Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.19% | Q1 2012 | Q3 2023 | 133 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.42% | Q2 2013 | Q3 2023 | 123 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 123 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.08% | 0.52% | Q2 2013 | Q3 2023 | 121 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 116 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 113 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 108 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.31% | Q4 2014 | Q3 2023 | 107 |
CAPITAL FUND MANAGEMENT S.A. | 42 | 42 | 0.00% | 0.13% | 0.85% | Q2 2013 | Q3 2023 | 104 |
NOMURA HOLDINGS INC | 44 | 44 | 0.00% | 0.07% | 0.46% | Q4 2012 | Q3 2023 | 104 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 33 | 8 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 99 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.07% | 1.42% | Q2 2013 | Q3 2022 | 98 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.33% | Q1 2013 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.07% | 0.59% | Q4 2015 | Q3 2023 | 92 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.02% | 0.14% | Q1 2014 | Q3 2023 | 92 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 91 |
TWO SIGMA INVESTMENTS, LP | 37 | 1 | 0.00% | 0.12% | 0.92% | Q2 2013 | Q4 2022 | 88 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.10% | 0.50% | Q1 2012 | Q3 2023 | 87 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 87 |
Paloma Partners Management Co | 30 | 1 | 0.00% | 0.10% | 1.39% | Q2 2013 | Q3 2023 | 86 |
Twin Tree Management, LP | 20 | 1 | 0.00% | 0.05% | 0.39% | Q4 2012 | Q3 2023 | 84 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.38% | Q3 2013 | Q3 2023 | 83 |
WOLVERINE TRADING, LLC | 13 | 5 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 82 |
MILLENNIUM MANAGEMENT LLC | 26 | 2 | 0.00% | 0.08% | 0.51% | Q2 2013 | Q3 2023 | 79 |
HAP Trading, LLC | 21 | 1 | 0.00% | 0.09% | 0.85% | Q2 2013 | Q3 2023 | 75 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 72 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 69 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.04% | 0.76% | Q2 2013 | Q4 2022 | 64 |
Laurion Capital Management LP | 25 | 2 | 0.00% | 0.17% | 1.49% | Q1 2015 | Q3 2023 | 61 |
CSS LLC/IL | 24 | 2 | 0.00% | 0.10% | 0.58% | Q4 2013 | Q3 2022 | 61 |
TWO SIGMA SECURITIES, LLC | 14 | 3 | 0.00% | 0.10% | 0.39% | Q3 2016 | Q3 2023 | 59 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q2 2018 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.37% | 1.18% | Q1 2009 | Q3 2023 | 59 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 59 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.17% | 0.45% | Q2 2013 | Q3 2023 | 57 |
Verition Fund Management LLC | 12 | 5 | 0.00% | 0.16% | 1.89% | Q2 2013 | Q3 2023 | 55 |
GLENMEDE TRUST CO NA | 30 | 1 | 0.00% | 0.12% | 0.51% | Q1 2008 | Q3 2023 | 54 |
CLEAR STREET MARKETS LLC | 12 | 1 | 0.00% | 0.22% | 2.77% | Q2 2013 | Q2 2023 | 53 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.19% | Q3 2018 | Q3 2023 | 53 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 52 |
AMALGAMATED BANK | 52 | 52 | 0.02% | 0.27% | 0.85% | Q4 2010 | Q3 2023 | 52 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.09% | 0.44% | Q2 2013 | Q3 2023 | 52 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.15% | 0.34% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.23% | 0.62% | Q3 2011 | Q3 2023 | 49 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.12% | 0.75% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.20% | 0.45% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.15% | 0.40% | Q4 2011 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.11% | 0.35% | Q2 2014 | Q3 2023 | 48 |
Mirae Asset Global Investments Co., Ltd. | 42 | 5 | 0.00% | 0.04% | 0.22% | Q2 2011 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.09% | 0.55% | Q1 2012 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.11% | 0.51% | Q2 2013 | Q3 2023 | 46 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.06% | 0.27% | Q1 2013 | Q3 2023 | 46 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 46 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.10% | 0.34% | Q4 2013 | Q1 2018 | 45 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.06% | 0.15% | Q4 2012 | Q2 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.13% | 0.62% | Q4 2012 | Q3 2023 | 44 |
SIGNATUREFD, LLC | 41 | 41 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.01% | 0.43% | 1.22% | Q4 2012 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.18% | 0.38% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.12% | 0.47% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.19% | 0.45% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.09% | 0.52% | Q1 2013 | Q3 2023 | 43 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.84% | 3.00% | Q1 2013 | Q3 2023 | 43 |
Raymond James Financial Services Advisors, Inc. | 37 | 4 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 43 |
Squarepoint Ops LLC | 23 | 1 | 0.00% | 0.09% | 0.53% | Q4 2014 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.17% | 0.51% | Q2 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.13% | 0.54% | Q2 2013 | Q1 2017 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.07% | 0.26% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.19% | 0.41% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.04% | 0.13% | Q1 2013 | Q3 2023 | 43 |
CREDIT AGRICOLE S A | 20 | 2 | 0.00% | 0.13% | 0.50% | Q2 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 1 | 0.00% | 0.23% | 0.55% | Q3 2011 | Q3 2023 | 43 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 0.06% | 0.41% | 1.27% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.01% | 0.16% | 0.62% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.37% | 1.86% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.32% | 0.65% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.04% | 0.26% | 0.51% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.23% | 0.86% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.07% | 0.71% | 1.60% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.06% | 0.77% | 1.65% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.24% | 1.00% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.19% | 0.62% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.01% | 1.33% | 4.42% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.12% | 0.60% | Q2 2013 | Q4 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.21% | 0.58% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 30 | 12 | 0.00% | 0.05% | 0.28% | Q1 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.02% | 0.20% | 0.64% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.25% | 0.63% | Q2 2013 | Q3 2023 | 42 |
ADAMS NATURAL RESOURCES FUND, INC. | 42 | 42 | 0.94% | 3.16% | 4.60% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.02% | 0.18% | 0.49% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Adams Asset Advisors, LLC | 42 | 42 | 14.42% | 42.81% | 61.26% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.18% | 0.44% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.19% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.18% | 0.49% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.31% | 1.00% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.25% | 0.66% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.00% | 0.24% | 0.53% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.20% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.25% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.20% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.30% | 1.18% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Point72 Asset Management, L.P. | 10 | 2 | 0.00% | 0.28% | 1.47% | Q2 2014 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.09% | 1.08% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.04% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.02% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.31% | 0.85% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.20% | 0.53% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.18% | 0.52% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.20% | 0.53% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.07% | 0.42% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.04% | 0.44% | 1.17% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Nikko Asset Management Americas, Inc. | 42 | 42 | 0.01% | 0.69% | 1.89% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.45% | 1.65% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.22% | 1.05% | 1.71% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.18% | 0.61% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.00% | 0.29% | 1.09% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.32% | 0.74% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.23% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.16% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.12% | 0.50% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.03% | 0.21% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.19% | 0.34% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.25% | 0.76% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.18% | 0.41% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.08% | 0.45% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.22% | 1.27% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 42 |
HEADINVEST, LLC | 42 | 42 | 0.04% | 0.67% | 1.71% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.76% | 1.44% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.09% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.17% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.05% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.07% | 0.29% | Q3 2013 | Q3 2023 | 41 |
Caption Management, LLC | 18 | 1 | 0.00% | 0.29% | 1.67% | Q2 2018 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.00% | 0.76% | 1.71% | Q2 2013 | Q2 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 25 | 16 | 0.00% | 0.24% | 0.76% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 41 | 41 | 0.00% | 0.09% | 0.52% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.08% | 0.31% | Q3 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 30 | 11 | 0.00% | 0.20% | 0.43% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.03% | 0.22% | 0.51% | Q3 2013 | Q3 2023 | 41 |
Plante Moran Financial Advisors, LLC | 33 | 8 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.01% | 0.19% | 0.45% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.00% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 41 |
GAMCO INVESTORS, INC. ET AL | 35 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.19% | 0.51% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.50% | 1.35% | Q2 2013 | Q3 2023 | 41 |
Perigon Wealth Management, LLC | 40 | 1 | 0.10% | 3.11% | 11.84% | Q3 2011 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.18% | 1.16% | Q3 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 35 | 6 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.21% | 0.44% | Q1 2013 | Q3 2023 | 41 |
Dorsey & Whitney Trust CO LLC | 34 | 7 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 6 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems | 37 | 3 | 0.03% | 0.21% | 0.50% | Q3 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.06% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Mariner, LLC | 18 | 10 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.03% | 0.20% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.13% | 0.29% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.02% | 0.28% | 0.79% | Q4 2013 | Q3 2023 | 40 |
UMB Bank, n.a. | 32 | 8 | 0.00% | 0.23% | 0.82% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.25% | 1.04% | Q2 2013 | Q4 2022 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.12% | 0.73% | Q2 2013 | Q1 2023 | 40 |
MAI Capital Management | 28 | 12 | 0.00% | 0.33% | 1.19% | Q2 2013 | Q3 2023 | 40 |
CENTRAL BANK & TRUST CO | 34 | 6 | 0.00% | 0.20% | 0.95% | Q2 2013 | Q3 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 32 | 8 | 0.00% | 0.13% | 0.91% | Q2 2013 | Q3 2023 | 40 |
TOMPKINS FINANCIAL CORP | 32 | 8 | 0.00% | 0.25% | 0.68% | Q2 2013 | Q4 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 29 | 11 | 0.00% | 0.17% | 0.73% | Q2 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.01% | 0.17% | 1.07% | Q2 2013 | Q1 2023 | 40 |
Bollard Group LLC | 30 | 10 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 40 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.02% | 0.51% | Q4 2016 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.16% | 0.60% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.11% | 0.43% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.07% | 0.20% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.03% | 0.19% | 0.44% | Q1 2014 | Q3 2023 | 39 |
Meiji Yasuda Asset Management Co Ltd. | 27 | 1 | 0.01% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 39 |
OPTIMUM INVESTMENT ADVISORS | 26 | 6 | 0.00% | 0.08% | 0.33% | Q3 2013 | Q4 2023 | 39 |
Compagnie Lombard Odier SCmA | 39 | 39 | 0.00% | 0.13% | 0.46% | Q4 2013 | Q2 2023 | 39 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 11 | 0.00% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.02% | 0.19% | 0.51% | Q1 2014 | Q3 2023 | 39 |
Smithfield Trust Co | 34 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 39 |
FLOSSBACH VON STORCH AG | 38 | 38 | 0.01% | 0.29% | 1.58% | Q4 2010 | Q1 2020 | 38 |
CIBC WORLD MARKET INC. | 17 | 3 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 26 | 12 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 38 |
THOMPSON SIEGEL & WALMSLEY LLC | 27 | 2 | 0.00% | 0.11% | 0.62% | Q2 2013 | Q3 2023 | 38 |
Parkside Financial Bank & Trust | 33 | 2 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 38 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 11 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 38 |
BANK OF HAWAII | 30 | 1 | 0.01% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 38 |
E&G Advisors, LP | 27 | 11 | 0.06% | 0.54% | 1.62% | Q4 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.02% | 0.10% | 0.19% | Q2 2014 | Q3 2023 | 38 |
TUDOR INVESTMENT CORP ET AL | 13 | 1 | 0.00% | 0.06% | 0.36% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.48% | 1.51% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.26% | 0.53% | Q2 2013 | Q3 2022 | 38 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 11 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q4 2023 | 38 |
WEBSTER BANK, N. A. | 38 | 38 | 0.00% | 0.14% | 0.56% | Q2 2013 | Q3 2022 | 38 |
DUPONT CAPITAL MANAGEMENT CORP | 16 | 1 | 0.01% | 0.36% | 0.94% | Q2 2013 | Q3 2023 | 38 |
Syntal Capital Partners, LLC | 28 | 9 | 0.02% | 0.37% | 0.84% | Q2 2014 | Q3 2023 | 37 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.05% | 0.24% | Q1 2013 | Q2 2023 | 37 |
CWM, LLC | 27 | 2 | 0.00% | 0.53% | 1.77% | Q3 2013 | Q3 2023 | 37 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 30 | 1 | 0.16% | 1.21% | 2.59% | Q2 2013 | Q3 2023 | 37 |
EVERETT HARRIS & CO /CA/ | 27 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.11% | 0.67% | Q3 2014 | Q3 2023 | 37 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 26 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 37 |
GATEWAY INVESTMENT ADVISERS LLC | 27 | 10 | 0.03% | 0.37% | 0.74% | Q2 2013 | Q3 2023 | 37 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27 | 10 | 0.06% | 0.28% | 0.70% | Q2 2013 | Q3 2023 | 37 |
FIDUCIARY TRUST CO | 30 | 7 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 37 |
OLD NATIONAL BANCORP /IN/ | 30 | 7 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 37 |
Avior Wealth Management, LLC | 36 | 1 | 0.00% | 0.08% | 0.36% | Q1 2014 | Q3 2023 | 37 |
BROWN ADVISORY INC | 28 | 1 | 0.00% | 0.25% | 0.60% | Q2 2013 | Q3 2023 | 37 |
SHELTON CAPITAL MANAGEMENT | 30 | 7 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 37 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.07% | 0.38% | Q4 2013 | Q3 2023 | 37 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.01% | 0.23% | 0.72% | Q1 2009 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.02% | 0.20% | 0.54% | Q2 2013 | Q2 2022 | 37 |
National Pension Service | 37 | 37 | 0.03% | 0.20% | 0.42% | Q3 2014 | Q3 2023 | 37 |
IBM Retirement Fund | 36 | 36 | 0.02% | 0.22% | 0.43% | Q2 2013 | Q1 2022 | 36 |
Supplemental Annuity Collective Trust of NJ | 25 | 11 | 0.07% | 0.28% | 0.59% | Q1 2014 | Q3 2023 | 36 |
XR Securities LLC | 15 | 1 | 0.00% | 0.08% | 0.62% | Q2 2018 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q1 2022 | 36 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.00% | 0.26% | 0.89% | Q4 2012 | Q1 2021 | 36 |
Personal Capital Advisors Corp | 36 | 36 | 0.00% | 0.31% | 0.82% | Q4 2013 | Q3 2022 | 36 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q2 2021 | 36 |
MACKENZIE FINANCIAL CORP | 28 | 8 | 0.00% | 0.24% | 0.64% | Q2 2013 | Q3 2023 | 36 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.00% | 0.06% | 0.21% | Q4 2015 | Q3 2023 | 36 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.22% | 0.43% | 0.98% | Q4 2014 | Q3 2023 | 36 |
Employees Retirement System of Texas | 25 | 3 | 0.01% | 0.23% | 0.69% | Q2 2013 | Q4 2022 | 36 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 13 | 3 | 0.00% | 0.06% | 0.67% | Q2 2013 | Q4 2017 | 36 |
GOFEN & GLOSSBERG LLC /IL/ | 28 | 8 | 0.01% | 0.53% | 1.03% | Q2 2013 | Q4 2022 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2022 | 36 |
INTRUST BANK NA | 27 | 2 | 0.03% | 0.24% | 0.63% | Q2 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.14% | 0.63% | Q4 2014 | Q3 2023 | 36 |
GODSEY & GIBB, INC | 30 | 1 | 0.00% | 1.31% | 2.16% | Q2 2013 | Q3 2023 | 36 |
Bridgewater Associates | 28 | 1 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.13% | 0.39% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Manchester Capital Management LLC | 33 | 3 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q4 2022 | 36 |
Clear Harbor Asset Management, LLC | 27 | 1 | 0.01% | 0.22% | 0.99% | Q2 2013 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q4 2021 | 35 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 35 |
SEGALL BRYANT & HAMILL, LLC | 28 | 7 | 0.00% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 35 |
HM PAYSON & CO | 18 | 17 | 0.00% | 0.20% | 0.80% | Q3 2014 | Q3 2023 | 35 |
Savant Capital, LLC | 25 | 10 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 34 | 1 | 0.01% | 0.14% | 0.40% | Q2 2013 | Q1 2022 | 35 |
DUNCKER STREETT & CO INC | 25 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.01% | 0.71% | 1.67% | Q2 2013 | Q4 2021 | 35 |
CoreCommodity Management, LLC | 16 | 1 | 0.02% | 0.59% | 1.89% | Q3 2013 | Q3 2023 | 35 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 31 | 4 | 0.00% | 0.22% | 0.48% | Q2 2013 | Q1 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.06% | 0.29% | 0.77% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.19% | 0.93% | Q1 2015 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Koshinski Asset Management, Inc. | 33 | 2 | 0.08% | 0.34% | 1.27% | Q4 2014 | Q3 2023 | 35 |
PUTNAM INVESTMENTS LLC | 30 | 5 | 0.00% | 0.09% | 0.45% | Q2 2013 | Q1 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q4 2021 | 35 |
STEPHENS INC /AR/ | 28 | 6 | 0.01% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 34 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 6 | 0.01% | 0.39% | 0.68% | Q2 2013 | Q3 2023 | 34 |
FAYEZ SAROFIM & CO | 26 | 1 | 0.00% | 0.57% | 1.57% | Q2 2013 | Q3 2023 | 34 |
HOWE & RUSLING INC | 34 | 34 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.20% | 0.34% | Q2 2013 | Q3 2021 | 34 |
PATTEN & PATTEN INC/TN | 30 | 4 | 0.01% | 0.30% | 0.86% | Q2 2013 | Q4 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
North Star Investment Management Corp. | 21 | 4 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 34 |
Coastline Trust Co | 28 | 6 | 0.05% | 0.63% | 1.42% | Q2 2013 | Q3 2023 | 34 |
1832 Asset Management L.P. | 26 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 34 |
GRIMES & COMPANY, INC. | 27 | 7 | 0.01% | 0.63% | 2.05% | Q2 2013 | Q3 2023 | 34 |
Glassman Wealth Services | 32 | 2 | 0.00% | 0.05% | 0.16% | Q1 2015 | Q3 2023 | 34 |
PRUDENTIAL PLC | 26 | 1 | 0.00% | 0.68% | 2.57% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.11% | 0.33% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 34 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 28 | 6 | 0.01% | 0.23% | 0.46% | Q2 2013 | Q3 2023 | 34 |
Willis Investment Counsel | 34 | 34 | 0.10% | 1.04% | 1.98% | Q2 2013 | Q3 2021 | 34 |
SYNOVUS FINANCIAL CORP | 29 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 34 |
Epoch Investment Partners, Inc. | 27 | 7 | 0.15% | 1.42% | 2.38% | Q2 2013 | Q3 2023 | 34 |
Skylands Capital, LLC | 17 | 17 | 0.00% | 0.21% | 1.10% | Q2 2013 | Q3 2023 | 34 |
LEVIN CAPITAL STRATEGIES, L.P. | 30 | 1 | 0.03% | 2.64% | 4.76% | Q2 2013 | Q2 2023 | 33 |
PineBridge Investments, L.P. | 23 | 3 | 0.00% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q4 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q2 2021 | 33 |
COHEN & STEERS, INC. | 27 | 6 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q2 2023 | 33 |
Atria Investments, Inc | 27 | 6 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2021 | 33 |
West Oak Capital, LLC | 26 | 7 | 0.00% | 0.49% | 0.85% | Q2 2013 | Q3 2023 | 33 |
BANQUE PICTET & CIE SA | 27 | 6 | 0.00% | 0.47% | 2.55% | Q4 2013 | Q1 2022 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.22% | 0.50% | Q2 2013 | Q3 2023 | 33 |
Tradewinds Capital Management, LLC | 26 | 7 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 33 |
OLD SECOND NATIONAL BANK OF AURORA | 29 | 4 | 0.00% | 0.69% | 1.76% | Q2 2013 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 21 | 12 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q1 2022 | 33 |
FineMark National Bank & Trust | 26 | 7 | 0.01% | 0.28% | 1.00% | Q2 2013 | Q3 2023 | 33 |
Psagot Value Holdings Ltd. | 33 | 33 | 0.00% | 0.12% | 0.28% | Q3 2013 | Q3 2021 | 33 |
ING GROEP NV | 12 | 1 | 0.00% | 0.22% | 0.89% | Q1 2013 | Q3 2023 | 33 |
NORGES BANK | 31 | 2 | 0.01% | 0.22% | 0.45% | Q2 2012 | Q3 2020 | 33 |
ADIRONDACK TRUST CO | 28 | 5 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 33 |
Brookstone Capital Management | 23 | 2 | 0.00% | 0.18% | 0.61% | Q1 2014 | Q3 2023 | 32 |
DAVENPORT & Co LLC | 27 | 5 | 0.00% | 0.48% | 1.00% | Q2 2013 | Q3 2023 | 32 |
Citizens Business Bank | 17 | 15 | 0.05% | 0.35% | 0.90% | Q4 2012 | Q2 2022 | 32 |
CIBC WORLD MARKETS CORP | 32 | 32 | 0.01% | 0.16% | 1.36% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.22% | 1.00% | Q2 2013 | Q1 2021 | 32 |
America First Investment Advisors, LLC | 28 | 4 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 32 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 30 | 2 | 0.00% | 0.15% | 0.28% | Q2 2015 | Q3 2023 | 32 |
NewSquare Capital LLC | 17 | 7 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 32 |
SouthState Corp | 15 | 1 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q3 2023 | 32 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 32 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q1 2021 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 2 | 0.01% | 0.14% | 0.56% | Q2 2013 | Q2 2023 | 32 |
South Dakota Investment Council | 28 | 4 | 0.01% | 0.26% | 0.71% | Q3 2014 | Q3 2023 | 32 |
BP PLC | 17 | 15 | 0.02% | 0.23% | 0.51% | Q2 2013 | Q2 2021 | 32 |
FIRST NATIONAL TRUST CO | 26 | 1 | 0.02% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 32 |
PRIVATE TRUST CO NA | 24 | 2 | 0.03% | 0.17% | 0.32% | Q1 2013 | Q3 2023 | 32 |
SUN LIFE FINANCIAL INC | 32 | 32 | 0.00% | 0.17% | 0.48% | Q2 2013 | Q1 2021 | 32 |
KINGS POINT CAPITAL MANAGEMENT | 27 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 32 |
HERITAGE INVESTORS MANAGEMENT CORP | 23 | 3 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q1 2023 | 32 |
HBK Sorce Advisory LLC | 16 | 5 | 0.01% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 32 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 14 | 1 | 0.02% | 0.24% | 0.64% | Q3 2006 | Q4 2019 | 31 |
EDGAR LOMAX CO/VA | 31 | 31 | 0.22% | 0.85% | 1.92% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 31 |
Kistler-Tiffany Companies, LLC | 21 | 2 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2023 | 31 |
SALEM INVESTMENT COUNSELORS INC | 9 | 2 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 31 |
Cowen Prime Services LLC | 31 | 31 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2020 | 31 |
Jump Trading, LLC | 9 | 1 | 0.00% | 0.10% | 0.71% | Q2 2013 | Q1 2019 | 31 |
BOURGEON CAPITAL MANAGEMENT LLC | 26 | 5 | 0.00% | 1.08% | 2.70% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.08% | 0.45% | Q1 2016 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q3 2023 | 31 |
USS Investment Management Ltd | 13 | 4 | 0.01% | 0.80% | 1.79% | Q4 2012 | Q3 2023 | 31 |
CI INVESTMENTS INC. | 16 | 4 | 0.01% | 0.37% | 4.47% | Q2 2013 | Q3 2023 | 31 |
SCOTIA CAPITAL INC. | 11 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 31 |
Checchi Capital Advisers, LLC | 24 | 7 | 0.02% | 0.08% | 0.22% | Q4 2013 | Q3 2023 | 31 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 31 | 31 | 0.01% | 0.26% | 0.44% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.25% | 0.65% | Q2 2013 | Q4 2020 | 31 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 31 | 31 | 0.08% | 0.75% | 2.22% | Q3 2014 | Q1 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q4 2020 | 31 |
ALPS ADVISORS INC | 16 | 4 | 0.00% | 0.16% | 0.40% | Q2 2013 | Q4 2022 | 31 |
B. Riley Wealth Advisors, Inc. | 23 | 1 | 0.01% | 0.10% | 0.21% | Q2 2014 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.01% | 0.33% | 1.22% | Q4 2013 | Q3 2023 | 31 |
WASHINGTON TRUST BANK | 24 | 7 | 0.04% | 0.09% | 0.16% | Q1 2014 | Q3 2023 | 31 |
REGENTATLANTIC CAPITAL LLC | 24 | 7 | 0.01% | 0.10% | 0.34% | Q2 2013 | Q3 2022 | 31 |
Horrell Capital Management, Inc. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
WINTON GROUP Ltd | 14 | 4 | 0.01% | 0.08% | 0.39% | Q2 2014 | Q3 2023 | 30 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 30 |
ZACKS INVESTMENT MANAGEMENT | 25 | 5 | 0.00% | 0.54% | 1.05% | Q2 2013 | Q1 2023 | 30 |
Bluefin Trading, LLC | 5 | 1 | 0.00% | 0.07% | 0.61% | Q2 2013 | Q2 2020 | 30 |
FINANCIAL COUNSELORS INC | 13 | 1 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q2 2023 | 30 |
Haverford Trust Co | 30 | 30 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 30 |
Estabrook Capital Management | 17 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
KEMPNER CAPITAL MANAGEMENT INC. | 30 | 30 | 0.58% | 1.93% | 4.03% | Q2 2013 | Q3 2020 | 30 |
Hudock, Inc. | 27 | 3 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2022 | 30 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 20 | 4 | 0.00% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 30 |
CITY HOLDING CO | 23 | 7 | 0.00% | 0.50% | 1.00% | Q4 2013 | Q3 2021 | 30 |
CAPITAL ADVISORS INC/OK | 23 | 7 | 0.01% | 0.54% | 1.83% | Q2 2013 | Q3 2023 | 30 |
MV CAPITAL MANAGEMENT, INC. | 20 | 10 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 30 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.13% | 0.59% | Q2 2013 | Q1 2023 | 30 |
MEEDER ASSET MANAGEMENT INC | 24 | 1 | 0.00% | 0.18% | 1.34% | Q2 2014 | Q1 2023 | 30 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 25 | 5 | 0.06% | 0.24% | 0.37% | Q2 2013 | Q3 2023 | 30 |
BRADLEY FOSTER & SARGENT INC/CT | 27 | 3 | 0.01% | 0.43% | 1.97% | Q2 2013 | Q3 2023 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.00% | 0.07% | 0.18% | Q2 2016 | Q3 2023 | 30 |
SECURITY NATIONAL TRUST CO | 30 | 30 | 0.00% | 0.15% | 0.30% | Q2 2013 | Q3 2020 | 30 |
BALDWIN BROTHERS LLC/MA | 25 | 5 | 0.00% | 0.28% | 0.92% | Q2 2013 | Q4 2023 | 30 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 30 | 30 | 0.53% | 0.78% | 1.31% | Q2 2016 | Q3 2023 | 30 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2020 | 30 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.04% | 0.53% | 0.91% | Q1 2013 | Q1 2020 | 29 |
Simplicity Solutions, LLC | 22 | 7 | 0.01% | 0.14% | 0.53% | Q2 2015 | Q3 2023 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 1 | 0.02% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 29 |
WESTWOOD HOLDINGS GROUP INC | 27 | 2 | 0.00% | 0.43% | 1.39% | Q2 2013 | Q4 2021 | 29 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 29 | 29 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q2 2022 | 29 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 29 |
TSP Capital Management Group, LLC | 29 | 29 | 0.09% | 0.65% | 0.98% | Q2 2013 | Q2 2020 | 29 |
ANCHOR CAPITAL ADVISORS LLC | 29 | 29 | 0.00% | 0.63% | 1.20% | Q2 2013 | Q2 2020 | 29 |
KLCM Advisors, Inc. | 19 | 3 | 0.04% | 0.60% | 3.20% | Q3 2013 | Q3 2023 | 29 |
FLIPPIN BRUCE & PORTER INC | 29 | 29 | 0.11% | 1.53% | 2.14% | Q2 2013 | Q2 2020 | 29 |
Waverton Investment Management Ltd | 29 | 29 | 0.06% | 0.41% | 1.02% | Q2 2013 | Q2 2020 | 29 |
LORD, ABBETT & CO. LLC | 27 | 1 | 0.04% | 0.37% | 1.20% | Q2 2013 | Q3 2022 | 29 |
Kovack Advisors, Inc. | 21 | 2 | 0.00% | 0.19% | 1.68% | Q2 2013 | Q3 2023 | 29 |
CHARTWELL INVESTMENT PARTNERS, LLC | 19 | 10 | 0.02% | 0.20% | 0.34% | Q2 2014 | Q4 2021 | 29 |
HYMAN CHARLES D | 15 | 14 | 0.01% | 0.16% | 0.31% | Q2 2013 | Q3 2020 | 29 |
CULLINAN ASSOCIATES INC | 19 | 1 | 0.01% | 0.29% | 0.61% | Q2 2013 | Q3 2023 | 29 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 29 | 29 | 0.00% | 1.57% | 2.44% | Q2 2013 | Q2 2020 | 29 |
CIBC Private Wealth Group, LLC | 25 | 1 | 0.00% | 0.06% | 0.27% | Q1 2014 | Q3 2023 | 29 |
ONTARIO TEACHERS PENSION PLAN BOARD | 29 | 29 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q2 2020 | 29 |
Hartford Financial Management Inc. | 22 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 29 |
Focused Wealth Management, Inc | 25 | 4 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q4 2020 | 29 |
EAGLE ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.41% | 0.80% | Q2 2013 | Q2 2020 | 29 |
NATIXIS | 14 | 3 | 0.00% | 0.19% | 0.72% | Q3 2013 | Q4 2022 | 29 |
BLB&B Advisors, LLC | 29 | 29 | 0.03% | 0.34% | 0.54% | Q2 2013 | Q2 2020 | 29 |
BerganKDV Wealth Management, LLC | 29 | 29 | 0.00% | 0.05% | 0.17% | Q1 2016 | Q1 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.13% | 0.33% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.05% | 0.26% | Q4 2013 | Q4 2020 | 29 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.11% | 0.72% | Q1 2015 | Q1 2019 | 29 |
Capital World Investors | 29 | 29 | 0.00% | 0.20% | 0.50% | Q2 2013 | Q2 2020 | 29 |
Ashfield Capital Partners, LLC | 28 | 28 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q1 2020 | 28 |
Balentine LLC | 9 | 2 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.03% | 0.16% | 0.33% | Q4 2016 | Q3 2023 | 28 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.10% | 0.79% | Q1 2014 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.00% | 0.06% | 0.22% | Q4 2016 | Q3 2023 | 28 |
M&R CAPITAL MANAGEMENT INC | 18 | 4 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q4 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.07% | 0.78% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
ETRADE Capital Management LLC | 28 | 28 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q1 2020 | 28 |
Anchor Investment Management, LLC | 21 | 7 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q4 2023 | 28 |
KING LUTHER CAPITAL MANAGEMENT CORP | 27 | 1 | 0.00% | 0.44% | 1.20% | Q2 2013 | Q2 2021 | 28 |
FIRST FOUNDATION ADVISORS | 28 | 28 | 0.01% | 0.93% | 2.18% | Q2 2013 | Q1 2020 | 28 |
FIRST QUADRANT LLC/CA | 19 | 2 | 0.00% | 0.22% | 0.91% | Q2 2013 | Q4 2021 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.00% | 0.10% | 0.27% | Q4 2016 | Q3 2023 | 28 |
SIT INVESTMENT ASSOCIATES INC | 27 | 1 | 0.02% | 0.75% | 1.40% | Q2 2013 | Q3 2020 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.10% | 0.42% | Q4 2016 | Q3 2023 | 28 |
PITTENGER & ANDERSON INC | 24 | 4 | 0.00% | 0.19% | 0.61% | Q2 2013 | Q1 2023 | 28 |
Coho Partners, Ltd. | 28 | 28 | 0.01% | 3.03% | 4.43% | Q2 2013 | Q1 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.14% | 0.35% | Q4 2016 | Q3 2023 | 28 |
PHILADELPHIA TRUST CO | 27 | 1 | 0.05% | 0.58% | 2.56% | Q2 2013 | Q3 2022 | 28 |
CIM INVESTMENT MANAGEMENT INC | 20 | 4 | 0.08% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 28 |
DEARBORN PARTNERS LLC | 28 | 28 | 0.01% | 0.67% | 1.25% | Q2 2013 | Q1 2020 | 28 |
WILEN INVESTMENT MANAGEMENT CORP. | 28 | 28 | 0.46% | 1.07% | 1.72% | Q1 2013 | Q4 2019 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Perpetual Ltd | 12 | 2 | 0.01% | 0.52% | 2.04% | Q1 2013 | Q3 2020 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 0.30% | 0.93% | Q4 2016 | Q3 2023 | 28 |
Regis Management CO LLC | 28 | 28 | 0.27% | 0.78% | 1.60% | Q1 2013 | Q4 2019 | 28 |
SVB WEALTH LLC | 21 | 7 | 0.00% | 0.54% | 1.14% | Q4 2014 | Q3 2023 | 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15 | 6 | 0.00% | 0.27% | 0.87% | Q2 2013 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.03% | 0.18% | 0.30% | Q4 2014 | Q3 2021 | 28 |
DEPRINCE RACE & ZOLLO INC | 28 | 28 | 0.28% | 1.07% | 1.37% | Q2 2013 | Q1 2020 | 28 |
Rehmann Capital Advisory Group | 13 | 2 | 0.02% | 0.08% | 0.13% | Q1 2011 | Q3 2019 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.14% | 0.34% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.18% | 0.41% | Q4 2016 | Q3 2023 | 28 |
Covington Capital Management | 21 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2022 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.11% | 0.23% | Q4 2016 | Q3 2023 | 28 |
HENNESSY ADVISORS INC | 28 | 28 | 0.06% | 0.13% | 0.24% | Q1 2014 | Q4 2020 | 28 |
DOWLING & YAHNKE LLC | 28 | 28 | 0.01% | 0.25% | 0.41% | Q2 2013 | Q1 2020 | 28 |
MATRIX ASSET ADVISORS INC/NY | 28 | 28 | 0.44% | 2.47% | 3.43% | Q2 2013 | Q1 2020 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Violich Capital Management, Inc. | 28 | 28 | 0.07% | 1.08% | 1.85% | Q2 2013 | Q1 2020 | 28 |
Edge Wealth Management LLC | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 28 |
Kessler Investment Group, LLC | 12 | 1 | 0.01% | 1.35% | 5.44% | Q2 2013 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.11% | 0.31% | Q1 2017 | Q3 2023 | 27 |
PRIVATE ASSET MANAGEMENT INC | 27 | 27 | 0.25% | 0.54% | 0.85% | Q2 2013 | Q4 2019 | 27 |
Jacobi Capital Management LLC | 22 | 5 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.05% | 0.16% | Q2 2014 | Q4 2021 | 27 |
UNIVEST FINANCIAL Corp | 27 | 27 | 0.59% | 1.14% | 1.76% | Q2 2013 | Q4 2019 | 27 |
First PREMIER Bank | 17 | 10 | 0.01% | 0.06% | 0.15% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CKW FINANCIAL GROUP | 20 | 7 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 27 |
Cranbrook Wealth Management, LLC | 15 | 12 | 0.01% | 0.06% | 0.19% | Q4 2013 | Q3 2023 | 27 |
IBERIABANK CORP | 27 | 27 | 0.14% | 0.66% | 1.04% | Q4 2012 | Q2 2019 | 27 |
EVERENCE CAPITAL MANAGEMENT INC | 27 | 27 | 0.18% | 0.61% | 0.98% | Q4 2013 | Q2 2020 | 27 |
Alexandria Capital, LLC | 27 | 27 | 0.00% | 0.14% | 0.52% | Q2 2013 | Q4 2019 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 7 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 27 |
NORTHEAST INVESTMENT MANAGEMENT | 26 | 1 | 0.02% | 0.40% | 0.87% | Q2 2013 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
FDx Advisors, Inc. | 27 | 27 | 0.04% | 0.15% | 0.24% | Q2 2013 | Q4 2019 | 27 |
Fiduciary Trust Co International of Pennsylvania | 27 | 27 | 0.02% | 0.15% | 0.28% | Q2 2013 | Q4 2019 | 27 |
AMERICAN NATIONAL INSURANCE CO | 17 | 1 | 0.01% | 0.25% | 0.53% | Q2 2013 | Q1 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Andra AP-fonden | 22 | 5 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q1 2020 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 27 |
NORTHSTAR ASSET MANAGEMENT LLC | 27 | 27 | 0.33% | 1.58% | 4.14% | Q2 2013 | Q4 2019 | 27 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 27 | 27 | 0.20% | 1.12% | 1.55% | Q2 2013 | Q4 2019 | 27 |
ADELL HARRIMAN & CARPENTER INC | 27 | 27 | 0.14% | 0.72% | 1.64% | Q2 2013 | Q4 2019 | 27 |
TRUST CO OF VIRGINIA /VA | 27 | 27 | 0.04% | 0.18% | 0.32% | Q2 2013 | Q4 2019 | 27 |
Highlander Capital Management, LLC | 20 | 7 | 0.01% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 27 |
Hardman Johnston Global Advisors LLC | 27 | 27 | 0.27% | 0.50% | 0.73% | Q2 2013 | Q4 2019 | 27 |
FULTON BANK, N.A. | 27 | 27 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q4 2019 | 27 |
WESBANCO BANK INC | 27 | 27 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q4 2019 | 27 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 2 | 0.00% | 0.15% | 0.34% | Q1 2013 | Q3 2023 | 27 |
Evercore Wealth Management, LLC | 27 | 27 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.15% | 0.46% | 1.23% | Q2 2013 | Q4 2019 | 27 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 27 | 27 | 0.01% | 1.46% | 2.21% | Q2 2013 | Q4 2019 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.00% | 0.11% | 0.28% | Q4 2013 | Q2 2020 | 27 |
Legacy Capital Partners, Inc. | 27 | 27 | 0.10% | 0.42% | 1.01% | Q2 2013 | Q4 2019 | 27 |
PIEDMONT INVESTMENT ADVISORS INC | 27 | 27 | 0.00% | 0.13% | 0.28% | Q3 2013 | Q1 2020 | 27 |
AMERICAN NATIONAL BANK | 22 | 5 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 27 |
KLINGENSTEIN FIELDS & CO LP | 24 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 27 |
BINGHAM OSBORN & SCARBOROUGH LLC | 27 | 27 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CNA FINANCIAL CORP | 27 | 27 | 0.14% | 1.07% | 2.23% | Q2 2013 | Q4 2019 | 27 |
TRUST CO OF TOLEDO NA /OH/ | 27 | 27 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q4 2019 | 27 |
Clearstead Advisors, LLC | 15 | 12 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 27 |
1ST SOURCE BANK | 27 | 27 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q4 2019 | 27 |
JOHNSON INVESTMENT COUNSEL INC | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
FIRST NATIONAL BANK OF OMAHA | 27 | 27 | 0.13% | 0.44% | 0.57% | Q2 2013 | Q4 2019 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.73% | 1.64% | Q1 2013 | Q3 2019 | 27 |
BANK OF THE WEST | 27 | 27 | 0.04% | 0.27% | 0.63% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 27 |
CARRET ASSET MANAGEMENT, LLC | 27 | 27 | 0.04% | 0.18% | 0.30% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 27 |
Rathbones Group PLC | 21 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.69% | 1.61% | Q2 2013 | Q3 2019 | 27 |
CS MCKEE LP | 27 | 27 | 0.37% | 1.17% | 2.08% | Q2 2013 | Q4 2019 | 27 |
People's United Financial, Inc. | 27 | 27 | 0.01% | 0.39% | 0.72% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.12% | 0.34% | Q3 2013 | Q1 2020 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.12% | 0.41% | Q4 2016 | Q3 2023 | 26 |
Glenview Trust Co | 13 | 1 | 0.01% | 0.08% | 0.49% | Q4 2008 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.01% | 0.12% | 0.39% | Q1 2017 | Q4 2023 | 26 |
Nelson Capital Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
YHB Investment Advisors, Inc. | 26 | 26 | 0.08% | 0.27% | 0.56% | Q2 2013 | Q3 2019 | 26 |
Royal Fund Management, LLC | 14 | 6 | 0.01% | 0.09% | 0.23% | Q4 2016 | Q3 2023 | 26 |
Lyons Wealth Management, LLC. | 11 | 5 | 0.01% | 1.03% | 1.64% | Q2 2013 | Q4 2019 | 26 |
Vident Investment Advisory, LLC | 15 | 1 | 0.01% | 0.06% | 0.37% | Q4 2014 | Q2 2023 | 26 |
ARGUS INVESTORS' COUNSEL, INC. | 26 | 26 | 1.76% | 1.96% | 2.30% | Q2 2013 | Q3 2019 | 26 |
Ipswich Investment Management Co., Inc. | 20 | 6 | 0.06% | 0.19% | 0.37% | Q2 2013 | Q4 2019 | 26 |
CHOREO, LLC | 14 | 2 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 26 |
Morningstar Investment Services LLC | 26 | 26 | 0.03% | 0.21% | 0.58% | Q2 2013 | Q3 2019 | 26 |
ROCKLAND TRUST CO | 22 | 4 | 0.01% | 0.64% | 1.60% | Q2 2013 | Q3 2023 | 26 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14 | 1 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q2 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.06% | 0.28% | 0.57% | Q2 2013 | Q3 2019 | 26 |
Man Group plc | 11 | 11 | 0.00% | 0.05% | 0.25% | Q1 2018 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Crossvault Capital Management LLC | 26 | 26 | 0.07% | 0.86% | 2.80% | Q4 2013 | Q1 2020 | 26 |
DUBUQUE BANK & TRUST CO | 26 | 26 | 0.01% | 0.40% | 0.71% | Q2 2013 | Q3 2019 | 26 |
BRYN MAWR TRUST Co | 26 | 26 | 0.12% | 0.33% | 0.85% | Q1 2013 | Q2 2019 | 26 |
GREENLEAF TRUST | 10 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 26 |
AMICA MUTUAL INSURANCE CO | 26 | 26 | 0.08% | 0.43% | 1.05% | Q2 2013 | Q3 2019 | 26 |
SFE Investment Counsel | 26 | 26 | 0.12% | 0.63% | 1.42% | Q2 2013 | Q3 2019 | 26 |
Lombard Odier Asset Management (USA) Corp | 13 | 1 | 0.06% | 0.69% | 2.51% | Q2 2013 | Q1 2022 | 26 |
MILLER HOWARD INVESTMENTS INC /NY | 11 | 7 | 0.02% | 0.50% | 2.18% | Q2 2015 | Q3 2023 | 26 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 26 | 26 | 0.00% | 0.38% | 0.77% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.13% | 0.25% | Q2 2013 | Q3 2019 | 26 |
BBVA USA Bancshares, Inc. | 25 | 1 | 0.01% | 0.16% | 0.52% | Q2 2013 | Q4 2019 | 26 |
FIL Ltd | 15 | 4 | 0.00% | 0.14% | 0.66% | Q2 2013 | Q3 2023 | 26 |
Lenox Wealth Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2022 | 26 |
MURPHY CAPITAL MANAGEMENT INC | 26 | 26 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2019 | 26 |
Brandywine Global Investment Management, LLC | 15 | 4 | 0.01% | 0.50% | 1.13% | Q2 2013 | Q3 2023 | 26 |
Goelzer Investment Management, Inc. | 26 | 26 | 0.03% | 0.35% | 0.80% | Q1 2013 | Q2 2019 | 26 |
OARSMAN CAPITAL, INC. | 14 | 12 | 0.12% | 0.31% | 0.66% | Q2 2013 | Q4 2019 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.02% | 1.00% | 2.00% | Q2 2013 | Q3 2019 | 26 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.07% | 0.19% | 0.88% | Q2 2013 | Q2 2019 | 25 |
Torch Wealth Management LLC | 25 | 25 | 0.61% | 1.74% | 2.39% | Q4 2013 | Q4 2019 | 25 |
Harbour Capital Advisors, LLC | 20 | 2 | 0.09% | 0.26% | 0.61% | Q1 2013 | Q3 2023 | 25 |
River Road Asset Management, LLC | 25 | 25 | 0.01% | 1.50% | 2.61% | Q2 2013 | Q2 2019 | 25 |
Laurel Wealth Advisors, Inc. | 17 | 8 | 0.03% | 0.09% | 0.18% | Q4 2015 | Q4 2022 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.19% | 1.22% | Q3 2017 | Q3 2023 | 25 |
S&T BANK/PA | 25 | 25 | 0.92% | 1.26% | 1.53% | Q2 2013 | Q2 2019 | 25 |
FIRST CITIZENS BANK & TRUST CO | 14 | 1 | 0.01% | 0.22% | 0.60% | Q2 2013 | Q3 2023 | 25 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 1 | 0.02% | 0.38% | 1.37% | Q2 2013 | Q1 2023 | 25 |
S&CO INC | 25 | 25 | 0.03% | 0.12% | 0.18% | Q2 2013 | Q2 2019 | 25 |
SKBA CAPITAL MANAGEMENT LLC | 25 | 25 | 1.18% | 2.51% | 3.99% | Q2 2013 | Q2 2019 | 25 |
COLONY GROUP LLC | 15 | 1 | 0.01% | 0.83% | 2.01% | Q2 2013 | Q4 2022 | 25 |
HighPoint Advisor Group LLC | 20 | 1 | 0.03% | 0.16% | 0.38% | Q3 2015 | Q2 2022 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q4 2020 | 25 |
BARINGS LLC | 14 | 2 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q4 2021 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 0.38% | 1.19% | Q2 2013 | Q2 2019 | 25 |
Patten Group, Inc. | 25 | 25 | 0.05% | 0.44% | 0.74% | Q4 2014 | Q4 2020 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 25 |
Asset Dedication, LLC | 18 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 25 |
CONGRESS ASSET MANAGEMENT CO /MA | 25 | 25 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 25 |
MITCHELL GROUP INC | 25 | 25 | 2.62% | 3.80% | 5.10% | Q1 2013 | Q1 2019 | 25 |
Columbia Asset Management | 23 | 2 | 0.03% | 0.12% | 0.23% | Q4 2013 | Q1 2020 | 25 |
FIRST MIDWEST BANK TRUST DIVISION | 14 | 11 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q1 2020 | 25 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 25 | 25 | 0.06% | 0.83% | 2.31% | Q1 2012 | Q1 2018 | 25 |
Stellar Capital Management, LLC | 13 | 1 | 0.36% | 1.30% | 1.76% | Q4 2013 | Q2 2020 | 25 |
REAVES W H & CO INC | 16 | 9 | 0.05% | 0.97% | 1.65% | Q2 2013 | Q4 2019 | 25 |
EASTERN BANK | 16 | 9 | 0.02% | 0.29% | 0.88% | Q2 2013 | Q4 2019 | 25 |
Centiva Capital, LP | 9 | 1 | 0.00% | 0.06% | 0.23% | Q4 2019 | Q3 2023 | 24 |
JUPITER ASSET MANAGEMENT LTD | 23 | 1 | 0.00% | 0.30% | 0.70% | Q2 2013 | Q3 2022 | 24 |
ALBERT D MASON INC | 24 | 24 | 0.28% | 0.48% | 0.63% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Gotham Asset Management, LLC | 12 | 2 | 0.00% | 0.18% | 0.51% | Q1 2014 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.21% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 24 |
MONETARY MANAGEMENT GROUP INC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2019 | 24 |
Schonfeld Strategic Advisors LLC | 13 | 1 | 0.00% | 0.13% | 0.36% | Q1 2016 | Q3 2023 | 24 |
VESTOR CAPITAL, LLC | 12 | 2 | 0.01% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.11% | 0.25% | 0.46% | Q2 2013 | Q1 2019 | 24 |
Essex Financial Services, Inc. | 16 | 3 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 24 |
ARGENT CAPITAL MANAGEMENT LLC | 24 | 24 | 0.16% | 0.58% | 1.08% | Q2 2013 | Q1 2019 | 24 |
CRAMER ROSENTHAL MCGLYNN LLC | 24 | 24 | 0.14% | 0.55% | 1.00% | Q2 2013 | Q1 2019 | 24 |
Robeco Schweiz AG | 24 | 24 | 0.11% | 0.37% | 0.93% | Q2 2013 | Q1 2019 | 24 |
Cornerstone Capital, Inc. | 24 | 24 | 0.18% | 1.55% | 2.60% | Q3 2013 | Q2 2019 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.07% | 0.39% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Regent Investment Management LLC | 24 | 24 | 0.08% | 0.15% | 0.29% | Q2 2013 | Q1 2019 | 24 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q1 2019 | 24 |
CONNABLE OFFICE INC | 24 | 24 | 0.44% | 0.66% | 0.96% | Q2 2013 | Q1 2019 | 24 |
M Holdings Securities, Inc. | 9 | 2 | 0.04% | 0.12% | 0.36% | Q2 2014 | Q1 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.13% | 0.52% | 0.87% | Q4 2013 | Q3 2019 | 24 |
NORTHWEST WEALTH MANAGEMENT, LLC | 24 | 24 | 0.29% | 1.92% | 3.98% | Q4 2016 | Q3 2022 | 24 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 24 | 24 | 0.14% | 0.63% | 1.07% | Q2 2013 | Q1 2019 | 24 |
CORNERCAP INVESTMENT COUNSEL INC | 10 | 3 | 0.10% | 0.57% | 1.61% | Q1 2014 | Q2 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
GLENVIEW STATE BANK TRUST DEPT. | 24 | 24 | 0.11% | 0.20% | 0.28% | Q4 2013 | Q3 2019 | 24 |
Matthew Goff Investment Advisor, LLC | 12 | 1 | 0.07% | 0.22% | 0.63% | Q2 2017 | Q3 2023 | 24 |
Joel Isaacson & Co., LLC | 17 | 7 | 0.02% | 0.03% | 0.06% | Q4 2012 | Q3 2023 | 24 |
Point72 Hong Kong Ltd | 7 | 1 | 0.00% | 0.06% | 0.24% | Q4 2015 | Q3 2022 | 24 |
Rafferty Asset Management, LLC | 19 | 1 | 0.04% | 0.12% | 0.27% | Q2 2014 | Q3 2023 | 24 |
Stockman Wealth Management, Inc. | 24 | 24 | 0.75% | 1.53% | 2.26% | Q4 2014 | Q3 2020 | 24 |
FIRST MERCHANTS CORP | 24 | 24 | 0.08% | 0.30% | 0.43% | Q2 2013 | Q1 2019 | 24 |
Amica Retiree Medical Trust | 24 | 24 | 0.08% | 0.54% | 0.95% | Q4 2013 | Q3 2019 | 24 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 17 | 7 | 0.04% | 0.42% | 0.80% | Q4 2015 | Q3 2023 | 24 |
Stonebridge Capital Advisors LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 7 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 24 |
CYPRESS ASSET MANAGEMENT INC/TX | 24 | 24 | 0.11% | 1.02% | 1.94% | Q2 2013 | Q1 2019 | 24 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.24% | 0.60% | Q3 2013 | Q2 2023 | 24 |
Clark Capital Management Group, Inc. | 18 | 2 | 0.01% | 0.24% | 1.15% | Q2 2013 | Q3 2023 | 24 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.04% | 0.12% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.07% | 0.34% | 0.87% | Q4 2017 | Q3 2023 | 24 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 24 | 24 | 0.33% | 1.25% | 2.05% | Q2 2013 | Q1 2019 | 24 |
PT ASSET MANAGEMENT, LLC | 10 | 10 | 0.05% | 0.49% | 1.32% | Q4 2014 | Q1 2017 | 24 |
Community Bank, N.A. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2022 | 24 |
ALPHA WINDWARD LLC | 24 | 24 | 0.10% | 0.20% | 0.46% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 24 | 24 | 0.83% | 1.35% | 2.26% | Q2 2013 | Q1 2019 | 24 |
WEST PACES ADVISORS INC. | 15 | 9 | 0.00% | 0.06% | 0.64% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.12% | 0.21% | 0.39% | Q2 2013 | Q1 2019 | 24 |
FIRST MERCANTILE TRUST CO | 24 | 24 | 0.08% | 0.26% | 0.59% | Q2 2013 | Q1 2019 | 24 |
Capital Analysts, LLC | 9 | 1 | 0.00% | 0.03% | 0.17% | Q4 2012 | Q3 2023 | 23 |
WILLIAMS JONES & ASSOCIATES LLC | 16 | 7 | 0.01% | 0.30% | 1.68% | Q2 2013 | Q1 2019 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Stack Financial Management, Inc | 17 | 6 | 0.89% | 1.61% | 3.72% | Q2 2013 | Q2 2019 | 23 |
Nippon Life Global Investors Americas, Inc. | 11 | 1 | 0.05% | 0.45% | 1.15% | Q2 2013 | Q3 2023 | 23 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.09% | 0.21% | Q1 2016 | Q3 2023 | 23 |
Renaissance Technologies | 9 | 1 | 0.01% | 0.08% | 0.21% | Q3 2013 | Q4 2022 | 23 |
MCF Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.07% | 0.29% | Q4 2016 | Q3 2023 | 23 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.03% | 0.21% | Q3 2020 | Q3 2023 | 23 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 23 | 23 | 0.08% | 0.31% | 0.47% | Q2 2013 | Q4 2018 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.21% | 0.45% | 1.00% | Q2 2013 | Q4 2018 | 23 |
Alberta Investment Management Corp | 4 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 23 |
Sowell Financial Services LLC | 10 | 6 | 0.01% | 0.10% | 0.18% | Q4 2016 | Q2 2023 | 23 |
ST GERMAIN D J CO INC | 18 | 1 | 0.01% | 0.20% | 0.44% | Q3 2013 | Q4 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.03% | 0.19% | 0.58% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 15 | 1 | 0.04% | 0.19% | 0.43% | Q2 2013 | Q4 2021 | 23 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.03% | 0.41% | 1.16% | Q4 2013 | Q3 2023 | 23 |
ROPES WEALTH ADVISORS LLC | 23 | 23 | 0.00% | 0.04% | 0.14% | Q1 2015 | Q3 2020 | 23 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2020 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.12% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Aviance Capital Partners, LLC | 17 | 1 | 0.04% | 0.16% | 0.31% | Q4 2013 | Q3 2023 | 23 |
BLUESTEIN R H & CO LLC | 16 | 2 | 0.02% | 0.63% | 2.29% | Q2 2013 | Q3 2022 | 23 |
Brown Advisory Securities, LLC | 23 | 23 | 0.05% | 0.16% | 0.24% | Q2 2013 | Q4 2018 | 23 |
Belpointe Asset Management LLC | 19 | 3 | 0.02% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 22 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 1 | 0.00% | 0.41% | 1.01% | Q2 2013 | Q3 2023 | 22 |
Independent Advisor Alliance | 13 | 1 | 0.01% | 0.09% | 0.36% | Q4 2016 | Q3 2023 | 22 |
UBS OCONNOR LLC | 8 | 1 | 0.00% | 0.11% | 0.56% | Q1 2014 | Q3 2023 | 22 |
Achmea Investment Management B.V. | 11 | 5 | 0.00% | 0.06% | 0.28% | Q1 2017 | Q2 2023 | 22 |
Stonehage Fleming Financial Services Holdings Ltd | 19 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 22 |
RELIANCE TRUST CO OF DELAWARE | 22 | 22 | 0.04% | 0.11% | 0.25% | Q2 2013 | Q3 2018 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2021 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 1 | 0.00% | 0.09% | 0.23% | Q4 2013 | Q3 2019 | 22 |
WBH ADVISORY INC | 22 | 22 | 0.05% | 0.21% | 0.45% | Q2 2013 | Q3 2018 | 22 |
VALLEY WEALTH MANAGERS, INC. | 16 | 6 | 0.00% | 1.34% | 2.22% | Q2 2013 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
BARR E S & CO | 22 | 22 | 0.12% | 0.27% | 0.34% | Q2 2013 | Q3 2018 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.02% | 0.04% | 0.08% | Q2 2010 | Q3 2023 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 2 | 0.00% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 22 |
PRIO WEALTH LIMITED PARTNERSHIP | 13 | 9 | 0.01% | 0.43% | 1.03% | Q2 2013 | Q3 2019 | 22 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.15% | 0.34% | Q3 2012 | Q3 2023 | 22 |
MIDDLETON & CO INC/MA | 22 | 22 | 0.05% | 0.52% | 1.29% | Q2 2013 | Q3 2018 | 22 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 15 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.05% | 0.12% | 0.17% | Q2 2013 | Q3 2018 | 22 |
Formidable Asset Management, LLC | 17 | 1 | 0.00% | 0.14% | 0.31% | Q3 2013 | Q4 2022 | 22 |
Quadrant Capital Management, LLC | 22 | 22 | 0.30% | 1.06% | 1.68% | Q2 2014 | Q3 2019 | 22 |
Archford Capital Strategies, LLC | 22 | 22 | 0.02% | 0.19% | 0.36% | Q1 2014 | Q2 2019 | 22 |
NuWave Investment Management, LLC | 13 | 4 | 0.01% | 0.40% | 1.15% | Q2 2013 | Q3 2022 | 22 |
Atlas Brown,Inc. | 22 | 22 | 0.06% | 0.18% | 0.38% | Q2 2013 | Q3 2018 | 22 |
Guinness Asset Management LTD | 22 | 22 | 0.82% | 2.60% | 4.70% | Q3 2014 | Q4 2019 | 22 |
ASPIRIANT, LLC | 7 | 1 | 0.01% | 0.03% | 0.25% | Q1 2016 | Q3 2023 | 22 |
EagleClaw Capital Managment, LLC | 22 | 22 | 0.10% | 0.24% | 0.51% | Q1 2014 | Q2 2019 | 22 |
Guinness Atkinson Asset Management Inc | 22 | 22 | 0.33% | 0.84% | 1.82% | Q3 2014 | Q4 2019 | 22 |
ALLSTATE CORP | 12 | 1 | 0.00% | 0.18% | 1.18% | Q2 2013 | Q3 2023 | 22 |
Pekin Hardy Strauss, Inc. | 9 | 1 | 0.02% | 0.14% | 0.42% | Q1 2013 | Q3 2023 | 22 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 21 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 21 |
NN Investment Partners Holdings N.V. | 15 | 6 | 0.01% | 0.20% | 0.62% | Q1 2016 | Q1 2022 | 21 |
TWIN CAPITAL MANAGEMENT INC | 11 | 2 | 0.02% | 0.26% | 0.58% | Q2 2013 | Q3 2022 | 21 |
OAKBROOK INVESTMENTS LLC | 13 | 1 | 0.02% | 0.34% | 0.85% | Q2 2013 | Q4 2019 | 21 |
Bank Pictet & Cie (Europe) AG | 15 | 6 | 0.05% | 0.99% | 3.68% | Q4 2013 | Q1 2019 | 21 |
BTR CAPITAL MANAGEMENT INC | 20 | 1 | 0.04% | 0.91% | 2.40% | Q2 2013 | Q3 2018 | 21 |
SPINNAKER TRUST | 19 | 2 | 0.04% | 0.28% | 0.76% | Q2 2013 | Q1 2019 | 21 |
BOSTON RESEARCH & MANAGEMENT INC | 19 | 2 | 0.11% | 0.18% | 0.34% | Q2 2013 | Q3 2018 | 21 |
DELTEC ASSET MANAGEMENT LLC | 14 | 2 | 0.07% | 0.36% | 1.42% | Q2 2013 | Q4 2022 | 21 |
TCW GROUP INC | 15 | 6 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q1 2019 | 21 |
TAURUS ASSET MANAGEMENT, LLC | 16 | 5 | 0.04% | 1.34% | 2.01% | Q2 2013 | Q1 2019 | 21 |
JONES FINANCIAL COMPANIES LLLP | 16 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2022 | 21 |
BANK OF NOVA SCOTIA TRUST CO | 21 | 21 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q2 2019 | 21 |
SASCO CAPITAL INC / CT/ | 21 | 21 | 1.83% | 3.28% | 4.15% | Q1 2014 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q4 2022 | 21 |
L & S Advisors Inc | 18 | 1 | 0.06% | 0.48% | 2.28% | Q2 2013 | Q3 2023 | 21 |
JENNISON ASSOCIATES LLC | 19 | 2 | 0.00% | 0.15% | 0.36% | Q2 2013 | Q3 2018 | 21 |
Point View Wealth Management, Inc. | 21 | 21 | 0.10% | 0.23% | 0.39% | Q4 2015 | Q4 2020 | 21 |
Ninety One UK Ltd | 16 | 1 | 0.02% | 0.78% | 1.72% | Q2 2013 | Q3 2023 | 21 |
Voya Financial Advisors, Inc. | 20 | 1 | 0.01% | 0.08% | 0.14% | Q1 2015 | Q2 2020 | 21 |
GAM Holding AG | 17 | 1 | 0.03% | 0.14% | 0.41% | Q2 2013 | Q3 2019 | 21 |
Quantitative Investment Management, LLC | 12 | 1 | 0.03% | 0.39% | 1.02% | Q2 2013 | Q4 2021 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.28% | 0.36% | 0.47% | Q2 2013 | Q2 2018 | 21 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q2 2023 | 21 |
Westchester Capital Management, LLC | 10 | 1 | 0.02% | 0.83% | 1.49% | Q2 2013 | Q3 2019 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.04% | 0.30% | 0.91% | Q2 2013 | Q2 2018 | 21 |
USCA RIA LLC | 13 | 1 | 0.02% | 0.26% | 0.70% | Q1 2014 | Q2 2021 | 21 |
Lombard Odier Asset Management (Switzerland) SA | 12 | 9 | 0.02% | 0.08% | 0.29% | Q2 2014 | Q4 2019 | 21 |
Camarda Financial Advisors, LLC | 17 | 1 | 0.00% | 0.08% | 0.60% | Q2 2013 | Q3 2022 | 21 |
CX Institutional | 14 | 7 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 21 |
Investors Research Corp | 19 | 2 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 21 |
Arosa Capital Management LP | 5 | 1 | 0.75% | 3.16% | 8.54% | Q4 2014 | Q3 2023 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.01% | 0.11% | 0.37% | Q1 2014 | Q4 2022 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Northeast Financial Consultants Inc | 19 | 2 | 0.02% | 0.15% | 0.35% | Q4 2013 | Q3 2023 | 21 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 19 | 2 | 0.00% | 0.06% | 0.26% | Q3 2015 | Q3 2023 | 21 |
Argent Trust Co | 7 | 1 | 0.02% | 0.11% | 0.23% | Q4 2014 | Q3 2023 | 21 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q2 2023 | 20 |
Capital Investment Counsel, Inc | 17 | 1 | 0.05% | 0.21% | 0.70% | Q2 2014 | Q4 2022 | 20 |
Ally Financial Inc. | 17 | 3 | 0.30% | 0.71% | 1.15% | Q2 2013 | Q2 2018 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2018 | 20 |
Ariel Investments | 17 | 3 | 0.01% | 0.19% | 0.49% | Q3 2013 | Q2 2019 | 20 |
CHILTON CAPITAL MANAGEMENT LLC | 10 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.20% | 0.39% | 0.67% | Q2 2013 | Q1 2018 | 20 |
Riverview Trust Co | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
HANCOCK WHITNEY CORP | 10 | 1 | 0.00% | 0.18% | 0.74% | Q2 2013 | Q3 2023 | 20 |
First Financial Bank - Trust Division | 20 | 20 | 0.04% | 0.39% | 0.56% | Q1 2013 | Q4 2017 | 20 |
Archer Investment Corp | 20 | 20 | 0.03% | 0.12% | 0.37% | Q4 2018 | Q3 2023 | 20 |
CMT Asset Management Ltd | 4 | 3 | 0.00% | 0.16% | 0.51% | Q1 2013 | Q4 2014 | 20 |
Skandinaviska Enskilda Banken AB (publ) | 20 | 20 | 0.00% | 0.07% | 0.22% | Q4 2015 | Q3 2020 | 20 |
CHICAGO EQUITY PARTNERS LLC | 9 | 3 | 0.01% | 0.08% | 0.43% | Q4 2013 | Q4 2019 | 20 |
Donald L. Hagan, LLC | 20 | 20 | 0.28% | 0.93% | 1.26% | Q4 2014 | Q3 2019 | 20 |
Avalon Investment & Advisory | 10 | 3 | 0.02% | 0.56% | 1.25% | Q2 2014 | Q4 2019 | 20 |
XPONANCE, INC. | 17 | 3 | 0.00% | 0.07% | 0.18% | Q3 2017 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q3 2019 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.35% | 0.75% | Q4 2014 | Q2 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.07% | 0.15% | 0.25% | Q1 2013 | Q4 2017 | 20 |
Cipher Capital LP | 6 | 1 | 0.02% | 0.35% | 1.08% | Q4 2013 | Q2 2023 | 20 |
Corient Capital Partners, LLC | 14 | 6 | 0.02% | 0.44% | 1.02% | Q3 2016 | Q3 2022 | 20 |
Harbor Advisors LLC | 13 | 7 | 0.07% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2022 | 20 |
Rodgers Brothers Inc. | 20 | 20 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q1 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2022 | 20 |
LOEWS CORP | 15 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.16% | 0.26% | 0.36% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MADISON INVESTMENT HOLDINGS INC | 20 | 20 | 0.06% | 0.44% | 1.11% | Q2 2013 | Q1 2018 | 20 |
EXANE DERIVATIVES | 13 | 1 | 0.00% | 0.11% | 0.61% | Q4 2014 | Q2 2022 | 20 |
Engineers Gate Manager LP | 6 | 1 | 0.02% | 0.15% | 0.57% | Q4 2014 | Q3 2023 | 20 |
Quantbot Technologies LP | 5 | 1 | 0.04% | 0.30% | 1.25% | Q2 2013 | Q2 2023 | 20 |
Horizon Investments, LLC | 10 | 10 | 0.01% | 0.04% | 0.23% | Q1 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Dana Investment Advisors, Inc. | 15 | 5 | 0.08% | 0.22% | 0.42% | Q2 2013 | Q2 2019 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.22% | 0.33% | 0.50% | Q2 2013 | Q1 2018 | 20 |
BADGLEY PHELPS & BELL INC | 15 | 5 | 0.02% | 0.45% | 0.86% | Q2 2013 | Q4 2018 | 20 |
One Capital Management, LLC | 15 | 5 | 0.01% | 0.08% | 0.20% | Q1 2014 | Q1 2023 | 20 |
Ruffer LLP | 20 | 20 | 0.02% | 0.10% | 0.25% | Q3 2013 | Q2 2018 | 20 |
First Pacific Advisors, LP | 20 | 20 | 0.07% | 1.83% | 3.96% | Q2 2013 | Q1 2018 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 20 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.15% | 0.61% | Q2 2013 | Q4 2017 | 19 |
FNY Investment Advisers, LLC | 7 | 2 | 0.00% | 0.16% | 1.00% | Q2 2018 | Q3 2023 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 1 | 0.00% | 0.46% | 1.42% | Q2 2013 | Q4 2020 | 19 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.15% | 0.34% | 0.68% | Q2 2018 | Q3 2023 | 19 |
Hilltop Holdings Inc. | 13 | 6 | 0.03% | 0.14% | 0.31% | Q4 2016 | Q3 2023 | 19 |
Fragasso Group Inc. | 18 | 1 | 0.30% | 0.37% | 0.57% | Q1 2015 | Q4 2019 | 19 |
MARTIN CURRIE LTD | 19 | 19 | 0.01% | 0.62% | 1.14% | Q3 2015 | Q1 2020 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2020 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.17% | 0.83% | Q4 2017 | Q2 2022 | 19 |
Inscription Capital, LLC | 10 | 9 | 0.07% | 0.33% | 1.08% | Q4 2018 | Q3 2023 | 19 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 19 | 19 | 0.00% | 0.06% | 0.10% | Q1 2016 | Q3 2020 | 19 |
Sky Investment Group LLC | 19 | 19 | 0.13% | 0.36% | 0.65% | Q3 2013 | Q1 2018 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q2 2022 | 19 |
Court Place Advisors, LLC | 13 | 1 | 0.08% | 0.20% | 0.32% | Q4 2013 | Q3 2023 | 19 |
MONTAG A & ASSOCIATES INC | 12 | 2 | 0.00% | 0.15% | 0.94% | Q2 2014 | Q3 2023 | 19 |
HighTower Trust Company, N.A. | 7 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q1 2023 | 19 |
BAHL & GAYNOR INC | 19 | 19 | 0.00% | 0.53% | 1.61% | Q3 2014 | Q1 2019 | 19 |
Bray Capital Advisors | 12 | 7 | 0.02% | 0.24% | 0.54% | Q4 2014 | Q2 2020 | 19 |
SeaCrest Wealth Management, LLC | 9 | 3 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 3 | 0.01% | 0.24% | 1.74% | Q2 2013 | Q3 2018 | 19 |
BALASA DINVERNO & FOLTZ LLC | 11 | 1 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2022 | 19 |
HENDLEY & CO INC | 19 | 19 | 0.12% | 1.35% | 2.20% | Q2 2013 | Q4 2017 | 19 |
Meiji Yasuda Life Insurance Co | 10 | 1 | 0.01% | 0.18% | 0.33% | Q2 2013 | Q2 2022 | 19 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.13% | 0.64% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.07% | 0.19% | Q4 2017 | Q2 2022 | 19 |
Kemper Corp Master Retirement Trust | 19 | 19 | 1.14% | 1.32% | 1.66% | Q2 2013 | Q4 2017 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 3 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q4 2022 | 19 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 1 | 0.06% | 0.39% | 0.98% | Q4 2013 | Q1 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.04% | 0.23% | Q1 2019 | Q3 2023 | 19 |
TD Capital Management LLC | 14 | 5 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 19 | 19 | 0.05% | 0.29% | 0.40% | Q1 2015 | Q3 2019 | 19 |
FIRST HAWAIIAN BANK | 9 | 2 | 0.02% | 0.12% | 0.25% | Q3 2013 | Q3 2023 | 19 |
Stevens First Principles Investment Advisors | 12 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2019 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
WOODMONT INVESTMENT COUNSEL LLC | 19 | 19 | 0.00% | 0.62% | 2.02% | Q2 2015 | Q4 2019 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.01% | 0.13% | 0.22% | Q4 2017 | Q3 2022 | 19 |
BDO Wealth Advisors, LLC | 14 | 2 | 0.00% | 0.02% | 0.20% | Q2 2017 | Q2 2023 | 19 |
GUARDIAN INVESTMENT MANAGEMENT | 7 | 3 | 0.19% | 0.69% | 0.99% | Q4 2015 | Q2 2021 | 19 |
CONNORS INVESTOR SERVICES INC | 11 | 8 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q1 2018 | 19 |
CORNERSTONE ADVISORS INC | 13 | 6 | 0.06% | 0.16% | 0.38% | Q4 2013 | Q1 2019 | 19 |
IHT Wealth Management, LLC | 13 | 6 | 0.02% | 0.11% | 0.42% | Q4 2016 | Q3 2023 | 19 |
FIRST INTERSTATE BANK | 18 | 1 | 0.01% | 0.08% | 0.24% | Q2 2014 | Q4 2019 | 19 |
Tributary Capital Management, LLC | 16 | 3 | 0.02% | 0.10% | 0.33% | Q2 2013 | Q2 2019 | 19 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.06% | 0.27% | 0.61% | Q3 2012 | Q4 2021 | 19 |
Boston Partners | 16 | 1 | 0.00% | 0.97% | 1.95% | Q2 2013 | Q2 2019 | 19 |
Hexavest Inc. | 15 | 4 | 0.00% | 0.22% | 0.56% | Q2 2013 | Q4 2019 | 19 |
Capital Investment Advisors, LLC | 12 | 7 | 0.01% | 0.06% | 0.12% | Q2 2017 | Q4 2023 | 19 |
AMF Tjanstepension AB | 16 | 3 | 0.09% | 0.51% | 0.87% | Q4 2014 | Q4 2019 | 19 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 1 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q1 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.03% | 0.15% | Q1 2019 | Q3 2023 | 19 |
AGF INVESTMENTS INC. | 12 | 1 | 0.00% | 0.31% | 0.98% | Q2 2013 | Q1 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2021 | 19 |
Texan Capital Management | 19 | 19 | 0.20% | 0.30% | 0.40% | Q2 2013 | Q4 2017 | 19 |
CASTLEARK MANAGEMENT LLC | 12 | 3 | 0.05% | 0.09% | 0.22% | Q1 2016 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.12% | 0.28% | 0.58% | Q2 2018 | Q4 2022 | 19 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.46% | 0.61% | 0.87% | Q2 2013 | Q3 2017 | 18 |
EQUITEC PROPRIETARY MARKETS, LLC | 5 | 1 | 0.00% | 0.99% | 3.98% | Q4 2014 | Q2 2022 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Greylin Investment Management, Inc | 18 | 18 | 0.49% | 1.89% | 5.98% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2017 | 18 |
First Bank & Trust | 18 | 18 | 0.00% | 0.88% | 1.94% | Q4 2016 | Q1 2021 | 18 |
U S GLOBAL INVESTORS INC | 9 | 2 | 0.02% | 0.19% | 1.58% | Q3 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 18 |
SG3 Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.25% | Q1 2020 | Q1 2022 | 18 |
Barber Financial Group, Inc. | 13 | 5 | 0.04% | 0.09% | 0.14% | Q4 2016 | Q1 2023 | 18 |
Redwood Investment Management, LLC | 6 | 3 | 0.07% | 0.20% | 0.53% | Q1 2018 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.14% | 0.24% | Q4 2014 | Q1 2019 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q1 2020 | 18 |
Proficio Capital Partners LLC | 15 | 3 | 0.01% | 0.23% | 1.01% | Q4 2015 | Q3 2023 | 18 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 11 | 2 | 0.04% | 0.15% | 0.39% | Q1 2018 | Q1 2023 | 18 |
SALEM CAPITAL MANAGEMENT INC | 11 | 7 | 1.61% | 2.20% | 2.87% | Q2 2013 | Q3 2019 | 18 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 9 | 0.00% | 0.28% | 0.92% | Q3 2013 | Q1 2018 | 18 |
Crewe Advisors LLC | 13 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 18 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 18 |
THOMPSON DAVIS & CO., INC. | 14 | 4 | 0.01% | 0.22% | 1.05% | Q2 2014 | Q3 2023 | 18 |
Laffer Tengler Investments, Inc. | 9 | 1 | 0.00% | 0.10% | 0.42% | Q3 2013 | Q3 2023 | 18 |
Barnett & Company, Inc. | 9 | 2 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2021 | 18 |
CHEMICAL BANK | 11 | 7 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q2 2019 | 18 |
ACG Wealth | 12 | 1 | 0.00% | 0.05% | 0.08% | Q2 2014 | Q2 2022 | 18 |
Pine River Capital Management L.P. | 7 | 3 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2016 | 18 |
Freedom Investment Management, Inc. | 7 | 1 | 0.02% | 0.10% | 0.18% | Q4 2013 | Q3 2023 | 18 |
Cerity Partners LLC | 9 | 1 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 18 |
Strategic Financial Services, Inc, | 18 | 18 | 0.38% | 0.70% | 1.05% | Q2 2013 | Q3 2017 | 18 |
SCHWARTZ INVESTMENT COUNSEL INC | 15 | 3 | 0.11% | 1.03% | 2.29% | Q2 2013 | Q3 2023 | 18 |
SNS Financial Group, LLC | 9 | 1 | 0.04% | 0.12% | 0.50% | Q3 2013 | Q1 2022 | 18 |
Grace Capital | 11 | 7 | 0.01% | 0.22% | 0.66% | Q2 2013 | Q4 2020 | 18 |
Princeton Global Asset Management LLC | 14 | 4 | 0.00% | 0.07% | 0.58% | Q4 2018 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2017 | 18 |
SOUTHPORT MANAGEMENT, L.L.C. | 8 | 3 | 1.12% | 3.14% | 7.72% | Q2 2013 | Q1 2019 | 18 |
Tredje AP-fonden | 18 | 18 | 0.12% | 0.28% | 0.49% | Q2 2015 | Q3 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
OSSIAM | 6 | 6 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 18 |
Frontier Wealth Management LLC | 10 | 1 | 0.01% | 0.11% | 0.36% | Q2 2015 | Q2 2022 | 18 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 11 | 7 | 0.00% | 0.04% | 0.18% | Q3 2017 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.18% | 0.34% | 0.51% | Q2 2013 | Q3 2017 | 18 |
Verity & Verity, LLC | 18 | 18 | 0.86% | 1.27% | 1.93% | Q4 2014 | Q1 2019 | 18 |
Capital International, Inc./CA/ | 18 | 18 | 0.01% | 0.19% | 0.34% | Q3 2015 | Q4 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.20% | 0.50% | Q2 2013 | Q3 2014 | 18 |
CUMBERLAND ADVISORS INC | 11 | 7 | 0.08% | 0.40% | 1.10% | Q4 2018 | Q2 2023 | 18 |
Narwhal Capital Management | 18 | 18 | 0.39% | 0.56% | 0.71% | Q4 2014 | Q1 2019 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.03% | 0.08% | 0.31% | Q4 2013 | Q1 2021 | 18 |
PICTET BANK & TRUST Ltd | 18 | 18 | 0.09% | 1.02% | 2.36% | Q4 2013 | Q1 2018 | 18 |
Family Capital Trust Co | 18 | 18 | 0.00% | 0.20% | 1.18% | Q2 2013 | Q3 2017 | 18 |
CAAS CAPITAL MANAGEMENT LP | 7 | 2 | 0.00% | 0.14% | 0.58% | Q2 2020 | Q3 2022 | 18 |
IMPAX ASSET MANAGEMENT LLC | 14 | 4 | 0.02% | 0.72% | 2.11% | Q2 2013 | Q2 2018 | 18 |
TIRSCHWELL & LOEWY INC | 18 | 18 | 0.06% | 1.16% | 2.00% | Q2 2013 | Q3 2017 | 18 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 2 | 0.01% | 0.33% | 0.73% | Q2 2016 | Q4 2021 | 18 |
Perkins Coie Trust Co | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 18 |
Carnegie Capital Asset Management, LLC | 6 | 1 | 0.01% | 0.24% | 0.73% | Q2 2013 | Q3 2023 | 18 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Bristlecone Advisors, LLC | 17 | 17 | 0.08% | 0.29% | 0.51% | Q4 2015 | Q4 2019 | 17 |
Grassi Investment Management | 11 | 6 | 0.07% | 0.30% | 0.78% | Q2 2014 | Q1 2019 | 17 |
Grove Bank & Trust | 13 | 4 | 0.00% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 17 |
Azimuth Capital Management LLC | 12 | 5 | 0.02% | 0.08% | 0.18% | Q1 2014 | Q1 2019 | 17 |
LUCAS CAPITAL MANAGEMENT | 10 | 7 | 0.07% | 1.53% | 3.69% | Q1 2013 | Q2 2017 | 17 |
QUANTUM CAPITAL MANAGEMENT | 17 | 17 | 0.08% | 0.26% | 0.48% | Q2 2013 | Q2 2017 | 17 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.01% | 0.13% | 0.51% | Q3 2014 | Q1 2023 | 17 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
Capital International Investors | 17 | 17 | 0.02% | 0.47% | 0.85% | Q3 2015 | Q3 2019 | 17 |
Mn Services Vermogensbeheer B.V. | 17 | 17 | 0.03% | 0.21% | 0.30% | Q1 2016 | Q1 2020 | 17 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 12 | 5 | 0.00% | 0.09% | 0.34% | Q2 2013 | Q3 2020 | 17 |
Partnervest Advisory Services LLC | 17 | 17 | 0.09% | 0.21% | 0.43% | Q2 2013 | Q2 2017 | 17 |
FORTEM FINANCIAL GROUP, LLC | 15 | 15 | 0.00% | 0.75% | 1.73% | Q1 2020 | Q3 2023 | 17 |
CIDEL ASSET MANAGEMENT INC | 17 | 17 | 0.14% | 0.42% | 0.65% | Q4 2014 | Q4 2018 | 17 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 16 | 1 | 0.00% | 0.23% | 0.28% | Q2 2013 | Q1 2019 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.00% | 0.21% | 0.32% | Q2 2013 | Q2 2017 | 17 |
INTACT INVESTMENT MANAGEMENT INC. | 11 | 6 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q4 2019 | 17 |
D'Orazio & Associates, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 17 |
Avantax Planning Partners, Inc. | 8 | 1 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q2 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.08% | 0.20% | Q4 2018 | Q4 2022 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q1 2022 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.31% | 1.10% | Q4 2018 | Q3 2023 | 17 |
Cohen Capital Management, Inc. | 17 | 17 | 0.18% | 0.27% | 0.35% | Q2 2013 | Q2 2017 | 17 |
Mutual Advisors, LLC | 9 | 8 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 17 |
Summit Financial Wealth Advisors, LLC | 17 | 17 | 0.09% | 0.40% | 0.79% | Q4 2015 | Q4 2019 | 17 |
Pinnacle Bancorp, Inc. | 10 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 17 |
PRENTISS SMITH & CO INC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 17 |
IMA Wealth, Inc. | 8 | 2 | 0.00% | 0.11% | 0.31% | Q1 2014 | Q2 2020 | 17 |
EP Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.64% | 1.66% | Q2 2013 | Q3 2023 | 17 |
Chesley Taft & Associates LLC | 10 | 7 | 0.03% | 0.27% | 0.78% | Q2 2013 | Q2 2019 | 17 |
IMS Capital Management | 15 | 2 | 0.15% | 0.74% | 1.30% | Q1 2015 | Q4 2019 | 17 |
InterOcean Capital, LLC | 14 | 3 | 0.05% | 0.96% | 1.75% | Q1 2014 | Q2 2020 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.02% | 0.27% | 0.89% | Q4 2019 | Q4 2023 | 17 |
American National Registered Investment Advisor, Inc. | 17 | 17 | 0.19% | 0.31% | 0.45% | Q2 2013 | Q2 2017 | 17 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10 | 1 | 0.03% | 0.21% | 0.50% | Q2 2013 | Q4 2019 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2017 | 17 |
ASSOCIATED BANC-CORP | 17 | 17 | 0.00% | 0.16% | 0.68% | Q1 2017 | Q1 2021 | 17 |
DAVIS R M INC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 17 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 9 | 8 | 0.15% | 0.41% | 0.60% | Q3 2015 | Q4 2019 | 17 |
BRINKER CAPITAL INC | 15 | 2 | 0.03% | 0.16% | 0.28% | Q4 2015 | Q1 2020 | 17 |
COLRAIN CAPITAL LLC | 16 | 1 | 0.24% | 1.23% | 2.39% | Q2 2013 | Q4 2019 | 17 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 2 | 0.00% | 0.04% | 0.18% | Q4 2015 | Q2 2021 | 17 |
Edgestream Partners, L.P. | 10 | 1 | 0.04% | 0.28% | 0.64% | Q3 2018 | Q3 2023 | 17 |
HONEYWELL INTERNATIONAL INC | 17 | 17 | 0.23% | 0.88% | 1.31% | Q2 2013 | Q2 2017 | 17 |
NWAM LLC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 17 |
PECAUT & CO. | 17 | 17 | 0.06% | 0.27% | 1.12% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q1 2022 | 17 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q2 2017 | 17 |
Sculptor Capital LP | 7 | 1 | 0.01% | 0.15% | 0.57% | Q2 2013 | Q3 2016 | 17 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.05% | 0.22% | Q4 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.10% | 0.16% | 0.29% | Q2 2013 | Q2 2017 | 17 |
BOSTON ADVISORS LLC | 16 | 1 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q4 2017 | 17 |
Apriem Advisors | 16 | 1 | 0.00% | 0.65% | 1.47% | Q2 2013 | Q2 2018 | 17 |
Capital International Sarl | 17 | 17 | 0.04% | 0.47% | 0.71% | Q3 2015 | Q3 2019 | 17 |
CAPITAL INTERNATIONAL LTD /CA/ | 17 | 17 | 0.04% | 0.73% | 1.33% | Q3 2015 | Q3 2019 | 17 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2022 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 17 |
BEACON TRUST CO | 17 | 17 | 0.16% | 0.36% | 1.31% | Q1 2013 | Q1 2017 | 17 |
Shoker Investment Counsel, Inc. | 12 | 1 | 0.17% | 0.39% | 0.49% | Q4 2013 | Q1 2019 | 17 |
ATWOOD & PALMER INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Kimelman & Baird, LLC | 9 | 8 | 0.40% | 1.20% | 1.85% | Q2 2013 | Q3 2017 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ExodusPoint Capital Management, LP | 11 | 1 | 0.00% | 0.19% | 0.85% | Q1 2019 | Q3 2023 | 17 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.06% | 0.18% | Q3 2013 | Q2 2023 | 17 |
Integrated Wealth Concepts LLC | 10 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 17 |
PITCAIRN CO | 14 | 1 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 17 |
WESTPORT ASSET MANAGEMENT INC | 17 | 17 | 0.05% | 0.18% | 0.32% | Q3 2019 | Q3 2023 | 17 |
Van Hulzen Asset Management, LLC | 9 | 2 | 0.05% | 1.40% | 3.36% | Q1 2014 | Q2 2019 | 17 |
DAVIS SELECTED ADVISERS | 12 | 5 | 0.26% | 1.50% | 2.80% | Q2 2013 | Q2 2018 | 17 |
Janney Capital Management LLC | 17 | 17 | 0.00% | 0.49% | 0.74% | Q2 2013 | Q2 2017 | 17 |
Zweig-DiMenna Associates LLC | 10 | 1 | 0.01% | 1.38% | 4.48% | Q2 2013 | Q3 2023 | 17 |
BAR HARBOR WEALTH MANAGEMENT | 17 | 17 | 0.03% | 0.09% | 0.11% | Q1 2013 | Q1 2017 | 17 |
Busey Bank | 8 | 1 | 0.00% | 0.23% | 0.79% | Q4 2013 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 8 | 2 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q2 2017 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.20% | 0.25% | 0.33% | Q2 2013 | Q1 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
GREATMARK INVESTMENT PARTNERS, INC. | 16 | 16 | 0.07% | 0.25% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Simmons Bank | 16 | 16 | 0.02% | 0.11% | 0.23% | Q1 2016 | Q4 2019 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.07% | 0.14% | Q2 2010 | Q3 2023 | 16 |
Calamos Wealth Management LLC | 15 | 1 | 0.17% | 0.47% | 0.81% | Q2 2013 | Q3 2023 | 16 |
THOMASPARTNERS, INC. | 16 | 16 | 0.00% | 1.44% | 1.99% | Q2 2014 | Q1 2018 | 16 |
Laurel Wealth Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 10 | 5 | 0.01% | 0.08% | 0.27% | Q4 2018 | Q3 2023 | 16 |
Hirtle Callaghan & Co LLC | 10 | 6 | 0.00% | 0.07% | 0.16% | Q3 2013 | Q3 2017 | 16 |
Caprock Group, LLC | 9 | 7 | 0.04% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 16 |
Capital Wealth Planning, LLC | 9 | 1 | 0.00% | 0.20% | 0.92% | Q3 2013 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 9 | 7 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 16 |
Private Capital Advisors, Inc. | 10 | 1 | 0.02% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 16 |
Sageworth Trust Co | 14 | 1 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q1 2023 | 16 |
Crestwood Advisors Group, LLC | 16 | 16 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q1 2017 | 16 |
CIBC BANK USA | 15 | 1 | 0.04% | 0.32% | 0.48% | Q2 2014 | Q4 2019 | 16 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BTC Capital Management, Inc. | 10 | 6 | 0.04% | 0.23% | 0.41% | Q3 2015 | Q4 2019 | 16 |
Whitegate Investment Counselors, Inc. | 15 | 1 | 0.11% | 0.25% | 0.38% | Q1 2014 | Q4 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
STONERIDGE INVESTMENT PARTNERS LLC | 8 | 2 | 0.05% | 0.76% | 1.43% | Q2 2013 | Q2 2020 | 16 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 15 | 1 | 0.00% | 0.00% | 0.05% | Q3 2019 | Q3 2023 | 16 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 4 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q4 2022 | 16 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 16 | 16 | 1.19% | 1.53% | 1.92% | Q1 2016 | Q4 2019 | 16 |
ARGI Investment Services, LLC | 10 | 2 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2022 | 16 |
Regal Investment Advisors LLC | 10 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 16 |
Symmetry Partners, LLC | 14 | 2 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q4 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.10% | 0.21% | Q4 2016 | Q4 2022 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2022 | 16 |
PIERSHALE FINANCIAL GROUP, INC. | 14 | 2 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2023 | 16 |
EAGLE GLOBAL ADVISORS LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Quantamental Technologies LLC | 6 | 2 | 0.13% | 0.54% | 1.17% | Q4 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.05% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q1 2017 | 16 |
WADE G W & INC | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2014 | Q3 2018 | 16 |
Teza Capital Management LLC | 8 | 1 | 0.07% | 0.39% | 0.71% | Q1 2017 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.03% | 0.08% | 0.17% | Q3 2013 | Q3 2017 | 16 |
Wellington Shields & Co., LLC | 16 | 16 | 0.09% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 16 |
DFPG INVESTMENTS, LLC | 16 | 16 | 0.14% | 1.55% | 4.73% | Q4 2019 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.14% | 0.20% | 0.27% | Q1 2014 | Q4 2017 | 16 |
True North Advisors, LLC | 16 | 16 | 0.06% | 0.46% | 1.05% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q1 2017 | 16 |
New Capital Management LP | 11 | 1 | 0.00% | 0.09% | 0.25% | Q4 2016 | Q1 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 1.31% | 2.47% | 3.54% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
GREAT LAKES ADVISORS, LLC | 6 | 1 | 0.01% | 0.23% | 1.00% | Q2 2013 | Q4 2022 | 16 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2020 | 16 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 16 |
RMB Capital Management, LLC | 11 | 5 | 0.01% | 0.05% | 0.22% | Q2 2017 | Q1 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.03% | 0.18% | 0.28% | Q2 2013 | Q1 2017 | 16 |
AGF Investments America Inc. | 16 | 16 | 0.05% | 0.17% | 0.54% | Q3 2011 | Q2 2015 | 16 |
Geneva Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 16 |
Numeric Investors LLC | 9 | 7 | 0.00% | 0.10% | 0.74% | Q3 2013 | Q4 2017 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.83% | 1.26% | 1.62% | Q2 2013 | Q1 2017 | 16 |
Bangor Savings Bank | 9 | 1 | 0.00% | 0.17% | 0.45% | Q2 2013 | Q3 2023 | 16 |
Field & Main Bank | 7 | 1 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q2 2020 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 16 |
Blue Chip Partners, LLC | 16 | 16 | 0.62% | 1.42% | 2.03% | Q4 2014 | Q3 2018 | 16 |
Highstreet Asset Management Inc. | 9 | 7 | 0.02% | 0.17% | 0.49% | Q2 2014 | Q4 2019 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 16 |
INSIGHT 2811, INC. | 13 | 1 | 0.00% | 0.18% | 0.44% | Q2 2013 | Q1 2017 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Quinn Opportunity Partners LLC | 10 | 6 | 0.09% | 0.58% | 1.88% | Q2 2019 | Q3 2023 | 16 |
RFG HOLDINGS, INC. | 12 | 12 | 0.01% | 0.59% | 2.16% | Q4 2020 | Q3 2023 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q1 2017 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.03% | 0.13% | 0.45% | Q2 2013 | Q1 2017 | 16 |
Keystone Financial Planning, Inc. | 14 | 1 | 0.39% | 2.68% | 3.91% | Q1 2014 | Q1 2018 | 15 |
Maryland Capital Management | 9 | 6 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2019 | 15 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.07% | 0.13% | 0.16% | Q3 2011 | Q3 2015 | 15 |
Equitable Holdings, Inc. | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 15 | 15 | 0.20% | 0.70% | 1.14% | Q1 2020 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.07% | 0.41% | Q2 2014 | Q4 2017 | 15 |
FRONTIER INVESTMENT MGMT CO | 8 | 3 | 0.03% | 0.25% | 0.80% | Q1 2014 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q4 2016 | 15 |
Maple Capital Management, Inc. | 15 | 15 | 0.29% | 1.04% | 1.38% | Q3 2015 | Q1 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.30% | 0.38% | 0.51% | Q2 2013 | Q4 2016 | 15 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 8 | 2 | 0.03% | 0.30% | 0.47% | Q3 2013 | Q4 2019 | 15 |
Altavista Wealth Management, Inc. | 15 | 15 | 0.11% | 0.44% | 0.87% | Q2 2014 | Q4 2017 | 15 |
CHELSEA COUNSEL CO | 15 | 15 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q4 2016 | 15 |
WRAPMANAGER INC | 15 | 15 | 0.11% | 0.41% | 0.66% | Q2 2016 | Q4 2019 | 15 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 15 | 15 | 0.06% | 0.46% | 0.72% | Q2 2013 | Q4 2016 | 15 |
VIKING FUND MANAGEMENT LLC | 13 | 1 | 0.40% | 0.80% | 2.17% | Q2 2013 | Q4 2019 | 15 |
Natixis Investment Managers International | 12 | 3 | 0.05% | 0.07% | 0.14% | Q4 2014 | Q3 2018 | 15 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.04% | 0.34% | 4.00% | Q2 2018 | Q1 2023 | 15 |
Skaana Management L.P. | 4 | 1 | 0.11% | 5.43% | 11.46% | Q4 2021 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Retirement Planning Group, LLC | 8 | 7 | 0.02% | 0.06% | 0.15% | Q1 2018 | Q3 2023 | 15 |
CYPRESS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.07% | 0.73% | 1.76% | Q4 2015 | Q2 2019 | 15 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.41% | 1.31% | Q4 2015 | Q1 2022 | 15 |
Barrett Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 15 |
Zurich Insurance Group Ltd/FI | 10 | 1 | 0.12% | 0.23% | 0.31% | Q3 2015 | Q3 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.21% | 0.25% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Alta Advisers Ltd | 7 | 3 | 0.08% | 1.88% | 4.25% | Q2 2013 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.34% | 0.45% | 0.58% | Q2 2013 | Q4 2016 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.40% | 1.20% | Q4 2013 | Q2 2022 | 15 |
Capula Management Ltd | 3 | 1 | 0.01% | 0.06% | 0.18% | Q3 2019 | Q3 2022 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q1 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.24% | 0.32% | 0.43% | Q2 2013 | Q4 2016 | 15 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.05% | 0.20% | Q2 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.22% | 0.29% | 0.38% | Q2 2013 | Q4 2016 | 15 |
Telos Capital Management, Inc. | 15 | 15 | 0.11% | 0.24% | 0.38% | Q2 2013 | Q4 2016 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 1 | 0.05% | 0.35% | 0.86% | Q3 2018 | Q2 2023 | 15 |
Empirical Finance, LLC | 10 | 1 | 0.02% | 0.15% | 0.40% | Q4 2016 | Q3 2023 | 15 |
MOODY LYNN & LIEBERSON, LLC | 15 | 15 | 0.05% | 0.75% | 1.30% | Q2 2013 | Q4 2016 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 15 |
M.D. Sass, Inc. | 12 | 3 | 0.02% | 0.61% | 2.12% | Q2 2013 | Q2 2017 | 15 |
Penserra Capital Management LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 15 |
CenturyLink Investment Management Co | 8 | 3 | 0.01% | 0.31% | 0.76% | Q3 2013 | Q3 2017 | 15 |
LSV ASSET MANAGEMENT | 10 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2018 | 15 |
BlackRock Group LTD | 15 | 15 | 0.23% | 0.31% | 0.42% | Q2 2013 | Q4 2016 | 15 |
INGALLS & SNYDER LLC | 11 | 1 | 0.01% | 0.08% | 0.57% | Q2 2016 | Q3 2023 | 15 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.19% | 1.40% | Q4 2017 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CWA Asset Management Group, LLC | 5 | 1 | 0.02% | 0.09% | 0.38% | Q4 2015 | Q3 2023 | 15 |
Verdence Capital Advisors LLC | 8 | 7 | 0.05% | 0.19% | 0.44% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.07% | 0.10% | Q2 2016 | Q4 2019 | 15 |
BP CAPITAL FUND ADVISORS, LLC | 13 | 2 | 0.51% | 1.60% | 2.99% | Q4 2015 | Q4 2019 | 15 |
Ironwood Financial, llc | 7 | 4 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 15 |
Ridgewood Investments LLC | 13 | 2 | 0.00% | 0.66% | 1.03% | Q4 2016 | Q2 2023 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Holocene Advisors, LP | 4 | 1 | 0.00% | 0.11% | 0.41% | Q4 2017 | Q2 2023 | 15 |
GFG Capital, LLC | 9 | 6 | 0.08% | 0.29% | 0.87% | Q4 2019 | Q3 2023 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2022 | 15 |
PREMIER ASSET MANAGEMENT LLC | 11 | 1 | 0.12% | 0.15% | 0.23% | Q1 2014 | Q4 2019 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 2 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2022 | 15 |
BRAVE ASSET MANAGEMENT INC | 11 | 3 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q2 2020 | 14 |
TIEDEMANN ADVISORS, LLC | 7 | 3 | 0.01% | 0.05% | 0.14% | Q3 2016 | Q4 2022 | 14 |
STOCK YARDS BANK & TRUST CO | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 14 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 3 | 0.08% | 0.54% | 1.81% | Q1 2018 | Q2 2023 | 14 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q2 2023 | 14 |
Krilogy Financial LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 14 |
Roble, Belko & Company, Inc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
WOODSTOCK CORP | 8 | 1 | 0.03% | 0.09% | 0.32% | Q3 2019 | Q4 2023 | 14 |
Cascade Investment Advisors, Inc. | 13 | 1 | 0.01% | 0.46% | 0.92% | Q2 2016 | Q4 2019 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OLD REPUBLIC INTERNATIONAL CORP | 9 | 5 | 0.15% | 0.81% | 1.30% | Q2 2014 | Q4 2019 | 14 |
TOBAM | 14 | 14 | 0.00% | 0.28% | 0.88% | Q2 2020 | Q3 2023 | 14 |
Homrich & Berg | 13 | 1 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 14 |
Covestor Ltd | 8 | 8 | 0.00% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.00% | 0.50% | 0.89% | Q1 2017 | Q2 2020 | 14 |
MONTAG & CALDWELL, LLC | 14 | 14 | 0.93% | 2.03% | 3.75% | Q2 2013 | Q3 2016 | 14 |
TIAA, FSB | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2022 | 14 |
abrdn Investment Management Ltd | 8 | 1 | 0.01% | 0.45% | 1.24% | Q2 2013 | Q2 2017 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
MANNING & NAPIER ADVISORS LLC | 8 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 14 |
DEERE & CO | 14 | 14 | 0.09% | 0.25% | 0.38% | Q2 2013 | Q3 2016 | 14 |
Marathon Trading Investment Management LLC | 5 | 1 | 0.01% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 14 |
IMC-Chicago, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
CastleArk Alternatives, LLC | 5 | 1 | 0.01% | 2.28% | 5.33% | Q4 2017 | Q3 2022 | 14 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.02% | 0.40% | 0.78% | Q2 2013 | Q3 2023 | 14 |
Steinberg Global Asset Management | 14 | 14 | 0.71% | 0.89% | 1.09% | Q4 2015 | Q1 2019 | 14 |
Jupiter Investment Management Ltd | 9 | 1 | 0.00% | 0.16% | 0.67% | Q2 2013 | Q4 2019 | 14 |
Lido Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 14 |
AGF Investments LLC | 14 | 14 | 0.02% | 0.19% | 0.44% | Q4 2016 | Q1 2020 | 14 |
Notis-McConarty Edward | 14 | 14 | 0.13% | 0.38% | 0.57% | Q4 2013 | Q1 2017 | 14 |
Core Alternative Capital | 14 | 14 | 0.00% | 0.58% | 1.20% | Q4 2019 | Q1 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 7 | 1 | 0.00% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 14 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 10 | 4 | 0.00% | 0.04% | 0.14% | Q1 2015 | Q3 2018 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 7 | 3 | 0.00% | 0.12% | 0.47% | Q1 2018 | Q3 2023 | 14 |
CAMBIAR INVESTORS LLC | 11 | 3 | 0.82% | 1.25% | 2.34% | Q1 2013 | Q3 2018 | 14 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 9 | 1 | 0.01% | 0.33% | 0.82% | Q3 2014 | Q4 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q3 2016 | 14 |
NVWM, LLC | 9 | 5 | 0.00% | 0.15% | 0.45% | Q4 2017 | Q3 2023 | 14 |
AMG National Trust Bank | 11 | 3 | 0.05% | 0.23% | 0.43% | Q1 2018 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.16% | 0.28% | 0.44% | Q2 2013 | Q3 2016 | 14 |
Impala Asset Management LLC | 14 | 14 | 0.06% | 1.54% | 4.14% | Q2 2013 | Q3 2016 | 14 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 5 | 0.04% | 1.22% | 4.37% | Q1 2019 | Q3 2023 | 14 |
Winning Points Advisors, LLC | 9 | 5 | 0.26% | 0.59% | 0.94% | Q3 2019 | Q1 2023 | 14 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 1 | 0.01% | 0.37% | 0.60% | Q1 2018 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.08% | 0.50% | 1.29% | Q2 2013 | Q3 2016 | 14 |
Tidal Investments LLC | 14 | 14 | 0.04% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 1 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q4 2017 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 3 | 0.01% | 0.03% | 0.18% | Q3 2018 | Q3 2023 | 14 |
TOWERVIEW LLC | 14 | 14 | 0.89% | 1.25% | 1.50% | Q1 2014 | Q2 2017 | 14 |
PATTON ALBERTSON MILLER GROUP, LLC | 13 | 1 | 0.01% | 0.42% | 0.78% | Q1 2014 | Q3 2018 | 14 |
Consolidated Investment Group LLC | 14 | 14 | 0.59% | 0.95% | 1.40% | Q2 2013 | Q3 2016 | 14 |
First Personal Financial Services | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
BAILARD, INC. | 14 | 14 | 0.07% | 0.12% | 0.18% | Q2 2016 | Q3 2019 | 14 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 14 | 14 | 0.84% | 1.32% | 2.00% | Q4 2015 | Q1 2019 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.02% | 0.13% | 0.28% | Q1 2017 | Q2 2020 | 14 |
Peloton Wealth Strategists | 8 | 6 | 1.02% | 1.75% | 2.12% | Q2 2014 | Q4 2017 | 14 |
COWEN AND COMPANY, LLC | 5 | 4 | 0.00% | 0.06% | 0.26% | Q3 2019 | Q4 2021 | 13 |
PAYDEN & RYGEL | 9 | 2 | 0.00% | 0.24% | 1.00% | Q4 2015 | Q3 2021 | 13 |
FULLER & THALER ASSET MANAGEMENT, INC. | 7 | 2 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2020 | 13 |
PALISADE CAPITAL MANAGEMENT, LP | 13 | 13 | 0.12% | 0.20% | 0.27% | Q4 2012 | Q4 2015 | 13 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 13 |
Harfst & Associates, Inc. | 10 | 1 | 0.07% | 0.20% | 0.51% | Q3 2015 | Q2 2019 | 13 |
CENTRAL SECURITIES CORP | 13 | 13 | 1.34% | 1.92% | 2.20% | Q2 2014 | Q2 2017 | 13 |
ArrowMark Colorado Holdings LLC | 13 | 13 | 0.01% | 0.24% | 0.47% | Q2 2013 | Q2 2016 | 13 |
CPWM, LLC | 7 | 2 | 0.06% | 0.09% | 0.14% | Q3 2015 | Q4 2019 | 13 |
Empire Life Investments Inc. | 13 | 13 | 0.70% | 1.42% | 2.86% | Q1 2017 | Q1 2020 | 13 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 1 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 13 |
PagnatoKarp Partners LLC | 13 | 13 | 0.08% | 0.19% | 0.31% | Q4 2016 | Q4 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.30% | 0.98% | 1.36% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 13 |
Knights of Columbus Asset Advisors LLC | 13 | 13 | 0.06% | 1.04% | 1.33% | Q1 2017 | Q1 2020 | 13 |
AlphaCrest Capital Management LLC | 6 | 3 | 0.02% | 0.09% | 0.26% | Q4 2018 | Q2 2022 | 13 |
SSI INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q1 2019 | 13 |
Financial Advantage, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Cheyne Capital Management (UK) LLP | 12 | 12 | 0.13% | 3.44% | 11.59% | Q4 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 13 |
SEIZERT CAPITAL PARTNERS, LLC | 13 | 13 | 0.24% | 0.89% | 1.52% | Q2 2013 | Q2 2016 | 13 |
Amundi | 10 | 10 | 0.00% | 0.09% | 0.25% | Q2 2021 | Q3 2023 | 13 |
Aston Asset Management, LLC | 13 | 13 | 1.00% | 1.62% | 2.65% | Q2 2013 | Q2 2016 | 13 |
Fiera Capital Corp | 7 | 1 | 0.00% | 0.21% | 0.94% | Q2 2013 | Q2 2018 | 13 |
Richard Bernstein Advisors LLC | 5 | 1 | 0.02% | 0.22% | 0.44% | Q1 2016 | Q3 2023 | 13 |
FORVIS Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2019 | 13 |
PGGM Investments | 9 | 2 | 0.00% | 0.23% | 0.43% | Q1 2013 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 8 | 3 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q2 2023 | 13 |
Well Done, LLC | 7 | 6 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q3 2023 | 13 |
OSTERWEIS CAPITAL MANAGEMENT INC | 10 | 1 | 0.00% | 2.19% | 3.13% | Q2 2013 | Q4 2022 | 13 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 6 | 0.02% | 0.08% | 0.55% | Q2 2013 | Q4 2018 | 13 |
FACTORY MUTUAL INSURANCE CO | 12 | 1 | 0.06% | 0.30% | 0.39% | Q4 2015 | Q3 2019 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.07% | 0.18% | Q2 2016 | Q2 2019 | 13 |
LBA Wealth Management, LLC | 13 | 13 | 0.01% | 0.11% | 0.20% | Q1 2014 | Q1 2017 | 13 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 13 |
AJO, LP | 8 | 5 | 0.00% | 0.41% | 1.37% | Q2 2013 | Q4 2019 | 13 |
NOVARE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.07% | 0.45% | 0.89% | Q1 2016 | Q1 2019 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 13 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 4 | 0.01% | 0.19% | 0.53% | Q3 2014 | Q3 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.05% | 0.44% | Q3 2019 | Q3 2022 | 13 |
WADDELL & REED FINANCIAL INC | 13 | 13 | 0.02% | 0.52% | 1.09% | Q2 2013 | Q2 2016 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.21% | 0.79% | 1.18% | Q2 2013 | Q2 2016 | 13 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 6 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2017 | 13 |
Burgundy Asset Management Ltd. | 13 | 13 | 1.77% | 2.36% | 2.73% | Q2 2013 | Q2 2016 | 13 |
BENNICAS & ASSOCIATES, INC. | 13 | 13 | 0.24% | 0.63% | 1.17% | Q4 2019 | Q4 2022 | 13 |
Prospera Financial Services Inc | 8 | 1 | 0.02% | 0.06% | 0.21% | Q4 2014 | Q3 2023 | 13 |
Sciencast Management LP | 3 | 1 | 0.07% | 0.29% | 0.50% | Q1 2016 | Q2 2022 | 13 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 1 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q4 2017 | 13 |
ADVENT CAPITAL MANAGEMENT /DE/ | 7 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q1 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.33% | 0.50% | 0.61% | Q2 2013 | Q2 2016 | 13 |
STERLING INVESTMENT MANAGEMENT, LLC | 11 | 2 | 1.72% | 3.39% | 4.85% | Q2 2013 | Q3 2023 | 13 |
ORRSTOWN FINANCIAL SERVICES INC | 11 | 2 | 0.00% | 0.69% | 1.22% | Q1 2016 | Q3 2019 | 13 |
Blume Capital Management, Inc. | 7 | 6 | 0.00% | 0.74% | 3.32% | Q1 2014 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.68% | 1.63% | Q2 2013 | Q3 2018 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.00% | 0.06% | 0.11% | Q1 2017 | Q1 2020 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Yakira Capital Management, Inc. | 7 | 6 | 0.05% | 0.34% | 0.78% | Q2 2014 | Q1 2021 | 13 |
BAINCO INTERNATIONAL INVESTORS | 12 | 1 | 0.00% | 0.84% | 1.11% | Q1 2013 | Q1 2020 | 13 |
Truehand, Inc | 13 | 13 | 0.01% | 0.11% | 0.28% | Q4 2018 | Q4 2021 | 13 |
J.P. Marvel Investment Advisors, LLC | 8 | 5 | 0.31% | 0.56% | 0.77% | Q3 2013 | Q4 2016 | 13 |
NAPLES GLOBAL ADVISORS, LLC | 13 | 13 | 0.08% | 0.27% | 0.37% | Q2 2016 | Q2 2019 | 13 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.10% | 0.55% | Q1 2014 | Q2 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.10% | 0.30% | 0.50% | Q2 2013 | Q2 2016 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 2 | 0.01% | 0.71% | 1.06% | Q1 2013 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q4 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2018 | 13 |
Chicago Partners Investment Group LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 13 |
TOWNSQUARE CAPITAL LLC | 13 | 13 | 0.01% | 0.15% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Donoghue Forlines LLC | 6 | 2 | 0.16% | 0.87% | 1.82% | Q2 2017 | Q3 2023 | 12 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q1 2019 | 12 |
KGH Ltd | 4 | 1 | 0.01% | 0.69% | 2.28% | Q2 2013 | Q1 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 5 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q4 2018 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Shay Capital LLC | 3 | 2 | 0.02% | 0.19% | 0.55% | Q2 2021 | Q3 2023 | 12 |
Bell & Brown Wealth Advisors, LLC | 8 | 4 | 0.40% | 1.85% | 3.95% | Q4 2019 | Q2 2023 | 12 |
Stanley-Laman Group, Ltd. | 11 | 1 | 0.21% | 0.37% | 0.63% | Q1 2014 | Q1 2017 | 12 |
Beacon Pointe Advisors, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 7 | 1 | 0.01% | 0.13% | 0.84% | Q4 2013 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 8 | 4 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 7 | 1 | 0.02% | 0.05% | 0.15% | Q2 2014 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.00% | 0.31% | 1.89% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
GENERAL AMERICAN INVESTORS CO INC | 12 | 12 | 0.27% | 1.02% | 1.28% | Q2 2013 | Q1 2016 | 12 |
NewFocus Financial Group, LLC | 12 | 12 | 1.04% | 1.79% | 2.81% | Q4 2013 | Q3 2016 | 12 |
Baltimore-Washington Financial Advisors, Inc. | 12 | 12 | 1.29% | 1.55% | 1.94% | Q4 2013 | Q3 2016 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
X-Square Capital, LLC | 12 | 12 | 0.31% | 0.97% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Tufton Capital Management | 8 | 1 | 0.05% | 0.10% | 0.30% | Q2 2013 | Q1 2019 | 12 |
MUFG Securities EMEA plc | 5 | 1 | 0.01% | 0.27% | 0.96% | Q2 2017 | Q3 2021 | 12 |
KEELEY ASSET MANAGEMENT CORP | 12 | 12 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q4 2016 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 5 | 0.01% | 0.10% | 0.44% | Q1 2019 | Q3 2023 | 12 |
Palouse Capital Management, Inc. | 12 | 12 | 1.51% | 2.08% | 2.52% | Q1 2017 | Q4 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Buckley Wealth Management, LLC | 12 | 12 | 0.10% | 0.51% | 0.75% | Q4 2017 | Q3 2020 | 12 |
A.R.T. Advisors, LLC | 2 | 1 | 0.06% | 0.44% | 1.65% | Q3 2013 | Q1 2021 | 12 |
First National Bank of South Miami | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 11 | 1 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 12 |
WASHINGTON STATE INVESTMENT BOARD | 12 | 12 | 3.79% | 4.18% | 4.78% | Q2 2013 | Q1 2016 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
SECOR Capital Advisors, LP | 3 | 1 | 0.01% | 0.22% | 0.80% | Q1 2015 | Q2 2018 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.16% | 0.25% | 0.34% | Q2 2013 | Q1 2016 | 12 |
SUMMIT CAPITAL MANAGEMENT LLC | 12 | 12 | 1.72% | 2.49% | 3.75% | Q2 2013 | Q1 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.04% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Resource Management, LLC | 9 | 3 | 0.03% | 0.12% | 0.21% | Q4 2017 | Q3 2021 | 12 |
Hawkins Capital L.P. | 9 | 9 | 0.01% | 2.78% | 8.47% | Q4 2015 | Q4 2017 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.08% | 0.26% | Q4 2017 | Q1 2021 | 12 |
Waverly Advisors, LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q4 2017 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2012 | Q3 2015 | 12 |
BEACH INVESTMENT COUNSEL INC/PA | 11 | 1 | 0.03% | 0.16% | 0.76% | Q1 2013 | Q3 2023 | 12 |
Vectors Research Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 12 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.09% | 0.56% | Q2 2013 | Q1 2018 | 12 |
FRG Family Wealth Advisors LLC | 12 | 12 | 0.08% | 0.38% | 0.60% | Q4 2015 | Q3 2018 | 12 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Credit Capital Investments LLC | 8 | 1 | 0.28% | 0.53% | 0.73% | Q4 2016 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 12 |
MILES CAPITAL, INC. | 12 | 12 | 0.42% | 0.89% | 1.16% | Q2 2013 | Q1 2016 | 12 |
SIMON QUICK ADVISORS, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2022 | 12 |
KWMG, LLC | 8 | 4 | 0.00% | 0.12% | 0.25% | Q4 2014 | Q1 2019 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 1 | 0.03% | 0.14% | 0.96% | Q2 2013 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.21% | 0.30% | 0.40% | Q2 2013 | Q1 2016 | 12 |
Cambria Investment Management, L.P. | 10 | 2 | 0.50% | 0.70% | 1.08% | Q2 2017 | Q3 2023 | 12 |
Yellowstone Partners, LLC | 12 | 12 | 0.12% | 0.47% | 0.85% | Q4 2013 | Q3 2016 | 12 |
LINCOLN NATIONAL CORP | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.30% | 1.13% | Q2 2017 | Q1 2020 | 12 |
Smead Capital Management, Inc. | 9 | 3 | 2.03% | 6.47% | 9.20% | Q2 2019 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Harvest Fund Management Co., Ltd | 11 | 1 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 12 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 12 |
Icon Wealth Partners, LLC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q4 2017 | Q4 2020 | 12 |
Cullen Capital Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.11% | 0.35% | 0.49% | Q2 2013 | Q1 2016 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Clal Insurance Enterprises Holdings Ltd | 12 | 12 | 0.00% | 0.27% | 1.22% | Q2 2019 | Q1 2022 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Halpern Financial, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.23% | 0.32% | 0.46% | Q2 2013 | Q1 2016 | 12 |
INVERNESS COUNSEL LLC /NY/ | 12 | 12 | 0.02% | 1.44% | 2.66% | Q2 2013 | Q1 2016 | 12 |
Samsung Asset Management (New York), Inc. | 12 | 12 | 0.54% | 0.91% | 1.74% | Q2 2013 | Q1 2016 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.00% | 2.02% | 3.15% | Q2 2017 | Q1 2020 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.30% | 0.43% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Wellesley Investment Partners, LLC | 12 | 12 | 0.08% | 0.13% | 0.19% | Q4 2015 | Q3 2018 | 12 |
Alpha Omega Wealth Management LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 12 |
OUTFITTER ADVISORS, LTD. | 12 | 12 | 0.30% | 0.40% | 0.54% | Q2 2013 | Q1 2016 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 6 | 1 | 0.01% | 0.04% | 0.23% | Q4 2013 | Q4 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 11 |
Clearstead Trust, LLC | 6 | 5 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2019 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MU Investments Co., Ltd. | 10 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 11 |
Valentine Capital Asset Management, Inc. | 11 | 11 | 0.05% | 0.09% | 0.17% | Q4 2011 | Q2 2014 | 11 |
Poehling Capital Management, INC. | 11 | 11 | 0.24% | 1.54% | 2.59% | Q1 2021 | Q3 2023 | 11 |
Illinois Municipal Retirement Fund | 9 | 2 | 0.01% | 0.20% | 0.52% | Q4 2019 | Q3 2023 | 11 |
Belvedere Trading LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 11 |
Stadion Money Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2018 | 11 |
Soroban Capital Partners LP | 9 | 2 | 0.20% | 2.47% | 8.24% | Q3 2013 | Q4 2016 | 11 |
Artemis Investment Management LLP | 7 | 2 | 0.01% | 0.73% | 1.89% | Q2 2015 | Q2 2020 | 11 |
COUNTRY TRUST BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 11 |
Patriot Wealth Management, Inc. | 11 | 11 | 0.52% | 0.71% | 0.86% | Q4 2014 | Q2 2017 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Realta Investment Advisors | 7 | 4 | 0.06% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 11 |
NatWest Group plc | 10 | 1 | 0.02% | 0.16% | 0.38% | Q2 2013 | Q3 2016 | 11 |
Visium Asset Management, LP | 9 | 1 | 0.01% | 0.12% | 0.28% | Q2 2013 | Q4 2015 | 11 |
NORTH AMERICAN MANAGEMENT CORP | 11 | 11 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Opus Capital Group, LLC | 7 | 4 | 0.01% | 0.11% | 0.22% | Q4 2013 | Q1 2017 | 11 |
FOSTER & MOTLEY INC | 11 | 11 | 0.06% | 0.46% | 0.73% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Freemont Management S.A. | 7 | 4 | 0.03% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 11 |
WESPAC Advisors, LLC | 5 | 1 | 0.32% | 0.96% | 1.87% | Q1 2019 | Q3 2023 | 11 |
10-15 ASSOCIATES, INC. | 11 | 11 | 0.42% | 1.43% | 2.14% | Q2 2015 | Q4 2017 | 11 |
Quantinno Capital Management LP | 7 | 4 | 0.07% | 0.20% | 0.44% | Q1 2019 | Q3 2023 | 11 |
COMERICA SECURITIES,INC. | 7 | 4 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 11 |
Alpha Cubed Investments, LLC | 5 | 1 | 0.02% | 0.14% | 0.39% | Q4 2013 | Q3 2023 | 11 |
ALLEGHANY CORP /DE | 7 | 4 | 0.72% | 3.81% | 10.20% | Q2 2013 | Q4 2016 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
COWEN INC. | 3 | 1 | 0.00% | 0.05% | 0.27% | Q1 2013 | Q2 2019 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2020 | 11 |
AMG Funds LLC | 11 | 11 | 0.57% | 0.87% | 1.12% | Q3 2016 | Q1 2019 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.04% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Outlook Wealth Advisors, LLC | 7 | 4 | 0.08% | 0.22% | 0.55% | Q4 2018 | Q3 2023 | 11 |
Investors Capital Advisory Services | 11 | 11 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q2 2016 | 11 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.17% | 0.98% | Q2 2013 | Q4 2019 | 11 |
Buckingham Capital Management, Inc. | 11 | 11 | 0.07% | 0.30% | 0.49% | Q2 2013 | Q4 2015 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.07% | 0.14% | 0.19% | Q2 2016 | Q4 2018 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.20% | 0.34% | 0.46% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
International Value Advisers | 11 | 11 | 1.90% | 3.44% | 4.09% | Q2 2013 | Q4 2015 | 11 |
HARBOUR INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.60% | 0.75% | 0.89% | Q2 2013 | Q4 2015 | 11 |
Estate Counselors, LLC | 11 | 11 | 0.15% | 0.22% | 0.46% | Q1 2021 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.19% | 0.38% | 0.55% | Q2 2013 | Q4 2015 | 11 |
ACIMA PRIVATE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
COASTLAND CAPITAL LLC | 11 | 11 | 0.56% | 1.62% | 3.90% | Q4 2014 | Q2 2017 | 11 |
Community Financial Services Group, LLC | 7 | 2 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2016 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q1 2017 | 11 |
CG Asset Management LLC | 7 | 4 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q4 2016 | 11 |
QCM Cayman, Ltd. | 4 | 1 | 0.05% | 0.38% | 1.58% | Q3 2013 | Q1 2023 | 11 |
Oxbow Advisors, LLC | 7 | 1 | 0.03% | 0.08% | 0.17% | Q2 2016 | Q3 2023 | 11 |
PATRON PARTNERS, LLC | 7 | 4 | 0.14% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 11 |
Abbot Financial Management, Inc. | 11 | 11 | 0.21% | 0.77% | 1.07% | Q2 2017 | Q4 2019 | 11 |
BESSEMER SECURITIES LLC | 6 | 1 | 0.22% | 0.70% | 1.48% | Q4 2013 | Q3 2019 | 11 |
Icahn Capital | 11 | 11 | 3.55% | 6.25% | 9.60% | Q2 2019 | Q4 2021 | 11 |
Oliver Luxxe Assets LLC | 5 | 3 | 0.64% | 1.67% | 2.59% | Q4 2015 | Q2 2019 | 11 |
WELCH & FORBES LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2019 | 11 |
Capital Investment Advisory Services, LLC | 6 | 5 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 11 |
Strategic Advisors LLC | 9 | 2 | 0.13% | 1.08% | 1.85% | Q2 2013 | Q3 2018 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.15% | 0.23% | Q2 2014 | Q2 2018 | 11 |
Savior LLC | 7 | 4 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 11 |
Salient Capital Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2020 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Boulegeris Investments, Inc. | 10 | 1 | 0.17% | 0.43% | 1.00% | Q3 2014 | Q2 2018 | 11 |
B & T Capital Management DBA Alpha Capital Management | 7 | 4 | 0.18% | 0.41% | 0.56% | Q4 2015 | Q3 2023 | 11 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 11 | 11 | 0.12% | 0.23% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Carnick & Kubik, LLC | 11 | 11 | 0.22% | 0.58% | 0.96% | Q3 2013 | Q1 2016 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.64% | 0.90% | 1.16% | Q2 2013 | Q4 2015 | 11 |
Quotient Investors, LLC | 11 | 11 | 0.08% | 0.68% | 1.24% | Q2 2013 | Q4 2015 | 11 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 11 | 11 | 0.15% | 0.20% | 0.27% | Q2 2013 | Q4 2015 | 11 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.24% | 1.18% | 1.53% | Q2 2013 | Q1 2016 | 11 |
RBF Capital, LLC | 10 | 1 | 0.08% | 0.26% | 0.39% | Q2 2020 | Q3 2023 | 11 |
Zions Bancorporation | 11 | 11 | 0.11% | 0.21% | 0.26% | Q1 2015 | Q3 2017 | 11 |
Argentus Capital Management, LLC | 7 | 4 | 0.07% | 0.21% | 0.36% | Q4 2013 | Q3 2016 | 11 |
9258 Wealth Management, LLC | 7 | 4 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 11 |
SENTINEL TRUST CO LBA | 10 | 10 | 0.07% | 0.68% | 0.88% | Q2 2013 | Q3 2015 | 10 |
Jump Financial, LLC | 7 | 3 | 0.02% | 0.14% | 0.28% | Q1 2021 | Q3 2023 | 10 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 2 | 0.02% | 0.13% | 0.28% | Q4 2020 | Q2 2023 | 10 |
Atlantic Union Bankshares Corp | 9 | 1 | 0.03% | 0.55% | 0.68% | Q1 2014 | Q1 2017 | 10 |
Ashburton (Jersey) Ltd | 8 | 2 | 0.02% | 0.41% | 1.04% | Q4 2015 | Q3 2018 | 10 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.21% | 0.72% | 1.30% | Q2 2013 | Q3 2015 | 10 |
Artisan Partners Limited Partnership | 10 | 10 | 0.06% | 0.12% | 0.14% | Q4 2016 | Q1 2019 | 10 |
Meridian Wealth Management, LLC | 7 | 1 | 0.01% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 10 |
Price Wealth, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 4 | 0.00% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2019 | 10 |
OTTER CREEK MANAGEMENT INC | 10 | 10 | 0.79% | 1.32% | 2.52% | Q2 2013 | Q3 2015 | 10 |
HOEY INVESTMENTS, INC | 10 | 10 | 0.04% | 0.33% | 0.60% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.07% | 0.19% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Your Advocates Ltd., LLP | 10 | 10 | 0.05% | 0.12% | 0.22% | Q4 2019 | Q1 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q2 2022 | 10 |
Iowa State Bank | 10 | 10 | 0.15% | 0.24% | 0.30% | Q2 2013 | Q3 2015 | 10 |
SPHINX TRADING, LP | 4 | 4 | 0.01% | 0.50% | 1.84% | Q4 2014 | Q3 2015 | 10 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Semper Trust Co. | 9 | 1 | 0.86% | 1.18% | 1.51% | Q2 2013 | Q4 2015 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 10 |
PDT Partners, LLC | 5 | 1 | 0.07% | 0.35% | 0.56% | Q2 2013 | Q1 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.18% | 0.48% | 0.60% | Q2 2013 | Q3 2015 | 10 |
Schooner Investment Group, LLC. | 10 | 10 | 0.38% | 0.71% | 1.01% | Q2 2013 | Q3 2015 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.21% | 0.71% | 1.20% | Q2 2013 | Q3 2015 | 10 |
ZWJ INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2019 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.68% | 1.35% | 2.06% | Q2 2013 | Q3 2015 | 10 |
HOWLAND CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2015 | 10 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 10 | 10 | 0.21% | 0.40% | 0.61% | Q3 2015 | Q4 2017 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.21% | 0.27% | 0.31% | Q2 2013 | Q3 2015 | 10 |
Berkshire Hathaway | 7 | 3 | 0.12% | 2.65% | 4.64% | Q3 2019 | Q3 2023 | 10 |
Yorktown Management & Research Co Inc | 9 | 1 | 0.15% | 0.19% | 0.33% | Q3 2015 | Q4 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 5 | 1 | 1.47% | 3.51% | 5.43% | Q3 2013 | Q2 2019 | 10 |
CLEARBRIDGE, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
APPLETON PARTNERS INC/MA | 7 | 3 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.29% | 0.52% | Q4 2017 | Q2 2020 | 10 |
FARMERS TRUST CO | 10 | 10 | 0.17% | 0.42% | 0.98% | Q2 2015 | Q3 2017 | 10 |
EADS & HEALD WEALTH MANAGEMENT | 7 | 3 | 0.12% | 0.21% | 0.32% | Q1 2018 | Q3 2023 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.12% | 0.64% | Q3 2013 | Q1 2019 | 10 |
Ardevora Asset Management LLP | 6 | 4 | 0.36% | 0.52% | 0.84% | Q4 2014 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.08% | 0.12% | 0.14% | Q3 2016 | Q4 2018 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.10% | 0.76% | Q4 2016 | Q2 2019 | 10 |
KNOTT DAVID M | 9 | 1 | 0.02% | 0.12% | 0.91% | Q1 2016 | Q3 2021 | 10 |
Choate Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 10 |
Teamwork Financial Advisors, LLC | 10 | 10 | 0.05% | 0.28% | 0.97% | Q2 2021 | Q3 2023 | 10 |
Capital Planning Advisors, LLC | 10 | 10 | 0.12% | 0.37% | 0.66% | Q1 2017 | Q2 2019 | 10 |
Manifold Partners, LLC | 10 | 10 | 0.29% | 2.00% | 2.92% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Venturi Wealth Management, LLC | 6 | 1 | 0.00% | 1.02% | 2.10% | Q4 2015 | Q3 2023 | 10 |
Exane Asset Management | 5 | 5 | 0.17% | 0.38% | 0.71% | Q4 2015 | Q4 2018 | 10 |
AllSquare Wealth Management LLC | 6 | 4 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 10 |
Kovitz Investment Group Partners, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 10 |
NEVILLE RODIE & SHAW INC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2019 | 10 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.43% | 1.45% | Q2 2013 | Q3 2022 | 9 |
Nuveen Fund Advisors, LLC | 9 | 9 | 0.23% | 0.42% | 0.72% | Q2 2016 | Q2 2018 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Financial Sense Advisors, Inc. | 6 | 1 | 0.08% | 0.51% | 2.61% | Q3 2013 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.02% | 1.71% | 3.15% | Q2 2013 | Q3 2015 | 9 |
REINHART PARTNERS, LLC. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 9 |
Clarius Group, LLC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 9 |
United Asset Strategies, Inc. | 9 | 9 | 0.94% | 1.40% | 2.04% | Q2 2013 | Q2 2015 | 9 |
COMMUNITY TRUST & INVESTMENT CO | 7 | 2 | 0.48% | 1.17% | 1.42% | Q2 2013 | Q4 2016 | 9 |
WASATCH ADVISORS LP | 9 | 9 | 0.05% | 0.23% | 0.49% | Q2 2013 | Q2 2015 | 9 |
Good Life Advisors, LLC | 3 | 1 | 0.03% | 0.09% | 0.22% | Q1 2017 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mechanics Bank Trust Department | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q4 2019 | 9 |
JD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.27% | 0.56% | 0.77% | Q1 2014 | Q4 2014 | 9 |
WealthPLAN Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 9 | 9 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2015 | 9 |
First Long Island Investors, LLC | 9 | 9 | 1.37% | 1.65% | 1.87% | Q2 2013 | Q2 2015 | 9 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 1 | 0.03% | 0.08% | 0.20% | Q3 2013 | Q1 2019 | 9 |
PROVIDENT TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2015 | 9 |
HoyleCohen, LLC | 9 | 9 | 0.09% | 0.21% | 0.28% | Q4 2017 | Q4 2019 | 9 |
PLIMOTH TRUST CO LLC | 9 | 9 | 0.10% | 0.18% | 0.26% | Q4 2017 | Q4 2019 | 9 |
SPC Financial, Inc. | 9 | 9 | 0.06% | 0.23% | 0.40% | Q4 2014 | Q4 2016 | 9 |
FIC CAPITAL INC | 9 | 9 | 0.45% | 0.54% | 0.69% | Q3 2015 | Q3 2017 | 9 |
Foundations Investment Advisors, LLC | 5 | 4 | 0.01% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Qtron Investments LLC | 9 | 9 | 0.18% | 0.21% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Kepos Capital LP | 4 | 1 | 0.02% | 0.93% | 6.54% | Q4 2012 | Q1 2021 | 9 |
HOURGLASS CAPITAL, LLC | 5 | 2 | 0.22% | 1.78% | 4.52% | Q2 2013 | Q4 2019 | 9 |
Fort Point Capital Partners LLC | 7 | 2 | 0.10% | 0.14% | 0.21% | Q3 2015 | Q4 2017 | 9 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 9 | 9 | 0.24% | 1.80% | 2.97% | Q2 2013 | Q2 2015 | 9 |
AHL Partners LLP | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2017 | 9 |
Ninety One North America, Inc. | 9 | 9 | 0.28% | 0.90% | 1.41% | Q4 2014 | Q4 2016 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 9 | 9 | 0.03% | 0.17% | 0.29% | Q3 2017 | Q3 2019 | 9 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.36% | 0.90% | Q1 2014 | Q3 2018 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.05% | 0.10% | 0.13% | Q3 2017 | Q3 2019 | 9 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 6 | 3 | 0.01% | 1.65% | 2.76% | Q2 2013 | Q4 2015 | 9 |
MYDA Advisors LLC | 7 | 1 | 0.21% | 0.95% | 2.37% | Q2 2019 | Q3 2023 | 9 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.01% | 0.31% | 0.89% | Q4 2018 | Q3 2023 | 9 |
Capital Research Global Investors | 9 | 9 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q2 2019 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 9 |
FISHMAN JAY A LTD/MI | 9 | 9 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Triton Wealth Management, PLLC | 9 | 9 | 0.10% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
BARING ASSET MANAGEMENT Ltd | 9 | 9 | 0.47% | 0.79% | 1.44% | Q3 2014 | Q3 2016 | 9 |
Montecito Bank & Trust | 6 | 1 | 0.05% | 0.12% | 0.18% | Q3 2013 | Q4 2016 | 9 |
Canton Hathaway, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SteelPeak Wealth, LLC | 5 | 2 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 9 |
Selective Wealth Management, Inc. | 5 | 4 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 9 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.31% | 1.26% | Q1 2015 | Q3 2023 | 9 |
Curbstone Financial Management Corp | 8 | 1 | 0.14% | 0.28% | 0.41% | Q1 2014 | Q2 2016 | 9 |
DEAN INVESTMENT ASSOCIATES, LLC | 9 | 9 | 0.64% | 0.74% | 0.86% | Q4 2014 | Q4 2016 | 9 |
Alpine Global Management, LLC | 3 | 1 | 0.03% | 0.17% | 0.34% | Q1 2014 | Q2 2023 | 9 |
MAR VISTA INVESTMENT PARTNERS LLC | 9 | 9 | 0.00% | 3.55% | 5.01% | Q1 2013 | Q1 2015 | 9 |
ATALANTA SOSNOFF CAPITAL, LLC | 5 | 4 | 0.03% | 0.14% | 0.51% | Q1 2016 | Q3 2023 | 9 |
Pratt Collard Advisory Partners LLC | 9 | 9 | 0.18% | 0.48% | 0.75% | Q4 2017 | Q4 2019 | 9 |
Astenbeck Capital Management LLC | 6 | 3 | 6.68% | 46.66% | 95.71% | Q4 2014 | Q1 2017 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 6 | 1 | 0.06% | 0.20% | 0.33% | Q2 2013 | Q2 2016 | 9 |
MONROE BANK & TRUST/MI | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Platte River Capital LLC | 6 | 3 | 0.81% | 1.19% | 1.89% | Q2 2013 | Q3 2015 | 9 |
Sanders Capital, LLC | 9 | 9 | 0.44% | 1.96% | 2.62% | Q2 2011 | Q2 2013 | 9 |
PRINCETON CAPITAL MANAGEMENT LLC | 9 | 9 | 0.27% | 0.66% | 1.82% | Q2 2013 | Q2 2015 | 9 |
CapWealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 9 |
Cypress Capital Group | 7 | 2 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q2 2020 | 9 |
Parasol Investment Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 9 |
Ergoteles LLC | 3 | 2 | 0.01% | 0.25% | 1.30% | Q3 2020 | Q2 2023 | 9 |
Citizens National Bank Trust Department | 8 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Leucadia National | 4 | 1 | 0.04% | 0.19% | 0.92% | Q3 2019 | Q3 2023 | 9 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.22% | 1.08% | Q2 2013 | Q3 2021 | 9 |
Parametric Risk Advisors LLC | 6 | 3 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2016 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 9 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 3 | 0.00% | 0.67% | 2.33% | Q2 2013 | Q1 2016 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q4 2023 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.91% | 1.05% | 1.24% | Q2 2013 | Q2 2015 | 9 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 9 |
CMT Capital Markets Trading GmbH | 4 | 1 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q2 2023 | 9 |
ARS Investment Partners, LLC | 7 | 1 | 0.10% | 0.78% | 1.64% | Q2 2013 | Q3 2023 | 9 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.41% | 1.25% | Q4 2014 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.15% | 0.35% | 0.76% | Q3 2016 | Q4 2020 | 9 |
EFG Asset Management (Americas) Corp. | 6 | 3 | 0.05% | 0.29% | 0.72% | Q1 2014 | Q4 2016 | 9 |
Sunbelt Securities, Inc. | 6 | 1 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 9 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 1 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q2 2020 | 9 |
DUALITY ADVISERS, LP | 2 | 1 | 0.11% | 0.54% | 1.08% | Q4 2018 | Q2 2023 | 9 |
Sentry Investments Corp. | 9 | 9 | 0.15% | 0.60% | 0.93% | Q2 2013 | Q2 2015 | 9 |
Pensionfund DSM Netherlands | 7 | 2 | 0.04% | 0.69% | 1.10% | Q1 2014 | Q4 2021 | 9 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 9 | 9 | 0.27% | 0.36% | 0.42% | Q2 2013 | Q2 2015 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
GW HENSSLER & ASSOCIATES LTD | 9 | 9 | 0.02% | 0.80% | 1.12% | Q2 2013 | Q2 2015 | 9 |
Johnson Financial Group, LLC | 4 | 1 | 0.05% | 0.09% | 0.20% | Q4 2016 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.39% | 0.46% | 0.57% | Q2 2013 | Q2 2015 | 9 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 9 | 9 | 0.37% | 0.48% | 0.58% | Q4 2014 | Q4 2016 | 9 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.31% | 0.43% | 0.50% | Q2 2013 | Q1 2015 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
American Money Management, LLC | 7 | 1 | 0.18% | 0.23% | 0.26% | Q4 2013 | Q3 2019 | 8 |
Santa Fe Partners LLC | 4 | 4 | 0.14% | 0.33% | 0.51% | Q3 2013 | Q4 2015 | 8 |
Bay Harbor Wealth Management, LLC | 5 | 3 | 0.00% | 0.08% | 0.19% | Q4 2018 | Q4 2020 | 8 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2020 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 1.59% | 2.29% | 2.65% | Q2 2013 | Q1 2015 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.09% | 0.62% | Q4 2019 | Q4 2021 | 8 |
MRJ CAPITAL INC | 6 | 2 | 0.16% | 1.06% | 1.48% | Q2 2013 | Q4 2019 | 8 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.03% | 0.24% | 0.43% | Q4 2019 | Q3 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
KG&L Capital Management,LLC | 7 | 7 | 0.00% | 0.59% | 1.19% | Q4 2018 | Q2 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Avenir Corp | 8 | 8 | 0.05% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Bell Bank | 8 | 8 | 0.14% | 0.34% | 0.59% | Q2 2013 | Q1 2015 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.05% | 0.09% | 0.21% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.07% | 0.12% | 0.24% | Q2 2013 | Q1 2015 | 8 |
CARLSON CAPITAL L P | 5 | 1 | 0.01% | 0.41% | 0.97% | Q2 2013 | Q2 2023 | 8 |
Hutchin Hill Capital, LP | 4 | 1 | 0.01% | 0.28% | 1.84% | Q2 2013 | Q2 2017 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BMT Investment Advisors | 8 | 8 | 0.47% | 1.26% | 1.68% | Q3 2017 | Q2 2019 | 8 |
BEACON FINANCIAL GROUP | 6 | 1 | 0.04% | 0.08% | 0.11% | Q1 2014 | Q3 2023 | 8 |
Keene & Associates, Inc. | 8 | 8 | 0.25% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.03% | 0.50% | 1.54% | Q4 2021 | Q3 2023 | 8 |
RR Advisors, LLC | 3 | 1 | 0.23% | 0.57% | 1.44% | Q4 2015 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 7 | 1 | 0.02% | 1.23% | 2.04% | Q3 2019 | Q3 2023 | 8 |
Mount Lucas Management LP | 8 | 8 | 0.14% | 1.02% | 1.82% | Q4 2021 | Q3 2023 | 8 |
Euclid Advisors LLC | 6 | 1 | 0.03% | 0.30% | 0.61% | Q2 2013 | Q2 2016 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.03% | 0.07% | 0.09% | Q3 2017 | Q2 2019 | 8 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.04% | 0.20% | 0.40% | Q4 2013 | Q1 2021 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.25% | 0.69% | Q1 2016 | Q1 2019 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8 | 8 | 0.68% | 1.30% | 1.96% | Q4 2017 | Q3 2019 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.06% | 0.28% | Q3 2017 | Q3 2023 | 8 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 6 | 2 | 0.02% | 0.12% | 0.28% | Q2 2019 | Q2 2023 | 8 |
Bach Option Ltd | 3 | 3 | 0.34% | 0.58% | 0.94% | Q3 2016 | Q1 2018 | 8 |
PWMCO, LLC | 8 | 8 | 0.17% | 2.36% | 3.48% | Q2 2018 | Q1 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.67% | 0.90% | 1.04% | Q2 2013 | Q1 2015 | 8 |
First National Bank of Hutchinson | 8 | 8 | 0.24% | 0.49% | 1.13% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.11% | 0.24% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 8 |
Graticule Asia Macro Advisors LLC | 4 | 1 | 0.02% | 0.82% | 3.77% | Q1 2018 | Q3 2021 | 8 |
Centre Asset Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q3 2014 | Q2 2016 | 8 |
KENFARB & CO. | 8 | 8 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
ATHERTON LANE ADVISERS, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 8 |
Visionary Asset Management, Inc. | 8 | 8 | 0.78% | 0.87% | 1.06% | Q4 2016 | Q3 2018 | 8 |
Dynamic Capital Management Ltd | 3 | 1 | 0.18% | 0.55% | 1.22% | Q1 2014 | Q2 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Cove Street Capital, LLC | 8 | 8 | 0.29% | 1.15% | 1.97% | Q2 2013 | Q1 2015 | 8 |
Avidian Wealth Solutions, LLC | 7 | 1 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q1 2019 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q3 2016 | 8 |
Transform Wealth, LLC | 4 | 2 | 0.04% | 0.25% | 0.45% | Q2 2016 | Q3 2018 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 8 |
Gerstein Fisher | 6 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2016 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Aldebaran Financial Inc. | 5 | 3 | 0.26% | 0.55% | 0.78% | Q4 2013 | Q4 2022 | 8 |
Clean Yield Group | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.17% | 0.31% | Q4 2021 | Q3 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.01% | 0.16% | 0.22% | Q2 2013 | Q1 2015 | 8 |
CHILTON INVESTMENT CO INC. | 5 | 3 | 0.02% | 0.68% | 1.13% | Q2 2013 | Q2 2023 | 8 |
CLOUGH CAPITAL PARTNERS L P | 6 | 2 | 0.03% | 0.45% | 0.89% | Q2 2013 | Q2 2016 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.02% | 0.15% | 0.56% | Q1 2023 | Q3 2023 | 8 |
MONTRUSCO BOLTON INVESTMENTS INC. | 8 | 8 | 0.46% | 0.74% | 1.14% | Q2 2013 | Q1 2015 | 8 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.06% | 0.41% | Q2 2019 | Q3 2021 | 8 |
Morse Asset Management, Inc | 5 | 1 | 0.05% | 0.23% | 0.37% | Q1 2017 | Q3 2023 | 8 |
Chanos & Co LP | 7 | 1 | 0.60% | 1.69% | 3.03% | Q2 2015 | Q2 2019 | 8 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.35% | 1.20% | Q2 2016 | Q1 2022 | 8 |
Anomaly Capital Management, LP | 2 | 1 | 1.42% | 3.24% | 5.94% | Q4 2020 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.12% | 0.41% | Q4 2020 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.14% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Accredited Investors Inc. | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2015 | Q3 2017 | 8 |
Fusion Family Wealth LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 8 |
Hiddenite Capital Partners LP | 8 | 8 | 1.70% | 3.38% | 4.35% | Q4 2021 | Q3 2023 | 8 |
Stonehage Fleming (UK) Ltd | 5 | 3 | 0.52% | 0.63% | 0.73% | Q4 2013 | Q4 2015 | 8 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.06% | 0.23% | Q4 2016 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bares Capital Management | 8 | 8 | 0.09% | 0.11% | 0.14% | Q1 2013 | Q4 2014 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VAN DEN BERG MANAGEMENT I, INC | 8 | 8 | 0.02% | 2.21% | 3.10% | Q4 2016 | Q3 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
WealthShield Partners, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 8 |
Ahrens Investment Partners LLC | 6 | 1 | 0.00% | 0.14% | 0.32% | Q4 2019 | Q1 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q1 2018 | 8 |
Summit Trail Advisors, LLC | 6 | 2 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.64% | 0.82% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Gyrus Investment Management Inc. | 8 | 8 | 0.46% | 0.59% | 0.70% | Q2 2013 | Q1 2015 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
R.H. Dinel Investment Counsel, Inc. | 8 | 8 | 0.69% | 0.84% | 1.02% | Q4 2013 | Q3 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.28% | 0.29% | 0.32% | Q4 2014 | Q3 2016 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.52% | 0.85% | 1.04% | Q2 2013 | Q1 2015 | 8 |
Aris Wealth Services, Inc. | 8 | 8 | 0.02% | 0.54% | 0.73% | Q4 2013 | Q3 2015 | 8 |
Destination Wealth Management | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 8 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Knott David M Jr | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ADVISORY RESEARCH INC | 4 | 1 | 0.00% | 0.44% | 1.32% | Q2 2013 | Q4 2021 | 8 |
Pavion Blue Capital, LLC | 7 | 1 | 0.12% | 0.21% | 0.28% | Q2 2021 | Q3 2023 | 8 |
COWA, LLC | 5 | 1 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 4 | 2 | 0.10% | 1.29% | 3.63% | Q3 2016 | Q2 2022 | 8 |
TRUST CO OF OKLAHOMA | 5 | 1 | 0.08% | 0.13% | 0.21% | Q2 2014 | Q3 2023 | 8 |
Merriman Wealth Management, LLC | 8 | 8 | 0.53% | 0.93% | 1.31% | Q2 2016 | Q1 2018 | 8 |
Nachman Norwood & Parrott, Inc | 5 | 1 | 0.02% | 0.17% | 0.32% | Q4 2018 | Q2 2021 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.02% | 0.18% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.40% | 0.93% | Q2 2013 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 8 | 0.40% | 0.82% | 1.61% | Q2 2015 | Q1 2017 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 5 | 1 | 0.19% | 0.69% | 0.90% | Q2 2013 | Q1 2017 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q2 2019 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
GQG Partners LLC | 8 | 8 | 0.08% | 2.17% | 3.69% | Q2 2021 | Q1 2023 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.49% | 0.64% | 1.26% | Q3 2014 | Q2 2016 | 8 |
Virtus ETF Advisers LLC | 5 | 3 | 0.00% | 0.23% | 0.46% | Q1 2018 | Q2 2023 | 8 |
VALICENTI ADVISORY SERVICES INC | 8 | 8 | 1.05% | 1.36% | 1.54% | Q2 2016 | Q1 2018 | 8 |
MITCHELL CAPITAL MANAGEMENT CO | 8 | 8 | 0.41% | 0.94% | 1.90% | Q4 2021 | Q3 2023 | 8 |
CQS Cayman LP | 6 | 2 | 0.04% | 0.15% | 0.25% | Q3 2015 | Q3 2019 | 8 |
KEMPER Corp | 8 | 8 | 0.37% | 0.84% | 1.03% | Q2 2013 | Q1 2015 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q1 2018 | Q4 2019 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Samalin Investment Counsel, LLC | 7 | 1 | 0.22% | 0.42% | 0.55% | Q4 2019 | Q3 2023 | 8 |
InterOcean Capital Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Pure Financial Advisors, LLC | 3 | 1 | 0.01% | 0.09% | 0.11% | Q2 2013 | Q4 2023 | 7 |
Daiwa SB Investments Ltd. | 7 | 7 | 0.23% | 0.94% | 1.95% | Q1 2014 | Q3 2015 | 7 |
COMPTON CAPITAL MANAGEMENT INC /RI | 6 | 1 | 0.11% | 0.18% | 0.20% | Q2 2013 | Q2 2015 | 7 |
Lowe Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2023 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.18% | 0.35% | Q2 2013 | Q4 2014 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.05% | 0.15% | 0.30% | Q4 2019 | Q3 2023 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Fiduciary Group LLC | 7 | 7 | 0.07% | 0.20% | 0.57% | Q2 2015 | Q4 2016 | 7 |
ROYCE & ASSOCIATES LP | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Invictus RG | 3 | 1 | 0.01% | 0.24% | 0.67% | Q4 2015 | Q2 2018 | 7 |
Cumberland Partners Ltd | 7 | 7 | 0.32% | 0.36% | 0.41% | Q1 2015 | Q3 2016 | 7 |
Wells Trecaso Financial Group, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Carlson Capital Management | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ALGERT GLOBAL LLC | 2 | 1 | 0.02% | 0.07% | 0.26% | Q2 2019 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 5 | 2 | 0.01% | 0.08% | 0.15% | Q1 2019 | Q2 2023 | 7 |
Signature Wealth Management Group | 7 | 7 | 0.01% | 1.83% | 2.66% | Q4 2017 | Q2 2019 | 7 |
Strategic Blueprint, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.10% | 0.25% | Q1 2016 | Q2 2023 | 7 |
Invictus RG Pte. Ltd. | 6 | 1 | 0.01% | 0.24% | 0.70% | Q2 2013 | Q1 2015 | 7 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.14% | 0.25% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Point72 Middle East FZE | 3 | 3 | 0.01% | 0.10% | 0.44% | Q1 2023 | Q3 2023 | 7 |
Sagefield Capital LP | 7 | 7 | 1.82% | 4.80% | 6.34% | Q4 2021 | Q2 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.69% | 0.82% | 0.99% | Q1 2022 | Q3 2023 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.23% | 1.32% | Q3 2013 | Q2 2020 | 7 |
Congress Park Capital LLC | 4 | 3 | 0.13% | 0.53% | 0.96% | Q4 2017 | Q3 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Permit Capital, LLC | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2014 | Q3 2015 | 7 |
Grisanti Capital Management LLC | 7 | 7 | 0.55% | 0.74% | 0.88% | Q3 2015 | Q1 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
Ethic Inc. | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.22% | 0.38% | 0.44% | Q2 2013 | Q4 2014 | 7 |
Loudon Investment Management, LLC | 7 | 7 | 0.34% | 0.55% | 0.72% | Q4 2013 | Q2 2015 | 7 |
RobecoSam USA, Inc. | 7 | 7 | 0.28% | 0.72% | 0.96% | Q2 2013 | Q4 2014 | 7 |
SNOW CAPITAL MANAGEMENT LP | 5 | 2 | 0.04% | 0.11% | 0.21% | Q3 2019 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Cinctive Capital Management LP | 4 | 1 | 0.10% | 0.24% | 0.47% | Q4 2020 | Q1 2023 | 7 |
Empyrean Capital Partners, LP | 3 | 1 | 0.84% | 3.25% | 6.19% | Q2 2013 | Q3 2019 | 7 |
Waldron Private Wealth LLC | 3 | 1 | 0.01% | 0.08% | 0.14% | Q1 2014 | Q1 2023 | 7 |
Strengthening Families & Communities, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.26% | 0.44% | 0.71% | Q2 2013 | Q4 2014 | 7 |
ALBION FINANCIAL GROUP /UT | 6 | 1 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q4 2020 | 7 |
FRIESS ASSOCIATES LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Norman Fields, Gottscho Capital Management, LLC | 7 | 7 | 0.30% | 1.33% | 1.83% | Q2 2022 | Q4 2023 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q2 2019 | 7 |
Athena Investment Management | 7 | 7 | 0.27% | 0.31% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.14% | 0.36% | 0.56% | Q2 2013 | Q4 2014 | 7 |
DT Investment Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Granite Point Capital Management, L.P. | 3 | 2 | 0.03% | 0.13% | 0.37% | Q1 2020 | Q3 2022 | 7 |
Optiver Holding B.V. | 4 | 3 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Zions Trust, National Association | 7 | 7 | 0.25% | 0.29% | 0.32% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.07% | 0.09% | Q1 2014 | Q2 2022 | 7 |
Arete Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 7 |
MHI Funds, LLC | 7 | 7 | 1.52% | 2.38% | 3.34% | Q2 2018 | Q4 2019 | 7 |
D L CARLSON INVESTMENT GROUP INC | 7 | 7 | 0.51% | 0.64% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Riggs Asset Managment Co. Inc. | 4 | 3 | 0.00% | 0.18% | 0.45% | Q2 2016 | Q2 2020 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 7 |
Paulson & Co. | 7 | 7 | 0.53% | 3.61% | 7.26% | Q4 2020 | Q2 2022 | 7 |
NEW YORK LIFE TRUST CO | 6 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2015 | 7 |
FCF Advisors LLC | 7 | 7 | 0.41% | 0.47% | 0.54% | Q2 2022 | Q4 2023 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.31% | 0.95% | Q2 2015 | Q1 2019 | 7 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 4 | 4 | 0.03% | 0.42% | 1.62% | Q1 2022 | Q4 2022 | 7 |
Leonard Capital Management, Inc. | 7 | 7 | 0.43% | 0.68% | 0.76% | Q2 2013 | Q4 2014 | 7 |
FAGAN ASSOCIATES, INC. | 7 | 7 | 0.47% | 1.34% | 1.60% | Q1 2022 | Q3 2023 | 7 |
Lion Street Advisors, LLC | 3 | 1 | 0.01% | 0.15% | 0.45% | Q1 2020 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
KOKUSAI Asset Management Co., Ltd. | 7 | 7 | 1.60% | 2.79% | 3.70% | Q4 2013 | Q2 2015 | 7 |
Aquila Investment Management LLC | 7 | 7 | 1.15% | 1.52% | 1.76% | Q1 2022 | Q3 2023 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Longer Investments Inc. | 5 | 1 | 0.89% | 1.62% | 2.28% | Q2 2013 | Q4 2015 | 7 |
Members Trust Co | 5 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 7 |
MONETTA FINANCIAL SERVICES INC | 7 | 7 | 0.86% | 1.14% | 1.45% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Deep Basin Capital LP | 5 | 5 | 0.68% | 2.69% | 6.62% | Q2 2019 | Q2 2020 | 7 |
Spinnaker Investment Group, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
STONNINGTON GROUP, LLC | 7 | 7 | 0.06% | 0.12% | 0.16% | Q3 2021 | Q1 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Cutter & CO Brokerage, Inc. | 7 | 7 | 0.10% | 0.91% | 1.37% | Q1 2022 | Q3 2023 | 7 |
TRILOGY GLOBAL ADVISORS LP | 7 | 7 | 0.22% | 1.06% | 1.50% | Q2 2013 | Q4 2014 | 7 |
NATIONAL PENN INVESTORS TRUST CO /PA | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.07% | 0.21% | Q2 2017 | Q1 2021 | 7 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 7 |
STERNE AGEE GROUP, INC. | 5 | 2 | 0.11% | 0.25% | 0.33% | Q2 2013 | Q1 2015 | 7 |
Csenge Advisory Group | 4 | 3 | 0.01% | 0.13% | 0.33% | Q1 2018 | Q3 2023 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.09% | 0.13% | 0.18% | Q4 2017 | Q2 2019 | 7 |
MUHLENKAMP & CO INC | 4 | 3 | 4.59% | 5.47% | 6.40% | Q1 2022 | Q4 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PARK NATIONAL CORP /OH/ | 6 | 1 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q4 2019 | 7 |
Everhart Financial Group, Inc. | 7 | 7 | 0.18% | 0.26% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Leisure Capital Management | 7 | 7 | 0.22% | 0.41% | 0.52% | Q1 2018 | Q3 2019 | 7 |
THREADGILL FINANCIAL, LLC | 7 | 7 | 0.10% | 0.52% | 1.26% | Q1 2022 | Q3 2023 | 7 |
Alan B Lancz & Associates, Inc. | 7 | 7 | 0.27% | 0.33% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Heritage Trust Co | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.07% | 0.32% | Q1 2022 | Q3 2023 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Stamos Capital Partners, L.P. | 4 | 3 | 0.08% | 0.65% | 1.92% | Q4 2019 | Q1 2023 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.04% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Black Swift Group, LLC | 6 | 1 | 0.27% | 1.45% | 2.62% | Q2 2021 | Q1 2023 | 7 |
BRAUN STACEY ASSOCIATES INC | 5 | 1 | 0.01% | 0.57% | 1.06% | Q2 2013 | Q4 2016 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 7 |
Swedbank | 7 | 7 | 0.00% | 0.33% | 0.50% | Q3 2018 | Q1 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
BANCORPSOUTH INC | 4 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.01% | 0.10% | 0.44% | Q1 2017 | Q3 2017 | 7 |
Greystone Managed Investments Inc. | 7 | 7 | 0.39% | 0.49% | 0.61% | Q2 2013 | Q4 2014 | 7 |
Alua Capital Management LP | 7 | 7 | 1.18% | 3.64% | 7.71% | Q1 2022 | Q3 2023 | 7 |
Appaloosa LP | 7 | 7 | 2.10% | 4.04% | 6.45% | Q4 2020 | Q2 2022 | 7 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.09% | 0.63% | 1.71% | Q1 2018 | Q3 2022 | 7 |
Sweet Financial Partners, LLC | 7 | 7 | 0.14% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Keeley-Teton Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q3 2018 | 7 |
Leverage Partners Absolute Return Fund SPC | 4 | 1 | 1.08% | 5.75% | 10.30% | Q1 2021 | Q3 2023 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.34% | 0.40% | 0.47% | Q2 2018 | Q4 2019 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 6 | 1 | 0.01% | 0.05% | 0.06% | Q3 2013 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2015 | Q3 2016 | 7 |
US FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.07% | 0.18% | Q4 2014 | Q3 2022 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.11% | 0.87% | 1.75% | Q4 2021 | Q2 2023 | 7 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 6 | 1 | 0.02% | 0.77% | 1.08% | Q2 2013 | Q1 2015 | 7 |
Banyan Partners, LLC | 6 | 6 | 0.02% | 0.72% | 1.08% | Q2 2013 | Q3 2014 | 7 |
EMERALD ADVISERS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Community Bank & Trust, Waco, Texas | 5 | 1 | 0.11% | 0.16% | 0.22% | Q4 2015 | Q1 2019 | 7 |
MERIDIAN INVESTMENT COUNSEL INC. | 7 | 7 | 0.09% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 7 |
NKCFO LLC | 7 | 7 | 0.09% | 3.06% | 4.98% | Q1 2022 | Q3 2023 | 7 |
A. D. Beadell Investment Counsel, Inc. | 7 | 7 | 0.25% | 0.31% | 0.35% | Q2 2013 | Q4 2014 | 7 |
JLB & ASSOCIATES INC | 7 | 7 | 0.27% | 1.05% | 2.09% | Q2 2013 | Q4 2014 | 7 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 7 | 7 | 2.77% | 3.30% | 3.90% | Q2 2013 | Q4 2014 | 7 |
FINANCIAL MANAGEMENT NETWORK INC | 7 | 7 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Aft, Forsyth & Sober, LLC | 7 | 7 | 0.03% | 0.67% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
SignalPoint Asset Management, LLC | 7 | 7 | 0.15% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 4 | 3 | 0.00% | 0.30% | 1.03% | Q2 2018 | Q1 2023 | 7 |
Kerrisdale Advisers, LLC | 7 | 7 | 0.10% | 0.82% | 3.20% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Providence Wealth Advisors, LLC | 7 | 7 | 0.43% | 0.73% | 1.07% | Q1 2018 | Q3 2019 | 7 |
Machina Capital S.A.S. | 4 | 1 | 0.27% | 0.53% | 0.89% | Q1 2019 | Q2 2023 | 7 |
Sterling Investment Advisors, Ltd. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2019 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
COURIER CAPITAL LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 6 | 6 | 0.17% | 0.27% | 0.37% | Q2 2013 | Q3 2014 | 6 |
CHECK CAPITAL MANAGEMENT INC/CA | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2022 | 6 |
P SCHOENFELD ASSET MANAGEMENT LP | 3 | 3 | 0.29% | 1.59% | 3.29% | Q3 2019 | Q1 2020 | 6 |
UNITED BANK, INC. | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 3 | 3 | 4.11% | 7.90% | 9.26% | Q3 2017 | Q4 2019 | 6 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
KDI CAPITAL PARTNERS LLC | 4 | 1 | 0.56% | 1.56% | 2.55% | Q1 2017 | Q1 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.12% | 0.21% | Q2 2022 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.10% | 0.17% | Q2 2017 | Q3 2017 | 6 |
NWI MANAGEMENT LP | 3 | 3 | 0.05% | 0.35% | 0.66% | Q1 2021 | Q3 2023 | 6 |
TREES INVESTMENT COUNSEL LLC | 6 | 6 | 1.66% | 1.74% | 1.85% | Q2 2013 | Q3 2014 | 6 |
IVORY INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.30% | 1.17% | Q3 2013 | Q4 2015 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.44% | 0.52% | 0.58% | Q2 2013 | Q3 2014 | 6 |
ARGENT TRUST COMPANY, N.A. | 6 | 6 | 0.08% | 0.15% | 0.19% | Q2 2013 | Q3 2014 | 6 |
HAHN CAPITAL MANAGEMENT LLC | 6 | 6 | 1.97% | 3.27% | 4.74% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.32% | 0.42% | 0.56% | Q2 2013 | Q3 2014 | 6 |
American Trust Investment Advisors, LLC | 5 | 1 | 2.09% | 2.31% | 2.80% | Q4 2014 | Q4 2019 | 6 |
PacWest Financial Management Inc | 6 | 6 | 0.07% | 0.26% | 0.78% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
WestEnd Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.28% | 0.66% | Q1 2018 | Q3 2023 | 6 |
TIG Advisors, LLC | 4 | 4 | 0.05% | 0.52% | 1.48% | Q2 2019 | Q1 2020 | 6 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 0.30% | 1.40% | Q1 2014 | Q1 2022 | 6 |
South Street Advisors LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
TAMRO Capital Partners LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
GeoSphere Capital Management, LLC | 4 | 1 | 0.88% | 1.93% | 2.81% | Q2 2013 | Q3 2019 | 6 |
First City Capital Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 6 |
Holowesko Partners Ltd. | 6 | 6 | 4.81% | 5.43% | 6.52% | Q2 2022 | Q3 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.13% | 0.28% | Q3 2017 | Q3 2019 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Diversified Trust Co | 4 | 2 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q4 2022 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 2 | 0.07% | 0.09% | 0.12% | Q4 2013 | Q2 2015 | 6 |
Charter Oak Partners Management, L.P. | 6 | 6 | 9.53% | 11.67% | 12.63% | Q2 2013 | Q3 2014 | 6 |
SRB CORP | 4 | 2 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q3 2019 | 6 |
Energy Opportunities Capital Management, LLC | 2 | 2 | 0.60% | 0.87% | 1.09% | Q2 2013 | Q3 2022 | 6 |
Renaissance Investment Group LLC | 6 | 6 | 0.11% | 0.16% | 0.27% | Q2 2013 | Q3 2014 | 6 |
Odey Asset Management Group Ltd | 3 | 1 | 0.02% | 0.55% | 1.10% | Q2 2014 | Q4 2019 | 6 |
Main Street Research LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
JB Investments Management, LLC | 6 | 6 | 20.16% | 29.46% | 32.42% | Q4 2020 | Q1 2022 | 6 |
Lingohr Asset Management GmbH | 6 | 6 | 0.86% | 1.13% | 1.53% | Q1 2022 | Q2 2023 | 6 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.11% | 0.37% | Q1 2016 | Q3 2018 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.19% | 0.30% | Q4 2013 | Q1 2020 | 6 |
Itau USA Asset Management Inc. | 6 | 6 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Encompass Capital Advisors LLC | 2 | 1 | 1.51% | 4.34% | 9.66% | Q3 2014 | Q4 2019 | 6 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.03% | 0.44% | 0.88% | Q2 2013 | Q3 2023 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.08% | 1.26% | 2.71% | Q1 2019 | Q4 2022 | 6 |
NINE MASTS CAPITAL Ltd | 3 | 3 | 0.00% | 0.22% | 1.18% | Q3 2017 | Q1 2018 | 6 |
Advocacy Wealth Management Services, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 6 |
Gary Goldberg Planning Services Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 6 |
Segment Wealth Management, LLC | 3 | 1 | 0.03% | 0.06% | 0.07% | Q2 2017 | Q3 2023 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Empowered Funds, LLC | 5 | 1 | 0.41% | 0.86% | 1.34% | Q2 2019 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.30% | 0.40% | Q4 2016 | Q3 2019 | 6 |
New England Research & Management, Inc. | 5 | 1 | 0.22% | 0.90% | 1.17% | Q4 2013 | Q3 2015 | 6 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Trust Investment Advisors | 4 | 2 | 0.17% | 0.53% | 1.01% | Q1 2019 | Q2 2022 | 6 |
Parkwood LLC | 4 | 1 | 0.06% | 0.13% | 0.20% | Q3 2014 | Q2 2018 | 6 |
BANK PICTET & CIE (ASIA) LTD | 6 | 6 | 1.31% | 3.47% | 5.25% | Q4 2013 | Q1 2015 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.02% | 0.07% | 0.20% | Q4 2013 | Q3 2015 | 6 |
Covenant Multifamily Offices, LLC | 4 | 2 | 0.02% | 0.15% | 0.37% | Q2 2019 | Q4 2020 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.20% | 0.82% | 1.86% | Q4 2014 | Q2 2018 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.22% | 0.49% | 0.92% | Q2 2019 | Q3 2020 | 6 |
FORSTA AP-FONDEN | 6 | 6 | 0.24% | 0.31% | 0.38% | Q4 2016 | Q1 2018 | 6 |
St. Johns Investment Management Company, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 6 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 6 | 0.12% | 0.20% | 0.58% | Q4 2013 | Q1 2015 | 6 |
One River Asset Management, LLC | 2 | 2 | 0.08% | 0.28% | 0.53% | Q4 2022 | Q1 2023 | 6 |
Strid Group, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.02% | 0.13% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Farmers National Bank | 2 | 1 | 0.00% | 0.10% | 0.21% | Q4 2014 | Q1 2019 | 6 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2021 | 6 |
Otter Creek Advisors, LLC | 2 | 1 | 0.43% | 0.66% | 0.99% | Q1 2015 | Q1 2019 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Turim 21 Investimentos Ltda. | 6 | 6 | 0.08% | 0.54% | 1.02% | Q2 2021 | Q3 2022 | 6 |
ANTIPODES PARTNERS Ltd | 6 | 6 | 0.67% | 1.68% | 3.26% | Q2 2022 | Q3 2023 | 6 |
Oak Grove Capital LLC | 6 | 6 | 0.23% | 0.58% | 1.44% | Q2 2022 | Q3 2023 | 6 |
Union Square Park Capital Management, LLC | 6 | 6 | 1.12% | 2.38% | 4.32% | Q1 2022 | Q2 2023 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.13% | 0.36% | 0.45% | Q4 2018 | Q1 2020 | 6 |
Morris Capital Advisors, LLC | 4 | 2 | 0.14% | 1.11% | 3.18% | Q1 2016 | Q3 2022 | 6 |
L2 Asset Management, LLC | 5 | 1 | 0.10% | 0.32% | 0.61% | Q1 2022 | Q3 2023 | 6 |
Chiron Investment Management, LLC | 5 | 1 | 0.01% | 1.08% | 2.62% | Q2 2021 | Q3 2023 | 6 |
Norway Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Ironwood Wealth Management, LLC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q3 2017 | Q4 2018 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.12% | 0.23% | 0.35% | Q4 2020 | Q2 2023 | 6 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.18% | 0.36% | Q1 2019 | Q2 2022 | 6 |
6 Meridian | 6 | 6 | 0.59% | 1.22% | 2.40% | Q1 2018 | Q2 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q1 2019 | 6 |
VISTA INVESTMENT MANAGEMENT | 6 | 6 | 0.20% | 0.23% | 0.27% | Q4 2017 | Q1 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
MinichMacGregor Wealth Management, LLC | 5 | 1 | 0.00% | 0.25% | 1.51% | Q4 2015 | Q4 2018 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.19% | 0.22% | 0.28% | Q3 2018 | Q4 2019 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Aspire Private Capital, LLC | 5 | 1 | 0.00% | 0.14% | 0.24% | Q4 2018 | Q4 2020 | 6 |
Trek Financial, LLC | 6 | 6 | 0.42% | 0.55% | 0.75% | Q2 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.07% | 0.14% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.18% | 0.31% | 0.39% | Q4 2020 | Q3 2023 | 6 |
Cornerstone Advisors, LLC | 6 | 6 | 0.03% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 6 |
Sierra Capital LLC | 6 | 6 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q2 2022 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Beck Bode, LLC | 4 | 1 | 0.00% | 0.14% | 0.53% | Q3 2020 | Q4 2022 | 6 |
Secure Asset Management, LLC | 5 | 1 | 0.07% | 0.26% | 1.12% | Q4 2019 | Q3 2023 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.10% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q1 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.14% | 0.21% | Q1 2022 | Q2 2023 | 6 |
Verdad Advisers, LP | 6 | 6 | 0.69% | 2.01% | 3.80% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
TFC Financial Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LifePro Asset Management | 4 | 2 | 2.62% | 3.50% | 4.97% | Q2 2021 | Q3 2023 | 6 |
Golden Green, Inc. | 6 | 6 | 0.72% | 0.86% | 1.05% | Q2 2022 | Q3 2023 | 6 |
STABLEFORD CAPITAL II LLC | 3 | 1 | 0.35% | 0.76% | 2.54% | Q4 2016 | Q3 2023 | 6 |
Clarus Group, Inc. | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Herold Advisors, Inc. | 4 | 1 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.03% | 0.15% | 0.28% | Q1 2023 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q2 2023 | 6 |
Barden Capital Management, Inc. | 6 | 6 | 0.95% | 1.02% | 1.13% | Q2 2022 | Q3 2023 | 6 |
Peterson Wealth Services | 6 | 6 | 0.88% | 1.13% | 1.95% | Q2 2022 | Q3 2023 | 6 |
Sonora Investment Management Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.13% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Chemistry Wealth Management LLC | 6 | 6 | 0.25% | 0.33% | 0.43% | Q2 2022 | Q3 2023 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 1 | 0.01% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.09% | 0.27% | 0.45% | Q3 2021 | Q4 2022 | 6 |
AlphaCentric Advisors LLC | 5 | 1 | 0.02% | 0.20% | 0.37% | Q4 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
EHP Funds Inc. | 6 | 6 | 0.13% | 0.18% | 0.23% | Q1 2022 | Q2 2023 | 6 |
Warther Private Wealth, LLC | 6 | 6 | 1.02% | 3.22% | 4.27% | Q2 2022 | Q3 2023 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q2 2023 | 6 |
Portman Square Capital LLP | 3 | 3 | 0.01% | 0.13% | 0.42% | Q1 2023 | Q3 2023 | 6 |
PFS Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BRISTOL JOHN W & CO INC /NY/ | 6 | 6 | 0.19% | 1.60% | 1.98% | Q2 2013 | Q3 2014 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
INSTITUTIONAL CAPITAL LLC | 6 | 6 | 1.32% | 3.23% | 4.17% | Q3 2014 | Q4 2015 | 6 |
MIDAS MANAGEMENT CORP | 6 | 6 | 0.36% | 0.69% | 1.32% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2014 | Q1 2018 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
JAMES INVESTMENT RESEARCH INC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2022 | 6 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.43% | 0.74% | 0.89% | Q2 2013 | Q4 2014 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Fairfax Financial Holdings | 6 | 6 | 1.44% | 9.22% | 20.96% | Q2 2022 | Q3 2023 | 6 |
WAFRA INC. | 6 | 6 | 1.03% | 1.16% | 1.31% | Q2 2013 | Q3 2014 | 6 |
DOHENY ASSET MANAGEMENT /CA | 6 | 6 | 0.17% | 0.42% | 0.83% | Q1 2014 | Q2 2015 | 6 |
Unigestion Holding SA | 5 | 5 | 0.02% | 0.35% | 0.50% | Q2 2018 | Q2 2019 | 5 |
Shulman DeMeo Asset Management LLC | 4 | 1 | 0.06% | 0.18% | 0.30% | Q1 2019 | Q1 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
CIM, LLC | 5 | 5 | 3.57% | 3.77% | 4.07% | Q2 2013 | Q2 2014 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.33% | 0.45% | Q4 2013 | Q3 2016 | 5 |
Ascent Wealth Partners, LLC | 5 | 5 | 0.96% | 1.31% | 1.43% | Q4 2013 | Q4 2014 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2014 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
Lane Generational LLC | 5 | 5 | 3.37% | 5.83% | 6.99% | Q3 2022 | Q3 2023 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 5 |
LaFleur & Godfrey LLC | 5 | 5 | 0.04% | 0.38% | 0.74% | Q3 2019 | Q3 2020 | 5 |
Franklin Square Holdings, L.P. | 4 | 1 | 0.47% | 0.98% | 1.66% | Q2 2017 | Q3 2018 | 5 |
Geneva Partners, LLC | 1 | 1 | 0.14% | 0.48% | 0.77% | Q2 2021 | Q3 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q4 2018 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 2.45% | 2.67% | 2.93% | Q3 2013 | Q3 2014 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 1 | 0.21% | 0.36% | 0.46% | Q2 2022 | Q3 2023 | 5 |
American Assets Investment Management, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q3 2019 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 5 | 5 | 0.52% | 0.67% | 0.81% | Q4 2015 | Q4 2016 | 5 |
GM Advisory Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Silicon Valley Capital Partners | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SIRIOS CAPITAL MANAGEMENT L P | 5 | 5 | 0.51% | 0.65% | 0.77% | Q2 2022 | Q2 2023 | 5 |
Epstein & White Financial LLC | 5 | 5 | 0.12% | 0.28% | 0.42% | Q4 2017 | Q4 2018 | 5 |
Archon Partners LLC | 5 | 5 | 1.19% | 1.54% | 1.80% | Q3 2022 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q4 2020 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q4 2021 | 5 |
CrestPoint Capital Management, LLC | 5 | 5 | 0.35% | 0.48% | 0.54% | Q4 2013 | Q4 2014 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.04% | 0.35% | 0.54% | Q4 2020 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.05% | 0.09% | 0.13% | Q4 2015 | Q2 2019 | 5 |
VNBTrust, National Association | 3 | 2 | 0.07% | 0.13% | 0.19% | Q3 2013 | Q4 2016 | 5 |
J. Goldman & Co LP | 1 | 1 | 0.12% | 0.23% | 0.34% | Q2 2017 | Q1 2022 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.08% | 0.13% | 0.22% | Q3 2022 | Q3 2023 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 0.78% | 0.84% | 0.90% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.15% | 0.24% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.52% | 0.59% | 0.64% | Q2 2013 | Q2 2014 | 5 |
NEWGATE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.20% | 0.26% | 0.33% | Q2 2013 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.28% | 0.30% | 0.32% | Q2 2015 | Q2 2016 | 5 |
SMITH HAYES Advisers, Inc | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Wealth Alliance | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
DAVIDSON & GARRARD INC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q3 2016 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.00% | 0.25% | 0.48% | Q4 2014 | Q4 2015 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 5 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 5 | 5 | 2.96% | 3.41% | 3.67% | Q3 2022 | Q3 2023 | 5 |
AdvisorShares Investments LLC | 5 | 5 | 0.00% | 0.18% | 0.38% | Q2 2022 | Q2 2023 | 5 |
Perella Weinberg Partners Capital Management LP | 2 | 1 | 0.08% | 0.19% | 0.31% | Q2 2013 | Q1 2019 | 5 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.07% | 0.13% | Q2 2015 | Q4 2016 | 5 |
Cordatus Wealth Management LLC | 4 | 1 | 0.37% | 0.62% | 1.15% | Q1 2019 | Q3 2022 | 5 |
GFS Advisors, LLC | 4 | 1 | 0.17% | 1.01% | 1.71% | Q1 2016 | Q1 2020 | 5 |
NORTHERN CAPITAL MANAGEMENT LLC | 5 | 5 | 1.04% | 1.53% | 1.77% | Q4 2013 | Q4 2014 | 5 |
Laidlaw Wealth Management LLC | 3 | 2 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 5 |
Abbrea Capital, LLC | 3 | 2 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.56% | 0.66% | 0.77% | Q1 2015 | Q1 2016 | 5 |
ARGENT TRUST Co | 5 | 5 | 0.10% | 0.14% | 0.19% | Q1 2017 | Q1 2018 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.05% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.16% | 0.30% | Q3 2014 | Q2 2022 | 5 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
NorthCoast Asset Management LLC | 3 | 2 | 0.08% | 1.20% | 1.84% | Q2 2016 | Q2 2018 | 5 |
Old Well Partners, LLC | 5 | 5 | 0.32% | 0.78% | 1.05% | Q3 2022 | Q3 2023 | 5 |
Investment Research & Advisory Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Palo Capital, Inc. | 5 | 5 | 0.17% | 0.25% | 0.36% | Q4 2017 | Q4 2018 | 5 |
SIMMONS FIRST TRUST CO NA | 4 | 1 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2015 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Advanced Asset Management Advisors Inc | 4 | 1 | 0.00% | 0.45% | 0.71% | Q2 2018 | Q4 2022 | 5 |
RICHELIEU GESTION SA | 3 | 2 | 0.15% | 0.22% | 0.31% | Q1 2022 | Q3 2023 | 5 |
Vantage Investment Partners, LLC | 5 | 5 | 0.37% | 0.48% | 0.56% | Q2 2015 | Q2 2016 | 5 |
CTC LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q2 2014 | Q2 2015 | 5 |
Castle Rock Wealth Management, LLC | 5 | 5 | 0.18% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
SCP Investment, LP | 3 | 2 | 0.09% | 0.21% | 0.29% | Q4 2021 | Q2 2023 | 5 |
BURNEY CO/ | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.08% | 0.22% | 0.29% | Q2 2013 | Q2 2014 | 5 |
Wealth Advisory Solutions, LLC | 4 | 1 | 0.62% | 1.46% | 2.46% | Q1 2021 | Q2 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.21% | 0.34% | 0.44% | Q4 2016 | Q4 2017 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.22% | 0.28% | 0.44% | Q3 2022 | Q3 2023 | 5 |
AIA Group Ltd | 4 | 1 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q1 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 3 | 2 | 0.03% | 0.09% | 0.27% | Q2 2022 | Q3 2023 | 5 |
Mizuho Securities Co. Ltd. | 2 | 1 | 0.00% | 0.18% | 0.58% | Q2 2019 | Q2 2023 | 5 |
Windsor Wealth Management, Inc. | 4 | 1 | 0.11% | 0.18% | 0.22% | Q4 2017 | Q1 2019 | 5 |
HARVEST MANAGEMENT LLC | 4 | 1 | 0.35% | 0.67% | 1.08% | Q3 2013 | Q2 2019 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2018 | Q1 2019 | 5 |
Fosun International Ltd | 3 | 1 | 0.01% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 5 |
State of Wyoming | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Onex Canada Asset Management Inc. | 5 | 5 | 1.36% | 1.57% | 1.79% | Q2 2013 | Q2 2014 | 5 |
PATTON FUND MANAGEMENT, INC. | 5 | 5 | 0.55% | 0.75% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Iron Horse Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Burleson & Company, LLC | 3 | 1 | 0.00% | 0.25% | 0.44% | Q4 2017 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
Pictet North America Advisors SA | 4 | 1 | 0.04% | 0.07% | 0.13% | Q2 2014 | Q1 2017 | 5 |
Centerpoint Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
STRATEGY ASSET MANAGERS LLC | 5 | 5 | 0.18% | 0.19% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Ilmarinen Mutual Pension Insurance Co | 5 | 5 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q3 2020 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.04% | 0.10% | 0.14% | Q2 2018 | Q2 2019 | 5 |
Benedetti & Gucer, Inc. | 4 | 1 | 0.16% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q1 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Braun-Bostich & Associates Inc. | 3 | 2 | 0.00% | 0.09% | 0.26% | Q1 2019 | Q2 2020 | 5 |
WATER ISLAND CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 5 |
NBT BANK N A /NY | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 5 |
Foundry Partners, LLC | 5 | 5 | 0.45% | 0.73% | 0.91% | Q4 2013 | Q4 2014 | 5 |
Wunderlich Capital Managemnt | 5 | 5 | 0.30% | 0.77% | 1.14% | Q2 2018 | Q2 2019 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 5 |
Settian Capital LP | 5 | 5 | 0.61% | 1.05% | 1.35% | Q3 2022 | Q3 2023 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.39% | 0.61% | 0.89% | Q4 2018 | Q4 2019 | 5 |
Bruderman Asset Management, LLC | 3 | 2 | 0.00% | 0.14% | 0.68% | Q1 2015 | Q1 2019 | 5 |
Winfield Associates, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 5 |
Impax Asset Management Group plc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
RFG Advisory, LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 5 |
Antara Capital LP | 3 | 1 | 0.34% | 1.02% | 1.62% | Q1 2022 | Q1 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q1 2015 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.13% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 5 |
Clear Perspectives Financial Planning, LLC | 3 | 2 | 0.00% | 0.05% | 0.14% | Q4 2020 | Q1 2023 | 5 |
Jackson Creek Investment Advisors LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q3 2022 | 5 |
TIEDEMANN TRUST CO | 4 | 1 | 0.09% | 0.44% | 0.62% | Q2 2013 | Q3 2014 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.36% | 0.78% | Q2 2020 | Q1 2022 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.11% | 0.32% | 0.89% | Q2 2013 | Q2 2014 | 5 |
US Asset Management LLC | 2 | 1 | 0.01% | 0.11% | 0.18% | Q3 2021 | Q1 2023 | 5 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.31% | 0.63% | Q3 2013 | Q3 2015 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.19% | 0.22% | 0.24% | Q2 2013 | Q2 2014 | 5 |
Shorepoint Capital Partners LLC | 5 | 5 | 0.67% | 1.08% | 1.45% | Q1 2019 | Q1 2020 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Inlet Private Wealth, LLC | 5 | 5 | 0.08% | 0.17% | 0.35% | Q4 2018 | Q4 2019 | 5 |
JBF Capital, Inc. | 5 | 5 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.08% | 0.14% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Broderick Brian C | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Wakefield Asset Management LLLP | 3 | 2 | 0.01% | 0.15% | 0.30% | Q3 2018 | Q3 2023 | 5 |
SOUND SHORE MANAGEMENT INC /CT/ | 5 | 5 | 3.22% | 3.30% | 3.38% | Q4 2016 | Q4 2017 | 5 |
HOLLAND CAPITAL MANAGEMENT LLC | 5 | 5 | 1.51% | 1.58% | 1.66% | Q2 2013 | Q2 2014 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Exchange Capital Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Point Break Capital Management, LLC | 5 | 5 | 0.06% | 0.16% | 0.36% | Q1 2020 | Q1 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.11% | 0.16% | 0.18% | Q2 2013 | Q2 2014 | 5 |
MARTINGALE ASSET MANAGEMENT L P | 5 | 5 | 0.10% | 0.25% | 0.38% | Q3 2013 | Q3 2014 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
HighVista Strategies LLC | 3 | 1 | 0.03% | 0.12% | 0.34% | Q1 2014 | Q2 2023 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.20% | 0.24% | 0.31% | Q4 2018 | Q4 2019 | 5 |
FIDGEON TIMOTHY F | 5 | 5 | 0.15% | 0.17% | 0.18% | Q1 2013 | Q1 2014 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.30% | 1.00% | 2.44% | Q1 2019 | Q3 2022 | 5 |
7G CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.63% | 3.09% | 4.85% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.03% | 0.37% | 0.54% | Q4 2018 | Q3 2019 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Paladin Advisory Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.06% | 0.11% | 0.22% | Q2 2019 | Q3 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.07% | 0.16% | 0.38% | Q2 2014 | Q1 2023 | 4 |
Ausbil Investment Management Ltd | 4 | 4 | 1.93% | 2.96% | 4.50% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 1 | 0.15% | 0.19% | 0.26% | Q1 2014 | Q2 2015 | 4 |
Aventail Capital Group, LP | 3 | 1 | 1.53% | 4.36% | 7.35% | Q3 2022 | Q3 2023 | 4 |
Centenus Global Management, LP | 3 | 1 | 0.72% | 1.63% | 2.71% | Q4 2017 | Q2 2019 | 4 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.46% | 0.49% | 0.55% | Q2 2013 | Q1 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DSAM Partners (London) Ltd | 3 | 1 | 1.79% | 3.77% | 5.74% | Q3 2018 | Q3 2021 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.22% | 0.28% | 0.33% | Q2 2013 | Q1 2014 | 4 |
Islet Management, LP | 2 | 2 | 0.46% | 0.70% | 1.20% | Q1 2020 | Q2 2022 | 4 |
Graphene Investments SAS | 4 | 4 | 1.83% | 1.88% | 1.95% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2014 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 0.54% | 0.61% | 0.67% | Q4 2022 | Q3 2023 | 4 |
FDO Partners, LLC | 3 | 1 | 0.20% | 0.74% | 1.27% | Q1 2016 | Q3 2017 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CEDAR CAPITAL, LLC | 3 | 1 | 0.08% | 0.30% | 0.43% | Q3 2018 | Q4 2019 | 4 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 2 | 1 | 0.43% | 1.46% | 2.99% | Q2 2013 | Q4 2014 | 4 |
Corsair Capital Management | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2015 | Q4 2015 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.20% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.58% | 0.60% | 0.66% | Q4 2022 | Q3 2023 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q1 2020 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Allred Capital Management, LLC | 2 | 1 | 0.01% | 0.10% | 0.18% | Q4 2018 | Q1 2021 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2018 | Q3 2019 | 4 |
WP Advisors, LLC | 4 | 4 | 0.17% | 0.19% | 0.23% | Q4 2016 | Q3 2017 | 4 |
Condire Management, LP | 4 | 4 | 3.17% | 5.43% | 6.55% | Q4 2021 | Q3 2022 | 4 |
MBB PUBLIC MARKETS I LLC | 3 | 3 | 0.02% | 0.18% | 0.32% | Q1 2023 | Q3 2023 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.06% | 0.24% | 0.59% | Q2 2019 | Q1 2020 | 4 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.41% | 0.78% | 0.98% | Q4 2014 | Q3 2015 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.28% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Cadence Bank | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.17% | 0.33% | Q2 2014 | Q1 2023 | 4 |
Pacific Center for Financial Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.61% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CANYON CAPITAL ADVISORS LLC | 4 | 4 | 0.50% | 0.89% | 1.18% | Q2 2013 | Q1 2014 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DeepCurrents Investment Group LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Aldebaran Capital, LLC | 4 | 4 | 9.89% | 10.42% | 10.84% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CFS, LLC | 4 | 4 | 0.03% | 0.07% | 0.15% | Q4 2013 | Q3 2014 | 4 |
Benchmark Capital Advisors | 3 | 1 | 0.13% | 0.17% | 0.19% | Q2 2014 | Q3 2015 | 4 |
Yaupon Capital Management LP | 3 | 1 | 0.47% | 1.30% | 1.63% | Q2 2019 | Q3 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PECONIC PARTNERS LLC | 2 | 1 | 0.01% | 1.58% | 2.98% | Q2 2013 | Q1 2019 | 4 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.34% | 0.39% | 0.46% | Q4 2017 | Q3 2018 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.41% | 0.47% | 0.50% | Q2 2013 | Q1 2014 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Human Investing LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2022 | 4 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q3 2019 | 4 |
Fractal Investments LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q2 2023 | 4 |
New Harbor Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Cognios Capital, LLC | 3 | 1 | 0.05% | 0.30% | 0.81% | Q1 2015 | Q1 2020 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.37% | 0.42% | 0.45% | Q2 2013 | Q1 2014 | 4 |
Accuvest Global Advisors | 4 | 4 | 0.13% | 0.23% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Key Square Capital Management LLC | 4 | 4 | 3.36% | 6.65% | 10.67% | Q1 2021 | Q4 2021 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2022 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.32% | 0.34% | 0.36% | Q2 2013 | Q1 2014 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.58% | 0.66% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2013 | Q3 2015 | 4 |
Redwood Investments, LLC | 4 | 4 | 0.47% | 0.54% | 0.65% | Q2 2018 | Q1 2019 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.17% | 0.20% | 0.26% | Q4 2016 | Q3 2017 | 4 |
McAdams Wright Ragen, Inc. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2014 | 4 |
XTX Topco Ltd | 2 | 1 | 0.13% | 0.18% | 0.26% | Q3 2021 | Q2 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.06% | 0.16% | 0.29% | Q4 2021 | Q3 2022 | 4 |
Dakota Wealth Management | 3 | 1 | 0.07% | 0.12% | 0.22% | Q2 2018 | Q3 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
TEALWOOD ASSET MANAGEMENT INC | 4 | 4 | 0.55% | 0.57% | 0.60% | Q4 2013 | Q3 2014 | 4 |
Cambrian Capital Limited Partnership | 3 | 1 | 2.56% | 3.79% | 4.81% | Q2 2013 | Q4 2015 | 4 |
Howard Capital Management Inc. | 4 | 4 | 1.00% | 1.15% | 1.43% | Q4 2017 | Q3 2018 | 4 |
Airain ltd | 2 | 1 | 0.01% | 0.28% | 0.68% | Q2 2014 | Q2 2017 | 4 |
Jupiter Wealth Management LLC | 3 | 1 | 0.25% | 1.57% | 2.64% | Q2 2019 | Q1 2022 | 4 |
Wahed Invest LLC | 4 | 4 | 0.21% | 0.26% | 0.34% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Paragon Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q1 2020 | 4 |
HRS Investment Holdings, LLC | 4 | 4 | 0.32% | 0.46% | 0.67% | Q4 2015 | Q3 2016 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Oxbow Capital Management (HK) Ltd | 4 | 4 | 8.40% | 16.80% | 20.49% | Q2 2022 | Q1 2023 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 0.73% | 0.85% | 1.06% | Q2 2018 | Q1 2019 | 4 |
Precision Wealth Strategies, LLC | 4 | 4 | 0.24% | 0.25% | 0.28% | Q1 2022 | Q4 2022 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.01% | 0.11% | 0.25% | Q4 2019 | Q3 2020 | 4 |
BCWM, LLC | 4 | 4 | 0.36% | 0.83% | 1.12% | Q2 2019 | Q1 2020 | 4 |
Monument Capital Management | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CATAWBA CAPITAL MANAGEMENT /VA | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q2 2015 | 4 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 4 |
Aries Wealth Management | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q3 2018 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 4 |
Investidor Profissional Gestao de Recursos Ltda. | 2 | 1 | 1.47% | 2.13% | 2.64% | Q2 2022 | Q3 2023 | 4 |
Benson Investment Management Company, Inc. | 4 | 4 | 1.56% | 1.75% | 1.87% | Q4 2016 | Q3 2017 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.75% | 0.84% | 0.91% | Q4 2022 | Q3 2023 | 4 |
EQUITEC SPECIALISTS, LLC | 2 | 2 | 0.01% | 0.12% | 0.34% | Q4 2020 | Q1 2021 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.30% | 0.44% | 0.56% | Q2 2022 | Q1 2023 | 4 |
Keudell/Morrison Wealth Management | 4 | 4 | 0.25% | 0.34% | 0.48% | Q1 2019 | Q4 2019 | 4 |
Bronson Point Management LLC | 4 | 4 | 1.99% | 2.67% | 3.16% | Q2 2013 | Q1 2014 | 4 |
Alaska Permanent Fund Corp | 3 | 1 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.35% | 0.42% | 0.49% | Q4 2017 | Q3 2018 | 4 |
Hemenway Trust Co LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
swisspartners Ltd. | 4 | 4 | 0.22% | 0.31% | 0.41% | Q1 2022 | Q4 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Charles Schwab Trust Co | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
ISLAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
West Branch Capital LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q2 2016 | 4 |
Versor Investments LP | 2 | 1 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q4 2022 | 4 |
Arvest Bank Trust Division | 3 | 1 | 0.02% | 0.49% | 0.76% | Q3 2014 | Q3 2019 | 4 |
Banco Santander, S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Capital Innovations LLC | 4 | 4 | 0.64% | 0.82% | 1.04% | Q4 2015 | Q3 2016 | 4 |
TOWER TRUST Co | 4 | 4 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q1 2014 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Atom Investors LP | 4 | 4 | 0.08% | 0.19% | 0.37% | Q3 2022 | Q2 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 2.36% | 2.46% | 2.57% | Q4 2022 | Q3 2023 | 4 |
Clean Energy Transition LLP | 4 | 4 | 3.14% | 5.02% | 7.98% | Q1 2022 | Q4 2022 | 4 |
JT Stratford LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.59% | 0.69% | 0.93% | Q2 2013 | Q1 2014 | 4 |
Jackson, Grant Investment Advisers, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Ninety One SA (PTY) Ltd | 3 | 1 | 0.02% | 0.90% | 3.52% | Q2 2016 | Q3 2023 | 4 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 4 | 0.14% | 0.14% | 0.15% | Q1 2016 | Q4 2016 | 4 |
Neo Ivy Capital Management | 2 | 1 | 0.05% | 0.12% | 0.19% | Q1 2021 | Q2 2023 | 4 |
Sunnymeath Asset Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2016 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.10% | 0.22% | Q2 2023 | Q3 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
MANCHESTER FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 4 |
Catamount Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Spark Investment Management LLC | 4 | 4 | 0.21% | 0.39% | 0.55% | Q2 2019 | Q1 2020 | 4 |
McClain Value Management LLC | 4 | 4 | 2.19% | 3.54% | 5.16% | Q3 2019 | Q2 2020 | 4 |
Private Vista, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q1 2019 | 4 |
Retirement Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.09% | 0.17% | 0.26% | Q2 2018 | Q1 2019 | 4 |
Traynor Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GIOVINE CAPITAL GROUP LLC | 4 | 4 | 3.27% | 3.74% | 4.24% | Q2 2013 | Q1 2014 | 4 |
PROFFITT & GOODSON INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.85% | 0.99% | 1.24% | Q2 2014 | Q1 2015 | 4 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.83% | 1.34% | 1.65% | Q2 2013 | Q2 2015 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisors of Tampa Bay, LLC | 4 | 4 | 0.17% | 1.70% | 3.24% | Q4 2017 | Q3 2018 | 4 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.18% | 0.28% | Q2 2013 | Q2 2015 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Meritage Group LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 4 |
XML Financial, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AUA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.07% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Silver Rock Financial LLC | 4 | 4 | 0.51% | 0.82% | 1.10% | Q4 2013 | Q3 2014 | 4 |
FIDUCIARY ASSET MANAGEMENT LLC | 4 | 4 | 0.25% | 0.33% | 0.42% | Q2 2014 | Q1 2015 | 4 |
FORA Capital, LLC | 2 | 1 | 0.24% | 0.47% | 0.86% | Q1 2020 | Q1 2023 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.00% | 0.08% | 0.12% | Q2 2019 | Q1 2020 | 4 |
O'Dell Group, LLC | 2 | 1 | 0.00% | 0.17% | 0.40% | Q4 2016 | Q2 2023 | 4 |
Railway Pension Investments Ltd | 3 | 1 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q4 2022 | 4 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 4 |
Berkeley Capital Partners, LLC | 4 | 4 | 0.38% | 0.45% | 0.52% | Q4 2018 | Q3 2019 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q1 2017 | 4 |
Strategic Capital Group LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2014 | 4 |
AXS Investments LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Forty4 Asset Management LLC | 2 | 2 | 0.01% | 0.09% | 0.22% | Q3 2013 | Q4 2013 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 4 |
COLUMBUS CIRCLE INVESTORS | 4 | 4 | 0.57% | 0.81% | 1.00% | Q3 2013 | Q2 2014 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.13% | 1.18% | 1.23% | Q4 2022 | Q3 2023 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.48% | 0.56% | 0.65% | Q2 2018 | Q1 2019 | 4 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.09% | 0.10% | 0.12% | Q3 2013 | Q4 2022 | 4 |
Founders Financial Alliance, LLC | 2 | 1 | 0.03% | 0.08% | 0.10% | Q3 2020 | Q2 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.19% | 0.27% | 0.36% | Q1 2016 | Q4 2016 | 4 |
TPH Asset Management, LLC | 4 | 4 | 0.09% | 0.18% | 0.22% | Q1 2017 | Q4 2017 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 1.31% | 1.62% | 2.04% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.08% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.38% | 0.46% | 0.54% | Q1 2014 | Q4 2014 | 4 |
Triumph Capital Management | 3 | 1 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 4 |
SIR Capital Management, L.P. | 1 | 1 | 0.31% | 1.74% | 4.92% | Q2 2015 | Q3 2022 | 4 |
PEOPLES BANK /OH | 4 | 4 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q1 2022 | 4 |
LVM CAPITAL MANAGEMENT LTD/MI | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q4 2022 | 4 |
Sabal Trust CO | 4 | 4 | 1.38% | 1.56% | 1.79% | Q1 2018 | Q4 2018 | 4 |
Solstein Capital, LLC | 2 | 1 | 0.03% | 0.08% | 0.18% | Q4 2019 | Q1 2021 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANCED CORP | 4 | 4 | 0.28% | 0.37% | 0.45% | Q3 2013 | Q2 2014 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q2 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Independence Capital Asset Partners, LLC | 3 | 1 | 0.06% | 1.92% | 2.67% | Q1 2014 | Q1 2015 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 1.70% | 2.20% | 2.83% | Q4 2022 | Q3 2023 | 4 |
Fund 1 Investments, LLC | 3 | 3 | 1.18% | 1.20% | 1.22% | Q1 2023 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
STAPP WEALTH MANAGEMENT, PLLC | 3 | 3 | 1.61% | 2.12% | 2.46% | Q1 2023 | Q3 2023 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Legacy Wealth Partners, Inc. | 3 | 3 | 0.59% | 0.68% | 0.76% | Q4 2020 | Q2 2021 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q2 2013 | Q4 2013 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 1.21% | 2.87% | 5.02% | Q1 2023 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 2 | 1 | 0.05% | 0.09% | 0.17% | Q3 2016 | Q4 2017 | 3 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 3 | 3 | 0.42% | 1.85% | 2.60% | Q4 2014 | Q2 2015 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.43% | 0.51% | 0.58% | Q2 2022 | Q4 2022 | 3 |
TCG Advisory Services, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 3 |
BAXTER BROS INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.27% | 0.68% | 0.90% | Q1 2022 | Q3 2022 | 3 |
Range Financial Group LLC | 3 | 3 | 0.56% | 0.83% | 1.12% | Q1 2022 | Q3 2022 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 2 | 1 | 1.83% | 2.11% | 2.68% | Q2 2013 | Q3 2014 | 3 |
Lumina Fund Management LLC | 2 | 1 | 0.43% | 0.49% | 0.60% | Q3 2014 | Q2 2019 | 3 |
First Command Advisory Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 1.92% | 2.11% | 2.22% | Q4 2013 | Q2 2014 | 3 |
KEYSTONE INVESTORS PTE LTD | 2 | 1 | 0.15% | 0.26% | 0.47% | Q4 2022 | Q3 2023 | 3 |
Cyrus J. Lawrence, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tacita Capital Inc | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.25% | 0.27% | 0.30% | Q4 2013 | Q2 2014 | 3 |
Values First Advisors, Inc. | 2 | 1 | 0.00% | 0.40% | 0.88% | Q4 2019 | Q1 2023 | 3 |
Orion Capital Management LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 1.41% | 1.59% | 1.81% | Q1 2023 | Q3 2023 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
FRONT BARNETT ASSOCIATES LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Ulland Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
REGATTA CAPITAL GROUP, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 3 |
Level Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 2 | 1 | 0.01% | 0.20% | 0.32% | Q3 2013 | Q1 2018 | 3 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.02% | 3.33% | 4.44% | Q3 2013 | Q4 2015 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.19% | 0.31% | Q2 2013 | Q3 2015 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Essex LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.16% | 0.32% | 0.41% | Q3 2017 | Q2 2018 | 3 |
TB Alternative Assets Ltd. | 2 | 1 | 0.53% | 0.75% | 1.16% | Q1 2022 | Q4 2022 | 3 |
Roundview Capital LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.31% | 0.41% | 0.53% | Q1 2016 | Q3 2016 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Carson Advisory Inc. | 3 | 3 | 0.59% | 0.66% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.16% | 0.71% | 1.02% | Q4 2021 | Q2 2022 | 3 |
Stillwater Capital Advisors, LLC | 3 | 3 | 0.93% | 1.64% | 2.10% | Q2 2018 | Q4 2018 | 3 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Holistic Financial Partners | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2017 | Q3 2018 | 3 |
AUXIER ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.68% | 0.71% | 0.73% | Q2 2013 | Q4 2013 | 3 |
Hartree Partners, LP | 2 | 1 | 0.38% | 1.57% | 3.85% | Q1 2018 | Q4 2019 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Asset Management Advisors, LLC | 3 | 3 | 3.71% | 4.69% | 5.62% | Q1 2023 | Q3 2023 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 3 |
Coastal Bridge Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2022 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.28% | 0.39% | 0.48% | Q3 2018 | Q1 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Cordasco Financial Network | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 3 |
LUCUS ADVISORS LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q4 2014 | Q2 2015 | 3 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.31% | 0.62% | Q4 2017 | Q1 2022 | 3 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 3 |
Game Creek Capital, LP | 1 | 1 | 0.10% | 0.49% | 0.86% | Q1 2019 | Q3 2023 | 3 |
MANA Advisors LLC | 1 | 1 | 0.47% | 1.30% | 2.03% | Q4 2017 | Q3 2019 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GLENHILL ADVISORS LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q2 2014 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 2.51% | 2.84% | 3.05% | Q4 2010 | Q2 2011 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.25% | 0.76% | 1.26% | Q2 2022 | Q4 2022 | 3 |
Altman Advisors, Inc. | 3 | 3 | 1.39% | 1.76% | 2.39% | Q2 2018 | Q4 2018 | 3 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 1 | 0.09% | 0.17% | 0.24% | Q4 2013 | Q3 2014 | 3 |
DARUMA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
TIDE POINT CAPITAL MANAGEMENT, LP | 3 | 3 | 5.64% | 6.47% | 7.52% | Q4 2017 | Q2 2018 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.22% | 0.45% | 0.58% | Q1 2014 | Q1 2017 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 1 | 0.44% | 0.51% | 0.55% | Q2 2014 | Q1 2017 | 3 |
Stone Ridge Asset Management LLC | 2 | 1 | 0.18% | 0.22% | 0.29% | Q2 2018 | Q4 2019 | 3 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.10% | 0.16% | 0.20% | Q2 2015 | Q3 2018 | 3 |
F3Logic, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Winthrop Partners - WNY, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2019 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.26% | 0.32% | 0.35% | Q4 2022 | Q2 2023 | 3 |
VECTOR WEALTH MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2011 | Q2 2012 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q4 2014 | 3 |
BLACKTHORN INVESTMENT GROUP LLC | 3 | 3 | 1.17% | 2.26% | 2.89% | Q2 2013 | Q4 2013 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q2 2013 | 3 |
SANDER CAPITAL ADVISORS INC | 3 | 3 | 1.22% | 1.36% | 1.48% | Q1 2023 | Q3 2023 | 3 |
SHAPIRO CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.24% | 0.27% | 0.29% | Q1 2018 | Q3 2019 | 3 |
TREVOR STEWART BURTON & JACOBSEN INC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2015 | Q4 2015 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.13% | 0.19% | 0.26% | Q4 2017 | Q2 2018 | 3 |
Lipe & Dalton | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2019 | 3 |
AFTON CAPITAL MANAGEMENT LLC | 3 | 3 | 4.83% | 9.54% | 15.08% | Q1 2022 | Q3 2022 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Carmignac Gestion | 3 | 3 | 2.89% | 3.15% | 3.44% | Q1 2016 | Q3 2016 | 3 |
Cannell & Co. | 2 | 1 | 0.16% | 0.22% | 0.34% | Q4 2014 | Q3 2016 | 3 |
Stumpf Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.21% | 0.43% | 0.59% | Q3 2019 | Q1 2020 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.35% | 0.37% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Sepio Capital, LP | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.20% | 0.31% | 0.37% | Q4 2018 | Q2 2019 | 3 |
CARL DOMINO INC | 3 | 3 | 0.99% | 1.12% | 1.35% | Q1 2017 | Q3 2017 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q4 2016 | 3 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q3 2014 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.13% | 0.19% | 0.25% | Q2 2016 | Q1 2017 | 3 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.19% | 2.61% | 5.09% | Q4 2016 | Q2 2019 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.13% | 0.14% | 0.16% | Q2 2016 | Q4 2016 | 3 |
Alight Capital Management LP | 2 | 1 | 0.98% | 1.17% | 1.35% | Q2 2021 | Q1 2023 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2014 | Q2 2015 | 3 |
SCHALLER INVESTMENT GROUP INC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2014 | Q3 2014 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.10% | 0.19% | 0.35% | Q4 2019 | Q2 2020 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Buffington Mohr McNeal | 1 | 1 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q1 2019 | 3 |
Acropolis Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 3 |
Bowling Portfolio Management LLC | 3 | 3 | 0.04% | 0.19% | 0.51% | Q2 2019 | Q4 2019 | 3 |
CADENCE BANK NA | 3 | 3 | 0.13% | 0.15% | 0.16% | Q2 2014 | Q4 2014 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
MCDONALD PARTNERS LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Haverford Financial Services, Inc. | 3 | 3 | 0.13% | 0.19% | 0.29% | Q3 2019 | Q1 2020 | 3 |
Caymus Capital Partners, L.P. | 3 | 3 | 6.08% | 7.43% | 9.23% | Q3 2018 | Q1 2019 | 3 |
Copper Rock Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CLEAR STREET LLC | 1 | 1 | 0.23% | 0.48% | 0.97% | Q2 2022 | Q4 2022 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q1 2021 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MENTA CAPITAL LLC | 2 | 1 | 0.35% | 0.42% | 0.50% | Q4 2016 | Q1 2019 | 3 |
Meridian Wealth Advisors, LLC | 2 | 1 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q2 2022 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 0.96% | 1.51% | 2.50% | Q2 2013 | Q4 2013 | 3 |
Employers Holdings, Inc. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2019 | Q4 2019 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.09% | 0.33% | 0.79% | Q2 2020 | Q3 2023 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Occidental Asset Management, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Mathes Company, Inc. | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q4 2019 | 3 |
SEARLE & CO. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Hi-Line Capital Management, LLC | 3 | 3 | 1.92% | 2.03% | 2.09% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 3 |
Copeland Capital Management, LLC | 3 | 3 | 1.72% | 1.82% | 1.90% | Q2 2013 | Q4 2013 | 3 |
Man Investments Ltd | 2 | 1 | 0.04% | 0.16% | 0.31% | Q3 2013 | Q2 2014 | 3 |
Triangle Securities Wealth Management | 1 | 1 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q2 2014 | 3 |
Arden Trust Co | 3 | 3 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Penobscot Investment Management Company, Inc. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q2 2018 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
TradeLink Global Equity LLC | 3 | 3 | 0.04% | 0.09% | 0.14% | Q2 2014 | Q4 2014 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.24% | 0.36% | Q3 2022 | Q1 2023 | 3 |
683 Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
TCF National Bank | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.10% | 0.14% | Q1 2022 | Q4 2022 | 3 |
Standard Investments LLC | 2 | 1 | 0.16% | 0.23% | 0.32% | Q2 2013 | Q3 2014 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.54% | 0.72% | 0.95% | Q3 2013 | Q1 2014 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.03% | 0.18% | 0.26% | Q3 2014 | Q2 2015 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.49% | 0.68% | 0.87% | Q2 2022 | Q4 2022 | 3 |
Serengeti Asset Management LP | 3 | 3 | 1.66% | 2.81% | 3.87% | Q3 2013 | Q1 2014 | 3 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.45% | 0.51% | 0.59% | Q2 2018 | Q4 2018 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
SPRINGOWL ASSOCIATES LLC | 3 | 3 | 1.68% | 4.42% | 7.00% | Q2 2013 | Q4 2013 | 3 |
GLG INC. | 3 | 3 | 0.16% | 0.19% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.07% | 0.22% | 0.32% | Q2 2022 | Q4 2022 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2019 | 3 |
Garde Capital, Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
Diametric Capital, LP | 1 | 1 | 0.12% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.04% | 0.26% | 0.37% | Q4 2015 | Q2 2016 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2018 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.30% | 0.78% | 1.59% | Q3 2014 | Q1 2022 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q2 2014 | Q4 2014 | 3 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.43% | 0.79% | Q1 2023 | Q2 2023 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.20% | 0.31% | 0.46% | Q1 2014 | Q3 2014 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 1.06% | 1.19% | 1.32% | Q1 2023 | Q3 2023 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q4 2013 | Q3 2014 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Mengis Capital Management, Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Longbow Finance SA | 3 | 3 | 1.78% | 1.94% | 2.03% | Q1 2023 | Q3 2023 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.36% | 0.54% | 0.66% | Q4 2015 | Q3 2016 | 3 |
Moran Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Cito Capital Group, LLC | 3 | 3 | 0.36% | 0.42% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Pensionfund Sabic | 3 | 3 | 0.77% | 0.80% | 0.84% | Q1 2015 | Q3 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.65% | 1.33% | Q3 2020 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Hosking Partners LLP | 2 | 2 | 0.08% | 0.35% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AR ASSET MANAGEMENT INC | 2 | 2 | 0.40% | 0.49% | 0.58% | Q1 2020 | Q2 2020 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q1 2023 | 2 |
Summit Global Investments | 1 | 1 | 0.18% | 0.33% | 0.48% | Q4 2016 | Q1 2018 | 2 |
CAMG Solamere Management, LLC | 2 | 2 | 1.48% | 1.48% | 1.48% | Q3 2019 | Q4 2019 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q2 2016 | 2 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.59% | 1.19% | Q2 2018 | Q1 2020 | 2 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q1 2018 | Q4 2019 | 2 |
Algebris (UK) Ltd | 2 | 2 | 0.56% | 0.64% | 0.72% | Q2 2021 | Q3 2021 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q4 2018 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 3.52% | 3.77% | 4.03% | Q2 2018 | Q4 2022 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.86% | 3.55% | 5.24% | Q3 2022 | Q3 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.25% | 0.85% | 1.44% | Q3 2020 | Q4 2020 | 2 |
Long Road Investment Counsel, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.09% | 0.19% | Q4 2019 | Q2 2022 | 2 |
Muzinich & Co., Inc. | 1 | 1 | 0.48% | 0.76% | 1.04% | Q3 2020 | Q2 2022 | 2 |
SailingStone Capital Partners LLC | 2 | 2 | 1.91% | 2.01% | 2.10% | Q2 2018 | Q3 2018 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 0.64% | 0.70% | 0.76% | Q1 2020 | Q2 2020 | 2 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2014 | Q3 2014 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.10% | 0.21% | 0.32% | Q2 2015 | Q1 2016 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 2.91% | 3.35% | 3.78% | Q2 2013 | Q3 2013 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Tibra Equities Europe Ltd | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2020 | Q4 2020 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.64% | 0.66% | 0.68% | Q3 2019 | Q4 2019 | 2 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 2 |
Athanor Capital, LP | 1 | 1 | 0.12% | 0.18% | 0.25% | Q3 2019 | Q2 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 5.74% | 6.24% | 6.73% | Q4 2016 | Q1 2017 | 2 |
Paulson Wealth Management Inc. | 1 | 1 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q2 2018 | 2 |
Private Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 2 |
Arnhold LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Stokes Capital Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Osborn Williams & Donohoe LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Addison Capital Co | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 2 | 2 | 0.41% | 0.47% | 0.52% | Q1 2017 | Q2 2017 | 2 |
Veritas Investment Management LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 1.78% | 1.90% | 2.01% | Q2 2023 | Q3 2023 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.87% | 3.33% | 5.80% | Q1 2022 | Q2 2022 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.34% | 0.41% | 0.48% | Q2 2014 | Q2 2023 | 2 |
Murphy Pohlad Asset Management LLC | 2 | 2 | 0.51% | 0.61% | 0.72% | Q4 2019 | Q1 2020 | 2 |
Centric Wealth Management | 1 | 1 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q4 2021 | 2 |
One Fin Capital Management LP | 2 | 2 | 4.65% | 5.45% | 6.26% | Q2 2019 | Q3 2019 | 2 |
One68 Global Capital, LLC | 2 | 2 | 1.17% | 2.03% | 2.89% | Q3 2019 | Q4 2019 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sandbar Asset Management LLP | 1 | 1 | 0.75% | 0.88% | 1.00% | Q1 2023 | Q3 2023 | 2 |
Principal Street Partners, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Glacier Peak Capital LLC | 1 | 1 | 0.04% | 0.93% | 1.82% | Q4 2013 | Q4 2016 | 2 |
H&H International Investment, LLC | 2 | 2 | 0.08% | 0.13% | 0.19% | Q1 2023 | Q2 2023 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.12% | 0.21% | 0.30% | Q1 2023 | Q2 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Jade Capital Advisors, LLC | 2 | 2 | 0.58% | 0.64% | 0.69% | Q2 2021 | Q3 2021 | 2 |
SlateStone Wealth, LLC | 1 | 1 | 0.08% | 0.27% | 0.46% | Q1 2019 | Q3 2022 | 2 |
Clarkston Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Signet Investment Advisory Group, Inc. | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q1 2019 | 2 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 2 |
Tyrus Capital S.A.M. | 2 | 2 | 0.10% | 0.17% | 0.24% | Q4 2015 | Q1 2016 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2015 | Q2 2015 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.29% | 0.31% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Callan Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
RBA Wealth Management, LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 1.12% | 3.27% | 5.42% | Q2 2018 | Q2 2023 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.30% | 0.33% | 0.37% | Q2 2022 | Q3 2022 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.83% | 0.90% | 0.97% | Q2 2014 | Q3 2014 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.44% | 0.47% | 0.49% | Q2 2022 | Q3 2022 | 2 |
Family Management Corp | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.12% | 0.28% | 0.44% | Q3 2022 | Q4 2022 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 1.18% | 1.48% | 1.78% | Q3 2017 | Q4 2017 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Privium Fund Management B.V. | 2 | 2 | 3.29% | 3.78% | 4.26% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Duquesne Family Office | 1 | 1 | 0.76% | 1.03% | 1.31% | Q2 2014 | Q4 2022 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cairn Investment Group, Inc. | 2 | 2 | 0.30% | 0.53% | 0.76% | Q4 2019 | Q1 2020 | 2 |
Ignis Investment Services Ltd | 2 | 2 | 1.12% | 1.13% | 1.14% | Q4 2013 | Q1 2014 | 2 |
Fairholme Capital Management | 2 | 2 | 0.98% | 0.99% | 1.00% | Q1 2020 | Q2 2020 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.17% | 0.20% | 0.22% | Q3 2022 | Q4 2022 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Apella Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Corvex Management LP | 1 | 1 | 0.98% | 1.00% | 1.01% | Q2 2013 | Q2 2013 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2013 | Q1 2014 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2014 | Q3 2014 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Bocage Capital, LLC | 1 | 1 | 1.47% | 2.89% | 4.31% | Q2 2013 | Q1 2014 | 2 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
CLARK ESTATES INC/NY | 2 | 2 | 0.47% | 0.53% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
Titan Capital Management, LLC /TX | 2 | 2 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q2 2021 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.78% | 0.78% | 0.79% | Q2 2013 | Q3 2013 | 2 |
Sara-Bay Financial | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.09% | 0.13% | 0.17% | Q4 2017 | Q2 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Motley Fool Asset Management LLC | 2 | 2 | 1.37% | 1.48% | 1.59% | Q2 2013 | Q3 2013 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.37% | 0.49% | 0.61% | Q3 2021 | Q4 2021 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Arctis Global LLC | 1 | 1 | 2.62% | 4.02% | 5.41% | Q1 2021 | Q1 2023 | 2 |
Antipodean Advisors LLC | 2 | 2 | 22.94% | 28.09% | 33.24% | Q2 2023 | Q3 2023 | 2 |
Sage Mountain Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Artal Group S.A. | 1 | 1 | 0.09% | 0.26% | 0.42% | Q4 2014 | Q3 2020 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q1 2023 | 2 |
WD RUTHERFORD LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 1.02% | 1.02% | 1.02% | Q1 2022 | Q2 2022 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.00% | 0.10% | 0.20% | Q3 2019 | Q4 2019 | 2 |
PointState Capital LP | 1 | 1 | 0.05% | 0.10% | 0.14% | Q3 2019 | Q1 2022 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.21% | 0.24% | 0.26% | Q2 2014 | Q3 2014 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.22% | 0.73% | 1.24% | Q2 2022 | Q1 2023 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 1.16% | 1.19% | 1.21% | Q2 2013 | Q3 2013 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Anson Funds Management LP | 2 | 2 | 0.59% | 2.17% | 3.76% | Q2 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Crestmont Private Wealth LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Accurate Wealth Management, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Greenland Capital Management LP | 2 | 2 | 1.31% | 1.44% | 1.56% | Q4 2022 | Q1 2023 | 2 |
Connective Portfolio Management, LLC | 1 | 1 | 2.17% | 2.72% | 3.27% | Q3 2022 | Q3 2023 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.08% | 0.14% | Q4 2021 | Q1 2022 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q4 2022 | 2 |
StellarOne CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2014 | Q1 2015 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.33% | 0.38% | 0.42% | Q2 2019 | Q3 2019 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Soros Fund Management | 1 | 1 | 0.02% | 0.20% | 0.37% | Q2 2013 | Q2 2014 | 2 |
Corton Capital Inc. | 2 | 2 | 0.78% | 0.88% | 0.98% | Q4 2021 | Q1 2022 | 2 |
CTC Capital Management, LLC | 2 | 2 | 0.38% | 1.27% | 2.16% | Q2 2022 | Q3 2022 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 2 |
Saiers Capital, LLC | 1 | 1 | 0.05% | 0.24% | 0.42% | Q1 2015 | Q1 2015 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.14% | 0.43% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Harvest Portfolios Group Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.47% | 0.51% | 0.55% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.82% | 0.93% | 1.04% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Empire Financial Management Company, LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.14% | 0.16% | 0.17% | Q3 2023 | Q4 2023 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FrontFour Capital Group LLC | 1 | 1 | 1.69% | 2.10% | 2.50% | Q3 2014 | Q3 2014 | 2 |
DOW CHEMICAL CO /DE/ | 2 | 2 | 0.08% | 0.14% | 0.19% | Q2 2014 | Q3 2014 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 1.26% | 1.29% | 1.32% | Q1 2014 | Q2 2014 | 2 |
Cheviot Value Management, LLC | 2 | 2 | 0.16% | 0.20% | 0.25% | Q2 2023 | Q3 2023 | 2 |
TBP Investments Management, LLC | 1 | 1 | 3.05% | 5.41% | 7.77% | Q2 2013 | Q2 2015 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.40% | 1.52% | 1.64% | Q4 2012 | Q3 2013 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.30% | 1.67% | 2.05% | Q2 2013 | Q3 2013 | 2 |
WealthTrust Axiom LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q1 2019 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.15% | 0.16% | 0.17% | Q3 2017 | Q4 2018 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.47% | 0.68% | 0.88% | Q2 2015 | Q2 2015 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.20% | 0.33% | 0.47% | Q4 2019 | Q1 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2014 | Q3 2014 | 2 |
Perennial Investment Partners LTD | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2013 | Q3 2013 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2021 | Q3 2021 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q2 2017 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.27% | 0.37% | 0.46% | Q3 2019 | Q4 2019 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2013 | Q1 2015 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.36% | 0.39% | 0.42% | Q2 2022 | Q4 2022 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2018 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.08% | 0.20% | 0.32% | Q3 2013 | Q4 2013 | 2 |
Lorber David A | 1 | 1 | 1.73% | 2.15% | 2.56% | Q3 2014 | Q3 2014 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Legacy Private Trust Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 2 |
Integre Asset Management, LLC | 2 | 2 | 1.13% | 1.15% | 1.17% | Q2 2013 | Q3 2013 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Advisors Capital Management, LLC | 1 | 1 | 0.05% | 0.39% | 0.72% | Q4 2019 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.53% | 0.66% | 0.79% | Q1 2018 | Q4 2019 | 2 |
Legg Mason Asset Management (Japan) Co., Ltd. | 2 | 2 | 0.65% | 0.67% | 0.70% | Q2 2019 | Q3 2019 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.29% | 0.32% | 0.36% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
GLG Partners LP | 2 | 2 | 0.09% | 0.26% | 0.42% | Q2 2017 | Q3 2017 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.18% | 0.22% | 0.25% | Q2 2013 | Q3 2013 | 2 |
SELZ CAPITAL LLC | 2 | 2 | 0.34% | 0.75% | 1.15% | Q1 2017 | Q2 2017 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 1.44% | 1.65% | 1.86% | Q4 2018 | Q1 2019 | 2 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.00% | 0.17% | 0.34% | Q1 2020 | Q1 2020 | 2 |
Aristotle Capital Management, LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2013 | Q2 2014 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 21.16% | 26.66% | 32.17% | Q2 2019 | Q3 2019 | 2 |
SOMERVILLE KURT F | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
FIRST UNITED BANK & TRUST | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2014 | Q3 2014 | 2 |
Leonard Green & Partners, L.P. | 2 | 2 | 0.36% | 0.70% | 1.03% | Q4 2019 | Q1 2020 | 2 |
Pennant Capital Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ASCEND CAPITAL, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Sandell Asset Management Corp. | 2 | 2 | 0.18% | 0.33% | 0.48% | Q2 2019 | Q3 2019 | 2 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.09% | 0.13% | 0.18% | Q4 2013 | Q2 2019 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.54% | 0.56% | 0.58% | Q3 2015 | Q1 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2014 | Q1 2015 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Semper Augustus Investments Group | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2021 | Q3 2021 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.14% | 0.31% | 0.48% | Q4 2019 | Q4 2019 | 2 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2013 | Q4 2013 | 2 |
Gruss & Co., LLC | 2 | 2 | 1.09% | 1.96% | 2.83% | Q3 2013 | Q4 2013 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.64% | 0.92% | 1.19% | Q3 2013 | Q2 2019 | 2 |
SHUFRO ROSE & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 2 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.12% | 0.17% | 0.22% | Q3 2016 | Q3 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 2 |
PORTLAND INVESTMENT COUNSEL INC. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
PRICE MICHAEL F | 2 | 2 | 0.35% | 0.42% | 0.49% | Q3 2019 | Q4 2019 | 2 |
MARCO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Precocity Capital LP | 1 | 1 | 1.38% | 1.83% | 2.27% | Q4 2017 | Q2 2018 | 2 |
Asia Research & Capital Management Ltd | 1 | 1 | 35.47% | 44.14% | 52.81% | Q3 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2016 | Q3 2016 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q2 2023 | 2 |
LNZ Capital LP | 2 | 2 | 8.38% | 12.28% | 16.18% | Q3 2016 | Q4 2016 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2023 | 2 |
TTP Investments, Inc. | 2 | 2 | 1.28% | 1.36% | 1.43% | Q3 2022 | Q4 2022 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 2 |
PHYSICIANS FINANCIAL SERVICES, INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Signition LP | 2 | 2 | 0.59% | 0.83% | 1.07% | Q1 2018 | Q2 2018 | 2 |
Symmetry Investments LP | 1 | 1 | 0.23% | 0.23% | 0.24% | Q2 2022 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.15% | 0.28% | 0.41% | Q4 2016 | Q1 2017 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Wills Financial Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
First Pacific Financial | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2015 | Q2 2015 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DUDLEY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Covalent Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 3.71% | 3.71% | 3.71% | Q4 2013 | Q4 2013 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2017 | Q4 2017 | 1 |
Monaco Asset Management SAM | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2013 | Q2 2013 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Teilinger Capital Ltd. | 1 | 1 | 4.72% | 4.72% | 4.72% | Q2 2013 | Q2 2013 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q3 2023 | Q3 2023 | 1 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2019 | Q4 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2013 | Q1 2013 | 1 |
Central Square Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Nokota Management, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WULFF, HANSEN & CO. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Chronos Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2015 | Q4 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PARUS FINANCE (UK) Ltd | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Top Ace Asset Management Ltd | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2022 | Q4 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BCS Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Avalon Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
Hikari Tsushin, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Madison Street Partners, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2014 | Q2 2014 | 1 |
3G Capital Partners | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2013 | Q2 2013 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Red Spruce Capital, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
Hayman Capital | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
KLS Diversified Asset Management LP | 1 | 1 | 16.11% | 16.11% | 16.11% | Q4 2020 | Q4 2020 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Mercer Investments LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.90% | 3.90% | 3.90% | Q4 2022 | Q4 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Beaton Management Co. Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MEDICI CAPITAL LLC | 1 | 1 | 14.64% | 14.64% | 14.64% | Q1 2023 | Q1 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Selway Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Advantage, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
Goodman Financial Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Cider Mill Investments LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2018 | Q2 2018 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PARA ADVISORS LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2013 | Q4 2013 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Westpark Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Kellner Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 3.63% | 3.63% | 3.63% | Q2 2019 | Q2 2019 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2015 | Q1 2015 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2019 | Q2 2019 | 1 |
EJF Capital LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
Huntington Steele LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2018 | Q3 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ARGA Investment Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2023 | Q1 2023 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2019 | Q2 2019 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 10.61% | 10.61% | 10.61% | Q3 2019 | Q3 2019 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2015 | Q3 2015 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sippican Capital Advisors | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2014 | Q3 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q4 2016 | Q4 2016 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2019 | Q4 2019 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2019 | Q4 2019 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Minneapolis Portfolio Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Scion Asset Management | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SOUND ENERGY PARTNERS, INC. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2014 | Q1 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
Edgemoor Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
MANOR ROAD CAPITAL PARTNERS, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q1 2020 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2023 | Q3 2023 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Oak Thistle LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2019 | Q1 2019 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2018 | Q2 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DARRELL & KING LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2017 | Q1 2017 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
GoldenTree Asset Management | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2020 | Q2 2020 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 4.41% | 4.41% | 4.41% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Discovery Value Fund | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Overbrook Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2014 | Q2 2014 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
D.C. Capital Advisors, Ltd | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2019 | Q3 2019 | 1 |
Maple Rock Capital Partners | 1 | 1 | 9.82% | 9.82% | 9.82% | Q2 2020 | Q2 2020 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2019 | Q2 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
BOW STREET LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2013 | Q4 2013 | 1 |
Covalis Capital LLP | 1 | 1 | 4.26% | 4.26% | 4.26% | Q1 2022 | Q1 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
Raffles Associates | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2023 | Q2 2023 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Merewether Investment Management, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2012 | Q4 2012 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kite Lake Capital Management (UK) LLP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2019 | Q2 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2020 | Q1 2020 | 1 |
MFN Partners Management, LP | 1 | 1 | 12.46% | 12.46% | 12.46% | Q4 2021 | Q4 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SWS Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
EA Series Trust | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Mobius Capital Management, LLC | 1 | 1 | 5.35% | 5.35% | 5.35% | Q2 2018 | Q2 2018 | 1 |
Fort Baker Capital Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2016 | Q3 2016 | 1 |
Maj Invest Holding A/S | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IRON Financial LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Thornmark Asset Management Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2013 | Q2 2013 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PayPay Securities Corp | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2022 | Q2 2022 | 1 |
Winchester Group Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2013 | Q3 2013 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Next Level Private LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
DDD Partners, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2017 | Q4 2017 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2012 | Q3 2012 | 1 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2023 | Q2 2023 | 1 |
EMFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 5.75% | 5.75% | 5.75% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVEREST CAPITAL LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2014 | Q2 2014 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2018 | Q3 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
COOPERMAN LEON G | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2013 | Q2 2013 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Retireful, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Winton Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
Atlas Financial Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Sarasin & Partners LLP | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2013 | Q2 2013 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2016 | Q3 2016 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Brenham Capital Management, L.P. | 1 | 1 | 6.36% | 6.36% | 6.36% | Q2 2018 | Q2 2018 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Joule Financial, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amiya Capital LLP | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2014 | Q3 2014 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2013 | Q4 2013 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oslo Asset Management AS | 1 | 1 | 5.83% | 5.83% | 5.83% | Q2 2019 | Q2 2019 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2018 | Q4 2018 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2022 | Q3 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Retirement Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
MSD Partners, L.P. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2013 | Q2 2013 | 1 |
GWM Asset Management Ltd | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2019 | Q4 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CQS (US), LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Joseph R. Weiss, LLC | 1 | 1 | 7.60% | 7.60% | 7.60% | Q3 2019 | Q3 2019 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own OCCIDENTAL PETE CORP DEL or have owned OCCIDENTAL PETE CORP DEL in the past.