2018 | Q3 2023 | 23 |
QCI ASSET MANAGEMENT INC/NY | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Lloyds Banking Group plc | 23 | 23 | 0.02% | 0.64% | 2.06% | Q2 2013 | Q4 2018 | 23 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 16 | 6 | 3.80% | 6.08% | 10.99% | Q4 2016 | Q3 2023 | 22 |
ETRADE Capital Management LLC | 18 | 4 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 22 |
Glenview Trust Co | 14 | 8 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 22 |
Simmons Bank | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 21 | 1 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 22 |
Dana Investment Advisors, Inc. | 22 | 22 | 0.01% | 0.04% | 0.18% | Q1 2018 | Q2 2023 | 22 |
STRATEGY ASSET MANAGERS LLC | 20 | 2 | 0.21% | 1.05% | 1.98% | Q3 2015 | Q2 2023 | 22 |
NINE MASTS CAPITAL Ltd | 4 | 2 | 0.00% | 0.06% | 0.42% | Q1 2017 | Q4 2019 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 22 |
GM Advisory Group, LLC | 19 | 3 | 0.05% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 22 |
TWIN CAPITAL MANAGEMENT INC | 6 | 1 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q2 2022 | 22 |
LMR Partners LLP | 6 | 1 | 0.00% | 0.16% | 1.29% | Q1 2014 | Q3 2022 | 22 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 22 | 22 | 1.42% | 1.94% | 2.99% | Q2 2014 | Q3 2019 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.00% | 0.04% | 0.18% | Q2 2018 | Q3 2023 | 22 |
COMGEST GLOBAL INVESTORS S.A.S. | 15 | 7 | 0.01% | 0.10% | 0.21% | Q2 2017 | Q3 2023 | 22 |
BRYN MAWR TRUST Co | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 22 |
Moloney Securities Asset Management, LLC | 22 | 22 | 0.05% | 0.18% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.01% | 0.07% | 0.21% | Q1 2017 | Q3 2023 | 22 |
Cannell & Co. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
PICTON MAHONEY ASSET MANAGEMENT | 15 | 1 | 0.01% | 0.28% | 0.61% | Q3 2015 | Q2 2023 | 22 |
Carnegie Capital Asset Management, LLC | 20 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Vident Investment Advisory, LLC | 10 | 2 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q2 2023 | 22 |
Harrington Investments, INC | 12 | 10 | 0.15% | 0.23% | 0.39% | Q4 2017 | Q2 2023 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
BFSG, LLC | 13 | 9 | 0.15% | 0.27% | 0.45% | Q1 2018 | Q3 2023 | 22 |
First Allied Advisory Services, Inc. | 14 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2020 | 22 |
CHILTON CAPITAL MANAGEMENT LLC | 17 | 1 | 0.00% | 0.88% | 1.56% | Q2 2014 | Q3 2023 | 22 |
SALEM INVESTMENT COUNSELORS INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
CENTRAL BANK & TRUST CO | 21 | 21 | 0.02% | 0.25% | 1.28% | Q3 2018 | Q3 2023 | 21 |
Silvant Capital Management LLC | 21 | 21 | 0.60% | 1.08% | 2.84% | Q1 2018 | Q1 2023 | 21 |
MARTINGALE ASSET MANAGEMENT L P | 15 | 2 | 0.01% | 0.10% | 0.33% | Q1 2016 | Q2 2022 | 21 |
Gryphon Financial Partners LLC | 18 | 3 | 0.01% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 21 |
Dorsey & Whitney Trust CO LLC | 13 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 21 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.16% | 1.04% | Q1 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 21 |
QUEST INVESTMENT MANAGEMENT LLC | 19 | 2 | 0.10% | 0.77% | 1.34% | Q2 2013 | Q2 2023 | 21 |
Man Group plc | 11 | 2 | 0.01% | 0.11% | 0.62% | Q1 2018 | Q3 2023 | 21 |
BP PLC | 10 | 1 | 0.07% | 0.13% | 0.26% | Q4 2014 | Q2 2021 | 21 |
CARDEROCK CAPITAL MANAGEMENT INC | 21 | 21 | 0.10% | 1.14% | 2.34% | Q1 2018 | Q1 2023 | 21 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 21 |
BAR HARBOR WEALTH MANAGEMENT | 12 | 4 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q4 2021 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 21 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 21 | 21 | 0.16% | 0.47% | 0.97% | Q3 2018 | Q3 2023 | 21 |
Artisan Partners Limited Partnership | 18 | 18 | 0.04% | 0.22% | 0.33% | Q2 2019 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.11% | 0.24% | Q3 2018 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 21 |
C M BIDWELL & ASSOCIATES LTD | 11 | 2 | 0.16% | 0.66% | 1.93% | Q4 2015 | Q1 2022 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 21 | 21 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2023 | 21 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 21 |
Perigon Wealth Management, LLC | 11 | 3 | 0.00% | 0.15% | 0.45% | Q4 2015 | Q2 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q2 2018 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
PineBridge Investments, L.P. | 9 | 5 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2023 | 21 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16 | 5 | 0.00% | 0.16% | 0.48% | Q2 2017 | Q4 2022 | 21 |
United Bank | 21 | 21 | 0.22% | 0.67% | 0.96% | Q3 2018 | Q3 2023 | 21 |
Cipher Capital LP | 7 | 1 | 0.05% | 0.36% | 0.99% | Q3 2013 | Q1 2021 | 21 |
Meristem Family Wealth, LLC | 18 | 3 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q1 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
IMPAX ASSET MANAGEMENT LLC | 21 | 21 | 0.29% | 1.14% | 1.55% | Q2 2013 | Q2 2018 | 21 |
L. Roy Papp & Associates, LLP | 19 | 1 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 21 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12 | 1 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q2 2023 | 21 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 1 | 0.00% | 0.18% | 0.64% | Q2 2013 | Q1 2020 | 21 |
MEEDER ASSET MANAGEMENT INC | 14 | 3 | 0.00% | 0.09% | 0.51% | Q3 2015 | Q3 2022 | 21 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.32% | 1.11% | Q4 2013 | Q3 2022 | 21 |
Vigilant Capital Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 21 |
Scott & Selber, Inc. | 19 | 1 | 0.24% | 0.96% | 1.73% | Q3 2016 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.03% | 0.13% | 0.23% | Q4 2017 | Q3 2022 | 20 |
Echo Street Capital Management LLC | 10 | 1 | 0.01% | 0.34% | 0.80% | Q3 2014 | Q3 2023 | 20 |
GUARDIAN INVESTMENT MANAGEMENT | 12 | 3 | 0.65% | 1.17% | 1.50% | Q2 2013 | Q3 2023 | 20 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18 | 2 | 0.00% | 0.11% | 0.36% | Q3 2016 | Q1 2022 | 20 |
NuWave Investment Management, LLC | 6 | 1 | 0.00% | 0.23% | 1.07% | Q2 2013 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BALASA DINVERNO & FOLTZ LLC | 18 | 2 | 0.04% | 0.14% | 0.22% | Q2 2017 | Q3 2022 | 20 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 3 | 0.06% | 0.42% | 0.97% | Q4 2015 | Q4 2021 | 20 |
Epoch Investment Partners, Inc. | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2020 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.03% | 0.27% | 0.83% | Q2 2013 | Q1 2023 | 20 |
WHALEROCK POINT PARTNERS, LLC | 19 | 1 | 0.09% | 0.91% | 1.55% | Q4 2015 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.58% | 0.97% | 2.43% | Q3 2017 | Q2 2022 | 20 |
Edgewood Management | 20 | 20 | 2.03% | 4.08% | 5.62% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Artemis Investment Management LLP | 12 | 1 | 0.08% | 0.22% | 0.45% | Q3 2014 | Q3 2023 | 20 |
Kiwi Wealth Investments Limited Partnership | 11 | 1 | 0.18% | 0.37% | 0.98% | Q2 2017 | Q2 2023 | 20 |
JUPITER ASSET MANAGEMENT LTD | 20 | 20 | 0.01% | 0.09% | 0.30% | Q4 2018 | Q3 2023 | 20 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 12 | 2 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q2 2023 | 20 |
Personal Capital Advisors Corp | 20 | 20 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 20 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.26% | 1.00% | Q3 2013 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.10% | 0.19% | 0.23% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.05% | 0.17% | Q1 2013 | Q4 2017 | 20 |
Grove Bank & Trust | 9 | 4 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 20 |
ASSOCIATED BANC-CORP | 18 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2023 | 20 |
Barrett Asset Management, LLC | 13 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2020 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.33% | 0.59% | 0.80% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.27% | 0.83% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.22% | 1.01% | Q4 2018 | Q3 2023 | 20 |
MIROVA | 20 | 20 | 0.10% | 0.82% | 1.82% | Q4 2018 | Q3 2023 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.11% | 0.27% | 0.43% | Q4 2018 | Q3 2023 | 20 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.02% | 0.09% | 0.32% | Q3 2013 | Q1 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
LA FINANCIERE DE L'ECHIQUIER | 20 | 20 | 0.02% | 0.22% | 2.02% | Q4 2018 | Q3 2023 | 20 |
GREAT LAKES ADVISORS, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 20 |
Symmetry Partners, LLC | 20 | 20 | 0.01% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
NORTHEAST INVESTMENT MANAGEMENT | 20 | 20 | 0.02% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.09% | 0.11% | 0.15% | Q2 2013 | Q1 2018 | 20 |
FCF Advisors LLC | 16 | 2 | 0.42% | 0.98% | 1.28% | Q4 2014 | Q3 2022 | 20 |
Zions Bancorporation, N.A. | 19 | 19 | 0.02% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 19 |
SIMON QUICK ADVISORS, LLC | 14 | 1 | 0.00% | 0.04% | 0.25% | Q4 2016 | Q3 2023 | 19 |
Raub Brock Capital Management LP | 19 | 19 | 2.97% | 4.27% | 5.32% | Q3 2015 | Q1 2020 | 19 |
Valeo Financial Advisors, LLC | 15 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 8 | 4 | 0.03% | 0.13% | 0.26% | Q2 2013 | Q2 2023 | 19 |
NICHOLS & PRATT ADVISERS LLP /MA | 19 | 19 | 0.05% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
GenWealth Group, Inc. | 19 | 19 | 0.08% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.04% | 0.20% | Q4 2015 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 19 |
MONTAG A & ASSOCIATES INC | 19 | 19 | 0.01% | 0.06% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.04% | 0.31% | 0.98% | Q2 2012 | Q3 2021 | 19 |
TRUIST FINANCIAL CORP | 18 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 19 |
APPLETON PARTNERS INC/MA | 19 | 19 | 0.12% | 0.60% | 0.85% | Q4 2018 | Q2 2023 | 19 |
Banco de Sabadell, S.A | 10 | 1 | 0.04% | 0.13% | 0.56% | Q2 2018 | Q3 2023 | 19 |
Jupiter Investment Management Ltd | 10 | 1 | 0.00% | 0.84% | 1.92% | Q2 2013 | Q3 2019 | 19 |
Strid Group, LLC | 18 | 1 | 0.06% | 0.15% | 0.67% | Q4 2015 | Q3 2023 | 19 |
Wesleyan Assurance Society | 19 | 19 | 0.32% | 0.65% | 0.88% | Q1 2019 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.15% | 0.70% | Q4 2014 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 19 | 19 | 0.07% | 0.14% | 0.28% | Q4 2017 | Q2 2022 | 19 |
CHILTON INVESTMENT CO INC. | 11 | 1 | 0.01% | 0.12% | 1.47% | Q1 2017 | Q1 2023 | 19 |
Marshall Wace North America L.P. | 12 | 1 | 0.00% | 0.15% | 0.30% | Q2 2013 | Q3 2021 | 19 |
WMS Partners, LLC | 19 | 19 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2017 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Azimuth Capital Management LLC | 19 | 19 | 0.34% | 0.68% | 0.97% | Q3 2017 | Q1 2022 | 19 |
Essex Savings Bank | 19 | 19 | 0.10% | 0.15% | 0.19% | Q4 2018 | Q2 2023 | 19 |
Capital International, Inc./CA/ | 19 | 19 | 0.02% | 0.34% | 0.54% | Q1 2019 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Capital International Investors | 19 | 19 | 0.02% | 0.10% | 0.22% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
MUFG Securities EMEA plc | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.16% | 0.48% | 0.62% | Q2 2019 | Q3 2023 | 18 |
Premier Fund Managers Ltd | 18 | 18 | 0.03% | 0.71% | 2.87% | Q2 2019 | Q3 2023 | 18 |
Carmignac Gestion | 18 | 18 | 0.00% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.48% | 0.59% | 0.69% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
Chicago Partners Investment Group LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 18 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q2 2019 | 18 |
WestEnd Advisors, LLC | 14 | 1 | 0.00% | 3.87% | 5.37% | Q2 2013 | Q3 2023 | 18 |
Wunderlich Capital Managemnt | 18 | 18 | 1.00% | 1.26% | 1.44% | Q4 2018 | Q1 2023 | 18 |
Boltwood Capital Management | 18 | 18 | 0.07% | 0.32% | 0.42% | Q3 2019 | Q4 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Bremer Bank National Association | 18 | 18 | 0.18% | 0.72% | 0.88% | Q1 2019 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
OppenheimerFunds, Inc. | 14 | 4 | 0.00% | 0.03% | 0.21% | Q1 2013 | Q1 2019 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 18 |
BRIDGES INVESTMENT MANAGEMENT INC | 10 | 8 | 0.01% | 0.07% | 0.32% | Q1 2018 | Q3 2023 | 18 |
Ninety One SA (PTY) Ltd | 17 | 1 | 0.30% | 1.00% | 1.64% | Q2 2018 | Q3 2023 | 18 |
Sabal Trust CO | 18 | 18 | 0.03% | 0.05% | 0.05% | Q2 2013 | Q3 2017 | 18 |
WEALTHSOURCE PARTNERS, LLC | 13 | 1 | 0.01% | 0.07% | 0.14% | Q1 2017 | Q1 2022 | 18 |
MARATHON ASSET MANAGEMENT LLP | 15 | 3 | 0.46% | 1.12% | 1.80% | Q2 2013 | Q3 2018 | 18 |
American Research & Management Co. | 18 | 18 | 0.24% | 0.67% | 0.93% | Q2 2018 | Q3 2022 | 18 |
GW&K Investment Management, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NVWM, LLC | 17 | 1 | 0.00% | 0.25% | 0.50% | Q2 2018 | Q1 2023 | 18 |
Edgestream Partners, L.P. | 4 | 2 | 0.02% | 0.45% | 1.87% | Q1 2017 | Q3 2023 | 18 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 18 |
WEALTHFRONT Corp | 11 | 7 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q1 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.15% | 0.28% | 0.36% | Q2 2019 | Q3 2023 | 18 |
First Western Capital Management Co | 18 | 18 | 1.18% | 1.64% | 3.05% | Q4 2013 | Q1 2018 | 18 |
Clarius Group, LLC | 18 | 18 | 0.03% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 18 |
UBS OCONNOR LLC | 9 | 3 | 0.00% | 0.46% | 1.22% | Q2 2013 | Q2 2021 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Horizon Investments, LLC | 14 | 4 | 0.01% | 0.06% | 0.84% | Q1 2019 | Q3 2023 | 18 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 17 | 1 | 0.01% | 0.07% | 0.18% | Q1 2018 | Q1 2023 | 18 |
Magellan Asset Management Ltd | 18 | 18 | 0.00% | 1.15% | 4.02% | Q2 2019 | Q3 2023 | 18 |
Royal Fund Management, LLC | 15 | 3 | 0.00% | 0.13% | 0.27% | Q4 2017 | Q4 2022 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 1 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q2 2021 | 18 |
Belpointe Asset Management LLC | 16 | 2 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 18 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 18 | 18 | 0.68% | 1.30% | 1.87% | Q2 2013 | Q3 2017 | 18 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.09% | 0.24% | Q1 2018 | Q1 2022 | 17 |
Asset Dedication, LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 17 |
Archford Capital Strategies, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 17 |
Solstein Capital, LLC | 11 | 2 | 0.05% | 0.45% | 3.20% | Q2 2018 | Q3 2023 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.81% | 1.08% | 1.52% | Q4 2018 | Q4 2022 | 17 |
NIXON PEABODY TRUST CO | 17 | 17 | 0.67% | 1.37% | 1.77% | Q3 2019 | Q3 2023 | 17 |
EXANE DERIVATIVES | 13 | 4 | 0.00% | 0.08% | 0.46% | Q4 2016 | Q2 2022 | 17 |
Arjuna Capital | 17 | 17 | 0.18% | 0.60% | 1.46% | Q4 2017 | Q4 2021 | 17 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q2 2017 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Calamos Advisors LLC | 15 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 17 |
PDT Partners, LLC | 6 | 1 | 0.01% | 0.17% | 0.44% | Q2 2013 | Q1 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.78% | 1.71% | 2.12% | Q3 2019 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Alyeska Investment Group, L.P. | 9 | 1 | 0.01% | 0.36% | 0.87% | Q2 2013 | Q3 2020 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q2 2017 | 17 |
HBK Sorce Advisory LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2023 | 17 |
ClearBridge Investments | 8 | 4 | 0.00% | 0.10% | 0.49% | Q2 2013 | Q3 2023 | 17 |
COHEN LAWRENCE B | 17 | 17 | 0.72% | 1.33% | 1.86% | Q3 2019 | Q3 2023 | 17 |
CX Institutional | 14 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 17 |
A.R.T. Advisors, LLC | 10 | 1 | 0.02% | 0.15% | 0.30% | Q1 2014 | Q3 2019 | 17 |
FIRST INTERSTATE BANK | 12 | 5 | 0.01% | 0.04% | 0.14% | Q3 2015 | Q4 2019 | 17 |
Fieldpoint Private Securities, LLC | 9 | 1 | 0.00% | 0.09% | 0.52% | Q3 2017 | Q2 2022 | 17 |
AGF INVESTMENTS INC. | 7 | 2 | 0.00% | 0.35% | 0.71% | Q2 2013 | Q3 2022 | 17 |
Versant Capital Management, Inc | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2023 | 17 |
Lido Advisors, LLC | 12 | 2 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Penobscot Investment Management Company, Inc. | 17 | 17 | 0.05% | 0.29% | 0.44% | Q3 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 12 | 5 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.03% | 0.29% | 0.89% | Q2 2013 | Q1 2023 | 17 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 3 | 0.01% | 0.45% | 0.82% | Q2 2019 | Q3 2023 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.05% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Cumberland Partners Ltd | 17 | 17 | 0.04% | 0.38% | 0.89% | Q2 2018 | Q2 2022 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.11% | 0.19% | Q4 2018 | Q4 2022 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.02% | 0.70% | 1.54% | Q2 2013 | Q2 2017 | 17 |
Rosenbaum Jay D. | 17 | 17 | 0.56% | 1.14% | 1.48% | Q3 2019 | Q3 2023 | 17 |
Redwood Investments, LLC | 13 | 4 | 0.16% | 0.47% | 1.26% | Q2 2017 | Q2 2022 | 17 |
Roble, Belko & Company, Inc | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.04% | 0.22% | Q4 2019 | Q4 2023 | 17 |
First National Bank of South Miami | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Ballentine Partners, LLC | 14 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Sullivan, Bruyette, Speros & Blaney, LLC | 16 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2021 | 17 |
Moreno Evelyn V | 17 | 17 | 0.52% | 1.39% | 2.01% | Q3 2019 | Q3 2023 | 17 |
BOSTON FAMILY OFFICE LLC | 14 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 10 | 7 | 0.02% | 0.02% | 0.05% | Q2 2015 | Q3 2019 | 17 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 16 |
Mechanics Bank Trust Department | 16 | 16 | 0.07% | 0.14% | 0.22% | Q3 2019 | Q2 2023 | 16 |
WESTWOOD HOLDINGS GROUP INC | 16 | 16 | 0.01% | 0.28% | 0.92% | Q4 2019 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.21% | 0.60% | Q4 2017 | Q4 2022 | 16 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.10% | Q1 2019 | Q1 2023 | 16 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q1 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.18% | 0.23% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Harvest Fund Management Co., Ltd | 7 | 2 | 0.01% | 0.04% | 0.16% | Q4 2017 | Q1 2023 | 16 |
MV CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.00% | 0.27% | 0.44% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.13% | 0.34% | Q4 2018 | Q3 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.12% | 0.22% | 0.37% | Q4 2019 | Q3 2023 | 16 |
AMICA MUTUAL INSURANCE CO | 14 | 2 | 0.13% | 0.31% | 0.65% | Q2 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.21% | 0.56% | Q2 2013 | Q1 2017 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.11% | Q2 2016 | Q1 2023 | 16 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.12% | 0.25% | Q1 2018 | Q3 2023 | 16 |
Balentine LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.05% | 0.31% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Alley Co LLC | 16 | 16 | 0.34% | 1.02% | 1.51% | Q1 2018 | Q4 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Strategic Advisors LLC | 10 | 6 | 0.12% | 0.26% | 0.36% | Q3 2018 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 7 | 4 | 0.02% | 0.24% | 0.74% | Q1 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Hexavest Inc. | 11 | 5 | 0.00% | 0.16% | 0.66% | Q1 2015 | Q3 2021 | 16 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q2 2023 | 16 |
I.G. INVESTMENT MANAGEMENT, LTD. | 13 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2017 | 16 |
Pinnacle Wealth Planning Services, Inc. | 13 | 3 | 0.04% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.38% | 0.73% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Mirova US LLC | 16 | 16 | 1.66% | 2.14% | 2.50% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.06% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.13% | 0.19% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 16 | 16 | 0.42% | 0.94% | 1.26% | Q4 2019 | Q3 2023 | 16 |
TIEDEMANN ADVISORS, LLC | 5 | 1 | 0.01% | 0.04% | 0.14% | Q3 2016 | Q2 2022 | 16 |
FIRST HAWAIIAN BANK | 7 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q2 2023 | 16 |
AEGON ASSET MANAGEMENT UK PLC | 13 | 1 | 0.03% | 0.27% | 0.68% | Q2 2013 | Q3 2022 | 16 |
Caprock Group, LLC | 14 | 2 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.17% | 0.41% | 0.59% | Q4 2019 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.15% | 0.29% | 0.35% | Q4 2019 | Q3 2023 | 16 |
DUBUQUE BANK & TRUST CO | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 16 |
BANK PICTET & CIE (ASIA) LTD | 15 | 1 | 0.14% | 1.32% | 4.45% | Q3 2015 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.14% | 0.31% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.06% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 16 |
FULLER & THALER ASSET MANAGEMENT, INC. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q3 2023 | 16 |
McKinley Carter Wealth Services, Inc. | 16 | 16 | 0.02% | 0.50% | 0.86% | Q3 2019 | Q2 2023 | 16 |
Amica Retiree Medical Trust | 14 | 2 | 0.14% | 0.32% | 0.64% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.05% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Fisher Asset Management, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.14% | 0.33% | 0.68% | Q4 2013 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Pensionfund Sabic | 15 | 1 | 0.48% | 0.57% | 0.75% | Q1 2015 | Q3 2021 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
Capital Bank & Trust Co | 15 | 15 | 0.00% | 0.18% | 0.40% | Q4 2017 | Q2 2021 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.20% | 0.47% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Virtue Capital Management, LLC | 8 | 3 | 0.08% | 0.19% | 0.29% | Q2 2019 | Q3 2023 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 1 | 0.01% | 0.60% | 1.85% | Q2 2018 | Q1 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.09% | 0.14% | 0.18% | Q3 2016 | Q1 2020 | 15 |
Madison Asset Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.07% | 0.10% | Q3 2011 | Q3 2015 | 15 |
HighTower Trust Company, N.A. | 12 | 3 | 0.30% | 0.40% | 0.51% | Q2 2019 | Q1 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q4 2016 | 15 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Unigestion Holding SA | 9 | 6 | 0.03% | 0.32% | 1.36% | Q2 2018 | Q1 2022 | 15 |
Winslow Capital Management, LLC | 11 | 4 | 0.00% | 1.19% | 1.83% | Q2 2013 | Q4 2022 | 15 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 15 |
EVERETT HARRIS & CO /CA/ | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2022 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.29% | 0.70% | Q1 2017 | Q3 2020 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.28% | 1.12% | 1.69% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, LLC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2021 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Peak Asset Management, LLC | 14 | 1 | 0.05% | 0.09% | 0.13% | Q1 2018 | Q2 2023 | 15 |
Sciencast Management LP | 3 | 1 | 0.09% | 0.35% | 0.79% | Q4 2015 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Jaffetilchin Investment Partners, LLC | 10 | 2 | 0.10% | 0.16% | 0.30% | Q3 2013 | Q3 2018 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
ROPES WEALTH ADVISORS LLC | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 15 |
SHUFRO ROSE & CO LLC | 15 | 15 | 0.18% | 0.29% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.12% | 0.17% | 0.21% | Q4 2019 | Q2 2023 | 15 |
Farmers & Merchants Trust Co of Long Beach | 13 | 2 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q2 2023 | 15 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.40% | 0.81% | 1.16% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Nan Shan Life Insurance Co., Ltd. | 13 | 2 | 0.10% | 0.63% | 2.32% | Q3 2014 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.29% | 0.65% | 0.97% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.10% | 0.12% | 0.14% | Q2 2014 | Q4 2017 | 15 |
MENTA CAPITAL LLC | 15 | 15 | 0.08% | 0.29% | 0.67% | Q4 2014 | Q2 2018 | 15 |
HARDING LOEVNER LP | 6 | 1 | 0.00% | 0.39% | 0.94% | Q2 2017 | Q2 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Andesa Financial Management Inc. | 6 | 2 | 0.11% | 0.18% | 0.27% | Q1 2019 | Q1 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Qtron Investments LLC | 11 | 3 | 0.08% | 0.21% | 0.46% | Q2 2019 | Q1 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.06% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 14 |
London & Capital Asset Management Ltd | 14 | 14 | 0.56% | 1.41% | 2.29% | Q2 2020 | Q3 2023 | 14 |
COMMUNITY TRUST & INVESTMENT CO | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2017 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.08% | 0.12% | 0.16% | Q2 2017 | Q3 2020 | 14 |
OAKBROOK INVESTMENTS LLC | 8 | 2 | 0.02% | 0.13% | 0.20% | Q3 2013 | Q1 2018 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.03% | 0.12% | 0.17% | Q1 2020 | Q2 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
TRILOGY GLOBAL ADVISORS LP | 14 | 14 | 0.11% | 0.89% | 1.52% | Q4 2013 | Q1 2017 | 14 |
BADGLEY PHELPS & BELL INC | 14 | 14 | 0.44% | 0.54% | 0.59% | Q1 2018 | Q2 2021 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.16% | 0.21% | 0.25% | Q1 2020 | Q2 2023 | 14 |
COUNTRY TRUST BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2016 | 14 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.25% | 0.93% | 1.93% | Q3 2016 | Q3 2023 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.02% | 0.30% | 0.47% | Q1 2020 | Q2 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Aureus Asset Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 14 |
RAINIER INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.42% | 0.76% | 1.01% | Q2 2013 | Q3 2016 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 14 |
Altavista Wealth Management, Inc. | 14 | 14 | 0.23% | 0.34% | 0.52% | Q2 2013 | Q3 2016 | 14 |
HBK INVESTMENTS L P | 2 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q1 2023 | 14 |
Calamos Wealth Management LLC | 14 | 14 | 0.02% | 0.46% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.06% | 0.21% | Q4 2017 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 4 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q4 2022 | 14 |
HONEYWELL INTERNATIONAL INC | 8 | 6 | 0.45% | 0.68% | 1.04% | Q2 2013 | Q4 2018 | 14 |
Lindsell Train | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
U S GLOBAL INVESTORS INC | 10 | 1 | 0.02% | 0.10% | 0.38% | Q1 2015 | Q2 2022 | 14 |
Sarasin & Partners LLP | 11 | 3 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q4 2020 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
FIRST FINANCIAL CORP /IN/ | 11 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 14 |
TOBAM | 8 | 2 | 0.01% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 14 |
Community Financial Services Group, LLC | 7 | 1 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q4 2021 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q2 2018 | 14 |
Triangle Securities Wealth Management | 14 | 14 | 0.22% | 0.30% | 0.48% | Q2 2020 | Q3 2023 | 14 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 7 | 1 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q1 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Foundry Partners, LLC | 9 | 1 | 0.01% | 0.24% | 0.83% | Q4 2013 | Q1 2022 | 14 |
CINCINNATI FINANCIAL CORP | 10 | 4 | 0.03% | 0.95% | 1.69% | Q2 2019 | Q3 2023 | 14 |
Sustainable Insight Capital Management, LLC | 7 | 1 | 0.28% | 2.84% | 5.00% | Q1 2018 | Q1 2023 | 14 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.04% | 0.28% | 0.83% | Q4 2013 | Q1 2021 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.01% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
BlueCrest Capital Management Ltd | 5 | 2 | 0.01% | 0.13% | 0.76% | Q3 2014 | Q4 2018 | 14 |
Bayesian Capital Management, LP | 5 | 1 | 0.06% | 0.65% | 1.19% | Q4 2015 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 5 | 1 | 0.00% | 0.20% | 0.44% | Q4 2016 | Q3 2023 | 14 |
Ninety One North America, Inc. | 14 | 14 | 0.23% | 2.82% | 3.90% | Q2 2020 | Q3 2023 | 14 |
Trexquant Investment LP | 4 | 1 | 0.05% | 0.20% | 0.38% | Q1 2015 | Q1 2022 | 14 |
FORT, L.P. | 9 | 5 | 0.03% | 0.29% | 0.56% | Q2 2018 | Q2 2022 | 14 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.06% | 0.21% | Q1 2017 | Q1 2021 | 14 |
XPONANCE, INC. | 14 | 14 | 0.07% | 0.20% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Railway Pension Investments Ltd | 14 | 14 | 0.28% | 0.36% | 0.43% | Q4 2018 | Q1 2022 | 14 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.06% | 0.08% | Q2 2019 | Q2 2023 | 14 |
Bellevue Group AG | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Northcape Capital Pty Ltd | 14 | 14 | 0.06% | 0.14% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.03% | 0.15% | 0.22% | Q2 2019 | Q3 2022 | 14 |
Mutual Advisors, LLC | 13 | 1 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q4 2021 | 14 |
Patriot Financial Group Insurance Agency, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 14 |
Point72 Europe (London) LLP | 4 | 1 | 0.61% | 3.10% | 11.96% | Q2 2019 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
MAGNOLIA CAPITAL ADVISORS LLC | 14 | 14 | 0.22% | 0.43% | 1.36% | Q4 2019 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.70% | 0.95% | 1.16% | Q4 2017 | Q1 2021 | 14 |
CFM WEALTH PARTNERS LLC | 11 | 3 | 0.06% | 0.32% | 0.55% | Q4 2019 | Q2 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 14 |
Allred Capital Management, LLC | 12 | 1 | 0.01% | 0.15% | 0.23% | Q4 2019 | Q1 2023 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.03% | 0.09% | 0.17% | Q3 2015 | Q3 2018 | 13 |
CMC Financial Group | 13 | 13 | 0.92% | 1.49% | 4.31% | Q4 2018 | Q4 2021 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.07% | 0.13% | 0.16% | Q4 2018 | Q4 2021 | 13 |
WealthShield Partners, LLC | 13 | 13 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q2 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
COHEN & STEERS, INC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2017 | 13 |
Savant Capital, LLC | 11 | 2 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2023 | 13 |
Quantinno Capital Management LP | 8 | 5 | 0.04% | 0.18% | 0.55% | Q4 2018 | Q3 2023 | 13 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 1 | 0.01% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 13 |
COZAD ASSET MANAGEMENT INC | 13 | 13 | 0.08% | 0.56% | 1.00% | Q1 2020 | Q1 2023 | 13 |
Old North State Trust, LLC | 13 | 13 | 0.03% | 0.21% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q2 2023 | 13 |
Randolph Co Inc | 13 | 13 | 3.04% | 3.71% | 5.42% | Q4 2016 | Q4 2019 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.03% | 0.44% | 1.46% | Q4 2016 | Q3 2023 | 13 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 13 | 13 | 0.46% | 1.67% | 2.11% | Q2 2019 | Q2 2022 | 13 |
THORNBURG INVESTMENT MANAGEMENT INC | 11 | 2 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HighPoint Advisor Group LLC | 6 | 1 | 0.04% | 0.10% | 0.30% | Q4 2017 | Q2 2022 | 13 |
VONTOBEL ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.24% | 0.74% | Q3 2015 | Q3 2022 | 13 |
FIRST FOUNDATION ADVISORS | 13 | 13 | 0.02% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
James Hambro & Partners | 13 | 13 | 0.02% | 0.10% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 11 | 2 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
AustralianSuper Pty Ltd | 13 | 13 | 0.14% | 1.23% | 2.55% | Q3 2020 | Q3 2023 | 13 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 3 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q2 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Infusive Asset Management Inc. | 12 | 12 | 2.58% | 6.06% | 10.25% | Q4 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Accuvest Global Advisors | 6 | 1 | 0.00% | 0.69% | 1.74% | Q4 2014 | Q1 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
S&CO INC | 13 | 13 | 0.02% | 0.05% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
GUARDIAN CAPITAL LP | 11 | 1 | 0.00% | 0.02% | 0.02% | Q2 2014 | Q1 2022 | 13 |
BRINKER CAPITAL INC | 12 | 1 | 0.01% | 0.12% | 0.27% | Q1 2017 | Q2 2020 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.01% | 0.30% | 1.29% | Q2 2016 | Q2 2019 | 13 |
GLG LLC | 12 | 1 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q4 2017 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.02% | 0.06% | 0.21% | Q3 2019 | Q2 2023 | 13 |
HOWLAND CAPITAL MANAGEMENT LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2023 | 13 |
WESBANCO BANK INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 13 |
DEERE & CO | 7 | 6 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2016 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 6 | 0.00% | 0.08% | 0.27% | Q1 2020 | Q3 2023 | 13 |
Holocene Advisors, LP | 7 | 1 | 0.01% | 0.32% | 0.96% | Q4 2017 | Q3 2023 | 13 |
GARDNER LEWIS ASSET MANAGEMENT L P | 6 | 2 | 0.10% | 0.51% | 1.49% | Q3 2013 | Q3 2021 | 13 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2023 | 13 |
CINCINNATI INSURANCE CO | 10 | 3 | 0.21% | 0.55% | 1.03% | Q3 2019 | Q3 2023 | 13 |
K.J. Harrison & Partners Inc | 10 | 3 | 0.08% | 0.23% | 0.75% | Q3 2019 | Q2 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.10% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.52% | 0.99% | 1.38% | Q4 2020 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Diversified Trust Co | 7 | 5 | 0.01% | 0.02% | 0.10% | Q3 2020 | Q4 2023 | 12 |
AGF Investments LLC | 12 | 12 | 0.00% | 0.42% | 1.07% | Q4 2017 | Q3 2020 | 12 |
First Personal Financial Services | 9 | 3 | 0.00% | 0.11% | 0.21% | Q4 2016 | Q4 2019 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.33% | 0.45% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Absoluto Partners Gestao de Recursos Ltda | 12 | 12 | 0.34% | 0.91% | 2.04% | Q4 2020 | Q3 2023 | 12 |
PLATINUM INVESTMENT MANAGEMENT LTD | 12 | 12 | 0.39% | 0.47% | 0.57% | Q2 2013 | Q1 2016 | 12 |
Mizuho Securities Co. Ltd. | 10 | 2 | 0.00% | 0.09% | 0.65% | Q4 2018 | Q1 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2018 | 12 |
Krilogy Financial LLC | 7 | 5 | 0.01% | 0.19% | 0.57% | Q1 2016 | Q1 2020 | 12 |
CERTUITY, LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q2 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 1 | 0.00% | 0.05% | 0.11% | Q2 2014 | Q3 2023 | 12 |
BRR OpCo, LLC | 9 | 3 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 12 |
HC FINANCIAL ADVISORS INC | 12 | 12 | 0.92% | 1.13% | 1.32% | Q3 2019 | Q2 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.28% | 0.53% | 0.85% | Q4 2018 | Q3 2021 | 12 |
Fosun International Ltd | 6 | 1 | 0.01% | 0.04% | 0.13% | Q3 2018 | Q1 2022 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Veritas Investment Management LLP | 6 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2020 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 2.18% | 3.25% | 3.88% | Q4 2020 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
Shilanski & Associates, Inc. | 12 | 12 | 0.47% | 0.63% | 0.70% | Q2 2019 | Q1 2022 | 12 |
Arabesque Asset Management Ltd | 7 | 5 | 0.22% | 1.19% | 2.96% | Q4 2018 | Q4 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
United Asset Strategies, Inc. | 5 | 2 | 0.09% | 0.38% | 0.84% | Q2 2017 | Q3 2023 | 12 |
CAPITAL ADVISORS INC/OK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Close Asset Management Ltd | 11 | 1 | 0.01% | 0.16% | 0.21% | Q1 2019 | Q3 2023 | 12 |
Geo Capital Gestora de Recursos Ltd | 12 | 12 | 0.02% | 0.60% | 4.11% | Q4 2020 | Q3 2023 | 12 |
Ally Financial Inc. | 4 | 1 | 0.12% | 0.40% | 0.59% | Q3 2013 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.13% | 0.31% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Select Equity Group, L.P. | 6 | 1 | 0.00% | 0.12% | 0.42% | Q2 2020 | Q3 2023 | 12 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.40% | 1.45% | Q4 2018 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 4.26% | 8.67% | 11.20% | Q4 2020 | Q3 2023 | 12 |
CenturyLink Investment Management Co | 12 | 12 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2016 | 12 |
Waldron Private Wealth LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AHL Partners LLP | 11 | 1 | 0.01% | 0.17% | 0.46% | Q4 2014 | Q4 2017 | 12 |
HWG Holdings LP | 5 | 1 | 0.00% | 0.69% | 2.16% | Q2 2019 | Q2 2023 | 12 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 4 | 1 | 0.04% | 0.15% | 0.21% | Q2 2014 | Q4 2019 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.10% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 12 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q4 2022 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.08% | 0.22% | Q4 2016 | Q3 2019 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.13% | 0.31% | Q4 2016 | Q3 2019 | 12 |
Curbstone Financial Management Corp | 8 | 1 | 0.09% | 0.10% | 0.11% | Q2 2019 | Q4 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 12 |
Scott Investment Partners LLP | 12 | 12 | 0.30% | 0.71% | 1.99% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q1 2021 | 12 |
Canton Hathaway, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Wealth Alliance | 12 | 12 | 0.06% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.02% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
2Xideas AG | 12 | 12 | 0.81% | 0.97% | 1.11% | Q4 2020 | Q3 2023 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.19% | 0.29% | Q4 2014 | Q3 2023 | 12 |
Analyst IMS Investment Management Services Ltd. | 10 | 1 | 0.01% | 0.10% | 0.17% | Q3 2018 | Q3 2023 | 11 |
WD RUTHERFORD LLC | 11 | 11 | 0.54% | 0.96% | 1.16% | Q4 2020 | Q2 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
CINCINNATI INDEMNITY CO | 10 | 1 | 1.67% | 4.31% | 5.90% | Q1 2020 | Q3 2023 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
ALTFEST L J & CO INC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2023 | 11 |
MARSICO CAPITAL MANAGEMENT LLC | 10 | 1 | 0.06% | 0.52% | 0.89% | Q2 2013 | Q4 2022 | 11 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.01% | 0.40% | 1.10% | Q2 2015 | Q1 2023 | 11 |
North Star Investment Management Corp. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
WRIGHT INVESTORS SERVICE INC | 5 | 2 | 0.09% | 0.17% | 0.26% | Q3 2015 | Q2 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.06% | 0.22% | Q3 2019 | Q3 2023 | 11 |
Robbins Farley | 8 | 3 | 0.66% | 1.86% | 3.06% | Q4 2020 | Q3 2023 | 11 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.11% | 0.21% | Q3 2017 | Q1 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
CAAS CAPITAL MANAGEMENT LP | 3 | 2 | 0.02% | 0.17% | 0.29% | Q2 2022 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.10% | 0.18% | 0.26% | Q1 2021 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.19% | 0.40% | 0.56% | Q1 2020 | Q3 2022 | 11 |
Navalign, LLC | 11 | 11 | 0.16% | 0.32% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 5 | 2 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q1 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
KELLEHER FINANCIAL ADVISORS | 11 | 11 | 0.11% | 0.15% | 0.19% | Q3 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.15% | 0.39% | Q1 2021 | Q3 2023 | 11 |
JAG CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.65% | 2.25% | Q2 2019 | Q4 2021 | 11 |
Veery Capital, LLC | 11 | 11 | 0.11% | 0.18% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Summit Global Investments | 11 | 11 | 0.02% | 0.50% | 1.03% | Q1 2017 | Q3 2019 | 11 |
Crewe Advisors LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BOWEN HANES & CO INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
NIPPON LIFE INSURANCE CO | 8 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.04% | 0.05% | Q3 2016 | Q4 2022 | 11 |
Trust Co | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.38% | 2.96% | 4.15% | Q3 2020 | Q1 2023 | 11 |
Goepper Burkhardt LLC | 11 | 11 | 0.14% | 0.21% | 0.26% | Q4 2020 | Q2 2023 | 11 |
Palo Capital, Inc. | 11 | 11 | 0.11% | 0.84% | 1.08% | Q1 2015 | Q3 2017 | 11 |
FORA Capital, LLC | 3 | 1 | 0.05% | 0.38% | 0.87% | Q4 2019 | Q3 2023 | 11 |
EPG Wealth Management LLC | 9 | 2 | 0.06% | 0.11% | 0.19% | Q4 2019 | Q1 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Nicholas Investment Partners, LP | 5 | 1 | 0.14% | 0.21% | 0.36% | Q2 2015 | Q4 2022 | 11 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.08% | 0.36% | Q1 2017 | Q1 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Lincoln Capital LLC | 7 | 4 | 0.06% | 0.55% | 1.34% | Q1 2016 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 11 |
MARIETTA INVESTMENT PARTNERS LLC | 6 | 2 | 0.08% | 0.20% | 0.43% | Q2 2013 | Q2 2022 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.11% | 0.19% | 0.70% | Q2 2016 | Q4 2018 | 11 |
Price Wealth, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 11 |
Tranquility Partners, LLC | 8 | 3 | 0.10% | 0.19% | 0.32% | Q2 2019 | Q2 2022 | 11 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 11 | 11 | 0.00% | 0.73% | 1.21% | Q4 2019 | Q2 2022 | 11 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Value Star Asset Management (Hong Kong) Ltd | 10 | 10 | 0.62% | 0.86% | 1.36% | Q4 2020 | Q1 2023 | 10 |
Carlson Capital Management | 7 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q1 2023 | 10 |
CITY HOLDING CO | 8 | 2 | 0.00% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 10 |
Euclid Advisors LLC | 5 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q2 2016 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.10% | 0.18% | 0.29% | Q4 2017 | Q1 2020 | 10 |
Winch Advisory Services, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 10 |
Brookmont Capital Management | 10 | 10 | 0.16% | 0.29% | 0.38% | Q4 2017 | Q1 2020 | 10 |
Cognios Capital, LLC | 7 | 3 | 0.09% | 0.66% | 1.05% | Q3 2017 | Q1 2020 | 10 |
Lee Financial Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q2 2023 | 10 |
Bay Harbor Wealth Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Rafferty Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.19% | 0.59% | Q4 2022 | Q3 2023 | 10 |
OSTRUM ASSET MANAGEMENT | 7 | 3 | 0.04% | 3.57% | 9.66% | Q4 2018 | Q3 2023 | 10 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
CINCINNATI CASUALTY CO | 10 | 10 | 0.65% | 1.09% | 1.39% | Q2 2021 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.05% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
ClariVest Asset Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 10 | 10 | 4.90% | 6.56% | 7.83% | Q4 2016 | Q1 2019 | 10 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 10 |
GAM SYSTEMATIC LLP | 7 | 3 | 0.01% | 0.15% | 0.40% | Q1 2015 | Q3 2017 | 10 |
Capital Advisors, Ltd. LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 10 |
Dorsey Wright & Associates | 8 | 2 | 0.03% | 0.77% | 2.02% | Q2 2019 | Q4 2021 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 10 |
DUALITY ADVISERS, LP | 3 | 1 | 0.04% | 0.28% | 0.60% | Q4 2018 | Q3 2023 | 10 |
Phoenix Wealth Advisors | 10 | 10 | 0.14% | 0.25% | 0.32% | Q4 2020 | Q1 2023 | 10 |
IBERIABANK CORP | 10 | 10 | 0.44% | 0.60% | 0.75% | Q1 2018 | Q2 2020 | 10 |
Siemens Fonds Invest GmbH | 9 | 1 | 0.04% | 0.09% | 0.37% | Q4 2020 | Q3 2023 | 10 |
Abbrea Capital, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 10 |
BANK OF HAWAII | 9 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q4 2019 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 10 | 0.04% | 2.36% | 2.98% | Q1 2021 | Q2 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
RS INVESTMENT MANAGEMENT CO LLC | 9 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2016 | 10 |
Camarda Financial Advisors, LLC | 6 | 2 | 0.00% | 0.16% | 0.81% | Q4 2013 | Q2 2019 | 10 |
Sageworth Trust Co | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
Sheaff Brock Investment Advisors, LLC | 6 | 4 | 0.05% | 0.09% | 0.12% | Q2 2016 | Q2 2019 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 10 |
AIA Group Ltd | 10 | 10 | 0.01% | 0.04% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.02% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.08% | 0.25% | 0.33% | Q2 2021 | Q3 2023 | 10 |
FIRST MERCANTILE TRUST CO | 7 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2021 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 10 |
ALGERT GLOBAL LLC | 6 | 1 | 0.02% | 0.51% | 0.85% | Q1 2018 | Q1 2022 | 10 |
Freemont Management S.A. | 6 | 4 | 2.39% | 3.10% | 3.89% | Q4 2020 | Q2 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.04% | 0.17% | 0.27% | Q2 2013 | Q4 2019 | 10 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.02% | 0.15% | 0.29% | Q1 2015 | Q3 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Oak Harvest Investment Services | 10 | 10 | 1.14% | 1.32% | 1.70% | Q4 2020 | Q1 2023 | 10 |
Core Alternative Capital | 10 | 10 | 0.01% | 0.19% | 0.67% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 6 | 4 | 0.01% | 0.16% | 0.32% | Q4 2020 | Q3 2023 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.12% | 0.30% | 0.49% | Q1 2021 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.05% | 0.07% | 0.11% | Q3 2014 | Q4 2016 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Cornerstone Advisors, LLC | 7 | 3 | 0.30% | 0.37% | 0.49% | Q4 2019 | Q3 2022 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.34% | 0.59% | 0.89% | Q2 2016 | Q3 2018 | 10 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 3 | 0.01% | 0.06% | 0.19% | Q2 2014 | Q4 2022 | 10 |
Convergence Investment Partners, LLC | 5 | 1 | 0.10% | 0.24% | 0.44% | Q2 2015 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.06% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 10 |
CLEARBRIDGE, LLC | 6 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2017 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.08% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Main Street Financial Solutions, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
CRAMER ROSENTHAL MCGLYNN LLC | 7 | 3 | 0.03% | 0.43% | 0.71% | Q2 2013 | Q3 2023 | 10 |
CLINTON GROUP INC | 4 | 1 | 0.01% | 0.33% | 1.82% | Q1 2014 | Q2 2018 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CHICAGO EQUITY PARTNERS LLC | 9 | 9 | 0.01% | 0.16% | 0.40% | Q4 2017 | Q4 2019 | 9 |
INVERNESS COUNSEL LLC /NY/ | 9 | 9 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2022 | 9 |
Woodline Partners LP | 5 | 4 | 0.05% | 0.19% | 0.43% | Q4 2020 | Q1 2023 | 9 |
Dynamic Capital Management Ltd | 4 | 1 | 0.07% | 0.71% | 1.76% | Q3 2013 | Q3 2019 | 9 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.00% | 0.08% | 0.21% | Q3 2017 | Q1 2023 | 9 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 9 |
Human Investing LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2021 | 9 |
LOWE BROCKENBROUGH & CO INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 9 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 2 | 0.30% | 0.77% | 1.43% | Q2 2015 | Q2 2021 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
L & S Advisors Inc | 3 | 2 | 0.20% | 0.33% | 0.50% | Q1 2019 | Q1 2023 | 9 |
Jacobi Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q2 2023 | 9 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
PATTON FUND MANAGEMENT, INC. | 8 | 1 | 0.06% | 0.64% | 1.00% | Q1 2020 | Q4 2022 | 9 |
EP Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 9 |
GOODWIN DANIEL L | 9 | 9 | 0.11% | 0.19% | 0.44% | Q2 2020 | Q2 2022 | 9 |
Essex Financial Services, Inc. | 8 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 9 |
NICOLA WEALTH MANAGEMENT LTD. | 9 | 9 | 0.50% | 0.65% | 0.82% | Q1 2018 | Q1 2020 | 9 |
Polen Capital Management | 5 | 4 | 0.00% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.01% | 0.43% | 0.82% | Q4 2016 | Q4 2021 | 9 |
Sustainable Growth Advisers, LP | 9 | 9 | 0.05% | 1.42% | 2.29% | Q2 2018 | Q2 2020 | 9 |
Stuart Chaussee & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Fort Point Capital Partners LLC | 8 | 1 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q2 2023 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Veritas Investment Partners (UK) Ltd. | 6 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 9 |
BNC WEALTH MANAGEMENT, LLC | 9 | 9 | 0.61% | 0.78% | 0.91% | Q3 2020 | Q3 2022 | 9 |
FRIESS ASSOCIATES LLC | 4 | 2 | 0.55% | 1.49% | 1.90% | Q4 2015 | Q4 2019 | 9 |
NATIONAL INVESTMENT SERVICES INC /WI | 9 | 9 | 0.84% | 1.62% | 2.14% | Q3 2017 | Q3 2019 | 9 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 9 | 0.30% | 0.33% | 0.35% | Q4 2019 | Q4 2021 | 9 |
ARGUS INVESTORS' COUNSEL, INC. | 9 | 9 | 0.11% | 0.30% | 0.41% | Q1 2021 | Q1 2023 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.11% | 0.20% | 0.32% | Q1 2021 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.40% | 1.06% | Q1 2018 | Q3 2023 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.19% | 0.97% | Q1 2014 | Q3 2023 | 9 |
AllSquare Wealth Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.68% | 0.80% | 0.93% | Q2 2017 | Q2 2019 | 9 |
Varma Mutual Pension Insurance Co | 5 | 1 | 0.04% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Oxler Private Wealth LLC | 9 | 9 | 0.06% | 0.21% | 0.27% | Q4 2020 | Q4 2022 | 9 |
Atom Investors LP | 8 | 1 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
CCLA Investment Management | 5 | 4 | 0.88% | 1.13% | 1.40% | Q2 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.24% | 0.46% | 0.63% | Q3 2021 | Q3 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.28% | 0.50% | 0.79% | Q4 2021 | Q4 2023 | 9 |
BANK HAPOALIM BM | 5 | 4 | 0.05% | 0.09% | 0.24% | Q2 2014 | Q1 2017 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.18% | 0.24% | 0.30% | Q3 2021 | Q3 2023 | 9 |
New Capital Management LP | 8 | 1 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q4 2019 | 9 |
ROCKY MOUNTAIN ADVISERS, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 9 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
SYMPHONY ASSET MANAGEMENT LLC | 8 | 1 | 0.07% | 0.16% | 0.26% | Q2 2013 | Q2 2018 | 9 |
BOSTON ADVISORS LLC | 7 | 2 | 0.03% | 0.04% | 0.07% | Q3 2013 | Q4 2018 | 9 |
Enterprise Bank & Trust Co | 9 | 9 | 0.12% | 0.49% | 0.81% | Q3 2021 | Q3 2023 | 9 |
SENTINEL ASSET MANAGEMENT, INC. | 8 | 1 | 0.03% | 0.62% | 0.90% | Q2 2013 | Q3 2017 | 9 |
SpiderRock Advisors, LLC | 7 | 1 | 0.00% | 0.09% | 0.35% | Q3 2017 | Q3 2023 | 9 |
FUNDSMITH INVESTMENT SERVICES LTD. | 9 | 9 | 2.23% | 4.80% | 6.89% | Q2 2021 | Q2 2023 | 9 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q3 2019 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.09% | 0.12% | Q2 2021 | Q2 2023 | 9 |
Americana Partners, LLC | 8 | 1 | 0.06% | 0.28% | 0.52% | Q4 2019 | Q2 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.12% | 0.25% | Q2 2021 | Q2 2023 | 9 |
CAPITAL GUARDIAN TRUST CO | 4 | 1 | 0.00% | 0.10% | 0.46% | Q1 2015 | Q2 2019 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Asset Planning Services, Ltd. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.10% | 0.14% | 0.22% | Q2 2013 | Q2 2015 | 9 |
Inscription Capital, LLC | 8 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.14% | 0.29% | 0.70% | Q4 2015 | Q1 2023 | 8 |
XR Securities LLC | 3 | 1 | 0.02% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 8 |
Absolute Return Capital, LLC | 6 | 2 | 0.13% | 0.92% | 1.69% | Q3 2013 | Q3 2015 | 8 |
Kessler Investment Group, LLC | 4 | 1 | 0.01% | 1.54% | 3.71% | Q2 2015 | Q4 2020 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.10% | 0.10% | Q4 2014 | Q3 2016 | 8 |
SeaTown Holdings Pte. Ltd. | 5 | 1 | 0.25% | 1.72% | 3.91% | Q4 2019 | Q1 2023 | 8 |
Martin Investment Management, LLC | 8 | 8 | 1.95% | 2.74% | 3.35% | Q3 2018 | Q2 2020 | 8 |
CABOT WEALTH MANAGEMENT INC | 6 | 2 | 0.03% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 8 |
SouthState Corp | 6 | 2 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.09% | 0.28% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q3 2022 | 8 |
Gyrus Investment Management Inc. | 8 | 8 | 0.48% | 0.55% | 0.69% | Q2 2013 | Q1 2015 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 6 | 2 | 0.14% | 4.94% | 9.23% | Q2 2020 | Q3 2022 | 8 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 8 | 0.28% | 0.37% | 0.43% | Q1 2020 | Q4 2021 | 8 |
Montecito Bank & Trust | 6 | 2 | 0.03% | 0.15% | 0.20% | Q3 2015 | Q2 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.12% | 0.45% | 0.77% | Q3 2019 | Q1 2023 | 8 |
KEMPER Corp | 8 | 8 | 0.25% | 0.43% | 0.53% | Q2 2013 | Q1 2015 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.01% | 0.32% | 0.75% | Q2 2021 | Q1 2023 | 8 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.16% | 0.54% | Q4 2016 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 8 |
GDS Wealth Management | 8 | 8 | 0.58% | 1.26% | 1.81% | Q4 2021 | Q3 2023 | 8 |
ALPHASIMPLEX GROUP, LLC | 8 | 8 | 0.26% | 0.55% | 1.01% | Q2 2020 | Q1 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
First Pacific Advisors, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.18% | 0.22% | 0.28% | Q3 2021 | Q2 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.49% | 0.66% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 8 | 8 | 0.01% | 0.36% | 0.82% | Q4 2021 | Q3 2023 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.21% | 0.43% | 1.25% | Q1 2014 | Q1 2019 | 8 |
LGT Group Foundation | 8 | 8 | 0.23% | 0.43% | 0.65% | Q4 2021 | Q3 2023 | 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 8 | 0.01% | 0.22% | 0.33% | Q3 2017 | Q2 2019 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.24% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.21% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.46% | 0.53% | 0.61% | Q4 2021 | Q3 2023 | 8 |
TimesSquare Capital Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.29% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.19% | 0.24% | 0.28% | Q2 2020 | Q1 2022 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.07% | 0.18% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.11% | 0.23% | 0.44% | Q4 2021 | Q3 2023 | 8 |
GLG Partners LP | 8 | 8 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q4 2017 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.07% | 0.28% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.60% | 1.12% | 1.70% | Q4 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Cinctive Capital Management LP | 4 | 2 | 0.10% | 0.32% | 0.65% | Q4 2019 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.11% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
FUKOKU MUTUAL LIFE INSURANCE Co | 4 | 1 | 0.01% | 0.04% | 0.17% | Q2 2018 | Q2 2023 | 8 |
AMERICAN NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 5 | 3 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q1 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 0.78% | 1.06% | Q2 2016 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.84% | 1.06% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.02% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.28% | 0.48% | 0.54% | Q2 2020 | Q1 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.00% | 0.25% | 0.41% | Q2 2017 | Q4 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Harfst & Associates, Inc. | 5 | 3 | 0.15% | 0.44% | 0.78% | Q2 2015 | Q4 2020 | 8 |
Bristol Gate Capital Partners Inc. | 8 | 8 | 4.29% | 4.51% | 4.66% | Q2 2018 | Q1 2020 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.21% | 0.39% | 0.91% | Q4 2019 | Q3 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.35% | 0.41% | 0.44% | Q4 2021 | Q3 2023 | 8 |
GLOBEFLEX CAPITAL L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EASTERN BANK | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.37% | 0.47% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2021 | 8 |
WESPAC Advisors SoCal, LLC | 7 | 1 | 0.08% | 0.12% | 0.15% | Q1 2019 | Q1 2021 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.38% | 0.62% | 1.12% | Q4 2020 | Q3 2022 | 8 |
Altium Wealth Management LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2022 | 8 |
CASTLEARK MANAGEMENT LLC | 8 | 8 | 0.28% | 1.05% | 1.75% | Q3 2021 | Q2 2023 | 8 |
VALLEY WEALTH MANAGERS, INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.13% | 0.39% | Q2 2013 | Q1 2019 | 8 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.00% | 0.10% | 0.27% | Q2 2013 | Q1 2014 | 8 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 8 |
PATRON PARTNERS, LLC | 7 | 1 | 0.15% | 0.17% | 0.20% | Q2 2021 | Q2 2023 | 8 |
Machina Capital S.A.S. | 5 | 1 | 0.02% | 0.66% | 2.98% | Q4 2018 | Q1 2023 | 8 |
Chiron Investment Management, LLC | 4 | 1 | 0.25% | 1.98% | 4.36% | Q1 2020 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Chicago Capital, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 8 |
Mascoma Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 8 |
Douglas C. Lane & Associates, Inc. | 8 | 8 | 0.10% | 0.15% | 0.17% | Q1 2014 | Q4 2015 | 8 |
ICON ADVISERS INC/CO | 4 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q2 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MADDEN SECURITIES Corp | 4 | 1 | 0.06% | 0.30% | 0.48% | Q4 2019 | Q4 2022 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.08% | 0.15% | 0.25% | Q2 2021 | Q1 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Quilter Plc | 7 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.11% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
S.E.E.D. Planning Group LLC | 7 | 1 | 0.95% | 2.42% | 3.16% | Q4 2019 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 8 |
SYCOMORE ASSET MANAGEMENT | 5 | 3 | 0.01% | 0.44% | 1.62% | Q1 2020 | Q4 2022 | 8 |
Wahed Invest LLC | 8 | 8 | 0.17% | 0.35% | 0.56% | Q4 2021 | Q3 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Union Bancaire Privee Asset Management LLC | 8 | 8 | 1.31% | 1.74% | 2.10% | Q2 2019 | Q1 2021 | 8 |
Providence Capital Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 8 |
Angeles Investment Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q1 2022 | 8 |
CSU Producer Resources, Inc. | 7 | 1 | 2.00% | 3.95% | 4.88% | Q1 2020 | Q3 2023 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 1 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q2 2018 | 8 |
Copeland Capital Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q2 2023 | 8 |
Ramsay, Stattman, Vela & Price, Inc. | 7 | 7 | 0.21% | 0.32% | 0.38% | Q1 2022 | Q3 2023 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
SignalPoint Asset Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.10% | Q1 2015 | Q3 2016 | 7 |
CHEMICAL BANK | 7 | 7 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Meridian Wealth Management, LLC | 5 | 2 | 0.05% | 0.14% | 0.20% | Q4 2018 | Q2 2022 | 7 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.19% | 0.26% | 0.30% | Q1 2021 | Q3 2022 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TCF National Bank | 7 | 7 | 0.09% | 0.14% | 0.18% | Q3 2019 | Q1 2021 | 7 |
Copper Rock Capital Partners, LLC | 7 | 7 | 0.06% | 0.87% | 1.32% | Q3 2018 | Q1 2020 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.06% | 0.16% | 0.34% | Q2 2020 | Q4 2021 | 7 |
Lombard Odier Asset Management (USA) Corp | 3 | 2 | 0.02% | 0.40% | 1.02% | Q2 2015 | Q1 2023 | 7 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 7 | 7 | 1.90% | 2.07% | 2.31% | Q4 2014 | Q2 2016 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2021 | 7 |
Sonen Capital LLC | 7 | 7 | 0.37% | 0.46% | 0.54% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Weiss Asset Management LP | 4 | 1 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q1 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.66% | 1.06% | 1.29% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 7 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.02% | 0.13% | 0.23% | Q3 2013 | Q3 2015 | 7 |
TOMPKINS FINANCIAL CORP | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 7 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.04% | 0.20% | Q4 2019 | Q1 2023 | 7 |
MARSHALL WACE ASIA Ltd | 6 | 1 | 0.32% | 1.53% | 2.85% | Q1 2017 | Q3 2021 | 7 |
Capricorn Fund Managers Ltd | 4 | 3 | 0.43% | 0.75% | 1.03% | Q4 2021 | Q3 2023 | 7 |
FORBES J M & CO LLP | 7 | 7 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Li Winifred I | 7 | 7 | 0.56% | 0.67% | 0.76% | Q2 2013 | Q4 2014 | 7 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.04% | 0.22% | 0.57% | Q1 2019 | Q3 2019 | 7 |
SWARTHMORE GROUP INC | 7 | 7 | 1.52% | 1.90% | 2.22% | Q1 2017 | Q3 2018 | 7 |
Visium Asset Management, LP | 5 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2015 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 7 |
Sompo Asset Management Co., Ltd. | 7 | 7 | 0.20% | 0.28% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 3 | 0.03% | 0.23% | 0.53% | Q4 2014 | Q4 2017 | 7 |
Homrich & Berg | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 7 |
Aurora Investment Counsel | 7 | 7 | 1.25% | 1.39% | 1.46% | Q2 2013 | Q4 2014 | 7 |
JOHN G ULLMAN & ASSOCIATES INC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 7 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.41% | 1.41% | Q3 2017 | Q2 2021 | 7 |
Cerro Pacific Wealth Advisors LLC | 7 | 7 | 0.22% | 0.40% | 0.66% | Q2 2021 | Q4 2022 | 7 |
FIRST QUADRANT LLC/CA | 3 | 2 | 0.00% | 0.14% | 0.45% | Q2 2014 | Q2 2016 | 7 |
BW Gestao de Investimentos Ltda. | 7 | 7 | 0.57% | 1.16% | 1.76% | Q1 2021 | Q3 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.22% | 0.28% | 0.30% | Q2 2013 | Q4 2014 | 7 |
Melvin Capital Management LP | 5 | 2 | 0.22% | 1.21% | 2.34% | Q2 2015 | Q2 2020 | 7 |
BESSEMER SECURITIES LLC | 7 | 7 | 0.09% | 0.14% | 0.23% | Q4 2021 | Q2 2023 | 7 |
Coastline Trust Co | 7 | 7 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 7 |
RETIREMENT GUYS FORMULA LLC | 6 | 1 | 0.16% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 7 |
PGGM Investments | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q4 2022 | 7 |
Knowledge Leaders Capital, LLC | 6 | 1 | 0.90% | 3.69% | 5.45% | Q2 2015 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Eudaimonia Partners, LLC | 7 | 7 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Peregrine Asset Advisers, Inc. | 4 | 3 | 0.10% | 1.90% | 4.44% | Q3 2017 | Q4 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
HHG & Company, LLC | 7 | 7 | 0.09% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Capital Research Global Investors | 7 | 7 | 0.00% | 0.13% | 0.24% | Q4 2019 | Q2 2021 | 7 |
Laffer Tengler Investments, Inc. | 5 | 2 | 0.00% | 0.44% | 0.74% | Q4 2016 | Q4 2022 | 7 |
FIELDPOINT PRIVATE ADVISORS, INC | 7 | 7 | 0.30% | 2.14% | 2.72% | Q3 2015 | Q1 2017 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q2 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.30% | 0.34% | 0.37% | Q2 2013 | Q4 2014 | 7 |
Western Wealth Management, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Perennial Investment Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q2 2022 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 7 |
Princeton Alpha Management LP | 3 | 1 | 0.11% | 0.25% | 0.58% | Q1 2014 | Q1 2017 | 7 |
Interval Partners, LP | 2 | 1 | 0.28% | 1.02% | 2.14% | Q3 2015 | Q1 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Candlestick Capital Management LP | 4 | 1 | 0.40% | 1.75% | 4.44% | Q1 2020 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.18% | 0.33% | Q3 2020 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Tenere Capital LLC | 7 | 7 | 2.66% | 4.30% | 6.44% | Q4 2021 | Q2 2023 | 7 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 7 |
Harbour Capital Advisors, LLC | 4 | 1 | 0.03% | 0.37% | 0.68% | Q2 2014 | Q1 2023 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2015 | Q3 2016 | 7 |
Verdence Capital Advisors LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 7 |
LGT Fund Management Co Ltd. | 7 | 7 | 0.69% | 1.05% | 1.60% | Q4 2021 | Q2 2023 | 7 |
J. W. Coons Advisors, LLC | 5 | 2 | 0.07% | 0.26% | 0.38% | Q1 2021 | Q2 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.26% | 0.46% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 1 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q4 2020 | 7 |
Goodman Financial Corp | 6 | 6 | 2.70% | 3.05% | 3.23% | Q2 2013 | Q3 2014 | 6 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Newfound Research LLC | 6 | 6 | 0.09% | 0.17% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.07% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.13% | 0.22% | 0.35% | Q2 2015 | Q3 2019 | 6 |
Timber Hill LLC | 4 | 2 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q4 2017 | 6 |
Franklin, Parlapiano, Turner & Welch, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.20% | 0.27% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.26% | 0.35% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Fullerton Fund Management Co Ltd. | 4 | 2 | 0.07% | 1.16% | 2.92% | Q3 2019 | Q4 2021 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.06% | 0.12% | 0.17% | Q3 2021 | Q2 2023 | 6 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
InterOcean Capital Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Shellback Capital, LP | 4 | 2 | 0.14% | 1.31% | 2.67% | Q2 2017 | Q2 2023 | 6 |
PAX Financial Group, LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Transform Wealth, LLC | 6 | 6 | 0.10% | 0.12% | 0.18% | Q2 2019 | Q3 2020 | 6 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.96% | 1.85% | 3.19% | Q1 2014 | Q2 2015 | 6 |
WT Asset Management Ltd | 6 | 6 | 0.83% | 4.03% | 5.47% | Q1 2019 | Q2 2020 | 6 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.14% | 0.42% | 0.76% | Q4 2015 | Q4 2019 | 6 |
Peterson Wealth Services | 6 | 6 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q1 2023 | 6 |
Bensler, LLC | 6 | 6 | 0.36% | 0.43% | 0.58% | Q4 2021 | Q1 2023 | 6 |
KADENSA CAPITAL Ltd | 6 | 6 | 1.19% | 6.31% | 10.13% | Q4 2021 | Q1 2023 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q1 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Sonora Investment Management Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
DCM Advisors, LLC | 6 | 6 | 0.14% | 0.20% | 0.27% | Q4 2020 | Q1 2022 | 6 |
Covea Finance | 6 | 6 | 0.52% | 1.04% | 1.40% | Q3 2022 | Q4 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 6 |
Five Oceans Asset Management LTD | 5 | 1 | 0.51% | 1.10% | 1.50% | Q4 2010 | Q2 2014 | 6 |
ARGENT TRUST Co | 6 | 6 | 0.10% | 0.14% | 0.22% | Q4 2016 | Q1 2018 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.01% | 0.21% | 0.67% | Q3 2019 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.05% | 0.63% | 0.92% | Q2 2017 | Q3 2018 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.14% | 0.18% | Q3 2022 | Q4 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Connecticut Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q1 2022 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CQS (US), LLC | 6 | 6 | 0.29% | 0.49% | 1.01% | Q4 2019 | Q1 2021 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 2.58% | 2.75% | 2.94% | Q2 2013 | Q3 2014 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Ergoteles LLC | 3 | 1 | 0.02% | 0.08% | 0.35% | Q3 2021 | Q2 2023 | 6 |
NICOLET ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 2 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q1 2022 | 6 |
West Family Investments, Inc. | 3 | 1 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q1 2023 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Visionary Asset Management, Inc. | 5 | 1 | 0.06% | 0.09% | 0.11% | Q2 2017 | Q4 2018 | 6 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q4 2022 | 6 |
361 CAPITAL LLC | 5 | 1 | 0.12% | 0.21% | 0.30% | Q2 2018 | Q4 2019 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.13% | 0.51% | Q1 2021 | Q3 2023 | 6 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.37% | 2.14% | 4.52% | Q4 2022 | Q3 2023 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Roundview Capital LLC | 6 | 6 | 0.04% | 0.10% | 0.14% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.86% | 0.92% | 0.98% | Q2 2013 | Q3 2014 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.13% | 0.76% | Q2 2022 | Q3 2023 | 6 |
DORCHESTER WEALTH MANAGEMENT Co | 6 | 6 | 0.22% | 0.32% | 0.43% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.13% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Cavalier Investments, LLC | 6 | 6 | 0.23% | 0.35% | 0.48% | Q3 2021 | Q4 2022 | 6 |
Brookfield Asset Management | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 6 |
COOKSON PEIRCE & CO INC | 3 | 1 | 0.01% | 0.91% | 2.81% | Q1 2016 | Q3 2023 | 6 |
Renasant Bank | 6 | 6 | 0.17% | 0.35% | 0.48% | Q4 2020 | Q1 2022 | 6 |
TRUST CO OF TOLEDO NA /OH/ | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
BANCED CORP | 6 | 6 | 0.26% | 0.30% | 0.32% | Q2 2013 | Q3 2014 | 6 |
ARGENT TRUST COMPANY, N.A. | 6 | 6 | 0.11% | 0.14% | 0.16% | Q1 2014 | Q2 2015 | 6 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.03% | 0.07% | 0.11% | Q2 2019 | Q1 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 1.24% | 1.35% | 1.41% | Q2 2013 | Q3 2014 | 6 |
Invictus RG | 4 | 2 | 0.00% | 0.24% | 0.53% | Q2 2016 | Q4 2017 | 6 |
Capitolis Advisors LLC | 3 | 3 | 0.06% | 0.24% | 0.50% | Q4 2020 | Q2 2022 | 6 |
PHILADELPHIA TRUST CO | 6 | 6 | 0.18% | 0.19% | 0.20% | Q3 2020 | Q4 2021 | 6 |
Svenska Handelsbanken AB (publ) | 6 | 6 | 1.70% | 3.41% | 4.92% | Q3 2021 | Q4 2022 | 6 |
VisionPoint Advisory Group, LLC | 4 | 2 | 0.00% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 6 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 6 | 0.01% | 0.53% | 0.66% | Q2 2014 | Q3 2015 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 4 | 2 | 0.16% | 0.19% | 0.23% | Q2 2018 | Q4 2019 | 6 |
Airain ltd | 2 | 1 | 0.04% | 0.23% | 0.51% | Q1 2014 | Q2 2017 | 6 |
SEI TRUST CO | 6 | 6 | 0.18% | 0.28% | 0.43% | Q2 2013 | Q3 2014 | 6 |
Sensato Investors LLC | 3 | 3 | 1.13% | 2.43% | 3.68% | Q4 2017 | Q3 2019 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Accretive Wealth Partners, LLC | 6 | 6 | 0.44% | 0.66% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Cedar Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 6 |
CANANDAIGUA NATIONAL CORP | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bancreek Capital Management, LP | 6 | 6 | 3.19% | 3.79% | 4.63% | Q1 2022 | Q2 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.31% | 0.48% | 0.54% | Q1 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q2 2023 | 6 |
Clark Capital Management Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
GENERAL ELECTRIC CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q1 2021 | 6 |
Fulcrum Asset Management LLP | 5 | 1 | 0.17% | 1.43% | 2.43% | Q3 2020 | Q1 2022 | 6 |
Geller Advisors LLC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q3 2022 | 6 |
TURNER INVESTMENTS LLC | 6 | 6 | 0.06% | 0.20% | 0.45% | Q2 2013 | Q3 2014 | 6 |
State of Wyoming | 6 | 6 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q2 2022 | 6 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.06% | 0.28% | Q1 2014 | Q4 2017 | 6 |
APPLIED RESEARCH INVESTMENTS, LLC | 6 | 6 | 2.24% | 2.65% | 3.09% | Q1 2021 | Q2 2022 | 6 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 1 | 0.02% | 0.21% | 0.53% | Q1 2015 | Q2 2019 | 6 |
PICTET BANK & TRUST Ltd | 3 | 3 | 0.14% | 0.96% | 2.13% | Q2 2014 | Q3 2023 | 6 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.69% | 0.90% | 1.40% | Q4 2021 | Q1 2023 | 6 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
Dakota Wealth Management | 4 | 2 | 0.02% | 0.11% | 0.19% | Q3 2019 | Q1 2023 | 6 |
Avestar Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 5 |
Zenyatta Capital Management LP | 5 | 5 | 0.80% | 1.80% | 3.47% | Q3 2022 | Q3 2023 | 5 |
Intersect Capital LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q4 2021 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
DENVER INVESTMENT ADVISORS LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2017 | 5 |
WRAPMANAGER INC | 3 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2023 | 5 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q2 2019 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Ruggie Capital Group | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Enlightenment Research, LLC | 1 | 1 | 0.16% | 0.55% | 0.76% | Q4 2018 | Q3 2021 | 5 |
CLOUGH CAPITAL PARTNERS L P | 5 | 5 | 0.05% | 0.25% | 0.76% | Q4 2018 | Q4 2019 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.04% | 0.75% | 1.53% | Q1 2015 | Q2 2023 | 5 |
NBT BANK N A /NY | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Maple Capital Management, Inc. | 4 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q4 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.51% | 0.94% | 1.42% | Q2 2013 | Q3 2014 | 5 |
LANSDOWNE PARTNERS (UK) LLP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2016 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
ANALYTIC INVESTORS, LLC | 3 | 2 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q4 2015 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.28% | 0.32% | 0.40% | Q4 2021 | Q4 2022 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.15% | 0.40% | Q2 2016 | Q2 2018 | 5 |
JAMISON EATON & WOOD INC /NJ | 5 | 5 | 0.50% | 0.99% | 1.25% | Q1 2014 | Q1 2015 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.20% | 0.48% | 1.02% | Q4 2019 | Q1 2023 | 5 |
Russell Clark Investment Management Ltd | 3 | 2 | 0.28% | 0.73% | 1.21% | Q4 2016 | Q3 2018 | 5 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.28% | 0.46% | Q1 2021 | Q3 2023 | 5 |
BLUESTEIN R H & CO LLC | 4 | 1 | 0.02% | 0.84% | 1.57% | Q4 2020 | Q1 2022 | 5 |
Independent Advisor Alliance | 3 | 2 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 0.00% | 0.80% | 1.19% | Q3 2018 | Q3 2019 | 5 |
Soros Fund Management | 2 | 1 | 0.01% | 0.22% | 0.60% | Q3 2016 | Q1 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Covenant Multifamily Offices, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q2 2020 | 5 |
Covenant Asset Management, LLC | 5 | 5 | 0.38% | 0.75% | 0.94% | Q2 2021 | Q2 2022 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.33% | 0.51% | 0.77% | Q2 2013 | Q2 2014 | 5 |
Advisor Resource Council | 5 | 5 | 0.15% | 0.19% | 0.28% | Q3 2021 | Q3 2022 | 5 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q4 2022 | 5 |
Fortress Investment Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
Donoghue Forlines LLC | 3 | 1 | 0.25% | 0.31% | 0.35% | Q2 2017 | Q3 2021 | 5 |
JTC Employer Solutions Trustee Ltd | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CARLSON CAPITAL L P | 3 | 1 | 0.18% | 0.31% | 0.63% | Q1 2014 | Q3 2020 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q2 2014 | 5 |
ADIRONDACK TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 5 |
Riverview Trust Co | 5 | 5 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 5 |
Virtus Investment Advisers, Inc. | 4 | 1 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 5 |
Consolidated Planning Corp | 4 | 1 | 0.00% | 0.27% | 0.35% | Q3 2021 | Q1 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
QVR LLC | 2 | 2 | 0.02% | 0.08% | 0.12% | Q1 2022 | Q2 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
BHF Kleinwort Benson Group S.A. | 5 | 5 | 0.00% | 0.05% | 0.13% | Q1 2014 | Q1 2015 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Cerebellum GP, LLC | 3 | 1 | 0.09% | 0.19% | 0.30% | Q4 2017 | Q2 2020 | 5 |
FORTE CAPITAL LLC /ADV | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 5 |
Axiom Investment Management LLC | 4 | 1 | 0.10% | 0.21% | 0.32% | Q4 2018 | Q3 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Brandywine Global Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.17% | 0.32% | Q2 2021 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2016 | Q3 2017 | 5 |
HL FINANCIAL SERVICES LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2019 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.36% | 0.61% | 0.90% | Q4 2019 | Q4 2020 | 5 |
USCA RIA LLC | 4 | 1 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q1 2020 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 5 |
Bluefin Trading, LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q4 2018 | 5 |
HS Management Partners, LLC | 3 | 2 | 1.79% | 2.13% | 2.84% | Q4 2016 | Q1 2023 | 5 |
AJO, LP | 4 | 1 | 0.00% | 0.32% | 0.70% | Q1 2018 | Q3 2020 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.14% | 0.21% | 0.26% | Q2 2015 | Q2 2016 | 5 |
Athanor Capital, LP | 3 | 2 | 0.14% | 0.40% | 0.60% | Q3 2019 | Q1 2021 | 5 |
Golden State Wealth Management, LLC | 4 | 1 | 0.06% | 0.14% | 0.20% | Q2 2020 | Q1 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 5 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5 | 5 | 0.10% | 0.12% | 0.17% | Q3 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
Alphinity Investment Management Pty Ltd | 3 | 2 | 0.15% | 1.26% | 3.32% | Q2 2018 | Q1 2022 | 5 |
CONNABLE OFFICE INC | 5 | 5 | 0.25% | 0.33% | 0.38% | Q2 2022 | Q2 2023 | 5 |
Hosking Partners LLP | 5 | 5 | 0.28% | 0.31% | 0.34% | Q3 2015 | Q3 2016 | 5 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.16% | 0.44% | 0.62% | Q1 2015 | Q2 2017 | 5 |
Dash Acquisitions Inc. | 5 | 5 | 1.59% | 2.12% | 2.40% | Q2 2022 | Q2 2023 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.30% | 1.22% | 2.32% | Q2 2015 | Q2 2016 | 5 |
Nikko Asset Management Americas, Inc. | 3 | 2 | 0.09% | 0.11% | 0.15% | Q2 2014 | Q3 2017 | 5 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Heartland Bank & Trust Co | 5 | 5 | 1.18% | 1.30% | 1.45% | Q2 2021 | Q2 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 5 |
WAFRA INC. | 5 | 5 | 0.33% | 0.45% | 0.54% | Q2 2017 | Q2 2018 | 5 |
CORRADO ADVISORS, LLC | 5 | 5 | 0.18% | 0.22% | 0.25% | Q1 2022 | Q1 2023 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q2 2015 | Q2 2016 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q4 2021 | 5 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.39% | 0.67% | 0.99% | Q2 2013 | Q2 2014 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.12% | 0.30% | 0.50% | Q4 2022 | Q3 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
THOMPSON DAVIS & CO., INC. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 4 |
PITTENGER & ANDERSON INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 4 |
Third Point | 4 | 4 | 0.41% | 1.49% | 2.04% | Q4 2020 | Q3 2021 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
PEOPLES FINANCIAL SERVICES CORP. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
FCM INVESTMENTS/TX | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2016 | Q1 2017 | 4 |
Capital International Sarl | 4 | 4 | 0.19% | 0.21% | 0.22% | Q1 2020 | Q4 2020 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
PARA ADVISORS LLC | 2 | 1 | 2.16% | 5.37% | 8.85% | Q1 2014 | Q3 2016 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2013 | Q3 2014 | 4 |
DE BURLO GROUP INC | 4 | 4 | 1.05% | 1.70% | 2.64% | Q1 2021 | Q4 2021 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.73% | 0.77% | 0.81% | Q2 2013 | Q1 2023 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.47% | 0.59% | 0.68% | Q2 2021 | Q1 2022 | 4 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 4 | 4 | 2.31% | 3.20% | 5.16% | Q2 2013 | Q1 2014 | 4 |
QUANTUM CAPITAL MANAGEMENT | 4 | 4 | 0.17% | 0.22% | 0.32% | Q1 2016 | Q4 2016 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CR Intrinsic Investors, LLC | 2 | 1 | 0.07% | 0.40% | 0.90% | Q2 2013 | Q1 2014 | 4 |
Legg Mason Asset Management (Japan) Co., Ltd. | 4 | 4 | 0.45% | 0.71% | 0.82% | Q1 2021 | Q4 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q1 2023 | 4 |
Stux Capital Management, LLC | 2 | 2 | 0.03% | 0.27% | 0.59% | Q2 2013 | Q2 2014 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.07% | 0.51% | 1.34% | Q2 2016 | Q4 2021 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Keel Point, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2021 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2016 | 4 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q1 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.05% | 0.15% | 0.32% | Q3 2013 | Q3 2017 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.03% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.16% | 0.20% | 0.22% | Q2 2013 | Q1 2014 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q3 2016 | 4 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 4 |
Endurance Wealth Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 4 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.36% | 0.44% | 0.52% | Q1 2014 | Q4 2016 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2013 | Q3 2014 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Bronson Point Management LLC | 3 | 1 | 0.22% | 0.94% | 2.07% | Q2 2013 | Q3 2014 | 4 |
Odey Asset Management Group Ltd | 3 | 1 | 0.10% | 0.19% | 0.27% | Q2 2015 | Q4 2016 | 4 |
Odey Holdings AG | 3 | 1 | 1.79% | 2.52% | 3.44% | Q2 2015 | Q4 2016 | 4 |
FDO Partners, LLC | 2 | 1 | 0.17% | 0.85% | 1.11% | Q1 2016 | Q4 2017 | 4 |
Parametrica Management Ltd | 1 | 1 | 0.18% | 0.25% | 0.38% | Q1 2017 | Q1 2022 | 4 |
Kames Capital Management Ltd | 4 | 4 | 0.03% | 0.22% | 0.74% | Q2 2013 | Q1 2014 | 4 |
Baader Bank Aktiengesellschaft | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
Iowa State Bank | 4 | 4 | 0.18% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.11% | 0.16% | Q2 2019 | Q1 2021 | 4 |
Lomas Capital Management, LLC | 3 | 1 | 0.94% | 1.26% | 1.44% | Q2 2015 | Q2 2017 | 4 |
BTG Pactual Global Asset Management Ltd | 4 | 4 | 0.28% | 0.38% | 0.45% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 4 |
Circle Wealth Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 4 |
Empowered Funds, LLC | 3 | 1 | 0.01% | 0.12% | 0.47% | Q2 2018 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Coronation Fund Managers Ltd. | 3 | 1 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 4 |
IRON Financial LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q4 2021 | 4 |
Biltmore Wealth Management, LLC | 4 | 4 | 0.60% | 0.71% | 0.77% | Q2 2019 | Q1 2020 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.44% | 0.47% | 0.49% | Q4 2015 | Q3 2016 | 4 |
Rench Wealth Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Capital Impact Advisors, LLC | 4 | 4 | 0.69% | 0.73% | 0.77% | Q1 2015 | Q4 2015 | 4 |
Syntal Capital Partners, LLC | 2 | 1 | 0.56% | 0.64% | 0.73% | Q1 2018 | Q2 2021 | 4 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 4 | 1.12% | 1.26% | 1.42% | Q4 2015 | Q3 2016 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Perpetual Ltd | 2 | 2 | 0.01% | 0.33% | 0.75% | Q2 2020 | Q2 2023 | 4 |
Teza Capital Management LLC | 1 | 1 | 0.02% | 0.22% | 0.60% | Q4 2016 | Q3 2023 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 2.98% | 3.07% | 3.13% | Q4 2015 | Q3 2016 | 4 |
Folger Hill Asset Management LP | 3 | 1 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q1 2018 | 4 |
O'Shares Investment Advisers, LLC | 3 | 1 | 0.17% | 0.22% | 0.30% | Q2 2020 | Q1 2022 | 4 |
North Fourth Asset Management, LP | 1 | 1 | 0.84% | 1.12% | 1.45% | Q1 2019 | Q2 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.00% | 0.86% | 3.24% | Q1 2021 | Q3 2023 | 4 |
Blueshift Asset Management, LLC | 4 | 4 | 0.34% | 0.47% | 0.71% | Q3 2021 | Q2 2022 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Clarus Wealth Advisors | 2 | 1 | 0.00% | 0.17% | 0.28% | Q2 2018 | Q4 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Rossmore Private Capital | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Oak Thistle LLC | 1 | 1 | 0.16% | 0.51% | 1.17% | Q1 2022 | Q3 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.09% | 0.15% | 0.18% | Q2 2022 | Q1 2023 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.32% | 0.65% | 1.28% | Q1 2021 | Q1 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q2 2023 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.12% | 0.37% | 0.72% | Q1 2020 | Q3 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.66% | 0.72% | 0.83% | Q1 2021 | Q4 2021 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.48% | 0.54% | 0.66% | Q4 2021 | Q3 2022 | 4 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2019 | Q1 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
CLOVERFIELDS CAPITAL GROUP, LP | 4 | 4 | 0.12% | 0.40% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.11% | 0.26% | Q3 2021 | Q4 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.38% | 0.39% | 0.42% | Q4 2020 | Q3 2021 | 4 |
McLean Asset Management Corp | 4 | 4 | 0.08% | 0.10% | 0.16% | Q1 2021 | Q4 2021 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2022 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.30% | 0.33% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.06% | 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 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 4 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.19% | 0.52% | 0.89% | Q1 2021 | Q1 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.44% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.01% | 0.10% | 0.25% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.11% | 0.20% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Confluence Wealth Services, Inc. | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ESG Planning | 4 | 4 | 0.27% | 0.43% | 0.54% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.34% | 0.55% | 0.73% | Q4 2022 | Q3 2023 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.18% | 0.23% | 0.27% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.14% | 0.22% | 0.31% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Trium Capital LLP | 4 | 4 | 0.05% | 0.87% | 1.31% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.86% | 1.23% | 1.58% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.29% | 0.47% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 2.29% | 2.59% | 3.46% | Q2 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 1 | 0.61% | 0.69% | 0.79% | Q2 2021 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.03% | 0.21% | 0.69% | Q3 2020 | Q2 2021 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
Palisades Hudson Asset Management, L.P. | 2 | 1 | 0.12% | 0.13% | 0.13% | Q4 2019 | Q1 2023 | 3 |
TRAN CAPITAL MANAGEMENT, L.P. | 3 | 3 | 1.54% | 1.67% | 1.78% | Q2 2019 | Q4 2019 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
Pomelo Capital LLC | 3 | 3 | 0.72% | 1.32% | 2.10% | Q3 2017 | Q1 2018 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q2 2017 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Kovack Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2021 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.05% | 0.15% | 0.33% | Q3 2013 | Q1 2014 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.42% | 1.06% | 1.51% | Q3 2013 | Q2 2016 | 3 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Geduld E E | 2 | 1 | 0.18% | 0.21% | 0.23% | Q2 2013 | Q1 2014 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q4 2022 | Q2 2023 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Amplius Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
RIVER GLOBAL INVESTORS LLP | 2 | 1 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 3 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.29% | 0.60% | 1.19% | Q4 2019 | Q3 2023 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.21% | 0.25% | 0.30% | Q2 2013 | Q4 2014 | 3 |
Tuttle Capital Management, LLC | 3 | 3 | 0.31% | 0.78% | 1.12% | Q1 2019 | Q3 2019 | 3 |
Hodges Capital Management Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Hudock, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.15% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 1.16% | 1.29% | 1.39% | Q1 2018 | Q3 2018 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.02% | 0.21% | 0.45% | Q2 2017 | Q4 2017 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.08% | 0.09% | 0.11% | Q2 2014 | Q2 2017 | 3 |
MANA Advisors LLC | 1 | 1 | 0.37% | 1.12% | 1.75% | Q4 2017 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q1 2023 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q2 2014 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 1.90% | 2.40% | 3.12% | Q1 2023 | Q3 2023 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.26% | 1.62% | 2.26% | Q1 2016 | Q1 2017 | 3 |
Avidian Wealth Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.14% | 0.22% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Clientfirst Wealth Management, LLC | 3 | 3 | 1.25% | 1.48% | 1.94% | Q4 2021 | Q2 2022 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.08% | 0.20% | 0.26% | Q3 2013 | Q4 2014 | 3 |
Wedmont Private Capital | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 3 |
Narwhal Capital Management | 2 | 1 | 0.02% | 0.07% | 0.10% | Q1 2020 | Q4 2021 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
JT Stratford LLC | 3 | 3 | 0.18% | 0.21% | 0.23% | Q2 2019 | Q4 2019 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.63% | 0.67% | 0.70% | Q1 2021 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
SOMERVILLE KURT F | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q3 2020 | 3 |
DSM CAPITAL PARTNERS LLC | 3 | 3 | 2.75% | 2.91% | 3.04% | Q2 2013 | Q4 2013 | 3 |
AXQ CAPITAL, LP | 3 | 3 | 0.21% | 0.49% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Charles-Lim Capital Ltd | 3 | 3 | 2.17% | 4.22% | 7.98% | Q1 2023 | Q3 2023 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.41% | 0.45% | 0.52% | Q2 2018 | Q4 2018 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.24% | 1.50% | 2.92% | Q1 2019 | Q4 2020 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q1 2014 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
CrestPoint Capital Management, LLC | 2 | 1 | 0.11% | 0.37% | 0.52% | Q3 2014 | Q4 2017 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2018 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 0.75% | 1.12% | 1.48% | Q4 2013 | Q2 2014 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ariose Capital Management Ltd | 1 | 1 | 1.38% | 7.27% | 12.73% | Q1 2020 | Q4 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.04% | 0.12% | 0.23% | Q4 2018 | Q3 2019 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Range Financial Group LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q4 2021 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.12% | 0.17% | Q1 2022 | Q3 2022 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Financial Council Asset Management Inc | 2 | 1 | 0.14% | 0.19% | 0.25% | Q4 2021 | Q1 2023 | 3 |
OLD DOMINION CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
DUDLEY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.38% | 0.51% | Q4 2022 | Q2 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.10% | 0.34% | 0.56% | Q3 2018 | Q1 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.08% | 0.59% | 0.88% | Q4 2013 | Q2 2014 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q2 2016 | Q4 2016 | 3 |
Blue Rock Advisors, LLC | 3 | 3 | 0.83% | 4.88% | 8.99% | Q1 2017 | Q3 2017 | 3 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2014 | Q2 2015 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 1.27% | 1.34% | 1.40% | Q2 2019 | Q4 2019 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 1.96% | 2.41% | 2.82% | Q3 2019 | Q1 2020 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.27% | 0.40% | Q1 2016 | Q3 2021 | 3 |
Cincinnati Specialty Underwriters Insurance CO | 3 | 3 | 1.30% | 1.36% | 1.43% | Q3 2019 | Q1 2020 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.21% | 0.41% | 0.54% | Q1 2023 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.07% | 0.29% | 0.65% | Q2 2019 | Q2 2021 | 3 |
Galibier Capital Management Ltd. | 2 | 1 | 0.16% | 0.27% | 0.37% | Q4 2022 | Q3 2023 | 3 |
PCJ Investment Counsel Ltd. | 2 | 1 | 0.27% | 0.30% | 0.33% | Q4 2020 | Q4 2021 | 3 |
Chesapeake Wealth Management | 3 | 3 | 0.10% | 0.28% | 0.38% | Q1 2018 | Q3 2018 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2015 | Q3 2015 | 3 |
Pinz Capital Management, LP | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.93% | 1.05% | 1.18% | Q3 2021 | Q1 2022 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.40% | 0.54% | 0.75% | Q2 2013 | Q1 2021 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q4 2023 | 3 |
SIRIOS CAPITAL MANAGEMENT L P | 3 | 3 | 0.97% | 1.10% | 1.22% | Q2 2017 | Q4 2017 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.18% | 0.52% | Q4 2018 | Q2 2021 | 3 |
Whitnell & Co. | 2 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
HERBST GROUP, LLC | 3 | 3 | 0.45% | 0.73% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Seven Springs Wealth Group, LLC | 2 | 1 | 0.00% | 0.09% | 0.13% | Q4 2020 | Q3 2021 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.04% | 0.30% | 0.53% | Q1 2022 | Q3 2023 | 3 |
Bell Rock Capital LLC | 2 | 1 | 0.23% | 0.28% | 0.36% | Q4 2021 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
HighMark Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 3 |
Parametric Risk Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.51% | 1.09% | 1.83% | Q4 2019 | Q2 2020 | 3 |
Arden Trust Co | 2 | 1 | 0.00% | 0.07% | 0.11% | Q1 2020 | Q1 2023 | 3 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 2 | 1 | 1.61% | 2.51% | 3.82% | Q2 2022 | Q1 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Dakota Community Bank & Trust NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
BARING ASSET MANAGEMENT Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q3 2017 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.05% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
LITTLE HOUSE CAPITAL LLC | 2 | 1 | 0.27% | 0.49% | 0.83% | Q1 2021 | Q2 2023 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 0.10% | 0.49% | 1.25% | Q2 2019 | Q4 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Man Investments Ltd | 1 | 1 | 0.16% | 0.26% | 0.40% | Q2 2013 | Q2 2014 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.03% | 0.09% | 0.15% | Q4 2019 | Q1 2023 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.13% | 0.17% | 0.22% | Q4 2022 | Q2 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.07% | 0.16% | 0.23% | Q2 2020 | Q4 2021 | 3 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 2 | 0.30% | 0.62% | 0.93% | Q4 2018 | Q1 2019 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Haverford Financial Services, Inc. | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Waverton Investment Management Ltd | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2013 | Q3 2013 | 2 |
HealthCor Management, L.P. | 2 | 2 | 1.12% | 1.36% | 1.60% | Q3 2013 | Q4 2013 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.26% | 0.68% | 1.10% | Q4 2022 | Q2 2023 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2020 | Q3 2020 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Michael & Susan Dell Foundation | 2 | 2 | 0.49% | 0.51% | 0.54% | Q2 2019 | Q3 2019 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2013 | Q1 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Elephas Investment Management Ltd | 1 | 1 | 0.07% | 0.80% | 1.52% | Q4 2017 | Q2 2018 | 2 |
Pier Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.10% | 0.19% | 0.28% | Q1 2022 | Q2 2022 | 2 |
NewFocus Financial Group, LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2019 | Q4 2019 | 2 |
CIBC BANK USA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Brooklyn FI, LLC | 1 | 1 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q1 2023 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.95% | 0.95% | 0.96% | Q2 2013 | Q3 2013 | 2 |
DELTEC ASSET MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q2 2022 | 2 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2022 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
RICHELIEU GESTION SA | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q1 2014 | Q2 2014 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q2 2019 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Noked Capital LTD | 2 | 2 | 0.30% | 0.34% | 0.38% | Q3 2019 | Q4 2019 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.05% | 0.08% | 0.12% | Q1 2016 | Q1 2018 | 2 |
Elkhorn Investments, LLC | 1 | 1 | 0.91% | 0.93% | 0.95% | Q1 2017 | Q3 2017 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.18% | 0.48% | 0.79% | Q1 2023 | Q1 2023 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.69% | 0.80% | 0.91% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 1.00% | 1.01% | 1.03% | Q1 2018 | Q3 2019 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.23% | 0.37% | 0.51% | Q2 2015 | Q2 2018 | 2 |
Noked Israel Ltd | 2 | 2 | 0.30% | 0.34% | 0.38% | Q3 2019 | Q4 2019 | 2 |
Flossbach von Storch AG Zurich | 2 | 2 | 0.62% | 1.69% | 2.75% | Q1 2020 | Q2 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q2 2019 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 2 | 2 | 11.00% | 21.26% | 31.52% | Q4 2017 | Q1 2018 | 2 |
XY Capital Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2022 | Q4 2022 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.25% | 0.34% | 0.43% | Q1 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Legacy Trust | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q1 2019 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.17% | 0.20% | 0.22% | Q3 2022 | Q1 2023 | 2 |
Kehrs Ridge Capital,LLC | 2 | 2 | 3.29% | 4.83% | 6.38% | Q3 2020 | Q4 2020 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.27% | 0.44% | Q1 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Sandbar Asset Management LLP | 1 | 1 | 1.37% | 2.83% | 4.28% | Q4 2021 | Q2 2022 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.46% | 0.76% | 1.05% | Q1 2019 | Q1 2020 | 2 |
Cooper Financial Group | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.47% | 0.80% | 1.12% | Q2 2013 | Q4 2013 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2022 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Columbia Asset Management | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
StrongBox Wealth, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.49% | 0.70% | 0.91% | Q4 2019 | Q1 2020 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
LUCUS ADVISORS LLC | 2 | 2 | 0.15% | 0.20% | 0.24% | Q2 2015 | Q3 2015 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 2.23% | 2.35% | 2.46% | Q4 2020 | Q1 2021 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q1 2023 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2013 | Q3 2013 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.86% | 1.18% | 1.50% | Q2 2023 | Q3 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Longbow Finance SA | 2 | 2 | 1.18% | 1.21% | 1.25% | Q4 2022 | Q1 2023 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
BOS Asset Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.95% | 1.90% | Q3 2018 | Q3 2019 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.39% | 0.45% | 0.51% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.74% | 0.80% | 0.86% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.32% | 0.39% | 0.45% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.33% | 0.37% | 0.41% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Intermede Investment Partners Ltd | 2 | 2 | 2.94% | 3.04% | 3.15% | Q4 2015 | Q1 2016 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2021 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.54% | 0.86% | 1.18% | Q3 2015 | Q1 2022 | 2 |
Peoples Bank/KS | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q4 2023 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.61% | 0.83% | Q1 2022 | Q2 2023 | 2 |
Port Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q3 2018 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.23% | 0.47% | 0.71% | Q1 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ICICI Prudential Asset Management Co Ltd | 2 | 2 | 0.49% | 0.84% | 1.19% | Q2 2023 | Q3 2023 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.56% | 0.64% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.28% | 0.32% | 0.36% | Q2 2022 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CAPITAL INTERNATIONAL LTD /CA/ | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q2 2020 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 2 |
Perpetual Investment Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Osher Van de Voorde Investment Management | 2 | 2 | 2.60% | 3.16% | 3.72% | Q2 2023 | Q3 2023 | 2 |
CFS, LLC | 2 | 2 | 1.74% | 1.76% | 1.79% | Q2 2014 | Q3 2014 | 2 |
Sather Financial Group Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.88% | 0.92% | 0.96% | Q4 2012 | Q3 2013 | 2 |
King Wealth Management Group | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Tairen Capital Ltd | 1 | 1 | 5.31% | 5.36% | 5.42% | Q3 2019 | Q1 2021 | 2 |
Versor Investments LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 2 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 2 | 2 | 8.27% | 9.05% | 9.84% | Q2 2016 | Q3 2016 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 0.38% | 0.48% | 0.59% | Q2 2015 | Q1 2019 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.14% | 0.16% | 0.18% | Q4 2014 | Q3 2015 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 2 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.34% | 1.45% | 1.55% | Q4 2021 | Q3 2022 | 2 |
Landmark Financial Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GQG Partners LLC | 2 | 2 | 0.70% | 0.96% | 1.22% | Q4 2019 | Q1 2020 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 1.25% | 1.62% | 1.99% | Q4 2018 | Q1 2019 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerson Point Capital LP | 1 | 1 | 0.91% | 2.13% | 3.35% | Q2 2021 | Q4 2021 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Nekton Capital Ltd. | 2 | 2 | 2.10% | 3.62% | 5.13% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q1 2015 | Q2 2015 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q4 2018 | 2 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.05% | 0.12% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Pinpoint Asset Management Ltd | 2 | 2 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q2 2020 | 2 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 1.81% | 2.20% | 2.59% | Q1 2021 | Q1 2021 | 2 |
Apertura Capital, LLC | 2 | 2 | 1.45% | 2.16% | 2.86% | Q1 2017 | Q2 2017 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Jafra Capital Management LP | 2 | 2 | 0.26% | 0.72% | 1.17% | Q1 2018 | Q2 2018 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.22% | 0.42% | Q4 2015 | Q4 2020 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Kepos Capital LP | 1 | 1 | 0.32% | 0.38% | 0.43% | Q4 2017 | Q2 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Yost Capital Management, LP | 2 | 2 | 8.57% | 8.77% | 8.97% | Q4 2022 | Q1 2023 | 2 |
Corundum Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q4 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Mill Capital Management, LLC | 2 | 2 | 1.08% | 1.13% | 1.19% | Q2 2023 | Q3 2023 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.07% | 0.32% | 0.56% | Q3 2015 | Q4 2015 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.60% | 0.62% | 0.63% | Q1 2021 | Q2 2021 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.09% | 0.17% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.23% | 0.26% | 0.29% | Q4 2015 | Q1 2016 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q2 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q3 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.10% | 0.18% | 0.26% | Q2 2015 | Q3 2015 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.30% | 0.43% | 0.57% | Q1 2019 | Q2 2019 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
One River Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.61% | 0.84% | 1.07% | Q2 2013 | Q1 2014 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gerry Farber, LLC | 2 | 2 | 0.79% | 1.39% | 1.98% | Q2 2013 | Q3 2013 | 2 |
CQS Cayman LP | 2 | 2 | 0.09% | 0.15% | 0.20% | Q2 2019 | Q3 2019 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q2 2016 | Q2 2017 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
TCWP LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Hitchwood Capital Management LP | 1 | 1 | 0.40% | 1.75% | 3.10% | Q4 2017 | Q1 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
J. Goldman & Co LP | 1 | 1 | 1.03% | 1.50% | 1.97% | Q2 2013 | Q3 2014 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.76% | 0.80% | 0.85% | Q4 2021 | Q1 2022 | 2 |
STEWART & PATTEN CO LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Tradeworx Inc. | 2 | 2 | 0.21% | 0.27% | 0.33% | Q1 2014 | Q2 2014 | 2 |
Red Tortoise LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
One Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FORESTERS ASSET MANAGEMENT INC. | 2 | 2 | 0.13% | 0.26% | 0.40% | Q2 2016 | Q3 2016 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2018 | Q2 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.35% | 0.42% | 0.49% | Q4 2022 | Q1 2023 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.03% | 0.12% | 0.20% | Q3 2015 | Q4 2015 | 2 |
Lee Capital Holdings LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2022 | Q2 2022 | 1 |
MIK Capital, LP | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2020 | Q4 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2017 | Q2 2017 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Resource Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Game Creek Capital, LP | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2020 | Q2 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
National Investment Services of America, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2019 | Q4 2019 | 1 |
HC Financial Advisors, Inc. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2018 | Q3 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2020 | Q1 2020 | 1 |
HC Advisors, LLC | 1 | 1 | 4.31% | 4.31% | 4.31% | Q1 2020 | Q1 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Mosaic Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
One01 Capital, LP | 1 | 1 | 10.67% | 10.67% | 10.67% | Q1 2023 | Q1 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WP Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Polianta Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Stormborn Capital Management, LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2023 | Q1 2023 | 1 |
Kissinger Financial Services LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Catamount Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
Opera Trading Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
FengHe Fund Management Pte. Ltd. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2022 | Q4 2022 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Manitou Investment Management Ltd. | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2023 | Q3 2023 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sandia Investment Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Tech Square Trading LP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2018 | Q4 2018 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Nair Vinay | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
China Universal Asset Management Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BLS GLOBAL EQUITIES LLC | 1 | 1 | 4.34% | 4.34% | 4.34% | Q4 2016 | Q4 2016 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
William Allan Corp | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alpha Square Group S LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2022 | Q1 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2013 | Q3 2013 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2023 | Q1 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Hook Mill Capital Partners, LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Citizens Business Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2019 | Q1 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2020 | Q4 2020 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.66% | 2.66% | 2.66% | Q2 2018 | Q2 2018 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | 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 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2019 | Q3 2019 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2021 | Q3 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Hartford Funds Management Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Family Management Corp | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2016 | Q3 2016 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2018 | Q2 2018 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Duquesne Family Office | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2016 | Q1 2016 | 1 |
Crestline Management, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
Jump Trading, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2016 | Q3 2016 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2020 | Q2 2020 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independent Franchise Partners LLP | 1 | 1 | 3.23% | 3.23% | 3.23% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2014 | Q1 2014 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Power Corp of Canada | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
MERIDIAN MANAGEMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2013 | Q3 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2013 | Q3 2013 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2015 | Q1 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2014 | Q1 2014 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Harvey Partners, LLC | 1 | 1 | 3.85% | 3.85% | 3.85% | Q2 2017 | Q2 2017 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Boston Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Calypso Capital Management, LP | 1 | 1 | 6.48% | 6.48% | 6.48% | Q3 2014 | Q3 2014 | 1 |
Estabrook Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HighVista Strategies LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2013 | Q3 2013 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2021 | Q3 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
PacWest Financial Management Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Apex Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
CURIAN CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
American Beacon Advisors, Inc. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2017 | Q1 2017 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2023 | Q3 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 4.42% | 4.42% | 4.42% | Q4 2022 | Q4 2022 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2019 | Q3 2019 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2019 | Q4 2019 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2021 | Q4 2021 | 1 |
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This page lists all the filers that currently own LAUDER ESTEE COS INC or have owned LAUDER ESTEE COS INC in the past.