Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.37% | 1.89% | Q2 2013 | Q3 2023 | 125 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.44% | 1.80% | Q2 2013 | Q3 2023 | 109 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 99 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 98 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 97 |
Citadel Advisors | 30 | 3 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 95 |
Walleye Trading LLC | 19 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2023 | 88 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 1.10% | 2.96% | Q2 2013 | Q3 2023 | 85 |
TORONTO DOMINION BANK | 43 | 43 | 0.01% | 0.56% | 2.59% | Q1 2013 | Q3 2023 | 83 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 59 |
MILLENNIUM MANAGEMENT LLC | 15 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 55 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.02% | 0.18% | Q1 2014 | Q3 2023 | 53 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 1.75% | 4.30% | Q1 2013 | Q3 2023 | 51 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 50 |
WOLVERINE TRADING, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 50 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.23% | 0.55% | Q4 2011 | Q3 2023 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.04% | 0.10% | Q1 2012 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 41 | 5 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 46 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.04% | 0.43% | 0.93% | Q2 2013 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 43 |
Parkside Financial Bank & Trust | 41 | 41 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 43 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.02% | 0.05% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Rathbones Group PLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Heathbridge Capital Management Ltd. | 42 | 42 | 4.91% | 7.24% | 11.05% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 13 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.22% | 0.32% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERICAN NATIONAL BANK | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 0.57% | 1.43% | 2.09% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.30% | 0.40% | 0.65% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.54% | 1.32% | 2.03% | Q2 2013 | Q3 2023 | 42 |
Beutel, Goodman & Co Ltd. | 42 | 42 | 0.85% | 2.81% | 7.33% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 1.63% | 3.48% | 4.91% | Q2 2013 | Q3 2023 | 42 |
PCJ Investment Counsel Ltd. | 42 | 42 | 0.46% | 2.93% | 5.24% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 2.48% | 3.61% | 4.50% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.05% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.27% | 0.93% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.16% | 1.19% | 2.33% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.06% | 0.12% | Q2 2012 | Q4 2022 | 42 |
Fiera Capital Corp | 42 | 42 | 0.00% | 0.95% | 3.08% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.09% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GRIMES & COMPANY, INC. | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.94% | 3.36% | 5.65% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 2.55% | 3.54% | 4.44% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.01% | 1.20% | 2.59% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.54% | 1.03% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 1.48% | 2.04% | 2.80% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GRACE & WHITE INC /NY | 42 | 42 | 0.80% | 1.46% | 2.17% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.71% | 2.28% | 4.07% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.06% | 0.85% | 2.10% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.63% | 1.28% | 2.50% | Q2 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 29 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 30 | 1 | 0.00% | 0.07% | 0.27% | Q1 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.00% | 0.19% | 0.65% | Q3 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 28 | 13 | 0.00% | 0.03% | 0.34% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 23 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
FineMark National Bank & Trust | 26 | 15 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 41 |
INTACT INVESTMENT MANAGEMENT INC. | 41 | 41 | 1.29% | 2.70% | 3.97% | Q3 2013 | Q3 2023 | 41 |
PEAK6 Group LLC | 13 | 5 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2017 | 41 |
BLAIR WILLIAM & CO/IL | 30 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Cutler Group LLC / CA | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 41 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.00% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.06% | 0.15% | 0.20% | Q4 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 40 | 40 | 0.03% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Scheer, Rowlett & Associates Investment Management Ltd. | 31 | 9 | 0.52% | 3.25% | 6.02% | Q2 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 29 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 0.16% | 1.62% | 3.84% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 39 |
HighTower Advisors, LLC | 35 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 39 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 9 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2023 | 38 |
PRICE T ROWE ASSOCIATES INC /MD/ | 38 | 38 | 0.00% | 0.00% | 0.05% | Q4 2013 | Q1 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
SHELL ASSET MANAGEMENT CO | 38 | 38 | 0.01% | 0.12% | 0.22% | Q2 2013 | Q3 2022 | 38 |
JCIC Asset Management Inc. | 38 | 38 | 0.04% | 3.29% | 6.61% | Q2 2014 | Q3 2023 | 38 |
Capital Analysts, LLC | 24 | 2 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 38 | 38 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 38 |
BROWN BROTHERS HARRIMAN & CO | 36 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 37 | 1 | 0.00% | 0.14% | 0.78% | Q4 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.00% | 0.71% | 1.20% | Q2 2013 | Q3 2022 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 22 | 15 | 0.00% | 0.22% | 0.79% | Q2 2013 | Q3 2023 | 37 |
Sandy Spring Bank | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Kistler-Tiffany Companies, LLC | 20 | 17 | 0.03% | 0.15% | 0.32% | Q2 2013 | Q2 2023 | 37 |
Moors & Cabot, Inc. | 37 | 37 | 0.05% | 0.08% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2022 | 37 |
VANGUARD GROUP INC | 35 | 2 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 37 |
PRUDENTIAL PLC | 37 | 37 | 0.01% | 0.13% | 0.34% | Q3 2014 | Q3 2023 | 37 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 36 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
NOMURA ASSET MANAGEMENT CO LTD | 19 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
JONES FINANCIAL COMPANIES LLLP | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
MACQUARIE GROUP LTD | 18 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 36 |
Endurance Wealth Management, Inc. | 36 | 36 | 0.07% | 0.78% | 1.50% | Q3 2014 | Q2 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 0.93% | 3.24% | 6.58% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.00% | 0.06% | 0.28% | Q4 2014 | Q3 2023 | 36 |
Community Bank of Raymore | 36 | 36 | 0.06% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 36 |
LINCLUDEN MANAGEMENT LTD | 27 | 8 | 0.10% | 3.81% | 6.03% | Q2 2013 | Q3 2023 | 35 |
Private Advisor Group, LLC | 30 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 35 |
ADIRONDACK TRUST CO | 27 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Korea Investment CORP | 28 | 1 | 0.01% | 0.08% | 0.14% | Q1 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 29 | 6 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 9 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 35 |
Spot Trading L.L.C | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2017 | 35 |
Advisors Asset Management, Inc. | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 1.54% | 2.09% | 2.53% | Q2 2015 | Q3 2023 | 34 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 34 | 34 | 0.19% | 1.55% | 2.69% | Q3 2013 | Q4 2021 | 34 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.15% | Q2 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
SIGNATUREFD, LLC | 23 | 11 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2021 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q4 2021 | 33 |
Cullen Capital Management, LLC | 33 | 33 | 0.09% | 0.22% | 0.51% | Q2 2013 | Q2 2021 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 31 | 2 | 0.00% | 0.09% | 0.41% | Q2 2013 | Q4 2021 | 33 |
TWO SIGMA ADVISERS, LP | 29 | 2 | 0.00% | 0.05% | 0.17% | Q2 2014 | Q3 2023 | 33 |
VOYA INVESTMENT MANAGEMENT LLC | 29 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 2 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 32 |
HBK Sorce Advisory LLC | 32 | 32 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Barry Investment Advisors, LLC | 32 | 32 | 0.42% | 1.25% | 1.70% | Q4 2015 | Q3 2023 | 32 |
PEOPLES FINANCIAL SERVICES CORP. | 32 | 32 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q3 2021 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 21 | 11 | 0.01% | 0.12% | 0.34% | Q2 2013 | Q1 2022 | 32 |
Stanley-Laman Group, Ltd. | 27 | 5 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q4 2021 | 32 |
CWM, LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
TWO SIGMA INVESTMENTS, LP | 19 | 1 | 0.01% | 0.18% | 0.32% | Q2 2014 | Q3 2023 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.31% | 0.54% | 0.81% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Neuberger Berman Group LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2020 | 31 |
Grantham, Mayo, Van Otterloo & Co. LLC | 17 | 1 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Cardinal Capital Management, Inc. | 17 | 1 | 0.00% | 1.84% | 5.62% | Q3 2015 | Q3 2023 | 31 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 31 |
REGIONS FINANCIAL CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 31 |
BOWEN HANES & CO INC | 29 | 2 | 0.02% | 0.41% | 1.64% | Q2 2015 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 31 |
QS Investors, LLC | 29 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 30 |
CREDIT AGRICOLE S A | 18 | 12 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 30 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 30 |
THOMPSON SIEGEL & WALMSLEY LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2023 | 30 |
Opus Capital Group, LLC | 23 | 6 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q1 2021 | 29 |
MCF Advisors LLC | 22 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 20 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
WADE G W & INC | 27 | 2 | 0.29% | 0.78% | 1.44% | Q2 2013 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 29 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
VALLEY NATIONAL ADVISERS INC | 22 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.11% | 0.52% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2020 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.07% | 0.10% | 0.14% | Q4 2014 | Q3 2021 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PARK NATIONAL CORP /OH/ | 23 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 28 |
Cumberland Partners Ltd | 13 | 2 | 0.01% | 0.12% | 0.48% | Q4 2012 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
FULTON BANK, N.A. | 27 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 28 |
FIL Ltd | 22 | 5 | 0.02% | 0.22% | 0.99% | Q2 2013 | Q3 2023 | 27 |
Vident Investment Advisory, LLC | 15 | 12 | 0.02% | 0.15% | 0.42% | Q1 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
RENAISSANCE GROUP LLC | 27 | 27 | 0.38% | 0.54% | 0.64% | Q1 2014 | Q3 2020 | 27 |
Atria Investments, Inc | 20 | 7 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 27 | 27 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q2 2021 | 27 |
HENNESSY ADVISORS INC | 16 | 11 | 0.07% | 0.20% | 0.42% | Q1 2015 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
CADINHA & CO LLC | 27 | 27 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.08% | 0.12% | Q3 2016 | Q3 2023 | 26 |
Lombard Odier Asset Management (Switzerland) SA | 14 | 1 | 0.02% | 0.72% | 4.76% | Q2 2014 | Q3 2023 | 26 |
Polar Asset Management Partners Inc. | 16 | 3 | 0.00% | 0.24% | 0.82% | Q4 2017 | Q1 2023 | 26 |
Cetera Advisors LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
TRUST CO OF VERMONT | 18 | 8 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Manchester Capital Management LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 26 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.14% | 0.20% | 0.31% | Q1 2016 | Q3 2023 | 26 |
Waratah Capital Advisors Ltd. | 10 | 2 | 0.03% | 0.98% | 5.38% | Q2 2013 | Q1 2021 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 2.52% | 3.98% | 6.01% | Q2 2013 | Q3 2019 | 26 |
AQR Capital Management | 24 | 1 | 0.00% | 0.03% | 0.11% | Q4 2012 | Q1 2019 | 25 |
D.A. DAVIDSON & CO. | 17 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
CIGNA INVESTMENTS INC /NEW | 25 | 25 | 0.03% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 19 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 25 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.13% | 0.42% | Q2 2013 | Q2 2022 | 25 |
USS Investment Management Ltd | 25 | 25 | 0.06% | 0.78% | 1.90% | Q3 2017 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 25 |
ASSETMARK, INC | 18 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 25 |
State of Tennessee, Treasury Department | 23 | 2 | 0.09% | 0.16% | 0.26% | Q4 2014 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q1 2022 | 25 |
First PREMIER Bank | 18 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 25 |
K.J. Harrison & Partners Inc | 11 | 1 | 0.02% | 0.25% | 1.02% | Q2 2013 | Q3 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Hunting Hill Global Capital, LLC | 16 | 8 | 0.03% | 0.15% | 1.38% | Q4 2016 | Q4 2022 | 24 |
Onex Canada Asset Management Inc. | 24 | 24 | 1.53% | 2.53% | 5.74% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.26% | 0.34% | 0.50% | Q4 2017 | Q3 2023 | 24 |
ARROW FINANCIAL CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
SIG North Trading, ULC | 8 | 8 | 0.04% | 0.84% | 1.68% | Q4 2021 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Laurel Wealth Advisors, Inc. | 24 | 24 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q4 2022 | 24 |
Versant Capital Management, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Hansberger Growth Investors, LP | 24 | 24 | 5.42% | 8.62% | 12.67% | Q4 2014 | Q3 2020 | 24 |
OPPENHEIMER & CO INC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Bridge Creek Capital Management LLC | 12 | 11 | 0.13% | 0.50% | 1.16% | Q4 2015 | Q3 2023 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Covington Capital Management | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 5 | 0.04% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 23 |
HOWE & RUSLING INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 6 | 0.02% | 0.07% | 0.23% | Q3 2017 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Mawer Investment Management Ltd. | 12 | 11 | 1.14% | 1.91% | 2.50% | Q3 2013 | Q2 2019 | 23 |
First Bank & Trust | 23 | 23 | 0.05% | 0.12% | 0.16% | Q4 2016 | Q2 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 23 |
MONTAG A & ASSOCIATES INC | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
ANCHOR CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Highstreet Asset Management Inc. | 20 | 2 | 0.62% | 2.14% | 3.80% | Q2 2013 | Q4 2019 | 22 |
Balentine LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 22 |
Calamos Advisors LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
FAYEZ SAROFIM & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 8 | 1 | 0.00% | 0.64% | 3.40% | Q2 2013 | Q1 2020 | 22 |
Somerset Trust Co | 22 | 22 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2019 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2018 | 22 |
SUNTRUST BANKS INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Man Group plc | 22 | 22 | 0.01% | 0.16% | 0.74% | Q2 2018 | Q3 2023 | 22 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 22 |
PICTET ASSET MANAGEMENT LTD | 12 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 22 |
FORSTA AP-FONDEN | 22 | 22 | 0.10% | 0.17% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
A.R.T. Advisors, LLC | 10 | 3 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q2 2019 | 21 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 21 |
Lingohr Asset Management GmbH | 13 | 8 | 0.31% | 0.84% | 1.30% | Q2 2013 | Q2 2022 | 21 |
Boothe Investment Group, Inc. | 14 | 7 | 0.16% | 0.25% | 0.39% | Q2 2018 | Q3 2023 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 13 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2019 | 21 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Hexavest Inc. | 16 | 1 | 0.00% | 0.19% | 0.70% | Q4 2013 | Q3 2020 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q2 2018 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
SG Americas Securities, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 21 |
Freestone Capital Holdings, LLC | 11 | 10 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2020 | 21 |
Sonora Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 21 |
Legacy Bridge, LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
AEGON ASSET MANAGEMENT UK PLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 20 |
Chevy Chase Trust Holdings, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 20 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 2 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Doyle Wealth Management | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Granite Investment Advisors, LLC | 20 | 20 | 0.25% | 0.92% | 1.62% | Q2 2015 | Q1 2020 | 20 |
Galibier Capital Management Ltd. | 20 | 20 | 7.57% | 9.97% | 13.13% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 14 | 6 | 0.01% | 0.29% | 1.10% | Q2 2017 | Q4 2023 | 20 |
MML INVESTORS SERVICES, LLC | 15 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.04% | 0.38% | 0.90% | Q4 2018 | Q3 2023 | 20 |
SOMERVILLE KURT F | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2012 | Q3 2017 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.04% | 0.24% | Q4 2017 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 18 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 19 |
EdgePoint Investment Group Inc. | 19 | 19 | 0.00% | 2.42% | 5.91% | Q4 2016 | Q2 2021 | 19 |
Compagnie Lombard Odier SCmA | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2019 | 19 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.35% | 1.14% | Q3 2015 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
TOMPKINS FINANCIAL CORP | 17 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 19 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
First Personal Financial Services | 19 | 19 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2019 | 19 |
EARNEST PARTNERS LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
CNB Bank | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.07% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 18 |
LOWE BROCKENBROUGH & CO INC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ledyard National Bank | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2018 | 18 |
VERTEX ONE ASSET MANAGEMENT INC. | 11 | 2 | 0.02% | 0.24% | 1.33% | Q2 2013 | Q2 2019 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
SMITH ASSET MANAGEMENT GROUP LP | 18 | 18 | 0.01% | 0.08% | 0.17% | Q1 2017 | Q2 2021 | 18 |
Allworth Financial LP | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 2 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q4 2020 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q1 2020 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 2.81% | 3.45% | 3.99% | Q2 2013 | Q3 2017 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2017 | 18 |
FLIPPIN BRUCE & PORTER INC | 18 | 18 | 0.48% | 0.64% | 0.75% | Q2 2013 | Q3 2017 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q2 2017 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 1.93% | 3.61% | 5.20% | Q2 2013 | Q2 2017 | 17 |
FINANCIAL COUNSELORS INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Marshall Wace North America L.P. | 14 | 3 | 0.00% | 0.05% | 0.46% | Q2 2017 | Q3 2021 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.04% | 0.63% | 2.22% | Q4 2019 | Q4 2023 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Capital World Investors | 17 | 17 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
ROPES WEALTH ADVISORS LLC | 15 | 2 | 0.02% | 0.03% | 0.07% | Q1 2015 | Q4 2020 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 2 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.09% | 0.17% | 0.31% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
FOSTER & MOTLEY INC | 17 | 17 | 0.04% | 0.21% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Community Bank, N.A. | 16 | 1 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2021 | 17 |
FIRST NATIONAL BANK OF OMAHA | 16 | 1 | 0.02% | 0.18% | 0.28% | Q3 2017 | Q3 2022 | 17 |
RMB Capital Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2019 | 16 |
WASHINGTON TRUST BANK | 8 | 8 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q1 2019 | 16 |
Checchi Capital Advisers, LLC | 14 | 2 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.07% | 0.67% | Q2 2015 | Q2 2023 | 16 |
BURNEY CO/ | 16 | 16 | 0.05% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.27% | Q1 2016 | Q3 2023 | 16 |
Taylor Wealth Management Partners | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 16 |
DAVENPORT & Co LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Johnson Financial Group, Inc. | 11 | 5 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
RONALD BLUE & CO LLC | 10 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 16 |
Cribstone Capital Management, LLC | 14 | 2 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2022 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q1 2017 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.20% | 0.45% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Crewe Advisors LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.12% | 0.74% | Q1 2020 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q1 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Asset Planning Services, Ltd. | 14 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2019 | 16 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2021 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 16 |
MARSHALL WACE, LLP | 10 | 2 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q2 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 16 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2018 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q2 2019 | 16 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Vectors Research Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
ADVISOR PARTNERS LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 15 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 15 | 15 | 1.44% | 5.74% | 10.95% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NORTH STAR ASSET MANAGEMENT INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
PDT Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2022 | 15 |
Mariner, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Qtron Investments LLC | 10 | 5 | 0.08% | 0.16% | 0.36% | Q2 2019 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 15 |
Wealth Alliance | 15 | 15 | 0.09% | 0.15% | 0.25% | Q1 2020 | Q3 2023 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.04% | 0.05% | 0.08% | Q1 2017 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2015 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.02% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2021 | 15 |
STEPHENS INC /AR/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 15 | 15 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q1 2017 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 15 |
Sound Income Strategies, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
KCM INVESTMENT ADVISORS LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
AMF Tjanstepension AB | 8 | 2 | 0.01% | 0.08% | 0.17% | Q4 2014 | Q1 2022 | 15 |
KELLEHER FINANCIAL ADVISORS | 15 | 15 | 0.91% | 1.29% | 1.69% | Q2 2013 | Q4 2016 | 15 |
Benin Management CORP | 15 | 15 | 0.09% | 0.25% | 0.51% | Q2 2013 | Q4 2016 | 15 |
CIBC BANK USA | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2018 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Tributary Capital Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2020 | 14 |
VAN ECK ASSOCIATES CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IBM Retirement Fund | 14 | 14 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2016 | 14 |
First Eagle Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.02% | 0.04% | 0.12% | Q4 2017 | Q1 2021 | 14 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 14 |
Achmea Investment Management B.V. | 7 | 7 | 0.11% | 0.25% | 0.46% | Q1 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
Savior LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
M Holdings Securities, Inc. | 9 | 1 | 0.02% | 0.10% | 0.15% | Q4 2013 | Q1 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Kassirer Asset Management Corp | 14 | 14 | 0.08% | 0.99% | 6.03% | Q1 2016 | Q2 2019 | 14 |
Selective Wealth Management, Inc. | 11 | 3 | 0.13% | 1.14% | 3.69% | Q2 2020 | Q4 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q1 2019 | 14 |
Independent Advisor Alliance | 6 | 3 | 0.00% | 0.05% | 0.15% | Q3 2017 | Q3 2023 | 14 |
NATIXIS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Estabrook Capital Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 14 |
NICOLA WEALTH MANAGEMENT LTD. | 14 | 14 | 0.93% | 1.64% | 2.53% | Q1 2018 | Q2 2021 | 14 |
Bridgewater Associates | 12 | 1 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q3 2021 | 14 |
DEERE & CO | 14 | 14 | 0.04% | 0.06% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Mork Capital Management, LLC | 5 | 4 | 0.64% | 0.74% | 0.90% | Q4 2015 | Q3 2023 | 14 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
New Capital Management LP | 13 | 13 | 0.00% | 0.04% | 0.13% | Q1 2018 | Q1 2021 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 13 |
AlphaCrest Capital Management LLC | 12 | 1 | 0.02% | 0.13% | 0.28% | Q4 2018 | Q3 2022 | 13 |
YorkBridge Wealth Partners, LLC | 11 | 2 | 0.01% | 0.02% | 0.11% | Q4 2016 | Q4 2022 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.04% | 0.16% | Q4 2017 | Q3 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 13 |
Patten Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Nationwide Fund Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.13% | Q2 2016 | Q2 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Clark Capital Management Group, Inc. | 13 | 13 | 0.28% | 0.67% | 1.64% | Q4 2016 | Q4 2019 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 13 |
TODD ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ETRADE Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
DREMAN VALUE MANAGEMENT, L L C | 12 | 12 | 0.00% | 0.28% | 0.57% | Q2 2015 | Q1 2018 | 12 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 12 |
Pegasus Partners Ltd. | 6 | 6 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.11% | 1.27% | 1.47% | Q4 2018 | Q3 2021 | 12 |
WHV Investments, Inc. | 12 | 12 | 0.37% | 0.78% | 0.96% | Q2 2013 | Q1 2016 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
BRANDES INVESTMENT PARTNERS, LP | 11 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 12 |
Ironwood Financial, llc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Stonebridge Capital Advisors LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
PineBridge Investments, L.P. | 7 | 1 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.26% | 0.55% | 0.90% | Q2 2013 | Q2 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.20% | 0.44% | 0.68% | Q4 2014 | Q2 2021 | 12 |
FIRST TRUST ADVISORS LP | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
Bayesian Capital Management, LP | 5 | 1 | 0.04% | 0.14% | 0.27% | Q2 2016 | Q1 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2020 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.14% | 0.34% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Mondrian Investment Partners LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.11% | 0.14% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.13% | 0.28% | Q3 2015 | Q2 2023 | 12 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 12 |
STRS OHIO | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q2 2021 | 12 |
S. R. Schill & Associates | 12 | 12 | 0.15% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 0.04% | 1.57% | 2.09% | Q4 2020 | Q3 2023 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 4 | 0.05% | 0.11% | 0.34% | Q1 2014 | Q3 2021 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.01% | 2.01% | 4.32% | Q3 2014 | Q2 2023 | 12 |
Sentry Investments Corp. | 4 | 1 | 0.01% | 0.13% | 0.35% | Q2 2013 | Q4 2017 | 11 |
Princeton Alpha Management LP | 10 | 1 | 0.04% | 0.11% | 0.19% | Q4 2013 | Q1 2017 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hazelview Securities Inc. | 11 | 11 | 0.06% | 0.62% | 1.44% | Q1 2017 | Q3 2019 | 11 |
Veritable, L.P. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 11 |
STATE STREET CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
WFG Advisors, LP | 6 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 11 |
Joel Isaacson & Co., LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Penserra Capital Management LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 11 |
American Research & Management Co. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
TAYLOR ASSET MANAGEMENT INC | 11 | 11 | 0.78% | 2.27% | 4.82% | Q2 2013 | Q4 2015 | 11 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2014 | Q4 2020 | 11 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 11 |
Lowe Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
Squar Milner Financial Services LLC | 9 | 1 | 0.11% | 0.18% | 0.26% | Q4 2017 | Q2 2020 | 10 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Goelzer Investment Management, Inc. | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2022 | 10 |
Ninepoint Partners LP | 10 | 10 | 0.05% | 1.53% | 2.82% | Q3 2017 | Q4 2019 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
MARSHALL WACE ASIA Ltd | 6 | 4 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2021 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Bogart Wealth, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
MARTIN CURRIE LTD | 10 | 10 | 0.00% | 0.35% | 0.86% | Q4 2017 | Q1 2020 | 10 |
C M BIDWELL & ASSOCIATES LTD | 7 | 1 | 0.07% | 0.18% | 0.26% | Q2 2015 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.03% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 8 | 2 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Zurich Insurance Group Ltd/FI | 6 | 2 | 0.02% | 0.03% | 0.08% | Q3 2017 | Q2 2023 | 10 |
DERBY & COMPANY, INC | 10 | 10 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q3 2021 | 10 |
MATHER GROUP, LLC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.18% | 0.27% | 0.34% | Q2 2019 | Q3 2021 | 10 |
Avior Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2015 | 10 |
YHB Investment Advisors, Inc. | 9 | 1 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q2 2017 | 10 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.22% | Q4 2013 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 9 | 1 | 0.00% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Guidant Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
Harvest Fund Management Co., Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
ALGERT GLOBAL LLC | 5 | 2 | 0.02% | 0.30% | 0.86% | Q2 2013 | Q1 2022 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2019 | 10 |
Bell Bank | 9 | 1 | 0.27% | 0.57% | 0.72% | Q3 2014 | Q3 2019 | 10 |
Burt Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.12% | 0.24% | 0.35% | Q4 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Andra AP-fonden | 3 | 1 | 0.06% | 0.11% | 0.16% | Q1 2016 | Q1 2020 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 9 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q2 2023 | 9 |
GSB Wealth Management, LLC | 9 | 9 | 0.10% | 0.23% | 0.49% | Q1 2021 | Q1 2023 | 9 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q2 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q1 2019 | 9 |
MOTCO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 9 |
COMMERCE BANK | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 9 |
Pendal Group Ltd | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 9 |
MUFG Securities EMEA plc | 8 | 1 | 0.14% | 0.49% | 0.91% | Q4 2018 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Capital Bank & Trust Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q2 2023 | 9 |
Knights of Columbus Asset Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Sageworth Trust Co | 9 | 9 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.07% | 0.10% | 0.12% | Q3 2018 | Q1 2021 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 4 | 0.00% | 0.25% | 0.61% | Q3 2017 | Q3 2021 | 9 |
Pinnacle Bancorp, Inc. | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 9 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
AustralianSuper Pty Ltd | 9 | 9 | 0.11% | 0.43% | 0.62% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.06% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
G&S Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DAVIS-REA LTD. | 2 | 1 | 0.10% | 0.21% | 0.45% | Q2 2013 | Q1 2019 | 8 |
RNC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.34% | 0.77% | 1.40% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 1.61% | 1.78% | 1.82% | Q4 2021 | Q3 2023 | 8 |
GATEWAY INVESTMENT ADVISERS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 5 | 1 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q4 2013 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 8 |
Fusion Family Wealth LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 8 |
PRUDENTIAL FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 8 |
BECKER CAPITAL MANAGEMENT INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 8 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Nikko Asset Management Americas, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 8 |
Cetera Investment Advisers | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
TOBAM | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.01% | 0.20% | 0.44% | Q4 2017 | Q1 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 2 | 0.00% | 0.57% | 1.23% | Q2 2013 | Q2 2017 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Cornerstone Financial Partners, LLC | 7 | 1 | 0.32% | 0.58% | 0.77% | Q4 2015 | Q4 2017 | 8 |
HARDING LOEVNER LP | 8 | 8 | 0.00% | 0.69% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CKW FINANCIAL GROUP | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 1.98% | 2.48% | 3.24% | Q2 2013 | Q1 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 6 | 2 | 0.07% | 0.10% | 0.12% | Q4 2017 | Q4 2019 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ATWOOD & PALMER INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 8 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 8 |
Legg Mason Asset Management (Japan) Co., Ltd. | 5 | 3 | 0.43% | 0.54% | 0.72% | Q4 2019 | Q4 2021 | 8 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 8 |
Semmax Financial Advisors Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BALASA DINVERNO & FOLTZ LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
QCM Cayman, Ltd. | 4 | 1 | 0.05% | 0.33% | 0.69% | Q1 2015 | Q3 2021 | 8 |
Thornmark Asset Management Inc. | 7 | 7 | 0.64% | 1.98% | 2.51% | Q2 2013 | Q4 2014 | 7 |
Argent Trust Co | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Nicholas Hoffman & Company, LLC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Baskin Financial Services Inc. | 7 | 7 | 1.28% | 2.19% | 3.20% | Q4 2010 | Q2 2012 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PEG CAPITAL MANAGEMENT INC /NH/ | 7 | 7 | 3.22% | 4.40% | 4.77% | Q3 2013 | Q1 2015 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.19% | 0.23% | 0.29% | Q3 2018 | Q1 2020 | 7 |
AHL Partners LLP | 5 | 2 | 0.02% | 0.15% | 0.30% | Q4 2015 | Q4 2017 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 7 |
EverSource Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MV CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
Lombard Odier & Cie (Bahamas) Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.09% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
WealthTrust-Arizona, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.05% | 0.90% | 1.12% | Q3 2013 | Q1 2015 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.06% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.03% | 0.10% | 0.21% | Q3 2021 | Q1 2023 | 7 |
FDx Advisors, Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Stratos Investment Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q1 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.17% | 0.22% | 0.30% | Q3 2021 | Q1 2023 | 7 |
Apriem Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.10% | 0.28% | Q4 2018 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 1.38% | 1.44% | 1.50% | Q2 2013 | Q4 2014 | 7 |
Core Alternative Capital | 6 | 1 | 0.01% | 0.08% | 0.21% | Q4 2021 | Q3 2023 | 7 |
Field & Main Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Dynamic Capital Management Ltd | 1 | 1 | 0.15% | 0.37% | 0.96% | Q3 2013 | Q3 2018 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
CenterBook Partners LP | 7 | 7 | 0.12% | 0.25% | 0.35% | Q4 2021 | Q2 2023 | 7 |
ICON ADVISERS INC/CO | 6 | 1 | 0.08% | 0.47% | 0.57% | Q4 2017 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2015 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Unigestion Holding SA | 5 | 1 | 0.01% | 0.28% | 0.64% | Q3 2018 | Q1 2023 | 7 |
Evercore Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
First Allied Advisory Services, Inc. | 4 | 3 | 0.01% | 0.13% | 0.33% | Q2 2013 | Q1 2016 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 2 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q2 2022 | 7 |
MU Investments Co., Ltd. | 4 | 3 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q4 2017 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 7 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q1 2019 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2020 | 6 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 6 |
CAPITAL ADVISORS INC/OK | 6 | 6 | 0.08% | 0.16% | 0.28% | Q2 2015 | Q3 2016 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 6 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Level Financial Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
UNITED BANK, INC. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HIGH POINT BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.24% | 1.73% | 1.86% | Q2 2022 | Q3 2023 | 6 |
Americana Partners, LLC | 6 | 6 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Regency Capital Management Inc.\DE | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Cadence Bank | 6 | 6 | 0.18% | 0.20% | 0.22% | Q4 2017 | Q1 2019 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2019 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 6 |
Legacy Advisors, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 6 |
DC Investments Management, LLC | 4 | 2 | 0.05% | 0.20% | 0.44% | Q2 2018 | Q4 2020 | 6 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.04% | 0.19% | 0.38% | Q3 2020 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
HALSEY ASSOCIATES INC/CT | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2014 | 6 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 6 |
Crescent Grove Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.08% | 0.18% | 0.39% | Q1 2020 | Q2 2022 | 6 |
City State Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Lee Financial Co | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2020 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
SPROTT INC. | 3 | 1 | 0.05% | 0.70% | 1.34% | Q4 2013 | Q2 2017 | 6 |
Daiwa SB Investments Ltd. | 6 | 6 | 0.80% | 1.11% | 1.35% | Q3 2017 | Q4 2018 | 6 |
West Family Investments, Inc. | 5 | 1 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
D'Orazio & Associates, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 6 |
BROWN ADVISORY INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.22% | 0.32% | 0.39% | Q4 2021 | Q1 2023 | 6 |
Capital International Investors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.16% | 0.30% | 0.37% | Q2 2019 | Q3 2020 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.76% | 0.86% | 0.97% | Q4 2020 | Q1 2022 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Riverview Trust Co | 6 | 6 | 0.34% | 0.38% | 0.41% | Q4 2018 | Q1 2020 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 5 | 0.10% | 0.12% | 0.17% | Q3 2021 | Q3 2022 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.13% | 0.26% | 0.34% | Q4 2014 | Q4 2018 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.81% | 1.31% | 2.56% | Q4 2020 | Q4 2021 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Algebris Investments (UK) LLP | 4 | 1 | 0.35% | 0.58% | 0.96% | Q2 2015 | Q1 2017 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
HighVista Strategies LLC | 5 | 5 | 0.11% | 0.13% | 0.18% | Q4 2013 | Q4 2014 | 5 |
TEACHERS ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.30% | 0.35% | 0.39% | Q4 2013 | Q4 2014 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Wambolt & Associates, LLC | 5 | 5 | 0.12% | 0.28% | 0.41% | Q3 2022 | Q3 2023 | 5 |
ClearBridge Investments | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 5 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 5 |
WBI INVESTMENTS, LLC | 5 | 5 | 0.21% | 0.50% | 0.76% | Q2 2013 | Q2 2014 | 5 |
Richard P Slaughter Associates Inc | 5 | 5 | 0.39% | 0.42% | 0.43% | Q4 2022 | Q4 2023 | 5 |
Gifford Fong Associates | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
FSA Wealth Management LLC | 5 | 5 | 0.08% | 0.12% | 0.17% | Q4 2019 | Q4 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BANQUE PICTET & CIE SA | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Csenge Advisory Group | 3 | 2 | 0.08% | 0.17% | 0.28% | Q3 2018 | Q4 2019 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
PITCAIRN CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Norway Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 5 |
OSSIAM | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Grove Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 10.10% | 11.82% | 16.17% | Q2 2013 | Q2 2014 | 5 |
Liberty Capital Management, Inc. | 3 | 1 | 0.15% | 0.16% | 0.18% | Q1 2016 | Q3 2017 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
ING GROEP NV | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Ferris Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Bruderman Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NWAM LLC | 3 | 2 | 0.10% | 0.11% | 0.14% | Q1 2013 | Q3 2014 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Horizon Investments, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Covenant Partners, LLC | 5 | 5 | 0.18% | 0.45% | 0.53% | Q1 2019 | Q1 2020 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Forum Financial Management, LP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 5 |
National Pension Service | 4 | 1 | 0.17% | 0.21% | 0.25% | Q4 2016 | Q1 2020 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.05% | 0.13% | 0.24% | Q4 2017 | Q2 2020 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
AJO, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2019 | 4 |
F&C Asset Management plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CenterStar Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2021 | 4 |
LILLEY & CO | 4 | 4 | 0.18% | 0.18% | 0.19% | Q2 2013 | Q1 2014 | 4 |
SHUFRO ROSE & CO LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Monument Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.13% | 0.17% | 0.23% | Q4 2013 | Q4 2022 | 4 |
Autus Asset Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Sowa Financial Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.08% | 0.15% | Q2 2020 | Q3 2022 | 4 |
ProVise Management Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.05% | 0.13% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
apricus wealth, LLC | 4 | 4 | 0.18% | 0.46% | 0.74% | Q4 2021 | Q3 2022 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 4 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q2 2015 | 4 |
Quantitative Systematic Strategies LLC | 4 | 4 | 0.13% | 0.17% | 0.20% | Q1 2018 | Q4 2018 | 4 |
MIROVA | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
WEST BANCORPORATION INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.06% | 0.21% | Q1 2017 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
FORT PITT CAPITAL GROUP, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q1 2017 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q4 2019 | 4 |
D. SCOTT NEAL, INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.10% | 0.15% | Q3 2017 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 4 |
Daiwa Securities Group Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS BANK & TRUST | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.30% | 0.56% | 0.81% | Q3 2013 | Q2 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 4 |
Man Investments Ltd | 4 | 4 | 0.13% | 0.21% | 0.31% | Q3 2013 | Q2 2014 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 4 |
Community Capital Management, LLC | 4 | 4 | 0.38% | 0.41% | 0.45% | Q2 2022 | Q1 2023 | 4 |
INVESTMENT PARTNERS, LTD. | 3 | 1 | 0.18% | 0.21% | 0.29% | Q3 2018 | Q4 2019 | 4 |
Western Asset Management Company, LLC | 3 | 1 | 0.01% | 1.08% | 1.81% | Q3 2014 | Q3 2015 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Triasima Portfolio Management inc. | 2 | 2 | 1.64% | 2.54% | 2.93% | Q1 2021 | Q2 2023 | 4 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2023 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q1 2023 | 4 |
PLATINUM INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Mechanics Bank Trust Department | 4 | 4 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
CHUBB CORP | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q1 2014 | 4 |
Legacy Wealth Asset Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 4 |
ALLSTATE CORP | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.71% | 0.85% | 0.99% | Q2 2013 | Q4 2013 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.23% | 0.23% | 0.24% | Q4 2018 | Q2 2019 | 3 |
Capula Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q2 2021 | 3 |
NorthCoast Asset Management LLC | 2 | 1 | 0.11% | 0.22% | 0.30% | Q4 2014 | Q4 2019 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MAI Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Nuveen Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
XPONANCE, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2013 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 3.62% | 3.83% | 4.08% | Q2 2013 | Q4 2013 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SG3 Management, LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q1 2017 | Q3 2017 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.01% | 0.20% | 0.32% | Q3 2018 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
F3Logic, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Bragg Financial Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lehman Financial Resources, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.30% | 0.53% | 0.88% | Q2 2013 | Q4 2013 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q3 2015 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q1 2019 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Archer Investment Corp | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Community Financial Services Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BOSTON ADVISORS LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q2 2019 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q4 2018 | Q2 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 3 | 3 | 0.16% | 0.29% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2014 | Q2 2015 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2015 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.12% | 0.32% | Q4 2016 | Q4 2016 | 3 |
Sterling Investment Advisors, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.52% | 0.65% | 0.74% | Q1 2023 | Q3 2023 | 3 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.23% | 0.24% | 0.25% | Q2 2013 | Q4 2014 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MONTRUSCO BOLTON INVESTMENTS INC. | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
180 WEALTH ADVISORS, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.16% | 0.27% | 0.35% | Q4 2021 | Q3 2023 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
NEVILLE RODIE & SHAW INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Algebris (UK) Ltd | 3 | 3 | 12.69% | 13.35% | 14.37% | Q2 2021 | Q4 2021 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 3 |
Cinctive Capital Management LP | 3 | 3 | 0.07% | 0.24% | 0.37% | Q3 2020 | Q1 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Curated Wealth Partners LLC | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q2 2021 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
HERITAGE INVESTORS MANAGEMENT CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.08% | 0.15% | Q3 2017 | Q2 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
NOMURA HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Heritage Financial Services, LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Utah Retirement Systems | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Baron Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q4 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 3 |
Hoese & Co LLP | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Anson Funds Management LP | 1 | 1 | 0.08% | 0.46% | 1.13% | Q4 2019 | Q2 2022 | 3 |
DOWLING & YAHNKE LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Edgestream Partners, L.P. | 2 | 1 | 0.05% | 0.11% | 0.23% | Q1 2022 | Q1 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.52% | 0.72% | 0.82% | Q2 2014 | Q4 2014 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
TIAA, FSB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Handelsbanken Fonder AB | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q1 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 2.00% | 2.10% | 2.20% | Q2 2013 | Q3 2013 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SOUTHERN CAPITAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.21% | 0.24% | 0.27% | Q1 2020 | Q3 2020 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.04% | 0.20% | 0.36% | Q2 2013 | Q2 2015 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Concord Wealth Partners | 2 | 2 | 0.10% | 0.15% | 0.20% | Q4 2020 | Q1 2021 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.38% | 0.55% | Q2 2014 | Q4 2014 | 2 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.38% | 1.52% | 1.66% | Q4 2021 | Q1 2022 | 2 |
Versor Investments LP | 1 | 1 | 0.18% | 0.22% | 0.25% | Q3 2018 | Q3 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
LBN Advisers Ltd | 2 | 2 | 0.30% | 0.76% | 1.22% | Q3 2014 | Q4 2014 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Colony Family Offices, LLC | 1 | 1 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q1 2023 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NISA INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.37% | 0.39% | 0.42% | Q1 2021 | Q2 2021 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.34% | 0.36% | 0.38% | Q3 2017 | Q4 2017 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q1 2018 | Q2 2018 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.59% | 0.79% | 0.99% | Q2 2021 | Q3 2021 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q3 2023 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Seacliff Capital, LLC | 2 | 2 | 2.07% | 2.37% | 2.67% | Q4 2018 | Q1 2019 | 2 |
JB Capital LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2017 | Q4 2017 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 2 |
Choate Investment Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q3 2015 | 2 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 2 |
State of Wyoming | 1 | 1 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.08% | 0.20% | 0.33% | Q4 2021 | Q1 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 2 | 2 | 0.55% | 0.65% | 0.75% | Q3 2019 | Q4 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.35% | 0.35% | 0.36% | Q3 2021 | Q4 2021 | 2 |
MANA Advisors LLC | 1 | 1 | 0.23% | 0.57% | 0.92% | Q4 2017 | Q4 2018 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
NATIONAL PENN INVESTORS TRUST CO /PA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.96% | 0.96% | 0.97% | Q3 2017 | Q4 2017 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Park Place Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
COWEN INC. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q1 2014 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lomas Capital Management, LLC | 2 | 2 | 2.55% | 2.72% | 2.88% | Q2 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Perpetual Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.18% | 0.18% | 0.19% | Q3 2023 | Q4 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Capital Returns Management, LLC | 1 | 1 | 0.15% | 0.17% | 0.18% | Q2 2018 | Q4 2018 | 2 |
LBP AM SA | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Verum Partners LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 2 |
Strategic Investment Advisors / MI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
EDMUNDS WHITE PARTNERS LLC | 1 | 1 | 0.98% | 1.50% | 2.03% | Q2 2013 | Q4 2013 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.11% | 0.16% | Q2 2017 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
ADE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2021 | Q3 2021 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Interval Partners, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Addison Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Athanor Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JWEST, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2013 | Q4 2013 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Burgundy Asset Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Sciencast Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EDENTREE ASSET MANAGEMENT Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 8.62% | 8.62% | 8.62% | Q1 2022 | Q1 2022 | 1 |
GAM Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Independence Trust CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2015 | Q2 2015 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Value Star Asset Management (Hong Kong) Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
Covea Finance | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2015 | Q4 2015 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
EHP Funds Inc. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2022 | Q1 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2020 | Q3 2020 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2016 | Q4 2016 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Value Partners Investments Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Power Corp of Canada | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 4.19% | 4.19% | 4.19% | Q2 2023 | Q2 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2013 | Q2 2013 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 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% | Q2 2018 | Q2 2018 | 1 |
Sara-Bay Financial | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2018 | Q4 2018 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2015 | Q4 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2021 | Q3 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCIA Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own MANULIFE FINL CORP or have owned MANULIFE FINL CORP in the past.