Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 97 |
HSBC HOLDINGS PLC | 34 | 34 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 92 |
Citadel Advisors | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 91 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 88 |
Cutler Group LLC / CA | 20 | 10 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q3 2023 | 88 |
Parallax Volatility Advisers, L.P. | 33 | 33 | 0.00% | 0.01% | 0.14% | Q2 2015 | Q2 2023 | 88 |
Walleye Trading LLC | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 86 |
JANE STREET GROUP, LLC | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 85 |
BNP PARIBAS FINANCIAL MARKETS | 33 | 33 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2023 | 80 |
BARCLAYS PLC | 34 | 34 | 0.00% | 0.03% | 0.36% | Q2 2015 | Q3 2023 | 78 |
GOLDMAN SACHS GROUP INC | 34 | 34 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 70 |
UBS Group AG | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 69 |
MILLENNIUM MANAGEMENT LLC | 30 | 3 | 0.00% | 0.03% | 0.16% | Q2 2015 | Q3 2023 | 64 |
CREDIT SUISSE AG/ | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 58 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 2 | 0.00% | 0.03% | 0.55% | Q4 2015 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 56 |
D. E. Shaw & Co., Inc. | 25 | 8 | 0.00% | 0.04% | 0.22% | Q2 2015 | Q3 2023 | 55 |
Paloma Partners Management Co | 15 | 1 | 0.00% | 0.05% | 0.39% | Q2 2015 | Q2 2023 | 51 |
Twin Tree Management, LP | 14 | 2 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q2 2023 | 51 |
TWO SIGMA INVESTMENTS, LP | 25 | 1 | 0.00% | 0.07% | 0.47% | Q2 2015 | Q3 2023 | 50 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.04% | 0.28% | Q2 2015 | Q3 2023 | 48 |
PEAK6 Investments LLC | 13 | 2 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 34 | 34 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 45 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.10% | 0.49% | Q3 2015 | Q3 2023 | 45 |
BROADWOOD CAPITAL INC | 34 | 34 | 0.55% | 29.99% | 49.66% | Q2 2015 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 40 |
HighTower Advisors, LLC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 39 |
Centiva Capital, LP | 7 | 2 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 37 |
Creative Planning | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 37 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 34 | 34 | 0.00% | 0.18% | 0.33% | Q2 2015 | Q3 2023 | 36 |
Cubist Systematic Strategies, LLC | 21 | 12 | 0.00% | 0.13% | 0.66% | Q2 2015 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q3 2023 | 35 |
BlackRock Inc. | 34 | 34 | 0.00% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 35 |
FULTON BANK, N.A. | 35 | 35 | 0.03% | 0.09% | 0.30% | Q2 2015 | Q4 2023 | 35 |
SEI INVESTMENTS CO | 34 | 34 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
EAGLE ASSET MANAGEMENT INC | 34 | 34 | 0.14% | 0.41% | 0.62% | Q2 2015 | Q3 2023 | 34 |
SHELTON CAPITAL MANAGEMENT | 34 | 34 | 0.13% | 0.22% | 0.48% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 34 | 34 | 0.03% | 0.15% | 0.31% | Q2 2015 | Q3 2023 | 34 |
CONNING INC. | 34 | 34 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 34 | 0.01% | 0.04% | 0.17% | Q2 2015 | Q3 2023 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.09% | 0.31% | 0.56% | Q2 2015 | Q3 2023 | 34 |
State of New Jersey Common Pension Fund D | 34 | 34 | 0.06% | 0.12% | 0.25% | Q2 2015 | Q3 2023 | 34 |
INTRUST BANK NA | 34 | 34 | 0.03% | 0.13% | 0.47% | Q2 2015 | Q3 2023 | 34 |
SECURIAN ASSET MANAGEMENT, INC | 34 | 34 | 0.05% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Renaissance Technologies | 34 | 34 | 0.03% | 0.40% | 1.03% | Q2 2015 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
FMR LLC | 34 | 34 | 0.15% | 0.25% | 0.37% | Q2 2015 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.02% | 0.20% | 0.67% | Q2 2015 | Q3 2023 | 34 |
PITCAIRN CO | 34 | 34 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 34 | 34 | 0.08% | 0.10% | 0.12% | Q2 2015 | Q3 2023 | 34 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 34 | 34 | 0.04% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 34 |
NISA INVESTMENT ADVISORS, LLC | 34 | 34 | 0.07% | 0.11% | 0.34% | Q2 2015 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 34 | 34 | 0.00% | 0.09% | 0.39% | Q2 2015 | Q3 2023 | 34 |
STATE STREET CORP | 34 | 34 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
HAP Trading, LLC | 15 | 1 | 0.00% | 0.14% | 0.72% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 34 | 34 | 0.04% | 0.16% | 0.52% | Q2 2015 | Q3 2023 | 34 |
MARSHALL & SULLIVAN INC /WA/ | 34 | 34 | 1.76% | 2.44% | 4.54% | Q2 2015 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34 | 34 | 0.05% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 34 | 34 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
STRS OHIO | 34 | 34 | 0.03% | 0.07% | 0.15% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.07% | 0.09% | 0.11% | Q2 2015 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 34 | 0.04% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 34 | 34 | 0.00% | 0.15% | 0.64% | Q2 2015 | Q3 2023 | 34 |
TD ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
FEDERATED HERMES, INC. | 34 | 34 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.01% | 0.08% | 0.22% | Q2 2015 | Q3 2023 | 34 |
Norinchukin Bank, The | 34 | 34 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
ProShare Advisors LLC | 34 | 34 | 0.08% | 0.14% | 0.19% | Q2 2015 | Q3 2023 | 34 |
LOOMIS SAYLES & CO L P | 34 | 34 | 1.75% | 2.56% | 3.03% | Q2 2015 | Q3 2023 | 34 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.36% | 0.56% | 0.72% | Q2 2015 | Q3 2023 | 34 |
STATE OF WISCONSIN INVESTMENT BOARD | 34 | 34 | 0.04% | 0.11% | 0.18% | Q2 2015 | Q3 2023 | 34 |
UBS ASSET MANAGEMENT AMERICAS INC | 34 | 34 | 0.05% | 0.08% | 0.13% | Q2 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 34 | 34 | 0.04% | 0.09% | 0.20% | Q2 2015 | Q3 2023 | 34 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 34 | 34 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
VOYA INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.03% | 0.28% | 0.75% | Q2 2015 | Q3 2023 | 34 |
Asset Management One Co., Ltd. | 34 | 34 | 0.04% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Nuveen Asset Management, LLC | 34 | 34 | 0.02% | 0.20% | 0.41% | Q2 2015 | Q3 2023 | 34 |
Allianz Asset Management GmbH | 34 | 34 | 0.01% | 0.07% | 0.19% | Q2 2015 | Q3 2023 | 34 |
Saturna Capital CORP | 34 | 34 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
PANAGORA ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.05% | 0.22% | Q2 2015 | Q3 2023 | 34 |
Stephens Investment Management Group LLC | 34 | 34 | 0.14% | 0.57% | 0.94% | Q2 2015 | Q3 2023 | 34 |
SG Americas Securities, LLC | 34 | 34 | 0.00% | 0.04% | 0.25% | Q2 2015 | Q3 2023 | 34 |
Candriam S.C.A. | 34 | 34 | 0.01% | 0.10% | 0.59% | Q2 2015 | Q3 2023 | 34 |
Louisiana State Employees Retirement System | 34 | 34 | 0.06% | 0.09% | 0.16% | Q2 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.02% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Kentucky Retirement Systems | 34 | 34 | 0.08% | 0.10% | 0.14% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.07% | 0.09% | 0.11% | Q2 2015 | Q3 2023 | 34 |
SVB WEALTH LLC | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
CIBC Private Wealth Group, LLC | 34 | 34 | 0.04% | 0.11% | 0.56% | Q2 2015 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34 | 34 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 34 | 34 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
APG Asset Management N.V. | 34 | 34 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
CANADA PENSION PLAN INVESTMENT BOARD | 34 | 34 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 34 | 34 | 0.12% | 0.20% | 0.29% | Q2 2015 | Q3 2023 | 34 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 34 | 34 | 0.09% | 0.12% | 0.25% | Q2 2015 | Q3 2023 | 34 |
JANUS HENDERSON GROUP PLC | 34 | 34 | 0.00% | 0.13% | 0.41% | Q2 2015 | Q3 2023 | 34 |
MONTAG & CALDWELL, LLC | 34 | 34 | 0.01% | 2.47% | 3.75% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.01% | 0.06% | 0.30% | Q2 2015 | Q3 2023 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
RAYMOND JAMES TRUST N.A. | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Chevy Chase Trust Holdings, LLC | 34 | 34 | 0.07% | 0.09% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Livforsakringsbolaget Skandia, Omsesidigt | 34 | 34 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Utah Retirement Systems | 34 | 34 | 0.07% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
HARTFORD INVESTMENT MANAGEMENT CO | 34 | 34 | 0.07% | 0.11% | 0.17% | Q2 2015 | Q3 2023 | 34 |
National Pension Service | 34 | 34 | 0.08% | 0.11% | 0.15% | Q2 2015 | Q3 2023 | 34 |
Mitsubishi UFJ Trust & Banking Corp | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34 | 34 | 0.03% | 0.08% | 0.23% | Q2 2015 | Q3 2023 | 34 |
TEXAS PERMANENT SCHOOL FUND CORP | 34 | 34 | 0.05% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
NORDEA INVESTMENT MANAGEMENT AB | 34 | 34 | 0.00% | 0.18% | 0.45% | Q2 2015 | Q3 2023 | 34 |
DSM CAPITAL PARTNERS LLC | 34 | 34 | 0.78% | 2.68% | 5.13% | Q2 2015 | Q3 2023 | 34 |
AQR Capital Management | 34 | 34 | 0.02% | 0.16% | 0.39% | Q2 2015 | Q3 2023 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 34 |
AXA S.A. | 34 | 34 | 0.09% | 0.17% | 0.32% | Q2 2015 | Q3 2023 | 34 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 34 | 34 | 0.06% | 0.08% | 0.16% | Q2 2015 | Q3 2023 | 34 |
AMERICAN INTERNATIONAL GROUP, INC. | 34 | 34 | 0.03% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 34 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 34 | 34 | 0.05% | 0.10% | 0.15% | Q2 2015 | Q3 2023 | 34 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.02% | 0.15% | Q2 2016 | Q3 2023 | 34 |
ALLIANCEBERNSTEIN L.P. | 34 | 34 | 0.21% | 0.53% | 0.92% | Q2 2015 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
GATEWAY INVESTMENT ADVISERS LLC | 34 | 34 | 0.13% | 0.22% | 0.32% | Q2 2015 | Q3 2023 | 34 |
Swiss National Bank | 34 | 34 | 0.08% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
RHUMBLINE ADVISERS | 34 | 34 | 0.07% | 0.09% | 0.11% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Kentucky Retirement Systems Insurance Trust Fund | 34 | 34 | 0.08% | 0.11% | 0.14% | Q2 2015 | Q3 2023 | 34 |
BLAIR WILLIAM & CO/IL | 34 | 34 | 0.00% | 0.01% | 0.11% | Q2 2015 | Q3 2023 | 34 |
LOGAN CAPITAL MANAGEMENT INC | 34 | 34 | 0.37% | 0.87% | 1.48% | Q2 2015 | Q3 2023 | 34 |
State of Tennessee, Treasury Department | 34 | 34 | 0.02% | 0.10% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Waldron Private Wealth LLC | 34 | 34 | 0.03% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 34 |
First Horizon Advisors, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
FIRST TRUST ADVISORS LP | 34 | 34 | 0.01% | 0.14% | 0.31% | Q2 2015 | Q3 2023 | 34 |
CENTRAL TRUST Co | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
PRINCIPAL FINANCIAL GROUP INC | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 34 | 34 | 0.30% | 1.02% | 1.67% | Q2 2015 | Q3 2023 | 34 |
AVIVA PLC | 34 | 34 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 34 | 34 | 0.04% | 0.07% | 0.24% | Q2 2015 | Q3 2023 | 34 |
PROFUND ADVISORS LLC | 34 | 34 | 0.07% | 0.13% | 0.22% | Q2 2015 | Q3 2023 | 34 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.04% | 0.30% | Q3 2015 | Q3 2023 | 34 |
Invesco Ltd. | 34 | 34 | 0.03% | 0.12% | 0.21% | Q2 2015 | Q3 2023 | 34 |
Retirement Systems of Alabama | 34 | 34 | 0.04% | 0.16% | 0.32% | Q2 2015 | Q3 2023 | 34 |
NATIXIS ADVISORS, L.P. | 34 | 34 | 0.33% | 0.62% | 0.93% | Q2 2015 | Q3 2023 | 34 |
BANK OF NOVA SCOTIA | 34 | 34 | 0.00% | 0.04% | 0.19% | Q2 2015 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
CIBC Asset Management Inc | 34 | 34 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
MACQUARIE GROUP LTD | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
CPWM, LLC | 33 | 1 | 0.03% | 0.06% | 0.11% | Q1 2012 | Q3 2022 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 34 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Mitsubishi UFJ Asset Management Co., Ltd. | 34 | 34 | 0.07% | 0.10% | 0.36% | Q2 2015 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 34 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 34 | 34 | 0.02% | 0.06% | 0.26% | Q2 2015 | Q3 2023 | 34 |
KBC Group NV | 34 | 34 | 0.02% | 0.15% | 0.36% | Q2 2015 | Q3 2023 | 34 |
FRANKLIN RESOURCES INC | 34 | 34 | 0.13% | 0.17% | 0.24% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
NORTHERN TRUST CORP | 34 | 34 | 0.06% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
M&T BANK CORP | 34 | 34 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
VANGUARD GROUP INC | 34 | 34 | 0.05% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui Trust Holdings, Inc. | 34 | 34 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 34 | 34 | 0.01% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
US BANCORP \DE\ | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 34 | 34 | 0.04% | 0.13% | 0.26% | Q2 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 34 | 34 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Rafferty Asset Management, LLC | 34 | 34 | 0.02% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Legal & General Group Plc | 34 | 34 | 0.07% | 0.09% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Daiwa Securities Group Inc. | 34 | 34 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 34 |
DIMENSIONAL FUND ADVISORS LP | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Arizona State Retirement System | 33 | 33 | 0.05% | 0.08% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2022 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 14 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q3 2023 | 33 |
KEYBANK NATIONAL ASSOCIATION/OH | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.04% | 0.10% | 0.18% | Q3 2015 | Q3 2023 | 33 |
CKW FINANCIAL GROUP | 25 | 8 | 0.00% | 0.03% | 0.03% | Q2 2015 | Q3 2023 | 33 |
Point72 Hong Kong Ltd | 11 | 2 | 0.00% | 0.10% | 1.22% | Q4 2015 | Q3 2022 | 33 |
BOKF, NA | 24 | 9 | 0.03% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 33 |
EASTERN BANK | 33 | 33 | 0.01% | 0.27% | 0.91% | Q3 2015 | Q3 2023 | 33 |
Connor, Clark & Lunn Investment Management Ltd. | 33 | 33 | 0.00% | 0.11% | 0.31% | Q3 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 5 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.07% | 0.09% | 0.11% | Q3 2015 | Q3 2023 | 33 |
SENTRY INVESTMENT MANAGEMENT LLC | 24 | 9 | 0.04% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 33 |
Veritable, L.P. | 33 | 33 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q3 2023 | 33 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 31 | 2 | 0.04% | 0.28% | 1.64% | Q2 2015 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 30 | 3 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 33 |
WESTPAC BANKING CORP | 32 | 1 | 0.01% | 0.05% | 0.18% | Q2 2015 | Q3 2023 | 33 |
Robeco Institutional Asset Management B.V. | 27 | 6 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 28 | 5 | 0.11% | 0.16% | 0.33% | Q2 2015 | Q3 2023 | 33 |
WHITTIER TRUST CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
BESSEMER GROUP INC | 29 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
Ameritas Investment Partners, Inc. | 32 | 32 | 0.05% | 0.14% | 0.32% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 22 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.12% | 0.30% | Q4 2015 | Q4 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.03% | 0.04% | 0.09% | Q1 2016 | Q4 2023 | 32 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 32 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
Neuberger Berman Group LLC | 32 | 32 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.07% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Gradient Investments LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
COMERICA BANK | 30 | 1 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 26 | 5 | 0.00% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 31 |
CIM, LLC | 31 | 31 | 2.54% | 3.59% | 5.48% | Q2 2015 | Q4 2022 | 31 |
NORGES BANK | 31 | 31 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q4 2022 | 31 |
Pacer Advisors, Inc. | 19 | 12 | 0.01% | 0.08% | 0.17% | Q4 2015 | Q3 2023 | 31 |
Mirae Asset Global Investments Co., Ltd. | 27 | 1 | 0.01% | 0.14% | 0.53% | Q2 2015 | Q3 2023 | 31 |
BNP Paribas Asset Management Holding S.A. | 31 | 31 | 0.00% | 0.07% | 0.32% | Q1 2016 | Q3 2023 | 31 |
AMERICAN CENTURY COMPANIES INC | 31 | 31 | 0.05% | 0.23% | 0.37% | Q1 2016 | Q3 2023 | 31 |
BANK OF THE WEST | 31 | 31 | 0.24% | 0.49% | 1.13% | Q2 2015 | Q4 2022 | 31 |
Private Advisor Group, LLC | 14 | 4 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 24 | 7 | 0.00% | 0.03% | 0.24% | Q2 2015 | Q3 2023 | 31 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 27 | 1 | 0.00% | 0.23% | 0.61% | Q2 2015 | Q3 2023 | 31 |
CENTRAL BANK & TRUST CO | 30 | 30 | 0.02% | 0.34% | 1.09% | Q2 2016 | Q3 2023 | 30 |
Calamos Advisors LLC | 30 | 30 | 0.03% | 0.11% | 0.36% | Q2 2016 | Q3 2023 | 30 |
FIRST NATIONAL TRUST CO | 30 | 30 | 0.01% | 0.15% | 0.48% | Q2 2016 | Q3 2023 | 30 |
Grove Bank & Trust | 30 | 30 | 0.01% | 0.13% | 0.20% | Q2 2016 | Q3 2023 | 30 |
DekaBank Deutsche Girozentrale | 16 | 5 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 30 |
PEAK6 Group LLC | 13 | 13 | 0.01% | 0.08% | 0.27% | Q2 2015 | Q2 2018 | 30 |
EATON VANCE MANAGEMENT | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2022 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 30 | 0.02% | 0.06% | 0.13% | Q2 2016 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.03% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 30 | 30 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 13 | 6 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 30 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.16% | 0.69% | Q2 2015 | Q3 2023 | 29 |
EXANE DERIVATIVES | 29 | 29 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2022 | 29 |
Supplemental Annuity Collective Trust of NJ | 29 | 29 | 0.10% | 0.31% | 0.51% | Q3 2016 | Q3 2023 | 29 |
Alyeska Investment Group, L.P. | 18 | 1 | 0.18% | 0.62% | 1.32% | Q4 2015 | Q3 2023 | 29 |
DOCK STREET ASSET MANAGEMENT INC | 29 | 29 | 1.12% | 2.55% | 3.51% | Q3 2016 | Q3 2023 | 29 |
Anchor Investment Management, LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2023 | 29 |
PineBridge Investments, L.P. | 17 | 2 | 0.00% | 0.09% | 0.33% | Q2 2015 | Q3 2023 | 29 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Tarbox Family Office, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 28 |
IBM Retirement Fund | 28 | 28 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q1 2022 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Korea Investment CORP | 14 | 1 | 0.00% | 0.10% | 0.25% | Q2 2015 | Q3 2023 | 28 |
Atria Investments, Inc | 19 | 1 | 0.01% | 0.11% | 0.27% | Q3 2015 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
ADVISOR PARTNERS LLC | 25 | 3 | 0.03% | 0.07% | 0.10% | Q2 2015 | Q2 2022 | 28 |
MACKENZIE FINANCIAL CORP | 26 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.00% | 0.04% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28 | 28 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q1 2022 | 28 |
CAPE COD FIVE CENTS SAVINGS BANK | 27 | 27 | 0.16% | 0.39% | 0.54% | Q1 2017 | Q3 2023 | 27 |
Glassman Wealth Services | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY TRUST CO | 19 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 27 |
Echo Street Capital Management LLC | 27 | 27 | 0.03% | 0.71% | 1.32% | Q1 2017 | Q3 2023 | 27 |
Sutton Wealth Advisors Inc. | 22 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25 | 2 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 27 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.02% | 0.11% | Q3 2016 | Q2 2023 | 27 |
FIRST QUADRANT LLC/CA | 27 | 27 | 0.01% | 0.07% | 0.40% | Q2 2015 | Q4 2021 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.03% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
FIRST MIDWEST BANK TRUST DIVISION | 27 | 27 | 0.04% | 0.08% | 0.46% | Q2 2015 | Q4 2021 | 27 |
Advisors Asset Management, Inc. | 22 | 5 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 27 |
ARROW FINANCIAL CORP | 27 | 27 | 0.01% | 0.20% | 0.50% | Q1 2017 | Q3 2023 | 27 |
SALEM INVESTMENT COUNSELORS INC | 19 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
CIBC WORLD MARKET INC. | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Quantbot Technologies LP | 15 | 2 | 0.01% | 0.24% | 1.17% | Q3 2015 | Q2 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.00% | 0.06% | 0.20% | Q1 2017 | Q3 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 26 |
FIL Ltd | 26 | 26 | 0.02% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Achmea Investment Management B.V. | 19 | 7 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 26 |
Venturi Wealth Management, LLC | 16 | 10 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 26 |
World Asset Management Inc | 26 | 26 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q3 2021 | 26 |
AMP Capital Investors Ltd | 26 | 26 | 0.03% | 0.10% | 0.17% | Q2 2015 | Q3 2021 | 26 |
PICTON MAHONEY ASSET MANAGEMENT | 18 | 3 | 0.06% | 0.30% | 0.88% | Q2 2015 | Q3 2023 | 26 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.26% | 0.86% | Q2 2015 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
ING GROEP NV | 8 | 1 | 0.01% | 0.10% | 0.58% | Q4 2015 | Q3 2023 | 25 |
Douglas Lane & Associates, LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 25 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 25 | 25 | 0.02% | 0.08% | 0.21% | Q2 2015 | Q2 2021 | 25 |
PICTET ASSET MANAGEMENT LTD | 25 | 25 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q2 2021 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 25 |
QS Investors, LLC | 25 | 25 | 0.00% | 0.07% | 0.18% | Q2 2015 | Q2 2021 | 25 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.08% | 0.15% | Q3 2011 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
State of Alaska, Department of Revenue | 25 | 25 | 0.03% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24 | 1 | 0.00% | 0.18% | 0.36% | Q1 2017 | Q3 2023 | 25 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 1 | 0.00% | 0.06% | 0.23% | Q2 2015 | Q4 2022 | 25 |
AMUNDI ASSET MANAGEMENT US, INC. | 24 | 24 | 0.01% | 0.04% | 0.18% | Q2 2015 | Q1 2021 | 24 |
WINTON GROUP Ltd | 17 | 1 | 0.01% | 0.57% | 2.23% | Q3 2016 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
TOBAM | 12 | 6 | 0.00% | 1.24% | 3.64% | Q3 2015 | Q3 2023 | 24 |
SHELL ASSET MANAGEMENT CO | 23 | 1 | 0.03% | 0.11% | 0.16% | Q2 2015 | Q2 2021 | 24 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.07% | 0.29% | Q1 2016 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.02% | 0.13% | 0.21% | Q4 2017 | Q3 2023 | 24 |
BBVA USA Bancshares, Inc. | 24 | 24 | 0.46% | 0.64% | 0.89% | Q2 2015 | Q1 2021 | 24 |
Autus Asset Management, LLC | 24 | 24 | 0.14% | 0.69% | 1.07% | Q1 2017 | Q4 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.02% | 0.08% | 0.21% | Q3 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AUXIER ASSET MANAGEMENT | 24 | 24 | 0.38% | 0.52% | 0.68% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MARSHALL WACE, LLP | 19 | 1 | 0.01% | 0.22% | 0.86% | Q1 2016 | Q2 2023 | 24 |
Carroll Financial Associates, Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.03% | 0.05% | 0.10% | Q2 2015 | Q1 2021 | 24 |
NEXT Financial Group, Inc | 14 | 10 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q4 2021 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 24 |
Man Group plc | 23 | 23 | 0.00% | 0.15% | 0.86% | Q1 2018 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.18% | 0.28% | 0.63% | Q4 2017 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.01% | 0.15% | 0.53% | Q1 2018 | Q3 2023 | 23 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 3 | 0.01% | 0.10% | 0.27% | Q2 2015 | Q3 2023 | 23 |
HOLLENCREST CAPITAL MANAGEMENT | 23 | 23 | 0.03% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Andra AP-fonden | 12 | 3 | 0.02% | 0.13% | 0.23% | Q3 2015 | Q3 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 23 | 23 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2020 | 23 |
Baystate Wealth Management LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Plante Moran Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 23 |
SCOUT INVESTMENTS, INC. | 14 | 9 | 0.11% | 0.47% | 0.83% | Q2 2015 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.04% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 23 |
MASON STREET ADVISORS, LLC | 23 | 23 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q4 2020 | 23 |
Bridgewater Associates | 13 | 1 | 0.00% | 0.32% | 0.73% | Q1 2016 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.08% | 0.30% | Q2 2015 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.07% | 0.09% | 0.10% | Q1 2018 | Q3 2023 | 23 |
COMMERCE BANK | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
Vident Investment Advisory, LLC | 14 | 1 | 0.00% | 0.04% | 0.23% | Q2 2015 | Q2 2023 | 23 |
Simplicity Solutions, LLC | 9 | 1 | 0.02% | 0.05% | 0.17% | Q4 2015 | Q3 2023 | 23 |
NS Partners Ltd | 23 | 23 | 0.64% | 0.82% | 1.09% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA ADVISERS, LP | 16 | 1 | 0.00% | 0.15% | 0.36% | Q4 2015 | Q3 2023 | 23 |
Aperio Group, LLC | 23 | 23 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q4 2020 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 17 | 6 | 0.03% | 0.19% | 0.29% | Q2 2015 | Q3 2023 | 23 |
Epoch Investment Partners, Inc. | 16 | 7 | 0.01% | 0.18% | 0.39% | Q4 2015 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 23 |
GIRARD PARTNERS LTD. | 23 | 23 | 0.15% | 0.28% | 0.38% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 22 |
Lido Advisors, LLC | 18 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 1 | 0.00% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 22 | 22 | 0.57% | 0.88% | 1.12% | Q2 2018 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 16 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 22 |
SEVEN EIGHT CAPITAL, LP | 11 | 1 | 0.00% | 0.34% | 1.02% | Q3 2015 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.03% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Laurel Wealth Advisors, Inc. | 22 | 22 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q4 2022 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 3 | 0.00% | 0.06% | 0.24% | Q2 2015 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.19% | 0.44% | 0.65% | Q2 2018 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.02% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 22 | 22 | 0.02% | 0.29% | 0.49% | Q2 2018 | Q3 2023 | 22 |
FDx Advisors, Inc. | 18 | 2 | 0.01% | 0.06% | 0.15% | Q3 2015 | Q3 2023 | 22 |
Covington Capital Management | 22 | 22 | 0.02% | 0.10% | 0.14% | Q2 2017 | Q3 2022 | 22 |
Balentine LLC | 10 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 22 |
APPLETON PARTNERS INC/MA | 22 | 22 | 0.27% | 0.40% | 0.54% | Q3 2018 | Q4 2023 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2021 | 22 |
Assenagon Asset Management S.A. | 17 | 2 | 0.00% | 0.17% | 0.46% | Q4 2017 | Q3 2023 | 22 |
Capital Impact Advisors, LLC | 21 | 21 | 0.37% | 0.57% | 0.86% | Q2 2015 | Q2 2020 | 21 |
CITIZENS FINANCIAL GROUP INC/RI | 20 | 1 | 0.01% | 0.15% | 0.69% | Q4 2015 | Q3 2023 | 21 |
CAXTON ASSOCIATES LP | 9 | 1 | 0.02% | 2.76% | 15.08% | Q2 2015 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.02% | 0.18% | Q1 2019 | Q3 2023 | 21 |
Employees Retirement System of Texas | 17 | 4 | 0.01% | 0.08% | 0.22% | Q2 2015 | Q1 2023 | 21 |
Ninety One UK Ltd | 21 | 21 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 14 | 1 | 0.00% | 0.09% | 0.50% | Q3 2016 | Q3 2023 | 21 |
INTACT INVESTMENT MANAGEMENT INC. | 7 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2023 | 21 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 9 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
NATIXIS | 13 | 1 | 0.00% | 0.09% | 0.36% | Q2 2017 | Q3 2023 | 21 |
PUTNAM INVESTMENTS LLC | 21 | 21 | 0.00% | 0.05% | 0.18% | Q2 2015 | Q2 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Engineers Gate Manager LP | 14 | 1 | 0.01% | 0.21% | 0.76% | Q4 2015 | Q3 2023 | 21 |
Elgethun Capital Management | 19 | 1 | 0.09% | 0.12% | 0.15% | Q4 2016 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 21 |
FORT, L.P. | 21 | 21 | 0.00% | 0.44% | 0.85% | Q3 2018 | Q3 2023 | 21 |
Ninety One North America, Inc. | 21 | 21 | 0.04% | 0.17% | 0.33% | Q3 2018 | Q3 2023 | 21 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 3 | 0.04% | 0.44% | 0.82% | Q2 2015 | Q1 2022 | 20 |
FIRST INTERSTATE BANK | 20 | 20 | 0.08% | 0.16% | 0.21% | Q3 2015 | Q2 2020 | 20 |
Meiji Yasuda Life Insurance Co | 19 | 1 | 0.01% | 0.11% | 0.24% | Q3 2017 | Q3 2023 | 20 |
WESTWOOD HOLDINGS GROUP INC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q4 2022 | 20 |
Lenox Wealth Advisors, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.05% | 0.15% | 0.53% | Q2 2015 | Q1 2020 | 20 |
Knuff & Co LLC | 20 | 20 | 1.17% | 1.76% | 2.16% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.04% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
South Dakota Investment Council | 13 | 7 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 1 | 0.00% | 0.03% | 0.13% | Q2 2015 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Defender Capital, LLC. | 20 | 20 | 4.31% | 9.48% | 17.27% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 11 | 9 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.58% | 0.75% | 0.92% | Q4 2018 | Q3 2023 | 20 |
MAVERICK CAPITAL LTD | 12 | 1 | 0.00% | 0.43% | 4.98% | Q1 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 20 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 17 | 3 | 0.09% | 0.26% | 0.60% | Q3 2015 | Q3 2023 | 20 |
Tredje AP-fonden | 15 | 1 | 0.02% | 0.07% | 0.13% | Q2 2015 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.31% | 0.57% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.13% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2020 | 20 |
NN Investment Partners Holdings N.V. | 13 | 1 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q1 2022 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.43% | 0.85% | 1.21% | Q4 2018 | Q3 2023 | 20 |
Municipal Employees' Retirement System of Michigan | 13 | 7 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q2 2020 | 20 |
Zurich Insurance Group Ltd/FI | 17 | 3 | 0.00% | 0.17% | 0.97% | Q3 2015 | Q3 2023 | 20 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
PDT Partners, LLC | 12 | 1 | 0.04% | 0.42% | 0.74% | Q3 2015 | Q2 2023 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q3 2022 | 19 |
MBM Wealth Consultants, LLC | 19 | 19 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q2 2023 | 19 |
FIRST MERCANTILE TRUST CO | 18 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2020 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2022 | 19 |
COLONY GROUP LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 19 |
OSSIAM | 16 | 3 | 0.01% | 0.60% | 1.34% | Q4 2018 | Q3 2023 | 19 |
Integre Asset Management, LLC | 19 | 19 | 0.47% | 1.54% | 3.81% | Q2 2015 | Q4 2019 | 19 |
OPTIMUM INVESTMENT ADVISORS | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2022 | 19 |
HBK Sorce Advisory LLC | 19 | 19 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2019 | 19 |
Mariner, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
TCW GROUP INC | 19 | 19 | 0.64% | 0.89% | 1.13% | Q2 2015 | Q4 2019 | 19 |
First Personal Financial Services | 19 | 19 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q4 2019 | 19 |
TRUST CO OF VERMONT | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 19 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 19 |
Principal Street Partners, LLC | 19 | 19 | 0.12% | 0.26% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 15 | 3 | 0.05% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 18 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2022 | 18 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q3 2022 | 18 |
Icon Wealth Partners, LLC | 9 | 3 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 18 |
SUNTRUST BANKS INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
BOSTON ADVISORS LLC | 18 | 18 | 0.01% | 0.22% | 0.69% | Q2 2015 | Q3 2019 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
Sterling Capital Management LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2019 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 17 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q4 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q1 2021 | 18 |
MOTCO | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
SHAKER INVESTMENTS LLC/OH | 18 | 18 | 0.83% | 1.03% | 1.77% | Q2 2019 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2020 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Catalyst Capital Advisors LLC | 12 | 2 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.17% | 0.82% | Q2 2015 | Q3 2023 | 18 |
Bremer Bank National Association | 15 | 3 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 18 |
CLEARARC CAPITAL INC | 18 | 18 | 0.08% | 0.09% | 0.12% | Q3 2015 | Q4 2019 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.17% | 0.38% | 0.51% | Q2 2019 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q1 2022 | 18 |
Clarius Group, LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
ExodusPoint Capital Management, LP | 9 | 2 | 0.01% | 0.12% | 0.39% | Q4 2018 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2022 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.07% | 0.36% | 0.97% | Q3 2015 | Q2 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 17 |
Horizon Investments, LLC | 16 | 1 | 0.01% | 0.16% | 2.33% | Q2 2019 | Q3 2023 | 17 |
Versant Capital Management, Inc | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 17 |
FRED ALGER MANAGEMENT, LLC | 13 | 4 | 0.00% | 0.01% | 0.18% | Q4 2015 | Q1 2021 | 17 |
PRUDENTIAL PLC | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.13% | 0.40% | Q3 2015 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 17 |
ETRADE Capital Management LLC | 14 | 3 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q3 2020 | 17 |
Artisan Partners Limited Partnership | 13 | 1 | 0.11% | 0.36% | 0.57% | Q2 2015 | Q1 2023 | 17 |
ALLSTATE CORP | 17 | 17 | 0.03% | 0.04% | 0.08% | Q4 2018 | Q4 2022 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.20% | 0.26% | 0.31% | Q4 2019 | Q4 2023 | 17 |
MERITAGE PORTFOLIO MANAGEMENT | 17 | 17 | 0.49% | 0.57% | 0.72% | Q3 2017 | Q3 2021 | 17 |
Arnhold LLC | 17 | 17 | 0.18% | 0.24% | 0.40% | Q1 2018 | Q1 2022 | 17 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 17 | 17 | 0.07% | 0.09% | 0.13% | Q3 2015 | Q3 2019 | 17 |
SEEYOND | 17 | 17 | 0.07% | 0.19% | 0.83% | Q4 2018 | Q4 2022 | 17 |
COMMONWEALTH BANK OF AUSTRALIA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 17 |
USA FINANCIAL FORMULAS | 10 | 1 | 0.00% | 1.31% | 3.79% | Q2 2015 | Q3 2023 | 17 |
Rehmann Capital Advisory Group | 7 | 5 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
USS Investment Management Ltd | 9 | 4 | 0.01% | 0.26% | 1.34% | Q4 2018 | Q3 2023 | 17 |
Cornerstone Advisors, Inc. | 17 | 17 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q2 2019 | 17 |
Greystone Managed Investments Inc. | 16 | 16 | 0.34% | 0.39% | 0.49% | Q2 2015 | Q1 2019 | 16 |
TEACHERS ADVISORS, LLC | 16 | 16 | 0.06% | 0.17% | 0.27% | Q2 2015 | Q1 2019 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 12 | 2 | 0.03% | 0.11% | 0.22% | Q2 2015 | Q2 2023 | 16 |
TWIN CAPITAL MANAGEMENT INC | 16 | 16 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q2 2022 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 16 |
BARINGS LLC | 8 | 2 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q2 2021 | 16 |
GREENLEAF TRUST | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.26% | 0.31% | 0.37% | Q2 2015 | Q1 2019 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 16 |
OppenheimerFunds, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2019 | 16 |
Capital Research Global Investors | 11 | 5 | 0.01% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 16 |
Quantitative Investment Management, LLC | 5 | 1 | 0.07% | 0.31% | 0.87% | Q2 2015 | Q2 2023 | 16 |
JENNISON ASSOCIATES LLC | 15 | 1 | 0.00% | 0.57% | 1.01% | Q2 2015 | Q3 2020 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 5 | 0.00% | 0.08% | 0.97% | Q4 2019 | Q4 2023 | 16 |
BP PLC | 8 | 2 | 0.04% | 0.09% | 0.20% | Q2 2016 | Q2 2021 | 16 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.02% | 0.16% | 0.46% | Q3 2015 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.14% | 0.27% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.29% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
CAAS CAPITAL MANAGEMENT LP | 8 | 8 | 0.01% | 0.08% | 0.25% | Q1 2021 | Q4 2022 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.15% | 0.20% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.05% | 0.33% | Q4 2015 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Arden Trust Co | 16 | 16 | 0.05% | 0.12% | 0.19% | Q1 2020 | Q4 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Sands Capital Management | 16 | 16 | 0.56% | 1.67% | 1.98% | Q4 2016 | Q3 2020 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 14 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 13 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 16 |
FIRST FINANCIAL CORP /IN/ | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q4 2018 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ClearBridge Investments | 15 | 15 | 0.37% | 0.64% | 0.86% | Q1 2020 | Q3 2023 | 15 |
THORNBURG INVESTMENT MANAGEMENT INC | 15 | 15 | 0.05% | 0.10% | 0.14% | Q2 2015 | Q4 2018 | 15 |
MARSICO CAPITAL MANAGEMENT LLC | 12 | 3 | 0.07% | 0.33% | 1.91% | Q1 2016 | Q4 2022 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.04% | 0.19% | 0.48% | Q4 2018 | Q2 2022 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
COMERICA SECURITIES,INC. | 15 | 15 | 0.05% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.07% | 0.12% | Q1 2017 | Q3 2020 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.09% | 0.22% | 0.33% | Q2 2015 | Q4 2018 | 15 |
Ativo Capital Management LLC | 15 | 15 | 0.41% | 0.75% | 1.16% | Q2 2018 | Q4 2021 | 15 |
BB&T SECURITIES, LLC | 14 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2019 | 15 |
Geneva Partners, LLC | 15 | 15 | 1.16% | 1.94% | 2.92% | Q1 2020 | Q3 2023 | 15 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 15 | 15 | 0.11% | 0.44% | 0.72% | Q2 2015 | Q4 2018 | 15 |
NuWave Investment Management, LLC | 12 | 3 | 0.00% | 0.20% | 0.71% | Q4 2017 | Q3 2021 | 15 |
BRAUN STACEY ASSOCIATES INC | 15 | 15 | 0.04% | 0.69% | 1.12% | Q2 2015 | Q4 2018 | 15 |
CREDIT AGRICOLE S A | 12 | 3 | 0.01% | 0.06% | 0.19% | Q2 2015 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q2 2020 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.06% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 15 | 15 | 0.02% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 14 | 1 | 0.08% | 0.47% | 1.61% | Q4 2018 | Q2 2023 | 15 |
Rathbones Group PLC | 10 | 2 | 0.45% | 0.90% | 1.23% | Q2 2017 | Q3 2023 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 4 | 0.01% | 0.05% | 0.18% | Q2 2017 | Q4 2022 | 15 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q1 2022 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q3 2019 | 15 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.06% | 0.26% | Q4 2015 | Q3 2023 | 15 |
A.R.T. Advisors, LLC | 9 | 6 | 0.05% | 0.24% | 0.56% | Q3 2015 | Q4 2019 | 15 |
Spot Trading L.L.C | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q1 2017 | 15 |
Horizon Kinetics | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
REGIONS FINANCIAL CORP | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Covenant Partners, LLC | 15 | 15 | 0.15% | 0.20% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.08% | 0.11% | 0.16% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 15 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 15 |
Douglass Winthrop Advisors, LLC | 15 | 15 | 1.56% | 1.97% | 2.34% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.08% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.08% | 0.11% | Q4 2016 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.08% | 0.24% | Q2 2017 | Q3 2021 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q4 2023 | 14 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.06% | 0.20% | Q2 2018 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.01% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.16% | 1.12% | 3.74% | Q2 2017 | Q1 2023 | 14 |
Sandy Spring Bank | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.08% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 14 |
EULAV Asset Management | 14 | 14 | 0.28% | 0.35% | 0.48% | Q2 2015 | Q3 2018 | 14 |
Avestar Capital, LLC | 7 | 3 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Bayesian Capital Management, LP | 4 | 1 | 0.11% | 0.48% | 1.26% | Q4 2015 | Q4 2022 | 14 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.03% | 0.13% | Q2 2015 | Q2 2023 | 14 |
Qube Research & Technologies Ltd | 4 | 1 | 0.03% | 0.19% | 0.63% | Q2 2018 | Q3 2023 | 14 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2022 | 14 |
People's United Financial, Inc. | 9 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 14 | 0.22% | 0.39% | 0.58% | Q2 2015 | Q3 2018 | 14 |
Liberty Mutual Group Asset Management Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2018 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Capital World Investors | 12 | 2 | 0.01% | 0.13% | 0.26% | Q3 2018 | Q3 2023 | 14 |
CreativeOne Wealth, LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Wealth Planning Services, Inc. | 13 | 13 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Altshuler Shaham Ltd | 7 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Institute for Wealth Management, LLC. | 5 | 1 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 13 |
ARGENT CAPITAL MANAGEMENT LLC | 13 | 13 | 0.98% | 1.26% | 1.40% | Q3 2020 | Q3 2023 | 13 |
Mn Services Vermogensbeheer B.V. | 9 | 4 | 0.04% | 0.09% | 0.11% | Q1 2016 | Q2 2019 | 13 |
Trexquant Investment LP | 7 | 1 | 0.03% | 0.22% | 0.67% | Q4 2016 | Q2 2023 | 13 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.00% | 0.24% | 0.80% | Q2 2015 | Q3 2020 | 13 |
DUNCKER STREETT & CO INC | 7 | 2 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q1 2020 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.36% | 0.47% | 0.54% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CORNERSTONE ADVISORS INC | 10 | 1 | 0.00% | 0.15% | 0.24% | Q3 2015 | Q4 2021 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.14% | 0.54% | Q3 2015 | Q2 2023 | 13 |
Quantamental Technologies LLC | 4 | 3 | 0.10% | 0.48% | 1.59% | Q4 2018 | Q2 2023 | 13 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
Northeast Financial Consultants Inc | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TT INTERNATIONAL | 13 | 13 | 0.21% | 0.68% | 0.94% | Q3 2015 | Q3 2018 | 13 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Calamos Wealth Management LLC | 13 | 13 | 0.13% | 0.21% | 0.32% | Q2 2016 | Q2 2019 | 13 |
Cypress Capital Group | 11 | 2 | 0.03% | 0.10% | 0.18% | Q2 2015 | Q2 2021 | 13 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2020 | 13 |
FINANCIAL COUNSELORS INC | 9 | 4 | 0.03% | 0.08% | 0.12% | Q3 2015 | Q4 2018 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 13 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Hudson Bay Capital Management LP | 6 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 13 |
WEALTHFRONT Corp | 10 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2018 | 13 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
GAM Holding AG | 9 | 1 | 0.01% | 0.06% | 0.11% | Q2 2015 | Q3 2019 | 12 |
Williams Jones Wealth Management, LLC. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.04% | 0.09% | 0.17% | Q2 2015 | Q3 2023 | 12 |
Amica Retiree Medical Trust | 12 | 12 | 0.17% | 0.51% | 0.77% | Q3 2019 | Q2 2022 | 12 |
Tidal Investments LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 12 |
Alberta Investment Management Corp | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 10 | 2 | 0.15% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 12 |
FCF Advisors LLC | 10 | 2 | 0.50% | 0.97% | 1.22% | Q2 2017 | Q1 2021 | 12 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 12 | 12 | 0.09% | 0.11% | 0.12% | Q2 2015 | Q1 2018 | 12 |
Harvest Fund Management Co., Ltd | 5 | 2 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q2 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Maryland Capital Management | 12 | 12 | 1.41% | 1.65% | 2.09% | Q4 2019 | Q3 2022 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 12 |
AMICA MUTUAL INSURANCE CO | 12 | 12 | 0.17% | 0.49% | 0.76% | Q3 2019 | Q2 2022 | 12 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
LORD, ABBETT & CO. LLC | 5 | 1 | 0.03% | 0.10% | 0.23% | Q2 2015 | Q2 2023 | 12 |
Virtue Capital Management, LLC | 8 | 4 | 0.07% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 12 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.11% | 0.34% | Q2 2015 | Q4 2019 | 12 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Bristlecone Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
Edgestream Partners, L.P. | 5 | 1 | 0.02% | 0.16% | 0.71% | Q4 2018 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 8 | 4 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 12 |
HL FINANCIAL SERVICES LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2018 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Mint Tower Capital Management B.V. | 3 | 1 | 0.00% | 0.08% | 0.44% | Q2 2018 | Q3 2021 | 12 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.00% | 0.23% | 0.99% | Q2 2015 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 11 | 1 | 0.38% | 0.48% | 0.54% | Q4 2017 | Q4 2020 | 12 |
Heartland Bank & Trust Co | 12 | 12 | 0.30% | 0.49% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Capital International, Inc./CA/ | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Granite Investment Partners, LLC | 12 | 12 | 0.08% | 0.14% | 0.18% | Q3 2016 | Q2 2019 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.09% | 0.21% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Railway Pension Investments Ltd | 11 | 1 | 0.05% | 0.13% | 0.24% | Q4 2018 | Q3 2023 | 12 |
AJO, LP | 9 | 3 | 0.01% | 0.18% | 0.49% | Q2 2017 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Lakehouse Capital Pty Ltd | 10 | 1 | 2.31% | 6.49% | 10.35% | Q1 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.45% | 0.56% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.02% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 3 | 0.02% | 0.07% | 0.26% | Q2 2015 | Q3 2018 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BTG Pactual Global Asset Management Ltd | 7 | 5 | 0.35% | 1.33% | 2.66% | Q1 2017 | Q4 2021 | 12 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q1 2022 | 12 |
Ellevest, Inc. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 12 |
Zions Bancorporation | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 12 |
CI INVESTMENTS INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Financial Enhancement Group LLC | 9 | 3 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2022 | 12 |
Stone Ridge Asset Management LLC | 10 | 1 | 0.01% | 0.24% | 1.70% | Q2 2015 | Q1 2020 | 12 |
Capital Advisory Group Advisory Services, LLC | 11 | 1 | 0.00% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Pensionfund Sabic | 12 | 12 | 0.42% | 0.52% | 0.61% | Q2 2019 | Q1 2022 | 12 |
NEXT CENTURY GROWTH INVESTORS LLC | 12 | 12 | 0.12% | 0.28% | 0.40% | Q2 2015 | Q1 2018 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.05% | 0.41% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Itau Unibanco Holding S.A. | 9 | 1 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q2 2022 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 12 |
Procyon Advisors, LLC | 8 | 3 | 0.00% | 0.10% | 0.40% | Q4 2019 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 11 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.03% | 0.24% | 0.46% | Q4 2017 | Q3 2023 | 11 |
BROWN ADVISORY INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.21% | 0.30% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Parsec Financial Management, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
CULLINAN ASSOCIATES INC | 11 | 11 | 0.26% | 0.33% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Evercore Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
DUBUQUE BANK & TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Manchester Capital Management LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
UNIVEST FINANCIAL Corp | 8 | 3 | 0.38% | 0.63% | 0.73% | Q1 2019 | Q4 2021 | 11 |
Machina Capital S.A.S. | 5 | 1 | 0.21% | 0.64% | 1.42% | Q4 2018 | Q3 2023 | 11 |
Natixis Investment Managers International | 5 | 3 | 0.04% | 0.16% | 0.26% | Q2 2015 | Q3 2018 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.25% | 0.45% | Q4 2020 | Q2 2023 | 11 |
UMB Bank, n.a. | 8 | 3 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 11 |
New Jersey Better Educational Savings Trust | 8 | 1 | 0.19% | 0.39% | 0.56% | Q4 2015 | Q3 2020 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.02% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Fernwood Investment Management, LLC | 11 | 11 | 0.17% | 0.69% | 0.81% | Q1 2017 | Q3 2019 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.25% | 0.37% | 0.62% | Q2 2020 | Q3 2023 | 11 |
&PARTNERS | 11 | 11 | 0.14% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
GLG LLC | 11 | 11 | 0.06% | 0.10% | 0.17% | Q2 2015 | Q4 2017 | 11 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 9 | 1 | 0.08% | 0.16% | 0.23% | Q3 2006 | Q4 2018 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q4 2017 | 11 |
Capital International Sarl | 11 | 11 | 0.02% | 0.25% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Pensionfund DSM Netherlands | 11 | 11 | 0.09% | 0.42% | 0.60% | Q2 2019 | Q4 2021 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.10% | 0.28% | 0.46% | Q1 2020 | Q3 2022 | 11 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 11 |
Corient Capital Partners, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.16% | 0.17% | 0.22% | Q4 2017 | Q2 2020 | 11 |
AIA Group Ltd | 11 | 11 | 0.02% | 0.07% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 1.08% | 1.34% | 1.59% | Q4 2020 | Q3 2023 | 11 |
CASTLEARK MANAGEMENT LLC | 11 | 11 | 0.20% | 0.83% | 1.42% | Q3 2015 | Q1 2018 | 11 |
Bowling Portfolio Management LLC | 10 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 11 |
CWA Asset Management Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 11 |
GARRISON POINT ADVISORS, LLC | 6 | 5 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Capital International Investors | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
OAKBROOK INVESTMENTS LLC | 6 | 1 | 0.05% | 0.08% | 0.12% | Q2 2015 | Q3 2018 | 11 |
BAILARD, INC. | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
FT Options LLC | 3 | 1 | 0.01% | 0.09% | 0.20% | Q4 2015 | Q3 2017 | 11 |
Knights of Columbus Asset Advisors LLC | 11 | 11 | 0.44% | 0.51% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
ISTHMUS PARTNERS, LLC | 9 | 1 | 0.02% | 0.04% | 0.29% | Q3 2016 | Q2 2021 | 11 |
First Eagle Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2017 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.28% | 0.66% | Q4 2015 | Q3 2023 | 10 |
TSFG, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
DUALITY ADVISERS, LP | 5 | 1 | 0.02% | 0.25% | 0.48% | Q4 2018 | Q1 2022 | 10 |
ALGERT GLOBAL LLC | 4 | 3 | 0.03% | 0.32% | 0.63% | Q1 2020 | Q2 2023 | 10 |
SouthState Corp | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 10 |
MinichMacGregor Wealth Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Capula Management Ltd | 3 | 2 | 0.00% | 0.06% | 0.23% | Q4 2019 | Q3 2021 | 10 |
RAINIER INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.22% | 0.45% | 0.61% | Q2 2015 | Q3 2017 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q1 2023 | 10 |
CIM INVESTMENT MANAGEMENT INC | 5 | 5 | 0.10% | 0.22% | 0.41% | Q2 2016 | Q1 2019 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hirtle Callaghan & Co LLC | 10 | 10 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q3 2017 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 10 |
Cinctive Capital Management LP | 6 | 1 | 0.13% | 0.29% | 0.45% | Q1 2020 | Q1 2023 | 10 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2022 | 10 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Andesa Financial Management Inc. | 10 | 10 | 0.07% | 0.12% | 0.17% | Q3 2020 | Q4 2022 | 10 |
FinTrust Capital Advisors, LLC | 9 | 1 | 0.00% | 0.19% | 0.64% | Q4 2018 | Q2 2021 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Financial Insights, Inc. | 5 | 1 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 10 |
Gibraltar Capital Management, Inc. | 10 | 10 | 1.50% | 2.28% | 2.86% | Q2 2021 | Q3 2023 | 10 |
AGF INVESTMENTS INC. | 7 | 1 | 0.00% | 0.55% | 1.21% | Q2 2015 | Q4 2021 | 10 |
JARISLOWSKY, FRASER Ltd | 10 | 10 | 0.24% | 0.36% | 0.46% | Q2 2021 | Q3 2023 | 10 |
MOODY NATIONAL BANK TRUST DIVISION | 8 | 2 | 0.00% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 10 |
Nationwide Fund Advisors | 10 | 10 | 0.02% | 0.08% | 0.25% | Q2 2015 | Q3 2017 | 10 |
Jupiter Investment Management Ltd | 8 | 2 | 0.13% | 0.64% | 1.85% | Q2 2015 | Q2 2020 | 10 |
BANK OF STOCKTON | 10 | 10 | 0.08% | 0.15% | 0.25% | Q3 2020 | Q4 2022 | 10 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.08% | 0.20% | 0.64% | Q2 2015 | Q1 2021 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.06% | 0.30% | Q1 2020 | Q3 2023 | 10 |
TOMPKINS FINANCIAL CORP | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q1 2021 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.40% | 0.69% | 1.32% | Q2 2016 | Q3 2018 | 10 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q1 2023 | 10 |
Prime Capital Investment Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 5 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 10 |
Assured Investment Management LLC | 4 | 2 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q1 2019 | 10 |
Amundi | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 7 | 3 | 0.00% | 0.17% | 0.54% | Q2 2017 | Q3 2023 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q2 2023 | 10 |
CHILTON INVESTMENT CO INC. | 6 | 4 | 0.33% | 1.40% | 2.23% | Q2 2017 | Q3 2023 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q2 2019 | 9 |
AdvisorNet Financial, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
CHICAGO EQUITY PARTNERS LLC | 7 | 2 | 0.01% | 0.09% | 0.25% | Q2 2015 | Q1 2020 | 9 |
Harbour Capital Advisors, LLC | 8 | 1 | 0.17% | 0.39% | 0.54% | Q3 2016 | Q4 2018 | 9 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 9 |
Executive Wealth Management, LLC | 6 | 3 | 0.01% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 9 |
Sciencast Management LP | 3 | 1 | 0.20% | 0.40% | 0.62% | Q1 2016 | Q3 2023 | 9 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q1 2019 | 9 |
Cipher Capital LP | 4 | 1 | 0.05% | 0.28% | 0.56% | Q1 2017 | Q2 2021 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.16% | 0.21% | 0.31% | Q3 2021 | Q3 2023 | 9 |
HOLLAND CAPITAL MANAGEMENT LLC | 9 | 9 | 1.61% | 2.12% | 2.58% | Q2 2015 | Q2 2017 | 9 |
PARK NATIONAL CORP /OH/ | 6 | 3 | 0.01% | 0.14% | 0.50% | Q3 2020 | Q4 2023 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 1 | 0.04% | 0.10% | 0.27% | Q4 2016 | Q4 2019 | 9 |
Teamwork Financial Advisors, LLC | 7 | 2 | 0.10% | 0.82% | 1.14% | Q1 2020 | Q3 2023 | 9 |
Newfound Research LLC | 9 | 9 | 0.10% | 0.19% | 0.34% | Q3 2020 | Q3 2022 | 9 |
BANK OF HAWAII | 8 | 1 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q2 2020 | 9 |
Menard Financial Group LLC | 8 | 1 | 0.27% | 0.47% | 0.64% | Q2 2020 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 1 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CAPSTONE ASSET MANAGEMENT CO | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q2 2017 | 9 |
WENDELL DAVID ASSOCIATES INC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q4 2017 | 9 |
Quantinno Capital Management LP | 7 | 1 | 0.11% | 0.19% | 0.34% | Q2 2019 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.32% | 0.54% | Q3 2018 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
TURNER INVESTMENTS LLC | 9 | 9 | 0.14% | 1.02% | 1.65% | Q2 2015 | Q2 2017 | 9 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 9 |
PATTON FUND MANAGEMENT, INC. | 5 | 4 | 0.51% | 0.72% | 1.00% | Q2 2019 | Q3 2023 | 9 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q4 2020 | 9 |
TOTH FINANCIAL ADVISORY CORP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
THAMES CAPITAL MANAGEMENT LLC | 6 | 3 | 1.48% | 1.95% | 2.46% | Q3 2020 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.02% | 0.13% | 0.44% | Q4 2021 | Q3 2023 | 9 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 9 |
EMERALD ADVISERS, LLC | 9 | 9 | 0.02% | 0.11% | 0.18% | Q3 2015 | Q3 2017 | 9 |
Virtu KCG Holdings LLC | 9 | 9 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q2 2017 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.27% | 0.34% | 0.44% | Q4 2020 | Q4 2022 | 9 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.13% | 0.50% | 0.97% | Q4 2019 | Q3 2023 | 9 |
WRIGHT INVESTORS SERVICE INC | 7 | 2 | 0.09% | 0.18% | 0.30% | Q2 2015 | Q3 2020 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.10% | 0.16% | 0.20% | Q4 2016 | Q4 2018 | 9 |
ICON ADVISERS INC/CO | 8 | 1 | 0.02% | 0.13% | 0.28% | Q3 2015 | Q4 2017 | 9 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 9 | 0.52% | 0.71% | 0.79% | Q4 2021 | Q4 2023 | 9 |
Valley Forge Capital Management, LP | 9 | 9 | 9.89% | 15.99% | 18.77% | Q4 2016 | Q4 2018 | 9 |
STRATEGY ASSET MANAGERS LLC | 4 | 1 | 0.14% | 0.32% | 0.58% | Q3 2015 | Q3 2023 | 9 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.01% | 0.16% | 0.60% | Q2 2015 | Q2 2019 | 9 |
ETF MANAGERS GROUP, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q1 2021 | 9 |
CAPITAL GUARDIAN TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 9 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.06% | 0.23% | Q2 2017 | Q1 2022 | 9 |
WADDELL & REED FINANCIAL INC | 9 | 9 | 0.07% | 0.28% | 0.51% | Q2 2017 | Q2 2019 | 9 |
Renasant Bank | 9 | 9 | 0.16% | 0.20% | 0.26% | Q2 2021 | Q2 2023 | 9 |
PGGM Investments | 5 | 4 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Peloton Wealth Strategists | 9 | 9 | 0.32% | 0.84% | 1.06% | Q3 2021 | Q3 2023 | 9 |
Torch Wealth Management LLC | 9 | 9 | 0.20% | 0.26% | 0.33% | Q4 2017 | Q4 2019 | 9 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q4 2019 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.38% | 0.46% | 0.62% | Q4 2015 | Q4 2017 | 9 |
Bruderman Asset Management, LLC | 9 | 9 | 0.39% | 0.51% | 0.75% | Q2 2020 | Q2 2022 | 9 |
Accuvest Global Advisors | 7 | 2 | 0.00% | 0.12% | 0.28% | Q1 2017 | Q3 2022 | 9 |
FIRST HAWAIIAN BANK | 5 | 4 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.63% | 1.10% | 1.36% | Q3 2021 | Q3 2023 | 9 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JANUS HENDERSON INVESTORS US LLC | 8 | 8 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q1 2017 | 8 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q4 2017 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.04% | 0.16% | Q4 2022 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 5 | 3 | 0.06% | 0.07% | 0.11% | Q1 2019 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.02% | 0.40% | 0.89% | Q4 2016 | Q2 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.31% | 0.60% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.43% | 0.93% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.81% | 1.17% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q2 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.42% | 0.53% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.85% | 1.03% | 1.16% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 8 | 8 | 0.00% | 0.25% | 0.44% | Q2 2015 | Q1 2017 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Prospera Financial Services Inc | 4 | 2 | 0.00% | 0.05% | 0.19% | Q3 2020 | Q3 2023 | 8 |
Eagle Bay Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
STABLEFORD CAPITAL II LLC | 8 | 8 | 0.84% | 1.15% | 1.62% | Q1 2017 | Q4 2018 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.44% | 0.57% | 0.81% | Q4 2020 | Q3 2022 | 8 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.22% | 0.58% | Q3 2020 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BNC WEALTH MANAGEMENT, LLC | 6 | 1 | 0.04% | 0.79% | 1.36% | Q3 2020 | Q3 2023 | 8 |
NAPLES GLOBAL ADVISORS, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q1 2016 | Q4 2017 | 8 |
THOMPSON DAVIS & CO., INC. | 6 | 2 | 0.02% | 0.09% | 0.29% | Q2 2015 | Q3 2017 | 8 |
NIPPON LIFE INSURANCE CO | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Vontobel Holding Ltd. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 8 |
JT Stratford LLC | 5 | 3 | 0.09% | 0.15% | 0.22% | Q2 2019 | Q2 2022 | 8 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
CLINTON GROUP INC | 7 | 1 | 0.01% | 0.08% | 0.22% | Q4 2015 | Q2 2018 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
CrestPoint Capital Management, LLC | 8 | 8 | 0.15% | 0.34% | 1.15% | Q2 2015 | Q1 2017 | 8 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q1 2019 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.06% | 0.12% | Q1 2019 | Q1 2022 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 8 | 8 | 0.01% | 0.24% | 0.82% | Q3 2018 | Q2 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.27% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
AlphaStar Capital Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 0.30% | 0.60% | 1.16% | Q4 2021 | Q3 2023 | 8 |
DILLON & ASSOCIATES INC | 8 | 8 | 0.15% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Pointe Capital Management LLC | 8 | 8 | 0.13% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
SUMITOMO LIFE INSURANCE CO | 8 | 8 | 0.12% | 0.21% | 0.34% | Q2 2015 | Q1 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Versor Investments LP | 3 | 1 | 0.02% | 0.10% | 0.48% | Q4 2017 | Q3 2021 | 8 |
Teza Capital Management LLC | 3 | 1 | 0.09% | 0.23% | 0.40% | Q4 2016 | Q2 2021 | 8 |
FORA Capital, LLC | 4 | 1 | 0.05% | 0.16% | 0.35% | Q4 2019 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q1 2018 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.26% | 0.51% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
SWS Partners | 3 | 2 | 0.20% | 0.31% | 0.73% | Q2 2018 | Q3 2020 | 8 |
WoodTrust Financial Corp | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2017 | Q1 2020 | 8 |
Independence Bank of Kentucky | 7 | 1 | 0.00% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2016 | Q3 2018 | 8 |
Crewe Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.23% | 0.46% | Q4 2015 | Q1 2023 | 8 |
ATALANTA SOSNOFF CAPITAL, LLC | 5 | 1 | 0.01% | 0.29% | 1.05% | Q1 2016 | Q3 2019 | 8 |
Polaris Wealth Advisory Group, LLC | 6 | 1 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 7 |
Parkwood LLC | 6 | 1 | 0.09% | 0.21% | 0.73% | Q2 2015 | Q1 2020 | 7 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.51% | 1.27% | Q1 2020 | Q1 2023 | 7 |
Royal Fund Management, LLC | 4 | 3 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q1 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Woodline Partners LP | 5 | 2 | 0.16% | 0.24% | 0.37% | Q4 2020 | Q4 2022 | 7 |
Stanford Investment Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 7 |
Sustainable Insight Capital Management, LLC | 5 | 1 | 0.28% | 0.49% | 0.76% | Q1 2020 | Q2 2023 | 7 |
Atom Investors LP | 5 | 2 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q4 2020 | 7 |
Sequoia Financial Advisors, LLC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.04% | 0.10% | 0.22% | Q2 2015 | Q4 2016 | 7 |
UBS OCONNOR LLC | 4 | 2 | 0.01% | 0.15% | 0.34% | Q1 2016 | Q3 2017 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FORTEM FINANCIAL GROUP, LLC | 7 | 7 | 0.48% | 0.51% | 0.55% | Q3 2020 | Q1 2022 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2016 | 7 |
Cerebellum GP, LLC | 5 | 1 | 0.02% | 0.18% | 0.31% | Q1 2018 | Q3 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.10% | 0.60% | 1.39% | Q4 2018 | Q3 2023 | 7 |
Neo Ivy Capital Management | 2 | 1 | 0.01% | 0.20% | 0.54% | Q1 2019 | Q2 2023 | 7 |
PITTENGER & ANDERSON INC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 7 |
MONETARY MANAGEMENT GROUP INC | 7 | 7 | 0.04% | 0.31% | 0.84% | Q1 2017 | Q3 2018 | 7 |
Hexavest Inc. | 7 | 7 | 0.00% | 0.33% | 0.42% | Q1 2020 | Q3 2021 | 7 |
Ledyard National Bank | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 7 |
Progeny 3, Inc. | 7 | 7 | 0.65% | 1.09% | 1.52% | Q1 2020 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.12% | 0.37% | 0.68% | Q4 2015 | Q1 2019 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 1 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 7 |
Cooper Financial Group | 6 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 7 |
PFG Private Wealth Management, LLC | 5 | 2 | 0.00% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 7 |
Wedmont Private Capital | 6 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
Sather Financial Group Inc | 7 | 7 | 2.16% | 3.29% | 3.84% | Q1 2022 | Q3 2023 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q4 2016 | 7 |
CAMBRIDGE TRUST CO | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Coastline Trust Co | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2019 | 7 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 1 | 0.45% | 0.56% | 0.73% | Q1 2018 | Q3 2023 | 7 |
HANCOCK WHITNEY CORP | 3 | 1 | 0.01% | 0.16% | 0.49% | Q4 2015 | Q2 2021 | 7 |
FDO Partners, LLC | 5 | 2 | 0.12% | 0.44% | 0.91% | Q4 2015 | Q4 2017 | 7 |
Incline Global Management LLC | 4 | 1 | 3.74% | 5.50% | 6.74% | Q4 2019 | Q1 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.05% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.39% | 0.54% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Candlestick Capital Management LP | 4 | 1 | 0.42% | 1.27% | 2.67% | Q4 2019 | Q2 2022 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
BlackRock Group LTD | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q4 2016 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Virtus ETF Advisers LLC | 5 | 1 | 0.00% | 0.31% | 0.53% | Q2 2019 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q1 2019 | 7 |
BlackRock Japan Co. Ltd | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2015 | Q4 2016 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Winch Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Financial Advocates Investment Management | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 7 | 0.56% | 0.72% | 1.07% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 7 |
Melvin Capital Management LP | 4 | 1 | 0.39% | 0.85% | 1.64% | Q1 2016 | Q4 2021 | 7 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.00% | 0.03% | 0.16% | Q2 2021 | Q4 2022 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q4 2016 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q1 2021 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Kistler-Tiffany Companies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q2 2021 | 7 |
Global Wealth Management Investment Advisory, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 6 |
Hitchwood Capital Management LP | 2 | 1 | 0.38% | 1.73% | 2.95% | Q4 2015 | Q2 2019 | 6 |
Caprock Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
H2O AM LLP | 5 | 1 | 0.11% | 0.25% | 0.52% | Q4 2018 | Q2 2020 | 6 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.13% | 0.16% | 0.19% | Q2 2015 | Q4 2017 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 2 | 0.10% | 0.19% | 0.27% | Q4 2020 | Q2 2023 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2020 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.15% | 0.28% | Q4 2016 | Q4 2019 | 6 |
ALERUS FINANCIAL NA | 5 | 1 | 0.05% | 0.15% | 0.35% | Q3 2020 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q1 2018 | 6 |
Oldfather Financial Services, LLC | 6 | 6 | 0.21% | 0.23% | 0.25% | Q4 2019 | Q1 2021 | 6 |
Kehrs Ridge Capital,LLC | 5 | 1 | 3.01% | 6.66% | 9.85% | Q4 2020 | Q3 2022 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.54% | 3.12% | 3.91% | Q2 2015 | Q4 2017 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.60% | 0.64% | 0.68% | Q2 2022 | Q3 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CHEMICAL BANK | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2018 | 6 |
AXIOM INVESTORS LLC /DE | 6 | 6 | 0.64% | 0.70% | 0.76% | Q4 2016 | Q1 2018 | 6 |
CG Asset Management LLC | 6 | 6 | 0.20% | 0.86% | 1.17% | Q2 2015 | Q3 2016 | 6 |
HARDING LOEVNER LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Maven Securities LTD | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 6 |
Joel Isaacson & Co., LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.12% | 0.59% | 1.27% | Q2 2015 | Q3 2020 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 2 | 0.31% | 0.90% | 1.25% | Q3 2018 | Q3 2020 | 6 |
Avion Wealth | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2016 | 6 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 6 |
Marks Group Wealth Management, Inc | 6 | 6 | 0.26% | 0.28% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.22% | Q4 2018 | Q1 2022 | 6 |
DELTA LLOYD NV | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q3 2016 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Cumberland Partners Ltd | 5 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q3 2016 | 6 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 0.12% | 0.21% | 0.31% | Q1 2021 | Q3 2023 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 6 |
ASCEND CAPITAL, LLC | 5 | 1 | 0.09% | 0.30% | 0.70% | Q2 2015 | Q2 2018 | 6 |
XTX Topco Ltd | 3 | 1 | 0.08% | 0.17% | 0.25% | Q2 2021 | Q3 2023 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 6 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 6 | 6 | 7.80% | 9.24% | 10.53% | Q2 2015 | Q3 2016 | 6 |
TIAA, FSB | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Mount Lucas Management LP | 4 | 2 | 0.36% | 0.62% | 0.85% | Q4 2020 | Q3 2023 | 6 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.01% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 6 |
COUNTRY TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Infusive Asset Management Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
COLUMBUS CIRCLE INVESTORS | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2015 | Q3 2016 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 2 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 4 | 1 | 1.54% | 3.62% | 5.90% | Q4 2021 | Q3 2023 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Aspen Investment Management Inc | 6 | 6 | 0.20% | 0.21% | 0.21% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Accurate Wealth Management, LLC | 3 | 1 | 0.02% | 0.37% | 0.85% | Q3 2021 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Grace Capital | 6 | 6 | 0.20% | 0.30% | 0.52% | Q2 2018 | Q3 2019 | 6 |
Summit Global Investments | 3 | 1 | 0.08% | 0.19% | 0.50% | Q4 2017 | Q2 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 6 |
First Command Bank | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.16% | 0.30% | Q4 2021 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Kalos Management, Inc. | 6 | 6 | 0.35% | 0.42% | 0.50% | Q4 2019 | Q1 2021 | 6 |
Dai-ichi Life Holdings, Inc. | 6 | 6 | 0.13% | 0.19% | 0.23% | Q2 2015 | Q3 2016 | 6 |
Capricorn Fund Managers Ltd | 6 | 6 | 0.50% | 0.68% | 0.84% | Q4 2021 | Q1 2023 | 6 |
Redhawk Wealth Advisors, Inc. | 6 | 6 | 0.14% | 0.19% | 0.21% | Q1 2020 | Q2 2021 | 6 |
First National Bank of Hutchinson | 6 | 6 | 0.21% | 0.27% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Roundview Capital LLC | 5 | 1 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q3 2021 | 6 |
Legacy Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
Impala Asset Management LLC | 5 | 1 | 0.03% | 0.31% | 0.63% | Q2 2015 | Q2 2018 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Pinnacle Wealth Management, LLC | 4 | 2 | 1.60% | 2.15% | 3.21% | Q1 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.12% | 0.33% | Q2 2016 | Q3 2023 | 6 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.13% | 0.46% | Q2 2017 | Q4 2021 | 6 |
AlphaCentric Advisors LLC | 4 | 2 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 6 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 6 | 6 | 0.39% | 0.48% | 0.73% | Q2 2015 | Q3 2016 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.10% | 0.25% | Q4 2017 | Q4 2019 | 5 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2020 | 5 |
MORGENS WATERFALL VINTIADIS & CO INC | 5 | 5 | 1.17% | 2.44% | 4.25% | Q2 2022 | Q2 2023 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.77% | 0.81% | 0.89% | Q4 2020 | Q4 2021 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 5 |
FIRST FOUNDATION ADVISORS | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2023 | 5 |
VILLERE ST DENIS J & CO LLC | 5 | 5 | 2.16% | 2.64% | 3.05% | Q3 2022 | Q3 2023 | 5 |
DOWLING & YAHNKE LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 5 | 5 | 0.12% | 0.42% | 0.57% | Q3 2020 | Q3 2021 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.08% | 0.10% | 0.15% | Q3 2018 | Q3 2019 | 5 |
Cambridge Financial Group, Inc. | 5 | 5 | 3.06% | 3.23% | 3.58% | Q3 2015 | Q3 2016 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Ballentine Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Lee Financial Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 5 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.06% | 0.34% | 0.67% | Q1 2016 | Q3 2017 | 5 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q1 2019 | Q1 2020 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
AGF Investments LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q2 2018 | 5 |
Diversified Trust Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 5 |
SRB CORP | 4 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 5 |
Mizuho Asset Management Co.,Ltd. | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2016 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.14% | 0.21% | Q2 2019 | Q1 2021 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 5 | 5 | 7.09% | 10.10% | 12.88% | Q2 2018 | Q2 2019 | 5 |
Kinneret Advisory, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 5 |
Strategic Global Advisors, LLC | 3 | 2 | 0.04% | 0.13% | 0.25% | Q3 2019 | Q1 2021 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 5 |
SECOR Capital Advisors, LP | 3 | 1 | 0.07% | 0.20% | 0.35% | Q4 2015 | Q1 2019 | 5 |
Junto Capital Management LP | 2 | 1 | 0.47% | 0.90% | 1.86% | Q1 2022 | Q3 2023 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.03% | 0.03% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2015 | Q2 2016 | 5 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alambic Investment Management, L.P. | 4 | 1 | 0.36% | 1.40% | 3.78% | Q1 2018 | Q3 2020 | 5 |
Cribstone Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Phoenix Holdings Ltd. | 4 | 1 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q1 2023 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.29% | 0.44% | Q4 2017 | Q3 2023 | 5 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2022 | 5 |
Pearl River Capital, LLC | 2 | 1 | 0.03% | 0.21% | 0.59% | Q4 2018 | Q3 2021 | 5 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.13% | 0.37% | 0.67% | Q4 2018 | Q1 2020 | 5 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 5 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 5 |
Unigestion Holding SA | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
MACRO Consulting Group | 5 | 5 | 0.14% | 0.15% | 0.15% | Q2 2020 | Q2 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
General Partner, Inc. | 5 | 5 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q4 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 5 |
Auxano Advisors, LLC | 5 | 5 | 0.17% | 0.29% | 0.63% | Q2 2021 | Q2 2022 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.14% | 0.24% | 0.41% | Q1 2021 | Q3 2023 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 5 |
CEERA INVESTMENTS, LLC | 5 | 5 | 0.81% | 1.16% | 1.52% | Q1 2021 | Q1 2022 | 5 |
NewEdge Wealth, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
LGT Fund Management Co Ltd. | 5 | 5 | 0.27% | 0.63% | 1.10% | Q4 2021 | Q4 2022 | 5 |
Virtus Investment Advisers, Inc. | 4 | 1 | 0.02% | 0.04% | 0.11% | Q3 2016 | Q4 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
WALL STREET ASSOCIATES | 5 | 5 | 0.06% | 0.18% | 0.30% | Q2 2015 | Q2 2016 | 5 |
MONETTA FINANCIAL SERVICES INC | 5 | 5 | 0.48% | 0.54% | 0.58% | Q2 2022 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.16% | 0.26% | Q4 2016 | Q4 2017 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Forum Financial Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Naviter Wealth, LLC | 4 | 4 | 0.10% | 0.72% | 1.38% | Q4 2021 | Q3 2022 | 4 |
Ascent Wealth Partners, LLC | 4 | 4 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bell Rock Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Tibra Equities Europe Ltd | 2 | 1 | 0.05% | 0.17% | 0.36% | Q3 2018 | Q4 2019 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.09% | 0.13% | 0.24% | Q1 2021 | Q4 2021 | 4 |
Euclid Advisors LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q2 2016 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.37% | 0.43% | 0.51% | Q4 2021 | Q3 2022 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.26% | 0.34% | 0.44% | Q2 2015 | Q1 2016 | 4 |
UNIONVIEW, LLC | 2 | 1 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q1 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.10% | 0.18% | Q3 2015 | Q1 2021 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.12% | 0.24% | 0.53% | Q4 2018 | Q2 2021 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.00% | 0.23% | 0.32% | Q4 2021 | Q2 2023 | 4 |
HMS Capital Management, LLC | 3 | 1 | 0.04% | 0.11% | 0.15% | Q2 2018 | Q2 2019 | 4 |
Nippon Life Global Investors Americas, Inc. | 4 | 4 | 0.09% | 0.18% | 0.28% | Q1 2018 | Q4 2018 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.07% | 0.25% | 0.50% | Q2 2015 | Q2 2023 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Edmond de Rothschild (Europe) | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.13% | Q4 2021 | Q4 2022 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.01% | 0.32% | 0.50% | Q1 2021 | Q4 2021 | 4 |
Cordatus Wealth Management LLC | 2 | 1 | 0.28% | 1.00% | 1.49% | Q3 2020 | Q4 2022 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Chiron Investment Management, LLC | 2 | 1 | 0.05% | 1.03% | 2.66% | Q3 2020 | Q2 2022 | 4 |
TD Securities (USA) LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q2 2015 | Q1 2016 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 4 |
Wahed Invest LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2017 | 4 |
Seven Bridges Advisors LLC | 4 | 4 | 0.24% | 0.26% | 0.29% | Q1 2017 | Q4 2017 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2017 | 4 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bray Capital Advisors | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.18% | 0.36% | Q4 2016 | Q1 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Boston Partners | 4 | 4 | 0.06% | 0.12% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Keel Point, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.04% | 0.83% | 3.02% | Q1 2017 | Q4 2022 | 4 |
Nicholas Investment Partners, LP | 3 | 1 | 0.16% | 0.36% | 0.50% | Q2 2015 | Q3 2016 | 4 |
PINNACLE ASSOCIATES LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q2 2016 | Q2 2019 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.43% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.07% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 4 |
CenterStar Asset Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.02% | 0.05% | 0.06% | Q2 2015 | Q1 2016 | 4 |
Gryphon Financial Partners LLC | 4 | 4 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Franklin Street Capital Partners, LLC | 2 | 1 | 0.26% | 1.19% | 1.94% | Q3 2020 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AHL Partners LLP | 4 | 4 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2017 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.41% | 0.46% | 0.52% | Q4 2015 | Q3 2016 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q2 2023 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.15% | 0.45% | Q4 2017 | Q3 2022 | 4 |
Coatue Management | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2020 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.20% | 0.31% | 0.55% | Q1 2018 | Q1 2022 | 4 |
Banco de Sabadell, S.A | 2 | 1 | 0.03% | 0.11% | 0.20% | Q2 2018 | Q2 2020 | 4 |
Graypoint LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CARLSON CAPITAL L P | 3 | 1 | 0.17% | 0.42% | 0.89% | Q4 2016 | Q4 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
MU Investments Co., Ltd. | 4 | 4 | 0.18% | 0.19% | 0.21% | Q2 2015 | Q1 2016 | 4 |
AXS Investments LLC | 4 | 4 | 0.01% | 0.06% | 0.19% | Q4 2022 | Q3 2023 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.11% | 1.19% | 1.97% | Q2 2015 | Q2 2017 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Hutchin Hill Capital, LP | 2 | 2 | 0.03% | 0.09% | 0.20% | Q3 2015 | Q3 2017 | 4 |
Heritage Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.35% | 0.43% | 0.48% | Q1 2017 | Q4 2017 | 4 |
EPG Wealth Management LLC | 3 | 1 | 0.00% | 0.39% | 0.54% | Q1 2020 | Q3 2023 | 4 |
Origin Asset Management LLP | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Rock Creek Group, LP | 3 | 1 | 0.27% | 0.46% | 0.79% | Q3 2018 | Q1 2020 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q1 2022 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2016 | 4 |
Jacobus Wealth Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PointState Capital LP | 3 | 1 | 0.04% | 0.07% | 0.13% | Q1 2016 | Q4 2019 | 4 |
Bronson Point Management LLC | 2 | 1 | 0.15% | 0.38% | 0.88% | Q3 2015 | Q4 2016 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Inspire Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.01% | 0.16% | 0.28% | Q2 2021 | Q4 2022 | 4 |
Investors Research Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
DLD Asset Management, LP | 2 | 2 | 0.03% | 0.18% | 0.32% | Q3 2020 | Q4 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.19% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.62% | 0.98% | 1.14% | Q4 2022 | Q3 2023 | 4 |
SHERBROOKE PARK ADVISERS LLC | 4 | 4 | 0.21% | 0.76% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.39% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Junson Asset Management (Hong Kong) Ltd | 4 | 4 | 1.17% | 1.78% | 3.13% | Q4 2021 | Q3 2022 | 4 |
STF Management LP | 4 | 4 | 0.41% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.12% | 0.20% | Q2 2015 | Q3 2016 | 4 |
Alpha Family Trust | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 0.50% | 0.85% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Leucadia National | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 4 |
Point72 Europe (London) LLP | 3 | 1 | 0.47% | 1.19% | 1.87% | Q4 2016 | Q4 2022 | 4 |
Hook Mill Capital Partners, LP | 4 | 4 | 2.37% | 3.05% | 3.59% | Q4 2022 | Q3 2023 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 1.79% | 1.97% | 2.17% | Q2 2015 | Q1 2016 | 4 |
PartnerRe Asset Management CORP | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Empyrean Capital Partners, LP | 4 | 4 | 0.44% | 0.58% | 0.75% | Q4 2021 | Q3 2022 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.26% | 0.38% | 0.44% | Q1 2016 | Q4 2016 | 4 |
Asset Management Resources, LLC | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2021 | Q3 2022 | 4 |
Longbow Finance SA | 3 | 3 | 0.67% | 0.69% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.07% | 0.18% | Q3 2020 | Q4 2022 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.60% | 0.71% | 0.90% | Q4 2015 | Q4 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 3 |
Lee Capital Holdings LLC | 3 | 3 | 0.40% | 0.44% | 0.47% | Q1 2021 | Q3 2021 | 3 |
NWAM LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 3 |
Summit Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.88% | 1.57% | 2.13% | Q1 2020 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.06% | 0.95% | 2.73% | Q2 2015 | Q4 2022 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q4 2015 | 3 |
Douglas C. Lane & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Overbrook Management Corp | 2 | 1 | 0.06% | 0.21% | 0.31% | Q1 2017 | Q3 2020 | 3 |
SeaTown Holdings Pte. Ltd. | 3 | 3 | 0.40% | 0.78% | 0.97% | Q3 2022 | Q1 2023 | 3 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Surevest, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.10% | 0.13% | 0.17% | Q3 2018 | Q4 2022 | 3 |
Ohio National Investments, Inc. | 3 | 3 | 0.19% | 0.22% | 0.24% | Q2 2015 | Q4 2015 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SkyOak Wealth, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.02% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Airain ltd | 3 | 3 | 0.12% | 0.20% | 0.34% | Q4 2015 | Q2 2016 | 3 |
FAYEZ SAROFIM & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q4 2015 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.05% | 0.21% | 0.42% | Q2 2021 | Q2 2023 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.38% | 0.52% | 0.63% | Q4 2016 | Q1 2018 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.48% | 0.50% | 0.52% | Q1 2021 | Q3 2021 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q4 2017 | 3 |
RETIREMENT GUYS FORMULA LLC | 3 | 3 | 0.28% | 0.53% | 0.91% | Q4 2021 | Q2 2022 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.02% | 0.18% | 0.27% | Q4 2015 | Q2 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.29% | 0.40% | Q4 2020 | Q1 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q3 2023 | Q3 2023 | 3 |
Qtron Investments LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 0.15% | 0.36% | 0.60% | Q3 2015 | Q3 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
BLB&B Advisors, LLC | 3 | 3 | 0.22% | 0.32% | 0.38% | Q1 2023 | Q3 2023 | 3 |
CURIAN CAPITAL LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q2 2015 | Q4 2015 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.02% | 0.11% | 0.17% | Q2 2015 | Q4 2015 | 3 |
RDA Financial Network | 3 | 3 | 0.09% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 1 | 1 | 0.19% | 0.41% | 0.55% | Q4 2021 | Q1 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
HERNDON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
BURNS J W & CO INC/NY | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.10% | 0.56% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Cutter & CO Brokerage, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 3 |
OBERWEIS ASSET MANAGEMENT INC/ | 3 | 3 | 0.06% | 0.11% | 0.14% | Q2 2017 | Q4 2017 | 3 |
Kepos Capital LP | 1 | 1 | 0.08% | 0.14% | 0.20% | Q1 2018 | Q1 2019 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Solstein Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.18% | 0.21% | 0.24% | Q1 2021 | Q3 2023 | 3 |
Howard Capital Management Inc. | 3 | 3 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Soros Fund Management | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2017 | 3 |
JSF Financial, LLC | 3 | 3 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Engadine Partners LLP | 3 | 3 | 18.22% | 26.51% | 31.02% | Q4 2017 | Q2 2018 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.18% | 0.29% | 0.40% | Q1 2023 | Q3 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.85% | 0.87% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.24% | 0.31% | 0.43% | Q1 2023 | Q3 2023 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.12% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Parametrica Management Ltd | 3 | 3 | 0.18% | 0.32% | 0.55% | Q2 2017 | Q4 2017 | 3 |
Robeco Schweiz AG | 3 | 3 | 0.07% | 0.23% | 0.41% | Q2 2015 | Q4 2015 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.12% | 0.25% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q2 2023 | 3 |
VIKING GLOBAL INVESTORS LP | 3 | 3 | 2.54% | 3.19% | 3.85% | Q2 2019 | Q4 2019 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.06% | 0.14% | Q3 2017 | Q3 2018 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.12% | 0.39% | 0.60% | Q3 2019 | Q2 2021 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2020 | 3 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.36% | 0.38% | 0.41% | Q3 2020 | Q1 2021 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Nicholas Hoffman & Company, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q4 2015 | Q2 2016 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2021 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 3 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.47% | 0.52% | 0.61% | Q2 2015 | Q4 2015 | 3 |
Ilmarinen Mutual Pension Insurance Co | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.05% | 0.11% | 0.19% | Q1 2020 | Q4 2021 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.29% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Regent Peak Wealth Advisors LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2023 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
IBERIABANK CORP | 3 | 3 | 0.17% | 0.18% | 0.20% | Q2 2017 | Q4 2017 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.12% | 0.75% | 1.67% | Q2 2022 | Q4 2022 | 3 |
Main Street Financial Solutions, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 3 |
North Fourth Asset Management, LP | 1 | 1 | 0.18% | 0.67% | 0.95% | Q4 2017 | Q2 2022 | 3 |
DE BURLO GROUP INC | 3 | 3 | 0.60% | 1.24% | 2.42% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.24% | 0.58% | 0.79% | Q4 2018 | Q1 2020 | 3 |
Lone Pine Capital | 3 | 3 | 0.74% | 2.18% | 3.07% | Q1 2016 | Q3 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
6 Meridian | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Gilbert & Cook, Inc. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2017 | Q2 2018 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.37% | 0.65% | 0.92% | Q4 2017 | Q1 2019 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 2 |
Bach Option Ltd | 1 | 1 | 0.14% | 0.22% | 0.30% | Q4 2016 | Q4 2016 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.38% | 0.64% | 0.90% | Q3 2016 | Q1 2018 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
St. Louis Trust Co | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q4 2022 | 2 |
Peachtree Investment Partners, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.43% | 0.46% | 0.50% | Q4 2015 | Q1 2016 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.19% | 0.30% | Q3 2020 | Q1 2021 | 2 |
Optimal Asset Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Independent Family Office, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
MQS Management LLC | 1 | 1 | 0.25% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.06% | 0.19% | 0.32% | Q4 2017 | Q1 2018 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.96% | 1.08% | 1.20% | Q4 2018 | Q1 2019 | 2 |
Apertura Capital, LLC | 1 | 1 | 2.27% | 2.69% | 3.10% | Q2 2016 | Q4 2019 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 2 |
Human Investing LLC | 2 | 2 | 1.25% | 1.25% | 1.26% | Q4 2018 | Q1 2019 | 2 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 0.54% | 0.59% | 0.64% | Q3 2015 | Q4 2015 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q2 2021 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.20% | 0.33% | 0.46% | Q2 2019 | Q4 2019 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2019 | Q4 2019 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2015 | Q3 2015 | 2 |
Concourse Capital Management, LLC | 2 | 2 | 1.92% | 2.72% | 3.51% | Q2 2018 | Q3 2018 | 2 |
IRON Financial LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q4 2020 | 2 |
Coronation Fund Managers Ltd. | 2 | 2 | 0.25% | 0.37% | 0.49% | Q3 2019 | Q4 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Americana Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.92% | 0.98% | 1.05% | Q1 2019 | Q1 2020 | 2 |
Harvest Investment Services, LLC | 1 | 1 | 0.13% | 0.15% | 0.18% | Q1 2021 | Q3 2021 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q3 2015 | 2 |
Interval Partners, LP | 1 | 1 | 0.32% | 0.32% | 0.33% | Q2 2017 | Q1 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q2 2023 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Ascendant Capital Management, LLC | 1 | 1 | 0.98% | 1.03% | 1.07% | Q4 2020 | Q1 2023 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CenturyLink Investment Management Co | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2015 | Q3 2015 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital Market Strategies LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2023 | Q4 2023 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.30% | 0.55% | Q2 2016 | Q3 2017 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q4 2022 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 2 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Elk River Wealth Management, LLC | 2 | 2 | 0.70% | 0.71% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.83% | 0.86% | 0.89% | Q3 2020 | Q4 2020 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2020 | Q3 2023 | 2 |
Artha Asset Management LLC | 2 | 2 | 5.53% | 7.81% | 10.09% | Q4 2021 | Q1 2022 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2018 | 2 |
Goldstream Capital Management Ltd | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Nekton Capital Ltd. | 2 | 2 | 6.67% | 7.68% | 8.69% | Q4 2021 | Q1 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.02% | 0.11% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q2 2020 | 2 |
SBB Research Group LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.35% | 0.42% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 2 |
Gerstein Fisher | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2015 | Q3 2015 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.32% | 0.51% | Q1 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
EHP Funds Inc. | 2 | 2 | 0.46% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.12% | 0.14% | 0.16% | Q3 2017 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.28% | 0.29% | 0.31% | Q4 2021 | Q1 2022 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
New Vernon Capital Holdings II LLC | 2 | 2 | 0.10% | 0.32% | 0.54% | Q3 2020 | Q4 2020 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.94% | 0.97% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Jessup Wealth Management, Inc | 2 | 2 | 2.78% | 2.79% | 2.80% | Q1 2023 | Q2 2023 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bensler, LLC | 2 | 2 | 0.34% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.89% | 0.91% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
KELLEHER FINANCIAL ADVISORS | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q1 2023 | 2 |
DEERE & CO | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2016 | Q2 2016 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.69% | 0.72% | 0.76% | Q2 2016 | Q3 2016 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2018 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.06% | 0.13% | Q1 2018 | Q1 2021 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2017 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.06% | 0.16% | 0.27% | Q1 2017 | Q4 2017 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.36% | 0.42% | 0.47% | Q3 2021 | Q4 2021 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Dorsey Wright & Associates | 2 | 2 | 1.42% | 1.48% | 1.55% | Q3 2015 | Q4 2015 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PDS Planning, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
NatWest Group plc | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2015 | Q3 2015 | 2 |
BBVA USA | 2 | 2 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q3 2021 | 2 |
Passport Capital, LLC | 2 | 2 | 0.32% | 0.44% | 0.55% | Q4 2016 | Q1 2017 | 2 |
Miura Global Management | 2 | 2 | 1.35% | 3.36% | 5.37% | Q2 2018 | Q3 2018 | 2 |
Rail-Splitter Capital Management, LLC | 2 | 2 | 2.66% | 2.66% | 2.67% | Q2 2016 | Q3 2016 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Sabal Trust CO | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2019 | Q2 2019 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Brown Capital Management | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q3 2015 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
ENDICOTT MANAGEMENT CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2016 | 2 |
AMERICAN NATIONAL INSURANCE CO | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
EMINENCE CAPITAL, LP | 2 | 2 | 1.20% | 1.41% | 1.62% | Q3 2019 | Q4 2019 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BFSG, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q3 2020 | Q4 2020 | 2 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2020 | Q4 2020 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2022 | Q2 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2018 | Q3 2018 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2017 | Q1 2017 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2016 | Q2 2016 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Veracity Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2016 | Q2 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2017 | Q2 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Exane Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
Select Equity Group, L.P. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2019 | Q3 2019 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2020 | Q3 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2016 | Q2 2016 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MIK Capital, LP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2020 | Q4 2020 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2023 | Q1 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2020 | Q2 2020 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2016 | Q1 2016 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2023 | Q1 2023 | 1 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2018 | Q3 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FolioMetrix LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2015 | Q2 2015 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
NATIONAL PENN INVESTORS TRUST CO /PA | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2022 | Q3 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2020 | Q3 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Keane Capital Partners, LLC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q2 2016 | Q2 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q3 2020 | Q3 2020 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2023 | Q1 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2016 | Q1 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Tech Square Trading LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2019 | Q1 2019 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Legg Mason Asset Management (Japan) Co., Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2015 | Q2 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Standard Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AM Squared Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2022 | Q3 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
North Forty Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
USCA RIA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
Constitution Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
INVICTUS PRIVATE WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q1 2016 | Q1 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 5.23% | 5.23% | 5.23% | Q1 2022 | Q1 2022 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2017 | Q1 2017 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Catamount Wealth Management | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2015 | Q4 2015 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own MONSTER BEVERAGE CORP NEW or have owned MONSTER BEVERAGE CORP NEW in the past.