Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 123 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q3 2023 | 117 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.14% | Q1 2012 | Q3 2023 | 116 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.45% | Q2 2013 | Q3 2023 | 114 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 108 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.33% | Q2 2013 | Q3 2023 | 101 |
Citadel Advisors | 42 | 42 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 100 |
JANE STREET GROUP, LLC | 37 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q3 2023 | 92 |
Cutler Group LLC / CA | 22 | 9 | 0.00% | 0.02% | 0.28% | Q4 2015 | Q3 2023 | 91 |
Twin Tree Management, LP | 25 | 1 | 0.00% | 0.11% | 0.40% | Q4 2012 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 23 | 1 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 79 |
Parallax Volatility Advisers, L.P. | 10 | 2 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 75 |
MILLENNIUM MANAGEMENT LLC | 22 | 1 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 72 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 70 |
TWO SIGMA INVESTMENTS, LP | 24 | 1 | 0.00% | 0.05% | 0.54% | Q2 2013 | Q3 2023 | 69 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 67 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 67 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.00% | 0.21% | 0.54% | Q4 2006 | Q3 2023 | 66 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 62 |
Paloma Partners Management Co | 28 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q4 2022 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.02% | 0.05% | Q1 2009 | Q3 2023 | 59 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q2 2022 | 58 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.08% | 0.27% | Q1 2012 | Q3 2023 | 58 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 55 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.11% | 0.27% | Q3 2013 | Q3 2023 | 54 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 53 |
Rehmann Capital Advisory Group | 36 | 1 | 0.04% | 0.11% | 0.23% | Q2 2010 | Q3 2023 | 52 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q2 2018 | 51 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.31% | Q1 2013 | Q3 2023 | 51 |
AMALGAMATED BANK | 40 | 10 | 0.07% | 0.14% | 0.23% | Q4 2010 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.05% | 0.09% | 0.16% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.12% | 0.29% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.11% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.16% | 0.54% | Q4 2011 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.09% | 0.33% | Q2 2014 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.03% | 0.43% | 0.84% | Q1 2012 | Q3 2023 | 47 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.04% | 0.26% | Q4 2016 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.18% | 0.46% | Q2 2013 | Q3 2023 | 46 |
Verition Fund Management LLC | 25 | 3 | 0.00% | 0.08% | 0.57% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.15% | 0.41% | Q4 2012 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2017 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.35% | 0.93% | Q2 2013 | Q3 2023 | 44 |
Glenview Capital Management | 28 | 12 | 0.27% | 3.63% | 8.16% | Q2 2013 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.05% | 0.09% | 0.20% | Q4 2012 | Q3 2023 | 44 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.15% | 0.35% | 0.69% | Q4 2012 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.06% | 0.15% | 0.37% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.13% | 0.45% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.13% | 0.23% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.11% | 0.27% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.04% | 0.22% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.22% | 0.62% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.38% | 0.63% | 1.07% | Q2 2013 | Q4 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q4 2023 | 43 |
ADIRONDACK TRUST CO | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.32% | 1.47% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.05% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.01% | 0.33% | 1.31% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.10% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.10% | 0.60% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.23% | 0.69% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.44% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.15% | 1.40% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.16% | 0.61% | 1.13% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.05% | 0.15% | 0.74% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.19% | 0.68% | 2.93% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.33% | 0.78% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.17% | 0.59% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.02% | 0.16% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.04% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.10% | 0.39% | 0.89% | Q2 2013 | Q3 2023 | 42 |
SCHARF INVESTMENTS, LLC | 42 | 42 | 0.04% | 4.11% | 8.65% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.13% | 0.48% | Q2 2013 | Q3 2023 | 42 |
TUDOR INVESTMENT CORP ET AL | 9 | 2 | 0.01% | 0.14% | 1.09% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 1.01% | 1.67% | 2.44% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.08% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.23% | 0.64% | 1.26% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.12% | 0.45% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PGGM Investments | 37 | 5 | 0.10% | 0.29% | 0.50% | Q1 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 1.02% | 1.41% | 2.14% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 1.00% | 1.80% | 2.92% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.27% | 1.07% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.02% | 0.44% | 0.93% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.23% | 0.95% | 1.75% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.15% | 0.49% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.84% | 1.11% | 1.42% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.43% | 0.72% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.02% | 0.64% | 1.36% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.12% | 0.31% | 0.56% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.17% | 0.36% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.28% | 0.92% | 2.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.09% | 0.32% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.23% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.96% | 1.60% | 2.65% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.02% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.10% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BANK OF STOCKTON | 42 | 42 | 0.15% | 0.48% | 1.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Boston Partners | 42 | 42 | 0.15% | 0.71% | 1.46% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.08% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.03% | 0.21% | 0.64% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.09% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.24% | 0.58% | 0.93% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.06% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.06% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.25% | 0.69% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.12% | 0.21% | Q2 2012 | Q4 2022 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.03% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.06% | 0.31% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q4 2023 | 42 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 42 | 42 | 0.24% | 0.84% | 1.80% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.07% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.20% | 0.35% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.01% | 0.53% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.05% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.03% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.06% | 0.57% | 1.19% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.01% | 0.10% | 0.41% | Q2 2013 | Q4 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.17% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.02% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.01% | 0.16% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.20% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.04% | 0.30% | 0.53% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.19% | 0.55% | 1.17% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.02% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 41 |
AXA S.A. | 27 | 14 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 41 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 41 | 41 | 0.40% | 0.63% | 1.01% | Q3 2013 | Q3 2023 | 41 |
Tekla Capital Management LLC | 41 | 41 | 0.09% | 0.74% | 2.22% | Q2 2013 | Q2 2023 | 41 |
CREDIT AGRICOLE S A | 22 | 18 | 0.00% | 0.12% | 0.55% | Q2 2013 | Q3 2023 | 41 |
Hillsdale Investment Management Inc. | 21 | 20 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 41 |
TORONTO DOMINION BANK | 40 | 1 | 0.00% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 27 | 14 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 41 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.30% | 0.90% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.00% | 0.32% | 1.81% | Q3 2013 | Q3 2023 | 41 |
Bridgewater Associates | 26 | 15 | 0.01% | 0.16% | 0.86% | Q2 2013 | Q3 2023 | 41 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.03% | 0.86% | Q2 2013 | Q2 2021 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.24% | 0.59% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.01% | 0.04% | 0.31% | Q2 2013 | Q4 2023 | 41 |
FIRST TRUST ADVISORS LP | 21 | 20 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.16% | 0.29% | Q3 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 22 | 19 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
MEEDER ASSET MANAGEMENT INC | 34 | 7 | 0.00% | 0.34% | 2.33% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.05% | 0.12% | 0.23% | Q1 2013 | Q3 2023 | 41 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 21 | 20 | 0.00% | 0.71% | 1.22% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 41 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 39 | 2 | 0.04% | 0.18% | 0.47% | Q2 2013 | Q3 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.06% | 0.17% | 0.33% | Q3 2013 | Q4 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.12% | 0.41% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.29% | 0.84% | 1.41% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.07% | 0.30% | 0.91% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
STEPHENS INC /AR/ | 40 | 40 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 22 | 2 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 40 |
SCOTIA CAPITAL INC. | 27 | 13 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 40 |
INVESTMENT HOUSE LLC | 40 | 40 | 0.02% | 0.70% | 1.90% | Q2 2013 | Q1 2023 | 40 |
Mechanics Bank Trust Department | 40 | 40 | 0.06% | 0.15% | 0.30% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.16% | 0.29% | Q3 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 23 | 17 | 0.00% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 32 | 8 | 0.01% | 0.07% | 0.13% | Q3 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.15% | 0.27% | Q4 2013 | Q3 2023 | 40 |
DnB Asset Management AS | 39 | 1 | 0.03% | 0.10% | 0.38% | Q4 2013 | Q4 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.10% | 0.18% | Q4 2013 | Q3 2023 | 40 |
PATTON ALBERTSON MILLER GROUP, LLC | 40 | 40 | 0.19% | 0.75% | 1.34% | Q4 2013 | Q3 2023 | 40 |
ING GROEP NV | 21 | 2 | 0.01% | 0.08% | 0.45% | Q1 2013 | Q3 2023 | 39 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 4 | 0.00% | 0.07% | 0.34% | Q4 2013 | Q4 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.11% | 0.23% | 0.35% | Q1 2014 | Q3 2023 | 39 |
Ironwood Investment Counsel, LLC | 39 | 39 | 0.30% | 0.84% | 1.75% | Q1 2014 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.33% | 1.20% | 2.65% | Q2 2013 | Q4 2022 | 39 |
PineBridge Investments, L.P. | 31 | 8 | 0.01% | 0.14% | 0.75% | Q2 2013 | Q3 2023 | 39 |
PRUDENTIAL PLC | 32 | 7 | 0.00% | 0.19% | 0.55% | Q3 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.14% | 0.27% | Q1 2014 | Q3 2023 | 39 |
Gotham Asset Management, LLC | 22 | 5 | 0.00% | 0.25% | 0.65% | Q2 2013 | Q3 2023 | 39 |
Capital Investment Advisors, LLC | 39 | 39 | 0.02% | 0.06% | 0.16% | Q2 2014 | Q4 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.10% | 0.19% | 0.71% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.12% | 0.86% | Q1 2015 | Q3 2023 | 39 |
BALYASNY ASSET MANAGEMENT L.P. | 16 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 26 | 1 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 38 |
NATIXIS | 24 | 6 | 0.00% | 0.22% | 1.19% | Q2 2013 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 38 | 38 | 0.01% | 0.07% | 0.28% | Q2 2014 | Q3 2023 | 38 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 28 | 10 | 0.01% | 0.41% | 0.83% | Q4 2013 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.09% | 0.30% | Q4 2013 | Q3 2023 | 38 |
TWIN CAPITAL MANAGEMENT INC | 26 | 12 | 0.08% | 0.31% | 0.56% | Q3 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.06% | 0.12% | 0.35% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.08% | 0.48% | Q2 2013 | Q3 2022 | 38 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
BANK OF HAWAII | 38 | 38 | 0.03% | 0.08% | 0.28% | Q2 2014 | Q3 2023 | 38 |
Goelzer Investment Management, Inc. | 20 | 18 | 0.10% | 0.39% | 0.62% | Q3 2013 | Q3 2023 | 38 |
CIBC Private Wealth Group, LLC | 35 | 3 | 0.00% | 0.08% | 0.46% | Q1 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2022 | 38 |
OLD NATIONAL BANCORP /IN/ | 26 | 12 | 0.01% | 0.12% | 0.62% | Q1 2014 | Q3 2023 | 38 |
National Pension Service | 37 | 37 | 0.10% | 0.17% | 0.28% | Q3 2014 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.06% | 0.18% | 0.40% | Q2 2013 | Q2 2022 | 37 |
D.A. DAVIDSON & CO. | 17 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.06% | 0.19% | 0.36% | Q2 2013 | Q2 2022 | 37 |
Cetera Advisor Networks LLC | 23 | 14 | 0.01% | 0.03% | 0.09% | Q1 2013 | Q3 2023 | 37 |
MAI Capital Management | 28 | 9 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 37 |
EVERGREEN CAPITAL MANAGEMENT LLC | 17 | 2 | 0.02% | 0.33% | 1.06% | Q2 2013 | Q3 2023 | 37 |
NatWest Group plc | 37 | 37 | 0.08% | 0.55% | 3.58% | Q2 2013 | Q2 2022 | 37 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.24% | 0.39% | 0.64% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 28 | 8 | 0.01% | 0.07% | 0.20% | Q2 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q1 2022 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 25 | 11 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.17% | 0.44% | 0.81% | Q4 2014 | Q3 2023 | 36 |
WASHINGTON TRUST BANK | 22 | 14 | 0.02% | 0.07% | 0.43% | Q4 2013 | Q3 2023 | 36 |
Johnson Financial Group, Inc. | 31 | 5 | 0.00% | 0.14% | 0.44% | Q2 2013 | Q4 2022 | 36 |
Pacer Advisors, Inc. | 35 | 1 | 0.06% | 0.44% | 1.28% | Q4 2013 | Q3 2023 | 36 |
Convergence Investment Partners, LLC | 19 | 1 | 0.02% | 0.30% | 0.50% | Q4 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.06% | 0.24% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
First Personal Financial Services | 36 | 36 | 0.10% | 0.22% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.03% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 36 |
CIBC WORLD MARKETS CORP | 28 | 3 | 0.02% | 1.20% | 13.38% | Q4 2013 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 23 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q1 2022 | 36 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.16% | 0.39% | 0.66% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.09% | 0.52% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.04% | 0.14% | 0.30% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.11% | 1.06% | Q4 2014 | Q3 2023 | 36 |
Cohen Capital Management, Inc. | 36 | 36 | 0.74% | 1.12% | 1.77% | Q2 2013 | Q1 2022 | 36 |
Advisors Capital Management, LLC | 21 | 1 | 0.01% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 36 |
Legacy Capital Partners, Inc. | 36 | 36 | 0.10% | 0.47% | 1.08% | Q2 2013 | Q1 2022 | 36 |
PITCAIRN CO | 18 | 6 | 0.02% | 0.07% | 0.23% | Q4 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 35 | 35 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.07% | 0.78% | Q1 2015 | Q3 2023 | 35 |
SHELTON CAPITAL MANAGEMENT | 21 | 3 | 0.01% | 0.06% | 0.30% | Q3 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q4 2021 | 35 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.12% | 0.54% | Q2 2014 | Q3 2023 | 35 |
Employees Retirement System of Texas | 33 | 1 | 0.03% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.23% | 0.36% | 0.73% | Q2 2013 | Q4 2021 | 35 |
HOWE & RUSLING INC | 12 | 3 | 0.00% | 0.13% | 0.65% | Q2 2013 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.33% | 0.67% | 0.91% | Q1 2015 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 15 | 1 | 0.00% | 0.14% | 0.65% | Q2 2013 | Q2 2023 | 35 |
PERRITT CAPITAL MANAGEMENT INC | 35 | 35 | 0.12% | 0.20% | 0.41% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
SENTRY INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.08% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.02% | 0.20% | 0.79% | Q2 2013 | Q4 2021 | 35 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 1 | 0.01% | 0.82% | 2.53% | Q2 2013 | Q3 2023 | 35 |
TCW GROUP INC | 18 | 17 | 0.01% | 0.35% | 0.96% | Q2 2013 | Q3 2023 | 35 |
PARADIGM ASSET MANAGEMENT CO LLC | 26 | 3 | 0.01% | 0.14% | 0.59% | Q4 2013 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 34 | 34 | 0.10% | 0.16% | 0.25% | Q2 2013 | Q3 2021 | 34 |
Tredje AP-fonden | 34 | 34 | 0.08% | 0.22% | 0.65% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2022 | 34 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 33 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 34 |
THOMAS STORY & SON LLC | 20 | 14 | 0.09% | 0.16% | 0.30% | Q3 2013 | Q3 2023 | 34 |
Vident Investment Advisory, LLC | 34 | 34 | 0.03% | 0.21% | 0.46% | Q1 2015 | Q2 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2022 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q3 2021 | 34 |
Sivik Global Healthcare LLC | 15 | 9 | 0.89% | 2.53% | 4.17% | Q4 2013 | Q3 2023 | 34 |
GOFEN & GLOSSBERG LLC /IL/ | 21 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 34 |
LSV ASSET MANAGEMENT | 28 | 2 | 0.00% | 0.43% | 1.07% | Q2 2013 | Q3 2023 | 34 |
ANCHOR CAPITAL ADVISORS LLC | 26 | 8 | 0.04% | 1.64% | 2.66% | Q2 2013 | Q3 2023 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 8 | 0.00% | 0.79% | 2.23% | Q2 2013 | Q3 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 21 | 13 | 0.00% | 0.06% | 0.47% | Q1 2015 | Q3 2023 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.17% | 1.38% | Q3 2013 | Q3 2023 | 34 |
Advisors Asset Management, Inc. | 22 | 12 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.04% | 0.13% | 0.48% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.10% | 0.28% | Q2 2015 | Q3 2023 | 34 |
DUPONT CAPITAL MANAGEMENT CORP | 28 | 6 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q2 2023 | 34 |
Brandywine Global Investment Management, LLC | 25 | 1 | 0.00% | 0.21% | 0.45% | Q2 2013 | Q3 2023 | 34 |
MOTCO | 20 | 4 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 33 |
BARINGS LLC | 30 | 3 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q4 2021 | 33 |
COLONY GROUP LLC | 19 | 5 | 0.00% | 0.05% | 0.27% | Q4 2013 | Q3 2023 | 33 |
COURIER CAPITAL LLC | 25 | 8 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.12% | 0.65% | Q2 2013 | Q2 2021 | 33 |
MOODY NATIONAL BANK TRUST DIVISION | 33 | 33 | 0.01% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 33 |
DELTA ASSET MANAGEMENT LLC/TN | 27 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q2 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 33 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 14 | 4 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 33 |
SEGALL BRYANT & HAMILL, LLC | 33 | 33 | 0.00% | 0.22% | 0.99% | Q3 2015 | Q3 2023 | 33 |
Cypress Capital Group | 29 | 1 | 0.04% | 0.16% | 0.36% | Q3 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
MARTIN & CO INC /TN/ | 33 | 33 | 0.86% | 1.51% | 3.07% | Q3 2015 | Q3 2023 | 33 |
FIL Ltd | 21 | 2 | 0.00% | 0.18% | 0.88% | Q2 2013 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 33 |
Burt Wealth Advisors | 25 | 8 | 0.02% | 0.10% | 0.24% | Q4 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q4 2023 | 33 |
VESTOR CAPITAL, LLC | 19 | 1 | 0.03% | 1.52% | 3.46% | Q2 2013 | Q3 2023 | 33 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.04% | 0.13% | Q1 2009 | Q4 2022 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 32 |
EAGLE ASSET MANAGEMENT INC | 19 | 13 | 0.01% | 0.19% | 1.02% | Q2 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.37% | 1.14% | Q2 2013 | Q1 2021 | 32 |
Princeton Portfolio Strategies Group LLC | 32 | 32 | 0.06% | 1.21% | 2.95% | Q2 2013 | Q1 2021 | 32 |
HANCOCK WHITNEY CORP | 27 | 1 | 0.01% | 0.13% | 0.86% | Q2 2013 | Q3 2023 | 32 |
CITY HOLDING CO | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q1 2022 | 32 |
AFFINITY INVESTMENT ADVISORS, LLC | 26 | 6 | 0.02% | 0.39% | 1.31% | Q3 2014 | Q3 2023 | 32 |
FIRST MERCANTILE TRUST CO | 18 | 14 | 0.01% | 0.11% | 0.46% | Q2 2013 | Q3 2021 | 32 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 32 | 32 | 0.25% | 0.55% | 1.27% | Q4 2015 | Q3 2023 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 0.47% | 0.69% | 1.27% | Q4 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.08% | 0.22% | 0.46% | Q1 2016 | Q4 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.29% | 0.58% | Q4 2015 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.01% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
MV CAPITAL MANAGEMENT, INC. | 28 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 31 |
FRED ALGER MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.19% | 1.42% | Q4 2013 | Q3 2023 | 31 |
Bellevue Group AG | 31 | 31 | 0.01% | 0.18% | 1.23% | Q1 2016 | Q3 2023 | 31 |
Montecito Bank & Trust | 30 | 1 | 0.09% | 0.17% | 0.32% | Q4 2014 | Q4 2023 | 31 |
Meiji Yasuda Life Insurance Co | 21 | 3 | 0.01% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 31 |
Voya Financial Advisors, Inc. | 19 | 1 | 0.03% | 0.07% | 0.11% | Q1 2015 | Q3 2023 | 31 |
Point72 Hong Kong Ltd | 10 | 1 | 0.00% | 0.10% | 0.48% | Q4 2014 | Q3 2022 | 31 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 14 | 0.01% | 0.11% | 0.54% | Q2 2013 | Q2 2021 | 31 |
BRANDES INVESTMENT PARTNERS, LP | 31 | 31 | 0.10% | 2.10% | 2.68% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.14% | 0.24% | Q2 2013 | Q4 2020 | 31 |
Morningstar Investment Services LLC | 31 | 31 | 0.17% | 0.49% | 0.89% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 31 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 28 | 3 | 0.80% | 1.75% | 2.16% | Q2 2013 | Q1 2023 | 31 |
Bristlecone Advisors, LLC | 18 | 13 | 0.03% | 0.29% | 1.05% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q4 2020 | 31 |
BP PLC | 31 | 31 | 0.03% | 0.13% | 0.36% | Q4 2013 | Q2 2021 | 31 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 7 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 31 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 12 | 0.02% | 0.36% | 1.14% | Q2 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 12 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
AJO, LP | 31 | 31 | 0.04% | 0.77% | 1.20% | Q2 2013 | Q4 2020 | 31 |
ZACKS INVESTMENT MANAGEMENT | 15 | 15 | 0.03% | 0.29% | 0.61% | Q2 2013 | Q3 2023 | 30 |
Focused Wealth Management, Inc | 23 | 7 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2021 | 30 |
JONES FINANCIAL COMPANIES LLLP | 18 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Engineers Gate Manager LP | 11 | 1 | 0.02% | 0.25% | 0.58% | Q4 2014 | Q3 2023 | 30 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 2 | 0.00% | 0.18% | 0.76% | Q2 2013 | Q2 2023 | 30 |
FIRST INTERSTATE BANK | 29 | 1 | 0.14% | 1.48% | 2.42% | Q2 2013 | Q1 2022 | 30 |
Boston Trust Walden Corp | 18 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.06% | 0.14% | 0.29% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Covington Capital Management | 14 | 5 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2022 | 30 |
Magnetar Financial LLC | 16 | 2 | 0.00% | 0.27% | 2.06% | Q4 2013 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.01% | 0.14% | 0.56% | Q2 2013 | Q3 2020 | 30 |
ClariVest Asset Management LLC | 19 | 11 | 0.00% | 0.91% | 1.83% | Q2 2013 | Q3 2023 | 30 |
Supplemental Annuity Collective Trust of NJ | 17 | 13 | 0.13% | 0.38% | 0.61% | Q1 2014 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.11% | 0.19% | Q2 2016 | Q3 2023 | 30 |
1ST SOURCE BANK | 25 | 5 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 30 |
FULTON BANK, N.A. | 28 | 2 | 0.02% | 0.11% | 0.21% | Q2 2016 | Q4 2023 | 30 |
Compagnie Lombard Odier SCmA | 22 | 7 | 0.00% | 0.07% | 0.27% | Q4 2013 | Q3 2023 | 29 |
Sandy Spring Bank | 21 | 2 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q3 2023 | 29 |
Private Ocean, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2022 | 29 |
ProVise Management Group, LLC | 29 | 29 | 0.06% | 0.35% | 0.68% | Q3 2016 | Q3 2023 | 29 |
Clean Yield Group | 10 | 2 | 0.02% | 0.32% | 1.31% | Q1 2015 | Q3 2023 | 29 |
BANK OF THE WEST | 29 | 29 | 0.04% | 0.31% | 0.74% | Q2 2013 | Q2 2020 | 29 |
CI INVESTMENTS INC. | 20 | 1 | 0.02% | 0.82% | 2.22% | Q2 2013 | Q3 2023 | 29 |
FORT, L.P. | 22 | 7 | 0.03% | 0.46% | 0.82% | Q1 2016 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 27 | 2 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2020 | 29 |
SEIZERT CAPITAL PARTNERS, LLC | 24 | 5 | 0.01% | 1.20% | 2.22% | Q2 2013 | Q1 2022 | 29 |
KCM INVESTMENT ADVISORS LLC | 27 | 2 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 29 |
Koshinski Asset Management, Inc. | 16 | 6 | 0.05% | 0.13% | 0.28% | Q4 2014 | Q3 2023 | 29 |
Essex Financial Services, Inc. | 16 | 1 | 0.05% | 0.08% | 0.14% | Q1 2014 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 23 | 6 | 0.01% | 0.05% | 0.16% | Q3 2014 | Q4 2021 | 29 |
Hexavest Inc. | 23 | 6 | 0.00% | 0.38% | 1.13% | Q2 2013 | Q3 2021 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 29 | 29 | 0.05% | 0.21% | 0.35% | Q1 2013 | Q1 2020 | 29 |
BEACON FINANCIAL GROUP | 29 | 29 | 0.14% | 0.25% | 0.40% | Q3 2016 | Q3 2023 | 29 |
DEAN INVESTMENT ASSOCIATES, LLC | 27 | 2 | 0.13% | 0.51% | 0.71% | Q2 2016 | Q3 2023 | 29 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.08% | 0.44% | Q3 2016 | Q1 2023 | 28 |
JFS WEALTH ADVISORS, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2022 | 28 |
Capital Advantage, Inc. | 20 | 1 | 0.09% | 0.19% | 0.38% | Q4 2013 | Q1 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Nicholas Hoffman & Company, LLC. | 28 | 28 | 0.01% | 0.18% | 0.45% | Q4 2016 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 21 | 2 | 0.04% | 0.15% | 0.31% | Q2 2016 | Q3 2023 | 28 |
AMERICAN NATIONAL INSURANCE CO | 27 | 1 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q1 2022 | 28 |
LOOMIS SAYLES & CO L P | 12 | 7 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Carnegie Capital Asset Management, LLC | 17 | 11 | 0.01% | 0.64% | 1.29% | Q2 2013 | Q3 2023 | 28 |
PZENA INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.15% | 2.19% | 3.56% | Q4 2016 | Q3 2023 | 28 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 13 | 3 | 0.26% | 0.45% | 0.69% | Q2 2013 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.08% | 0.33% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 17 | 11 | 0.06% | 1.85% | 2.60% | Q2 2013 | Q3 2023 | 28 |
Winslow, Evans & Crocker, Inc. | 27 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2020 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.08% | 0.12% | 0.19% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2020 | 28 |
Freestone Capital Holdings, LLC | 18 | 1 | 0.04% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.14% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 28 |
DAVENPORT & Co LLC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Lingohr Asset Management GmbH | 23 | 2 | 0.60% | 1.24% | 2.36% | Q2 2013 | Q3 2023 | 28 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 28 | 28 | 0.36% | 0.55% | 0.85% | Q4 2016 | Q3 2023 | 28 |
ClearBridge Investments | 15 | 3 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 28 |
Point View Wealth Management, Inc. | 22 | 6 | 0.35% | 0.46% | 0.62% | Q4 2013 | Q4 2020 | 28 |
Sompo Asset Management Co., Ltd. | 28 | 28 | 0.06% | 0.51% | 0.97% | Q4 2016 | Q3 2023 | 28 |
MUHLENKAMP & CO INC | 11 | 3 | 2.88% | 4.65% | 6.99% | Q2 2016 | Q4 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.14% | 0.26% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Perigon Wealth Management, LLC | 18 | 1 | 0.00% | 0.08% | 0.20% | Q3 2011 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.70% | 1.11% | 1.77% | Q4 2016 | Q3 2023 | 28 |
Sterling Capital Management LLC | 27 | 27 | 0.01% | 0.22% | 0.65% | Q1 2013 | Q3 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 27 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
EXANE DERIVATIVES | 27 | 27 | 0.00% | 0.20% | 2.20% | Q3 2015 | Q1 2022 | 27 |
RIVER GLOBAL INVESTORS LLP | 27 | 27 | 0.14% | 2.49% | 6.69% | Q1 2017 | Q3 2023 | 27 |
Freedom Investment Management, Inc. | 15 | 1 | 0.02% | 0.08% | 0.16% | Q1 2016 | Q3 2023 | 27 |
Endurant Capital Management LP | 17 | 1 | 0.13% | 1.78% | 4.41% | Q4 2014 | Q1 2023 | 27 |
Hartford Financial Management Inc. | 20 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2020 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q4 2019 | 27 |
GAMCO INVESTORS, INC. ET AL | 25 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 27 |
DOWLING & YAHNKE LLC | 15 | 12 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2022 | 27 |
Ancora Advisors LLC | 26 | 1 | 0.00% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 27 |
AMICA MUTUAL INSURANCE CO | 27 | 27 | 0.10% | 0.37% | 0.84% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 27 |
LORD, ABBETT & CO. LLC | 18 | 9 | 0.04% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 27 |
CAMBRIDGE TRUST CO | 19 | 8 | 0.00% | 0.26% | 1.59% | Q2 2013 | Q3 2023 | 27 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.01% | 0.14% | 0.39% | Q4 2012 | Q1 2021 | 27 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 27 | 27 | 0.10% | 3.46% | 7.31% | Q1 2017 | Q3 2023 | 27 |
TODD ASSET MANAGEMENT LLC | 14 | 1 | 0.39% | 0.92% | 1.66% | Q2 2013 | Q3 2023 | 27 |
Thomasville National Bank | 18 | 1 | 0.02% | 0.05% | 0.31% | Q3 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2019 | 26 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 26 | 26 | 0.05% | 0.14% | 0.34% | Q2 2013 | Q3 2019 | 26 |
Balentine LLC | 12 | 5 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 26 |
Cambria Investment Management, L.P. | 26 | 26 | 0.10% | 0.46% | 1.23% | Q2 2017 | Q3 2023 | 26 |
Achmea Investment Management B.V. | 19 | 7 | 0.12% | 0.31% | 0.64% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2019 | 26 |
Leisure Capital Management | 15 | 3 | 0.17% | 0.27% | 0.42% | Q4 2014 | Q3 2023 | 26 |
Horiko Capital Management LLC | 20 | 20 | 0.28% | 3.47% | 8.26% | Q4 2018 | Q3 2023 | 26 |
Calamos Advisors LLC | 26 | 26 | 0.02% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Bank OZK | 21 | 2 | 0.10% | 0.38% | 0.92% | Q3 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.11% | 0.21% | Q3 2016 | Q3 2023 | 26 |
Stanley Capital Management, LLC | 25 | 1 | 0.06% | 3.61% | 4.90% | Q1 2017 | Q3 2023 | 26 |
Lenox Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.03% | 0.59% | 1.67% | Q2 2013 | Q3 2019 | 26 |
Cetera Advisors LLC | 12 | 4 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 26 |
Buckingham Capital Management, Inc. | 14 | 1 | 0.03% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 26 |
ALLSTATE CORP | 20 | 6 | 0.01% | 0.09% | 0.41% | Q2 2014 | Q3 2023 | 26 |
WINTON GROUP Ltd | 8 | 4 | 0.01% | 0.23% | 0.64% | Q2 2014 | Q1 2023 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.00% | 0.13% | 0.23% | Q2 2013 | Q3 2019 | 26 |
PRIVATE TRUST CO NA | 17 | 9 | 0.04% | 0.11% | 0.22% | Q1 2013 | Q3 2023 | 26 |
Kistler-Tiffany Companies, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.02% | 0.11% | 0.40% | Q2 2013 | Q3 2019 | 26 |
STEVENS CAPITAL MANAGEMENT LP | 10 | 1 | 0.07% | 0.42% | 1.44% | Q3 2013 | Q3 2023 | 26 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 19 | 7 | 0.05% | 0.13% | 0.32% | Q4 2014 | Q3 2023 | 26 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 13 | 4 | 0.06% | 0.13% | 0.30% | Q1 2014 | Q4 2023 | 26 |
AlphaMark Advisors, LLC | 14 | 12 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Cascade Investment Advisors, Inc. | 23 | 1 | 0.00% | 0.60% | 1.02% | Q2 2016 | Q3 2023 | 26 |
CADENCE BANK NA | 26 | 26 | 0.12% | 0.23% | 0.64% | Q1 2016 | Q2 2022 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.21% | 0.30% | 0.48% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.07% | 0.14% | Q3 2013 | Q1 2020 | 26 |
FIRST FINANCIAL CORP /IN/ | 26 | 26 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2019 | 26 |
Wellington Shields Capital Management, LLC | 19 | 7 | 0.05% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 26 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.19% | 0.32% | 0.51% | Q2 2017 | Q2 2023 | 25 |
BLB&B Advisors, LLC | 23 | 2 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 25 |
Douglass Winthrop Advisors, LLC | 14 | 11 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 25 |
Legg Mason Asset Management (Japan) Co., Ltd. | 15 | 5 | 0.45% | 0.81% | 1.10% | Q2 2013 | Q4 2021 | 25 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q4 2022 | 25 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 25 |
Ally Financial Inc. | 25 | 25 | 0.28% | 0.60% | 0.79% | Q3 2015 | Q3 2021 | 25 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 25 | 25 | 0.92% | 1.49% | 2.00% | Q3 2017 | Q3 2023 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 8 | 0.00% | 0.06% | 0.58% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.04% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 25 |
MIDDLETON & CO INC/MA | 25 | 25 | 0.05% | 1.12% | 2.15% | Q3 2013 | Q3 2019 | 25 |
Sigma Planning Corp | 16 | 2 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 25 |
First City Capital Management, Inc. | 14 | 1 | 0.14% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 25 |
American National Registered Investment Advisor, Inc. | 13 | 12 | 0.10% | 0.13% | 0.18% | Q3 2015 | Q1 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
AMERICAN NATIONAL BANK | 20 | 5 | 0.00% | 0.34% | 1.34% | Q3 2014 | Q3 2023 | 25 |
Malaga Cove Capital, LLC | 16 | 9 | 0.26% | 2.33% | 6.45% | Q4 2013 | Q2 2021 | 25 |
Assenagon Asset Management S.A. | 10 | 6 | 0.00% | 0.09% | 0.39% | Q1 2017 | Q3 2023 | 25 |
Family Firm, Inc. | 13 | 12 | 0.06% | 0.14% | 0.25% | Q4 2014 | Q3 2023 | 25 |
South Dakota Investment Council | 25 | 25 | 0.00% | 0.08% | 0.30% | Q1 2016 | Q1 2022 | 25 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q2 2019 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.04% | 0.10% | 0.48% | Q3 2016 | Q3 2022 | 25 |
KANAWHA CAPITAL MANAGEMENT LLC | 22 | 3 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 25 |
Amica Retiree Medical Trust | 25 | 25 | 0.09% | 0.32% | 0.60% | Q4 2013 | Q4 2019 | 25 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 25 | 25 | 0.33% | 0.83% | 1.39% | Q2 2013 | Q2 2019 | 25 |
Ballentine Partners, LLC | 22 | 3 | 0.01% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 25 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 5 | 0.01% | 0.20% | 0.62% | Q3 2015 | Q3 2023 | 25 |
PFM Health Sciences, LP | 12 | 1 | 0.34% | 1.68% | 3.82% | Q3 2013 | Q3 2023 | 25 |
CHICAGO EQUITY PARTNERS LLC | 18 | 6 | 0.03% | 0.25% | 0.58% | Q3 2013 | Q1 2020 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 0.18% | 0.33% | 0.60% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q1 2019 | 24 |
Rossmore Private Capital | 24 | 24 | 0.11% | 0.29% | 0.55% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
VAN DEN BERG MANAGEMENT I, INC | 17 | 7 | 1.32% | 1.81% | 3.21% | Q1 2016 | Q1 2022 | 24 |
BOYS ARNOLD & CO INC | 16 | 8 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q1 2020 | 24 |
CAPITAL CITY TRUST CO/FL | 24 | 24 | 0.32% | 1.08% | 1.75% | Q2 2013 | Q1 2019 | 24 |
West Oak Capital, LLC | 16 | 8 | 0.01% | 0.12% | 0.34% | Q1 2015 | Q3 2023 | 24 |
Brown Advisory Securities, LLC | 24 | 24 | 0.05% | 0.14% | 0.22% | Q2 2013 | Q1 2019 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.46% | 0.69% | 1.12% | Q4 2017 | Q3 2023 | 24 |
AT Bancorp | 24 | 24 | 0.10% | 0.85% | 2.64% | Q2 2013 | Q1 2019 | 24 |
DUBUQUE BANK & TRUST CO | 17 | 7 | 0.00% | 0.25% | 1.01% | Q1 2015 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.19% | Q4 2017 | Q3 2023 | 24 |
JT Stratford LLC | 19 | 5 | 0.08% | 0.29% | 1.01% | Q3 2017 | Q3 2023 | 24 |
Man Group plc | 23 | 23 | 0.00% | 0.13% | 0.44% | Q1 2018 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Highstreet Asset Management Inc. | 21 | 1 | 0.01% | 0.27% | 0.60% | Q2 2013 | Q4 2019 | 24 |
Alberta Investment Management Corp | 19 | 1 | 0.00% | 0.08% | 0.31% | Q3 2014 | Q3 2023 | 24 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2011 | Q3 2023 | 24 |
Gilman Hill Asset Management, LLC | 14 | 4 | 0.04% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 24 |
Capital Analysts, LLC | 16 | 1 | 0.00% | 0.19% | 0.39% | Q4 2012 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.05% | 0.19% | 0.37% | Q2 2013 | Q1 2019 | 24 |
Epoch Investment Partners, Inc. | 18 | 6 | 0.00% | 0.36% | 1.17% | Q2 2013 | Q2 2023 | 24 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 4 | 0.00% | 0.10% | 0.24% | Q4 2013 | Q1 2020 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.04% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.21% | 0.44% | 0.83% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.41% | 0.76% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.09% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 24 |
GAM Holding AG | 17 | 3 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Grantham, Mayo, Van Otterloo & Co. LLC | 18 | 6 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2022 | 24 |
MERITAGE PORTFOLIO MANAGEMENT | 16 | 1 | 0.02% | 0.55% | 1.35% | Q2 2013 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 24 | 24 | 0.02% | 0.08% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 1.36% | 1.83% | 2.51% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 23 |
Dynamic Technology Lab Private Ltd | 8 | 1 | 0.02% | 0.16% | 1.04% | Q3 2012 | Q3 2022 | 23 |
BANQUE PICTET & CIE SA | 17 | 6 | 0.00% | 0.09% | 0.17% | Q1 2016 | Q1 2023 | 23 |
RENAISSANCE GROUP LLC | 17 | 6 | 0.05% | 1.23% | 1.50% | Q2 2013 | Q3 2023 | 23 |
Richard Bernstein Advisors LLC | 11 | 4 | 0.05% | 0.39% | 0.92% | Q2 2013 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.02% | 0.52% | 0.95% | Q2 2013 | Q4 2018 | 23 |
OneDigital Investment Advisors LLC | 14 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.13% | 0.38% | 0.66% | Q2 2013 | Q4 2018 | 23 |
Arbiter Partners Capital Management LLC | 15 | 15 | 0.06% | 1.05% | 2.00% | Q4 2015 | Q2 2019 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.07% | 0.20% | Q2 2017 | Q4 2022 | 23 |
CYPRESS CAPITAL MANAGEMENT LLC | 23 | 23 | 0.04% | 0.07% | 0.15% | Q1 2017 | Q3 2022 | 23 |
LOWE BROCKENBROUGH & CO INC | 23 | 23 | 0.56% | 1.02% | 1.40% | Q2 2013 | Q4 2018 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 3 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 23 |
Rhenman & Partners Asset Management AB | 12 | 11 | 0.66% | 1.70% | 3.33% | Q4 2013 | Q3 2023 | 23 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.11% | 0.29% | Q3 2013 | Q1 2023 | 23 |
Coe Capital Management, LLC | 23 | 23 | 0.42% | 0.97% | 1.90% | Q2 2013 | Q4 2018 | 23 |
Penobscot Investment Management Company, Inc. | 18 | 5 | 0.04% | 0.44% | 0.98% | Q2 2013 | Q3 2023 | 23 |
GW HENSSLER & ASSOCIATES LTD | 12 | 2 | 0.03% | 0.50% | 1.37% | Q2 2013 | Q1 2022 | 23 |
BOSTON ADVISORS LLC | 22 | 1 | 0.01% | 0.21% | 0.60% | Q2 2013 | Q2 2019 | 23 |
Kovitz Investment Group Partners, LLC | 23 | 23 | 0.02% | 1.01% | 3.12% | Q2 2016 | Q4 2021 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.18% | 0.37% | 0.60% | Q4 2017 | Q3 2023 | 23 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
TIEMANN INVESTMENT ADVISORS, LLC | 12 | 4 | 0.10% | 0.23% | 0.41% | Q4 2013 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Sculptor Capital LP | 11 | 11 | 0.01% | 0.44% | 1.89% | Q2 2013 | Q4 2015 | 23 |
LMR Partners LLP | 9 | 1 | 0.00% | 0.08% | 0.45% | Q2 2014 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.05% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Cerity Partners LLC | 9 | 1 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 22 |
River Road Asset Management, LLC | 22 | 22 | 0.02% | 0.45% | 1.02% | Q4 2016 | Q1 2022 | 22 |
Claret Asset Management Corp | 13 | 9 | 0.17% | 0.69% | 1.50% | Q4 2017 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.07% | 0.24% | Q1 2013 | Q4 2022 | 22 |
Clarkston Capital Partners, LLC | 14 | 8 | 0.03% | 0.21% | 0.62% | Q4 2016 | Q3 2023 | 22 |
Lee Financial Co | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.28% | 1.53% | Q2 2013 | Q1 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 20 | 2 | 0.00% | 0.26% | 0.41% | Q1 2018 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 13 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 22 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.04% | 0.65% | 1.74% | Q3 2013 | Q3 2023 | 22 |
Mount Yale Investment Advisors, LLC | 19 | 3 | 0.03% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 22 |
GLOBEFLEX CAPITAL L P | 18 | 1 | 0.00% | 0.07% | 0.13% | Q4 2013 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q3 2018 | 22 |
Archford Capital Strategies, LLC | 10 | 1 | 0.00% | 0.09% | 0.18% | Q1 2014 | Q3 2023 | 22 |
MARSHALL WACE, LLP | 8 | 1 | 0.01% | 0.23% | 0.77% | Q3 2014 | Q3 2023 | 22 |
EQUITY INVESTMENT CORP | 22 | 22 | 0.01% | 2.16% | 3.25% | Q4 2016 | Q1 2022 | 22 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.20% | 0.60% | Q2 2013 | Q4 2022 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.34% | 0.50% | 1.05% | Q4 2017 | Q3 2023 | 22 |
OAKBROOK INVESTMENTS LLC | 18 | 2 | 0.05% | 0.27% | 0.42% | Q2 2013 | Q4 2019 | 22 |
Fiera Capital Corp | 12 | 1 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2022 | 22 |
Trexquant Investment LP | 7 | 1 | 0.05% | 0.25% | 0.61% | Q4 2014 | Q2 2023 | 22 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.11% | 0.20% | 0.36% | Q2 2013 | Q2 2018 | 21 |
Cornerstone Advisors, Inc. | 19 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
People's United Financial, Inc. | 17 | 4 | 0.00% | 0.07% | 0.34% | Q1 2015 | Q1 2022 | 21 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 1 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q4 2017 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.04% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.07% | 0.56% | 1.66% | Q2 2013 | Q2 2018 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.04% | 0.36% | 0.79% | Q2 2013 | Q2 2018 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 21 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.06% | 0.73% | Q2 2013 | Q4 2020 | 21 |
Granite Investment Advisors, LLC | 21 | 21 | 0.77% | 0.99% | 1.51% | Q3 2016 | Q3 2021 | 21 |
STEWART & PATTEN CO LLC | 21 | 21 | 0.05% | 0.12% | 0.17% | Q2 2013 | Q2 2018 | 21 |
Mariner, LLC | 8 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 21 |
KAYS FINANCIAL ADVISORY CORP /ADV | 11 | 10 | 0.15% | 0.45% | 0.73% | Q1 2014 | Q3 2020 | 21 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.34% | 0.61% | Q2 2013 | Q3 2023 | 21 |
Financial Architects, Inc | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2019 | 21 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 21 |
FIRST CITIZENS BANK & TRUST CO | 13 | 8 | 0.01% | 0.32% | 1.06% | Q2 2013 | Q3 2023 | 21 |
Psagot Value Holdings Ltd. | 21 | 21 | 0.10% | 0.17% | 0.42% | Q2 2013 | Q2 2018 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Valeo Financial Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 21 |
Glenview Trust Co | 11 | 1 | 0.02% | 0.13% | 0.68% | Q4 2013 | Q3 2023 | 21 |
FACTORY MUTUAL INSURANCE CO | 21 | 21 | 0.40% | 0.58% | 0.78% | Q2 2013 | Q2 2018 | 21 |
CONTINENTAL ADVISORS LLC | 13 | 1 | 0.14% | 0.62% | 1.12% | Q4 2013 | Q3 2021 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Qube Research & Technologies Ltd | 13 | 1 | 0.00% | 0.16% | 1.04% | Q1 2018 | Q3 2023 | 21 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 16 | 1 | 0.00% | 2.49% | 3.66% | Q4 2014 | Q3 2023 | 21 |
INTEGRAL DERIVATIVES, LLC | 8 | 1 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q1 2018 | 21 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
SUMITOMO LIFE INSURANCE CO | 20 | 20 | 0.06% | 0.24% | 0.41% | Q3 2013 | Q2 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Mn Services Vermogensbeheer B.V. | 14 | 6 | 0.04% | 0.18% | 0.30% | Q1 2016 | Q3 2023 | 20 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 18 | 18 | 0.72% | 3.17% | 5.03% | Q2 2013 | Q3 2017 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.13% | 0.21% | 0.29% | Q2 2013 | Q1 2018 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.05% | 0.18% | 0.28% | Q1 2013 | Q4 2017 | 20 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 20 | 20 | 1.67% | 3.13% | 5.09% | Q4 2018 | Q3 2023 | 20 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 20 | 20 | 0.26% | 0.97% | 2.09% | Q4 2018 | Q3 2023 | 20 |
HBK INVESTMENTS L P | 6 | 4 | 0.01% | 0.14% | 0.41% | Q2 2013 | Q1 2019 | 20 |
ETRADE Capital Management LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2020 | 20 |
Cipher Capital LP | 6 | 1 | 0.04% | 0.50% | 1.10% | Q2 2013 | Q1 2023 | 20 |
Motley Fool Asset Management LLC | 13 | 2 | 0.00% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 20 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 20 | 20 | 0.01% | 0.23% | 1.45% | Q2 2013 | Q1 2018 | 20 |
Ninety One UK Ltd | 20 | 20 | 0.11% | 0.28% | 0.47% | Q4 2018 | Q3 2023 | 20 |
NumerixS Investment Technologies Inc | 8 | 5 | 0.07% | 0.37% | 0.71% | Q4 2014 | Q1 2020 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.13% | 0.19% | Q4 2017 | Q3 2022 | 20 |
WEDBUSH SECURITIES INC | 13 | 7 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 20 |
Krensavage Asset Management, LLC | 20 | 20 | 3.45% | 10.98% | 16.28% | Q4 2017 | Q3 2022 | 20 |
GROUP ONE TRADING, L.P. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.10% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Capital Research Global Investors | 20 | 20 | 0.01% | 0.16% | 0.63% | Q2 2013 | Q1 2018 | 20 |
RAND WEALTH, LLC | 20 | 20 | 0.04% | 0.42% | 0.74% | Q2 2013 | Q1 2018 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.08% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
United Asset Strategies, Inc. | 20 | 20 | 0.52% | 1.01% | 1.51% | Q4 2018 | Q3 2023 | 20 |
GREENLEAF TRUST | 18 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 16 | 1 | 0.00% | 0.30% | 1.00% | Q3 2017 | Q3 2023 | 20 |
W.G. Shaheen & Associates DBA Whitney & Co | 19 | 1 | 0.00% | 0.35% | 1.65% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.90% | 1.98% | 3.27% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE ADVISORS INC | 14 | 1 | 0.00% | 0.21% | 0.34% | Q2 2013 | Q4 2021 | 20 |
Dana Investment Advisors, Inc. | 11 | 3 | 0.03% | 0.85% | 1.59% | Q2 2013 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.73% | 1.21% | 1.98% | Q2 2013 | Q1 2018 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Act Two Investors LLC | 20 | 20 | 0.30% | 0.98% | 2.99% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Camarda Financial Advisors, LLC | 15 | 5 | 0.01% | 0.50% | 0.94% | Q2 2013 | Q4 2021 | 20 |
BANK HAPOALIM BM | 20 | 20 | 0.01% | 0.27% | 1.18% | Q4 2013 | Q3 2018 | 20 |
Trust Co | 19 | 19 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q3 2019 | 19 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.49% | 3.10% | Q2 2014 | Q1 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 12 | 7 | 0.06% | 0.11% | 0.15% | Q4 2013 | Q2 2022 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 19 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 19 | 19 | 0.01% | 0.61% | 1.02% | Q2 2013 | Q4 2017 | 19 |
NN Investment Partners Holdings N.V. | 9 | 4 | 0.00% | 0.02% | 0.17% | Q1 2016 | Q1 2022 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.00% | 0.20% | 0.42% | Q3 2012 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.09% | 0.32% | Q1 2018 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
QV Investors Inc. | 18 | 1 | 0.14% | 0.85% | 1.65% | Q4 2013 | Q3 2023 | 19 |
Lipe & Dalton | 19 | 19 | 0.48% | 1.52% | 2.75% | Q3 2017 | Q1 2022 | 19 |
Matthew Goff Investment Advisor, LLC | 19 | 19 | 0.26% | 0.42% | 0.87% | Q1 2017 | Q3 2021 | 19 |
L & S Advisors Inc | 11 | 1 | 0.26% | 1.39% | 2.07% | Q2 2013 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Verdence Capital Advisors LLC | 16 | 3 | 0.06% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 19 |
BOK Financial Private Wealth, Inc. | 12 | 7 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 19 |
PINNACLE ASSOCIATES LTD | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
DUNCKER STREETT & CO INC | 19 | 19 | 0.08% | 0.23% | 0.44% | Q2 2013 | Q4 2017 | 19 |
Busey Bank | 19 | 19 | 0.01% | 0.29% | 0.63% | Q3 2016 | Q1 2021 | 19 |
Quantitative Investment Management, LLC | 11 | 1 | 0.06% | 0.25% | 0.90% | Q2 2013 | Q3 2021 | 19 |
First Financial Bank - Trust Division | 19 | 19 | 0.04% | 0.14% | 0.48% | Q1 2013 | Q3 2017 | 19 |
A.R.T. Advisors, LLC | 11 | 1 | 0.07% | 0.29% | 0.81% | Q2 2013 | Q4 2019 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.02% | 0.18% | 0.35% | Q2 2013 | Q4 2017 | 19 |
TOBAM | 7 | 1 | 0.00% | 0.50% | 2.08% | Q4 2016 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 3 | 0.01% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 19 |
Liberty Capital Management, Inc. | 19 | 19 | 0.80% | 1.16% | 1.48% | Q2 2013 | Q4 2017 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.02% | 0.12% | 0.45% | Q1 2019 | Q3 2023 | 19 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.33% | 2.60% | Q4 2017 | Q3 2021 | 19 |
SeaCrest Wealth Management, LLC | 13 | 6 | 0.01% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 19 |
Osborn Williams & Donohoe LLC | 19 | 19 | 0.02% | 0.21% | 0.70% | Q3 2015 | Q1 2020 | 19 |
North Star Investment Management Corp. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 19 |
RMB Capital Management, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.03% | 0.23% | Q3 2018 | Q3 2023 | 19 |
Artemis Investment Management LLP | 9 | 2 | 0.03% | 0.49% | 1.81% | Q4 2014 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
NewEdge Advisors, LLC | 10 | 1 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 19 |
Pensionfund DSM Netherlands | 10 | 2 | 0.00% | 0.37% | 0.63% | Q2 2013 | Q4 2021 | 19 |
Pensionfund Sabic | 9 | 2 | 0.00% | 0.50% | 0.64% | Q1 2015 | Q4 2023 | 19 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2020 | 19 |
Hosking Partners LLP | 19 | 19 | 0.14% | 0.18% | 0.33% | Q1 2018 | Q3 2022 | 19 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 19 |
FIRST FOUNDATION ADVISORS | 8 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 19 |
Harvest Fund Management Co., Ltd | 13 | 2 | 0.00% | 0.12% | 0.57% | Q2 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2014 | 18 |
ALPS ADVISORS INC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2020 | 18 |
Patriot Financial Group Insurance Agency, LLC | 14 | 4 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q2 2017 | 18 |
DENVER INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2017 | 18 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 14 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
WADE G W & INC | 12 | 6 | 0.01% | 0.08% | 0.42% | Q1 2015 | Q3 2023 | 18 |
BALASA DINVERNO & FOLTZ LLC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2022 | 18 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 12 | 6 | 0.05% | 0.16% | 0.43% | Q4 2015 | Q3 2023 | 18 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 9 | 2 | 0.26% | 1.34% | 5.04% | Q1 2014 | Q2 2020 | 18 |
Columbus Macro, LLC | 14 | 4 | 0.07% | 0.10% | 0.16% | Q4 2017 | Q1 2023 | 18 |
Quotient Investors, LLC | 18 | 18 | 0.27% | 0.88% | 1.38% | Q2 2013 | Q3 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.06% | 0.17% | 0.29% | Q4 2018 | Q3 2023 | 18 |
CAPITAL ADVISORS INC/OK | 10 | 8 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 18 |
Jupiter Investment Management Ltd | 8 | 1 | 0.01% | 0.51% | 1.84% | Q2 2013 | Q2 2020 | 18 |
FORVIS Wealth Advisors, LLC | 16 | 2 | 0.01% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 18 |
River Wealth Advisors LLC | 12 | 1 | 0.02% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 18 |
BAILARD, INC. | 12 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 18 |
KDI CAPITAL PARTNERS LLC | 18 | 18 | 0.07% | 6.48% | 10.08% | Q2 2013 | Q3 2017 | 18 |
Chesley Taft & Associates LLC | 11 | 7 | 0.02% | 0.62% | 1.22% | Q2 2013 | Q3 2023 | 18 |
NuWave Investment Management, LLC | 9 | 1 | 0.00% | 0.21% | 0.88% | Q2 2013 | Q3 2022 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.82% | 1.37% | 1.70% | Q2 2013 | Q3 2017 | 18 |
GIRARD PARTNERS LTD. | 18 | 18 | 0.04% | 0.23% | 0.46% | Q2 2014 | Q3 2018 | 18 |
PETTYJOHN, WOOD & WHITE, INC | 18 | 18 | 0.35% | 0.98% | 1.35% | Q2 2013 | Q3 2017 | 18 |
Rikoon Group, LLC | 9 | 9 | 0.09% | 0.19% | 0.59% | Q3 2016 | Q1 2021 | 18 |
ROCKLAND TRUST CO | 18 | 18 | 0.00% | 1.24% | 1.88% | Q3 2014 | Q4 2018 | 18 |
ATWOOD & PALMER INC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2021 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2021 | 18 |
CORNERCAP INVESTMENT COUNSEL INC | 9 | 1 | 0.08% | 0.69% | 1.46% | Q3 2015 | Q4 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Checchi Capital Advisers, LLC | 9 | 9 | 0.02% | 0.06% | 0.11% | Q3 2014 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.14% | 0.28% | 0.44% | Q2 2013 | Q3 2017 | 18 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 3 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 18 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 12 | 2 | 0.00% | 0.51% | 1.10% | Q4 2013 | Q1 2019 | 18 |
FineMark National Bank & Trust | 16 | 2 | 0.01% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 18 |
IFG Advisory, LLC | 18 | 18 | 0.11% | 0.18% | 0.25% | Q4 2017 | Q1 2022 | 18 |
One Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.14% | 0.23% | Q4 2017 | Q3 2023 | 18 |
JNBA Financial Advisors | 17 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 18 |
TDAM USA INC. | 18 | 18 | 0.01% | 0.29% | 0.65% | Q2 2014 | Q3 2018 | 18 |
SouthState Corp | 9 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 18 |
Rafferty Asset Management, LLC | 14 | 2 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 18 |
Bell Bank | 17 | 1 | 0.02% | 0.43% | 0.86% | Q2 2013 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
DELPHI MANAGEMENT INC /MA/ | 17 | 17 | 0.62% | 1.08% | 1.27% | Q1 2013 | Q1 2017 | 17 |
Penserra Capital Management LLC | 17 | 17 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 17 |
FORTEM FINANCIAL GROUP, LLC | 17 | 17 | 0.14% | 0.56% | 1.24% | Q4 2018 | Q4 2022 | 17 |
Old North State Trust, LLC | 6 | 5 | 0.02% | 0.09% | 0.30% | Q3 2018 | Q3 2023 | 17 |
SANDERS MORRIS HARRIS LLC | 10 | 1 | 0.08% | 0.20% | 0.48% | Q1 2016 | Q3 2023 | 17 |
Sound Income Strategies, LLC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.11% | 0.19% | Q2 2013 | Q2 2017 | 17 |
WRIGHT INVESTORS SERVICE INC | 12 | 5 | 0.14% | 0.55% | 1.23% | Q2 2013 | Q3 2023 | 17 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 17 | 17 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2017 | 17 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.04% | 0.15% | 0.50% | Q2 2013 | Q1 2020 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 17 |
Bank Pictet & Cie (Europe) AG | 17 | 17 | 0.03% | 0.09% | 0.17% | Q1 2016 | Q1 2020 | 17 |
Greylin Investment Management, Inc | 17 | 17 | 0.06% | 0.52% | 1.46% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 15 | 1 | 0.00% | 0.26% | 0.86% | Q2 2013 | Q2 2018 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Violich Capital Management, Inc. | 17 | 17 | 0.08% | 0.86% | 1.90% | Q1 2016 | Q1 2020 | 17 |
Private Capital Advisors, Inc. | 17 | 17 | 1.46% | 2.13% | 2.88% | Q2 2013 | Q2 2017 | 17 |
Campbell & CO Investment Adviser LLC | 9 | 1 | 0.08% | 0.30% | 0.84% | Q1 2014 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.20% | 0.37% | 0.67% | Q3 2019 | Q3 2023 | 17 |
Cable Hill Partners, LLC | 11 | 6 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q1 2019 | 17 |
MENTA CAPITAL LLC | 11 | 2 | 0.11% | 0.27% | 0.67% | Q2 2013 | Q2 2019 | 17 |
Dorsey & Whitney Trust CO LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.01% | 0.09% | 0.17% | Q4 2015 | Q3 2023 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.16% | 0.58% | 0.84% | Q2 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.06% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Railway Pension Investments Ltd | 17 | 17 | 0.20% | 0.45% | 0.76% | Q3 2019 | Q3 2023 | 17 |
SALEM INVESTMENT COUNSELORS INC | 9 | 1 | 0.00% | 0.09% | 0.36% | Q4 2016 | Q3 2023 | 17 |
AGF Investments LLC | 16 | 1 | 0.00% | 0.04% | 0.34% | Q4 2016 | Q1 2022 | 17 |
Sio Capital Management, LLC | 11 | 1 | 0.95% | 2.97% | 6.00% | Q4 2015 | Q1 2022 | 17 |
Donald L. Hagan, LLC | 9 | 1 | 0.03% | 0.77% | 1.60% | Q3 2015 | Q1 2021 | 17 |
Origin Asset Management LLP | 11 | 6 | 0.28% | 1.17% | 2.28% | Q2 2013 | Q2 2021 | 17 |
BRINKER CAPITAL INC | 12 | 5 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q2 2020 | 17 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 17 | 17 | 1.08% | 1.42% | 1.70% | Q3 2014 | Q3 2018 | 17 |
ARGI Investment Services, LLC | 16 | 1 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q4 2022 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.13% | 0.24% | Q1 2018 | Q1 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.04% | 0.19% | Q2 2016 | Q3 2020 | 17 |
Bray Capital Advisors | 13 | 4 | 0.05% | 0.23% | 0.38% | Q3 2018 | Q3 2023 | 17 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 1 | 0.00% | 0.04% | 0.37% | Q4 2013 | Q3 2023 | 17 |
PRIVATE ASSET MANAGEMENT INC | 10 | 7 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 17 |
Kiwi Wealth Investments Limited Partnership | 13 | 2 | 0.01% | 0.20% | 0.39% | Q3 2016 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q2 2017 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.41% | 2.63% | Q4 2013 | Q3 2023 | 17 |
Palo Capital, Inc. | 17 | 17 | 0.16% | 0.82% | 1.86% | Q4 2014 | Q4 2018 | 17 |
Redmond Asset Management, LLC | 17 | 17 | 0.06% | 0.27% | 0.50% | Q4 2018 | Q4 2022 | 17 |
Pure Financial Advisors, LLC | 10 | 7 | 0.01% | 0.05% | 0.16% | Q1 2016 | Q4 2023 | 17 |
Personal Capital Advisors Corp | 14 | 1 | 0.00% | 0.57% | 0.96% | Q4 2013 | Q4 2022 | 17 |
Qtron Investments LLC | 17 | 17 | 0.10% | 0.25% | 0.41% | Q3 2019 | Q3 2023 | 17 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 16 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.23% | 0.57% | Q4 2018 | Q4 2022 | 17 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.18% | 0.80% | Q4 2013 | Q3 2023 | 16 |
EQUITABLE TRUST CO | 8 | 3 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.40% | 0.52% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Numeric Investors LLC | 11 | 5 | 0.00% | 0.59% | 1.84% | Q2 2013 | Q4 2017 | 16 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.20% | 0.41% | Q4 2016 | Q3 2023 | 16 |
Doyle Wealth Management | 8 | 1 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2022 | 16 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.16% | 0.28% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 14 | 14 | 0.01% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 16 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.07% | 1.38% | 3.31% | Q4 2016 | Q3 2023 | 16 |
I.G. INVESTMENT MANAGEMENT, LTD. | 16 | 16 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2017 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.03% | 0.12% | 0.18% | Q2 2013 | Q1 2017 | 16 |
SHUFRO ROSE & CO LLC | 12 | 3 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q1 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
SMITH ASSET MANAGEMENT GROUP LP | 14 | 2 | 0.41% | 1.51% | 2.14% | Q2 2013 | Q2 2021 | 16 |
MIDAS MANAGEMENT CORP | 14 | 2 | 0.03% | 0.29% | 0.68% | Q2 2013 | Q1 2019 | 16 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.08% | 0.42% | Q1 2016 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Old Port Advisors | 13 | 1 | 0.11% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 16 |
Markel Corporation | 16 | 16 | 0.03% | 0.08% | 0.16% | Q2 2016 | Q1 2020 | 16 |
S.A. Mason LLC | 16 | 16 | 0.12% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.06% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 16 |
ORRSTOWN FINANCIAL SERVICES INC | 14 | 2 | 0.01% | 0.08% | 0.14% | Q3 2015 | Q3 2019 | 16 |
Kingsview Wealth Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 16 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q1 2017 | 16 |
Redwood Investment Management, LLC | 16 | 16 | 0.05% | 0.20% | 0.53% | Q4 2019 | Q3 2023 | 16 |
KLCM Advisors, Inc. | 14 | 2 | 0.04% | 2.13% | 3.65% | Q1 2016 | Q3 2023 | 16 |
Western Wealth Management, LLC | 8 | 8 | 0.03% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 16 |
Polar Capital LLP | 16 | 16 | 0.01% | 0.45% | 0.90% | Q2 2013 | Q1 2017 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Assured Investment Management LLC | 11 | 5 | 0.00% | 0.07% | 0.41% | Q1 2015 | Q1 2019 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
HealthCor Management, L.P. | 8 | 1 | 0.68% | 2.40% | 5.88% | Q3 2013 | Q3 2022 | 16 |
BRYN MAWR TRUST Co | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 16 |
CENTRAL BANK & TRUST CO | 10 | 2 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 16 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.10% | 0.41% | Q4 2015 | Q3 2023 | 16 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 7 | 0.70% | 1.47% | 2.14% | Q4 2013 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.15% | 0.32% | 0.46% | Q2 2013 | Q1 2017 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 0.56% | 1.10% | 1.75% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 15 | 1 | 0.04% | 0.11% | 0.21% | Q4 2019 | Q4 2023 | 16 |
Caption Management, LLC | 4 | 1 | 0.00% | 0.40% | 2.00% | Q1 2018 | Q1 2023 | 16 |
Institute for Wealth Management, LLC. | 11 | 1 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 16 |
Fortis Advisors, LLC | 14 | 2 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.12% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
ROCKEFELLER FINANCIAL SERVICES INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 16 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 1 | 0.01% | 0.27% | 0.65% | Q2 2013 | Q4 2019 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2017 | 16 |
SRB CORP | 10 | 2 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 16 |
ICON ADVISERS INC/CO | 14 | 2 | 0.17% | 0.89% | 2.13% | Q2 2013 | Q2 2020 | 16 |
Ridgewood Investments LLC | 14 | 2 | 0.00% | 0.30% | 0.50% | Q3 2018 | Q2 2023 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.00% | 0.42% | 0.95% | Q4 2015 | Q3 2019 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q1 2017 | 16 |
Citizens Business Bank | 16 | 16 | 0.60% | 0.89% | 1.22% | Q4 2012 | Q3 2016 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 7 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 16 |
Wolf Group Capital Advisors | 16 | 16 | 0.62% | 1.15% | 2.31% | Q4 2013 | Q3 2017 | 16 |
HL FINANCIAL SERVICES LLC | 11 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Holocene Advisors, LP | 9 | 3 | 0.00% | 0.11% | 0.40% | Q1 2018 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Allen Investment Management, LLC | 14 | 1 | 0.05% | 1.66% | 2.66% | Q4 2013 | Q3 2017 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 10 | 5 | 0.03% | 0.15% | 0.66% | Q1 2015 | Q4 2018 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 15 | 15 | 0.01% | 0.08% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Bowling Portfolio Management LLC | 14 | 1 | 0.05% | 0.34% | 0.73% | Q1 2016 | Q3 2022 | 15 |
GRIMES & COMPANY, INC. | 11 | 4 | 0.01% | 0.26% | 0.60% | Q3 2015 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 10 | 5 | 0.02% | 0.11% | 0.32% | Q4 2018 | Q3 2022 | 15 |
Standard Investments LLC | 13 | 13 | 0.28% | 1.49% | 3.04% | Q4 2013 | Q4 2016 | 15 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 14 | 1 | 0.01% | 0.42% | 0.79% | Q2 2013 | Q2 2017 | 15 |
CHEMICAL BANK | 15 | 15 | 0.03% | 0.22% | 0.35% | Q2 2013 | Q4 2016 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 15 |
WESTWOOD HOLDINGS GROUP INC | 8 | 7 | 0.00% | 0.31% | 0.84% | Q2 2015 | Q2 2023 | 15 |
INTRUST BANK NA | 15 | 15 | 0.08% | 0.16% | 0.37% | Q2 2013 | Q4 2016 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.09% | 0.23% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 2 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 15 |
SEARLE & CO. | 9 | 6 | 0.16% | 0.35% | 0.58% | Q4 2014 | Q3 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2016 | 15 |
GLG Partners LP | 11 | 1 | 0.05% | 0.90% | 2.39% | Q2 2013 | Q3 2016 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
SUMMITRY LLC | 15 | 15 | 0.04% | 0.09% | 0.15% | Q1 2016 | Q3 2019 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.18% | 0.39% | 0.71% | Q1 2020 | Q3 2023 | 15 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 15 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 15 | 15 | 1.32% | 2.02% | 2.37% | Q2 2013 | Q4 2016 | 15 |
KEMPNER CAPITAL MANAGEMENT INC. | 15 | 15 | 1.62% | 2.47% | 3.88% | Q3 2018 | Q1 2022 | 15 |
Financial Advisors Network, Inc. | 5 | 1 | 0.05% | 0.42% | 1.05% | Q2 2017 | Q3 2023 | 15 |
Cannell & Co. | 15 | 15 | 0.02% | 1.89% | 3.48% | Q2 2013 | Q4 2016 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.39% | 0.50% | 0.69% | Q4 2019 | Q3 2023 | 15 |
WRAPMANAGER INC | 12 | 1 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q1 2021 | 15 |
Good Life Advisors, LLC | 15 | 15 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BANCED CORP | 15 | 15 | 0.52% | 1.05% | 1.49% | Q2 2013 | Q4 2016 | 15 |
Mascoma Wealth Management LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 15 |
Versor Investments LP | 7 | 1 | 0.03% | 0.09% | 0.24% | Q3 2017 | Q3 2023 | 15 |
Cinctive Capital Management LP | 15 | 15 | 0.01% | 0.31% | 0.58% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 15 | 0.10% | 1.04% | 1.86% | Q2 2013 | Q4 2016 | 15 |
HOURGLASS CAPITAL, LLC | 15 | 15 | 0.13% | 0.49% | 1.01% | Q1 2020 | Q3 2023 | 15 |
Continuum Advisory, LLC | 8 | 7 | 0.06% | 0.25% | 0.40% | Q1 2017 | Q3 2023 | 15 |
ACG Wealth | 14 | 1 | 0.00% | 0.74% | 1.13% | Q2 2013 | Q2 2022 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.05% | 0.18% | Q4 2015 | Q3 2020 | 15 |
TOTH FINANCIAL ADVISORY CORP | 15 | 15 | 0.10% | 0.71% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Cetera Investment Advisers | 12 | 3 | 0.02% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 15 |
Quantitative Systematic Strategies LLC | 9 | 1 | 0.07% | 0.38% | 0.67% | Q4 2013 | Q2 2021 | 15 |
Baupost Group | 13 | 2 | 0.96% | 2.28% | 3.33% | Q4 2016 | Q3 2020 | 15 |
Orbimed Advisors | 13 | 1 | 0.08% | 0.78% | 1.47% | Q2 2013 | Q3 2018 | 15 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.24% | 1.87% | Q1 2018 | Q2 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.66% | 0.74% | 0.88% | Q3 2011 | Q3 2015 | 15 |
OMERS ADMINISTRATION Corp | 12 | 1 | 0.05% | 0.83% | 1.94% | Q3 2014 | Q1 2019 | 15 |
MONROE BANK & TRUST/MI | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 15 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.13% | 0.34% | Q1 2016 | Q3 2023 | 15 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 15 | 15 | 0.08% | 0.20% | 0.41% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.15% | 0.24% | 0.30% | Q2 2013 | Q4 2016 | 15 |
Parkwood LLC | 5 | 1 | 0.05% | 0.64% | 4.83% | Q4 2013 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.10% | 0.14% | 0.21% | Q3 2016 | Q1 2020 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.16% | 0.22% | 0.30% | Q2 2013 | Q4 2016 | 15 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.11% | 0.34% | 0.44% | Q2 2013 | Q4 2016 | 15 |
Brookstone Capital Management | 13 | 2 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
Roundview Capital LLC | 9 | 6 | 0.06% | 0.17% | 0.31% | Q2 2017 | Q3 2023 | 15 |
THOMAS WHITE INTERNATIONAL LTD | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.10% | 0.28% | Q1 2017 | Q3 2020 | 15 |
SAWGRASS ASSET MANAGEMENT LLC | 15 | 15 | 0.76% | 1.40% | 1.94% | Q2 2013 | Q4 2016 | 15 |
PALLADIUM PARTNERS LLC | 10 | 1 | 0.01% | 0.40% | 0.64% | Q2 2013 | Q1 2022 | 15 |
TIAA, FSB | 10 | 5 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2023 | 15 |
Royal Harbor Partners, LLC | 15 | 15 | 0.27% | 0.95% | 1.80% | Q4 2019 | Q2 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.13% | 0.19% | 0.22% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q4 2016 | 15 |
GUARDIAN CAPITAL ADVISORS LP | 11 | 2 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2021 | 15 |
Hugh Johnson Advisors LLC | 15 | 15 | 0.38% | 0.62% | 0.86% | Q4 2014 | Q2 2018 | 15 |
DE BURLO GROUP INC | 14 | 1 | 0.70% | 2.63% | 9.59% | Q2 2013 | Q2 2022 | 15 |
HYMAN CHARLES D | 12 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 15 |
INSIGHT 2811, INC. | 8 | 7 | 0.14% | 0.18% | 0.21% | Q1 2017 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 8 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.09% | 0.83% | 1.69% | Q2 2013 | Q4 2016 | 15 |
Van Hulzen Asset Management, LLC | 8 | 1 | 0.03% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 15 |
Perpetual Ltd | 11 | 3 | 0.00% | 1.21% | 2.05% | Q4 2016 | Q3 2023 | 14 |
Daiwa SB Investments Ltd. | 14 | 14 | 0.05% | 0.28% | 0.45% | Q2 2013 | Q3 2016 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2022 | 14 |
GODSEY & GIBB, INC | 14 | 14 | 1.63% | 2.13% | 2.40% | Q2 2013 | Q3 2016 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2019 | 14 |
Teza Capital Management LLC | 3 | 1 | 0.10% | 0.26% | 0.64% | Q1 2017 | Q2 2023 | 14 |
Ruffer LLP | 11 | 3 | 0.01% | 4.29% | 10.54% | Q2 2017 | Q4 2022 | 14 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 14 |
Clarius Group, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CrestPoint Capital Management, LLC | 14 | 14 | 0.32% | 0.66% | 1.28% | Q4 2013 | Q1 2017 | 14 |
Cornerstone Advisors, LLC | 14 | 14 | 0.03% | 0.22% | 0.35% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Moon Capital Management, LLC | 14 | 14 | 0.04% | 4.15% | 5.40% | Q1 2017 | Q2 2020 | 14 |
DEERE & CO | 14 | 14 | 0.09% | 0.19% | 0.30% | Q2 2013 | Q3 2016 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
HealthInvest Partners AB | 8 | 1 | 2.39% | 8.80% | 14.62% | Q4 2013 | Q3 2022 | 14 |
JENNISON ASSOCIATES LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q1 2022 | 14 |
abrdn Investment Management Ltd | 14 | 14 | 0.01% | 0.62% | 1.79% | Q2 2013 | Q3 2016 | 14 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.07% | 0.17% | Q1 2015 | Q4 2022 | 14 |
Azimuth Capital Management LLC | 14 | 14 | 0.25% | 0.75% | 1.02% | Q2 2013 | Q3 2016 | 14 |
Harbour Capital Advisors, LLC | 14 | 14 | 0.10% | 0.54% | 0.71% | Q2 2014 | Q3 2017 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.36% | 0.98% | 2.25% | Q2 2013 | Q3 2016 | 14 |
Texas Yale Capital Corp. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
EXCALIBUR MANAGEMENT CORP | 14 | 14 | 0.12% | 0.22% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.10% | 0.20% | 0.27% | Q2 2013 | Q3 2016 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 0.87% | 1.03% | 1.22% | Q2 2013 | Q3 2016 | 14 |
Suncoast Equity Management | 14 | 14 | 3.27% | 6.12% | 7.94% | Q2 2013 | Q3 2016 | 14 |
Gerstein Fisher | 14 | 14 | 0.10% | 0.47% | 0.76% | Q2 2013 | Q3 2016 | 14 |
Bridgeworth, LLC | 13 | 1 | 0.00% | 0.20% | 0.30% | Q2 2018 | Q3 2023 | 14 |
First Bank & Trust | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2022 | 14 |
AustralianSuper Pty Ltd | 5 | 4 | 0.08% | 0.25% | 0.61% | Q3 2019 | Q3 2023 | 14 |
Robinson Value Management, Ltd. | 6 | 1 | 1.73% | 2.82% | 4.09% | Q2 2017 | Q1 2022 | 14 |
M.D. Sass, Inc. | 14 | 14 | 0.04% | 3.50% | 4.72% | Q2 2013 | Q3 2016 | 14 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2016 | 14 |
Bellecapital International Ltd. | 14 | 14 | 0.72% | 1.25% | 1.78% | Q4 2013 | Q1 2017 | 14 |
QCI ASSET MANAGEMENT INC/NY | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 14 |
CULLINAN ASSOCIATES INC | 6 | 1 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 14 |
Mork Capital Management, LLC | 14 | 14 | 0.96% | 1.74% | 2.55% | Q2 2020 | Q3 2023 | 14 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 14 |
ZWJ INVESTMENT COUNSEL INC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 14 |
Nadler Financial Group, Inc. | 14 | 14 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2016 | 14 |
UMB Bank, n.a. | 8 | 6 | 0.01% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 14 |
Gibraltar Capital Management, Inc. | 14 | 14 | 2.27% | 3.25% | 4.36% | Q1 2019 | Q2 2022 | 14 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 14 | 14 | 1.97% | 2.98% | 3.60% | Q2 2013 | Q3 2016 | 14 |
CLINTON GROUP INC | 6 | 1 | 0.04% | 0.24% | 0.96% | Q3 2013 | Q3 2018 | 14 |
Aviance Capital Partners, LLC | 14 | 14 | 0.08% | 0.26% | 0.42% | Q2 2013 | Q3 2016 | 14 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.55% | 0.74% | 0.88% | Q1 2016 | Q2 2019 | 14 |
ACCIDENT COMPENSATION CORP | 14 | 14 | 0.12% | 0.40% | 1.07% | Q1 2017 | Q2 2020 | 14 |
SECOR Capital Advisors, LP | 5 | 1 | 0.01% | 0.19% | 0.66% | Q4 2013 | Q3 2017 | 14 |
Shamrock Asset Management LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q4 2016 | 14 |
Vulcan Value Partners, LLC | 14 | 14 | 2.42% | 4.13% | 5.25% | Q3 2016 | Q4 2019 | 14 |
ARGA Investment Management, LP | 12 | 2 | 0.02% | 0.21% | 0.44% | Q1 2020 | Q3 2023 | 14 |
ANALYTIC INVESTORS, LLC | 14 | 14 | 0.57% | 1.04% | 1.62% | Q2 2013 | Q3 2016 | 14 |
SSI INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 14 |
WASATCH ADVISORS LP | 12 | 2 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q2 2018 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Covington Investment Advisors Inc. | 14 | 14 | 1.32% | 2.50% | 3.39% | Q2 2013 | Q3 2016 | 14 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.02% | 0.13% | 0.99% | Q4 2018 | Q2 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.11% | 0.20% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Graves Light Lenhart Wealth, Inc. | 12 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 14 |
JACKSON SQUARE CAPITAL, LLC | 14 | 14 | 0.05% | 0.16% | 0.56% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Jackson Hole Capital Partners, LLC | 14 | 14 | 0.16% | 0.25% | 0.42% | Q4 2018 | Q1 2022 | 14 |
Abundance Wealth Counselors | 14 | 14 | 0.18% | 0.43% | 1.03% | Q2 2020 | Q3 2023 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.20% | 0.35% | Q3 2014 | Q4 2017 | 14 |
U S GLOBAL INVESTORS INC | 9 | 1 | 0.00% | 0.15% | 0.43% | Q2 2013 | Q4 2020 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.49% | 0.80% | 1.11% | Q4 2013 | Q1 2017 | 14 |
Archer Investment Corp | 9 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 12 | 2 | 0.01% | 0.06% | 0.18% | Q1 2019 | Q3 2023 | 14 |
Euclidean Technologies Management, LLC | 11 | 3 | 0.18% | 1.61% | 2.36% | Q2 2017 | Q2 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.02% | 0.08% | 0.24% | Q4 2015 | Q1 2019 | 14 |
NorthCoast Asset Management LLC | 7 | 1 | 0.03% | 0.16% | 1.54% | Q3 2015 | Q3 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.20% | 0.36% | 0.86% | Q2 2013 | Q3 2016 | 14 |
BTR CAPITAL MANAGEMENT INC | 11 | 3 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2022 | 14 |
ARROW FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2017 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 2 | 0.00% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.08% | 0.11% | 0.16% | Q4 2015 | Q3 2023 | 13 |
Unigestion Holding SA | 6 | 1 | 0.01% | 0.69% | 2.80% | Q2 2018 | Q3 2023 | 13 |
Sciencast Management LP | 3 | 1 | 0.13% | 0.32% | 0.73% | Q4 2015 | Q2 2023 | 13 |
Main Street Research LLC | 7 | 6 | 0.05% | 3.70% | 9.40% | Q3 2013 | Q3 2023 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.30% | 0.48% | 0.60% | Q2 2013 | Q2 2016 | 13 |
Copeland Capital Management, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.88% | 1.04% | 1.22% | Q3 2020 | Q3 2023 | 13 |
HONEYWELL INTERNATIONAL INC | 13 | 13 | 0.51% | 0.91% | 1.30% | Q2 2013 | Q2 2016 | 13 |
Redhawk Wealth Advisors, Inc. | 13 | 13 | 0.10% | 0.23% | 0.35% | Q3 2020 | Q3 2023 | 13 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 9 | 1 | 0.03% | 0.15% | 0.35% | Q2 2016 | Q4 2022 | 13 |
Exchange Capital Management, Inc. | 13 | 13 | 0.06% | 0.37% | 0.64% | Q3 2017 | Q3 2020 | 13 |
Regal Investment Advisors LLC | 13 | 13 | 0.29% | 0.50% | 0.98% | Q2 2016 | Q2 2019 | 13 |
Petrus Trust Company, LTA | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q4 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.07% | 0.13% | 0.34% | Q3 2020 | Q3 2023 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2023 | 13 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 13 | 13 | 0.85% | 1.16% | 1.72% | Q2 2015 | Q2 2018 | 13 |
CGN Advisors LLC | 13 | 13 | 0.16% | 0.27% | 0.38% | Q4 2020 | Q4 2023 | 13 |
Visium Asset Management, LP | 12 | 12 | 0.07% | 0.75% | 2.04% | Q2 2013 | Q1 2016 | 13 |
Virtue Capital Management, LLC | 11 | 2 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 7 | 6 | 0.02% | 0.08% | 0.50% | Q4 2016 | Q3 2023 | 13 |
Kendall Capital Management | 8 | 5 | 0.11% | 0.26% | 0.46% | Q4 2017 | Q3 2023 | 13 |
SpiderRock Advisors, LLC | 5 | 3 | 0.01% | 0.14% | 0.70% | Q1 2017 | Q1 2023 | 13 |
CNA FINANCIAL CORP | 13 | 13 | 0.41% | 0.58% | 0.86% | Q1 2017 | Q1 2020 | 13 |
1st Global Advisors, Inc. | 12 | 1 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q3 2016 | 13 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 12 | 1 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q2 2017 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q2 2016 | 13 |
CHASE INVESTMENT COUNSEL CORP | 11 | 1 | 0.27% | 1.67% | 2.31% | Q2 2013 | Q3 2023 | 13 |
Pinnacle Wealth Management Advisory Group, LLC | 11 | 1 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 13 |
QUEST INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.76% | 0.85% | 1.00% | Q3 2013 | Q3 2016 | 13 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 1 | 0.03% | 0.45% | 1.39% | Q1 2014 | Q2 2019 | 13 |
AFAM CAPITAL, INC. | 11 | 2 | 0.33% | 0.54% | 0.98% | Q2 2013 | Q3 2018 | 13 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.08% | 0.32% | Q4 2016 | Q4 2022 | 13 |
ALGERT GLOBAL LLC | 8 | 1 | 0.01% | 0.48% | 1.00% | Q3 2013 | Q2 2023 | 13 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.00% | 1.22% | 5.29% | Q2 2014 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Veracity Capital LLC | 13 | 13 | 0.13% | 0.29% | 0.46% | Q3 2020 | Q3 2023 | 13 |
CARLSON CAPITAL L P | 9 | 1 | 0.13% | 0.30% | 0.50% | Q2 2013 | Q2 2017 | 13 |
TELEMUS CAPITAL, LLC | 13 | 13 | 0.28% | 0.47% | 0.63% | Q3 2013 | Q3 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Alyeska Investment Group, L.P. | 5 | 2 | 0.37% | 0.59% | 0.82% | Q3 2013 | Q1 2022 | 13 |
CLOUGH CAPITAL PARTNERS L P | 7 | 1 | 0.17% | 0.90% | 1.91% | Q2 2013 | Q4 2022 | 13 |
Altavista Wealth Management, Inc. | 13 | 13 | 0.09% | 1.04% | 1.56% | Q4 2015 | Q4 2018 | 13 |
NEW YORK LIFE TRUST CO | 6 | 1 | 0.00% | 0.42% | 0.73% | Q2 2013 | Q1 2017 | 13 |
Rock Springs Capital Management LP | 12 | 1 | 0.03% | 2.25% | 3.97% | Q4 2013 | Q2 2018 | 13 |
Godshalk Welsh Capital Management, Inc. | 13 | 13 | 0.22% | 0.49% | 0.82% | Q4 2014 | Q4 2017 | 13 |
Crescent Park Management, L.P. | 8 | 3 | 1.79% | 5.81% | 12.68% | Q4 2014 | Q3 2017 | 13 |
Grove Bank & Trust | 9 | 4 | 0.00% | 0.10% | 0.25% | Q4 2015 | Q3 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2017 | 13 |
Bayesian Capital Management, LP | 3 | 1 | 0.09% | 0.29% | 0.76% | Q2 2016 | Q3 2023 | 13 |
SECURITY NATIONAL BANK OF SO DAK | 13 | 13 | 0.70% | 1.07% | 1.69% | Q2 2015 | Q2 2018 | 13 |
Heritage Trust Co | 10 | 3 | 0.00% | 0.16% | 0.48% | Q2 2018 | Q3 2023 | 13 |
SAMLYN CAPITAL, LLC | 7 | 2 | 0.64% | 1.40% | 2.26% | Q3 2013 | Q1 2022 | 13 |
Catalyst Capital Advisors LLC | 13 | 13 | 0.01% | 0.07% | 0.56% | Q4 2015 | Q4 2018 | 13 |
Arkadios Wealth Advisors | 8 | 5 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 10 | 3 | 0.50% | 1.26% | 1.73% | Q2 2013 | Q4 2017 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 2 | 0.04% | 0.38% | 0.75% | Q3 2019 | Q2 2023 | 13 |
GLG LLC | 10 | 3 | 0.10% | 0.34% | 0.66% | Q1 2014 | Q2 2017 | 13 |
Natixis Investment Managers International | 6 | 1 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q2 2022 | 13 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 13 | 13 | 0.16% | 0.23% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Merit Financial Group, LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Varma Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.17% | 0.39% | Q4 2020 | Q3 2023 | 12 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q1 2016 | 12 |
CI Global Investments Inc. | 11 | 1 | 0.00% | 0.66% | 3.18% | Q1 2014 | Q4 2017 | 12 |
SIT INVESTMENT ASSOCIATES INC | 12 | 12 | 0.03% | 0.29% | 0.71% | Q2 2013 | Q1 2016 | 12 |
Wealth Alliance | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.00% | 0.20% | 0.36% | Q3 2014 | Q2 2017 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 2.00% | 2.78% | 3.54% | Q2 2013 | Q1 2016 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 12 |
Private Wealth Partners, LLC | 12 | 12 | 0.24% | 1.73% | 2.46% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.07% | 0.21% | 0.28% | Q2 2013 | Q1 2016 | 12 |
Quadrature Capital Ltd | 3 | 1 | 0.10% | 0.34% | 1.09% | Q3 2015 | Q3 2023 | 12 |
Zurich Insurance Group Ltd/FI | 9 | 1 | 0.09% | 0.22% | 0.57% | Q4 2015 | Q3 2023 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 6 | 0.09% | 0.16% | 0.25% | Q4 2016 | Q3 2023 | 12 |
Ascent Wealth Partners, LLC | 12 | 12 | 0.25% | 0.31% | 0.37% | Q3 2014 | Q2 2017 | 12 |
NORTH AMERICAN MANAGEMENT CORP | 12 | 12 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
NAVELLIER & ASSOCIATES INC | 12 | 12 | 0.03% | 1.81% | 2.55% | Q4 2012 | Q3 2015 | 12 |
Scott & Selber, Inc. | 11 | 1 | 0.08% | 1.82% | 2.86% | Q2 2013 | Q4 2021 | 12 |
Clark Capital Management Group, Inc. | 7 | 5 | 0.02% | 0.27% | 0.59% | Q4 2013 | Q3 2023 | 12 |
Transform Wealth, LLC | 5 | 3 | 0.06% | 0.34% | 0.87% | Q2 2016 | Q3 2023 | 12 |
Neo Ivy Capital Management | 5 | 1 | 0.02% | 0.45% | 1.43% | Q4 2018 | Q2 2023 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Partner Investment Management, L.P. | 7 | 1 | 0.00% | 1.20% | 3.13% | Q3 2013 | Q3 2019 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 11 | 1 | 0.01% | 0.18% | 0.51% | Q2 2015 | Q4 2018 | 12 |
LINCOLN NATIONAL CORP | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Community Bank & Trust, Waco, Texas | 9 | 1 | 0.07% | 0.11% | 0.15% | Q4 2015 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Fiduciary Trust Co International of Pennsylvania | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q1 2017 | 12 |
Aries Wealth Management | 6 | 1 | 0.10% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.20% | 0.40% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.08% | 0.16% | 0.23% | Q2 2013 | Q1 2016 | 12 |
Whitegate Investment Counselors, Inc. | 11 | 1 | 0.09% | 0.47% | 0.73% | Q1 2014 | Q4 2018 | 12 |
Investors Research Corp | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Woodline Partners LP | 6 | 3 | 0.07% | 0.52% | 1.82% | Q1 2020 | Q3 2023 | 12 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 12 | 12 | 5.10% | 7.99% | 11.10% | Q4 2020 | Q3 2023 | 12 |
Bank of Marin | 12 | 12 | 0.18% | 0.35% | 0.49% | Q4 2020 | Q3 2023 | 12 |
MERIDIAN INVESTMENT COUNSEL INC. | 12 | 12 | 0.41% | 0.67% | 0.91% | Q4 2020 | Q3 2023 | 12 |
SECTOR GAMMA AS | 9 | 3 | 0.93% | 2.20% | 3.10% | Q4 2015 | Q2 2019 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.92% | 1.57% | 2.28% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.13% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
PRING TURNER CAPITAL GROUP INC | 8 | 4 | 2.42% | 3.68% | 6.23% | Q1 2018 | Q3 2023 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.07% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Strategic Advisors LLC | 12 | 12 | 0.09% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EagleClaw Capital Managment, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 1.02% | 1.72% | Q4 2014 | Q4 2021 | 12 |
CYPRESS ASSET MANAGEMENT INC/TX | 12 | 12 | 0.10% | 0.16% | 0.22% | Q4 2014 | Q3 2017 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Distillate Capital Partners LLC | 12 | 12 | 0.85% | 1.62% | 4.15% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 1.23% | 1.89% | 2.66% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Seascape Capital Management | 12 | 12 | 0.16% | 0.38% | 0.61% | Q4 2020 | Q3 2023 | 12 |
FCF Advisors LLC | 12 | 12 | 0.67% | 0.88% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Sonora Investment Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Zuckerman Investment Group, LLC | 12 | 12 | 1.27% | 3.10% | 4.03% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 12 | 12 | 0.09% | 0.35% | 0.47% | Q2 2013 | Q1 2016 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Strategic Global Advisors, LLC | 12 | 12 | 0.44% | 0.96% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.04% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Perkins Investment Management, LLC | 12 | 12 | 0.03% | 0.48% | 1.13% | Q2 2013 | Q1 2016 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.04% | 0.14% | 0.31% | Q4 2016 | Q3 2019 | 12 |
WBH ADVISORY INC | 12 | 12 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.04% | 0.12% | 0.24% | Q4 2016 | Q3 2019 | 12 |
Pekin Hardy Strauss, Inc. | 12 | 12 | 0.03% | 0.29% | 1.29% | Q1 2017 | Q4 2019 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.12% | 0.15% | 0.19% | Q2 2013 | Q1 2016 | 12 |
Mercer Capital Advisers, Inc. | 12 | 12 | 0.13% | 0.18% | 0.24% | Q4 2014 | Q3 2017 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.09% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Perceptive Advisors | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q1 2018 | 11 |
PRINCETON CAPITAL MANAGEMENT INC | 9 | 2 | 0.13% | 0.16% | 0.20% | Q4 2013 | Q3 2016 | 11 |
Baldwin Investment Management, LLC | 11 | 11 | 0.07% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
C WorldWide Group Holding A/S | 9 | 2 | 0.03% | 2.42% | 4.62% | Q3 2014 | Q3 2023 | 11 |
MinichMacGregor Wealth Management, LLC | 9 | 1 | 0.00% | 0.13% | 1.44% | Q1 2016 | Q4 2022 | 11 |
BADGLEY PHELPS & BELL INC | 11 | 11 | 0.61% | 0.70% | 0.85% | Q1 2014 | Q3 2016 | 11 |
EPG Wealth Management LLC | 9 | 2 | 0.01% | 0.20% | 0.48% | Q4 2019 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.13% | 0.20% | 0.27% | Q2 2020 | Q4 2022 | 11 |
Ellevest, Inc. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2015 | 11 |
EULAV Asset Management | 11 | 11 | 0.24% | 0.53% | 0.68% | Q2 2013 | Q4 2015 | 11 |
Alexandria Capital, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q4 2015 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Phoenix Holdings Ltd. | 9 | 2 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 11 |
Spark Investment Management LLC | 6 | 5 | 0.21% | 0.57% | 0.80% | Q2 2013 | Q3 2018 | 11 |
VIKING GLOBAL INVESTORS LP | 6 | 1 | 0.53% | 2.33% | 5.36% | Q4 2013 | Q3 2023 | 11 |
SVA Wealth Management, LLC | 10 | 1 | 0.04% | 0.39% | 0.56% | Q1 2015 | Q1 2018 | 11 |
Segment Wealth Management, LLC | 6 | 5 | 0.10% | 0.71% | 1.28% | Q4 2014 | Q3 2023 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 4 | 0.42% | 1.38% | 2.67% | Q1 2015 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HARVEST CAPITAL MANAGEMENT INC | 11 | 11 | 0.10% | 0.13% | 0.15% | Q4 2013 | Q2 2016 | 11 |
Navalign, LLC | 11 | 11 | 0.37% | 0.56% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.02% | 0.10% | 0.33% | Q4 2020 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 11 |
CERTUITY, LLC | 11 | 11 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q2 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 4 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q4 2021 | 11 |
Laffer Tengler Investments, Inc. | 11 | 11 | 0.37% | 0.51% | 0.59% | Q2 2015 | Q4 2017 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 11 |
CIBC BANK USA | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
AGF INVESTMENTS INC. | 11 | 11 | 0.01% | 0.28% | 0.49% | Q2 2013 | Q4 2015 | 11 |
Global Endowment Management, LP | 11 | 11 | 0.12% | 0.55% | 0.92% | Q3 2016 | Q1 2019 | 11 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 4 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q2 2020 | 11 |
Par Capital Management | 11 | 11 | 2.52% | 4.94% | 7.28% | Q1 2016 | Q3 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.11% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.01% | 0.05% | 0.34% | Q4 2015 | Q2 2018 | 11 |
Ifrah Financial Services, Inc. | 11 | 11 | 0.17% | 0.32% | 0.44% | Q4 2013 | Q2 2016 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q3 2021 | 11 |
IMPAX ASSET MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Brookfield Asset Management | 8 | 3 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 11 |
LOEWS CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Sheaff Brock Investment Advisors, LLC | 11 | 11 | 0.03% | 0.06% | 0.17% | Q4 2015 | Q2 2018 | 11 |
Domani Wealth, LLC | 7 | 2 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2023 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.09% | 0.29% | Q4 2022 | Q3 2023 | 11 |
Kiltearn Partners LLP | 11 | 11 | 4.07% | 6.19% | 7.36% | Q1 2017 | Q3 2019 | 11 |
Euclid Advisors LLC | 6 | 2 | 0.11% | 0.27% | 0.66% | Q2 2013 | Q2 2016 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q4 2019 | 11 |
Venturi Wealth Management, LLC | 10 | 1 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q2 2019 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.01% | 0.10% | 0.26% | Q4 2013 | Q2 2016 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 1.53% | 2.30% | 2.93% | Q1 2021 | Q3 2023 | 11 |
GAMBLE JONES INVESTMENT COUNSEL | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.03% | 0.15% | Q1 2017 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.23% | 0.37% | 0.50% | Q1 2021 | Q3 2023 | 11 |
1776 Wealth LLC | 8 | 3 | 0.02% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 11 |
J.Safra Asset Management Corp | 7 | 4 | 0.00% | 0.21% | 1.74% | Q4 2015 | Q3 2023 | 11 |
Trust Asset Management LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Ardevora Asset Management LLP | 7 | 4 | 0.30% | 0.67% | 0.89% | Q4 2017 | Q3 2023 | 11 |
Virtus Fund Advisers, LLC | 11 | 11 | 0.08% | 0.13% | 0.20% | Q2 2014 | Q4 2016 | 11 |
HERNDON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2017 | 11 |
Empowered Funds, LLC | 6 | 1 | 0.02% | 0.46% | 1.03% | Q2 2019 | Q3 2023 | 11 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.03% | 1.31% | 3.56% | Q2 2016 | Q3 2023 | 11 |
Wellington Shields & Co., LLC | 6 | 1 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 11 |
Estate Counselors, LLC | 11 | 11 | 0.13% | 0.18% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Acropolis Investment Management, LLC | 11 | 11 | 0.02% | 0.06% | 0.14% | Q2 2017 | Q4 2019 | 11 |
Vestmark Advisory Solutions, Inc. | 10 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q2 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.04% | 0.09% | 0.31% | Q2 2013 | Q4 2015 | 11 |
Atom Investors LP | 2 | 1 | 0.03% | 0.23% | 0.65% | Q4 2018 | Q3 2023 | 11 |
INR ADVISORY SERVICES LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.00% | 0.05% | 0.20% | Q1 2016 | Q3 2023 | 11 |
Alaska Permanent Fund Corp | 10 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 11 |
Addenda Capital Inc. | 11 | 11 | 0.07% | 0.19% | 0.28% | Q2 2015 | Q4 2017 | 11 |
RONALD BLUE & CO LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2017 | 11 |
Community Financial Services Group, LLC | 10 | 1 | 0.06% | 0.66% | 2.38% | Q2 2013 | Q4 2017 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 1 | 0.07% | 0.19% | 0.30% | Q2 2016 | Q2 2019 | 11 |
Gratus Capital, LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 2.05% | 3.24% | 4.25% | Q1 2021 | Q3 2023 | 11 |
WADDELL & REED FINANCIAL INC | 6 | 4 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q1 2021 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 1.73% | 2.17% | 2.59% | Q2 2013 | Q3 2015 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.04% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 9 | 1 | 0.12% | 0.25% | 0.35% | Q1 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.19% | 1.23% | Q4 2020 | Q1 2023 | 10 |
State of Wyoming | 10 | 10 | 0.05% | 0.09% | 0.16% | Q1 2021 | Q2 2023 | 10 |
Jump Financial, LLC | 3 | 2 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 10 |
Tacita Capital Inc | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q2 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 4 | 0.39% | 1.18% | 1.49% | Q4 2013 | Q2 2023 | 10 |
HENNESSY ADVISORS INC | 4 | 2 | 0.01% | 0.12% | 0.29% | Q2 2014 | Q4 2022 | 10 |
CHELSEA COUNSEL CO | 10 | 10 | 0.07% | 0.11% | 0.24% | Q1 2014 | Q2 2016 | 10 |
WILLIAMS JONES & ASSOCIATES LLC | 8 | 2 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q3 2016 | 10 |
FMA ADVISORY INC | 9 | 1 | 0.13% | 0.17% | 0.22% | Q2 2015 | Q1 2019 | 10 |
Marshall Wace North America L.P. | 8 | 1 | 0.00% | 0.23% | 0.67% | Q2 2017 | Q3 2021 | 10 |
Amundi | 10 | 10 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.06% | 0.80% | 1.03% | Q2 2013 | Q3 2015 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2017 | 10 |
First Pacific Advisors, LP | 10 | 10 | 0.00% | 0.07% | 0.13% | Q3 2015 | Q4 2017 | 10 |
Arlington Partners LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 10 |
K.J. Harrison & Partners Inc | 7 | 3 | 0.29% | 0.42% | 0.75% | Q2 2016 | Q2 2023 | 10 |
ATLANTIC INVESTMENT Co | 10 | 10 | 0.20% | 0.59% | 1.21% | Q2 2013 | Q3 2015 | 10 |
DAVIS R M INC | 6 | 1 | 0.01% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 10 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 10 |
Grace Capital | 7 | 3 | 0.20% | 0.45% | 1.23% | Q4 2015 | Q2 2019 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 2 | 0.02% | 0.33% | 1.27% | Q2 2020 | Q4 2022 | 10 |
Dynamic Capital Management Ltd | 2 | 1 | 0.12% | 0.66% | 2.96% | Q1 2014 | Q3 2019 | 10 |
TURNER INVESTMENTS LLC | 10 | 10 | 0.08% | 0.26% | 0.47% | Q2 2013 | Q3 2015 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.07% | 0.08% | 0.11% | Q2 2013 | Q3 2015 | 10 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.02% | 0.09% | 0.38% | Q4 2019 | Q2 2023 | 10 |
Hutchin Hill Capital, LP | 8 | 2 | 0.09% | 0.30% | 0.58% | Q2 2013 | Q3 2017 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2016 | 10 |
NATIONAL PLANNING CORP | 5 | 1 | 0.02% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 10 |
Counsel Portfolio Services Inc. | 6 | 4 | 0.03% | 0.07% | 0.23% | Q2 2013 | Q4 2015 | 10 |
MARVIN & PALMER ASSOCIATES INC | 10 | 10 | 0.92% | 1.67% | 2.75% | Q2 2013 | Q3 2015 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 6 | 1 | 0.06% | 0.19% | 0.26% | Q1 2016 | Q1 2022 | 10 |
Peregrine Asset Advisers, Inc. | 10 | 10 | 0.28% | 0.69% | 2.94% | Q4 2013 | Q1 2016 | 10 |
Haverford Trust Co | 10 | 10 | 0.00% | 0.08% | 0.74% | Q2 2021 | Q3 2023 | 10 |
SADOFF INVESTMENT MANAGEMENT LLC | 10 | 10 | 3.20% | 4.07% | 6.10% | Q2 2020 | Q3 2022 | 10 |
Nine Chapters Capital Management LLC | 8 | 1 | 0.04% | 0.62% | 2.65% | Q4 2013 | Q2 2017 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Stone Ridge Asset Management LLC | 5 | 1 | 0.02% | 0.34% | 0.81% | Q4 2014 | Q2 2020 | 10 |
ALLEGHANY CORP /DE | 10 | 10 | 1.21% | 2.62% | 3.57% | Q2 2013 | Q3 2015 | 10 |
Princeton Alpha Management LP | 8 | 1 | 0.04% | 0.19% | 0.55% | Q1 2014 | Q1 2017 | 10 |
Select Equity Group, L.P. | 8 | 2 | 0.15% | 0.19% | 0.24% | Q4 2013 | Q2 2017 | 10 |
Gideon Capital Advisors, Inc. | 5 | 1 | 0.08% | 0.17% | 0.24% | Q1 2014 | Q3 2019 | 10 |
Field & Main Bank | 9 | 1 | 0.02% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 10 |
EFG Asset Management (Americas) Corp. | 10 | 10 | 0.04% | 0.31% | 0.73% | Q4 2013 | Q1 2016 | 10 |
Majedie Asset Management Ltd | 10 | 10 | 0.10% | 0.50% | 1.24% | Q2 2014 | Q3 2016 | 10 |
CKW FINANCIAL GROUP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 10 |
BECK CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.40% | 0.80% | 1.16% | Q2 2021 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 10 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q2 2022 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 0.07% | 0.21% | 0.30% | Q4 2014 | Q1 2017 | 10 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 10 | 10 | 0.27% | 0.86% | 1.17% | Q4 2014 | Q1 2017 | 10 |
NEVILLE RODIE & SHAW INC | 10 | 10 | 0.08% | 0.30% | 0.43% | Q2 2014 | Q3 2016 | 10 |
CUE ADVISORY SERVICES, INC. | 10 | 10 | 0.21% | 1.16% | 1.50% | Q4 2014 | Q1 2017 | 10 |
AllSquare Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
DORCHESTER WEALTH MANAGEMENT Co | 6 | 4 | 0.10% | 0.47% | 1.05% | Q1 2017 | Q4 2019 | 10 |
FIRST NATIONAL BANK OF OMAHA | 7 | 3 | 0.03% | 0.38% | 0.48% | Q2 2013 | Q3 2016 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2018 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Centiva Capital, LP | 5 | 1 | 0.01% | 0.05% | 0.15% | Q1 2021 | Q3 2023 | 10 |
First Command Bank | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 10 |
First Command Financial Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2019 | 10 |
Gs Investments, Inc. | 9 | 1 | 0.33% | 0.87% | 1.26% | Q2 2017 | Q4 2019 | 10 |
Shay Capital LLC | 5 | 1 | 0.00% | 0.16% | 0.72% | Q4 2020 | Q2 2023 | 10 |
Garrett Wealth Advisory Group, LLC | 8 | 2 | 0.09% | 0.46% | 0.64% | Q4 2018 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Range Financial Group LLC | 10 | 10 | 0.14% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
F3Logic, LLC | 10 | 10 | 0.03% | 0.15% | 0.35% | Q3 2020 | Q4 2022 | 10 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q4 2020 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cooper Financial Group | 9 | 1 | 0.04% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Quantinno Capital Management LP | 7 | 3 | 0.23% | 0.27% | 0.37% | Q1 2020 | Q3 2023 | 10 |
Main Street Financial Solutions, LLC | 10 | 10 | 0.09% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Integral Health Asset Management, LLC | 5 | 1 | 1.15% | 2.65% | 3.81% | Q1 2020 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.07% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 9 |
RWC Asset Management LLP | 9 | 9 | 0.06% | 1.76% | 3.29% | Q3 2018 | Q3 2020 | 9 |
Sepio Capital, LP | 6 | 1 | 0.05% | 0.23% | 0.62% | Q4 2018 | Q3 2023 | 9 |
GAM SYSTEMATIC LLP | 5 | 1 | 0.02% | 0.12% | 0.19% | Q1 2015 | Q3 2017 | 9 |
Truvestments Capital LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Ativo Capital Management LLC | 9 | 9 | 0.50% | 0.67% | 0.88% | Q2 2020 | Q2 2022 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 9 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.08% | 0.24% | Q2 2015 | Q4 2021 | 9 |
First National Bank of South Miami | 9 | 9 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q1 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 9 |
Lineweaver Wealth Advisors, LLC | 9 | 9 | 0.15% | 0.25% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Quantamental Technologies LLC | 4 | 2 | 0.07% | 0.27% | 0.47% | Q4 2018 | Q2 2022 | 9 |
ISLAY CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.26% | 0.59% | Q3 2020 | Q2 2023 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.04% | 0.09% | 0.19% | Q3 2016 | Q1 2020 | 9 |
PointState Capital LP | 7 | 7 | 0.07% | 0.30% | 0.57% | Q2 2020 | Q4 2021 | 9 |
AXON CAPITAL LP | 9 | 9 | 5.75% | 9.74% | 13.63% | Q4 2016 | Q4 2018 | 9 |
Kore Private Wealth LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 9 |
COOKSON PEIRCE & CO INC | 9 | 9 | 0.14% | 0.18% | 0.20% | Q2 2013 | Q2 2015 | 9 |
Accel Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 9 |
GENESEE VALLEY TRUST CO | 9 | 9 | 0.19% | 0.31% | 0.52% | Q1 2016 | Q1 2018 | 9 |
IndexIQ Advisors LLC | 5 | 4 | 0.10% | 0.13% | 0.18% | Q1 2019 | Q1 2022 | 9 |
Ashfield Capital Partners, LLC | 8 | 1 | 0.01% | 0.47% | 1.36% | Q1 2014 | Q3 2016 | 9 |
Golden State Wealth Management, LLC | 5 | 1 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q1 2022 | 9 |
PDT Partners, LLC | 3 | 1 | 0.04% | 0.39% | 0.79% | Q2 2013 | Q4 2019 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 0.21% | 0.55% | Q2 2015 | Q3 2023 | 9 |
THOMPSON DAVIS & CO., INC. | 5 | 4 | 0.00% | 0.05% | 0.20% | Q3 2014 | Q3 2017 | 9 |
Rock Creek Group, LP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
INSTITUTIONAL CAPITAL LLC | 5 | 4 | 0.11% | 2.52% | 4.63% | Q2 2013 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2023 | 9 |
Summit Global Investments | 7 | 2 | 0.29% | 0.60% | 0.76% | Q4 2016 | Q3 2023 | 9 |
Spectrum Management Group, LLC | 8 | 1 | 0.00% | 0.06% | 0.49% | Q4 2013 | Q1 2019 | 9 |
Price Wealth, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 9 |
MUFG Securities EMEA plc | 4 | 1 | 0.00% | 0.11% | 0.48% | Q1 2018 | Q4 2021 | 9 |
Waverly Advisors, LLC | 5 | 4 | 0.01% | 0.12% | 0.27% | Q3 2013 | Q4 2017 | 9 |
Tributary Capital Management, LLC | 4 | 2 | 0.00% | 0.15% | 0.45% | Q2 2013 | Q1 2021 | 9 |
Meridian Wealth Management, LLC | 6 | 3 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
COLUMBUS CIRCLE INVESTORS | 9 | 9 | 0.69% | 1.60% | 2.18% | Q4 2013 | Q4 2015 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.05% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 9 |
Airain ltd | 2 | 1 | 0.06% | 0.36% | 0.66% | Q3 2013 | Q4 2016 | 9 |
Unison Advisors LLC | 9 | 9 | 0.64% | 0.73% | 0.83% | Q4 2017 | Q4 2019 | 9 |
Nikko Asset Management Americas, Inc. | 7 | 2 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2017 | 9 |
Granite Investment Partners, LLC | 9 | 9 | 0.20% | 1.01% | 1.52% | Q4 2013 | Q4 2015 | 9 |
M&G INVESTMENT MANAGEMENT LTD | 6 | 3 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q2 2023 | 9 |
Polaris Wealth Advisory Group, LLC | 9 | 9 | 0.04% | 0.61% | 1.19% | Q2 2013 | Q2 2015 | 9 |
MONTAG & CALDWELL, LLC | 9 | 9 | 1.73% | 3.50% | 4.77% | Q4 2013 | Q4 2015 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.07% | 0.25% | 0.50% | Q3 2014 | Q3 2016 | 9 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.04% | 0.30% | Q4 2015 | Q2 2023 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.24% | 0.43% | 0.63% | Q2 2013 | Q2 2015 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
New England Professional Planning Group Inc. | 5 | 1 | 0.13% | 0.24% | 0.36% | Q4 2014 | Q4 2022 | 9 |
NKCFO LLC | 7 | 2 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 9 | 1.46% | 3.37% | 4.19% | Q4 2013 | Q4 2015 | 9 |
First National Bank of Hutchinson | 9 | 9 | 0.15% | 0.49% | 0.68% | Q4 2013 | Q4 2015 | 9 |
First Western Capital Management Co | 9 | 9 | 1.01% | 1.23% | 1.78% | Q2 2015 | Q2 2017 | 9 |
Graham Capital Management, L.P. | 5 | 2 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 0.15% | 0.32% | 0.55% | Q2 2013 | Q2 2015 | 9 |
Buckley Wealth Management, LLC | 6 | 1 | 0.07% | 0.12% | 0.19% | Q1 2020 | Q2 2023 | 9 |
Bremer Bank National Association | 8 | 1 | 0.01% | 0.71% | 0.98% | Q1 2019 | Q3 2023 | 9 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 9 |
Haverford Financial Services, Inc. | 8 | 1 | 0.23% | 0.62% | 2.02% | Q1 2021 | Q3 2023 | 9 |
Atlantic Union Bankshares Corp | 8 | 1 | 0.09% | 0.15% | 0.18% | Q1 2014 | Q2 2016 | 9 |
Caprock Group, LLC | 6 | 3 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 9 |
Senator Investment Group LP | 7 | 1 | 1.02% | 1.77% | 2.92% | Q2 2013 | Q2 2020 | 9 |
CHURCHILL MANAGEMENT Corp | 9 | 9 | 0.03% | 0.15% | 0.35% | Q2 2013 | Q2 2015 | 9 |
Opal Wealth Advisors, LLC | 8 | 8 | 0.14% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
ATALANTA SOSNOFF CAPITAL, LLC | 8 | 8 | 0.03% | 1.54% | 2.64% | Q4 2013 | Q3 2015 | 8 |
Ruggie Capital Group | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2016 | 8 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 8 |
Cerro Pacific Wealth Advisors LLC | 8 | 8 | 0.34% | 0.81% | 1.07% | Q2 2021 | Q1 2023 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 8 |
BOWEN HANES & CO INC | 6 | 2 | 0.01% | 0.97% | 1.23% | Q3 2014 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2017 | 8 |
MARCO INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 8 |
MainStreet Investment Advisors LLC | 7 | 1 | 0.03% | 0.34% | 0.46% | Q4 2017 | Q1 2020 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 8 | 8 | 0.16% | 0.53% | 1.07% | Q2 2017 | Q1 2019 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.35% | 0.59% | Q4 2017 | Q3 2019 | 8 |
MARIETTA INVESTMENT PARTNERS LLC | 8 | 8 | 0.16% | 0.94% | 2.26% | Q4 2014 | Q3 2016 | 8 |
BHF Kleinwort Benson Group S.A. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
FRONT BARNETT ASSOCIATES LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.18% | 0.22% | 0.25% | Q4 2014 | Q3 2016 | 8 |
Parisi Gray Wealth Management | 6 | 1 | 0.03% | 0.15% | 0.35% | Q4 2017 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.42% | 0.78% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 1 | 0.00% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
DAVIDSON INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Savior LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
ARGENT TRUST COMPANY, N.A. | 5 | 3 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q3 2015 | 8 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.06% | 0.45% | 1.08% | Q2 2013 | Q2 2019 | 8 |
Pacific Center for Financial Services | 7 | 1 | 0.01% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 8 |
BAMCO INC /NY/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mount Lucas Management LP | 4 | 1 | 0.16% | 1.02% | 1.93% | Q2 2013 | Q3 2023 | 8 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.01% | 0.29% | 0.54% | Q3 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2022 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q1 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Omnia Family Wealth, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
BRAUN STACEY ASSOCIATES INC | 8 | 8 | 0.62% | 1.16% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Tandem Investment Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.27% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.50% | 0.78% | 0.95% | Q4 2021 | Q3 2023 | 8 |
JAMES INVESTMENT RESEARCH INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.55% | 0.90% | 1.28% | Q2 2016 | Q1 2018 | 8 |
WAFRA INC. | 8 | 8 | 1.11% | 1.94% | 2.62% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.04% | 0.14% | 0.18% | Q2 2013 | Q1 2015 | 8 |
BELLEVUE ASSET MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Riverview Trust Co | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2021 | 8 |
Zhang Financial LLC | 8 | 8 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Schooner Investment Group, LLC. | 8 | 8 | 0.27% | 0.46% | 0.73% | Q4 2014 | Q3 2016 | 8 |
WealthTrust Fairport, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 8 |
Echo Street Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Hirtle Callaghan & Co LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
PARNASSUS INVESTMENTS, LLC | 8 | 8 | 0.04% | 1.22% | 3.07% | Q4 2015 | Q3 2017 | 8 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.36% | 1.61% | Q4 2020 | Q2 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q3 2015 | Q4 2018 | 8 |
Simmons Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2017 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 6 | 2 | 0.15% | 0.60% | 1.03% | Q2 2013 | Q3 2015 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.36% | 0.45% | 0.50% | Q2 2013 | Q1 2015 | 8 |
Stevens First Principles Investment Advisors | 8 | 8 | 0.16% | 0.30% | 0.44% | Q1 2016 | Q4 2017 | 8 |
Invictus RG | 8 | 8 | 0.06% | 0.27% | 0.44% | Q4 2015 | Q3 2017 | 8 |
Apriem Advisors | 8 | 8 | 0.01% | 0.04% | 0.05% | Q2 2015 | Q1 2017 | 8 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 8 |
Columbia Asset Management | 8 | 8 | 0.03% | 0.25% | 0.48% | Q4 2016 | Q3 2018 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.15% | 0.40% | 0.77% | Q2 2013 | Q1 2015 | 8 |
Winslow Capital Management, LLC | 8 | 8 | 0.67% | 1.66% | 2.47% | Q4 2013 | Q3 2015 | 8 |
Hikari Tsushin, Inc. | 8 | 8 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
McQueen, Ball & Associates Inc. | 8 | 8 | 0.82% | 1.06% | 1.33% | Q1 2017 | Q4 2018 | 8 |
Alambic Investment Management, L.P. | 4 | 1 | 0.12% | 0.29% | 0.69% | Q2 2017 | Q3 2019 | 8 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 8 | 0.16% | 0.23% | 0.37% | Q4 2015 | Q3 2017 | 8 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
American Trust | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.10% | 0.15% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Keene & Associates, Inc. | 8 | 8 | 0.26% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q4 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 8 | 8 | 0.05% | 0.51% | 0.96% | Q3 2019 | Q2 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.07% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.24% | 0.32% | 0.48% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
DREMAN VALUE MANAGEMENT, L L C | 8 | 8 | 0.31% | 0.48% | 0.60% | Q2 2016 | Q1 2018 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.07% | 0.38% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Roystone Capital Management LP | 6 | 2 | 3.29% | 4.13% | 5.08% | Q2 2016 | Q3 2018 | 8 |
Tortoise Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
BANK PICTET & CIE (ASIA) LTD | 8 | 8 | 0.30% | 0.38% | 0.44% | Q2 2018 | Q1 2020 | 8 |
Wahed Invest LLC | 8 | 8 | 0.25% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
New Harbor Financial Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Invictus RG Pte. Ltd. | 6 | 2 | 0.03% | 0.21% | 0.33% | Q2 2013 | Q3 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
ABNER HERRMAN & BROCK LLC | 8 | 8 | 0.04% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Matarin Capital Management, LLC | 3 | 2 | 0.16% | 0.38% | 0.56% | Q2 2013 | Q3 2015 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.18% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.19% | 0.24% | 0.29% | Q2 2013 | Q1 2015 | 8 |
Venture Visionary Partners LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.05% | 0.22% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 3 | 1 | 0.01% | 0.13% | 0.28% | Q1 2015 | Q4 2020 | 8 |
Avion Wealth | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Advisor Resource Council | 8 | 8 | 0.11% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 6 | 1 | 0.04% | 0.21% | 0.46% | Q4 2019 | Q3 2022 | 8 |
Quad-Cities Investment Group, LLC | 6 | 2 | 0.06% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 8 |
ASSET ADVISORS CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Waldron Private Wealth LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Interchange Capital Partners, LLC | 6 | 2 | 0.16% | 0.35% | 0.55% | Q4 2020 | Q1 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
ForthRight Wealth Management, LLC | 7 | 1 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q3 2023 | 8 |
Edgestream Partners, L.P. | 3 | 1 | 0.04% | 0.36% | 0.92% | Q3 2014 | Q3 2023 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.18% | 0.73% | 2.85% | Q1 2014 | Q1 2019 | 7 |
Willingdon Wealth Management | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 7 |
Camelot Portfolios, LLC | 4 | 3 | 0.19% | 0.22% | 0.27% | Q3 2021 | Q2 2023 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Syntal Capital Partners, LLC | 4 | 3 | 0.12% | 0.42% | 0.71% | Q3 2014 | Q3 2022 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 7 |
Aft, Forsyth & Sober, LLC | 7 | 7 | 0.65% | 0.88% | 0.99% | Q1 2022 | Q3 2023 | 7 |
TAYLOR ASSET MANAGEMENT INC | 7 | 7 | 5.12% | 8.20% | 12.10% | Q4 2016 | Q2 2018 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Smith Anglin Financial, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CAMPBELL CAPITAL MANAGEMENT INC | 3 | 2 | 0.74% | 1.78% | 2.63% | Q3 2019 | Q4 2021 | 7 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 7 | 0.41% | 0.60% | 0.82% | Q1 2015 | Q3 2016 | 7 |
RAINIER INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.47% | 0.81% | 1.10% | Q2 2014 | Q4 2015 | 7 |
Karp Capital Management Corp | 5 | 1 | 0.00% | 0.10% | 0.13% | Q4 2014 | Q4 2018 | 7 |
Barry Investment Advisors, LLC | 7 | 7 | 0.13% | 0.20% | 0.25% | Q3 2021 | Q1 2023 | 7 |
Private Advisory Group LLC | 7 | 7 | 0.05% | 0.21% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Swedbank | 4 | 3 | 0.30% | 0.37% | 0.45% | Q1 2018 | Q4 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Kingfisher Capital LLC | 6 | 1 | 0.71% | 0.83% | 0.95% | Q1 2014 | Q4 2015 | 7 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 7 |
NEXPOINT ASSET MANAGEMENT, L.P. | 7 | 7 | 0.03% | 0.13% | 0.23% | Q3 2019 | Q1 2021 | 7 |
COWEN INC. | 4 | 1 | 0.03% | 0.04% | 0.10% | Q1 2013 | Q3 2016 | 7 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.01% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 7 |
Fosun International Ltd | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2019 | 7 |
Welch Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 7 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 7 |
OXFORD ASSET MANAGEMENT LLP | 5 | 2 | 0.01% | 0.12% | 0.24% | Q1 2017 | Q4 2019 | 7 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 7 |
NS Partners Ltd | 7 | 7 | 0.46% | 0.73% | 1.00% | Q2 2015 | Q4 2016 | 7 |
CATAPULT CAPITAL MANAGEMENT LLC | 4 | 3 | 0.01% | 1.08% | 2.12% | Q3 2013 | Q2 2015 | 7 |
WealthTrust-Arizona, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2020 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.41% | 0.44% | 0.50% | Q4 2015 | Q2 2017 | 7 |
Oliver Luxxe Assets LLC | 3 | 2 | 0.27% | 1.15% | 1.82% | Q4 2015 | Q3 2022 | 7 |
Marquette Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Hudson Bay Capital Management LP | 2 | 1 | 0.04% | 0.16% | 0.30% | Q1 2014 | Q2 2020 | 7 |
Nicholas Investment Partners, LP | 5 | 2 | 0.07% | 0.11% | 0.21% | Q2 2014 | Q2 2016 | 7 |
Traynor Capital Management, Inc. | 6 | 1 | 0.11% | 0.38% | 0.69% | Q4 2014 | Q4 2017 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.09% | 0.16% | Q1 2014 | Q2 2023 | 7 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 7 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.05% | 0.14% | 0.24% | Q4 2015 | Q3 2023 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Tavio Capital LLC | 5 | 1 | 7.33% | 12.96% | 23.06% | Q4 2016 | Q2 2020 | 7 |
Baker Ellis Asset Management LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 1.04% | 2.05% | Q4 2014 | Q3 2016 | 7 |
Bell Asset Management Ltd | 7 | 7 | 1.21% | 1.44% | 1.74% | Q4 2017 | Q2 2019 | 7 |
Santa Fe Partners LLC | 3 | 2 | 0.13% | 0.28% | 0.51% | Q2 2013 | Q4 2015 | 7 |
Southpoint Capital Advisors LP | 7 | 7 | 1.26% | 6.93% | 11.48% | Q3 2015 | Q1 2017 | 7 |
HMS Capital Management, LLC | 7 | 7 | 0.38% | 0.87% | 1.26% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.10% | 0.19% | 0.26% | Q2 2013 | Q4 2014 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 7 | 7 | 0.10% | 0.92% | 1.16% | Q2 2015 | Q4 2016 | 7 |
Kathmere Capital Management, LLC | 7 | 7 | 0.05% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 5 | 2 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 7 |
Ullmann Wealth Partners Group, LLC | 4 | 1 | 0.05% | 0.27% | 0.56% | Q2 2017 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 7 | 7 | 0.03% | 0.22% | 0.36% | Q1 2022 | Q3 2023 | 7 |
WASHINGTON CAPITAL MANAGEMENT, INC | 7 | 7 | 0.35% | 0.53% | 0.74% | Q3 2020 | Q1 2022 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.11% | 0.21% | 0.34% | Q4 2016 | Q2 2018 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Pearl River Capital, LLC | 4 | 1 | 0.08% | 0.28% | 0.58% | Q4 2018 | Q2 2023 | 7 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.44% | 0.70% | 0.96% | Q3 2015 | Q1 2017 | 7 |
GOODWIN DANIEL L | 7 | 7 | 0.09% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 7 |
CSS LLC/IL | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 7 |
Trilogy Capital Inc. | 4 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 1.02% | 1.25% | 1.57% | Q4 2017 | Q2 2019 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.05% | 0.36% | 0.83% | Q2 2020 | Q3 2023 | 7 |
COBALT CAPITAL MANAGEMENT, INC. | 3 | 2 | 0.55% | 3.39% | 5.57% | Q2 2013 | Q4 2021 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Triasima Portfolio Management inc. | 7 | 7 | 0.07% | 0.37% | 0.52% | Q1 2022 | Q3 2023 | 7 |
MOODY LYNN & LIEBERSON, LLC | 6 | 1 | 0.02% | 0.28% | 0.90% | Q3 2015 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.10% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
EHP Funds Inc. | 7 | 7 | 0.54% | 0.71% | 0.91% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q4 2022 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Castellan Group | 7 | 7 | 2.56% | 2.71% | 2.89% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q2 2018 | 7 |
Hexagon Capital Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q1 2020 | 7 |
Peachtree Investment Partners, LLC | 7 | 7 | 0.38% | 2.34% | 3.30% | Q1 2022 | Q3 2023 | 7 |
APEX CAPITAL, LLC | 7 | 7 | 1.28% | 2.26% | 3.39% | Q1 2014 | Q3 2015 | 7 |
CLARK ESTATES INC/NY | 4 | 3 | 0.48% | 0.56% | 0.61% | Q1 2017 | Q3 2019 | 7 |
Athena Investment Management | 7 | 7 | 0.36% | 0.39% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.05% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Black Diamond Financial, LLC | 7 | 7 | 0.14% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Capitolis Advisors LLC | 7 | 7 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Alaethes Wealth LLC | 4 | 3 | 0.05% | 0.11% | 0.22% | Q2 2021 | Q3 2023 | 7 |
Byrne Asset Management LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Aspire Private Capital, LLC | 5 | 2 | 0.00% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 7 |
OSSIAM | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 7 |
MKT Advisors LLC | 6 | 1 | 0.16% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.10% | 0.51% | 1.06% | Q4 2019 | Q1 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.05% | 0.19% | 0.60% | Q4 2020 | Q1 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
WT Wealth Management | 7 | 7 | 0.10% | 0.55% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Wilson & Boucher Capital Management, LLC | 7 | 7 | 0.19% | 0.25% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Soltis Investment Advisors LLC | 7 | 7 | 0.26% | 0.34% | 0.73% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.10% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Marotta Asset Management | 4 | 3 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q4 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 4 | 1 | 0.01% | 0.40% | 0.74% | Q4 2015 | Q3 2023 | 7 |
Reilly Herbert Faulkner III | 7 | 7 | 1.59% | 2.19% | 2.77% | Q1 2015 | Q3 2016 | 7 |
First Bancorp, Inc /ME/ | 7 | 7 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.06% | 0.34% | Q1 2014 | Q1 2016 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 7 |
First Light Asset Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Oakworth Capital, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 7 |
Neuberger Berman Canada ULC | 4 | 1 | 0.20% | 0.37% | 0.57% | Q3 2013 | Q3 2016 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.38% | 0.41% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.08% | 0.35% | 0.56% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIDGEON TIMOTHY F | 6 | 6 | 0.12% | 0.26% | 0.46% | Q2 2014 | Q3 2015 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.03% | 0.08% | 0.13% | Q1 2016 | Q2 2017 | 6 |
ALERUS FINANCIAL NA | 6 | 6 | 0.05% | 0.20% | 0.41% | Q2 2016 | Q3 2017 | 6 |
NEW AMSTERDAM PARTNERS LLC/NY | 4 | 2 | 0.04% | 0.30% | 0.85% | Q2 2013 | Q2 2015 | 6 |
MAZAMA CAPITAL MANAGEMENT INC | 6 | 6 | 0.13% | 0.28% | 0.33% | Q2 2014 | Q3 2015 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.74% | 1.78% | 3.19% | Q2 2022 | Q3 2023 | 6 |
Hanlon Investment Management, Inc. | 5 | 1 | 0.08% | 0.16% | 0.43% | Q2 2016 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.19% | 0.40% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Balter Liquid Alternatives, LLC | 6 | 6 | 0.92% | 1.20% | 1.60% | Q1 2018 | Q2 2019 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.33% | 0.37% | 0.46% | Q1 2017 | Q2 2018 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
AIA Group Ltd | 6 | 6 | 0.01% | 0.05% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Ethic Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Nelson Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2019 | 6 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q2 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Shilanski & Associates, Inc. | 4 | 2 | 0.66% | 0.88% | 1.02% | Q1 2022 | Q3 2023 | 6 |
PRIVATE CAPITAL MANAGEMENT INC | 6 | 6 | 0.45% | 0.60% | 0.70% | Q4 2015 | Q1 2017 | 6 |
Aquila Investment Management LLC | 6 | 6 | 1.05% | 1.55% | 2.29% | Q2 2022 | Q3 2023 | 6 |
Tamarack Advisers, LP | 3 | 1 | 0.39% | 1.96% | 3.10% | Q4 2017 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.20% | 0.30% | 0.41% | Q2 2013 | Q3 2014 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.08% | 0.22% | 0.40% | Q3 2014 | Q1 2023 | 6 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q4 2015 | 6 |
ADVANCE CAPITAL I INC | 4 | 2 | 0.38% | 0.66% | 1.02% | Q2 2014 | Q4 2015 | 6 |
ARDSLEY ADVISORY PARTNERS LP | 4 | 1 | 0.05% | 0.10% | 0.32% | Q2 2013 | Q1 2020 | 6 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Soros Fund Management | 3 | 1 | 0.00% | 0.11% | 0.25% | Q4 2015 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Matterhorn Capital Management, LLC | 6 | 6 | 0.71% | 1.19% | 1.67% | Q2 2015 | Q3 2016 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 6 |
Investors Capital Advisory Services | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 6 |
Healthcare Value Capital, LLC | 6 | 6 | 2.47% | 4.49% | 5.86% | Q3 2019 | Q4 2020 | 6 |
PATTON FUND MANAGEMENT, INC. | 4 | 2 | 0.74% | 0.88% | 0.98% | Q4 2019 | Q4 2022 | 6 |
Ferguson Shapiro LLC | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
NVWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.09% | 0.12% | 0.14% | Q1 2015 | Q2 2016 | 6 |
McBroom & Associates, LLC | 6 | 6 | 0.30% | 0.39% | 0.54% | Q3 2022 | Q4 2023 | 6 |
Czech National Bank | 6 | 6 | 0.14% | 0.16% | 0.16% | Q3 2022 | Q4 2023 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Aldebaran Financial Inc. | 2 | 1 | 0.16% | 0.20% | 0.23% | Q3 2014 | Q3 2016 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NORTH RUN CAPITAL, LP | 6 | 6 | 6.46% | 9.28% | 13.42% | Q1 2016 | Q2 2017 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.24% | 0.54% | Q2 2013 | Q3 2014 | 6 |
AXS Investments LLC | 6 | 6 | 0.34% | 0.39% | 0.45% | Q2 2022 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2016 | 6 |
Systematic Alpha Investments, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.98% | 1.69% | 2.46% | Q1 2023 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.25% | 0.52% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.08% | 0.40% | Q4 2020 | Q3 2022 | 6 |
Avidity Partners Management LP | 2 | 2 | 1.21% | 2.39% | 4.54% | Q1 2020 | Q3 2023 | 6 |
American Beacon Advisors, Inc. | 6 | 6 | 1.22% | 1.32% | 1.49% | Q1 2017 | Q2 2018 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.00% | 0.04% | 0.19% | Q4 2014 | Q1 2016 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3 | 3 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2014 | 6 |
Conatus Capital Management LP | 6 | 6 | 3.34% | 3.78% | 4.35% | Q3 2013 | Q4 2014 | 6 |
M&R CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.41% | 0.56% | 0.69% | Q1 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 2 | 0.01% | 0.27% | 0.61% | Q4 2013 | Q3 2015 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.28% | 0.65% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.03% | 0.16% | 0.35% | Q4 2014 | Q3 2020 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.06% | 0.17% | 0.27% | Q4 2020 | Q1 2022 | 6 |
PDS Planning, Inc | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Gladius Capital Management LP | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.22% | 0.30% | 0.64% | Q2 2013 | Q3 2023 | 6 |
Pine River Capital Management L.P. | 4 | 2 | 0.01% | 0.13% | 0.50% | Q1 2014 | Q1 2016 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.01% | 1.44% | 1.70% | Q4 2021 | Q1 2023 | 6 |
Cumberland Partners Ltd | 4 | 2 | 0.23% | 1.70% | 2.73% | Q4 2014 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.03% | 0.11% | Q3 2021 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.20% | 0.86% | 1.29% | Q2 2013 | Q3 2014 | 6 |
NWK Group, Inc. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
CCM INVESTMENT ADVISERS LLC | 6 | 6 | 0.07% | 1.31% | 1.72% | Q2 2015 | Q3 2016 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 4 | 2 | 0.88% | 1.52% | 1.94% | Q1 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Cerebellum GP, LLC | 4 | 2 | 0.27% | 0.29% | 0.30% | Q2 2018 | Q4 2019 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.02% | 0.16% | 0.35% | Q1 2019 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
EverPoint Asset Management, LLC | 3 | 1 | 0.16% | 0.48% | 0.88% | Q2 2014 | Q4 2016 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.04% | 1.29% | 2.20% | Q3 2014 | Q4 2015 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Winning Points Advisors, LLC | 4 | 2 | 0.18% | 0.55% | 2.03% | Q1 2017 | Q3 2018 | 6 |
DT Investment Partners, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.08% | 0.47% | 1.58% | Q2 2019 | Q2 2023 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.01% | 0.44% | 1.42% | Q2 2013 | Q3 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.01% | 0.01% | 0.04% | Q3 2022 | Q4 2023 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.31% | 0.77% | 1.09% | Q4 2013 | Q4 2019 | 6 |
Page Arthur B | 5 | 5 | 0.21% | 0.31% | 0.41% | Q4 2014 | Q4 2015 | 5 |
Hi-Line Capital Management, LLC | 5 | 5 | 1.03% | 1.88% | 2.20% | Q4 2018 | Q4 2019 | 5 |
Cadence Bank | 5 | 5 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Apex Capital Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
SECTORAL ASSET MANAGEMENT INC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q3 2018 | 5 |
Verus Financial Partners, Inc. | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
NOESIS CAPITAL MANGEMENT CORP | 5 | 5 | 0.23% | 0.29% | 0.35% | Q2 2014 | Q2 2015 | 5 |
New Capital Management LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
New Jersey Better Educational Savings Trust | 5 | 5 | 0.36% | 0.42% | 0.48% | Q4 2015 | Q4 2016 | 5 |
Eversept Partners, LP | 5 | 5 | 0.96% | 1.68% | 2.24% | Q1 2021 | Q1 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.24% | 0.30% | 0.35% | Q4 2021 | Q4 2022 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.20% | 0.24% | 0.28% | Q2 2015 | Q2 2016 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 1.04% | 1.12% | 1.22% | Q3 2022 | Q3 2023 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 1 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q1 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.07% | 0.12% | 0.18% | Q1 2015 | Q1 2016 | 5 |
Kinneret Advisory, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.57% | 0.91% | 1.53% | Q3 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q4 2018 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.47% | 0.54% | 0.60% | Q2 2013 | Q2 2014 | 5 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.00% | 0.44% | 1.36% | Q1 2020 | Q3 2023 | 5 |
EASTERN BANK | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.05% | 0.20% | 0.76% | Q2 2013 | Q3 2015 | 5 |
Arden Trust Co | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q4 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
OneAscent Financial Services LLC | 5 | 5 | 0.09% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q2 2014 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Wills Financial Group, Inc. | 2 | 1 | 0.11% | 0.16% | 0.20% | Q3 2015 | Q3 2023 | 5 |
Heartland Bank & Trust Co | 3 | 1 | 0.20% | 0.73% | 1.52% | Q1 2021 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
UBP Investment Advisors SA | 5 | 5 | 0.24% | 0.52% | 0.76% | Q2 2021 | Q2 2022 | 5 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.09% | 0.28% | Q4 2017 | Q1 2020 | 5 |
Eldridge Investment Advisors, Inc. | 5 | 5 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2017 | 5 |
Foundry Partners, LLC | 5 | 5 | 0.06% | 0.75% | 1.05% | Q2 2014 | Q2 2015 | 5 |
Maven Securities LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Monument Capital Management | 5 | 5 | 0.15% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 0.80% | 0.86% | 0.95% | Q2 2020 | Q2 2021 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
EMERSON INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.58% | 0.78% | 1.03% | Q2 2013 | Q2 2014 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.11% | 0.30% | Q3 2016 | Q3 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 5 |
Virtus Investment Advisers, Inc. | 4 | 1 | 0.02% | 0.08% | 0.35% | Q3 2016 | Q4 2017 | 5 |
Berkshire Hathaway | 5 | 5 | 0.25% | 0.31% | 0.37% | Q1 2022 | Q1 2023 | 5 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.09% | 0.24% | Q4 2018 | Q2 2019 | 5 |
Levy Wealth Management Group, LLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 1.02% | 1.21% | 1.39% | Q3 2022 | Q3 2023 | 5 |
Brick & Kyle, Associates | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q1 2017 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.34% | 0.38% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 5 |
OneAscent Wealth Management LLC | 5 | 5 | 0.11% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
WD RUTHERFORD LLC | 5 | 5 | 0.98% | 1.07% | 1.16% | Q3 2022 | Q3 2023 | 5 |
Prairiewood Capital, LLC | 5 | 5 | 0.25% | 0.28% | 0.30% | Q4 2020 | Q4 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Five Oceans Advisors | 5 | 5 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.19% | 0.24% | 0.31% | Q4 2020 | Q4 2021 | 5 |
Beck Bode, LLC | 4 | 1 | 0.01% | 0.34% | 0.57% | Q2 2021 | Q4 2022 | 5 |
L. Roy Papp & Associates, LLP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2015 | Q3 2016 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q4 2021 | 5 |
CenturyLink Investment Management Co | 3 | 2 | 0.03% | 0.17% | 0.30% | Q1 2014 | Q2 2016 | 5 |
XTX Topco Ltd | 2 | 1 | 0.15% | 0.26% | 0.37% | Q1 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.04% | 0.44% | 1.02% | Q1 2021 | Q2 2023 | 5 |
MorganRosel Wealth Management, LLC | 4 | 1 | 0.32% | 0.46% | 0.56% | Q2 2022 | Q3 2023 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.34% | 0.75% | 0.92% | Q3 2014 | Q3 2015 | 5 |
Palouse Capital Management, Inc. | 3 | 2 | 0.90% | 1.01% | 1.21% | Q2 2013 | Q2 2016 | 5 |
Nebula Capital Management, LP | 5 | 5 | 2.07% | 2.85% | 3.74% | Q1 2015 | Q1 2016 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.13% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Anfield Capital Management, LLC | 4 | 1 | 0.00% | 0.16% | 0.22% | Q4 2019 | Q1 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.18% | Q3 2014 | Q3 2023 | 5 |
Union Investments & Development Ltd. | 5 | 5 | 0.10% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Claro Advisors LLC | 4 | 1 | 0.00% | 0.17% | 0.24% | Q4 2018 | Q3 2023 | 5 |
AMF Tjanstepension AB | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2014 | Q4 2015 | 5 |
Plancorp, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.24% | 0.59% | 0.86% | Q3 2022 | Q3 2023 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 1.01% | 1.13% | 1.34% | Q1 2016 | Q1 2017 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 0.07% | 0.49% | 1.14% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
BTC Capital Management, Inc. | 5 | 5 | 0.30% | 0.39% | 0.46% | Q3 2015 | Q3 2016 | 5 |
Roof Eidam Maycock Peralta, LLC | 5 | 5 | 0.41% | 0.51% | 0.57% | Q4 2014 | Q4 2015 | 5 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 5 | 5 | 0.53% | 0.66% | 0.81% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q2 2014 | 5 |
COOPERMAN LEON G | 5 | 5 | 1.18% | 1.48% | 1.66% | Q2 2013 | Q2 2014 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q4 2016 | 5 |
TradeLink Global Equity LLC | 3 | 2 | 0.19% | 0.36% | 0.62% | Q2 2013 | Q3 2014 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Man Investments Ltd | 5 | 5 | 0.12% | 0.19% | 0.33% | Q2 2013 | Q2 2014 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Kalos Management, Inc. | 4 | 4 | 0.01% | 1.67% | 2.26% | Q4 2015 | Q3 2016 | 5 |
Notis-McConarty Edward | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2014 | Q3 2015 | 5 |
AdvisorShares Investments LLC | 3 | 2 | 0.11% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 5 |
Arbor Wealth Management, LLC | 5 | 5 | 0.00% | 0.91% | 1.31% | Q2 2018 | Q2 2019 | 5 |
ARISTOTLE FUND, L.P. | 5 | 5 | 11.49% | 17.88% | 25.98% | Q4 2016 | Q4 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q1 2017 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.13% | 0.62% | Q2 2013 | Q2 2021 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Integre Asset Management, LLC | 3 | 2 | 0.20% | 1.33% | 2.31% | Q2 2013 | Q4 2015 | 5 |
Locust Wood Capital Advisers | 5 | 5 | 0.62% | 1.68% | 2.46% | Q4 2013 | Q4 2014 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q3 2017 | 5 |
Stuart Chaussee & Associates, Inc. | 4 | 1 | 0.00% | 0.04% | 0.05% | Q4 2015 | Q1 2021 | 5 |
Pegasus Partners Ltd. | 4 | 1 | 0.04% | 0.20% | 0.34% | Q1 2016 | Q3 2023 | 5 |
WEXFORD CAPITAL LP | 4 | 1 | 0.07% | 0.59% | 1.97% | Q4 2013 | Q3 2015 | 5 |
Guidant Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 5 |
PAYDEN & RYGEL | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Tappan Street Partners LLC | 4 | 4 | 5.65% | 10.51% | 13.69% | Q4 2015 | Q3 2016 | 4 |
Bellevue Asset Management AG | 4 | 4 | 1.24% | 1.28% | 1.29% | Q1 2015 | Q4 2015 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.57% | 0.64% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Gyrus Investment Management Inc. | 4 | 4 | 0.50% | 0.53% | 0.57% | Q2 2014 | Q1 2015 | 4 |
Staton Financial Advisors, LLC | 4 | 4 | 1.45% | 2.52% | 3.14% | Q1 2016 | Q4 2016 | 4 |
Community Capital Management, LLC | 4 | 4 | 0.35% | 0.37% | 0.39% | Q4 2020 | Q3 2021 | 4 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.53% | 0.61% | 0.76% | Q2 2017 | Q1 2018 | 4 |
Simplify Asset Management Inc. | 4 | 4 | 0.01% | 0.15% | 0.35% | Q1 2022 | Q4 2022 | 4 |
Delphi Private Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Krane Funds Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 4 |
Tradeworx Inc. | 3 | 1 | 0.16% | 0.26% | 0.34% | Q1 2013 | Q2 2014 | 4 |
Orion Capital Management LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.06% | 0.15% | 0.27% | Q3 2014 | Q2 2015 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Palisades Hudson Asset Management, L.P. | 2 | 2 | 0.11% | 0.14% | 0.19% | Q1 2015 | Q3 2023 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2017 | Q3 2018 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.09% | 0.29% | 0.67% | Q4 2020 | Q3 2023 | 4 |
Homrich & Berg | 1 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2020 | 4 |
Tranquilli Financial Advisor LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.36% | 0.43% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.05% | 0.18% | 0.41% | Q4 2019 | Q3 2021 | 4 |
Paulson & Co. | 4 | 4 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q3 2016 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2014 | Q2 2015 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.14% | 0.23% | 0.29% | Q2 2020 | Q1 2021 | 4 |
CWA Asset Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hemenway Trust Co LLC | 3 | 1 | 0.06% | 0.15% | 0.20% | Q2 2015 | Q2 2016 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q3 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Iron Triangle Partners LP | 3 | 1 | 3.28% | 3.70% | 4.45% | Q4 2019 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.16% | 0.42% | 0.64% | Q2 2013 | Q1 2014 | 4 |
Yellowstone Partners, LLC | 4 | 4 | 0.14% | 1.32% | 2.78% | Q3 2015 | Q2 2016 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
TOEWS CORP /ADV | 3 | 1 | 0.37% | 0.62% | 0.85% | Q2 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.13% | 0.17% | 0.22% | Q2 2013 | Q1 2014 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.26% | 0.31% | 0.34% | Q3 2014 | Q2 2015 | 4 |
ASCEND CAPITAL, LLC | 4 | 4 | 0.19% | 0.34% | 0.42% | Q2 2013 | Q1 2014 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
West Family Investments, Inc. | 4 | 4 | 0.10% | 0.18% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Kerrisdale Advisers, LLC | 4 | 4 | 1.04% | 3.36% | 5.71% | Q3 2015 | Q2 2016 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.10% | 0.38% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.18% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.04% | 0.28% | 1.00% | Q3 2022 | Q3 2023 | 4 |
Centric Wealth Management | 2 | 2 | 0.00% | 0.15% | 0.39% | Q4 2020 | Q1 2021 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.86% | 0.94% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Kinsale Capital Group, Inc. | 4 | 4 | 0.34% | 0.83% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.16% | 0.68% | 0.90% | Q4 2022 | Q3 2023 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.84% | 0.93% | 1.01% | Q4 2022 | Q3 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.03% | 0.11% | 0.26% | Q1 2021 | Q2 2023 | 4 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q3 2014 | Q2 2015 | 4 |
Waratah Capital Advisors Ltd. | 4 | 4 | 0.91% | 1.60% | 3.11% | Q4 2014 | Q3 2015 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Steamboat Capital Partners, LLC | 4 | 4 | 13.85% | 16.88% | 18.39% | Q4 2015 | Q3 2016 | 4 |
Occidental Asset Management, LLC | 4 | 4 | 0.20% | 0.25% | 0.35% | Q3 2018 | Q2 2019 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.62% | 0.73% | 0.94% | Q4 2022 | Q3 2023 | 4 |
MQS Management LLC | 4 | 4 | 0.37% | 0.42% | 0.54% | Q3 2022 | Q2 2023 | 4 |
Twin Securities, Inc. | 2 | 2 | 1.28% | 4.70% | 12.36% | Q1 2014 | Q2 2014 | 4 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Winfield Associates, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 4 |
SHIKIAR ASSET MANAGEMENT INC | 4 | 4 | 0.40% | 1.46% | 2.38% | Q4 2016 | Q3 2017 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Endurance Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
KG&L Capital Management,LLC | 4 | 4 | 0.36% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
MONTAGE INVESTMENTS, LLC | 4 | 4 | 0.68% | 0.83% | 0.98% | Q4 2015 | Q3 2016 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.69% | 1.79% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.20% | 0.32% | 0.52% | Q1 2016 | Q4 2016 | 4 |
McNamara Financial Services, Inc. | 4 | 4 | 1.30% | 1.73% | 1.96% | Q4 2014 | Q3 2015 | 4 |
Omega Advisors Inc. | 4 | 4 | 1.87% | 2.34% | 2.52% | Q3 2014 | Q2 2015 | 4 |
WealthStone, Inc. | 4 | 4 | 0.10% | 0.12% | 0.17% | Q2 2020 | Q1 2021 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
RiverGlades Family Offices LLC | 2 | 1 | 0.18% | 0.28% | 0.34% | Q4 2017 | Q2 2019 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.68% | 0.75% | 0.81% | Q1 2017 | Q4 2017 | 4 |
ICICI Prudential Asset Management Co Ltd | 4 | 4 | 0.43% | 1.45% | 2.10% | Q4 2016 | Q3 2017 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Consolidated Investment Group LLC | 4 | 4 | 0.18% | 1.12% | 1.59% | Q1 2018 | Q4 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.14% | 0.19% | 0.25% | Q1 2016 | Q4 2016 | 4 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 4 | 1.30% | 1.73% | 1.96% | Q4 2014 | Q3 2015 | 4 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Settian Capital LP | 4 | 4 | 1.48% | 1.69% | 1.84% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 1.26% | 1.44% | 1.63% | Q1 2022 | Q2 2022 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.54% | 0.68% | 0.95% | Q1 2016 | Q3 2023 | 4 |
Boltwood Capital Management | 4 | 4 | 0.47% | 0.56% | 0.65% | Q1 2016 | Q4 2016 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.22% | 0.28% | 0.35% | Q2 2013 | Q1 2014 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 4 |
Hawk Ridge Capital Management | 4 | 4 | 2.14% | 2.34% | 2.47% | Q4 2016 | Q3 2017 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2019 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.19% | 1.69% | 4.42% | Q1 2022 | Q4 2022 | 4 |
Hollow Brook Wealth Management LLC | 4 | 4 | 0.98% | 1.61% | 2.10% | Q4 2015 | Q3 2016 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 2.48% | 2.69% | 2.95% | Q4 2022 | Q3 2023 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.59% | 0.62% | 0.65% | Q1 2015 | Q4 2015 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.00% | 0.08% | 0.10% | Q4 2018 | Q3 2022 | 4 |
LBP AM SA | 4 | 4 | 0.05% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
KENSICO CAPITAL MANAGEMENT CORP | 4 | 4 | 0.34% | 0.84% | 1.17% | Q4 2017 | Q3 2018 | 4 |
Measured Wealth Private Client Group, LLC | 3 | 1 | 0.04% | 0.10% | 0.16% | Q3 2018 | Q4 2022 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.04% | 0.12% | 0.17% | Q3 2014 | Q3 2015 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.18% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
TOWLE & CO | 4 | 4 | 0.06% | 0.15% | 0.23% | Q1 2022 | Q4 2022 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.19% | 0.23% | 0.30% | Q3 2022 | Q2 2023 | 4 |
BURKE & HERBERT BANK & TRUST CO | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Gateway Advisory, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Westshore Wealth, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.60% | 0.64% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 0.95% | 1.40% | 1.70% | Q2 2017 | Q1 2018 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.18% | 0.23% | 0.25% | Q4 2020 | Q3 2023 | 4 |
Artisan Partners Limited Partnership | 4 | 4 | 0.08% | 0.24% | 0.34% | Q2 2022 | Q1 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Aquatic Capital Management LLC | 4 | 4 | 0.16% | 0.32% | 0.59% | Q2 2022 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MID CONTINENT CAPITAL LLC/IL | 3 | 1 | 0.04% | 0.58% | 1.25% | Q3 2013 | Q3 2015 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
TradeLink Capital LLC | 4 | 4 | 0.32% | 0.50% | 0.79% | Q2 2015 | Q1 2016 | 4 |
Fusion Investment Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.25% | 0.46% | 0.66% | Q1 2015 | Q4 2015 | 4 |
Taylor Hoffman Wealth Management | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
NORRIS PERNE & FRENCH LLP/MI | 4 | 4 | 0.36% | 0.52% | 0.63% | Q4 2015 | Q3 2016 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.24% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Adero Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 1.07% | 2.21% | Q2 2017 | Q1 2023 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.03% | 0.06% | 0.14% | Q3 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
HORAN CAPITAL MANAGEMENT | 4 | 4 | 0.50% | 1.09% | 1.74% | Q2 2018 | Q1 2019 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.20% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 1.80% | 2.01% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
SMITH HAYES Advisers, Inc | 4 | 4 | 0.16% | 0.17% | 0.18% | Q3 2014 | Q2 2015 | 4 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 4 |
HENDLEY & CO INC | 4 | 4 | 0.62% | 0.74% | 0.81% | Q3 2015 | Q2 2016 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Cardinal Point Capital Management, ULC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CHOREO, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.09% | 0.25% | 0.54% | Q2 2013 | Q1 2014 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.51% | 0.70% | 0.95% | Q3 2021 | Q2 2022 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.26% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
DELTEC ASSET MANAGEMENT LLC | 4 | 4 | 0.18% | 0.37% | 0.87% | Q3 2015 | Q2 2016 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.02% | 0.10% | 0.32% | Q1 2020 | Q4 2020 | 4 |
CADIAN CAPITAL MANAGEMENT, LP | 4 | 4 | 0.73% | 1.10% | 1.52% | Q4 2013 | Q3 2014 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.90% | 1.83% | Q2 2013 | Q2 2021 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
FDO Partners, LLC | 3 | 1 | 0.14% | 0.59% | 1.12% | Q1 2016 | Q1 2017 | 4 |
OPSEU Pension Plan Trust Fund | 4 | 4 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 0.00% | 0.27% | 0.40% | Q4 2017 | Q3 2018 | 4 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.42% | 0.44% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 0.98% | 1.07% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Poehling Capital Management, INC. | 4 | 4 | 0.53% | 0.57% | 0.65% | Q3 2018 | Q2 2019 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.27% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 4 | 4 | 0.54% | 1.23% | 3.00% | Q4 2013 | Q3 2014 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.30% | 0.36% | 0.45% | Q4 2022 | Q3 2023 | 4 |
PURA VIDA INVESTMENTS, LLC | 2 | 1 | 1.15% | 1.48% | 2.18% | Q4 2014 | Q1 2021 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
EAGLE GLOBAL ADVISORS LLC | 4 | 4 | 0.05% | 0.09% | 0.12% | Q1 2016 | Q4 2016 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.26% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.59% | 0.61% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Geneva Partners, LLC | 2 | 2 | 0.91% | 2.08% | 3.02% | Q3 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 4 |
Innovative Portfolios | 4 | 4 | 0.76% | 0.82% | 0.86% | Q1 2021 | Q4 2021 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2015 | 4 |
E Fund Management Co., Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Balboa Wealth Partners | 3 | 1 | 0.10% | 0.19% | 0.29% | Q3 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.32% | 1.11% | Q3 2016 | Q2 2023 | 4 |
Freemont Management S.A. | 4 | 4 | 0.69% | 0.75% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.16% | 0.37% | 0.65% | Q3 2019 | Q3 2023 | 4 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.07% | 0.15% | Q4 2014 | Q2 2022 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q4 2013 | Q2 2015 | 4 |
LUCUS ADVISORS LLC | 2 | 2 | 0.29% | 0.37% | 0.48% | Q2 2016 | Q2 2017 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.67% | 1.01% | Q1 2017 | Q4 2017 | 4 |
SMITH SHELLNUT WILSON LLC /ADV | 4 | 4 | 0.20% | 0.26% | 0.34% | Q4 2016 | Q3 2017 | 4 |
BMS Financial Advisors, LLC | 4 | 4 | 0.22% | 0.25% | 0.26% | Q3 2022 | Q2 2023 | 4 |
Hummer Financial Advisory Services Inc | 2 | 2 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.24% | 0.34% | 0.43% | Q4 2021 | Q3 2022 | 4 |
TLP GROUP LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q4 2016 | Q2 2018 | 4 |
Lebenthal Global Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 2.28% | 3.36% | 5.07% | Q2 2014 | Q2 2015 | 4 |
HAYS ADVISORY LLC | 3 | 3 | 1.69% | 1.93% | 2.12% | Q2 2013 | Q4 2013 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 1.65% | 1.75% | 1.82% | Q4 2014 | Q2 2015 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
APPLETON PARTNERS INC/MA | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.51% | 0.58% | 0.64% | Q1 2022 | Q3 2022 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.14% | 0.19% | 0.29% | Q3 2015 | Q1 2016 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 3 |
PORTLAND INVESTMENT COUNSEL INC. | 3 | 3 | 6.45% | 8.49% | 11.18% | Q4 2018 | Q2 2019 | 3 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q2 2017 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 3.06% | 5.13% | 6.46% | Q2 2013 | Q4 2013 | 3 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.10% | 0.19% | 0.23% | Q2 2020 | Q1 2022 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
RAYNER & HAYNOR | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2014 | Q3 2014 | 3 |
DAVIDSON TRUST CO | 3 | 3 | 0.30% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
RBF Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q2 2015 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.08% | 0.12% | Q1 2014 | Q4 2015 | 3 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 0.00% | 0.08% | 0.18% | Q4 2013 | Q1 2014 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.38% | 0.43% | 0.46% | Q4 2014 | Q2 2015 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 3 |
DSC Advisors, L.P. | 2 | 1 | 0.07% | 2.09% | 6.00% | Q2 2015 | Q2 2022 | 3 |
Willis Investment Counsel | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Maple Capital Management, Inc. | 3 | 3 | 1.45% | 1.52% | 1.61% | Q2 2013 | Q4 2013 | 3 |
Permit Capital, LLC | 3 | 3 | 2.28% | 2.72% | 3.03% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Investment Partners, LLC | 3 | 3 | 0.08% | 1.93% | 2.97% | Q1 2016 | Q3 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Dunvegan Associates, Inc. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q4 2015 | 3 |
P.R. Herzig & Co. Inc. | 2 | 1 | 0.42% | 0.49% | 0.56% | Q3 2016 | Q2 2017 | 3 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 3 |
Horrell Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Ionic Capital Management LLC | 1 | 1 | 0.10% | 0.43% | 0.60% | Q2 2020 | Q2 2020 | 3 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2017 | Q2 2018 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.19% | 0.22% | 0.26% | Q4 2013 | Q1 2015 | 3 |
Parametric Risk Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Night Owl Capital Management, LLC | 3 | 3 | 0.13% | 2.21% | 3.27% | Q4 2014 | Q2 2015 | 3 |
MIG Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 3 |
Redmile Group, LLC | 2 | 1 | 0.75% | 2.12% | 3.64% | Q3 2014 | Q1 2017 | 3 |
GLG INC. | 3 | 3 | 0.13% | 0.19% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.23% | 0.34% | 0.53% | Q3 2013 | Q3 2015 | 3 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.98% | 2.19% | 3.25% | Q4 2013 | Q1 2015 | 3 |
Meritage Group LP | 3 | 3 | 3.92% | 4.72% | 5.38% | Q1 2016 | Q3 2016 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
Dominick & Dominick LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q2 2014 | Q4 2014 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q4 2016 | Q2 2017 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 1 | 0.47% | 0.53% | 0.65% | Q2 2013 | Q2 2014 | 3 |
McKinley Carter Wealth Services, Inc. | 2 | 1 | 0.02% | 0.17% | 0.27% | Q1 2018 | Q3 2023 | 3 |
SPROTT INC. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Black Creek Investment Management Inc. | 3 | 3 | 3.64% | 4.33% | 4.80% | Q2 2013 | Q4 2013 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 0.91% | 1.24% | 1.44% | Q4 2013 | Q2 2014 | 3 |
Telemetry Investments, L.L.C. | 2 | 1 | 0.11% | 1.49% | 4.15% | Q1 2015 | Q2 2019 | 3 |
Independent Order of Foresters | 3 | 3 | 0.16% | 0.38% | 0.52% | Q2 2013 | Q4 2013 | 3 |
Alerus Investment Advisors Corp | 3 | 3 | 0.50% | 0.52% | 0.55% | Q3 2015 | Q1 2016 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Glaxis Capital Management, LLC | 2 | 1 | 1.74% | 2.98% | 4.04% | Q2 2013 | Q1 2014 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 2.36% | 2.59% | 2.85% | Q2 2013 | Q4 2013 | 3 |
BBT Capital Management, LLC | 1 | 1 | 0.08% | 0.26% | 0.44% | Q2 2015 | Q2 2019 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
BLOOM TREE PARTNERS, LLC | 3 | 3 | 3.92% | 4.07% | 4.23% | Q1 2017 | Q3 2017 | 3 |
BTG Pactual Global Asset Management Ltd | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Corbenic Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.09% | 0.14% | 0.24% | Q2 2014 | Q4 2014 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2013 | Q4 2016 | 3 |
Egerton Capital (UK) LLP | 3 | 3 | 1.58% | 1.83% | 2.13% | Q2 2014 | Q4 2014 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.06% | 0.14% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Tourbillon Capital Partners, L.P. | 3 | 3 | 0.84% | 1.28% | 1.56% | Q1 2017 | Q3 2017 | 3 |
Junto Capital Management LP | 1 | 1 | 0.68% | 1.12% | 1.59% | Q1 2022 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Rench Wealth Management, Inc. | 3 | 3 | 0.28% | 0.29% | 0.30% | Q4 2017 | Q2 2018 | 3 |
Vilas Fund, LP | 3 | 3 | 1.63% | 1.93% | 2.50% | Q4 2018 | Q2 2019 | 3 |
IPG Investment Advisors LLC | 2 | 1 | 0.39% | 1.00% | 1.42% | Q2 2015 | Q2 2021 | 3 |
Confluence Wealth Management LLC | 3 | 3 | 0.31% | 0.36% | 0.39% | Q1 2016 | Q3 2016 | 3 |
Hitchwood Capital Management LP | 2 | 1 | 0.36% | 1.74% | 2.70% | Q2 2016 | Q1 2017 | 3 |
FolioMetrix LLC | 3 | 3 | 0.23% | 0.32% | 0.47% | Q4 2014 | Q2 2015 | 3 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 3 |
Pluribus Labs, LLC | 3 | 3 | 0.22% | 0.71% | 1.01% | Q4 2021 | Q2 2022 | 3 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.07% | 0.16% | 0.35% | Q3 2016 | Q4 2021 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q4 2015 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Orbis Allan Gray Ltd | 2 | 1 | 0.01% | 0.36% | 0.56% | Q1 2016 | Q2 2019 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q4 2016 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2018 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 1.08% | 1.86% | 2.59% | Q3 2019 | Q1 2020 | 3 |
Ironwood Wealth Management, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.01% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CPWM, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q2 2022 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 3 |
McIlrath & Eck, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 3 |
Stratos Investment Management, LLC | 2 | 1 | 0.07% | 0.22% | 0.51% | Q1 2019 | Q3 2023 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.87% | 2.11% | 4.25% | Q1 2022 | Q4 2022 | 3 |
Kovack Advisors, Inc. | 2 | 1 | 0.04% | 0.09% | 0.18% | Q2 2015 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.11% | 0.13% | 0.16% | Q4 2017 | Q3 2019 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
MANA Advisors LLC | 1 | 1 | 1.01% | 1.26% | 1.77% | Q2 2018 | Q3 2020 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
VISTA INVESTMENT MANAGEMENT | 3 | 3 | 0.20% | 0.22% | 0.25% | Q4 2017 | Q2 2018 | 3 |
Hall Private Wealth Advisors | 2 | 1 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 3 |
Optima Fund Management LLC | 3 | 3 | 1.67% | 1.90% | 2.09% | Q4 2018 | Q2 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Advisory Resource Group | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CRA Financial Services, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.30% | 0.44% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Invenomic Capital Management LP | 2 | 1 | 0.20% | 1.08% | 1.68% | Q2 2020 | Q4 2021 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Carolina Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Stonehage Fleming (UK) Ltd | 3 | 3 | 0.95% | 1.24% | 1.42% | Q4 2013 | Q2 2014 | 3 |
PYA Waltman Capital, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Investment Research & Advisory Group, Inc. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Investment Management Corp of Ontario | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q2 2023 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q4 2023 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.28% | 0.29% | 0.29% | Q1 2023 | Q3 2023 | 3 |
IAM Advisory, LLC | 3 | 3 | 0.43% | 0.52% | 0.58% | Q1 2023 | Q3 2023 | 3 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.17% | 0.24% | Q3 2020 | Q3 2023 | 3 |
F/M Investments LLC | 3 | 3 | 0.81% | 1.03% | 1.31% | Q3 2021 | Q1 2022 | 3 |
Coulter & Justus Financial Services, LLC | 2 | 1 | 0.24% | 0.38% | 0.64% | Q4 2021 | Q3 2022 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.01% | 0.48% | 0.81% | Q4 2020 | Q3 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
PGIM Custom Harvest LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.20% | 0.44% | Q2 2022 | Q3 2022 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 3 |
CenterBook Partners LP | 2 | 1 | 0.04% | 0.23% | 0.35% | Q4 2022 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.13% | 0.20% | 0.24% | Q3 2022 | Q1 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.44% | 0.56% | 0.72% | Q3 2021 | Q1 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 3 |
Caldwell Investment Management Ltd. | 2 | 1 | 1.05% | 1.42% | 1.80% | Q3 2022 | Q3 2023 | 3 |
Pavadi Capital LLC | 2 | 1 | 1.47% | 3.14% | 6.29% | Q4 2021 | Q1 2023 | 3 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 3 |
DIXON FNANCIAL SERVICES, INC. | 2 | 1 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q2 2022 | 3 |
CTC Capital Management, LLC | 3 | 3 | 0.46% | 1.27% | 2.44% | Q2 2022 | Q4 2022 | 3 |
PARAGON FINANCIAL PARTNERS, INC. | 2 | 1 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.09% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.17% | 0.57% | 1.37% | Q4 2022 | Q2 2023 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.22% | 0.78% | 1.35% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.38% | 0.40% | 0.44% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.30% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Disciplina Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.08% | 0.11% | 0.13% | Q2 2017 | Q4 2017 | 3 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 3 | 0.03% | 0.08% | 0.13% | Q3 2015 | Q1 2016 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
RUDMAN ERROL M | 2 | 1 | 0.76% | 1.31% | 1.65% | Q1 2017 | Q4 2017 | 3 |
Weitz Investment Management | 3 | 3 | 0.32% | 0.36% | 0.40% | Q1 2016 | Q3 2016 | 3 |
SKBA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.17% | 0.33% | 0.46% | Q2 2013 | Q4 2013 | 3 |
INVESCO, LLC | 2 | 2 | 1.96% | 2.03% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.41% | 0.75% | Q4 2022 | Q3 2023 | 2 |
OAK RIDGE INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Vertex Planning Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.35% | 0.35% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Tiger Eye Capital LLC | 2 | 2 | 1.04% | 1.16% | 1.28% | Q1 2015 | Q2 2015 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q4 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.11% | 0.16% | 0.22% | Q4 2017 | Q1 2020 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 1.25% | 1.29% | 1.33% | Q3 2019 | Q4 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.74% | 0.74% | 0.75% | Q3 2023 | Q4 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.08% | 0.16% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Maj Invest Holding A/S | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Opes Advisors Inc | 2 | 2 | 0.19% | 0.23% | 0.26% | Q1 2017 | Q2 2017 | 2 |
NORTH TIDE CAPITAL, LLC | 2 | 2 | 5.49% | 10.94% | 16.38% | Q2 2017 | Q3 2017 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.30% | 0.51% | 0.72% | Q1 2022 | Q2 2022 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q2 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.87% | 0.97% | 1.08% | Q1 2015 | Q2 2015 | 2 |
Norway Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Adamant Biomedical Investments AG | 2 | 2 | 1.99% | 2.01% | 2.03% | Q3 2014 | Q4 2014 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 2 |
Mraz, Amerine & Associates, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Hudson Capital Management LLC | 2 | 2 | 0.17% | 0.20% | 0.24% | Q4 2017 | Q1 2018 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.20% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.89% | 0.92% | 0.94% | Q1 2014 | Q2 2014 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.40% | 0.42% | 0.44% | Q4 2018 | Q4 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2014 | Q3 2014 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2016 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.30% | 0.31% | 0.32% | Q3 2017 | Q4 2017 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q1 2019 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.06% | 0.09% | 0.13% | Q2 2017 | Q3 2018 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q4 2020 | Q1 2021 | 2 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.14% | 0.17% | 0.19% | Q4 2016 | Q1 2017 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2017 | 2 |
LMR Master Fund Ltd | 1 | 1 | 0.36% | 0.39% | 0.43% | Q2 2013 | Q4 2013 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q2 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2016 | Q3 2016 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Hall Kathryn A. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2014 | Q1 2015 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q1 2014 | Q1 2014 | 2 |
Catamount Wealth Management | 2 | 2 | 2.63% | 2.65% | 2.68% | Q1 2015 | Q2 2015 | 2 |
Kepos Capital LP | 1 | 1 | 0.09% | 0.20% | 0.30% | Q2 2018 | Q4 2019 | 2 |
Enlightenment Research, LLC | 1 | 1 | 1.19% | 1.43% | 1.67% | Q1 2020 | Q2 2022 | 2 |
Lumina Fund Management LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
iAB Financial Bank | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q4 2021 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.25% | 0.40% | 0.55% | Q4 2022 | Q1 2023 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.44% | 0.52% | 0.60% | Q4 2015 | Q1 2016 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.08% | 0.15% | Q3 2020 | Q2 2023 | 2 |
Breithorn Capital Management | 2 | 2 | 3.22% | 3.51% | 3.79% | Q1 2017 | Q2 2017 | 2 |
Voleon Capital Management LP | 1 | 1 | 0.34% | 0.41% | 0.49% | Q2 2019 | Q4 2019 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.15% | 0.21% | 0.26% | Q4 2017 | Q1 2018 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.36% | 0.37% | 0.39% | Q1 2020 | Q2 2020 | 2 |
Activest Wealth Management | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Oribel Capital Management, LP | 2 | 2 | 0.16% | 1.92% | 3.69% | Q2 2023 | Q3 2023 | 2 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q1 2016 | Q2 2016 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.12% | 0.24% | Q2 2017 | Q3 2017 | 2 |
Providence First Trust Co | 2 | 2 | 0.50% | 0.55% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.23% | 1.25% | 1.27% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Appaloosa LP | 2 | 2 | 0.24% | 0.46% | 0.68% | Q4 2016 | Q1 2017 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.27% | 0.31% | 0.36% | Q4 2013 | Q1 2014 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Camber Capital Management LP | 2 | 2 | 4.26% | 4.42% | 4.59% | Q3 2018 | Q4 2018 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Scion Asset Management | 1 | 1 | 4.27% | 5.27% | 6.27% | Q4 2018 | Q2 2021 | 2 |
CQS Cayman LP | 2 | 2 | 0.54% | 0.63% | 0.72% | Q1 2016 | Q2 2016 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.10% | 0.34% | 0.58% | Q3 2019 | Q3 2019 | 2 |
ARGENT TRUST Co | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2016 | Q3 2016 | 2 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 2 | 2 | 1.00% | 1.02% | 1.04% | Q4 2016 | Q1 2017 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.62% | 0.63% | 0.63% | Q1 2021 | Q2 2021 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 1.59% | 1.64% | 1.70% | Q2 2016 | Q3 2016 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.07% | 0.37% | 0.67% | Q1 2021 | Q2 2021 | 2 |
BFSG, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
High Pines Wealth Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Capital World Investors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 2 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Seven Bridges Advisors LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q4 2015 | Q1 2016 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.17% | 0.31% | Q4 2016 | Q4 2016 | 2 |
Taylor Frigon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2015 | Q2 2015 | 2 |
UNITED BANK, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Longbow Finance SA | 2 | 2 | 0.78% | 1.42% | 2.05% | Q4 2022 | Q1 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2018 | 2 |
Sonora Investment Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
SENECA CAPITAL INVESTMENTS, L.P. | 2 | 2 | 2.07% | 2.28% | 2.50% | Q1 2014 | Q2 2014 | 2 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.19% | 0.20% | 0.21% | Q4 2015 | Q2 2016 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.69% | 0.76% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Phocas Financial Corp. | 2 | 2 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q4 2015 | 2 |
JGP Wealth Management, LLC | 2 | 2 | 1.22% | 1.28% | 1.35% | Q1 2019 | Q2 2019 | 2 |
Portolan Capital Management | 2 | 2 | 0.44% | 0.58% | 0.72% | Q1 2016 | Q2 2016 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2017 | Q4 2021 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.15% | 0.31% | 0.47% | Q1 2023 | Q2 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q1 2018 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Quad Capital Management Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Quadrant Capital Management, LLC | 2 | 2 | 0.93% | 1.35% | 1.77% | Q3 2015 | Q4 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2017 | Q3 2017 | 2 |
Hikari Power Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
STRALEM & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.09% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 2 |
Stewardship Financial Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Baron Wealth Management LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2023 | Q4 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2015 | Q1 2018 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q1 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 2 |
CG Asset Management LLC | 2 | 2 | 0.10% | 0.30% | 0.50% | Q2 2015 | Q3 2015 | 2 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 4.99% | 6.47% | 7.96% | Q4 2016 | Q2 2017 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q3 2015 | Q4 2015 | 2 |
Trustees of Dartmouth College | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NewFocus Financial Group, LLC | 2 | 2 | 0.52% | 0.57% | 0.63% | Q3 2020 | Q4 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Boussard & Gavaudan Asset Management LP | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2013 | Q1 2014 | 2 |
Orbis Investment Management (U.S.), L.P. | 2 | 2 | 2.74% | 2.95% | 3.17% | Q1 2016 | Q2 2016 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.35% | 0.54% | 0.74% | Q1 2014 | Q2 2014 | 2 |
DENALI ADVISORS LLC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Biltmore Wealth Management, LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q3 2017 | Q4 2017 | 2 |
HARVEST MANAGEMENT LLC | 2 | 2 | 0.56% | 1.04% | 1.51% | Q1 2014 | Q2 2014 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Trust Investment Advisors | 2 | 2 | 0.26% | 0.28% | 0.30% | Q3 2022 | Q4 2022 | 2 |
STRATTON MANAGEMENT CO | 2 | 2 | 0.40% | 0.41% | 0.42% | Q3 2015 | Q4 2015 | 2 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CANYON CAPITAL ADVISORS LLC | 2 | 2 | 0.77% | 1.11% | 1.45% | Q1 2017 | Q2 2017 | 2 |
Formidable Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2021 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.90% | 0.98% | 1.05% | Q3 2019 | Q1 2020 | 2 |
Cercano Management LLC | 2 | 2 | 0.70% | 0.75% | 0.80% | Q2 2023 | Q3 2023 | 2 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.37% | 0.74% | Q1 2023 | Q2 2023 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 2 |
Golden Green, Inc. | 2 | 2 | 0.83% | 0.85% | 0.88% | Q3 2022 | Q4 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q4 2014 | Q1 2015 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.20% | 0.40% | Q2 2015 | Q3 2015 | 2 |
Polar Capital Holdings Plc | 2 | 2 | 0.69% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
McLean Asset Management Corp | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2023 | Q4 2023 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.17% | 0.34% | 0.50% | Q3 2015 | Q4 2015 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.57% | 0.66% | 0.76% | Q3 2013 | Q4 2013 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Opes Wealth Management LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DEFINED WEALTH MANAGEMENT, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2009 | Q4 2009 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2020 | Q3 2020 | 1 |
SENZAR ASSET MANAGEMENT, LLC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q2 2018 | Q2 2018 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
FLIPPIN BRUCE & PORTER INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
King Wealth Management Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Idaho Trust Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CLEARBRIDGE, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2018 | Q4 2018 | 1 |
Capital International Investors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2016 | Q4 2016 | 1 |
Semper Trust Co. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2013 | Q4 2013 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 4.23% | 4.23% | 4.23% | Q1 2016 | Q1 2016 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q1 2014 | Q1 2014 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2016 | Q2 2016 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2017 | Q2 2017 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Axel Capital Management, LLC | 1 | 1 | 9.71% | 9.71% | 9.71% | Q1 2022 | Q1 2022 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2022 | Q4 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2020 | Q1 2020 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2013 | Q2 2013 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Archon Partners LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2021 | Q2 2021 | 1 |
Centaur Capital | 1 | 1 | 4.46% | 4.46% | 4.46% | Q2 2018 | Q2 2018 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Gerry Farber, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2014 | Q1 2014 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Impax Asset Management LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Taylor, Cottrill LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2015 | Q4 2015 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2016 | Q3 2016 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Birch Hill Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2017 | Q1 2017 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
Laurel Grove Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tetrem Capital Management Ltd. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2016 | Q2 2016 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
TIG Advisors, LLC | 1 | 1 | 5.58% | 5.58% | 5.58% | Q1 2014 | Q1 2014 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2014 | Q1 2014 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2015 | Q2 2015 | 1 |
IMS Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Weil Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
TAURUS ASSET MANAGEMENT, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Broderick Brian C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Sheffield Asset Management, L.L.C. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2018 | Q2 2018 | 1 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
Centaurus Capital LP | 1 | 1 | 23.99% | 23.99% | 23.99% | Q4 2013 | Q4 2013 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RIVERSIDE ADVISORS LLC | 1 | 1 | 5.34% | 5.34% | 5.34% | Q2 2013 | Q2 2013 | 1 |
VALUEWORKS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2013 | Q3 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
SOMERVILLE KURT F | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
KEANE CAPITAL MANAGEMENT INC | 1 | 1 | 7.87% | 7.87% | 7.87% | Q1 2014 | Q1 2014 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2016 | Q4 2016 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 5.73% | 5.73% | 5.73% | Q1 2016 | Q1 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Windsor Financial Group, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2016 | Q3 2016 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CastleKnight Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2023 | Q4 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
AM INVESTMENT STRATEGIES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
JSF Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2020 | Q3 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bornite Capital Management LP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q1 2023 | Q1 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
BCS Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SENTINEL ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
Olympiad Research LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Shulman DeMeo Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Insight Inv LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Corton Capital Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Retireful, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2020 | Q4 2020 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
DIAMANT ASSET MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Athanor Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2020 | Q1 2020 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HF Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PETREDIS INVESTMENT ADVISORS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GOBI CAPITAL LLC | 1 | 1 | 5.55% | 5.55% | 5.55% | Q4 2016 | Q4 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
Northwest Quadrant Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2018 | Q2 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Third Point | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2015 | Q1 2015 | 1 |
Summit X, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
PETRA FINANCIAL ADVISORS INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2023 | Q4 2023 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2016 | Q3 2016 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
First County Bank /CT/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Corrigan Financial, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2016 | Q4 2016 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Copernicus Capital Management, LLC | 1 | 1 | 8.35% | 8.35% | 8.35% | Q1 2020 | Q1 2020 | 1 |
United Community Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PFS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Harbor Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2015 | Q4 2015 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Signition LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Opera Trading Capital | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2016 | Q4 2016 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Tech Square Trading LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2015 | Q1 2015 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2015 | Q3 2015 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2016 | Q3 2016 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2015 | Q2 2015 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
Sandia Holdings, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2016 | Q4 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Long Focus Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Eagle Capital Management, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2015 | Q2 2015 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 3.95% | 3.95% | 3.95% | Q2 2015 | Q2 2015 | 1 |
Clearline Capital LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Atika Capital Management LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2019 | Q3 2019 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2013 | Q4 2013 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CWH Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Iguana Healthcare Management, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2015 | Q3 2015 | 1 |
TAM Capital Management Inc. | 1 | 1 | 3.38% | 3.38% | 3.38% | Q1 2017 | Q1 2017 | 1 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
JABODON PT CO | 1 | 1 | 3.31% | 3.31% | 3.31% | Q4 2017 | Q4 2017 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own MCKESSON CORP or have owned MCKESSON CORP in the past.