Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 121 |
D. E. Shaw & Co., Inc. | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 91 |
Twin Tree Management, LP | 14 | 3 | 0.00% | 0.04% | 0.19% | Q2 2015 | Q2 2023 | 64 |
HUNTINGTON NATIONAL BANK | 36 | 22 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 58 |
Citadel Advisors | 23 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 58 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 49 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 47 |
BARCLAYS PLC | 34 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 46 |
Cheviot Value Management, LLC | 43 | 43 | 1.03% | 1.89% | 2.53% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.05% | 0.06% | Q1 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.29% | 0.39% | 0.47% | Q2 2013 | Q4 2023 | 43 |
Conestoga Capital Advisors, LLC | 43 | 43 | 0.01% | 0.05% | 0.16% | Q1 2013 | Q3 2023 | 43 |
MAR VISTA INVESTMENT PARTNERS LLC | 43 | 43 | 2.56% | 4.58% | 6.25% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.16% | 0.32% | 0.54% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.21% | 0.30% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 2.70% | 3.51% | 4.19% | Q2 2013 | Q3 2023 | 42 |
FENIMORE ASSET MANAGEMENT INC | 42 | 42 | 2.69% | 3.52% | 4.66% | Q2 2013 | Q3 2023 | 42 |
Broad Run Investment Management | 42 | 42 | 7.98% | 9.29% | 10.84% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.21% | 0.35% | 0.50% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
KIRR MARBACH & CO LLC /IN/ | 42 | 42 | 1.57% | 2.66% | 3.64% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.08% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.14% | 0.21% | 0.31% | Q2 2013 | Q3 2023 | 42 |
KEYBANK NATIONAL ASSOCIATION/OH | 42 | 42 | 0.01% | 0.01% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Gardner Russo & Gardner | 42 | 42 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AQR Capital Management | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.14% | 0.26% | 0.47% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.43% | 0.62% | 0.80% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.36% | 0.69% | 1.48% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.39% | 1.18% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.73% | 1.06% | 1.50% | Q2 2013 | Q3 2023 | 42 |
BARR E S & CO | 42 | 42 | 5.68% | 7.47% | 8.68% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 2.08% | 3.17% | 5.05% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Greenbrier Partners Capital Management, LLC | 42 | 42 | 3.33% | 5.55% | 8.46% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.30% | Q2 2013 | Q3 2023 | 42 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 42 | 42 | 0.20% | 0.43% | 0.78% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.04% | 0.06% | Q2 2012 | Q4 2022 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 41 | 1 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 1.94% | 2.79% | 3.64% | Q2 2013 | Q3 2023 | 42 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 42 | 42 | 2.84% | 5.22% | 8.43% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DAVIS SELECTED ADVISERS | 42 | 42 | 0.42% | 1.21% | 2.42% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SNYDER CAPITAL MANAGEMENT L P | 42 | 42 | 0.25% | 0.49% | 1.00% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.26% | 0.56% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.25% | 0.79% | 1.58% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.77% | 2.06% | 3.12% | Q2 2013 | Q3 2023 | 42 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 42 | 42 | 0.90% | 3.49% | 7.65% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Lafayette Investments | 42 | 42 | 5.74% | 7.54% | 9.31% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 5.35% | 8.47% | 12.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 3.97% | 5.40% | 6.57% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 2.32% | 3.19% | 3.94% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 33 | 8 | 0.00% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Edgemoor Investment Advisors, Inc. | 37 | 4 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.01% | 0.20% | 0.48% | Q3 2013 | Q3 2023 | 41 |
Highlander Capital Management, LLC | 33 | 8 | 0.03% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Motley Fool Asset Management LLC | 39 | 2 | 0.69% | 1.97% | 4.38% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.02% | 0.06% | 0.20% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 27 | 14 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.02% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
COMMERCE BANK | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 41 | 41 | 0.00% | 0.26% | 0.39% | Q3 2013 | Q3 2023 | 41 |
CIBC Asset Management Inc | 37 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.02% | 0.07% | 0.20% | Q4 2013 | Q4 2023 | 40 |
M&T BANK CORP | 40 | 40 | 0.02% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Heritage Wealth Advisors | 40 | 40 | 0.64% | 2.57% | 9.99% | Q4 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
FIRST NATIONAL BANK OF OMAHA | 40 | 40 | 0.36% | 0.56% | 1.00% | Q4 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES TRUST N.A. | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 4 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2023 | 40 |
CIBC WORLD MARKET INC. | 40 | 40 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 22 | 2 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 40 | 40 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
VAN DEN BERG MANAGEMENT I, INC | 39 | 39 | 0.07% | 2.06% | 4.61% | Q1 2014 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
FineMark National Bank & Trust | 21 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.07% | 0.20% | 0.37% | Q2 2013 | Q4 2022 | 39 |
CHECK CAPITAL MANAGEMENT INC/CA | 38 | 1 | 0.04% | 1.13% | 4.09% | Q4 2012 | Q3 2023 | 39 |
ProShare Advisors LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Pacifica Capital Investments, LLC | 39 | 39 | 0.08% | 0.28% | 0.42% | Q2 2013 | Q4 2022 | 39 |
Sather Financial Group Inc | 38 | 38 | 2.08% | 3.70% | 5.00% | Q2 2014 | Q3 2023 | 38 |
LPL Financial LLC | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 38 | 38 | 0.10% | 0.28% | 0.64% | Q2 2014 | Q3 2023 | 38 |
SG Americas Securities, LLC | 23 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 18 | 3 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 1.35% | 2.35% | 3.61% | Q2 2013 | Q3 2022 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
BRAVE ASSET MANAGEMENT INC | 25 | 12 | 0.14% | 0.21% | 0.31% | Q4 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 37 |
AMG National Trust Bank | 24 | 13 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q2 2023 | 37 |
Walleye Trading LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
NOMURA ASSET MANAGEMENT CO LTD | 35 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.07% | 0.11% | 0.15% | Q3 2014 | Q3 2023 | 37 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.06% | 0.16% | 0.22% | Q2 2013 | Q1 2022 | 36 |
BNP Paribas Asset Management Holding S.A. | 29 | 7 | 0.00% | 0.01% | 0.13% | Q1 2014 | Q3 2023 | 36 |
Veritable, L.P. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q2 2023 | 36 |
CREDIT AGRICOLE S A | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 5.23% | 7.20% | 9.00% | Q4 2014 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 36 | 36 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
AMALGAMATED BANK | 36 | 36 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CENTRAL BANK & TRUST CO | 36 | 36 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 36 |
DELTA ASSET MANAGEMENT LLC/TN | 32 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 0.29% | 0.68% | 2.17% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
ADIRONDACK TRUST CO | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
STRS OHIO | 34 | 1 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 35 |
Financial Architects, Inc | 29 | 1 | 0.03% | 0.31% | 0.64% | Q2 2013 | Q2 2023 | 35 |
BLAIR WILLIAM & CO/IL | 27 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Giverny Capital | 35 | 35 | 3.70% | 4.91% | 6.86% | Q1 2015 | Q3 2023 | 35 |
Ledyard National Bank | 34 | 1 | 0.02% | 0.62% | 1.46% | Q2 2013 | Q1 2022 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Neuberger Berman Group LLC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
HighTower Advisors, LLC | 34 | 34 | 0.00% | 0.08% | 0.23% | Q2 2015 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 27 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Evercore Wealth Management, LLC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Robeco Institutional Asset Management B.V. | 34 | 34 | 0.00% | 0.03% | 0.13% | Q2 2015 | Q3 2023 | 34 |
TCI Wealth Advisors, Inc. | 30 | 1 | 0.00% | 0.02% | 0.03% | Q4 2012 | Q1 2023 | 34 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 34 | 34 | 0.55% | 1.39% | 2.12% | Q2 2015 | Q3 2023 | 34 |
Rafferty Asset Management, LLC | 33 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q2 2022 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
MARTINGALE ASSET MANAGEMENT L P | 15 | 3 | 0.01% | 0.24% | 0.63% | Q2 2013 | Q3 2023 | 33 |
PARSONS CAPITAL MANAGEMENT INC/RI | 20 | 13 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 33 |
Akre Capital Management | 33 | 33 | 0.10% | 7.00% | 10.11% | Q2 2013 | Q2 2021 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 33 |
PEAK6 Group LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2018 | 33 |
World Asset Management Inc | 24 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 33 |
IBM Retirement Fund | 19 | 5 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q1 2022 | 33 |
DekaBank Deutsche Girozentrale | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
EATON VANCE MANAGEMENT | 33 | 33 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q3 2022 | 33 |
FIRST TRUST ADVISORS LP | 11 | 3 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q3 2023 | 33 |
WESTPAC BANKING CORP | 32 | 32 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Korea Investment CORP | 32 | 32 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 32 |
KBC Group NV | 32 | 32 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Asset Management One Co., Ltd. | 32 | 32 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.04% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 32 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 32 |
Daiwa Securities Group Inc. | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Psagot Value Holdings Ltd. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Livforsakringsbolaget Skandia, Omsesidigt | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 32 | 32 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 32 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 32 | 32 | 0.05% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Gulf International Bank (UK) Ltd | 32 | 32 | 0.04% | 0.06% | 0.07% | Q4 2015 | Q3 2023 | 32 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 32 | 32 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 32 |
YCG, LLC | 32 | 32 | 0.05% | 0.15% | 0.24% | Q2 2013 | Q1 2021 | 32 |
MACQUARIE GROUP LTD | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
NORDEA INVESTMENT MANAGEMENT AB | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 32 | 32 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Sumitomo Mitsui Trust Holdings, Inc. | 32 | 32 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Ironwood Investment Counsel, LLC | 29 | 1 | 0.04% | 0.68% | 1.24% | Q3 2014 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.03% | 0.17% | Q4 2015 | Q3 2023 | 32 |
NEW ENGLAND ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q4 2022 | 32 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
VALLEY NATIONAL ADVISERS INC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
National Pension Service | 31 | 31 | 0.00% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
COMERICA BANK | 25 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
CITY HOLDING CO | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Corbenic Partners LLC | 19 | 11 | 0.17% | 0.51% | 1.14% | Q2 2013 | Q2 2022 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 1 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 30 |
Arizona State Retirement System | 30 | 30 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 16 | 14 | 0.03% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 30 |
Savant Capital, LLC | 30 | 30 | 0.01% | 0.04% | 0.17% | Q2 2016 | Q3 2023 | 30 |
FEDERATED HERMES, INC. | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Polar Capital LLP | 30 | 30 | 0.51% | 1.17% | 1.78% | Q2 2013 | Q3 2020 | 30 |
SHELL ASSET MANAGEMENT CO | 24 | 6 | 0.00% | 0.09% | 0.26% | Q4 2015 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 30 |
SCHWARTZ INVESTMENT COUNSEL INC | 14 | 1 | 0.02% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 29 |
WealthPLAN Partners, LLC | 21 | 1 | 0.00% | 0.07% | 0.18% | Q1 2015 | Q2 2023 | 29 |
Andra AP-fonden | 12 | 5 | 0.04% | 0.19% | 0.52% | Q4 2015 | Q2 2023 | 29 |
North Star Investment Management Corp. | 17 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Quantbot Technologies LP | 16 | 1 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q3 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 29 |
Carroll Financial Associates, Inc. | 28 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 29 |
TD ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Hosking Partners LLP | 29 | 29 | 0.41% | 0.52% | 0.74% | Q3 2015 | Q3 2022 | 29 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 1.34% | 2.16% | 3.03% | Q2 2013 | Q2 2020 | 29 |
COMMUNITY TRUST & INVESTMENT CO | 29 | 29 | 0.65% | 1.79% | 2.26% | Q2 2013 | Q2 2020 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 4 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 28 |
MENLO ADVISORS LLC | 28 | 28 | 3.32% | 4.53% | 6.89% | Q2 2013 | Q1 2020 | 28 |
Rathbones Group PLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.23% | 0.54% | 0.86% | Q4 2016 | Q3 2023 | 28 |
ANCHOR CAPITAL ADVISORS LLC | 28 | 28 | 0.50% | 1.28% | 2.05% | Q4 2016 | Q3 2023 | 28 |
MARATHON ASSET MANAGEMENT LLP | 22 | 6 | 0.28% | 0.66% | 1.13% | Q1 2014 | Q2 2021 | 28 |
Atlantic Union Bankshares Corp | 27 | 1 | 0.02% | 0.09% | 0.16% | Q1 2014 | Q4 2022 | 28 |
STEGINSKY CAPITAL LLC | 28 | 28 | 11.22% | 13.96% | 19.01% | Q4 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 27 | 1 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Alberta Investment Management Corp | 19 | 9 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Royal Fund Management, LLC | 28 | 28 | 0.09% | 0.20% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Ridgewood Investments LLC | 28 | 28 | 1.58% | 2.42% | 3.37% | Q4 2016 | Q3 2023 | 28 |
Allianz Asset Management GmbH | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2021 | 27 |
RKL Wealth Management LLC | 27 | 27 | 0.11% | 0.16% | 0.24% | Q1 2017 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.43% | 0.89% | 1.79% | Q1 2013 | Q3 2019 | 27 |
QUADRANT CAPITAL GROUP LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Clarkston Capital Partners, LLC | 27 | 27 | 0.01% | 1.57% | 2.10% | Q2 2013 | Q4 2019 | 27 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 3 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.04% | 0.16% | Q2 2014 | Q4 2021 | 27 |
STEINBERG ASSET MANAGEMENT LLC | 27 | 27 | 0.40% | 1.07% | 2.67% | Q2 2013 | Q4 2019 | 27 |
ALTA CAPITAL MANAGEMENT LLC/ | 27 | 27 | 1.24% | 2.19% | 3.81% | Q1 2017 | Q3 2023 | 27 |
Adalta Capital Management LLC | 27 | 27 | 0.20% | 1.42% | 3.05% | Q1 2017 | Q3 2023 | 27 |
WMS Partners, LLC | 18 | 1 | 0.03% | 0.11% | 0.33% | Q2 2013 | Q1 2022 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 27 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 1.02% | 1.90% | 2.75% | Q2 2013 | Q3 2019 | 26 |
FIRST QUADRANT LLC/CA | 24 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 26 |
Plante Moran Financial Advisors, LLC | 21 | 5 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2023 | 26 |
Sargent Bickham Lagudis LLC | 14 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Allen Investment Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
ACG Wealth | 14 | 1 | 0.15% | 0.47% | 0.66% | Q2 2013 | Q2 2021 | 26 |
Clearstead Trust, LLC | 26 | 26 | 0.08% | 0.63% | 2.02% | Q4 2016 | Q1 2023 | 26 |
APG Asset Management N.V. | 22 | 4 | 0.00% | 0.09% | 0.25% | Q1 2016 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 10 | 1 | 0.00% | 0.09% | 0.16% | Q1 2014 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.13% | 0.19% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Candriam S.C.A. | 15 | 5 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 26 |
abrdn plc | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
COLONY GROUP LLC | 24 | 1 | 0.00% | 0.14% | 0.31% | Q1 2014 | Q3 2023 | 25 |
SUNTRUST BANKS INC | 15 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 25 |
Narwhal Capital Management | 25 | 25 | 0.04% | 0.30% | 0.51% | Q2 2014 | Q2 2020 | 25 |
SECURITY ASSET MANAGEMENT | 25 | 25 | 1.06% | 1.44% | 2.14% | Q1 2017 | Q1 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.13% | 0.22% | 0.29% | Q4 2016 | Q4 2022 | 25 |
Somerset Trust Co | 18 | 3 | 0.08% | 0.37% | 0.55% | Q4 2013 | Q3 2023 | 25 |
Yorktown Management & Research Co Inc | 25 | 25 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q2 2019 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.05% | 0.19% | 0.57% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2021 | 24 |
Cribstone Capital Management, LLC | 15 | 9 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q4 2022 | 24 |
EDGAR LOMAX CO/VA | 24 | 24 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2021 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 24 |
AXA S.A. | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 24 |
AMP Capital Investors Ltd | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2021 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Poehling Capital Management, INC. | 24 | 24 | 0.30% | 2.78% | 5.48% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.76% | 1.18% | 1.44% | Q2 2013 | Q1 2019 | 24 |
Avior Wealth Management, LLC | 15 | 9 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q3 2023 | 24 |
ZACKS INVESTMENT MANAGEMENT | 11 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2021 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Norman Fields, Gottscho Capital Management, LLC | 24 | 24 | 0.12% | 0.32% | 1.55% | Q1 2018 | Q4 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.23% | 0.98% | 2.10% | Q4 2017 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.07% | 0.13% | 0.27% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Buffington Mohr McNeal | 24 | 24 | 0.19% | 0.23% | 0.26% | Q2 2017 | Q1 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.20% | 0.38% | 0.68% | Q4 2017 | Q3 2023 | 24 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 1 | 0.01% | 0.12% | 0.20% | Q2 2016 | Q3 2023 | 24 |
Chevy Chase Trust Holdings, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
D'Orazio & Associates, Inc. | 23 | 23 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2021 | 23 |
Weitz Investment Management | 23 | 23 | 0.12% | 1.98% | 3.25% | Q1 2018 | Q3 2023 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 0.37% | 0.82% | 1.84% | Q2 2013 | Q4 2018 | 23 |
GREENLEAF TRUST | 13 | 4 | 0.00% | 0.26% | 0.84% | Q2 2013 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.25% | 0.48% | 0.71% | Q2 2013 | Q4 2018 | 23 |
Asset Dedication, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
GUGGENHEIM CAPITAL LLC | 12 | 2 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q3 2023 | 23 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 23 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 2 | 0.11% | 0.61% | 1.05% | Q4 2016 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
PICTET ASSET MANAGEMENT LTD | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 23 |
Wills Financial Group, Inc. | 18 | 1 | 0.09% | 1.06% | 2.64% | Q1 2017 | Q3 2023 | 23 |
COMMONWEALTH BANK OF AUSTRALIA | 18 | 1 | 0.00% | 0.77% | 2.27% | Q2 2013 | Q2 2019 | 23 |
Snowden Capital Advisors LLC | 18 | 5 | 0.01% | 0.14% | 0.27% | Q3 2016 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 23 |
MainStreet Investment Advisors LLC | 18 | 5 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 5 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 22 |
Vident Investment Advisory, LLC | 11 | 3 | 0.01% | 0.08% | 0.44% | Q3 2015 | Q2 2023 | 22 |
Smith, Salley & Associates | 22 | 22 | 0.50% | 0.79% | 1.12% | Q2 2018 | Q3 2023 | 22 |
Penserra Capital Management LLC | 17 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 22 |
SCHARF INVESTMENTS, LLC | 12 | 10 | 0.03% | 3.42% | 5.47% | Q3 2013 | Q3 2023 | 22 |
Brown Advisory Securities, LLC | 22 | 22 | 0.06% | 0.15% | 0.23% | Q4 2013 | Q1 2019 | 22 |
Cerity Partners LLC | 19 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.05% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 5 | 2 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.02% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Roundview Capital LLC | 22 | 22 | 0.23% | 0.50% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 17 | 1 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 22 |
Epoch Investment Partners, Inc. | 18 | 4 | 0.01% | 0.11% | 0.34% | Q1 2016 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 22 |
MCF Advisors LLC | 14 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
GUARDIAN CAPITAL LP | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 21 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q1 2023 | 21 |
GAM Holding AG | 11 | 3 | 0.00% | 0.34% | 0.90% | Q2 2013 | Q3 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.10% | 1.03% | 1.51% | Q4 2017 | Q4 2022 | 21 |
Gilbert & Cook, Inc. | 19 | 1 | 0.06% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 21 |
Miller Investment Management, LP | 21 | 21 | 0.10% | 0.15% | 0.28% | Q1 2015 | Q1 2020 | 21 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.12% | 0.23% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Court Place Advisors, LLC | 20 | 20 | 0.20% | 1.00% | 1.56% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BANYAN CAPITAL MANAGEMENT, INC. | 20 | 20 | 2.42% | 8.14% | 10.50% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.03% | 0.14% | 0.31% | Q4 2018 | Q3 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.02% | 0.58% | 1.07% | Q2 2013 | Q2 2018 | 20 |
Quantinno Capital Management LP | 20 | 20 | 0.02% | 0.17% | 0.40% | Q4 2018 | Q3 2023 | 20 |
VICUS CAPITAL | 20 | 20 | 0.04% | 0.06% | 0.07% | Q3 2015 | Q2 2020 | 20 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q4 2021 | 20 |
PECAUT & CO. | 20 | 20 | 0.22% | 0.30% | 0.54% | Q4 2018 | Q3 2023 | 20 |
LORD, ABBETT & CO. LLC | 19 | 1 | 0.05% | 0.13% | 0.18% | Q2 2013 | Q4 2022 | 20 |
Sepio Capital, LP | 20 | 20 | 0.07% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 14 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Assenagon Asset Management S.A. | 11 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.08% | 0.18% | 0.59% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.08% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q1 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
REGENTATLANTIC CAPITAL LLC | 13 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2022 | 19 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.08% | 0.37% | 0.64% | Q3 2015 | Q1 2020 | 19 |
NEEDELMAN ASSET MANAGEMENT INC | 19 | 19 | 3.06% | 3.90% | 4.75% | Q4 2013 | Q2 2018 | 19 |
VNBTrust, National Association | 17 | 2 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q2 2018 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.06% | 0.24% | 0.68% | Q1 2019 | Q3 2023 | 19 |
Stack Financial Management, Inc | 19 | 19 | 1.89% | 2.45% | 3.54% | Q2 2013 | Q4 2017 | 19 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 3 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2021 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
LS Investment Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2020 | 19 |
NATIXIS ADVISORS, L.P. | 14 | 5 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
FORSTA AP-FONDEN | 7 | 2 | 0.01% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 18 | 18 | 0.03% | 0.12% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
JACOBSON & SCHMITT ADVISORS, LLC | 18 | 18 | 2.91% | 3.37% | 3.74% | Q4 2015 | Q1 2020 | 18 |
Schonfeld Strategic Advisors LLC | 13 | 1 | 0.00% | 0.12% | 0.56% | Q2 2018 | Q3 2023 | 18 |
Banco Santander, S.A. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 18 | 18 | 0.00% | 0.28% | 0.54% | Q3 2015 | Q4 2019 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q3 2017 | 18 |
JAG CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 1.26% | 2.82% | Q2 2014 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q3 2023 | 18 |
Sentry Investments Corp. | 18 | 18 | 0.16% | 0.29% | 0.39% | Q4 2013 | Q1 2018 | 18 |
CHESAPEAKE ASSET MANAGEMENT LLC | 18 | 18 | 0.14% | 0.25% | 0.38% | Q2 2013 | Q3 2017 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 18 |
Fruth Investment Management | 18 | 18 | 0.09% | 0.26% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Hills Bank & Trust Co | 14 | 3 | 0.05% | 0.19% | 0.34% | Q2 2019 | Q3 2023 | 17 |
TRUST CO OF VIRGINIA /VA | 6 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 17 |
Cowen Prime Services LLC | 11 | 6 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q2 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Community Bank, N.A. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 17 |
KEATING INVESTMENT COUNSELORS INC | 17 | 17 | 0.11% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.09% | 0.62% | Q4 2018 | Q4 2022 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 2 | 0.01% | 0.23% | 0.38% | Q3 2016 | Q2 2021 | 17 |
Johnson Financial Group, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.03% | 0.22% | 0.87% | Q4 2018 | Q3 2023 | 17 |
American Portfolios Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q2 2023 | 17 |
Echo Street Capital Management LLC | 12 | 5 | 0.14% | 0.49% | 1.12% | Q4 2018 | Q3 2023 | 17 |
Cannell & Co. | 12 | 5 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 17 |
WESTWOOD HOLDINGS GROUP INC | 17 | 17 | 0.00% | 0.06% | 0.15% | Q4 2015 | Q4 2019 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 17 | 17 | 0.08% | 0.14% | 0.23% | Q4 2016 | Q4 2020 | 17 |
Cordasco Financial Network | 17 | 17 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q2 2022 | 17 |
NATIXIS | 6 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 17 |
Mariner, LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 17 |
Northwest Quadrant Wealth Management, LLC | 13 | 4 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 17 |
Crestwood Advisors Group, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Elgethun Capital Management | 9 | 7 | 0.11% | 0.40% | 0.88% | Q1 2018 | Q3 2023 | 16 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.11% | 0.38% | Q4 2015 | Q3 2023 | 16 |
Select Equity Group, L.P. | 8 | 1 | 0.02% | 0.91% | 2.77% | Q4 2013 | Q2 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.08% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 16 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 12 | 1 | 0.13% | 0.30% | 0.44% | Q3 2014 | Q3 2020 | 16 |
Boston Partners | 15 | 1 | 0.00% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.09% | 0.14% | 0.36% | Q4 2019 | Q3 2023 | 16 |
CHILTON INVESTMENT CO INC. | 4 | 1 | 0.01% | 0.07% | 0.23% | Q3 2013 | Q1 2022 | 16 |
EXENCIAL WEALTH ADVISORS, LLC | 16 | 16 | 0.04% | 0.10% | 0.21% | Q1 2016 | Q4 2019 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.01% | 0.06% | 0.10% | Q4 2016 | Q3 2020 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.10% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
PYA Waltman Capital, LLC | 16 | 16 | 1.40% | 6.05% | 7.49% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.72% | 0.99% | 1.20% | Q4 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 13 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2021 | 16 |
NN Investment Partners Holdings N.V. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 16 |
Live Oak Private Wealth LLC | 16 | 16 | 0.34% | 0.87% | 1.88% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Mount Yale Investment Advisors, LLC | 13 | 3 | 0.01% | 0.14% | 0.27% | Q1 2018 | Q3 2023 | 16 |
ROYCE & ASSOCIATES LP | 16 | 16 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q1 2017 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.39% | 0.64% | 0.98% | Q2 2013 | Q1 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.17% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Jacobsen Capital Management | 12 | 3 | 0.24% | 0.77% | 1.32% | Q2 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GoodHaven Capital Management | 15 | 15 | 1.45% | 2.00% | 2.42% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 10 | 5 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Capital Research Global Investors | 15 | 15 | 0.01% | 0.07% | 0.11% | Q1 2015 | Q3 2018 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q1 2020 | 15 |
Blue Edge Capital, LLC | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.01% | 0.05% | 0.16% | Q4 2015 | Q2 2019 | 15 |
One Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 15 |
Windsor Financial Group, LLC | 15 | 15 | 2.43% | 3.17% | 3.84% | Q4 2013 | Q2 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Prana Capital Management, LP | 10 | 5 | 0.40% | 1.45% | 2.83% | Q1 2019 | Q4 2022 | 15 |
DIVIDEND ASSETS CAPITAL, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q2 2018 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Shelter Mutual Insurance Co | 15 | 15 | 0.38% | 0.42% | 0.49% | Q1 2020 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.02% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.09% | 0.23% | Q2 2017 | Q3 2023 | 15 |
Shelter Ins Retirement Plan | 15 | 15 | 0.31% | 0.49% | 0.86% | Q1 2020 | Q3 2023 | 15 |
QS Investors, LLC | 7 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q1 2021 | 15 |
CIBC Private Wealth Group, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.34% | 0.39% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Inspire Investing, LLC | 15 | 15 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MANCHESTER FINANCIAL INC | 8 | 1 | 0.00% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Checchi Capital Advisers, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 15 |
Prospera Financial Services Inc | 10 | 2 | 0.00% | 0.06% | 0.17% | Q1 2018 | Q2 2022 | 15 |
JUPITER ASSET MANAGEMENT LTD | 8 | 1 | 0.04% | 0.35% | 0.82% | Q1 2015 | Q4 2022 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 15 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.22% | 0.68% | 1.37% | Q1 2020 | Q3 2023 | 15 |
EDGE ASSET MANAGEMENT, INC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q1 2017 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 14 | 1 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q2 2023 | 15 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.03% | 0.06% | 0.07% | Q1 2016 | Q2 2019 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 14 |
QUALCOMM INC/DE | 14 | 14 | 0.52% | 1.78% | 3.16% | Q2 2013 | Q3 2016 | 14 |
BOOTHBAY FUND MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 14 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 14 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 7 | 2 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q2 2017 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.19% | 0.28% | 0.38% | Q4 2018 | Q1 2022 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 14 | 0.09% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST MERCANTILE TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2021 | 14 |
SEIZERT CAPITAL PARTNERS, LLC | 14 | 14 | 0.37% | 0.99% | 1.27% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.40% | 0.47% | 0.62% | Q2 2020 | Q3 2023 | 14 |
FINANCIAL COUNSELORS INC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.67% | 1.10% | 1.61% | Q3 2020 | Q4 2023 | 14 |
Aureus Asset Management, LLC | 14 | 14 | 0.02% | 0.06% | 0.13% | Q3 2017 | Q4 2020 | 14 |
Tredje AP-fonden | 9 | 5 | 0.00% | 0.09% | 0.20% | Q1 2016 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.06% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 11 | 1 | 0.01% | 0.06% | 0.15% | Q3 2014 | Q2 2022 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2023 | 14 |
Ruffer LLP | 14 | 14 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 8 | 1 | 0.01% | 0.04% | 0.20% | Q2 2017 | Q4 2022 | 14 |
ETF MANAGERS GROUP, LLC | 9 | 1 | 0.00% | 0.06% | 0.74% | Q1 2016 | Q1 2021 | 14 |
DUNCKER STREETT & CO INC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2019 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.14% | 0.46% | Q2 2016 | Q4 2022 | 13 |
First Financial Bank - Trust Division | 10 | 3 | 0.04% | 0.07% | 0.10% | Q1 2013 | Q3 2017 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 13 | 13 | 1.59% | 1.93% | 2.07% | Q1 2016 | Q1 2019 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
NORTHROAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.24% | 0.30% | 0.37% | Q2 2013 | Q2 2016 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 13 |
MML INVESTORS SERVICES, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Crewe Advisors LLC | 12 | 1 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q2 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.01% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 13 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.09% | 0.21% | Q3 2019 | Q3 2023 | 13 |
First Personal Financial Services | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.32% | 0.42% | Q2 2018 | Q3 2023 | 13 |
Voya Financial Advisors, Inc. | 11 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 13 |
Front Street Capital Management, Inc. | 9 | 1 | 0.06% | 0.53% | 1.20% | Q3 2018 | Q3 2023 | 13 |
Avalon Investment & Advisory | 13 | 13 | 0.07% | 0.09% | 0.14% | Q3 2018 | Q3 2021 | 13 |
Redpoint Investment Management Pty Ltd | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2022 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.01% | 0.09% | Q2 2019 | Q3 2022 | 13 |
Zurich Insurance Group Ltd/FI | 10 | 3 | 0.05% | 0.49% | 0.95% | Q3 2017 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 11 | 2 | 0.00% | 0.12% | 0.24% | Q4 2016 | Q3 2023 | 13 |
RATIONAL ADVISORS LLC | 6 | 3 | 0.00% | 0.22% | 0.90% | Q1 2018 | Q2 2023 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.11% | 0.52% | Q3 2017 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TDAM USA INC. | 12 | 12 | 0.03% | 0.07% | 0.10% | Q1 2016 | Q4 2018 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.07% | 0.12% | 0.23% | Q2 2013 | Q1 2016 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.20% | 0.36% | Q4 2020 | Q3 2023 | 12 |
SeaBridge Investment Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
Linscomb & Williams, Inc. | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.24% | 0.54% | 2.12% | Q4 2020 | Q3 2023 | 12 |
BP PLC | 8 | 4 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q2 2021 | 12 |
Covington Capital Management | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 12 |
2Xideas AG | 12 | 12 | 0.88% | 1.67% | 3.08% | Q4 2020 | Q3 2023 | 12 |
FIRST CITIZENS BANK & TRUST CO | 5 | 2 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 12 |
PRUDENTIAL PLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 12 |
Vantage Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2017 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MEYER HANDELMAN CO | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.06% | 0.39% | Q4 2018 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 1.05% | 1.22% | 1.39% | Q4 2020 | Q3 2023 | 12 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 12 |
Channing Capital Management, LLC | 12 | 12 | 0.33% | 0.43% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.09% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 6 | 1 | 0.02% | 0.12% | 0.56% | Q4 2018 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 12 |
JARISLOWSKY, FRASER Ltd | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 12 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.08% | 0.21% | 0.43% | Q1 2017 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 10.58% | 12.92% | 15.28% | Q4 2020 | Q3 2023 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.46% | 0.81% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Intellectus Partners, LLC | 12 | 12 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 7 | 4 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q1 2021 | 11 |
Salomon & Ludwin, LLC | 6 | 5 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 11 |
Annandale Capital, LLC | 11 | 11 | 0.51% | 0.82% | 1.06% | Q1 2021 | Q3 2023 | 11 |
Avestar Capital, LLC | 10 | 1 | 0.00% | 0.11% | 0.22% | Q1 2019 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.27% | 0.36% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 11 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.01% | 0.18% | 0.45% | Q4 2019 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2020 | 11 |
KLINGENSTEIN FIELDS & CO LP | 6 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2019 | 11 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11 | 11 | 0.06% | 0.49% | 0.83% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 11 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.11% | 0.22% | 0.45% | Q1 2021 | Q3 2023 | 11 |
West Oak Capital, LLC | 11 | 11 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q4 2018 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.58% | 0.97% | 1.39% | Q4 2020 | Q3 2023 | 11 |
Bellevue Group AG | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Bares Capital Management | 11 | 11 | 2.47% | 4.99% | 6.08% | Q2 2015 | Q4 2017 | 11 |
Pegasus Partners Ltd. | 11 | 11 | 0.04% | 0.24% | 0.46% | Q2 2019 | Q4 2021 | 11 |
Tributary Capital Management, LLC | 10 | 1 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 11 |
Blue Zone Wealth Advisors, LLC | 11 | 11 | 0.88% | 1.38% | 1.92% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 4 | 1 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q2 2020 | 11 |
PhiloSmith Capital Corp | 11 | 11 | 2.54% | 3.13% | 3.45% | Q4 2016 | Q2 2019 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.27% | 0.32% | 0.41% | Q1 2020 | Q3 2022 | 11 |
PineBridge Investments, L.P. | 7 | 1 | 0.00% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q1 2022 | 11 |
Qube Research & Technologies Ltd | 7 | 2 | 0.01% | 0.07% | 0.19% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Point72 Hong Kong Ltd | 4 | 1 | 0.01% | 0.07% | 0.15% | Q4 2014 | Q3 2022 | 11 |
BANK OF NOVA SCOTIA TRUST CO | 11 | 11 | 0.03% | 0.05% | 0.09% | Q4 2013 | Q2 2016 | 11 |
Fi3 FINANCIAL ADVISORS, LLC | 11 | 11 | 0.60% | 0.81% | 1.11% | Q1 2021 | Q3 2023 | 11 |
OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 3 | 0.05% | 0.15% | 0.35% | Q3 2018 | Q3 2021 | 11 |
Southeast Asset Advisors Inc. | 10 | 1 | 0.10% | 0.38% | 0.70% | Q2 2013 | Q3 2023 | 11 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 11 | 11 | 0.12% | 0.30% | 0.36% | Q4 2017 | Q2 2020 | 11 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 11 |
USS Investment Management Ltd | 9 | 2 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 11 |
Arlington Partners LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 11 |
Arcus Capital Partners, LLC | 11 | 11 | 0.02% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 11 |
LBA Wealth Management, LLC | 11 | 11 | 0.02% | 0.07% | 0.14% | Q3 2014 | Q1 2017 | 11 |
Professional Financial Advisors, LLC | 9 | 2 | 0.00% | 0.11% | 0.79% | Q4 2019 | Q3 2022 | 11 |
Baltimore-Washington Financial Advisors, Inc. | 11 | 11 | 0.64% | 1.31% | 1.78% | Q2 2014 | Q4 2016 | 11 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Numeric Investors LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2017 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Capco Asset Management, LLC | 10 | 10 | 3.90% | 9.39% | 11.56% | Q2 2021 | Q3 2023 | 10 |
Investidor Profissional Gestao de Recursos Ltda. | 10 | 10 | 1.70% | 4.34% | 7.64% | Q2 2018 | Q3 2020 | 10 |
Shay Capital LLC | 10 | 10 | 0.25% | 0.78% | 1.63% | Q4 2020 | Q1 2023 | 10 |
HOWLAND CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Hilltop Holdings Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Canal Capital Management, LLC | 8 | 2 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.03% | 0.06% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2021 | 10 |
Capital Investment Advisory Services, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 10 |
Regency Capital Management Inc.\DE | 7 | 3 | 0.02% | 1.68% | 4.21% | Q1 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
COURAGE CAPITAL MANAGEMENT LLC | 10 | 10 | 1.98% | 3.97% | 6.00% | Q2 2013 | Q3 2015 | 10 |
Nationwide Fund Advisors | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 10 |
Lindbrook Capital, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 10 |
SPECTRUM ADVISORY SERVICES INC | 10 | 10 | 0.07% | 0.10% | 0.13% | Q4 2013 | Q1 2016 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
AHL Partners LLP | 5 | 2 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q4 2017 | 10 |
AlphaCrest Capital Management LLC | 4 | 2 | 0.03% | 0.06% | 0.11% | Q2 2019 | Q3 2022 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Ellevest, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 10 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 4 | 2 | 0.00% | 0.35% | 0.65% | Q2 2015 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q1 2019 | 9 |
Sterneck Capital Management, LLC | 9 | 9 | 0.12% | 1.26% | 1.83% | Q2 2013 | Q2 2015 | 9 |
MACRO Consulting Group | 9 | 9 | 0.14% | 1.58% | 4.67% | Q2 2019 | Q2 2021 | 9 |
Parametrica Management Ltd | 6 | 3 | 0.20% | 0.44% | 0.73% | Q4 2016 | Q1 2019 | 9 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.01% | 0.06% | 0.18% | Q2 2015 | Q1 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Enterprise Bank & Trust Co | 9 | 9 | 0.31% | 0.42% | 0.47% | Q1 2019 | Q1 2021 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 1.84% | 2.02% | 2.33% | Q3 2021 | Q3 2023 | 9 |
Baskin Financial Services Inc. | 9 | 9 | 0.08% | 1.68% | 2.06% | Q1 2018 | Q1 2020 | 9 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 9 |
Bay Rivers Group | 9 | 9 | 0.23% | 0.33% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 9 |
Opal Wealth Advisors, LLC | 9 | 9 | 0.20% | 0.26% | 0.40% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.06% | 0.14% | 0.38% | Q1 2021 | Q1 2023 | 9 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.19% | 1.21% | Q2 2013 | Q4 2021 | 9 |
BAXTER BROS INC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 9 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.03% | Q3 2012 | Q3 2022 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
COOKE & BIELER LP | 6 | 3 | 0.10% | 0.68% | 1.03% | Q3 2017 | Q3 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 9 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.06% | 0.09% | Q2 2017 | Q1 2020 | 9 |
REINHART PARTNERS, LLC. | 9 | 9 | 0.90% | 1.44% | 2.02% | Q2 2013 | Q2 2015 | 9 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2019 | 9 |
PGGM Investments | 5 | 4 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Fortis Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TFC Financial Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
WINTRUST INVESTMENTS LLC | 9 | 9 | 0.04% | 0.11% | 0.19% | Q2 2016 | Q2 2018 | 9 |
Dai-ichi Life Insurance Company, Ltd | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 9 |
Richard Bernstein Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 9 |
WHEATLAND ADVISORS INC | 6 | 3 | 0.16% | 0.20% | 0.29% | Q3 2017 | Q4 2019 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.10% | 0.75% | Q1 2016 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Rikoon Group, LLC | 7 | 2 | 0.09% | 0.11% | 0.18% | Q1 2017 | Q1 2021 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
WASHINGTON TRUST BANK | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2018 | 9 |
Seneca House Advisors | 9 | 9 | 0.27% | 1.92% | 3.57% | Q3 2021 | Q3 2023 | 9 |
MIDDLETON & CO INC/MA | 9 | 9 | 0.10% | 0.10% | 0.11% | Q4 2015 | Q4 2017 | 9 |
AIA Group Ltd | 5 | 3 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q1 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 8 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
SII INVESTMENTS INC/WI | 7 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2017 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.67% | 0.76% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Calamos Wealth Management LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
INTEGRATED WEALTH COUNSEL, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Robotti & Company | 8 | 8 | 0.10% | 0.18% | 0.32% | Q1 2021 | Q4 2022 | 8 |
WCM INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Quantamental Technologies LLC | 3 | 1 | 0.02% | 0.25% | 0.44% | Q4 2018 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Graham Holdings Co | 8 | 8 | 6.82% | 10.49% | 12.26% | Q4 2021 | Q3 2023 | 8 |
OAKBROOK INVESTMENTS LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Pinnacle Summer Investments, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 8 |
Glenview Trust Co | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
FIDUCIARY TRUST INTERNATIONAL LLC | 7 | 1 | 0.06% | 0.10% | 0.11% | Q2 2013 | Q3 2017 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2020 | 8 |
Centiva Capital, LP | 6 | 2 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q2 2023 | 8 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.00% | 0.08% | 0.14% | Q2 2017 | Q4 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Pacer Advisors, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2017 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.04% | 0.12% | Q3 2019 | Q1 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 8 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 8 |
Parkwood LLC | 7 | 1 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q3 2016 | 8 |
Gratus Capital, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q1 2018 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.43% | 0.50% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 8 |
Archford Capital Strategies, LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Assured Investment Management LLC | 4 | 4 | 0.00% | 0.04% | 0.13% | Q3 2015 | Q4 2018 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.49% | 0.62% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.34% | 0.47% | 0.59% | Q4 2021 | Q3 2023 | 8 |
EdgePoint Investment Group Inc. | 8 | 8 | 1.42% | 2.64% | 3.16% | Q4 2013 | Q3 2015 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.89% | 1.25% | 1.56% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 8 | 8 | 0.26% | 0.64% | 0.88% | Q2 2014 | Q1 2016 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.01% | 0.06% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 2.54% | 2.89% | 3.18% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 8 | 8 | 1.02% | 1.24% | 1.37% | Q2 2021 | Q1 2023 | 8 |
Berkshire Hathaway | 7 | 7 | 0.08% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.02% | 0.39% | 2.26% | Q3 2018 | Q3 2020 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.01% | 0.06% | 0.08% | Q2 2018 | Q4 2019 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q4 2023 | 7 |
Greenline Partners, LLC | 7 | 7 | 0.13% | 0.24% | 0.34% | Q3 2019 | Q1 2021 | 7 |
Gyon Technologies Capital Management, LP | 6 | 1 | 0.09% | 0.30% | 0.72% | Q3 2020 | Q2 2022 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Altavista Wealth Management, Inc. | 7 | 7 | 0.24% | 0.32% | 0.40% | Q2 2020 | Q4 2021 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.05% | 0.22% | Q3 2021 | Q3 2023 | 7 |
FINANCIAL CONSULATE, INC | 7 | 7 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 7 |
JENNISON ASSOCIATES LLC | 4 | 3 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 7 |
BlackRock Japan Co. Ltd | 5 | 1 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q4 2016 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 7 | 7 | 0.74% | 0.89% | 1.11% | Q2 2013 | Q4 2014 | 7 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.08% | 0.12% | Q4 2013 | Q4 2020 | 7 |
INGALLS & SNYDER LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2020 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.07% | 0.26% | Q4 2020 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.71% | 0.83% | 1.06% | Q1 2022 | Q3 2023 | 7 |
Bridgewater Associates | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.16% | 0.23% | 0.30% | Q4 2014 | Q2 2016 | 7 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 7 |
Hillsdale Investment Management Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q3 2015 | 7 |
Brightworth | 4 | 3 | 0.05% | 0.13% | 0.25% | Q4 2015 | Q1 2018 | 7 |
Overbrook Management Corp | 6 | 1 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q1 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2019 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
First Capital Advisors Group, LLC. | 6 | 1 | 0.01% | 0.20% | 0.28% | Q3 2017 | Q2 2023 | 7 |
Quantitative Systematic Strategies LLC | 4 | 3 | 0.05% | 0.52% | 1.08% | Q1 2019 | Q4 2020 | 7 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 7 |
BARINGS LLC | 5 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 7 |
First City Capital Management, Inc. | 3 | 1 | 0.11% | 0.14% | 0.17% | Q1 2019 | Q3 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
NOMURA HOLDINGS INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2014 | 7 |
AlphaStar Capital Management, LLC | 4 | 3 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
HEARTLAND ADVISORS INC | 7 | 7 | 0.24% | 0.34% | 0.44% | Q1 2022 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Pendal Group Ltd | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 7 |
Dakota Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
LONDON CO OF VIRGINIA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Natixis Investment Managers International | 4 | 3 | 0.01% | 0.08% | 0.18% | Q2 2016 | Q3 2018 | 7 |
Karani Asset Management LLC | 7 | 7 | 2.67% | 2.99% | 3.60% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
MYCIO WEALTH PARTNERS, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q4 2022 | 7 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.02% | 0.06% | 0.24% | Q3 2013 | Q4 2019 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.02% | 0.09% | 0.22% | Q4 2021 | Q2 2023 | 6 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 6 | 6 | 4.92% | 6.38% | 6.88% | Q2 2013 | Q3 2014 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Murphy Pohlad Asset Management LLC | 6 | 6 | 0.15% | 0.18% | 0.21% | Q4 2014 | Q1 2016 | 6 |
Nexus Investment Management ULC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
Bridgeworth, LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 6 |
Portland Global Advisors LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q4 2021 | 6 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 6 | 0.12% | 0.24% | 0.31% | Q2 2013 | Q3 2014 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2023 | 6 |
Sonora Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 6 |
First National Advisers, LLC | 6 | 6 | 0.26% | 0.38% | 0.59% | Q2 2022 | Q3 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.00% | 0.09% | 0.52% | Q1 2021 | Q3 2023 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.06% | 0.12% | 0.18% | Q3 2014 | Q4 2015 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2019 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
PASTEL & ASSOCIES SA | 6 | 6 | 10.32% | 14.07% | 20.49% | Q2 2017 | Q3 2018 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.20% | 0.24% | 0.26% | Q1 2022 | Q3 2023 | 6 |
Leith Wheeler Investment Counsel Ltd. | 4 | 2 | 0.13% | 0.30% | 0.49% | Q2 2016 | Q4 2017 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.07% | 0.13% | Q3 2013 | Q3 2017 | 6 |
Canal Insurance CO | 6 | 6 | 0.38% | 0.68% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Metis Global Partners, LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Index Management Solutions, LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2015 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.51% | 1.20% | 2.06% | Q1 2022 | Q3 2023 | 6 |
Dynamic Capital Management Ltd | 5 | 1 | 0.07% | 0.19% | 0.29% | Q1 2016 | Q4 2017 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Pensionfund Sabic | 6 | 6 | 0.38% | 0.45% | 0.52% | Q3 2022 | Q4 2023 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.03% | 0.09% | 0.15% | Q2 2015 | Q3 2016 | 6 |
Autus Asset Management, LLC | 6 | 6 | 0.05% | 0.29% | 0.42% | Q3 2021 | Q4 2022 | 6 |
NFC Investments, LLC | 6 | 6 | 0.42% | 0.46% | 0.48% | Q2 2013 | Q3 2014 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Gillson Capital LP | 3 | 1 | 0.24% | 0.54% | 0.88% | Q4 2019 | Q4 2021 | 6 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.13% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Long Focus Capital Management, LLC | 6 | 6 | 0.43% | 1.10% | 2.45% | Q4 2021 | Q1 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 6 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2016 | 6 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Kemnay Advisory Services Inc. | 5 | 1 | 0.08% | 0.21% | 0.51% | Q3 2019 | Q3 2021 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DAVIS CAPITAL PARTNERS, LLC | 6 | 6 | 1.46% | 1.64% | 1.84% | Q1 2021 | Q2 2022 | 6 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q3 2020 | 6 |
Crossmark Global Holdings, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 6 |
FCG ADVISORS, LLC | 4 | 1 | 0.07% | 0.11% | 0.18% | Q1 2017 | Q3 2019 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
TOBAM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CIBC WORLD MARKETS CORP | 4 | 2 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q1 2020 | 6 |
Brookfield Asset Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
BEACON FINANCIAL GROUP | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q3 2022 | 6 |
Crestline Management, LP | 6 | 6 | 0.18% | 0.30% | 0.39% | Q3 2020 | Q4 2021 | 6 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
ATLAS CAPITAL ADVISORS LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 1 | 0.02% | 0.19% | 0.44% | Q4 2015 | Q1 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.05% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
FARLEY CAPITAL L.P. | 3 | 1 | 0.28% | 0.42% | 0.78% | Q2 2015 | Q4 2019 | 6 |
Detwiler Fenton Investment Management LLC | 4 | 1 | 0.24% | 0.76% | 1.94% | Q3 2014 | Q4 2015 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
HB Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Weil Company, Inc. | 4 | 1 | 0.01% | 0.58% | 1.18% | Q3 2019 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CLINTON GROUP INC | 4 | 1 | 0.04% | 0.11% | 0.20% | Q3 2015 | Q2 2017 | 5 |
CX Institutional | 3 | 1 | 0.00% | 0.05% | 0.21% | Q4 2018 | Q4 2022 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.01% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.15% | 0.18% | 0.23% | Q1 2017 | Q1 2018 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.09% | 0.16% | Q2 2021 | Q2 2023 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Nelson Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 1 | 1.41% | 2.55% | 3.85% | Q3 2019 | Q2 2022 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.10% | 0.51% | Q4 2016 | Q3 2020 | 5 |
Lane Five Capital Management | 5 | 5 | 8.40% | 10.13% | 15.30% | Q2 2013 | Q2 2014 | 5 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q2 2022 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 5 |
WADE G W & INC | 3 | 2 | 0.01% | 0.05% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 1.59% | 2.03% | 2.58% | Q3 2022 | Q3 2023 | 5 |
Value Partners Investments Inc. | 5 | 5 | 0.16% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.05% | 0.16% | 0.29% | Q1 2019 | Q3 2022 | 5 |
FOURPOINTS Investment Managers, S.A.S. | 5 | 5 | 20.70% | 24.99% | 31.00% | Q4 2018 | Q4 2019 | 5 |
Tuttle Capital Management, LLC | 3 | 2 | 0.71% | 0.95% | 1.29% | Q1 2018 | Q4 2019 | 5 |
Blue Trust, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
AGF Investments LLC | 4 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q2 2020 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Sonen Capital LLC | 5 | 5 | 0.46% | 0.55% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Pavion Blue Capital, LLC | 5 | 5 | 0.57% | 0.62% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Freedom Day Solutions, LLC | 5 | 5 | 0.83% | 0.88% | 0.93% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Armbruster Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
PROSPECTOR PARTNERS LLC | 5 | 5 | 0.93% | 1.20% | 1.36% | Q3 2022 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Winfield Associates, Inc. | 3 | 2 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q4 2017 | 5 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q1 2021 | 5 |
Paragon Private Wealth Management, LLC | 4 | 1 | 0.19% | 0.27% | 0.39% | Q1 2022 | Q2 2023 | 5 |
TLP GROUP LLC | 3 | 2 | 0.04% | 0.20% | 0.40% | Q1 2016 | Q3 2018 | 5 |
Calvert Investment Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
NUANCE INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.16% | 0.21% | Q4 2016 | Q2 2019 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Machina Capital S.A.S. | 4 | 1 | 0.00% | 0.16% | 0.54% | Q1 2019 | Q2 2022 | 5 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.25% | 0.44% | Q4 2014 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ING GROEP NV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.04% | 0.08% | Q3 2015 | Q1 2023 | 5 |
Virginia National Bank | 4 | 1 | 0.09% | 0.15% | 0.19% | Q3 2018 | Q4 2019 | 5 |
Epic Trust Investment Advisors, LLC | 5 | 5 | 0.32% | 0.43% | 0.62% | Q3 2022 | Q3 2023 | 5 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.26% | 0.54% | Q1 2019 | Q2 2020 | 5 |
MQS Management LLC | 2 | 1 | 0.13% | 0.18% | 0.34% | Q4 2021 | Q3 2023 | 5 |
Pineno Levin & Ford Asset Management, Inc. | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q4 2021 | 5 |
PITCAIRN CO | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q3 2016 | 5 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Archon Partners LLC | 5 | 5 | 1.53% | 2.07% | 2.58% | Q1 2019 | Q1 2020 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Wealthfront Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Moon Capital Management, LLC | 5 | 5 | 1.66% | 1.97% | 2.31% | Q3 2013 | Q3 2014 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q3 2018 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.00% | 0.08% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Capital Returns Management, LLC | 5 | 5 | 4.41% | 6.68% | 9.40% | Q1 2019 | Q1 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.11% | 0.21% | Q3 2019 | Q3 2020 | 5 |
Marcum Wealth, LLC | 4 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Capital One Investing, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.94% | 1.09% | 1.24% | Q2 2015 | Q1 2016 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
ALPS ADVISORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Larson Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Edgestream Partners, L.P. | 3 | 1 | 0.13% | 0.18% | 0.23% | Q2 2021 | Q3 2022 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.52% | 0.55% | 0.62% | Q4 2022 | Q3 2023 | 4 |
PROFUND ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.38% | 0.46% | 0.57% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GRACE & WHITE INC /NY | 4 | 4 | 0.12% | 0.81% | 1.42% | Q2 2013 | Q1 2014 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DENALI ADVISORS LLC | 2 | 2 | 0.00% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 4 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Nicholas Hoffman & Company, LLC. | 3 | 1 | 0.01% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 4 |
Achmea Investment Management B.V. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Citizens Business Bank | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2017 | Q2 2018 | 4 |
Aurora Investment Counsel | 4 | 4 | 0.65% | 0.71% | 0.79% | Q4 2022 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.03% | 0.04% | 0.07% | Q3 2015 | Q2 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Dai-ichi Life Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.23% | 1.43% | 1.66% | Q4 2021 | Q3 2022 | 4 |
Pensionmark Financial Group, LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Camelot Portfolios, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
DELTA LLOYD NV | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2021 | 4 |
Ascent Group, LLC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q3 2022 | Q2 2023 | 4 |
Oak Thistle LLC | 1 | 1 | 0.14% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 4 |
Kovitz Investment Group, LLC | 4 | 4 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q1 2014 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.13% | 0.31% | 0.49% | Q3 2015 | Q2 2016 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.08% | 0.16% | 0.38% | Q2 2019 | Q1 2020 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2015 | Q3 2016 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.33% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Crestmont Private Wealth LLC | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.33% | 0.40% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2020 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q4 2018 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Cedar Mountain Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 1.91% | 2.30% | 2.68% | Q1 2013 | Q4 2013 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Findlay Park Partners LLP | 4 | 4 | 0.20% | 0.45% | 0.59% | Q2 2013 | Q1 2014 | 4 |
MU Investments Co., Ltd. | 4 | 4 | 0.03% | 0.06% | 0.11% | Q1 2016 | Q4 2016 | 4 |
Lombard Odier Asset Management (Europe) Ltd | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2017 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 1.30% | 1.61% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Mizuho Trust & Banking Co., Ltd. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q3 2016 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2014 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
BOYAR ASSET MANAGEMENT INC. | 4 | 4 | 0.20% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Interval Partners, LP | 4 | 4 | 0.04% | 0.19% | 0.26% | Q4 2021 | Q3 2022 | 4 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.07% | 0.27% | Q3 2016 | Q1 2022 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 2.41% | 3.09% | 3.64% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.07% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q1 2022 | Q4 2022 | 4 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 4 | 4 | 0.15% | 0.43% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CIGNA INVESTMENTS INC /NEW | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 4 |
RFG Advisory, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.16% | 0.19% | 0.22% | Q2 2013 | Q1 2014 | 4 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.08% | 0.24% | 0.49% | Q1 2018 | Q1 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Shinko Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 4 |
Zions Bancorporation | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 1 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Grey Owl Capital Management, LLC | 4 | 4 | 6.66% | 7.49% | 7.94% | Q4 2013 | Q3 2014 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cumberland Partners Ltd | 1 | 1 | 0.01% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 4 |
Swift Run Capital | 4 | 4 | 0.44% | 0.56% | 0.66% | Q1 2020 | Q4 2020 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Exchange Capital Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Summit Global Investments | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Maryland Capital Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.02% | 0.09% | 0.18% | Q4 2020 | Q2 2023 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q4 2023 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
True North Advisors, LLC | 4 | 4 | 0.60% | 0.69% | 0.82% | Q4 2022 | Q3 2023 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Heartwood Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.38% | 0.40% | 0.43% | Q2 2013 | Q4 2013 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Invictus RG | 1 | 1 | 0.24% | 0.29% | 0.39% | Q2 2016 | Q3 2017 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 3 |
Airain ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q4 2016 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Southside Capital, LLC | 3 | 3 | 2.31% | 2.50% | 2.68% | Q2 2019 | Q4 2019 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q4 2021 | 3 |
Worth Venture Partners, LLC | 3 | 3 | 0.36% | 0.57% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.10% | 0.22% | Q2 2021 | Q3 2022 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.35% | 0.47% | 0.57% | Q1 2023 | Q3 2023 | 3 |
T. Rowe Price Investment Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CHOREO, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.84% | 0.92% | 1.03% | Q3 2018 | Q1 2019 | 3 |
Lodestone Wealth Management LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CROFT-LEOMINSTER INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 3 | 3 | 4.52% | 4.95% | 5.72% | Q3 2019 | Q1 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2019 | Q2 2020 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.19% | 0.35% | 0.50% | Q2 2013 | Q4 2013 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Bremer Bank National Association | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 3 |
Kohlberg Kravis Roberts & Co. L.P. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2016 | Q4 2016 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.34% | 0.39% | 0.43% | Q3 2021 | Q1 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
PB INVESTMENT PARTNERS, L.P. | 3 | 3 | 5.72% | 7.75% | 9.02% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Farmers National Bank | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital Directions Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.02% | 0.11% | 0.25% | Q1 2015 | Q2 2016 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Pearl River Capital, LLC | 2 | 1 | 0.10% | 0.25% | 0.34% | Q1 2019 | Q1 2020 | 3 |
Watchman Group, Inc. | 3 | 3 | 1.47% | 1.52% | 1.59% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.59% | 0.62% | 0.69% | Q2 2013 | Q4 2013 | 3 |
Mizuho Asset Management Co.,Ltd. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 3 | 3 | 0.33% | 0.37% | 0.39% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.11% | 0.19% | Q2 2021 | Q3 2023 | 3 |
Rheos Capital Works Inc. | 3 | 3 | 0.53% | 0.59% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Capital International Investors | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2018 | Q1 2019 | 3 |
CWS Financial Advisors, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 3 |
Mountain Road Advisors, LLC | 2 | 1 | 8.49% | 9.81% | 10.59% | Q4 2019 | Q3 2020 | 3 |
Fiera Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 3 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 3 | 3 | 3.18% | 10.82% | 17.10% | Q1 2023 | Q3 2023 | 3 |
PUTNAM INVESTMENTS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Quilter Plc | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.57% | 1.02% | Q2 2021 | Q3 2022 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.04% | 0.05% | Q3 2017 | Q2 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Banyan Partners, LLC | 2 | 1 | 0.03% | 0.61% | 0.92% | Q3 2013 | Q3 2014 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.24% | 0.38% | 0.52% | Q4 2019 | Q4 2020 | 3 |
GROUP ONE TRADING, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q1 2023 | 3 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Choate Investment Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.87% | 1.28% | 1.72% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.09% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 1 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
PZENA INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BRC Investment Management LLC | 2 | 1 | 1.24% | 1.89% | 2.66% | Q2 2015 | Q3 2016 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.11% | 0.19% | 0.26% | Q4 2014 | Q2 2015 | 3 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Ground Swell Capital, LLC | 1 | 1 | 0.08% | 0.51% | 0.99% | Q3 2014 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.01% | 0.33% | 0.52% | Q4 2022 | Q3 2023 | 3 |
Corton Capital Inc. | 2 | 1 | 0.10% | 0.21% | 0.34% | Q1 2022 | Q2 2023 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
FLOSSBACH VON STORCH AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Liontrust Investment Partners LLP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SELECT EQUITY GROUP INC | 2 | 2 | 2.71% | 2.77% | 2.84% | Q2 2013 | Q3 2013 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.17% | 0.21% | 0.26% | Q2 2013 | Q2 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q3 2019 | Q4 2019 | 2 |
Wilmington Funds Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CHUBB CORP | 2 | 2 | 5.63% | 8.86% | 12.08% | Q2 2013 | Q3 2013 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.06% | 0.13% | Q4 2014 | Q4 2017 | 2 |
Beech Hill Advisors, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
CERTUITY, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Park Place Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.14% | 0.18% | 0.22% | Q3 2016 | Q4 2016 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
LMR Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.17% | 0.23% | 0.30% | Q3 2015 | Q4 2015 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Perimeter Capital Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.02% | 0.22% | 0.42% | Q2 2022 | Q3 2022 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.33% | 0.41% | 0.49% | Q1 2023 | Q2 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FJ Capital Management LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.61% | 0.71% | 0.80% | Q3 2016 | Q4 2016 | 2 |
Railway Pension Investments Ltd | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q4 2019 | 2 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2014 | Q2 2014 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 2 |
Quantum Capital Management, LLC / NJ | 2 | 2 | 0.92% | 1.07% | 1.23% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.20% | 0.24% | Q2 2016 | Q3 2016 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q1 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q2 2023 | 2 |
Graham Holdings Co Master Retirement Trust | 2 | 2 | 15.75% | 15.99% | 16.24% | Q2 2023 | Q3 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BT Wealth Management LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q1 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.19% | 0.46% | 0.73% | Q4 2022 | Q2 2023 | 2 |
Chapman Investment Management, LLC | 2 | 2 | 4.58% | 5.35% | 6.13% | Q2 2023 | Q3 2023 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.20% | 0.27% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Signition LP | 2 | 2 | 0.31% | 0.34% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.05% | 0.10% | 0.16% | Q1 2015 | Q2 2015 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q1 2022 | Q2 2022 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.05% | 0.19% | 0.33% | Q2 2013 | Q3 2015 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 2 |
Polen Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Optimal Asset Management, Inc. | 2 | 2 | 0.12% | 0.19% | 0.27% | Q4 2019 | Q1 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.28% | 0.32% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Gleason Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hosking & Co Ltd | 2 | 2 | 0.37% | 0.38% | 0.39% | Q1 2015 | Q2 2015 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.10% | 0.18% | 0.25% | Q1 2020 | Q2 2020 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q3 2018 | Q1 2019 | 2 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q3 2019 | Q1 2020 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2015 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 1.02% | 1.04% | 1.07% | Q2 2023 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.24% | 0.40% | Q1 2023 | Q2 2023 | 2 |
LATHROP INVESTMENT MANAGEMENT CORP | 2 | 2 | 1.32% | 1.77% | 2.21% | Q2 2023 | Q3 2023 | 2 |
OUTFITTER ADVISORS, LTD. | 2 | 2 | 0.36% | 0.39% | 0.42% | Q1 2018 | Q2 2018 | 2 |
ARBOR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.78% | 0.79% | 0.79% | Q3 2015 | Q4 2015 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.14% | 0.47% | 0.80% | Q4 2014 | Q3 2015 | 2 |
Keel Point, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2015 | Q3 2015 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MANA Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2019 | Q2 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
AJO, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
StellarOne CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2022 | Q1 2022 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WESTERN FINANCIAL Corp | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Seacliff Capital, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q1 2019 | Q1 2019 | 1 |
Qtron Investments LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
LGT CAPITAL PARTNERS LTD. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 3.53% | 3.53% | 3.53% | Q3 2013 | Q3 2013 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Northstar Group, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Manteio Capital LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Ariel Investments | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Asio Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Parplus Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ridgemont Partners Management, LLC | 1 | 1 | 24.69% | 24.69% | 24.69% | Q2 2013 | Q2 2013 | 1 |
StoneX Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Riverview Capital Advisers, LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2013 | Q1 2013 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Navigation Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Hikari Tsushin, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Hyperion Asset Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
NWAM LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Fosun International Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2013 | Q2 2013 | 1 |
WealthStone, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Trek Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLIO Financial Planning | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Versor Investments LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Port Capital LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2017 | Q4 2017 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2022 | Q2 2022 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Jump Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIGMA INVESTMENT COUNSELORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
PenderFund Capital Management Ltd. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2016 | Q4 2016 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2015 | Q1 2015 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2015 | Q3 2015 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
F3Logic, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Foundation Asset Management, LP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2017 | Q4 2017 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own MARKEL CORP or have owned MARKEL CORP in the past.