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 | 113 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.19% | Q1 2012 | Q3 2023 | 102 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 100 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 97 |
Walleye Trading LLC | 27 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 95 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 85 |
Parallax Volatility Advisers, L.P. | 17 | 2 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 85 |
UBS Group AG | 36 | 36 | 0.00% | 0.10% | 0.29% | Q4 2014 | Q3 2023 | 73 |
WOLVERINE TRADING, LLC | 11 | 3 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 71 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 68 |
Cutler Group LLC / CA | 20 | 9 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q1 2023 | 65 |
MILLENNIUM MANAGEMENT LLC | 28 | 3 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.06% | 0.18% | Q1 2009 | Q3 2023 | 59 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 57 |
D. E. Shaw & Co., Inc. | 32 | 9 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 54 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.08% | 0.19% | Q1 2012 | Q3 2023 | 54 |
AMALGAMATED BANK | 52 | 52 | 0.10% | 0.16% | 0.22% | Q4 2010 | Q3 2023 | 52 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.07% | 0.14% | 0.22% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.07% | 0.11% | 0.20% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.28% | 0.53% | Q4 2011 | Q3 2023 | 48 |
TWO SIGMA SECURITIES, LLC | 13 | 1 | 0.00% | 0.03% | 0.21% | Q2 2016 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 48 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 46 |
Bank of New York Mellon Corp | 42 | 1 | 0.00% | 0.11% | 0.23% | Q4 2011 | Q3 2023 | 46 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.01% | 0.23% | 0.57% | Q1 2012 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 45 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.17% | Q4 2012 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.01% | 0.06% | 0.13% | Q4 2012 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.24% | 0.38% | 0.62% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.11% | 0.14% | 0.19% | Q1 2013 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.15% | 0.34% | Q3 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.17% | 0.59% | Q1 2013 | Q3 2023 | 43 |
RMB Capital Management, LLC | 42 | 42 | 0.17% | 0.50% | 0.99% | Q2 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.07% | 0.15% | 0.34% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.12% | 0.15% | 0.20% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.05% | 0.08% | Q4 2012 | Q2 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.12% | 0.16% | 0.23% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.07% | 0.19% | 0.26% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.08% | 0.12% | 0.20% | Q1 2013 | Q3 2023 | 43 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 42 | 42 | 0.12% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.08% | 0.56% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TORRAY INVESTMENT PARTNERS LLC | 42 | 42 | 0.03% | 1.94% | 3.32% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.11% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.13% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.13% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Artisan Partners Limited Partnership | 42 | 42 | 0.67% | 0.96% | 1.40% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.15% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.35% | 0.41% | 0.51% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.11% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.09% | 0.16% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q4 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.04% | 0.32% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 42 | 42 | 0.17% | 0.38% | 0.59% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.13% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 1.15% | 1.74% | 3.54% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Hardman Johnston Global Advisors LLC | 42 | 42 | 1.01% | 1.51% | 1.88% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.15% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.07% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 0.24% | 0.50% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.07% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.11% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.05% | 0.22% | 0.58% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.29% | 0.54% | Q2 2013 | Q3 2023 | 42 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 42 | 42 | 0.88% | 1.11% | 1.47% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.05% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.69% | 1.09% | 1.42% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.46% | 0.69% | 0.91% | Q2 2013 | Q3 2023 | 42 |
NIPPON LIFE INSURANCE CO | 42 | 42 | 6.37% | 12.05% | 24.36% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.00% | 0.22% | 0.51% | Q2 2013 | Q3 2023 | 42 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 42 | 42 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.40% | 0.60% | 0.91% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.11% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 24 | 14 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 3.48% | 4.16% | 4.97% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.26% | 0.75% | 1.49% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.08% | 0.29% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.01% | 0.42% | 1.18% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.02% | 0.31% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Capital International, Inc./CA/ | 42 | 42 | 0.27% | 0.68% | 1.10% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.05% | 0.24% | 0.70% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.83% | 1.43% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Ninety One UK Ltd | 42 | 42 | 0.02% | 0.44% | 1.12% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BONNESS ENTERPRISES INC | 42 | 42 | 1.38% | 1.68% | 2.22% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.59% | 0.96% | 1.45% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.20% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.49% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.00% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
C.V. Starr & Co., Inc. Trust | 42 | 42 | 1.29% | 18.70% | 63.40% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.05% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.09% | 0.29% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Mawer Investment Management Ltd. | 42 | 42 | 0.60% | 2.97% | 7.39% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.07% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Murphy Pohlad Asset Management LLC | 42 | 42 | 0.28% | 0.37% | 0.53% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.14% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.14% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.07% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.06% | 0.31% | 0.77% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.04% | 0.20% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.05% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.88% | 1.12% | 1.64% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.08% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.09% | 0.16% | Q2 2012 | Q4 2022 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.10% | 0.24% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
LEVIN CAPITAL STRATEGIES, L.P. | 42 | 42 | 0.10% | 0.58% | 1.46% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.12% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.21% | 0.50% | 0.90% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.13% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 0.09% | 0.22% | 0.60% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.16% | 0.41% | 0.87% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.02% | 0.37% | 0.59% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Coho Partners, Ltd. | 42 | 42 | 3.47% | 3.94% | 4.74% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.05% | 0.14% | 0.64% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.43% | 0.86% | 1.22% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Waverton Investment Management Ltd | 42 | 42 | 1.44% | 3.09% | 5.57% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.47% | 0.82% | 1.66% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.09% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.11% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Capital International Investors | 42 | 42 | 0.67% | 0.91% | 1.26% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.08% | 0.42% | 1.40% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Lafayette Investments | 42 | 42 | 0.90% | 1.31% | 1.85% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Norinchukin Bank, The | 41 | 41 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.14% | 0.17% | 0.23% | Q1 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.16% | 0.20% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
TWO SIGMA INVESTMENTS, LP | 6 | 2 | 0.00% | 0.02% | 0.15% | Q3 2014 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.07% | 0.27% | 0.50% | Q3 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.25% | 1.06% | 1.80% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.04% | 0.27% | 0.49% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.01% | 0.14% | 0.36% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 1.32% | 1.61% | 1.98% | Q2 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.02% | 1.07% | 2.52% | Q2 2013 | Q2 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 0.02% | 0.21% | 0.63% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.04% | 0.17% | 0.26% | Q3 2013 | Q3 2023 | 41 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 38 | 38 | 0.13% | 0.44% | 0.67% | Q2 2014 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 20 | 5 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.05% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Ironwood Investment Counsel, LLC | 40 | 40 | 0.13% | 0.17% | 0.23% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Investments LLC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.14% | 0.18% | 0.24% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Baker Avenue Asset Management, LP | 38 | 2 | 0.03% | 0.33% | 1.02% | Q3 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Olstein Capital Management, L.P. | 40 | 40 | 0.37% | 0.61% | 1.03% | Q4 2013 | Q3 2023 | 40 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 40 | 40 | 0.66% | 1.07% | 1.54% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.16% | 0.20% | 0.26% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.02% | 0.11% | 0.31% | Q4 2013 | Q3 2023 | 40 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.14% | 0.17% | 0.21% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.12% | 0.22% | 0.47% | Q2 2013 | Q2 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.27% | 0.45% | 0.72% | Q1 2014 | Q3 2023 | 39 |
Ruffer LLP | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Markel Corporation | 39 | 39 | 0.02% | 0.98% | 1.54% | Q1 2014 | Q3 2023 | 39 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 39 | 39 | 0.08% | 1.00% | 1.47% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.09% | 0.40% | Q1 2014 | Q3 2023 | 39 |
NORTH STAR ASSET MANAGEMENT INC | 38 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2023 | 39 |
HM PAYSON & CO | 21 | 18 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.03% | 0.06% | 0.25% | Q2 2013 | Q4 2022 | 39 |
MASTRAPASQUA ASSET MANAGEMENT INC | 34 | 1 | 0.99% | 1.53% | 1.94% | Q2 2013 | Q3 2023 | 39 |
Capital International Sarl | 36 | 3 | 0.20% | 0.70% | 1.32% | Q2 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.10% | 0.13% | 0.20% | Q1 2014 | Q3 2023 | 39 |
BAHL & GAYNOR INC | 39 | 39 | 0.30% | 1.35% | 2.38% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.12% | 0.56% | Q1 2014 | Q3 2023 | 39 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 27 | 2 | 0.07% | 0.58% | 1.88% | Q2 2013 | Q3 2023 | 39 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 38 |
NOESIS CAPITAL MANGEMENT CORP | 38 | 38 | 0.09% | 0.15% | 0.21% | Q2 2014 | Q3 2023 | 38 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q4 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.07% | 0.13% | 0.19% | Q2 2014 | Q3 2023 | 38 |
GAMCO INVESTORS, INC. ET AL | 38 | 38 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 38 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2023 | 38 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Atria Investments, Inc | 15 | 9 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.09% | 0.38% | 0.82% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2022 | 38 |
LAZARD ASSET MANAGEMENT LLC | 37 | 37 | 0.00% | 0.27% | 0.97% | Q3 2014 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 19 | 1 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 37 |
AEGON ASSET MANAGEMENT UK PLC | 19 | 18 | 0.04% | 0.13% | 0.57% | Q2 2013 | Q2 2023 | 37 |
OPPENHEIMER & CO INC | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.17% | 0.20% | 0.25% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 34 | 1 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 37 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2022 | 37 |
COMMERCE BANK | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
WILKINS INVESTMENT COUNSEL INC | 37 | 37 | 0.18% | 0.25% | 0.36% | Q1 2014 | Q1 2023 | 37 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 15 | 8 | 0.08% | 0.13% | 0.18% | Q1 2014 | Q3 2023 | 37 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.55% | 0.66% | 0.78% | Q2 2013 | Q1 2022 | 36 |
DUPONT CAPITAL MANAGEMENT CORP | 29 | 7 | 0.01% | 0.15% | 1.17% | Q2 2013 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 30 | 6 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 36 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.05% | 0.16% | 0.38% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.08% | 0.15% | 0.29% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.11% | 0.44% | 0.75% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.54% | 0.86% | 1.08% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.07% | 0.12% | 0.27% | Q4 2014 | Q3 2023 | 36 |
BOWEN HANES & CO INC | 19 | 17 | 0.02% | 0.74% | 1.90% | Q3 2014 | Q3 2023 | 36 |
Richard Bernstein Advisors LLC | 27 | 9 | 0.04% | 0.17% | 0.32% | Q2 2013 | Q3 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q1 2022 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.21% | 0.54% | 0.95% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.13% | 0.17% | 0.21% | Q2 2013 | Q1 2022 | 36 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Laird Norton Wetherby Wealth Management, LLC | 36 | 36 | 0.06% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 23 | 12 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 35 |
ING GROEP NV | 15 | 1 | 0.00% | 0.08% | 0.17% | Q1 2013 | Q3 2023 | 35 |
Pensionfund Sabic | 35 | 35 | 0.43% | 0.62% | 0.71% | Q2 2015 | Q4 2023 | 35 |
Cubist Systematic Strategies, LLC | 18 | 1 | 0.01% | 0.10% | 0.60% | Q2 2014 | Q3 2023 | 35 |
Azimuth Capital Management LLC | 35 | 35 | 0.04% | 0.65% | 1.00% | Q3 2013 | Q1 2022 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q1 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.08% | 0.16% | Q1 2015 | Q3 2023 | 35 |
ADVISOR PARTNERS LLC | 35 | 35 | 0.10% | 0.17% | 0.25% | Q4 2013 | Q2 2022 | 35 |
CAMBRIDGE TRUST CO | 22 | 5 | 0.01% | 0.03% | 0.18% | Q4 2013 | Q3 2023 | 35 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 21 | 14 | 0.04% | 0.68% | 2.06% | Q2 2013 | Q3 2023 | 35 |
NICHOLAS COMPANY, INC. | 35 | 35 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q4 2021 | 35 |
BRYN MAWR TRUST Co | 23 | 12 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
PROSPECTOR PARTNERS LLC | 23 | 11 | 0.06% | 0.59% | 1.09% | Q2 2013 | Q4 2022 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.09% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
TDAM USA INC. | 33 | 1 | 0.01% | 0.23% | 0.65% | Q2 2013 | Q4 2021 | 34 |
Tredje AP-fonden | 34 | 34 | 0.06% | 0.18% | 0.26% | Q2 2015 | Q3 2023 | 34 |
First Horizon Advisors, Inc. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 34 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.03% | 0.27% | Q1 2014 | Q3 2023 | 34 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 31 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.10% | 0.21% | Q2 2015 | Q3 2023 | 34 |
STEPHENS INC /AR/ | 31 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2021 | 34 |
VESTOR CAPITAL, LLC | 21 | 13 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.12% | 0.67% | Q4 2014 | Q3 2023 | 34 |
ARS Investment Partners, LLC | 34 | 34 | 0.04% | 0.71% | 1.52% | Q2 2015 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.10% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 33 |
MACKENZIE FINANCIAL CORP | 28 | 5 | 0.00% | 0.10% | 0.31% | Q3 2013 | Q3 2023 | 33 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 33 | 33 | 0.16% | 0.86% | 1.30% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q2 2021 | 33 |
GIRARD PARTNERS LTD. | 33 | 33 | 0.17% | 0.78% | 1.14% | Q3 2015 | Q3 2023 | 33 |
PGGM Investments | 15 | 5 | 0.04% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
NatWest Group plc | 33 | 33 | 0.08% | 0.23% | 0.48% | Q2 2013 | Q2 2021 | 33 |
HALL LAURIE J TRUSTEE | 13 | 1 | 0.12% | 0.15% | 0.18% | Q3 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
HOWE & RUSLING INC | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.59% | 0.78% | 0.94% | Q2 2013 | Q2 2021 | 33 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.20% | 1.14% | Q2 2013 | Q3 2023 | 33 |
FIRST NATIONAL TRUST CO | 33 | 33 | 0.03% | 0.07% | 0.11% | Q3 2015 | Q3 2023 | 33 |
PRIVATE TRUST CO NA | 26 | 7 | 0.01% | 0.18% | 0.38% | Q1 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2023 | 33 |
DODGE & COX | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 33 |
Diligent Investors, LLC | 21 | 1 | 0.07% | 0.18% | 0.38% | Q4 2014 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 33 |
SUMITOMO LIFE INSURANCE CO | 33 | 33 | 0.07% | 0.24% | 0.44% | Q3 2015 | Q3 2023 | 33 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.05% | 0.11% | 0.20% | Q4 2015 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.59% | 0.78% | 0.95% | Q4 2015 | Q3 2023 | 32 |
PARADIGM ASSET MANAGEMENT CO LLC | 30 | 2 | 0.08% | 0.62% | 0.94% | Q2 2013 | Q3 2022 | 32 |
FORT PITT CAPITAL GROUP, LLC | 32 | 32 | 0.66% | 1.36% | 2.11% | Q4 2015 | Q3 2023 | 32 |
Moors & Cabot, Inc. | 18 | 1 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 32 |
Opus Capital Group, LLC | 26 | 6 | 0.02% | 0.12% | 0.25% | Q2 2014 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.05% | 0.56% | 1.15% | Q4 2015 | Q3 2023 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 6 | 0.00% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 32 |
TOWER BRIDGE ADVISORS | 32 | 32 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
SAWGRASS ASSET MANAGEMENT LLC | 25 | 7 | 1.18% | 1.79% | 2.28% | Q3 2015 | Q3 2023 | 32 |
Homrich & Berg | 32 | 32 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2021 | 32 |
Capital Planning Advisors, LLC | 22 | 10 | 0.14% | 0.45% | 0.99% | Q4 2014 | Q3 2023 | 32 |
BAINCO INTERNATIONAL INVESTORS | 32 | 32 | 0.70% | 1.20% | 1.81% | Q1 2013 | Q4 2020 | 32 |
MU Investments Co., Ltd. | 32 | 32 | 2.40% | 4.01% | 4.86% | Q4 2015 | Q3 2023 | 32 |
CHURCHILL MANAGEMENT Corp | 31 | 31 | 0.03% | 0.09% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Choate Investment Advisors | 26 | 1 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q4 2020 | 31 |
BARINGS LLC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2020 | 31 |
Veritas Investment Management LLP | 31 | 31 | 0.00% | 1.01% | 5.05% | Q1 2013 | Q3 2020 | 31 |
Voya Financial Advisors, Inc. | 31 | 31 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 30 | 1 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 31 |
QS Investors, LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2021 | 31 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.02% | 0.16% | Q4 2012 | Q2 2021 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.12% | 0.17% | 0.34% | Q2 2013 | Q4 2020 | 31 |
Point72 Hong Kong Ltd | 12 | 1 | 0.00% | 0.09% | 0.47% | Q4 2014 | Q3 2022 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.14% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Boston Partners | 31 | 31 | 0.14% | 0.25% | 0.40% | Q2 2013 | Q4 2020 | 31 |
THOMPSON SIEGEL & WALMSLEY LLC | 31 | 31 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
TRUIST FINANCIAL CORP | 30 | 30 | 0.08% | 0.30% | 0.46% | Q2 2016 | Q3 2023 | 30 |
Gotham Asset Management, LLC | 24 | 1 | 0.00% | 0.12% | 0.30% | Q1 2014 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.06% | 0.18% | 0.28% | Q2 2013 | Q3 2020 | 30 |
CAPITAL MANAGEMENT CORP /VA | 20 | 10 | 0.05% | 1.68% | 3.07% | Q2 2013 | Q3 2023 | 30 |
VAN ECK ASSOCIATES CORP | 20 | 10 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 30 |
WASHINGTON TRUST BANK | 21 | 9 | 0.01% | 0.32% | 1.19% | Q1 2014 | Q3 2023 | 30 |
RATIONAL ADVISORS LLC | 18 | 1 | 0.00% | 0.11% | 1.03% | Q1 2011 | Q3 2020 | 30 |
REGENTATLANTIC CAPITAL LLC | 29 | 1 | 0.02% | 0.11% | 0.16% | Q4 2014 | Q3 2022 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
USS Investment Management Ltd | 30 | 30 | 0.15% | 0.86% | 2.30% | Q2 2016 | Q3 2023 | 30 |
PEAK6 Group LLC | 18 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2018 | 30 |
Rodgers Brothers Inc. | 30 | 30 | 0.08% | 0.09% | 0.11% | Q2 2016 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.16% | 0.31% | 0.45% | Q1 2016 | Q3 2023 | 30 |
TOMPKINS FINANCIAL CORP | 20 | 10 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q4 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.02% | 0.06% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Polar Capital LLP | 30 | 30 | 0.65% | 1.04% | 1.81% | Q2 2013 | Q3 2020 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 30 |
Wallace Capital Management Inc. | 19 | 11 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.22% | 0.91% | Q2 2016 | Q3 2023 | 29 |
Balentine LLC | 12 | 8 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 29 |
CAPITAL ADVISORS INC/OK | 18 | 11 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 29 |
First American Bank | 16 | 4 | 0.02% | 0.25% | 0.56% | Q2 2014 | Q4 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.05% | 0.18% | 0.24% | Q4 2013 | Q4 2020 | 29 |
NATIXIS | 17 | 1 | 0.00% | 0.06% | 0.23% | Q1 2014 | Q3 2023 | 29 |
FORSTA AP-FONDEN | 15 | 1 | 0.10% | 0.28% | 0.62% | Q4 2015 | Q3 2023 | 29 |
M&R CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
CIBC WORLD MARKETS CORP | 29 | 29 | 0.03% | 0.12% | 0.32% | Q3 2016 | Q3 2023 | 29 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.03% | 0.07% | 0.27% | Q2 2013 | Q1 2020 | 28 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.08% | 0.28% | Q1 2014 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
COLRAIN CAPITAL LLC | 28 | 28 | 0.07% | 0.31% | 0.73% | Q2 2013 | Q1 2020 | 28 |
B. Riley Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.10% | 0.16% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Lido Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 28 |
BP PLC | 28 | 28 | 0.07% | 0.17% | 0.23% | Q3 2014 | Q2 2021 | 28 |
FULTON BANK, N.A. | 28 | 28 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q4 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.17% | 0.20% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Calamos Advisors LLC | 25 | 1 | 0.00% | 0.22% | 0.41% | Q1 2015 | Q3 2023 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 24 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 28 |
REDW Wealth LLC | 28 | 28 | 0.13% | 0.18% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Horizon Investments, LLC | 16 | 1 | 0.01% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q1 2020 | 28 |
Simplicity Solutions, LLC | 14 | 14 | 0.01% | 0.17% | 1.05% | Q2 2015 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.16% | 0.33% | 0.45% | Q4 2014 | Q3 2021 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.01% | 1.41% | 5.69% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.12% | 0.40% | 0.61% | Q4 2016 | Q3 2023 | 28 |
PRUDENTIAL PLC | 13 | 7 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.01% | 0.09% | 0.49% | Q1 2014 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.18% | 0.38% | 0.59% | Q4 2016 | Q3 2023 | 28 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Capital Asset Advisory Services LLC | 26 | 1 | 0.05% | 0.23% | 0.58% | Q1 2016 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q4 2019 | 27 |
Mariner, LLC | 24 | 1 | 0.01% | 0.31% | 0.77% | Q2 2015 | Q3 2023 | 27 |
SOUND SHORE MANAGEMENT INC /CT/ | 27 | 27 | 1.92% | 2.41% | 2.88% | Q2 2013 | Q4 2019 | 27 |
Ledyard National Bank | 21 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 27 |
TRUST CO OF TOLEDO NA /OH/ | 27 | 27 | 0.06% | 0.14% | 0.20% | Q2 2017 | Q4 2023 | 27 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.13% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 21 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 27 |
Quantbot Technologies LP | 6 | 1 | 0.04% | 0.49% | 1.55% | Q2 2013 | Q3 2023 | 27 |
Hanson & Doremus Investment Management | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
GREAT LAKES ADVISORS, LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
DONALDSON CAPITAL MANAGEMENT, LLC | 26 | 1 | 0.03% | 1.11% | 2.94% | Q3 2016 | Q3 2023 | 27 |
Pensionfund DSM Netherlands | 27 | 27 | 0.15% | 0.55% | 0.65% | Q2 2015 | Q4 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.08% | 0.18% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
BOSTON RESEARCH & MANAGEMENT INC | 27 | 27 | 0.10% | 0.12% | 0.15% | Q1 2017 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q4 2019 | 27 |
Stuart Chaussee & Associates, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.01% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 27 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 22 | 2 | 0.02% | 0.07% | 0.09% | Q4 2014 | Q1 2022 | 27 |
Smithfield Trust Co | 27 | 27 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Matthew Goff Investment Advisor, LLC | 27 | 27 | 0.12% | 0.16% | 0.28% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
TCI Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2023 | 27 |
Strid Group, LLC | 26 | 26 | 0.09% | 0.11% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Bishop Rock Capital, L.P. | 26 | 26 | 2.10% | 4.83% | 7.94% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 26 |
SFMG, LLC | 26 | 26 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q1 2020 | 26 |
ABNER HERRMAN & BROCK LLC | 26 | 26 | 0.03% | 0.05% | 0.17% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 26 |
Penserra Capital Management LLC | 21 | 5 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 26 |
Cypress Capital Group | 26 | 26 | 0.03% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.06% | 0.26% | Q2 2015 | Q2 2023 | 26 |
Joel Isaacson & Co., LLC | 17 | 9 | 0.00% | 0.02% | 0.03% | Q4 2012 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 21 | 5 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 26 |
Renaissance Technologies | 13 | 2 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2023 | 26 |
Ipswich Investment Management Co., Inc. | 26 | 26 | 0.90% | 1.24% | 1.74% | Q2 2017 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.05% | 0.18% | Q3 2014 | Q4 2022 | 26 |
GSA CAPITAL PARTNERS LLP | 16 | 1 | 0.03% | 0.07% | 0.13% | Q3 2013 | Q4 2022 | 26 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 26 | 26 | 0.20% | 0.42% | 1.13% | Q2 2017 | Q3 2023 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.16% | 0.25% | 0.41% | Q3 2015 | Q2 2022 | 26 |
Spot Trading L.L.C | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 26 |
MISSION WEALTH MANAGEMENT, LP | 26 | 26 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 26 |
PINNACLE ASSOCIATES LTD | 15 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.01% | 0.11% | 0.25% | Q1 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2019 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 11 | 0.00% | 0.14% | 0.39% | Q4 2016 | Q3 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2019 | 26 |
Belpointe Asset Management LLC | 25 | 25 | 0.07% | 0.11% | 0.19% | Q3 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.82% | 1.13% | 1.43% | Q2 2013 | Q2 2019 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.03% | 0.15% | 0.32% | Q1 2016 | Q1 2022 | 25 |
Findlay Park Partners LLP | 25 | 25 | 0.57% | 1.92% | 3.05% | Q3 2017 | Q3 2023 | 25 |
Calamos Wealth Management LLC | 25 | 25 | 0.09% | 0.49% | 0.80% | Q3 2017 | Q3 2023 | 25 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2022 | 25 |
ALLSTATE CORP | 20 | 5 | 0.02% | 0.13% | 0.43% | Q2 2016 | Q3 2023 | 25 |
MOTCO | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 25 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 14 | 3 | 0.12% | 0.26% | 0.50% | Q4 2016 | Q3 2023 | 25 |
Engineers Gate Manager LP | 8 | 1 | 0.02% | 0.14% | 0.47% | Q1 2015 | Q3 2023 | 25 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 2.07% | 2.59% | 3.49% | Q3 2017 | Q3 2023 | 25 |
South Dakota Investment Council | 25 | 25 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 25 |
ONTARIO TEACHERS PENSION PLAN BOARD | 15 | 10 | 0.02% | 0.13% | 0.25% | Q2 2013 | Q3 2020 | 25 |
MYCIO WEALTH PARTNERS, LLC | 14 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 25 |
abrdn plc | 25 | 25 | 0.04% | 0.10% | 0.26% | Q3 2017 | Q3 2023 | 25 |
Natixis Investment Managers International | 23 | 2 | 0.04% | 0.86% | 3.40% | Q2 2013 | Q2 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
SRB CORP | 14 | 11 | 0.02% | 0.04% | 0.13% | Q3 2014 | Q2 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.09% | 0.26% | 0.54% | Q1 2013 | Q1 2019 | 25 |
Employees Retirement System of Texas | 25 | 25 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q2 2019 | 25 |
Tower View Wealth Management LLC | 24 | 24 | 2.15% | 2.86% | 4.09% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.37% | 0.74% | 1.19% | Q4 2017 | Q3 2023 | 24 |
Ninety One SA (PTY) Ltd | 24 | 24 | 0.02% | 0.13% | 0.89% | Q2 2016 | Q1 2022 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Buckley Wealth Management, LLC | 24 | 24 | 0.13% | 0.18% | 0.28% | Q4 2017 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 21 | 3 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.28% | 0.38% | 0.64% | Q4 2017 | Q3 2023 | 24 |
PITCAIRN CO | 24 | 24 | 0.02% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 24 |
MEEDER ASSET MANAGEMENT INC | 10 | 7 | 0.00% | 0.24% | 0.73% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
NewSquare Capital LLC | 12 | 2 | 0.00% | 0.02% | 0.41% | Q3 2016 | Q3 2023 | 24 |
KING LUTHER CAPITAL MANAGEMENT CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
GRIMES & COMPANY, INC. | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.02% | 0.25% | 0.52% | Q1 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 1.49% | 2.01% | 2.38% | Q2 2013 | Q1 2019 | 24 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 20 | 1 | 0.00% | 0.40% | 2.19% | Q3 2016 | Q3 2023 | 24 |
Carnegie Capital Asset Management, LLC | 16 | 3 | 0.04% | 0.13% | 0.59% | Q2 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 1.36% | 1.62% | 2.15% | Q4 2017 | Q3 2023 | 24 |
Csenge Advisory Group | 24 | 24 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.09% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 24 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 24 | 24 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.72% | 0.85% | 1.01% | Q4 2017 | Q3 2023 | 24 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 20 | 4 | 0.06% | 0.93% | 4.70% | Q4 2014 | Q1 2023 | 24 |
Connor, Clark & Lunn Investment Management Ltd. | 16 | 2 | 0.00% | 0.07% | 0.25% | Q1 2014 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.14% | 0.28% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.13% | 0.16% | 0.21% | Q4 2017 | Q3 2023 | 24 |
WESBANCO BANK INC | 11 | 1 | 0.01% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q1 2019 | 24 |
CIBC WORLD MARKET INC. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q1 2019 | 24 |
BANQUE PICTET & CIE SA | 14 | 5 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 24 |
WINTON GROUP Ltd | 11 | 1 | 0.01% | 0.21% | 0.61% | Q2 2014 | Q1 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 6 | 0.00% | 0.09% | 0.21% | Q1 2016 | Q3 2023 | 24 |
Crestwood Advisors Group, LLC | 23 | 1 | 0.02% | 0.62% | 1.04% | Q1 2017 | Q3 2023 | 24 |
Man Group plc | 23 | 23 | 0.03% | 0.14% | 0.45% | Q1 2018 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 21 | 2 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2019 | 23 |
YCG, LLC | 23 | 23 | 0.54% | 3.49% | 4.14% | Q1 2018 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.29% | 0.40% | 0.51% | Q4 2017 | Q3 2023 | 23 |
BOSTON FINANCIAL MANGEMENT LLC | 21 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 23 |
James Hambro & Partners | 17 | 6 | 0.03% | 0.19% | 0.57% | Q4 2017 | Q3 2023 | 23 |
JENNISON ASSOCIATES LLC | 15 | 1 | 0.00% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 23 |
CREDIT AGRICOLE S A | 18 | 4 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 23 |
QCI ASSET MANAGEMENT INC/NY | 17 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.16% | 0.20% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Echo Street Capital Management LLC | 9 | 1 | 0.00% | 0.72% | 3.32% | Q3 2013 | Q3 2023 | 23 |
First Personal Financial Services | 13 | 5 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 23 |
Hilltop Holdings Inc. | 23 | 23 | 0.06% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.00% | 0.08% | 0.22% | Q1 2018 | Q3 2023 | 23 |
JLB & ASSOCIATES INC | 23 | 23 | 0.10% | 1.87% | 2.17% | Q1 2018 | Q3 2023 | 23 |
JARISLOWSKY, FRASER Ltd | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
STEWART & PATTEN CO LLC | 23 | 23 | 0.07% | 0.11% | 0.12% | Q2 2013 | Q4 2018 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 1.86% | 2.44% | 2.96% | Q2 2013 | Q4 2018 | 23 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 23 | 23 | 0.11% | 1.88% | 2.57% | Q3 2013 | Q1 2019 | 23 |
Stockman Wealth Management, Inc. | 23 | 23 | 0.10% | 0.12% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Dundas Partners LLP | 23 | 23 | 2.53% | 3.02% | 3.50% | Q1 2018 | Q3 2023 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 23 | 23 | 0.00% | 0.37% | 1.26% | Q2 2013 | Q4 2018 | 23 |
Meiji Yasuda Life Insurance Co | 12 | 2 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q1 2023 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.13% | 0.20% | Q1 2014 | Q3 2019 | 23 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 23 |
LORD, ABBETT & CO. LLC | 10 | 6 | 0.04% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2021 | 22 |
Silvant Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WASHINGTON TRUST Co | 22 | 22 | 0.01% | 0.52% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 15 | 7 | 0.19% | 0.41% | 0.68% | Q4 2017 | Q3 2023 | 22 |
GREENLEAF TRUST | 20 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 22 |
Summit Global Investments | 13 | 1 | 0.01% | 0.52% | 2.31% | Q1 2017 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 14 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 3 | 0.00% | 0.29% | 0.80% | Q1 2017 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 12 | 4 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 22 |
CORNERSTONE ADVISORS INC | 14 | 8 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q1 2019 | 22 |
Mount Yale Investment Advisors, LLC | 22 | 22 | 0.05% | 0.12% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Corient Capital Partners, LLC | 22 | 22 | 0.03% | 0.23% | 0.35% | Q2 2017 | Q3 2022 | 22 |
International Value Advisers | 22 | 22 | 1.12% | 1.53% | 1.86% | Q2 2013 | Q3 2018 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Ninety One North America, Inc. | 22 | 22 | 0.13% | 0.74% | 2.44% | Q1 2018 | Q2 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.04% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.25% | 0.33% | 0.53% | Q4 2017 | Q3 2023 | 22 |
Bell Asset Management Ltd | 22 | 22 | 1.25% | 1.45% | 1.68% | Q2 2018 | Q3 2023 | 22 |
Heritage Wealth Advisors | 21 | 21 | 0.02% | 0.13% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
ROPES WEALTH ADVISORS LLC | 20 | 1 | 0.01% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 13 | 8 | 0.11% | 0.14% | 0.30% | Q2 2018 | Q3 2023 | 21 |
CUTLER INVESTMENT COUNSEL LLC | 21 | 21 | 1.32% | 1.54% | 1.81% | Q3 2017 | Q3 2022 | 21 |
FRED ALGER MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 5 | 0.14% | 0.37% | 1.24% | Q2 2013 | Q3 2023 | 21 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 21 |
DSM CAPITAL PARTNERS LLC | 10 | 1 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q3 2022 | 21 |
Assenagon Asset Management S.A. | 20 | 1 | 0.00% | 0.04% | 0.26% | Q4 2017 | Q3 2023 | 21 |
Hillsdale Investment Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
Brightworth | 21 | 21 | 0.88% | 1.25% | 1.56% | Q3 2017 | Q3 2022 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
BBVA USA Bancshares, Inc. | 21 | 21 | 0.13% | 0.31% | 0.39% | Q1 2016 | Q1 2021 | 21 |
NuWave Investment Management, LLC | 13 | 1 | 0.00% | 0.27% | 0.94% | Q2 2013 | Q3 2022 | 21 |
Gilbert & Cook, Inc. | 20 | 1 | 0.05% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 21 |
Pinnacle Wealth Planning Services, Inc. | 17 | 4 | 0.08% | 0.16% | 0.37% | Q4 2017 | Q3 2023 | 21 |
CAPITAL INTERNATIONAL LTD /CA/ | 21 | 21 | 0.39% | 1.28% | 1.84% | Q2 2013 | Q2 2018 | 21 |
HARTLINE INVESTMENT CORP/ | 17 | 4 | 0.18% | 0.32% | 0.69% | Q2 2018 | Q3 2023 | 21 |
WAFRA INC. | 13 | 3 | 0.49% | 1.16% | 1.60% | Q1 2016 | Q3 2023 | 21 |
Sigma Planning Corp | 13 | 1 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 21 |
Verition Fund Management LLC | 8 | 1 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.43% | 0.73% | 0.92% | Q3 2018 | Q3 2023 | 21 |
Sompo Asset Management Co., Ltd. | 20 | 1 | 0.29% | 0.80% | 1.25% | Q4 2016 | Q3 2023 | 21 |
Unigestion Holding SA | 15 | 6 | 0.86% | 2.25% | 3.00% | Q2 2018 | Q3 2023 | 21 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 21 |
MCF Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.07% | 0.16% | 0.23% | Q2 2013 | Q2 2018 | 21 |
Glenview Trust Co | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.04% | 0.34% | 0.48% | Q1 2017 | Q2 2022 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.11% | 0.14% | 0.17% | Q4 2018 | Q4 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.49% | 0.59% | 0.73% | Q1 2018 | Q3 2023 | 21 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 9 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2022 | 20 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 2 | 0.01% | 0.07% | 0.31% | Q2 2013 | Q4 2022 | 20 |
LaSalle Street Capital Management, LLC | 20 | 20 | 1.10% | 1.36% | 1.56% | Q4 2014 | Q3 2019 | 20 |
Northcape Capital Pty Ltd | 20 | 20 | 0.11% | 0.46% | 0.70% | Q4 2018 | Q3 2023 | 20 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 11 | 3 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
AGF Investments LLC | 17 | 3 | 0.00% | 0.45% | 1.25% | Q4 2016 | Q4 2021 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.42% | 0.53% | 0.62% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.10% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.13% | 0.25% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.10% | 0.26% | 0.39% | Q4 2018 | Q3 2023 | 20 |
MONTAG A & ASSOCIATES INC | 14 | 2 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 20 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14 | 6 | 0.00% | 0.08% | 0.26% | Q1 2018 | Q2 2023 | 20 |
Waverly Advisors, LLC | 13 | 1 | 0.01% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 1 | 0.02% | 0.27% | 0.62% | Q3 2013 | Q1 2023 | 20 |
Sterling Capital Management LLC | 12 | 8 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2019 | 20 |
VALLEY NATIONAL ADVISERS INC | 12 | 3 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2020 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q4 2017 | 20 |
Foyston, Gordon, & Payne Inc | 20 | 20 | 0.27% | 1.89% | 2.96% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.60% | 0.82% | 1.03% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.08% | 0.19% | Q4 2018 | Q3 2023 | 20 |
KELLEHER FINANCIAL ADVISORS | 19 | 1 | 0.11% | 0.22% | 0.53% | Q2 2013 | Q2 2022 | 20 |
Symmetry Partners, LLC | 20 | 20 | 0.04% | 0.07% | 0.12% | Q1 2019 | Q4 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 1.37% | 1.83% | 2.33% | Q2 2013 | Q3 2018 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.04% | 0.13% | 0.23% | Q4 2017 | Q3 2022 | 20 |
OneDigital Investment Advisors LLC | 13 | 7 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.21% | 0.68% | 1.37% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.03% | 0.09% | 0.14% | Q3 2017 | Q2 2022 | 20 |
Wesleyan Assurance Society | 19 | 19 | 1.40% | 1.71% | 1.98% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Edgemoor Investment Advisors, Inc. | 19 | 19 | 0.04% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 18 | 1 | 0.01% | 0.33% | 0.98% | Q4 2018 | Q3 2023 | 19 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 19 |
Inscription Capital, LLC | 10 | 9 | 0.06% | 0.19% | 0.48% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.21% | 0.51% | Q3 2012 | Q3 2023 | 19 |
DAVIS SELECTED ADVISERS | 19 | 19 | 0.08% | 0.12% | 0.18% | Q1 2014 | Q3 2018 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.83% | 1.20% | 1.56% | Q2 2013 | Q4 2017 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 19 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 19 | 19 | 0.33% | 1.20% | 1.58% | Q1 2019 | Q3 2023 | 19 |
SMITH ASSET MANAGEMENT GROUP LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 19 |
ATALANTA SOSNOFF CAPITAL, LLC | 19 | 19 | 0.75% | 1.08% | 1.59% | Q2 2013 | Q4 2017 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
PineBridge Investments, L.P. | 14 | 2 | 0.00% | 0.15% | 0.49% | Q2 2015 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.10% | 0.15% | 0.22% | Q2 2019 | Q4 2023 | 19 |
SALEM INVESTMENT COUNSELORS INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.13% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Freestone Capital Holdings, LLC | 14 | 1 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 19 |
Heritage Trust Co | 19 | 19 | 0.11% | 0.39% | 0.56% | Q1 2019 | Q3 2023 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.57% | 1.10% | 1.74% | Q4 2015 | Q2 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.10% | 0.12% | 0.19% | Q4 2017 | Q2 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Diversified Trust Co | 10 | 3 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q4 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.04% | 0.05% | 0.10% | Q4 2017 | Q2 2022 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
CI INVESTMENTS INC. | 19 | 19 | 0.00% | 0.04% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Global Thematic Partners, LLC | 19 | 19 | 0.63% | 1.84% | 2.58% | Q3 2015 | Q1 2020 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 1 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 19 |
Freedom Investment Management, Inc. | 16 | 1 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 13 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 19 |
SIT INVESTMENT ASSOCIATES INC | 18 | 1 | 0.02% | 0.40% | 0.89% | Q2 2013 | Q1 2018 | 19 |
FIRST HAWAIIAN BANK | 16 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2022 | 19 |
Bowling Portfolio Management LLC | 18 | 18 | 0.05% | 0.16% | 0.96% | Q2 2013 | Q3 2017 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Financial Engines Advisors L.L.C. | 9 | 1 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 18 |
FORBES J M & CO LLP | 16 | 2 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q4 2019 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 18 |
Destination Wealth Management | 8 | 1 | 0.01% | 0.02% | 0.15% | Q2 2015 | Q3 2023 | 18 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.07% | 0.26% | Q2 2015 | Q4 2022 | 18 |
Alera Investment Advisors, LLC | 18 | 18 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q1 2023 | 18 |
BRIGHTON JONES LLC | 17 | 1 | 0.03% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.08% | 0.16% | 0.39% | Q1 2013 | Q2 2017 | 18 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18 | 18 | 0.20% | 0.64% | 0.82% | Q2 2019 | Q3 2023 | 18 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.14% | 0.33% | Q1 2015 | Q3 2023 | 18 |
Caprock Group, LLC | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CAPE COD FIVE CENTS SAVINGS BANK | 18 | 18 | 0.24% | 0.50% | 0.66% | Q2 2019 | Q3 2023 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
CYPRESS ASSET MANAGEMENT INC/TX | 13 | 5 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2017 | 18 |
Reynders McVeigh Capital Management, LLC | 14 | 1 | 0.02% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 18 |
Tesco Pension Investment Ltd | 18 | 18 | 1.22% | 2.78% | 3.67% | Q1 2018 | Q2 2022 | 18 |
Confluence Wealth Management LLC | 17 | 1 | 0.12% | 0.40% | 0.45% | Q4 2015 | Q3 2020 | 18 |
GOFEN & GLOSSBERG LLC /IL/ | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.05% | 0.07% | 0.08% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
GAM Holding AG | 17 | 1 | 0.06% | 0.08% | 0.14% | Q2 2013 | Q4 2019 | 18 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.04% | 0.31% | Q3 2016 | Q3 2023 | 18 |
Reliant Investment Management, LLC | 13 | 1 | 0.12% | 0.20% | 0.29% | Q3 2015 | Q3 2023 | 18 |
Ausdal Financial Partners, Inc. | 18 | 18 | 0.08% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 4 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q4 2020 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Aureus Asset Management, LLC | 16 | 1 | 0.02% | 1.13% | 2.12% | Q1 2017 | Q2 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Daiwa SB Investments Ltd. | 15 | 3 | 0.01% | 0.19% | 0.49% | Q2 2013 | Q1 2019 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.08% | 0.15% | 0.35% | Q1 2019 | Q3 2023 | 18 |
SCOUT INVESTMENTS, INC. | 7 | 1 | 0.00% | 0.34% | 1.80% | Q2 2013 | Q4 2020 | 18 |
DF DENT & CO INC | 13 | 5 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Capital Bank & Trust Co | 17 | 17 | 1.18% | 1.36% | 1.49% | Q2 2017 | Q2 2021 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 17 |
OAKBROOK INVESTMENTS LLC | 7 | 1 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q3 2019 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2017 | 17 |
PARTHENON LLC | 17 | 17 | 0.35% | 0.40% | 0.45% | Q2 2013 | Q2 2017 | 17 |
AMUNDI ASSET MANAGEMENT US, INC. | 17 | 17 | 0.16% | 0.59% | 1.58% | Q1 2017 | Q1 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2017 | 17 |
CITIZENS & NORTHERN CORP | 17 | 17 | 0.35% | 0.42% | 0.49% | Q3 2019 | Q3 2023 | 17 |
NICOLET BANKSHARES INC | 17 | 17 | 0.07% | 0.11% | 0.20% | Q3 2019 | Q3 2023 | 17 |
JUPITER ASSET MANAGEMENT LTD | 8 | 1 | 0.02% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q1 2022 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.18% | 0.23% | Q2 2013 | Q4 2021 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q2 2017 | 17 |
HNP Capital LLC | 12 | 5 | 0.49% | 0.79% | 0.97% | Q4 2018 | Q1 2023 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.18% | 0.39% | Q4 2018 | Q4 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 17 |
Quantitative Investment Management, LLC | 8 | 1 | 0.01% | 0.13% | 0.47% | Q2 2013 | Q1 2021 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.09% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 17 |
Pflug Koory, LLC | 12 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 17 |
Asset Dedication, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2022 | 17 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 17 |
SeaCrest Wealth Management, LLC | 11 | 6 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.14% | 0.50% | Q1 2017 | Q3 2023 | 17 |
NBW CAPITAL LLC | 17 | 17 | 0.84% | 1.30% | 1.76% | Q4 2017 | Q4 2021 | 17 |
United Bank | 17 | 17 | 0.37% | 0.65% | 0.74% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.19% | 0.45% | Q3 2016 | Q3 2023 | 17 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.02% | 0.06% | 0.19% | Q2 2014 | Q1 2023 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.03% | 0.05% | 0.21% | Q2 2016 | Q3 2020 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.11% | 0.24% | 0.35% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q2 2021 | 17 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.06% | 0.73% | Q1 2016 | Q1 2021 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
River Wealth Advisors LLC | 14 | 3 | 0.02% | 0.34% | 0.54% | Q2 2018 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.24% | 0.51% | Q4 2014 | Q3 2023 | 17 |
Domani Wealth, LLC | 17 | 17 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q1 2023 | 17 |
Bruderman Asset Management, LLC | 13 | 1 | 0.00% | 0.28% | 0.58% | Q1 2015 | Q1 2021 | 17 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 17 |
Advocacy Wealth Management Services, LLC | 13 | 4 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2022 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.01% | 0.15% | 0.24% | Q4 2016 | Q3 2023 | 17 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2011 | Q3 2023 | 17 |
RKL Wealth Management LLC | 17 | 17 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q1 2023 | 17 |
Signature Financial Management, Inc. | 16 | 16 | 0.44% | 0.77% | 1.08% | Q2 2013 | Q1 2017 | 16 |
Prospera Financial Services Inc | 9 | 1 | 0.01% | 0.05% | 0.17% | Q2 2017 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.35% | 0.98% | 3.30% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TRUE Private Wealth Advisors | 16 | 16 | 0.07% | 0.35% | 0.78% | Q1 2016 | Q4 2019 | 16 |
AVITY INVESTMENT MANAGEMENT INC. | 16 | 16 | 1.29% | 3.44% | 4.12% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.21% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.01% | 0.18% | 0.40% | Q4 2019 | Q3 2023 | 16 |
TOTH FINANCIAL ADVISORY CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 13 | 1 | 0.02% | 0.20% | 0.62% | Q3 2015 | Q2 2021 | 16 |
Vestcor Inc | 16 | 16 | 0.24% | 0.34% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.31% | 0.46% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.76% | 0.86% | 0.97% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Pineno Levin & Ford Asset Management, Inc. | 9 | 7 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q4 2021 | 16 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.19% | 0.23% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Lee Financial Co | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 16 |
Israel Discount Bank of New York | 9 | 7 | 0.22% | 0.31% | 0.37% | Q3 2019 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 16 |
MAIRS & POWER INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q1 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.05% | 0.14% | 0.37% | Q4 2018 | Q3 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.06% | 0.15% | 0.19% | Q2 2013 | Q1 2017 | 16 |
Boltwood Capital Management | 16 | 16 | 0.30% | 0.37% | 0.40% | Q1 2020 | Q4 2023 | 16 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 16 |
STOCK YARDS BANK & TRUST CO | 16 | 16 | 0.85% | 1.28% | 1.51% | Q4 2019 | Q3 2023 | 16 |
Hills Bank & Trust Co | 16 | 16 | 0.06% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.23% | 0.27% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BRINKER CAPITAL INC | 16 | 16 | 0.04% | 0.24% | 0.30% | Q3 2016 | Q2 2020 | 16 |
Litman Gregory Wealth Management LLC | 11 | 2 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 16 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 16 |
OAK RIDGE INVESTMENTS LLC | 16 | 16 | 0.27% | 0.42% | 0.58% | Q4 2019 | Q3 2023 | 16 |
COOKE & BIELER LP | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
ROYCE & ASSOCIATES LP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.07% | 0.24% | Q3 2013 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 1.05% | 1.58% | 2.42% | Q4 2019 | Q3 2023 | 16 |
Artemis Investment Management LLP | 10 | 6 | 0.03% | 0.32% | 0.51% | Q1 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q2 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.01% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 16 |
S&CO INC | 14 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PFG Advisors | 16 | 16 | 0.10% | 0.13% | 0.14% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.29% | 0.69% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
VIKING GLOBAL INVESTORS LP | 8 | 1 | 0.20% | 0.67% | 2.01% | Q3 2014 | Q1 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 16 |
Smith & Howard Wealth Management, LLC | 14 | 2 | 0.08% | 0.14% | 0.17% | Q3 2019 | Q3 2023 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.04% | 0.19% | Q1 2013 | Q3 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.30% | 0.46% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ICON ADVISERS INC/CO | 16 | 16 | 0.09% | 0.29% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.07% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 4 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q4 2022 | 16 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 15 |
USCA RIA LLC | 12 | 1 | 0.02% | 0.20% | 0.48% | Q2 2015 | Q1 2020 | 15 |
First Bank & Trust | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 15 |
Alberta Investment Management Corp | 15 | 15 | 0.05% | 0.27% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Lantz Financial LLC | 14 | 1 | 0.15% | 0.27% | 0.58% | Q4 2019 | Q3 2023 | 15 |
VeraBank, N.A. | 15 | 15 | 0.28% | 0.35% | 0.39% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.16% | 0.22% | 0.35% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 15 | 0.03% | 0.36% | 0.90% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.09% | 0.17% | 0.23% | Q3 2016 | Q1 2020 | 15 |
Sonora Investment Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cable Hill Partners, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q2 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.17% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.05% | 0.11% | 0.15% | Q4 2015 | Q3 2023 | 15 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.25% | 0.75% | Q3 2016 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 13 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.08% | 0.09% | 0.10% | Q3 2011 | Q3 2015 | 15 |
Souders Financial Advisors | 15 | 15 | 0.66% | 0.89% | 1.12% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.06% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Geller Advisors LLC | 14 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2022 | 15 |
Point72 Asset Management, L.P. | 10 | 2 | 0.01% | 0.11% | 0.30% | Q4 2016 | Q3 2023 | 15 |
North Star Investment Management Corp. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
CHILTON INVESTMENT CO INC. | 9 | 2 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 15 |
ALTFEST L J & CO INC | 13 | 2 | 0.17% | 0.24% | 0.32% | Q4 2013 | Q4 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.07% | 0.09% | 0.18% | Q2 2013 | Q4 2016 | 15 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.01% | 0.36% | 0.58% | Q1 2014 | Q4 2020 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q2 2017 | 15 |
Perkins Investment Management, LLC | 15 | 15 | 0.01% | 1.24% | 2.02% | Q2 2013 | Q4 2016 | 15 |
USA FINANCIAL FORMULAS | 11 | 1 | 0.00% | 0.18% | 1.24% | Q3 2016 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.04% | 0.23% | 0.41% | Q1 2017 | Q3 2020 | 15 |
FIRST MERCANTILE TRUST CO | 15 | 15 | 0.18% | 0.33% | 0.52% | Q1 2018 | Q3 2021 | 15 |
KANAWHA CAPITAL MANAGEMENT LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
FRIESS ASSOCIATES LLC | 15 | 15 | 0.37% | 0.64% | 0.94% | Q2 2013 | Q4 2016 | 15 |
ORRSTOWN FINANCIAL SERVICES INC | 15 | 15 | 0.00% | 0.15% | 0.23% | Q1 2016 | Q3 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
AMICA MUTUAL INSURANCE CO | 15 | 15 | 0.14% | 0.26% | 0.47% | Q3 2017 | Q1 2021 | 15 |
Virtu KCG Holdings LLC | 12 | 3 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q2 2017 | 15 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Arete Wealth Advisors, LLC | 8 | 2 | 0.02% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 15 |
Amica Retiree Medical Trust | 15 | 15 | 0.16% | 0.27% | 0.48% | Q3 2017 | Q1 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.12% | 0.13% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Avestar Capital, LLC | 7 | 4 | 0.02% | 0.15% | 0.55% | Q4 2017 | Q3 2023 | 15 |
Nelson Capital Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.22% | 0.88% | 3.14% | Q2 2013 | Q4 2016 | 15 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2019 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.01% | 0.25% | 0.33% | Q1 2013 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 5 | 1 | 0.02% | 0.16% | 0.36% | Q1 2018 | Q3 2023 | 15 |
Polaris Wealth Advisory Group, LLC | 14 | 14 | 0.73% | 0.90% | 1.12% | Q3 2016 | Q4 2019 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.11% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
BALASA DINVERNO & FOLTZ LLC | 10 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 14 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.40% | 0.49% | 0.62% | Q3 2013 | Q4 2017 | 14 |
Madison Asset Management, LLC | 14 | 14 | 0.72% | 0.92% | 1.01% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 10 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.11% | 0.14% | 0.15% | Q4 2018 | Q1 2022 | 14 |
MGO ONE SEVEN LLC | 11 | 1 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 14 |
Sowell Financial Services LLC | 8 | 1 | 0.01% | 0.11% | 0.23% | Q4 2016 | Q2 2023 | 14 |
Faithward Advisors, LLC | 11 | 1 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.07% | 0.25% | Q4 2016 | Q2 2022 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
STRATEGY ASSET MANAGERS LLC | 4 | 2 | 0.18% | 0.51% | 0.60% | Q1 2015 | Q4 2022 | 14 |
Willow Creek Wealth Management Inc. | 13 | 1 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2016 | 14 |
NorthRock Partners, LLC | 13 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.00% | 0.32% | 0.48% | Q4 2017 | Q3 2023 | 14 |
CRAWFORD INVESTMENT COUNSEL INC | 14 | 14 | 0.23% | 1.30% | 1.61% | Q2 2020 | Q3 2023 | 14 |
JGP Wealth Management, LLC | 14 | 14 | 0.07% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Independent Advisor Alliance | 6 | 3 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 0.63% | 1.48% | 2.30% | Q2 2013 | Q3 2016 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 3 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2023 | 14 |
LeJeune Puetz Investment Counsel LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q1 2023 | 14 |
Norway Savings Bank | 13 | 1 | 0.10% | 0.34% | 0.55% | Q1 2020 | Q3 2023 | 14 |
Abbrea Capital, LLC | 13 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
DG CAPITAL MANAGEMENT INC | 14 | 14 | 0.81% | 1.30% | 1.67% | Q2 2013 | Q3 2016 | 14 |
BRAUN STACEY ASSOCIATES INC | 9 | 5 | 0.01% | 0.30% | 1.09% | Q2 2014 | Q1 2018 | 14 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.01% | 0.11% | 0.48% | Q1 2016 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.08% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Jackson Wealth Management, LLC | 14 | 14 | 0.22% | 0.29% | 0.35% | Q3 2017 | Q4 2020 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.02% | 0.04% | 0.04% | Q4 2019 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.27% | 0.48% | 1.12% | Q4 2019 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Teza Capital Management LLC | 3 | 1 | 0.09% | 0.44% | 0.93% | Q3 2018 | Q3 2023 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.28% | 0.70% | 1.24% | Q4 2018 | Q1 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Sciencast Management LP | 3 | 1 | 0.10% | 0.63% | 1.31% | Q4 2015 | Q1 2022 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.07% | 0.12% | 0.31% | Q4 2019 | Q3 2023 | 14 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.13% | 0.53% | Q2 2016 | Q2 2023 | 14 |
Magellan Asset Management Ltd | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
ALPHASIMPLEX GROUP, LLC | 10 | 4 | 0.34% | 0.88% | 2.36% | Q1 2019 | Q3 2022 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 3 | 0.00% | 0.09% | 0.38% | Q1 2020 | Q3 2023 | 14 |
Apriem Advisors | 14 | 14 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q4 2018 | 14 |
NCM Capital Advisers, Inc. | 14 | 14 | 1.70% | 1.93% | 2.37% | Q2 2013 | Q3 2016 | 14 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.09% | 0.28% | Q1 2014 | Q4 2021 | 14 |
Cumberland Partners Ltd | 14 | 14 | 0.52% | 1.56% | 2.66% | Q2 2020 | Q3 2023 | 14 |
Personal Capital Advisors Corp | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 14 |
Clark Capital Management Group, Inc. | 7 | 2 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q4 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.07% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 13 |
BNC WEALTH MANAGEMENT, LLC | 13 | 13 | 2.39% | 2.94% | 4.35% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.20% | 0.40% | 0.72% | Q3 2020 | Q3 2023 | 13 |
Quotient Investors, LLC | 13 | 13 | 0.20% | 0.29% | 0.51% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Grove Bank & Trust | 9 | 4 | 0.03% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kathmere Capital Management, LLC | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Alexandria Capital, LLC | 8 | 5 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 13 |
Blueprint Investment Partners LLC | 13 | 13 | 0.07% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 13 |
TOBAM | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ROCKLAND TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Knights of Columbus Asset Advisors LLC | 13 | 13 | 0.29% | 1.05% | 1.35% | Q1 2017 | Q1 2020 | 13 |
Personal Wealth Partners | 11 | 2 | 0.22% | 0.28% | 0.36% | Q4 2018 | Q1 2022 | 13 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q3 2023 | 13 |
Pointe Capital Management LLC | 10 | 3 | 0.15% | 0.21% | 0.29% | Q1 2015 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.15% | 0.35% | Q4 2014 | Q2 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
KDI CAPITAL PARTNERS LLC | 13 | 13 | 2.57% | 3.11% | 3.40% | Q4 2016 | Q4 2019 | 13 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.36% | 0.79% | Q2 2016 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.38% | 0.54% | 0.75% | Q3 2020 | Q3 2023 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 2.62% | 2.97% | 3.74% | Q2 2019 | Q2 2022 | 13 |
UMB Bank, n.a. | 8 | 5 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.54% | 0.59% | 0.64% | Q2 2013 | Q2 2016 | 13 |
Truehand, Inc | 13 | 13 | 0.38% | 0.43% | 0.52% | Q4 2018 | Q4 2021 | 13 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.05% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.26% | 0.45% | 0.61% | Q2 2013 | Q2 2016 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2016 | 13 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 2.78% | 3.81% | 4.52% | Q4 2020 | Q4 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.31% | 0.58% | Q2 2013 | Q4 2022 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 1 | 0.00% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Westover Capital Advisors, LLC | 13 | 13 | 0.11% | 0.12% | 0.14% | Q3 2020 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 10 | 3 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 9 | 2 | 0.01% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 13 |
Mount Lucas Management LP | 5 | 4 | 0.00% | 0.58% | 0.89% | Q1 2014 | Q4 2022 | 13 |
Cipher Capital LP | 4 | 1 | 0.06% | 0.36% | 0.80% | Q1 2014 | Q4 2022 | 13 |
CENTRAL BANK & TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ALERUS FINANCIAL NA | 13 | 13 | 0.14% | 0.28% | 0.46% | Q3 2020 | Q3 2023 | 13 |
InterOcean Capital, LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q2 2020 | 13 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2022 | 13 |
Intermede Investment Partners Ltd | 13 | 13 | 2.62% | 3.07% | 3.40% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 1 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q4 2022 | 13 |
Venturi Wealth Management, LLC | 13 | 13 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 2.09% | 2.17% | 2.29% | Q2 2013 | Q1 2016 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
LAU ASSOCIATES LLC | 12 | 12 | 0.12% | 0.17% | 0.21% | Q1 2017 | Q4 2019 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q1 2016 | 12 |
Yorktown Management & Research Co Inc | 7 | 2 | 0.08% | 0.23% | 0.39% | Q2 2019 | Q3 2022 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.05% | 0.14% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 11 | 1 | 0.01% | 0.11% | 0.21% | Q1 2015 | Q3 2018 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 12 |
Fosun International Ltd | 8 | 4 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q1 2022 | 12 |
YHB Investment Advisors, Inc. | 11 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Kessler Investment Group, LLC | 12 | 12 | 0.06% | 0.21% | 0.35% | Q4 2020 | Q3 2023 | 12 |
British Airways Pensions Investment Management Ltd | 9 | 3 | 0.54% | 0.73% | 1.22% | Q4 2014 | Q1 2021 | 12 |
Annex Advisory Services, LLC | 12 | 12 | 0.06% | 0.21% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Clarkston Capital Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Trutina Financial LLC | 12 | 12 | 0.22% | 0.28% | 0.33% | Q2 2013 | Q1 2016 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.22% | Q2 2019 | Q1 2022 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q1 2016 | 12 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.04% | 0.42% | 1.00% | Q4 2013 | Q3 2021 | 12 |
Advisory Alpha, LLC | 12 | 12 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Veritas Investment Management (UK) Ltd | 6 | 6 | 0.13% | 2.60% | 4.77% | Q1 2013 | Q4 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.13% | 0.50% | 1.09% | Q1 2014 | Q4 2019 | 12 |
Brookstone Capital Management | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 12 |
Majedie Asset Management Ltd | 12 | 12 | 0.37% | 0.44% | 0.53% | Q3 2017 | Q2 2020 | 12 |
Tidal Investments LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.16% | 0.45% | Q1 2015 | Q2 2020 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
IHT Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 12 |
Gillson Capital LP | 3 | 1 | 0.66% | 2.65% | 6.31% | Q4 2016 | Q3 2023 | 12 |
Holocene Advisors, LP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 12 |
Stratos Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Legacy Advisors, LLC | 7 | 1 | 0.01% | 0.59% | 1.15% | Q4 2016 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q4 2022 | 12 |
Windsor Wealth Management, Inc. | 7 | 2 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q1 2022 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Centerpoint Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
DUALITY ADVISERS, LP | 4 | 1 | 0.06% | 0.35% | 0.69% | Q1 2019 | Q3 2023 | 12 |
Canton Hathaway, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Strategic Investment Advisors / MI | 11 | 1 | 0.08% | 0.36% | 0.49% | Q3 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.00% | 0.40% | 0.77% | Q2 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 8 | 1 | 0.01% | 0.26% | 0.97% | Q2 2020 | Q3 2023 | 12 |
MIROVA | 12 | 12 | 0.02% | 0.08% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Enterprise Bank & Trust Co | 12 | 12 | 0.40% | 0.55% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Asio Capital, LLC | 12 | 12 | 0.07% | 0.13% | 0.24% | Q4 2019 | Q3 2022 | 12 |
Running Oak Capital LLC | 7 | 5 | 1.64% | 1.94% | 3.20% | Q4 2019 | Q3 2023 | 12 |
Kinloch Capital, LLC | 12 | 12 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.69% | 1.08% | 1.76% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.16% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 4.36% | 5.42% | 6.25% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.29% | 0.38% | 0.58% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.14% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.36% | 0.45% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.32% | 0.45% | 0.54% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.04% | 0.12% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 0.11% | 0.27% | 0.45% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Banco Santander, S.A. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
KEMPNER CAPITAL MANAGEMENT INC. | 12 | 12 | 1.30% | 1.66% | 2.43% | Q2 2013 | Q1 2016 | 12 |
LOEB PARTNERS CORP | 12 | 12 | 0.40% | 1.60% | 2.59% | Q4 2014 | Q3 2017 | 12 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
NBT BANK N A /NY | 11 | 11 | 0.03% | 0.10% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.04% | 0.20% | Q4 2020 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.26% | 0.35% | 0.46% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
LOOMIS SAYLES & CO L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 9 | 2 | 0.02% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 11 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 1 | 0.56% | 0.81% | 0.96% | Q1 2021 | Q4 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.01% | 0.19% | 0.29% | Q4 2020 | Q2 2023 | 11 |
Graypoint LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.09% | 0.66% | 0.91% | Q1 2021 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.11% | 0.48% | Q2 2013 | Q3 2021 | 11 |
CCLA Investment Management | 6 | 5 | 0.86% | 1.24% | 1.68% | Q4 2020 | Q3 2023 | 11 |
QVR LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q3 2021 | Q3 2022 | 11 |
Fisher Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2022 | 11 |
Cerity Partners LLC | 11 | 11 | 0.03% | 0.16% | 0.35% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Texas Capital Bank Wealth Management Services Inc | 10 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Itau Unibanco Holding S.A. | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2019 | 11 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.13% | 0.20% | 0.25% | Q2 2013 | Q4 2015 | 11 |
TREVOR STEWART BURTON & JACOBSEN INC | 11 | 11 | 0.29% | 1.62% | 3.28% | Q2 2013 | Q4 2015 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Columbia Trust Co 01012016 | 10 | 1 | 0.11% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 11 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 9 | 2 | 0.02% | 0.03% | 0.07% | Q1 2015 | Q2 2019 | 11 |
AHL Partners LLP | 10 | 1 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q4 2017 | 11 |
Aurora Investment Counsel | 11 | 11 | 0.54% | 0.81% | 1.05% | Q3 2018 | Q1 2021 | 11 |
Wellesley Investment Partners, LLC | 10 | 1 | 0.08% | 0.10% | 0.11% | Q2 2016 | Q1 2019 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Virtus Investment Advisers, Inc. | 6 | 5 | 0.03% | 0.27% | 0.47% | Q3 2016 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Partnervest Advisory Services LLC | 11 | 11 | 0.09% | 0.12% | 0.13% | Q2 2013 | Q4 2015 | 11 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2022 | 11 |
Archford Capital Strategies, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 11 |
Berkshire Hathaway | 11 | 11 | 0.02% | 0.10% | 0.24% | Q3 2020 | Q1 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 1.31% | 1.57% | 1.77% | Q1 2018 | Q3 2020 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.14% | 0.17% | 0.19% | Q2 2020 | Q4 2022 | 11 |
Bremer Bank National Association | 11 | 11 | 0.04% | 0.25% | 0.35% | Q4 2019 | Q2 2022 | 11 |
Chicago Capital, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2020 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.16% | 0.19% | 0.23% | Q4 2020 | Q2 2023 | 11 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6 | 5 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q4 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.11% | 0.19% | 0.23% | Q2 2013 | Q4 2015 | 11 |
Euclid Advisors LLC | 7 | 1 | 0.08% | 0.20% | 0.43% | Q2 2013 | Q2 2016 | 11 |
BALDWIN BROTHERS LLC/MA | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2015 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.02% | 0.06% | 0.45% | Q3 2017 | Q1 2020 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.22% | Q4 2016 | Q3 2023 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 11 |
APPLETON PARTNERS INC/MA | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 11 |
Bellwether Advisors, LLC | 10 | 1 | 0.00% | 0.08% | 0.39% | Q4 2020 | Q3 2023 | 11 |
West Family Investments, Inc. | 10 | 10 | 0.18% | 0.25% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 0.61% | 1.04% | 1.22% | Q1 2021 | Q2 2023 | 10 |
Longview Partners (Guernsey) LTD | 10 | 10 | 1.59% | 4.13% | 4.96% | Q2 2021 | Q3 2023 | 10 |
Kohmann Bosshard Financial Services, LLC | 10 | 10 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2019 | 10 |
CHEMICAL BANK | 7 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2019 | 10 |
Cribstone Capital Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 10 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 10 | 10 | 0.28% | 0.33% | 0.40% | Q4 2012 | Q1 2015 | 10 |
AustralianSuper Pty Ltd | 6 | 1 | 0.02% | 1.10% | 1.95% | Q2 2019 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 10 | 0.05% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 10 |
FIRST FOUNDATION ADVISORS | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 10 |
Financial Advocates Investment Management | 6 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.17% | Q4 2019 | Q1 2022 | 10 |
X-Square Capital, LLC | 10 | 10 | 0.12% | 0.26% | 0.35% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.02% | 0.22% | 0.46% | Q4 2018 | Q1 2023 | 10 |
Dakota Wealth Management | 9 | 1 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 10 |
Northeast Financial Consultants Inc | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
JENSEN INVESTMENT MANAGEMENT INC | 10 | 10 | 1.26% | 2.76% | 4.54% | Q2 2021 | Q3 2023 | 10 |
DILLON & ASSOCIATES INC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sageworth Trust Co | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.05% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Optas, LLC | 9 | 1 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q2 2022 | 10 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.13% | 0.47% | Q4 2014 | Q3 2023 | 10 |
Palisades Hudson Asset Management, L.P. | 10 | 10 | 0.10% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Aaron Wealth Advisors LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PARK NATIONAL CORP /OH/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
State of Wyoming | 10 | 10 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q2 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FORT PITT CAPITAL GROUP INC | 10 | 10 | 2.00% | 2.09% | 2.14% | Q2 2013 | Q3 2015 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 1 | 0.05% | 0.09% | 0.10% | Q3 2019 | Q3 2023 | 10 |
Cognios Capital, LLC | 7 | 1 | 0.09% | 0.51% | 1.57% | Q4 2015 | Q1 2020 | 10 |
THOMPSON DAVIS & CO., INC. | 9 | 1 | 0.00% | 0.05% | 0.42% | Q3 2015 | Q4 2021 | 10 |
Perpetual Ltd | 8 | 2 | 0.00% | 1.13% | 2.28% | Q1 2013 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 7 | 3 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q1 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
BAILARD, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
QUANTUM CAPITAL MANAGEMENT | 8 | 2 | 0.18% | 0.58% | 0.99% | Q2 2013 | Q3 2020 | 10 |
Pegasus Partners Ltd. | 10 | 10 | 0.14% | 0.25% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2020 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Machina Capital S.A.S. | 6 | 2 | 0.15% | 0.73% | 1.33% | Q3 2019 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
New England Professional Planning Group Inc. | 6 | 4 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 10 |
BRYN MAWR CAPITAL MANAGEMENT INC | 10 | 10 | 0.26% | 0.69% | 1.04% | Q2 2013 | Q3 2015 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2015 | 10 |
Amundi | 10 | 10 | 0.14% | 0.21% | 0.30% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA TRUST CO | 8 | 1 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Sculptor Capital LP | 4 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q4 2016 | 10 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Essex LLC | 9 | 9 | 0.76% | 0.99% | 1.21% | Q3 2021 | Q3 2023 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 9 |
MARATHON CAPITAL MANAGEMENT | 5 | 4 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q2 2021 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 1 | 0.06% | 0.61% | 1.33% | Q1 2021 | Q3 2023 | 9 |
Accurate Wealth Management, LLC | 5 | 4 | 0.27% | 0.67% | 1.21% | Q2 2021 | Q3 2023 | 9 |
RICE HALL JAMES & ASSOCIATES, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Qtron Investments LLC | 7 | 2 | 0.09% | 0.23% | 0.30% | Q2 2020 | Q3 2023 | 9 |
Pearl River Capital, LLC | 4 | 1 | 0.08% | 0.35% | 0.64% | Q3 2019 | Q2 2023 | 9 |
Robeco Schweiz AG | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 9 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2019 | 9 |
SYMPHONY ASSET MANAGEMENT LLC | 8 | 1 | 0.15% | 0.36% | 0.60% | Q1 2017 | Q4 2019 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.70% | 0.82% | 0.90% | Q3 2021 | Q3 2023 | 9 |
Kalos Management, Inc. | 9 | 9 | 0.19% | 0.25% | 0.52% | Q1 2020 | Q1 2022 | 9 |
Thrive Capital Management, LLC | 5 | 4 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Onex Canada Asset Management Inc. | 7 | 1 | 0.25% | 1.27% | 2.19% | Q1 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 9 | 9 | 1.41% | 1.77% | 1.97% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Moisand Fitzgerald Tamayo, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Doyle Wealth Management | 6 | 1 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q4 2021 | 9 |
McAdam, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
FORA Capital, LLC | 4 | 1 | 0.04% | 0.27% | 0.63% | Q4 2019 | Q4 2022 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.08% | 0.17% | 0.21% | Q1 2021 | Q1 2023 | 9 |
Surevest, LLC | 9 | 9 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2022 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.19% | 0.27% | 0.40% | Q2 2013 | Q2 2015 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.15% | 0.25% | 0.36% | Q4 2015 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 1.70% | 1.87% | 1.98% | Q3 2021 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Ativo Capital Management LLC | 9 | 9 | 0.49% | 0.69% | 1.02% | Q2 2020 | Q2 2022 | 9 |
KLINGENSTEIN FIELDS & CO LP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.20% | 0.53% | Q1 2016 | Q1 2022 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 9 |
HERON FINANCIAL GROUP, LLC | 9 | 9 | 0.12% | 0.13% | 0.16% | Q2 2021 | Q2 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 4 | 2 | 0.06% | 0.20% | 0.43% | Q2 2013 | Q1 2017 | 9 |
TRUST CO OF VIRGINIA /VA | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Court Place Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.61% | 0.78% | 0.92% | Q3 2021 | Q3 2023 | 9 |
HIGH POINT BANK & TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 9 |
Strategic Wealth Partners, Ltd. | 7 | 2 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q1 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Hotaling Investment Management, LLC | 9 | 9 | 0.59% | 1.63% | 1.97% | Q4 2018 | Q4 2020 | 9 |
Kore Private Wealth LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 9 |
FIRST CITIZENS BANK & TRUST CO | 5 | 2 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
EagleClaw Capital Managment, LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.51% | 1.05% | 2.02% | Q4 2019 | Q4 2021 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Dempze Nancy E | 9 | 9 | 0.16% | 0.20% | 0.22% | Q3 2021 | Q3 2023 | 9 |
MARKSTON INTERNATIONAL LLC | 9 | 9 | 0.20% | 0.24% | 0.39% | Q2 2013 | Q2 2015 | 9 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 9 |
BSW Wealth Partners | 9 | 9 | 0.04% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
GLG LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q4 2017 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Dynamic Capital Management Ltd | 4 | 2 | 0.10% | 0.45% | 2.58% | Q4 2013 | Q3 2017 | 9 |
Williams Jones Wealth Management, LLC. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 9 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.18% | 0.53% | Q2 2014 | Q4 2021 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.02% | 0.08% | 0.13% | Q4 2017 | Q4 2019 | 9 |
MONTRUSCO BOLTON INVESTMENTS INC. | 9 | 9 | 1.34% | 2.00% | 2.55% | Q3 2021 | Q3 2023 | 9 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.16% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.30% | 0.62% | Q4 2021 | Q3 2023 | 8 |
WestHill Financial Advisors, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 8 |
MOLLER WEALTH PARTNERS | 6 | 1 | 0.28% | 0.38% | 0.62% | Q2 2013 | Q4 2020 | 8 |
MIDDLETON & CO INC/MA | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jupiter Investment Management Ltd | 6 | 1 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q4 2019 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.08% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.08% | 0.13% | Q4 2017 | Q3 2019 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2019 | 8 |
CHATHAM CAPITAL GROUP, INC. | 8 | 8 | 0.07% | 0.28% | 0.41% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2015 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q3 2016 | Q2 2018 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.08% | 0.14% | Q1 2017 | Q4 2018 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q1 2015 | 8 |
Dynamic Advisor Solutions LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Empire Life Investments Inc. | 8 | 8 | 0.79% | 1.24% | 2.38% | Q4 2016 | Q3 2018 | 8 |
Roble, Belko & Company, Inc | 7 | 1 | 0.03% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 8 |
SouthState Corp | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 8 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 8 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 6 | 2 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q1 2015 | 8 |
Arcus Capital Partners, LLC | 7 | 1 | 0.03% | 0.21% | 0.42% | Q4 2020 | Q4 2022 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.01% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Cornerstone Investment Partners, LLC | 8 | 8 | 0.01% | 1.23% | 2.69% | Q2 2018 | Q1 2020 | 8 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q2 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.20% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.06% | 0.08% | 0.09% | Q1 2016 | Q1 2018 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.18% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.29% | 0.31% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.16% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Crestline Management, LP | 5 | 1 | 0.17% | 0.64% | 1.21% | Q2 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.49% | 0.54% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
KENFARB & CO. | 8 | 8 | 0.35% | 0.56% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.41% | 0.59% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.21% | 0.29% | 0.46% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.25% | 0.40% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.16% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.22% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
McElhenny Sheffield Capital Management, LLC | 5 | 3 | 0.29% | 0.38% | 0.64% | Q3 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 1.66% | 1.80% | 1.94% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 6 | 1 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.42% | 0.49% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.02% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.14% | 0.15% | 0.17% | Q4 2014 | Q3 2016 | 8 |
Jump Financial, LLC | 6 | 2 | 0.01% | 0.16% | 0.35% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Quantamental Technologies LLC | 3 | 1 | 0.03% | 0.22% | 0.39% | Q1 2019 | Q1 2023 | 8 |
MUFG Securities EMEA plc | 6 | 2 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q4 2020 | 8 |
Cito Capital Group, LLC | 8 | 8 | 0.17% | 0.19% | 0.22% | Q3 2017 | Q2 2019 | 8 |
DFPG INVESTMENTS, LLC | 8 | 8 | 0.13% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Gryphon Financial Partners LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Virtue Capital Management, LLC | 4 | 4 | 0.04% | 0.12% | 0.28% | Q4 2017 | Q3 2023 | 8 |
Curated Wealth Partners LLC | 8 | 8 | 0.06% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Voit & Company, LLC | 8 | 8 | 1.04% | 1.31% | 1.56% | Q4 2018 | Q3 2020 | 8 |
Soros Fund Management | 8 | 8 | 0.11% | 0.16% | 0.26% | Q1 2018 | Q4 2019 | 8 |
CULLINAN ASSOCIATES INC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q4 2014 | 7 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 7 |
Sahana Capital Management LP | 7 | 7 | 3.57% | 7.93% | 11.38% | Q2 2020 | Q4 2021 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.12% | 0.27% | Q4 2021 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.01% | 0.07% | 0.11% | Q4 2018 | Q2 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Moloney Securities Asset Management, LLC | 4 | 1 | 0.13% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 7 |
Krane Funds Advisors LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2015 | Q4 2016 | 7 |
Capital Wealth Planning, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.04% | 0.04% | Q1 2018 | Q3 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q4 2022 | 7 |
Sage Mountain Advisors LLC | 4 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Caption Management, LLC | 3 | 1 | 0.02% | 0.10% | 0.29% | Q4 2018 | Q2 2022 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 3 | 0.01% | 0.08% | 0.18% | Q3 2016 | Q3 2023 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Y-Intercept (Hong Kong) Ltd | 5 | 1 | 0.21% | 0.29% | 0.37% | Q1 2021 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2015 | 7 |
Hudson Bay Capital Management LP | 4 | 1 | 0.01% | 0.11% | 0.32% | Q4 2018 | Q2 2023 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.48% | 1.07% | Q1 2020 | Q3 2023 | 7 |
AXS Investments LLC | 6 | 1 | 0.19% | 0.34% | 0.40% | Q3 2021 | Q3 2023 | 7 |
Quadrant Private Wealth Management, LLC | 4 | 1 | 0.23% | 0.36% | 0.96% | Q1 2018 | Q3 2023 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.04% | 0.45% | 1.08% | Q1 2022 | Q3 2023 | 7 |
Neo Ivy Capital Management | 2 | 1 | 0.16% | 0.50% | 0.92% | Q1 2020 | Q2 2023 | 7 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.11% | 0.31% | Q1 2018 | Q2 2023 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.18% | 0.21% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Princeton Alpha Management LP | 4 | 3 | 0.08% | 0.19% | 0.38% | Q1 2015 | Q1 2017 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MILES CAPITAL, INC. | 5 | 2 | 0.29% | 0.55% | 0.76% | Q2 2013 | Q2 2016 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Quantinno Capital Management LP | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.03% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Smith, Salley & Associates | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 3 | 0.08% | 0.23% | 0.46% | Q3 2015 | Q3 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
tru Independence LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2021 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.68% | 0.87% | 0.99% | Q2 2013 | Q4 2014 | 7 |
Visium Asset Management, LP | 5 | 2 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2015 | 7 |
Ergoteles LLC | 4 | 1 | 0.02% | 0.18% | 0.48% | Q3 2020 | Q4 2022 | 7 |
Whitnell & Co. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 2 | 0.13% | 0.17% | 0.22% | Q4 2016 | Q1 2020 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.07% | 0.22% | 0.44% | Q2 2019 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
DEARBORN PARTNERS LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2021 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.15% | 0.36% | 0.62% | Q1 2022 | Q3 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.12% | 0.27% | 0.51% | Q1 2021 | Q3 2023 | 7 |
TLP GROUP LLC | 4 | 1 | 0.13% | 0.23% | 0.40% | Q4 2015 | Q4 2018 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q3 2016 | 7 |
AIA Group Ltd | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Center For Asset Management LLC | 4 | 3 | 0.19% | 0.49% | 1.07% | Q3 2021 | Q3 2023 | 7 |
Rossmore Private Capital | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 2 | 0.06% | 0.21% | 0.56% | Q2 2014 | Q3 2016 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.97% | 1.07% | 1.20% | Q3 2021 | Q2 2023 | 7 |
Riverwater Partners LLC | 6 | 1 | 0.21% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Mutual Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.12% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.15% | 0.41% | 0.95% | Q4 2014 | Q3 2018 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Veracity Capital LLC | 4 | 1 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 7 |
RDA Financial Network | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.29% | 0.46% | 0.71% | Q4 2020 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.14% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.76% | 0.83% | 0.93% | Q2 2022 | Q3 2023 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.21% | 0.41% | Q3 2015 | Q4 2022 | 6 |
NVWM, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 6 |
MENTA CAPITAL LLC | 3 | 1 | 0.09% | 0.14% | 0.20% | Q3 2015 | Q3 2018 | 6 |
PARNASSUS INVESTMENTS, LLC | 6 | 6 | 1.52% | 1.77% | 1.98% | Q2 2022 | Q3 2023 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Halpern Financial, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.01% | 1.02% | 1.57% | Q4 2018 | Q2 2020 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Oribel Capital Management, LP | 2 | 1 | 0.17% | 0.98% | 2.67% | Q2 2017 | Q2 2023 | 6 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 6 | 0.08% | 0.10% | 0.11% | Q4 2012 | Q1 2014 | 6 |
DARRELL & KING LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2018 | 6 |
Independent Portfolio Consultants, Inc. | 4 | 2 | 0.00% | 0.11% | 0.20% | Q4 2014 | Q2 2017 | 6 |
CARLSON CAPITAL L P | 6 | 6 | 0.07% | 0.27% | 0.53% | Q4 2016 | Q1 2018 | 6 |
Gladius Capital Management LP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 6 |
EULAV Asset Management | 6 | 6 | 0.27% | 0.80% | 0.93% | Q2 2022 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 6 | 0.29% | 0.34% | 0.39% | Q4 2016 | Q1 2018 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
GraniteShares Advisors LLC | 6 | 6 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q1 2023 | 6 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q1 2018 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 2 | 0.02% | 0.22% | 0.70% | Q4 2021 | Q3 2023 | 6 |
MIDWEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.85% | 0.90% | 0.96% | Q2 2013 | Q3 2014 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2016 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
Pathway Financial Advisors LLC | 2 | 1 | 0.00% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 6 |
Barnett & Company, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 6 |
Five Oceans Asset Management LTD | 5 | 1 | 1.51% | 1.91% | 2.17% | Q3 2012 | Q2 2014 | 6 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.21% | 0.36% | Q3 2021 | Q3 2023 | 6 |
Crescent Grove Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 6 |
PALLADIUM PARTNERS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
AMERICAN NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.20% | 0.24% | 0.27% | Q2 2013 | Q3 2014 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.21% | 0.29% | 0.36% | Q2 2020 | Q3 2022 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.13% | 0.33% | Q2 2013 | Q1 2017 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.12% | 0.18% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.21% | 0.51% | Q1 2014 | Q4 2017 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 6 | 0.16% | 0.19% | 0.21% | Q3 2017 | Q4 2018 | 6 |
ARGENT TRUST Co | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2016 | Q3 2017 | 6 |
American Research & Management Co. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2016 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Gyrus Investment Management Inc. | 6 | 6 | 0.67% | 0.70% | 0.80% | Q4 2013 | Q1 2015 | 6 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 6 | 6 | 2.08% | 3.13% | 4.45% | Q1 2018 | Q2 2019 | 6 |
FACTORY MUTUAL INSURANCE CO | 6 | 6 | 0.20% | 0.21% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Asset Allocation & Management Company, LLC | 6 | 6 | 0.09% | 0.12% | 0.20% | Q4 2021 | Q1 2023 | 6 |
Northside Capital Management, LLC | 4 | 2 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 6 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.07% | 0.13% | 0.19% | Q4 2014 | Q1 2018 | 6 |
Ardevora Asset Management LLP | 6 | 6 | 0.91% | 1.33% | 1.52% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.12% | 0.15% | 0.22% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.00% | 0.18% | 0.27% | Q1 2018 | Q2 2023 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 6 |
Czech National Bank | 6 | 6 | 0.23% | 0.25% | 0.26% | Q3 2022 | Q4 2023 | 6 |
9258 Wealth Management, LLC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
ML & R WEALTH MANAGEMENT LLC | 4 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.54% | 0.84% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
EADS & HEALD WEALTH MANAGEMENT | 6 | 6 | 0.26% | 0.27% | 0.28% | Q2 2022 | Q3 2023 | 6 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
RGT Wealth Advisors, LLC | 4 | 2 | 0.20% | 0.23% | 0.28% | Q3 2016 | Q1 2018 | 6 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 6 |
CLEAR STREET MARKETS LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Cornerstone Advisors, LLC | 4 | 2 | 0.05% | 0.29% | 0.37% | Q2 2020 | Q3 2023 | 6 |
Interval Partners, LP | 4 | 1 | 0.07% | 0.16% | 0.29% | Q3 2017 | Q3 2023 | 6 |
Absolute Return Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 6 |
OKABENA INVESTMENT SERVICES INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Teewinot Capital Advisers, L.L.C. | 5 | 5 | 2.27% | 2.95% | 4.45% | Q3 2022 | Q3 2023 | 5 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Stearns Financial Services Group | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q3 2017 | 5 |
FormulaFolio Investments, LLC | 3 | 2 | 0.00% | 0.06% | 0.17% | Q2 2016 | Q2 2021 | 5 |
Karp Capital Management Corp | 3 | 1 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q3 2022 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 1 | 0.67% | 0.91% | 1.14% | Q4 2014 | Q2 2019 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.18% | 0.30% | Q3 2021 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.14% | 0.38% | Q1 2015 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.16% | 0.17% | 0.19% | Q2 2015 | Q2 2016 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q3 2017 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.15% | 0.17% | 0.20% | Q4 2019 | Q4 2021 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2021 | 5 |
Genesee Capital Advisors, LLC | 5 | 5 | 1.11% | 1.40% | 1.56% | Q1 2019 | Q1 2020 | 5 |
Highland Private Wealth Management | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 5 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
J.Safra Asset Management Corp | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Spectrum Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Pacific Center for Financial Services | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.16% | 0.22% | 0.26% | Q2 2019 | Q2 2020 | 5 |
TIAA, FSB | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
West Coast Financial LLC | 5 | 5 | 0.91% | 1.44% | 1.68% | Q3 2022 | Q3 2023 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.22% | 0.32% | 0.37% | Q4 2016 | Q4 2017 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2013 | Q3 2014 | 5 |
GRATRY & Co LLC | 5 | 5 | 0.22% | 0.30% | 0.35% | Q3 2016 | Q3 2017 | 5 |
Voleon Capital Management LP | 3 | 1 | 0.08% | 1.52% | 4.93% | Q2 2019 | Q4 2021 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.28% | 0.48% | 0.66% | Q1 2022 | Q3 2023 | 5 |
Essex Savings Bank | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2015 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 0.57% | 0.76% | 0.94% | Q4 2021 | Q4 2022 | 5 |
Spears Abacus Advisors LLC | 5 | 5 | 0.13% | 0.14% | 0.18% | Q2 2019 | Q2 2020 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 1.30% | 1.35% | 1.46% | Q2 2019 | Q2 2020 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
FIRST QUADRANT LLC/CA | 2 | 1 | 0.00% | 0.06% | 0.10% | Q2 2014 | Q1 2021 | 5 |
AMG National Trust Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q1 2021 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Stevard, LLC | 5 | 5 | 0.11% | 0.20% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Platte River Capital LLC | 5 | 5 | 0.11% | 0.24% | 0.66% | Q2 2013 | Q2 2014 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EVERETT HARRIS & CO /CA/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.13% | 0.26% | 0.50% | Q4 2020 | Q4 2021 | 5 |
Fermata Advisors, LLC | 5 | 5 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q2 2022 | 5 |
Heartland Bank & Trust Co | 5 | 5 | 0.71% | 0.74% | 0.78% | Q3 2021 | Q3 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.36% | 0.42% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.20% | 0.22% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.09% | 0.15% | 0.20% | Q1 2021 | Q1 2022 | 5 |
BBR PARTNERS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.05% | 0.25% | 0.48% | Q4 2013 | Q4 2015 | 5 |
BANK OF HAWAII | 3 | 1 | 0.05% | 0.22% | 0.33% | Q1 2014 | Q4 2017 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
FIRST AMERICAN TRUST, FSB | 3 | 2 | 0.07% | 0.37% | 0.85% | Q3 2020 | Q3 2023 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Douglass Winthrop Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
GLG Partners LP | 4 | 1 | 0.02% | 0.20% | 0.91% | Q1 2015 | Q4 2017 | 5 |
ALLEGHANY CORP /DE | 5 | 5 | 2.84% | 4.67% | 5.72% | Q4 2018 | Q4 2019 | 5 |
ASSOCIATED BANC-CORP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 5 |
ENDEAVOUR CAPITAL ADVISORS INC | 3 | 1 | 0.02% | 0.64% | 1.23% | Q2 2013 | Q4 2016 | 5 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 1 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q1 2017 | 5 |
WEDBUSH SECURITIES INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 5 |
NICHOLS & PRATT ADVISERS LLP /MA | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Robotti & Company | 5 | 5 | 0.12% | 0.14% | 0.14% | Q1 2021 | Q1 2022 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.19% | 0.32% | 0.38% | Q4 2016 | Q4 2017 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.05% | 0.19% | Q1 2014 | Q1 2017 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.14% | 0.37% | Q4 2014 | Q2 2020 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.66% | 1.20% | 1.62% | Q4 2019 | Q4 2020 | 5 |
Cordasco Financial Network | 5 | 5 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Virtus ETF Advisers LLC | 4 | 1 | 0.01% | 0.28% | 0.47% | Q2 2020 | Q1 2023 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 5 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
B.O.S.S. Retirement Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q4 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.89% | 0.97% | 1.06% | Q4 2022 | Q3 2023 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.07% | 0.23% | 0.40% | Q1 2021 | Q4 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.06% | 1.15% | 1.20% | Q1 2017 | Q4 2017 | 4 |
Junto Capital Management LP | 2 | 1 | 1.02% | 1.91% | 2.48% | Q4 2021 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.04% | 1.09% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Grisanti Capital Management LLC | 4 | 4 | 2.36% | 2.53% | 2.74% | Q1 2018 | Q4 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VETAMER CAPITAL MANAGEMENT, L.P. | 4 | 4 | 3.18% | 4.22% | 5.20% | Q2 2022 | Q1 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.64% | 0.70% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Wilson, Kemp & Associates, Inc. | 3 | 1 | 0.39% | 0.75% | 0.98% | Q2 2013 | Q2 2014 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 1.05% | 1.26% | 1.38% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.34% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Parametrica Management Ltd | 2 | 1 | 0.17% | 0.32% | 0.52% | Q1 2017 | Q1 2020 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.40% | 0.50% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.18% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Mandatum Life Insurance Co Ltd | 3 | 1 | 0.06% | 0.11% | 0.26% | Q4 2016 | Q3 2019 | 4 |
Financial Connections Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.07% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.55% | 0.58% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Point72 Middle East FZE | 2 | 2 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.47% | 0.49% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Sonnipe Ltd | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 1.22% | 1.28% | 1.36% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 2 | 1 | 0.18% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Crabel Capital Management, LLC | 4 | 4 | 0.22% | 0.25% | 0.29% | Q1 2019 | Q4 2019 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 1.71% | 1.76% | 1.78% | Q4 2022 | Q3 2023 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q2 2022 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Counsel Portfolio Services Inc. | 4 | 4 | 0.14% | 0.16% | 0.17% | Q1 2014 | Q4 2014 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Detalus Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.05% | 0.16% | 0.26% | Q4 2013 | Q3 2015 | 4 |
Parasol Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.15% | 0.25% | Q1 2021 | Q2 2022 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q4 2016 | 4 |
Fernwood Investment Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
PDS Planning, Inc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.10% | 0.24% | 0.42% | Q2 2013 | Q1 2014 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Constellation Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q2 2015 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2014 | Q1 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Intersect Capital LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2022 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Hexavest Inc. | 3 | 1 | 0.00% | 0.16% | 0.23% | Q3 2017 | Q2 2019 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.03% | 0.08% | 0.17% | Q4 2014 | Q1 2017 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CTF Capital Management, LP | 4 | 4 | 3.32% | 3.63% | 3.94% | Q2 2022 | Q1 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Diametric Capital, LP | 2 | 2 | 0.64% | 0.75% | 0.93% | Q3 2018 | Q4 2019 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.46% | 0.51% | 0.56% | Q4 2021 | Q3 2023 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Qsemble Capital Management, LP | 4 | 4 | 0.36% | 0.74% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.14% | 0.54% | Q4 2018 | Q3 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.02% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2015 | 4 |
Redwood Investment Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 2.92% | 3.02% | 3.18% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Covenant Partners, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 4 |
TimesSquare Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
IAG Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q4 2023 | 4 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.32% | 0.35% | 0.39% | Q4 2020 | Q3 2021 | 4 |
BOK Financial Private Wealth, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.34% | 0.36% | 0.38% | Q4 2017 | Q3 2018 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 4 |
HighVista Strategies LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q2 2017 | Q1 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
RIT CAPITAL PARTNERS PLC | 4 | 4 | 9.68% | 14.75% | 19.76% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SpiderRock Advisors, LLC | 4 | 4 | 0.03% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.28% | 0.45% | 0.62% | Q4 2014 | Q3 2015 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
LVW Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Copper Rock Capital Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Invictus RG | 3 | 1 | 0.01% | 0.14% | 0.41% | Q3 2016 | Q3 2017 | 4 |
Field & Main Bank | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Colonial River Wealth Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q1 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.85% | 0.88% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.32% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.38% | 0.39% | 0.41% | Q4 2016 | Q3 2017 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.31% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q1 2014 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q2 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Avantax Planning Partners, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.52% | 0.58% | 0.64% | Q4 2022 | Q3 2023 | 4 |
FT Options LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 4 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Main Street Research LLC | 3 | 3 | 2.38% | 2.69% | 3.10% | Q2 2019 | Q4 2019 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
EWA, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.11% | 0.24% | 0.50% | Q4 2013 | Q2 2014 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Anchor Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q1 2019 | 3 |
TFB Advisors LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Sustainable Insight Capital Management, LLC | 2 | 1 | 1.03% | 1.71% | 2.81% | Q3 2022 | Q3 2023 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.97% | 1.11% | 1.18% | Q1 2020 | Q3 2020 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.44% | 0.66% | 0.83% | Q2 2019 | Q4 2019 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.05% | 0.11% | 0.15% | Q4 2022 | Q2 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2015 | Q3 2015 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.05% | 0.23% | 0.53% | Q2 2015 | Q2 2016 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.10% | 0.14% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.46% | 0.52% | 0.57% | Q4 2021 | Q2 2022 | 3 |
HONEYWELL INTERNATIONAL INC | 3 | 3 | 0.38% | 0.39% | 0.40% | Q2 2013 | Q4 2013 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.10% | 0.13% | 0.18% | Q3 2022 | Q1 2023 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 1.55% | 1.60% | 1.70% | Q3 2021 | Q3 2023 | 3 |
FDO Partners, LLC | 1 | 1 | 0.31% | 0.57% | 0.72% | Q4 2015 | Q4 2017 | 3 |
JB Capital LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.92% | 1.27% | 1.89% | Q2 2013 | Q4 2013 | 3 |
Baader Bank Aktiengesellschaft | 2 | 1 | 0.04% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q2 2013 | Q4 2013 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ARGI Investment Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.16% | 0.38% | Q2 2014 | Q4 2019 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SECOR Capital Advisors, LP | 1 | 1 | 0.68% | 0.86% | 1.18% | Q2 2015 | Q1 2019 | 3 |
Verdence Capital Advisors LLC | 2 | 1 | 0.05% | 0.31% | 0.81% | Q4 2017 | Q1 2019 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
First National Bank of Mount Dora, Trust Investment Services | 3 | 3 | 0.96% | 1.07% | 1.14% | Q2 2023 | Q4 2023 | 3 |
Pinnacle Bancorp, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 3 |
HMS Capital Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.13% | Q2 2019 | Q3 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TELEMUS CAPITAL, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Michael & Susan Dell Foundation | 3 | 3 | 5.69% | 5.88% | 6.12% | Q1 2019 | Q3 2019 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q2 2022 | Q4 2022 | 3 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.40% | 0.68% | Q1 2019 | Q1 2020 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2019 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 1 | 0.04% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Brookfield Asset Management | 2 | 1 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SAMLYN CAPITAL, LLC | 3 | 3 | 0.26% | 0.39% | 0.62% | Q1 2017 | Q3 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2018 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2016 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.14% | 0.21% | Q2 2018 | Q1 2022 | 3 |
OPSEU Pension Plan Trust Fund | 2 | 1 | 0.11% | 0.18% | 0.30% | Q1 2020 | Q3 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Seven Bridges Advisors LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q1 2017 | 3 |
Sweet Financial Partners, LLC | 3 | 3 | 0.27% | 0.37% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Catamount Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.36% | 0.42% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Townsend & Associates, Inc | 3 | 3 | 0.07% | 0.09% | 0.13% | Q4 2017 | Q2 2018 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.08% | 0.43% | 0.71% | Q4 2018 | Q2 2022 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.00% | 0.21% | 0.59% | Q3 2022 | Q1 2023 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2019 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Sunflower Bank, N.A. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 3 |
Milestone Advisory Partners | 2 | 1 | 0.10% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 3 |
Leucadia National | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2022 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q1 2021 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Kinsale Capital Group, Inc. | 3 | 3 | 0.60% | 0.95% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.16% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
EHP Funds Inc. | 3 | 3 | 0.30% | 0.35% | 0.39% | Q1 2022 | Q3 2022 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 3 |
Gary Goldberg Planning Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2016 | Q4 2016 | 3 |
FSC Wealth Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Walter Public Investments Inc. | 3 | 3 | 3.60% | 3.74% | 3.86% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.18% | 0.41% | 0.72% | Q4 2021 | Q1 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Parkwood LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q4 2016 | 3 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.07% | 0.68% | 0.98% | Q1 2014 | Q2 2016 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Quilter Investors LTD | 3 | 3 | 7.68% | 8.82% | 10.32% | Q4 2018 | Q2 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Adero Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
PrairieView Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Distillate Capital Partners LLC | 3 | 3 | 0.87% | 0.96% | 1.03% | Q1 2021 | Q3 2021 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.08% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Principal Street Partners, LLC | 2 | 1 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q3 2023 | 3 |
RNC CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.19% | 0.29% | 0.40% | Q2 2018 | Q2 2021 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.22% | 0.46% | Q1 2021 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Community Bank, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q2 2019 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q4 2016 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.34% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 2 |
G&S Capital LLC | 2 | 2 | 2.32% | 2.50% | 2.67% | Q4 2017 | Q1 2018 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.22% | 0.91% | 1.59% | Q4 2017 | Q4 2018 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.52% | 0.72% | 0.92% | Q3 2013 | Q4 2013 | 2 |
Alphinity Investment Management Pty Ltd | 2 | 2 | 4.93% | 5.33% | 5.72% | Q2 2023 | Q3 2023 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.26% | 0.37% | 0.47% | Q1 2018 | Q2 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.08% | 0.44% | 0.80% | Q1 2014 | Q4 2015 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
6 Meridian | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.16% | 0.23% | 0.31% | Q3 2016 | Q4 2016 | 2 |
Ballast, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.31% | 0.33% | 0.36% | Q4 2013 | Q1 2014 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.25% | 0.39% | 0.53% | Q3 2017 | Q4 2017 | 2 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.30% | 0.56% | Q4 2019 | Q2 2020 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q4 2019 | Q1 2020 | 2 |
JSF Financial, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.16% | 0.28% | 0.41% | Q2 2013 | Q1 2014 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2021 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.15% | 0.28% | Q4 2021 | Q3 2022 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.83% | 1.01% | 1.19% | Q1 2015 | Q2 2015 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q1 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Pure Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.22% | 0.40% | 0.58% | Q4 2022 | Q1 2023 | 2 |
XTX MARKETS LLC | 1 | 1 | 1.16% | 1.65% | 2.15% | Q1 2020 | Q3 2020 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BlueMar Capital Management, LLC | 2 | 2 | 0.55% | 0.96% | 1.38% | Q1 2020 | Q2 2020 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Prana Capital Management, LP | 1 | 1 | 0.58% | 1.52% | 2.47% | Q1 2020 | Q1 2022 | 2 |
Keel Point, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 2 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.10% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 2 |
Gateway Advisory, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 2 |
AJO, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 2 |
Bouvel Investment Partners, LLC | 2 | 2 | 1.31% | 1.33% | 1.35% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.49% | 0.57% | 0.64% | Q3 2022 | Q4 2022 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Humankind Investments LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.45% | 0.72% | 1.00% | Q1 2023 | Q2 2023 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.07% | 0.15% | 0.22% | Q1 2021 | Q3 2022 | 2 |
MSD Partners, L.P. | 2 | 2 | 0.88% | 1.03% | 1.18% | Q1 2021 | Q2 2021 | 2 |
LMR Master Fund Ltd | 1 | 1 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q4 2013 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.18% | 0.38% | 0.58% | Q3 2013 | Q4 2013 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Syverson Strege & Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2023 | Q3 2023 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
CTC Capital Management, LLC | 1 | 1 | 0.78% | 1.06% | 1.35% | Q3 2022 | Q1 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q4 2021 | Q4 2021 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AlphaCentric Advisors LLC | 1 | 1 | 0.05% | 0.14% | 0.24% | Q4 2021 | Q3 2022 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 1.19% | 1.31% | 1.42% | Q4 2022 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q1 2019 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.20% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 2 |
Ako Capital | 2 | 2 | 2.04% | 2.38% | 2.72% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.47% | 0.49% | 0.50% | Q3 2022 | Q4 2022 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.27% | 0.35% | 0.42% | Q1 2023 | Q2 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.39% | 0.41% | 0.43% | Q1 2023 | Q2 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.50% | 0.54% | 0.59% | Q1 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Exchange Bank | 2 | 2 | 1.14% | 1.14% | 1.15% | Q2 2023 | Q3 2023 | 2 |
Numeric Investors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.68% | 3.84% | 4.00% | Q2 2021 | Q1 2023 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2013 | 2 |
Sender Co & Partners, Inc. | 1 | 1 | 0.36% | 0.43% | 0.50% | Q3 2022 | Q1 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
1ST SOURCE BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FCF Advisors LLC | 2 | 2 | 0.63% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
GENERAL ELECTRIC CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2019 | Q1 2020 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.08% | 0.14% | 0.21% | Q1 2022 | Q2 2022 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.18% | 0.24% | 0.29% | Q1 2018 | Q2 2019 | 2 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Heartwood Wealth Management Ltd | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2015 | Q1 2016 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 2 |
NEEDELMAN ASSET MANAGEMENT INC | 2 | 2 | 0.65% | 0.66% | 0.66% | Q1 2014 | Q2 2014 | 2 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Pluribus Labs, LLC | 1 | 1 | 0.53% | 0.82% | 1.10% | Q4 2021 | Q2 2022 | 2 |
Lomas Capital Management, LLC | 1 | 1 | 1.91% | 2.88% | 3.85% | Q3 2013 | Q4 2016 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.49% | 0.55% | 0.61% | Q1 2016 | Q2 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.04% | 0.16% | 0.28% | Q4 2017 | Q1 2018 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.20% | 0.26% | 0.33% | Q4 2017 | Q1 2018 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2016 | 2 |
PROVIDENT TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
BBVA USA | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2021 | Q3 2021 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FORT, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2019 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.22% | 0.23% | 0.24% | Q2 2016 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q2 2017 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.20% | 0.40% | Q4 2019 | Q2 2022 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.27% | 0.28% | 0.29% | Q3 2019 | Q4 2019 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q4 2016 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q1 2018 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SG3 Management, LLC | 2 | 2 | 0.30% | 0.33% | 0.37% | Q4 2016 | Q1 2017 | 2 |
Senator Investment Group LP | 2 | 2 | 1.79% | 2.02% | 2.24% | Q2 2021 | Q3 2021 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 0.79% | 1.13% | 1.47% | Q2 2013 | Q3 2013 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q2 2017 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.18% | 0.50% | 0.82% | Q1 2021 | Q2 2023 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2018 | Q2 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.10% | 0.17% | Q1 2020 | Q4 2021 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q1 2021 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 0.81% | 0.93% | 1.05% | Q3 2016 | Q4 2016 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Mountain Road Advisors, LLC | 2 | 2 | 1.03% | 1.54% | 2.05% | Q2 2020 | Q3 2020 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Signition LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MARATHON ASSET MANAGEMENT LLP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2021 | Q2 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Triumph Capital Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
S&T BANK/PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HOERTKORN RICHARD CHARLES | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
IMS Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Astrantus Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
BRC Investment Management LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2016 | Q2 2016 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Wood Investment Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2020 | Q2 2020 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2016 | Q4 2016 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sabal Trust CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Trek Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kepos Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 4.67% | 4.67% | 4.67% | Q2 2013 | Q2 2013 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2021 | Q1 2021 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Parplus Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Baskin Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2016 | Q2 2016 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 2.67% | 2.67% | 2.67% | Q2 2021 | Q2 2021 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Noked Israel Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
LGT CAPITAL PARTNERS LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
SOMERVILLE KURT F | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2016 | Q1 2016 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fluent Financial, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
SWARTHMORE GROUP INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2022 | Q1 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
L & S Advisors Inc | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2013 | Q3 2013 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Full18 Capital LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2021 | Q2 2021 | 1 |
Plaisance Capital LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q1 2020 | Q1 2020 | 1 |
WADE G W & INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Eukles Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2015 | Q4 2015 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2018 | Q2 2018 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
March Altus Capital Management LP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2013 | Q4 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2016 | Q3 2016 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Operose Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Trust Investment Advisors | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Sivik Global Healthcare LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2013 | Q4 2013 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2017 | Q2 2017 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
SWS Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CPWM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2018 | Q1 2018 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2020 | Q4 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own MARSH & MCLENNAN COS INC or have owned MARSH & MCLENNAN COS INC in the past.