Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 126 |
GOLDMAN SACHS GROUP INC | 42 | 2 | 0.00% | 0.03% | 0.24% | Q3 2012 | Q3 2023 | 121 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.55% | Q2 2013 | Q3 2023 | 118 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.08% | 0.74% | Q2 2013 | Q3 2023 | 109 |
Parallax Volatility Advisers, L.P. | 39 | 39 | 0.00% | 0.10% | 1.20% | Q1 2014 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.13% | 0.83% | Q2 2013 | Q3 2023 | 106 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 101 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.37% | Q2 2013 | Q3 2023 | 99 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.23% | Q4 2014 | Q3 2023 | 98 |
Citadel Advisors | 34 | 7 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 97 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q3 2023 | 89 |
BNP PARIBAS FINANCIAL MARKETS | 33 | 4 | 0.00% | 0.05% | 0.23% | Q2 2014 | Q3 2023 | 85 |
TWO SIGMA INVESTMENTS, LP | 26 | 14 | 0.00% | 0.11% | 0.55% | Q3 2013 | Q3 2023 | 83 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 83 |
Cutler Group LLC / CA | 19 | 9 | 0.00% | 0.07% | 0.40% | Q4 2015 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 20 | 8 | 0.00% | 0.05% | 0.15% | Q2 2016 | Q3 2023 | 82 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 76 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.06% | 0.29% | Q2 2014 | Q3 2023 | 75 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 68 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.20% | Q1 2013 | Q3 2023 | 67 |
Twin Tree Management, LP | 15 | 2 | 0.00% | 0.06% | 0.37% | Q2 2015 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.14% | 0.82% | Q3 2018 | Q3 2023 | 58 |
TWO SIGMA SECURITIES, LLC | 15 | 10 | 0.00% | 0.06% | 0.37% | Q2 2017 | Q3 2023 | 58 |
Creative Planning | 33 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 58 |
HSBC HOLDINGS PLC | 38 | 38 | 0.00% | 0.03% | 0.17% | Q2 2014 | Q3 2023 | 58 |
Paloma Partners Management Co | 11 | 1 | 0.00% | 0.06% | 0.65% | Q2 2013 | Q3 2023 | 56 |
Jefferies Group LLC | 22 | 2 | 0.00% | 0.04% | 0.46% | Q2 2013 | Q3 2022 | 55 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.09% | 0.35% | Q2 2013 | Q2 2018 | 54 |
HAP Trading, LLC | 18 | 1 | 0.00% | 0.21% | 1.43% | Q2 2013 | Q3 2023 | 51 |
Avalon Global Asset Management LLC | 39 | 39 | 0.39% | 4.16% | 7.11% | Q1 2014 | Q3 2023 | 51 |
Squarepoint Ops LLC | 15 | 2 | 0.00% | 0.33% | 1.71% | Q4 2015 | Q3 2023 | 51 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 50 |
BALYASNY ASSET MANAGEMENT L.P. | 27 | 1 | 0.01% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 50 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 49 |
HighTower Advisors, LLC | 38 | 38 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 47 |
NOMURA HOLDINGS INC | 20 | 2 | 0.00% | 0.02% | 0.16% | Q1 2013 | Q3 2023 | 45 |
Cubist Systematic Strategies, LLC | 28 | 2 | 0.00% | 0.15% | 0.66% | Q2 2014 | Q3 2023 | 45 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.04% | 0.07% | Q4 2012 | Q3 2023 | 44 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.07% | 0.81% | 2.34% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.07% | 0.18% | Q1 2013 | Q3 2023 | 43 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 43 | 43 | 0.00% | 0.11% | 0.26% | Q1 2013 | Q3 2023 | 43 |
Swiss National Bank | 42 | 42 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.10% | 0.22% | 0.59% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.02% | 0.54% | 1.47% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Consolidated Investment Group LLC | 42 | 42 | 1.28% | 2.32% | 3.48% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.02% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.20% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.20% | 0.60% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q2 2023 | 42 |
Firsthand Capital Management, Inc. | 42 | 42 | 0.28% | 2.04% | 5.07% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.24% | 0.99% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 41 | 41 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q3 2023 | 41 |
CROSSLINK CAPITAL INC | 41 | 41 | 0.00% | 6.72% | 13.82% | Q3 2013 | Q3 2023 | 41 |
CENTRAL TRUST Co | 41 | 41 | 0.00% | 0.02% | 0.20% | Q3 2013 | Q3 2023 | 41 |
Eventide Asset Management | 40 | 40 | 0.48% | 1.78% | 3.63% | Q4 2013 | Q3 2023 | 40 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.09% | 0.28% | Q1 2014 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 38 | 2 | 0.00% | 0.16% | 0.64% | Q2 2013 | Q3 2023 | 40 |
AXA S.A. | 38 | 2 | 0.01% | 0.21% | 0.61% | Q2 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.02% | 0.06% | 0.17% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.05% | 0.20% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO OF NEVADA INC | 40 | 40 | 0.03% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 40 |
AQR Capital Management | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 0.10% | 0.34% | 0.93% | Q4 2013 | Q3 2023 | 40 |
Daiwa Securities Group Inc. | 36 | 36 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 40 |
CREDIT AGRICOLE S A | 22 | 5 | 0.00% | 0.25% | 0.87% | Q2 2013 | Q3 2023 | 40 |
TREMBLANT CAPITAL GROUP | 31 | 31 | 0.88% | 3.65% | 6.47% | Q1 2016 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.05% | 0.16% | 0.28% | Q4 2013 | Q3 2023 | 40 |
KBC Group NV | 39 | 39 | 0.00% | 0.17% | 0.62% | Q1 2014 | Q3 2023 | 39 |
LAZARD ASSET MANAGEMENT LLC | 39 | 39 | 0.01% | 0.14% | 0.39% | Q1 2014 | Q3 2023 | 39 |
DIMENSIONAL FUND ADVISORS LP | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Newman Dignan & Sheerar, Inc. | 25 | 14 | 0.01% | 0.23% | 0.55% | Q2 2013 | Q3 2023 | 39 |
NORDEA INVESTMENT MANAGEMENT AB | 36 | 3 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 39 |
AMERICAN CENTURY COMPANIES INC | 27 | 4 | 0.00% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 39 | 39 | 0.04% | 0.12% | 0.43% | Q1 2014 | Q3 2023 | 39 |
MACQUARIE GROUP LTD | 36 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 39 | 39 | 0.01% | 0.26% | 0.59% | Q1 2014 | Q3 2023 | 39 |
NEW YORK STATE COMMON RETIREMENT FUND | 38 | 1 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 39 | 39 | 0.02% | 0.08% | 0.22% | Q1 2014 | Q3 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
MARSHALL WACE, LLP | 14 | 1 | 0.00% | 0.08% | 0.42% | Q1 2014 | Q3 2023 | 39 |
Sandy Spring Bank | 38 | 38 | 0.00% | 0.24% | 0.77% | Q2 2014 | Q3 2023 | 38 |
Bridgecreek Investment Management, LLC | 38 | 38 | 0.21% | 1.02% | 2.50% | Q2 2014 | Q3 2023 | 38 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.01% | 0.08% | 0.32% | Q3 2013 | Q3 2023 | 38 |
Neuberger Berman Group LLC | 38 | 38 | 0.00% | 0.06% | 0.26% | Q2 2014 | Q3 2023 | 38 |
TRILLIUM ASSET MANAGEMENT, LLC | 38 | 38 | 0.16% | 1.17% | 1.71% | Q2 2014 | Q3 2023 | 38 |
Compagnie Lombard Odier SCmA | 37 | 1 | 0.00% | 1.44% | 3.97% | Q4 2013 | Q3 2023 | 38 |
Weiss Multi-Strategy Advisers LLC | 27 | 1 | 0.01% | 0.35% | 1.20% | Q4 2013 | Q3 2023 | 38 |
American Money Management, LLC | 38 | 38 | 0.17% | 0.35% | 0.48% | Q2 2014 | Q3 2023 | 38 |
LORD, ABBETT & CO. LLC | 23 | 3 | 0.01% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 38 |
BOKF, NA | 27 | 2 | 0.01% | 0.15% | 0.31% | Q3 2013 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 38 |
CIBC Asset Management Inc | 37 | 1 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q3 2023 | 38 |
Granite Investment Partners, LLC | 24 | 14 | 0.01% | 0.32% | 1.18% | Q1 2014 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.10% | 0.32% | Q2 2014 | Q3 2023 | 38 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.08% | 0.23% | Q1 2013 | Q3 2023 | 37 |
MIDDLETON & CO INC/MA | 35 | 2 | 0.05% | 0.40% | 1.36% | Q2 2014 | Q3 2023 | 37 |
DekaBank Deutsche Girozentrale | 37 | 37 | 0.00% | 0.06% | 0.23% | Q3 2014 | Q3 2023 | 37 |
Allen Investment Management, LLC | 37 | 37 | 0.02% | 0.13% | 0.40% | Q3 2014 | Q3 2023 | 37 |
Diversified Trust Co | 37 | 37 | 0.02% | 0.08% | 0.32% | Q4 2014 | Q4 2023 | 37 |
Robeco Institutional Asset Management B.V. | 37 | 37 | 0.04% | 0.17% | 0.44% | Q3 2014 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 37 | 37 | 0.01% | 0.15% | 0.46% | Q3 2014 | Q3 2023 | 37 |
WEDBUSH SECURITIES INC | 37 | 37 | 0.02% | 0.09% | 0.34% | Q3 2014 | Q3 2023 | 37 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.11% | 0.89% | Q1 2016 | Q3 2023 | 37 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 37 |
Meiji Yasuda Life Insurance Co | 37 | 37 | 0.01% | 0.10% | 0.28% | Q3 2014 | Q3 2023 | 37 |
ProShare Advisors LLC | 37 | 37 | 0.00% | 0.04% | 0.26% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 17 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 37 |
WESBANCO BANK INC | 25 | 1 | 0.02% | 0.30% | 0.80% | Q3 2013 | Q3 2023 | 37 |
Meiji Yasuda Asset Management Co Ltd. | 37 | 37 | 0.03% | 0.08% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Wellington Shields Capital Management, LLC | 37 | 37 | 0.14% | 0.36% | 0.93% | Q3 2014 | Q3 2023 | 37 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 17 | 4 | 0.00% | 0.31% | 1.00% | Q2 2013 | Q2 2023 | 37 |
Baker Avenue Asset Management, LP | 34 | 1 | 0.02% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 37 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.07% | 0.23% | Q2 2015 | Q3 2023 | 37 |
EATON VANCE MANAGEMENT | 37 | 37 | 0.00% | 0.12% | 0.25% | Q3 2013 | Q3 2022 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 1 | 0.01% | 0.10% | 0.24% | Q2 2014 | Q3 2023 | 37 |
TD ASSET MANAGEMENT INC | 23 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
STRS OHIO | 37 | 37 | 0.00% | 0.19% | 0.48% | Q3 2014 | Q3 2023 | 37 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 36 | 36 | 0.17% | 2.37% | 4.20% | Q4 2014 | Q3 2023 | 36 |
Gulf International Bank (UK) Ltd | 36 | 36 | 0.04% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
EMERALD ADVISERS, LLC | 26 | 10 | 0.02% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 36 |
JANUS HENDERSON GROUP PLC | 36 | 36 | 0.00% | 0.11% | 0.40% | Q4 2014 | Q3 2023 | 36 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 36 | 36 | 0.01% | 0.14% | 1.12% | Q4 2014 | Q3 2023 | 36 |
PANAGORA ASSET MANAGEMENT INC | 32 | 1 | 0.00% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 36 |
BESSEMER GROUP INC | 24 | 1 | 0.00% | 0.08% | 0.52% | Q2 2013 | Q3 2023 | 36 |
NOMURA ASSET MANAGEMENT CO LTD | 36 | 36 | 0.01% | 0.22% | 0.98% | Q4 2014 | Q3 2023 | 36 |
Asset Management One Co., Ltd. | 36 | 36 | 0.01% | 0.09% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 36 | 36 | 0.00% | 0.08% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Mitsubishi UFJ Trust & Banking Corp | 36 | 36 | 0.04% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 36 |
WESTPAC BANKING CORP | 36 | 36 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Mitsubishi UFJ Asset Management Co., Ltd. | 36 | 36 | 0.03% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Sumitomo Mitsui Trust Holdings, Inc. | 36 | 36 | 0.04% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 20 | 16 | 0.03% | 0.11% | 0.20% | Q2 2014 | Q3 2023 | 36 |
NORGES BANK | 36 | 36 | 0.00% | 0.06% | 0.22% | Q1 2014 | Q4 2022 | 36 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q1 2017 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 36 |
TRUST CO OF VERMONT | 36 | 36 | 0.00% | 0.25% | 1.06% | Q4 2014 | Q3 2023 | 36 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 36 | 36 | 0.06% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 36 | 36 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Somerset Group LLC | 36 | 36 | 1.19% | 1.80% | 3.00% | Q4 2014 | Q3 2023 | 36 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 36 | 36 | 0.00% | 0.06% | 0.26% | Q4 2014 | Q3 2023 | 36 |
FUKOKU MUTUAL LIFE INSURANCE Co | 35 | 35 | 0.01% | 0.07% | 0.55% | Q1 2015 | Q3 2023 | 35 |
CULLEN/FROST BANKERS, INC. | 19 | 16 | 0.00% | 0.05% | 0.29% | Q3 2014 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 35 | 35 | 0.01% | 0.12% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Livforsakringsbolaget Skandia, Omsesidigt | 35 | 35 | 0.01% | 0.05% | 0.79% | Q1 2015 | Q3 2023 | 35 |
FEDERATED HERMES, INC. | 29 | 2 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 35 |
SYMMETRY PEAK MANAGEMENT LLC | 8 | 5 | 0.07% | 1.05% | 5.35% | Q2 2013 | Q3 2018 | 35 |
WELCH & FORBES LLC | 35 | 35 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
AVIVA PLC | 35 | 35 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q3 2023 | 35 |
WHITTIER TRUST CO | 24 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 26 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 35 |
PRUDENTIAL FINANCIAL INC | 35 | 35 | 0.00% | 0.01% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Candriam S.C.A. | 35 | 35 | 0.01% | 0.35% | 0.84% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.01% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 35 |
MOGY JOEL R INVESTMENT COUNSEL INC | 35 | 35 | 0.04% | 1.13% | 2.95% | Q1 2015 | Q3 2023 | 35 |
COMERICA BANK | 33 | 1 | 0.00% | 0.02% | 0.15% | Q1 2014 | Q3 2023 | 35 |
Jump Trading, LLC | 6 | 1 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q1 2019 | 35 |
BNP Paribas Asset Management Holding S.A. | 35 | 35 | 0.00% | 0.30% | 1.10% | Q1 2015 | Q3 2023 | 35 |
NATIXIS | 19 | 3 | 0.00% | 0.08% | 0.40% | Q3 2015 | Q3 2023 | 35 |
HUNTINGTON NATIONAL BANK | 22 | 13 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 35 |
Renaissance Technologies | 27 | 4 | 0.00% | 0.51% | 1.18% | Q4 2013 | Q3 2023 | 35 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 23 | 12 | 0.10% | 0.60% | 1.59% | Q2 2014 | Q3 2023 | 35 |
SFE Investment Counsel | 35 | 35 | 0.12% | 1.83% | 3.11% | Q1 2015 | Q3 2023 | 35 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 34 |
INTEGRAL DERIVATIVES, LLC | 10 | 7 | 0.00% | 0.07% | 0.74% | Q4 2013 | Q1 2018 | 34 |
CIBC WORLD MARKET INC. | 33 | 1 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 34 |
SG Americas Securities, LLC | 25 | 1 | 0.00% | 0.26% | 4.50% | Q3 2013 | Q3 2023 | 34 |
DAVENPORT & Co LLC | 28 | 6 | 0.00% | 0.03% | 0.36% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.03% | 0.07% | 0.14% | Q2 2015 | Q3 2023 | 34 |
CANADA PENSION PLAN INVESTMENT BOARD | 34 | 34 | 0.13% | 0.53% | 1.14% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.00% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 34 |
Choate Investment Advisors | 24 | 4 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 23 | 11 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 34 |
APG Asset Management N.V. | 34 | 34 | 0.01% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Nuveen Asset Management, LLC | 23 | 8 | 0.00% | 0.13% | 0.45% | Q4 2014 | Q3 2023 | 34 |
Apriem Advisors | 18 | 2 | 0.00% | 0.14% | 0.84% | Q2 2014 | Q3 2023 | 34 |
OLD NATIONAL BANCORP /IN/ | 26 | 1 | 0.01% | 0.25% | 0.86% | Q3 2014 | Q3 2023 | 34 |
ClearBridge Investments | 31 | 1 | 0.00% | 0.52% | 1.17% | Q2 2014 | Q3 2023 | 34 |
OAK ASSOCIATES LTD /OH/ | 34 | 34 | 0.04% | 0.09% | 0.17% | Q4 2013 | Q1 2022 | 34 |
JENNISON ASSOCIATES LLC | 33 | 33 | 0.02% | 0.22% | 0.91% | Q3 2015 | Q3 2023 | 33 |
MOODY NATIONAL BANK TRUST DIVISION | 33 | 33 | 0.01% | 0.08% | 0.17% | Q3 2015 | Q3 2023 | 33 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.40% | 0.97% | Q2 2014 | Q3 2023 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 8 | 0.01% | 0.06% | 0.23% | Q1 2015 | Q3 2023 | 33 |
BLUESTEIN R H & CO LLC | 33 | 33 | 0.02% | 0.94% | 2.58% | Q3 2014 | Q3 2022 | 33 |
MAI Capital Management | 16 | 1 | 0.01% | 0.16% | 0.59% | Q4 2013 | Q3 2023 | 33 |
GATEWAY INVESTMENT ADVISERS LLC | 33 | 33 | 0.04% | 0.07% | 0.21% | Q3 2015 | Q3 2023 | 33 |
SYNOVUS FINANCIAL CORP | 33 | 33 | 0.01% | 0.07% | 0.16% | Q3 2015 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 19 | 2 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 33 |
NICHOLAS COMPANY, INC. | 26 | 7 | 0.03% | 0.62% | 1.71% | Q2 2013 | Q3 2023 | 33 |
QCI ASSET MANAGEMENT INC/NY | 33 | 33 | 0.02% | 0.90% | 2.17% | Q3 2013 | Q3 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 31 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.06% | 0.11% | 0.24% | Q3 2015 | Q3 2023 | 33 |
SHELL ASSET MANAGEMENT CO | 23 | 3 | 0.01% | 0.05% | 0.34% | Q4 2014 | Q3 2023 | 32 |
SEARLE & CO. | 29 | 1 | 0.07% | 1.26% | 2.13% | Q4 2014 | Q3 2023 | 32 |
Kovack Advisors, Inc. | 31 | 31 | 0.00% | 0.33% | 0.90% | Q1 2016 | Q3 2023 | 32 |
Covenant Asset Management, LLC | 28 | 28 | 0.09% | 1.13% | 2.68% | Q4 2016 | Q3 2023 | 32 |
EagleClaw Capital Managment, LLC | 32 | 32 | 0.16% | 1.10% | 2.15% | Q4 2015 | Q3 2023 | 32 |
BOURGEON CAPITAL MANAGEMENT LLC | 31 | 1 | 0.00% | 1.26% | 3.21% | Q3 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.01% | 0.07% | 0.40% | Q4 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 32 | 0.01% | 0.12% | 0.29% | Q4 2015 | Q3 2023 | 32 |
IBM Retirement Fund | 17 | 15 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2022 | 32 |
MACKENZIE FINANCIAL CORP | 24 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 32 |
Centiva Capital, LP | 11 | 11 | 0.00% | 0.07% | 0.22% | Q1 2021 | Q3 2023 | 32 |
ST GERMAIN D J CO INC | 29 | 3 | 0.01% | 0.49% | 0.89% | Q4 2015 | Q4 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 1 | 0.00% | 0.05% | 0.26% | Q3 2013 | Q3 2023 | 32 |
TCI Wealth Advisors, Inc. | 27 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 32 |
CADIAN CAPITAL MANAGEMENT, LP | 15 | 2 | 0.11% | 8.40% | 18.47% | Q3 2013 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 32 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 4 | 0.00% | 0.09% | 0.45% | Q4 2014 | Q3 2023 | 32 |
L & S Advisors Inc | 28 | 4 | 0.07% | 0.64% | 1.81% | Q1 2015 | Q3 2023 | 32 |
DUBUQUE BANK & TRUST CO | 21 | 3 | 0.02% | 0.08% | 0.29% | Q1 2015 | Q3 2023 | 32 |
MARCO INVESTMENT MANAGEMENT LLC | 21 | 10 | 0.05% | 0.36% | 1.43% | Q3 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.03% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 31 |
GAM Holding AG | 15 | 1 | 0.00% | 0.08% | 0.53% | Q2 2013 | Q2 2022 | 31 |
PITCAIRN CO | 18 | 2 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 31 |
ENTERPRISE FINANCIAL SERVICES CORP | 31 | 31 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2021 | 31 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 31 |
WEATHERLY ASSET MANAGEMENT L. P. | 31 | 31 | 0.17% | 0.30% | 0.47% | Q1 2016 | Q3 2023 | 31 |
Andra AP-fonden | 12 | 5 | 0.01% | 0.08% | 0.21% | Q4 2014 | Q2 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Champlain Investment Partners, LLC | 31 | 31 | 0.18% | 1.30% | 1.73% | Q1 2016 | Q3 2023 | 31 |
ADELL HARRIMAN & CARPENTER INC | 31 | 31 | 0.08% | 1.65% | 2.77% | Q1 2016 | Q3 2023 | 31 |
ROTHSCHILD INVESTMENT LLC /IL | 30 | 30 | 0.54% | 0.98% | 1.40% | Q2 2016 | Q3 2023 | 30 |
Penserra Capital Management LLC | 17 | 6 | 0.00% | 0.88% | 4.50% | Q4 2015 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 3 | 0.01% | 0.19% | 0.40% | Q2 2016 | Q3 2023 | 30 |
Korea Investment CORP | 13 | 1 | 0.00% | 0.12% | 0.53% | Q2 2013 | Q3 2023 | 30 |
Moors & Cabot, Inc. | 13 | 1 | 0.00% | 0.08% | 0.28% | Q3 2014 | Q3 2023 | 30 |
PICTET ASSET MANAGEMENT LTD | 30 | 30 | 0.05% | 0.29% | 0.54% | Q1 2014 | Q2 2021 | 30 |
Ashfield Capital Partners, LLC | 16 | 14 | 0.06% | 0.78% | 1.80% | Q2 2014 | Q3 2022 | 30 |
Advisors Capital Management, LLC | 30 | 30 | 0.12% | 0.62% | 1.33% | Q2 2016 | Q3 2023 | 30 |
Alpha Cubed Investments, LLC | 28 | 2 | 0.25% | 0.97% | 2.54% | Q3 2015 | Q3 2023 | 30 |
HERITAGE INVESTORS MANAGEMENT CORP | 30 | 30 | 0.06% | 1.37% | 3.19% | Q2 2016 | Q3 2023 | 30 |
B & T Capital Management DBA Alpha Capital Management | 30 | 30 | 0.46% | 0.68% | 0.98% | Q2 2016 | Q3 2023 | 30 |
ADIRONDACK TRUST CO | 23 | 7 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 30 |
Engineers Gate Manager LP | 16 | 1 | 0.02% | 0.26% | 0.80% | Q4 2014 | Q3 2023 | 30 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 2 | 0.00% | 0.50% | 1.57% | Q4 2015 | Q3 2023 | 30 |
HARTFORD INVESTMENT MANAGEMENT CO | 22 | 8 | 0.00% | 0.03% | 0.23% | Q4 2014 | Q3 2023 | 30 |
Gilman Hill Asset Management, LLC | 30 | 30 | 0.17% | 0.40% | 0.69% | Q2 2016 | Q3 2023 | 30 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 8 | 0.00% | 0.01% | 0.14% | Q3 2015 | Q3 2023 | 30 |
REGIONS FINANCIAL CORP | 30 | 30 | 0.00% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 30 |
CHARTWELL INVESTMENT PARTNERS, LLC | 30 | 30 | 0.05% | 0.19% | 0.56% | Q2 2016 | Q3 2023 | 30 |
Endurance Wealth Management, Inc. | 30 | 30 | 0.01% | 0.22% | 0.73% | Q1 2016 | Q2 2023 | 30 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 21 | 9 | 0.00% | 0.02% | 0.13% | Q1 2016 | Q3 2023 | 30 |
FORMULA GROWTH LTD | 30 | 30 | 0.22% | 0.71% | 2.17% | Q2 2016 | Q3 2023 | 30 |
AMP Capital Investors Ltd | 29 | 29 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q3 2021 | 29 |
Aperio Group, LLC | 29 | 29 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2020 | 29 |
GILDER GAGNON HOWE & CO LLC | 15 | 2 | 0.00% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 29 |
Plante Moran Financial Advisors, LLC | 19 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 29 |
CAMBRIDGE TRUST CO | 29 | 29 | 0.74% | 1.05% | 1.69% | Q3 2016 | Q3 2023 | 29 |
EXANE DERIVATIVES | 19 | 10 | 0.00% | 0.03% | 0.25% | Q4 2014 | Q2 2022 | 29 |
Ascent Wealth Partners, LLC | 29 | 29 | 0.20% | 0.54% | 1.09% | Q3 2016 | Q3 2023 | 29 |
Frontier Wealth Management LLC | 29 | 29 | 0.04% | 0.22% | 0.47% | Q2 2015 | Q2 2022 | 29 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.18% | 0.90% | Q1 2015 | Q3 2023 | 29 |
World Asset Management Inc | 29 | 29 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2021 | 29 |
Point72 Asset Management, L.P. | 22 | 1 | 0.01% | 0.25% | 0.92% | Q1 2015 | Q2 2023 | 29 |
Glassman Wealth Services | 25 | 4 | 0.00% | 0.05% | 0.40% | Q4 2014 | Q3 2023 | 29 |
ROPES WEALTH ADVISORS LLC | 29 | 29 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 29 |
CMT Capital Markets Trading GmbH | 9 | 1 | 0.00% | 0.04% | 0.20% | Q2 2015 | Q3 2023 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 1 | 0.00% | 0.40% | 4.86% | Q2 2013 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 1.11% | 2.96% | 6.47% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 22 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.28% | 0.61% | 1.74% | Q4 2016 | Q3 2023 | 28 |
FRED ALGER MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.20% | 0.83% | Q1 2016 | Q3 2023 | 28 |
FIRST MERCANTILE TRUST CO | 16 | 1 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Coastal Bridge Advisors, LLC | 28 | 28 | 0.48% | 0.78% | 1.62% | Q4 2016 | Q3 2023 | 28 |
FDx Advisors, Inc. | 28 | 28 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 28 |
Kistler-Tiffany Companies, LLC | 28 | 28 | 0.03% | 0.10% | 0.23% | Q3 2016 | Q2 2023 | 28 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 2 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.04% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
ATALANTA SOSNOFF CAPITAL, LLC | 27 | 1 | 0.01% | 0.94% | 2.50% | Q1 2016 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 16 | 1 | 0.00% | 0.02% | 0.20% | Q4 2014 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 28 |
PINNACLE ASSOCIATES LTD | 27 | 27 | 0.09% | 0.14% | 0.18% | Q1 2017 | Q3 2023 | 27 |
First Washington CORP | 27 | 27 | 1.28% | 2.07% | 3.32% | Q2 2013 | Q4 2019 | 27 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 4 | 0.01% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 27 |
Alyeska Investment Group, L.P. | 14 | 1 | 0.02% | 1.01% | 2.07% | Q3 2015 | Q1 2023 | 27 |
TRUIST FINANCIAL CORP | 27 | 27 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Employees Retirement System of Texas | 17 | 10 | 0.03% | 0.28% | 1.05% | Q2 2014 | Q3 2023 | 27 |
Covington Capital Management | 21 | 2 | 0.00% | 0.08% | 0.40% | Q2 2015 | Q3 2022 | 27 |
HM PAYSON & CO | 18 | 9 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 27 |
Security National Bank | 27 | 27 | 0.71% | 1.43% | 2.59% | Q1 2017 | Q3 2023 | 27 |
Johnson Financial Group, Inc. | 11 | 2 | 0.00% | 0.04% | 0.27% | Q1 2015 | Q3 2023 | 27 |
American National Registered Investment Advisor, Inc. | 27 | 27 | 0.11% | 0.21% | 0.38% | Q3 2015 | Q1 2022 | 27 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.04% | 0.11% | 0.38% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 18 | 1 | 0.00% | 0.09% | 0.22% | Q3 2016 | Q3 2023 | 27 |
GOODWIN DANIEL L | 27 | 27 | 0.20% | 0.56% | 1.25% | Q1 2017 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.08% | 0.27% | Q2 2014 | Q4 2021 | 27 |
AMERICAN NATIONAL INSURANCE CO | 27 | 27 | 0.11% | 0.20% | 0.37% | Q3 2015 | Q1 2022 | 27 |
GREAT LAKES ADVISORS, LLC | 25 | 2 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 27 |
BANK HAPOALIM BM | 27 | 27 | 0.05% | 0.15% | 0.31% | Q1 2017 | Q3 2023 | 27 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.43% | 0.85% | Q1 2014 | Q3 2023 | 27 |
Analyst IMS Investment Management Services Ltd. | 27 | 27 | 0.08% | 0.22% | 0.43% | Q1 2017 | Q3 2023 | 27 |
HARTLINE INVESTMENT CORP/ | 14 | 4 | 0.04% | 0.27% | 0.88% | Q3 2016 | Q3 2023 | 27 |
HBK Sorce Advisory LLC | 14 | 13 | 0.02% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.08% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Winch Advisory Services, LLC | 25 | 1 | 0.00% | 0.02% | 0.58% | Q2 2015 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.05% | 0.10% | 0.20% | Q1 2017 | Q3 2023 | 27 |
United Asset Strategies, Inc. | 18 | 9 | 0.55% | 1.74% | 2.66% | Q4 2016 | Q3 2023 | 27 |
JOHNSON INVESTMENT COUNSEL INC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
MASTRAPASQUA ASSET MANAGEMENT INC | 26 | 26 | 0.21% | 0.41% | 0.58% | Q2 2017 | Q3 2023 | 26 |
MOODY LYNN & LIEBERSON, LLC | 23 | 1 | 0.07% | 0.50% | 0.93% | Q1 2014 | Q3 2023 | 26 |
Hills Bank & Trust Co | 26 | 26 | 0.27% | 0.50% | 0.82% | Q2 2017 | Q3 2023 | 26 |
Yorktown Management & Research Co Inc | 14 | 2 | 0.04% | 0.13% | 0.53% | Q4 2013 | Q3 2020 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.21% | 0.48% | 0.97% | Q2 2017 | Q3 2023 | 26 |
Chesley Taft & Associates LLC | 21 | 5 | 0.09% | 0.35% | 1.16% | Q4 2014 | Q3 2023 | 26 |
Caption Management, LLC | 10 | 1 | 0.01% | 0.65% | 2.17% | Q4 2017 | Q3 2023 | 26 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.07% | 0.10% | Q3 2015 | Q3 2023 | 26 |
Bangor Savings Bank | 26 | 26 | 0.06% | 0.17% | 0.35% | Q2 2017 | Q3 2023 | 26 |
IPG Investment Advisors LLC | 16 | 1 | 0.10% | 0.30% | 0.61% | Q4 2015 | Q3 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.18% | 0.36% | 0.82% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
KLINGENSTEIN FIELDS & CO LP | 26 | 26 | 0.64% | 1.76% | 3.28% | Q2 2017 | Q3 2023 | 26 |
TRUST CO OF TOLEDO NA /OH/ | 25 | 25 | 0.18% | 0.60% | 1.57% | Q4 2017 | Q4 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 14 | 11 | 0.04% | 0.08% | 0.14% | Q4 2016 | Q1 2023 | 25 |
FIRST INTERSTATE BANK | 13 | 2 | 0.00% | 0.21% | 0.58% | Q4 2016 | Q3 2023 | 25 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.06% | 0.56% | Q1 2015 | Q2 2023 | 25 |
LOOMIS SAYLES & CO L P | 13 | 12 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.02% | 1.96% | 4.12% | Q1 2016 | Q1 2023 | 25 |
PROFUND ADVISORS LLC | 14 | 1 | 0.01% | 0.07% | 0.32% | Q2 2015 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 25 | 25 | 0.05% | 0.18% | 0.44% | Q3 2017 | Q3 2023 | 25 |
Dai-ichi Life Insurance Company, Ltd | 23 | 2 | 0.01% | 0.05% | 0.25% | Q4 2016 | Q3 2023 | 25 |
COMMERCE BANK | 25 | 25 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 15 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 25 |
HALL LAURIE J TRUSTEE | 13 | 12 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 25 |
FineMark National Bank & Trust | 12 | 1 | 0.00% | 0.09% | 0.56% | Q1 2015 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 25 |
Norway Savings Bank | 25 | 25 | 0.22% | 1.08% | 2.32% | Q3 2017 | Q3 2023 | 25 |
Crossmark Global Holdings, Inc. | 14 | 1 | 0.01% | 0.03% | 0.13% | Q3 2016 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
GLYNN CAPITAL MANAGEMENT LLC | 24 | 24 | 1.83% | 4.16% | 6.61% | Q2 2013 | Q1 2019 | 24 |
FINANCIAL COUNSELORS INC | 8 | 3 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 24 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 24 | 24 | 0.04% | 0.40% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Banco Santander, S.A. | 16 | 2 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q1 2019 | 24 |
CONNORS INVESTOR SERVICES INC | 24 | 24 | 0.08% | 1.36% | 2.09% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
EAGLE ASSET MANAGEMENT INC | 14 | 3 | 0.00% | 0.26% | 0.67% | Q1 2014 | Q3 2023 | 24 |
1ST SOURCE BANK | 22 | 2 | 0.04% | 0.15% | 0.32% | Q2 2015 | Q3 2023 | 24 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 10 | 0.01% | 0.06% | 0.18% | Q3 2014 | Q1 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.00% | 0.09% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.28% | 0.58% | 1.01% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.58% | 1.01% | 1.85% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Harbour Capital Advisors, LLC | 21 | 3 | 0.12% | 0.61% | 1.10% | Q4 2014 | Q4 2023 | 24 |
TRUE Private Wealth Advisors | 23 | 1 | 0.04% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 24 |
Schonfeld Strategic Advisors LLC | 12 | 1 | 0.01% | 0.17% | 0.75% | Q2 2016 | Q3 2023 | 24 |
BigSur Wealth Management LLC | 24 | 24 | 0.17% | 0.52% | 1.29% | Q4 2017 | Q3 2023 | 24 |
Moisand Fitzgerald Tamayo, LLC | 18 | 6 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
SVB WEALTH LLC | 24 | 24 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Wunderlich Capital Managemnt | 14 | 10 | 0.09% | 1.01% | 2.02% | Q1 2016 | Q1 2022 | 24 |
Trust Investment Advisors | 24 | 24 | 0.58% | 1.05% | 1.76% | Q4 2017 | Q3 2023 | 24 |
Winslow, Evans & Crocker, Inc. | 23 | 1 | 0.02% | 0.14% | 0.38% | Q2 2014 | Q4 2020 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 24 |
Regent Investment Management LLC | 24 | 24 | 0.13% | 0.28% | 0.57% | Q1 2017 | Q4 2022 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.12% | 0.20% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Coastline Trust Co | 23 | 1 | 0.04% | 0.14% | 0.70% | Q4 2015 | Q3 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.19% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 14 | 10 | 0.01% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 24 |
Barrett Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.08% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Alberta Investment Management Corp | 8 | 2 | 0.00% | 0.08% | 0.28% | Q2 2014 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 13 | 10 | 0.04% | 0.96% | 1.99% | Q4 2017 | Q3 2023 | 23 |
Bray Capital Advisors | 23 | 23 | 0.01% | 0.99% | 2.34% | Q1 2018 | Q3 2023 | 23 |
MONTAG A & ASSOCIATES INC | 23 | 23 | 0.01% | 0.06% | 0.28% | Q1 2018 | Q3 2023 | 23 |
MUFG Americas Holdings Corp | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 23 |
Sonora Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 23 |
FIDUCIARY TRUST CO | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 20 | 1 | 0.00% | 0.93% | 2.35% | Q2 2016 | Q3 2023 | 23 |
HOWE & RUSLING INC | 15 | 2 | 0.00% | 0.04% | 0.33% | Q1 2015 | Q3 2023 | 23 |
ALPS ADVISORS INC | 22 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 23 |
PREMIER ASSET MANAGEMENT LLC | 17 | 6 | 1.54% | 2.56% | 3.47% | Q1 2016 | Q4 2022 | 23 |
CASTLEARK MANAGEMENT LLC | 18 | 5 | 0.01% | 0.73% | 1.55% | Q2 2013 | Q2 2022 | 23 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 23 |
DnB Asset Management AS | 18 | 5 | 0.02% | 0.07% | 0.15% | Q1 2018 | Q4 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.06% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Schwab Charitable Fund | 22 | 1 | 0.21% | 0.65% | 1.39% | Q4 2017 | Q3 2023 | 23 |
Montecito Bank & Trust | 15 | 8 | 0.07% | 0.17% | 0.34% | Q1 2018 | Q4 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.08% | 0.33% | Q3 2013 | Q3 2023 | 23 |
Natixis Investment Managers International | 12 | 2 | 0.01% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 23 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.20% | 0.68% | Q2 2013 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Peloton Wealth Strategists | 22 | 1 | 0.32% | 1.79% | 2.38% | Q2 2014 | Q4 2021 | 23 |
Foundry Partners, LLC | 10 | 4 | 0.01% | 0.11% | 0.42% | Q3 2014 | Q2 2022 | 23 |
Capital Research Global Investors | 17 | 3 | 0.01% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 23 |
Nicholas Investment Partners, LP | 8 | 1 | 0.03% | 0.25% | 0.62% | Q2 2014 | Q3 2023 | 23 |
Fiduciary Trust Co International of Pennsylvania | 22 | 22 | 0.01% | 0.04% | 0.30% | Q3 2014 | Q4 2019 | 22 |
Gotham Asset Management, LLC | 19 | 3 | 0.01% | 0.04% | 0.21% | Q1 2018 | Q3 2023 | 22 |
SEGALL BRYANT & HAMILL, LLC | 22 | 22 | 0.19% | 0.26% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.14% | 0.23% | 0.33% | Q2 2015 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2020 | 22 |
Certified Advisory Corp | 11 | 11 | 0.02% | 0.25% | 0.42% | Q4 2017 | Q3 2023 | 22 |
Cetera Advisors LLC | 18 | 2 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 22 |
Crestwood Advisors Group, LLC | 9 | 1 | 0.00% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 22 |
BOOTHBAY FUND MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.08% | 0.24% | Q3 2016 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.51% | 0.82% | 1.30% | Q4 2017 | Q3 2023 | 22 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 6 | 0.00% | 0.09% | 0.38% | Q1 2018 | Q3 2023 | 22 |
Castle Rock Wealth Management, LLC | 18 | 4 | 0.10% | 0.51% | 1.36% | Q4 2017 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 22 | 22 | 0.06% | 0.14% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Assenagon Asset Management S.A. | 21 | 1 | 0.00% | 0.07% | 0.41% | Q4 2016 | Q3 2023 | 22 |
RWA WEALTH PARTNERS, LLC | 22 | 22 | 0.01% | 0.41% | 0.58% | Q2 2018 | Q3 2023 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Hilltop Holdings Inc. | 12 | 1 | 0.02% | 0.13% | 0.27% | Q1 2015 | Q3 2023 | 22 |
CONNABLE OFFICE INC | 12 | 3 | 0.04% | 0.31% | 0.41% | Q1 2017 | Q3 2023 | 22 |
Oakworth Capital, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
BECK CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.10% | 1.20% | 2.85% | Q3 2014 | Q3 2023 | 22 |
BALDWIN BROTHERS LLC/MA | 17 | 5 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2023 | 22 |
WASHINGTON TRUST BANK | 16 | 1 | 0.00% | 1.36% | 2.48% | Q4 2014 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 22 |
PEREGRINE CAPITAL MANAGEMENT LLC | 16 | 6 | 0.00% | 0.21% | 0.55% | Q3 2016 | Q1 2022 | 22 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 12 | 1 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 22 |
West Oak Capital, LLC | 10 | 1 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 22 |
ZACKS INVESTMENT MANAGEMENT | 9 | 3 | 0.01% | 0.05% | 0.25% | Q1 2017 | Q3 2023 | 22 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 22 | 22 | 0.07% | 0.17% | 0.45% | Q4 2015 | Q1 2021 | 22 |
Carroll Financial Associates, Inc. | 20 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q4 2021 | 22 |
Clal Insurance Enterprises Holdings Ltd | 20 | 2 | 0.01% | 0.99% | 2.04% | Q4 2017 | Q3 2023 | 22 |
Cribstone Capital Management, LLC | 12 | 10 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 22 |
Capital Advisors, Ltd. LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 21 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.24% | 0.69% | Q4 2017 | Q3 2023 | 21 |
Argent Trust Co | 21 | 21 | 0.03% | 0.12% | 0.25% | Q3 2018 | Q3 2023 | 21 |
AO Asset Management, LP | 19 | 2 | 2.46% | 6.14% | 9.64% | Q4 2014 | Q2 2022 | 21 |
Blume Capital Management, Inc. | 12 | 9 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 21 |
Cypress Capital Management LLC (WY) | 17 | 4 | 0.04% | 0.10% | 0.31% | Q4 2014 | Q1 2020 | 21 |
Alexandria Capital, LLC | 10 | 1 | 0.00% | 0.12% | 0.37% | Q2 2013 | Q3 2021 | 21 |
WealthTrust Axiom LLC | 14 | 7 | 0.08% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 10 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 21 |
SIMON QUICK ADVISORS, LLC | 16 | 1 | 0.00% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 21 |
Independent Advisor Alliance | 21 | 21 | 0.01% | 0.13% | 0.33% | Q3 2018 | Q3 2023 | 21 |
SCOUT INVESTMENTS, INC. | 20 | 1 | 0.20% | 0.50% | 0.90% | Q1 2014 | Q2 2019 | 21 |
SCOTIA CAPITAL INC. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 21 |
Aristotle Atlantic Partners, LLC | 14 | 2 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 13 | 2 | 0.00% | 0.05% | 0.19% | Q4 2016 | Q3 2023 | 21 |
BRANDYWINE MANAGERS, LLC | 14 | 7 | 0.08% | 0.69% | 2.00% | Q2 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.11% | 0.20% | Q3 2018 | Q3 2023 | 21 |
CenterStar Asset Management, LLC | 5 | 1 | 0.01% | 0.19% | 1.04% | Q1 2018 | Q3 2022 | 21 |
BANQUE PICTET & CIE SA | 14 | 1 | 0.01% | 0.06% | 0.17% | Q1 2016 | Q3 2023 | 21 |
Global Trust Asset Management, LLC | 21 | 21 | 0.00% | 0.26% | 0.75% | Q3 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.07% | 0.22% | 0.35% | Q2 2017 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 21 |
Motley Fool Asset Management LLC | 19 | 2 | 0.03% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 21 |
AFT, FORSYTH & COMPANY, INC. | 11 | 10 | 0.25% | 0.63% | 1.05% | Q4 2017 | Q3 2023 | 21 |
Fiera Capital Corp | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 21 |
SPHERA FUNDS MANAGEMENT LTD. | 7 | 1 | 0.18% | 0.81% | 1.97% | Q3 2015 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 12 | 9 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 21 |
CIGNA INVESTMENTS INC /NEW | 14 | 3 | 0.01% | 0.06% | 0.17% | Q1 2018 | Q3 2023 | 21 |
Freestone Capital Holdings, LLC | 21 | 21 | 0.00% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Dorsey & Whitney Trust CO LLC | 14 | 7 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Ipswich Investment Management Co., Inc. | 14 | 1 | 0.04% | 0.35% | 0.82% | Q1 2016 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.05% | 0.23% | 0.74% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
TOTH FINANCIAL ADVISORY CORP | 12 | 1 | 0.00% | 0.04% | 0.22% | Q1 2016 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q4 2023 | 21 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 | 1 | 0.04% | 0.20% | 0.35% | Q1 2016 | Q3 2023 | 21 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.30% | 2.04% | Q3 2014 | Q3 2022 | 21 |
CRITERION CAPITAL MANAGEMENT LLC | 9 | 1 | 0.52% | 5.45% | 11.91% | Q2 2013 | Q2 2018 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 1.35% | 2.11% | 2.81% | Q2 2014 | Q1 2019 | 20 |
Mn Services Vermogensbeheer B.V. | 14 | 6 | 0.04% | 0.13% | 0.35% | Q1 2016 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 14 | 6 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 20 |
Fisher Asset Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 20 |
Versant Capital Management, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 20 |
TCW GROUP INC | 17 | 1 | 0.02% | 0.30% | 1.48% | Q2 2013 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.43% | 0.67% | 1.01% | Q4 2018 | Q3 2023 | 20 |
Community Bank, N.A. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Supplemental Annuity Collective Trust of NJ | 20 | 20 | 0.18% | 0.30% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Reynders McVeigh Capital Management, LLC | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Mizuho Securities Co. Ltd. | 20 | 20 | 0.01% | 0.61% | 4.74% | Q4 2018 | Q3 2023 | 20 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.06% | 0.09% | 0.16% | Q1 2016 | Q4 2021 | 20 |
ACG Wealth | 20 | 20 | 0.03% | 0.60% | 1.25% | Q4 2017 | Q3 2022 | 20 |
Marshall Wace North America L.P. | 11 | 2 | 0.00% | 0.21% | 0.56% | Q2 2013 | Q3 2021 | 20 |
ARDSLEY ADVISORY PARTNERS LP | 11 | 1 | 0.03% | 0.44% | 2.09% | Q3 2015 | Q1 2023 | 20 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.08% | 0.54% | Q2 2013 | Q2 2020 | 20 |
Vident Investment Advisory, LLC | 14 | 6 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q2 2023 | 20 |
LINCOLN NATIONAL CORP | 13 | 2 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 20 |
K2 PRINCIPAL FUND, L.P. | 4 | 1 | 0.02% | 0.45% | 1.94% | Q4 2014 | Q4 2021 | 20 |
WINTON GROUP Ltd | 14 | 2 | 0.02% | 0.18% | 0.51% | Q3 2016 | Q2 2023 | 20 |
Spyglass Capital Management LLC | 20 | 20 | 4.06% | 5.31% | 7.09% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2020 | 20 |
BANK OF NOVA SCOTIA | 8 | 2 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 12 | 8 | 0.01% | 0.10% | 0.35% | Q2 2017 | Q3 2023 | 20 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q1 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.13% | 0.25% | 0.45% | Q4 2018 | Q3 2023 | 20 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.33% | 1.27% | 1.95% | Q4 2018 | Q3 2023 | 20 |
FAIRFIELD, BUSH & CO. | 16 | 1 | 0.00% | 0.20% | 0.61% | Q4 2017 | Q3 2023 | 20 |
SG3 Management, LLC | 8 | 3 | 0.02% | 0.47% | 2.85% | Q4 2017 | Q1 2022 | 20 |
American Research & Management Co. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Focused Wealth Management, Inc | 9 | 1 | 0.00% | 0.06% | 0.22% | Q3 2015 | Q3 2023 | 20 |
ALLSTATE CORP | 14 | 1 | 0.01% | 0.03% | 0.13% | Q3 2016 | Q3 2023 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 6 | 0.02% | 0.19% | 0.45% | Q3 2018 | Q3 2023 | 20 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2021 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.07% | 0.23% | Q4 2017 | Q3 2022 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Miracle Mile Advisors, LLC | 12 | 2 | 0.02% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 19 |
XR Securities LLC | 8 | 1 | 0.02% | 0.12% | 0.36% | Q3 2018 | Q3 2023 | 19 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 1 | 0.04% | 0.76% | 1.61% | Q1 2014 | Q3 2023 | 19 |
PUTNAM INVESTMENTS LLC | 14 | 2 | 0.00% | 0.23% | 0.64% | Q1 2015 | Q3 2023 | 19 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.21% | 0.82% | Q1 2019 | Q3 2023 | 19 |
Principal Street Partners, LLC | 19 | 19 | 0.12% | 0.25% | 0.40% | Q1 2019 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 19 | 19 | 0.06% | 0.15% | 0.26% | Q1 2016 | Q3 2020 | 19 |
Altshuler Shaham Ltd | 17 | 2 | 0.00% | 4.75% | 8.17% | Q2 2018 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 19 |
LAKE STREET FINANCIAL LLC | 19 | 19 | 0.20% | 0.33% | 0.53% | Q1 2019 | Q3 2023 | 19 |
BRIDGES INVESTMENT MANAGEMENT INC | 19 | 19 | 0.16% | 0.92% | 1.72% | Q1 2019 | Q3 2023 | 19 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.15% | 0.28% | 0.40% | Q1 2019 | Q3 2023 | 19 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.10% | 0.32% | Q1 2014 | Q3 2023 | 19 |
Ithaka Group | 15 | 4 | 0.03% | 1.63% | 2.97% | Q1 2015 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.03% | 0.19% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Gerber Kawasaki Wealth & Investment Management | 19 | 19 | 0.00% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 12 | 7 | 0.33% | 1.03% | 2.11% | Q4 2017 | Q3 2023 | 19 |
People's United Financial, Inc. | 10 | 1 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q1 2022 | 19 |
CAPITAL ONE, NATIONAL ASSOCIATION | 19 | 19 | 0.03% | 0.10% | 0.22% | Q4 2013 | Q2 2018 | 19 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 11 | 3 | 0.15% | 2.25% | 4.63% | Q1 2016 | Q3 2021 | 19 |
Railway Pension Investments Ltd | 11 | 8 | 0.02% | 0.14% | 1.25% | Q4 2018 | Q3 2023 | 19 |
OppenheimerFunds, Inc. | 10 | 9 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q1 2019 | 19 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 8 | 2 | 0.31% | 1.49% | 4.03% | Q1 2014 | Q3 2023 | 19 |
SUNTRUST BANKS INC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2019 | 19 |
Scott & Selber, Inc. | 11 | 1 | 1.35% | 1.86% | 2.46% | Q1 2014 | Q4 2019 | 19 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.45% | 1.06% | Q4 2013 | Q3 2023 | 19 |
ClariVest Asset Management LLC | 14 | 5 | 0.00% | 0.18% | 0.52% | Q4 2018 | Q3 2023 | 19 |
PRIMECAP MANAGEMENT CO/CA/ | 19 | 19 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.05% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Koshinski Asset Management, Inc. | 11 | 8 | 0.06% | 0.12% | 0.23% | Q2 2017 | Q3 2023 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.32% | 0.45% | 0.66% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH BANK OF AUSTRALIA | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 19 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q2 2023 | 19 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 13 | 6 | 0.02% | 2.17% | 4.24% | Q1 2014 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Israel Discount Bank of New York | 9 | 4 | 0.07% | 0.36% | 0.63% | Q2 2017 | Q3 2023 | 19 |
RMB Capital Management, LLC | 18 | 1 | 0.01% | 0.14% | 1.02% | Q4 2016 | Q3 2023 | 19 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.06% | 0.16% | 0.43% | Q3 2015 | Q4 2022 | 19 |
FinTrust Capital Advisors, LLC | 10 | 6 | 0.00% | 0.08% | 0.80% | Q4 2018 | Q3 2023 | 18 |
Pinnacle Wealth Planning Services, Inc. | 12 | 1 | 0.04% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 18 |
NWI MANAGEMENT LP | 18 | 18 | 0.71% | 2.31% | 4.10% | Q2 2019 | Q3 2023 | 18 |
Dorsal Capital Management, LP | 12 | 6 | 1.20% | 3.54% | 7.86% | Q1 2013 | Q2 2018 | 18 |
GAMCO INVESTORS, INC. ET AL | 7 | 5 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 18 |
NICOLET BANKSHARES INC | 14 | 4 | 0.09% | 0.23% | 0.46% | Q2 2017 | Q3 2023 | 18 |
BP PLC | 12 | 6 | 0.04% | 0.07% | 0.15% | Q3 2016 | Q2 2021 | 18 |
Ballentine Partners, LLC | 10 | 2 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 7 | 0.01% | 0.29% | 0.68% | Q1 2018 | Q4 2022 | 18 |
Jasper Ridge Partners, L.P. | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
PHILADELPHIA TRUST CO | 15 | 1 | 0.10% | 0.48% | 1.18% | Q4 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 18 |
MGO ONE SEVEN LLC | 13 | 1 | 0.03% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 18 |
FMA ADVISORY INC | 18 | 18 | 0.68% | 1.10% | 2.03% | Q2 2017 | Q3 2021 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.30% | 0.46% | 0.66% | Q2 2019 | Q3 2023 | 18 |
Arizona State Retirement System | 15 | 3 | 0.03% | 0.10% | 0.18% | Q3 2017 | Q3 2023 | 18 |
Sands Capital Management | 18 | 18 | 0.82% | 1.54% | 2.08% | Q2 2015 | Q3 2019 | 18 |
Virtue Capital Management, LLC | 14 | 2 | 0.04% | 0.23% | 0.92% | Q2 2018 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Wells Trecaso Financial Group, LLC | 18 | 18 | 1.28% | 2.62% | 4.29% | Q2 2019 | Q3 2023 | 18 |
Wills Financial Group, Inc. | 18 | 18 | 0.71% | 1.89% | 3.96% | Q2 2019 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 18 | 0.05% | 0.10% | 0.25% | Q1 2017 | Q2 2021 | 18 |
MENORA MIVTACHIM HOLDINGS LTD. | 16 | 2 | 0.53% | 0.73% | 0.99% | Q3 2016 | Q3 2023 | 18 |
Achmea Investment Management B.V. | 7 | 2 | 0.01% | 0.59% | 1.49% | Q1 2017 | Q3 2023 | 18 |
Avestar Capital, LLC | 9 | 7 | 0.04% | 0.17% | 0.35% | Q4 2017 | Q3 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.21% | 0.51% | 1.67% | Q4 2017 | Q1 2022 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 18 |
Bogart Wealth, LLC | 18 | 18 | 0.09% | 0.28% | 0.54% | Q2 2019 | Q3 2023 | 18 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 18 | 18 | 0.06% | 0.24% | 0.41% | Q2 2019 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 18 |
REGENTATLANTIC CAPITAL LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.03% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
WASHINGTON TRUST Co | 17 | 1 | 0.00% | 1.02% | 1.49% | Q2 2018 | Q3 2023 | 18 |
Alta Park Capital, LP | 14 | 2 | 1.46% | 4.85% | 8.01% | Q2 2017 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 18 |
Motley Fool Wealth Management, LLC | 16 | 1 | 0.03% | 1.86% | 4.81% | Q4 2015 | Q3 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.45% | 0.85% | 1.54% | Q2 2019 | Q3 2023 | 18 |
SCGE MANAGEMENT, L.P. | 16 | 2 | 0.66% | 5.45% | 9.98% | Q2 2013 | Q3 2023 | 18 |
Goelzer Investment Management, Inc. | 18 | 18 | 0.16% | 0.31% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 18 |
Perigon Wealth Management, LLC | 14 | 1 | 0.00% | 0.04% | 0.07% | Q3 2011 | Q3 2023 | 18 |
Grandeur Peak Global Advisors, LLC | 18 | 18 | 0.08% | 0.15% | 0.21% | Q2 2015 | Q3 2019 | 18 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.46% | 1.57% | Q3 2015 | Q3 2023 | 17 |
THOMPSON DAVIS & CO., INC. | 6 | 1 | 0.00% | 0.32% | 0.77% | Q2 2014 | Q3 2023 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 5 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 17 |
CYPRESS ASSET MANAGEMENT INC/TX | 17 | 17 | 0.29% | 0.53% | 0.83% | Q2 2019 | Q2 2023 | 17 |
HALSEY ASSOCIATES INC/CT | 17 | 17 | 0.45% | 1.82% | 2.70% | Q3 2015 | Q3 2019 | 17 |
PITTENGER & ANDERSON INC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 17 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7 | 2 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 17 |
Zurich Insurance Group Ltd/FI | 17 | 17 | 0.03% | 0.13% | 0.52% | Q3 2015 | Q3 2019 | 17 |
A.R.T. Advisors, LLC | 8 | 1 | 0.01% | 0.32% | 1.25% | Q3 2013 | Q1 2021 | 17 |
Calamos Advisors LLC | 8 | 1 | 0.00% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 17 |
Violich Capital Management, Inc. | 8 | 1 | 0.04% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 17 |
Azimuth Capital Management LLC | 17 | 17 | 0.31% | 0.76% | 1.19% | Q1 2018 | Q1 2022 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q4 2023 | 17 |
Clean Yield Group | 10 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 17 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.20% | 0.68% | Q2 2015 | Q3 2023 | 17 |
Catalyst Capital Advisors LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 17 |
HAMILTON LANE ADVISORS LLC | 10 | 7 | 0.47% | 3.21% | 8.98% | Q2 2013 | Q4 2017 | 17 |
Sequoia Financial Advisors, LLC | 17 | 17 | 0.16% | 0.47% | 2.01% | Q3 2019 | Q3 2023 | 17 |
Private Ocean, LLC | 10 | 1 | 0.00% | 0.01% | 0.10% | Q3 2014 | Q4 2022 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.40% | 1.19% | 4.39% | Q1 2015 | Q1 2019 | 17 |
Ayalon Insurance Comp Ltd. | 9 | 8 | 0.00% | 0.10% | 0.49% | Q1 2015 | Q1 2023 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.38% | 0.66% | Q4 2019 | Q3 2023 | 17 |
Grove Bank & Trust | 10 | 7 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2020 | 17 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.78% | 2.64% | Q4 2017 | Q2 2023 | 17 |
Heritage Trust Co | 14 | 3 | 0.00% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
SEEYOND | 17 | 17 | 0.12% | 0.24% | 0.45% | Q4 2018 | Q4 2022 | 17 |
Arden Trust Co | 17 | 17 | 0.04% | 0.15% | 0.26% | Q2 2019 | Q2 2023 | 17 |
TSFG, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CAAS CAPITAL MANAGEMENT LP | 6 | 3 | 0.02% | 0.13% | 0.36% | Q3 2020 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 8 | 1 | 0.02% | 0.20% | 0.36% | Q1 2018 | Q3 2023 | 17 |
Citizens Business Bank | 17 | 17 | 0.37% | 0.74% | 1.53% | Q3 2019 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.47% | 0.60% | 0.77% | Q3 2019 | Q3 2023 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 17 | 0.01% | 0.21% | 0.87% | Q3 2019 | Q3 2023 | 17 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 2 | 0.62% | 2.40% | 3.80% | Q4 2015 | Q4 2022 | 17 |
CITIZENS & NORTHERN CORP | 13 | 4 | 0.45% | 0.64% | 0.85% | Q2 2017 | Q3 2023 | 17 |
BARINGS LLC | 8 | 1 | 0.01% | 0.01% | 0.05% | Q4 2014 | Q4 2021 | 17 |
MAVERICK CAPITAL LTD | 6 | 1 | 0.01% | 0.87% | 4.10% | Q2 2013 | Q3 2023 | 17 |
DENVER INVESTMENT ADVISORS LLC | 17 | 17 | 0.14% | 0.53% | 0.83% | Q1 2014 | Q1 2018 | 17 |
Bedell Frazier Investment Counselling, LLC | 16 | 16 | 2.05% | 3.04% | 4.88% | Q2 2013 | Q1 2017 | 16 |
Polar Capital LLP | 16 | 16 | 0.04% | 0.27% | 0.46% | Q3 2013 | Q2 2017 | 16 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.31% | 3.19% | 6.12% | Q2 2013 | Q2 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.08% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Harvest Fund Management Co., Ltd | 12 | 4 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 16 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 8 | 0.07% | 0.41% | 0.86% | Q2 2014 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.16% | 0.27% | 0.50% | Q2 2017 | Q1 2021 | 16 |
OSSIAM | 16 | 16 | 0.03% | 0.94% | 1.55% | Q4 2019 | Q3 2023 | 16 |
MENTA CAPITAL LLC | 7 | 1 | 0.04% | 0.26% | 0.60% | Q3 2013 | Q2 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
NN Investment Partners Holdings N.V. | 10 | 6 | 0.00% | 0.06% | 0.69% | Q1 2016 | Q1 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 16 |
ROCKLAND TRUST CO | 14 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Cable Hill Partners, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2023 | 16 |
United Capital Management of KS, Inc. | 16 | 16 | 0.47% | 1.14% | 1.59% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 10 | 6 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2022 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.12% | 0.83% | 1.74% | Q4 2019 | Q3 2023 | 16 |
QUEST INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.29% | 1.13% | 1.95% | Q2 2016 | Q3 2023 | 16 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 16 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.76% | 1.19% | 1.72% | Q4 2019 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.35% | 1.17% | Q1 2014 | Q3 2021 | 16 |
ROMAN BUTLER FULLERTON & CO | 12 | 4 | 0.12% | 0.81% | 1.51% | Q4 2018 | Q3 2023 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 16 | 0.07% | 0.16% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.00% | 0.18% | 0.45% | Q1 2019 | Q3 2023 | 16 |
Pacer Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 16 | 16 | 0.64% | 1.04% | 1.44% | Q1 2016 | Q4 2019 | 16 |
DAVIS R M INC | 16 | 16 | 0.36% | 1.66% | 2.64% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.18% | 0.27% | 0.37% | Q4 2019 | Q3 2023 | 16 |
RAINIER INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.01% | 0.76% | 1.25% | Q1 2014 | Q4 2017 | 16 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.43% | 1.65% | Q2 2014 | Q2 2023 | 16 |
SYMPHONY ASSET MANAGEMENT LLC | 12 | 1 | 0.05% | 0.34% | 2.75% | Q2 2014 | Q2 2020 | 16 |
YorkBridge Wealth Partners, LLC | 11 | 5 | 0.04% | 0.21% | 0.60% | Q4 2016 | Q3 2022 | 16 |
COLONY GROUP LLC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 16 |
Morse Asset Management, Inc | 8 | 8 | 0.26% | 0.85% | 1.54% | Q1 2018 | Q3 2023 | 16 |
Balentine LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 16 |
Laffer Tengler Investments, Inc. | 16 | 16 | 0.05% | 0.54% | 0.84% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.19% | 0.33% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 0.16% | 0.38% | 0.67% | Q2 2015 | Q1 2019 | 16 |
Linscomb & Williams, Inc. | 16 | 16 | 0.02% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.07% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.10% | 0.36% | 2.18% | Q3 2019 | Q3 2023 | 16 |
DE BURLO GROUP INC | 7 | 1 | 0.16% | 1.94% | 3.74% | Q2 2015 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 16 | 0.13% | 0.32% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 8 | 8 | 0.02% | 0.19% | 0.55% | Q1 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 16 |
Redpoint Investment Management Pty Ltd | 16 | 16 | 0.03% | 0.10% | 0.17% | Q4 2018 | Q3 2022 | 16 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2023 | 16 |
Bayesian Capital Management, LP | 10 | 2 | 0.10% | 0.63% | 2.28% | Q2 2017 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.40% | 0.63% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Qtron Investments LLC | 12 | 1 | 0.09% | 0.20% | 0.28% | Q4 2018 | Q3 2023 | 16 |
NEXT CENTURY GROWTH INVESTORS LLC | 14 | 2 | 0.07% | 0.52% | 1.08% | Q2 2013 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.11% | 0.28% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Bank Pictet & Cie (Europe) AG | 12 | 4 | 0.02% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 16 |
PDT Partners, LLC | 5 | 2 | 0.01% | 0.70% | 1.80% | Q2 2013 | Q4 2022 | 16 |
CONGRESS ASSET MANAGEMENT CO /MA | 16 | 16 | 0.01% | 0.23% | 0.47% | Q3 2013 | Q2 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Pomelo Capital LLC | 16 | 16 | 0.00% | 0.26% | 0.87% | Q1 2014 | Q4 2017 | 16 |
Evercore Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 16 |
Cerity Partners LLC | 13 | 1 | 0.02% | 0.09% | 0.26% | Q3 2018 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
USCA RIA LLC | 14 | 1 | 0.04% | 0.14% | 0.27% | Q4 2013 | Q1 2020 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.07% | 0.12% | 0.21% | Q1 2020 | Q3 2023 | 15 |
FIL Ltd | 10 | 5 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 15 |
GENERATION INVESTMENT MANAGEMENT LLP | 15 | 15 | 0.70% | 2.74% | 4.42% | Q1 2020 | Q3 2023 | 15 |
Modus Advisors, LLC | 15 | 15 | 0.24% | 1.29% | 2.13% | Q2 2020 | Q4 2023 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.62% | 1.02% | 1.56% | Q1 2020 | Q3 2023 | 15 |
TIVERTON ASSET MANAGEMENT LLC | 15 | 15 | 0.10% | 0.23% | 0.35% | Q1 2016 | Q3 2019 | 15 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q1 2020 | 15 |
BSW Wealth Partners | 10 | 1 | 0.02% | 0.12% | 0.20% | Q3 2018 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CARLSON CAPITAL L P | 10 | 1 | 0.00% | 0.51% | 1.43% | Q4 2014 | Q3 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.07% | 0.13% | 0.19% | Q1 2019 | Q3 2022 | 15 |
Rossmore Private Capital | 14 | 1 | 0.07% | 0.18% | 0.29% | Q4 2017 | Q3 2023 | 15 |
Asio Capital, LLC | 15 | 15 | 0.93% | 1.43% | 1.98% | Q1 2020 | Q3 2023 | 15 |
JAG CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.03% | 1.16% | 3.18% | Q1 2015 | Q3 2023 | 15 |
Whale Rock Capital Management | 8 | 7 | 2.29% | 3.44% | 5.44% | Q2 2014 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 15 |
Colonial Trust Advisors | 15 | 15 | 0.48% | 1.18% | 1.74% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.36% | 1.66% | Q3 2014 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Zweig-DiMenna Associates LLC | 9 | 1 | 0.08% | 1.05% | 2.41% | Q3 2015 | Q3 2023 | 15 |
WAFRA INC. | 10 | 5 | 0.29% | 0.97% | 2.03% | Q3 2016 | Q2 2023 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.11% | 0.35% | Q3 2014 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
NEVILLE RODIE & SHAW INC | 9 | 6 | 0.05% | 0.16% | 0.26% | Q1 2015 | Q4 2023 | 15 |
Hartford Financial Management Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CMH Wealth Management LLC | 15 | 15 | 1.20% | 2.33% | 3.91% | Q1 2020 | Q3 2023 | 15 |
ATWOOD & PALMER INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
RELIANCE TRUST CO OF DELAWARE | 15 | 15 | 0.03% | 0.09% | 0.13% | Q3 2015 | Q1 2019 | 15 |
Reliant Investment Management, LLC | 11 | 1 | 0.85% | 2.60% | 3.39% | Q3 2016 | Q4 2021 | 15 |
Berman Capital Advisors, LLC | 12 | 3 | 0.00% | 0.08% | 0.36% | Q4 2017 | Q3 2021 | 15 |
Parcion Private Wealth LLC | 14 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Hudock, Inc. | 14 | 1 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Bank of Marin | 15 | 15 | 0.22% | 0.58% | 0.83% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BADGLEY PHELPS & BELL INC | 15 | 15 | 0.01% | 0.29% | 0.58% | Q4 2017 | Q2 2021 | 15 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.02% | 0.22% | Q1 2018 | Q3 2023 | 15 |
Menard Financial Group LLC | 14 | 1 | 0.29% | 0.72% | 1.31% | Q4 2019 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 9 | 6 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 15 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 7 | 0.36% | 0.87% | 1.23% | Q4 2017 | Q3 2023 | 15 |
BERKSHIRE CAPITAL HOLDINGS INC | 10 | 5 | 0.00% | 1.98% | 7.46% | Q2 2018 | Q3 2023 | 15 |
Winfield Associates, Inc. | 15 | 15 | 0.11% | 0.22% | 0.30% | Q3 2015 | Q1 2019 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 15 |
NTV ASSET MANAGEMENT LLC | 14 | 1 | 0.05% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Trexquant Investment LP | 4 | 1 | 0.03% | 0.32% | 0.81% | Q3 2015 | Q3 2023 | 15 |
TRAN CAPITAL MANAGEMENT, L.P. | 15 | 15 | 2.10% | 4.78% | 6.72% | Q1 2020 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2022 | 15 |
LA FINANCIERE DE L'ECHIQUIER | 9 | 6 | 0.09% | 0.70% | 1.87% | Q2 2018 | Q3 2023 | 15 |
Leelyn Smith, LLC | 14 | 14 | 0.00% | 0.24% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Nicholas Hoffman & Company, LLC. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.06% | 0.59% | 1.64% | Q4 2014 | Q2 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
AGF INVESTMENTS INC. | 11 | 3 | 0.00% | 0.44% | 1.38% | Q4 2015 | Q3 2022 | 14 |
S&T BANK/PA | 14 | 14 | 1.24% | 1.88% | 2.68% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.01% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.09% | 0.86% | 1.40% | Q2 2020 | Q3 2023 | 14 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 14 |
RiverGlades Family Offices LLC | 10 | 4 | 0.23% | 0.45% | 0.75% | Q1 2020 | Q3 2023 | 14 |
PRUDENTIAL PLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 14 | 14 | 0.11% | 0.46% | 0.93% | Q2 2020 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.12% | 0.20% | 0.34% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Gratus Capital, LLC | 9 | 4 | 0.43% | 0.87% | 1.26% | Q3 2019 | Q1 2023 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.04% | 0.17% | 0.37% | Q1 2014 | Q3 2023 | 14 |
Resonant Capital Advisors, LLC | 13 | 1 | 0.07% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 14 |
UNITED BANK | 10 | 4 | 0.03% | 0.16% | 0.56% | Q3 2015 | Q3 2023 | 14 |
Krilogy Financial LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2023 | 14 |
PFM Health Sciences, LP | 14 | 14 | 0.76% | 1.93% | 4.38% | Q2 2014 | Q3 2017 | 14 |
NVWM, LLC | 8 | 6 | 0.00% | 0.17% | 0.45% | Q1 2018 | Q3 2023 | 14 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 2 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2019 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Tarbox Family Office, Inc. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 14 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 1 | 0.06% | 0.45% | 1.05% | Q2 2018 | Q3 2023 | 14 |
LANNEBO FONDER AB | 14 | 14 | 2.15% | 4.98% | 6.66% | Q2 2020 | Q3 2023 | 14 |
United Bank | 14 | 14 | 0.31% | 0.76% | 1.04% | Q2 2020 | Q3 2023 | 14 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 9 | 1 | 0.03% | 0.06% | 0.08% | Q2 2017 | Q3 2023 | 14 |
Perennial Investment Advisors, LLC | 10 | 1 | 0.00% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
MARSICO CAPITAL MANAGEMENT LLC | 10 | 4 | 0.06% | 0.32% | 0.87% | Q4 2014 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
FARR MILLER & WASHINGTON LLC/DC | 8 | 6 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2021 | 14 |
Freedom Investment Management, Inc. | 11 | 3 | 0.02% | 0.09% | 0.18% | Q2 2015 | Q3 2023 | 14 |
Glenview Trust Co | 7 | 1 | 0.01% | 0.05% | 0.35% | Q4 2014 | Q3 2023 | 14 |
Xcel Wealth Management, LLC | 14 | 14 | 0.08% | 0.26% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Pearl River Capital, LLC | 8 | 2 | 0.01% | 0.38% | 0.87% | Q4 2018 | Q4 2022 | 14 |
Partner Investment Management, L.P. | 14 | 14 | 0.79% | 1.90% | 3.96% | Q2 2014 | Q3 2017 | 14 |
Cornell Pochily Investment Advisors, Inc. | 14 | 14 | 0.17% | 0.40% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.01% | 0.07% | 0.16% | Q1 2015 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.55% | 1.75% | Q4 2016 | Q4 2021 | 14 |
Canal Capital Management, LLC | 14 | 14 | 0.14% | 0.84% | 1.13% | Q2 2020 | Q3 2023 | 14 |
BURNEY CO/ | 14 | 14 | 0.08% | 0.23% | 0.40% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 14 |
Isomer Partners LP | 14 | 14 | 1.84% | 9.25% | 12.08% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 14 |
Highlander Capital Management, LLC | 13 | 1 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 14 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.14% | 0.44% | Q3 2013 | Q4 2019 | 14 |
BOWEN HANES & CO INC | 9 | 5 | 0.62% | 1.27% | 2.15% | Q3 2018 | Q3 2023 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 14 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 1 | 0.00% | 0.17% | 0.28% | Q2 2013 | Q1 2019 | 14 |
EAGLE GLOBAL ADVISORS LLC | 14 | 14 | 0.34% | 0.54% | 0.80% | Q2 2020 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 14 |
FULTON BANK, N.A. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
UBS OCONNOR LLC | 5 | 1 | 0.02% | 0.13% | 0.36% | Q2 2015 | Q3 2023 | 13 |
RMR Wealth Builders | 7 | 1 | 0.06% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 13 |
FLOSSBACH VON STORCH AG | 13 | 13 | 0.09% | 0.62% | 1.02% | Q1 2018 | Q1 2021 | 13 |
OneDigital Investment Advisors LLC | 12 | 1 | 0.01% | 0.10% | 0.31% | Q2 2019 | Q3 2023 | 13 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 13 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.29% | 0.93% | Q1 2018 | Q2 2023 | 13 |
JANUS HENDERSON INVESTORS US LLC | 13 | 13 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q1 2017 | 13 |
Allworth Financial LP | 10 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 13 |
FCF Advisors LLC | 13 | 13 | 0.80% | 1.11% | 1.54% | Q4 2020 | Q4 2023 | 13 |
Columbia Trust Co 01012016 | 12 | 1 | 0.27% | 0.60% | 0.88% | Q4 2019 | Q3 2023 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.03% | 0.08% | 0.14% | Q1 2018 | Q1 2021 | 13 |
TFG Advisers LLC | 12 | 1 | 0.09% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 13 |
Bremer Bank National Association | 13 | 13 | 0.05% | 0.24% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q2 2018 | 13 |
Delta Accumulation, LLC | 8 | 8 | 0.02% | 0.52% | 2.95% | Q4 2021 | Q3 2023 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 1 | 0.00% | 0.09% | 0.19% | Q2 2014 | Q3 2023 | 13 |
FLC Capital Advisors | 13 | 13 | 0.10% | 0.17% | 0.28% | Q2 2020 | Q2 2023 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.14% | 0.19% | 0.32% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Nan Shan Life Insurance Co., Ltd. | 9 | 4 | 0.09% | 1.11% | 2.02% | Q1 2015 | Q4 2021 | 13 |
BANK OF HAWAII | 4 | 1 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q2 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
JUPITER ASSET MANAGEMENT LTD | 5 | 1 | 0.06% | 0.22% | 0.78% | Q2 2018 | Q2 2023 | 13 |
Mendel Money Management | 13 | 13 | 0.91% | 1.78% | 2.29% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 8 | 1 | 0.00% | 0.33% | 1.12% | Q4 2018 | Q3 2022 | 13 |
CHICAGO EQUITY PARTNERS LLC | 8 | 5 | 0.01% | 0.24% | 0.83% | Q4 2014 | Q4 2019 | 13 |
STONE RUN CAPITAL, LLC | 13 | 13 | 0.29% | 0.50% | 0.70% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
FORBES J M & CO LLP | 13 | 13 | 0.81% | 1.09% | 1.39% | Q4 2016 | Q4 2019 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.05% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.51% | 0.78% | 1.15% | Q4 2020 | Q4 2023 | 13 |
Arkadios Wealth Advisors | 9 | 4 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 13 |
D L CARLSON INVESTMENT GROUP INC | 9 | 2 | 0.34% | 1.13% | 2.36% | Q1 2016 | Q4 2020 | 13 |
Great Diamond Partners, LLC | 12 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 13 |
Vigilare Wealth Management | 13 | 13 | 0.18% | 0.27% | 0.48% | Q4 2020 | Q4 2023 | 13 |
PRIVATE TRUST CO NA | 10 | 1 | 0.00% | 0.06% | 0.15% | Q2 2014 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Caprock Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.35% | 0.49% | 0.65% | Q3 2020 | Q3 2023 | 13 |
InTrack Investment Management Inc | 13 | 13 | 1.48% | 2.68% | 4.00% | Q4 2020 | Q4 2023 | 13 |
Phoenix Holdings Ltd. | 12 | 1 | 0.01% | 0.87% | 3.79% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q4 2021 | 13 |
NuWave Investment Management, LLC | 9 | 2 | 0.00% | 0.37% | 2.56% | Q4 2017 | Q2 2021 | 13 |
HEADINVEST, LLC | 13 | 13 | 0.09% | 0.26% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 11 | 2 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
BOK Financial Private Wealth, Inc. | 13 | 13 | 0.21% | 0.34% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Vantage Financial Partners Ltd., Inc. | 13 | 13 | 0.17% | 0.78% | 1.12% | Q3 2020 | Q3 2023 | 13 |
AMI ASSET MANAGEMENT CORP | 13 | 13 | 1.60% | 2.48% | 3.42% | Q3 2020 | Q3 2023 | 13 |
EFG Asset Management (Americas) Corp. | 13 | 13 | 0.36% | 0.65% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Mathes Company, Inc. | 13 | 13 | 0.36% | 1.14% | 2.51% | Q1 2014 | Q1 2017 | 13 |
O'Shares Investment Advisers, LLC | 13 | 13 | 0.05% | 0.19% | 0.42% | Q1 2019 | Q1 2022 | 13 |
WADDELL & REED FINANCIAL INC | 10 | 3 | 0.02% | 0.18% | 0.27% | Q2 2013 | Q1 2021 | 13 |
DARRELL & KING LLC | 9 | 4 | 3.74% | 6.11% | 8.01% | Q1 2017 | Q4 2020 | 13 |
SYCOMORE ASSET MANAGEMENT | 13 | 13 | 0.52% | 2.33% | 3.86% | Q3 2020 | Q3 2023 | 13 |
V Wealth Advisors LLC | 12 | 1 | 0.00% | 0.10% | 0.35% | Q2 2017 | Q3 2023 | 13 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.01% | 0.20% | 0.59% | Q3 2014 | Q2 2023 | 13 |
Cipher Capital LP | 4 | 1 | 0.04% | 0.22% | 0.80% | Q3 2014 | Q1 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6 | 2 | 0.05% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 13 | 13 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q1 2017 | 13 |
C M BIDWELL & ASSOCIATES LTD | 13 | 13 | 0.00% | 0.08% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Horizon Investments, LLC | 13 | 13 | 0.01% | 0.07% | 0.68% | Q3 2020 | Q3 2023 | 13 |
WFG Advisors, LP | 10 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.12% | 0.19% | 0.27% | Q3 2020 | Q3 2023 | 13 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 1.95% | 2.70% | 3.94% | Q4 2020 | Q3 2023 | 12 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 12 | 0.41% | 0.72% | 1.24% | Q4 2020 | Q3 2023 | 12 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 7 | 1 | 0.16% | 1.84% | 3.06% | Q4 2015 | Q3 2023 | 12 |
Malaga Cove Capital, LLC | 10 | 2 | 0.32% | 0.87% | 1.31% | Q3 2016 | Q1 2021 | 12 |
First Western Capital Management Co | 12 | 12 | 0.30% | 0.79% | 1.50% | Q1 2014 | Q4 2016 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.06% | 0.17% | 0.39% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 5 | 1 | 0.02% | 0.22% | 1.23% | Q3 2018 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.08% | 0.26% | 0.88% | Q4 2014 | Q2 2020 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
PIEDMONT INVESTMENT ADVISORS INC | 10 | 2 | 0.01% | 0.16% | 1.00% | Q2 2014 | Q1 2020 | 12 |
Anomaly Capital Management, LP | 12 | 12 | 5.60% | 8.48% | 12.35% | Q4 2020 | Q3 2023 | 12 |
Mirador Capital Partners LP | 12 | 12 | 0.06% | 0.17% | 0.32% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Wealth Quarterback LLC | 6 | 1 | 0.00% | 0.48% | 0.86% | Q1 1987 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Donoghue Forlines LLC | 12 | 12 | 0.10% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Kingfisher Capital LLC | 7 | 1 | 0.04% | 0.57% | 0.97% | Q4 2015 | Q3 2023 | 12 |
OMERS ADMINISTRATION Corp | 7 | 1 | 0.02% | 0.28% | 0.97% | Q4 2013 | Q3 2019 | 12 |
Essex Savings Bank | 12 | 12 | 0.09% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
State of Alaska, Department of Revenue | 10 | 2 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Stamos Capital Partners, L.P. | 7 | 2 | 0.08% | 0.41% | 0.79% | Q4 2018 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
MAPLELANE CAPITAL, LLC | 4 | 1 | 0.13% | 1.15% | 2.75% | Q4 2015 | Q4 2022 | 12 |
Nelson Capital Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.06% | 0.21% | 0.46% | Q3 2018 | Q3 2023 | 12 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.02% | 0.25% | 0.77% | Q4 2018 | Q3 2019 | 12 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 12 | 12 | 0.05% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 12 |
GLG LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2014 | Q4 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.05% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.11% | 0.39% | Q4 2014 | Q1 2023 | 12 |
Private Capital Advisors, Inc. | 12 | 12 | 1.90% | 2.44% | 2.82% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 3 | 0.00% | 0.35% | 1.00% | Q4 2019 | Q4 2022 | 12 |
North Star Investment Management Corp. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Private Wealth Partners, LLC | 8 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.14% | 0.25% | 0.44% | Q3 2018 | Q2 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.07% | 0.12% | 0.16% | Q3 2015 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Long Beach | 12 | 12 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
CEDAR CAPITAL, LLC | 11 | 1 | 0.08% | 0.47% | 0.92% | Q3 2016 | Q3 2020 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
OneAscent Financial Services LLC | 6 | 1 | 0.13% | 0.27% | 0.96% | Q2 2019 | Q3 2023 | 12 |
Thomasville National Bank | 10 | 2 | 1.34% | 3.66% | 5.04% | Q3 2020 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 2 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2019 | 12 |
Edge Wealth Management LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 12 |
Meridian Wealth Management, LLC | 11 | 1 | 0.06% | 0.14% | 0.52% | Q1 2019 | Q3 2023 | 12 |
Covington Investment Advisors Inc. | 12 | 12 | 1.30% | 2.10% | 3.27% | Q1 2014 | Q4 2016 | 12 |
Retirement Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Jackson, Grant Investment Advisers, Inc. | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 10 | 2 | 0.03% | 0.11% | 0.20% | Q3 2019 | Q3 2023 | 12 |
Columbia Asset Management | 5 | 2 | 0.04% | 0.08% | 0.11% | Q1 2015 | Q1 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Laidlaw Wealth Management LLC | 12 | 12 | 0.11% | 0.23% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.10% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Symphony Financial, Ltd. Co. | 12 | 12 | 0.10% | 0.20% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Surevest, LLC | 12 | 12 | 0.10% | 1.72% | 2.39% | Q4 2019 | Q3 2022 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.09% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
AtonRa Partners | 12 | 12 | 0.70% | 1.19% | 1.58% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.34% | 0.55% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Silicon Valley Community Foundation | 12 | 12 | 0.49% | 1.07% | 1.86% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.24% | 0.60% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.10% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.11% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 12 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.08% | 0.31% | Q3 2018 | Q2 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.06% | 0.20% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.87% | 1.53% | 2.38% | Q4 2020 | Q3 2023 | 12 |
WALL STREET ASSOCIATES | 9 | 2 | 0.04% | 0.10% | 0.22% | Q1 2014 | Q4 2016 | 11 |
Corient Capital Partners, LLC | 10 | 1 | 0.02% | 0.07% | 0.16% | Q4 2019 | Q3 2022 | 11 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 2 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2020 | 11 |
Vestcor Inc | 11 | 11 | 0.00% | 0.09% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Sterling Capital Management LLC | 7 | 4 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2019 | 11 |
Century Capital Management, LLC | 11 | 11 | 0.56% | 1.20% | 1.98% | Q2 2013 | Q4 2015 | 11 |
HARVARD MANAGEMENT CO INC | 9 | 1 | 0.21% | 10.15% | 30.32% | Q4 2014 | Q2 2021 | 11 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 11 |
SlateStone Wealth, LLC | 5 | 1 | 0.05% | 0.11% | 0.28% | Q1 2019 | Q3 2023 | 11 |
Psagot Value Holdings Ltd. | 11 | 11 | 0.02% | 0.45% | 1.02% | Q1 2019 | Q3 2021 | 11 |
CAPITAL GUARDIAN TRUST CO | 10 | 1 | 0.00% | 0.08% | 0.12% | Q4 2014 | Q3 2018 | 11 |
Atom Investors LP | 5 | 2 | 0.04% | 0.54% | 1.21% | Q4 2018 | Q1 2023 | 11 |
HARBER ASSET MANAGEMENT LLC | 10 | 1 | 0.63% | 3.57% | 5.04% | Q2 2016 | Q1 2019 | 11 |
Strategic Blueprint, LLC | 7 | 1 | 0.00% | 0.34% | 0.71% | Q2 2021 | Q3 2023 | 11 |
BBVA USA Bancshares, Inc. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2017 | 11 |
Phoenix Wealth Advisors | 6 | 5 | 0.12% | 0.26% | 0.49% | Q4 2020 | Q3 2023 | 11 |
Duquesne Family Office | 6 | 1 | 0.25% | 2.50% | 6.21% | Q2 2019 | Q1 2023 | 11 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 11 |
MONETARY MANAGEMENT GROUP INC | 7 | 4 | 0.15% | 0.34% | 0.49% | Q2 2019 | Q3 2023 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON CAPITAL MANAGEMENT, INC | 11 | 11 | 0.38% | 0.53% | 0.66% | Q2 2017 | Q4 2019 | 11 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2022 | 11 |
Jericho Capital Asset Management L.P. | 5 | 1 | 0.89% | 4.98% | 11.16% | Q1 2015 | Q3 2022 | 11 |
Central Asset Investments & Management Holdings (HK) Ltd | 9 | 2 | 0.30% | 2.56% | 4.11% | Q4 2020 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.16% | 0.56% | Q3 2018 | Q3 2023 | 11 |
Comprehensive Financial Management LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CHEMUNG CANAL TRUST CO | 11 | 11 | 0.08% | 0.68% | 1.42% | Q2 2021 | Q4 2023 | 11 |
PFG Advisors | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
MERIDIAN MANAGEMENT CO | 11 | 11 | 0.06% | 1.19% | 1.57% | Q3 2019 | Q1 2022 | 11 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 11 |
WESPAC Advisors SoCal, LLC | 9 | 2 | 0.01% | 0.14% | 0.24% | Q4 2015 | Q1 2019 | 11 |
Aevitas Wealth Management, Inc. | 11 | 11 | 0.29% | 2.41% | 3.79% | Q2 2020 | Q4 2022 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 2 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q2 2020 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.02% | 0.57% | 1.18% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.03% | 0.06% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Tributary Capital Management, LLC | 8 | 3 | 0.09% | 0.19% | 0.24% | Q2 2019 | Q1 2022 | 11 |
Brick & Kyle, Associates | 10 | 1 | 0.02% | 0.11% | 0.87% | Q4 2014 | Q3 2023 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 11 |
Moloney Securities Asset Management, LLC | 10 | 1 | 0.04% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 11 |
Rathbones Group PLC | 10 | 1 | 0.02% | 0.33% | 0.78% | Q3 2015 | Q3 2023 | 11 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 1 | 0.01% | 0.06% | 0.17% | Q2 2018 | Q1 2023 | 11 |
SFMG, LLC | 9 | 2 | 0.02% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 11 |
Stanley-Laman Group, Ltd. | 7 | 4 | 1.05% | 1.85% | 4.48% | Q1 2017 | Q2 2020 | 11 |
MUFG Securities EMEA plc | 5 | 1 | 0.00% | 0.12% | 0.76% | Q3 2018 | Q3 2023 | 11 |
OAKBROOK INVESTMENTS LLC | 7 | 2 | 0.02% | 0.04% | 0.16% | Q3 2016 | Q4 2019 | 11 |
Three Peaks Capital Management, LLC | 5 | 2 | 0.08% | 0.60% | 1.06% | Q1 2018 | Q3 2021 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 5 | 0.12% | 0.38% | 0.65% | Q4 2018 | Q3 2021 | 11 |
KCM INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q1 2022 | 11 |
Alamar Capital Management, LLC | 11 | 11 | 0.83% | 1.89% | 3.15% | Q1 2021 | Q3 2023 | 11 |
Ethic Inc. | 11 | 11 | 0.05% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Jump Financial, LLC | 9 | 2 | 0.01% | 0.21% | 0.42% | Q3 2020 | Q3 2023 | 11 |
Artisan Partners Limited Partnership | 7 | 1 | 0.10% | 0.31% | 0.52% | Q2 2013 | Q2 2022 | 11 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 8 | 3 | 0.19% | 0.94% | 2.08% | Q4 2020 | Q3 2023 | 11 |
DELTA LLOYD NV | 8 | 3 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2016 | 11 |
True North Advisors, LLC | 11 | 11 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.05% | 0.29% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Vontobel Swiss Wealth Advisors AG | 11 | 11 | 2.23% | 3.69% | 4.71% | Q4 2018 | Q2 2021 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Mayflower Financial Advisors, LLC | 10 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 11 |
ARGENT CAPITAL MANAGEMENT LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.11% | 0.19% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Virtus Fund Advisers, LLC | 11 | 11 | 0.03% | 0.09% | 0.16% | Q2 2014 | Q4 2016 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 1 | 0.00% | 0.06% | 0.35% | Q3 2013 | Q3 2023 | 11 |
Tranquility Partners, LLC | 10 | 1 | 0.15% | 0.24% | 0.31% | Q4 2020 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.29% | 0.42% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Garrison Asset Management, LLC | 11 | 11 | 0.71% | 1.15% | 1.53% | Q1 2021 | Q3 2023 | 11 |
TBH Global Asset Management, LLC | 11 | 11 | 0.32% | 0.47% | 0.56% | Q1 2021 | Q3 2023 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q1 2017 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.91% | 1.17% | 1.44% | Q1 2021 | Q3 2023 | 11 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 2 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 11 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 11 |
WHITENER CAPITAL MANAGEMENT, INC. | 6 | 1 | 0.00% | 0.20% | 0.50% | Q1 2018 | Q3 2023 | 11 |
SRS Investment Management, LLC | 4 | 1 | 0.26% | 2.90% | 9.56% | Q1 2014 | Q3 2020 | 11 |
Hodges Capital Management Inc. | 11 | 11 | 0.14% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 1.34% | 2.29% | 3.56% | Q4 2020 | Q2 2023 | 11 |
COHEN & STEERS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.56% | 0.88% | 1.40% | Q1 2021 | Q3 2023 | 10 |
HARTWELL J M LIMITED PARTNERSHIP | 6 | 4 | 0.09% | 0.79% | 1.19% | Q2 2015 | Q3 2019 | 10 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 6 | 4 | 0.62% | 0.79% | 0.95% | Q4 2018 | Q4 2022 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 1.64% | 2.45% | 3.28% | Q4 2020 | Q3 2023 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
SouthState Corp | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Enterprise Bank & Trust Co | 10 | 10 | 1.13% | 1.38% | 1.61% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.15% | 0.22% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.03% | 0.32% | Q2 2013 | Q4 2015 | 10 |
NBW CAPITAL LLC | 10 | 10 | 1.21% | 1.51% | 1.80% | Q2 2021 | Q3 2023 | 10 |
GUARDIAN CAPITAL ADVISORS LP | 6 | 4 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Odey Asset Management Group Ltd | 6 | 1 | 0.01% | 1.11% | 7.64% | Q3 2014 | Q1 2023 | 10 |
Quantamental Technologies LLC | 3 | 1 | 0.11% | 0.40% | 0.88% | Q4 2018 | Q3 2023 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.04% | 0.15% | 0.30% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
GUYASUTA INVESTMENT ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 9 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q4 2022 | 10 |
Prime Capital Investment Advisors, LLC | 7 | 3 | 0.00% | 0.03% | 0.15% | Q3 2019 | Q3 2023 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 3 | 0.00% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 10 |
CAPSTONE ASSET MANAGEMENT CO | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.07% | 0.14% | 0.18% | Q4 2016 | Q1 2019 | 10 |
Sitrin Capital Management LLC | 10 | 10 | 2.84% | 3.44% | 4.00% | Q3 2017 | Q4 2019 | 10 |
Atalan Capital Partners, LP | 10 | 10 | 3.30% | 8.08% | 13.32% | Q2 2021 | Q3 2023 | 10 |
Cupps Capital Management, LLC | 10 | 10 | 0.30% | 1.21% | 2.00% | Q2 2014 | Q3 2016 | 10 |
Hillsdale Investment Management Inc. | 6 | 4 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 10 |
NORTH STAR ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Hamilton Wealth, LLC | 5 | 1 | 0.09% | 1.00% | 2.91% | Q4 2018 | Q3 2023 | 10 |
Banco de Sabadell, S.A | 8 | 2 | 0.01% | 0.07% | 0.21% | Q2 2018 | Q4 2020 | 10 |
Guild Investment Management, Inc. | 8 | 2 | 1.21% | 1.57% | 2.28% | Q2 2018 | Q1 2021 | 10 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Berkshire Bank | 6 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.07% | 0.12% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
MONETTA FINANCIAL SERVICES INC | 5 | 5 | 0.44% | 0.80% | 1.56% | Q3 2014 | Q1 2019 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.01% | 0.37% | 0.92% | Q2 2021 | Q3 2023 | 10 |
BRAUN STACEY ASSOCIATES INC | 7 | 3 | 0.64% | 1.10% | 1.54% | Q3 2015 | Q3 2023 | 10 |
NAVELLIER & ASSOCIATES INC | 6 | 4 | 0.03% | 0.14% | 0.36% | Q4 2014 | Q2 2019 | 10 |
CIM INVESTMENT MANAGEMENT INC | 3 | 1 | 0.12% | 0.24% | 0.43% | Q3 2017 | Q2 2021 | 10 |
Close Asset Management Ltd | 7 | 3 | 0.00% | 0.13% | 1.02% | Q1 2021 | Q3 2023 | 10 |
Patten Group, Inc. | 9 | 1 | 0.00% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 10 |
GREENLEAF TRUST | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.23% | 0.45% | 0.62% | Q3 2021 | Q4 2023 | 10 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 2 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q4 2017 | 10 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Westshore Wealth, LLC | 10 | 10 | 0.11% | 0.18% | 0.23% | Q1 2021 | Q2 2023 | 10 |
FORTALEZA ASSET MANAGEMENT INC/ | 9 | 1 | 0.01% | 1.25% | 2.67% | Q2 2014 | Q4 2016 | 10 |
Leisure Capital Management | 10 | 10 | 0.12% | 0.17% | 0.24% | Q2 2021 | Q3 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
SC XI MANAGEMENT LLC | 10 | 10 | 22.24% | 62.89% | 86.76% | Q2 2013 | Q3 2015 | 10 |
Lido Advisors, LLC | 5 | 1 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 10 |
Austin Private Wealth, LLC | 8 | 8 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Concord Wealth Partners | 7 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.07% | 0.55% | 1.04% | Q2 2020 | Q2 2023 | 10 |
Bond & Devick Financial Network, Inc. | 10 | 10 | 0.18% | 0.24% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.12% | 0.29% | 0.50% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CERTUITY, LLC | 4 | 3 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
NBT BANK N A /NY | 9 | 1 | 0.03% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 10 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.08% | 0.30% | Q4 2022 | Q3 2023 | 10 |
KWB Wealth | 8 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Arete Wealth Advisors, LLC | 9 | 1 | 0.02% | 0.25% | 2.13% | Q1 2016 | Q3 2023 | 10 |
Bridgewater Associates | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
BlackRock Japan Co. Ltd | 9 | 1 | 0.00% | 0.05% | 0.06% | Q1 2014 | Q4 2016 | 10 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.14% | 0.70% | 1.95% | Q2 2014 | Q3 2023 | 10 |
Camarda Financial Advisors, LLC | 4 | 1 | 0.00% | 0.18% | 1.02% | Q3 2014 | Q1 2022 | 10 |
Peregrine Asset Advisers, Inc. | 7 | 1 | 0.12% | 0.43% | 0.89% | Q2 2018 | Q1 2023 | 10 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 8 | 2 | 0.10% | 0.20% | 0.32% | Q3 2013 | Q4 2018 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Paradigm Financial Partners, LLC | 10 | 10 | 0.07% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Symmetry Partners, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2023 | 10 |
Nationwide Fund Advisors | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2016 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.05% | 0.17% | Q3 2018 | Q3 2023 | 10 |
MAZAMA CAPITAL MANAGEMENT INC | 7 | 3 | 0.00% | 0.38% | 0.74% | Q2 2013 | Q4 2015 | 10 |
NIXON PEABODY TRUST CO | 9 | 9 | 0.92% | 1.44% | 1.84% | Q3 2021 | Q3 2023 | 9 |
Blackhawk Capital Partners LLC. | 9 | 9 | 0.85% | 1.45% | 2.04% | Q4 2020 | Q4 2022 | 9 |
Capital Investment Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q4 2023 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.09% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Concert Wealth Management Inc. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q1 2017 | 9 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 9 |
Steigerwald, Gordon & Koch Inc. | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
RAY GERALD L & ASSOCIATES LTD | 6 | 3 | 0.03% | 0.08% | 0.18% | Q2 2015 | Q3 2017 | 9 |
Tredje AP-fonden | 9 | 9 | 0.08% | 0.28% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Lee Financial Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
CI Global Investments Inc. | 9 | 9 | 0.00% | 1.86% | 4.13% | Q3 2016 | Q3 2018 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Capital Analysts, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 7 | 1 | 0.12% | 0.37% | 0.60% | Q4 2015 | Q2 2019 | 9 |
Ziegler Capital Management, LLC | 5 | 4 | 0.01% | 0.37% | 1.10% | Q4 2020 | Q3 2023 | 9 |
Western Wealth Management, LLC | 7 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 9 |
Rosenbaum Jay D. | 9 | 9 | 0.88% | 1.32% | 1.90% | Q3 2021 | Q3 2023 | 9 |
CIBC WORLD MARKETS CORP | 4 | 1 | 0.00% | 0.12% | 0.47% | Q1 2018 | Q3 2023 | 9 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.11% | 0.39% | Q3 2017 | Q2 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
PIER 88 INVESTMENT PARTNERS LLC | 4 | 1 | 0.01% | 0.39% | 0.98% | Q4 2016 | Q2 2023 | 9 |
DC Investments Management, LLC | 7 | 2 | 0.35% | 0.89% | 2.08% | Q2 2019 | Q1 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 7 | 2 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 9 |
Westend Capital Management, LLC | 9 | 9 | 2.48% | 4.23% | 5.68% | Q1 2014 | Q1 2016 | 9 |
Fortress Wealth Group, LLC | 6 | 3 | 0.18% | 0.27% | 0.40% | Q2 2021 | Q3 2023 | 9 |
Portland Global Advisors LLC | 9 | 9 | 0.04% | 0.47% | 1.00% | Q3 2021 | Q3 2023 | 9 |
Annapolis Financial Services, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 9 |
COLUMBUS CIRCLE INVESTORS | 6 | 1 | 0.02% | 0.52% | 0.99% | Q4 2014 | Q3 2020 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.20% | 0.50% | 1.16% | Q3 2021 | Q3 2023 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
abrdn Investment Management Ltd | 9 | 9 | 0.06% | 0.29% | 0.50% | Q4 2014 | Q4 2016 | 9 |
Geo Capital Gestora de Recursos Ltd | 5 | 4 | 0.30% | 1.70% | 4.80% | Q4 2020 | Q3 2023 | 9 |
Pantheon Investment Group, LLC | 7 | 1 | 0.00% | 1.30% | 1.86% | Q4 2019 | Q4 2021 | 9 |
SCGF III MANAGEMENT LLC | 9 | 9 | 17.24% | 32.93% | 54.20% | Q2 2013 | Q2 2015 | 9 |
Harvest Capital Strategies LLC | 8 | 1 | 0.47% | 3.40% | 9.72% | Q3 2013 | Q4 2018 | 9 |
CSS LLC/IL | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q2 2020 | 9 |
AIA Group Ltd | 4 | 1 | 0.02% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 9 |
MISSION WEALTH MANAGEMENT, LP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 9 | 9 | 2.30% | 3.28% | 4.52% | Q1 2014 | Q1 2016 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.24% | 0.66% | Q3 2021 | Q3 2023 | 9 |
PLANNING DIRECTIONS INC | 9 | 9 | 0.18% | 0.22% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Garde Capital, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 9 |
Manchester Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.17% | 0.84% | Q3 2015 | Q2 2022 | 9 |
Palo Capital, Inc. | 9 | 9 | 0.16% | 0.21% | 0.27% | Q4 2016 | Q4 2018 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.12% | 0.26% | 0.45% | Q4 2014 | Q1 2019 | 9 |
Valiant Capital Management, L.P. | 9 | 9 | 2.48% | 4.01% | 6.16% | Q3 2021 | Q3 2023 | 9 |
Connolly Sarah T. | 9 | 9 | 0.69% | 1.21% | 1.60% | Q3 2021 | Q3 2023 | 9 |
Ascension Asset Management LLC | 4 | 1 | 0.63% | 0.96% | 1.41% | Q3 2020 | Q2 2023 | 9 |
CRAMER ROSENTHAL MCGLYNN LLC | 9 | 9 | 0.42% | 0.69% | 1.09% | Q3 2016 | Q3 2018 | 9 |
Sandhill Capital Partners LLC | 9 | 9 | 3.91% | 4.99% | 6.34% | Q3 2021 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.02% | 0.08% | 0.17% | Q1 2020 | Q1 2022 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 9 |
NATIXIS ADVISORS, L.P. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 9 |
COHEN LAWRENCE B | 9 | 9 | 0.96% | 1.56% | 2.05% | Q3 2021 | Q3 2023 | 9 |
Veritable, L.P. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
First Trust Direct Indexing L.P. | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Orion Capital Management LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AMF Tjanstepension AB | 9 | 9 | 0.02% | 0.21% | 0.56% | Q3 2021 | Q3 2023 | 9 |
McClarren Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Moreno Evelyn V | 9 | 9 | 0.48% | 1.34% | 1.87% | Q3 2021 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 7 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q2 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.03% | 0.18% | 0.48% | Q2 2015 | Q1 2020 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.06% | 0.22% | 0.49% | Q1 2021 | Q1 2023 | 9 |
Stony Point Capital LLC | 9 | 9 | 0.89% | 2.42% | 3.52% | Q3 2021 | Q3 2023 | 9 |
Carmignac Gestion | 9 | 9 | 0.05% | 2.62% | 4.26% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MayTech Global Investments, LLC | 9 | 9 | 0.10% | 2.74% | 3.98% | Q3 2021 | Q3 2023 | 9 |
NS Partners Ltd | 9 | 9 | 0.30% | 0.37% | 0.48% | Q3 2016 | Q3 2018 | 9 |
FORA Capital, LLC | 3 | 1 | 0.30% | 0.56% | 1.02% | Q4 2019 | Q3 2023 | 9 |
Sunbelt Securities, Inc. | 6 | 3 | 0.01% | 0.27% | 0.48% | Q4 2014 | Q3 2023 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.16% | 0.21% | 0.26% | Q4 2015 | Q4 2017 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 0.90% | 1.74% | 2.46% | Q2 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.19% | 0.51% | Q1 2018 | Q3 2023 | 9 |
BANK PICTET & CIE (ASIA) LTD | 9 | 9 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q4 2022 | 9 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.21% | 0.58% | Q2 2015 | Q3 2018 | 9 |
UMB Bank, n.a. | 9 | 9 | 0.02% | 0.20% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Maytus Capital Management, LLC | 5 | 1 | 1.89% | 3.61% | 6.16% | Q3 2020 | Q2 2023 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.13% | 0.47% | 0.73% | Q3 2014 | Q3 2016 | 9 |
AGF Investments LLC | 7 | 2 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q4 2019 | 9 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Fort Sheridan Advisors LLC | 9 | 9 | 0.17% | 0.30% | 0.45% | Q3 2021 | Q3 2023 | 9 |
TURNER INVESTMENTS LLC | 4 | 2 | 0.02% | 0.47% | 1.50% | Q2 2013 | Q1 2016 | 9 |
Shay Capital LLC | 8 | 8 | 0.06% | 0.22% | 0.92% | Q3 2021 | Q2 2023 | 9 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 9 | 0.57% | 0.75% | 1.03% | Q4 2021 | Q4 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 9 | 9 | 0.07% | 0.32% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Ion Asset Management Ltd. | 9 | 9 | 0.73% | 5.23% | 12.73% | Q3 2021 | Q3 2023 | 9 |
CHICAGO TRUST Co NA | 9 | 9 | 0.09% | 0.17% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 9 |
Dakota Wealth Management | 9 | 9 | 0.03% | 0.18% | 0.50% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Assured Investment Management LLC | 9 | 9 | 0.00% | 0.10% | 0.24% | Q4 2016 | Q4 2018 | 9 |
VALICENTI ADVISORY SERVICES INC | 9 | 9 | 0.77% | 1.86% | 2.56% | Q4 2017 | Q4 2019 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.64% | 0.77% | 0.99% | Q3 2021 | Q3 2023 | 9 |
Front Row Advisors LLC | 9 | 9 | 0.61% | 0.90% | 1.15% | Q4 2017 | Q4 2019 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
COUNTRY TRUST BANK | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
Rheos Capital Works Inc. | 6 | 2 | 0.26% | 1.34% | 3.86% | Q1 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.13% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Geneva Partners, LLC | 5 | 3 | 1.46% | 2.52% | 3.75% | Q1 2018 | Q3 2023 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.02% | 0.10% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.19% | 0.41% | Q2 2019 | Q4 2022 | 8 |
Bridgefront Capital, LLC | 3 | 2 | 0.11% | 0.29% | 0.50% | Q4 2020 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
WealthTrust-Arizona, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.06% | 0.19% | 0.33% | Q4 2020 | Q3 2023 | 8 |
INGALLS & SNYDER LLC | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 7 | 1 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q4 2018 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cavalry Management Group, LLC | 4 | 1 | 3.76% | 6.61% | 8.35% | Q4 2020 | Q1 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Norinchukin Bank, The | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields & Co., LLC | 6 | 1 | 0.02% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Brookfield Asset Management | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 8 |
Shinko Asset Management Co., Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Mizuho Asset Management Co.,Ltd. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2016 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2014 | Q3 2016 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.31% | 0.53% | 0.64% | Q3 2021 | Q2 2023 | 8 |
BRIGHTON JONES LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ASPIRIANT, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
HHR Asset Management, LLC | 8 | 8 | 0.27% | 2.85% | 4.71% | Q1 2018 | Q4 2019 | 8 |
BAILARD, INC. | 7 | 1 | 0.01% | 0.14% | 0.40% | Q4 2015 | Q3 2023 | 8 |
Dai-ichi Life Holdings, Inc. | 8 | 8 | 0.00% | 0.14% | 0.24% | Q4 2014 | Q3 2016 | 8 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 8 |
Passport Capital, LLC | 6 | 2 | 0.00% | 0.71% | 1.56% | Q3 2014 | Q3 2016 | 8 |
ALTFEST L J & CO INC | 8 | 8 | 0.07% | 0.14% | 0.24% | Q3 2019 | Q2 2021 | 8 |
Jackson Wealth Management, LLC | 6 | 2 | 0.20% | 0.38% | 0.88% | Q3 2019 | Q3 2023 | 8 |
Louisiana State Employees Retirement System | 8 | 8 | 0.06% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 8 | 8 | 0.02% | 0.08% | 0.18% | Q3 2021 | Q2 2023 | 8 |
SIRIOS CAPITAL MANAGEMENT L P | 5 | 3 | 0.34% | 0.95% | 2.52% | Q2 2017 | Q3 2023 | 8 |
EMINENCE CAPITAL, LP | 8 | 8 | 0.96% | 1.41% | 2.06% | Q1 2020 | Q4 2021 | 8 |
WEST PACES ADVISORS INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.26% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Triasima Portfolio Management inc. | 8 | 8 | 0.12% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.15% | 0.33% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.04% | 0.13% | Q1 2020 | Q1 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 0.43% | 0.88% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.46% | 0.65% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.76% | 2.09% | Q4 2021 | Q3 2023 | 8 |
Weil Company, Inc. | 8 | 8 | 0.26% | 0.74% | 1.15% | Q2 2020 | Q1 2022 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.64% | 1.19% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Nine Chapters Capital Management LLC | 5 | 1 | 0.07% | 0.55% | 2.79% | Q3 2013 | Q3 2017 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.26% | 1.19% | 2.27% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.14% | 0.44% | 0.63% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.10% | 1.02% | 2.90% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.90% | 1.29% | 1.82% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 1.16% | 1.69% | 2.02% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.50% | 0.71% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HARDING LOEVNER LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.85% | 0.99% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Perpetual Investment Management Ltd | 7 | 1 | 0.03% | 0.36% | 0.59% | Q4 2020 | Q4 2022 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.50% | 0.77% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.98% | 1.45% | 1.92% | Q4 2021 | Q3 2023 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 0.33% | 0.47% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 0.15% | 1.08% | 1.91% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.03% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
TimesSquare Capital Management, LLC | 8 | 8 | 1.16% | 1.62% | 1.88% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.11% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.51% | 0.86% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.62% | 0.77% | 0.86% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.45% | 0.61% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 2.43% | 3.07% | 4.07% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.14% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 8 |
MOTCO | 7 | 1 | 0.00% | 0.62% | 0.83% | Q3 2019 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 8 | 8 | 1.34% | 2.17% | 2.71% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Siemens Fonds Invest GmbH | 5 | 3 | 0.02% | 0.06% | 0.30% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.07% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.22% | 0.27% | 0.33% | Q1 2019 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.70% | 1.63% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 1.75% | 2.29% | 3.27% | Q2 2014 | Q1 2016 | 8 |
Timber Hill LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 8 |
OneAscent Wealth Management LLC | 5 | 1 | 0.17% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 8 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Alta Wealth Advisors LLC | 8 | 8 | 0.33% | 0.45% | 0.58% | Q4 2021 | Q3 2023 | 8 |
GLG Partners LP | 6 | 2 | 0.03% | 0.10% | 0.33% | Q2 2014 | Q4 2016 | 8 |
E Fund Management Co., Ltd. | 8 | 8 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.03% | 0.17% | 0.36% | Q1 2022 | Q4 2023 | 8 |
One Capital Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MORGENS WATERFALL VINTIADIS & CO INC | 4 | 1 | 1.03% | 2.20% | 4.35% | Q1 2014 | Q3 2022 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.04% | 0.19% | Q1 2019 | Q3 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 8 |
Advisor Resource Council | 8 | 8 | 0.12% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Geneva Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BROADVIEW ADVISORS LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q2 2017 | Q1 2019 | 8 |
Ruggie Capital Group | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 8 |
Rehmann Capital Advisory Group | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 8 |
NWK Group, Inc. | 8 | 8 | 1.80% | 3.18% | 3.89% | Q4 2021 | Q3 2023 | 8 |
Stokes Family Office, LLC | 5 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD MANAGEMENT CORP /IL/ | 8 | 8 | 0.38% | 0.74% | 1.19% | Q3 2021 | Q2 2023 | 8 |
Institutional Venture Management XV, LLC | 8 | 8 | 0.01% | 2.14% | 12.18% | Q4 2020 | Q3 2022 | 8 |
Archon Partners LLC | 8 | 8 | 1.73% | 1.91% | 2.25% | Q1 2018 | Q4 2019 | 8 |
CALIBER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.62% | 1.62% | 2.38% | Q4 2021 | Q3 2023 | 8 |
SkyOak Wealth, LLC | 6 | 1 | 0.07% | 0.17% | 0.35% | Q4 2019 | Q2 2023 | 8 |
HOEY INVESTMENTS, INC | 8 | 8 | 0.00% | 0.73% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Sciencast Management LP | 3 | 1 | 0.11% | 0.41% | 0.96% | Q4 2015 | Q2 2021 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8 | 8 | 0.09% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Calamos Wealth Management LLC | 8 | 8 | 0.14% | 0.24% | 0.40% | Q2 2013 | Q1 2015 | 8 |
Venture Visionary Partners LLC | 5 | 3 | 0.02% | 0.03% | 0.10% | Q3 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Financial Partners, LLC | 8 | 8 | 0.26% | 0.39% | 0.56% | Q1 2016 | Q4 2017 | 8 |
Cedar Wealth Management, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.16% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q1 2022 | 8 |
Your Advocates Ltd., LLP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
KG&L Capital Management,LLC | 5 | 3 | 0.09% | 0.28% | 0.49% | Q3 2021 | Q3 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 1 | 0.01% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
OSTRUM ASSET MANAGEMENT | 5 | 3 | 0.46% | 0.64% | 0.89% | Q4 2018 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.01% | 0.91% | 1.54% | Q4 2016 | Q3 2023 | 8 |
JT Stratford LLC | 8 | 8 | 0.09% | 0.51% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.27% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
QCM Cayman, Ltd. | 2 | 1 | 0.18% | 1.47% | 3.86% | Q4 2015 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 5 | 1 | 0.01% | 0.24% | 1.12% | Q2 2018 | Q3 2023 | 8 |
StackLine Partners LP | 8 | 8 | 2.97% | 4.91% | 6.75% | Q3 2019 | Q2 2021 | 8 |
RB Capital Management, LLC | 8 | 8 | 0.09% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
WELD CAPITAL MANAGEMENT LLC | 5 | 3 | 0.14% | 0.33% | 0.89% | Q4 2018 | Q1 2021 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 8 |
Winslow Capital Management, LLC | 5 | 1 | 0.00% | 1.44% | 2.33% | Q4 2015 | Q1 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 7 | 7 | 0.65% | 0.85% | 1.22% | Q1 2022 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q1 2019 | 7 |
PRECEPT MANAGEMENT LLC | 6 | 6 | 0.44% | 1.25% | 3.41% | Q4 2020 | Q1 2022 | 7 |
BREAKLINE CAPITAL LLC | 6 | 1 | 1.58% | 3.57% | 5.17% | Q3 2020 | Q4 2022 | 7 |
SUN LIFE FINANCIAL INC | 4 | 3 | 0.00% | 0.56% | 1.38% | Q2 2013 | Q4 2017 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 1 | 0.27% | 0.93% | 2.38% | Q1 2018 | Q2 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
1900 WEALTH MANAGEMENT LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.07% | 0.12% | 0.20% | Q4 2014 | Q1 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Future Fund LLC | 4 | 3 | 0.18% | 1.08% | 4.09% | Q4 2021 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 3 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Crestline Management, LP | 3 | 1 | 0.19% | 0.27% | 0.43% | Q3 2016 | Q2 2023 | 7 |
Hunt Lane Capital LP | 2 | 1 | 5.12% | 6.73% | 10.89% | Q1 2016 | Q1 2019 | 7 |
LMR Partners LLP | 4 | 1 | 0.05% | 0.28% | 0.93% | Q3 2014 | Q3 2023 | 7 |
Gilbert & Cook, Inc. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Blue Pool Management Ltd. | 7 | 7 | 1.08% | 1.75% | 2.59% | Q4 2017 | Q2 2019 | 7 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.68% | 1.60% | Q2 2015 | Q3 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Leucadia National | 4 | 4 | 0.00% | 0.28% | 1.27% | Q4 2022 | Q3 2023 | 7 |
SII INVESTMENTS INC/WI | 7 | 7 | 0.03% | 0.09% | 0.18% | Q1 2015 | Q3 2016 | 7 |
Gyon Technologies Capital Management, LP | 6 | 1 | 0.22% | 0.42% | 0.71% | Q1 2021 | Q4 2022 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Santa Fe Partners LLC | 7 | 7 | 0.23% | 0.35% | 0.51% | Q2 2014 | Q4 2015 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Darwin Wealth Management, LLC | 7 | 7 | 0.24% | 0.31% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.12% | 0.57% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Boltwood Capital Management | 7 | 7 | 0.09% | 0.13% | 0.17% | Q2 2022 | Q4 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
CAPITAL INSIGHT PARTNERS, LLC | 7 | 7 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Ledyard National Bank | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 7 |
Chevy Chase Trust Holdings, LLC | 3 | 1 | 0.00% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.06% | 0.40% | 0.62% | Q2 2015 | Q3 2016 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 0.02% | 1.00% | 2.26% | Q1 2022 | Q3 2023 | 7 |
HARVEST VOLATILITY MANAGEMENT LLC | 7 | 7 | 0.00% | 0.36% | 0.48% | Q4 2021 | Q2 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 2.05% | 3.09% | 3.94% | Q1 2022 | Q3 2023 | 7 |
Fulcrum Asset Management LLP | 6 | 1 | 0.29% | 0.72% | 1.15% | Q2 2020 | Q1 2022 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q4 2022 | 7 |
GenTrust, LLC | 7 | 7 | 0.03% | 0.28% | 0.44% | Q2 2021 | Q4 2022 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.20% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 7 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 1 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q4 2022 | 7 |
Maryland Capital Management | 6 | 1 | 0.02% | 1.65% | 2.17% | Q3 2015 | Q1 2022 | 7 |
Walter Public Investments Inc. | 7 | 7 | 1.98% | 4.04% | 4.80% | Q1 2022 | Q3 2023 | 7 |
Axiom Investment Management LLC | 3 | 1 | 0.00% | 0.20% | 0.76% | Q4 2018 | Q3 2022 | 7 |
Brinker Capital Investments, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2022 | 7 |
ETRADE Capital Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 7 | 7 | 0.03% | 0.12% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.23% | 0.49% | Q4 2019 | Q4 2022 | 7 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2017 | Q4 2018 | 7 |
FAYEZ SAROFIM & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
KELLEHER FINANCIAL ADVISORS | 7 | 7 | 0.13% | 0.28% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Accuvest Global Advisors | 7 | 7 | 0.08% | 0.20% | 0.29% | Q2 2015 | Q4 2016 | 7 |
Realta Investment Advisors | 4 | 3 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 7 |
Hollow Brook Wealth Management LLC | 7 | 7 | 0.32% | 0.44% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Lombard Odier Asset Management (USA) Corp | 6 | 1 | 0.19% | 0.50% | 1.11% | Q4 2014 | Q4 2019 | 7 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 1 | 0.02% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 7 |
ProVise Management Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Clarus Wealth Advisors | 4 | 1 | 0.13% | 0.18% | 0.24% | Q3 2019 | Q1 2023 | 7 |
Eisler Capital (US) LLC | 3 | 3 | 0.01% | 0.11% | 0.31% | Q1 2023 | Q3 2023 | 7 |
Versor Investments LP | 3 | 1 | 0.01% | 0.08% | 0.21% | Q2 2021 | Q3 2023 | 7 |
Independent Portfolio Consultants, Inc. | 5 | 2 | 0.01% | 0.04% | 0.11% | Q3 2014 | Q2 2017 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
Westover Capital Advisors, LLC | 5 | 2 | 0.19% | 0.73% | 1.01% | Q4 2018 | Q3 2023 | 7 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 7 | 7 | 0.18% | 0.70% | 1.04% | Q4 2014 | Q2 2016 | 7 |
MANA Advisors LLC | 2 | 1 | 0.54% | 1.10% | 2.12% | Q4 2017 | Q3 2020 | 7 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.06% | 0.22% | Q4 2014 | Q4 2017 | 7 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 7 |
New Jersey Better Educational Savings Trust | 3 | 1 | 0.23% | 0.32% | 0.40% | Q3 2014 | Q4 2017 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.30% | 0.41% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Center for Financial Planning, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 7 |
NorthRock Partners, LLC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.15% | 0.41% | 0.60% | Q4 2021 | Q3 2023 | 7 |
Trinity Financial Advisors LLC | 3 | 1 | 0.13% | 0.21% | 0.32% | Q3 2021 | Q3 2023 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 3 | 0.16% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2021 | 7 |
EPG Wealth Management LLC | 4 | 3 | 0.08% | 0.15% | 0.46% | Q4 2021 | Q3 2023 | 7 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 7 | 7 | 0.22% | 0.28% | 0.39% | Q1 2022 | Q3 2023 | 7 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.01% | 0.31% | 1.21% | Q4 2019 | Q2 2023 | 7 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 7 | 7 | 0.25% | 0.48% | 0.72% | Q1 2022 | Q3 2023 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Zullo Investment Group, Inc. | 5 | 2 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 7 |
One01 Capital, LP | 7 | 7 | 5.14% | 9.16% | 25.03% | Q1 2022 | Q3 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.04% | 0.16% | 0.40% | Q2 2021 | Q4 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 7 | 7 | 0.03% | 0.21% | 0.49% | Q1 2021 | Q3 2022 | 7 |
State of Wyoming | 6 | 1 | 0.06% | 0.12% | 0.20% | Q1 2021 | Q4 2022 | 7 |
CLOUGH CAPITAL PARTNERS L P | 7 | 7 | 0.86% | 1.75% | 3.15% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2019 | 7 |
Freemont Management S.A. | 7 | 7 | 0.07% | 0.87% | 1.16% | Q4 2021 | Q2 2023 | 7 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Aviance Capital Partners, LLC | 6 | 1 | 0.09% | 0.26% | 0.60% | Q3 2015 | Q3 2020 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 7 | 0.02% | 0.10% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.04% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Equitable Holdings, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.08% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Minot Wealth Management LLC | 7 | 7 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q2 2022 | 7 |
AGRAN LIBBIE | 7 | 7 | 0.13% | 0.21% | 0.32% | Q3 2015 | Q1 2017 | 7 |
Polar Capital Holdings Plc | 7 | 7 | 0.42% | 0.75% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Capital Impact Advisors, LLC | 4 | 3 | 0.00% | 0.17% | 0.32% | Q2 2014 | Q4 2022 | 7 |
Pine River Capital Management L.P. | 3 | 2 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q3 2017 | 7 |
Ramsay, Stattman, Vela & Price, Inc. | 7 | 7 | 0.46% | 0.66% | 0.87% | Q1 2022 | Q3 2023 | 7 |
Redwood Investments, LLC | 5 | 2 | 0.14% | 0.26% | 0.36% | Q2 2018 | Q3 2023 | 7 |
Alterity Financial Group, LLC | 6 | 1 | 0.41% | 0.53% | 0.62% | Q1 2021 | Q3 2023 | 7 |
Legal Advantage Investments, Inc. | 7 | 7 | 0.20% | 1.31% | 2.01% | Q1 2022 | Q3 2023 | 7 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 6 | 6 | 0.53% | 0.82% | 1.13% | Q2 2022 | Q3 2023 | 6 |
VeraBank, N.A. | 6 | 6 | 0.14% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 6 | 0.02% | 0.05% | 0.14% | Q2 2015 | Q3 2016 | 6 |
Amica Retiree Medical Trust | 6 | 6 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 6 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 6 |
CG Asset Management LLC | 5 | 1 | 0.08% | 0.30% | 0.69% | Q3 2014 | Q1 2016 | 6 |
Chanos & Co LP | 6 | 6 | 0.03% | 1.75% | 2.60% | Q3 2014 | Q4 2015 | 6 |
SeaBridge Investment Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 6 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.18% | 0.66% | 2.27% | Q2 2016 | Q4 2019 | 6 |
WADE G W & INC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2021 | 6 |
Concentric Capital Strategies, LP | 6 | 6 | 0.14% | 0.74% | 1.30% | Q1 2022 | Q2 2023 | 6 |
Vigilant Capital Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2022 | 6 |
SECOR Capital Advisors, LP | 5 | 1 | 0.02% | 0.24% | 0.76% | Q2 2016 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PINNBROOK CAPITAL MANAGEMENT LP | 5 | 5 | 0.27% | 1.63% | 3.15% | Q4 2021 | Q4 2022 | 6 |
Formidable Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.05% | Q1 2015 | Q2 2023 | 6 |
Perpetual Ltd | 3 | 1 | 0.01% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 6 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 6 | 6 | 0.75% | 1.15% | 1.33% | Q3 2014 | Q4 2015 | 6 |
Ionic Capital Management LLC | 2 | 1 | 0.10% | 0.36% | 0.61% | Q2 2017 | Q2 2021 | 6 |
Tygh Capital Management, Inc. | 5 | 1 | 0.18% | 0.24% | 0.34% | Q3 2013 | Q2 2015 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Stone Ridge Asset Management LLC | 4 | 2 | 0.15% | 0.79% | 1.35% | Q4 2014 | Q1 2019 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.07% | 0.10% | 0.14% | Q2 2016 | Q3 2017 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
White Elm Capital, LLC | 6 | 6 | 2.13% | 3.71% | 4.82% | Q2 2018 | Q3 2019 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q1 2020 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Barton Investment Management | 6 | 6 | 0.06% | 1.18% | 1.91% | Q1 2016 | Q2 2017 | 6 |
Congress Wealth Management LLC / DE / | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
China Universal Asset Management Co., Ltd. | 6 | 6 | 0.64% | 1.33% | 1.96% | Q2 2022 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 6 |
Cavalier Investments, LLC | 4 | 2 | 0.12% | 0.49% | 1.49% | Q4 2015 | Q2 2019 | 6 |
Renasant Bank | 5 | 1 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q2 2022 | 6 |
Personal Capital Advisors Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 2.64% | 3.28% | 3.78% | Q4 2018 | Q1 2020 | 6 |
TCWP LLC | 5 | 1 | 0.00% | 0.48% | 1.60% | Q1 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 0.09% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 6 |
Ergoteles LLC | 6 | 6 | 0.02% | 0.48% | 1.37% | Q1 2022 | Q2 2023 | 6 |
Saturna Capital CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 2 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2020 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.13% | 1.22% | 1.32% | Q2 2021 | Q3 2022 | 6 |
Carolina Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
COMMONS CAPITAL, LLC | 6 | 6 | 0.68% | 1.72% | 4.13% | Q2 2022 | Q3 2023 | 6 |
JS Capital Management LLC | 4 | 2 | 0.53% | 1.11% | 1.81% | Q1 2019 | Q2 2023 | 6 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.02% | 0.09% | 0.38% | Q1 2019 | Q3 2022 | 6 |
Johanson Financial Advisors, Inc. | 5 | 1 | 0.01% | 0.09% | 0.13% | Q4 2019 | Q4 2021 | 6 |
Sterling Investment Counsel, LLC | 6 | 6 | 0.16% | 0.36% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q2 2023 | 6 |
GLOBESPAN MANAGEMENT ASSOCIATES V, L.P. | 6 | 6 | 0.00% | 32.99% | 100.00% | Q2 2013 | Q3 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.91% | 1.08% | 1.19% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NewSquare Capital LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 6 |
CARILLON TOWER ADVISERS, INC. | 6 | 6 | 0.06% | 0.14% | 0.19% | Q1 2018 | Q2 2019 | 6 |
Sheaff Brock Investment Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2023 | 6 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.14% | 0.16% | 0.19% | Q3 2021 | Q4 2022 | 6 |
Portman Square Capital LLP | 4 | 4 | 0.21% | 0.97% | 2.62% | Q4 2022 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Edmonds Duncan Registered Investment Advisors, LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.01% | 0.15% | 0.32% | Q3 2021 | Q4 2022 | 6 |
Meridian Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Melqart Asset Management (UK) Ltd | 3 | 3 | 0.10% | 0.74% | 1.34% | Q4 2020 | Q3 2022 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.13% | 0.24% | Q2 2017 | Q3 2017 | 6 |
LOEB PARTNERS CORP | 4 | 2 | 0.07% | 0.09% | 0.11% | Q3 2013 | Q2 2015 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Noked Israel Ltd | 6 | 6 | 3.83% | 7.05% | 10.70% | Q2 2022 | Q3 2023 | 6 |
Jetstream Capital LLC | 3 | 3 | 0.05% | 1.96% | 5.64% | Q1 2015 | Q3 2015 | 6 |
Brickley Wealth Management | 6 | 6 | 0.09% | 0.10% | 0.12% | Q3 2018 | Q4 2019 | 6 |
Catamount Wealth Management | 4 | 1 | 0.01% | 2.35% | 3.16% | Q4 2014 | Q1 2019 | 6 |
Lucia Wealth Services, LLC | 6 | 6 | 0.06% | 0.35% | 0.49% | Q3 2018 | Q4 2019 | 6 |
FULLER & THALER ASSET MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Semmax Financial Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Echo Street Capital Management LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Almanack Investment Partners, LLC. | 4 | 2 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Partners Group Holding AG | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.04% | 0.25% | 0.51% | Q2 2022 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Grandview Asset Management LLC | 4 | 1 | 0.00% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Hound Partners | 6 | 6 | 4.21% | 5.93% | 6.84% | Q2 2019 | Q3 2020 | 6 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.32% | 0.67% | Q2 2019 | Q1 2023 | 6 |
Summit Financial, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MAKENA CAPITAL MANAGEMENT LLC | 4 | 2 | 1.43% | 2.39% | 3.29% | Q4 2019 | Q4 2021 | 6 |
Triumph Capital Management | 6 | 6 | 0.26% | 0.38% | 0.57% | Q2 2022 | Q3 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6 | 6 | 0.44% | 1.29% | 1.88% | Q2 2022 | Q3 2023 | 6 |
DG CAPITAL MANAGEMENT INC | 6 | 6 | 0.80% | 0.88% | 1.02% | Q3 2014 | Q4 2015 | 6 |
NKCFO LLC | 4 | 2 | 0.08% | 0.24% | 0.33% | Q1 2020 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
AMICA MUTUAL INSURANCE CO | 6 | 6 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 6 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 6 | 0.08% | 0.09% | 0.12% | Q3 2016 | Q4 2017 | 6 |
MARVIN & PALMER ASSOCIATES INC | 4 | 2 | 1.71% | 3.58% | 4.94% | Q1 2016 | Q3 2022 | 6 |
MinichMacGregor Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
TCTC Holdings, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
NORTH AMERICAN MANAGEMENT CORP | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2018 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Maven Securities LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Archer Investment Corp | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 2 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Intersect Capital LLC | 4 | 2 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q2 2022 | 6 |
IAM Advisory, LLC | 6 | 6 | 0.27% | 0.37% | 0.45% | Q2 2022 | Q3 2023 | 6 |
WHALEROCK POINT PARTNERS, LLC | 4 | 2 | 0.08% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Founders Financial Alliance, LLC | 3 | 1 | 0.03% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 6 |
Covea Finance | 6 | 6 | 0.14% | 0.20% | 0.29% | Q3 2022 | Q4 2023 | 6 |
GRIFFIN ASSET MANAGEMENT, INC. | 4 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q2 2020 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 1.65% | 2.58% | 3.47% | Q3 2021 | Q4 2022 | 6 |
Carmel Capital Partners, LLC | 3 | 2 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
CQS Cayman LP | 3 | 1 | 0.02% | 0.12% | 0.19% | Q1 2014 | Q3 2019 | 5 |
Hudson Bay Capital Management LP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q1 2020 | 5 |
Biondo Investment Advisors, LLC | 5 | 5 | 0.40% | 0.59% | 0.76% | Q1 2015 | Q1 2016 | 5 |
PGGM Investments | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Petrus Trust Company, LTA | 3 | 2 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q2 2023 | 5 |
Visium Asset Management, LP | 3 | 1 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q2 2016 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q1 2017 | 5 |
Savant Capital, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.08% | 0.14% | Q3 2016 | Q2 2017 | 5 |
RiverPark Advisors, LLC | 5 | 5 | 0.75% | 1.58% | 2.20% | Q4 2018 | Q4 2019 | 5 |
Highstreet Asset Management Inc. | 2 | 1 | 0.02% | 0.10% | 0.38% | Q3 2016 | Q4 2019 | 5 |
BRINKER CAPITAL INC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2017 | 5 |
AVALON CAPITAL MANAGEMENT | 4 | 1 | 0.18% | 0.87% | 1.66% | Q4 2013 | Q1 2018 | 5 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 5 |
Meru Capital Group, LP | 5 | 5 | 0.15% | 0.25% | 0.37% | Q1 2016 | Q1 2017 | 5 |
SeaTown Holdings Pte. Ltd. | 3 | 1 | 0.27% | 1.43% | 3.03% | Q2 2016 | Q3 2023 | 5 |
Main Street Research LLC | 5 | 5 | 0.06% | 0.68% | 2.25% | Q3 2022 | Q3 2023 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.13% | 0.50% | 1.54% | Q3 2018 | Q2 2023 | 5 |
RWC Asset Management LLP | 3 | 2 | 0.07% | 0.45% | 0.79% | Q4 2014 | Q3 2018 | 5 |
Phocas Financial Corp. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.23% | 0.40% | Q2 2016 | Q4 2022 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.08% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
British Airways Pensions Investment Management Ltd | 5 | 5 | 0.45% | 0.55% | 0.73% | Q4 2014 | Q4 2015 | 5 |
Baldwin Investment Management, LLC | 3 | 2 | 0.05% | 0.19% | 0.32% | Q1 2022 | Q3 2023 | 5 |
Callan Capital, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 5 |
Ranger Investment Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Sather Financial Group Inc | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 5 |
Aurora Investment Counsel | 5 | 5 | 0.88% | 1.04% | 1.24% | Q2 2019 | Q2 2020 | 5 |
Lyon Street Capital, LLC | 3 | 2 | 1.19% | 1.83% | 3.00% | Q4 2018 | Q1 2022 | 5 |
State of Tennessee, Treasury Department | 2 | 1 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 5 |
Princeton Alpha Management LP | 1 | 1 | 0.08% | 0.18% | 0.33% | Q2 2014 | Q1 2017 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.03% | 0.10% | 0.26% | Q2 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 5 |
New England Research & Management, Inc. | 5 | 5 | 0.44% | 0.48% | 0.53% | Q1 2016 | Q1 2017 | 5 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 5 |
First American Bank | 5 | 5 | 0.01% | 0.12% | 0.26% | Q4 2020 | Q4 2021 | 5 |
Granite Point Capital Management, L.P. | 4 | 1 | 0.53% | 0.82% | 1.03% | Q2 2014 | Q2 2016 | 5 |
Atika Capital Management LLC | 4 | 1 | 0.58% | 2.41% | 5.06% | Q2 2021 | Q3 2022 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 1.16% | 1.79% | 2.18% | Q3 2022 | Q3 2023 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.19% | 0.32% | 0.48% | Q4 2014 | Q1 2016 | 5 |
Archford Capital Strategies, LLC | 3 | 1 | 0.00% | 0.07% | 0.14% | Q1 2014 | Q1 2021 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.13% | 1.13% | 1.97% | Q4 2017 | Q4 2018 | 5 |
Ardevora Asset Management LLP | 5 | 5 | 0.01% | 0.63% | 0.92% | Q4 2021 | Q4 2022 | 5 |
RIVERPARK CAPITAL MANAGEMENT LLC | 5 | 5 | 1.62% | 2.69% | 3.51% | Q4 2018 | Q4 2019 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q4 2018 | Q4 2019 | 5 |
DIKER MANAGEMENT LLC | 4 | 1 | 2.27% | 2.41% | 2.70% | Q2 2019 | Q1 2021 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.89% | 1.24% | 1.46% | Q3 2014 | Q3 2015 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.04% | 0.08% | 0.19% | Q2 2016 | Q2 2017 | 5 |
AFTON CAPITAL MANAGEMENT LLC | 3 | 2 | 4.32% | 5.44% | 7.31% | Q1 2015 | Q3 2022 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 5 | 5 | 0.90% | 1.29% | 1.79% | Q4 2014 | Q4 2015 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.17% | 0.24% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Hayden Royal, LLC | 5 | 5 | 0.14% | 0.47% | 1.18% | Q4 2020 | Q4 2021 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.19% | 0.31% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Deane Retirement Strategies, Inc. | 2 | 1 | 0.00% | 1.30% | 2.03% | Q1 2015 | Q1 2018 | 5 |
Invictus RG | 2 | 1 | 0.05% | 0.34% | 1.04% | Q4 2015 | Q3 2018 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Kovitz Investment Group Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
SOMA EQUITY PARTNERS LP | 5 | 5 | 7.76% | 9.57% | 11.12% | Q4 2016 | Q4 2017 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 0.47% | 0.53% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Stumpf Capital Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2017 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
THAMES CAPITAL MANAGEMENT LLC | 5 | 5 | 1.06% | 2.81% | 5.38% | Q3 2021 | Q3 2022 | 5 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 5 |
IFG Advisory, LLC | 4 | 1 | 0.04% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 5 | 5 | 0.05% | 0.23% | 0.37% | Q3 2022 | Q3 2023 | 5 |
NORTHSTAR ASSET MANAGEMENT LLC | 3 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
VESTOR CAPITAL, LLC | 3 | 2 | 0.32% | 1.24% | 2.12% | Q4 2021 | Q3 2023 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.16% | 0.29% | 0.38% | Q3 2022 | Q3 2023 | 5 |
GO ETF SOLUTIONS LLP | 5 | 5 | 1.74% | 2.01% | 2.58% | Q4 2016 | Q4 2017 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.50% | 0.59% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Elo Mutual Pension Insurance Co | 5 | 5 | 0.11% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
DUALITY ADVISERS, LP | 4 | 1 | 0.13% | 0.42% | 0.58% | Q2 2022 | Q3 2023 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Hotaling Investment Management, LLC | 3 | 2 | 0.16% | 0.51% | 0.84% | Q4 2018 | Q3 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 5 |
Flossbach von Storch AG Zurich | 5 | 5 | 2.44% | 3.56% | 5.01% | Q2 2019 | Q2 2020 | 5 |
Human Investing LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q2 2023 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.05% | 0.67% | 1.26% | Q3 2020 | Q3 2023 | 5 |
Cornerstone Wealth Group, LLC | 3 | 1 | 0.41% | 0.46% | 0.53% | Q2 2019 | Q3 2023 | 5 |
Gunderson Capital Management Inc. | 4 | 1 | 0.73% | 2.75% | 3.43% | Q1 2019 | Q4 2023 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 5 |
SteelPeak Wealth, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 5 |
1776 Wealth LLC | 3 | 2 | 0.02% | 0.13% | 0.31% | Q4 2019 | Q3 2023 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 5 |
Jackson Creek Investment Advisors LLC | 3 | 2 | 0.10% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 5 |
GraniteShares Advisors LLC | 3 | 2 | 0.12% | 0.32% | 1.00% | Q4 2021 | Q3 2023 | 5 |
Alcosta Capital Management, Inc. | 3 | 2 | 2.59% | 2.74% | 2.92% | Q1 2022 | Q3 2023 | 5 |
Bluesphere Advisors, LLC | 5 | 5 | 0.54% | 0.69% | 0.74% | Q3 2022 | Q3 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Tenere Capital LLC | 3 | 2 | 2.88% | 4.01% | 4.86% | Q4 2021 | Q2 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.24% | 0.96% | Q2 2021 | Q1 2023 | 5 |
Connectus Wealth, LLC | 5 | 5 | 0.01% | 0.04% | 0.19% | Q3 2022 | Q3 2023 | 5 |
O'Neil Global Advisors, Inc. | 3 | 1 | 1.21% | 3.21% | 5.97% | Q1 2022 | Q3 2023 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.05% | 0.08% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Flight Deck Capital, LP | 5 | 5 | 3.74% | 5.40% | 7.49% | Q2 2022 | Q2 2023 | 5 |
Wedmont Private Capital | 3 | 1 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 5 | 5 | 0.42% | 0.65% | 0.85% | Q3 2022 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.04% | 0.20% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Carroll Investors, Inc | 5 | 5 | 0.19% | 3.32% | 5.29% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Resurgent Financial Advisors LLC | 5 | 5 | 0.05% | 0.10% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.11% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.74% | 0.98% | 1.15% | Q3 2022 | Q3 2023 | 5 |
WEBSTER BANK, N. A. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.06% | 0.16% | Q3 2022 | Q3 2023 | 5 |
VIKING GLOBAL INVESTORS LP | 5 | 5 | 0.63% | 1.91% | 2.97% | Q4 2020 | Q4 2021 | 5 |
FIRST NATIONAL BANK OF OMAHA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
BANK OF THE WEST | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
MANNING & NAPIER ADVISORS LLC | 5 | 5 | 0.00% | 0.10% | 0.18% | Q3 2013 | Q3 2014 | 5 |
RS INVESTMENT MANAGEMENT CO LLC | 4 | 1 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q2 2016 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.09% | 0.42% | Q2 2015 | Q2 2019 | 5 |
ARS Investment Partners, LLC | 3 | 1 | 0.02% | 1.02% | 1.97% | Q2 2019 | Q3 2022 | 5 |
BIRINYI ASSOCIATES INC | 3 | 1 | 0.13% | 0.18% | 0.24% | Q1 2021 | Q4 2022 | 5 |
First Bancorp, Inc /ME/ | 3 | 2 | 0.19% | 0.19% | 0.20% | Q2 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.70% | 0.98% | 1.24% | Q3 2022 | Q3 2023 | 5 |
DILLON & ASSOCIATES INC | 5 | 5 | 0.46% | 1.12% | 1.61% | Q3 2022 | Q3 2023 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.14% | 0.19% | 0.25% | Q3 2022 | Q3 2023 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 5 |
BURNS J W & CO INC/NY | 3 | 1 | 0.04% | 0.13% | 0.40% | Q1 2016 | Q3 2023 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 5 |
COMMUNITY TRUST & INVESTMENT CO | 5 | 5 | 0.40% | 1.32% | 1.87% | Q3 2022 | Q3 2023 | 5 |
Brown Capital Management | 5 | 5 | 0.01% | 0.06% | 0.09% | Q4 2015 | Q4 2016 | 5 |
ING GROEP NV | 2 | 1 | 0.00% | 0.52% | 2.35% | Q1 2018 | Q1 2023 | 5 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
HARBOR CAPITAL ADVISORS, INC. | 5 | 5 | 0.32% | 0.36% | 0.40% | Q4 2022 | Q4 2023 | 5 |
BENDER ROBERT & ASSOCIATES | 5 | 5 | 0.19% | 0.33% | 0.48% | Q3 2022 | Q3 2023 | 5 |
NIPPON LIFE INSURANCE CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.94% | 1.43% | 1.73% | Q3 2019 | Q3 2020 | 5 |
SAMLYN CAPITAL, LLC | 5 | 5 | 0.54% | 2.03% | 3.22% | Q2 2022 | Q2 2023 | 5 |
Capital World Investors | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 5 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.63% | 0.80% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.50% | 0.60% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Elk River Wealth Management, LLC | 4 | 4 | 0.92% | 1.29% | 1.50% | Q4 2022 | Q3 2023 | 4 |
CYPRESS GROWTH FUND III LP | 4 | 4 | 3.61% | 4.29% | 5.23% | Q4 2020 | Q3 2021 | 4 |
Arabesque Asset Management Ltd | 3 | 1 | 0.73% | 1.00% | 1.38% | Q1 2019 | Q4 2022 | 4 |
Compass Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.40% | 0.87% | Q3 2022 | Q4 2023 | 4 |
YHB Investment Advisors, Inc. | 3 | 1 | 0.02% | 0.19% | 0.37% | Q1 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 4.00% | 5.20% | 6.26% | Q4 2022 | Q3 2023 | 4 |
AHL Partners LLP | 4 | 4 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q4 2017 | 4 |
STF Management LP | 4 | 4 | 0.40% | 0.50% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Windsor Creek Advisors, LLC | 3 | 1 | 0.18% | 0.35% | 0.55% | Q4 2018 | Q4 2019 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Interchange Capital Partners, LLC | 3 | 1 | 0.06% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.32% | 0.41% | 0.50% | Q4 2015 | Q3 2016 | 4 |
Open Field Capital LLC | 4 | 4 | 4.04% | 5.08% | 6.38% | Q4 2013 | Q3 2014 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.84% | 1.85% | 3.97% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 1.11% | 1.68% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Windle Wealth, LLC | 4 | 4 | 0.46% | 0.59% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Draper Asset Management, LLC | 3 | 1 | 0.22% | 0.65% | 0.97% | Q4 2020 | Q2 2023 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.59% | 0.68% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.26% | 1.36% | 2.11% | Q4 2014 | Q3 2015 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 1.10% | 1.59% | 1.91% | Q4 2022 | Q3 2023 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.94% | 1.07% | 1.18% | Q1 2018 | Q1 2019 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.11% | 0.21% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.05% | 0.07% | 0.07% | Q2 2015 | Q1 2016 | 4 |
New Hampshire Trust | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WELCH CAPITAL PARTNERS LLC/NY | 4 | 4 | 0.98% | 1.63% | 2.06% | Q1 2017 | Q4 2017 | 4 |
Capitolis Advisors LLC | 4 | 4 | 0.07% | 0.42% | 0.80% | Q4 2020 | Q3 2021 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 1.41% | 1.88% | 2.25% | Q4 2022 | Q3 2023 | 4 |
Benson Investment Management Company, Inc. | 4 | 4 | 1.11% | 1.75% | 2.36% | Q4 2022 | Q3 2023 | 4 |
Sterling Ridge Capital Management LP | 4 | 4 | 0.29% | 0.82% | 1.60% | Q1 2015 | Q4 2015 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.92% | 1.26% | 1.42% | Q4 2022 | Q3 2023 | 4 |
PRIVATE CAPITAL MANAGEMENT INC | 4 | 4 | 0.50% | 0.55% | 0.59% | Q4 2016 | Q3 2017 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lunia Capital LP | 2 | 1 | 1.07% | 5.05% | 8.80% | Q4 2017 | Q3 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 1.49% | 2.00% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Avala Global LP | 4 | 4 | 3.15% | 5.08% | 7.24% | Q4 2022 | Q3 2023 | 4 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Honeycomb Asset Management LP | 3 | 1 | 0.44% | 2.16% | 3.59% | Q3 2021 | Q3 2022 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2019 | 4 |
J2 Capital Management Inc | 3 | 1 | 0.24% | 0.33% | 0.38% | Q1 2022 | Q3 2023 | 4 |
JAT CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.10% | 0.38% | 0.80% | Q4 2013 | Q1 2015 | 4 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q1 2021 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 0.45% | 0.95% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.05% | 0.13% | 0.30% | Q3 2020 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Premier Fund Managers Ltd | 4 | 4 | 0.23% | 0.45% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.29% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RIPOSTE CAPITAL LLC | 4 | 4 | 1.36% | 2.74% | 4.72% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sand Hill Global Advisors, LLC | 3 | 1 | 0.28% | 0.46% | 0.69% | Q3 2015 | Q3 2023 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Global Advisors, LLC | 4 | 4 | 0.40% | 1.36% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.09% | 0.17% | 0.30% | Q4 2017 | Q2 2020 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
Shamrock Asset Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 4 |
BRIGGS ADVISORY GROUP, INC. | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.86% | 1.02% | 1.22% | Q4 2021 | Q3 2022 | 4 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 1 | 0.18% | 0.35% | 0.74% | Q4 2015 | Q1 2023 | 4 |
Airain ltd | 2 | 2 | 0.03% | 0.26% | 0.55% | Q4 2013 | Q4 2015 | 4 |
Conservest Capital Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q1 2017 | 4 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Grace Capital | 2 | 2 | 0.03% | 0.34% | 0.81% | Q1 2019 | Q4 2020 | 4 |
PayPay Securities Corp | 4 | 4 | 0.05% | 0.27% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Kerrisdale Advisers, LLC | 3 | 1 | 0.14% | 2.30% | 5.83% | Q4 2016 | Q1 2020 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Repertoire Partners LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.12% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 1.62% | 2.23% | 2.61% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.12% | 0.21% | 0.40% | Q1 2021 | Q4 2022 | 4 |
Summit X, LLC | 2 | 1 | 0.02% | 0.09% | 0.16% | Q2 2017 | Q2 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Wallington Asset Management, LLC | 4 | 4 | 0.92% | 1.24% | 1.42% | Q4 2022 | Q3 2023 | 4 |
RUDMAN ERROL M | 4 | 4 | 1.52% | 2.22% | 2.82% | Q1 2015 | Q4 2015 | 4 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q3 2022 | 4 |
Rokos Capital Management LLP | 3 | 1 | 0.26% | 0.52% | 0.69% | Q3 2021 | Q3 2022 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q3 2019 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
North Fourth Asset Management, LP | 4 | 4 | 0.21% | 0.94% | 1.62% | Q2 2022 | Q1 2023 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.03% | 0.20% | 0.28% | Q1 2021 | Q3 2023 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 4 |
CULLINAN ASSOCIATES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.01% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.17% | 0.35% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.24% | 0.35% | 0.47% | Q1 2020 | Q4 2020 | 4 |
PointState Capital LP | 4 | 4 | 0.54% | 2.99% | 5.70% | Q1 2021 | Q4 2021 | 4 |
YALE UNIVERSITY | 4 | 4 | 1.97% | 6.14% | 10.98% | Q2 2013 | Q1 2014 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CQS (US), LLC | 3 | 1 | 0.24% | 0.88% | 1.25% | Q4 2019 | Q4 2021 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q4 2019 | 4 |
Sarasin & Partners LLP | 4 | 4 | 0.17% | 1.29% | 2.87% | Q3 2022 | Q2 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q1 2022 | 4 |
DeepCurrents Investment Group LLC | 2 | 1 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q4 2019 | 4 |
300 NORTH CAPITAL, LLC | 4 | 4 | 1.82% | 2.47% | 3.74% | Q3 2014 | Q2 2015 | 4 |
Tairen Capital Ltd | 2 | 2 | 0.77% | 2.81% | 4.88% | Q4 2021 | Q2 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2010 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.15% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Force Hill Capital Management LP | 3 | 1 | 1.12% | 2.20% | 3.58% | Q4 2020 | Q1 2023 | 4 |
Pegasus Partners Ltd. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
NEA Management Company, LLC | 2 | 1 | 0.00% | 0.83% | 2.52% | Q4 2020 | Q1 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.60% | 1.29% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Adero Partners, LLC | 4 | 4 | 0.04% | 0.14% | 0.21% | Q3 2021 | Q2 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.06% | 0.27% | 0.66% | Q2 2023 | Q3 2023 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.04% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
LATHROP INVESTMENT MANAGEMENT CORP | 4 | 4 | 0.17% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
TITLEIST CAPITAL, LLC | 4 | 4 | 0.10% | 0.13% | 0.14% | Q1 2022 | Q4 2022 | 4 |
Avondale Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.16% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.07% | 0.10% | 0.14% | Q1 2023 | Q4 2023 | 4 |
Icon Wealth Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.16% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Espalier Global Management LLC | 3 | 1 | 0.26% | 0.50% | 0.92% | Q3 2014 | Q3 2016 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q4 2022 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.33% | 1.32% | Q3 2013 | Q4 2017 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.01% | 0.06% | 0.17% | Q3 2022 | Q3 2023 | 4 |
Lebenthal Holdings,LLC | 4 | 4 | 0.11% | 0.20% | 0.24% | Q3 2015 | Q2 2016 | 4 |
Pinion Investment Advisors, LLC | 4 | 4 | 0.08% | 0.16% | 0.20% | Q4 2021 | Q3 2022 | 4 |
Parametrica Management Ltd | 2 | 2 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q2 2022 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.64% | 2.51% | Q3 2014 | Q3 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.76% | 1.45% | 2.05% | Q2 2015 | Q1 2016 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.05% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Totem Point Management, LLC | 3 | 1 | 2.81% | 7.18% | 13.05% | Q2 2022 | Q3 2023 | 4 |
Verdence Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.13% | 0.25% | Q4 2015 | Q3 2018 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.73% | 1.12% | 1.48% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD GEARHART INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 2 | 1 | 0.09% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 4 |
Keebeck Wealth Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q2 2022 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.05% | 0.11% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Raine Capital LLC | 3 | 1 | 0.59% | 1.81% | 2.96% | Q4 2015 | Q3 2017 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Jabre Capital Partners S.A. | 2 | 2 | 0.12% | 0.37% | 0.73% | Q1 2017 | Q2 2018 | 4 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 4 |
MEYER HANDELMAN CO | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
COWBIRD CAPITAL LP | 4 | 4 | 3.35% | 9.94% | 14.22% | Q3 2022 | Q2 2023 | 4 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.08% | 2.26% | 4.50% | Q3 2017 | Q3 2021 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.30% | 1.03% | 1.77% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Smith Affiliated Capital Corp. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KCL Capital, L.P. | 2 | 2 | 0.40% | 2.09% | 4.11% | Q3 2021 | Q4 2022 | 4 |
EULAV Asset Management | 4 | 4 | 0.10% | 0.10% | 0.13% | Q1 2019 | Q4 2019 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HARBERT FUND ADVISORS, INC. | 4 | 4 | 0.23% | 0.92% | 1.36% | Q2 2022 | Q1 2023 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2018 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 1 | 0.08% | 0.19% | 0.33% | Q3 2013 | Q3 2015 | 4 |
MCDANIEL TERRY & CO | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.32% | 0.65% | Q4 2020 | Q3 2021 | 4 |
Burt Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 4 |
Connective Capital Management, LLC | 3 | 1 | 0.52% | 1.25% | 1.79% | Q4 2013 | Q4 2015 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.55% | 1.03% | 1.56% | Q4 2022 | Q3 2023 | 4 |
CATALYST PRIVATE WEALTH, LLC | 4 | 4 | 0.14% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
Aquila Investment Management LLC | 4 | 4 | 1.43% | 1.50% | 1.64% | Q4 2021 | Q3 2022 | 4 |
ALYDAR PARTNERS LLC | 3 | 1 | 0.18% | 0.85% | 1.55% | Q3 2013 | Q4 2014 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.24% | 0.37% | 0.45% | Q4 2022 | Q3 2023 | 4 |
F/M Investments LLC | 4 | 4 | 1.30% | 1.64% | 1.95% | Q4 2022 | Q3 2023 | 4 |
Copperwynd Financial, LLC | 3 | 1 | 0.08% | 0.82% | 1.20% | Q4 2021 | Q1 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.36% | 0.39% | 0.47% | Q2 2022 | Q3 2023 | 4 |
Golden Green, Inc. | 3 | 1 | 0.23% | 0.70% | 0.95% | Q2 2022 | Q3 2023 | 4 |
Advisory Resource Group | 3 | 1 | 0.11% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
New Capital Management LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
PRUDENT INVESTORS NETWORK, INC. | 4 | 4 | 0.12% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.05% | 0.58% | 1.17% | Q4 2020 | Q2 2022 | 4 |
LBP AM SA | 4 | 4 | 0.17% | 0.27% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.26% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.30% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.17% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 2.23% | 2.48% | 2.85% | Q4 2022 | Q3 2023 | 4 |
Forward Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Coatue Management | 3 | 3 | 0.44% | 0.50% | 0.57% | Q1 2022 | Q3 2022 | 3 |
MONTAG & CALDWELL, LLC | 3 | 3 | 1.06% | 1.53% | 2.28% | Q1 2023 | Q3 2023 | 3 |
Clarius Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.10% | 0.28% | 0.46% | Q4 2019 | Q1 2022 | 3 |
Congress Park Capital LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
KADENSA CAPITAL Ltd | 2 | 1 | 1.52% | 1.71% | 2.06% | Q2 2022 | Q1 2023 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 1.81% | 1.97% | 2.07% | Q3 2015 | Q1 2016 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Del-Sette Capital Management, LLC | 3 | 3 | 1.46% | 2.48% | 3.07% | Q1 2023 | Q3 2023 | 3 |
Jeneq Management LP | 2 | 1 | 4.07% | 6.62% | 11.11% | Q1 2019 | Q4 2019 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Oribel Capital Management, LP | 2 | 1 | 0.45% | 1.60% | 3.40% | Q3 2022 | Q2 2023 | 3 |
Edmond de Rothschild (Europe) | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FRIESS ASSOCIATES LLC | 2 | 1 | 1.31% | 1.57% | 1.78% | Q4 2015 | Q1 2019 | 3 |
Opal Wealth Advisors, LLC | 2 | 1 | 0.12% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2015 | 3 |
INTRUST BANK NA | 3 | 3 | 0.08% | 0.11% | 0.16% | Q1 2016 | Q3 2016 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.13% | 0.23% | 0.41% | Q2 2021 | Q4 2021 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.34% | 0.68% | 0.89% | Q1 2022 | Q3 2022 | 3 |
Golden State Equity Partners | 2 | 1 | 0.12% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 3 |
Claro Advisors LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 3 |
Ninety One UK Ltd | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 3 |
Peak Ten Capital LLC | 2 | 1 | 1.56% | 2.62% | 3.18% | Q2 2013 | Q4 2014 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q1 2014 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.16% | 0.42% | 0.66% | Q1 2019 | Q3 2023 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Redwood Investment Management, LLC | 2 | 1 | 0.02% | 0.13% | 0.19% | Q3 2020 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Parkwood LLC | 2 | 1 | 0.03% | 0.44% | 0.77% | Q2 2021 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
MU Investments Co., Ltd. | 3 | 3 | 0.19% | 0.19% | 0.20% | Q3 2015 | Q1 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
CABOT WEALTH MANAGEMENT INC | 2 | 1 | 0.33% | 0.50% | 0.69% | Q3 2013 | Q4 2016 | 3 |
Robbins Farley | 3 | 3 | 0.81% | 0.95% | 1.05% | Q1 2023 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.59% | 0.71% | 0.92% | Q4 2014 | Q2 2015 | 3 |
FAGAN ASSOCIATES, INC. | 3 | 3 | 0.28% | 0.37% | 0.49% | Q2 2018 | Q4 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Shaolin Capital Management LLC | 1 | 1 | 0.02% | 0.34% | 0.75% | Q2 2020 | Q2 2023 | 3 |
BANBURY PARTNERS LLC | 3 | 3 | 5.87% | 6.18% | 6.49% | Q2 2019 | Q4 2019 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SEI TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 3 |
L1 Capital Pty Ltd | 3 | 3 | 4.66% | 5.62% | 7.54% | Q4 2020 | Q2 2021 | 3 |
Amiya Capital LLP | 3 | 3 | 1.25% | 1.79% | 2.66% | Q4 2014 | Q2 2015 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.20% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Everhart Financial Group, Inc. | 2 | 1 | 0.12% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 3 |
Insight Holdings Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AVITY INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Page Arthur B | 3 | 3 | 0.23% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 3 |
GARRISON POINT ADVISORS, LLC | 3 | 3 | 0.29% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.10% | 0.64% | 1.72% | Q4 2015 | Q3 2023 | 3 |
CRA Financial Services, LLC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
NORTHPOINTE CAPITAL LLC | 3 | 3 | 0.23% | 0.26% | 0.28% | Q2 2015 | Q4 2015 | 3 |
MAIRS & POWER INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DSM CAPITAL PARTNERS LLC | 3 | 3 | 1.88% | 2.10% | 2.23% | Q2 2019 | Q4 2019 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PANTHERA INVESTMENT GmbH | 1 | 1 | 0.01% | 0.09% | 0.22% | Q1 2015 | Q1 2015 | 3 |
CEERA INVESTMENTS, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
ACCOUNT MANAGEMENT LLC | 3 | 3 | 3.93% | 4.13% | 4.28% | Q2 2017 | Q4 2017 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Qsemble Capital Management, LP | 2 | 1 | 0.22% | 0.42% | 0.75% | Q4 2022 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Interval Partners, LP | 2 | 1 | 0.02% | 0.16% | 0.43% | Q2 2022 | Q2 2023 | 3 |
Zions Bancorporation | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.53% | 0.56% | 0.57% | Q3 2021 | Q2 2022 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.10% | 0.25% | 0.36% | Q1 2017 | Q3 2017 | 3 |
Epoch Investment Partners, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.14% | 0.36% | 0.47% | Q1 2023 | Q3 2023 | 3 |
ZEKE LP /PA | 3 | 3 | 1.71% | 2.13% | 2.59% | Q4 2013 | Q2 2014 | 3 |
Private Harbour Investment Management & Counsel, LLC | 3 | 3 | 1.23% | 1.24% | 1.25% | Q2 2018 | Q4 2018 | 3 |
Garelick Capital Partners, LP | 2 | 1 | 2.90% | 3.42% | 3.69% | Q4 2015 | Q1 2018 | 3 |
CenterBook Partners LP | 3 | 3 | 0.11% | 0.19% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Vantage Consulting Group Inc | 2 | 1 | 0.00% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 3 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.72% | 2.14% | Q2 2015 | Q2 2021 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.05% | 0.16% | 0.30% | Q3 2022 | Q1 2023 | 3 |
Principle Wealth Partners LLC | 2 | 1 | 0.01% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
EQUITABLE TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
RBF Capital, LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 3 |
EverPoint Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2016 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.05% | 0.08% | 0.12% | Q1 2014 | Q2 2015 | 3 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
FORTE CAPITAL LLC /ADV | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Knott David M Jr | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CastleKnight Management LP | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
FRG Family Wealth Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
INVICTUS PRIVATE WEALTH, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SORA INVESTORS LLC | 2 | 1 | 0.88% | 2.98% | 5.57% | Q4 2021 | Q3 2022 | 3 |
CULBERTSON A N & CO INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.48% | 0.74% | Q1 2023 | Q3 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.13% | 0.25% | 0.38% | Q3 2022 | Q1 2023 | 3 |
Van Hulzen Asset Management, LLC | 2 | 1 | 0.17% | 0.40% | 0.58% | Q4 2015 | Q1 2023 | 3 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.10% | 0.24% | 0.40% | Q4 2021 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q1 2020 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 3 |
SOUTHPORT MANAGEMENT, L.L.C. | 2 | 1 | 0.46% | 0.88% | 1.18% | Q2 2013 | Q4 2016 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Greenvale Capital LLP | 3 | 3 | 5.20% | 5.74% | 6.55% | Q2 2021 | Q4 2021 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.34% | 0.37% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2022 | Q3 2022 | 3 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.11% | 0.46% | 0.76% | Q1 2019 | Q1 2021 | 3 |
Styrax Capital, LP | 3 | 3 | 7.35% | 12.34% | 16.94% | Q1 2022 | Q3 2022 | 3 |
Veritas Investment Management LLP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Artemis Investment Management LLP | 2 | 1 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q4 2021 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Intrinsic Edge Capital Management LLC | 2 | 1 | 0.10% | 0.22% | 0.33% | Q1 2020 | Q4 2020 | 3 |
Lamond Capital Partners LLC | 2 | 1 | 9.24% | 10.06% | 11.22% | Q2 2013 | Q1 2014 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 3 | 0.24% | 0.30% | 0.37% | Q2 2014 | Q4 2014 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 3 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 3 |
Wealth Management Partners, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Lipe & Dalton | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.44% | 0.70% | 1.01% | Q4 2022 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital CS Group, LLC | 2 | 1 | 0.58% | 0.89% | 1.39% | Q1 2022 | Q2 2023 | 3 |
AlphaOne Investment Services, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q2 2019 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q2 2017 | 3 |
Berkeley Capital Partners, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
COZAD ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.08% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Sterling Investment Advisors, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Czech National Bank | 3 | 3 | 0.20% | 0.21% | 0.23% | Q2 2023 | Q4 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 3 |
QUENTEC ASSET MANAGEMENT LLC | 3 | 3 | 2.17% | 2.96% | 4.06% | Q3 2015 | Q1 2016 | 3 |
Sargent Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 3 |
New Millennium Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AQR Arbitrage LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 3 |
SHAPIRO ROBERT N | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Teca Partners, LP | 3 | 3 | 2.17% | 3.43% | 4.14% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
EVERETT HARRIS & CO /CA/ | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2017 | 3 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.30% | 0.49% | 0.79% | Q3 2013 | Q1 2020 | 3 |
CTC Capital Management, LLC | 2 | 1 | 0.28% | 0.52% | 0.75% | Q2 2022 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Horizon Family Wealth, Inc. | 3 | 3 | 0.46% | 0.52% | 0.56% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 3 | 0.35% | 0.38% | 0.40% | Q2 2019 | Q4 2019 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2019 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.11% | 0.44% | 0.78% | Q2 2022 | Q4 2022 | 3 |
North Peak Capital Management, LLC | 3 | 3 | 11.32% | 12.56% | 14.68% | Q4 2018 | Q2 2019 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Rock Creek Group, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
BBT Capital Management, LLC | 2 | 1 | 0.29% | 0.55% | 0.88% | Q4 2017 | Q2 2019 | 3 |
SANDER CAPITAL ADVISORS INC | 1 | 1 | 0.22% | 2.22% | 4.96% | Q3 2018 | Q3 2023 | 3 |
JACOBS & CO/CA | 3 | 3 | 0.29% | 0.33% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Gs Investments, Inc. | 3 | 3 | 0.46% | 0.51% | 0.55% | Q1 2023 | Q3 2023 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Lee Capital Holdings LLC | 2 | 1 | 0.53% | 0.86% | 1.16% | Q1 2022 | Q4 2022 | 3 |
Texan Capital Management | 3 | 3 | 0.38% | 0.39% | 0.41% | Q3 2015 | Q1 2016 | 3 |
JCIC Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WT Wealth Management | 3 | 3 | 0.43% | 0.51% | 0.56% | Q1 2023 | Q3 2023 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.13% | 0.22% | Q1 2019 | Q1 2022 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.52% | 0.67% | 0.87% | Q2 2021 | Q4 2021 | 3 |
Banco BTG Pactual S.A. | 1 | 1 | 0.13% | 0.24% | 0.34% | Q2 2023 | Q2 2023 | 3 |
Soros Fund Management | 1 | 1 | 0.01% | 0.14% | 0.28% | Q1 2016 | Q2 2020 | 3 |
Woodline Partners LP | 1 | 1 | 0.45% | 0.67% | 0.92% | Q3 2021 | Q1 2023 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Flaharty Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 1.26% | 1.86% | 2.47% | Q4 2013 | Q1 2014 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.48% | 0.50% | 0.51% | Q2 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q2 2019 | Q2 2020 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2019 | Q3 2019 | 2 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BAMCO INC /NY/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2019 | Q2 2019 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2023 | 2 |
EASTERN BANK | 2 | 2 | 0.80% | 0.81% | 0.83% | Q2 2023 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Jafra Capital Management LP | 2 | 2 | 1.17% | 1.30% | 1.42% | Q4 2017 | Q1 2018 | 2 |
B&D White Capital Company, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 2 |
Oak Thistle LLC | 1 | 1 | 0.07% | 0.30% | 0.53% | Q4 2022 | Q3 2023 | 2 |
Sandbar Asset Management LLP | 1 | 1 | 0.83% | 1.58% | 2.34% | Q1 2023 | Q3 2023 | 2 |
Virginia National Bank | 1 | 1 | 0.08% | 0.12% | 0.16% | Q3 2018 | Q1 2019 | 2 |
ANDOR CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.62% | 2.62% | 3.63% | Q1 2015 | Q2 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Lucha Capital Management, LP | 1 | 1 | 4.39% | 4.72% | 5.06% | Q1 2017 | Q4 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.70% | 0.77% | 0.84% | Q4 2020 | Q3 2022 | 2 |
Advisor OS, LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q3 2021 | 2 |
City Financial Investment Co Ltd | 2 | 2 | 0.22% | 0.31% | 0.40% | Q2 2017 | Q3 2017 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.55% | 0.57% | 0.60% | Q3 2019 | Q4 2019 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
SONATA CAPITAL GROUP INC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2023 | Q3 2023 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Oliver Luxxe Assets LLC | 2 | 2 | 0.70% | 0.78% | 0.86% | Q3 2016 | Q4 2016 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2013 | Q2 2019 | 2 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Brown University | 2 | 2 | 1.63% | 1.66% | 1.69% | Q1 2022 | Q2 2022 | 2 |
Olympiad Research LP | 1 | 1 | 0.08% | 0.18% | 0.28% | Q2 2021 | Q1 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.20% | 0.34% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2017 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.08% | 0.14% | 0.20% | Q4 2016 | Q1 2017 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Bay Rivers Group | 2 | 2 | 0.48% | 0.48% | 0.49% | Q4 2019 | Q1 2020 | 2 |
Alight Capital Management LP | 1 | 1 | 3.30% | 3.48% | 3.65% | Q2 2019 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WATERS PARKERSON & CO., LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
NF Trinity Capital (Hong Kong) Ltd | 1 | 1 | 0.53% | 0.59% | 0.64% | Q1 2017 | Q4 2017 | 2 |
Think Investments LP | 2 | 2 | 4.62% | 5.96% | 7.30% | Q1 2018 | Q2 2018 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q3 2016 | 2 |
ShearLink Capital, LLC | 2 | 2 | 6.62% | 6.72% | 6.81% | Q2 2017 | Q3 2017 | 2 |
AJO, LP | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.05% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.58% | 1.14% | Q4 2022 | Q3 2023 | 2 |
Thrax Management, LLC | 2 | 2 | 1.49% | 1.52% | 1.55% | Q4 2015 | Q1 2016 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q2 2021 | 2 |
Elequin Capital, LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Veracity Capital LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Melvin Capital Management LP | 1 | 1 | 0.59% | 0.60% | 0.61% | Q2 2017 | Q3 2018 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.05% | 0.11% | 0.17% | Q1 2023 | Q3 2023 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.39% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
McNamara Financial Services, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Fosun International Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q2 2023 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Trust Asset Management LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
LINDEN ADVISORS LP | 1 | 1 | 0.01% | 0.11% | 0.21% | Q2 2014 | Q2 2019 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.01% | 0.08% | 0.16% | Q3 2014 | Q4 2014 | 2 |
Oak Harvest Investment Services | 2 | 2 | 0.11% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.40% | 0.40% | 0.41% | Q4 2018 | Q1 2019 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 2 |
Value Star Asset Management (Hong Kong) Ltd | 2 | 2 | 0.41% | 0.58% | 0.76% | Q2 2023 | Q3 2023 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.23% | 0.46% | Q4 2020 | Q2 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Evolutionary Tree Capital Management, LLC | 2 | 2 | 2.31% | 2.53% | 2.75% | Q2 2023 | Q3 2023 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.58% | 0.79% | 1.00% | Q1 2016 | Q2 2016 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Triatomic Management LP | 2 | 2 | 3.03% | 3.79% | 4.54% | Q4 2021 | Q1 2022 | 2 |
Retirement Systems of Alabama | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.27% | 0.37% | 0.46% | Q1 2016 | Q2 2016 | 2 |
SYNTAX ADVISORS, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Shellback Capital, LP | 1 | 1 | 0.60% | 0.76% | 0.92% | Q2 2020 | Q2 2021 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.34% | 0.80% | 1.26% | Q1 2015 | Q2 2015 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.31% | 0.41% | 0.51% | Q2 2022 | Q1 2023 | 2 |
Harvest Investment Services, LLC | 1 | 1 | 0.14% | 0.15% | 0.17% | Q2 2020 | Q1 2021 | 2 |
Senator Investment Group LP | 2 | 2 | 3.74% | 4.43% | 5.11% | Q2 2019 | Q3 2019 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 2.58% | 2.72% | 2.85% | Q4 2021 | Q1 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Goldstream Capital Management Ltd | 2 | 2 | 2.85% | 3.06% | 3.28% | Q2 2023 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 0.46% | 0.55% | 0.64% | Q2 2022 | Q3 2022 | 2 |
AM Squared Ltd | 2 | 2 | 0.28% | 0.36% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Trellus Management Company, LLC | 1 | 1 | 0.44% | 0.54% | 0.63% | Q3 2017 | Q4 2022 | 2 |
Zenyatta Capital Management LP | 1 | 1 | 0.52% | 0.99% | 1.46% | Q4 2021 | Q3 2022 | 2 |
Kentucky Retirement Systems Insurance Trust Fund | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.61% | 0.66% | 0.71% | Q1 2022 | Q3 2022 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.06% | 0.19% | 0.33% | Q1 2023 | Q2 2023 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q4 2023 | 2 |
DLD Asset Management, LP | 2 | 2 | 0.09% | 0.19% | 0.28% | Q1 2021 | Q2 2021 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 2 |
JMAC ENTERPRISES LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2023 | Q3 2023 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.24% | 0.29% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.75% | 0.98% | 1.22% | Q3 2013 | Q1 2014 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
EMS Capital LP | 2 | 2 | 6.74% | 6.99% | 7.24% | Q3 2021 | Q4 2021 | 2 |
Saban Capital Group LLC | 2 | 2 | 1.94% | 2.17% | 2.39% | Q2 2019 | Q3 2019 | 2 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.90% | 1.27% | 1.65% | Q4 2022 | Q1 2023 | 2 |
King Wealth Management Group | 2 | 2 | 0.27% | 0.29% | 0.30% | Q2 2015 | Q3 2015 | 2 |
Impala Asset Management LLC | 2 | 2 | 0.03% | 0.21% | 0.40% | Q1 2015 | Q2 2015 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 0.25% | 0.30% | 0.34% | Q4 2015 | Q1 2019 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q3 2020 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Montz Harcus Wealth Management LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ATHERTON LANE ADVISERS, LLC | 2 | 2 | 0.84% | 0.88% | 0.92% | Q3 2015 | Q4 2015 | 2 |
Range Financial Group LLC | 2 | 2 | 0.82% | 0.87% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Quadrature Capital LLP | 2 | 2 | 1.02% | 1.27% | 1.52% | Q4 2014 | Q1 2015 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Senvest Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q1 2020 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.32% | 0.37% | 0.41% | Q4 2022 | Q1 2023 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2015 | 2 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q1 2023 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.12% | 0.32% | 0.52% | Q4 2015 | Q1 2016 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Verum Partners LLC | 2 | 2 | 0.11% | 0.23% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Hartford Funds Management Co LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Semus Wealth Partners LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
GuoLine Advisory Pte Ltd | 2 | 2 | 5.58% | 5.82% | 6.07% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.21% | 0.35% | 0.50% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 2.02% | 2.08% | 2.14% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.29% | 0.41% | 0.53% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.07% | 0.12% | 0.18% | Q1 2023 | Q2 2023 | 2 |
AXIOM INVESTORS LLC /DE | 2 | 2 | 0.47% | 0.59% | 0.70% | Q2 2023 | Q3 2023 | 2 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.29% | 0.41% | Q4 2016 | Q4 2018 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.29% | 0.33% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Greenwich Wealth Management LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q4 2020 | 2 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Myriad Asset Management Ltd. | 1 | 1 | 1.64% | 1.69% | 1.75% | Q1 2019 | Q1 2020 | 2 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.10% | 0.71% | 1.33% | Q1 2021 | Q1 2023 | 2 |
South Dakota Investment Council | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Kentucky Retirement Systems | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q1 2017 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q3 2019 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2023 | Q3 2023 | 2 |
Portolan Capital Management | 2 | 2 | 0.98% | 1.05% | 1.13% | Q3 2019 | Q4 2019 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greylock XI GP Limited Partnership | 2 | 2 | 21.80% | 24.12% | 26.43% | Q2 2013 | Q3 2013 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
PIPER SANDLER & CO. | 1 | 1 | 0.18% | 0.29% | 0.41% | Q4 2013 | Q4 2014 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.27% | 0.52% | Q3 2013 | Q1 2017 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 2 | 2 | 0.38% | 0.41% | 0.44% | Q4 2015 | Q1 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.04% | 0.10% | 0.16% | Q1 2017 | Q2 2017 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
EVEREST CAPITAL LLC | 1 | 1 | 0.31% | 1.05% | 1.80% | Q1 2014 | Q4 2014 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q1 2016 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARGENT TRUST Co | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Hilltop Park Associates LLC | 1 | 1 | 7.19% | 7.40% | 7.60% | Q4 2014 | Q1 2016 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Artal Group S.A. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q4 2022 | 2 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
MONTAGE INVESTMENTS, LLC | 2 | 2 | 0.43% | 0.50% | 0.58% | Q1 2016 | Q2 2016 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
First Pacific Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q1 2014 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.07% | 0.18% | 0.30% | Q4 2018 | Q1 2019 | 2 |
SENTRY INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Paulson & Co. | 2 | 2 | 0.14% | 0.19% | 0.23% | Q1 2017 | Q2 2017 | 2 |
GLG INC. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
SECURIAN ASSET MANAGEMENT, INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Keel Point, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q2 2019 | 2 |
GRATRY & Co LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2015 | Q4 2015 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Strategic Vision Investment Ltd | 2 | 2 | 0.33% | 4.12% | 7.91% | Q3 2022 | Q4 2022 | 2 |
Keystone Financial Group | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
X-Square Capital, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q4 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Noked Capital LTD | 2 | 2 | 2.47% | 3.15% | 3.83% | Q2 2022 | Q3 2022 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.09% | 0.13% | 0.16% | Q2 2019 | Q3 2020 | 2 |
Athanor Capital, LP | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q1 2021 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2022 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2022 | 2 |
Ocean Capital Management, LLC | 2 | 2 | 0.20% | 0.28% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.09% | 0.68% | 1.27% | Q2 2018 | Q3 2018 | 2 |
BFSG, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Rubric Capital Management LP | 1 | 1 | 2.70% | 2.70% | 2.70% | Q2 2017 | Q2 2017 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plancorp, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TKG Advisors, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2022 | Q1 2022 | 1 |
SUMITOMO LIFE INSURANCE CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Bensler, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 5.31% | 5.31% | 5.31% | Q3 2021 | Q3 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2014 | Q3 2014 | 1 |
Astrantus Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
LifePro Asset Management | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2022 | Q1 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wilkinson Global Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
Marble Arch Investments | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2017 | Q1 2017 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2023 | Q2 2023 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2022 | Q1 2022 | 1 |
GSG Advisors LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CASCADE INVESTMENT GROUP, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Werlinich Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 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 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
M.D. Sass, Inc. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 6.40% | 6.40% | 6.40% | Q3 2018 | Q3 2018 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Symmetry Investments LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ROBERT WOOD JOHNSON FOUNDATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Corsair Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2017 | Q3 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
PineView Asset Management LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2016 | Q4 2016 | 1 |
Family Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q1 2017 | Q1 2017 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stevard, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2021 | Q4 2021 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2013 | Q2 2013 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Newfound Research LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BRIGHTFIELD CAPITAL MANAGEMENT LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2013 | Q2 2013 | 1 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mizuho Markets Cayman LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Nokota Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2014 | Q1 2014 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Toronado Partners, LLC | 1 | 1 | 3.90% | 3.90% | 3.90% | Q4 2018 | Q4 2018 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
DCF Advisers, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Holistic Financial Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Archon Capital Management LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2017 | Q1 2017 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2015 | Q4 2015 | 1 |
GFG Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
STEELHEAD PARTNERS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Kepos Capital LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2018 | Q3 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Contour Asset Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2019 | Q3 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2018 | Q4 2018 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2022 | Q1 2022 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Signition LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WT Asset Management Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
Ninety One SA (PTY) Ltd | 1 | 1 | 7.94% | 7.94% | 7.94% | Q3 2021 | Q3 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2020 | Q4 2020 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2020 | Q3 2020 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2014 | Q1 2014 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2019 | Q4 2019 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Providence First Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Founders Fund V Management, LLC | 1 | 1 | 5.07% | 5.07% | 5.07% | Q4 2020 | Q4 2020 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2017 | Q4 2017 | 1 |
TIGER GLOBAL MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Harvey Partners, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2013 | Q2 2013 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
Tradeworx Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2014 | Q1 2014 | 1 |
Bellevue Group AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
WENDELL DAVID ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Axel Capital Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2015 | Q2 2015 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
FORESTERS ASSET MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Alpha Family Trust | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Chinook Capital Management | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2013 | Q4 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2022 | Q4 2022 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
FARMERS TRUST CO | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2017 | Q1 2017 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HERBST GROUP, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2014 | Q4 2014 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2013 | Q2 2013 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 7.04% | 7.04% | 7.04% | Q3 2020 | Q3 2020 | 1 |
Tekne Capital Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2015 | Q1 2015 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2023 | Q3 2023 | 1 |
Edinburgh Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2022 | Q4 2022 | 1 |
G&S Capital LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2022 | Q1 2022 | 1 |
Trivest Advisors Ltd | 1 | 1 | 3.56% | 3.56% | 3.56% | Q2 2023 | Q2 2023 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2019 | Q4 2019 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
MWA Asset Management | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2022 | Q1 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2023 | Q2 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2022 | Q2 2022 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2019 | Q1 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 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 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Union Investments & Development Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Central Square Management LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2015 | Q4 2015 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2018 | Q1 2018 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Raging Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2013 | Q4 2013 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
BEACON INVESTMENT ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2014 | Q3 2014 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2018 | Q4 2018 | 1 |
Junto Capital Management LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Harbor Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q1 2016 | Q1 2016 | 1 |
DEEPWATER ASSET MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own PALO ALTO NETWORKS INC or have owned PALO ALTO NETWORKS INC in the past.