Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 115 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 100 |
Citadel Advisors | 29 | 12 | 0.00% | 0.01% | 0.18% | Q2 2013 | Q3 2023 | 98 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.13% | Q1 2012 | Q3 2023 | 96 |
Parallax Volatility Advisers, L.P. | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 86 |
JANE STREET GROUP, LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 71 |
WOLVERINE TRADING, LLC | 25 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 70 |
TWO SIGMA INVESTMENTS, LP | 25 | 1 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q4 2021 | 69 |
D. E. Shaw & Co., Inc. | 23 | 1 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.17% | 0.53% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.13% | Q3 2018 | Q3 2023 | 56 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 53 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.01% | 0.04% | 0.36% | Q3 2007 | Q3 2023 | 52 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.05% | 0.08% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.07% | 0.12% | Q3 2011 | Q3 2023 | 49 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.03% | 0.10% | Q4 2011 | Q3 2023 | 48 |
MILLENNIUM MANAGEMENT LLC | 29 | 1 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.04% | 0.10% | Q1 2012 | Q3 2023 | 47 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 46 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.03% | 0.10% | Q1 2013 | Q3 2023 | 45 |
Nuveen Asset Management, LLC | 28 | 12 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 44 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.08% | Q4 2012 | Q3 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 0.04% | 0.08% | 0.15% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.06% | 0.09% | Q4 2012 | Q2 2023 | 43 |
Cubist Systematic Strategies, LLC | 15 | 2 | 0.00% | 0.07% | 0.37% | Q3 2014 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.07% | 0.10% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.15% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.07% | 0.17% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 43 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 1.35% | 1.99% | 2.56% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.04% | 0.34% | 0.63% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.52% | 0.97% | 1.37% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
NOTTINGHAM ADVISORS, INC. | 42 | 42 | 0.04% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.07% | 0.15% | Q2 2012 | Q4 2022 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.10% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.04% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.16% | Q3 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.08% | 0.18% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SPEECE THORSON CAPITAL GROUP INC | 42 | 42 | 1.53% | 3.97% | 6.15% | Q2 2013 | Q3 2023 | 42 |
GENERAL AMERICAN INVESTORS CO INC | 42 | 42 | 1.04% | 1.48% | 1.92% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CUTLER INVESTMENT COUNSEL LLC | 42 | 42 | 0.84% | 1.56% | 2.19% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.16% | 0.26% | 0.33% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.07% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.12% | 0.46% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.01% | 0.17% | 0.70% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.82% | 1.51% | 2.53% | Q2 2013 | Q3 2023 | 42 |
SHUFRO ROSE & CO LLC | 39 | 1 | 0.02% | 0.13% | 0.66% | Q3 2012 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.47% | 1.69% | 7.78% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.17% | 0.87% | 1.47% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.22% | 0.68% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.03% | 0.06% | 0.12% | Q4 2012 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Hardman Johnston Global Advisors LLC | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.01% | 0.48% | 1.03% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.09% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.01% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.05% | 0.23% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.11% | 0.29% | 0.71% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.51% | 0.85% | 1.21% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.31% | 0.59% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.31% | 0.66% | 1.56% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Smith, Graham & Co., Investment Advisors, LP | 42 | 42 | 0.32% | 0.48% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 0.03% | 0.88% | 1.61% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 0.34% | 0.53% | 0.83% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.08% | 0.76% | Q2 2013 | Q4 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.08% | 0.28% | 0.42% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 0.07% | 1.26% | 2.67% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.10% | 0.22% | 0.50% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.04% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.18% | 0.30% | 0.41% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Artisan Partners Limited Partnership | 42 | 42 | 0.07% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Lesa Sroufe & Co | 36 | 5 | 1.69% | 3.09% | 4.84% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.04% | 0.09% | 0.13% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 41 |
STRS OHIO | 40 | 1 | 0.01% | 0.11% | 0.51% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Robeco Institutional Asset Management B.V. | 27 | 14 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 41 | 41 | 0.02% | 0.10% | 0.30% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.03% | 0.15% | Q4 2012 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.01% | 0.37% | 1.13% | Q2 2013 | Q3 2023 | 41 |
STATE OF WISCONSIN INVESTMENT BOARD | 24 | 17 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Sky Investment Group LLC | 41 | 41 | 0.70% | 1.44% | 1.96% | Q3 2013 | Q3 2023 | 41 |
CONNING INC. | 29 | 12 | 0.01% | 0.27% | 1.26% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 41 | 41 | 0.03% | 0.60% | 1.69% | Q2 2013 | Q2 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.08% | 0.16% | Q1 2013 | Q3 2023 | 41 |
BANK OF NOVA SCOTIA | 40 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Coastline Trust Co | 41 | 41 | 0.04% | 0.59% | 0.89% | Q2 2013 | Q2 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 38 | 3 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems | 37 | 3 | 0.04% | 0.09% | 0.13% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
BNP Paribas Asset Management Holding S.A. | 34 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Greylin Investment Management, Inc | 40 | 40 | 0.11% | 0.28% | 0.55% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 40 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 2 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Korea Investment CORP | 34 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Allianz Asset Management GmbH | 23 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.20% | 0.28% | 0.35% | Q2 2013 | Q1 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 26 | 14 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.04% | 0.10% | 0.17% | Q4 2013 | Q3 2023 | 40 |
LOOMIS SAYLES & CO L P | 34 | 1 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 40 |
APG Asset Management N.V. | 22 | 18 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 33 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
WBH ADVISORY INC | 29 | 2 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q2 2023 | 39 |
BURNEY CO/ | 14 | 1 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 39 |
FENIMORE ASSET MANAGEMENT INC | 39 | 39 | 0.89% | 1.75% | 2.55% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q3 2023 | 39 |
AMERICAN CENTURY COMPANIES INC | 39 | 39 | 0.00% | 0.14% | 0.28% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.04% | 0.08% | 0.15% | Q1 2014 | Q3 2023 | 39 |
TWO SIGMA ADVISERS, LP | 20 | 2 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q4 2022 | 39 |
Focused Wealth Management, Inc | 21 | 18 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
WELCH & FORBES LLC | 27 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 22 | 17 | 0.01% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 39 |
SG Americas Securities, LLC | 29 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 39 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 6 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.04% | 0.15% | 0.29% | Q2 2013 | Q3 2022 | 38 |
RKL Wealth Management LLC | 26 | 12 | 0.04% | 0.13% | 0.32% | Q1 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 38 |
MONETARY MANAGEMENT GROUP INC | 38 | 38 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 38 |
GATEWAY INVESTMENT ADVISERS LLC | 27 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q3 2022 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.09% | 0.17% | 0.36% | Q2 2013 | Q3 2022 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
SENTRY INVESTMENT MANAGEMENT LLC | 27 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 37 |
DEAN INVESTMENT ASSOCIATES, LLC | 37 | 37 | 0.08% | 0.20% | 0.67% | Q2 2013 | Q2 2022 | 37 |
National Pension Service | 37 | 37 | 0.05% | 0.09% | 0.13% | Q3 2014 | Q3 2023 | 37 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 37 |
Wellington Shields & Co., LLC | 13 | 1 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2023 | 37 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q2 2018 | 37 |
Nexus Investment Management ULC | 29 | 8 | 0.03% | 0.65% | 3.63% | Q2 2013 | Q3 2022 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 37 |
HBK Sorce Advisory LLC | 37 | 37 | 0.06% | 0.22% | 0.40% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Norinchukin Bank, The | 36 | 1 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.13% | 0.25% | 0.36% | Q4 2014 | Q3 2023 | 36 |
CRAWFORD INVESTMENT COUNSEL INC | 36 | 36 | 1.02% | 1.80% | 2.39% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2022 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 2 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 36 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 36 |
MACKENZIE FINANCIAL CORP | 23 | 13 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q1 2022 | 36 |
EVERENCE CAPITAL MANAGEMENT INC | 36 | 36 | 0.04% | 0.10% | 0.19% | Q4 2014 | Q3 2023 | 36 |
First Washington CORP | 35 | 35 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.07% | 0.28% | 0.58% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 23 | 12 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 35 |
DnB Asset Management AS | 32 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q4 2023 | 35 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.01% | 0.11% | 0.26% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.01% | 0.20% | 0.40% | Q1 2015 | Q3 2023 | 35 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 23 | 12 | 0.08% | 0.19% | 0.37% | Q2 2013 | Q4 2022 | 35 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Baillie Gifford | 31 | 3 | 0.00% | 0.38% | 1.24% | Q2 2013 | Q4 2022 | 34 |
RAYMOND JAMES & ASSOCIATES | 32 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 4 | 0.01% | 0.14% | 0.47% | Q3 2013 | Q3 2023 | 34 |
CHARTWELL INVESTMENT PARTNERS, LLC | 34 | 34 | 0.01% | 0.09% | 0.25% | Q2 2015 | Q3 2023 | 34 |
PineBridge Investments, L.P. | 31 | 1 | 0.00% | 0.17% | 0.69% | Q2 2013 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
Manchester Capital Management LLC | 31 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 33 |
MARATHON ASSET MANAGEMENT LLP | 33 | 33 | 0.12% | 0.66% | 1.31% | Q2 2013 | Q2 2021 | 33 |
TDAM USA INC. | 33 | 33 | 0.02% | 0.12% | 0.63% | Q4 2013 | Q4 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 33 |
LGT CAPITAL PARTNERS LTD. | 25 | 8 | 0.25% | 1.56% | 2.98% | Q2 2014 | Q3 2023 | 33 |
W.G. Shaheen & Associates DBA Whitney & Co | 29 | 4 | 0.03% | 0.87% | 2.15% | Q2 2013 | Q3 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 33 |
Advisors Asset Management, Inc. | 15 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
FINANCIAL CONSULATE, INC | 33 | 33 | 0.08% | 0.23% | 0.40% | Q4 2014 | Q4 2022 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
BOKF, NA | 9 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 33 |
Epoch Investment Partners, Inc. | 26 | 7 | 0.00% | 0.04% | 0.16% | Q2 2014 | Q3 2023 | 33 |
Ruffer LLP | 18 | 4 | 0.03% | 0.43% | 2.22% | Q2 2013 | Q3 2023 | 32 |
Parkside Financial Bank & Trust | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.03% | 0.10% | 0.20% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 18 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 32 |
Buffington Mohr McNeal | 32 | 32 | 0.07% | 0.22% | 0.42% | Q4 2015 | Q3 2023 | 32 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 32 |
Candriam S.C.A. | 32 | 32 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
ONTARIO TEACHERS PENSION PLAN BOARD | 26 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 32 |
CANADA PENSION PLAN INVESTMENT BOARD | 32 | 32 | 0.00% | 0.05% | 0.13% | Q1 2013 | Q4 2020 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 3 | 0.02% | 0.09% | 0.64% | Q2 2013 | Q3 2022 | 31 |
Brown Advisory Securities, LLC | 31 | 31 | 0.05% | 0.30% | 0.62% | Q2 2013 | Q4 2020 | 31 |
Johnson Financial Group, Inc. | 27 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 31 |
PRUDENTIAL PLC | 21 | 3 | 0.01% | 0.15% | 0.36% | Q3 2014 | Q3 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 25 | 6 | 0.00% | 0.02% | 0.13% | Q3 2013 | Q4 2022 | 31 |
Baird Financial Group, Inc. | 13 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Tarbox Family Office, Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 31 |
QCI ASSET MANAGEMENT INC/NY | 28 | 3 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2020 | 31 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 4 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 31 |
King Wealth Management Group | 23 | 8 | 0.06% | 0.14% | 0.27% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
NATIXIS | 14 | 1 | 0.00% | 0.05% | 0.24% | Q3 2013 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q3 2020 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.06% | 0.31% | 0.53% | Q2 2016 | Q3 2023 | 30 |
VONTOBEL ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.50% | 1.76% | Q2 2016 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 30 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 29 | 1 | 0.04% | 0.26% | 1.61% | Q1 2016 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q3 2023 | 30 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30 | 30 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Tredje AP-fonden | 20 | 2 | 0.03% | 0.10% | 0.21% | Q2 2015 | Q3 2023 | 30 |
Berkshire Hathaway | 30 | 30 | 0.11% | 0.49% | 0.66% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.10% | 0.34% | 1.23% | Q2 2016 | Q3 2023 | 30 |
FIRST NATIONAL BANK OF OMAHA | 27 | 3 | 0.01% | 0.39% | 0.67% | Q2 2013 | Q4 2022 | 30 |
Giverny Capital | 20 | 10 | 0.04% | 3.00% | 4.96% | Q1 2015 | Q3 2023 | 30 |
BARINGS LLC | 30 | 30 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 30 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 25 | 4 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q4 2023 | 29 |
REGENTATLANTIC CAPITAL LLC | 28 | 1 | 0.01% | 0.04% | 0.18% | Q4 2014 | Q3 2022 | 29 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 1 | 0.00% | 0.10% | 0.46% | Q2 2013 | Q4 2022 | 29 |
Renaissance Technologies | 18 | 4 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q1 2020 | 29 |
INGALLS & SNYDER LLC | 17 | 12 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Anchor Investment Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2023 | 29 |
Glassman Wealth Services | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
PGGM Investments | 23 | 1 | 0.00% | 0.12% | 0.23% | Q1 2013 | Q2 2021 | 28 |
SUMMITRY LLC | 28 | 28 | 0.06% | 0.15% | 0.27% | Q2 2016 | Q1 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.02% | 0.45% | 1.29% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Oakworth Capital, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 28 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
GRANDFIELD & DODD, LLC | 28 | 28 | 0.05% | 1.28% | 1.86% | Q4 2016 | Q3 2023 | 28 |
Avior Wealth Management, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 24 | 4 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.04% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Interval Partners, LP | 15 | 1 | 0.06% | 0.35% | 1.25% | Q2 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.24% | 0.78% | Q2 2013 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 16 | 2 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 28 |
ING GROEP NV | 10 | 1 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
ETRADE Capital Management LLC | 17 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2020 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Tufton Capital Management | 27 | 27 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 27 |
ROCKLAND TRUST CO | 14 | 13 | 0.02% | 0.14% | 0.40% | Q2 2013 | Q1 2020 | 27 |
WINTON GROUP Ltd | 11 | 2 | 0.01% | 0.14% | 0.85% | Q2 2014 | Q1 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q2 2020 | 27 |
FIRST MERCANTILE TRUST CO | 14 | 13 | 0.01% | 0.07% | 0.46% | Q2 2013 | Q3 2021 | 27 |
CADENCE CAPITAL MANAGEMENT LLC | 23 | 4 | 0.02% | 0.11% | 0.19% | Q3 2013 | Q3 2020 | 27 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.07% | 0.37% | Q2 2016 | Q3 2023 | 27 |
ORRSTOWN FINANCIAL SERVICES INC | 26 | 1 | 0.20% | 0.50% | 1.06% | Q2 2013 | Q3 2021 | 27 |
TUDOR INVESTMENT CORP ET AL | 7 | 2 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q2 2023 | 27 |
QS Investors, LLC | 25 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2021 | 27 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 2 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
Norway Savings Bank | 26 | 1 | 0.46% | 0.69% | 0.87% | Q4 2016 | Q3 2023 | 27 |
Employees Retirement System of Texas | 25 | 2 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
FIRST MIDWEST BANK TRUST DIVISION | 27 | 27 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 27 |
FDx Advisors, Inc. | 17 | 10 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q4 2019 | 27 |
BANK OF HAWAII | 14 | 2 | 0.03% | 0.09% | 0.23% | Q3 2013 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q4 2021 | 27 |
People's United Financial, Inc. | 26 | 26 | 0.01% | 0.12% | 0.27% | Q3 2013 | Q4 2019 | 26 |
Ascent Wealth Partners, LLC | 26 | 26 | 0.08% | 0.24% | 1.44% | Q4 2013 | Q1 2020 | 26 |
Mariner, LLC | 11 | 1 | 0.01% | 0.07% | 0.25% | Q3 2013 | Q3 2023 | 26 |
FORTE CAPITAL LLC /ADV | 13 | 5 | 0.04% | 0.10% | 0.22% | Q3 2014 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q3 2019 | 26 |
Mirae Asset Global Investments Co., Ltd. | 19 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
FULTON BANK, N.A. | 10 | 6 | 0.01% | 0.07% | 0.20% | Q3 2013 | Q4 2023 | 26 |
MARTINGALE ASSET MANAGEMENT L P | 25 | 1 | 0.01% | 0.23% | 0.64% | Q3 2013 | Q4 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q3 2023 | 26 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.09% | 0.43% | Q3 2018 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Jackson, Grant Investment Advisers, Inc. | 21 | 5 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 25 |
OAKBROOK INVESTMENTS LLC | 16 | 4 | 0.06% | 0.10% | 0.26% | Q2 2013 | Q4 2019 | 25 |
First Eagle Investment Management, LLC | 25 | 25 | 0.00% | 0.05% | 0.38% | Q2 2013 | Q2 2019 | 25 |
WHEATLAND ADVISORS INC | 25 | 25 | 0.44% | 0.53% | 0.78% | Q4 2013 | Q4 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.21% | 1.04% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 2 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 25 |
ADVISOR PARTNERS LLC | 23 | 2 | 0.02% | 0.07% | 0.15% | Q1 2015 | Q2 2022 | 25 |
SKBA CAPITAL MANAGEMENT LLC | 25 | 25 | 1.96% | 2.75% | 4.07% | Q2 2013 | Q2 2019 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
ALTFEST L J & CO INC | 13 | 12 | 0.03% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 25 |
Dai-ichi Life Insurance Company, Ltd | 25 | 25 | 0.01% | 0.04% | 0.21% | Q4 2016 | Q4 2022 | 25 |
FIL Ltd | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.02% | 0.10% | 0.29% | Q1 2013 | Q1 2019 | 25 |
DUNCKER STREETT & CO INC | 25 | 25 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2019 | 25 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 7 | 0.02% | 0.20% | 1.06% | Q2 2013 | Q3 2023 | 25 |
O'Keefe Stevens Advisory, Inc. | 15 | 10 | 0.22% | 0.93% | 2.28% | Q3 2017 | Q4 2023 | 25 |
Kimelman & Baird, LLC | 9 | 1 | 0.39% | 0.68% | 0.84% | Q2 2013 | Q2 2021 | 25 |
Hugh Johnson Advisors LLC | 25 | 25 | 0.09% | 0.15% | 0.32% | Q2 2013 | Q2 2019 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.05% | 0.18% | 0.46% | Q3 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 25 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Kistler-Tiffany Companies, LLC | 17 | 1 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q2 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
NN Investment Partners Holdings N.V. | 12 | 12 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q1 2022 | 24 |
PUTNAM INVESTMENTS LLC | 22 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2021 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 6 | 2 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q3 2023 | 24 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Axiom LLC | 22 | 2 | 0.08% | 0.16% | 0.22% | Q1 2017 | Q2 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.08% | 0.11% | 0.12% | Q2 2013 | Q1 2019 | 24 |
Mn Services Vermogensbeheer B.V. | 20 | 4 | 0.08% | 0.11% | 0.17% | Q1 2016 | Q1 2022 | 24 |
HM PAYSON & CO | 18 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 24 |
D'Orazio & Associates, Inc. | 23 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 24 |
Penserra Capital Management LLC | 19 | 5 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 5 | 0.00% | 0.04% | 0.19% | Q4 2016 | Q3 2023 | 24 |
CULBERTSON A N & CO INC | 23 | 23 | 0.07% | 0.15% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
IMS Capital Management | 22 | 1 | 0.15% | 0.40% | 0.68% | Q4 2014 | Q3 2022 | 23 |
PINNACLE ASSOCIATES LTD | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
PEOPLES FINANCIAL SERVICES CORP. | 14 | 9 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2021 | 23 |
Arnhold LLC | 23 | 23 | 0.69% | 1.19% | 1.97% | Q1 2018 | Q3 2023 | 23 |
Burgundy Asset Management Ltd. | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 23 |
BP PLC | 20 | 1 | 0.02% | 0.08% | 0.11% | Q4 2014 | Q2 2021 | 23 |
SECURITY NATIONAL TRUST CO | 21 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 23 |
LORD, ABBETT & CO. LLC | 23 | 23 | 0.02% | 0.15% | 0.35% | Q2 2013 | Q4 2018 | 23 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 23 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q4 2022 | 23 |
Horizon Kinetics | 23 | 23 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.06% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Douglass Winthrop Advisors, LLC | 23 | 23 | 0.01% | 0.46% | 1.50% | Q2 2013 | Q4 2018 | 23 |
SRB CORP | 17 | 1 | 0.02% | 0.03% | 0.09% | Q3 2014 | Q1 2023 | 23 |
AMICA MUTUAL INSURANCE CO | 19 | 3 | 0.08% | 0.13% | 0.32% | Q2 2013 | Q1 2019 | 22 |
LVW Advisors, LLC | 22 | 22 | 0.05% | 0.13% | 0.20% | Q4 2014 | Q1 2020 | 22 |
FMA ADVISORY INC | 11 | 1 | 0.13% | 0.43% | 0.66% | Q2 2013 | Q3 2020 | 22 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11 | 1 | 0.03% | 0.76% | 2.26% | Q2 2013 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 14 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2019 | 22 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 21 | 1 | 0.12% | 0.44% | 0.74% | Q2 2013 | Q2 2019 | 22 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
TCW GROUP INC | 16 | 6 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q4 2022 | 22 |
Grisanti Capital Management LLC | 22 | 22 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q2 2019 | 22 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 22 |
Burt Wealth Advisors | 22 | 22 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q1 2020 | 22 |
NuWave Investment Management, LLC | 9 | 3 | 0.00% | 0.17% | 0.72% | Q3 2013 | Q3 2022 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2019 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 22 |
FineMark National Bank & Trust | 15 | 7 | 0.00% | 0.14% | 0.32% | Q2 2013 | Q1 2020 | 22 |
Achmea Investment Management B.V. | 11 | 1 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q2 2023 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q3 2018 | 22 |
Allworth Financial LP | 21 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.16% | 0.27% | 0.37% | Q2 2018 | Q3 2023 | 22 |
NBT BANK N A /NY | 22 | 22 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Man Group plc | 21 | 1 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 12 | 10 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
WAFRA INC. | 17 | 5 | 0.29% | 1.04% | 2.13% | Q4 2015 | Q3 2022 | 22 |
RMB Capital Management, LLC | 11 | 11 | 0.01% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 22 |
RATIONAL ADVISORS LLC | 8 | 2 | 0.00% | 0.11% | 0.39% | Q1 2009 | Q3 2020 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q2 2018 | 21 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.07% | 0.22% | Q3 2015 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.01% | 0.17% | 0.74% | Q1 2016 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.03% | 0.39% | 0.65% | Q2 2013 | Q2 2018 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q2 2023 | 21 |
AMICA PENSION FUND BOARD OF TRUSTEES | 19 | 2 | 0.08% | 0.10% | 0.15% | Q2 2013 | Q4 2018 | 21 |
Lloyds Banking Group plc | 15 | 6 | 0.01% | 1.44% | 3.64% | Q2 2013 | Q4 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
GAM Holding AG | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2019 | 21 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 13 | 1 | 0.01% | 0.14% | 0.37% | Q1 2013 | Q3 2023 | 21 |
Transamerica Financial Advisors, Inc. | 11 | 10 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 21 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 21 |
GIRARD PARTNERS LTD. | 18 | 1 | 0.04% | 0.17% | 0.29% | Q4 2013 | Q4 2019 | 20 |
MALTESE CAPITAL MANAGEMENT LLC | 11 | 2 | 0.18% | 1.63% | 4.45% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 20 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.01% | 0.05% | 0.28% | Q4 2015 | Q4 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.13% | 0.30% | 0.55% | Q4 2013 | Q3 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TOMPKINS FINANCIAL CORP | 12 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2023 | 20 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 20 |
South Dakota Investment Council | 14 | 2 | 0.02% | 0.18% | 0.50% | Q1 2015 | Q3 2023 | 20 |
COMMERCE BANK | 13 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Abacus Planning Group, Inc. | 20 | 20 | 0.53% | 1.07% | 2.38% | Q4 2018 | Q3 2023 | 20 |
FIRST HAWAIIAN BANK | 12 | 8 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 20 |
CI INVESTMENTS INC. | 11 | 9 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.04% | 0.04% | Q1 2013 | Q4 2017 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.05% | 0.10% | 0.37% | Q4 2018 | Q3 2023 | 20 |
ClearBridge Investments | 11 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Sageworth Trust Co | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 20 |
Amica Retiree Medical Trust | 17 | 3 | 0.08% | 0.11% | 0.16% | Q4 2013 | Q1 2019 | 20 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.09% | 0.49% | Q3 2014 | Q3 2023 | 20 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.07% | 0.32% | Q3 2014 | Q3 2022 | 20 |
Freedom Investment Management, Inc. | 10 | 1 | 0.02% | 0.04% | 0.14% | Q4 2015 | Q2 2023 | 20 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 15 | 1 | 0.01% | 0.28% | 0.53% | Q2 2013 | Q4 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.09% | 0.10% | 0.13% | Q2 2013 | Q1 2018 | 20 |
1832 Asset Management L.P. | 18 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 19 |
McCollum Christoferson Group LLC | 13 | 1 | 0.07% | 0.70% | 1.46% | Q4 2017 | Q3 2023 | 19 |
TIAA, FSB | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 19 |
SALZHAUER MICHAEL | 16 | 2 | 0.06% | 1.76% | 4.73% | Q4 2015 | Q2 2020 | 19 |
Magnetar Financial LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q4 2022 | 19 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2012 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
UMB Bank, n.a. | 11 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 19 |
DEPRINCE RACE & ZOLLO INC | 19 | 19 | 0.30% | 0.53% | 0.68% | Q2 2013 | Q4 2017 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Prestige Wealth Management Group LLC | 14 | 5 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Brandywine Global Investment Management, LLC | 14 | 5 | 0.11% | 0.15% | 0.19% | Q1 2017 | Q1 2022 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.04% | 0.18% | Q3 2018 | Q3 2023 | 19 |
Asset Dedication, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TRAIN BABCOCK ADVISORS LLC | 19 | 19 | 0.26% | 0.33% | 0.54% | Q2 2013 | Q4 2017 | 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 11 | 8 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 19 |
HANCOCK WHITNEY CORP | 6 | 2 | 0.01% | 0.05% | 0.33% | Q2 2013 | Q3 2023 | 19 |
Sicart Associates LLC | 10 | 1 | 0.05% | 0.14% | 0.32% | Q4 2016 | Q4 2022 | 19 |
Domani Wealth, LLC | 15 | 1 | 0.06% | 0.12% | 0.35% | Q1 2015 | Q1 2021 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.07% | 0.43% | Q4 2015 | Q2 2020 | 19 |
Riggs Asset Managment Co. Inc. | 12 | 7 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Richard Bernstein Advisors LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Joel Isaacson & Co., LLC | 15 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 19 |
Edgestream Partners, L.P. | 9 | 1 | 0.02% | 0.30% | 0.80% | Q2 2015 | Q3 2022 | 18 |
Robinson Value Management, Ltd. | 12 | 1 | 0.01% | 2.52% | 3.97% | Q4 2016 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
Balentine LLC | 9 | 4 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 18 |
DENVER INVESTMENT ADVISORS LLC | 18 | 18 | 0.03% | 0.22% | 0.45% | Q4 2013 | Q1 2018 | 18 |
ALLSTATE CORP | 7 | 1 | 0.02% | 0.08% | 0.18% | Q3 2014 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
DENALI ADVISORS LLC | 8 | 2 | 0.02% | 0.58% | 1.56% | Q2 2013 | Q4 2021 | 18 |
Violich Capital Management, Inc. | 15 | 3 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q4 2019 | 18 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 18 |
Alberta Investment Management Corp | 14 | 1 | 0.00% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 18 |
Principle Wealth Partners LLC | 12 | 1 | 0.03% | 0.07% | 0.21% | Q4 2018 | Q3 2023 | 18 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.14% | 0.46% | Q1 2014 | Q2 2023 | 18 |
Quantitative Investment Management, LLC | 9 | 1 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q2 2023 | 18 |
Vident Investment Advisory, LLC | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2023 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 18 |
USS Investment Management Ltd | 18 | 18 | 0.04% | 0.38% | 1.24% | Q2 2019 | Q3 2023 | 18 |
Aristotle Capital Management, LLC | 18 | 18 | 0.00% | 1.84% | 2.16% | Q2 2013 | Q3 2017 | 18 |
Rehmann Capital Advisory Group | 8 | 3 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 18 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.24% | 1.12% | Q4 2012 | Q4 2022 | 18 |
OLD NATIONAL BANCORP /IN/ | 13 | 5 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2017 | 18 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.04% | 0.21% | Q2 2015 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 13 | 5 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q4 2021 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q3 2017 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Cetera Advisors LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.04% | 0.07% | 0.08% | Q4 2015 | Q1 2020 | 18 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.15% | 0.28% | Q2 2015 | Q2 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Capital Research Global Investors | 17 | 17 | 0.00% | 0.12% | 0.32% | Q3 2016 | Q3 2020 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q4 2022 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 5 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 9 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
BLUESTEIN R H & CO LLC | 5 | 1 | 0.01% | 0.11% | 0.65% | Q2 2013 | Q2 2020 | 17 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.05% | 0.17% | Q3 2018 | Q3 2023 | 17 |
WEALTHFRONT Corp | 10 | 7 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2018 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 17 |
LINCOLN NATIONAL CORP | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Waldron Private Wealth LLC | 17 | 17 | 0.05% | 0.11% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.04% | 0.09% | 0.13% | Q1 2019 | Q2 2023 | 17 |
Essex Financial Services, Inc. | 8 | 3 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 17 |
West Branch Capital LLC | 17 | 17 | 0.26% | 0.37% | 0.53% | Q3 2019 | Q3 2023 | 17 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.20% | 0.47% | 0.74% | Q4 2015 | Q4 2019 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 17 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Yorktown Management & Research Co Inc | 17 | 17 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Edge Wealth Management LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2021 | 17 |
FORSTA AP-FONDEN | 17 | 17 | 0.01% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Armbruster Capital Management, Inc. | 13 | 1 | 0.05% | 0.14% | 0.34% | Q4 2015 | Q3 2022 | 17 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q4 2016 | 17 |
Spot Trading L.L.C | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2016 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Calamos Advisors LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 17 |
Bridgewater Associates | 10 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q1 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.66% | 1.59% | Q2 2013 | Q2 2017 | 17 |
Carnegie Capital Asset Management, LLC | 7 | 1 | 0.01% | 0.07% | 0.27% | Q4 2017 | Q3 2023 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q2 2022 | 16 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 16 | 16 | 0.62% | 1.01% | 1.31% | Q2 2013 | Q1 2017 | 16 |
MUFG Americas Holdings Corp | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.04% | 0.26% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Pendal Group Ltd | 13 | 3 | 0.03% | 0.90% | 1.54% | Q4 2017 | Q4 2022 | 16 |
Fiduciary Trust Co International of Pennsylvania | 9 | 7 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2019 | 16 |
Eagle Ridge Investment Management | 16 | 16 | 0.86% | 1.13% | 1.33% | Q2 2016 | Q1 2020 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2017 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 16 |
Port Capital LLC | 16 | 16 | 1.12% | 2.00% | 3.29% | Q4 2017 | Q3 2021 | 16 |
GLG LLC | 16 | 16 | 0.03% | 0.11% | 0.22% | Q1 2014 | Q4 2017 | 16 |
XML Financial, LLC | 16 | 16 | 0.03% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
WEST PACES ADVISORS INC. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 16 |
LMR Partners LLP | 7 | 1 | 0.01% | 0.21% | 0.86% | Q2 2014 | Q4 2022 | 16 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 1 | 0.07% | 0.16% | 0.28% | Q2 2016 | Q4 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 16 |
CHEMUNG CANAL TRUST CO | 16 | 16 | 0.06% | 0.80% | 1.17% | Q2 2013 | Q1 2017 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.05% | 0.47% | 0.68% | Q2 2013 | Q1 2017 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
MADISON INVESTMENT HOLDINGS INC | 16 | 16 | 0.31% | 0.83% | 1.54% | Q2 2013 | Q1 2017 | 16 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.31% | 0.77% | Q4 2013 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2016 | 15 |
OneDigital Investment Advisors LLC | 9 | 6 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 15 |
ENDEAVOUR CAPITAL ADVISORS INC | 15 | 15 | 0.29% | 0.44% | 0.68% | Q2 2013 | Q4 2016 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 12 | 3 | 0.00% | 0.13% | 0.23% | Q2 2013 | Q2 2020 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q1 2020 | 15 |
ATLAS CAPITAL ADVISORS LLC | 11 | 4 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 15 |
AMG National Trust Bank | 15 | 15 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q1 2017 | 15 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2022 | 15 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 15 | 0.02% | 0.03% | 0.15% | Q2 2016 | Q4 2019 | 15 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 15 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q2 2020 | 15 |
OSSIAM | 8 | 7 | 0.00% | 0.02% | 0.19% | Q4 2018 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 12 | 3 | 0.02% | 0.15% | 0.30% | Q4 2018 | Q3 2022 | 15 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 6 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 15 |
CNB Bank | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 15 |
Polaris Capital Management, LLC | 15 | 15 | 0.75% | 1.30% | 1.77% | Q1 2020 | Q3 2023 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2022 | 15 |
BlackRock Group LTD | 15 | 15 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
WASHINGTON TRUST Co | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Lenox Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q1 2022 | 15 |
Covington Investment Advisors Inc. | 15 | 15 | 1.62% | 1.86% | 2.11% | Q4 2015 | Q2 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.03% | 0.04% | Q3 2011 | Q3 2015 | 15 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 12 | 3 | 0.27% | 0.52% | 2.97% | Q4 2019 | Q3 2023 | 15 |
SouthState Corp | 9 | 6 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.08% | 0.14% | 0.37% | Q1 2020 | Q3 2023 | 15 |
SEGALL BRYANT & HAMILL, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.07% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Hirtle Callaghan & Co LLC | 6 | 3 | 0.03% | 0.08% | 0.17% | Q3 2013 | Q4 2018 | 15 |
Foyston, Gordon, & Payne Inc | 15 | 15 | 0.56% | 0.65% | 0.88% | Q2 2013 | Q4 2016 | 15 |
Financial Gravity Asset Management, Inc. | 7 | 3 | 0.00% | 0.08% | 0.38% | Q1 2018 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 1.17% | 1.50% | 1.85% | Q4 2017 | Q2 2021 | 15 |
Parisi Gray Wealth Management | 15 | 15 | 0.26% | 0.36% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Cipher Capital LP | 5 | 1 | 0.03% | 0.38% | 1.01% | Q2 2013 | Q2 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.08% | 0.13% | 0.19% | Q4 2016 | Q2 2020 | 15 |
Ariel Investments | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
DEARBORN PARTNERS LLC | 11 | 4 | 0.01% | 0.13% | 0.28% | Q2 2013 | Q4 2022 | 15 |
Gratus Capital, LLC | 15 | 15 | 0.15% | 0.19% | 0.22% | Q2 2016 | Q4 2019 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
DAVIS SELECTED ADVISERS | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.27% | 0.51% | 0.73% | Q3 2016 | Q4 2019 | 14 |
Capital World Investors | 7 | 3 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q4 2022 | 14 |
MATRIX ASSET ADVISORS INC/NY | 14 | 14 | 0.40% | 1.41% | 2.46% | Q2 2020 | Q3 2023 | 14 |
Sonora Investment Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 14 |
CenterStar Asset Management, LLC | 6 | 6 | 0.00% | 0.12% | 0.44% | Q1 2021 | Q2 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q2 2020 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q1 2021 | 14 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
abrdn Investment Management Ltd | 8 | 6 | 0.00% | 0.24% | 0.78% | Q2 2013 | Q2 2017 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2016 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 14 |
SMITH ASSET MANAGEMENT GROUP LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 14 |
Benin Management CORP | 13 | 1 | 0.08% | 0.13% | 0.20% | Q4 2016 | Q3 2022 | 14 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 2 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q3 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 13 | 1 | 0.00% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 14 |
Chapman Investment Management, LLC | 14 | 14 | 0.34% | 0.59% | 0.94% | Q1 2020 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.04% | 0.10% | 0.12% | Q2 2013 | Q3 2016 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
Bridgewater Wealth & Financial Management, LLC | 13 | 13 | 1.88% | 2.40% | 3.32% | Q4 2014 | Q4 2017 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2018 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GREENLEAF TRUST | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
Mosaic Family Wealth, LLC | 8 | 5 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q1 2019 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q2 2016 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 9 | 1 | 0.03% | 0.17% | 0.38% | Q3 2016 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 13 |
TOBAM | 13 | 13 | 0.00% | 0.43% | 1.29% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
First Command Financial Services, Inc. | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 13 |
Ilmarinen Mutual Pension Insurance Co | 13 | 13 | 0.07% | 0.12% | 0.16% | Q3 2019 | Q3 2022 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2016 | 13 |
K.J. Harrison & Partners Inc | 12 | 1 | 0.05% | 0.23% | 0.40% | Q4 2014 | Q4 2019 | 13 |
First Command Bank | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 13 |
Marshall Wace North America L.P. | 7 | 1 | 0.00% | 0.04% | 0.20% | Q4 2017 | Q3 2021 | 13 |
BRAUN STACEY ASSOCIATES INC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.12% | 0.26% | Q4 2016 | Q3 2023 | 13 |
Stanley-Laman Group, Ltd. | 13 | 13 | 0.10% | 0.18% | 0.22% | Q4 2016 | Q4 2019 | 13 |
Quadrature Capital Ltd | 6 | 1 | 0.01% | 0.09% | 0.22% | Q4 2015 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Chicago Capital, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Premier Fund Managers Ltd | 13 | 13 | 1.15% | 1.81% | 4.35% | Q2 2020 | Q2 2023 | 13 |
Zions Bancorporation | 11 | 2 | 0.01% | 0.18% | 0.33% | Q1 2015 | Q3 2018 | 13 |
Quantitative Systematic Strategies LLC | 8 | 1 | 0.16% | 0.44% | 0.82% | Q4 2013 | Q1 2021 | 13 |
Illinois Municipal Retirement Fund | 11 | 2 | 0.02% | 0.16% | 0.47% | Q2 2020 | Q3 2023 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.01% | 0.07% | 0.16% | Q1 2019 | Q1 2022 | 13 |
Voya Financial Advisors, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.11% | 0.27% | 0.38% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
MIDWEST INVESTMENT MANAGEMENT LLC | 9 | 3 | 0.35% | 1.50% | 2.26% | Q2 2013 | Q3 2017 | 12 |
Clearstead Advisors, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Cambria Investment Management, L.P. | 11 | 1 | 0.14% | 0.22% | 0.40% | Q2 2017 | Q2 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q2 2023 | 12 |
Arlington Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 12 |
CAPITAL GUARDIAN TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.19% | 0.42% | Q2 2016 | Q2 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Godshalk Welsh Capital Management, Inc. | 5 | 1 | 0.15% | 0.36% | 0.67% | Q4 2014 | Q3 2022 | 12 |
NUANCE INVESTMENTS, LLC | 12 | 12 | 0.08% | 1.26% | 3.43% | Q1 2015 | Q4 2017 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.30% | 0.48% | Q1 2017 | Q4 2022 | 12 |
Baker Avenue Asset Management, LP | 7 | 5 | 0.00% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 12 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 5 | 0.03% | 0.17% | 0.32% | Q2 2014 | Q2 2021 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.17% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 12 |
CITIZENS & NORTHERN CORP | 12 | 12 | 0.25% | 0.29% | 0.32% | Q2 2013 | Q1 2016 | 12 |
MOODY LYNN & LIEBERSON, LLC | 12 | 12 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q1 2020 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 12 |
BlueMar Capital Management, LLC | 7 | 2 | 0.21% | 1.52% | 2.32% | Q3 2018 | Q4 2021 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.16% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 4 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q4 2019 | 12 |
Formidable Asset Management, LLC | 11 | 1 | 0.02% | 0.04% | 0.24% | Q3 2013 | Q1 2019 | 12 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 12 | 12 | 1.15% | 1.44% | 1.72% | Q4 2014 | Q3 2017 | 12 |
SEIZERT CAPITAL PARTNERS, LLC | 12 | 12 | 1.09% | 1.27% | 1.52% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.12% | 0.22% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 4 | 2 | 0.00% | 0.04% | 0.24% | Q3 2018 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Courant Investment Management LLC | 12 | 12 | 0.62% | 3.38% | 5.17% | Q3 2019 | Q2 2022 | 12 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 12 |
Hunter Perkins Capital Management, LLC | 12 | 12 | 0.04% | 0.70% | 3.05% | Q4 2020 | Q3 2023 | 12 |
EULAV Asset Management | 12 | 12 | 0.20% | 0.39% | 0.66% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
VALLEY WEALTH MANAGERS, INC. | 5 | 3 | 0.00% | 0.29% | 1.36% | Q2 2016 | Q2 2023 | 12 |
Prentice Wealth Management LLC | 11 | 11 | 0.01% | 0.15% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Verity Asset Management, Inc. | 10 | 1 | 0.21% | 0.31% | 0.49% | Q1 2017 | Q1 2023 | 11 |
CIBC Private Wealth Group, LLC | 8 | 3 | 0.00% | 0.07% | 0.12% | Q1 2014 | Q2 2018 | 11 |
Pearl River Capital, LLC | 7 | 1 | 0.05% | 0.25% | 0.52% | Q1 2019 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
VisionPoint Advisory Group, LLC | 11 | 11 | 0.04% | 1.36% | 3.46% | Q1 2021 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Riverview Trust Co | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q2 2017 | 11 |
Wedgewood Partners | 11 | 11 | 0.01% | 5.00% | 6.39% | Q3 2013 | Q1 2016 | 11 |
Somerset Trust Co | 11 | 11 | 0.14% | 0.17% | 0.22% | Q3 2020 | Q1 2023 | 11 |
HENNESSY ADVISORS INC | 4 | 3 | 0.03% | 0.08% | 0.12% | Q3 2015 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 11 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 2 | 0.04% | 0.27% | 0.95% | Q2 2013 | Q3 2023 | 11 |
Gillson Capital LP | 4 | 1 | 0.54% | 1.90% | 3.18% | Q4 2016 | Q3 2022 | 11 |
Sciencast Management LP | 2 | 1 | 0.05% | 0.43% | 0.93% | Q2 2016 | Q1 2022 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.05% | Q3 2017 | Q1 2020 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 2 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 11 |
ABSHER WEALTH MANAGEMENT, LLC | 11 | 11 | 3.60% | 5.38% | 7.41% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q4 2022 | 11 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.06% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 11 |
CENTRAL TRUST Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON TRUST BANK | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 11 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 11 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.10% | 0.31% | Q1 2017 | Q2 2023 | 11 |
Alexandria Capital, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 11 |
ST GERMAIN D J CO INC | 5 | 3 | 0.00% | 0.13% | 0.18% | Q4 2015 | Q4 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 4 | 0.01% | 0.21% | 0.38% | Q2 2013 | Q1 2023 | 11 |
Engineers Gate Manager LP | 3 | 1 | 0.02% | 0.19% | 0.48% | Q2 2016 | Q4 2022 | 11 |
EMERSON INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.09% | 0.94% | 1.21% | Q2 2013 | Q4 2015 | 11 |
CHICAGO EQUITY PARTNERS LLC | 7 | 1 | 0.01% | 0.14% | 0.70% | Q3 2013 | Q1 2020 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.20% | 0.32% | Q2 2013 | Q4 2015 | 11 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
NICOLA WEALTH MANAGEMENT LTD. | 11 | 11 | 0.80% | 1.29% | 1.74% | Q1 2018 | Q3 2020 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.04% | 0.15% | Q4 2022 | Q3 2023 | 11 |
Thomasville National Bank | 7 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q4 2019 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.24% | 0.46% | Q1 2014 | Q1 2022 | 11 |
ALPS ADVISORS INC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.14% | 0.40% | 0.54% | Q1 2020 | Q3 2022 | 11 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.03% | 0.10% | Q1 2013 | Q3 2023 | 11 |
Soros Fund Management | 8 | 2 | 0.02% | 0.12% | 0.40% | Q1 2018 | Q4 2021 | 10 |
River Road Asset Management, LLC | 10 | 10 | 0.06% | 0.20% | 0.31% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN EDWARDS INC | 8 | 2 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q1 2023 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.02% | 0.13% | 0.35% | Q4 2014 | Q2 2020 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
IBERIABANK CORP | 10 | 10 | 0.15% | 0.28% | 0.40% | Q3 2013 | Q4 2015 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q4 2016 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES INC | 9 | 1 | 0.03% | 0.04% | 0.10% | Q4 2014 | Q4 2018 | 10 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Laffer Tengler Investments, Inc. | 10 | 10 | 0.48% | 0.55% | 0.65% | Q4 2016 | Q1 2019 | 10 |
Ethic Inc. | 10 | 10 | 0.03% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
MAI Capital Management | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Coho Partners, Ltd. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 10 |
FIRST NIAGARA BANK | 10 | 10 | 0.06% | 0.08% | 0.12% | Q1 2014 | Q2 2016 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Crestline Management, LP | 4 | 1 | 0.05% | 0.50% | 1.31% | Q3 2016 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q2 2018 | 10 |
IFG Advisory, LLC | 9 | 1 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 10 |
High Falls Advisors, Inc | 9 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 10 |
Savant Capital, LLC | 7 | 3 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 10 |
Independent Portfolio Consultants, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2017 | 10 |
Lenox Wealth Management, Inc. | 9 | 1 | 0.00% | 0.18% | 0.25% | Q4 2013 | Q1 2020 | 10 |
JONES FINANCIAL COMPANIES LLLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 10 |
CT Financial Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 10 |
CANANDAIGUA NATIONAL CORP | 9 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2022 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
MSD Partners, L.P. | 10 | 10 | 0.10% | 0.21% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Euclid Advisors LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2016 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 10 | 10 | 0.29% | 0.42% | 0.69% | Q1 2021 | Q2 2023 | 10 |
Procyon Advisors, LLC | 7 | 3 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 10 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.09% | 0.51% | 1.15% | Q2 2014 | Q3 2019 | 10 |
WealthTrust-Arizona, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2015 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.25% | 0.27% | 0.30% | Q2 2013 | Q3 2015 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q3 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.16% | 0.48% | Q2 2013 | Q3 2015 | 10 |
HUTNER CAPITAL MANAGEMENT INC | 10 | 10 | 0.23% | 0.35% | 0.45% | Q3 2016 | Q4 2018 | 10 |
Horizon Investments, LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 8 | 1 | 0.00% | 0.64% | 1.30% | Q1 2018 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Barrett Asset Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.42% | 0.70% | 1.21% | Q3 2021 | Q3 2023 | 9 |
Penn Capital Management Company, LLC | 9 | 9 | 0.03% | 0.10% | 0.32% | Q4 2020 | Q4 2022 | 9 |
NSB Advisors LLC | 9 | 9 | 0.41% | 0.73% | 1.28% | Q1 2013 | Q1 2015 | 9 |
Alaska Permanent Fund Corp | 7 | 2 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.04% | 0.07% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2023 | 9 |
TWIN CAPITAL MANAGEMENT INC | 7 | 2 | 0.04% | 0.10% | 0.34% | Q2 2013 | Q3 2018 | 9 |
Waverly Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 9 |
Laurel Grove Capital, LLC | 9 | 9 | 0.21% | 0.24% | 0.26% | Q2 2013 | Q2 2015 | 9 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.01% | 0.08% | 0.10% | Q1 2014 | Q2 2020 | 9 |
Lomas Capital Management, LLC | 9 | 9 | 0.80% | 1.97% | 4.15% | Q4 2017 | Q4 2019 | 9 |
Gardner Russo & Gardner | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Annandale Capital, LLC | 9 | 9 | 0.32% | 0.81% | 1.10% | Q1 2021 | Q1 2023 | 9 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.07% | 0.25% | Q1 2014 | Q2 2021 | 9 |
SUSQUEHANNA TRUST & INVESTMENT CO | 9 | 9 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2015 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
State of Wyoming | 6 | 3 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Latitude Advisors, LLC | 9 | 9 | 0.10% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.17% | 0.31% | Q4 2015 | Q1 2023 | 9 |
BEACON FINANCIAL GROUP | 7 | 2 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 9 |
Graypoint LLC | 8 | 1 | 0.03% | 0.11% | 0.38% | Q1 2020 | Q3 2022 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Corient Capital Partners, LLC | 5 | 4 | 0.02% | 0.06% | 0.11% | Q3 2016 | Q3 2022 | 9 |
HighMark Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.08% | 0.17% | Q1 2017 | Q3 2023 | 9 |
Pegasus Asset Management, Inc. | 9 | 9 | 1.60% | 1.89% | 2.18% | Q4 2017 | Q4 2019 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
DAVIS CAPITAL PARTNERS, LLC | 9 | 9 | 1.04% | 1.35% | 1.75% | Q2 2014 | Q2 2016 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Numeric Investors LLC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q4 2017 | 9 |
I.G. INVESTMENT MANAGEMENT, LTD. | 9 | 9 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2015 | 9 |
LSV ASSET MANAGEMENT | 5 | 1 | 0.00% | 0.06% | 0.33% | Q2 2016 | Q3 2023 | 9 |
ETF MANAGERS GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Piscataqua Savings Bank | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 9 |
Emancipation Management LLC | 9 | 9 | 0.61% | 0.87% | 1.28% | Q2 2015 | Q2 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 9 |
Lee Financial Co | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Hexavest Inc. | 6 | 3 | 0.00% | 0.39% | 0.66% | Q2 2019 | Q3 2021 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Evolution Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
MIROVA | 9 | 9 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 9 |
GENESEE VALLEY TRUST CO | 9 | 9 | 0.14% | 0.25% | 0.32% | Q4 2013 | Q4 2015 | 9 |
STABLEFORD CAPITAL II LLC | 7 | 2 | 0.36% | 0.85% | 1.24% | Q2 2020 | Q3 2023 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.08% | 0.19% | Q1 2014 | Q2 2023 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 9 |
BURNS J W & CO INC/NY | 9 | 9 | 0.03% | 0.12% | 0.20% | Q3 2021 | Q3 2023 | 9 |
CHEMICAL BANK | 5 | 4 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2017 | 9 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q3 2019 | 9 |
FARMERS TRUST CO | 9 | 9 | 0.24% | 0.26% | 0.30% | Q4 2017 | Q4 2019 | 9 |
OXFORD ASSET MANAGEMENT LLP | 8 | 8 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q4 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q1 2020 | 8 |
Court Place Advisors, LLC | 4 | 2 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.38% | 0.68% | 1.72% | Q4 2021 | Q4 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 8 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 8 |
Tidal Investments LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Prana Capital Management, LP | 7 | 1 | 0.24% | 1.90% | 4.02% | Q4 2019 | Q3 2022 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Crosspoint Capital Strategies, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2015 | 8 |
Legacy Advisors, LLC | 6 | 2 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q2 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 8 |
Princeton Global Asset Management LLC | 6 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 8 |
MOTCO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 6 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.04% | 0.15% | Q1 2022 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 8 | 8 | 0.37% | 1.37% | 1.91% | Q4 2021 | Q3 2023 | 8 |
DUBUQUE BANK & TRUST CO | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 8 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 8 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.48% | 0.58% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SlateStone Wealth, LLC | 6 | 2 | 0.27% | 0.56% | 0.84% | Q4 2019 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.69% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Point72 Europe (London) LLP | 8 | 8 | 0.42% | 1.64% | 3.41% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Zurich Insurance Group Ltd/FI | 5 | 3 | 0.08% | 0.11% | 0.13% | Q1 2016 | Q1 2018 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.39% | 0.42% | 0.47% | Q2 2013 | Q1 2015 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 8 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
STEPHENS INC /AR/ | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.15% | 0.22% | 0.35% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 8 |
Capital Impact Advisors, LLC | 8 | 8 | 0.28% | 0.41% | 0.57% | Q1 2015 | Q4 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MILES CAPITAL, INC. | 8 | 8 | 0.17% | 0.62% | 0.86% | Q2 2016 | Q1 2018 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 1.58% | 2.31% | 2.93% | Q4 2021 | Q3 2023 | 8 |
Unigestion Holding SA | 6 | 2 | 0.07% | 0.64% | 1.42% | Q2 2018 | Q2 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Renaissance Investment Group LLC | 8 | 8 | 1.17% | 1.39% | 1.66% | Q3 2017 | Q2 2019 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.13% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Omnia Family Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
WESBANCO BANK INC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.05% | 0.41% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.06% | 0.08% | 0.12% | Q2 2017 | Q1 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q3 2016 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.45% | 0.56% | 0.68% | Q4 2017 | Q3 2019 | 8 |
Dorsey & Whitney Trust CO LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Azora Capital LP | 3 | 1 | 0.40% | 3.90% | 7.30% | Q2 2018 | Q3 2023 | 8 |
Assured Investment Management LLC | 5 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q1 2019 | 8 |
PLIMOTH TRUST CO LLC | 8 | 8 | 0.23% | 0.41% | 0.64% | Q1 2018 | Q4 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2021 | 8 |
Algebris (UK) Ltd | 4 | 1 | 0.16% | 5.52% | 12.10% | Q4 2018 | Q3 2023 | 8 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.28% | 0.36% | 0.41% | Q4 2017 | Q1 2020 | 8 |
Resonant Capital Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.06% | 0.23% | Q2 2021 | Q2 2023 | 8 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
TIAA CREF TRUST CO FSB/MO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 8 |
Holocene Advisors, LP | 3 | 1 | 0.02% | 0.13% | 0.28% | Q2 2020 | Q2 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
ARGENT TRUST Co | 8 | 8 | 0.12% | 0.18% | 0.26% | Q4 2015 | Q3 2017 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.39% | 0.94% | Q2 2014 | Q2 2021 | 7 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.12% | 0.19% | 0.26% | Q4 2014 | Q1 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cinctive Capital Management LP | 6 | 1 | 0.08% | 0.34% | 0.56% | Q2 2021 | Q3 2023 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.24% | 0.35% | 0.49% | Q4 2021 | Q2 2023 | 7 |
Douglas Lane & Associates, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
BANK OF STOCKTON | 7 | 7 | 0.11% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.76% | 1.04% | Q1 2020 | Q3 2021 | 7 |
Ergoteles LLC | 5 | 1 | 0.01% | 0.15% | 0.37% | Q3 2020 | Q2 2023 | 7 |
BerganKDV Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 7 |
HOWARD WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.28% | 0.49% | Q4 2019 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.14% | 0.31% | Q2 2015 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.29% | 0.48% | 0.55% | Q2 2013 | Q4 2014 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.25% | 0.43% | 0.52% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Bowling Portfolio Management LLC | 4 | 3 | 0.05% | 0.53% | 1.29% | Q3 2013 | Q4 2019 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Lokken Investment Group LLC | 7 | 7 | 0.27% | 0.43% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Spectrum Asset Management, Inc. (NB/CA) | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.15% | 0.23% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Cribstone Capital Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
NAVELLIER & ASSOCIATES INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2015 | 7 |
CFS Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Shepherd Financial Partners LLC | 3 | 2 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q3 2023 | 7 |
Meiji Yasuda Life Insurance Co | 4 | 3 | 0.01% | 0.07% | 0.16% | Q3 2018 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.17% | 0.22% | 0.25% | Q2 2013 | Q4 2014 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.16% | 0.32% | 0.41% | Q4 2018 | Q3 2022 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 1 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q2 2016 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
OAK ASSOCIATES LTD /OH/ | 6 | 1 | 0.79% | 0.91% | 0.96% | Q2 2013 | Q1 2015 | 7 |
Independent Advisor Alliance | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q4 2022 | 7 |
Sterling Capital Management LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2019 | 7 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Visium Asset Management, LP | 4 | 3 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2015 | 7 |
JMAC ENTERPRISES LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.10% | 0.18% | Q4 2017 | Q4 2020 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.18% | 0.32% | 0.57% | Q1 2019 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Checchi Capital Advisers, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.31% | 0.38% | 0.45% | Q3 2021 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Brown Capital Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.06% | 0.31% | 0.42% | Q2 2013 | Q4 2014 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.01% | 0.25% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
JNBA Financial Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 7 |
Machina Capital S.A.S. | 3 | 1 | 0.00% | 0.30% | 0.69% | Q4 2018 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Bryant Woods Investment Advisors, LLC | 7 | 7 | 0.17% | 0.37% | 0.70% | Q1 2022 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 3 | 0.01% | 0.12% | 0.33% | Q4 2017 | Q4 2022 | 7 |
Fusion Investment Group, LLC | 7 | 7 | 0.11% | 0.28% | 0.50% | Q4 2013 | Q2 2015 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
AE Wealth Management LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 7 |
Trust Asset Management LLC | 7 | 7 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WealthCare Investment Partners, LLC | 7 | 7 | 0.18% | 0.25% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Autonomy Capital (Jersey) L.P. | 7 | 7 | 0.09% | 0.26% | 0.41% | Q2 2013 | Q4 2014 | 7 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 6 |
Natixis Investment Managers International | 2 | 2 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q2 2022 | 6 |
LVZ, Inc. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.02% | 0.08% | 0.10% | Q3 2017 | Q4 2022 | 6 |
FWL INVESTMENT MANAGEMENT, LLC | 6 | 6 | 1.26% | 2.37% | 3.80% | Q1 2021 | Q2 2022 | 6 |
VAUGHAN & Co SECURITIES, INC. | 6 | 6 | 0.26% | 0.38% | 0.59% | Q2 2022 | Q3 2023 | 6 |
UBS OCONNOR LLC | 3 | 1 | 0.02% | 0.14% | 0.23% | Q1 2015 | Q1 2018 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2019 | 6 |
Quantamental Technologies LLC | 5 | 1 | 0.06% | 0.18% | 0.44% | Q4 2018 | Q2 2020 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Bruderman Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.24% | 0.36% | 0.56% | Q2 2022 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
WMS Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q4 2019 | 6 |
Riverstone Advisors, LLC | 6 | 6 | 0.21% | 0.32% | 0.40% | Q1 2019 | Q2 2020 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.02% | 0.21% | 0.65% | Q1 2020 | Q4 2022 | 6 |
L.M. KOHN & COMPANY | 6 | 6 | 0.13% | 0.19% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Crestwood Advisors Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 5 | 1 | 0.02% | 0.39% | 0.53% | Q1 2013 | Q2 2019 | 6 |
Connecticut Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Siemens Fonds Invest GmbH | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Caprock Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.19% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.12% | 0.16% | Q3 2016 | Q4 2017 | 6 |
Airain ltd | 2 | 1 | 0.01% | 0.21% | 0.50% | Q4 2013 | Q1 2017 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.08% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.05% | 0.31% | 0.58% | Q1 2021 | Q2 2023 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 6 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Zions Trust, National Association | 6 | 6 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q4 2014 | 6 |
Jump Financial, LLC | 2 | 2 | 0.02% | 0.07% | 0.16% | Q3 2020 | Q1 2023 | 6 |
EJF Capital LLC | 6 | 6 | 0.23% | 1.38% | 2.69% | Q1 2022 | Q2 2023 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.19% | 0.43% | 0.56% | Q4 2020 | Q1 2022 | 6 |
CARRET ASSET MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Arden Trust Co | 6 | 6 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q1 2023 | 6 |
Sandhill Capital Partners LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HALL CAPITAL MANAGEMENT CO INC | 6 | 6 | 0.25% | 0.32% | 0.43% | Q2 2022 | Q3 2023 | 6 |
BLB&B Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Quantinno Capital Management LP | 3 | 3 | 0.02% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.11% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.01% | 0.23% | 0.82% | Q2 2013 | Q3 2014 | 6 |
BALDWIN BROTHERS LLC/MA | 4 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2016 | 6 |
CARLSON CAPITAL L P | 4 | 1 | 0.18% | 0.62% | 1.24% | Q3 2015 | Q2 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.01% | 0.35% | 1.05% | Q2 2013 | Q4 2017 | 6 |
PARK CIRCLE Co | 6 | 6 | 0.02% | 0.51% | 1.51% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.30% | 0.32% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Bard Financial Services, Inc. | 6 | 6 | 0.11% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.01% | 0.34% | 0.45% | Q2 2018 | Q3 2019 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.13% | 0.50% | 1.05% | Q4 2020 | Q4 2022 | 6 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 6 | 6 | 1.14% | 1.49% | 2.06% | Q2 2022 | Q3 2023 | 6 |
LEE DANNER & BASS INC | 6 | 6 | 0.28% | 0.45% | 0.69% | Q2 2022 | Q3 2023 | 6 |
Dynamic Capital Management Ltd | 2 | 1 | 0.26% | 0.56% | 1.62% | Q4 2013 | Q3 2018 | 6 |
361 CAPITAL LLC | 2 | 1 | 0.10% | 0.23% | 0.44% | Q1 2018 | Q2 2020 | 6 |
First Trust Direct Indexing L.P. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
rhino investment partners, Inc | 6 | 6 | 1.15% | 3.99% | 5.63% | Q3 2021 | Q4 2022 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.20% | 0.24% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.18% | 0.76% | Q2 2015 | Q2 2019 | 6 |
KOKUSAI Asset Management Co., Ltd. | 4 | 2 | 2.27% | 3.10% | 3.36% | Q4 2011 | Q3 2013 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2022 | 6 |
TCTC Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
AHL Partners LLP | 6 | 6 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q4 2017 | 6 |
Trail Ridge Investment Advisors, LLC | 6 | 6 | 0.16% | 0.23% | 0.27% | Q4 2021 | Q1 2023 | 6 |
Fund Management at Engine No. 1 LLC | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
JB Capital LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
MENDON CAPITAL ADVISORS CORP | 5 | 1 | 0.32% | 3.58% | 5.11% | Q2 2013 | Q4 2018 | 6 |
HOURGLASS CAPITAL, LLC | 6 | 6 | 0.60% | 0.98% | 1.72% | Q2 2022 | Q3 2023 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.13% | 0.17% | 0.26% | Q3 2014 | Q4 2015 | 6 |
NumerixS Investment Technologies Inc | 4 | 2 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q2 2020 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Addison Advisors LLC | 6 | 6 | 0.11% | 0.19% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Regent Peak Wealth Advisors LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 6 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q4 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aquila Investment Management LLC | 3 | 3 | 0.30% | 1.09% | 2.11% | Q1 2022 | Q3 2023 | 6 |
Kiwi Wealth Investments Limited Partnership | 6 | 6 | 0.15% | 0.26% | 0.36% | Q2 2019 | Q3 2020 | 6 |
Silvant Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.16% | 0.67% | 1.36% | Q4 2014 | Q1 2016 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.21% | 0.37% | 0.60% | Q2 2022 | Q3 2023 | 6 |
RNC CAPITAL MANAGEMENT LLC | 6 | 6 | 0.06% | 0.99% | 2.60% | Q2 2022 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.04% | 0.14% | 0.30% | Q3 2020 | Q2 2023 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Brookfield Asset Management | 3 | 1 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q2 2023 | 6 |
Cutler Capital Management, LLC | 6 | 6 | 0.15% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
AIA Group Ltd | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.12% | 0.40% | 1.06% | Q1 2015 | Q3 2022 | 6 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 4 | 1 | 0.00% | 0.07% | 0.27% | Q1 2015 | Q2 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Columbia Trust Co 01012016 | 6 | 6 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q4 2022 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Elo Mutual Pension Insurance Co | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.16% | 0.27% | Q1 2021 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 1.36% | 1.66% | 2.01% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.09% | 0.17% | Q3 2022 | Q3 2023 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
AT Bancorp | 5 | 5 | 0.37% | 0.64% | 1.08% | Q2 2013 | Q2 2014 | 5 |
Heritage Trust Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.03% | 0.41% | 0.86% | Q3 2015 | Q3 2018 | 5 |
YorkBridge Wealth Partners, LLC | 3 | 2 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q3 2022 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.06% | 0.14% | Q3 2020 | Q2 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q2 2014 | 5 |
Pentwater Capital Management LP | 5 | 5 | 0.04% | 0.16% | 0.28% | Q4 2013 | Q4 2014 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.02% | 0.28% | 0.68% | Q2 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Maven Securities LTD | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 5 | 5 | 0.09% | 0.15% | 0.29% | Q4 2017 | Q4 2018 | 5 |
Artemis Investment Management LLP | 4 | 1 | 0.07% | 0.13% | 0.20% | Q3 2018 | Q3 2022 | 5 |
Absolute Return Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2014 | 5 |
GSB Wealth Management, LLC | 5 | 5 | 0.14% | 0.24% | 0.35% | Q2 2022 | Q2 2023 | 5 |
SHELTON CAPITAL MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.20% | 0.26% | 0.31% | Q2 2021 | Q3 2023 | 5 |
AMF Tjanstepension AB | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q1 2021 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.37% | 0.41% | 0.49% | Q4 2015 | Q4 2016 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2022 | 5 |
GPS Wealth Strategies Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Old Port Advisors | 4 | 1 | 0.64% | 1.00% | 1.47% | Q2 2022 | Q3 2023 | 5 |
Charter Oak Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
INTRUST BANK NA | 5 | 5 | 0.13% | 0.15% | 0.15% | Q4 2014 | Q4 2015 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
UBP Investment Advisors SA | 5 | 5 | 0.14% | 0.38% | 0.48% | Q2 2021 | Q2 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
INTEGRAL DERIVATIVES, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 5 |
CENTRAL BANK & TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.09% | 0.13% | 0.16% | Q3 2017 | Q3 2018 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q2 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
SENTINEL ASSET MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2015 | Q4 2016 | 5 |
Williams Jones Wealth Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.02% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 5 |
Claro Advisors LLC | 4 | 1 | 0.04% | 0.10% | 0.13% | Q4 2018 | Q1 2023 | 5 |
Marcum Wealth, LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Covea Finance | 5 | 5 | 0.52% | 1.76% | 3.00% | Q4 2021 | Q4 2022 | 5 |
MASTRAPASQUA ASSET MANAGEMENT INC | 5 | 5 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q2 2021 | 5 |
Santa Fe Partners LLC | 4 | 1 | 0.04% | 0.19% | 0.32% | Q3 2013 | Q4 2015 | 5 |
THOMASPARTNERS, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q2 2016 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.16% | 0.28% | 0.49% | Q3 2015 | Q3 2016 | 5 |
Elizabeth Park Capital Advisors, Ltd. | 3 | 2 | 1.93% | 2.36% | 3.10% | Q1 2022 | Q3 2023 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.02% | 0.22% | 0.38% | Q1 2021 | Q1 2022 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.17% | 0.32% | 0.51% | Q1 2019 | Q4 2022 | 5 |
IMPAX ASSET MANAGEMENT LLC | 5 | 5 | 0.59% | 0.73% | 0.78% | Q4 2013 | Q4 2014 | 5 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Rock Point Advisors, LLC | 3 | 1 | 0.08% | 0.80% | 1.28% | Q3 2022 | Q3 2023 | 4 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
MRA Advisory Group | 3 | 1 | 0.21% | 0.40% | 0.58% | Q2 2022 | Q3 2023 | 4 |
Bellevue Group AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2014 | 4 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.14% | 0.29% | Q1 2018 | Q3 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.11% | 0.22% | Q4 2020 | Q2 2023 | 4 |
Knott David M Jr | 4 | 4 | 0.01% | 0.14% | 0.26% | Q1 2022 | Q4 2022 | 4 |
Ninety One UK Ltd | 4 | 4 | 0.26% | 0.50% | 0.63% | Q2 2022 | Q1 2023 | 4 |
Knuff & Co LLC | 4 | 4 | 0.02% | 0.08% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Advisors Capital Management, LLC | 3 | 1 | 0.03% | 0.50% | 0.66% | Q4 2018 | Q3 2023 | 4 |
Dean Capital Management | 4 | 4 | 0.55% | 0.59% | 0.64% | Q2 2019 | Q1 2020 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.09% | 0.21% | 0.27% | Q4 2018 | Q3 2022 | 4 |
Vantage Investment Partners, LLC | 4 | 4 | 0.06% | 0.87% | 2.06% | Q4 2016 | Q3 2017 | 4 |
Paragon Capital Management Ltd | 2 | 2 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.52% | 0.78% | 0.98% | Q2 2013 | Q2 2015 | 4 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 4 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.59% | 0.64% | 0.72% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 4 | 0.30% | 0.38% | 0.44% | Q1 2015 | Q4 2015 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2014 | Q3 2015 | 4 |
Renasant Bank | 4 | 4 | 0.28% | 0.36% | 0.45% | Q2 2022 | Q1 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.22% | 0.78% | 1.27% | Q2 2013 | Q1 2014 | 4 |
BEACH INVESTMENT COUNSEL INC/PA | 4 | 4 | 0.31% | 0.95% | 1.25% | Q4 2018 | Q3 2019 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.92% | 1.31% | 1.83% | Q3 2020 | Q2 2021 | 4 |
Skylands Capital, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q1 2014 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.15% | 0.20% | 0.25% | Q2 2022 | Q1 2023 | 4 |
Perpetual Ltd | 4 | 4 | 0.13% | 0.18% | 0.25% | Q3 2015 | Q2 2016 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.11% | 0.18% | Q2 2018 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Haverford Financial Services, Inc. | 4 | 4 | 0.12% | 0.15% | 0.17% | Q3 2013 | Q2 2014 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pergamon Offshore Advisors, L.P. | 4 | 4 | 0.31% | 0.76% | 0.97% | Q4 2014 | Q3 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
GARRISON POINT ADVISORS, LLC | 4 | 4 | 0.16% | 0.22% | 0.28% | Q2 2022 | Q1 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.50% | 0.55% | 0.65% | Q2 2013 | Q1 2014 | 4 |
CLINTON GROUP INC | 2 | 1 | 0.08% | 0.14% | 0.18% | Q1 2017 | Q2 2018 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.05% | 0.12% | Q2 2022 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.93% | 1.07% | 1.16% | Q2 2022 | Q1 2023 | 4 |
Wilmington Trust Investment Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
North Reef Capital Management LP | 2 | 1 | 0.52% | 0.71% | 1.04% | Q4 2021 | Q1 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.11% | 0.21% | 0.29% | Q2 2018 | Q4 2019 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.12% | 0.15% | 0.19% | Q3 2017 | Q2 2019 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 4 |
COMERICA SECURITIES,INC. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 4 |
FRANKLIN STREET ADVISORS INC /NC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2016 | 4 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2021 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FOSTER & MOTLEY INC | 4 | 4 | 0.06% | 0.11% | 0.20% | Q3 2022 | Q2 2023 | 4 |
FINANCIAL COUNSELORS INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.00% | 0.16% | 0.29% | Q3 2021 | Q4 2022 | 4 |
MANA Advisors LLC | 2 | 1 | 0.10% | 0.72% | 1.12% | Q4 2017 | Q4 2019 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.14% | 1.28% | 1.58% | Q4 2022 | Q3 2023 | 4 |
FIRST INTERSTATE BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.18% | 0.22% | 0.28% | Q1 2021 | Q4 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.10% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
ARMISTICE CAPITAL, LLC | 3 | 1 | 0.08% | 0.22% | 0.52% | Q2 2022 | Q3 2023 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.32% | 0.46% | Q1 2022 | Q4 2022 | 4 |
Inlet Private Wealth, LLC | 4 | 4 | 0.07% | 0.12% | 0.14% | Q1 2019 | Q4 2019 | 4 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.42% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Red Tortoise LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aureus Asset Management, LLC | 4 | 4 | 0.60% | 1.34% | 1.80% | Q2 2014 | Q1 2015 | 4 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 4 |
Toscafund Asset Management LLP | 4 | 4 | 2.90% | 8.57% | 14.71% | Q4 2021 | Q3 2022 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.10% | 0.23% | 0.32% | Q2 2013 | Q1 2014 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Parkwood LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2017 | 4 |
COOKE & BIELER LP | 4 | 4 | 0.51% | 0.52% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q2 2022 | 4 |
Old North State Trust, LLC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q1 2023 | 4 |
SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.02% | 0.16% | 0.31% | Q1 2021 | Q3 2022 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 4 |
Portman Square Capital LLP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.14% | 0.26% | 0.42% | Q4 2022 | Q3 2023 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.03% | 0.12% | 0.20% | Q2 2017 | Q1 2018 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 1.08% | 1.15% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 4 |
New Hampshire Trust | 4 | 4 | 0.35% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
FRED ALGER MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Athanor Capital, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.55% | 0.83% | 1.02% | Q1 2014 | Q4 2014 | 4 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Ameritas Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 0.43% | 0.49% | 0.60% | Q4 2015 | Q2 2016 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Wealth Alliance | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Bernardo Wealth Planning LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q2 2019 | Q4 2019 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.19% | 0.47% | 0.72% | Q4 2022 | Q2 2023 | 3 |
Beach Investment Management, LLC. | 3 | 3 | 0.45% | 1.38% | 1.89% | Q1 2019 | Q3 2019 | 3 |
PRENTISS SMITH & CO INC | 2 | 1 | 0.01% | 0.84% | 2.52% | Q4 2013 | Q1 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Strategic Investment Advisors / MI | 2 | 1 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Fourthstone LLC | 3 | 3 | 0.31% | 1.30% | 2.52% | Q4 2022 | Q2 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COMPTON CAPITAL MANAGEMENT INC /RI | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
AM Squared Ltd | 3 | 3 | 0.06% | 0.14% | 0.29% | Q4 2022 | Q2 2023 | 3 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 3 | 3 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 3 |
Seascape Capital Management | 3 | 3 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q4 2022 | 3 |
FORA Capital, LLC | 2 | 1 | 0.07% | 0.11% | 0.12% | Q4 2019 | Q3 2021 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.02% | 0.10% | 0.16% | Q4 2014 | Q3 2017 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q1 2020 | 3 |
Atlas Private Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 1.16% | 1.37% | 1.76% | Q1 2013 | Q3 2013 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.07% | 0.21% | Q4 2018 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.71% | 0.98% | 1.22% | Q1 2022 | Q3 2022 | 3 |
Sound View Wealth Advisors Group, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q3 2022 | 3 |
Stieven Capital Advisors, L.P. | 3 | 3 | 1.55% | 1.97% | 2.41% | Q1 2023 | Q3 2023 | 3 |
HERON FINANCIAL GROUP, LLC | 2 | 1 | 0.12% | 0.15% | 0.21% | Q4 2019 | Q1 2022 | 3 |
ICON ADVISERS INC/CO | 2 | 1 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2016 | 3 |
NEVILLE RODIE & SHAW INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2014 | 3 |
Banco de Sabadell, S.A | 1 | 1 | 0.09% | 0.11% | 0.14% | Q1 2018 | Q1 2019 | 3 |
INSTITUTIONAL CAPITAL LLC | 3 | 3 | 2.13% | 2.59% | 3.08% | Q2 2016 | Q4 2016 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Folger Hill Asset Management LP | 3 | 3 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q1 2017 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Stone Ridge Asset Management LLC | 3 | 3 | 0.42% | 0.46% | 0.51% | Q4 2014 | Q2 2015 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2017 | 3 |
MBB PUBLIC MARKETS I LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bickling Financial Services, Inc. | 3 | 3 | 0.34% | 0.39% | 0.45% | Q2 2022 | Q4 2022 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
JACOBS ASSET MANAGEMENT, LLC | 2 | 1 | 0.71% | 3.43% | 6.97% | Q1 2022 | Q1 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.19% | 0.48% | 0.70% | Q1 2016 | Q3 2016 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.09% | 0.40% | 1.01% | Q1 2018 | Q2 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 3 |
Hotaling Investment Management, LLC | 3 | 3 | 0.43% | 0.67% | 0.86% | Q1 2022 | Q3 2022 | 3 |
Wakefield Asset Management LLLP | 2 | 1 | 0.16% | 0.88% | 1.28% | Q1 2019 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Paulson & Co. | 3 | 3 | 0.33% | 0.70% | 1.26% | Q2 2013 | Q4 2013 | 3 |
HERITAGE INVESTORS MANAGEMENT CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Steamboat Capital Partners, LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.05% | 0.34% | 0.82% | Q3 2020 | Q4 2022 | 3 |
Ninety One North America, Inc. | 3 | 3 | 0.18% | 0.19% | 0.21% | Q2 2022 | Q4 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q4 2022 | 3 |
CWS Financial Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
O'Dell Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Lumbard & Kellner, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2017 | Q3 2017 | 3 |
FIDUCIENT ADVISORS LLC | 3 | 3 | 0.08% | 0.18% | 0.32% | Q2 2022 | Q4 2022 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
FDO Partners, LLC | 2 | 1 | 0.27% | 0.40% | 0.60% | Q4 2015 | Q4 2017 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GW CAPITAL INC | 3 | 3 | 0.88% | 1.04% | 1.19% | Q2 2015 | Q4 2015 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.37% | 0.58% | Q4 2018 | Q2 2021 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
FJ Capital Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Davis Asset Management, L.P. | 3 | 3 | 1.46% | 1.72% | 1.85% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Neuberger Berman Canada ULC | 2 | 1 | 0.06% | 0.18% | 0.31% | Q4 2015 | Q3 2017 | 3 |
DELPHI MANAGEMENT INC /MA/ | 2 | 1 | 0.98% | 1.04% | 1.13% | Q2 2013 | Q2 2019 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.08% | 0.11% | 0.15% | Q2 2017 | Q4 2017 | 3 |
Atom Investors LP | 1 | 1 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q4 2022 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.11% | 0.24% | Q2 2018 | Q2 2023 | 3 |
Filbrandt Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Clarius Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Newman & Schimel, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q4 2022 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q4 2016 | 3 |
AGF Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 3 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.08% | 0.16% | 0.31% | Q4 2022 | Q1 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WAYCROSS PARTNERS, LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.05% | 0.09% | 0.11% | Q2 2022 | Q2 2023 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.56% | 0.59% | 0.60% | Q2 2013 | Q4 2013 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.28% | 0.29% | 0.30% | Q2 2013 | Q4 2013 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.30% | 0.47% | 0.58% | Q1 2018 | Q3 2018 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Maryland Capital Management | 3 | 3 | 1.90% | 2.02% | 2.09% | Q2 2013 | Q4 2013 | 3 |
Successful Portfolios LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q4 2022 | 3 |
YHB Investment Advisors, Inc. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Krane Funds Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Heartwood Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Select Equity Group, L.P. | 2 | 1 | 0.08% | 0.27% | 0.56% | Q1 2021 | Q1 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q4 2022 | 3 |
Columbia Asset Management | 3 | 3 | 0.06% | 0.10% | 0.12% | Q3 2017 | Q1 2018 | 3 |
OPTIMAS CAPITAL Ltd | 3 | 3 | 1.64% | 4.34% | 6.95% | Q1 2022 | Q3 2022 | 3 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.26% | 0.56% | 0.88% | Q2 2017 | Q1 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIDGEON TIMOTHY F | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2013 | Q3 2013 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q4 2018 | 3 |
CONGRESS ASSET MANAGEMENT CO /MA | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.20% | 0.23% | 0.28% | Q2 2022 | Q1 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Kula Investments, LLC | 2 | 2 | 0.12% | 0.18% | 0.25% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Fractal Investments LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NORTHSTAR ASSET MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2018 | Q2 2018 | 2 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.36% | 0.39% | 0.42% | Q2 2015 | Q1 2016 | 2 |
Mill Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
LBP AM SA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ALPINE ASSOCIATES ADVISORS | 2 | 2 | 1.52% | 1.66% | 1.81% | Q4 2013 | Q1 2014 | 2 |
Man Investments Ltd | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2013 | Q1 2014 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.08% | 0.17% | 0.26% | Q2 2017 | Q1 2022 | 2 |
Spectrum Wealth Advisory Group, LLC | 2 | 2 | 0.66% | 0.67% | 0.67% | Q1 2023 | Q2 2023 | 2 |
M3F, Inc. | 2 | 2 | 0.89% | 1.14% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Monte Financial Group, LLC | 2 | 2 | 1.52% | 1.59% | 1.66% | Q2 2023 | Q3 2023 | 2 |
EXCALIBUR MANAGEMENT CORP | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q2 2014 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.04% | 0.09% | 0.15% | Q2 2022 | Q3 2022 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.09% | 0.31% | 0.52% | Q2 2016 | Q1 2018 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2022 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.65% | 2.37% | 4.09% | Q3 2013 | Q2 2021 | 2 |
SUFFOLK CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.48% | 0.78% | Q4 2014 | Q1 2015 | 2 |
Senvest Management, LLC | 2 | 2 | 0.46% | 1.28% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q1 2020 | Q2 2020 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q1 2021 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.14% | 0.52% | 0.90% | Q2 2013 | Q1 2022 | 2 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.53% | 0.54% | 0.55% | Q4 2014 | Q1 2015 | 2 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.69% | 0.86% | 1.04% | Q2 2015 | Q3 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Legacy CG, LLC | 2 | 2 | 1.42% | 1.49% | 1.57% | Q2 2022 | Q3 2022 | 2 |
Olympiad Research LP | 1 | 1 | 0.28% | 0.30% | 0.32% | Q1 2020 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.37% | 0.51% | 0.65% | Q1 2017 | Q4 2018 | 2 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.45% | 0.47% | 0.49% | Q2 2023 | Q3 2023 | 2 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.21% | 0.65% | 1.08% | Q3 2022 | Q1 2023 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.39% | 0.43% | 0.46% | Q4 2018 | Q1 2020 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2016 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.14% | 0.23% | Q1 2016 | Q4 2021 | 2 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q2 2021 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
BRISTOL JOHN W & CO INC /NY/ | 2 | 2 | 1.44% | 1.47% | 1.50% | Q2 2013 | Q3 2013 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.27% | 0.31% | 0.35% | Q3 2017 | Q1 2020 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.18% | 0.41% | 0.64% | Q1 2023 | Q2 2023 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2019 | Q3 2019 | 2 |
Invictus RG | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q4 2022 | Q1 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
American Assets Investment Management, LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q2 2017 | Q3 2017 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Signition LP | 1 | 1 | 0.28% | 0.39% | 0.50% | Q4 2017 | Q2 2018 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.15% | 0.30% | Q1 2018 | Q4 2018 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Vinva Investment Management Ltd | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.22% | 0.33% | 0.43% | Q1 2020 | Q2 2020 | 2 |
Polar Capital Holdings Plc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Hudson Portfolio Management LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2022 | Q3 2022 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Wedmont Private Capital | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 2 |
Roundview Capital LLC | 1 | 1 | 0.10% | 0.22% | 0.34% | Q4 2013 | Q1 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q4 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Blooom, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Purus Wealth Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2022 | Q3 2022 | 2 |
Qtron Investments LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 2 | 2 | 0.62% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.36% | 0.53% | 0.71% | Q3 2019 | Q4 2019 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Blackstone Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2013 | Q1 2014 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 2 |
SPECTRUM ADVISORY SERVICES INC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q4 2015 | Q1 2016 | 2 |
FSI GROUP, LLC | 1 | 1 | 0.92% | 2.59% | 4.26% | Q3 2014 | Q1 2019 | 2 |
Breogan Capital, LP | 1 | 1 | 2.96% | 3.74% | 4.53% | Q4 2017 | Q2 2018 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Costello Asset Management, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
LITTLE HOUSE CAPITAL LLC | 2 | 2 | 0.22% | 0.29% | 0.35% | Q3 2022 | Q4 2022 | 2 |
Westover Capital Advisors, LLC | 1 | 1 | 0.11% | 0.16% | 0.20% | Q4 2016 | Q1 2018 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2014 | Q4 2014 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Legacy Wealth Asset Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.04% | 0.12% | 0.20% | Q1 2019 | Q3 2019 | 2 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2016 | Q4 2017 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2017 | Q4 2021 | 2 |
PITCAIRN CO | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q1 2023 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.49% | 0.60% | 0.70% | Q3 2018 | Q2 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bleichroeder LP | 2 | 2 | 0.14% | 0.17% | 0.19% | Q4 2019 | Q1 2020 | 2 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.63% | 2.08% | 2.54% | Q4 2016 | Q1 2017 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Surevest, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
TradeLink Global Equity LLC | 2 | 2 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Cannell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
REINHART PARTNERS, LLC. | 2 | 2 | 0.69% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Versor Investments LP | 1 | 1 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2013 | Q3 2013 | 2 |
Chesapeake Wealth Management | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2018 | Q2 2018 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q1 2018 | Q2 2020 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 1.24% | 4.38% | 7.52% | Q4 2019 | Q2 2021 | 2 |
Blue Fin Capital, Inc. | 2 | 2 | 3.38% | 3.53% | 3.68% | Q4 2016 | Q1 2017 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Algebris Investments (UK) LLP | 2 | 2 | 0.04% | 0.15% | 0.26% | Q3 2016 | Q4 2016 | 2 |
Tradewinds, LLC. | 2 | 2 | 0.20% | 0.23% | 0.25% | Q2 2022 | Q3 2022 | 2 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
GRIMES & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2022 | Q4 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
UNITED BANK, INC. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2013 | Q4 2013 | 2 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CORNERSTONE ADVISORS INC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q3 2016 | Q4 2016 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Arthur Zaske & Associates, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q1 2017 | Q2 2017 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.62% | 0.70% | 0.77% | Q1 2021 | Q2 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
LCNB CORP | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2018 | Q3 2018 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.03% | 0.15% | 0.28% | Q2 2016 | Q1 2018 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Seacliff Capital, LLC | 1 | 1 | 5.92% | 5.92% | 5.92% | Q4 2018 | Q4 2018 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2016 | Q4 2016 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2020 | Q3 2020 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2022 | Q3 2022 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
New Century Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2022 | Q3 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2022 | Q3 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CastleKnight Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
Breakwater Capital Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Tradeworx Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2014 | Q2 2014 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEW SOUTH CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Enhancing Capital LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2015 | Q1 2015 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2017 | Q4 2017 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
140 Summer Partners LP | 1 | 1 | 3.16% | 3.16% | 3.16% | Q4 2021 | Q4 2021 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2018 | Q3 2018 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2013 | Q4 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
O'ROURKE & COMPANY, Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Infini Master Fund | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2013 | Q2 2013 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Emrys Partners, L.P. | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2014 | Q1 2014 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Phase 2 Partners, LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q1 2023 | Q1 2023 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cercano Management LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Sunnymeath Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Sarasin & Partners LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tributary Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hixon Zuercher, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2023 | Q2 2023 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2013 | Q3 2013 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2013 | Q3 2013 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Parameter Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
HNP Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Leucadia National | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Full18 Capital LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2022 | Q1 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2020 | Q3 2020 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2022 | Q2 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Applied Capital LLC/FL | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2022 | Q2 2022 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Callodine Capital Management, LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2022 | Q2 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Standard Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2023 | Q3 2023 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Family Management Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blenheim Capital Management, L.L.C. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2014 | Q3 2014 | 1 |
JSF Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2015 | Q3 2015 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpenglow Capital LP | 1 | 1 | 3.62% | 3.62% | 3.62% | Q1 2016 | Q1 2016 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Svenska Handelsbanken AB (publ) | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2016 | Q1 2016 | 1 |
Invst, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2013 | Q2 2013 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2013 | Q3 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own M & T BK CORP or have owned M & T BK CORP in the past.