Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.05% | 0.24% | Q1 2012 | Q3 2023 | 136 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 122 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 122 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 120 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 119 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.14% | 0.81% | Q1 2012 | Q3 2023 | 115 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 114 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.35% | Q2 2013 | Q3 2023 | 113 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 110 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 33 | 7 | 0.00% | 0.03% | 0.36% | Q2 2013 | Q3 2023 | 97 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.08% | 0.41% | Q1 2013 | Q3 2023 | 95 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.30% | Q4 2015 | Q3 2023 | 89 |
Laurion Capital Management LP | 35 | 2 | 0.00% | 0.20% | 1.97% | Q2 2013 | Q3 2023 | 88 |
JANE STREET GROUP, LLC | 37 | 1 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 88 |
MILLENNIUM MANAGEMENT LLC | 29 | 1 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 86 |
WOLVERINE TRADING, LLC | 27 | 2 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 85 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.10% | 0.45% | Q3 2013 | Q3 2023 | 83 |
NOMURA HOLDINGS INC | 25 | 2 | 0.00% | 0.12% | 1.41% | Q4 2012 | Q3 2023 | 81 |
Jefferies Group LLC | 28 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q1 2022 | 80 |
Twin Tree Management, LP | 20 | 1 | 0.00% | 0.08% | 0.57% | Q4 2012 | Q4 2022 | 77 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 73 |
Bank of New York Mellon Corp | 51 | 51 | 0.00% | 0.27% | 2.93% | Q1 2011 | Q3 2023 | 73 |
Paloma Partners Management Co | 34 | 2 | 0.00% | 0.07% | 1.04% | Q2 2013 | Q4 2022 | 72 |
HAP Trading, LLC | 14 | 2 | 0.00% | 0.06% | 0.59% | Q4 2013 | Q3 2023 | 72 |
SALZHAUER MICHAEL | 25 | 12 | 0.00% | 0.29% | 0.82% | Q4 2013 | Q3 2023 | 72 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.07% | 0.45% | Q2 2013 | Q3 2023 | 72 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.18% | 0.44% | Q2 2013 | Q3 2023 | 69 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 2 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 68 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.01% | 0.09% | 0.34% | Q4 2006 | Q3 2023 | 66 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.09% | 0.38% | Q1 2009 | Q3 2023 | 59 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 58 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 57 |
Rehmann Capital Advisory Group | 42 | 15 | 0.04% | 0.14% | 0.27% | Q2 2009 | Q3 2023 | 57 |
WOLVERINE ASSET MANAGEMENT LLC | 24 | 2 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q1 2021 | 57 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q2 2018 | 55 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.03% | 0.46% | Q3 2016 | Q3 2023 | 53 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.19% | Q3 2018 | Q3 2023 | 52 |
AMALGAMATED BANK | 52 | 52 | 0.07% | 0.17% | 0.39% | Q4 2010 | Q3 2023 | 52 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.75% | 1.25% | Q2 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.13% | 0.21% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.16% | 0.34% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.04% | 0.30% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.06% | 0.20% | 0.45% | Q4 2011 | Q3 2023 | 48 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.05% | 0.23% | Q1 2013 | Q3 2023 | 48 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 47 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.10% | 0.31% | Q2 2014 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.05% | 0.64% | 0.98% | Q1 2012 | Q3 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 42 | 5 | 0.01% | 0.33% | 2.50% | Q2 2011 | Q3 2023 | 47 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.28% | 1.03% | Q2 2013 | Q3 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q1 2017 | 46 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 46 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 0.38% | 0.93% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 45 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.40% | 0.64% | Q2 2013 | Q3 2023 | 44 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 12 | 6 | 0.01% | 0.18% | 1.58% | Q1 2015 | Q3 2019 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.04% | 0.30% | 2.02% | Q1 2013 | Q4 2023 | 44 |
Squarepoint Ops LLC | 19 | 1 | 0.00% | 0.07% | 0.49% | Q1 2015 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.01% | 0.23% | 0.64% | Q4 2012 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.16% | Q4 2012 | Q2 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.02% | 0.19% | 0.65% | Q4 2012 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.16% | 0.33% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.08% | 0.30% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.27% | 0.77% | Q1 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.01% | 0.53% | 1.10% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.09% | 0.16% | 0.24% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.07% | 0.16% | 0.28% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.09% | 0.46% | Q1 2013 | Q3 2023 | 43 |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.35% | 1.17% | 2.03% | Q3 2012 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.14% | 0.51% | Q4 2012 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.02% | 0.18% | 0.41% | Q1 2013 | Q3 2023 | 43 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.10% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.08% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.13% | 0.54% | 1.51% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Advisors Capital Management, LLC | 42 | 42 | 0.03% | 0.93% | 2.94% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.10% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.20% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.14% | 0.37% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.05% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.03% | 0.25% | 0.77% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.16% | 0.78% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.05% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.21% | 0.41% | 0.59% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.00% | 0.11% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.02% | 0.30% | 1.06% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.01% | 0.09% | 1.02% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.14% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.30% | 0.51% | 0.80% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.06% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.08% | 0.39% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.23% | 0.82% | 2.26% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.08% | 0.65% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.10% | 0.22% | 0.44% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.01% | 0.16% | 0.95% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.11% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Buckingham Capital Management, Inc. | 42 | 42 | 0.10% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.03% | 0.40% | 0.87% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.08% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.07% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Cutler Capital Management, LLC | 42 | 42 | 0.48% | 3.51% | 4.91% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.09% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.76% | 1.76% | 2.80% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.58% | 1.20% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.02% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL PLC | 42 | 42 | 0.01% | 0.21% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.02% | 0.42% | 1.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 0.18% | 0.62% | 1.78% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.43% | 0.72% | 1.09% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.28% | 0.66% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.57% | 1.37% | 2.48% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.03% | 0.27% | 1.14% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.07% | 0.21% | 0.63% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.04% | 0.18% | 0.49% | Q2 2013 | Q3 2023 | 42 |
American Assets Investment Management, LLC | 42 | 42 | 0.42% | 0.73% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.03% | 0.15% | 0.68% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.56% | 1.89% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.11% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q4 2012 | Q1 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.35% | 0.78% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.11% | 0.24% | 0.43% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.13% | 0.33% | Q2 2012 | Q4 2022 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.10% | 0.25% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Strategic Advisors LLC | 42 | 42 | 0.21% | 1.42% | 2.93% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.13% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
KLCM Advisors, Inc. | 42 | 42 | 0.05% | 3.39% | 6.91% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FCA CORP /TX | 42 | 42 | 0.44% | 0.85% | 1.49% | Q2 2013 | Q3 2023 | 42 |
PRIVATE MANAGEMENT GROUP INC | 42 | 42 | 0.81% | 2.04% | 3.32% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.19% | 1.78% | 3.98% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 0.08% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.08% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.03% | 1.35% | 2.74% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.13% | 0.32% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.24% | 0.96% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.04% | 0.35% | 0.87% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.09% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.08% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.12% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.07% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.08% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.26% | 0.38% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.04% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.04% | 0.46% | 2.34% | Q2 2013 | Q4 2023 | 42 |
DUBUQUE BANK & TRUST CO | 42 | 42 | 0.01% | 0.15% | 0.78% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.22% | 0.40% | 0.63% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.03% | 0.31% | 0.54% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Convergence Investment Partners, LLC | 42 | 42 | 0.03% | 0.51% | 1.05% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.01% | 0.22% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.02% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.28% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SKBA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.17% | 2.53% | 3.56% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 41 | 41 | 0.01% | 0.10% | 0.20% | Q3 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.01% | 0.15% | 0.82% | Q2 2013 | Q4 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PZENA INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.04% | 1.63% | 2.73% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.20% | 0.68% | Q2 2013 | Q3 2023 | 42 |
GENERAL AMERICAN INVESTORS CO INC | 42 | 42 | 0.93% | 1.61% | 2.22% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.17% | 1.06% | Q2 2013 | Q3 2023 | 42 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 42 | 42 | 0.29% | 0.84% | 1.58% | Q2 2013 | Q3 2023 | 42 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q1 2018 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.07% | 0.29% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.40% | 0.70% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.04% | 0.31% | 1.44% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.02% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.02% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.16% | 0.41% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.06% | 0.56% | 1.50% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.13% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.35% | 0.51% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.08% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 42 | 42 | 1.78% | 2.19% | 2.56% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.28% | 0.38% | 0.48% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.08% | 0.22% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Livforsakringsbolaget Skandia, Omsesidigt | 42 | 42 | 0.01% | 0.30% | 0.86% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.01% | 0.20% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 41 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 41 | 41 | 0.03% | 0.22% | 0.64% | Q2 2013 | Q2 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.16% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 41 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 36 | 5 | 0.00% | 0.90% | 3.47% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Mraz, Amerine & Associates, Inc. | 27 | 14 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.07% | 0.25% | 0.58% | Q2 2013 | Q3 2023 | 41 |
Tortoise Investment Management, LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 27 | 14 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
PGGM Investments | 37 | 4 | 0.01% | 0.16% | 0.31% | Q1 2013 | Q2 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.10% | 0.22% | 0.37% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.16% | 0.39% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.08% | 0.21% | 0.40% | Q3 2013 | Q4 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.42% | 0.93% | 1.84% | Q4 2013 | Q4 2023 | 41 |
MASTERS CAPITAL MANAGEMENT LLC | 23 | 1 | 0.16% | 2.34% | 6.74% | Q2 2013 | Q4 2020 | 41 |
Arizona State Retirement System | 33 | 8 | 0.07% | 0.15% | 0.22% | Q1 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.53% | 1.80% | Q2 2013 | Q4 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.01% | 0.16% | 0.38% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 41 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 39 | 2 | 0.00% | 0.10% | 0.58% | Q2 2013 | Q3 2023 | 41 |
Andra AP-fonden | 22 | 6 | 0.03% | 0.14% | 0.41% | Q2 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 30 | 4 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
CWM, LLC | 32 | 8 | 0.00% | 0.20% | 1.65% | Q3 2013 | Q3 2023 | 40 |
MEYER HANDELMAN CO | 40 | 40 | 0.01% | 0.14% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 15 | 10 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.00% | 0.13% | 0.94% | Q3 2013 | Q3 2023 | 40 |
NATIXIS | 17 | 7 | 0.00% | 0.25% | 1.63% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Gradient Investments LLC | 40 | 40 | 0.00% | 0.04% | 0.48% | Q4 2013 | Q3 2023 | 40 |
ONTARIO TEACHERS PENSION PLAN BOARD | 21 | 19 | 0.00% | 0.41% | 1.48% | Q2 2013 | Q2 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.05% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.10% | 0.39% | Q2 2013 | Q1 2023 | 40 |
FDx Advisors, Inc. | 40 | 40 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q1 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.30% | 1.03% | 2.25% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.13% | 0.23% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.22% | 1.37% | 1.92% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.10% | 0.21% | 0.36% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.09% | 0.18% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Northeast Financial Consultants Inc | 40 | 40 | 0.32% | 1.25% | 3.08% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.75% | 1.02% | 1.34% | Q4 2013 | Q3 2023 | 40 |
MOTCO | 35 | 5 | 0.00% | 0.27% | 0.84% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
WRIGHT INVESTORS SERVICE INC | 33 | 7 | 0.10% | 0.59% | 1.06% | Q2 2013 | Q3 2023 | 40 |
BRAVE ASSET MANAGEMENT INC | 40 | 40 | 0.19% | 0.85% | 2.25% | Q4 2013 | Q3 2023 | 40 |
TD Capital Management LLC | 35 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
FINANCIAL COUNSELORS INC | 14 | 13 | 0.01% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 40 |
NBT BANK N A /NY | 40 | 40 | 0.05% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Lumbard & Kellner, LLC | 40 | 40 | 2.60% | 3.96% | 6.05% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 27 | 12 | 0.01% | 0.07% | 0.39% | Q2 2013 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.04% | 0.12% | 0.33% | Q1 2014 | Q3 2023 | 39 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 37 | 2 | 0.23% | 0.35% | 0.69% | Q2 2013 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.28% | 0.56% | 0.94% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 38 | 1 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 39 |
FIRST UNITED BANK & TRUST | 39 | 39 | 0.12% | 0.77% | 1.40% | Q2 2013 | Q4 2022 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.24% | 0.43% | 0.72% | Q2 2013 | Q4 2022 | 39 |
Choate Investment Advisors | 37 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.09% | 0.17% | 0.25% | Q1 2014 | Q3 2023 | 39 |
PRIVATE TRUST CO NA | 15 | 12 | 0.03% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 39 |
Citizens Business Bank | 39 | 39 | 0.11% | 0.41% | 0.92% | Q4 2012 | Q2 2022 | 39 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 1 | 0.01% | 0.19% | 0.82% | Q2 2013 | Q2 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.07% | 0.45% | 0.72% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.07% | 0.13% | 0.22% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.19% | 0.34% | Q1 2014 | Q3 2023 | 39 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.22% | 0.39% | 0.50% | Q1 2014 | Q3 2023 | 39 |
JFS WEALTH ADVISORS, LLC | 38 | 1 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 39 |
FIL Ltd | 32 | 7 | 0.00% | 0.05% | 0.41% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.14% | 0.53% | 0.91% | Q2 2013 | Q4 2022 | 39 |
Argyle Capital Management Inc. | 38 | 38 | 0.74% | 1.00% | 1.22% | Q2 2014 | Q3 2023 | 38 |
EAGLE ASSET MANAGEMENT INC | 29 | 9 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 38 |
DEPRINCE RACE & ZOLLO INC | 38 | 38 | 0.28% | 0.57% | 0.68% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.16% | 0.85% | Q2 2013 | Q3 2022 | 38 |
HENNESSY ADVISORS INC | 19 | 19 | 0.05% | 0.21% | 0.43% | Q2 2013 | Q3 2023 | 38 |
SHELL ASSET MANAGEMENT CO | 38 | 38 | 0.02% | 0.19% | 0.38% | Q2 2013 | Q3 2022 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.02% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 38 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 31 | 7 | 0.00% | 0.11% | 0.73% | Q1 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.15% | 0.41% | 0.78% | Q2 2013 | Q3 2022 | 38 |
Plante Moran Financial Advisors, LLC | 37 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 38 |
FOSTER & MOTLEY INC | 21 | 17 | 0.03% | 0.21% | 0.57% | Q1 2014 | Q3 2023 | 38 |
1832 Asset Management L.P. | 17 | 6 | 0.00% | 0.14% | 1.59% | Q2 2013 | Q3 2023 | 38 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 14 | 7 | 0.02% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 38 |
ING GROEP NV | 18 | 1 | 0.00% | 0.35% | 1.30% | Q1 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.07% | 0.21% | 0.44% | Q2 2014 | Q3 2023 | 38 |
Ledyard National Bank | 23 | 15 | 0.03% | 0.44% | 0.78% | Q2 2013 | Q3 2023 | 38 |
OPUS INVESTMENT MANAGEMENT INC | 38 | 38 | 0.00% | 0.10% | 0.64% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.16% | 0.61% | 1.20% | Q2 2013 | Q3 2022 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 1.24% | 1.73% | 2.31% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.11% | 0.24% | 0.35% | Q2 2013 | Q3 2022 | 38 |
TWO SIGMA ADVISERS, LP | 14 | 4 | 0.00% | 0.05% | 0.38% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 36 | 1 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 37 |
PITCAIRN CO | 19 | 6 | 0.02% | 0.08% | 0.28% | Q3 2013 | Q3 2023 | 37 |
BANK OF THE WEST | 37 | 37 | 0.03% | 0.36% | 0.64% | Q4 2013 | Q4 2022 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.06% | 0.24% | 0.52% | Q2 2013 | Q2 2022 | 37 |
South Dakota Investment Council | 37 | 37 | 0.14% | 0.59% | 1.32% | Q3 2014 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 2 | 0.00% | 0.06% | 0.29% | Q4 2013 | Q4 2023 | 37 |
ACADIAN ASSET MANAGEMENT LLC | 37 | 37 | 0.00% | 0.17% | 0.71% | Q3 2014 | Q3 2023 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.01% | 0.10% | 0.82% | Q1 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.12% | 0.19% | 0.30% | Q3 2014 | Q3 2023 | 37 |
CIBC Private Wealth Group, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.01% | 0.09% | 0.22% | Q3 2014 | Q3 2023 | 37 |
IBM Retirement Fund | 36 | 36 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q1 2022 | 36 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 9 | 0.07% | 0.15% | 0.26% | Q2 2013 | Q1 2023 | 36 |
Epoch Investment Partners, Inc. | 26 | 10 | 0.16% | 1.11% | 1.90% | Q2 2013 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.19% | 0.32% | 0.46% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.11% | 0.22% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
CenterStar Asset Management, LLC | 7 | 2 | 0.00% | 0.08% | 0.41% | Q4 2017 | Q1 2022 | 36 |
Covington Capital Management | 24 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.09% | 0.41% | 0.91% | Q2 2013 | Q1 2022 | 36 |
BARINGS LLC | 36 | 36 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.14% | 0.43% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q1 2022 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.27% | 0.67% | 1.32% | Q4 2014 | Q3 2023 | 36 |
COMPTON CAPITAL MANAGEMENT INC /RI | 36 | 36 | 0.35% | 0.56% | 1.42% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 36 |
Diligent Investors, LLC | 36 | 36 | 0.28% | 0.59% | 1.09% | Q4 2014 | Q3 2023 | 36 |
Mork Capital Management, LLC | 36 | 36 | 0.70% | 1.29% | 1.75% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.25% | 0.40% | 0.54% | Q2 2013 | Q1 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.08% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.09% | 0.20% | 0.43% | Q4 2014 | Q3 2023 | 36 |
BURNEY CO/ | 36 | 36 | 0.02% | 0.58% | 1.49% | Q4 2014 | Q3 2023 | 36 |
MACKENZIE FINANCIAL CORP | 23 | 13 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Avior Wealth Management, LLC | 35 | 35 | 0.00% | 0.11% | 0.51% | Q1 2015 | Q3 2023 | 35 |
CAAS CAPITAL MANAGEMENT LP | 15 | 15 | 0.01% | 0.15% | 1.53% | Q1 2020 | Q3 2023 | 35 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.00% | 0.07% | 0.29% | Q1 2011 | Q4 2022 | 35 |
SALEM INVESTMENT COUNSELORS INC | 19 | 2 | 0.00% | 0.08% | 0.26% | Q1 2014 | Q3 2023 | 35 |
Adirondack Research & Management Inc. | 35 | 35 | 0.16% | 0.31% | 0.64% | Q1 2013 | Q3 2021 | 35 |
CIM INVESTMENT MANAGEMENT INC | 35 | 35 | 0.12% | 0.40% | 0.78% | Q2 2013 | Q4 2021 | 35 |
WEDBUSH SECURITIES INC | 32 | 3 | 0.03% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 35 |
PineBridge Investments, L.P. | 19 | 3 | 0.00% | 0.17% | 0.54% | Q2 2013 | Q3 2023 | 35 |
CADENCE BANK NA | 35 | 35 | 0.11% | 0.30% | 0.88% | Q4 2013 | Q2 2022 | 35 |
VALLEY WEALTH MANAGERS, INC. | 35 | 35 | 0.16% | 0.33% | 1.77% | Q1 2015 | Q3 2023 | 35 |
Stilwell Value LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.14% | 0.72% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.38% | 0.76% | Q1 2015 | Q3 2023 | 35 |
ZACKS INVESTMENT MANAGEMENT | 35 | 35 | 0.47% | 1.00% | 1.51% | Q1 2015 | Q3 2023 | 35 |
BALASA DINVERNO & FOLTZ LLC | 18 | 17 | 0.03% | 0.15% | 0.48% | Q4 2013 | Q3 2022 | 35 |
Checchi Capital Advisers, LLC | 23 | 12 | 0.02% | 0.06% | 0.16% | Q2 2014 | Q3 2023 | 35 |
GREAT LAKES ADVISORS, LLC | 29 | 6 | 0.00% | 0.72% | 1.59% | Q2 2013 | Q1 2023 | 35 |
Silver Lake Advisory, LLC | 35 | 35 | 1.58% | 2.19% | 3.28% | Q1 2015 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.02% | 0.68% | 1.68% | Q2 2013 | Q4 2021 | 35 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.05% | 0.13% | Q1 2014 | Q2 2022 | 34 |
Vident Investment Advisory, LLC | 33 | 1 | 0.01% | 0.14% | 0.38% | Q4 2014 | Q2 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.12% | 0.58% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.46% | 1.73% | 2.93% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.07% | 0.20% | 0.59% | Q2 2015 | Q3 2023 | 34 |
PENSIOENFONDS RAIL & OV | 34 | 34 | 1.40% | 2.78% | 3.49% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.05% | 0.18% | Q2 2015 | Q3 2023 | 34 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 6 | 0.02% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 34 |
Pacer Advisors, Inc. | 15 | 1 | 0.00% | 0.13% | 0.50% | Q4 2013 | Q3 2023 | 34 |
Estabrook Capital Management | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.15% | 0.56% | Q2 2015 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 4 | 0.07% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 34 |
Kistler-Tiffany Companies, LLC | 21 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 34 |
Waldron Private Wealth LLC | 25 | 9 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q3 2023 | 34 |
INTACT INVESTMENT MANAGEMENT INC. | 27 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Pinkerton Retirement Specialists, LLC | 34 | 34 | 0.00% | 0.82% | 1.97% | Q2 2015 | Q3 2023 | 34 |
FIRST MIDWEST BANK TRUST DIVISION | 33 | 1 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q4 2021 | 34 |
Glenview Trust Co | 28 | 1 | 0.06% | 0.39% | 1.49% | Q4 2010 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
Point72 Hong Kong Ltd | 10 | 1 | 0.00% | 0.08% | 0.29% | Q4 2014 | Q3 2022 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.19% | 0.36% | Q2 2013 | Q3 2021 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q2 2021 | 33 |
SNOW CAPITAL MANAGEMENT LP | 33 | 33 | 2.36% | 2.97% | 3.65% | Q2 2013 | Q2 2021 | 33 |
Winch Advisory Services, LLC | 30 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 33 |
Meiji Yasuda Life Insurance Co | 11 | 1 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.06% | 0.61% | Q2 2013 | Q2 2021 | 33 |
MARKSTON INTERNATIONAL LLC | 33 | 33 | 0.07% | 0.58% | 0.94% | Q2 2013 | Q2 2021 | 33 |
HOWE & RUSLING INC | 17 | 1 | 0.00% | 0.16% | 1.49% | Q2 2013 | Q2 2023 | 33 |
Community Bank, N.A. | 20 | 13 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 22 | 11 | 0.01% | 0.14% | 0.50% | Q2 2015 | Q3 2023 | 33 |
Brown Advisory Securities, LLC | 33 | 33 | 0.24% | 0.48% | 1.07% | Q2 2013 | Q2 2021 | 33 |
OLD NATIONAL BANCORP /IN/ | 27 | 6 | 0.02% | 0.47% | 2.45% | Q2 2013 | Q3 2023 | 33 |
EASTERN BANK | 31 | 1 | 0.01% | 0.14% | 0.30% | Q2 2013 | Q4 2022 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2022 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q2 2021 | 33 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 32 | 32 | 0.06% | 1.71% | 2.64% | Q2 2014 | Q1 2022 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.04% | 0.16% | 0.34% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.04% | 0.35% | 0.85% | Q1 2016 | Q4 2023 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 0.04% | 0.13% | 0.38% | Q4 2015 | Q3 2023 | 32 |
FIRST MERCANTILE TRUST CO | 14 | 4 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2021 | 32 |
Premier Fund Managers Ltd | 32 | 32 | 0.02% | 1.41% | 3.03% | Q4 2015 | Q3 2023 | 32 |
MONTAG A & ASSOCIATES INC | 29 | 1 | 0.04% | 0.19% | 0.83% | Q2 2013 | Q3 2023 | 32 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.20% | 0.44% | 0.80% | Q2 2013 | Q1 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.09% | 0.12% | Q2 2013 | Q1 2021 | 32 |
Interval Partners, LP | 6 | 1 | 0.07% | 0.24% | 0.79% | Q2 2014 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.05% | 0.17% | 0.76% | Q4 2015 | Q3 2023 | 32 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 4 | 0.01% | 0.05% | 0.24% | Q2 2013 | Q4 2022 | 32 |
Janney Capital Management LLC | 17 | 15 | 0.00% | 0.40% | 0.98% | Q2 2013 | Q3 2023 | 32 |
NUANCE INVESTMENTS, LLC | 21 | 1 | 0.01% | 2.32% | 4.87% | Q2 2013 | Q2 2023 | 32 |
FLIPPIN BRUCE & PORTER INC | 32 | 32 | 1.54% | 2.05% | 2.82% | Q2 2013 | Q1 2021 | 32 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.11% | 0.40% | Q4 2014 | Q2 2023 | 32 |
Edge Wealth Management LLC | 18 | 14 | 0.00% | 0.22% | 2.41% | Q2 2013 | Q4 2021 | 32 |
ClariVest Asset Management LLC | 15 | 7 | 0.00% | 0.13% | 0.46% | Q2 2013 | Q3 2023 | 32 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 16 | 3 | 0.00% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 32 |
CREDIT AGRICOLE S A | 24 | 7 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 32 |
MATRIX ASSET ADVISORS INC/NY | 32 | 32 | 0.68% | 3.36% | 4.06% | Q2 2013 | Q1 2021 | 32 |
BP PLC | 19 | 13 | 0.05% | 0.20% | 0.50% | Q2 2013 | Q2 2021 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2021 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 18 | 1 | 0.02% | 0.15% | 0.23% | Q2 2013 | Q4 2022 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 1.04% | 1.57% | 2.38% | Q4 2014 | Q3 2023 | 32 |
F&V Capital Management, LLC | 31 | 31 | 0.16% | 0.35% | 0.63% | Q2 2013 | Q4 2020 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.08% | 0.19% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.09% | 0.38% | Q3 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.08% | 0.19% | 0.33% | Q2 2013 | Q4 2020 | 31 |
WINTON GROUP Ltd | 14 | 2 | 0.01% | 0.21% | 0.79% | Q2 2014 | Q1 2023 | 31 |
Windsor Capital Management, LLC | 27 | 1 | 0.01% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 31 |
PALLADIUM PARTNERS LLC | 27 | 2 | 0.00% | 0.25% | 0.75% | Q2 2013 | Q1 2022 | 31 |
Mariner, LLC | 24 | 1 | 0.01% | 0.12% | 0.47% | Q2 2015 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.72% | 1.88% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2023 | 31 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.04% | 0.25% | 1.77% | Q2 2014 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.09% | 0.15% | 0.21% | Q2 2013 | Q4 2020 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.09% | 0.24% | Q1 2016 | Q3 2023 | 31 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 12 | 0.03% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 31 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 14 | 1 | 0.02% | 0.25% | 0.56% | Q3 2006 | Q4 2019 | 31 |
UNITED FIRE GROUP INC | 31 | 31 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.09% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q4 2022 | 31 |
Employees Retirement System of Texas | 25 | 2 | 0.03% | 0.15% | 0.32% | Q2 2013 | Q4 2022 | 31 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 20 | 1 | 0.00% | 0.39% | 0.57% | Q2 2013 | Q3 2023 | 31 |
Alpha Cubed Investments, LLC | 19 | 3 | 0.03% | 1.23% | 2.44% | Q4 2013 | Q3 2023 | 31 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.55% | 1.52% | 4.05% | Q4 2014 | Q3 2023 | 31 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 30 |
FAIRFIELD, BUSH & CO. | 14 | 1 | 0.07% | 0.09% | 0.15% | Q2 2013 | Q2 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.13% | 0.46% | 0.89% | Q2 2013 | Q3 2020 | 30 |
DAVENPORT & Co LLC | 29 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 30 |
PARK NATIONAL CORP /OH/ | 27 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2020 | 30 |
SeaBridge Investment Advisors LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
Caprock Group, LLC | 16 | 14 | 0.03% | 0.09% | 0.21% | Q1 2016 | Q3 2023 | 30 |
State of Alaska, Department of Revenue | 27 | 1 | 0.02% | 0.08% | 0.12% | Q3 2013 | Q3 2023 | 30 |
Stonehage Fleming Financial Services Holdings Ltd | 29 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 29 | 1 | 0.00% | 0.04% | 0.06% | Q2 2010 | Q3 2023 | 30 |
JNBA Financial Advisors | 20 | 10 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Patten Group, Inc. | 13 | 6 | 0.00% | 0.07% | 0.25% | Q4 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2020 | 30 |
VICUS CAPITAL | 14 | 1 | 0.02% | 0.07% | 0.18% | Q4 2013 | Q3 2023 | 30 |
Capula Management Ltd | 4 | 1 | 0.00% | 0.14% | 0.79% | Q3 2019 | Q3 2023 | 30 |
PARADIGM ASSET MANAGEMENT CO LLC | 18 | 1 | 0.05% | 0.68% | 1.30% | Q2 2013 | Q1 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.04% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 30 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 2 | 0.02% | 0.08% | 1.03% | Q2 2014 | Q1 2023 | 30 |
Rodgers Brothers Inc. | 30 | 30 | 0.22% | 0.58% | 0.72% | Q2 2016 | Q3 2023 | 30 |
HBK Sorce Advisory LLC | 29 | 1 | 0.02% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 30 |
Blume Capital Management, Inc. | 27 | 2 | 0.00% | 3.33% | 6.29% | Q4 2013 | Q2 2022 | 29 |
AMERICAN FINANCIAL GROUP INC | 29 | 29 | 0.45% | 0.83% | 2.16% | Q2 2013 | Q2 2020 | 29 |
HM PAYSON & CO | 19 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 1 | 0.01% | 0.21% | 0.54% | Q2 2013 | Q4 2022 | 29 |
MERITAGE PORTFOLIO MANAGEMENT | 16 | 2 | 0.15% | 0.44% | 0.75% | Q2 2013 | Q3 2023 | 29 |
MCF Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
CHICAGO TRUST Co NA | 21 | 1 | 0.09% | 0.48% | 0.83% | Q1 2015 | Q4 2022 | 29 |
Linscomb & Williams, Inc. | 29 | 29 | 0.23% | 0.38% | 0.55% | Q3 2016 | Q3 2023 | 29 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.04% | 0.17% | Q1 2015 | Q2 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.04% | 0.17% | 0.41% | Q4 2013 | Q4 2020 | 29 |
ALPHA WINDWARD LLC | 29 | 29 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q2 2020 | 29 |
Addenda Capital Inc. | 29 | 29 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q2 2020 | 29 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.20% | 1.55% | Q2 2013 | Q3 2023 | 29 |
Dorsey & Whitney Trust CO LLC | 21 | 8 | 0.03% | 0.06% | 0.16% | Q2 2016 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
Princeton Portfolio Strategies Group LLC | 29 | 29 | 0.19% | 0.61% | 0.98% | Q2 2014 | Q2 2021 | 29 |
EDGAR LOMAX CO/VA | 29 | 29 | 0.40% | 2.38% | 5.61% | Q4 2015 | Q4 2022 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.67% | 1.00% | 1.30% | Q4 2013 | Q4 2020 | 29 |
Verity & Verity, LLC | 29 | 29 | 0.34% | 0.95% | 1.96% | Q3 2016 | Q3 2023 | 29 |
Sigma Planning Corp | 27 | 2 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q2 2023 | 29 |
B. Riley Wealth Advisors, Inc. | 20 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 29 |
STEVENS CAPITAL MANAGEMENT LP | 11 | 1 | 0.03% | 0.47% | 1.30% | Q3 2013 | Q3 2023 | 28 |
Perpetual Ltd | 23 | 2 | 0.00% | 0.09% | 0.61% | Q2 2014 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.10% | 0.16% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 24 | 4 | 0.02% | 0.11% | 0.40% | Q4 2015 | Q3 2023 | 28 |
Snowden Capital Advisors LLC | 20 | 8 | 0.06% | 0.10% | 0.18% | Q3 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.12% | 0.36% | Q4 2016 | Q3 2023 | 28 |
CRAWFORD INVESTMENT COUNSEL INC | 28 | 28 | 0.01% | 0.78% | 1.78% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.08% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Ally Financial Inc. | 16 | 1 | 0.15% | 0.66% | 2.14% | Q2 2013 | Q2 2023 | 28 |
COUNTRY TRUST BANK | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
Lingohr Asset Management GmbH | 14 | 14 | 0.31% | 1.08% | 1.73% | Q2 2013 | Q4 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.02% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CNA FINANCIAL CORP | 28 | 28 | 0.40% | 0.79% | 1.76% | Q2 2013 | Q1 2020 | 28 |
Jolley Asset Management, LLC | 28 | 28 | 2.06% | 2.84% | 3.48% | Q2 2013 | Q1 2020 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.08% | 0.11% | 0.23% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.06% | 0.25% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.10% | 0.55% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Sompo Asset Management Co., Ltd. | 28 | 28 | 0.10% | 0.28% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.09% | 0.23% | 0.65% | Q4 2016 | Q3 2023 | 28 |
Morris Capital Advisors, LLC | 28 | 28 | 0.20% | 0.27% | 0.31% | Q4 2015 | Q3 2022 | 28 |
Cambria Investment Management, L.P. | 26 | 2 | 0.09% | 0.33% | 0.68% | Q4 2015 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 1 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 28 |
Cetera Advisors LLC | 14 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 28 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 28 | 28 | 0.15% | 0.73% | 1.15% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.03% | 0.10% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Boston Partners | 28 | 28 | 0.10% | 0.34% | 0.69% | Q2 2013 | Q1 2020 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.01% | 0.10% | 0.40% | Q2 2013 | Q1 2020 | 28 |
CENTRAL BANK & TRUST CO | 26 | 1 | 0.00% | 0.12% | 0.56% | Q2 2013 | Q1 2023 | 28 |
Cullen Capital Management, LLC | 28 | 28 | 0.02% | 1.96% | 3.26% | Q2 2013 | Q1 2020 | 28 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.24% | 0.52% | 1.06% | Q1 2017 | Q3 2023 | 27 |
Brinker Capital Investments, LLC | 14 | 2 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q4 2022 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.16% | 0.26% | 0.40% | Q2 2013 | Q4 2019 | 27 |
Selway Asset Management | 23 | 2 | 0.27% | 0.89% | 1.94% | Q2 2013 | Q3 2020 | 27 |
COLONY GROUP LLC | 18 | 9 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 27 |
SIT INVESTMENT ASSOCIATES INC | 11 | 5 | 0.00% | 0.24% | 0.77% | Q2 2013 | Q4 2022 | 27 |
Prospera Financial Services Inc | 18 | 1 | 0.04% | 0.22% | 0.54% | Q4 2015 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 27 |
CADENCE CAPITAL MANAGEMENT LLC | 26 | 1 | 0.10% | 0.46% | 0.87% | Q3 2013 | Q3 2020 | 27 |
BURNS J W & CO INC/NY | 27 | 27 | 0.13% | 0.23% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2020 | 27 |
Gotham Asset Management, LLC | 16 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.05% | 0.18% | Q4 2016 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.06% | 0.33% | 1.04% | Q1 2017 | Q3 2023 | 27 |
Baldwin Investment Management, LLC | 27 | 27 | 0.06% | 0.20% | 0.29% | Q2 2013 | Q4 2019 | 27 |
American Research & Management Co. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Avalon Investment & Advisory | 27 | 27 | 0.01% | 0.44% | 0.62% | Q3 2016 | Q1 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.59% | 1.66% | Q2 2013 | Q3 2019 | 27 |
M.D. Sass, Inc. | 27 | 27 | 0.28% | 2.38% | 3.66% | Q2 2013 | Q4 2019 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Grantham, Mayo, Van Otterloo & Co. LLC | 15 | 12 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.04% | 0.12% | 0.23% | Q3 2013 | Q2 2020 | 27 |
M Holdings Securities, Inc. | 20 | 1 | 0.02% | 0.14% | 0.33% | Q4 2013 | Q1 2023 | 27 |
Lowe Wealth Advisors, LLC | 22 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 15 | 11 | 0.08% | 0.24% | 0.44% | Q2 2013 | Q4 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.08% | 0.13% | 0.19% | Q3 2016 | Q3 2023 | 26 |
GAM Holding AG | 26 | 26 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q3 2019 | 26 |
ARGA Investment Management, LP | 19 | 7 | 0.04% | 0.25% | 0.54% | Q2 2015 | Q3 2023 | 26 |
Institute for Wealth Management, LLC. | 26 | 26 | 0.07% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 26 |
CAPTRUST FINANCIAL ADVISORS | 26 | 26 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2019 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.10% | 0.32% | 0.51% | Q2 2013 | Q3 2019 | 26 |
SMITH ASSET MANAGEMENT GROUP LP | 23 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 26 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 26 | 26 | 0.00% | 0.23% | 0.44% | Q2 2013 | Q3 2019 | 26 |
Tradewinds Capital Management, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.08% | 0.23% | 0.69% | Q3 2015 | Q2 2022 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.34% | 1.10% | Q2 2013 | Q3 2019 | 26 |
Artemis Investment Management LLP | 14 | 1 | 0.04% | 0.82% | 3.28% | Q3 2014 | Q3 2023 | 26 |
Private Wealth Advisors, Inc. | 26 | 26 | 0.13% | 0.54% | 0.75% | Q2 2013 | Q3 2019 | 26 |
TWIN CAPITAL MANAGEMENT INC | 13 | 2 | 0.03% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 26 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.10% | 1.29% | Q3 2013 | Q2 2023 | 26 |
Highstreet Asset Management Inc. | 25 | 1 | 0.04% | 0.26% | 0.64% | Q2 2013 | Q4 2019 | 26 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q2 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.05% | 0.22% | 0.55% | Q2 2013 | Q3 2019 | 26 |
Essex Financial Services, Inc. | 19 | 7 | 0.01% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 26 |
Aldebaran Financial Inc. | 26 | 26 | 0.24% | 0.93% | 1.45% | Q1 2014 | Q2 2020 | 26 |
LINCLUDEN MANAGEMENT LTD | 25 | 25 | 0.02% | 0.93% | 1.55% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.01% | 0.20% | 0.47% | Q1 2013 | Q1 2019 | 25 |
Assenagon Asset Management S.A. | 14 | 5 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 25 |
Algebris Investments (UK) LLP | 16 | 16 | 0.31% | 3.21% | 7.70% | Q2 2013 | Q1 2017 | 25 |
Cornerstone Investment Partners, LLC | 25 | 25 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q2 2022 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 11 | 0.03% | 0.24% | 0.74% | Q2 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.04% | 0.18% | 0.48% | Q3 2017 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 19 | 6 | 0.06% | 0.25% | 0.59% | Q1 2017 | Q2 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q2 2019 | 25 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 25 | 25 | 0.05% | 0.11% | 0.19% | Q3 2015 | Q3 2021 | 25 |
UNIVEST FINANCIAL Corp | 15 | 10 | 0.07% | 0.14% | 0.22% | Q2 2017 | Q3 2023 | 25 |
USCA RIA LLC | 25 | 25 | 0.03% | 0.39% | 0.94% | Q2 2015 | Q2 2021 | 25 |
Banco Santander, S.A. | 10 | 2 | 0.00% | 0.02% | 0.19% | Q4 2016 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.14% | 0.19% | 0.22% | Q4 2016 | Q4 2022 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.15% | 0.44% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.12% | 0.41% | Q2 2017 | Q2 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 25 |
Lenox Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 25 |
Confluence Wealth Management LLC | 24 | 1 | 0.17% | 0.41% | 1.16% | Q1 2014 | Q3 2020 | 25 |
Asset Dedication, LLC | 24 | 1 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 25 |
BANK HAPOALIM BM | 25 | 25 | 0.08% | 0.30% | 0.87% | Q4 2013 | Q4 2019 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.06% | 0.24% | 0.46% | Q3 2016 | Q3 2022 | 25 |
Sanders Capital, LLC | 25 | 25 | 0.56% | 2.66% | 3.48% | Q4 2010 | Q4 2016 | 25 |
LOEWS CORP | 13 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 25 |
WADDELL & REED FINANCIAL INC | 25 | 25 | 0.05% | 0.32% | 0.76% | Q2 2013 | Q2 2019 | 25 |
Artal Group S.A. | 16 | 1 | 0.10% | 0.98% | 2.57% | Q2 2013 | Q4 2017 | 25 |
CHEMICAL BANK | 25 | 25 | 0.16% | 0.24% | 0.42% | Q2 2013 | Q2 2019 | 25 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 21 | 4 | 0.07% | 1.41% | 2.82% | Q1 2014 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.06% | 1.62% | 2.73% | Q2 2013 | Q2 2019 | 25 |
PT ASSET MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.24% | 0.59% | Q4 2014 | Q4 2016 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.07% | 0.53% | 1.59% | Q1 2016 | Q1 2022 | 25 |
BOWEN HANES & CO INC | 23 | 1 | 0.01% | 0.67% | 1.22% | Q2 2013 | Q4 2022 | 25 |
Sawyer & Company, Inc | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 24 |
EXANE DERIVATIVES | 24 | 24 | 0.00% | 0.07% | 0.31% | Q2 2016 | Q1 2022 | 24 |
AGF Investments America Inc. | 24 | 24 | 0.29% | 0.63% | 0.93% | Q2 2016 | Q1 2022 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.15% | 0.21% | 0.28% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.09% | 0.24% | 0.37% | Q2 2013 | Q1 2019 | 24 |
AT Bancorp | 24 | 24 | 0.05% | 0.24% | 0.84% | Q2 2013 | Q1 2019 | 24 |
HANCOCK WHITNEY CORP | 21 | 1 | 0.03% | 0.48% | 1.36% | Q4 2016 | Q3 2023 | 24 |
AR ASSET MANAGEMENT INC | 11 | 1 | 0.06% | 0.08% | 0.09% | Q4 2013 | Q3 2023 | 24 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 24 |
WASHINGTON TRUST Co | 14 | 1 | 0.00% | 0.12% | 0.44% | Q3 2014 | Q2 2023 | 24 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.19% | 0.42% | Q2 2013 | Q4 2022 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.05% | 0.18% | 0.46% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
CNB Bank | 24 | 24 | 0.09% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.08% | 0.21% | 0.27% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Telos Capital Management, Inc. | 24 | 24 | 0.38% | 0.79% | 1.10% | Q2 2014 | Q1 2020 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.04% | 0.63% | 2.07% | Q4 2017 | Q3 2023 | 24 |
Cascade Investment Advisors, Inc. | 24 | 24 | 0.75% | 1.08% | 1.32% | Q4 2017 | Q3 2023 | 24 |
PEOPLES BANK /OH | 17 | 7 | 0.13% | 0.23% | 0.33% | Q4 2015 | Q3 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.07% | 0.19% | 0.27% | Q1 2016 | Q3 2023 | 24 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 4 | 0.00% | 0.50% | 1.29% | Q4 2016 | Q3 2023 | 24 |
Sterling Capital Management LLC | 18 | 6 | 0.01% | 0.61% | 1.62% | Q1 2013 | Q3 2019 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SRB CORP | 10 | 3 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q2 2022 | 24 |
Palouse Capital Management, Inc. | 24 | 24 | 1.30% | 1.83% | 2.62% | Q4 2016 | Q3 2022 | 24 |
MCMILLION CAPITAL MANAGEMENT INC | 17 | 7 | 0.28% | 1.07% | 2.46% | Q2 2013 | Q2 2023 | 24 |
10-15 ASSOCIATES, INC. | 24 | 24 | 0.04% | 1.05% | 3.26% | Q1 2014 | Q4 2019 | 24 |
OLD REPUBLIC INTERNATIONAL CORP | 24 | 24 | 0.44% | 0.80% | 1.13% | Q2 2016 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Boston Common Asset Management, LLC | 11 | 5 | 0.04% | 0.28% | 1.28% | Q2 2013 | Q3 2023 | 24 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 23 | 1 | 0.00% | 1.37% | 1.76% | Q2 2013 | Q4 2019 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.20% | 0.27% | 0.40% | Q2 2013 | Q1 2019 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.14% | 0.34% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Jump Trading, LLC | 6 | 5 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q2 2016 | 24 |
Unison Advisors LLC | 24 | 24 | 0.31% | 0.64% | 0.81% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Paragon Capital Management Ltd | 13 | 10 | 0.04% | 0.13% | 0.30% | Q2 2017 | Q3 2023 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 0.98% | 1.74% | 2.18% | Q2 2013 | Q4 2018 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 23 |
MARATHON CAPITAL MANAGEMENT | 23 | 23 | 0.56% | 1.34% | 2.13% | Q1 2018 | Q3 2023 | 23 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 23 |
BOYS ARNOLD & CO INC | 15 | 8 | 0.07% | 0.11% | 0.16% | Q1 2014 | Q4 2019 | 23 |
First Command Financial Services, Inc. | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Spears Abacus Advisors LLC | 23 | 23 | 2.44% | 3.58% | 4.64% | Q2 2013 | Q4 2018 | 23 |
First Command Bank | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 23 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.05% | 0.36% | Q4 2012 | Q1 2021 | 23 |
Aspen Investment Management Inc | 23 | 23 | 0.23% | 0.37% | 0.62% | Q2 2013 | Q4 2018 | 23 |
First Bank & Trust | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 23 |
Belpointe Asset Management LLC | 21 | 2 | 0.02% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 23 |
SENTINEL TRUST CO LBA | 23 | 23 | 0.53% | 0.85% | 1.50% | Q2 2013 | Q4 2018 | 23 |
Sheaff Brock Investment Advisors, LLC | 17 | 6 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 23 |
LOEB PARTNERS CORP | 23 | 23 | 0.44% | 0.73% | 1.08% | Q2 2013 | Q4 2018 | 23 |
KLINGENSTEIN FIELDS & CO LP | 23 | 23 | 0.48% | 0.73% | 0.92% | Q2 2013 | Q4 2018 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
SSI INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q4 2018 | 23 |
ABNER HERRMAN & BROCK LLC | 8 | 1 | 0.11% | 1.77% | 3.25% | Q2 2013 | Q3 2023 | 23 |
CAPITAL CITY TRUST CO/FL | 19 | 2 | 0.06% | 0.68% | 0.95% | Q2 2013 | Q1 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.15% | 0.21% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.09% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.16% | 0.35% | Q1 2018 | Q3 2023 | 23 |
Pflug Koory, LLC | 23 | 23 | 0.01% | 0.32% | 0.56% | Q1 2018 | Q3 2023 | 23 |
LOGAN CAPITAL MANAGEMENT INC | 23 | 23 | 0.03% | 0.13% | 0.57% | Q1 2018 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 23 |
Raab & Moskowitz Asset Management LLC | 14 | 1 | 0.01% | 0.52% | 1.18% | Q4 2013 | Q1 2021 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
BROADVIEW ADVISORS LLC | 23 | 23 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q4 2018 | 23 |
Arnhold LLC | 23 | 23 | 0.02% | 0.17% | 1.22% | Q1 2018 | Q3 2023 | 23 |
Itau Unibanco Holding S.A. | 12 | 1 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 23 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 23 |
Wunderlich Capital Managemnt | 23 | 23 | 0.77% | 1.05% | 1.43% | Q4 2013 | Q2 2019 | 23 |
Knights of Columbus Asset Advisors LLC | 23 | 23 | 0.04% | 0.73% | 1.87% | Q1 2017 | Q3 2022 | 23 |
MUFG Securities EMEA plc | 12 | 1 | 0.00% | 0.21% | 0.80% | Q4 2013 | Q2 2023 | 22 |
Hexavest Inc. | 15 | 1 | 0.00% | 0.28% | 0.98% | Q2 2013 | Q3 2021 | 22 |
PEDDOCK CAPITAL ADVISORS, LLC | 15 | 7 | 0.21% | 0.53% | 1.04% | Q4 2013 | Q3 2023 | 22 |
Investors Research Corp | 19 | 1 | 0.10% | 0.28% | 0.44% | Q4 2017 | Q3 2023 | 22 |
Clean Yield Group | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 22 |
Financial Advisors Network, Inc. | 16 | 1 | 0.07% | 0.22% | 0.42% | Q4 2016 | Q3 2023 | 22 |
FARMERS TRUST CO | 22 | 22 | 0.04% | 0.57% | 1.30% | Q2 2018 | Q3 2023 | 22 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 22 |
Balentine LLC | 12 | 3 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 22 |
Capital Asset Advisory Services LLC | 16 | 6 | 0.06% | 0.17% | 0.53% | Q3 2016 | Q3 2023 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.56% | 0.73% | 0.87% | Q2 2013 | Q3 2018 | 22 |
CI INVESTMENTS INC. | 17 | 1 | 0.00% | 0.09% | 0.72% | Q2 2013 | Q3 2023 | 22 |
W.G. Shaheen & Associates DBA Whitney & Co | 22 | 22 | 0.03% | 0.55% | 0.78% | Q2 2013 | Q3 2018 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CAMBIAR INVESTORS LLC | 22 | 22 | 0.39% | 1.17% | 1.75% | Q1 2013 | Q2 2018 | 22 |
Pekin Hardy Strauss, Inc. | 22 | 22 | 0.02% | 0.10% | 0.26% | Q1 2014 | Q2 2019 | 22 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.01% | 0.07% | 0.17% | Q1 2015 | Q3 2023 | 22 |
HighTower Trust Company, N.A. | 17 | 1 | 0.03% | 0.16% | 0.43% | Q2 2013 | Q4 2021 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 22 |
Bank OZK | 22 | 22 | 0.11% | 0.26% | 0.43% | Q4 2013 | Q1 2019 | 22 |
FORVIS Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 22 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 22 |
Miller Investment Management, LP | 22 | 22 | 0.09% | 0.62% | 1.07% | Q3 2013 | Q4 2018 | 22 |
AFFINITY INVESTMENT ADVISORS, LLC | 12 | 10 | 0.04% | 0.52% | 1.26% | Q2 2013 | Q3 2023 | 22 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.20% | 0.40% | Q4 2016 | Q3 2023 | 22 |
Archford Capital Strategies, LLC | 22 | 22 | 0.00% | 0.08% | 0.25% | Q1 2014 | Q2 2019 | 22 |
STRATEGY ASSET MANAGERS LLC | 21 | 1 | 0.00% | 0.23% | 0.56% | Q2 2013 | Q1 2019 | 22 |
SRS Capital Advisors, Inc. | 9 | 4 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 22 |
Altavista Wealth Management, Inc. | 22 | 22 | 0.10% | 1.25% | 1.76% | Q2 2013 | Q3 2018 | 22 |
Forward Management, LLC | 22 | 22 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
JONES FINANCIAL COMPANIES LLLP | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
Engineers Gate Manager LP | 10 | 1 | 0.02% | 0.18% | 0.57% | Q4 2014 | Q3 2023 | 22 |
Channing Capital Management, LLC | 22 | 22 | 0.11% | 0.30% | 0.51% | Q2 2013 | Q3 2018 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2018 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 22 | 22 | 1.88% | 2.57% | 3.26% | Q2 2013 | Q3 2018 | 22 |
TRUST CO OF TOLEDO NA /OH/ | 21 | 1 | 0.06% | 0.28% | 0.40% | Q2 2015 | Q4 2023 | 22 |
SpiderRock Advisors, LLC | 10 | 9 | 0.01% | 0.07% | 0.35% | Q2 2017 | Q1 2022 | 22 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 2 | 0.00% | 0.32% | 0.75% | Q2 2013 | Q1 2020 | 22 |
WASHINGTON TRUST BANK | 21 | 21 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q1 2019 | 21 |
FULTON BANK, N.A. | 11 | 1 | 0.02% | 0.06% | 0.13% | Q2 2015 | Q4 2023 | 21 |
BTC Capital Management, Inc. | 20 | 1 | 0.02% | 0.66% | 1.73% | Q3 2014 | Q4 2021 | 21 |
Burt Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 21 |
BANK OF NOVA SCOTIA TRUST CO | 9 | 4 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2021 | 21 |
AMERICAN NATIONAL BANK | 13 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 21 |
Private Wealth Partners, LLC | 19 | 2 | 0.02% | 1.76% | 3.07% | Q2 2013 | Q2 2023 | 21 |
Capital Advisory Group Advisory Services, LLC | 13 | 1 | 0.01% | 0.17% | 0.46% | Q1 2018 | Q3 2023 | 21 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 10 | 3 | 0.03% | 0.41% | 1.33% | Q3 2013 | Q1 2023 | 21 |
GLG LLC | 11 | 4 | 0.15% | 0.32% | 0.98% | Q1 2014 | Q4 2017 | 21 |
Brick & Kyle, Associates | 15 | 1 | 0.18% | 0.28% | 0.39% | Q4 2014 | Q2 2020 | 21 |
WESTWOOD HOLDINGS GROUP INC | 21 | 21 | 0.02% | 0.43% | 1.08% | Q2 2013 | Q2 2018 | 21 |
ANCHOR CAPITAL ADVISORS LLC | 21 | 21 | 0.01% | 0.49% | 0.88% | Q2 2013 | Q2 2018 | 21 |
ALLSTATE CORP | 17 | 2 | 0.01% | 0.05% | 0.29% | Q3 2014 | Q4 2022 | 21 |
Intersect Capital LLC | 19 | 2 | 0.01% | 0.23% | 0.42% | Q4 2014 | Q2 2022 | 21 |
First Personal Financial Services | 8 | 4 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 21 |
NOVARE CAPITAL MANAGEMENT LLC | 21 | 21 | 1.01% | 1.51% | 1.78% | Q2 2013 | Q2 2018 | 21 |
FIRST INTERSTATE BANK | 18 | 3 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 21 |
ARGENT CAPITAL MANAGEMENT LLC | 21 | 21 | 0.44% | 0.59% | 0.69% | Q2 2013 | Q2 2018 | 21 |
CHEMUNG CANAL TRUST CO | 20 | 1 | 0.04% | 0.20% | 0.70% | Q2 2013 | Q3 2018 | 21 |
ALERUS FINANCIAL NA | 19 | 2 | 0.19% | 0.39% | 0.64% | Q2 2016 | Q3 2023 | 21 |
Cerity Partners LLC | 13 | 8 | 0.01% | 0.16% | 2.33% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Dana Investment Advisors, Inc. | 15 | 6 | 0.02% | 0.82% | 1.44% | Q2 2013 | Q1 2020 | 21 |
PROSPECTOR PARTNERS LLC | 16 | 1 | 0.07% | 0.34% | 0.83% | Q2 2013 | Q2 2018 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2018 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.18% | 0.25% | 0.35% | Q3 2018 | Q3 2023 | 21 |
Poplar Forest Capital LLC | 21 | 21 | 1.47% | 3.83% | 4.83% | Q4 2013 | Q4 2018 | 21 |
Narwhal Capital Management | 21 | 21 | 0.19% | 0.54% | 0.96% | Q4 2014 | Q4 2019 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.13% | 0.23% | 0.34% | Q2 2013 | Q2 2018 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.06% | 0.32% | 0.73% | Q2 2013 | Q2 2018 | 21 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.14% | 0.80% | Q2 2013 | Q3 2022 | 21 |
Freestone Capital Holdings, LLC | 14 | 2 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q1 2022 | 21 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 15 | 6 | 0.02% | 0.56% | 1.51% | Q2 2013 | Q3 2023 | 21 |
Centiva Capital, LP | 6 | 1 | 0.01% | 0.09% | 0.41% | Q3 2019 | Q3 2023 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.07% | 0.20% | 0.39% | Q2 2013 | Q2 2018 | 21 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.05% | 0.38% | Q1 2015 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 21 |
AE Wealth Management LLC | 19 | 2 | 0.01% | 0.08% | 0.26% | Q4 2017 | Q3 2023 | 21 |
Stack Financial Management, Inc | 21 | 21 | 1.20% | 1.36% | 1.64% | Q4 2014 | Q4 2019 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 9 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 0.04% | 0.31% | 1.12% | Q2 2013 | Q3 2018 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.21% | 0.30% | 0.37% | Q2 2013 | Q1 2018 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.45% | 0.87% | 1.08% | Q2 2013 | Q1 2018 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
DREMAN VALUE MANAGEMENT, L L C | 20 | 20 | 0.00% | 0.55% | 1.26% | Q2 2013 | Q1 2018 | 20 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.18% | 0.26% | Q2 2013 | Q4 2016 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.05% | 0.12% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q4 2014 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2019 | 20 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.03% | 0.29% | 0.57% | Q2 2013 | Q4 2016 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
REDWOOD CAPITAL MANAGEMENT, LLC | 16 | 4 | 0.47% | 3.91% | 7.40% | Q2 2013 | Q4 2020 | 20 |
Apriem Advisors | 19 | 1 | 0.00% | 0.31% | 0.93% | Q2 2013 | Q2 2018 | 20 |
Capital Advisors, Ltd. LLC | 16 | 4 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Cornerstone Advisors, Inc. | 14 | 6 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q2 2019 | 20 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.19% | 0.29% | Q2 2013 | Q4 2016 | 20 |
SouthState Corp | 13 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 20 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 1 | 0.00% | 0.21% | 2.26% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2020 | 20 |
USS Investment Management Ltd | 11 | 9 | 0.08% | 0.22% | 0.60% | Q4 2014 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.10% | 0.22% | 0.69% | Q4 2018 | Q3 2023 | 20 |
Capital World Investors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2020 | 20 |
Point72 Asset Management, L.P. | 11 | 1 | 0.00% | 0.08% | 0.30% | Q3 2016 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.09% | 0.17% | 0.28% | Q1 2013 | Q4 2017 | 20 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 20 | 20 | 0.60% | 0.87% | 1.21% | Q2 2013 | Q1 2018 | 20 |
Jackson, Grant Investment Advisers, Inc. | 20 | 20 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FIRST HAWAIIAN BANK | 14 | 6 | 0.01% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 20 | 20 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q2 2020 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SWS Partners | 15 | 2 | 0.80% | 1.36% | 2.08% | Q2 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Ironsides Asset Advisors, LLC | 20 | 20 | 0.32% | 0.54% | 0.82% | Q2 2014 | Q1 2019 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.10% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 20 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 13 | 7 | 0.02% | 0.54% | 1.23% | Q4 2014 | Q3 2023 | 20 |
EAGLE GLOBAL ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 20 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.21% | 0.37% | Q2 2013 | Q4 2016 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.05% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Stuart Chaussee & Associates, Inc. | 11 | 9 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.12% | 0.29% | Q4 2017 | Q3 2022 | 20 |
FRANKLIN STREET ADVISORS INC /NC | 19 | 19 | 0.03% | 0.66% | 1.33% | Q3 2014 | Q1 2019 | 19 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 10 | 4 | 0.00% | 0.46% | 2.37% | Q2 2013 | Q1 2023 | 19 |
Van Hulzen Asset Management, LLC | 7 | 1 | 0.05% | 0.47% | 1.72% | Q4 2014 | Q2 2020 | 19 |
Foster Victor Wealth Advisors, LLC | 19 | 19 | 0.22% | 0.50% | 1.03% | Q1 2019 | Q3 2023 | 19 |
Penserra Capital Management LLC | 17 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 19 |
WealthTrust-Arizona, LLC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Virtue Capital Management, LLC | 8 | 3 | 0.08% | 0.24% | 0.46% | Q4 2017 | Q3 2023 | 19 |
CYPRESS ASSET MANAGEMENT INC/TX | 19 | 19 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2017 | 19 |
West Oak Capital, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
GAMCO INVESTORS, INC. ET AL | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Wellington Shields & Co., LLC | 14 | 1 | 0.06% | 0.10% | 0.16% | Q2 2017 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 11 | 8 | 0.00% | 0.19% | 0.96% | Q1 2016 | Q4 2020 | 19 |
Phocas Financial Corp. | 19 | 19 | 0.00% | 0.56% | 0.96% | Q2 2013 | Q4 2017 | 19 |
Horizon Investments, LLC | 11 | 8 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 13 | 6 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.09% | 0.19% | 0.31% | Q4 2018 | Q2 2023 | 19 |
LEUTHOLD GROUP, LLC | 10 | 3 | 0.06% | 0.38% | 1.01% | Q4 2014 | Q3 2021 | 19 |
BI Asset Management Fondsmaeglerselskab A/S | 19 | 19 | 0.03% | 0.15% | 0.45% | Q1 2019 | Q3 2023 | 19 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 19 | 19 | 0.01% | 1.40% | 2.88% | Q2 2013 | Q4 2017 | 19 |
Pinnacle Wealth Planning Services, Inc. | 16 | 1 | 0.07% | 0.11% | 0.24% | Q2 2018 | Q3 2023 | 19 |
Abacus Planning Group, Inc. | 19 | 19 | 0.13% | 0.20% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.04% | 0.16% | 0.27% | Q2 2019 | Q4 2023 | 19 |
Wallington Asset Management, LLC | 19 | 19 | 1.22% | 1.55% | 1.76% | Q2 2013 | Q4 2017 | 19 |
SUFFOLK CAPITAL MANAGEMENT LLC | 10 | 4 | 0.04% | 0.69% | 0.99% | Q2 2013 | Q2 2018 | 19 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Ascent Wealth Partners, LLC | 10 | 9 | 0.11% | 0.65% | 1.38% | Q3 2016 | Q3 2023 | 19 |
Newman Dignan & Sheerar, Inc. | 19 | 19 | 0.05% | 0.47% | 0.79% | Q2 2013 | Q4 2017 | 19 |
Financial Architects, Inc | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.13% | 0.17% | Q2 2018 | Q4 2022 | 19 |
SPC Financial, Inc. | 11 | 2 | 0.03% | 0.09% | 0.47% | Q2 2014 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
GUARDIAN CAPITAL ADVISORS LP | 19 | 19 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q4 2017 | 19 |
United Asset Strategies, Inc. | 15 | 4 | 0.08% | 0.51% | 2.11% | Q4 2013 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
PRIO WEALTH LIMITED PARTNERSHIP | 19 | 19 | 0.02% | 0.03% | 0.17% | Q2 2013 | Q4 2017 | 19 |
Founders Capital Management | 13 | 6 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2023 | 19 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 0.13% | 0.19% | 0.24% | Q4 2018 | Q3 2023 | 19 |
Principal Street Partners, LLC | 19 | 19 | 0.10% | 0.16% | 0.29% | Q1 2019 | Q3 2023 | 19 |
BADGLEY PHELPS & BELL INC | 19 | 19 | 0.59% | 0.90% | 1.09% | Q2 2013 | Q4 2017 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Essex Savings Bank | 14 | 5 | 0.11% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.04% | 0.22% | 0.72% | Q1 2014 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 16 | 3 | 0.02% | 0.27% | 0.71% | Q2 2014 | Q4 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2018 | 19 |
Lee Financial Co | 10 | 9 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
ProVise Management Group, LLC | 19 | 19 | 0.04% | 0.29% | 0.38% | Q2 2013 | Q4 2017 | 19 |
Csenge Advisory Group | 18 | 1 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 19 |
BANCED CORP | 19 | 19 | 0.33% | 0.58% | 0.75% | Q2 2014 | Q4 2018 | 19 |
ZWJ INVESTMENT COUNSEL INC | 19 | 19 | 0.90% | 1.86% | 2.30% | Q2 2013 | Q4 2017 | 19 |
Cutter & CO Brokerage, Inc. | 11 | 1 | 0.08% | 0.12% | 0.19% | Q4 2014 | Q4 2021 | 18 |
Cipher Capital LP | 5 | 1 | 0.04% | 0.40% | 1.78% | Q3 2013 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.24% | 0.30% | 0.35% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.10% | 0.26% | Q4 2016 | Q1 2021 | 18 |
GUYASUTA INVESTMENT ADVISORS INC | 17 | 1 | 0.03% | 0.10% | 0.14% | Q2 2013 | Q4 2017 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.04% | 0.23% | 0.50% | Q2 2013 | Q3 2017 | 18 |
Calamos Wealth Management LLC | 18 | 18 | 0.05% | 0.62% | 1.12% | Q4 2014 | Q1 2019 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.02% | 0.03% | 0.07% | Q4 2014 | Q1 2019 | 18 |
Gilbert & Cook, Inc. | 14 | 1 | 0.05% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2014 | 18 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2017 | 18 |
MACKAY SHIELDS LLC | 17 | 1 | 0.02% | 0.09% | 0.17% | Q3 2013 | Q1 2022 | 18 |
Roble, Belko & Company, Inc | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 18 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 16 | 2 | 0.05% | 0.10% | 0.22% | Q2 2013 | Q4 2017 | 18 |
GRACE & WHITE INC /NY | 18 | 18 | 0.06% | 0.17% | 0.23% | Q2 2013 | Q3 2017 | 18 |
PETTYJOHN, WOOD & WHITE, INC | 18 | 18 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q3 2017 | 18 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q2 2021 | 18 |
Riggs Asset Managment Co. Inc. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2022 | 18 |
BRAUN STACEY ASSOCIATES INC | 12 | 6 | 0.02% | 0.62% | 1.12% | Q2 2013 | Q3 2023 | 18 |
CX Institutional | 14 | 1 | 0.00% | 0.02% | 0.32% | Q2 2018 | Q3 2023 | 18 |
Capital Returns Management, LLC | 15 | 1 | 0.18% | 5.03% | 8.07% | Q4 2013 | Q2 2019 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
Perigon Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q3 2011 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.05% | 0.12% | 0.23% | Q1 2019 | Q2 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.10% | 0.41% | Q3 2013 | Q3 2023 | 18 |
HOLDERNESS INVESTMENTS CO | 18 | 18 | 0.09% | 0.16% | 0.25% | Q3 2015 | Q4 2019 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.24% | 0.39% | 0.51% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2017 | 18 |
RMB Capital Management, LLC | 12 | 12 | 0.01% | 0.20% | 1.05% | Q4 2016 | Q3 2019 | 18 |
CARL DOMINO INC | 18 | 18 | 0.27% | 0.91% | 1.76% | Q2 2013 | Q3 2017 | 18 |
PFS INVESTMENTS INC. | 18 | 18 | 0.05% | 0.10% | 0.23% | Q1 2019 | Q2 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2020 | 18 |
ROCKY MOUNTAIN ADVISERS, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 18 |
FULLER & THALER ASSET MANAGEMENT, INC. | 10 | 8 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 18 |
KOCH INDUSTRIES INC | 8 | 2 | 0.01% | 0.08% | 0.46% | Q4 2013 | Q3 2023 | 18 |
Jupiter Investment Management Ltd | 12 | 1 | 0.00% | 0.44% | 1.43% | Q3 2013 | Q2 2020 | 18 |
Cardan Capital Partners, LLC | 18 | 18 | 0.22% | 0.38% | 0.59% | Q4 2015 | Q1 2020 | 18 |
Hartford Financial Management Inc. | 17 | 17 | 0.00% | 0.05% | 0.27% | Q2 2015 | Q2 2019 | 17 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 17 |
WADE G W & INC | 17 | 17 | 0.76% | 1.12% | 1.53% | Q2 2016 | Q2 2020 | 17 |
TEGEAN CAPITAL MANAGEMENT, LLC | 17 | 17 | 1.08% | 6.87% | 18.93% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q2 2017 | 17 |
Cordasco Financial Network | 11 | 6 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 17 |
CrestPoint Capital Management, LLC | 17 | 17 | 0.25% | 0.53% | 1.00% | Q4 2013 | Q4 2017 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Yorktown Management & Research Co Inc | 9 | 2 | 0.20% | 0.38% | 0.49% | Q3 2013 | Q4 2018 | 17 |
Impax Asset Management Group plc | 16 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 17 |
Financial Management Professionals, Inc. | 16 | 1 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 17 |
NatWest Group plc | 16 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2017 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Arete Wealth Advisors, LLC | 12 | 5 | 0.03% | 0.12% | 0.27% | Q4 2016 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Semmax Financial Advisors Inc. | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2022 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.11% | 0.26% | Q4 2018 | Q4 2022 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 17 |
Symmetry Partners, LLC | 14 | 3 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q4 2023 | 17 |
VAN ECK ASSOCIATES CORP | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 2 | 0.00% | 0.02% | 0.33% | Q3 2018 | Q1 2023 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Corsair Capital Management | 15 | 2 | 0.15% | 0.21% | 0.30% | Q2 2013 | Q3 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Polar Asset Management Partners Inc. | 12 | 1 | 0.00% | 0.48% | 1.14% | Q2 2013 | Q3 2022 | 17 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q1 2022 | 17 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2021 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q4 2016 | 17 |
OSSIAM | 8 | 1 | 0.01% | 0.11% | 0.32% | Q4 2018 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.59% | 0.72% | 0.82% | Q1 2013 | Q1 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2021 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.11% | 0.14% | 0.15% | Q1 2015 | Q1 2019 | 17 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 17 | 17 | 0.20% | 0.44% | 0.89% | Q2 2013 | Q2 2017 | 17 |
IndexIQ Advisors LLC | 17 | 17 | 0.02% | 0.11% | 0.19% | Q1 2018 | Q1 2022 | 17 |
PAYDEN & RYGEL | 6 | 5 | 0.00% | 1.05% | 1.87% | Q1 2015 | Q1 2023 | 17 |
Bowling Portfolio Management LLC | 15 | 2 | 0.06% | 0.31% | 0.82% | Q3 2015 | Q3 2022 | 17 |
Iowa State Bank | 17 | 17 | 0.33% | 0.87% | 1.16% | Q3 2019 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 17 |
AJO, LP | 8 | 1 | 0.00% | 0.28% | 1.11% | Q4 2014 | Q3 2020 | 17 |
Natixis Investment Managers International | 12 | 2 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q2 2022 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 5 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 8 | 1 | 0.01% | 0.30% | 1.18% | Q2 2014 | Q4 2022 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q4 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.36% | 0.72% | 1.07% | Q3 2019 | Q3 2023 | 17 |
Old Port Advisors | 11 | 1 | 0.11% | 0.36% | 0.68% | Q4 2018 | Q3 2023 | 17 |
Virtu KCG Holdings LLC | 10 | 5 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q2 2017 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 | 17 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.12% | 0.24% | 0.35% | Q2 2013 | Q2 2017 | 17 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 13 | 4 | 0.05% | 0.23% | 0.44% | Q1 2017 | Q4 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.12% | 0.20% | 0.44% | Q2 2013 | Q2 2017 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.04% | 0.07% | 0.13% | Q2 2018 | Q2 2022 | 17 |
Stevens First Principles Investment Advisors | 9 | 8 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q4 2017 | 17 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q1 2017 | 16 |
6 Meridian | 16 | 16 | 0.24% | 0.95% | 1.74% | Q1 2018 | Q4 2021 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cito Capital Group, LLC | 9 | 7 | 0.21% | 0.36% | 0.47% | Q3 2017 | Q3 2023 | 16 |
PITTENGER & ANDERSON INC | 16 | 16 | 0.00% | 0.20% | 0.35% | Q2 2013 | Q1 2017 | 16 |
Nippon Life Global Investors Americas, Inc. | 10 | 1 | 0.14% | 0.59% | 0.88% | Q3 2013 | Q3 2023 | 16 |
MITCHELL SINKLER & STARR/PA | 12 | 4 | 0.27% | 0.49% | 0.78% | Q2 2013 | Q4 2017 | 16 |
Zurich Insurance Group Ltd/FI | 16 | 16 | 0.02% | 0.19% | 0.30% | Q4 2015 | Q3 2019 | 16 |
WOODMONT INVESTMENT COUNSEL LLC | 11 | 1 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.56% | 0.99% | 1.64% | Q2 2013 | Q1 2017 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.15% | 0.39% | Q2 2017 | Q3 2023 | 16 |
CORNERSTONE ADVISORS INC | 10 | 6 | 0.07% | 0.31% | 0.44% | Q2 2013 | Q4 2017 | 16 |
DELTA CAPITAL MANAGEMENT LLC | 15 | 1 | 0.21% | 2.00% | 2.37% | Q2 2013 | Q4 2019 | 16 |
GIRARD PARTNERS LTD. | 15 | 1 | 0.02% | 0.15% | 0.24% | Q3 2018 | Q3 2023 | 16 |
Ziegler Capital Management, LLC | 15 | 1 | 0.13% | 0.36% | 0.54% | Q2 2013 | Q3 2023 | 16 |
Sky Investment Group LLC | 16 | 16 | 0.10% | 0.29% | 0.40% | Q1 2016 | Q4 2019 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Waverton Investment Management Ltd | 16 | 16 | 0.18% | 0.25% | 0.40% | Q2 2013 | Q1 2017 | 16 |
CLEARBRIDGE, LLC | 11 | 5 | 0.80% | 1.90% | 2.58% | Q2 2013 | Q4 2018 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 10 | 1 | 0.04% | 0.53% | 1.30% | Q4 2014 | Q4 2021 | 16 |
WHALEROCK POINT PARTNERS, LLC | 10 | 6 | 0.07% | 0.18% | 0.27% | Q4 2013 | Q1 2018 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.16% | 1.52% | Q2 2013 | Q1 2019 | 16 |
MidWestOne Financial Group, Inc. | 13 | 3 | 0.06% | 0.26% | 0.49% | Q2 2019 | Q3 2023 | 16 |
Busey Bank | 11 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.04% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q1 2017 | 16 |
ATALANTA SOSNOFF CAPITAL, LLC | 14 | 2 | 0.02% | 0.19% | 1.11% | Q2 2013 | Q1 2023 | 16 |
Alberta Investment Management Corp | 7 | 2 | 0.01% | 0.27% | 0.72% | Q2 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 16 |
New Jersey Better Educational Savings Trust | 5 | 1 | 0.34% | 0.46% | 0.69% | Q1 2014 | Q3 2018 | 16 |
Fiera Capital Corp | 16 | 16 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2017 | 16 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 13 | 3 | 0.81% | 1.08% | 1.35% | Q2 2013 | Q3 2022 | 16 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q4 2019 | 16 |
Partnervest Advisory Services LLC | 9 | 7 | 0.09% | 0.17% | 0.27% | Q2 2013 | Q4 2018 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.16% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
FineMark National Bank & Trust | 15 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 16 |
First Houston Capital, Inc. | 16 | 16 | 1.75% | 2.32% | 3.07% | Q3 2013 | Q2 2017 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Whitnell & Co. | 16 | 16 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2017 | 16 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.18% | 0.53% | Q4 2013 | Q2 2022 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.12% | 0.60% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.13% | 0.33% | Q4 2019 | Q3 2023 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 2.61% | 3.23% | 3.91% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.01% | 0.12% | 0.86% | Q4 2013 | Q3 2017 | 16 |
Rampart Investment Management Company, LLC | 16 | 16 | 0.04% | 0.18% | 0.33% | Q3 2016 | Q2 2020 | 16 |
RBA Wealth Management, LLC | 8 | 8 | 1.69% | 2.22% | 3.54% | Q2 2019 | Q3 2023 | 16 |
BROOKS, MOORE & ASSOCIATES, INC. | 11 | 5 | 0.18% | 0.25% | 0.34% | Q4 2018 | Q4 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.13% | 0.39% | Q1 2016 | Q3 2023 | 16 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Delta Investment Management, LLC | 16 | 16 | 0.19% | 0.25% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 8 | 0.04% | 0.21% | 0.95% | Q2 2018 | Q2 2023 | 16 |
Norway Savings Bank | 11 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 16 |
IHT Wealth Management, LLC | 6 | 2 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 16 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Ethic Inc. | 14 | 1 | 0.19% | 0.30% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Homrich & Berg | 14 | 1 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q2 2020 | 15 |
FIRST NATIONAL BANK OF OMAHA | 14 | 1 | 0.01% | 0.53% | 1.11% | Q2 2013 | Q1 2017 | 15 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.18% | 0.46% | Q1 2018 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.18% | 0.24% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2020 | 15 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.00% | 0.19% | 0.55% | Q4 2014 | Q2 2020 | 15 |
Stolper Co | 15 | 15 | 0.63% | 0.81% | 1.01% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.04% | 0.24% | 0.71% | Q1 2019 | Q3 2022 | 15 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.02% | 0.12% | 0.72% | Q1 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IMPAX ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2018 | 15 |
Mount Lucas Management LP | 6 | 4 | 0.62% | 1.62% | 3.19% | Q1 2015 | Q1 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.24% | 1.06% | 2.01% | Q4 2017 | Q2 2021 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.24% | 1.15% | Q4 2019 | Q4 2023 | 15 |
SteelPeak Wealth, LLC | 9 | 6 | 0.02% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 15 |
CAMG Solamere Management, LLC | 15 | 15 | 1.24% | 2.11% | 3.26% | Q1 2018 | Q3 2021 | 15 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 3 | 0.01% | 0.39% | 0.64% | Q1 2019 | Q1 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NorthCoast Asset Management LLC | 13 | 2 | 0.04% | 0.33% | 1.60% | Q3 2015 | Q3 2021 | 15 |
EP Wealth Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2020 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.32% | 0.58% | 0.83% | Q2 2014 | Q4 2017 | 15 |
PATTON ALBERTSON MILLER GROUP, LLC | 14 | 1 | 0.02% | 0.61% | 1.51% | Q1 2014 | Q3 2018 | 15 |
Cubic Asset Management, LLC | 15 | 15 | 0.31% | 0.41% | 0.49% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
OARSMAN CAPITAL, INC. | 15 | 15 | 0.61% | 0.85% | 1.25% | Q3 2015 | Q1 2019 | 15 |
GRIMES & COMPANY, INC. | 15 | 15 | 0.03% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.01% | 0.13% | 0.21% | Q4 2016 | Q2 2020 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.10% | 0.25% | 1.18% | Q3 2016 | Q1 2020 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.10% | 0.47% | 0.74% | Q2 2013 | Q4 2016 | 15 |
Hudson Bay Capital Management LP | 8 | 1 | 0.01% | 0.12% | 0.52% | Q1 2016 | Q3 2023 | 15 |
Catalyst Capital Advisors LLC | 8 | 7 | 0.01% | 0.08% | 0.16% | Q2 2016 | Q4 2022 | 15 |
America First Investment Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 15 |
Loudon Investment Management, LLC | 15 | 15 | 0.17% | 0.28% | 0.40% | Q3 2016 | Q1 2020 | 15 |
Empirical Finance, LLC | 14 | 1 | 0.02% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 15 |
STOCK YARDS BANK & TRUST CO | 9 | 6 | 0.02% | 0.53% | 1.00% | Q1 2014 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 15 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 15 | 15 | 0.03% | 0.28% | 0.57% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.39% | 0.49% | 0.60% | Q3 2011 | Q3 2015 | 15 |
JACKSON SQUARE CAPITAL, LLC | 14 | 1 | 0.00% | 0.21% | 0.37% | Q4 2019 | Q3 2023 | 15 |
Quantinno Capital Management LP | 15 | 15 | 0.18% | 0.33% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Neumann Capital Management, LLC | 14 | 1 | 0.12% | 1.15% | 1.48% | Q4 2014 | Q3 2018 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
AGF Investments LLC | 7 | 1 | 0.00% | 0.07% | 0.40% | Q4 2016 | Q1 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.05% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.11% | 0.21% | 0.32% | Q2 2013 | Q4 2016 | 15 |
LaSalle Street Capital Management, LLC | 15 | 15 | 1.12% | 1.45% | 1.85% | Q4 2014 | Q2 2018 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 15 | 15 | 0.10% | 0.20% | 0.35% | Q2 2014 | Q4 2017 | 15 |
Edgestream Partners, L.P. | 11 | 1 | 0.01% | 0.25% | 0.84% | Q1 2018 | Q3 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.33% | 0.55% | 1.07% | Q1 2020 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 13 | 2 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 15 |
OMERS ADMINISTRATION Corp | 14 | 1 | 0.03% | 1.56% | 2.39% | Q3 2015 | Q3 2019 | 15 |
ENDEAVOUR CAPITAL ADVISORS INC | 11 | 4 | 0.39% | 0.99% | 3.12% | Q2 2013 | Q1 2017 | 15 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.09% | 0.32% | 0.76% | Q2 2013 | Q3 2016 | 14 |
EDGE ASSET MANAGEMENT, INC | 14 | 14 | 0.27% | 1.30% | 1.68% | Q2 2013 | Q3 2016 | 14 |
CRAMER ROSENTHAL MCGLYNN LLC | 6 | 1 | 0.13% | 0.35% | 0.60% | Q2 2013 | Q3 2018 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.02% | 0.13% | 0.23% | Q4 2017 | Q1 2021 | 14 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 14 | 14 | 0.17% | 0.50% | 1.15% | Q2 2013 | Q3 2016 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 3 | 0.07% | 0.71% | 1.36% | Q4 2014 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 14 |
Schooner Investment Group, LLC. | 14 | 14 | 0.34% | 0.66% | 0.95% | Q2 2013 | Q3 2016 | 14 |
Nikko Asset Management Americas, Inc. | 14 | 14 | 0.01% | 0.05% | 0.17% | Q4 2013 | Q1 2017 | 14 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.16% | 0.20% | 0.36% | Q3 2016 | Q4 2019 | 14 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.06% | 0.18% | 0.30% | Q2 2017 | Q3 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q3 2018 | 14 |
Cumberland Partners Ltd | 14 | 14 | 0.67% | 1.31% | 2.26% | Q3 2016 | Q4 2019 | 14 |
Providence Capital Advisors, LLC | 10 | 1 | 0.00% | 0.40% | 1.63% | Q1 2018 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.24% | 0.94% | Q4 2011 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.57% | 0.76% | 0.99% | Q4 2013 | Q1 2017 | 14 |
XPONANCE, INC. | 14 | 14 | 0.07% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Kendall Capital Management | 10 | 1 | 0.18% | 0.21% | 0.32% | Q4 2017 | Q3 2022 | 14 |
Hilltop Holdings Inc. | 12 | 2 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q1 2023 | 14 |
DEERE & CO | 14 | 14 | 0.20% | 0.24% | 0.27% | Q2 2013 | Q3 2016 | 14 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.14% | 0.74% | Q4 2018 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.13% | 0.23% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.07% | 0.21% | 0.31% | Q2 2013 | Q3 2016 | 14 |
COLRAIN CAPITAL LLC | 14 | 14 | 0.06% | 0.67% | 0.98% | Q2 2013 | Q3 2016 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.20% | 0.32% | 0.39% | Q2 2013 | Q3 2016 | 14 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.02% | 0.13% | 0.56% | Q3 2014 | Q3 2022 | 14 |
Wealth Alliance | 14 | 14 | 0.03% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Brookstone Capital Management | 5 | 2 | 0.01% | 0.22% | 0.49% | Q2 2015 | Q3 2023 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.10% | 0.21% | 0.34% | Q1 2020 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.25% | 0.35% | 0.51% | Q2 2020 | Q3 2023 | 14 |
MEMBERS CAPITAL ADVISORS INC | 13 | 1 | 0.15% | 1.02% | 1.76% | Q4 2019 | Q3 2023 | 14 |
Stellar Capital Management, LLC | 11 | 3 | 2.16% | 2.65% | 3.46% | Q4 2013 | Q2 2017 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.04% | 0.12% | 0.28% | Q2 2015 | Q3 2018 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.19% | 0.39% | Q3 2014 | Q4 2017 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 12 | 2 | 0.03% | 0.06% | 0.12% | Q3 2015 | Q4 2019 | 14 |
LORD, ABBETT & CO. LLC | 7 | 3 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q2 2018 | 14 |
CORRADO ADVISORS, LLC | 7 | 1 | 0.01% | 4.17% | 5.91% | Q4 2009 | Q4 2022 | 14 |
Abbrea Capital, LLC | 11 | 3 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 14 |
Harbour Capital Advisors, LLC | 14 | 14 | 0.36% | 0.59% | 0.80% | Q2 2014 | Q3 2017 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 1.18% | 1.45% | 1.81% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Wambolt & Associates, LLC | 14 | 14 | 0.26% | 0.37% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 13 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 14 | 14 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SOUTHPORT MANAGEMENT, L.L.C. | 14 | 14 | 2.31% | 4.19% | 6.24% | Q2 2013 | Q3 2016 | 14 |
Voya Financial Advisors, Inc. | 10 | 4 | 0.02% | 0.03% | 0.11% | Q2 2016 | Q4 2019 | 14 |
CROFT-LEOMINSTER INC | 14 | 14 | 0.34% | 1.72% | 2.28% | Q2 2013 | Q3 2016 | 14 |
Hikari Power Ltd | 12 | 2 | 0.06% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 14 |
Lido Advisors, LLC | 12 | 2 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 14 |
New England Research & Management, Inc. | 5 | 1 | 0.13% | 0.48% | 0.91% | Q1 2015 | Q4 2022 | 14 |
VIKING GLOBAL INVESTORS LP | 4 | 1 | 0.16% | 0.91% | 2.49% | Q2 2013 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
SENTINEL ASSET MANAGEMENT, INC. | 14 | 14 | 0.11% | 0.77% | 1.00% | Q2 2013 | Q3 2016 | 14 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.11% | 0.31% | 0.72% | Q4 2013 | Q4 2020 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
TIAA, FSB | 8 | 6 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2023 | 14 |
Capital Investment Advisory Services, LLC | 6 | 4 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 14 |
Progressive Investment Management Corp | 14 | 14 | 0.46% | 2.21% | 3.73% | Q2 2013 | Q3 2016 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 14 |
WILLIAM HARRIS INVESTORS INC | 14 | 14 | 2.45% | 3.14% | 3.53% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.20% | 0.51% | 0.88% | Q2 2013 | Q3 2016 | 14 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Crestline Management, LP | 4 | 1 | 0.16% | 0.60% | 1.04% | Q2 2017 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
Windsor Financial Group, LLC | 13 | 13 | 1.06% | 1.31% | 1.51% | Q2 2013 | Q2 2016 | 13 |
TRILLIUM ASSET MANAGEMENT, LLC | 13 | 13 | 0.21% | 0.32% | 0.65% | Q4 2014 | Q4 2017 | 13 |
Salient Capital Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2017 | 13 |
PREMIER ASSET MANAGEMENT LLC | 13 | 13 | 0.15% | 0.35% | 0.52% | Q4 2018 | Q4 2021 | 13 |
Grove Bank & Trust | 9 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 4 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 13 |
Decatur Capital Management, Inc. | 8 | 5 | 0.42% | 0.91% | 2.17% | Q2 2013 | Q1 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.06% | 0.12% | 0.19% | Q3 2020 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.02% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 13 |
HEADINVEST, LLC | 12 | 1 | 0.00% | 1.81% | 2.16% | Q2 2013 | Q3 2023 | 13 |
Rock Creek Group, LP | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Willingdon Wealth Management | 10 | 3 | 0.00% | 0.42% | 1.68% | Q2 2015 | Q1 2020 | 13 |
UMB Bank, n.a. | 8 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.07% | 0.31% | 0.77% | Q2 2016 | Q2 2019 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.33% | 0.43% | 0.57% | Q2 2013 | Q2 2016 | 13 |
ALPS ADVISORS INC | 9 | 4 | 0.00% | 0.26% | 0.38% | Q4 2015 | Q3 2019 | 13 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.10% | 0.46% | 1.37% | Q1 2014 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.33% | 0.46% | 0.62% | Q3 2020 | Q3 2023 | 13 |
Wolf Group Capital Advisors | 13 | 13 | 1.00% | 1.19% | 1.44% | Q4 2013 | Q4 2016 | 13 |
CAPITAL INSIGHT PARTNERS, LLC | 13 | 13 | 0.06% | 0.20% | 0.37% | Q2 2020 | Q2 2023 | 13 |
CAPITAL GUARDIAN TRUST CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 13 |
Hanson & Doremus Investment Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 13 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.18% | 0.83% | Q3 2014 | Q2 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.66% | 0.97% | 1.24% | Q3 2020 | Q3 2023 | 13 |
WEDGEWOOD INVESTORS INC /PA/ | 13 | 13 | 0.38% | 0.49% | 0.60% | Q3 2020 | Q3 2023 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.16% | 1.01% | Q2 2014 | Q3 2023 | 13 |
Foothills Asset Management, Ltd. | 13 | 13 | 0.84% | 1.35% | 1.80% | Q1 2017 | Q1 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
TODD ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 13 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 13 |
M. Kraus & Co | 13 | 13 | 1.72% | 2.48% | 3.22% | Q4 2014 | Q4 2017 | 13 |
Qtron Investments LLC | 6 | 1 | 0.07% | 0.17% | 0.41% | Q1 2019 | Q1 2023 | 13 |
Foyston, Gordon, & Payne Inc | 13 | 13 | 2.77% | 3.28% | 3.56% | Q2 2013 | Q2 2016 | 13 |
Reynders McVeigh Capital Management, LLC | 9 | 1 | 0.02% | 0.21% | 0.72% | Q2 2015 | Q4 2019 | 13 |
Avestar Capital, LLC | 7 | 1 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q4 2022 | 13 |
MYCIO WEALTH PARTNERS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Eudaimonia Partners, LLC | 8 | 5 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q1 2023 | 13 |
RFG Advisory, LLC | 8 | 5 | 0.02% | 0.10% | 0.29% | Q1 2017 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 13 |
RAMSEY ASSET MANAGEMENT | 13 | 13 | 3.20% | 4.04% | 4.77% | Q2 2013 | Q2 2016 | 13 |
Strategic Investment Advisors / MI | 10 | 3 | 0.05% | 0.30% | 0.47% | Q2 2019 | Q2 2023 | 13 |
Pendal Group Ltd | 6 | 1 | 0.00% | 0.05% | 0.18% | Q1 2019 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Jacobus Wealth Management, Inc. | 12 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 13 |
Osborn Williams & Donohoe LLC | 11 | 1 | 0.00% | 0.05% | 0.06% | Q2 2014 | Q1 2019 | 13 |
Summit X, LLC | 12 | 1 | 0.00% | 0.17% | 0.85% | Q4 2019 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Powell Investment Advisors, LLC | 9 | 1 | 0.11% | 0.18% | 0.44% | Q4 2019 | Q3 2023 | 13 |
One Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.34% | 0.68% | Q1 2018 | Q4 2022 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.25% | 0.60% | 1.20% | Q2 2013 | Q2 2016 | 13 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Aviance Capital Partners, LLC | 12 | 1 | 0.05% | 0.23% | 0.34% | Q3 2019 | Q4 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2018 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
CHICAGO EQUITY PARTNERS LLC | 8 | 1 | 0.02% | 0.21% | 0.36% | Q2 2013 | Q1 2020 | 13 |
Legacy Private Trust Co. | 13 | 13 | 0.06% | 0.13% | 0.29% | Q2 2013 | Q2 2016 | 13 |
Intercontinental Wealth Advisors, LLC | 13 | 13 | 0.10% | 0.15% | 0.24% | Q4 2016 | Q4 2019 | 13 |
G&S Capital LLC | 10 | 1 | 0.00% | 0.13% | 0.86% | Q4 2017 | Q4 2022 | 13 |
MIROVA | 7 | 6 | 0.02% | 0.13% | 0.33% | Q4 2018 | Q1 2022 | 13 |
KEELEY ASSET MANAGEMENT CORP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 13 | 13 | 0.18% | 0.32% | 0.45% | Q4 2014 | Q4 2017 | 13 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 13 |
PHILADELPHIA TRUST CO | 9 | 4 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q2 2018 | 13 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.19% | 1.04% | Q1 2017 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.14% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
JD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.10% | 0.48% | 1.48% | Q2 2013 | Q4 2014 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q2 2023 | 12 |
AIMZ Investment Advisors, LLC | 7 | 5 | 0.15% | 0.20% | 0.26% | Q1 2015 | Q1 2018 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
OneAscent Financial Services LLC | 6 | 1 | 0.12% | 0.38% | 0.71% | Q2 2019 | Q3 2022 | 12 |
Pinion Investment Advisors, LLC | 12 | 12 | 0.24% | 0.40% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Point72 Europe (London) LLP | 11 | 1 | 0.44% | 2.60% | 5.13% | Q2 2017 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.17% | 0.40% | Q4 2016 | Q3 2019 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
COWEN INC. | 2 | 1 | 0.00% | 0.08% | 0.43% | Q1 2013 | Q2 2018 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.20% | 0.45% | Q4 2016 | Q3 2019 | 12 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.15% | 0.34% | Q4 2016 | Q3 2019 | 12 |
DUALITY ADVISERS, LP | 5 | 1 | 0.09% | 0.34% | 0.78% | Q2 2019 | Q2 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.04% | 0.29% | 0.64% | Q4 2016 | Q3 2019 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.05% | 0.22% | 0.74% | Q1 2017 | Q4 2019 | 12 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 12 | 12 | 2.08% | 2.96% | 3.77% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.18% | 0.23% | 0.32% | Q2 2013 | Q1 2016 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.05% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 12 |
Illinois Municipal Retirement Fund | 12 | 12 | 0.02% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 12 | 12 | 0.02% | 0.07% | 0.21% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 12 |
Assured Investment Management LLC | 6 | 1 | 0.00% | 0.41% | 0.89% | Q2 2013 | Q1 2019 | 12 |
J.P. Marvel Investment Advisors, LLC | 11 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q3 2021 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q2 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 0.19% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.21% | 0.36% | 0.49% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.16% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Bach Option Ltd | 6 | 6 | 0.20% | 0.59% | 1.05% | Q4 2015 | Q1 2017 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.08% | 0.35% | Q4 2022 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIRSTMERIT BANK N A TRUSTEE | 12 | 12 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q2 2016 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.59% | 0.78% | 1.05% | Q4 2018 | Q3 2021 | 12 |
SMITH, MOORE & CO. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CONDOR CAPITAL MANAGEMENT | 6 | 1 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q4 2022 | 12 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2018 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.40% | 0.60% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.50% | 1.95% | Q2 2018 | Q1 2021 | 12 |
Strategic Global Advisors, LLC | 8 | 4 | 0.30% | 0.75% | 1.62% | Q2 2019 | Q1 2023 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 8 | 4 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2023 | 12 |
LifePlan Financial Group, Inc | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2020 | 12 |
Paradigm Financial Partners, LLC | 12 | 12 | 0.34% | 0.45% | 0.65% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2016 | 12 |
FIRST QUADRANT LLC/CA | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2018 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2012 | Q3 2015 | 12 |
Concord Wealth Partners | 12 | 12 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
TIEDEMANN ADVISORS, LLC | 7 | 2 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q2 2021 | 12 |
Formidable Asset Management, LLC | 12 | 12 | 0.26% | 0.42% | 0.55% | Q3 2013 | Q2 2016 | 12 |
LOWE BROCKENBROUGH & CO INC | 12 | 12 | 0.84% | 1.01% | 1.13% | Q2 2013 | Q1 2016 | 12 |
CHURCHILL MANAGEMENT Corp | 6 | 1 | 0.01% | 0.23% | 0.66% | Q2 2014 | Q4 2019 | 12 |
Sciencast Management LP | 3 | 1 | 0.11% | 0.40% | 0.85% | Q2 2016 | Q3 2023 | 12 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.17% | 0.74% | Q1 2016 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.77% | 0.93% | 1.18% | Q4 2020 | Q3 2023 | 12 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 9 | 3 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2019 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.10% | 0.30% | 0.36% | Q2 2013 | Q1 2016 | 12 |
Harfst & Associates, Inc. | 11 | 1 | 0.01% | 0.44% | 0.69% | Q1 2017 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 11 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q2 2017 | 12 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.10% | 0.62% | Q2 2013 | Q3 2021 | 12 |
B. Riley Wealth Management, Inc. | 8 | 1 | 0.03% | 0.63% | 1.21% | Q1 2014 | Q2 2022 | 12 |
Stratos Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.23% | 0.32% | 0.42% | Q2 2017 | Q1 2020 | 12 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.03% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
HHG & Company, LLC | 12 | 12 | 0.24% | 0.33% | 0.39% | Q2 2013 | Q1 2016 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.16% | 0.21% | 0.25% | Q2 2013 | Q1 2016 | 12 |
Cadence Bank | 7 | 5 | 0.05% | 0.34% | 0.65% | Q4 2017 | Q3 2023 | 12 |
Pensionfund DSM Netherlands | 10 | 2 | 0.00% | 0.46% | 0.74% | Q2 2013 | Q4 2021 | 12 |
FAGAN ASSOCIATES, INC. | 8 | 4 | 0.17% | 0.49% | 1.08% | Q4 2016 | Q4 2022 | 12 |
Trust Asset Management LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ADVISORY RESEARCH INC | 10 | 1 | 0.00% | 1.01% | 1.61% | Q1 2014 | Q1 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2021 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
True North Advisors, LLC | 12 | 12 | 0.15% | 0.30% | 0.53% | Q2 2020 | Q1 2023 | 12 |
Fortis Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
Geller Advisors LLC | 11 | 11 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Redwood Investment Management, LLC | 8 | 3 | 0.11% | 0.20% | 0.26% | Q2 2019 | Q4 2022 | 11 |
Robbins Farley | 9 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 11 | 11 | 0.48% | 0.76% | 1.16% | Q4 2016 | Q2 2019 | 11 |
Wellington Shields Capital Management, LLC | 11 | 11 | 0.08% | 0.21% | 0.37% | Q4 2016 | Q2 2019 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
FIR TREE CAPITAL MANAGEMENT LP | 11 | 11 | 1.49% | 3.58% | 5.54% | Q2 2013 | Q4 2015 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.26% | 0.38% | 0.83% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Echo Street Capital Management LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
DAVIDSON INVESTMENT ADVISORS | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.00% | 0.24% | 0.71% | Q2 2013 | Q2 2023 | 11 |
JACOBS & CO/CA | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q3 2017 | 11 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.08% | 0.56% | 1.80% | Q2 2014 | Q4 2019 | 11 |
COURIER CAPITAL LLC | 7 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 11 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2022 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q2 2022 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 1.80% | 2.98% | 4.63% | Q2 2015 | Q4 2017 | 11 |
Neuberger Berman Canada ULC | 8 | 1 | 0.08% | 0.33% | 0.60% | Q2 2013 | Q2 2017 | 11 |
Center for Financial Planning, Inc. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Hudson Canyon Capital Management | 11 | 11 | 0.75% | 1.41% | 1.82% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
River Road Asset Management, LLC | 11 | 11 | 0.38% | 0.79% | 1.15% | Q3 2016 | Q1 2019 | 11 |
KR CAPITAL ADVISORS INC | 11 | 11 | 3.74% | 5.40% | 12.05% | Q2 2013 | Q4 2015 | 11 |
RONALD BLUE & CO LLC | 10 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 11 |
LVM CAPITAL MANAGEMENT LTD/MI | 8 | 3 | 0.07% | 1.02% | 1.94% | Q3 2014 | Q2 2017 | 11 |
COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.04% | 0.21% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.10% | 0.39% | Q2 2018 | Q4 2022 | 11 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q2 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 9 | 1 | 0.05% | 0.58% | 1.22% | Q3 2015 | Q2 2023 | 11 |
DOHJ, LLC | 9 | 2 | 0.20% | 0.38% | 0.52% | Q4 2019 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.00% | 0.40% | 1.49% | Q2 2013 | Q3 2023 | 11 |
Shoker Investment Counsel, Inc. | 11 | 11 | 0.17% | 0.50% | 0.73% | Q4 2017 | Q2 2020 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 11 |
AMG Funds LLC | 11 | 11 | 0.40% | 0.67% | 0.95% | Q3 2016 | Q1 2019 | 11 |
Granite Investment Advisors, LLC | 11 | 11 | 1.49% | 2.27% | 2.84% | Q2 2015 | Q4 2017 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Day & Ennis, LLC | 9 | 1 | 0.07% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 11 |
Wakefield Asset Management LLLP | 6 | 5 | 0.01% | 0.68% | 1.32% | Q3 2018 | Q4 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.20% | 0.33% | Q2 2013 | Q4 2015 | 11 |
NICHOLAS COMPANY, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 11 |
AllSquare Wealth Management LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2020 | 11 |
Teewinot Capital Advisers, L.L.C. | 9 | 9 | 0.67% | 2.42% | 3.52% | Q4 2013 | Q4 2015 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.14% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.22% | 0.26% | 0.28% | Q2 2013 | Q4 2015 | 11 |
ASCEND CAPITAL, LLC | 5 | 2 | 0.16% | 0.98% | 2.72% | Q2 2013 | Q2 2018 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 11 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 11 | 11 | 2.41% | 3.37% | 4.26% | Q2 2016 | Q4 2018 | 11 |
WOLFF WIESE MAGANA LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.06% | 0.17% | Q3 2015 | Q1 2023 | 11 |
Evolution Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2021 | 11 |
First Fiduciary Investment Counsel, Inc. | 9 | 2 | 1.96% | 2.77% | 3.29% | Q4 2015 | Q3 2018 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q4 2017 | 11 |
Visium Asset Management, LP | 6 | 5 | 0.01% | 0.35% | 1.14% | Q3 2013 | Q2 2016 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11 | 11 | 0.14% | 0.17% | 0.26% | Q2 2013 | Q4 2015 | 11 |
Ionic Capital Management LLC | 2 | 1 | 0.03% | 0.23% | 0.51% | Q2 2013 | Q4 2022 | 11 |
CAPITAL INTERNATIONAL LTD /CA/ | 11 | 11 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2020 | 11 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.24% | 0.27% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Waverly Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 11 |
AMG National Trust Bank | 8 | 1 | 0.01% | 0.08% | 0.18% | Q2 2020 | Q2 2023 | 11 |
Corbenic Partners LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 11 |
Nelson Capital Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q4 2020 | 11 |
CALTON & ASSOCIATES, INC. | 8 | 1 | 0.05% | 0.09% | 0.18% | Q4 2017 | Q3 2021 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.08% | 0.17% | 0.37% | Q4 2017 | Q2 2020 | 11 |
Jaffetilchin Investment Partners, LLC | 4 | 3 | 0.07% | 0.10% | 0.16% | Q4 2013 | Q4 2019 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q4 2019 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.52% | 0.65% | 0.81% | Q2 2013 | Q3 2015 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CARLSON CAPITAL L P | 4 | 2 | 0.16% | 0.40% | 0.86% | Q2 2013 | Q3 2017 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.10% | 0.50% | Q4 2017 | Q2 2020 | 10 |
Virtus ETF Advisers LLC | 9 | 1 | 0.00% | 0.04% | 0.24% | Q4 2017 | Q2 2022 | 10 |
Neo Ivy Capital Management | 4 | 1 | 0.01% | 0.41% | 0.98% | Q4 2018 | Q4 2022 | 10 |
CUMBERLAND ADVISORS INC | 10 | 10 | 0.22% | 0.32% | 0.52% | Q1 2021 | Q2 2023 | 10 |
GW HENSSLER & ASSOCIATES LTD | 10 | 10 | 0.05% | 0.82% | 1.18% | Q1 2017 | Q2 2019 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 0.84% | 1.18% | 1.34% | Q2 2013 | Q3 2015 | 10 |
Dakota Wealth Management | 8 | 2 | 0.02% | 0.09% | 0.30% | Q2 2018 | Q3 2023 | 10 |
Americana Partners, LLC | 9 | 1 | 0.00% | 0.44% | 0.80% | Q4 2019 | Q3 2023 | 10 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.20% | 0.31% | 0.55% | Q4 2013 | Q1 2016 | 10 |
Legg Mason Asset Management (Japan) Co., Ltd. | 5 | 5 | 0.66% | 0.84% | 1.11% | Q2 2019 | Q4 2021 | 10 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 10 |
TIAA CREF TRUST CO FSB/MO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 10 |
Venturi Wealth Management, LLC | 7 | 3 | 0.00% | 0.18% | 0.40% | Q4 2015 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 9 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 10 |
Avion Wealth | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 6 | 1 | 0.03% | 0.16% | 0.25% | Q2 2015 | Q3 2023 | 10 |
Teza Capital Management LLC | 4 | 1 | 0.24% | 0.68% | 1.39% | Q1 2018 | Q2 2023 | 10 |
Chicago Partners Investment Group LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2018 | 10 |
ARGENTIERE CAPITAL AG | 4 | 4 | 0.10% | 0.49% | 0.92% | Q2 2018 | Q1 2019 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Parasol Investment Management, LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q3 2014 | Q4 2016 | 10 |
Westhampton Capital, LLC | 6 | 1 | 0.13% | 0.19% | 0.37% | Q2 2019 | Q4 2022 | 10 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.12% | 0.32% | Q1 2014 | Q1 2022 | 10 |
SAMLYN CAPITAL, LLC | 4 | 1 | 0.46% | 1.18% | 1.87% | Q2 2013 | Q4 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.11% | 0.17% | Q2 2013 | Q3 2015 | 10 |
Euclid Advisors LLC | 7 | 1 | 0.01% | 0.17% | 0.27% | Q2 2013 | Q2 2016 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Summit Trail Advisors, LLC | 6 | 4 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.08% | 0.73% | Q4 2015 | Q1 2018 | 10 |
Semper Trust Co. | 9 | 1 | 0.94% | 1.13% | 1.32% | Q2 2013 | Q4 2015 | 10 |
Marietta Wealth Management, LLC | 10 | 10 | 0.16% | 0.22% | 0.28% | Q1 2017 | Q2 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
NORTHPOINTE CAPITAL LLC | 7 | 1 | 0.19% | 0.58% | 1.80% | Q2 2014 | Q2 2019 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Strategic Wealth Partners, Ltd. | 10 | 10 | 0.00% | 0.37% | 0.65% | Q4 2017 | Q1 2020 | 10 |
Versor Investments LP | 3 | 1 | 0.01% | 0.16% | 0.58% | Q2 2018 | Q1 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.03% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 10 | 10 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q3 2015 | 10 |
DENALI ADVISORS LLC | 10 | 10 | 0.03% | 0.21% | 0.29% | Q4 2020 | Q1 2023 | 10 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 10 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 1 | 0.01% | 1.14% | 1.88% | Q1 2017 | Q3 2023 | 10 |
Buckley Wealth Management, LLC | 10 | 10 | 0.11% | 0.15% | 0.24% | Q4 2017 | Q1 2020 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.10% | 0.21% | 0.47% | Q2 2020 | Q2 2023 | 10 |
Tacita Capital Inc | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.02% | 0.73% | 1.06% | Q2 2013 | Q3 2015 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.21% | 0.59% | Q4 2016 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.14% | 0.16% | 0.17% | Q2 2013 | Q3 2015 | 10 |
TEXAS CAPITAL BANCSHARES INC/TX | 10 | 10 | 0.18% | 0.26% | 0.41% | Q2 2013 | Q3 2015 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Arlington Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 10 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.10% | 0.22% | 0.43% | Q2 2013 | Q3 2015 | 10 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 4 | 0.03% | 0.36% | 0.97% | Q4 2017 | Q3 2020 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.07% | 0.19% | 0.30% | Q4 2013 | Q1 2016 | 10 |
Amundi | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 1 | 0.01% | 0.04% | 0.33% | Q4 2014 | Q3 2019 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.09% | 0.22% | 0.34% | Q2 2020 | Q3 2022 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 1.32% | 2.73% | 3.34% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.50% | 0.54% | 0.59% | Q4 2015 | Q1 2018 | 10 |
MENTA CAPITAL LLC | 4 | 1 | 0.06% | 0.36% | 1.72% | Q4 2013 | Q3 2018 | 10 |
INGALLS & SNYDER LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 10 |
Soros Fund Management | 8 | 1 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q4 2019 | 10 |
VSR Financial Services, Inc. | 6 | 4 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q1 2016 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
BRYN MAWR CAPITAL MANAGEMENT INC | 5 | 4 | 0.31% | 0.75% | 1.40% | Q2 2013 | Q3 2015 | 9 |
XR Securities LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.06% | 0.13% | 0.18% | Q1 2018 | Q1 2020 | 9 |
EXCALIBUR MANAGEMENT CORP | 3 | 1 | 0.08% | 0.15% | 0.28% | Q1 2018 | Q3 2023 | 9 |
WMS Partners, LLC | 5 | 1 | 0.03% | 0.03% | 0.05% | Q4 2014 | Q3 2017 | 9 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 9 | 9 | 0.06% | 0.16% | 0.34% | Q1 2016 | Q1 2018 | 9 |
THOMAS STORY & SON LLC | 9 | 9 | 0.15% | 0.17% | 0.19% | Q4 2013 | Q4 2015 | 9 |
Alerus Investment Advisors Corp | 9 | 9 | 0.48% | 0.54% | 0.71% | Q1 2014 | Q1 2016 | 9 |
WealthTrust Fairport, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 9 |
FRG Family Wealth Advisors LLC | 9 | 9 | 0.91% | 1.26% | 1.51% | Q4 2015 | Q4 2017 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.07% | 0.09% | 0.11% | Q1 2014 | Q1 2016 | 9 |
Invictus RG Pte. Ltd. | 6 | 3 | 0.01% | 0.10% | 0.35% | Q2 2013 | Q3 2015 | 9 |
Boxwood Ventures, Inc. | 9 | 9 | 2.52% | 3.91% | 4.78% | Q3 2021 | Q3 2023 | 9 |
Border to Coast Pensions Partnership Ltd | 9 | 9 | 0.45% | 0.50% | 0.61% | Q2 2021 | Q2 2023 | 9 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.04% | 0.13% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.26% | 0.39% | 0.48% | Q2 2013 | Q2 2015 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 9 |
Glacier Peak Capital LLC | 9 | 9 | 0.52% | 1.91% | 3.38% | Q2 2014 | Q2 2016 | 9 |
ANDERSON HOAGLAND & CO | 9 | 9 | 0.32% | 0.37% | 0.41% | Q1 2021 | Q1 2023 | 9 |
Interchange Capital Partners, LLC | 7 | 2 | 0.13% | 0.36% | 0.84% | Q4 2020 | Q2 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Columbus Hill Capital Management, L.P. | 6 | 1 | 0.39% | 1.03% | 2.38% | Q2 2013 | Q3 2017 | 9 |
JAMES INVESTMENT RESEARCH INC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 9 |
HOWARD HUGHES MEDICAL INSTITUTE | 5 | 1 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q4 2016 | 9 |
MMA ASSET MANAGEMENT LLC | 9 | 9 | 0.20% | 0.23% | 0.30% | Q4 2020 | Q4 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Ballentine Partners, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 9 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 4 | 2 | 0.00% | 0.19% | 0.59% | Q2 2013 | Q2 2017 | 9 |
Sustainable Insight Capital Management, LLC | 6 | 1 | 0.17% | 3.51% | 6.82% | Q1 2017 | Q3 2022 | 9 |
Sunflower Bank, N.A. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2022 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 7 | 2 | 0.41% | 1.21% | 1.99% | Q2 2013 | Q2 2016 | 9 |
Heritage Wealth Advisors | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.25% | 0.45% | Q3 2021 | Q3 2023 | 9 |
DINSMORE CAPITAL MANAGEMENT CO/NJ | 9 | 9 | 0.41% | 0.60% | 0.80% | Q3 2013 | Q3 2015 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.10% | 0.93% | 3.21% | Q3 2013 | Q1 2022 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.09% | 0.18% | 0.22% | Q1 2021 | Q1 2023 | 9 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.16% | 0.39% | 0.81% | Q1 2014 | Q1 2019 | 9 |
CERTUITY, LLC | 9 | 9 | 0.16% | 0.20% | 0.28% | Q2 2020 | Q2 2022 | 9 |
Truehand, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.16% | 0.71% | Q4 2013 | Q2 2018 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
Lombard Odier & Cie (Canada), Limited Partnership | 5 | 4 | 0.01% | 0.60% | 1.51% | Q4 2013 | Q3 2016 | 9 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Bray Capital Advisors | 5 | 4 | 0.01% | 0.20% | 0.40% | Q4 2014 | Q3 2022 | 9 |
Arkfeld Wealth Strategies, L.L.C. | 9 | 9 | 0.36% | 1.47% | 1.97% | Q4 2019 | Q4 2021 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 9 |
1834 INVESTMENT ADVISORS CO | 6 | 3 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q4 2020 | 9 |
Financial Strategies Group, Inc. | 9 | 9 | 0.12% | 0.25% | 0.43% | Q1 2021 | Q1 2023 | 9 |
MILLER HOWARD INVESTMENTS INC /NY | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2015 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 9 |
H2O AM LLP | 9 | 9 | 0.11% | 1.57% | 4.43% | Q4 2018 | Q4 2020 | 9 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.06% | 0.11% | Q1 2014 | Q3 2017 | 9 |
Princeton Global Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Railway Pension Investments Ltd | 9 | 9 | 0.10% | 0.30% | 0.45% | Q4 2018 | Q4 2020 | 9 |
Private Portfolio Partners LLC | 5 | 4 | 0.05% | 0.09% | 0.15% | Q2 2019 | Q2 2023 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 9 | 0.79% | 1.30% | 1.52% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Financial Partners, LLC | 9 | 9 | 0.10% | 0.93% | 1.44% | Q4 2015 | Q4 2017 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.19% | 0.39% | Q2 2019 | Q4 2021 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
&PARTNERS | 6 | 3 | 0.10% | 0.35% | 0.61% | Q2 2019 | Q4 2022 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.08% | 0.13% | 0.24% | Q1 2016 | Q1 2018 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 9 | 9 | 0.14% | 7.03% | 14.53% | Q4 2013 | Q4 2015 | 9 |
FAYEZ SAROFIM & CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
NEW YORK LIFE TRUST CO | 7 | 2 | 0.04% | 0.29% | 0.65% | Q4 2014 | Q1 2017 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Harvest Fund Management Co., Ltd | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 8 | 1 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 9 |
BHF Kleinwort Benson Group S.A. | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2016 | 9 |
Quantamental Technologies LLC | 5 | 1 | 0.05% | 0.27% | 0.64% | Q1 2019 | Q2 2023 | 9 |
Westchester Capital Management, LLC | 5 | 5 | 0.04% | 0.47% | 0.89% | Q2 2016 | Q2 2017 | 9 |
BSW Wealth Partners | 8 | 1 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.06% | 0.13% | 0.20% | Q2 2021 | Q2 2023 | 9 |
Barrett Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 9 |
Gerstein Fisher | 6 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 9 |
Gillson Capital LP | 4 | 1 | 0.39% | 2.08% | 3.83% | Q3 2017 | Q3 2023 | 8 |
Zhang Financial LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q2 2021 | 8 |
Willis Investment Counsel | 8 | 8 | 0.32% | 0.54% | 0.69% | Q2 2015 | Q1 2017 | 8 |
Covenant Multifamily Offices, LLC | 7 | 1 | 0.21% | 1.53% | 2.30% | Q1 2017 | Q4 2019 | 8 |
Pinnacle Advisory Group, Inc. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Aurora Private Wealth, Inc. | 8 | 8 | 0.11% | 0.13% | 0.18% | Q4 2019 | Q3 2021 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.69% | 0.97% | 1.25% | Q4 2015 | Q3 2017 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Tempus Wealth Planning, LLC | 7 | 1 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Field & Main Bank | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2017 | 8 |
Riverview Trust Co | 7 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 8 |
FIRST CITIZENS BANK & TRUST CO | 6 | 2 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2016 | 8 |
GENERAL ELECTRIC CO | 7 | 1 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q1 2016 | 8 |
Benin Management CORP | 8 | 8 | 0.10% | 0.51% | 0.73% | Q1 2016 | Q4 2017 | 8 |
ANALYTIC INVESTORS, LLC | 8 | 8 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2016 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.01% | 0.52% | 1.00% | Q2 2013 | Q3 2023 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
LVW Advisors, LLC | 6 | 2 | 0.07% | 0.14% | 0.24% | Q4 2014 | Q4 2016 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
GoalVest Advisory LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 8 |
Parkside Investments, LLC | 8 | 8 | 0.55% | 1.15% | 2.15% | Q1 2017 | Q4 2018 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.20% | 0.26% | 0.32% | Q4 2014 | Q3 2016 | 8 |
Kaizen Financial Strategies | 6 | 2 | 0.50% | 0.62% | 0.71% | Q4 2020 | Q4 2022 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 4.96% | 5.21% | 5.34% | Q2 2013 | Q1 2015 | 8 |
Risk Paradigm Group, LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q4 2016 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 8 | 8 | 0.04% | 0.66% | 1.09% | Q1 2016 | Q4 2017 | 8 |
Clal Insurance Enterprises Holdings Ltd | 8 | 8 | 0.56% | 0.69% | 0.93% | Q4 2014 | Q3 2016 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.44% | 0.66% | Q2 2013 | Q1 2015 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.16% | 0.35% | 0.65% | Q2 2019 | Q1 2021 | 8 |
MDE Group | 8 | 8 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ergoteles LLC | 4 | 4 | 0.02% | 0.27% | 0.75% | Q4 2020 | Q4 2022 | 8 |
Hotaling Investment Management, LLC | 8 | 8 | 0.45% | 1.36% | 2.08% | Q1 2021 | Q4 2022 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.09% | 0.22% | 0.33% | Q4 2013 | Q3 2023 | 8 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.01% | 0.58% | 1.39% | Q1 2016 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2018 | 8 |
ICON ADVISERS INC/CO | 8 | 8 | 0.06% | 0.20% | 0.27% | Q3 2018 | Q2 2020 | 8 |
Kowal Investment Group, LLC | 7 | 1 | 0.01% | 0.14% | 0.21% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.06% | 1.45% | 2.60% | Q4 2021 | Q3 2023 | 8 |
Ninety One UK Ltd | 8 | 8 | 1.04% | 1.47% | 1.68% | Q2 2013 | Q1 2015 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q1 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.14% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Capital Research Global Investors | 6 | 2 | 0.00% | 0.05% | 0.10% | Q3 2013 | Q1 2017 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Accurate Wealth Management, LLC | 8 | 8 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Seawolf Capital, LLC | 4 | 1 | 1.58% | 2.65% | 4.82% | Q2 2013 | Q1 2017 | 8 |
Amida Capital Management II, LLC | 3 | 1 | 0.03% | 0.09% | 0.18% | Q1 2013 | Q1 2014 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Syverson Strege & Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.32% | 0.39% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.31% | 0.35% | 0.37% | Q2 2013 | Q1 2015 | 8 |
ASPIRIANT, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
Copperwynd Financial, LLC | 8 | 8 | 0.24% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.01% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.72% | 0.93% | 1.21% | Q2 2013 | Q1 2015 | 8 |
Guidant Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.76% | 1.33% | 1.58% | Q2 2013 | Q1 2015 | 8 |
Seelaus Asset Management LLC | 8 | 8 | 0.24% | 0.43% | 0.59% | Q1 2021 | Q4 2022 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 5 | 3 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.02% | 0.05% | 0.18% | Q4 2018 | Q3 2021 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 0.58% | 0.69% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
FRED ALGER MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.09% | 0.68% | Q4 2021 | Q3 2023 | 8 |
MEANS INVESTMENT CO., INC. | 8 | 8 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2020 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.00% | 0.09% | 0.36% | Q4 2019 | Q2 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.15% | 0.20% | 0.24% | Q2 2013 | Q1 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Uncommon Cents Investing LLC | 8 | 8 | 0.08% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.22% | 0.85% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.33% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cannell & Co. | 7 | 1 | 0.01% | 0.80% | 1.16% | Q2 2013 | Q4 2015 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.16% | 0.39% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Management, LLC | 7 | 1 | 0.01% | 1.20% | 3.01% | Q4 2016 | Q2 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Gyrus Investment Management Inc. | 8 | 8 | 0.52% | 1.18% | 1.78% | Q2 2013 | Q1 2015 | 8 |
Ascent Group, LLC | 8 | 8 | 0.26% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.13% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Bryn Mawr Capital Management, LLC | 5 | 1 | 0.07% | 0.19% | 0.27% | Q4 2016 | Q3 2023 | 8 |
Capital International, Inc./CA/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.05% | 0.09% | 0.20% | Q1 2017 | Q3 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.06% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.05% | 0.52% | 0.88% | Q4 2021 | Q3 2023 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Algebris (UK) Ltd | 5 | 1 | 0.52% | 3.02% | 9.32% | Q2 2017 | Q2 2023 | 8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 8 | 1.60% | 2.21% | 3.04% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.19% | 0.49% | Q1 2015 | Q4 2022 | 8 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 6 | 1 | 0.05% | 2.34% | 3.30% | Q2 2016 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MADISON INVESTMENT HOLDINGS INC | 7 | 1 | 0.11% | 0.26% | 0.63% | Q2 2014 | Q2 2019 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
LOMBARDIA CAPITAL PARTNERS LLC | 8 | 8 | 0.33% | 0.45% | 0.51% | Q2 2013 | Q1 2015 | 8 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 8 | 8 | 1.69% | 2.01% | 2.23% | Q4 2014 | Q3 2016 | 8 |
One River Asset Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 8 |
BKS ADVISORS, LLC | 7 | 1 | 0.07% | 0.09% | 0.10% | Q3 2016 | Q3 2018 | 8 |
PFG Private Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Pensionfund Sabic | 5 | 3 | 0.00% | 0.44% | 0.65% | Q1 2015 | Q4 2023 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.44% | 0.56% | 0.74% | Q2 2013 | Q1 2015 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Clear Perspective Advisors, LLC | 8 | 8 | 0.15% | 0.17% | 0.22% | Q4 2016 | Q3 2018 | 8 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.26% | 0.63% | 1.08% | Q3 2020 | Q3 2023 | 8 |
TOWER BRIDGE ADVISORS | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Aquila Investment Management LLC | 8 | 8 | 0.96% | 2.46% | 3.48% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q1 2015 | 8 |
Pine River Capital Management L.P. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2016 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 1.66% | 1.88% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Athena Global Investors LLC | 8 | 8 | 2.66% | 4.78% | 5.52% | Q2 2015 | Q1 2017 | 8 |
BAHL & GAYNOR INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
WHITEBOX ADVISORS LLC | 7 | 7 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q4 2014 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vontobel Swiss Wealth Advisors AG | 7 | 7 | 0.19% | 1.32% | 3.50% | Q4 2018 | Q2 2020 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2020 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2021 | 7 |
CLINTON GROUP INC | 2 | 1 | 0.01% | 0.23% | 0.45% | Q3 2013 | Q3 2018 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.12% | 0.16% | 0.23% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.37% | 0.46% | 0.49% | Q2 2013 | Q4 2014 | 7 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.03% | 0.24% | 0.79% | Q2 2013 | Q2 2022 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.03% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 7 |
Lombard Odier & Cie (Bahamas) Ltd | 7 | 7 | 2.30% | 2.48% | 2.88% | Q1 2014 | Q3 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Airain ltd | 2 | 1 | 0.09% | 0.32% | 0.74% | Q4 2013 | Q2 2017 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 3.50% | 3.80% | 4.02% | Q2 2013 | Q4 2014 | 7 |
Connectus Wealth, LLC | 6 | 1 | 0.05% | 0.30% | 0.72% | Q4 2021 | Q3 2023 | 7 |
CBIZ Investment Advisory Services, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.18% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Benson Investment Management Company, Inc. | 5 | 2 | 1.69% | 2.30% | 2.82% | Q3 2018 | Q1 2023 | 7 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q4 2015 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Community Financial Services Group, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.25% | 0.30% | 0.34% | Q2 2013 | Q4 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Miramar Capital, LLC | 7 | 7 | 0.05% | 0.15% | 0.26% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.12% | 0.54% | 0.71% | Q4 2014 | Q2 2016 | 7 |
FIRST AMERICAN TRUST, FSB | 7 | 7 | 0.11% | 1.18% | 1.50% | Q2 2013 | Q4 2014 | 7 |
Lloyd Advisory Services, LLC. | 3 | 1 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.40% | 0.50% | 0.58% | Q1 2022 | Q3 2023 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 7 |
STILWELL JOSEPH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Poehling Capital Management, INC. | 7 | 7 | 0.51% | 0.63% | 0.86% | Q4 2017 | Q2 2019 | 7 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 7 |
Trust Investment Advisors | 7 | 7 | 0.97% | 1.05% | 1.14% | Q4 2013 | Q2 2015 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 1 | 1.19% | 2.39% | 3.39% | Q2 2013 | Q4 2018 | 7 |
Dougherty Wealth Advisers LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q2 2020 | 7 |
SILVERLAKE WEALTH MANAGEMENT LLC | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 7 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.75% | 0.82% | 0.90% | Q2 2022 | Q4 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q2 2021 | 7 |
Caption Management, LLC | 3 | 1 | 0.05% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.04% | 0.19% | 0.34% | Q3 2013 | Q2 2017 | 7 |
Crosspoint Capital Strategies, LLC | 7 | 7 | 0.00% | 0.29% | 0.64% | Q2 2014 | Q4 2015 | 7 |
Rathbones Group PLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MAVERICK CAPITAL LTD | 3 | 2 | 0.01% | 0.62% | 1.82% | Q2 2013 | Q3 2021 | 7 |
Lombard Odier Transatlantic Ltd | 4 | 3 | 0.07% | 1.09% | 1.91% | Q4 2014 | Q3 2016 | 7 |
BEACON FINANCIAL GROUP | 7 | 7 | 0.04% | 0.86% | 1.54% | Q3 2016 | Q1 2018 | 7 |
Sara-Bay Financial | 6 | 1 | 0.07% | 0.20% | 0.36% | Q1 2021 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.00% | 0.24% | 0.36% | Q4 2014 | Q3 2020 | 7 |
Douglas C. Lane & Associates, Inc. | 7 | 7 | 0.02% | 0.87% | 1.37% | Q2 2014 | Q4 2015 | 7 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
GLOBEFLEX CAPITAL L P | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2022 | 7 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.19% | 0.38% | Q3 2015 | Q2 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.10% | 0.20% | 0.49% | Q2 2021 | Q4 2022 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
BRIGHTON JONES LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 7 |
Sepio Capital, LP | 6 | 1 | 0.08% | 0.38% | 0.54% | Q3 2020 | Q3 2022 | 7 |
Transform Wealth, LLC | 6 | 1 | 0.91% | 1.17% | 1.47% | Q4 2017 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
State of Wyoming | 6 | 1 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AIA Group Ltd | 7 | 7 | 0.01% | 0.08% | 0.23% | Q3 2021 | Q1 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q4 2022 | 7 |
TCF National Bank | 7 | 7 | 0.09% | 0.14% | 0.18% | Q3 2019 | Q1 2021 | 7 |
MENDON CAPITAL ADVISORS CORP | 4 | 1 | 0.24% | 0.69% | 1.59% | Q2 2015 | Q1 2019 | 7 |
J. W. Coons Advisors, LLC | 7 | 7 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 7 |
New Century Advisors, LLC | 7 | 7 | 0.28% | 0.98% | 1.85% | Q2 2015 | Q4 2016 | 7 |
FSI GROUP, LLC | 4 | 1 | 0.63% | 2.27% | 4.52% | Q2 2013 | Q4 2016 | 7 |
Alexandria Capital, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 7 |
ARGI Investment Services, LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q1 2021 | 7 |
Cladis Investment Advisory, LLC | 6 | 1 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Lombard Odier Asset Management (USA) Corp | 7 | 7 | 0.30% | 0.36% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Cunning Capital Partners, LP | 7 | 7 | 0.84% | 1.57% | 2.20% | Q1 2022 | Q3 2023 | 7 |
Private Advisory Group LLC | 7 | 7 | 1.04% | 1.29% | 1.46% | Q2 2020 | Q4 2021 | 7 |
TOBAM | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Visionary Asset Management, Inc. | 4 | 3 | 0.78% | 0.85% | 0.96% | Q1 2016 | Q3 2018 | 7 |
Farmers National Bank | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q2 2019 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Kerrisdale Advisers, LLC | 7 | 7 | 2.03% | 2.87% | 4.06% | Q2 2013 | Q4 2014 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
MJP ASSOCIATES INC /ADV | 6 | 1 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 7 |
CAMBRIDGE TRUST CO | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 7 |
CITIZENS & NORTHERN CORP | 7 | 7 | 0.76% | 0.99% | 1.23% | Q4 2014 | Q2 2016 | 7 |
Detalus Advisors, LLC | 7 | 7 | 0.14% | 0.28% | 0.37% | Q2 2020 | Q4 2021 | 7 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2020 | 7 |
Newfound Research LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
D L CARLSON INVESTMENT GROUP INC | 7 | 7 | 0.44% | 0.76% | 0.88% | Q2 2014 | Q4 2015 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 7 | 7 | 1.04% | 1.26% | 1.56% | Q2 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
A. D. Beadell Investment Counsel, Inc. | 7 | 7 | 1.11% | 1.34% | 1.60% | Q1 2015 | Q3 2016 | 7 |
MOODY LYNN & LIEBERSON, LLC | 7 | 7 | 0.03% | 0.19% | 1.12% | Q4 2013 | Q2 2015 | 7 |
Precision Wealth Strategies, LLC | 7 | 7 | 0.33% | 0.56% | 0.78% | Q2 2021 | Q4 2022 | 7 |
Antonetti Capital Management LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2010 | Q1 2022 | 7 |
OneAscent Wealth Management LLC | 4 | 1 | 0.11% | 0.35% | 0.74% | Q4 2020 | Q4 2022 | 7 |
KING INVESTMENT ADVISORS INC/TX | 7 | 7 | 1.04% | 1.20% | 1.30% | Q2 2013 | Q4 2014 | 7 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.43% | 0.89% | Q1 2019 | Q3 2023 | 7 |
Richard P Slaughter Associates Inc | 6 | 6 | 0.40% | 0.44% | 0.51% | Q4 2019 | Q1 2021 | 6 |
Bell Bank | 6 | 6 | 0.45% | 0.57% | 0.66% | Q2 2020 | Q3 2021 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 6 |
BESSEMER SECURITIES LLC | 6 | 6 | 0.21% | 0.37% | 0.45% | Q2 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.35% | 0.40% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 2 | 1 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2016 | 6 |
HARVEY CAPITAL MANAGEMENT INC | 6 | 6 | 0.14% | 0.89% | 1.48% | Q3 2016 | Q4 2017 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.25% | 0.29% | 0.36% | Q2 2013 | Q3 2014 | 6 |
LAU ASSOCIATES LLC | 6 | 6 | 0.25% | 0.28% | 0.37% | Q3 2018 | Q4 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
BEDDOW CAPITAL MANAGEMENT INC | 5 | 1 | 0.06% | 0.06% | 0.08% | Q4 2013 | Q2 2015 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.12% | 0.26% | 0.34% | Q2 2016 | Q3 2017 | 6 |
A.R.T. Advisors, LLC | 3 | 1 | 0.08% | 0.23% | 0.62% | Q4 2016 | Q2 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.21% | 0.23% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Beach Investment Management, LLC. | 4 | 2 | 0.84% | 1.30% | 1.67% | Q3 2013 | Q1 2020 | 6 |
L & S Advisors Inc | 4 | 1 | 0.10% | 1.10% | 2.46% | Q2 2013 | Q1 2022 | 6 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.00% | 0.22% | 0.59% | Q2 2013 | Q4 2014 | 6 |
Polar Capital LLP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
AEGON USA Investment Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 6 |
Saiers Capital, LLC | 3 | 3 | 0.01% | 0.48% | 1.94% | Q2 2013 | Q4 2013 | 6 |
Thornmark Asset Management Inc. | 6 | 6 | 1.65% | 2.44% | 3.72% | Q3 2013 | Q4 2014 | 6 |
Westover Capital Advisors, LLC | 4 | 1 | 0.09% | 0.54% | 0.96% | Q1 2017 | Q4 2019 | 6 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.01% | 0.94% | 4.98% | Q2 2013 | Q4 2015 | 6 |
Charter Oak Partners Management, L.P. | 6 | 6 | 3.74% | 5.11% | 7.88% | Q2 2013 | Q3 2014 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2017 | 6 |
Counsel Portfolio Services Inc. | 4 | 2 | 0.04% | 0.42% | 0.65% | Q4 2013 | Q4 2015 | 6 |
SeaTown Holdings Pte. Ltd. | 4 | 1 | 0.14% | 1.57% | 5.48% | Q1 2016 | Q3 2023 | 6 |
Uniplan Investment Counsel, Inc. | 6 | 6 | 0.17% | 0.30% | 0.38% | Q2 2022 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.10% | 0.20% | 0.36% | Q4 2017 | Q3 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.03% | 0.10% | 0.14% | Q1 2018 | Q3 2019 | 6 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.02% | 0.09% | 0.12% | Q2 2019 | Q4 2022 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q1 2020 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.10% | 0.63% | 1.74% | Q2 2015 | Q3 2016 | 6 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.22% | 0.83% | 2.60% | Q4 2014 | Q2 2019 | 6 |
DC Investments Management, LLC | 5 | 1 | 0.10% | 0.24% | 0.39% | Q1 2018 | Q2 2020 | 6 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.09% | 0.49% | 0.84% | Q3 2015 | Q2 2020 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SECOR Capital Advisors, LP | 2 | 1 | 0.02% | 0.12% | 0.31% | Q1 2015 | Q3 2018 | 6 |
E&G Advisors, LP | 6 | 6 | 0.11% | 0.16% | 0.26% | Q3 2016 | Q4 2017 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.06% | 0.08% | 0.13% | Q1 2021 | Q2 2022 | 6 |
BARING ASSET MANAGEMENT Ltd | 6 | 6 | 0.63% | 0.79% | 0.89% | Q3 2014 | Q4 2015 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q2 2018 | 6 |
Arvest Bank Trust Division | 5 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2021 | 6 |
SG3 Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 6 |
Capital Planning Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Trust Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 2.84% | 3.14% | 3.44% | Q2 2015 | Q3 2016 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.88% | 1.98% | 2.59% | Q2 2015 | Q3 2016 | 6 |
DARRELL & KING LLC | 6 | 6 | 2.22% | 4.05% | 5.06% | Q2 2017 | Q3 2018 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.07% | 0.09% | Q3 2018 | Q4 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Delphi Private Advisors LLC | 5 | 1 | 0.01% | 0.05% | 0.16% | Q4 2015 | Q4 2017 | 6 |
Vivaldi Capital Management LP | 5 | 1 | 0.05% | 0.16% | 0.32% | Q4 2018 | Q4 2022 | 6 |
ELCO Management Co., LLC | 6 | 6 | 0.19% | 0.29% | 0.34% | Q3 2016 | Q4 2017 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2019 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.10% | 0.15% | Q1 2019 | Q2 2020 | 6 |
Garner Asset Management Corp | 6 | 6 | 0.16% | 0.21% | 0.28% | Q2 2017 | Q3 2018 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Legacy Advisors, LLC | 4 | 1 | 0.01% | 0.10% | 0.16% | Q3 2017 | Q4 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Tibra Equities Europe Ltd | 2 | 1 | 0.10% | 0.58% | 2.23% | Q2 2018 | Q4 2020 | 6 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.07% | 0.19% | Q1 2019 | Q3 2019 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.47% | 1.23% | Q4 2020 | Q2 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Machina Capital S.A.S. | 2 | 1 | 0.21% | 0.33% | 0.51% | Q1 2019 | Q3 2023 | 6 |
Strategic Wealth Management Group, LLC | 3 | 3 | 0.10% | 0.13% | 0.18% | Q2 2019 | Q2 2021 | 6 |
Strategic Blueprint, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 6 |
KG&L Capital Management,LLC | 6 | 6 | 0.26% | 0.39% | 0.52% | Q3 2019 | Q4 2020 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.14% | 0.33% | 0.68% | Q4 2019 | Q3 2021 | 6 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Citizens National Bank Trust Department | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
44 WEALTH MANAGEMENT LLC | 5 | 1 | 0.16% | 0.27% | 0.31% | Q4 2020 | Q2 2022 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 6 |
Center For Asset Management LLC | 4 | 1 | 0.22% | 0.31% | 0.40% | Q2 2021 | Q2 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.23% | 0.29% | 0.34% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Trail Ridge Investment Advisors, LLC | 6 | 6 | 0.42% | 0.48% | 0.55% | Q4 2021 | Q1 2023 | 6 |
LGT Group Foundation | 6 | 6 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q1 2023 | 6 |
LGT Fund Management Co Ltd. | 6 | 6 | 0.21% | 0.50% | 0.73% | Q4 2021 | Q1 2023 | 6 |
AlphaCentric Advisors LLC | 3 | 1 | 0.02% | 0.13% | 0.26% | Q2 2020 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.03% | 0.34% | 0.44% | Q3 2016 | Q4 2017 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MIDAS MANAGEMENT CORP | 6 | 6 | 0.98% | 1.17% | 1.43% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 6 |
HONEYWELL INTERNATIONAL INC | 6 | 6 | 0.47% | 0.49% | 0.53% | Q2 2013 | Q3 2014 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.36% | 0.42% | 0.55% | Q2 2013 | Q3 2014 | 6 |
DUDLEY & SHANLEY, INC. | 6 | 6 | 0.13% | 4.12% | 5.50% | Q3 2014 | Q4 2015 | 6 |
FACTORY MUTUAL INSURANCE CO | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.49% | 0.59% | 0.70% | Q3 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q1 2022 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.01% | 0.34% | 0.69% | Q1 2022 | Q3 2023 | 5 |
Marquette Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Manifold Partners, LLC | 5 | 5 | 0.14% | 0.84% | 1.47% | Q4 2014 | Q4 2015 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.26% | 0.43% | Q2 2013 | Q2 2014 | 5 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 5 | 5 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q2 2014 | 5 |
JB Capital LLC | 5 | 5 | 0.42% | 0.50% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Resonant Capital Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.14% | 0.40% | Q2 2013 | Q1 2015 | 5 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.13% | 0.21% | 0.33% | Q2 2018 | Q2 2022 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q2 2018 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.29% | 0.34% | 0.42% | Q2 2013 | Q2 2014 | 5 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4 | 1 | 0.90% | 1.36% | 2.27% | Q3 2013 | Q4 2014 | 5 |
BANKERS TRUST CO | 5 | 5 | 2.01% | 2.07% | 2.13% | Q2 2013 | Q2 2014 | 5 |
Round Table Services, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q4 2019 | 5 |
TURNER INVESTMENTS LLC | 3 | 1 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
American Trust Investment Advisors, LLC | 5 | 5 | 3.00% | 3.23% | 3.46% | Q4 2014 | Q4 2015 | 5 |
Invictus RG | 3 | 1 | 0.01% | 0.15% | 0.42% | Q4 2015 | Q4 2017 | 5 |
FMA ADVISORY INC | 4 | 1 | 0.45% | 0.54% | 0.60% | Q2 2015 | Q4 2017 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q1 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Baader Bank Aktiengesellschaft | 5 | 5 | 0.03% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
VeraBank, N.A. | 5 | 5 | 0.29% | 0.32% | 0.35% | Q4 2018 | Q4 2019 | 5 |
LINCOLN CAPITAL CORP | 5 | 5 | 2.79% | 3.18% | 3.53% | Q4 2016 | Q4 2017 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q2 2016 | Q2 2017 | 5 |
TIEMANN INVESTMENT ADVISORS, LLC | 5 | 5 | 0.10% | 0.11% | 0.14% | Q1 2022 | Q1 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.13% | 0.25% | Q2 2017 | Q3 2017 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.99% | 1.26% | 1.64% | Q1 2014 | Q1 2017 | 5 |
FIRST FOUNDATION ADVISORS | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2017 | 5 |
First Western Capital Management Co | 5 | 5 | 0.31% | 0.39% | 0.51% | Q4 2016 | Q4 2017 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Human Investing LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 5 | 5 | 0.22% | 0.30% | 0.38% | Q2 2015 | Q2 2016 | 5 |
BlueCrest Capital Management LLP | 4 | 4 | 0.04% | 0.22% | 0.36% | Q2 2013 | Q1 2014 | 5 |
Hamilton Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 1 | 0.00% | 0.48% | 0.70% | Q3 2018 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Canton Hathaway, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Seminole Management Co., Inc. | 2 | 1 | 0.53% | 0.98% | 1.34% | Q2 2013 | Q4 2016 | 5 |
Graham Capital Management, L.P. | 4 | 1 | 0.01% | 0.11% | 0.30% | Q1 2017 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q2 2020 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q2 2019 | 5 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 5 |
Valentine Capital Asset Management, Inc. | 5 | 5 | 0.15% | 0.19% | 0.21% | Q1 2012 | Q1 2013 | 5 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 5 | 5 | 1.14% | 1.45% | 1.73% | Q2 2013 | Q2 2014 | 5 |
Knuff & Co LLC | 5 | 5 | 1.17% | 1.29% | 1.64% | Q4 2018 | Q4 2019 | 5 |
DALTON GREINER HARTMAN MAHER & CO | 5 | 5 | 0.92% | 1.15% | 1.33% | Q4 2016 | Q4 2017 | 5 |
Asset Allocation & Management Company, LLC | 5 | 5 | 0.14% | 0.17% | 0.18% | Q4 2021 | Q4 2022 | 5 |
JRM Investment Counsel, LLC | 5 | 5 | 1.38% | 1.54% | 1.77% | Q4 2014 | Q4 2015 | 5 |
Mercer Capital Advisers, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.24% | 0.29% | 0.34% | Q2 2015 | Q2 2016 | 5 |
MOODY ALDRICH PARTNERS LLC | 5 | 5 | 0.10% | 0.18% | 0.25% | Q3 2019 | Q3 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Hoxton Financial, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q3 2015 | 5 |
TCG Advisors, LP | 5 | 5 | 0.52% | 0.58% | 0.67% | Q4 2018 | Q4 2019 | 5 |
Red Door Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.40% | 0.46% | 0.49% | Q2 2013 | Q2 2014 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q1 2017 | 5 |
HighVista Strategies LLC | 3 | 1 | 0.14% | 0.62% | 0.88% | Q1 2014 | Q3 2019 | 5 |
HERNDON CAPITAL MANAGEMENT LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.41% | 0.52% | 0.63% | Q3 2022 | Q3 2023 | 5 |
Paradigm Capital Management, LLC/NV | 5 | 5 | 1.00% | 1.25% | 1.63% | Q4 2021 | Q4 2022 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2023 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.73% | 1.00% | 1.36% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
CarsonAllaria Wealth Management, Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.17% | 0.79% | Q2 2013 | Q2 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
AMF Tjanstepension AB | 5 | 5 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q4 2015 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.07% | 0.17% | Q3 2020 | Q3 2023 | 5 |
CHOREO, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
EMERALD ADVISERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 5 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 5 | 5 | 0.20% | 0.34% | 0.62% | Q3 2022 | Q3 2023 | 5 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.34% | 1.60% | Q4 2016 | Q3 2023 | 5 |
IMA Wealth, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.14% | 0.21% | 0.28% | Q1 2022 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q4 2022 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.17% | 0.59% | Q3 2013 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.06% | 0.17% | 0.38% | Q4 2020 | Q4 2021 | 5 |
Leeward Financial Partners, LLC | 5 | 5 | 0.12% | 1.19% | 1.63% | Q2 2022 | Q2 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.15% | 0.25% | Q2 2021 | Q3 2023 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Joule Financial, LLC | 5 | 5 | 0.16% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Resurgent Financial Advisors LLC | 5 | 5 | 0.08% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Evergreen Wealth Solutions, LLC | 5 | 5 | 0.28% | 0.38% | 0.50% | Q3 2022 | Q3 2023 | 5 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.04% | 0.15% | 0.40% | Q4 2014 | Q2 2020 | 5 |
Gladius Capital Management LP | 5 | 5 | 0.01% | 0.06% | 0.23% | Q1 2022 | Q1 2023 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.14% | 0.93% | 2.78% | Q1 2014 | Q1 2017 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q4 2014 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.06% | 0.33% | 0.81% | Q1 2022 | Q2 2023 | 5 |
STELLIAM INVESTMENT MANAGEMENT, LP | 5 | 5 | 2.21% | 2.36% | 2.60% | Q2 2013 | Q2 2014 | 5 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.32% | 0.59% | Q1 2014 | Q2 2016 | 5 |
Aaron Wealth Advisors LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Barnett & Company, Inc. | 3 | 2 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2016 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
FDO Partners, LLC | 3 | 1 | 0.48% | 0.61% | 0.89% | Q1 2016 | Q4 2017 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.00% | 0.24% | 0.42% | Q3 2013 | Q3 2014 | 5 |
Canal Capital Management, LLC | 5 | 5 | 0.87% | 0.97% | 1.08% | Q4 2014 | Q4 2015 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 1.20% | 1.32% | 1.39% | Q1 2015 | Q1 2016 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.21% | 0.23% | 0.24% | Q2 2013 | Q2 2014 | 5 |
Vise Technologies, Inc. | 4 | 1 | 0.05% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 5 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 5 | 5 | 1.48% | 2.24% | 2.97% | Q2 2014 | Q2 2015 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q2 2014 | 5 |
Parametric Risk Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.34% | 1.69% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.16% | 0.26% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.69% | 0.85% | 1.08% | Q2 2021 | Q1 2022 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.31% | 0.36% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.04% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 1.09% | 1.21% | 1.26% | Q1 2019 | Q4 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.13% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.57% | 1.34% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.44% | 0.52% | 0.64% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.87% | 1.01% | 1.24% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.28% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR TRUST Co | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 1.07% | 1.23% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.00% | 0.36% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.40% | 0.48% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Prana Capital Management, LP | 2 | 2 | 0.07% | 1.31% | 2.64% | Q4 2021 | Q2 2023 | 4 |
EULAV Asset Management | 4 | 4 | 0.03% | 0.08% | 0.10% | Q3 2013 | Q2 2014 | 4 |
Wedmont Private Capital | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.23% | 0.26% | 0.33% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.20% | 0.24% | 0.35% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.15% | 0.20% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.35% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.26% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 4 |
KENFARB & CO. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Ameliora Wealth Management Ltd. | 4 | 4 | 0.01% | 0.21% | 0.36% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 4 | 4 | 1.25% | 2.00% | 3.43% | Q4 2015 | Q3 2016 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Intelligent Financial Strategies | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
LEO BROKERAGE, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.21% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
COOPERMAN LEON G | 3 | 1 | 0.02% | 1.07% | 2.10% | Q2 2013 | Q2 2014 | 4 |
TLP GROUP LLC | 2 | 1 | 0.04% | 0.13% | 0.18% | Q2 2016 | Q1 2018 | 4 |
Eisler Capital (US) LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 4 |
Samsung Asset Management (New York), Inc. | 4 | 4 | 0.80% | 0.89% | 0.97% | Q4 2015 | Q3 2016 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Omega Advisors Inc. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q2 2015 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.14% | 0.17% | 0.18% | Q1 2022 | Q4 2022 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.25% | 0.55% | 0.90% | Q4 2013 | Q4 2016 | 4 |
NICOLET BANKSHARES INC | 3 | 1 | 0.10% | 0.23% | 0.34% | Q2 2016 | Q2 2017 | 4 |
Zions Trust, National Association | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.20% | 0.26% | 0.33% | Q2 2021 | Q2 2023 | 4 |
Overbrook Management Corp | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q1 2014 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.21% | 0.32% | Q4 2017 | Q4 2018 | 4 |
FORTEM FINANCIAL GROUP, LLC | 4 | 4 | 0.36% | 0.40% | 0.48% | Q2 2022 | Q1 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q1 2019 | Q4 2019 | 4 |
Atom Investors LP | 2 | 1 | 0.09% | 0.28% | 0.49% | Q3 2021 | Q3 2023 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Svenska Handelsbanken AB (publ) | 4 | 4 | 0.97% | 7.18% | 16.94% | Q4 2015 | Q3 2016 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q2 2021 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.17% | 0.25% | 0.33% | Q3 2018 | Q2 2019 | 4 |
NORTH AMERICAN MANAGEMENT CORP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2014 | 4 |
Enterprise Bank & Trust Co | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Donald L. Hagan, LLC | 4 | 4 | 0.30% | 0.33% | 0.35% | Q4 2020 | Q3 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.36% | 0.71% | 0.92% | Q2 2016 | Q1 2017 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.18% | 0.19% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Bison Wealth, LLC | 3 | 1 | 0.11% | 0.15% | 0.22% | Q1 2015 | Q4 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 4 | 0.09% | 0.18% | 0.28% | Q3 2022 | Q2 2023 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Independence Capital Asset Partners, LLC | 4 | 4 | 0.82% | 1.46% | 1.74% | Q2 2013 | Q1 2014 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 4 |
Santa Fe Partners LLC | 1 | 1 | 0.10% | 0.17% | 0.23% | Q3 2013 | Q4 2015 | 4 |
Cinctive Capital Management LP | 3 | 1 | 0.10% | 0.29% | 0.68% | Q2 2020 | Q2 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.30% | 0.37% | 0.44% | Q3 2016 | Q2 2017 | 4 |
NorthRock Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 4 | 4 | 0.28% | 0.42% | 0.49% | Q2 2015 | Q1 2016 | 4 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.13% | 0.50% | 1.01% | Q3 2020 | Q3 2021 | 4 |
Stonehage Fleming (UK) Ltd | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2015 | Q4 2015 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 1 | 1 | 0.08% | 0.23% | 0.34% | Q2 2020 | Q4 2022 | 4 |
Pacifica Partners Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 4 |
Atlas Private Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
SOUND SHORE MANAGEMENT INC /CT/ | 4 | 4 | 1.60% | 2.45% | 2.80% | Q4 2017 | Q3 2018 | 4 |
COBALT CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.23% | 2.02% | 4.39% | Q3 2013 | Q2 2014 | 4 |
Vilas Fund, LP | 4 | 4 | 1.52% | 1.87% | 2.61% | Q4 2018 | Q3 2019 | 4 |
Donoghue Forlines LLC | 4 | 4 | 1.05% | 1.26% | 1.49% | Q4 2017 | Q3 2018 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 2 | 1 | 0.09% | 0.10% | 0.12% | Q1 2017 | Q2 2018 | 4 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q1 2014 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Mizuho Markets Cayman LP | 2 | 1 | 0.04% | 0.08% | 0.14% | Q2 2020 | Q2 2023 | 4 |
Parkwood LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q3 2017 | 4 |
Man Investments Ltd | 4 | 4 | 0.12% | 0.21% | 0.31% | Q3 2013 | Q2 2014 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 4 |
HC FINANCIAL ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Sunnymeath Asset Management, Inc. | 3 | 1 | 0.06% | 0.68% | 1.45% | Q4 2015 | Q4 2016 | 4 |
CSS LLC/IL | 3 | 1 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q1 2022 | 4 |
First National Bank of Mount Dora, Trust Investment Services | 4 | 4 | 0.14% | 1.05% | 1.48% | Q2 2013 | Q1 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Birch Hill Investment Advisors LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 4 |
Truadvice, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.14% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 0.29% | 0.40% | 0.51% | Q1 2018 | Q1 2019 | 4 |
GLG INC. | 3 | 3 | 0.09% | 0.20% | 0.34% | Q2 2013 | Q4 2013 | 4 |
DECADE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.43% | 1.24% | 3.07% | Q2 2013 | Q1 2014 | 4 |
Spartan Planning & Wealth Management | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ackerman Capital Advisors, LLC | 4 | 4 | 0.08% | 0.60% | 1.14% | Q1 2019 | Q4 2019 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.23% | 0.27% | 0.30% | Q1 2015 | Q4 2015 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.10% | 0.15% | 0.17% | Q4 2013 | Q3 2014 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.98% | 1.51% | 1.92% | Q2 2013 | Q1 2014 | 4 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Clearview Wealth Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.04% | 0.36% | 1.17% | Q4 2020 | Q3 2022 | 4 |
Origin Asset Management LLP | 4 | 4 | 0.70% | 0.87% | 1.02% | Q2 2013 | Q1 2014 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2021 | 4 |
BANK OF HAWAII | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2020 | 4 |
ACR Alpine Capital Research, LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Bronson Point Management LLC | 2 | 2 | 0.93% | 2.06% | 3.71% | Q1 2016 | Q1 2017 | 4 |
Appaloosa Management | 4 | 4 | 0.65% | 2.00% | 3.01% | Q2 2013 | Q1 2014 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.01% | 0.19% | 0.31% | Q4 2018 | Q3 2022 | 4 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.10% | 0.27% | Q3 2013 | Q2 2021 | 4 |
CI Global Investments Inc. | 3 | 1 | 0.03% | 0.13% | 0.22% | Q3 2013 | Q3 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2022 | 4 |
Absolute Return Capital, LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2014 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2016 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Lomas Capital Management, LLC | 3 | 1 | 2.14% | 2.86% | 4.14% | Q2 2013 | Q2 2015 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.10% | 0.27% | 0.36% | Q4 2016 | Q3 2017 | 4 |
Portman Square Capital LLP | 1 | 1 | 0.13% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
First Washington CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MQS Management LLC | 3 | 3 | 0.19% | 0.34% | 0.58% | Q4 2022 | Q2 2023 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.16% | 0.26% | Q1 2020 | Q3 2023 | 3 |
SWARTHMORE GROUP INC | 3 | 3 | 3.50% | 3.60% | 3.67% | Q2 2014 | Q4 2014 | 3 |
Bell & Brown Wealth Advisors, LLC | 3 | 3 | 0.53% | 0.59% | 0.63% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
TradeLink Global Equity LLC | 2 | 1 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q3 2014 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q1 2021 | 3 |
Sitrin Capital Management LLC | 3 | 3 | 2.48% | 2.64% | 2.86% | Q4 2015 | Q2 2016 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q4 2018 | 3 |
First Trust Bank, Ltd. | 3 | 3 | 4.46% | 6.37% | 7.60% | Q3 2013 | Q1 2014 | 3 |
SLS MANAGEMENT LLC | 3 | 3 | 3.81% | 5.96% | 7.87% | Q3 2015 | Q1 2016 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.18% | 0.35% | Q4 2015 | Q2 2017 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 3 |
Howard Capital Management Inc. | 2 | 1 | 1.10% | 1.16% | 1.22% | Q4 2017 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.07% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q1 2018 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
ACUITY INVESTMENT MANAGEMENT INC | 2 | 1 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q1 2014 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 2.47% | 2.50% | 2.54% | Q2 2013 | Q4 2013 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.12% | 0.43% | 0.81% | Q4 2022 | Q3 2023 | 3 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 2 | 1 | 2.87% | 4.16% | 6.41% | Q2 2018 | Q4 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Legacy Bridge, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.01% | 0.33% | 0.96% | Q3 2017 | Q1 2018 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.09% | 0.19% | 0.28% | Q1 2014 | Q4 2015 | 3 |
Cyrus J. Lawrence, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Nokota Management, LP | 3 | 3 | 0.18% | 0.34% | 0.45% | Q3 2013 | Q1 2014 | 3 |
DE BURLO GROUP INC | 3 | 3 | 0.67% | 1.27% | 1.58% | Q3 2013 | Q1 2014 | 3 |
MALTESE CAPITAL MANAGEMENT LLC | 3 | 3 | 1.15% | 1.47% | 2.01% | Q2 2013 | Q4 2013 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.51% | 0.52% | 0.53% | Q2 2013 | Q4 2013 | 3 |
Northstar Advisory Group, LLC | 3 | 3 | 0.23% | 0.26% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Kernodle & Katon Asset Management Group, LLC | 3 | 3 | 0.75% | 0.89% | 0.97% | Q3 2016 | Q1 2017 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2017 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2019 | 3 |
Sterneck Capital Management, LLC | 3 | 3 | 0.16% | 0.22% | 0.33% | Q1 2018 | Q3 2018 | 3 |
Holloway Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 3 |
AM Squared Ltd | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Senator Investment Group LP | 3 | 3 | 2.20% | 2.91% | 3.45% | Q3 2013 | Q1 2014 | 3 |
BlueMar Capital Management, LLC | 2 | 1 | 2.32% | 5.88% | 7.74% | Q4 2013 | Q2 2015 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.15% | 0.30% | 0.52% | Q4 2022 | Q3 2023 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 3 |
Chanos & Co LP | 3 | 3 | 0.70% | 0.81% | 0.86% | Q4 2016 | Q2 2017 | 3 |
Berger Financial Group, Inc | 3 | 3 | 0.43% | 0.47% | 0.50% | Q1 2023 | Q3 2023 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2013 | Q2 2014 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.16% | 0.21% | 0.23% | Q1 2022 | Q3 2022 | 3 |
HRS Investment Holdings, LLC | 3 | 3 | 0.38% | 1.10% | 2.09% | Q4 2015 | Q2 2016 | 3 |
W ADVISORS, LLC | 2 | 1 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q4 2022 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 0.51% | 0.65% | 0.77% | Q4 2016 | Q2 2017 | 3 |
Platform Technology Partners | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2020 | Q4 2020 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.08% | 0.16% | 0.31% | Q2 2018 | Q1 2021 | 3 |
SFMG, LLC | 3 | 3 | 0.12% | 0.17% | 0.21% | Q2 2019 | Q4 2019 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Banco BTG Pactual S.A. | 1 | 1 | 0.01% | 0.12% | 0.21% | Q1 2020 | Q1 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 3 | 3 | 0.28% | 0.39% | 0.59% | Q4 2021 | Q2 2022 | 3 |
Winton Capital Management Ltd | 3 | 3 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q1 2014 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 0.69% | 0.70% | 0.70% | Q4 2013 | Q2 2014 | 3 |
SPROTT INC. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q1 2016 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 1.30% | 2.36% | Q2 2019 | Q1 2020 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 0.54% | 0.87% | 1.46% | Q4 2016 | Q2 2017 | 3 |
Axiom Financial Strategies, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.09% | 0.35% | 0.58% | Q2 2016 | Q1 2017 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
Founders Financial Alliance, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.17% | 0.33% | Q4 2018 | Q4 2019 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.20% | 0.51% | 0.67% | Q1 2019 | Q4 2020 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
SCHARF INVESTMENTS, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q2 2016 | 3 |
KOKUSAI Asset Management Co., Ltd. | 3 | 3 | 2.05% | 2.19% | 2.38% | Q3 2011 | Q1 2012 | 3 |
Cypress Capital Group | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q1 2017 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.85% | 0.97% | 1.08% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q3 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2016 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.09% | 0.28% | 0.40% | Q1 2019 | Q4 2019 | 3 |
Curated Wealth Partners LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q2 2021 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Buffington Mohr McNeal | 3 | 3 | 0.87% | 0.92% | 0.96% | Q2 2013 | Q4 2013 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.73% | 0.82% | 0.96% | Q2 2017 | Q4 2017 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 0.26% | 0.31% | 0.36% | Q3 2022 | Q1 2023 | 3 |
Li Winifred I | 3 | 3 | 0.16% | 0.21% | 0.27% | Q2 2014 | Q4 2014 | 3 |
tru Independence LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.60% | 0.70% | 0.76% | Q1 2021 | Q3 2021 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.12% | Q1 2016 | Q3 2016 | 3 |
US FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 3 |
Invenomic Capital Management LP | 3 | 3 | 0.20% | 0.36% | 0.44% | Q1 2021 | Q3 2021 | 3 |
Arbiter Partners Capital Management LLC | 3 | 3 | 0.51% | 0.65% | 0.82% | Q4 2015 | Q2 2016 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
TRILOGY GLOBAL ADVISORS LP | 3 | 3 | 0.57% | 1.36% | 2.49% | Q2 2013 | Q4 2013 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.05% | 0.11% | 0.22% | Q3 2014 | Q3 2019 | 3 |
Voleon Capital Management LP | 3 | 3 | 0.11% | 0.53% | 1.26% | Q2 2019 | Q4 2019 | 3 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Evanston Investments, Inc., dba Evanston Advisors | 3 | 3 | 1.74% | 1.80% | 1.85% | Q1 2018 | Q3 2018 | 3 |
Watershed Asset Management, L.L.C. | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q2 2022 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Achievement Holdings L.P. | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2015 | 3 |
Brendel Financial Advisors LLC | 2 | 1 | 0.00% | 1.01% | 1.63% | Q2 2021 | Q2 2022 | 3 |
Graypoint LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OPTIONS SOLUTIONS, LLC | 2 | 1 | 0.10% | 0.32% | 0.44% | Q3 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.10% | 0.18% | Q1 2016 | Q2 2023 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q4 2015 | 3 |
Scott & Selber, Inc. | 1 | 1 | 1.26% | 1.43% | 1.58% | Q1 2014 | Q1 2017 | 3 |
Blue Granite Capital, LLC | 3 | 3 | 0.03% | 0.48% | 1.39% | Q4 2016 | Q2 2017 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2021 | 3 |
Frontier Wealth Management LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q4 2018 | 3 |
Maple Capital Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.22% | 0.26% | 0.30% | Q1 2014 | Q3 2014 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.13% | 0.16% | 0.18% | Q4 2017 | Q1 2019 | 3 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
XML Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
TigerShark Management, LLC | 3 | 3 | 0.75% | 0.82% | 0.89% | Q2 2013 | Q4 2013 | 3 |
GlobalBridge, Inc. | 3 | 3 | 0.50% | 0.56% | 0.61% | Q3 2013 | Q1 2014 | 3 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.46% | 0.48% | 0.52% | Q1 2021 | Q3 2021 | 3 |
Owl Creek Asset Management, L.P. | 2 | 1 | 1.73% | 2.90% | 4.59% | Q2 2013 | Q1 2014 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.13% | 0.28% | 0.37% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Great Diamond Partners, LLC | 2 | 1 | 0.06% | 0.30% | 0.42% | Q4 2019 | Q3 2022 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.10% | 0.18% | 0.22% | Q4 2015 | Q2 2016 | 3 |
NWAM LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2012 | Q4 2012 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.14% | 0.94% | 2.33% | Q2 2013 | Q4 2013 | 3 |
Julex Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.01% | 0.43% | 1.28% | Q4 2021 | Q3 2022 | 3 |
Windsor Creek Advisors, LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q2 2019 | 3 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.05% | 0.09% | 0.13% | Q1 2021 | Q2 2022 | 3 |
Canvas Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2021 | Q3 2021 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.10% | 0.23% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Chinook Capital Management | 3 | 3 | 2.35% | 2.51% | 2.73% | Q2 2013 | Q4 2013 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q3 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 3 | 0.57% | 0.78% | 1.01% | Q1 2018 | Q3 2018 | 3 |
Alpha Family Trust | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 3 |
Unigestion Holding SA | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Accuvest Global Advisors | 3 | 3 | 0.00% | 0.11% | 0.17% | Q1 2017 | Q3 2017 | 3 |
Menard Financial Group LLC | 2 | 1 | 0.32% | 0.34% | 0.37% | Q4 2019 | Q3 2020 | 3 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 3 |
MILES CAPITAL, INC. | 2 | 1 | 0.12% | 0.14% | 0.16% | Q3 2017 | Q2 2018 | 3 |
CLEAR STREET LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.10% | 0.18% | 0.26% | Q4 2017 | Q1 2018 | 2 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 2 | 1.20% | 1.51% | 1.82% | Q1 2022 | Q2 2022 | 2 |
MANA Advisors LLC | 1 | 1 | 0.75% | 0.81% | 0.87% | Q4 2017 | Q1 2019 | 2 |
BFSG, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 2 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 2 |
CenturyLink Investment Management Co | 2 | 2 | 0.68% | 0.70% | 0.73% | Q4 2016 | Q1 2017 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2022 | 2 |
Polianta Ltd | 2 | 2 | 0.66% | 0.67% | 0.68% | Q3 2020 | Q4 2020 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.45% | 0.54% | 0.62% | Q2 2023 | Q3 2023 | 2 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 2 |
LYELL WEALTH MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 2 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 2 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2021 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2016 | Q3 2016 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.06% | 0.54% | 1.03% | Q4 2018 | Q4 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Inlet Private Wealth, LLC | 2 | 2 | 0.94% | 1.06% | 1.18% | Q4 2018 | Q1 2019 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.10% | 0.26% | 0.42% | Q1 2021 | Q1 2021 | 2 |
Costello Asset Management, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2015 | Q1 2023 | 2 |
CETERA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.60% | 0.65% | 0.69% | Q4 2015 | Q1 2016 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.78% | 0.96% | 1.14% | Q4 2022 | Q3 2023 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 2 |
Ashburton (Jersey) Ltd | 1 | 1 | 0.00% | 0.35% | 0.69% | Q4 2015 | Q2 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.08% | 0.17% | 0.27% | Q4 2018 | Q3 2019 | 2 |
AMARILLO NATIONAL BANK | 2 | 2 | 0.29% | 0.35% | 0.41% | Q2 2015 | Q3 2015 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CPR Investments Inc. | 2 | 2 | 0.42% | 0.44% | 0.47% | Q4 2021 | Q1 2022 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Ninety One North America, Inc. | 2 | 2 | 0.46% | 0.97% | 1.48% | Q4 2014 | Q1 2015 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.09% | 0.16% | Q1 2017 | Q3 2022 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.29% | 0.69% | 1.08% | Q2 2017 | Q2 2017 | 2 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.43% | 0.86% | Q4 2013 | Q4 2014 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q1 2020 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Numina Capital Management, LLC | 1 | 1 | 2.83% | 2.96% | 3.08% | Q4 2015 | Q4 2015 | 2 |
Palo Capital, Inc. | 1 | 1 | 0.10% | 0.34% | 0.58% | Q2 2015 | Q2 2016 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Single Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.83% | 1.21% | 1.58% | Q4 2022 | Q1 2023 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2015 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ADI CAPITAL MANAGEMENT LLC | 2 | 2 | 4.38% | 4.50% | 4.61% | Q4 2016 | Q1 2017 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.31% | 0.39% | 0.48% | Q4 2017 | Q1 2018 | 2 |
Davis Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
StellarOne CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q4 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.34% | 0.62% | 0.90% | Q2 2019 | Q2 2020 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
East Coast Asset Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.18% | 0.24% | 0.31% | Q4 2018 | Q4 2019 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q4 2013 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Fractal Investments LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Claren Road Asset Management, LLC | 2 | 2 | 3.76% | 4.60% | 5.44% | Q3 2013 | Q4 2013 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 5.51% | 5.85% | 6.20% | Q4 2013 | Q1 2014 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Humankind Investments LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
CFS, LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q2 2014 | Q3 2014 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
RAIFF PARTNERS INC | 1 | 1 | 6.41% | 8.03% | 9.65% | Q3 2016 | Q2 2017 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NFJ INVESTMENT GROUP, LLC | 2 | 2 | 0.28% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Cognios Capital, LLC | 1 | 1 | 0.02% | 0.30% | 0.58% | Q2 2019 | Q1 2020 | 2 |
US Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Taika Capital, LP | 2 | 2 | 1.18% | 1.98% | 2.78% | Q1 2022 | Q2 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q4 2013 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Delphia (USA) Inc. | 1 | 1 | 0.30% | 0.31% | 0.32% | Q1 2022 | Q4 2022 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.48% | 0.51% | 0.55% | Q4 2022 | Q1 2023 | 2 |
Family Management Corp | 1 | 1 | 0.42% | 1.28% | 2.14% | Q2 2013 | Q4 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 1 | 1 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q4 2022 | 2 |
Kula Investments, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FirstPurpose Wealth LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.47% | 0.95% | 1.44% | Q4 2022 | Q1 2023 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2014 | Q3 2014 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.37% | 0.47% | 0.57% | Q4 2022 | Q1 2023 | 2 |
TFB Advisors LLC | 1 | 1 | 0.10% | 0.23% | 0.36% | Q4 2022 | Q2 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.15% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 2 |
Sonoma Private Wealth LLC | 2 | 2 | 0.78% | 0.87% | 0.95% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.33% | 0.38% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2017 | Q4 2017 | 2 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hall Kathryn A. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q1 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.21% | 0.74% | 1.28% | Q2 2015 | Q2 2015 | 2 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 2 |
MCRAE CAPITAL MANAGEMENT INC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
JCIC Asset Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.68% | 0.78% | 0.88% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.58% | 0.58% | 0.59% | Q2 2013 | Q3 2013 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2016 | Q1 2017 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q4 2016 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.46% | 0.73% | 0.99% | Q3 2013 | Q4 2013 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.16% | 0.48% | 0.80% | Q2 2013 | Q3 2013 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.94% | 1.93% | 2.92% | Q2 2013 | Q3 2013 | 2 |
Jabre Capital Partners S.A. | 2 | 2 | 1.47% | 1.54% | 1.62% | Q3 2015 | Q4 2015 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 2 |
USA MUTUALS ADVISORS, INC. | 2 | 2 | 0.37% | 0.44% | 0.51% | Q1 2013 | Q2 2013 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.29% | 0.33% | 0.36% | Q4 2013 | Q1 2014 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Nicholas Investment Partners, LP | 1 | 1 | 0.15% | 0.19% | 0.24% | Q3 2013 | Q4 2016 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Leucadia National | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.92% | 0.94% | 0.96% | Q1 2017 | Q2 2017 | 2 |
IMS Capital Management | 1 | 1 | 0.00% | 0.48% | 0.95% | Q2 2013 | Q3 2018 | 2 |
Cambridge Financial Group, Inc. | 2 | 2 | 3.08% | 3.15% | 3.21% | Q3 2013 | Q4 2013 | 2 |
BBVA USA | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q3 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 2 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.32% | 0.38% | 0.44% | Q4 2013 | Q2 2015 | 2 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.14% | 0.25% | Q2 2016 | Q4 2022 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.49% | 0.51% | 0.53% | Q2 2016 | Q2 2023 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.50% | 0.51% | 0.53% | Q1 2019 | Q2 2019 | 2 |
Harvest Capital Strategies LLC | 1 | 1 | 0.05% | 0.14% | 0.24% | Q2 2013 | Q2 2015 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q2 2017 | Q3 2017 | 2 |
DAVIS R M INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
SONATA CAPITAL GROUP INC | 1 | 1 | 0.18% | 0.18% | 0.19% | Q4 2014 | Q2 2015 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q3 2013 | Q4 2013 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.13% | 0.24% | Q2 2019 | Q2 2020 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.42% | 0.43% | 0.43% | Q4 2014 | Q1 2015 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
CHATHAM CAPITAL GROUP, INC. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 2.01% | 2.06% | 2.11% | Q2 2013 | Q3 2013 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 2 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.26% | 0.73% | 1.21% | Q2 2013 | Q4 2018 | 2 |
WAFRA INC. | 1 | 1 | 0.70% | 1.06% | 1.42% | Q2 2016 | Q2 2022 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Capital International Sarl | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SHIKIAR ASSET MANAGEMENT INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.10% | 1.15% | 1.20% | Q3 2017 | Q4 2017 | 2 |
Gradient Capital Advisors, LLC | 2 | 2 | 0.22% | 0.25% | 0.27% | Q4 2017 | Q1 2018 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ninepoint Partners LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2022 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
LAZARI CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2013 | Q3 2013 | 1 |
United Community Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2023 | Q3 2023 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2023 | Q3 2023 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2015 | Q4 2015 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AXIOM INVESTORS LLC /DE | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NBW CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 5.20% | 5.20% | 5.20% | Q1 2014 | Q1 2014 | 1 |
Ratan Capital Management LP | 1 | 1 | 4.26% | 4.26% | 4.26% | Q4 2016 | Q4 2016 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2013 | Q2 2013 | 1 |
Parameter Capital Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2021 | Q1 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2013 | Q3 2013 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IRONWOOD WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2013 | Q3 2013 | 1 |
TKG Advisors, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2014 | Q1 2014 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2015 | Q4 2015 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
INSTITUTIONAL CAPITAL LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hoese & Co LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Audent Global Asset Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2012 | Q4 2012 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2014 | Q3 2014 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Emrys Partners, L.P. | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2013 | Q4 2013 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2013 | Q3 2013 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Welch Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2012 | Q4 2012 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Scoria Capital Partners LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2015 | Q4 2015 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2023 | Q2 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2018 | Q1 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2016 | Q4 2016 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HERON FINANCIAL GROUP, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
ALLEGHANY CORP /DE | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2016 | Q4 2016 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2014 | Q4 2014 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Platte River Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
LaFleur & Godfrey LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2022 | Q2 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
JSF Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Wright Private Asset Management | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2013 | Q2 2013 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CG Asset Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2014 | Q1 2014 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MITCHELL CAPITAL MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Prosiris Capital Management LP | 1 | 1 | 4.48% | 4.48% | 4.48% | Q3 2015 | Q3 2015 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Full18 Capital LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
EJF Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Regis Management CO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2015 | Q3 2015 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Deer Park Road Corp | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
KR CAPITAL PARTNERS I L P | 1 | 1 | 12.87% | 12.87% | 12.87% | Q1 2016 | Q1 2016 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
BRC Investment Management LLC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Senvest Management, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2018 | Q1 2018 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
KEMPER Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2013 | Q3 2013 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independence Trust CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2016 | Q3 2016 | 1 |
Aurora Investment Counsel | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q1 2021 | Q1 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
Adirondack Funds | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NS Partners Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2022 | Q3 2022 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
CCM INVESTMENT ADVISERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Opera Trading Capital | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
GLG Partners LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2015 | Q2 2015 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2018 | Q1 2018 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HIGHSIDE CAPITAL MANAGEMENT L P | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2013 | Q2 2013 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sicart Associates LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2016 | Q4 2016 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2015 | Q2 2015 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2016 | Q3 2016 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2018 | Q1 2018 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2023 | Q1 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2016 | Q2 2016 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Doman Group, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2021 | Q4 2021 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2017 | Q1 2017 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
Benchmark Investment Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2014 | Q3 2014 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2023 | Q1 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kelman-Lazarov, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Zenit Asset Management AB | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2014 | Q1 2014 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Longer Investments Inc. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2015 | Q2 2015 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CMT Asset Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Standard Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PROVIDENT TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
OSKIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.19% | 3.19% | 3.19% | Q3 2017 | Q3 2017 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RBF Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2017 | Q2 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Alpha Wave Global, LP | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2021 | Q3 2021 | 1 |
HALL CAPITAL MANAGEMENT CO INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EDENTREE ASSET MANAGEMENT Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
First County Bank /CT/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own METLIFE INC or have owned METLIFE INC in the past.