Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.16% | Q1 2012 | Q3 2023 | 134 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 123 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 117 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 117 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 115 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 106 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.18% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 98 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.02% | 0.16% | Q1 2014 | Q3 2023 | 92 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 87 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 87 |
CAPITAL FUND MANAGEMENT S.A. | 26 | 1 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 79 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.25% | Q1 2012 | Q3 2023 | 79 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 78 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 74 |
TWO SIGMA INVESTMENTS, LP | 24 | 1 | 0.00% | 0.04% | 0.28% | Q4 2013 | Q3 2023 | 70 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 69 |
Jefferies Group LLC | 21 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2022 | 67 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.01% | 0.10% | 0.28% | Q4 2006 | Q3 2023 | 66 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.10% | Q1 2013 | Q3 2023 | 64 |
Cutler Group LLC / CA | 17 | 6 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q2 2023 | 63 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 61 |
NOMURA HOLDINGS INC | 30 | 1 | 0.00% | 0.02% | 0.12% | Q4 2012 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.03% | 0.20% | 0.64% | Q1 2009 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.31% | Q3 2013 | Q3 2023 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 58 |
Paloma Partners Management Co | 24 | 3 | 0.00% | 0.11% | 0.89% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Investments LLC | 18 | 2 | 0.00% | 0.02% | 0.13% | Q3 2018 | Q3 2023 | 56 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.10% | 0.95% | Q1 2015 | Q3 2023 | 55 |
TWO SIGMA SECURITIES, LLC | 16 | 2 | 0.00% | 0.04% | 0.27% | Q1 2017 | Q3 2023 | 54 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 54 |
Canal Insurance CO | 42 | 42 | 0.00% | 3.22% | 6.41% | Q2 2013 | Q3 2023 | 53 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.06% | 0.46% | Q1 2013 | Q2 2023 | 53 |
AMALGAMATED BANK | 40 | 10 | 0.10% | 0.15% | 0.22% | Q4 2010 | Q3 2023 | 50 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.11% | 0.19% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.06% | 0.12% | 0.23% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.09% | 0.44% | Q2 2014 | Q3 2023 | 48 |
PEAK6 Group LLC | 16 | 4 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2018 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.14% | 0.41% | 0.67% | Q4 2010 | Q3 2022 | 48 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.41% | Q2 2013 | Q1 2017 | 48 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.09% | 0.37% | Q1 2012 | Q3 2023 | 47 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 45 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 45 |
Allianz Asset Management GmbH | 36 | 4 | 0.00% | 0.16% | 0.61% | Q2 2013 | Q3 2023 | 44 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.10% | 0.19% | Q1 2013 | Q3 2023 | 44 |
Cetera Advisors LLC | 41 | 41 | 0.00% | 0.10% | 0.36% | Q3 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.08% | 0.12% | Q4 2012 | Q3 2023 | 44 |
Nuveen Asset Management, LLC | 22 | 19 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 44 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.07% | 0.31% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.10% | 0.15% | 0.22% | Q1 2013 | Q3 2023 | 43 |
TWO SIGMA ADVISERS, LP | 22 | 3 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.09% | 0.14% | 0.21% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.00% | 1.16% | 2.21% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.03% | 0.05% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q2 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.02% | 0.39% | 0.84% | Q4 2012 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.04% | 0.23% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.07% | 0.18% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.04% | 0.25% | 0.64% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.17% | 0.53% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.06% | 0.20% | Q4 2012 | Q1 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.06% | 0.16% | 0.48% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.68% | 1.30% | 2.37% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.09% | 0.33% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.04% | 0.31% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.08% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.01% | 0.31% | 1.40% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.09% | 0.21% | 0.49% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.03% | 0.14% | 0.74% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.14% | 0.29% | 0.46% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.08% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.12% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.02% | 0.20% | 0.53% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.04% | 0.47% | 0.79% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.74% | 1.18% | 1.63% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.05% | 0.13% | 1.47% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.17% | 0.36% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PARADIGM ASSET MANAGEMENT CO LLC | 42 | 42 | 0.04% | 0.39% | 0.90% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.25% | 0.53% | 0.91% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.26% | 0.46% | 0.74% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.28% | 0.57% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.03% | 0.34% | 0.93% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.11% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.06% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.05% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.67% | 0.83% | 1.16% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.05% | 0.20% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.12% | 0.55% | 1.00% | Q2 2013 | Q3 2023 | 42 |
CHELSEA COUNSEL CO | 42 | 42 | 0.22% | 0.43% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.08% | 0.54% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.51% | 1.04% | 1.44% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.06% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.44% | 1.01% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.04% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.06% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.01% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.16% | 0.32% | 0.63% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.07% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.02% | 0.43% | 1.86% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.06% | 0.23% | 0.51% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.11% | 0.39% | 1.26% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.22% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.92% | 1.32% | 1.79% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.06% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.24% | 0.66% | Q2 2013 | Q3 2023 | 42 |
DUBUQUE BANK & TRUST CO | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Huber Capital Management LLC | 42 | 42 | 1.01% | 1.82% | 3.52% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.16% | 1.28% | 2.52% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.46% | 1.24% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 40 | 2 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.11% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.06% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.04% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.04% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.08% | 0.94% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.11% | 0.53% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.07% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.07% | 0.37% | 0.64% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.13% | 0.23% | 0.31% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.10% | 0.44% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.65% | 0.88% | 1.29% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.27% | 0.38% | 0.56% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.04% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.12% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.13% | 0.99% | 2.97% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
EP Wealth Advisors, LLC | 42 | 42 | 0.00% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.23% | 1.04% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.00% | 0.35% | 2.41% | Q3 2013 | Q3 2023 | 41 |
SEIZERT CAPITAL PARTNERS, LLC | 41 | 41 | 0.45% | 1.10% | 1.81% | Q2 2013 | Q2 2023 | 41 |
MOTCO | 39 | 2 | 0.00% | 0.01% | 0.33% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.14% | 0.19% | 0.27% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 41 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 9 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 41 |
AXA S.A. | 27 | 14 | 0.00% | 0.21% | 0.82% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.04% | 0.18% | 0.53% | Q3 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 25 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.14% | 0.26% | 0.39% | Q2 2013 | Q3 2023 | 41 |
LOOMIS SAYLES & CO L P | 35 | 6 | 0.00% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 41 |
LVM CAPITAL MANAGEMENT LTD/MI | 29 | 12 | 0.06% | 0.62% | 2.13% | Q2 2013 | Q3 2023 | 41 |
Douglass Winthrop Advisors, LLC | 41 | 41 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
GUYASUTA INVESTMENT ADVISORS INC | 41 | 41 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 24 | 17 | 0.03% | 0.18% | 0.53% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.32% | 0.57% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.10% | 0.15% | 0.22% | Q1 2013 | Q3 2023 | 41 |
Lido Advisors, LLC | 31 | 31 | 0.00% | 0.24% | 1.03% | Q1 2016 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.10% | 0.21% | 0.70% | Q2 2013 | Q3 2023 | 41 |
COLONY GROUP LLC | 41 | 41 | 0.32% | 0.94% | 2.06% | Q3 2013 | Q3 2023 | 41 |
Fisher Asset Management, LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 40 |
MIDDLETON & CO INC/MA | 40 | 40 | 0.06% | 0.16% | 0.31% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.23% | 0.33% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.01% | 0.10% | 0.24% | Q4 2013 | Q3 2023 | 40 |
BRAVE ASSET MANAGEMENT INC | 40 | 40 | 0.42% | 0.64% | 0.98% | Q4 2013 | Q3 2023 | 40 |
Peregrine Asset Advisers, Inc. | 40 | 40 | 0.16% | 0.40% | 1.16% | Q4 2013 | Q3 2023 | 40 |
MCF Advisors LLC | 33 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 22 | 7 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.05% | 0.19% | 0.41% | Q2 2013 | Q1 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Savant Capital, LLC | 40 | 40 | 0.03% | 0.09% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.14% | 0.19% | 0.27% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.08% | 0.12% | 0.17% | Q4 2013 | Q3 2023 | 40 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.08% | 0.47% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.11% | 0.19% | Q1 2014 | Q3 2023 | 39 |
BURKE & HERBERT BANK & TRUST CO | 35 | 4 | 0.18% | 0.25% | 0.36% | Q3 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.24% | 0.40% | 0.62% | Q1 2014 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.57% | 0.73% | 0.95% | Q1 2014 | Q3 2023 | 39 |
ENTERPRISE FINANCIAL SERVICES CORP | 39 | 39 | 0.01% | 0.05% | 0.34% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.12% | 0.17% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Waldron Private Wealth LLC | 37 | 2 | 0.04% | 0.10% | 0.16% | Q4 2013 | Q3 2023 | 39 |
Employees Retirement System of Texas | 33 | 6 | 0.01% | 0.30% | 0.87% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q4 2022 | 39 |
SCHULHOFF & CO INC | 39 | 39 | 0.14% | 0.52% | 1.24% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q4 2022 | 39 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 39 |
ARS Investment Partners, LLC | 37 | 2 | 0.65% | 1.14% | 1.65% | Q2 2013 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 38 | 1 | 0.00% | 0.26% | 1.09% | Q4 2013 | Q3 2023 | 39 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.44% | 1.09% | 1.64% | Q2 2013 | Q3 2022 | 38 |
BAR HARBOR WEALTH MANAGEMENT | 38 | 38 | 0.02% | 0.08% | 0.12% | Q1 2013 | Q2 2022 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.03% | 0.06% | 0.21% | Q2 2014 | Q3 2023 | 38 |
Moors & Cabot, Inc. | 38 | 38 | 0.05% | 0.14% | 0.26% | Q2 2014 | Q3 2023 | 38 |
AMERICAN CENTURY COMPANIES INC | 22 | 16 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 38 |
Blue Fin Capital, Inc. | 38 | 38 | 0.19% | 0.43% | 0.88% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 38 |
ASSOCIATED BANC-CORP | 32 | 1 | 0.01% | 0.43% | 1.62% | Q4 2013 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 38 |
PineBridge Investments, L.P. | 20 | 18 | 0.00% | 0.29% | 0.98% | Q2 2013 | Q3 2023 | 38 |
Gotham Asset Management, LLC | 17 | 1 | 0.01% | 0.17% | 0.65% | Q2 2013 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 38 |
Fiera Capital Corp | 33 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.00% | 0.13% | 0.41% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.07% | 0.23% | 0.32% | Q2 2013 | Q3 2022 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.02% | 0.12% | 0.18% | Q1 2014 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.40% | 1.25% | 2.17% | Q2 2013 | Q3 2022 | 38 |
Parkside Financial Bank & Trust | 38 | 38 | 0.01% | 0.09% | 0.19% | Q2 2014 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.31% | 1.38% | Q2 2014 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.18% | 2.01% | Q2 2013 | Q3 2022 | 38 |
PRELUDE CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.06% | 0.26% | Q1 2013 | Q4 2022 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.43% | 0.84% | 1.60% | Q2 2013 | Q3 2022 | 38 |
South Dakota Investment Council | 37 | 37 | 0.01% | 0.08% | 0.28% | Q3 2014 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.14% | 0.25% | 0.41% | Q2 2013 | Q2 2022 | 37 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 32 | 5 | 0.08% | 0.16% | 0.25% | Q3 2013 | Q4 2022 | 37 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22 | 15 | 0.00% | 0.19% | 0.65% | Q2 2013 | Q4 2022 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 18 | 3 | 0.00% | 0.02% | 0.08% | Q2 2011 | Q3 2023 | 37 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 22 | 15 | 0.13% | 0.69% | 1.63% | Q2 2013 | Q4 2022 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q2 2022 | 37 |
NATIXIS | 19 | 2 | 0.01% | 0.14% | 0.48% | Q2 2013 | Q3 2023 | 37 |
Checchi Capital Advisers, LLC | 37 | 37 | 0.09% | 0.14% | 0.22% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.15% | 0.20% | 0.26% | Q3 2014 | Q3 2023 | 37 |
PARK NATIONAL CORP /OH/ | 30 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2023 | 37 |
CRAWFORD INVESTMENT COUNSEL INC | 37 | 37 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
ALLSTATE CORP | 20 | 17 | 0.01% | 0.27% | 1.47% | Q2 2013 | Q3 2023 | 37 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 17 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 37 |
DekaBank Deutsche Girozentrale | 37 | 37 | 0.00% | 0.40% | 0.77% | Q2 2013 | Q2 2022 | 37 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.06% | 0.16% | 0.22% | Q2 2013 | Q2 2022 | 37 |
Calamos Wealth Management LLC | 36 | 36 | 0.06% | 0.27% | 0.94% | Q4 2014 | Q3 2023 | 36 |
WENDELL DAVID ASSOCIATES INC | 36 | 36 | 0.05% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.04% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.10% | 0.19% | 0.31% | Q2 2013 | Q1 2022 | 36 |
Patten Group, Inc. | 36 | 36 | 0.14% | 0.29% | 0.59% | Q4 2014 | Q3 2023 | 36 |
BRADLEY FOSTER & SARGENT INC/CT | 23 | 13 | 0.02% | 0.58% | 1.44% | Q3 2014 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 17 | 0.00% | 1.23% | 3.26% | Q2 2013 | Q3 2023 | 36 |
Rehmann Capital Advisory Group | 17 | 4 | 0.03% | 0.06% | 0.20% | Q3 2010 | Q3 2023 | 36 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.26% | 0.35% | 0.49% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q1 2022 | 36 |
Northside Capital Management, LLC | 36 | 36 | 0.62% | 1.09% | 1.58% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.31% | 0.62% | 0.99% | Q2 2013 | Q1 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.13% | 0.23% | 0.39% | Q4 2014 | Q3 2023 | 36 |
GHP Investment Advisors, Inc. | 36 | 36 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q1 2022 | 36 |
JOHNSON INVESTMENT COUNSEL INC | 36 | 36 | 0.01% | 0.09% | 0.36% | Q4 2014 | Q3 2023 | 36 |
Modera Wealth Management, LLC | 36 | 36 | 0.03% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 36 |
State of Alaska, Department of Revenue | 29 | 7 | 0.08% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 36 |
Gilman Hill Asset Management, LLC | 35 | 1 | 0.11% | 0.40% | 0.69% | Q3 2014 | Q3 2023 | 36 |
Calamos Advisors LLC | 36 | 36 | 0.12% | 0.22% | 0.47% | Q4 2014 | Q3 2023 | 36 |
LORD, ABBETT & CO. LLC | 36 | 36 | 0.02% | 0.28% | 0.93% | Q4 2014 | Q3 2023 | 36 |
Apriem Advisors | 22 | 14 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.33% | 0.75% | Q3 2014 | Q4 2023 | 36 |
BANK OF STOCKTON | 36 | 36 | 0.12% | 0.19% | 0.27% | Q4 2014 | Q3 2023 | 36 |
FIRST NATIONAL TRUST CO | 35 | 1 | 0.04% | 0.28% | 0.94% | Q1 2014 | Q3 2023 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 0.15% | 0.35% | 0.54% | Q4 2014 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.51% | 0.89% | 1.28% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 36 |
SHELL ASSET MANAGEMENT CO | 21 | 14 | 0.04% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2022 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.02% | 0.34% | 0.87% | Q2 2013 | Q4 2021 | 35 |
WEBSTER BANK, N. A. | 33 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.08% | 0.28% | Q1 2015 | Q3 2023 | 35 |
ClariVest Asset Management LLC | 22 | 1 | 0.00% | 0.79% | 1.52% | Q2 2013 | Q3 2023 | 35 |
Vident Investment Advisory, LLC | 35 | 35 | 0.02% | 0.14% | 0.81% | Q4 2014 | Q2 2023 | 35 |
PEAPACK GLADSTONE FINANCIAL CORP | 33 | 2 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.13% | 0.31% | 0.90% | Q2 2013 | Q4 2021 | 35 |
SEARLE & CO. | 29 | 6 | 0.78% | 1.10% | 1.45% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.08% | 0.20% | Q1 2015 | Q3 2023 | 35 |
EULAV Asset Management | 27 | 8 | 0.05% | 0.42% | 1.15% | Q2 2013 | Q1 2022 | 35 |
MARTINGALE ASSET MANAGEMENT L P | 29 | 1 | 0.01% | 0.36% | 0.57% | Q2 2013 | Q3 2023 | 35 |
NAVELLIER & ASSOCIATES INC | 18 | 8 | 0.01% | 0.17% | 0.81% | Q2 2013 | Q3 2023 | 35 |
EVERETT HARRIS & CO /CA/ | 35 | 35 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
HM PAYSON & CO | 18 | 17 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 20 | 14 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 35 |
Capital International Investors | 35 | 35 | 0.04% | 1.06% | 2.19% | Q1 2015 | Q3 2023 | 35 |
World Asset Management Inc | 34 | 34 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2021 | 34 |
ETF Portfolio Partners, Inc. | 34 | 34 | 0.20% | 0.26% | 0.39% | Q2 2015 | Q3 2023 | 34 |
MACKENZIE FINANCIAL CORP | 22 | 12 | 0.00% | 0.07% | 0.29% | Q4 2013 | Q3 2023 | 34 |
HBK Sorce Advisory LLC | 29 | 5 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q3 2023 | 34 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 34 | 34 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q1 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q3 2023 | 34 |
NS Partners Ltd | 34 | 34 | 0.60% | 1.09% | 1.63% | Q2 2015 | Q3 2023 | 34 |
CWM, LLC | 24 | 2 | 0.01% | 0.11% | 0.38% | Q3 2013 | Q3 2023 | 34 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.08% | 0.62% | Q3 2013 | Q2 2020 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 34 |
SFE Investment Counsel | 34 | 34 | 0.09% | 0.32% | 0.88% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.13% | 0.31% | Q2 2015 | Q3 2023 | 34 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.24% | 0.80% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.06% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 33 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.00% | 0.10% | 1.11% | Q2 2009 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.05% | 0.10% | Q3 2015 | Q3 2023 | 33 |
CHURCHILL MANAGEMENT Corp | 22 | 5 | 0.02% | 0.19% | 0.49% | Q2 2013 | Q2 2023 | 33 |
C M BIDWELL & ASSOCIATES LTD | 26 | 2 | 0.00% | 0.28% | 1.83% | Q2 2013 | Q3 2023 | 33 |
Brandywine Global Investment Management, LLC | 21 | 4 | 0.00% | 0.23% | 0.53% | Q2 2013 | Q2 2022 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2021 | 33 |
Allworth Financial LP | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q2 2021 | 33 |
Trust Co | 33 | 33 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q1 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
First Personal Financial Services | 28 | 5 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 33 |
Cypress Capital Management LLC (WY) | 33 | 33 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q3 2023 | 33 |
BARINGS LLC | 33 | 33 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q2 2021 | 33 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.08% | 0.24% | Q4 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 32 | 1 | 0.00% | 0.09% | 0.18% | Q4 2011 | Q3 2020 | 33 |
MISSION WEALTH MANAGEMENT, LP | 26 | 7 | 0.03% | 0.07% | 0.15% | Q2 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.04% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Edgestream Partners, L.P. | 17 | 2 | 0.01% | 0.94% | 3.93% | Q4 2013 | Q1 2023 | 32 |
ING GROEP NV | 32 | 32 | 0.00% | 0.08% | 0.18% | Q4 2015 | Q3 2023 | 32 |
LINCOLN NATIONAL CORP | 27 | 5 | 0.02% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 32 |
WEDBUSH SECURITIES INC | 32 | 32 | 0.04% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 32 |
MOODY LYNN & LIEBERSON, LLC | 32 | 32 | 0.06% | 0.55% | 1.14% | Q4 2015 | Q3 2023 | 32 |
BANK OF HAWAII | 29 | 3 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q4 2021 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.14% | 0.20% | 0.27% | Q4 2015 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.15% | 0.19% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Haverford Trust Co | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Wellington Shields Capital Management, LLC | 32 | 32 | 0.16% | 0.56% | 0.99% | Q4 2015 | Q3 2023 | 32 |
CHICAGO TRUST Co NA | 32 | 32 | 0.20% | 0.40% | 0.54% | Q1 2015 | Q4 2022 | 32 |
USA MUTUALS ADVISORS, INC. | 32 | 32 | 1.87% | 4.18% | 8.09% | Q1 2013 | Q4 2020 | 32 |
BEACH INVESTMENT COUNSEL INC/PA | 31 | 1 | 0.02% | 0.08% | 0.72% | Q1 2013 | Q4 2023 | 32 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 1 | 0.01% | 0.20% | 0.78% | Q2 2013 | Q1 2023 | 32 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.13% | 0.48% | Q3 2016 | Q3 2022 | 32 |
Compagnie Lombard Odier SCmA | 30 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2022 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.07% | 0.19% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Winch Advisory Services, LLC | 31 | 1 | 0.17% | 0.35% | 0.73% | Q2 2015 | Q3 2023 | 32 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 28 | 4 | 0.01% | 0.03% | 0.20% | Q2 2013 | Q4 2022 | 32 |
SouthState Corp | 16 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 32 |
BALASA DINVERNO & FOLTZ LLC | 32 | 32 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q3 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.07% | 0.13% | 0.18% | Q1 2016 | Q4 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q1 2021 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.10% | 0.39% | 0.91% | Q2 2013 | Q1 2021 | 32 |
Mariner, LLC | 30 | 2 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 32 |
WRIGHT INVESTORS SERVICE INC | 29 | 3 | 0.10% | 0.54% | 0.91% | Q4 2013 | Q4 2021 | 32 |
Gerber Kawasaki Wealth & Investment Management | 32 | 32 | 0.02% | 1.57% | 4.59% | Q4 2015 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.08% | 0.17% | Q2 2014 | Q3 2023 | 32 |
TD Capital Management LLC | 27 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q4 2020 | 31 |
SCOPUS ASSET MANAGEMENT, L.P. | 7 | 3 | 0.03% | 0.47% | 1.67% | Q1 2015 | Q4 2022 | 31 |
AMUNDI ASSET MANAGEMENT US, INC. | 30 | 1 | 0.00% | 0.03% | 0.11% | Q4 2012 | Q1 2021 | 31 |
CAMBRIDGE TRUST CO | 23 | 8 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 31 |
WESCAP Management Group, Inc. | 31 | 31 | 0.14% | 0.78% | 1.53% | Q1 2016 | Q3 2023 | 31 |
West Oak Capital, LLC | 31 | 31 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 31 |
Steigerwald, Gordon & Koch Inc. | 21 | 10 | 0.03% | 0.08% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.37% | 1.83% | Q2 2013 | Q2 2023 | 31 |
PINNACLE FINANCIAL PARTNERS INC | 31 | 31 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Crestwood Advisors Group, LLC | 30 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
Carroll Financial Associates, Inc. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 31 |
FDx Advisors, Inc. | 30 | 1 | 0.00% | 0.05% | 0.22% | Q1 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Rothschild Capital Partners, LLC | 31 | 31 | 1.39% | 2.18% | 3.33% | Q1 2016 | Q3 2023 | 31 |
CADINHA & CO LLC | 25 | 6 | 0.03% | 2.31% | 4.73% | Q4 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q4 2020 | 31 |
1ST SOURCE BANK | 31 | 31 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2023 | 31 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Sigma Planning Corp | 30 | 1 | 0.02% | 0.05% | 0.24% | Q4 2014 | Q3 2023 | 31 |
Bristlecone Advisors, LLC | 29 | 2 | 0.28% | 0.56% | 0.95% | Q4 2015 | Q3 2023 | 31 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 31 | 31 | 0.24% | 0.44% | 0.64% | Q2 2013 | Q4 2020 | 31 |
PITTENGER & ANDERSON INC | 31 | 31 | 0.00% | 0.04% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Perigon Wealth Management, LLC | 30 | 1 | 0.02% | 0.08% | 0.21% | Q3 2011 | Q3 2023 | 31 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 9 | 1 | 0.00% | 0.12% | 0.31% | Q3 2013 | Q3 2023 | 31 |
ALPHA WINDWARD LLC | 30 | 30 | 0.18% | 0.30% | 0.56% | Q2 2013 | Q3 2020 | 30 |
Tortoise Investment Management, LLC | 24 | 6 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 30 |
TOMPKINS FINANCIAL CORP | 22 | 1 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q3 2021 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.01% | 0.10% | 0.22% | Q3 2014 | Q4 2021 | 30 |
MCKINLEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.15% | 0.98% | 1.73% | Q2 2013 | Q3 2020 | 30 |
APPLETON PARTNERS INC/MA | 30 | 30 | 0.11% | 0.25% | 0.64% | Q3 2016 | Q4 2023 | 30 |
FIRST FINANCIAL CORP /IN/ | 30 | 30 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
GAM Holding AG | 30 | 30 | 0.19% | 0.49% | 0.98% | Q2 2013 | Q3 2020 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.04% | 0.27% | 0.46% | Q2 2016 | Q3 2023 | 30 |
TRUST CO OF TOLEDO NA /OH/ | 20 | 10 | 0.05% | 0.06% | 0.09% | Q2 2016 | Q4 2023 | 30 |
AMG National Trust Bank | 30 | 30 | 0.19% | 0.29% | 0.39% | Q2 2013 | Q3 2020 | 30 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 16 | 1 | 0.04% | 1.76% | 3.00% | Q3 2014 | Q3 2023 | 30 |
Matisse Capital | 24 | 2 | 0.14% | 0.32% | 0.87% | Q4 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 30 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 5 | 0.03% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 30 |
Boston Partners | 22 | 8 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q4 2021 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 30 |
DUPONT CAPITAL MANAGEMENT CORP | 16 | 2 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q4 2022 | 30 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.11% | 0.51% | Q4 2014 | Q3 2023 | 30 |
PALISADE CAPITAL MANAGEMENT, LP | 30 | 30 | 0.04% | 0.14% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.08% | 0.29% | 0.48% | Q1 2016 | Q3 2023 | 30 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 19 | 11 | 0.09% | 0.13% | 0.19% | Q4 2015 | Q3 2023 | 30 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 1 | 0.04% | 0.08% | 0.21% | Q2 2013 | Q4 2020 | 30 |
Gratus Capital, LLC | 30 | 30 | 0.06% | 0.12% | 0.20% | Q2 2016 | Q3 2023 | 30 |
BP PLC | 28 | 1 | 0.06% | 0.18% | 0.31% | Q1 2014 | Q2 2021 | 29 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.07% | 0.39% | Q2 2013 | Q2 2023 | 29 |
PEOPLES FINANCIAL SERVICES CORP. | 29 | 29 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2020 | 29 |
CIBC WORLD MARKETS CORP | 29 | 29 | 0.01% | 0.18% | 0.71% | Q3 2016 | Q3 2023 | 29 |
Capital Advantage, Inc. | 22 | 7 | 0.33% | 0.46% | 0.71% | Q4 2013 | Q1 2021 | 29 |
BALYASNY ASSET MANAGEMENT L.P. | 23 | 2 | 0.01% | 0.14% | 0.42% | Q3 2015 | Q3 2023 | 29 |
HOWE & RUSLING INC | 18 | 11 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 29 |
1832 Asset Management L.P. | 18 | 2 | 0.00% | 0.19% | 0.74% | Q1 2016 | Q3 2023 | 29 |
NTV ASSET MANAGEMENT LLC | 28 | 1 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q3 2023 | 29 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 1 | 0.00% | 0.87% | 2.50% | Q1 2016 | Q3 2023 | 29 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 1.10% | 1.45% | 1.69% | Q4 2013 | Q4 2020 | 29 |
Supplemental Annuity Collective Trust of NJ | 29 | 29 | 0.17% | 0.55% | 0.89% | Q1 2014 | Q1 2021 | 29 |
AMICA MUTUAL INSURANCE CO | 29 | 29 | 0.13% | 0.20% | 0.27% | Q2 2013 | Q2 2020 | 29 |
BNP Paribas Asset Management Holding S.A. | 28 | 1 | 0.00% | 0.17% | 0.52% | Q2 2013 | Q3 2020 | 29 |
Diversified Trust Co | 29 | 29 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2023 | 29 |
ADIRONDACK TRUST CO | 29 | 29 | 0.02% | 0.13% | 0.26% | Q3 2016 | Q3 2023 | 29 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q2 2021 | 29 |
CIBC Private Wealth Group, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 29 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.18% | 1.07% | 1.80% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.00% | 0.29% | 0.56% | Q4 2016 | Q3 2023 | 28 |
JAG CAPITAL MANAGEMENT, LLC | 17 | 11 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 28 |
AVIVA PLC | 28 | 28 | 0.07% | 0.22% | 0.35% | Q2 2013 | Q1 2020 | 28 |
WESTWOOD HOLDINGS GROUP INC | 27 | 1 | 0.00% | 0.17% | 0.72% | Q2 2016 | Q2 2023 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.10% | 0.21% | 0.31% | Q2 2013 | Q1 2020 | 28 |
SEGALL BRYANT & HAMILL, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.56% | 0.89% | 1.21% | Q4 2016 | Q3 2023 | 28 |
Clark Capital Management Group, Inc. | 18 | 4 | 0.01% | 0.33% | 1.10% | Q3 2015 | Q2 2023 | 28 |
Capital International, Inc./CA/ | 28 | 28 | 0.08% | 0.30% | 0.99% | Q4 2016 | Q3 2023 | 28 |
DAVIS R M INC | 28 | 28 | 0.06% | 0.57% | 0.80% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MAI Capital Management | 28 | 28 | 0.02% | 0.10% | 0.19% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q1 2020 | 28 |
USCA RIA LLC | 27 | 1 | 0.03% | 0.12% | 0.37% | Q2 2013 | Q2 2021 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.16% | 0.28% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.09% | 0.32% | Q4 2016 | Q3 2023 | 28 |
SIT INVESTMENT ASSOCIATES INC | 28 | 28 | 0.00% | 0.12% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Smithfield Trust Co | 25 | 3 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.04% | 0.15% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
PINNACLE ASSOCIATES LTD | 28 | 28 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.02% | 0.66% | 1.34% | Q4 2016 | Q3 2023 | 28 |
CITY HOLDING CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Capital Planning Advisors, LLC | 28 | 28 | 0.09% | 0.59% | 1.34% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.11% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.10% | 0.14% | 0.20% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Swiss National Bank | 22 | 5 | 0.09% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 27 |
Rafferty Asset Management, LLC | 25 | 2 | 0.03% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 27 |
Fort Point Capital Partners LLC | 25 | 2 | 0.05% | 0.10% | 0.20% | Q4 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.08% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Ninety One UK Ltd | 22 | 5 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q4 2021 | 27 |
Sterling Investment Advisors, Ltd. | 27 | 27 | 0.03% | 0.06% | 0.13% | Q4 2016 | Q2 2023 | 27 |
OPTIMUM INVESTMENT ADVISORS | 12 | 7 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2023 | 27 |
PRUDENTIAL PLC | 14 | 6 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CIM INVESTMENT MANAGEMENT INC | 25 | 2 | 0.15% | 0.35% | 0.56% | Q4 2015 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.02% | 0.14% | 2.38% | Q1 2017 | Q3 2023 | 27 |
Winfield Associates, Inc. | 20 | 7 | 0.01% | 0.08% | 0.26% | Q4 2013 | Q3 2020 | 27 |
Financial Architects, Inc | 18 | 5 | 0.01% | 0.03% | 0.15% | Q2 2014 | Q2 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
STRATEGY ASSET MANAGERS LLC | 22 | 1 | 0.04% | 0.52% | 1.23% | Q2 2013 | Q2 2023 | 27 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.11% | 0.37% | Q4 2017 | Q3 2023 | 27 |
Amica Retiree Medical Trust | 27 | 27 | 0.14% | 0.20% | 0.25% | Q4 2013 | Q2 2020 | 27 |
Coastline Trust Co | 12 | 4 | 0.03% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 27 |
HANSEATIC MANAGEMENT SERVICES INC | 21 | 2 | 0.01% | 0.70% | 1.51% | Q2 2013 | Q4 2022 | 27 |
RMB Capital Management, LLC | 25 | 2 | 0.01% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 27 |
SIGNET FINANCIAL MANAGEMENT, LLC | 12 | 6 | 0.01% | 0.73% | 1.24% | Q4 2015 | Q4 2022 | 27 |
First Command Bank | 27 | 27 | 0.20% | 0.47% | 1.00% | Q4 2016 | Q2 2023 | 27 |
Prospera Financial Services Inc | 20 | 1 | 0.03% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 27 |
ATALANTA SOSNOFF CAPITAL, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.04% | 0.42% | 1.00% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 27 |
VALICENTI ADVISORY SERVICES INC | 27 | 27 | 0.66% | 1.54% | 3.08% | Q1 2017 | Q3 2023 | 27 |
PICTON MAHONEY ASSET MANAGEMENT | 27 | 27 | 0.72% | 0.96% | 1.19% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 27 |
NewEdge Advisors, LLC | 21 | 6 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 27 |
THOMPSON DAVIS & CO., INC. | 20 | 7 | 0.03% | 0.21% | 0.43% | Q4 2013 | Q3 2023 | 27 |
Murphy Pohlad Asset Management LLC | 15 | 1 | 0.09% | 0.34% | 0.86% | Q2 2013 | Q1 2021 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.10% | 0.16% | 0.23% | Q2 2013 | Q4 2019 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 26 |
Arete Wealth Advisors, LLC | 26 | 26 | 0.04% | 0.09% | 0.23% | Q2 2017 | Q3 2023 | 26 |
Good Life Advisors, LLC | 24 | 24 | 0.00% | 0.27% | 0.49% | Q4 2017 | Q3 2023 | 26 |
DONALDSON CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.02% | 0.82% | 2.41% | Q2 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 25 | 25 | 0.00% | 0.04% | 0.15% | Q3 2017 | Q3 2023 | 26 |
AMP Capital Investors Ltd | 26 | 26 | 0.02% | 0.13% | 0.20% | Q2 2013 | Q3 2019 | 26 |
CONGRESS ASSET MANAGEMENT CO /MA | 26 | 26 | 0.00% | 0.38% | 0.83% | Q2 2017 | Q3 2023 | 26 |
Fiduciary Trust Co International of Pennsylvania | 26 | 26 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2020 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.16% | 0.78% | 1.50% | Q2 2013 | Q3 2019 | 26 |
ALPS ADVISORS INC | 13 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.35% | 0.91% | Q2 2013 | Q3 2019 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.85% | 1.05% | 1.37% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.08% | 0.14% | Q3 2013 | Q1 2020 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q2 2022 | 26 |
Cascade Investment Advisors, Inc. | 26 | 26 | 0.18% | 0.24% | 0.40% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 1 | 0.12% | 0.24% | 0.36% | Q4 2016 | Q3 2023 | 26 |
RPG Investment Advisory, LLC | 26 | 26 | 0.04% | 0.58% | 1.66% | Q2 2017 | Q3 2023 | 26 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 26 | 26 | 0.05% | 0.86% | 1.56% | Q2 2017 | Q3 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Independent Advisor Alliance | 23 | 3 | 0.04% | 0.16% | 0.30% | Q1 2017 | Q3 2023 | 26 |
Freestone Capital Holdings, LLC | 12 | 4 | 0.00% | 1.11% | 3.79% | Q2 2013 | Q2 2021 | 26 |
Radnor Capital Management, LLC | 19 | 1 | 0.63% | 1.55% | 2.32% | Q4 2016 | Q3 2023 | 26 |
Penserra Capital Management LLC | 21 | 5 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 26 |
Covington Capital Management | 24 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2022 | 25 |
Segment Wealth Management, LLC | 25 | 25 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Janney Capital Management LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Perkins Coie Trust Co | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Tredje AP-fonden | 25 | 25 | 0.09% | 0.31% | 0.58% | Q2 2015 | Q2 2021 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q2 2019 | 25 |
Kingfisher Capital LLC | 25 | 25 | 0.38% | 0.67% | 1.20% | Q4 2014 | Q4 2020 | 25 |
WESPAC Advisors, LLC | 25 | 25 | 0.16% | 2.10% | 3.47% | Q2 2013 | Q2 2019 | 25 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.03% | 0.19% | 0.32% | Q3 2006 | Q4 2019 | 25 |
Schonfeld Strategic Advisors LLC | 12 | 1 | 0.00% | 0.11% | 1.12% | Q2 2016 | Q3 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.06% | 5.16% | 11.19% | Q4 2016 | Q3 2023 | 25 |
BLB&B Advisors, LLC | 25 | 25 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q4 2020 | 25 |
abrdn plc | 25 | 25 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Kistler-Tiffany Companies, LLC | 25 | 25 | 0.01% | 0.11% | 0.42% | Q2 2017 | Q2 2023 | 25 |
Sequoia Financial Advisors, LLC | 10 | 7 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
COHEN & STEERS, INC. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q1 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 0.20% | 0.92% | Q2 2013 | Q2 2019 | 25 |
Summit X, LLC | 25 | 25 | 0.16% | 0.22% | 0.30% | Q2 2017 | Q2 2023 | 25 |
FRANKLIN STREET ADVISORS INC /NC | 19 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q2 2023 | 25 |
Moloney Securities Asset Management, LLC | 25 | 25 | 0.05% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 25 |
EVERMAY WEALTH MANAGEMENT LLC | 21 | 4 | 0.10% | 0.15% | 0.23% | Q1 2017 | Q3 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.04% | 0.04% | 0.06% | Q4 2016 | Q4 2022 | 25 |
EASTERN BANK | 24 | 24 | 0.04% | 0.86% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 6 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2023 | 24 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 22 | 2 | 0.01% | 0.16% | 0.23% | Q2 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
GRIFFIN ASSET MANAGEMENT, INC. | 13 | 11 | 0.17% | 0.27% | 0.45% | Q2 2013 | Q2 2020 | 24 |
Kovack Advisors, Inc. | 19 | 5 | 0.03% | 0.13% | 0.36% | Q2 2016 | Q1 2023 | 24 |
Advisors Capital Management, LLC | 24 | 24 | 0.01% | 0.32% | 1.00% | Q4 2017 | Q3 2023 | 24 |
Quantbot Technologies LP | 11 | 1 | 0.07% | 0.43% | 0.80% | Q2 2013 | Q2 2023 | 24 |
AGF Investments America Inc. | 24 | 24 | 1.30% | 1.68% | 2.77% | Q2 2016 | Q1 2022 | 24 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 16 | 3 | 0.00% | 0.29% | 0.71% | Q3 2013 | Q4 2021 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 0.08% | 0.31% | 0.44% | Q4 2015 | Q4 2021 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Dorsey & Whitney Trust CO LLC | 13 | 1 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 24 |
VALLEY NATIONAL ADVISERS INC | 22 | 2 | 0.00% | 0.33% | 2.90% | Q4 2014 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.61% | 0.98% | 1.35% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.13% | 0.32% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.11% | 0.17% | 0.29% | Q4 2017 | Q3 2023 | 24 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 24 | 24 | 0.90% | 1.21% | 1.64% | Q4 2013 | Q3 2019 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.09% | 0.39% | 1.25% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.05% | 0.12% | 0.38% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.05% | 0.16% | 0.29% | Q2 2013 | Q1 2019 | 24 |
SECURITY NATIONAL TRUST CO | 17 | 7 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2021 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2020 | 24 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 24 |
RB Capital Management, LLC | 14 | 10 | 0.00% | 0.37% | 0.54% | Q3 2017 | Q3 2023 | 24 |
Baker Avenue Asset Management, LP | 20 | 4 | 0.01% | 0.40% | 0.77% | Q1 2015 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 24 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.16% | 0.56% | Q2 2013 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q1 2019 | 24 |
Capital Analysts, LLC | 23 | 1 | 0.00% | 0.10% | 0.16% | Q1 2015 | Q3 2023 | 24 |
Chesley Taft & Associates LLC | 20 | 4 | 0.04% | 0.16% | 0.29% | Q1 2016 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.00% | 0.15% | 0.26% | Q1 2018 | Q3 2023 | 24 |
AGF Investments LLC | 24 | 24 | 0.00% | 0.11% | 0.34% | Q4 2016 | Q3 2022 | 24 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 15 | 4 | 0.37% | 0.65% | 1.05% | Q2 2013 | Q3 2020 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 24 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.04% | 0.23% | Q1 2015 | Q3 2023 | 24 |
Canal Capital Management, LLC | 21 | 1 | 0.04% | 0.69% | 1.48% | Q4 2014 | Q3 2023 | 24 |
Family Legacy, Inc. | 24 | 24 | 0.38% | 0.84% | 1.16% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.66% | 1.15% | 1.81% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.11% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 24 |
KBC Group NV | 24 | 24 | 0.04% | 0.24% | 0.59% | Q2 2013 | Q1 2019 | 24 |
HCR Wealth Advisors | 9 | 7 | 0.03% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 24 |
Richard Bernstein Advisors LLC | 24 | 24 | 0.02% | 0.11% | 0.23% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.22% | 0.38% | Q2 2013 | Q1 2019 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.04% | 0.10% | 0.42% | Q4 2017 | Q3 2023 | 24 |
AJO, LP | 21 | 1 | 0.00% | 0.76% | 1.31% | Q2 2013 | Q3 2020 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Moisand Fitzgerald Tamayo, LLC | 18 | 6 | 0.05% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Lee Financial Co | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Palisades Hudson Asset Management, L.P. | 18 | 5 | 0.11% | 0.15% | 0.22% | Q3 2017 | Q3 2023 | 23 |
KINGS POINT CAPITAL MANAGEMENT | 17 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2022 | 23 |
CHILTON CAPITAL MANAGEMENT LLC | 19 | 1 | 0.01% | 0.49% | 1.12% | Q1 2016 | Q3 2023 | 23 |
HighPoint Advisor Group LLC | 22 | 1 | 0.23% | 0.43% | 0.57% | Q2 2016 | Q2 2022 | 23 |
Caprock Group, LLC | 17 | 6 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 23 |
Ballast, Inc. | 19 | 4 | 0.12% | 0.16% | 0.26% | Q4 2017 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.15% | 1.26% | Q2 2017 | Q4 2022 | 23 |
Capital Investment Advisors, LLC | 20 | 3 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q4 2023 | 23 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
ROPES WEALTH ADVISORS LLC | 18 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 23 |
MU Investments Co., Ltd. | 23 | 23 | 0.00% | 2.00% | 4.48% | Q2 2013 | Q4 2018 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q4 2018 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.92% | 1.53% | 2.44% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.13% | 0.18% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Northeast Financial Consultants Inc | 19 | 4 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 23 |
ROCKLAND TRUST CO | 18 | 5 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 2 | 0.00% | 0.08% | 0.49% | Q1 2016 | Q4 2021 | 23 |
VAN ECK ASSOCIATES CORP | 10 | 2 | 0.00% | 0.04% | 0.38% | Q4 2014 | Q3 2023 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.02% | 0.06% | 0.16% | Q4 2017 | Q2 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.12% | 0.19% | 0.25% | Q2 2013 | Q4 2018 | 23 |
Aldebaran Financial Inc. | 23 | 23 | 0.26% | 0.77% | 1.66% | Q1 2018 | Q3 2023 | 23 |
Corient Capital Partners, LLC | 19 | 4 | 0.04% | 0.12% | 0.21% | Q3 2016 | Q3 2022 | 23 |
Quantitative Systematic Strategies LLC | 8 | 1 | 0.05% | 0.23% | 0.59% | Q1 2014 | Q2 2021 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.09% | 0.42% | 0.85% | Q1 2018 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 14 | 1 | 0.02% | 0.41% | 1.55% | Q4 2014 | Q3 2023 | 23 |
AustralianSuper Pty Ltd | 23 | 23 | 1.12% | 1.77% | 2.68% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.07% | 0.14% | 0.48% | Q1 2018 | Q3 2023 | 23 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 1 | 0.00% | 0.36% | 1.01% | Q4 2016 | Q2 2023 | 23 |
BRYN MAWR TRUST Co | 20 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 23 |
Andra AP-fonden | 22 | 1 | 0.17% | 0.28% | 0.83% | Q2 2013 | Q1 2019 | 23 |
V Wealth Advisors LLC | 12 | 11 | 0.06% | 0.13% | 0.40% | Q3 2017 | Q2 2023 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.40% | 0.56% | 0.81% | Q1 2018 | Q3 2023 | 23 |
CERTUITY, LLC | 16 | 16 | 0.03% | 0.18% | 0.39% | Q4 2019 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Zurich Insurance Group Ltd/FI | 12 | 4 | 0.02% | 0.41% | 1.44% | Q3 2015 | Q4 2022 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.19% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Rovida Advisors Inc. | 12 | 3 | 1.66% | 4.50% | 10.13% | Q4 2015 | Q4 2021 | 22 |
Horan Securities, Inc. | 11 | 3 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 16 | 6 | 0.00% | 0.04% | 0.22% | Q1 2018 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.45% | 0.60% | 0.74% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.15% | 0.22% | 0.31% | Q2 2018 | Q3 2023 | 22 |
L & S Advisors Inc | 7 | 1 | 0.23% | 1.15% | 2.80% | Q4 2014 | Q4 2022 | 22 |
Allen Capital Group, LLC | 19 | 3 | 0.04% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 22 |
Ashfield Capital Partners, LLC | 19 | 3 | 0.01% | 0.18% | 0.44% | Q4 2016 | Q3 2022 | 22 |
Field & Main Bank | 14 | 4 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 22 |
STOCK YARDS BANK & TRUST CO | 13 | 2 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 22 |
Hugh Johnson Advisors LLC | 17 | 5 | 0.08% | 0.16% | 0.36% | Q4 2013 | Q2 2019 | 22 |
Terra Nova Asset Management LLC | 12 | 10 | 0.18% | 1.45% | 2.96% | Q1 2016 | Q3 2023 | 22 |
Matarin Capital Management, LLC | 14 | 2 | 0.19% | 0.47% | 0.90% | Q2 2013 | Q1 2020 | 22 |
Freedom Investment Management, Inc. | 14 | 8 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q2 2022 | 22 |
APG Asset Management N.V. | 22 | 22 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2018 | 22 |
BURNS J W & CO INC/NY | 11 | 2 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 22 |
INTACT INVESTMENT MANAGEMENT INC. | 15 | 3 | 0.01% | 0.03% | 0.14% | Q1 2014 | Q3 2023 | 22 |
Quantitative Investment Management, LLC | 8 | 1 | 0.03% | 0.23% | 0.65% | Q2 2013 | Q1 2023 | 22 |
CenturyLink Investment Management Co | 12 | 10 | 0.10% | 0.49% | 0.68% | Q2 2013 | Q1 2019 | 22 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 22 | 22 | 0.12% | 0.18% | 0.27% | Q2 2013 | Q3 2018 | 22 |
CenterStar Asset Management, LLC | 7 | 1 | 0.00% | 0.35% | 2.22% | Q4 2018 | Q1 2023 | 22 |
JLB & ASSOCIATES INC | 19 | 3 | 0.06% | 1.27% | 2.80% | Q1 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2018 | 22 |
MARKSTON INTERNATIONAL LLC | 22 | 22 | 0.01% | 0.46% | 0.69% | Q2 2013 | Q3 2018 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q1 2021 | 22 |
MASTRAPASQUA ASSET MANAGEMENT INC | 20 | 2 | 0.03% | 1.20% | 1.64% | Q1 2016 | Q1 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.06% | 0.51% | 0.67% | Q4 2017 | Q3 2023 | 22 |
Lenox Wealth Advisors, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 21 |
OAKBROOK INVESTMENTS LLC | 14 | 1 | 0.11% | 0.22% | 0.30% | Q1 2014 | Q4 2019 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.04% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 21 |
BAHL & GAYNOR INC | 21 | 21 | 0.03% | 0.42% | 0.66% | Q3 2018 | Q3 2023 | 21 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 1 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q1 2019 | 21 |
Doyle Wealth Management | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2022 | 21 |
Crescent Grove Advisors, LLC | 21 | 21 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.00% | 0.59% | 0.93% | Q4 2018 | Q3 2023 | 21 |
INTEGRAL DERIVATIVES, LLC | 8 | 3 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2017 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.13% | 0.25% | 0.46% | Q2 2013 | Q2 2018 | 21 |
Integrated Wealth Concepts LLC | 19 | 2 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Asset Dedication, LLC | 15 | 1 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 21 |
WADDELL & REED FINANCIAL INC | 21 | 21 | 0.04% | 0.30% | 0.58% | Q1 2016 | Q1 2021 | 21 |
JGP Wealth Management, LLC | 19 | 2 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 21 |
YorkBridge Wealth Partners, LLC | 12 | 9 | 0.07% | 0.15% | 0.20% | Q4 2016 | Q4 2022 | 21 |
Horan Capital Advisors, LLC. | 20 | 1 | 0.01% | 1.20% | 1.63% | Q3 2017 | Q3 2023 | 21 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.14% | 0.50% | Q2 2013 | Q1 2022 | 21 |
Busey Bank | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 21 |
FIL Ltd | 11 | 10 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 21 |
Legg Mason Asset Management (Japan) Co., Ltd. | 13 | 1 | 0.61% | 1.15% | 1.60% | Q2 2013 | Q4 2020 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.21% | 0.76% | Q2 2013 | Q2 2018 | 21 |
CNB Bank | 20 | 1 | 0.00% | 0.05% | 0.22% | Q4 2017 | Q3 2023 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q2 2018 | 21 |
Psagot Value Holdings Ltd. | 12 | 3 | 0.00% | 0.07% | 0.52% | Q1 2015 | Q1 2021 | 21 |
BRIDGES INVESTMENT MANAGEMENT INC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.07% | 0.13% | 0.26% | Q2 2013 | Q2 2018 | 21 |
FORT, L.P. | 10 | 5 | 0.03% | 0.58% | 2.19% | Q4 2014 | Q1 2023 | 21 |
EAGLE ASSET MANAGEMENT INC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2018 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 21 |
FORBES J M & CO LLP | 21 | 21 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q4 2019 | 21 |
Knights of Columbus Asset Advisors LLC | 13 | 8 | 0.03% | 0.43% | 1.18% | Q1 2017 | Q4 2022 | 21 |
B. Riley Wealth Management, Inc. | 15 | 6 | 0.00% | 0.08% | 0.36% | Q1 2014 | Q2 2022 | 21 |
COUNTRY TRUST BANK | 18 | 1 | 0.00% | 0.81% | 1.19% | Q3 2017 | Q4 2023 | 21 |
Peachtree Investment Partners, LLC | 20 | 20 | 1.16% | 2.59% | 4.20% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.28% | 0.47% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.65% | 1.08% | 2.36% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.50% | 0.69% | 1.03% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.10% | 0.15% | 0.24% | Q4 2017 | Q3 2022 | 20 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.01% | 0.26% | 0.94% | Q1 2014 | Q1 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.02% | 0.19% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Heritage Wealth Advisors | 17 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.30% | 0.38% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Ascent Wealth Partners, LLC | 20 | 20 | 0.07% | 0.19% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
North Star Investment Management Corp. | 13 | 1 | 0.00% | 0.03% | 0.15% | Q1 2014 | Q3 2023 | 20 |
Biltmore Wealth Management, LLC | 17 | 3 | 0.17% | 0.79% | 1.22% | Q4 2014 | Q4 2020 | 20 |
Peachtree Investment Advisors, Inc. | 20 | 20 | 0.14% | 0.31% | 0.45% | Q1 2014 | Q4 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.11% | 0.21% | Q1 2013 | Q4 2017 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Rodgers Brothers Inc. | 18 | 2 | 0.06% | 0.13% | 0.42% | Q2 2018 | Q3 2023 | 20 |
Aristotle Atlantic Partners, LLC | 20 | 20 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
LOWE BROCKENBROUGH & CO INC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 20 |
Private Ocean, LLC | 18 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 20 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q2 2020 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
WINTON GROUP Ltd | 11 | 1 | 0.00% | 0.62% | 1.72% | Q2 2014 | Q3 2020 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
FormulaFolio Investments, LLC | 14 | 2 | 0.01% | 0.04% | 0.14% | Q1 2015 | Q2 2021 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Ledyard National Bank | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2018 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.33% | 0.63% | 1.18% | Q4 2018 | Q3 2023 | 20 |
DOHENY ASSET MANAGEMENT /CA | 20 | 20 | 0.14% | 0.24% | 0.40% | Q2 2013 | Q1 2018 | 20 |
Meiji Yasuda Life Insurance Co | 18 | 2 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2018 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.14% | 0.19% | 0.27% | Q2 2013 | Q1 2018 | 20 |
Artisan Partners Limited Partnership | 12 | 6 | 0.00% | 0.10% | 0.40% | Q2 2017 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Affiance Financial, LLC | 11 | 2 | 0.10% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q3 2022 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.05% | 0.18% | 0.54% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.04% | 0.17% | 0.34% | Q4 2018 | Q3 2023 | 20 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q4 2020 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.03% | 0.08% | 0.14% | Q4 2015 | Q3 2020 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.18% | 0.31% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Pacific Wealth Strategies Group, Inc. | 20 | 20 | 0.24% | 0.36% | 0.56% | Q4 2016 | Q3 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Western Wealth Management, LLC | 11 | 8 | 0.00% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.08% | 0.16% | 0.54% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.03% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 20 |
Ocean Capital Management, LLC | 20 | 20 | 0.79% | 1.52% | 2.50% | Q4 2018 | Q3 2023 | 20 |
Citizens Business Bank | 20 | 20 | 0.09% | 0.13% | 0.17% | Q1 2014 | Q4 2018 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2022 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2018 | 20 |
TOTH FINANCIAL ADVISORY CORP | 10 | 4 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 19 |
PointState Capital LP | 7 | 1 | 0.02% | 0.99% | 3.27% | Q3 2014 | Q1 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.02% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
COURIER CAPITAL LLC | 19 | 19 | 0.10% | 0.29% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
SpiderRock Advisors, LLC | 15 | 4 | 0.07% | 0.40% | 1.63% | Q4 2018 | Q3 2023 | 19 |
Alkeon Capital Management | 19 | 19 | 0.10% | 0.56% | 1.46% | Q2 2016 | Q4 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Trinity Legacy Partners, LLC | 19 | 19 | 0.08% | 0.39% | 1.58% | Q1 2019 | Q3 2023 | 19 |
ZWJ INVESTMENT COUNSEL INC | 15 | 4 | 0.04% | 1.24% | 2.33% | Q1 2017 | Q3 2023 | 19 |
NVWM, LLC | 12 | 1 | 0.00% | 0.28% | 0.94% | Q4 2017 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q2 2022 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
Arden Trust Co | 19 | 19 | 0.06% | 0.32% | 0.57% | Q2 2019 | Q4 2023 | 19 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 19 |
Old North State Trust, LLC | 13 | 6 | 0.02% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 19 |
LOGAN CAPITAL MANAGEMENT INC | 15 | 1 | 0.01% | 0.14% | 0.25% | Q4 2016 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.09% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2022 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.16% | 0.42% | 0.96% | Q1 2019 | Q3 2023 | 19 |
BRINKER CAPITAL INC | 19 | 19 | 0.04% | 0.28% | 0.46% | Q4 2015 | Q2 2020 | 19 |
First National Bank of South Miami | 19 | 19 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q2 2023 | 19 |
Strategic Global Advisors, LLC | 17 | 2 | 0.05% | 1.03% | 1.60% | Q4 2014 | Q1 2021 | 19 |
KCM INVESTMENT ADVISORS LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 19 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.10% | 0.24% | Q1 2018 | Q3 2023 | 19 |
PFG Advisors | 19 | 19 | 0.04% | 0.13% | 0.35% | Q1 2019 | Q3 2023 | 19 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.05% | 0.25% | 0.92% | Q2 2013 | Q2 2021 | 19 |
Bruderman Asset Management, LLC | 19 | 19 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q3 2019 | 19 |
BAROMETER CAPITAL MANAGEMENT INC. | 15 | 4 | 0.04% | 2.00% | 5.49% | Q4 2014 | Q4 2022 | 19 |
Jackson, Grant Investment Advisers, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
RESTON WEALTH MANAGEMENT LLC | 19 | 19 | 0.14% | 0.20% | 0.28% | Q1 2019 | Q3 2023 | 19 |
CYPRESS ASSET MANAGEMENT INC/TX | 18 | 1 | 0.05% | 0.10% | 0.17% | Q2 2015 | Q3 2020 | 19 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q3 2023 | 19 |
Hillsdale Investment Management Inc. | 7 | 1 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q2 2020 | 19 |
CI INVESTMENTS INC. | 17 | 2 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 9 | 2 | 0.03% | 0.39% | 1.39% | Q3 2018 | Q3 2023 | 19 |
Voya Financial Advisors, Inc. | 18 | 1 | 0.02% | 0.07% | 0.13% | Q2 2015 | Q1 2021 | 19 |
SimpliFi, Inc. | 19 | 19 | 0.13% | 0.17% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Private Capital Advisors, Inc. | 18 | 18 | 1.41% | 2.05% | 2.91% | Q2 2019 | Q3 2023 | 18 |
Pathway Financial Advisors LLC | 8 | 1 | 0.06% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.14% | 0.33% | Q4 2015 | Q4 2022 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.05% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 10 | 1 | 0.03% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 18 |
MEITAV INVESTMENT HOUSE LTD | 9 | 4 | 0.01% | 0.20% | 1.14% | Q4 2017 | Q3 2023 | 18 |
Centerpoint Advisors, LLC | 10 | 8 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 18 |
Cooper Financial Group | 18 | 18 | 0.06% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Capital Investment Counsel, Inc | 11 | 1 | 0.09% | 0.18% | 0.35% | Q4 2018 | Q3 2023 | 18 |
Prime Capital Investment Advisors, LLC | 8 | 2 | 0.00% | 0.12% | 0.35% | Q1 2018 | Q3 2023 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Sargent Investment Group, LLC | 18 | 18 | 0.32% | 0.47% | 0.71% | Q2 2019 | Q3 2023 | 18 |
Carmichael Hill & Associates, Inc. | 16 | 2 | 0.08% | 0.12% | 0.26% | Q4 2017 | Q3 2023 | 18 |
DENVER INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 18 |
SRB CORP | 14 | 1 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q3 2017 | 18 |
LAKE STREET PRIVATE WEALTH, LLC | 18 | 18 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.47% | 1.07% | Q2 2013 | Q1 2022 | 18 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
MONROE BANK & TRUST/MI | 18 | 18 | 0.06% | 0.12% | 0.19% | Q1 2014 | Q2 2018 | 18 |
MERIDIAN MANAGEMENT CO | 18 | 18 | 0.93% | 1.19% | 1.61% | Q2 2019 | Q3 2023 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 14 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 18 |
Corbenic Partners LLC | 18 | 18 | 0.04% | 0.09% | 0.16% | Q3 2013 | Q4 2017 | 18 |
FIRST HAWAIIAN BANK | 12 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 18 |
Paragon Capital Management Ltd | 18 | 18 | 0.07% | 0.19% | 0.38% | Q1 2018 | Q2 2022 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.15% | 0.21% | 0.30% | Q2 2019 | Q3 2023 | 18 |
LMR Partners LLP | 11 | 1 | 0.00% | 0.41% | 1.75% | Q2 2014 | Q4 2019 | 18 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.00% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 18 |
Stanley-Laman Group, Ltd. | 13 | 5 | 0.04% | 0.24% | 0.38% | Q4 2015 | Q4 2020 | 18 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.18% | 0.54% | Q3 2015 | Q2 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q1 2019 | 18 |
COZAD ASSET MANAGEMENT INC | 18 | 18 | 0.03% | 0.26% | 1.18% | Q2 2019 | Q3 2023 | 18 |
Harvest Fund Management Co., Ltd | 7 | 5 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 18 |
Glenview Trust Co | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
WILLIAMS JONES & ASSOCIATES LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 18 |
Cohen Klingenstein LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.04% | 0.26% | Q3 2013 | Q4 2017 | 17 |
TELEMUS CAPITAL, LLC | 17 | 17 | 0.04% | 0.15% | 0.32% | Q4 2016 | Q4 2020 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.02% | 0.27% | 0.72% | Q4 2014 | Q2 2020 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.02% | 0.12% | 0.22% | Q4 2016 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Pure Financial Advisors, LLC | 16 | 1 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q4 2023 | 17 |
CMH Wealth Management LLC | 17 | 17 | 0.82% | 1.57% | 2.21% | Q4 2016 | Q4 2020 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.02% | 0.28% | 0.44% | Q3 2019 | Q3 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.10% | 0.16% | Q1 2017 | Q4 2022 | 17 |
Symmetry Partners, LLC | 17 | 17 | 0.02% | 0.07% | 0.19% | Q4 2019 | Q4 2023 | 17 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.16% | 0.52% | Q1 2015 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.00% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 17 |
Dai-ichi Life Insurance Company, Ltd | 17 | 17 | 0.01% | 0.11% | 0.30% | Q4 2016 | Q4 2020 | 17 |
Artemis Investment Management LLP | 9 | 1 | 0.01% | 0.63% | 2.38% | Q3 2014 | Q4 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.04% | 0.25% | 1.39% | Q4 2019 | Q4 2023 | 17 |
INTRUST BANK NA | 11 | 6 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q2 2023 | 17 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 10 | 1 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.04% | 1.61% | 2.49% | Q1 2013 | Q1 2017 | 17 |
IFG Advisory, LLC | 16 | 1 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Ziegler Capital Management, LLC | 15 | 2 | 0.02% | 0.40% | 0.88% | Q2 2013 | Q3 2023 | 17 |
One Capital Management, LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 17 |
TWIN CAPITAL MANAGEMENT INC | 11 | 6 | 0.08% | 0.21% | 0.45% | Q2 2013 | Q3 2023 | 17 |
COMERICA SECURITIES,INC. | 17 | 17 | 0.06% | 0.11% | 0.21% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.07% | 0.11% | 0.23% | Q1 2018 | Q1 2022 | 17 |
Simplicity Solutions, LLC | 11 | 2 | 0.01% | 0.11% | 0.25% | Q4 2018 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q2 2017 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.31% | 1.17% | 1.88% | Q2 2017 | Q2 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Hudson Bay Capital Management LP | 6 | 1 | 0.01% | 0.10% | 0.44% | Q3 2015 | Q4 2022 | 17 |
FRED ALGER MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 17 |
180 WEALTH ADVISORS, LLC | 17 | 17 | 0.12% | 0.45% | 0.75% | Q3 2019 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 14 | 3 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 17 |
HENNESSY ADVISORS INC | 8 | 1 | 0.02% | 0.18% | 0.26% | Q1 2014 | Q4 2022 | 17 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 11 | 6 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q2 2022 | 17 |
FULTON BANK, N.A. | 8 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q4 2023 | 17 |
Csenge Advisory Group | 10 | 3 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 17 |
Family Firm, Inc. | 10 | 2 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.03% | 0.13% | 0.26% | Q2 2017 | Q2 2021 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.11% | 0.14% | 0.30% | Q1 2015 | Q1 2019 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.24% | 0.60% | Q1 2017 | Q1 2023 | 17 |
American Trust Investment Advisors, LLC | 17 | 17 | 1.51% | 2.50% | 3.83% | Q4 2018 | Q4 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
LEUTHOLD GROUP, LLC | 17 | 17 | 0.50% | 0.79% | 1.17% | Q3 2013 | Q3 2017 | 17 |
MainStreet Investment Advisors LLC | 13 | 4 | 0.03% | 0.34% | 0.62% | Q4 2017 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Jupiter Investment Management Ltd | 7 | 3 | 0.00% | 0.67% | 2.08% | Q4 2013 | Q1 2020 | 17 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.24% | 0.57% | Q2 2015 | Q4 2022 | 17 |
Sonora Investment Management, LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
NWAM LLC | 12 | 5 | 0.04% | 0.26% | 0.56% | Q3 2017 | Q3 2023 | 17 |
Shulman DeMeo Asset Management LLC | 9 | 8 | 0.08% | 0.12% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2022 | 17 |
Secure Asset Management, LLC | 16 | 16 | 0.11% | 0.19% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 10 | 5 | 0.01% | 0.04% | 0.13% | Q3 2013 | Q2 2017 | 16 |
MONARCH CAPITAL MANAGEMENT INC/ | 16 | 16 | 0.18% | 0.32% | 0.44% | Q2 2013 | Q1 2017 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.11% | 0.16% | 0.21% | Q2 2013 | Q1 2017 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.11% | 0.22% | 0.34% | Q2 2013 | Q1 2017 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Edge Wealth Management LLC | 12 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 15 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.38% | 0.51% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 14 | 2 | 0.02% | 0.10% | 0.19% | Q1 2018 | Q3 2022 | 16 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.12% | 0.47% | Q3 2013 | Q3 2021 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Marketfield Asset Management LLC | 16 | 16 | 0.65% | 2.03% | 3.89% | Q4 2014 | Q3 2018 | 16 |
Itau Unibanco Holding S.A. | 7 | 1 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 16 |
First Eagle Investment Management, LLC | 14 | 2 | 0.04% | 1.57% | 2.26% | Q2 2013 | Q4 2017 | 16 |
CrestPoint Capital Management, LLC | 16 | 16 | 0.12% | 0.17% | 0.27% | Q1 2014 | Q4 2017 | 16 |
PIERSHALE FINANCIAL GROUP, INC. | 14 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 7 | 1 | 0.01% | 0.13% | 0.42% | Q2 2018 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 16 |
UMB Bank, n.a. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Cypress Capital Group | 15 | 1 | 0.03% | 0.16% | 0.26% | Q2 2013 | Q3 2021 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Perpetual Ltd | 4 | 2 | 0.00% | 0.08% | 0.28% | Q1 2013 | Q3 2023 | 16 |
Solstein Capital, LLC | 11 | 1 | 0.02% | 0.25% | 2.73% | Q4 2017 | Q3 2023 | 16 |
WADE G W & INC | 15 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.03% | 0.33% | 0.73% | Q2 2013 | Q1 2017 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.71% | 1.31% | 2.56% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 4 | 0.44% | 0.78% | 1.13% | Q2 2013 | Q4 2022 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Numeric Investors LLC | 10 | 6 | 0.01% | 0.22% | 1.19% | Q2 2013 | Q2 2017 | 16 |
Engrave Wealth Partners LLC | 16 | 16 | 0.24% | 0.44% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Sound Income Strategies, LLC | 13 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
CHICAGO EQUITY PARTNERS LLC | 6 | 1 | 0.01% | 0.39% | 1.16% | Q2 2013 | Q1 2020 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.00% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Surevest, LLC | 16 | 16 | 0.20% | 1.06% | 1.37% | Q4 2018 | Q3 2022 | 16 |
Mascoma Wealth Management LLC | 12 | 4 | 0.17% | 0.23% | 0.29% | Q4 2016 | Q3 2021 | 16 |
Jaffetilchin Investment Partners, LLC | 6 | 2 | 0.02% | 0.12% | 0.40% | Q4 2013 | Q2 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.29% | 0.38% | 0.60% | Q4 2019 | Q3 2023 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2017 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.04% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Confluence Wealth Management LLC | 16 | 16 | 0.39% | 0.53% | 0.64% | Q4 2016 | Q3 2020 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 1.66% | 2.13% | 2.88% | Q4 2019 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 9 | 3 | 0.01% | 0.17% | 0.70% | Q2 2018 | Q2 2023 | 16 |
AMERICAN NATIONAL BANK | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 0.15% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 1.19% | 1.49% | 1.90% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 16 |
EXANE DERIVATIVES | 12 | 4 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q2 2022 | 16 |
KWMG, LLC | 12 | 4 | 0.01% | 0.44% | 0.71% | Q1 2015 | Q1 2019 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.08% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Balentine LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.22% | 0.58% | Q4 2014 | Q2 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.47% | 0.77% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
RONALD BLUE & CO LLC | 14 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 16 |
Alpha Cubed Investments, LLC | 7 | 2 | 0.02% | 0.07% | 0.27% | Q2 2017 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.08% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.06% | 0.33% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Pekin Hardy Strauss, Inc. | 6 | 1 | 0.02% | 0.06% | 0.44% | Q4 2014 | Q2 2023 | 16 |
Holocene Advisors, LP | 7 | 3 | 0.00% | 0.67% | 2.63% | Q4 2017 | Q3 2023 | 16 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.04% | 0.25% | Q2 2018 | Q3 2023 | 16 |
SANDLER CAPITAL MANAGEMENT | 7 | 1 | 0.14% | 0.77% | 1.60% | Q4 2014 | Q3 2021 | 16 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2022 | 16 |
BESSEMER SECURITIES LLC | 16 | 16 | 0.12% | 0.63% | 1.47% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.09% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CPWM, LLC | 8 | 7 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q3 2019 | 15 |
FIRST INTERSTATE BANK | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 15 |
Sullivan, Bruyette, Speros & Blaney, LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q1 2021 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Insight Wealth Strategies, LLC | 14 | 1 | 0.06% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Lumbard & Kellner, LLC | 15 | 15 | 0.67% | 1.38% | 3.66% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.17% | 0.72% | Q1 2014 | Q2 2018 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 5 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.25% | 0.29% | 0.33% | Q2 2013 | Q4 2016 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.07% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.12% | 0.16% | 0.20% | Q1 2017 | Q3 2020 | 15 |
Sabal Trust CO | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q4 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.38% | 0.48% | 0.61% | Q2 2013 | Q4 2016 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.26% | 0.37% | 0.45% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.12% | 0.17% | Q2 2016 | Q4 2019 | 15 |
HOMESTEAD ADVISERS CORP | 15 | 15 | 1.07% | 1.78% | 2.64% | Q1 2020 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.15% | 0.74% | Q2 2014 | Q4 2017 | 15 |
Prostatis Group LLC | 15 | 15 | 0.29% | 0.48% | 0.91% | Q4 2019 | Q2 2023 | 15 |
Candriam S.C.A. | 15 | 15 | 0.02% | 0.13% | 0.47% | Q4 2014 | Q2 2018 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.08% | 0.60% | 1.18% | Q1 2020 | Q3 2023 | 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 5 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 15 |
MARVIN & PALMER ASSOCIATES INC | 13 | 2 | 0.95% | 2.58% | 4.45% | Q3 2013 | Q4 2022 | 15 |
Cipher Capital LP | 5 | 1 | 0.05% | 0.38% | 1.00% | Q2 2013 | Q3 2023 | 15 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 15 | 0.26% | 0.55% | 0.84% | Q2 2016 | Q4 2019 | 15 |
ETF MANAGERS GROUP, LLC | 13 | 1 | 0.01% | 0.04% | 0.14% | Q1 2016 | Q1 2023 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
CORNERSTONE ADVISORS INC | 11 | 1 | 0.00% | 0.21% | 0.42% | Q4 2013 | Q4 2021 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 12 | 1 | 0.03% | 0.23% | 0.45% | Q4 2018 | Q3 2023 | 15 |
JENNISON ASSOCIATES LLC | 6 | 1 | 0.00% | 0.10% | 0.58% | Q4 2016 | Q1 2023 | 15 |
Mn Services Vermogensbeheer B.V. | 15 | 15 | 0.09% | 0.19% | 0.30% | Q1 2016 | Q3 2019 | 15 |
IFG Advisors, LLC | 15 | 15 | 0.12% | 0.18% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Highlander Capital Management, LLC | 15 | 15 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Daiwa SB Investments Ltd. | 15 | 15 | 0.00% | 1.75% | 3.00% | Q3 2015 | Q1 2019 | 15 |
PenderFund Capital Management Ltd. | 15 | 15 | 0.13% | 0.31% | 0.60% | Q1 2020 | Q3 2023 | 15 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 15 | 15 | 1.07% | 1.75% | 2.42% | Q2 2013 | Q4 2016 | 15 |
GIRARD PARTNERS LTD. | 15 | 15 | 0.03% | 0.09% | 0.20% | Q4 2016 | Q2 2020 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.05% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Dana Investment Advisors, Inc. | 10 | 5 | 0.03% | 0.11% | 0.72% | Q2 2018 | Q3 2023 | 15 |
Cribstone Capital Management, LLC | 8 | 7 | 0.00% | 0.17% | 0.37% | Q4 2017 | Q4 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
AFFINITY INVESTMENT ADVISORS, LLC | 12 | 1 | 0.30% | 0.68% | 1.02% | Q2 2013 | Q1 2023 | 15 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.08% | 0.17% | Q4 2016 | Q1 2023 | 15 |
U S GLOBAL INVESTORS INC | 14 | 1 | 0.03% | 0.14% | 0.40% | Q2 2013 | Q3 2017 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.04% | 0.15% | 0.25% | Q1 2017 | Q3 2020 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 15 |
Koshinski Asset Management, Inc. | 11 | 2 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.19% | 0.49% | Q1 2015 | Q2 2020 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 15 |
Simmons Bank | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q4 2016 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
New England Research & Management, Inc. | 7 | 1 | 0.20% | 0.36% | 0.66% | Q3 2016 | Q3 2023 | 15 |
Winslow, Evans & Crocker, Inc. | 9 | 1 | 0.00% | 0.03% | 0.19% | Q4 2013 | Q4 2020 | 15 |
Wealth Alliance | 15 | 15 | 0.11% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.07% | 0.32% | 0.77% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.12% | 0.16% | 0.26% | Q3 2011 | Q3 2015 | 15 |
Crossvault Capital Management LLC | 15 | 15 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q2 2022 | 15 |
J.W. COLE ADVISORS, INC. | 13 | 2 | 0.05% | 0.10% | 0.59% | Q4 2019 | Q3 2023 | 15 |
D'Orazio & Associates, Inc. | 10 | 1 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q4 2022 | 14 |
Larson Financial Group LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Hexavest Inc. | 14 | 14 | 0.01% | 0.28% | 1.04% | Q2 2013 | Q3 2016 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.08% | 0.10% | 0.15% | Q4 2018 | Q1 2022 | 14 |
Archer Investment Corp | 9 | 5 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 14 |
TRUST CO OF VIRGINIA /VA | 14 | 14 | 0.74% | 0.99% | 1.35% | Q2 2020 | Q3 2023 | 14 |
Teza Capital Management LLC | 4 | 1 | 0.02% | 0.26% | 0.91% | Q4 2016 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Eudaimonia Partners, LLC | 8 | 6 | 0.20% | 0.30% | 0.46% | Q4 2019 | Q2 2023 | 14 |
Aureus Asset Management, LLC | 14 | 14 | 0.06% | 0.12% | 0.20% | Q2 2017 | Q3 2020 | 14 |
HL FINANCIAL SERVICES LLC | 14 | 14 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q1 2019 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 14 | 14 | 0.03% | 0.28% | 0.52% | Q4 2018 | Q1 2022 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2016 | 14 |
Holloway Wealth Management, LLC | 14 | 14 | 1.18% | 1.46% | 1.69% | Q4 2016 | Q1 2020 | 14 |
ROOSEVELT INVESTMENT GROUP LLC | 14 | 14 | 0.65% | 1.80% | 2.70% | Q4 2015 | Q1 2019 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Cambria Investment Management, L.P. | 14 | 14 | 0.33% | 0.80% | 1.16% | Q4 2014 | Q1 2018 | 14 |
Avalon Investment & Advisory | 9 | 5 | 0.01% | 0.14% | 0.40% | Q2 2019 | Q1 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.05% | 0.17% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Allen Investment Management, LLC | 14 | 14 | 0.02% | 2.98% | 5.15% | Q1 2020 | Q2 2023 | 14 |
Braun-Bostich & Associates Inc. | 6 | 1 | 0.01% | 0.32% | 0.87% | Q1 2018 | Q1 2022 | 14 |
SUMMITRY LLC | 8 | 6 | 0.03% | 2.06% | 3.53% | Q3 2013 | Q4 2022 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 3 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q4 2020 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.16% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
OAK ASSOCIATES LTD /OH/ | 13 | 1 | 0.23% | 0.63% | 0.98% | Q2 2013 | Q4 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.12% | 0.17% | 0.24% | Q2 2013 | Q3 2016 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.10% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 14 |
OAKMONT Corp | 14 | 14 | 0.62% | 6.35% | 10.32% | Q4 2015 | Q1 2019 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.10% | 0.19% | 0.32% | Q2 2013 | Q3 2016 | 14 |
Altavista Wealth Management, Inc. | 11 | 3 | 0.07% | 0.11% | 0.18% | Q2 2018 | Q4 2021 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Securities Co. Ltd. | 9 | 1 | 0.00% | 0.07% | 0.33% | Q4 2018 | Q3 2023 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 14 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.03% | 0.23% | 0.53% | Q2 2013 | Q4 2019 | 14 |
Assured Investment Management LLC | 12 | 1 | 0.00% | 0.04% | 0.17% | Q1 2015 | Q1 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.07% | 0.56% | Q2 2019 | Q3 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 14 | 14 | 0.08% | 0.10% | 0.14% | Q1 2020 | Q2 2023 | 14 |
A. D. Beadell Investment Counsel, Inc. | 14 | 14 | 0.75% | 1.05% | 1.62% | Q2 2020 | Q3 2023 | 14 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 14 | 14 | 0.18% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.19% | 0.22% | 0.25% | Q2 2013 | Q3 2016 | 14 |
MinichMacGregor Wealth Management, LLC | 13 | 1 | 0.01% | 0.08% | 0.90% | Q4 2015 | Q4 2022 | 14 |
SevenBridge Financial Group, LLC | 14 | 14 | 0.04% | 0.06% | 0.13% | Q1 2016 | Q2 2019 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.10% | 0.21% | Q3 2014 | Q4 2017 | 14 |
Pointe Capital Management LLC | 13 | 1 | 0.10% | 0.25% | 0.37% | Q1 2017 | Q1 2023 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.07% | 0.33% | 0.90% | Q4 2013 | Q2 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 14 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q4 2022 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q2 2023 | 13 |
GENESEE VALLEY TRUST CO | 13 | 13 | 0.29% | 0.56% | 0.82% | Q1 2015 | Q1 2018 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.04% | 0.10% | 0.17% | Q2 2020 | Q2 2023 | 13 |
Norway Savings Bank | 13 | 13 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.23% | 0.33% | 0.44% | Q3 2020 | Q3 2023 | 13 |
CALTON & ASSOCIATES, INC. | 9 | 1 | 0.06% | 0.12% | 0.43% | Q4 2017 | Q4 2022 | 13 |
Bell & Brown Wealth Advisors, LLC | 8 | 2 | 0.11% | 0.16% | 0.22% | Q1 2018 | Q2 2023 | 13 |
Pegasus Partners Ltd. | 13 | 13 | 0.29% | 0.39% | 0.46% | Q1 2016 | Q1 2019 | 13 |
DENALI ADVISORS LLC | 9 | 4 | 0.20% | 0.73% | 1.72% | Q2 2013 | Q2 2022 | 13 |
Atlantic Union Bankshares Corp | 11 | 1 | 0.01% | 0.07% | 0.10% | Q1 2014 | Q3 2023 | 13 |
Schooner Investment Group, LLC. | 13 | 13 | 0.15% | 0.42% | 0.93% | Q2 2013 | Q2 2016 | 13 |
COWEN INC. | 9 | 2 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2018 | 13 |
KAYS FINANCIAL ADVISORY CORP /ADV | 13 | 13 | 0.21% | 0.38% | 0.50% | Q4 2014 | Q4 2017 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q1 2019 | 13 |
Fluent Financial, LLC | 7 | 6 | 0.36% | 0.79% | 1.11% | Q4 2017 | Q1 2021 | 13 |
M Holdings Securities, Inc. | 5 | 1 | 0.04% | 0.08% | 0.15% | Q2 2017 | Q1 2023 | 13 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 13 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2022 | 13 |
Rothschild & Co Wealth Management UK Ltd | 13 | 13 | 0.01% | 0.08% | 0.10% | Q1 2014 | Q1 2017 | 13 |
First Bank & Trust | 13 | 13 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q2 2022 | 13 |
Personal Capital Advisors Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Ballentine Partners, LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Focused Investors LLC | 13 | 13 | 2.39% | 3.98% | 5.07% | Q3 2020 | Q3 2023 | 13 |
ORSER CAPITAL MANAGEMENT, LLC | 13 | 13 | 1.14% | 2.12% | 2.97% | Q4 2017 | Q4 2020 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.10% | 0.13% | 0.17% | Q1 2018 | Q1 2021 | 13 |
Onex Canada Asset Management Inc. | 11 | 2 | 0.01% | 0.37% | 0.66% | Q2 2018 | Q1 2022 | 13 |
RiverPark Advisors, LLC | 13 | 13 | 0.11% | 1.21% | 1.95% | Q4 2017 | Q4 2020 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.11% | 0.35% | 0.56% | Q3 2020 | Q3 2023 | 13 |
DUNCKER STREETT & CO INC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 13 |
Kiltearn Partners LLP | 10 | 3 | 1.19% | 2.17% | 3.49% | Q4 2013 | Q3 2023 | 13 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 8 | 5 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 10 | 3 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 13 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 13 |
Curtis Advisory Group, LLC | 13 | 13 | 0.10% | 0.16% | 0.26% | Q4 2019 | Q4 2022 | 13 |
Advisors Preferred, LLC | 7 | 1 | 0.04% | 0.11% | 0.26% | Q1 2014 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.12% | 0.18% | 0.28% | Q4 2020 | Q4 2023 | 13 |
Pavion Blue Capital, LLC | 13 | 13 | 0.63% | 0.82% | 1.10% | Q3 2020 | Q3 2023 | 13 |
RIVERPARK CAPITAL MANAGEMENT LLC | 13 | 13 | 0.86% | 1.91% | 2.49% | Q4 2017 | Q4 2020 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.08% | 0.16% | 0.32% | Q2 2018 | Q3 2023 | 13 |
Citizens National Bank Trust Department | 13 | 13 | 0.35% | 0.53% | 0.76% | Q3 2020 | Q3 2023 | 13 |
WHALEROCK POINT PARTNERS, LLC | 6 | 2 | 0.07% | 0.11% | 0.15% | Q4 2015 | Q3 2020 | 13 |
BlueCrest Capital Management Ltd | 9 | 1 | 0.01% | 0.15% | 0.48% | Q4 2014 | Q3 2019 | 13 |
Syntal Capital Partners, LLC | 6 | 2 | 0.02% | 0.32% | 0.52% | Q3 2014 | Q2 2022 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.10% | 0.26% | Q3 2020 | Q3 2023 | 13 |
WBI INVESTMENTS, LLC | 6 | 1 | 0.04% | 0.24% | 0.74% | Q2 2015 | Q4 2021 | 13 |
Capital Investment Advisory Services, LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.12% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Gerstein Fisher | 13 | 13 | 0.03% | 0.10% | 0.14% | Q3 2013 | Q3 2016 | 13 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 10 | 3 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 13 |
Fiduciary Group LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cognios Capital, LLC | 8 | 1 | 0.09% | 0.89% | 1.64% | Q2 2016 | Q1 2020 | 13 |
Legacy Financial Advisors, Inc. | 7 | 6 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 13 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 4 | 0.11% | 0.17% | 0.21% | Q1 2018 | Q4 2023 | 13 |
NorthCoast Asset Management LLC | 7 | 1 | 0.04% | 0.60% | 3.09% | Q2 2014 | Q3 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.04% | 0.08% | 0.26% | Q3 2020 | Q3 2023 | 13 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 13 | 13 | 0.08% | 0.11% | 0.13% | Q2 2014 | Q2 2017 | 13 |
Journey Advisory Group, LLC | 12 | 12 | 0.07% | 0.43% | 0.62% | Q4 2020 | Q3 2023 | 12 |
SVA Wealth Management, LLC | 11 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2020 | 12 |
Torch Wealth Management LLC | 12 | 12 | 0.72% | 0.98% | 1.30% | Q1 2017 | Q4 2019 | 12 |
Strategic Wealth Partners, Ltd. | 10 | 2 | 0.00% | 0.11% | 0.15% | Q4 2017 | Q2 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
CYPRESS FUNDS LLC | 12 | 12 | 3.33% | 4.45% | 6.12% | Q4 2015 | Q3 2018 | 12 |
Advisor OS, LLC | 12 | 12 | 3.08% | 4.65% | 6.78% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 10 | 1 | 0.11% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 12 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.31% | 0.37% | 0.45% | Q2 2016 | Q1 2019 | 12 |
Horizon Kinetics | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.04% | 0.15% | Q1 2015 | Q1 2018 | 12 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.15% | 0.29% | 0.77% | Q2 2019 | Q1 2022 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.09% | 0.16% | 0.33% | Q3 2013 | Q2 2016 | 12 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.12% | 0.54% | Q3 2019 | Q2 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.33% | 0.43% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.20% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Spectrum Asset Management, Inc. (NB/CA) | 10 | 1 | 0.06% | 0.17% | 0.76% | Q3 2018 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.21% | 0.34% | 0.64% | Q4 2014 | Q3 2017 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.05% | 0.18% | 0.53% | Q4 2016 | Q3 2019 | 12 |
Man Group plc | 7 | 5 | 0.00% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.06% | 0.23% | 0.70% | Q4 2016 | Q3 2019 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.26% | 0.34% | 0.45% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.29% | 1.93% | Q2 2017 | Q1 2022 | 12 |
Regent Peak Wealth Advisors LLC | 11 | 1 | 0.09% | 0.51% | 0.78% | Q3 2020 | Q3 2023 | 12 |
INVESTMENT PARTNERS, LTD. | 12 | 12 | 0.17% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.09% | 0.10% | 0.13% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q1 2016 | 12 |
Waverly Advisors, LLC | 9 | 3 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.08% | 0.25% | Q4 2016 | Q3 2019 | 12 |
Renasant Bank | 12 | 12 | 0.26% | 0.56% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Reynders McVeigh Capital Management, LLC | 10 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2022 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Unison Asset Management LLC | 12 | 12 | 1.54% | 2.51% | 3.44% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.09% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2022 | 12 |
Railway Pension Investments Ltd | 7 | 1 | 0.02% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 1.56% | 2.14% | 3.01% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 12 |
SFMG, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 1 | 0.01% | 0.21% | 0.44% | Q1 2013 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 1.17% | 1.48% | 2.06% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.26% | 0.35% | 0.46% | Q4 2020 | Q3 2023 | 12 |
FIRST FOUNDATION ADVISORS | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.09% | 0.21% | Q1 2014 | Q1 2023 | 12 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.32% | 1.11% | Q4 2013 | Q4 2022 | 12 |
OmniStar Financial Group, Inc. | 10 | 2 | 0.14% | 0.40% | 0.56% | Q4 2017 | Q4 2020 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.48% | 0.63% | 0.93% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.08% | 0.23% | Q4 2019 | Q2 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.07% | 0.28% | 0.87% | Q4 2016 | Q3 2019 | 12 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.33% | 1.25% | Q3 2014 | Q1 2022 | 12 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6 | 1 | 0.00% | 0.51% | 4.30% | Q4 2013 | Q1 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Stolper Co | 12 | 12 | 2.22% | 2.64% | 3.36% | Q4 2020 | Q3 2023 | 12 |
Parkwood LLC | 10 | 1 | 0.03% | 0.08% | 0.12% | Q4 2013 | Q2 2017 | 12 |
Annex Advisory Services, LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BBR PARTNERS, LLC | 8 | 4 | 0.03% | 0.08% | 0.28% | Q1 2018 | Q2 2022 | 12 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.20% | 0.32% | 0.47% | Q2 2013 | Q1 2016 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.01% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.62% | 1.96% | 2.57% | Q4 2020 | Q3 2023 | 12 |
Bath Savings Trust Co | 12 | 12 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
FIRST MERCANTILE TRUST CO | 12 | 12 | 0.01% | 0.16% | 0.40% | Q4 2018 | Q3 2021 | 12 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 8 | 1 | 0.04% | 0.34% | 0.56% | Q1 2013 | Q1 2018 | 12 |
4J Wealth Management LLC | 12 | 12 | 1.12% | 1.63% | 2.41% | Q4 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.09% | 0.23% | 0.40% | Q1 2019 | Q1 2022 | 12 |
Norman Fields, Gottscho Capital Management, LLC | 12 | 12 | 0.38% | 0.49% | 0.66% | Q1 2021 | Q4 2023 | 12 |
HALSEY ASSOCIATES INC/CT | 12 | 12 | 0.05% | 0.07% | 0.11% | Q3 2013 | Q2 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 0.11% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.07% | 0.14% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.25% | 0.42% | 0.58% | Q4 2018 | Q2 2021 | 11 |
Highstreet Asset Management Inc. | 5 | 1 | 0.02% | 0.20% | 0.56% | Q2 2013 | Q4 2019 | 11 |
Act Two Investors LLC | 11 | 11 | 0.36% | 4.55% | 7.29% | Q1 2021 | Q3 2023 | 11 |
Uniplan Investment Counsel, Inc. | 11 | 11 | 0.25% | 0.31% | 0.40% | Q3 2018 | Q1 2021 | 11 |
Retirement Group, LLC | 9 | 1 | 0.04% | 0.10% | 0.17% | Q4 2019 | Q4 2022 | 11 |
Lehman & Derafelo Financial Resources LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q1 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 11 |
CVA Family Office, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 11 |
PDS Planning, Inc | 9 | 2 | 0.04% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 11 |
FORTEM FINANCIAL GROUP, LLC | 8 | 1 | 0.10% | 0.14% | 0.19% | Q3 2019 | Q1 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.03% | 0.17% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Signet Investment Advisory Group, Inc. | 11 | 11 | 0.23% | 0.82% | 1.10% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q2 2020 | 11 |
Redhawk Wealth Advisors, Inc. | 9 | 2 | 0.02% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 11 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q2 2023 | 11 |
Close Asset Management Ltd | 10 | 1 | 0.00% | 0.18% | 1.86% | Q1 2017 | Q3 2023 | 11 |
CAPE ANN SAVINGS BANK | 10 | 1 | 0.40% | 0.70% | 1.05% | Q2 2020 | Q1 2023 | 11 |
United Asset Strategies, Inc. | 10 | 1 | 0.07% | 0.09% | 0.17% | Q2 2016 | Q1 2019 | 11 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 1 | 0.13% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 11 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11 | 11 | 0.02% | 0.16% | 0.30% | Q4 2015 | Q2 2018 | 11 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 1 | 0.00% | 0.09% | 0.38% | Q1 2016 | Q2 2019 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Legacy Capital Partners, Inc. | 11 | 11 | 0.13% | 0.16% | 0.19% | Q3 2019 | Q1 2022 | 11 |
Indie Asset Partners, LLC | 11 | 11 | 0.28% | 0.52% | 0.82% | Q4 2020 | Q2 2023 | 11 |
FAYEZ SAROFIM & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO LIFE INSURANCE CO | 11 | 11 | 0.16% | 0.21% | 0.24% | Q4 2014 | Q2 2017 | 11 |
Capula Management Ltd | 3 | 1 | 0.01% | 0.13% | 0.41% | Q1 2021 | Q4 2022 | 11 |
Stokes Family Office, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
CAPITAL INTERNATIONAL LTD /CA/ | 9 | 1 | 0.01% | 0.10% | 0.20% | Q1 2016 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 11 |
Newman Dignan & Sheerar, Inc. | 10 | 1 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 11 |
Telos Capital Management, Inc. | 11 | 11 | 0.89% | 1.51% | 1.90% | Q1 2021 | Q3 2023 | 11 |
Founders Capital Management | 11 | 11 | 1.16% | 1.68% | 2.20% | Q2 2021 | Q4 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 11 |
Quantinno Capital Management LP | 8 | 1 | 0.17% | 0.30% | 0.40% | Q2 2019 | Q3 2023 | 11 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.21% | 0.76% | Q2 2017 | Q3 2020 | 11 |
Winslow Capital Management, LLC | 11 | 11 | 0.95% | 1.33% | 1.77% | Q1 2017 | Q3 2019 | 11 |
CoreFirst Bank & Trust | 11 | 11 | 0.18% | 0.25% | 0.34% | Q4 2020 | Q2 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Advisory Alpha, LLC | 7 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 11 |
GLOBEFLEX CAPITAL L P | 10 | 1 | 0.00% | 0.05% | 0.56% | Q2 2013 | Q3 2021 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.18% | 0.27% | 0.33% | Q2 2020 | Q4 2022 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.29% | 0.35% | 0.41% | Q4 2016 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 2.26% | 2.81% | 3.72% | Q1 2021 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.32% | 0.44% | 0.58% | Q1 2021 | Q3 2023 | 11 |
Essex Savings Bank | 8 | 3 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.12% | 0.18% | 0.28% | Q2 2013 | Q4 2015 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
MUFG Securities EMEA plc | 6 | 1 | 0.00% | 0.10% | 0.20% | Q2 2018 | Q3 2022 | 11 |
Octavia Wealth Advisors, LLC | 7 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Cutter & CO Brokerage, Inc. | 11 | 11 | 0.72% | 1.04% | 1.42% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.09% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2018 | 11 |
American Money Management, LLC | 11 | 11 | 0.59% | 1.49% | 1.97% | Q1 2021 | Q3 2023 | 11 |
Cannell & Co. | 6 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.08% | 0.21% | 0.45% | Q4 2020 | Q2 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.15% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
HOEY INVESTMENTS, INC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
PFG Private Wealth Management, LLC | 11 | 11 | 0.03% | 0.10% | 0.22% | Q1 2021 | Q3 2023 | 11 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.05% | 0.26% | Q4 2022 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
American Assets Investment Management, LLC | 11 | 11 | 0.62% | 0.77% | 0.95% | Q1 2021 | Q3 2023 | 11 |
Atlas Brown,Inc. | 11 | 11 | 0.10% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Stevens First Principles Investment Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Dakota Wealth Management | 11 | 11 | 0.07% | 0.20% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Laurel Grove Capital, LLC | 11 | 11 | 0.24% | 0.46% | 1.25% | Q1 2016 | Q3 2018 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.09% | 0.38% | Q4 2016 | Q3 2023 | 11 |
Crow Point Partners, LLC | 7 | 1 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q1 2018 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.34% | 0.54% | 0.78% | Q4 2020 | Q3 2023 | 11 |
First Pacific Advisors, LP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 11 |
Phoenix Holdings Ltd. | 6 | 1 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 11 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.04% | 0.86% | 1.81% | Q1 2015 | Q2 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.06% | 0.14% | 0.27% | Q1 2014 | Q1 2017 | 11 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 11 |
BOK Financial Private Wealth, Inc. | 9 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2022 | 11 |
YACKTMAN ASSET MANAGEMENT LP | 11 | 11 | 1.46% | 1.80% | 2.23% | Q1 2021 | Q3 2023 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 10 | 1 | 0.10% | 0.14% | 0.19% | Q4 2017 | Q4 2022 | 11 |
Aptus Capital Advisors, LLC | 7 | 4 | 0.01% | 0.08% | 0.34% | Q1 2020 | Q3 2023 | 11 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.14% | 0.41% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 11 |
IFC Holdings Incorporated/FL | 8 | 3 | 0.02% | 0.14% | 0.52% | Q4 2014 | Q4 2017 | 11 |
Castle Rock Wealth Management, LLC | 4 | 2 | 0.14% | 0.51% | 0.80% | Q2 2018 | Q3 2023 | 11 |
Goelzer Investment Management, Inc. | 9 | 1 | 0.02% | 0.26% | 0.33% | Q1 2019 | Q4 2022 | 10 |
SYMPHONY ASSET MANAGEMENT LLC | 10 | 10 | 0.04% | 0.12% | 0.25% | Q4 2015 | Q1 2018 | 10 |
GLG LLC | 6 | 1 | 0.01% | 0.17% | 0.36% | Q1 2014 | Q4 2017 | 10 |
SRS Capital Advisors, Inc. | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.08% | 0.22% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Invictus RG Pte. Ltd. | 10 | 10 | 0.14% | 0.44% | 0.77% | Q2 2013 | Q3 2015 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Westover Capital Advisors, LLC | 6 | 4 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q2 2023 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
TriaGen Wealth Management LLC | 10 | 10 | 0.11% | 0.33% | 0.64% | Q2 2021 | Q3 2023 | 10 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2018 | 10 |
Systematic Alpha Investments, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Delta Accumulation, LLC | 3 | 2 | 0.23% | 1.22% | 4.46% | Q4 2021 | Q3 2023 | 10 |
PROSPECTOR PARTNERS LLC | 10 | 10 | 0.29% | 0.58% | 0.97% | Q2 2013 | Q3 2015 | 10 |
Manning & Napier Group, LLC | 10 | 10 | 0.21% | 0.84% | 1.40% | Q2 2021 | Q3 2023 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.07% | 0.19% | Q2 2021 | Q3 2023 | 10 |
EPIQ Capital Group, LLC | 10 | 10 | 0.15% | 0.30% | 0.78% | Q1 2020 | Q2 2022 | 10 |
Bain Capital Public Equity Management, LLC | 10 | 10 | 0.02% | 3.04% | 6.49% | Q4 2016 | Q1 2019 | 10 |
Independent Portfolio Consultants, Inc. | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q2 2017 | 10 |
Ipswich Investment Management Co., Inc. | 10 | 10 | 0.21% | 0.33% | 0.45% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q3 2015 | 10 |
Versor Investments LP | 4 | 3 | 0.02% | 0.12% | 0.42% | Q1 2020 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 2 | 0.01% | 0.07% | 0.20% | Q1 2016 | Q4 2020 | 10 |
Spectrum Management Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2020 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.03% | 0.05% | 0.09% | Q3 2015 | Q4 2017 | 10 |
Front Street Capital Management, Inc. | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CHUBB CORP | 10 | 10 | 0.68% | 1.05% | 1.44% | Q2 2013 | Q3 2015 | 10 |
Alpha Omega Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2019 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q2 2016 | 10 |
CAPITAL ADVISORS INC/OK | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2015 | 10 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.01% | 0.86% | 3.52% | Q1 2016 | Q2 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
ARGENT CAPITAL MANAGEMENT LLC | 10 | 10 | 0.14% | 1.94% | 3.42% | Q2 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 10 |
QCI ASSET MANAGEMENT INC/NY | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sterling Capital Management LLC | 9 | 1 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q4 2016 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.36% | 0.86% | 1.23% | Q2 2013 | Q3 2015 | 10 |
LEE DANNER & BASS INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Stillwater Investment Management, LLC | 10 | 10 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Cornerstone Advisory, LLC | 10 | 10 | 0.06% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
R. W. Roge & Company, Inc. | 9 | 1 | 0.12% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 10 |
Fort Sheridan Advisors LLC | 10 | 10 | 0.11% | 0.18% | 0.27% | Q2 2021 | Q3 2023 | 10 |
ICON ADVISERS INC/CO | 7 | 3 | 0.20% | 0.84% | 1.73% | Q1 2019 | Q4 2022 | 10 |
Accel Wealth Management | 9 | 1 | 0.00% | 0.03% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Compass Ion Advisors, LLC | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.45% | 0.92% | Q4 2013 | Q2 2018 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.01% | 0.64% | 0.92% | Q2 2021 | Q3 2023 | 10 |
Stokes Capital Advisors, LLC | 10 | 10 | 1.18% | 2.08% | 2.75% | Q2 2021 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 4 | 1 | 0.03% | 0.16% | 0.31% | Q4 2016 | Q3 2023 | 10 |
ACG Wealth | 9 | 1 | 0.04% | 0.12% | 0.20% | Q1 2018 | Q2 2022 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.12% | 0.32% | 0.63% | Q1 2021 | Q2 2023 | 10 |
JT Stratford LLC | 10 | 10 | 0.09% | 0.36% | 0.57% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
GODSEY & GIBB, INC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q1 2019 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.44% | 0.56% | 0.72% | Q4 2015 | Q1 2018 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.28% | 0.48% | 0.65% | Q3 2018 | Q4 2020 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.10% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Relyea Zuckerberg Hanson LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q3 2021 | 10 |
AFT, FORSYTH & COMPANY, INC. | 9 | 1 | 0.26% | 0.34% | 0.44% | Q3 2013 | Q4 2019 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.68% | 0.83% | 0.95% | Q3 2020 | Q4 2022 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.03% | 0.20% | 0.36% | Q4 2022 | Q3 2023 | 10 |
PAYDEN & RYGEL | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 10 |
BCGM Wealth Management, LLC | 10 | 10 | 0.43% | 1.01% | 1.40% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Brand Asset Management Group, Inc. | 10 | 10 | 0.03% | 0.03% | 0.06% | Q2 2018 | Q3 2020 | 10 |
MENORA MIVTACHIM HOLDINGS LTD. | 10 | 10 | 0.96% | 1.47% | 2.49% | Q1 2018 | Q2 2020 | 10 |
Keel Point, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Bollard Group LLC | 9 | 1 | 0.00% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 10 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
True Link Financial Advisors, LLC | 9 | 9 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.00% | 0.09% | 0.12% | Q1 2020 | Q1 2022 | 9 |
Orca Investment Management, LLC | 9 | 9 | 1.92% | 2.21% | 3.00% | Q4 2020 | Q4 2022 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.59% | 1.14% | 1.53% | Q3 2021 | Q3 2023 | 9 |
New Jersey Better Educational Savings Trust | 9 | 9 | 0.38% | 0.86% | 1.36% | Q3 2018 | Q3 2020 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Seascape Capital Management | 9 | 9 | 0.18% | 0.23% | 0.26% | Q4 2020 | Q4 2022 | 9 |
One Charles Private Wealth Services, LLC | 7 | 2 | 0.13% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 9 |
NorthRock Partners, LLC | 7 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.13% | 0.17% | 0.26% | Q2 2013 | Q2 2015 | 9 |
D L CARLSON INVESTMENT GROUP INC | 8 | 1 | 0.04% | 1.56% | 2.69% | Q1 2021 | Q2 2023 | 9 |
Princeton Alpha Management LP | 6 | 3 | 0.08% | 0.26% | 0.65% | Q3 2014 | Q1 2017 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Lehman Financial Resources, Inc. | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Morris Capital Advisors, LLC | 9 | 9 | 0.36% | 0.42% | 0.53% | Q3 2020 | Q3 2022 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 9 | 0.09% | 0.14% | 0.21% | Q4 2020 | Q4 2022 | 9 |
Capital Research Global Investors | 9 | 9 | 0.04% | 0.14% | 0.20% | Q2 2018 | Q2 2020 | 9 |
Next Capital Management LLC | 8 | 1 | 0.01% | 0.20% | 0.30% | Q2 2019 | Q3 2023 | 9 |
Canton Hathaway, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2021 | 9 |
Colonial River Wealth Management, LLC | 6 | 3 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q1 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Visium Asset Management, LP | 7 | 2 | 0.00% | 0.08% | 0.37% | Q3 2013 | Q1 2016 | 9 |
DELTA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.88% | 1.18% | 1.48% | Q3 2021 | Q3 2023 | 9 |
Alexandria Capital, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2021 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.03% | 0.05% | 0.18% | Q4 2020 | Q4 2022 | 9 |
MENTA CAPITAL LLC | 4 | 1 | 0.07% | 0.33% | 0.48% | Q2 2013 | Q2 2018 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 1.25% | 1.60% | 2.03% | Q3 2021 | Q3 2023 | 9 |
Mount Lucas Management LP | 5 | 4 | 0.49% | 2.16% | 6.05% | Q2 2013 | Q2 2017 | 9 |
Heritage Trust Co | 8 | 1 | 0.03% | 0.03% | 0.05% | Q1 2017 | Q4 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q1 2017 | 9 |
Avantax Planning Partners, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q1 2023 | 9 |
Empire Life Investments Inc. | 9 | 9 | 0.98% | 1.60% | 2.21% | Q3 2021 | Q3 2023 | 9 |
Cowen Prime Advisors LLC | 8 | 1 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q1 2023 | 9 |
MYCIO WEALTH PARTNERS, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q2 2017 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 9 |
Sanders Capital, LLC | 9 | 9 | 1.62% | 2.83% | 4.25% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
ABNER HERRMAN & BROCK LLC | 5 | 4 | 0.10% | 0.71% | 1.33% | Q2 2017 | Q2 2020 | 9 |
Dynamic Capital Management Ltd | 3 | 1 | 0.04% | 0.33% | 0.87% | Q2 2014 | Q2 2018 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.05% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NEW YORK LIFE TRUST CO | 4 | 2 | 0.02% | 0.23% | 0.61% | Q2 2013 | Q1 2017 | 9 |
GRIMES & COMPANY, INC. | 8 | 1 | 0.01% | 0.15% | 1.26% | Q2 2013 | Q3 2023 | 9 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 1.60% | 9.21% | Q2 2015 | Q3 2023 | 9 |
Quadrature Capital Ltd | 1 | 1 | 0.13% | 0.54% | 1.42% | Q2 2016 | Q3 2023 | 9 |
NBW CAPITAL LLC | 9 | 9 | 0.78% | 0.91% | 1.06% | Q3 2021 | Q3 2023 | 9 |
RAY GERALD L & ASSOCIATES LTD | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q3 2017 | 9 |
Lucia Wealth Services, LLC | 5 | 4 | 0.00% | 0.08% | 0.21% | Q4 2017 | Q3 2020 | 9 |
WINTRUST INVESTMENTS LLC | 4 | 2 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 9 |
Stuart Chaussee & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
BTC Capital Management, Inc. | 9 | 9 | 0.03% | 0.87% | 1.23% | Q4 2018 | Q4 2020 | 9 |
Brown Advisory Securities, LLC | 6 | 3 | 0.04% | 0.10% | 0.16% | Q3 2017 | Q3 2020 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.00% | 1.67% | 2.64% | Q4 2020 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.19% | 0.30% | 0.73% | Q4 2019 | Q4 2021 | 9 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.32% | 0.80% | Q4 2019 | Q3 2023 | 9 |
Graticule Asia Macro Advisors LLC | 5 | 1 | 0.01% | 0.73% | 2.79% | Q3 2015 | Q2 2019 | 9 |
Heard Capital LLC | 9 | 9 | 0.10% | 3.13% | 11.88% | Q4 2019 | Q4 2021 | 9 |
KDI CAPITAL PARTNERS LLC | 7 | 2 | 1.80% | 3.10% | 4.26% | Q4 2018 | Q3 2021 | 9 |
GLG Partners LP | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2017 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.20% | 0.38% | 0.58% | Q2 2013 | Q1 2016 | 9 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.07% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 9 |
KWB Wealth | 8 | 1 | 0.06% | 0.07% | 0.11% | Q4 2020 | Q1 2023 | 9 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JB Capital LLC | 8 | 8 | 0.03% | 0.25% | 0.52% | Q3 2021 | Q2 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 0.26% | 0.56% | 0.78% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.63% | 1.26% | Q4 2020 | Q3 2022 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.08% | 0.52% | 0.82% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.04% | 0.11% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Founders Financial Alliance, LLC | 6 | 1 | 0.08% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 8 |
Birchcreek Wealth Management, LLC | 7 | 1 | 0.19% | 0.38% | 0.48% | Q4 2020 | Q4 2022 | 8 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 8 |
OAK FAMILY ADVISORS, LLC | 8 | 8 | 0.33% | 0.72% | 1.49% | Q1 2021 | Q4 2022 | 8 |
ANALYTIC INVESTORS, LLC | 6 | 2 | 0.07% | 0.46% | 1.02% | Q2 2013 | Q1 2016 | 8 |
TDAM USA INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
PETTYJOHN, WOOD & WHITE, INC | 6 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
ARGENT TRUST COMPANY, N.A. | 6 | 2 | 0.25% | 0.34% | 0.50% | Q2 2013 | Q3 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
DEARBORN PARTNERS LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Channing Capital Management, LLC | 8 | 8 | 0.12% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Epoch Investment Partners, Inc. | 7 | 1 | 0.01% | 0.49% | 1.06% | Q3 2016 | Q4 2021 | 8 |
CARL DOMINO INC | 8 | 8 | 0.13% | 0.32% | 0.41% | Q2 2013 | Q1 2015 | 8 |
Beaumont Financial Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.30% | 0.35% | 0.44% | Q2 2019 | Q1 2021 | 8 |
Greenwich Wealth Management LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 8 | 0.06% | 0.37% | 0.64% | Q2 2020 | Q1 2022 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.10% | 0.13% | 0.14% | Q2 2013 | Q1 2015 | 8 |
Convergence Investment Partners, LLC | 4 | 1 | 0.02% | 0.29% | 0.63% | Q2 2013 | Q1 2022 | 8 |
GANTZERT INVESTMENT CO LLC /ADV | 8 | 8 | 0.04% | 0.31% | 1.64% | Q4 2018 | Q3 2020 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.11% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Smith, Salley & Associates | 6 | 2 | 0.14% | 0.42% | 0.89% | Q4 2013 | Q3 2023 | 8 |
Van Cleef Asset Management,Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields & Co., LLC | 7 | 1 | 0.12% | 0.20% | 0.32% | Q3 2018 | Q3 2023 | 8 |
CALDWELL & ORKIN INC | 8 | 8 | 0.96% | 2.41% | 4.48% | Q4 2015 | Q3 2017 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2014 | Q3 2016 | 8 |
BHF Kleinwort Benson Group S.A. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2015 | 8 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 7 | 1 | 0.07% | 0.10% | 0.14% | Q4 2016 | Q3 2019 | 8 |
AIA Group Ltd | 8 | 8 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q1 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.16% | 0.25% | 0.41% | Q1 2016 | Q1 2019 | 8 |
Krane Funds Advisors LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 1 | 0.07% | 0.40% | 0.86% | Q1 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Livforsakringsbolaget Skandia, Omsesidigt | 8 | 8 | 0.04% | 0.09% | 0.14% | Q1 2016 | Q4 2017 | 8 |
Frontier Wealth Management LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 8 |
Sterling Global Strategies LLC | 8 | 8 | 1.12% | 1.36% | 1.89% | Q1 2017 | Q4 2018 | 8 |
Pachira Investments Inc. | 6 | 1 | 0.26% | 0.63% | 1.57% | Q2 2018 | Q3 2023 | 8 |
Buckingham Capital Management, Inc. | 8 | 8 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q4 2019 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.05% | 0.06% | 0.10% | Q1 2013 | Q4 2014 | 8 |
D.C. Capital Advisors, Ltd | 8 | 8 | 0.17% | 3.87% | 6.74% | Q3 2015 | Q2 2017 | 8 |
Stone Ridge Asset Management LLC | 5 | 1 | 0.02% | 0.07% | 0.22% | Q4 2017 | Q1 2020 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 8 | 8 | 0.03% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Verity Asset Management, Inc. | 5 | 1 | 0.14% | 2.12% | 3.20% | Q4 2014 | Q4 2021 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q1 2015 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.12% | 0.17% | 0.30% | Q4 2016 | Q2 2022 | 8 |
FORSTA AP-FONDEN | 8 | 8 | 0.19% | 0.41% | 0.80% | Q3 2016 | Q2 2018 | 8 |
AIMZ Investment Advisors, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.04% | 0.25% | 0.48% | Q4 2019 | Q3 2023 | 8 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.80% | 2.11% | Q4 2016 | Q1 2023 | 8 |
Analyst IMS Investment Management Services Ltd. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Elgethun Capital Management | 7 | 1 | 0.06% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.44% | 0.55% | 0.65% | Q4 2019 | Q3 2021 | 8 |
Sciencast Management LP | 2 | 1 | 0.14% | 0.55% | 0.88% | Q4 2015 | Q1 2022 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.06% | 0.08% | 0.09% | Q1 2016 | Q1 2018 | 8 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 8 |
O'Shares Investment Advisers, LLC | 8 | 8 | 0.12% | 0.40% | 0.75% | Q2 2020 | Q1 2022 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Abbrea Capital, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.30% | 0.44% | 0.56% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.13% | 0.20% | 0.38% | Q4 2017 | Q2 2020 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.04% | 0.12% | 0.19% | Q1 2019 | Q4 2022 | 8 |
Gryphon Financial Partners LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Northwest Capital Management Inc | 6 | 2 | 0.02% | 0.27% | 0.38% | Q4 2017 | Q3 2023 | 8 |
G&S Capital LLC | 3 | 2 | 0.13% | 1.27% | 2.88% | Q4 2017 | Q4 2022 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.15% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 2 | 1 | 0.02% | 0.31% | 0.59% | Q1 2019 | Q2 2023 | 8 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.12% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.16% | 0.26% | 0.37% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.11% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.14% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.75% | 0.89% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2023 | 8 |
Voit & Company, LLC | 8 | 8 | 0.90% | 1.12% | 1.37% | Q4 2018 | Q3 2020 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.20% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 0.47% | 0.86% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.80% | 1.27% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.31% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.23% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TBH Global Asset Management, LLC | 7 | 1 | 0.06% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 1.13% | 1.48% | 2.16% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 1.27% | 1.67% | 2.12% | Q4 2021 | Q3 2023 | 8 |
Stonehage Fleming (UK) Ltd | 8 | 8 | 0.91% | 1.01% | 1.36% | Q1 2014 | Q4 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.25% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 3.27% | 3.77% | 4.14% | Q4 2021 | Q3 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 5 | 1 | 1.03% | 1.90% | 3.89% | Q4 2019 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
LRT Capital Management, LLC | 8 | 8 | 2.52% | 3.79% | 5.13% | Q4 2021 | Q3 2023 | 8 |
GPM Growth Investors, Inc. | 8 | 8 | 2.02% | 2.45% | 3.18% | Q4 2019 | Q3 2021 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 1.58% | 2.16% | 3.67% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.10% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.04% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.11% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.76% | 1.02% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
VELA Investment Management, LLC | 8 | 8 | 1.61% | 1.86% | 2.18% | Q4 2021 | Q3 2023 | 8 |
Texas Capital Bank Wealth Management Services Inc | 7 | 1 | 0.02% | 0.06% | 0.28% | Q3 2020 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CLARK ESTATES INC/NY | 4 | 3 | 0.31% | 0.44% | 0.57% | Q2 2013 | Q3 2015 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 7 |
TradeLink Global Equity LLC | 7 | 7 | 0.08% | 0.34% | 0.56% | Q2 2013 | Q4 2014 | 7 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 7 | 7 | 0.77% | 1.22% | 1.39% | Q1 2016 | Q3 2017 | 7 |
IBEX WEALTH ADVISORS | 6 | 1 | 0.03% | 0.64% | 1.00% | Q3 2016 | Q2 2019 | 7 |
Trinity Street Asset Management LLP | 7 | 7 | 1.75% | 2.27% | 3.11% | Q1 2022 | Q3 2023 | 7 |
Argent Advisors, Inc. | 6 | 1 | 0.11% | 0.18% | 0.23% | Q4 2019 | Q2 2023 | 7 |
Gitterman Wealth Management, LLC | 7 | 7 | 0.39% | 0.59% | 0.91% | Q1 2022 | Q3 2023 | 7 |
Cheviot Value Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
YHB Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.67% | 0.77% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 7 |
Buckley Wealth Management, LLC | 7 | 7 | 0.13% | 0.17% | 0.21% | Q4 2017 | Q2 2019 | 7 |
TT INTERNATIONAL | 7 | 7 | 0.05% | 0.19% | 0.29% | Q1 2017 | Q3 2018 | 7 |
Corundum Group, Inc. | 6 | 1 | 0.15% | 0.33% | 0.45% | Q2 2019 | Q2 2021 | 7 |
MONETTA FINANCIAL SERVICES INC | 6 | 1 | 0.60% | 0.87% | 1.18% | Q1 2015 | Q4 2016 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
Counsel Portfolio Services Inc. | 5 | 2 | 0.03% | 0.47% | 1.33% | Q2 2013 | Q2 2016 | 7 |
Private Advisory Group LLC | 7 | 7 | 0.17% | 0.47% | 1.06% | Q1 2022 | Q3 2023 | 7 |
MILLIE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.20% | 0.29% | 0.44% | Q2 2016 | Q4 2017 | 7 |
Schneider Downs Wealth Management Advisors, LP | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
CWA Asset Management Group, LLC | 6 | 1 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q3 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.03% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.14% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 7 |
WC Walker & Associates, Inc. | 7 | 7 | 0.11% | 0.13% | 0.17% | Q2 2021 | Q4 2022 | 7 |
Banque Cantonale Vaudoise | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HYA Advisors, Inc | 5 | 2 | 0.07% | 0.11% | 0.15% | Q3 2020 | Q2 2022 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.01% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 7 |
Addison Capital Co | 7 | 7 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q2 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.06% | 0.12% | 0.26% | Q4 2014 | Q2 2016 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Accretive Wealth Partners, LLC | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 7 | 0.16% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Matrix Trust Co | 7 | 7 | 0.05% | 0.26% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Mendel Money Management | 7 | 7 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
BW Gestao de Investimentos Ltda. | 4 | 3 | 0.30% | 0.41% | 0.52% | Q3 2017 | Q3 2021 | 7 |
Hedeker Wealth, LLC | 7 | 7 | 1.11% | 1.66% | 2.17% | Q1 2022 | Q3 2023 | 7 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 7 |
Rudd International, Inc. | 7 | 7 | 0.20% | 0.22% | 0.26% | Q4 2018 | Q2 2020 | 7 |
Global Financial Private Capital, Inc | 5 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2020 | 7 |
BANK OF THE WEST | 5 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2019 | 7 |
Capital International Sarl | 7 | 7 | 0.27% | 0.38% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
S&CO INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Veracity Capital LLC | 5 | 2 | 0.07% | 0.17% | 0.24% | Q4 2019 | Q1 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.11% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 7 |
Symmetry Investments LP | 4 | 1 | 0.08% | 1.53% | 5.50% | Q1 2022 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.32% | 0.49% | 0.67% | Q1 2021 | Q4 2022 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.09% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Bell Bank | 5 | 2 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q1 2020 | 7 |
Concorde Financial Corp | 5 | 2 | 0.90% | 1.73% | 2.09% | Q4 2021 | Q3 2023 | 7 |
Abacus Wealth Partners, LLC | 7 | 7 | 0.08% | 0.10% | 0.15% | Q2 2021 | Q4 2022 | 7 |
Strategic Blueprint, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.23% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Regency Capital Management Inc.\DE | 3 | 2 | 0.26% | 1.36% | 3.00% | Q1 2021 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q2 2021 | 7 |
OSSIAM | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2020 | 7 |
Bridgeworth, LLC | 5 | 2 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q2 2020 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 3 | 0.28% | 0.43% | 0.65% | Q3 2016 | Q2 2018 | 7 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 3 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.23% | 0.42% | 0.62% | Q1 2022 | Q3 2023 | 7 |
TFG Advisers LLC | 6 | 1 | 0.07% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.84% | 0.95% | 1.08% | Q1 2022 | Q3 2023 | 7 |
Pearl River Capital, LLC | 2 | 1 | 0.21% | 0.60% | 1.11% | Q1 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Live Oak Private Wealth LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.20% | 0.40% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Assenagon Asset Management S.A. | 7 | 7 | 0.01% | 0.22% | 0.73% | Q3 2017 | Q1 2019 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.89% | 1.07% | 1.30% | Q1 2022 | Q3 2023 | 7 |
KANAWHA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.21% | 0.60% | 1.80% | Q4 2013 | Q2 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Natixis Investment Managers International | 3 | 1 | 0.01% | 0.10% | 0.29% | Q4 2015 | Q3 2018 | 7 |
RNC CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Granite Investment Partners, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 7 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 7 | 7 | 2.80% | 3.49% | 4.05% | Q1 2022 | Q3 2023 | 7 |
Crumly & Associates Inc. | 7 | 7 | 0.11% | 0.15% | 0.22% | Q2 2021 | Q4 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
McGuire Investment Group, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN CAPITAL LP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 7 |
ALERUS FINANCIAL NA | 5 | 2 | 0.03% | 0.34% | 0.67% | Q2 2020 | Q1 2023 | 7 |
CLOUGH CAPITAL PARTNERS L P | 7 | 7 | 1.60% | 2.94% | 4.06% | Q1 2022 | Q3 2023 | 7 |
Quantum Private Wealth, LLC | 7 | 7 | 0.10% | 0.35% | 0.71% | Q1 2022 | Q3 2023 | 7 |
QUANTUM CAPITAL MANAGEMENT | 5 | 2 | 0.02% | 0.09% | 0.19% | Q3 2013 | Q3 2020 | 7 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 2 | 0.00% | 0.28% | 1.01% | Q2 2017 | Q3 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Legacy Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.16% | Q3 2017 | Q4 2019 | 7 |
Independence Trust CO | 7 | 7 | 0.31% | 0.40% | 0.48% | Q2 2016 | Q4 2017 | 7 |
NIPPON LIFE INSURANCE CO | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2017 | 7 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.36% | 0.47% | 0.58% | Q2 2022 | Q4 2023 | 7 |
Integre Asset Management, LLC | 7 | 7 | 0.95% | 1.06% | 1.28% | Q2 2018 | Q4 2019 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ally Financial Inc. | 4 | 3 | 0.14% | 0.29% | 0.62% | Q3 2018 | Q2 2021 | 7 |
PRIVATE ASSET MANAGEMENT INC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q1 2017 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.07% | 0.09% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Bellecapital International Ltd. | 6 | 6 | 0.09% | 0.19% | 0.23% | Q1 2022 | Q2 2023 | 6 |
Cordasco Financial Network | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 6 |
Empowered Funds, LLC | 4 | 2 | 0.03% | 0.24% | 0.54% | Q4 2020 | Q3 2023 | 6 |
USS Investment Management Ltd | 6 | 6 | 0.06% | 0.08% | 0.09% | Q3 2016 | Q4 2017 | 6 |
Mayflower Financial Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Ridgewood Investments LLC | 4 | 2 | 0.01% | 0.37% | 0.60% | Q1 2021 | Q2 2023 | 6 |
Clear Perspective Advisors, LLC | 5 | 1 | 0.07% | 0.10% | 0.12% | Q2 2017 | Q3 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.11% | 0.21% | Q3 2013 | Q3 2015 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.13% | 0.29% | Q3 2020 | Q3 2023 | 6 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.03% | 0.37% | 0.86% | Q2 2013 | Q4 2018 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 6 |
CARILLON TOWER ADVISERS, INC. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 6 |
Ninepoint Partners LP | 4 | 2 | 0.10% | 1.05% | 1.83% | Q3 2017 | Q3 2019 | 6 |
Portfolio Solutions, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2018 | 6 |
PHH Investments, Ltd. | 6 | 6 | 0.27% | 0.30% | 0.35% | Q3 2018 | Q4 2019 | 6 |
J.Safra Asset Management Corp | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Cito Capital Group, LLC | 6 | 6 | 0.21% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SPROTT INC. | 6 | 6 | 0.70% | 1.35% | 2.79% | Q1 2016 | Q2 2017 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.03% | 0.19% | 0.49% | Q1 2019 | Q2 2023 | 6 |
NUANCE INVESTMENTS, LLC | 6 | 6 | 0.01% | 1.77% | 3.34% | Q4 2020 | Q1 2022 | 6 |
Independence Bank of Kentucky | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.01% | 0.14% | 0.22% | Q4 2020 | Q1 2022 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Jasper Ridge Partners, L.P. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.10% | 0.18% | Q1 2017 | Q4 2019 | 6 |
D.B. Root & Company, LLC | 6 | 6 | 0.15% | 0.17% | 0.18% | Q2 2022 | Q3 2023 | 6 |
WEXFORD CAPITAL LP | 3 | 3 | 0.01% | 0.44% | 1.80% | Q4 2019 | Q4 2022 | 6 |
Ruffer LLP | 6 | 6 | 0.28% | 2.53% | 4.87% | Q2 2021 | Q3 2022 | 6 |
ADAMCAPITAL Gestao de Recursos Ltda. | 4 | 2 | 0.48% | 3.10% | 4.41% | Q2 2020 | Q4 2021 | 6 |
NICOLA WEALTH MANAGEMENT LTD. | 6 | 6 | 0.07% | 0.78% | 1.13% | Q3 2021 | Q4 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.11% | 0.20% | 0.23% | Q3 2016 | Q4 2017 | 6 |
WALLER FINANCIAL PLANNING GROUP, INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.35% | 0.64% | 1.39% | Q4 2013 | Q4 2019 | 6 |
EXCALIBUR MANAGEMENT CORP | 6 | 6 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q2 2022 | 6 |
Global Assets Advisory, LLC | 6 | 6 | 0.36% | 0.60% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q4 2019 | 6 |
SHAPIRO ROBERT N | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
BRC Investment Management LLC | 6 | 6 | 2.94% | 3.08% | 3.23% | Q2 2013 | Q3 2014 | 6 |
Distillate Capital Partners LLC | 6 | 6 | 0.86% | 0.96% | 1.07% | Q4 2020 | Q1 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.02% | 0.20% | 0.81% | Q4 2019 | Q2 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Machina Capital S.A.S. | 5 | 1 | 0.12% | 0.41% | 0.67% | Q4 2018 | Q2 2023 | 6 |
FRONTIER INVESTMENT MGMT CO | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2020 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.18% | 0.27% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.21% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.14% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2014 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.26% | 0.57% | 0.81% | Q2 2022 | Q3 2023 | 6 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.34% | 0.41% | 0.47% | Q2 2013 | Q3 2014 | 6 |
Claro Advisors LLC | 3 | 3 | 0.21% | 0.29% | 0.37% | Q4 2018 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.22% | 0.39% | 0.58% | Q2 2013 | Q3 2014 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.84% | 1.98% | 2.80% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
High Net Worth Advisory Group LLC | 5 | 1 | 0.06% | 0.13% | 0.40% | Q4 2021 | Q2 2023 | 6 |
VONTOBEL ASSET MANAGEMENT INC | 6 | 6 | 0.32% | 0.45% | 0.51% | Q1 2020 | Q2 2021 | 6 |
Teramo Advisors, LLC | 3 | 3 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q4 2022 | 6 |
PRECEPT MANAGEMENT LLC | 6 | 6 | 0.13% | 0.43% | 0.79% | Q2 2019 | Q3 2020 | 6 |
Windsor Creek Advisors, LLC | 5 | 5 | 0.02% | 0.38% | 0.65% | Q4 2018 | Q4 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Emerson Wealth, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Grandview Asset Management LLC | 5 | 1 | 0.03% | 2.26% | 2.92% | Q4 2018 | Q1 2021 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2022 | 6 |
TOEWS CORP /ADV | 2 | 1 | 0.05% | 0.17% | 0.30% | Q2 2016 | Q3 2021 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.13% | 0.27% | Q2 2014 | Q1 2020 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.06% | 0.57% | 1.27% | Q4 2021 | Q1 2023 | 6 |
Qtron Investments LLC | 5 | 1 | 0.05% | 0.07% | 0.12% | Q2 2021 | Q2 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.24% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.48% | 1.12% | Q4 2019 | Q2 2023 | 6 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q3 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.12% | 0.35% | 0.77% | Q4 2020 | Q2 2023 | 6 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 6 | 6 | 0.00% | 0.10% | 0.14% | Q3 2013 | Q4 2014 | 6 |
Auxano Advisors, LLC | 6 | 6 | 0.11% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Ethic Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Operose Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.02% | 0.09% | Q3 2021 | Q1 2023 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q1 2021 | 6 |
Cinctive Capital Management LP | 3 | 1 | 0.12% | 0.29% | 0.54% | Q1 2020 | Q4 2022 | 6 |
Charles Schwab Trust Co | 6 | 6 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
TCF National Bank | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2019 | Q1 2021 | 6 |
Czech National Bank | 6 | 6 | 0.17% | 0.20% | 0.25% | Q3 2022 | Q4 2023 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q2 2022 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Running Oak Capital LLC | 4 | 2 | 0.19% | 1.48% | 1.99% | Q3 2020 | Q4 2022 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.32% | 0.42% | 0.51% | Q2 2013 | Q3 2014 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.02% | 0.22% | 0.35% | Q1 2018 | Q2 2023 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 6 | 6 | 0.03% | 0.07% | 0.13% | Q3 2017 | Q4 2018 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Invictus RG | 6 | 6 | 0.02% | 0.07% | 0.21% | Q4 2015 | Q1 2017 | 6 |
PATTON FUND MANAGEMENT, INC. | 4 | 2 | 0.34% | 0.69% | 0.98% | Q1 2020 | Q4 2022 | 6 |
Community Bank & Trust, Waco, Texas | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
ANTIPODES PARTNERS Ltd | 6 | 6 | 1.23% | 3.34% | 5.56% | Q4 2021 | Q1 2023 | 6 |
Starfire Investment Advisers, Inc. | 5 | 1 | 0.10% | 0.18% | 0.24% | Q4 2017 | Q1 2020 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.12% | 0.17% | 0.24% | Q3 2021 | Q4 2022 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.13% | 0.22% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.38% | 0.98% | Q4 2015 | Q1 2021 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.18% | 0.26% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Tradewinds Capital Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 6 |
Anchor Bolt Capital, LP | 5 | 5 | 0.40% | 0.70% | 0.82% | Q1 2016 | Q1 2017 | 5 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 5 | 0.02% | 0.06% | 0.17% | Q2 2014 | Q2 2015 | 5 |
Atom Investors LP | 3 | 1 | 0.08% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 5 |
Santa Fe Partners LLC | 3 | 1 | 0.19% | 0.30% | 0.40% | Q1 2014 | Q4 2015 | 5 |
TNF LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2021 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.23% | 0.29% | 0.38% | Q1 2014 | Q2 2018 | 5 |
Angeles Investment Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Impala Asset Management LLC | 3 | 2 | 0.15% | 1.30% | 4.55% | Q3 2015 | Q3 2022 | 5 |
Mosaic Family Wealth, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q4 2021 | 5 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.09% | 0.25% | Q3 2016 | Q2 2018 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.17% | 0.27% | Q4 2018 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.06% | 0.20% | 0.74% | Q4 2017 | Q4 2018 | 5 |
Pinkerton Retirement Specialists, LLC | 3 | 2 | 0.06% | 0.15% | 0.36% | Q2 2016 | Q4 2022 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2020 | 5 |
StoneX Group Inc. | 2 | 1 | 0.04% | 0.16% | 0.37% | Q1 2021 | Q3 2022 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 5 |
AMARILLO NATIONAL BANK | 5 | 5 | 0.06% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.08% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.01% | 0.08% | 0.19% | Q4 2020 | Q2 2023 | 5 |
KOCH INDUSTRIES INC | 5 | 5 | 0.06% | 0.15% | 0.25% | Q1 2017 | Q1 2018 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2016 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.08% | 1.03% | 3.18% | Q2 2015 | Q4 2022 | 5 |
Heritage Way Advisors, LLC | 5 | 5 | 0.90% | 0.94% | 0.99% | Q4 2020 | Q4 2021 | 5 |
Great Diamond Partners, LLC | 4 | 1 | 0.02% | 0.19% | 0.29% | Q4 2019 | Q2 2023 | 5 |
Ariose Capital Management Ltd | 2 | 1 | 1.75% | 9.82% | 22.00% | Q4 2019 | Q4 2022 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.00% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 5 |
Virtus ETF Advisers LLC | 2 | 1 | 0.01% | 0.15% | 0.44% | Q4 2017 | Q2 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Single Point Partners, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Safeguard Financial, LLC | 5 | 5 | 0.21% | 0.33% | 0.50% | Q3 2022 | Q3 2023 | 5 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q3 2019 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.43% | 0.45% | 0.49% | Q4 2015 | Q4 2016 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q3 2019 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.01% | 0.28% | 0.45% | Q1 2021 | Q1 2022 | 5 |
NORTHPOINTE CAPITAL LLC | 5 | 5 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q2 2014 | 5 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q2 2022 | 5 |
Quantamental Technologies LLC | 4 | 1 | 0.17% | 0.84% | 1.84% | Q1 2019 | Q4 2020 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.00% | 0.15% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Broadleaf Partners, LLC | 5 | 5 | 0.14% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Mystic Asset Management, Inc. | 4 | 1 | 0.01% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 5 |
Aquila Investment Management LLC | 5 | 5 | 1.12% | 1.31% | 1.52% | Q3 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.07% | 0.24% | Q2 2021 | Q2 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 2 | 0.14% | 0.83% | 1.39% | Q4 2018 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.00% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 5 |
ALTFEST L J & CO INC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 5 |
Stratos Investment Management, LLC | 5 | 5 | 0.21% | 0.26% | 0.31% | Q3 2022 | Q3 2023 | 5 |
JFB Holdings Corp | 5 | 5 | 1.37% | 2.47% | 3.23% | Q2 2013 | Q2 2014 | 5 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.25% | 0.40% | Q2 2013 | Q4 2015 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.03% | 0.06% | 0.15% | Q3 2019 | Q3 2021 | 5 |
Spark Investment Management LLC | 4 | 1 | 0.13% | 0.32% | 0.54% | Q4 2013 | Q4 2019 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
CLEARFIELD CAPITAL MANAGEMENT LP | 5 | 5 | 5.40% | 10.20% | 14.59% | Q3 2017 | Q3 2018 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.17% | 0.19% | 0.22% | Q2 2015 | Q2 2016 | 5 |
Westhampton Capital, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
William Allan Corp | 5 | 5 | 0.14% | 0.20% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.07% | 0.11% | 0.16% | Q1 2019 | Q2 2023 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.03% | 0.51% | 1.23% | Q3 2013 | Q1 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 5 | 5 | 1.48% | 1.89% | 2.46% | Q3 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 5 |
NewFocus Financial Group, LLC | 5 | 5 | 0.10% | 0.23% | 0.35% | Q4 2019 | Q4 2020 | 5 |
Golden State Equity Partners | 3 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 5 |
NEIRG Wealth Management, LLC | 5 | 5 | 0.40% | 0.50% | 0.57% | Q1 2022 | Q1 2023 | 5 |
Cerebellum GP, LLC | 2 | 1 | 0.15% | 0.26% | 0.29% | Q2 2018 | Q3 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.17% | 0.23% | 0.45% | Q1 2016 | Q1 2017 | 5 |
Lighthouse Financial Advisors, Inc. | 5 | 5 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q4 2020 | 5 |
HBW ADVISORY SERVICES LLC | 3 | 2 | 0.09% | 0.22% | 0.36% | Q4 2019 | Q4 2021 | 5 |
DREMAN VALUE MANAGEMENT, L L C | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Price Capital Management, Inc. | 2 | 1 | 0.02% | 0.58% | 1.01% | Q1 2015 | Q4 2019 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.10% | 0.20% | 0.54% | Q2 2020 | Q3 2021 | 5 |
X-Square Capital, LLC | 3 | 1 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q4 2022 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.27% | 0.97% | Q3 2020 | Q4 2022 | 5 |
Ninety One SA (PTY) Ltd | 5 | 5 | 0.42% | 0.52% | 0.79% | Q3 2020 | Q3 2021 | 5 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.36% | 1.85% | 3.33% | Q1 2019 | Q4 2021 | 5 |
Soapstone Management L.P. | 5 | 5 | 2.62% | 4.93% | 6.12% | Q4 2020 | Q4 2021 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q1 2017 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.08% | 0.16% | 0.28% | Q4 2020 | Q4 2021 | 5 |
PACIFIC SUN FINANCIAL CORP | 4 | 1 | 0.12% | 0.16% | 0.19% | Q1 2022 | Q2 2023 | 5 |
Ironvine Capital Partners, LLC | 5 | 5 | 0.74% | 0.83% | 0.98% | Q4 2017 | Q4 2018 | 5 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 5 |
6 Meridian | 4 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.13% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.07% | 0.15% | 0.23% | Q4 2019 | Q2 2020 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q1 2017 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.14% | 0.44% | Q1 2017 | Q1 2021 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.06% | 0.13% | 0.26% | Q1 2014 | Q1 2017 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.55% | 0.63% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.22% | 0.54% | 0.90% | Q2 2021 | Q3 2023 | 5 |
James Hambro & Partners | 5 | 5 | 1.02% | 1.13% | 1.28% | Q3 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
Neuberger Berman Canada ULC | 4 | 1 | 0.06% | 0.16% | 0.47% | Q2 2013 | Q3 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 5 |
New England Private Wealth Advisors LLC | 3 | 2 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2019 | 5 |
Sompo Asset Management Co., Ltd. | 5 | 5 | 0.49% | 0.80% | 1.01% | Q1 2017 | Q1 2018 | 5 |
HBK INVESTMENTS L P | 4 | 1 | 0.01% | 0.08% | 0.18% | Q1 2016 | Q3 2018 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Man Investments Ltd | 5 | 5 | 0.11% | 0.21% | 0.28% | Q2 2013 | Q2 2014 | 5 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 5 | 5 | 0.62% | 1.56% | 2.11% | Q2 2013 | Q2 2014 | 5 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.20% | 0.22% | 0.26% | Q4 2019 | Q3 2023 | 4 |
Fullerton Fund Management Co Ltd. | 4 | 4 | 1.31% | 2.50% | 3.34% | Q2 2022 | Q1 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.53% | 0.62% | 0.72% | Q4 2022 | Q3 2023 | 4 |
FORTALEZA ASSET MANAGEMENT INC/ | 4 | 4 | 1.03% | 1.06% | 1.12% | Q4 2016 | Q3 2017 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.13% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 2 | 1 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q2 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 1.74% | 1.98% | 2.49% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.12% | Q4 2022 | Q3 2023 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 1 | 0.17% | 0.38% | 0.59% | Q1 2014 | Q3 2015 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.06% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.15% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q4 2023 | 4 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MONTAGE INVESTMENTS, LLC | 4 | 4 | 0.26% | 0.43% | 0.82% | Q4 2015 | Q3 2016 | 4 |
Wescott Financial Advisory Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Cooperatieve Rabobank U.A. | 4 | 4 | 0.19% | 0.37% | 0.49% | Q2 2013 | Q1 2014 | 4 |
STANSBERRY ASSET MANAGEMENT, LLC | 4 | 4 | 0.89% | 0.95% | 1.04% | Q1 2021 | Q4 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.04% | 1.14% | 1.36% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 4 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2023 | 4 |
Liberty Capital Management, Inc. | 4 | 4 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Bain Capital Public Equity Management II, LLC | 4 | 4 | 0.16% | 7.41% | 23.86% | Q4 2018 | Q3 2019 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 1 | 0.09% | 0.16% | 0.20% | Q4 2016 | Q3 2023 | 4 |
361 CAPITAL LLC | 3 | 1 | 0.15% | 0.66% | 1.16% | Q4 2015 | Q1 2020 | 4 |
AdvisorShares Investments LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Airain ltd | 3 | 1 | 0.08% | 0.18% | 0.34% | Q4 2015 | Q2 2017 | 4 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 1 | 0.21% | 0.42% | 0.90% | Q4 2016 | Q2 2020 | 4 |
River Wealth Advisors LLC | 3 | 1 | 0.00% | 0.07% | 0.10% | Q4 2018 | Q1 2021 | 4 |
Watson Rebecca | 4 | 4 | 0.23% | 0.25% | 0.30% | Q4 2019 | Q3 2020 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.01% | 1.06% | 1.10% | Q1 2017 | Q4 2017 | 4 |
Montecito Bank & Trust | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2016 | Q1 2017 | 4 |
Altus Wealth Group LLC | 3 | 1 | 0.11% | 0.14% | 0.19% | Q4 2020 | Q2 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.29% | 0.33% | 0.43% | Q1 2023 | Q4 2023 | 4 |
Cornerstone Wealth Group, LLC | 3 | 1 | 0.51% | 0.62% | 0.76% | Q3 2021 | Q3 2022 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q3 2019 | Q2 2020 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q4 2021 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 0.30% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Invst, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DIALECTIC CAPITAL MANAGEMENT, LP | 3 | 3 | 0.71% | 2.19% | 3.67% | Q4 2015 | Q2 2016 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
HILL ISLAND FINANCIAL LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 4 |
FIRSTMERIT BANK N A TRUSTEE | 4 | 4 | 0.05% | 0.19% | 0.31% | Q3 2015 | Q2 2016 | 4 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
HERITAGE INVESTORS MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GLENVIEW STATE BANK TRUST DEPT. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 4 |
MAIRS & POWER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Mudita Advisors LLP | 4 | 4 | 2.42% | 6.27% | 7.79% | Q4 2021 | Q3 2022 | 4 |
GO ETF SOLUTIONS LLP | 4 | 4 | 1.28% | 1.41% | 1.51% | Q4 2016 | Q3 2017 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.38% | 1.49% | Q3 2018 | Q2 2022 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.85% | 0.93% | 0.98% | Q2 2013 | Q1 2014 | 4 |
Parametrica Management Ltd | 1 | 1 | 0.19% | 0.32% | 0.64% | Q2 2017 | Q1 2021 | 4 |
Safeguard Investment Advisory Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.18% | Q4 2020 | Q2 2022 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Demars Financial Group, LLC | 4 | 4 | 0.51% | 0.56% | 0.64% | Q4 2019 | Q3 2020 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Pergamon Offshore Advisors, L.P. | 4 | 4 | 0.61% | 0.71% | 0.80% | Q4 2014 | Q3 2015 | 4 |
HighVista Strategies LLC | 3 | 1 | 0.06% | 0.31% | 0.87% | Q2 2017 | Q1 2019 | 4 |
CHILTON INVESTMENT CO INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 1 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.11% | 0.22% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.69% | 1.09% | 1.49% | Q1 2015 | Q4 2015 | 4 |
SCHOLTZ & COMPANY, LLC | 3 | 1 | 0.23% | 3.55% | 5.38% | Q1 2018 | Q1 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 1.61% | 2.33% | 2.81% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
COLUMBIA CAPITAL LLC | 4 | 4 | 0.18% | 1.18% | 2.51% | Q1 2014 | Q4 2014 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Li Winifred I | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.13% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.03% | 0.06% | 0.14% | Q3 2018 | Q2 2019 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cumberland Partners Ltd | 3 | 1 | 0.03% | 0.14% | 0.46% | Q1 2021 | Q1 2022 | 4 |
Linscomb & Williams, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 4 |
FORTE CAPITAL LLC /ADV | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q1 2014 | 4 |
CNA FINANCIAL CORP | 3 | 1 | 0.38% | 1.22% | 1.54% | Q2 2013 | Q3 2021 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.82% | 0.93% | 1.11% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q1 2016 | 4 |
CHEMICAL BANK | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q3 2015 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2017 | Q2 2018 | 4 |
Newman & Schimel, LLC | 4 | 4 | 0.40% | 0.69% | 0.80% | Q1 2022 | Q4 2022 | 4 |
Nachman Norwood & Parrott, Inc | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 4 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2019 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2023 | 4 |
McGowan Group Asset Management, Inc. | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MASON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.29% | 0.49% | 0.73% | Q1 2022 | Q4 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.35% | 0.41% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 0.25% | 0.30% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Holowesko Partners Ltd. | 4 | 4 | 2.72% | 3.31% | 3.95% | Q1 2021 | Q4 2021 | 4 |
NKCFO LLC | 4 | 4 | 1.90% | 2.06% | 2.21% | Q2 2019 | Q1 2020 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Strategic Equity Management | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q4 2022 | 4 |
Shorepoint Capital Partners LLC | 3 | 1 | 0.06% | 0.11% | 0.14% | Q2 2019 | Q4 2022 | 4 |
EHP Funds Inc. | 4 | 4 | 0.09% | 0.45% | 0.89% | Q1 2022 | Q4 2022 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.43% | 0.66% | 0.86% | Q4 2022 | Q3 2023 | 4 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.68% | 2.13% | Q2 2013 | Q1 2014 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.34% | 0.46% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q2 2022 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.26% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.22% | 0.39% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Jade Capital Advisors, LLC | 1 | 1 | 0.99% | 3.79% | 6.07% | Q1 2020 | Q3 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 1.11% | 1.26% | 1.45% | Q2 2020 | Q1 2021 | 4 |
Jacobus Wealth Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Banco Santander, S.A. | 2 | 1 | 0.10% | 0.15% | 0.22% | Q4 2017 | Q1 2020 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.08% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Haafor (Singapore) Pte. Ltd. | 3 | 1 | 0.32% | 0.50% | 0.67% | Q4 2019 | Q4 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.45% | 1.55% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.50% | 0.57% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Highland Private Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
FORT PITT CAPITAL GROUP, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
New Hampshire Trust | 4 | 4 | 0.50% | 0.55% | 0.66% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.68% | 0.79% | 1.03% | Q4 2022 | Q3 2023 | 4 |
BRIDGES INVESTMENT COUNSEL INC/ | 3 | 1 | 0.05% | 0.09% | 0.12% | Q1 2016 | Q4 2017 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Apexium Financial, LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
S.E.E.D. Planning Group LLC | 3 | 1 | 0.10% | 0.13% | 0.18% | Q4 2019 | Q3 2021 | 4 |
Summit Financial, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
WASHINGTON CAPITAL MANAGEMENT, INC | 4 | 4 | 0.13% | 0.25% | 0.34% | Q2 2013 | Q1 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.16% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Sage Capital Advisors,llc | 4 | 4 | 0.83% | 0.89% | 0.96% | Q4 2020 | Q3 2021 | 4 |
ICICI Prudential Asset Management Co Ltd | 4 | 4 | 0.16% | 1.64% | 2.71% | Q4 2020 | Q3 2021 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 1.23% | 1.51% | 1.81% | Q3 2019 | Q2 2020 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.02% | 0.38% | 0.77% | Q3 2022 | Q2 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WHITE PINE CAPITAL LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
FirstPurpose Wealth LLC | 4 | 4 | 0.79% | 0.95% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2021 | 4 |
FLC Capital Advisors | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q3 2019 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.11% | 0.16% | 0.18% | Q4 2014 | Q3 2015 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.07% | 0.30% | 0.55% | Q4 2020 | Q3 2023 | 4 |
Deane Retirement Strategies, Inc. | 4 | 4 | 0.00% | 0.95% | 1.39% | Q3 2019 | Q2 2020 | 4 |
BigSur Wealth Management LLC | 3 | 1 | 0.11% | 0.35% | 0.47% | Q3 2021 | Q1 2023 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2017 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2018 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Chiron Investment Management, LLC | 4 | 4 | 1.11% | 3.48% | 5.18% | Q1 2022 | Q4 2022 | 4 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2015 | Q3 2016 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.03% | 0.24% | 0.49% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ICC CAPITAL MANAGEMENT INC/ | 3 | 3 | 0.62% | 0.68% | 0.73% | Q3 2014 | Q1 2015 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 4.70% | 5.22% | 5.54% | Q2 2013 | Q4 2013 | 3 |
Lone Pine Capital | 3 | 3 | 1.72% | 2.54% | 3.20% | Q4 2015 | Q2 2016 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q4 2020 | 3 |
THOMAS WHITE INTERNATIONAL LTD | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.00% | 0.11% | 0.32% | Q3 2013 | Q4 2013 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.21% | 0.24% | 0.26% | Q2 2013 | Q4 2013 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 1 | 0.33% | 0.40% | 0.55% | Q4 2019 | Q4 2021 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.43% | 0.52% | 0.60% | Q4 2014 | Q2 2015 | 3 |
MRJ CAPITAL INC | 3 | 3 | 0.31% | 0.34% | 0.37% | Q2 2013 | Q4 2013 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 3 | 0.97% | 1.03% | 1.13% | Q2 2013 | Q4 2013 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.23% | 0.33% | 0.45% | Q3 2013 | Q3 2014 | 3 |
MILES CAPITAL, INC. | 2 | 1 | 0.18% | 0.42% | 0.78% | Q1 2016 | Q3 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 3 |
Laffer Tengler Investments, Inc. | 2 | 1 | 0.00% | 0.27% | 0.42% | Q2 2016 | Q4 2022 | 3 |
First Financial Bank - Trust Division | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q1 2016 | 3 |
Knoll Capital Management, LLC | 3 | 3 | 0.99% | 1.24% | 1.54% | Q1 2023 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 3 |
INSIGHT 2811, INC. | 2 | 1 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Patriot Wealth Management, Inc. | 3 | 3 | 0.76% | 0.99% | 1.24% | Q1 2017 | Q3 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2015 | Q3 2015 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Dorsey Wright & Associates | 2 | 1 | 0.80% | 1.22% | 2.02% | Q1 2016 | Q4 2022 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.29% | 0.71% | 1.54% | Q2 2015 | Q4 2018 | 3 |
Tradeworx Inc. | 2 | 1 | 0.20% | 0.33% | 0.51% | Q1 2013 | Q4 2013 | 3 |
Guinness Asset Management LTD | 3 | 3 | 0.62% | 1.01% | 1.35% | Q2 2013 | Q4 2013 | 3 |
Guinness Atkinson Asset Management Inc | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.18% | 0.26% | 0.39% | Q3 2018 | Q4 2021 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.17% | 0.22% | 0.29% | Q4 2022 | Q2 2023 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.18% | 0.18% | 0.20% | Q1 2020 | Q3 2020 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Lenox Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.47% | 0.53% | 0.57% | Q3 2019 | Q1 2020 | 3 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q2 2022 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Orinda Asset Management LLC | 3 | 3 | 0.14% | 0.21% | 0.27% | Q3 2014 | Q1 2015 | 3 |
Nelson Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.19% | 0.46% | 0.65% | Q2 2013 | Q4 2013 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Lyons Wealth Management, LLC. | 3 | 3 | 0.37% | 0.46% | 0.56% | Q2 2013 | Q4 2013 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Eos Management, L.P. | 3 | 3 | 0.85% | 1.09% | 1.34% | Q4 2022 | Q2 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2019 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.13% | 0.34% | Q1 2021 | Q2 2023 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.87% | 1.25% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Cunning Capital Partners, LP | 3 | 3 | 0.91% | 0.93% | 0.96% | Q1 2021 | Q3 2021 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2012 | Q2 2013 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Interval Partners, LP | 2 | 1 | 0.14% | 0.37% | 0.56% | Q2 2019 | Q1 2022 | 3 |
TIDE POINT CAPITAL MANAGEMENT, LP | 3 | 3 | 1.65% | 2.58% | 3.08% | Q2 2015 | Q4 2015 | 3 |
SECOR Capital Advisors, LP | 1 | 1 | 0.02% | 0.25% | 0.70% | Q4 2016 | Q2 2018 | 3 |
Somerset Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Boussard & Gavaudan Asset Management LP | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2013 | Q2 2014 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q4 2022 | 3 |
Majedie Asset Management Ltd | 3 | 3 | 0.92% | 1.59% | 2.47% | Q3 2014 | Q1 2015 | 3 |
Wakefield Asset Management LLLP | 2 | 1 | 0.53% | 0.98% | 1.34% | Q4 2018 | Q1 2020 | 3 |
FCF Advisors LLC | 2 | 1 | 0.97% | 1.02% | 1.06% | Q2 2015 | Q3 2017 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q1 2020 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 3 |
FolioMetrix LLC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q4 2014 | Q2 2015 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Intersect Capital LLC | 3 | 3 | 0.07% | 0.19% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Lavaca Capital LLC | 2 | 1 | 0.06% | 0.10% | 0.18% | Q4 2018 | Q2 2020 | 3 |
TradeLink Capital LLC | 3 | 3 | 0.39% | 0.75% | 0.99% | Q1 2015 | Q3 2015 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.02% | 0.14% | 0.21% | Q1 2018 | Q1 2020 | 3 |
Deimos Asset Management LLC | 3 | 3 | 0.27% | 0.40% | 0.57% | Q4 2015 | Q2 2016 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KHP Capital, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.11% | 0.29% | 0.39% | Q3 2017 | Q1 2018 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.03% | 0.07% | 0.15% | Q1 2020 | Q2 2022 | 3 |
Pinz Capital Management, LP | 2 | 1 | 0.02% | 0.08% | 0.18% | Q4 2019 | Q1 2021 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.18% | 0.21% | 0.23% | Q4 2017 | Q1 2019 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.81% | 0.84% | 0.91% | Q2 2018 | Q4 2018 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.01% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.12% | 0.25% | 0.40% | Q3 2022 | Q1 2023 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.02% | 0.34% | 0.51% | Q1 2020 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q3 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.21% | 0.25% | 0.27% | Q1 2021 | Q4 2021 | 3 |
McCollum Christoferson Group LLC | 3 | 3 | 1.72% | 1.78% | 1.82% | Q1 2023 | Q3 2023 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.00% | 0.42% | 0.82% | Q1 2019 | Q2 2021 | 3 |
Strategic Family Wealth Counselors, L.L.C. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q4 2020 | 3 |
FIDUCIENT ADVISORS LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q2 2018 | 3 |
Congress Park Capital LLC | 3 | 3 | 0.16% | 0.30% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Alphinity Investment Management Pty Ltd | 2 | 1 | 4.27% | 4.47% | 4.75% | Q4 2017 | Q3 2018 | 3 |
MANA Advisors LLC | 2 | 1 | 0.77% | 1.60% | 2.52% | Q1 2019 | Q3 2020 | 3 |
SWS Partners | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 3 |
Arnhold LLC | 3 | 3 | 1.02% | 1.10% | 1.15% | Q4 2018 | Q2 2019 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.02% | 0.37% | 0.69% | Q2 2021 | Q1 2022 | 3 |
Altium Wealth Management LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q2 2022 | 3 |
Blue Chip Wealth Management, Inc. | 3 | 3 | 0.26% | 0.27% | 0.29% | Q1 2018 | Q3 2018 | 3 |
Landmark Bank | 3 | 3 | 0.05% | 0.11% | 0.15% | Q2 2019 | Q4 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
B&D White Capital Company, LLC | 2 | 1 | 0.04% | 0.52% | 0.83% | Q4 2020 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.11% | 0.31% | Q4 2018 | Q2 2021 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q4 2022 | 3 |
Meridian Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q3 2020 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q3 2022 | Q1 2023 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.54% | 0.58% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
XML Financial, LLC | 3 | 3 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q2 2020 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
AXS Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MADISON WEALTH MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.05% | 0.11% | 0.21% | Q4 2019 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Hemington Wealth Management | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Golden Green, Inc. | 3 | 3 | 0.30% | 0.38% | 0.42% | Q1 2021 | Q3 2021 | 3 |
TKG Advisors, LLC | 3 | 3 | 1.14% | 1.71% | 2.02% | Q2 2022 | Q4 2022 | 3 |
Oakwell Private Wealth Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q2 2021 | 3 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.00% | 0.07% | 0.12% | Q1 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.01% | 0.15% | 0.23% | Q4 2020 | Q3 2022 | 3 |
Tacita Capital Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 3 | 0.94% | 1.46% | 1.90% | Q2 2022 | Q4 2022 | 3 |
Canvas Wealth Advisors, LLC | 3 | 3 | 0.36% | 0.42% | 0.48% | Q1 2021 | Q3 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.57% | 0.63% | 0.69% | Q4 2020 | Q2 2021 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Level Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.18% | 0.24% | 0.29% | Q3 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.36% | 0.69% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q4 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
1620 INVESTMENT ADVISORS, INC. | 2 | 1 | 0.45% | 0.64% | 1.02% | Q3 2022 | Q3 2023 | 3 |
Carson Advisory Inc. | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.33% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.19% | 0.25% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Cercano Management LLC | 3 | 3 | 1.13% | 1.41% | 1.69% | Q4 2022 | Q2 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
FSM Wealth Advisors, LLC | 2 | 1 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Retirement Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BEACON INVESTMENT ADVISORS LLC | 3 | 3 | 0.57% | 0.73% | 0.96% | Q4 2022 | Q2 2023 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.45% | 0.46% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.94% | 0.99% | 1.06% | Q1 2023 | Q3 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tillman Hartley LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 3.92% | 4.13% | 4.23% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 2.57% | 2.60% | 2.66% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.30% | 0.33% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 3 |
LOEWS CORP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DELPHI MANAGEMENT INC /MA/ | 3 | 3 | 1.07% | 1.14% | 1.21% | Q1 2021 | Q3 2021 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 0.22% | 0.28% | 0.34% | Q2 2020 | Q4 2020 | 3 |
TURNER INVESTMENTS LLC | 2 | 1 | 0.09% | 0.15% | 0.19% | Q3 2015 | Q2 2016 | 3 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 3 |
SHUFRO ROSE & CO LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q2 2018 | 3 |
HARDING LOEVNER LP | 3 | 3 | 0.66% | 0.68% | 0.69% | Q1 2023 | Q3 2023 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2015 | Q2 2016 | 3 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 3 | 3 | 0.19% | 0.25% | 0.33% | Q3 2014 | Q1 2015 | 3 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2017 | Q3 2017 | 3 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.16% | 0.23% | 0.30% | Q2 2016 | Q3 2016 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.46% | 0.47% | 0.48% | Q4 2014 | Q1 2015 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 2 |
One01 Capital, LP | 2 | 2 | 2.86% | 5.55% | 8.25% | Q4 2022 | Q1 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.08% | 0.14% | Q4 2014 | Q2 2015 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 4.89% | 4.90% | 4.91% | Q3 2022 | Q4 2022 | 2 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 3.10% | 3.39% | 3.68% | Q3 2022 | Q4 2022 | 2 |
Leucadia National | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 2 |
US Asset Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.14% | 0.24% | 0.34% | Q1 2023 | Q2 2023 | 2 |
Asio Capital, LLC | 2 | 2 | 0.60% | 0.64% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q4 2022 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q2 2021 | Q3 2021 | 2 |
Ocean Endowment Partners, LLC | 2 | 2 | 0.59% | 0.76% | 0.93% | Q4 2019 | Q1 2020 | 2 |
Emerald Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
FIRST NATIONAL BANK SIOUX FALLS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alan B Lancz & Associates, Inc. | 1 | 1 | 0.19% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
Delphia (USA) Inc. | 1 | 1 | 0.22% | 0.27% | 0.32% | Q4 2021 | Q2 2023 | 2 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2022 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 0.72% | 0.79% | 0.87% | Q3 2020 | Q4 2020 | 2 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.14% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TCWP LLC | 1 | 1 | 0.00% | 0.50% | 1.00% | Q1 2022 | Q3 2022 | 2 |
Paragon Advisors, LLC | 1 | 1 | 0.34% | 0.39% | 0.45% | Q1 2023 | Q3 2023 | 2 |
Americana Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 0.32% | 0.36% | 0.40% | Q3 2019 | Q4 2019 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q3 2022 | 2 |
DELTA FINANCIAL ADVISORS LLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Leap Investments LP | 1 | 1 | 0.12% | 0.35% | 0.59% | Q4 2019 | Q2 2020 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Corton Capital Inc. | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
CTC Capital Management, LLC | 1 | 1 | 1.30% | 1.50% | 1.69% | Q2 2022 | Q1 2023 | 2 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Invenomic Capital Management LP | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
ERn Financial, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q1 2019 | 2 |
BOWEN HANES & CO INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
TODD ASSET MANAGEMENT LLC | 2 | 2 | 0.31% | 0.34% | 0.36% | Q2 2015 | Q3 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CRA Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.75% | 0.76% | 0.78% | Q4 2018 | Q1 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q2 2023 | 2 |
RETIREMENT GUYS FORMULA LLC | 2 | 2 | 0.32% | 0.43% | 0.55% | Q1 2022 | Q2 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2013 | Q3 2013 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 2 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.17% | 0.24% | Q4 2018 | Q3 2019 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2021 | 2 |
Rice Partnership, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2019 | Q1 2020 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.76% | 0.83% | 0.90% | Q1 2018 | Q2 2018 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
SCP Investment, LP | 2 | 2 | 1.27% | 1.44% | 1.62% | Q4 2017 | Q1 2018 | 2 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q1 2019 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.58% | 0.59% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.66% | 1.02% | 1.38% | Q1 2019 | Q3 2019 | 2 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Monument Capital Management | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.64% | 1.65% | 1.66% | Q2 2023 | Q3 2023 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Diametric Capital, LP | 1 | 1 | 0.16% | 0.53% | 0.90% | Q2 2021 | Q2 2022 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Owen LaRue, LLC | 2 | 2 | 1.80% | 1.80% | 1.80% | Q4 2022 | Q1 2023 | 2 |
STAR Financial Bank | 2 | 2 | 0.49% | 0.61% | 0.73% | Q4 2022 | Q1 2023 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.13% | 0.24% | Q3 2019 | Q1 2022 | 2 |
Redwood Investment Management, LLC | 1 | 1 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q2 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MCIA Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q3 2017 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 2 | 1.16% | 1.86% | 2.56% | Q4 2017 | Q1 2018 | 2 |
Providence First Trust Co | 2 | 2 | 1.17% | 1.19% | 1.21% | Q2 2017 | Q3 2017 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.38% | 0.51% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
First County Bank /CT/ | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 1.45% | 1.51% | 1.57% | Q2 2023 | Q3 2023 | 2 |
Caption Management, LLC | 1 | 1 | 1.26% | 2.06% | 2.86% | Q1 2018 | Q4 2022 | 2 |
Disciplina Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Algebris (UK) Ltd | 2 | 2 | 0.16% | 0.21% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Summit Global Investments | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2020 | Q2 2020 | 2 |
Exchange Bank | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q1 2022 | 2 |
GQG Partners LLC | 2 | 2 | 0.14% | 0.65% | 1.16% | Q3 2022 | Q4 2022 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 2.21% | 2.27% | 2.33% | Q2 2020 | Q3 2020 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Jafra Capital Management LP | 2 | 2 | 0.45% | 0.92% | 1.39% | Q4 2017 | Q1 2018 | 2 |
NORTHERN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.19% | 0.33% | 0.47% | Q3 2018 | Q4 2018 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2016 | Q3 2016 | 2 |
Members Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Enlightenment Research, LLC | 2 | 2 | 0.11% | 0.34% | 0.58% | Q1 2019 | Q2 2019 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2023 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 2 |
Exane Asset Management | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 2 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.07% | 0.10% | 0.13% | Q3 2013 | Q1 2018 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.43% | 0.48% | 0.54% | Q4 2016 | Q1 2018 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2017 | Q4 2017 | 2 |
Signition LP | 1 | 1 | 0.44% | 0.56% | 0.68% | Q4 2017 | Q2 2018 | 2 |
Leverage Partners Absolute Return Fund SPC | 2 | 2 | 0.33% | 1.79% | 3.25% | Q3 2022 | Q4 2022 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.55% | 0.59% | 0.62% | Q2 2018 | Q3 2018 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.78% | 1.22% | 1.67% | Q1 2022 | Q2 2022 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.01% | 1.13% | 2.26% | Q1 2018 | Q1 2019 | 2 |
GFG Capital, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2023 | Q3 2023 | 2 |
True North Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.20% | 0.27% | 0.35% | Q2 2018 | Q3 2018 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.57% | 0.64% | 0.71% | Q2 2022 | Q3 2022 | 2 |
Achievement Holdings L.P. | 1 | 1 | 0.03% | 0.20% | 0.37% | Q4 2014 | Q2 2015 | 2 |
C WorldWide Group Holding A/S | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q4 2013 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2014 | Q4 2014 | 2 |
ARGUS INVESTORS' COUNSEL, INC. | 2 | 2 | 0.80% | 0.82% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.18% | 0.29% | 0.40% | Q3 2022 | Q4 2022 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Ronit Capital LLP | 2 | 2 | 0.24% | 0.28% | 0.31% | Q1 2021 | Q2 2021 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q1 2018 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 1.86% | 1.96% | 2.06% | Q3 2020 | Q4 2020 | 2 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.49% | 0.60% | 0.72% | Q3 2018 | Q1 2019 | 2 |
Trust Investment Advisors | 2 | 2 | 0.24% | 0.26% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Egerton Capital (UK) LLP | 2 | 2 | 1.16% | 1.31% | 1.46% | Q1 2016 | Q2 2016 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.13% | 0.18% | 0.23% | Q1 2014 | Q2 2014 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.56% | 2.24% | 2.91% | Q2 2019 | Q3 2019 | 2 |
Alpha Family Trust | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q1 2023 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.45% | 0.75% | 1.04% | Q4 2017 | Q1 2018 | 2 |
Thomasville National Bank | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.84% | 0.84% | 0.84% | Q2 2014 | Q3 2014 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 1.44% | 5.25% | 9.06% | Q4 2015 | Q2 2017 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.08% | 0.14% | 0.21% | Q3 2013 | Q1 2018 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 2 |
Archipel Asset Management AB | 2 | 2 | 0.62% | 1.55% | 2.49% | Q2 2014 | Q3 2014 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 1.12% | 1.21% | 1.30% | Q4 2022 | Q1 2023 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Vantage Investment Partners, LLC | 2 | 2 | 0.53% | 1.13% | 1.74% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2014 | Q3 2014 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 2 |
Espalier Global Management LLC | 2 | 2 | 0.33% | 0.47% | 0.60% | Q4 2015 | Q1 2016 | 2 |
FDO Partners, LLC | 1 | 1 | 0.18% | 0.32% | 0.46% | Q4 2015 | Q2 2017 | 2 |
BBVA USA | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
HERMES INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Financial Advantage, Inc. | 2 | 2 | 3.11% | 3.27% | 3.43% | Q2 2013 | Q3 2013 | 2 |
Soroban Capital Partners LP | 2 | 2 | 3.73% | 6.09% | 8.44% | Q1 2020 | Q2 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.10% | 0.37% | 0.64% | Q3 2022 | Q4 2022 | 2 |
Main Street Research LLC | 2 | 2 | 1.72% | 1.84% | 1.96% | Q2 2020 | Q3 2020 | 2 |
Orbitronix, LP | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2014 | Q4 2014 | 2 |
SeaTown Holdings Pte. Ltd. | 2 | 2 | 2.68% | 3.32% | 3.96% | Q2 2019 | Q3 2019 | 2 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.02% | 0.28% | 0.54% | Q2 2019 | Q4 2022 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Decatur Capital Management, Inc. | 2 | 2 | 1.38% | 1.66% | 1.95% | Q1 2014 | Q2 2014 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.15% | 0.22% | 0.30% | Q3 2013 | Q4 2013 | 2 |
Chanos & Co LP | 1 | 1 | 0.08% | 0.65% | 1.22% | Q2 2016 | Q2 2016 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.31% | 0.35% | 0.39% | Q3 2013 | Q4 2014 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.21% | 0.44% | 0.68% | Q2 2019 | Q3 2019 | 2 |
GLG INC. | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.58% | 0.80% | 1.02% | Q2 2022 | Q3 2022 | 2 |
LaFleur & Godfrey LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 2 |
Maryland Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2016 | Q2 2016 | 2 |
Passport Capital, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2016 | Q3 2016 | 2 |
Ironwood Investment Counsel, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
BANK HAPOALIM BM | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q1 2023 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.14% | 0.18% | 0.21% | Q3 2019 | Q1 2020 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q2 2023 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2022 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q1 2023 | 2 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.50% | 1.00% | Q1 2015 | Q3 2023 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2021 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.23% | 0.24% | 0.26% | Q4 2015 | Q1 2017 | 2 |
JANA PARTNERS LLC | 2 | 2 | 2.24% | 2.81% | 3.39% | Q4 2017 | Q1 2018 | 2 |
WOODSTOCK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 2 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2020 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q1 2022 | Q2 2022 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
IVC Wealth Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q4 2021 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.37% | 0.37% | 0.38% | Q2 2022 | Q3 2022 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.15% | 0.19% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q1 2022 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 2 |
CastleKnight Management LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.10% | 0.63% | 1.16% | Q3 2022 | Q2 2023 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.30% | 0.44% | 0.59% | Q2 2021 | Q1 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.20% | 0.29% | Q4 2021 | Q2 2022 | 2 |
CHANNEL WEALTH LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BARR E S & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
F/M Investments LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2022 | Q4 2022 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
swisspartners Ltd. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2020 | Q4 2020 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ArchPoint Investors | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2018 | Q1 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
WMS Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2019 | Q3 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Private Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
APPLETON GROUP, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
United Community Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centaur Capital | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2018 | Q1 2018 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2016 | Q4 2016 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
DELTA LLOYD NV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Highwater Wealth Management, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2019 | Q3 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Arctis Global LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Glenview Capital Management | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2013 | Q4 2013 | 1 |
Sanoor Capital Management LP | 1 | 1 | 6.45% | 6.45% | 6.45% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ACUITY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Tenere Capital LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2022 | Q3 2022 | 1 |
Ensemble Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Tamarack Advisers, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2016 | Q4 2016 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tairen Capital Ltd | 1 | 1 | 2.89% | 2.89% | 2.89% | Q4 2022 | Q4 2022 | 1 |
TCI Fund Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2022 | Q3 2022 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2014 | Q4 2014 | 1 |
Pluribus Labs, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2022 | Q2 2022 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2016 | Q2 2016 | 1 |
Tech Square Trading LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2019 | Q1 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2018 | Q3 2018 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMS Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2014 | Q2 2014 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2018 | Q2 2018 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
JABODON PT CO | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2020 | Q2 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
One Day In July LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2021 | Q1 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2018 | Q3 2018 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Goepper Burkhardt LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Salvus Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Cartenna Capital, LP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2022 | Q3 2022 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2015 | Q1 2015 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Scoria Capital Partners LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q1 2015 | Q1 2015 | 1 |
Five Oceans Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
AM Squared Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2022 | Q3 2022 | 1 |
White Pine Investment CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Heirloom Wealth Management | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BROGAN FINANCIAL, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2013 | Q2 2013 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COMPASS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2020 | Q4 2020 | 1 |
CINQUE PARTNERS LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2013 | Q2 2013 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2018 | Q4 2018 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALLEGHANY CORP /DE | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2019 | Q4 2019 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
JSF Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Bank of Marin | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2015 | Q4 2015 | 1 |
Financial Designs Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2022 | Q2 2022 | 1 |
Phraction Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Bay Rivers Group | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Red Spruce Capital, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2023 | Q4 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2014 | Q4 2014 | 1 |
Olympiad Research LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Insight Inv LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Woodline Partners LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Value Star Asset Management (Hong Kong) Ltd | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2022 | Q4 2022 | 1 |
Pensionfund DSM Netherlands | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RDA Financial Network | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2013 | Q2 2013 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WINSLOW ASSET MANAGEMENT INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2013 | Q2 2013 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
HNP Capital LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
CLEARBRIDGE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Duquesne Family Office | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2015 | Q4 2015 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2016 | Q4 2016 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MMBG INVESTMENT ADVISORS CO. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sage Investment Advisers LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Blue Grotto Capital, LLC | 1 | 1 | 3.82% | 3.82% | 3.82% | Q1 2021 | Q1 2021 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2013 | Q3 2013 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Delta Investment Management, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2019 | Q3 2019 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Oak Thistle LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sepio Capital, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nokota Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
WESTERN FINANCIAL Corp | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ellenbecker Investment Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 6.15% | 6.15% | 6.15% | Q3 2022 | Q3 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Triumph Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 10.74% | 10.74% | 10.74% | Q4 2020 | Q4 2020 | 1 |
Jump Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2016 | Q2 2016 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2016 | Q2 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Falcon Wealth Planning | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Smart Money Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q1 2019 | Q1 2019 | 1 |
TFG Asset Management GP Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
FOUNDATION RESOURCE MANAGEMENT INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Centenus Global Management, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2018 | Q1 2018 | 1 |
River Street Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
QVR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2020 | Q3 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2016 | Q2 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ascension Asset Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Geneva Partners, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2022 | Q4 2022 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amia Capital LLP | 1 | 1 | 2.29% | 2.29% | 2.29% | Q2 2023 | Q2 2023 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2018 | Q1 2018 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NORTHROP GRUMMAN CORP or have owned NORTHROP GRUMMAN CORP in the past.