Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 119 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.10% | Q1 2012 | Q3 2023 | 105 |
Walleye Trading LLC | 23 | 18 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 101 |
Parallax Volatility Advisers, L.P. | 21 | 20 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 101 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 100 |
Citadel Advisors | 32 | 7 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 97 |
D. E. Shaw & Co., Inc. | 31 | 7 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 86 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 81 |
JANE STREET GROUP, LLC | 32 | 2 | 0.00% | 0.01% | 0.28% | Q1 2014 | Q3 2023 | 75 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 75 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 68 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.07% | 0.33% | 0.67% | Q4 2006 | Q3 2023 | 64 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 2 | 0.00% | 0.04% | 0.33% | Q3 2013 | Q3 2023 | 63 |
UBS Group AG | 36 | 36 | 0.00% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 61 |
MILLENNIUM MANAGEMENT LLC | 33 | 8 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 61 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.05% | 0.22% | Q4 2012 | Q2 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.13% | 0.41% | 1.10% | Q1 2009 | Q3 2023 | 59 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 58 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 56 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.09% | Q1 2012 | Q3 2023 | 55 |
SCOPUS ASSET MANAGEMENT, L.P. | 15 | 1 | 0.08% | 0.52% | 1.55% | Q3 2013 | Q3 2023 | 52 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.03% | 0.30% | Q3 2013 | Q3 2023 | 51 |
NOMURA HOLDINGS INC | 22 | 6 | 0.00% | 0.02% | 0.10% | Q4 2012 | Q1 2022 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.04% | 0.06% | 0.11% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.10% | 0.30% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.08% | 0.26% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.05% | 0.10% | 0.18% | Q4 2010 | Q3 2022 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.12% | 0.23% | Q3 2013 | Q3 2023 | 47 |
PEAK6 Investments LLC | 16 | 4 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 47 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 46 |
First Horizon Advisors, Inc. | 32 | 14 | 0.00% | 0.21% | 0.53% | Q1 2012 | Q3 2023 | 46 |
Cutler Group LLC / CA | 17 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2021 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.33% | 0.54% | 1.03% | Q4 2012 | Q3 2023 | 44 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.02% | 0.15% | Q1 2017 | Q3 2023 | 44 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.05% | Q4 2012 | Q2 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.74% | 1.13% | 1.84% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.08% | 0.43% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.07% | 0.10% | Q1 2013 | Q3 2023 | 43 |
AMALGAMATED BANK | 40 | 1 | 0.04% | 0.08% | 0.15% | Q1 2011 | Q3 2023 | 43 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.12% | 0.51% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.08% | 0.29% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.08% | 0.12% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.02% | 0.15% | 0.29% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.05% | 0.13% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.09% | 0.22% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.10% | 0.21% | 0.63% | Q1 2013 | Q3 2023 | 43 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.06% | 0.31% | Q4 2015 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 43 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.41% | 0.62% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 0.13% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BOWEN HANES & CO INC | 42 | 42 | 0.06% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.16% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.05% | 0.13% | 0.47% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 1.07% | 1.72% | 2.94% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.06% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.32% | 2.09% | 2.75% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.29% | 0.69% | 2.28% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.05% | 0.81% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.12% | 0.69% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.20% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.46% | 0.94% | 1.65% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.00% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.16% | 0.59% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.04% | 0.43% | 1.38% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.24% | 0.60% | 1.20% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.02% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 42 | 42 | 1.29% | 1.65% | 2.11% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.24% | 0.54% | 1.08% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.25% | 0.44% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.19% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BANK OF STOCKTON | 42 | 42 | 0.47% | 0.72% | 1.09% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.24% | 0.65% | 1.54% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.45% | 0.73% | 1.25% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.06% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.16% | 0.45% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Greenwich Wealth Management LLC | 42 | 42 | 0.28% | 0.81% | 2.60% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.04% | 0.12% | 0.25% | Q2 2012 | Q4 2022 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.18% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.15% | 0.25% | 0.53% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.06% | 0.99% | 2.31% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.09% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.17% | 0.31% | 0.85% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD MANAGEMENT CORP /IL/ | 42 | 42 | 0.03% | 0.20% | 1.17% | Q2 2013 | Q3 2023 | 42 |
Benin Management CORP | 42 | 42 | 0.08% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Covington Investment Advisors Inc. | 42 | 42 | 0.11% | 0.21% | 0.37% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.14% | 0.74% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.18% | 0.27% | 0.48% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.06% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.08% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.00% | 0.03% | Q4 2012 | Q1 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.01% | 0.08% | 1.18% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.15% | 0.69% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.56% | 0.73% | 1.04% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.16% | 0.54% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.08% | 0.34% | 0.65% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 1 | 0.06% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 34 | 7 | 0.00% | 0.37% | 1.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.14% | 0.51% | Q2 2013 | Q3 2023 | 41 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2018 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 41 | 41 | 0.00% | 0.07% | 0.59% | Q3 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 32 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.05% | 0.13% | 0.46% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.04% | 0.20% | 0.74% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 41 | 41 | 0.04% | 0.08% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.07% | 0.10% | 0.15% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Saturna Capital CORP | 41 | 41 | 0.01% | 0.92% | 1.68% | Q2 2013 | Q2 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.05% | 0.07% | 0.12% | Q1 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.02% | 0.15% | 0.32% | Q3 2013 | Q3 2023 | 41 |
JONES FINANCIAL COMPANIES LLLP | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Johnson Financial Group, Inc. | 39 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.09% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.02% | 0.44% | 2.70% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 35 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 40 |
DUPONT CAPITAL MANAGEMENT CORP | 36 | 4 | 0.00% | 0.15% | 0.45% | Q2 2013 | Q2 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.07% | 0.10% | 0.15% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 32 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 29 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
BNP Paribas Asset Management Holding S.A. | 40 | 40 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 30 | 10 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 40 |
DnB Asset Management AS | 32 | 3 | 0.03% | 0.21% | 1.25% | Q2 2013 | Q4 2023 | 40 |
MIDDLETON & CO INC/MA | 40 | 40 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Spot Trading L.L.C | 13 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.07% | 0.15% | 0.40% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.06% | 0.09% | 0.11% | Q1 2014 | Q3 2023 | 39 |
Fiera Capital Corp | 39 | 39 | 0.00% | 0.04% | 0.28% | Q4 2013 | Q2 2023 | 39 |
LPL Financial LLC | 26 | 13 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 39 |
BOKF, NA | 25 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.10% | 0.17% | 0.30% | Q1 2014 | Q3 2023 | 39 |
Endurance Wealth Management, Inc. | 39 | 39 | 0.03% | 0.05% | 0.09% | Q4 2013 | Q2 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q2 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 21 | 18 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
HighTower Advisors, LLC | 38 | 38 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.05% | 0.48% | Q1 2014 | Q3 2023 | 39 |
HBK Sorce Advisory LLC | 36 | 3 | 0.02% | 0.12% | 0.24% | Q4 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.30% | 0.38% | 0.50% | Q2 2013 | Q3 2023 | 39 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 38 |
PUTNAM INVESTMENTS LLC | 22 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
ARROW FINANCIAL CORP | 30 | 8 | 0.00% | 0.01% | 0.26% | Q2 2013 | Q2 2023 | 38 |
Atlantic Union Bankshares Corp | 38 | 38 | 0.45% | 0.90% | 1.56% | Q2 2014 | Q3 2023 | 38 |
Cubist Systematic Strategies, LLC | 36 | 1 | 0.00% | 0.09% | 0.39% | Q2 2014 | Q3 2023 | 38 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 10 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2023 | 38 |
FULLER & THALER ASSET MANAGEMENT, INC. | 32 | 2 | 0.01% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 38 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 27 | 1 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2022 | 38 |
HARRIS ASSOCIATES L P | 31 | 7 | 0.05% | 0.82% | 1.73% | Q2 2013 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 36 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.09% | 0.39% | Q2 2013 | Q3 2022 | 38 |
Oakworth Capital, Inc. | 34 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 37 |
WEBSTER BANK, N. A. | 28 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.03% | 0.05% | 0.09% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.08% | 0.12% | 0.18% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.02% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 37 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 37 | 37 | 0.01% | 0.12% | 0.37% | Q3 2014 | Q3 2023 | 37 |
DEARBORN PARTNERS LLC | 28 | 9 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 37 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2022 | 37 |
PineBridge Investments, L.P. | 21 | 3 | 0.00% | 0.17% | 0.89% | Q2 2013 | Q3 2023 | 37 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 30 | 7 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 37 |
MACKENZIE FINANCIAL CORP | 19 | 2 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 37 |
STEPHENS INC /AR/ | 30 | 6 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 36 |
Capital Planning Advisors, LLC | 36 | 36 | 0.18% | 0.43% | 1.45% | Q4 2014 | Q3 2023 | 36 |
BARINGS LLC | 32 | 4 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q2 2022 | 36 |
Employees Retirement System of Texas | 25 | 11 | 0.01% | 0.13% | 0.66% | Q2 2013 | Q2 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.03% | 0.20% | 0.95% | Q4 2014 | Q3 2023 | 36 |
Boston Partners | 24 | 12 | 0.10% | 0.41% | 0.89% | Q2 2013 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.08% | 0.24% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 35 | 1 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
BBR PARTNERS, LLC | 22 | 14 | 0.02% | 0.09% | 0.15% | Q3 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.18% | 0.63% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Capital World Investors | 35 | 35 | 0.01% | 0.30% | 0.58% | Q2 2013 | Q4 2021 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 35 |
Palisade Asset Management, LLC | 31 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
LAZARD ASSET MANAGEMENT LLC | 22 | 1 | 0.07% | 0.24% | 0.55% | Q2 2013 | Q3 2023 | 35 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.24% | 0.68% | Q1 2014 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.06% | 0.40% | Q4 2013 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.27% | 0.42% | 0.58% | Q1 2015 | Q3 2023 | 35 |
JAG CAPITAL MANAGEMENT, LLC | 32 | 1 | 0.05% | 0.32% | 0.46% | Q3 2013 | Q4 2022 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 15 | 1 | 0.00% | 0.27% | 0.97% | Q3 2013 | Q3 2023 | 34 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.01% | 0.07% | 0.22% | Q1 2014 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 29 | 5 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q2 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2021 | 34 |
ROYCE & ASSOCIATES LP | 34 | 34 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 34 |
SouthState Corp | 22 | 1 | 0.05% | 0.21% | 0.84% | Q2 2013 | Q3 2023 | 33 |
Private Advisor Group, LLC | 32 | 32 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Fragasso Group Inc. | 29 | 4 | 0.32% | 0.68% | 1.03% | Q4 2013 | Q4 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Perkins Coie Trust Co | 26 | 7 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 33 |
Ascent Wealth Partners, LLC | 23 | 1 | 0.10% | 0.13% | 0.20% | Q4 2013 | Q3 2023 | 33 |
Cornerstone Investment Partners, LLC | 33 | 33 | 0.03% | 1.98% | 4.39% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 33 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.11% | 0.36% | Q1 2009 | Q3 2020 | 33 |
FORT PITT CAPITAL GROUP, LLC | 32 | 32 | 1.55% | 2.25% | 3.32% | Q4 2015 | Q3 2023 | 32 |
Diversified Trust Co | 20 | 1 | 0.01% | 0.13% | 0.47% | Q2 2013 | Q4 2023 | 32 |
CHICAGO TRUST Co NA | 32 | 32 | 0.05% | 0.29% | 1.28% | Q4 2015 | Q3 2023 | 32 |
BRYN MAWR TRUST Co | 14 | 6 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
PICTET ASSET MANAGEMENT LTD | 28 | 4 | 0.02% | 0.10% | 0.39% | Q2 2013 | Q2 2021 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.47% | 0.68% | 0.94% | Q4 2015 | Q3 2023 | 32 |
CYPRESS ASSET MANAGEMENT INC/TX | 13 | 3 | 0.04% | 0.13% | 0.37% | Q2 2013 | Q2 2023 | 32 |
ADVISOR PARTNERS LLC | 26 | 3 | 0.05% | 0.10% | 0.15% | Q4 2013 | Q2 2022 | 32 |
NATIXIS ADVISORS, L.P. | 20 | 5 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 32 |
Penserra Capital Management LLC | 32 | 32 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 32 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 27 | 5 | 0.00% | 0.73% | 1.50% | Q2 2014 | Q4 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2020 | 31 |
Mathes Company, Inc. | 11 | 2 | 0.86% | 1.56% | 2.44% | Q2 2013 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 31 | 31 | 0.00% | 0.11% | 0.70% | Q4 2015 | Q2 2023 | 31 |
FIRST MERCANTILE TRUST CO | 23 | 8 | 0.00% | 0.13% | 0.25% | Q2 2013 | Q3 2021 | 31 |
ASSETMARK, INC | 21 | 10 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Buckingham Capital Management, Inc. | 27 | 4 | 0.05% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 31 |
1ST SOURCE BANK | 22 | 1 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q4 2020 | 31 |
Capital Advisors, Ltd. LLC | 22 | 9 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
HOMESTEAD ADVISERS CORP | 31 | 31 | 1.96% | 2.99% | 4.22% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
CI INVESTMENTS INC. | 14 | 4 | 0.00% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 31 |
ENTERPRISE FINANCIAL SERVICES CORP | 28 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 31 |
JOHNSON INVESTMENT COUNSEL INC | 30 | 30 | 0.01% | 0.15% | 0.93% | Q2 2016 | Q3 2023 | 30 |
KCM INVESTMENT ADVISORS LLC | 29 | 1 | 0.02% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 30 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 30 | 30 | 0.05% | 0.57% | 0.69% | Q4 2013 | Q1 2021 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.06% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 30 |
AMF Tjanstepension AB | 28 | 2 | 0.01% | 0.47% | 1.99% | Q4 2014 | Q3 2023 | 30 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.15% | 0.79% | Q3 2013 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
ROPES WEALTH ADVISORS LLC | 24 | 2 | 0.02% | 0.03% | 0.07% | Q1 2015 | Q2 2023 | 30 |
PRUDENTIAL PLC | 23 | 7 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 30 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 30 |
EVERENCE CAPITAL MANAGEMENT INC | 30 | 30 | 0.06% | 0.18% | 0.39% | Q2 2013 | Q3 2020 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.08% | 0.15% | 0.23% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2020 | 30 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 12 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 1 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 30 |
PZENA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.26% | 1.40% | 2.69% | Q2 2013 | Q3 2020 | 30 |
PGGM Investments | 19 | 5 | 0.02% | 0.15% | 0.32% | Q1 2013 | Q3 2023 | 30 |
Beutel, Goodman & Co Ltd. | 30 | 30 | 0.27% | 0.92% | 1.49% | Q2 2016 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 10 | 5 | 0.01% | 0.06% | 0.25% | Q3 2013 | Q3 2023 | 29 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.07% | 0.26% | Q3 2014 | Q3 2022 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.33% | 2.07% | Q2 2015 | Q3 2023 | 29 |
THOMPSON SIEGEL & WALMSLEY LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
QS Investors, LLC | 29 | 29 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q2 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.04% | 0.25% | Q4 2013 | Q4 2020 | 29 |
PEDDOCK CAPITAL ADVISORS, LLC | 29 | 29 | 0.05% | 0.26% | 0.35% | Q4 2013 | Q4 2020 | 29 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29 | 29 | 0.19% | 0.28% | 0.44% | Q3 2016 | Q3 2023 | 29 |
MEEDER ASSET MANAGEMENT INC | 26 | 3 | 0.00% | 0.16% | 0.82% | Q4 2013 | Q3 2022 | 29 |
FIL Ltd | 19 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
CenterStar Asset Management, LLC | 5 | 2 | 0.00% | 0.06% | 0.22% | Q4 2017 | Q4 2021 | 29 |
MOODY LYNN & LIEBERSON, LLC | 29 | 29 | 0.05% | 0.08% | 0.38% | Q3 2016 | Q3 2023 | 29 |
Sheaff Brock Investment Advisors, LLC | 29 | 29 | 0.02% | 0.28% | 0.69% | Q3 2016 | Q3 2023 | 29 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
AMICA MUTUAL INSURANCE CO | 25 | 3 | 0.07% | 0.22% | 1.37% | Q2 2013 | Q3 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q1 2020 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.07% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 28 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 1 | 0.03% | 0.16% | 0.31% | Q2 2013 | Q4 2022 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
TRUST CO OF VERMONT | 22 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.03% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.16% | 0.30% | 0.48% | Q2 2013 | Q1 2020 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.05% | 0.48% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
PROFFITT & GOODSON INC | 14 | 14 | 0.00% | 0.35% | 0.87% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Verition Fund Management LLC | 14 | 1 | 0.00% | 0.07% | 0.28% | Q1 2014 | Q3 2023 | 28 |
TWIN CAPITAL MANAGEMENT INC | 19 | 9 | 0.04% | 0.19% | 0.41% | Q2 2013 | Q1 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2021 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 24 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 27 |
NATIXIS | 10 | 1 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 27 |
Vulcan Value Partners, LLC | 27 | 27 | 0.00% | 3.19% | 7.32% | Q2 2013 | Q4 2019 | 27 |
FMA ADVISORY INC | 19 | 1 | 0.24% | 0.39% | 0.69% | Q2 2013 | Q3 2021 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q2 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
ING GROEP NV | 8 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 27 |
SIT INVESTMENT ASSOCIATES INC | 25 | 2 | 0.00% | 0.29% | 0.78% | Q1 2015 | Q3 2023 | 27 |
Interval Partners, LP | 9 | 1 | 0.11% | 0.62% | 3.24% | Q4 2013 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q3 2020 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
SEGALL BRYANT & HAMILL, LLC | 27 | 27 | 0.07% | 0.18% | 0.53% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Weiss Multi-Strategy Advisers LLC | 12 | 1 | 0.01% | 0.19% | 0.49% | Q3 2013 | Q3 2023 | 27 |
Armbruster Capital Management, Inc. | 13 | 1 | 0.07% | 0.09% | 0.11% | Q4 2015 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q4 2019 | 27 |
Capital Analysts, LLC | 27 | 27 | 0.01% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Checchi Capital Advisers, LLC | 14 | 1 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 27 |
FDx Advisors, Inc. | 20 | 2 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 13 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q1 2020 | 27 |
Cerity Partners LLC | 27 | 27 | 0.01% | 0.12% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Rehmann Capital Advisory Group | 13 | 1 | 0.02% | 0.07% | 0.16% | Q2 2011 | Q3 2019 | 27 |
Cetera Advisor Networks LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 27 |
OneDigital Investment Advisors LLC | 14 | 11 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 18 | 8 | 0.01% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 26 |
Sand Hill Global Advisors, LLC | 26 | 26 | 0.32% | 0.43% | 0.51% | Q2 2017 | Q3 2023 | 26 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.20% | 0.54% | Q2 2013 | Q4 2022 | 26 |
Independent Advisor Alliance | 26 | 26 | 0.00% | 0.31% | 0.64% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q3 2023 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
State of New Jersey Common Pension Fund D | 26 | 26 | 0.04% | 0.10% | 0.24% | Q2 2017 | Q3 2023 | 26 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 26 |
QCI ASSET MANAGEMENT INC/NY | 19 | 7 | 0.00% | 0.31% | 1.64% | Q2 2013 | Q1 2020 | 26 |
Boston Common Asset Management, LLC | 26 | 26 | 0.02% | 0.15% | 0.30% | Q2 2013 | Q3 2019 | 26 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 26 |
LSV ASSET MANAGEMENT | 9 | 3 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 26 |
COLONY GROUP LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 26 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 12 | 1 | 0.00% | 0.12% | 0.34% | Q1 2013 | Q2 2023 | 26 |
Fiduciary Trust Co International of Pennsylvania | 26 | 26 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q1 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q3 2019 | 26 |
Amica Retiree Medical Trust | 23 | 3 | 0.08% | 0.29% | 1.72% | Q4 2013 | Q3 2023 | 26 |
ONTARIO TEACHERS PENSION PLAN BOARD | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2023 | 26 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.09% | 0.62% | Q3 2016 | Q3 2022 | 26 |
CIBC Private Wealth Group, LLC | 13 | 13 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 26 |
Bray Capital Advisors | 23 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 25 |
Atria Investments, Inc | 14 | 11 | 0.01% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.12% | 0.46% | Q1 2016 | Q1 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Tredje AP-fonden | 16 | 9 | 0.01% | 0.08% | 0.22% | Q2 2016 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 7 | 0.00% | 0.08% | 0.79% | Q4 2016 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.03% | 0.12% | 0.31% | Q1 2013 | Q1 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.13% | 0.25% | 0.52% | Q3 2017 | Q3 2023 | 25 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.25% | 0.96% | Q1 2012 | Q3 2023 | 25 |
Aristotle Atlantic Partners, LLC | 24 | 24 | 0.41% | 1.08% | 2.81% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Wealth Management, LLC | 21 | 3 | 0.02% | 0.18% | 0.38% | Q3 2017 | Q3 2023 | 24 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q2 2021 | 24 |
Baird Financial Group, Inc. | 22 | 2 | 0.00% | 0.11% | 0.71% | Q3 2015 | Q3 2023 | 24 |
OLD NATIONAL BANCORP /IN/ | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2023 | 24 |
Strategic Global Advisors, LLC | 19 | 5 | 0.22% | 0.45% | 0.98% | Q4 2014 | Q2 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Van Cleef Asset Management,Inc | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.08% | 0.14% | 0.32% | Q4 2013 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
WESTWOOD HOLDINGS GROUP INC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.06% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.09% | 0.24% | 0.39% | Q1 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2020 | 24 |
Proficio Capital Partners LLC | 11 | 2 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 24 |
Engineers Gate Manager LP | 15 | 1 | 0.01% | 0.12% | 0.47% | Q4 2014 | Q3 2023 | 24 |
Capital Wealth Planning, LLC | 14 | 2 | 0.00% | 0.36% | 0.96% | Q2 2014 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.22% | 0.47% | 0.77% | Q4 2017 | Q3 2023 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.03% | 0.11% | 0.26% | Q2 2013 | Q1 2019 | 24 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.37% | 1.41% | Q3 2014 | Q3 2023 | 24 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 2 | 0.08% | 0.19% | 0.35% | Q2 2013 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 21 | 3 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q4 2018 | 23 |
OAKBROOK INVESTMENTS LLC | 16 | 1 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q4 2019 | 23 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.13% | 0.79% | Q2 2013 | Q3 2023 | 23 |
Shamrock Asset Management LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 23 |
Alyeska Investment Group, L.P. | 9 | 1 | 0.01% | 0.46% | 1.17% | Q2 2016 | Q2 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
LOOMIS SAYLES & CO L P | 16 | 3 | 0.00% | 0.10% | 0.31% | Q3 2015 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 23 |
Monte Financial Group, LLC | 23 | 23 | 0.28% | 0.47% | 0.67% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 23 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 1 | 0.00% | 0.17% | 0.69% | Q4 2015 | Q1 2023 | 23 |
Grace Capital | 14 | 9 | 0.12% | 1.23% | 2.22% | Q2 2013 | Q1 2019 | 23 |
Minneapolis Portfolio Management Group, LLC | 23 | 23 | 2.02% | 3.59% | 4.67% | Q1 2018 | Q3 2023 | 23 |
WealthTrust Fairport, LLC | 15 | 8 | 0.00% | 0.21% | 0.38% | Q2 2013 | Q1 2019 | 23 |
Mirae Asset Global Investments Co., Ltd. | 23 | 23 | 0.02% | 0.16% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Vigilant Capital Management, LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 23 |
CORNERCAP INVESTMENT COUNSEL INC | 11 | 2 | 0.03% | 0.41% | 0.95% | Q1 2015 | Q3 2023 | 23 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 23 |
Stanley-Laman Group, Ltd. | 22 | 22 | 0.25% | 0.47% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
PITCAIRN CO | 18 | 4 | 0.02% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2021 | 22 |
Sandy Spring Bank | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 15 | 1 | 0.00% | 0.23% | 0.67% | Q1 2016 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Gifford Fong Associates | 22 | 22 | 0.12% | 0.16% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Fulcrum Capital LLC | 22 | 22 | 0.10% | 1.10% | 1.64% | Q1 2018 | Q2 2023 | 22 |
GREAT LAKES ADVISORS, LLC | 9 | 1 | 0.00% | 0.54% | 2.01% | Q2 2013 | Q3 2023 | 22 |
Aviance Capital Partners, LLC | 20 | 1 | 0.05% | 0.17% | 0.38% | Q2 2013 | Q4 2020 | 22 |
Man Group plc | 17 | 5 | 0.00% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 22 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Pegasus Asset Management, Inc. | 21 | 21 | 1.40% | 2.00% | 2.75% | Q3 2018 | Q3 2023 | 21 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 14 | 2 | 0.69% | 0.91% | 1.15% | Q1 2017 | Q1 2023 | 21 |
Robeco Schweiz AG | 12 | 9 | 0.02% | 0.93% | 1.76% | Q2 2013 | Q3 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Terra Nova Asset Management LLC | 12 | 9 | 0.29% | 0.41% | 0.78% | Q4 2016 | Q3 2023 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 7 | 0.00% | 0.10% | 0.37% | Q4 2013 | Q1 2021 | 21 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 21 |
Longview Partners (Guernsey) LTD | 21 | 21 | 3.26% | 4.70% | 5.72% | Q2 2015 | Q2 2020 | 21 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Aristotle Capital Management, LLC | 21 | 21 | 1.76% | 2.41% | 3.12% | Q3 2018 | Q3 2023 | 21 |
Apriem Advisors | 14 | 1 | 0.00% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 21 |
Verity & Verity, LLC | 21 | 21 | 0.59% | 0.98% | 1.31% | Q1 2014 | Q1 2019 | 21 |
BBVA USA Bancshares, Inc. | 21 | 21 | 0.09% | 0.31% | 0.39% | Q1 2016 | Q1 2021 | 21 |
Beaumont Financial Partners, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2022 | 21 |
Moors & Cabot, Inc. | 14 | 1 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 21 |
JENNISON ASSOCIATES LLC | 13 | 1 | 0.00% | 0.37% | 1.11% | Q2 2015 | Q3 2023 | 21 |
ALLSTATE CORP | 17 | 4 | 0.02% | 0.06% | 0.22% | Q1 2014 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q2 2018 | 21 |
Avior Wealth Management, LLC | 19 | 2 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 21 |
THOMAS WHITE INTERNATIONAL LTD | 21 | 21 | 0.10% | 0.16% | 0.24% | Q2 2018 | Q2 2023 | 21 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.09% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
BP PLC | 11 | 9 | 0.04% | 0.08% | 0.12% | Q1 2016 | Q2 2021 | 20 |
Markel Corporation | 20 | 20 | 0.02% | 0.28% | 0.45% | Q2 2015 | Q1 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2022 | 20 |
CASTLEARK MANAGEMENT LLC | 20 | 20 | 0.00% | 0.92% | 2.88% | Q2 2013 | Q1 2018 | 20 |
GREENLEAF TRUST | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 20 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 3 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 20 |
Lafayette Investments | 20 | 20 | 0.16% | 0.58% | 1.17% | Q4 2018 | Q3 2023 | 20 |
IMS Capital Management | 16 | 4 | 0.19% | 0.29% | 0.46% | Q4 2014 | Q4 2019 | 20 |
Dana Investment Advisors, Inc. | 14 | 6 | 0.01% | 0.78% | 1.18% | Q1 2017 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q4 2017 | 20 |
Evercore Wealth Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 20 |
Olstein Capital Management, L.P. | 12 | 8 | 0.28% | 0.63% | 0.91% | Q3 2013 | Q4 2019 | 20 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.07% | 0.19% | Q3 2013 | Q3 2023 | 20 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.09% | 0.50% | Q4 2016 | Q3 2023 | 20 |
Janney Capital Management LLC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Riverview Trust Co | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.09% | 0.33% | Q2 2014 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 20 |
RENAISSANCE GROUP LLC | 13 | 1 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 20 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 20 |
BANYAN CAPITAL MANAGEMENT, INC. | 20 | 20 | 1.20% | 5.86% | 8.31% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.43% | 0.59% | 0.91% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Stokes Capital Advisors, LLC | 10 | 10 | 0.12% | 0.54% | 1.69% | Q4 2017 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 19 | 1 | 0.00% | 0.14% | 0.93% | Q2 2013 | Q3 2018 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q1 2018 | 20 |
PINNACLE ASSOCIATES LTD | 13 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.14% | 0.45% | 0.97% | Q4 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.89% | 1.20% | 1.54% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.20% | 0.27% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Independence Bank of Kentucky | 19 | 19 | 0.01% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 19 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 6 | 0.02% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Bridgewater Associates | 6 | 1 | 0.01% | 0.04% | 0.18% | Q1 2014 | Q3 2022 | 19 |
Ascension Asset Management LLC | 10 | 1 | 1.31% | 1.66% | 2.08% | Q4 2017 | Q2 2023 | 19 |
TIAA, FSB | 12 | 7 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2023 | 19 |
Farmers & Merchants Trust Co of Long Beach | 14 | 5 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
COOKE & BIELER LP | 19 | 19 | 0.01% | 1.73% | 2.62% | Q2 2013 | Q4 2017 | 19 |
Zurich Insurance Group Ltd/FI | 7 | 1 | 0.02% | 0.08% | 0.44% | Q4 2015 | Q2 2022 | 19 |
Sustainable Insight Capital Management, LLC | 10 | 1 | 0.29% | 2.07% | 4.68% | Q2 2017 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.17% | 0.59% | Q1 2014 | Q1 2022 | 19 |
NuWave Investment Management, LLC | 9 | 2 | 0.00% | 0.11% | 0.49% | Q2 2013 | Q4 2021 | 19 |
MARTINGALE ASSET MANAGEMENT L P | 5 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 19 |
Lingohr Asset Management GmbH | 15 | 4 | 0.16% | 0.81% | 2.73% | Q2 2013 | Q3 2018 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
GHP Investment Advisors, Inc. | 19 | 19 | 0.06% | 0.20% | 0.40% | Q1 2019 | Q3 2023 | 19 |
FIRST QUADRANT LLC/CA | 19 | 19 | 0.02% | 0.11% | 0.48% | Q2 2013 | Q4 2017 | 19 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 19 |
Balentine LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
M&R CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 18 |
WMS Partners, LLC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q4 2017 | 18 |
EASTERN BANK | 15 | 3 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
CHICAGO EQUITY PARTNERS LLC | 8 | 4 | 0.01% | 0.14% | 0.72% | Q4 2013 | Q1 2020 | 18 |
SeaCrest Wealth Management, LLC | 12 | 6 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 18 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 2 | 0.01% | 0.15% | 1.29% | Q2 2013 | Q1 2020 | 18 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.18% | 0.40% | Q1 2014 | Q3 2023 | 18 |
Caprock Group, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 18 |
ALPS ADVISORS INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
BDO Wealth Advisors, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.96% | 1.45% | 1.94% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.03% | 0.15% | 0.23% | Q2 2013 | Q3 2017 | 18 |
SCOUT INVESTMENTS, INC. | 6 | 1 | 0.19% | 0.44% | 0.69% | Q2 2013 | Q3 2023 | 18 |
Meiji Yasuda Life Insurance Co | 5 | 2 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 18 |
NORRIS PERNE & FRENCH LLP/MI | 9 | 4 | 0.02% | 1.26% | 2.79% | Q2 2013 | Q3 2023 | 18 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.41% | 0.95% | Q1 2013 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 4 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Skylands Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Pflug Koory, LLC | 18 | 18 | 0.14% | 0.42% | 0.97% | Q2 2019 | Q3 2023 | 18 |
ROMAN BUTLER FULLERTON & CO | 18 | 18 | 0.51% | 0.61% | 0.71% | Q2 2019 | Q3 2023 | 18 |
THOMASPARTNERS, INC. | 17 | 17 | 1.32% | 1.61% | 1.94% | Q1 2014 | Q1 2018 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2021 | 17 |
SMITH ASSET MANAGEMENT GROUP LP | 12 | 5 | 0.03% | 1.00% | 2.70% | Q2 2016 | Q2 2021 | 17 |
CNA FINANCIAL CORP | 17 | 17 | 0.10% | 0.36% | 0.48% | Q2 2013 | Q2 2017 | 17 |
NTV ASSET MANAGEMENT LLC | 14 | 1 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2023 | 17 |
Citizens Business Bank | 17 | 17 | 0.09% | 0.18% | 0.27% | Q2 2013 | Q2 2017 | 17 |
IHT Wealth Management, LLC | 8 | 4 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 17 |
Symmetry Partners, LLC | 14 | 3 | 0.05% | 0.09% | 0.12% | Q2 2019 | Q4 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Cribstone Capital Management, LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q2 2020 | 17 |
OAK ASSOCIATES LTD /OH/ | 16 | 1 | 0.07% | 0.30% | 0.48% | Q2 2013 | Q3 2017 | 17 |
WealthTrust-Arizona, LLC | 17 | 17 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
GAM Holding AG | 14 | 1 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q2 2019 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.06% | 0.13% | Q3 2013 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.06% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Harfst & Associates, Inc. | 11 | 1 | 0.07% | 0.21% | 0.51% | Q2 2015 | Q3 2023 | 17 |
Sargent Bickham Lagudis LLC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.66% | 0.97% | 1.65% | Q4 2017 | Q1 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.06% | 0.17% | 0.31% | Q2 2013 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.07% | 0.23% | Q4 2016 | Q3 2023 | 17 |
CAMBRIDGE TRUST CO | 9 | 8 | 0.00% | 0.49% | 1.25% | Q3 2013 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.05% | 0.15% | Q1 2018 | Q1 2022 | 17 |
CX Institutional | 11 | 6 | 0.00% | 0.06% | 0.26% | Q1 2019 | Q3 2023 | 17 |
TELEMUS CAPITAL, LLC | 17 | 17 | 0.02% | 0.11% | 0.18% | Q3 2019 | Q3 2023 | 17 |
USS Investment Management Ltd | 16 | 1 | 0.02% | 0.11% | 0.43% | Q1 2017 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 14 | 3 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 17 |
RIVER GLOBAL INVESTORS LLP | 15 | 2 | 0.03% | 0.54% | 0.89% | Q1 2015 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q2 2017 | 17 |
SRB CORP | 9 | 1 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q4 2020 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2017 | 17 |
DEPRINCE RACE & ZOLLO INC | 9 | 1 | 0.26% | 0.82% | 1.19% | Q2 2013 | Q3 2023 | 17 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.02% | 0.13% | 0.30% | Q1 2013 | Q2 2019 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.02% | 0.12% | Q4 2018 | Q4 2022 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 14 | 3 | 0.14% | 0.16% | 0.21% | Q2 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
J Arnold Wealth Management Co | 16 | 16 | 0.40% | 0.53% | 1.14% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 16 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 16 |
AUXIER ASSET MANAGEMENT | 14 | 2 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 16 |
MASTRAPASQUA ASSET MANAGEMENT INC | 11 | 5 | 0.57% | 0.99% | 1.83% | Q2 2013 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.13% | 0.66% | Q1 2018 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 10 | 2 | 0.00% | 0.07% | 0.19% | Q1 2015 | Q4 2020 | 16 |
Banco Santander, S.A. | 16 | 16 | 0.00% | 0.05% | 0.14% | Q1 2018 | Q4 2021 | 16 |
Investors Research Corp | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
MU Investments Co., Ltd. | 8 | 3 | 0.00% | 3.34% | 5.47% | Q2 2013 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Asset Dedication, LLC | 11 | 5 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
CNB Bank | 9 | 7 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 16 |
FORT, L.P. | 9 | 2 | 0.00% | 0.23% | 0.64% | Q3 2018 | Q2 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.22% | 0.83% | Q1 2015 | Q3 2023 | 16 |
Charles Schwab Trust Co | 14 | 2 | 0.06% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 16 |
Vident Investment Advisory, LLC | 14 | 2 | 0.00% | 0.10% | 0.34% | Q2 2015 | Q2 2023 | 16 |
SVA Wealth Management, LLC | 11 | 5 | 0.03% | 0.10% | 0.35% | Q3 2016 | Q4 2020 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.71% | 0.80% | 0.88% | Q2 2013 | Q1 2017 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 13 | 1 | 0.09% | 0.36% | 1.01% | Q4 2018 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.13% | 0.39% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.32% | 0.42% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 3 | 0.10% | 0.15% | 0.24% | Q1 2019 | Q3 2023 | 16 |
Redwood Investments, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.07% | 0.25% | 0.59% | Q1 2014 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.14% | 0.43% | Q4 2013 | Q2 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2017 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.09% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.07% | 0.12% | 0.14% | Q4 2018 | Q3 2022 | 16 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.01% | 0.03% | 0.12% | Q2 2016 | Q3 2020 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2017 | 16 |
Empire Life Investments Inc. | 9 | 2 | 0.40% | 0.69% | 1.47% | Q4 2016 | Q1 2022 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.06% | 0.15% | 0.50% | Q4 2019 | Q3 2023 | 16 |
DUBUQUE BANK & TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
WEALTHFRONT Corp | 9 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
WINTON GROUP Ltd | 8 | 2 | 0.01% | 0.19% | 0.55% | Q2 2014 | Q3 2018 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.09% | 0.16% | 0.23% | Q4 2018 | Q3 2022 | 16 |
Rafferty Asset Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 16 |
MONETARY MANAGEMENT GROUP INC | 15 | 15 | 0.01% | 0.27% | 0.53% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 7 | 0.02% | 0.22% | 0.39% | Q1 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.07% | 0.08% | Q3 2011 | Q3 2015 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.70% | 1.09% | 1.42% | Q4 2019 | Q3 2023 | 15 |
Hummer Financial Advisory Services Inc | 14 | 1 | 0.30% | 0.39% | 0.54% | Q4 2019 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.06% | 0.30% | Q2 2016 | Q3 2023 | 15 |
Walleye Capital LLC | 4 | 1 | 0.01% | 0.08% | 0.19% | Q2 2020 | Q3 2023 | 15 |
ROCKLAND TRUST CO | 14 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q1 2023 | 15 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Apella Capital, LLC | 12 | 3 | 0.15% | 0.43% | 0.84% | Q1 2020 | Q4 2023 | 15 |
Harvest Fund Management Co., Ltd | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
ETRADE Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2020 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Avantax Planning Partners, Inc. | 13 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ClearBridge Investments | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
CYPRESS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.52% | 0.63% | 0.76% | Q1 2019 | Q3 2022 | 15 |
Compagnie Lombard Odier SCmA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 15 |
Virtu KCG Holdings LLC | 9 | 4 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q2 2017 | 15 |
ATLAS CAPITAL ADVISORS LLC | 15 | 15 | 0.05% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 10 | 5 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2022 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q4 2016 | 15 |
INTACT INVESTMENT MANAGEMENT INC. | 13 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Champlain Investment Partners, LLC | 15 | 15 | 0.56% | 0.80% | 0.97% | Q1 2013 | Q3 2016 | 15 |
Varma Mutual Pension Insurance Co | 11 | 1 | 0.03% | 0.17% | 0.30% | Q1 2018 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 2 | 0.00% | 0.02% | 0.20% | Q4 2019 | Q4 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 15 |
ISTHMUS PARTNERS, LLC | 15 | 15 | 0.00% | 1.24% | 2.27% | Q4 2014 | Q2 2018 | 15 |
Horizon Investments, LLC | 12 | 1 | 0.01% | 0.11% | 1.37% | Q2 2019 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.10% | 0.15% | Q1 2017 | Q3 2020 | 15 |
AFFINITY INVESTMENT ADVISORS, LLC | 13 | 2 | 0.09% | 0.21% | 0.84% | Q1 2015 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
ExodusPoint Capital Management, LP | 10 | 1 | 0.01% | 0.13% | 0.47% | Q4 2018 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 15 |
SHELTON CAPITAL MANAGEMENT | 9 | 1 | 0.01% | 0.12% | 0.41% | Q4 2017 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2021 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 12 | 3 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 13 | 1 | 0.00% | 0.08% | 0.24% | Q1 2017 | Q3 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Hirtle Callaghan & Co LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2018 | 15 |
Ferris Capital, LLC | 8 | 3 | 0.02% | 0.17% | 0.34% | Q2 2017 | Q1 2022 | 15 |
WADDELL & REED FINANCIAL INC | 7 | 3 | 0.03% | 0.13% | 0.33% | Q2 2013 | Q4 2019 | 15 |
Copeland Capital Management, LLC | 15 | 15 | 0.01% | 0.23% | 0.95% | Q2 2013 | Q4 2016 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q2 2023 | 15 |
SKBA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.61% | 1.07% | 1.66% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Independent Portfolio Consultants, Inc. | 9 | 5 | 0.03% | 0.18% | 0.48% | Q2 2013 | Q2 2017 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.08% | 0.26% | Q3 2016 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.04% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 14 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 14 | 14 | 0.19% | 0.68% | 1.58% | Q2 2013 | Q3 2016 | 14 |
Bay Harbor Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
1776 Wealth LLC | 14 | 14 | 0.17% | 0.21% | 0.26% | Q4 2019 | Q1 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Maj Invest Holding A/S | 14 | 14 | 4.55% | 6.74% | 8.92% | Q2 2019 | Q3 2022 | 14 |
S.A. Mason LLC | 14 | 14 | 0.10% | 0.17% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Strategic Investment Advisors / MI | 14 | 14 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2022 | 14 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 14 | 0.30% | 0.43% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Quadrature Capital Ltd | 3 | 1 | 0.04% | 0.17% | 0.43% | Q1 2016 | Q1 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Baker Avenue Asset Management, LP | 14 | 14 | 1.07% | 1.24% | 1.44% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Intellectus Partners, LLC | 7 | 7 | 0.00% | 0.10% | 0.26% | Q4 2016 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Successful Portfolios LLC | 12 | 2 | 0.19% | 0.21% | 0.24% | Q3 2019 | Q1 2023 | 14 |
OSSIAM | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 14 |
Knowledge Leaders Capital, LLC | 14 | 14 | 0.55% | 1.06% | 1.86% | Q2 2020 | Q3 2023 | 14 |
WAFRA INC. | 14 | 14 | 1.28% | 1.75% | 2.56% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2016 | 14 |
Valeo Financial Advisors, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Sandbar Asset Management LLP | 9 | 5 | 1.29% | 2.66% | 5.59% | Q2 2019 | Q3 2023 | 14 |
CWS Financial Advisors, LLC | 8 | 2 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 14 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 14 | 14 | 0.23% | 0.39% | 0.83% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.62% | 2.19% | Q4 2017 | Q3 2023 | 14 |
Virtus Fund Advisers, LLC | 11 | 3 | 0.00% | 0.08% | 0.58% | Q2 2014 | Q4 2017 | 14 |
Calamos Advisors LLC | 8 | 1 | 0.00% | 0.06% | 0.15% | Q2 2014 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 14 |
Zhang Financial LLC | 6 | 1 | 0.05% | 0.12% | 0.19% | Q4 2014 | Q1 2021 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 14 |
Hayek Kallen Investment Management | 14 | 14 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 13 | 13 | 0.01% | 0.11% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Sciencast Management LP | 2 | 1 | 0.07% | 0.47% | 0.99% | Q4 2015 | Q1 2023 | 13 |
ClariVest Asset Management LLC | 6 | 1 | 0.00% | 0.16% | 0.43% | Q4 2016 | Q3 2023 | 13 |
COURIER CAPITAL LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
ALPHA WINDWARD LLC | 10 | 1 | 0.01% | 0.11% | 0.36% | Q2 2013 | Q3 2020 | 13 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.66% | 2.40% | Q3 2020 | Q3 2023 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 3 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2022 | 13 |
BNC WEALTH MANAGEMENT, LLC | 13 | 13 | 0.40% | 1.23% | 1.96% | Q3 2020 | Q3 2023 | 13 |
Stewart Asset Management, LLC | 13 | 13 | 1.87% | 2.71% | 3.82% | Q4 2019 | Q4 2022 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 1 | 0.01% | 0.07% | 0.10% | Q1 2015 | Q3 2023 | 13 |
Acropolis Investment Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CFM WEALTH PARTNERS LLC | 6 | 3 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Ledyard National Bank | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 13 |
Atlas Private Wealth Management, LLC | 13 | 13 | 0.07% | 0.23% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Ziegler Capital Management, LLC | 8 | 2 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Pavion Blue Capital, LLC | 13 | 13 | 0.16% | 0.20% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Edgestream Partners, L.P. | 4 | 1 | 0.01% | 0.18% | 0.48% | Q3 2016 | Q3 2023 | 13 |
Williams Jones Wealth Management, LLC. | 13 | 13 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
L & S Advisors Inc | 8 | 2 | 0.02% | 0.50% | 1.22% | Q1 2017 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.21% | 0.45% | Q2 2013 | Q2 2016 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Natixis Investment Managers International | 8 | 2 | 0.01% | 0.14% | 0.32% | Q3 2013 | Q3 2018 | 13 |
HANCOCK WHITNEY CORP | 10 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q2 2019 | 13 |
Strategic Advisors LLC | 13 | 13 | 0.38% | 0.50% | 0.76% | Q3 2020 | Q3 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.06% | 0.12% | 0.20% | Q3 2018 | Q3 2021 | 13 |
Itau Unibanco Holding S.A. | 7 | 1 | 0.00% | 0.04% | 0.16% | Q3 2016 | Q3 2023 | 13 |
Ceredex Value Advisors LLC | 11 | 2 | 0.51% | 1.51% | 2.42% | Q3 2019 | Q3 2023 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 13 | 0.28% | 0.94% | 1.73% | Q3 2020 | Q3 2023 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2022 | 13 |
Solstein Capital, LLC | 11 | 2 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
UNIO CAPITAL LLC | 13 | 13 | 0.22% | 4.50% | 6.57% | Q3 2020 | Q3 2023 | 13 |
Wagner Wealth Management, LLC | 4 | 2 | 0.10% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 13 |
VIKING GLOBAL INVESTORS LP | 10 | 3 | 0.10% | 1.66% | 3.63% | Q1 2017 | Q3 2022 | 13 |
Argent Trust Co | 11 | 2 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Morse Asset Management, Inc | 11 | 2 | 0.10% | 0.34% | 0.70% | Q1 2017 | Q2 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2016 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
TCW GROUP INC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 13 |
Wealthspire Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Euclid Advisors LLC | 9 | 3 | 0.08% | 0.19% | 0.33% | Q2 2013 | Q2 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Qtron Investments LLC | 5 | 3 | 0.09% | 0.21% | 0.41% | Q1 2019 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 12 |
C M BIDWELL & ASSOCIATES LTD | 7 | 1 | 0.06% | 0.56% | 1.86% | Q2 2016 | Q3 2023 | 12 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.06% | 0.13% | Q3 2017 | Q1 2023 | 12 |
Cipher Capital LP | 3 | 1 | 0.04% | 0.32% | 0.70% | Q2 2013 | Q3 2022 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 12 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 2.69% | 3.08% | 3.39% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.43% | 0.88% | 1.14% | Q4 2014 | Q3 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kore Private Wealth LLC | 7 | 2 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q2 2022 | 12 |
Waverly Advisors, LLC | 9 | 3 | 0.00% | 0.05% | 0.10% | Q3 2013 | Q3 2017 | 12 |
TOWNSQUARE CAPITAL LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q3 2019 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Decatur Capital Management, Inc. | 12 | 12 | 1.38% | 1.75% | 2.20% | Q1 2017 | Q4 2019 | 12 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.08% | 0.16% | Q2 2016 | Q1 2023 | 12 |
Bowling Portfolio Management LLC | 9 | 1 | 0.04% | 0.34% | 1.25% | Q2 2013 | Q3 2022 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2022 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Onex Canada Asset Management Inc. | 12 | 12 | 0.39% | 0.49% | 0.60% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Texas Yale Capital Corp. | 6 | 2 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 12 |
Savant Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.29% | 0.37% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Teza Capital Management LLC | 3 | 1 | 0.05% | 0.33% | 0.84% | Q2 2018 | Q3 2023 | 12 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.18% | 0.43% | Q4 2020 | Q3 2023 | 12 |
FIRST INTERSTATE BANK | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2018 | 12 |
AGF Investments LLC | 5 | 2 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q2 2022 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.03% | 0.09% | 0.11% | Q2 2013 | Q1 2016 | 12 |
AHL Partners LLP | 12 | 12 | 0.02% | 0.07% | 0.19% | Q1 2015 | Q4 2017 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 12 | 0.22% | 0.71% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Northwest Bancshares, Inc. | 5 | 3 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 12 |
RNC CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Hudson Bay Capital Management LP | 6 | 1 | 0.01% | 0.08% | 0.24% | Q1 2017 | Q3 2023 | 12 |
Alberta Investment Management Corp | 4 | 1 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 12 |
Hikari Power Ltd | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TODD ASSET MANAGEMENT LLC | 12 | 12 | 0.42% | 0.74% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Castellan Group | 12 | 12 | 0.78% | 1.29% | 1.74% | Q4 2020 | Q3 2023 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.01% | 0.15% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Southeast Asset Advisors Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.17% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 12 |
Northside Capital Management, LLC | 12 | 12 | 0.06% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.11% | 0.25% | 0.54% | Q1 2016 | Q3 2023 | 12 |
Trust Co | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 12 |
DENVER INVESTMENT ADVISORS LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q1 2017 | 12 |
Sigma Planning Corp | 9 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.40% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2018 | 12 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.18% | 0.44% | 0.80% | Q2 2013 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.07% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Fisher Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.18% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.03% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.14% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
British Airways Pensions Investment Management Ltd | 7 | 2 | 0.42% | 0.60% | 0.80% | Q1 2015 | Q1 2021 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.06% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
NWAM LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Financial Advocates Investment Management | 7 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.06% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 11 | 11 | 1.83% | 2.34% | 2.92% | Q2 2013 | Q4 2015 | 11 |
Geneva Partners, LLC | 4 | 1 | 0.30% | 1.60% | 3.47% | Q2 2016 | Q3 2023 | 11 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2022 | 11 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Vantis Investment Advisers L.P. | 7 | 2 | 0.18% | 7.59% | 21.93% | Q4 2016 | Q1 2021 | 11 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2020 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.12% | 0.18% | 0.30% | Q2 2013 | Q4 2015 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.29% | 0.36% | 0.45% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.24% | 0.32% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HENNESSY ADVISORS INC | 4 | 3 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q4 2019 | 11 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.09% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 8 | 3 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 5 | 0.06% | 0.08% | 0.16% | Q4 2018 | Q3 2021 | 11 |
CATAWBA CAPITAL MANAGEMENT /VA | 4 | 3 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q2 2018 | 11 |
Regal Investment Advisors LLC | 6 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 11 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.03% | 0.27% | Q3 2014 | Q3 2023 | 11 |
CAPITAL GUARDIAN TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.03% | 0.41% | 0.68% | Q4 2016 | Q2 2021 | 11 |
NewEdge Wealth, LLC | 6 | 5 | 0.02% | 0.26% | 0.74% | Q4 2020 | Q3 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 4 | 0.01% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.14% | 0.71% | 1.44% | Q1 2014 | Q4 2019 | 11 |
ARGENT TRUST Co | 11 | 11 | 0.17% | 1.19% | 3.03% | Q4 2014 | Q2 2017 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.05% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 3 | 0.10% | 0.58% | 1.31% | Q1 2019 | Q3 2023 | 11 |
PDT Partners, LLC | 4 | 1 | 0.03% | 0.25% | 0.65% | Q2 2013 | Q3 2023 | 11 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.10% | 0.22% | Q2 2015 | Q3 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
BRINKER CAPITAL INC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q2 2019 | 11 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 8 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 11 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 5 | 2 | 0.00% | 0.09% | 0.37% | Q3 2018 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 11 |
HighPoint Advisor Group LLC | 6 | 1 | 0.04% | 0.08% | 0.12% | Q3 2018 | Q2 2022 | 11 |
Xact Kapitalforvaltning AB | 11 | 11 | 0.05% | 0.10% | 0.13% | Q3 2016 | Q1 2019 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.02% | 0.23% | 0.48% | Q4 2017 | Q3 2020 | 11 |
V Wealth Advisors LLC | 11 | 11 | 0.25% | 0.30% | 0.37% | Q4 2020 | Q2 2023 | 11 |
FCF Advisors LLC | 6 | 2 | 0.52% | 0.91% | 1.13% | Q1 2015 | Q3 2021 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.09% | 0.12% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Amundi | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Cypress Wealth Services, LLC | 5 | 2 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q2 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FinTrust Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Front Street Capital Management, Inc. | 10 | 10 | 0.01% | 0.46% | 0.82% | Q2 2021 | Q3 2023 | 10 |
BOSTON FINANCIAL MANGEMENT LLC | 6 | 2 | 0.01% | 0.25% | 0.43% | Q2 2018 | Q3 2023 | 10 |
Peregrine Asset Advisers, Inc. | 5 | 1 | 0.13% | 0.67% | 2.35% | Q4 2014 | Q4 2022 | 10 |
ADIRONDACK TRUST CO | 10 | 10 | 0.00% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 10 |
Advocacy Wealth Management Services, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2019 | 10 |
Mariner, LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Avion Wealth | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 6 | 4 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
EULAV Asset Management | 10 | 10 | 0.08% | 0.50% | 0.65% | Q2 2013 | Q3 2015 | 10 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.01% | 0.03% | 0.09% | Q2 2010 | Q3 2023 | 10 |
Leisure Capital Management | 6 | 4 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 10 |
Procyon Advisors, LLC | 7 | 3 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 10 |
Glenview Trust Co | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FORT PITT CAPITAL GROUP INC | 10 | 10 | 1.77% | 2.08% | 2.37% | Q2 2013 | Q3 2015 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 0.30% | 0.74% | 1.17% | Q1 2015 | Q2 2017 | 10 |
Aurora Investment Counsel | 10 | 10 | 0.71% | 0.80% | 1.00% | Q2 2021 | Q3 2023 | 10 |
Ashfield Capital Partners, LLC | 10 | 10 | 0.14% | 0.34% | 0.50% | Q1 2017 | Q2 2019 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.03% | 0.50% | 2.35% | Q4 2013 | Q3 2023 | 10 |
MCDONALD PARTNERS LLC | 6 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 10 |
BANK OF HAWAII | 5 | 2 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 10 |
PEOPLES BANK /OH | 5 | 1 | 0.10% | 0.15% | 0.19% | Q4 2015 | Q4 2021 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.03% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Kessler Investment Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2018 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Financial Advisors, LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q2 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2019 | 10 |
Oxbow Advisors, LLC | 10 | 10 | 0.11% | 0.27% | 0.44% | Q3 2017 | Q4 2019 | 10 |
SALEM INVESTMENT COUNSELORS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Claar Advisors LLC | 10 | 10 | 1.38% | 1.86% | 2.57% | Q2 2021 | Q3 2023 | 10 |
Brookfield Asset Management | 7 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 10 |
AGF INVESTMENTS INC. | 10 | 10 | 0.01% | 0.42% | 0.64% | Q2 2020 | Q3 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Parkwood LLC | 6 | 1 | 0.02% | 0.20% | 0.81% | Q4 2013 | Q3 2022 | 10 |
GAM SYSTEMATIC LLP | 6 | 4 | 0.01% | 0.14% | 0.33% | Q4 2014 | Q3 2017 | 10 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.08% | Q2 2016 | Q4 2020 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
EAGLE ASSET MANAGEMENT INC | 6 | 4 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2021 | 10 |
COMMUNITY TRUST & INVESTMENT CO | 10 | 10 | 0.46% | 1.29% | 1.82% | Q2 2021 | Q3 2023 | 10 |
BAR HARBOR TRUST SERVICES | 10 | 10 | 0.00% | 1.95% | 2.96% | Q1 2020 | Q2 2022 | 10 |
Cumberland Partners Ltd | 7 | 3 | 0.03% | 0.21% | 0.61% | Q3 2018 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Next Capital Management LLC | 10 | 10 | 0.16% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Whitnell & Co. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q4 2016 | 10 |
STALEY CAPITAL ADVISERS INC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 10 |
Schooner Investment Group, LLC. | 10 | 10 | 0.10% | 0.35% | 0.85% | Q1 2014 | Q2 2016 | 10 |
LAKE STREET PRIVATE WEALTH, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.04% | 0.20% | 0.56% | Q2 2019 | Q3 2022 | 10 |
Haverford Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
SEIZERT CAPITAL PARTNERS, LLC | 10 | 10 | 0.40% | 0.63% | 0.75% | Q2 2015 | Q3 2017 | 10 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.11% | 0.49% | Q4 2014 | Q1 2019 | 10 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.06% | 0.34% | 0.88% | Q2 2017 | Q3 2023 | 10 |
RobecoSam USA, Inc. | 8 | 1 | 0.31% | 2.12% | 3.57% | Q2 2013 | Q3 2016 | 10 |
NOVARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.06% | 0.12% | 0.24% | Q3 2017 | Q4 2019 | 10 |
Canton Hathaway, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 9 |
WILLIAMS JONES & ASSOCIATES LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
180 WEALTH ADVISORS, LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Column Capital Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Manning & Napier Group, LLC | 5 | 4 | 0.07% | 0.11% | 0.14% | Q1 2020 | Q1 2023 | 9 |
CLINTON GROUP INC | 6 | 1 | 0.01% | 0.16% | 0.63% | Q1 2014 | Q1 2018 | 9 |
Waverton Investment Management Ltd | 9 | 9 | 0.83% | 1.20% | 1.47% | Q2 2013 | Q2 2015 | 9 |
ZWEIG ADVISERS LLC | 9 | 9 | 1.56% | 1.72% | 1.86% | Q2 2013 | Q2 2015 | 9 |
Absolute Return Capital, LLC | 6 | 3 | 0.14% | 0.42% | 0.66% | Q2 2013 | Q3 2015 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.03% | 0.28% | 0.77% | Q3 2016 | Q3 2022 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.08% | 0.20% | Q3 2017 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.32% | 0.38% | 0.45% | Q4 2021 | Q4 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Abbot Financial Management, Inc. | 9 | 9 | 0.12% | 0.40% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Nachman Norwood & Parrott, Inc | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2021 | 9 |
Dynamic Capital Management Ltd | 3 | 1 | 0.10% | 0.30% | 0.64% | Q1 2014 | Q1 2018 | 9 |
Psagot Value Holdings Ltd. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Trexquant Investment LP | 2 | 1 | 0.07% | 0.20% | 0.40% | Q4 2014 | Q4 2020 | 9 |
Atom Investors LP | 9 | 9 | 0.27% | 1.08% | 2.07% | Q3 2021 | Q3 2023 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 1 | 0.04% | 0.22% | 1.18% | Q2 2016 | Q1 2021 | 9 |
GREENUP STREET WEALTH MANAGEMENT LLC | 7 | 7 | 0.10% | 0.50% | 0.92% | Q1 2022 | Q3 2023 | 9 |
Impala Asset Management LLC | 3 | 1 | 0.01% | 0.66% | 1.82% | Q2 2013 | Q4 2018 | 9 |
Invictus RG | 9 | 9 | 0.02% | 0.16% | 0.43% | Q4 2015 | Q4 2017 | 9 |
Mayflower Financial Advisors, LLC | 6 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
HL FINANCIAL SERVICES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 9 |
WRIGHT INVESTORS SERVICE INC | 8 | 1 | 0.19% | 0.21% | 0.24% | Q4 2015 | Q2 2019 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.58% | 0.71% | 0.84% | Q3 2021 | Q3 2023 | 9 |
Airain ltd | 5 | 2 | 0.03% | 0.13% | 0.24% | Q2 2014 | Q2 2017 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 9 |
Zweig-DiMenna Associates LLC | 6 | 1 | 0.02% | 0.63% | 1.37% | Q1 2016 | Q4 2020 | 9 |
ATHERTON LANE ADVISERS, LLC | 9 | 9 | 1.30% | 1.44% | 1.67% | Q2 2013 | Q2 2015 | 9 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.10% | 0.42% | Q1 2014 | Q3 2019 | 9 |
Vestmark Advisory Solutions, Inc. | 7 | 2 | 0.01% | 0.05% | 0.17% | Q2 2019 | Q2 2023 | 9 |
MARVIN & PALMER ASSOCIATES INC | 6 | 3 | 2.95% | 4.20% | 4.92% | Q4 2016 | Q3 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.03% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 9 |
First Personal Financial Services | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
RFG Advisory, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Bredin Investment LLC | 9 | 9 | 0.40% | 0.50% | 0.57% | Q4 2017 | Q4 2019 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 9 | 0.53% | 0.68% | 0.91% | Q4 2021 | Q4 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Alexandria Capital, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 9 |
Convergence Investment Partners, LLC | 3 | 1 | 0.01% | 0.18% | 0.52% | Q2 2014 | Q2 2021 | 9 |
Distillate Capital Partners LLC | 9 | 9 | 0.76% | 0.88% | 1.05% | Q4 2020 | Q4 2022 | 9 |
MUFG Securities EMEA plc | 4 | 2 | 0.00% | 0.07% | 0.14% | Q4 2017 | Q2 2021 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.04% | 0.10% | Q2 2014 | Q3 2020 | 9 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 9 |
Avalon Global Asset Management LLC | 3 | 1 | 1.12% | 2.57% | 4.46% | Q1 2018 | Q3 2023 | 9 |
Jade Capital Advisors, LLC | 7 | 1 | 0.08% | 1.91% | 4.24% | Q4 2019 | Q4 2022 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Semper Trust Co. | 9 | 9 | 0.19% | 0.21% | 0.25% | Q2 2013 | Q2 2015 | 9 |
Boit C F David | 5 | 4 | 0.30% | 0.33% | 0.40% | Q2 2021 | Q3 2023 | 9 |
Voya Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 9 | 1.24% | 1.68% | 1.89% | Q4 2013 | Q4 2015 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 9 | 0.01% | 0.14% | 0.39% | Q2 2019 | Q2 2021 | 9 |
McIlrath & Eck, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Symphony Financial, Ltd. Co. | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
SECURITY NATIONAL TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Spears Abacus Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q2 2023 | 8 |
Brookmont Capital Management | 6 | 2 | 0.07% | 0.09% | 0.12% | Q3 2014 | Q3 2016 | 8 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.43% | 0.49% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q3 2016 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.00% | 2.29% | 2.82% | Q2 2016 | Q1 2018 | 8 |
Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.03% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 8 |
Drexel Morgan & Co. | 5 | 1 | 0.06% | 0.11% | 0.18% | Q3 2018 | Q2 2021 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FLOSSBACH VON STORCH AG | 5 | 3 | 0.01% | 0.03% | 0.16% | Q4 2012 | Q2 2015 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.43% | 0.75% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 8 |
Agate Pass Investment Management, LLC | 7 | 1 | 0.16% | 0.28% | 0.36% | Q4 2021 | Q4 2023 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 8 |
RELIANCE TRUST CO OF DELAWARE | 6 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q1 2019 | 8 |
BCM ADVISORS, LLC | 8 | 8 | 0.22% | 0.33% | 0.48% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.11% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Visium Asset Management, LP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2016 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Community Capital Management, LLC | 7 | 1 | 0.37% | 1.67% | 2.32% | Q3 2019 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.18% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.03% | 0.18% | Q3 2018 | Q4 2020 | 8 |
Shellback Capital, LP | 3 | 1 | 1.07% | 2.64% | 4.50% | Q4 2016 | Q4 2021 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q1 2017 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Ballentine Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 8 |
New England Research & Management, Inc. | 8 | 8 | 0.43% | 0.54% | 0.71% | Q1 2018 | Q4 2019 | 8 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 8 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.23% | 0.67% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Forward Management, LLC | 8 | 8 | 0.04% | 0.08% | 0.26% | Q2 2013 | Q1 2015 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
Biltmore Family Office, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ASSOCIATED BANC-CORP | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.94% | 1.26% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.06% | 0.06% | 0.08% | Q1 2014 | Q4 2015 | 8 |
Smith, Graham & Co., Investment Advisors, LP | 8 | 8 | 0.34% | 0.37% | 0.43% | Q2 2013 | Q1 2015 | 8 |
CCM INVESTMENT ADVISERS LLC | 8 | 8 | 0.03% | 1.38% | 1.85% | Q2 2017 | Q1 2019 | 8 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.04% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 8 |
Baldwin Investment Management, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.42% | 0.49% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
EMERALD ADVISERS, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q2 2019 | 8 |
One Capital Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 8 |
Castle Rock Wealth Management, LLC | 7 | 1 | 0.12% | 0.16% | 0.19% | Q3 2020 | Q4 2022 | 8 |
Codex Capital, L.L.C. | 8 | 8 | 1.17% | 1.54% | 1.91% | Q3 2020 | Q2 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.10% | 0.43% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
MIDWEST INVESTMENT MANAGEMENT LLC | 8 | 8 | 1.10% | 1.50% | 2.07% | Q4 2015 | Q3 2017 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
DELTEC ASSET MANAGEMENT LLC | 6 | 2 | 0.18% | 0.34% | 0.59% | Q1 2018 | Q2 2022 | 8 |
Madison Asset Management, LLC | 8 | 8 | 0.66% | 0.78% | 0.94% | Q4 2021 | Q3 2023 | 8 |
United Asset Strategies, Inc. | 4 | 1 | 0.11% | 0.26% | 1.10% | Q3 2017 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MIROVA | 8 | 8 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2020 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 8 |
Anchor Bolt Capital, LP | 8 | 8 | 1.03% | 2.15% | 3.00% | Q1 2016 | Q4 2017 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cambria Investment Management, L.P. | 8 | 8 | 0.30% | 0.53% | 0.77% | Q2 2016 | Q1 2018 | 8 |
Wealth Alliance | 6 | 2 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 8 |
Nippon Life Global Investors Americas, Inc. | 8 | 8 | 0.16% | 0.20% | 0.24% | Q1 2017 | Q4 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2018 | 8 |
SOUTHPORT MANAGEMENT, L.L.C. | 8 | 8 | 2.62% | 4.79% | 7.51% | Q4 2016 | Q3 2018 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q1 2015 | 8 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
USCA RIA LLC | 4 | 1 | 0.05% | 0.26% | 0.31% | Q4 2014 | Q1 2020 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.06% | 0.28% | 0.73% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.09% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.14% | 0.36% | 0.65% | Q2 2019 | Q1 2021 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.33% | 0.67% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Keel Point, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Trust CO of the Ozarks | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q3 2015 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q2 2021 | 7 |
OXFORD ASSET MANAGEMENT LLP | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 7 |
Highmount Capital, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 7 |
Calamos Wealth Management LLC | 4 | 3 | 0.03% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 7 |
Copper Rock Capital Partners, LLC | 7 | 7 | 0.02% | 0.34% | 0.74% | Q3 2016 | Q1 2018 | 7 |
GLG LLC | 5 | 2 | 0.06% | 0.33% | 0.82% | Q1 2014 | Q4 2017 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.30% | 0.53% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Granite Investment Advisors, LLC | 4 | 3 | 0.26% | 0.31% | 0.41% | Q1 2018 | Q3 2021 | 7 |
River Road Asset Management, LLC | 7 | 7 | 0.84% | 1.15% | 1.51% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.39% | 0.43% | 0.48% | Q2 2018 | Q4 2019 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.08% | 0.09% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Winslow Capital Management, LLC | 4 | 3 | 0.92% | 1.28% | 2.01% | Q2 2021 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q4 2017 | 7 |
Krane Funds Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 7 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
COLUMBUS CIRCLE INVESTORS | 5 | 2 | 0.08% | 0.25% | 0.67% | Q1 2016 | Q4 2020 | 7 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
CARDEROCK CAPITAL MANAGEMENT INC | 4 | 3 | 0.12% | 1.11% | 2.61% | Q4 2017 | Q3 2023 | 7 |
KENNEDY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2018 | 7 |
HEARTLAND ADVISORS INC | 4 | 3 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q4 2020 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q2 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.10% | 0.13% | 0.16% | Q3 2013 | Q1 2015 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mendel Money Management | 7 | 7 | 0.23% | 0.30% | 0.40% | Q1 2022 | Q3 2023 | 7 |
WASHINGTON TRUST BANK | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 7 |
SECURITY NATIONAL BANK OF SO DAK | 3 | 2 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 7 |
EagleClaw Capital Managment, LLC | 7 | 7 | 0.91% | 1.16% | 1.43% | Q1 2022 | Q3 2023 | 7 |
Schechter Investment Advisors, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
ASB Consultores, LLC | 7 | 7 | 0.08% | 0.17% | 0.29% | Q4 2021 | Q2 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 1 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 7 |
Versor Investments LP | 6 | 1 | 0.07% | 0.12% | 0.20% | Q2 2018 | Q2 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.44% | 0.51% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q4 2014 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 2.05% | 2.74% | 3.22% | Q1 2022 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 2.02% | 2.48% | 2.95% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.09% | 0.14% | 0.30% | Q1 2022 | Q3 2023 | 7 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 2 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.03% | 0.21% | Q1 2022 | Q3 2023 | 7 |
626 Financial, LLC | 4 | 1 | 0.14% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Israel Discount Bank of New York | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q3 2018 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.01% | 0.38% | 0.99% | Q2 2019 | Q4 2022 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
BECKER CAPITAL MANAGEMENT INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 7 |
Banco de Sabadell, S.A | 7 | 7 | 0.14% | 0.18% | 0.24% | Q4 2017 | Q2 2019 | 7 |
FRED ALGER MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 7 |
Albar Capital Ltd | 6 | 1 | 1.20% | 4.40% | 10.72% | Q2 2020 | Q1 2022 | 7 |
Rossmore Private Capital | 3 | 1 | 0.03% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 7 |
NICOLA WEALTH MANAGEMENT LTD. | 6 | 1 | 0.02% | 0.12% | 0.22% | Q1 2020 | Q4 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 2 | 0.12% | 0.21% | 0.27% | Q3 2020 | Q4 2022 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Quantinno Capital Management LP | 6 | 1 | 0.05% | 0.10% | 0.34% | Q4 2018 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.16% | 0.21% | 0.24% | Q4 2018 | Q2 2020 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.22% | 0.28% | 0.39% | Q2 2013 | Q4 2014 | 7 |
Cornerstone Advisors, LLC | 5 | 1 | 0.06% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.01% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Cinctive Capital Management LP | 6 | 1 | 0.16% | 0.24% | 0.31% | Q1 2021 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.06% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 7 |
Arlington Partners LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 7 |
NORTHERN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.41% | 0.45% | 0.49% | Q1 2014 | Q2 2015 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Stone Ridge Asset Management LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q4 2019 | 6 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 6 | 6 | 1.87% | 2.15% | 2.43% | Q2 2022 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.13% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Wells Trecaso Financial Group, LLC | 4 | 2 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q4 2019 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 6 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
Dempze Nancy E | 5 | 1 | 0.23% | 0.35% | 0.39% | Q1 2017 | Q3 2018 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
BAKER BOYER NATIONAL BANK | 6 | 6 | 0.86% | 0.91% | 0.97% | Q1 2014 | Q2 2015 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Ardevora Asset Management LLP | 6 | 6 | 0.73% | 0.82% | 0.93% | Q4 2016 | Q1 2018 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.14% | 0.25% | 0.41% | Q2 2022 | Q3 2023 | 6 |
FIRST NATIONAL BANK OF OMAHA | 6 | 6 | 0.02% | 0.25% | 0.33% | Q2 2013 | Q3 2014 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.38% | 1.50% | 1.65% | Q2 2021 | Q3 2022 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MENTA CAPITAL LLC | 6 | 6 | 0.05% | 0.20% | 0.29% | Q1 2014 | Q2 2015 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.08% | 0.33% | 0.66% | Q4 2019 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
INVERNESS COUNSEL LLC /NY/ | 4 | 2 | 0.11% | 0.59% | 1.15% | Q4 2019 | Q3 2022 | 6 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.01% | 0.34% | 0.62% | Q1 2021 | Q3 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.15% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 4 | 2 | 0.02% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.24% | 0.41% | 0.54% | Q2 2020 | Q3 2021 | 6 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 1 | 0.08% | 0.14% | 0.40% | Q1 2021 | Q2 2023 | 6 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 6 | 0.04% | 0.18% | 0.44% | Q2 2017 | Q3 2018 | 6 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2020 | 6 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.16% | 0.46% | Q4 2019 | Q3 2023 | 6 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 6 | 6 | 0.31% | 0.41% | 0.49% | Q1 2020 | Q2 2021 | 6 |
NWK Group, Inc. | 6 | 6 | 0.03% | 0.17% | 0.48% | Q1 2020 | Q2 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.34% | 0.65% | 0.87% | Q2 2013 | Q3 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.09% | 0.19% | Q1 2022 | Q2 2023 | 6 |
Jump Financial, LLC | 4 | 2 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 6 |
Hexavest Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
HBK INVESTMENTS L P | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2020 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 2 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.15% | 0.19% | 0.21% | Q3 2016 | Q4 2017 | 6 |
MAPLELANE CAPITAL, LLC | 4 | 4 | 0.00% | 0.67% | 1.45% | Q1 2015 | Q4 2015 | 6 |
Covea Finance | 6 | 6 | 0.72% | 0.92% | 1.03% | Q3 2022 | Q4 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.10% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 6 |
FUKOKU MUTUAL LIFE INSURANCE Co | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Nikko Asset Management Americas, Inc. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Main Street Research LLC | 6 | 6 | 0.55% | 1.02% | 1.23% | Q2 2013 | Q3 2014 | 6 |
FFT WEALTH MANAGEMENT LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 6 |
Aston Asset Management, LLC | 6 | 6 | 0.65% | 0.78% | 0.95% | Q1 2015 | Q2 2016 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.07% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Centre Asset Management, LLC | 6 | 6 | 1.08% | 1.80% | 2.30% | Q3 2016 | Q4 2017 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.27% | 0.65% | Q2 2016 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.34% | 0.43% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Diversified, LLC | 5 | 1 | 0.05% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.13% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Cable Hill Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.59% | 0.68% | 0.82% | Q2 2013 | Q3 2014 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DEERE & CO | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q3 2016 | 6 |
Donoghue Forlines LLC | 6 | 6 | 0.13% | 0.21% | 0.28% | Q1 2022 | Q2 2023 | 6 |
TPI Fund Managers Ltd | 6 | 6 | 0.83% | 1.78% | 2.26% | Q3 2019 | Q4 2020 | 6 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2017 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.18% | 0.37% | Q2 2013 | Q3 2014 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Alpha DNA Investment Management LLC | 3 | 3 | 0.40% | 0.76% | 1.24% | Q4 2020 | Q2 2023 | 6 |
LUMINUS MANAGEMENT LLC | 4 | 1 | 0.13% | 0.26% | 0.54% | Q3 2013 | Q1 2017 | 6 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 6 |
JBJ Investment Partners, LLC | 5 | 1 | 0.01% | 0.07% | 0.09% | Q1 2019 | Q4 2021 | 6 |
PATRON PARTNERS, LLC | 3 | 1 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 1 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q4 2014 | 6 |
JAMES INVESTMENT RESEARCH INC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2019 | 6 |
Quilter Plc | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 6 |
COUNTRY TRUST BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.01% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
SHAPIRO ROBERT N | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Tesco Pension Investment Ltd | 6 | 6 | 0.83% | 1.77% | 2.23% | Q3 2019 | Q4 2020 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 3 | 0.00% | 0.12% | 0.37% | Q1 2014 | Q2 2017 | 6 |
S.E.E.D. Planning Group LLC | 6 | 6 | 0.53% | 0.64% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q1 2020 | 6 |
Sterling Investment Counsel, LLC | 6 | 6 | 0.16% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 1.38% | 1.47% | 1.59% | Q2 2013 | Q3 2014 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.12% | 1.22% | 1.32% | Q4 2020 | Q1 2022 | 6 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 1 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q4 2014 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
S. MUOIO & CO. LLC | 6 | 6 | 0.22% | 0.73% | 0.92% | Q2 2020 | Q3 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.08% | 1.02% | 1.25% | Q2 2013 | Q3 2014 | 6 |
WEXFORD CAPITAL LP | 1 | 1 | 0.13% | 0.26% | 0.42% | Q1 2017 | Q4 2021 | 6 |
LINCOLN CAPITAL CORP | 3 | 1 | 0.10% | 0.13% | 0.14% | Q1 2021 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Presidio Capital Management, LLC | 4 | 2 | 0.18% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.10% | 0.15% | 0.24% | Q4 2020 | Q3 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BECK MACK & OLIVER LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 5 |
Hamilton Capital, LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q4 2023 | 5 |
Benson Investment Management Company, Inc. | 5 | 5 | 2.30% | 2.46% | 2.57% | Q3 2022 | Q3 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2015 | Q2 2016 | 5 |
THOMPSON DAVIS & CO., INC. | 4 | 1 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Intersect Capital LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q1 2022 | 5 |
Ninety One North America, Inc. | 3 | 2 | 0.15% | 0.19% | 0.23% | Q1 2015 | Q3 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 4 | 1 | 0.01% | 0.06% | 0.07% | Q4 2016 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
CenturyLink Investment Management Co | 5 | 5 | 0.46% | 0.57% | 0.66% | Q3 2015 | Q3 2016 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q2 2020 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Caption Management, LLC | 1 | 1 | 0.03% | 0.17% | 0.55% | Q4 2019 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 5 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 5 |
OMERS ADMINISTRATION Corp | 3 | 2 | 0.08% | 0.36% | 0.82% | Q4 2014 | Q1 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Syntal Capital Partners, LLC | 5 | 5 | 0.12% | 0.37% | 0.51% | Q4 2016 | Q4 2017 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BARING ASSET MANAGEMENT Ltd | 3 | 2 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q3 2017 | 5 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Providence Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
CG Asset Management LLC | 3 | 2 | 0.19% | 0.59% | 1.12% | Q4 2013 | Q4 2016 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Lodge Hill Capital, LLC | 3 | 2 | 0.69% | 3.10% | 5.48% | Q1 2014 | Q1 2019 | 5 |
FINANCIAL MANAGEMENT NETWORK INC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.19% | 0.54% | 0.80% | Q4 2014 | Q1 2023 | 5 |
Wedmont Private Capital | 4 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Elo Mutual Pension Insurance Co | 3 | 2 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 5 |
1st Global Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q4 2014 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.08% | 0.25% | 0.44% | Q1 2019 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 5 |
Mechanics Bank Trust Department | 5 | 5 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.04% | 0.26% | 0.48% | Q2 2013 | Q1 2018 | 5 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 5 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2022 | 5 |
MBM Wealth Consultants, LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.04% | 0.29% | 0.66% | Q2 2013 | Q3 2015 | 5 |
Freedom Investment Management, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 5 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.05% | 0.06% | 0.11% | Q2 2013 | Q4 2021 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 5 | 0.21% | 0.37% | 0.58% | Q1 2017 | Q1 2018 | 5 |
HENDLEY & CO INC | 5 | 5 | 0.26% | 0.29% | 0.31% | Q2 2018 | Q2 2019 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BCWM, LLC | 3 | 2 | 0.59% | 0.94% | 1.48% | Q2 2013 | Q3 2014 | 5 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Community Financial Services Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Ninety One UK Ltd | 3 | 2 | 0.44% | 0.53% | 0.64% | Q1 2015 | Q3 2018 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.07% | 0.20% | 0.46% | Q1 2020 | Q1 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Man Investments Ltd | 5 | 5 | 0.09% | 0.20% | 0.27% | Q2 2013 | Q2 2014 | 5 |
SUMMITRY LLC | 5 | 5 | 0.03% | 1.49% | 2.01% | Q2 2013 | Q2 2014 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
GLG Partners LP | 3 | 1 | 0.00% | 0.07% | 0.13% | Q3 2015 | Q4 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q1 2019 | 5 |
Beaumont Asset Management, L.L.C. | 5 | 5 | 0.64% | 0.79% | 0.98% | Q3 2022 | Q3 2023 | 5 |
HOEY INVESTMENTS, INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 5 |
CI Global Investments Inc. | 5 | 5 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q2 2014 | 5 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 5 | 5 | 0.49% | 1.14% | 1.75% | Q2 2013 | Q2 2014 | 5 |
SteelPeak Wealth, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 5 |
PointState Capital LP | 2 | 1 | 0.08% | 0.65% | 1.00% | Q1 2014 | Q4 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Howard Capital Management Group, LLC | 5 | 5 | 2.30% | 2.50% | 2.93% | Q1 2021 | Q1 2022 | 5 |
KANALY TRUST CO | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2013 | Q4 2014 | 5 |
EMFO, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Highstreet Asset Management Inc. | 5 | 5 | 0.06% | 0.12% | 0.31% | Q1 2017 | Q1 2018 | 5 |
Running Oak Capital LLC | 5 | 5 | 1.04% | 1.75% | 1.98% | Q3 2022 | Q3 2023 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2020 | 5 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.01% | 0.08% | 0.30% | Q4 2017 | Q3 2021 | 5 |
Cartenna Capital, LP | 4 | 1 | 2.28% | 3.21% | 4.16% | Q4 2021 | Q3 2023 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.14% | 0.46% | Q1 2021 | Q1 2023 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.13% | 0.50% | Q1 2018 | Q1 2023 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.67% | 0.75% | 0.85% | Q4 2013 | Q4 2014 | 5 |
Hiddenite Capital Partners LP | 5 | 5 | 1.78% | 2.46% | 3.02% | Q2 2022 | Q2 2023 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.12% | 0.45% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Oliver Luxxe Assets LLC | 5 | 5 | 0.61% | 0.84% | 1.00% | Q2 2020 | Q2 2021 | 5 |
KLK CAPITAL MANAGEMENT LLC | 4 | 1 | 0.99% | 1.15% | 1.25% | Q2 2021 | Q3 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2015 | Q4 2016 | 5 |
Railway Pension Investments Ltd | 3 | 2 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.46% | 0.49% | 0.54% | Q3 2015 | Q3 2016 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q3 2017 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.83% | 0.89% | 0.96% | Q3 2013 | Q3 2014 | 5 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.40% | 0.45% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.11% | 0.21% | 0.32% | Q1 2013 | Q4 2013 | 4 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 4 |
Princeton Global Asset Management LLC | 3 | 1 | 0.01% | 0.25% | 0.36% | Q4 2019 | Q3 2023 | 4 |
Peak Capital Management LLC | 3 | 1 | 0.46% | 0.55% | 0.66% | Q2 2017 | Q2 2018 | 4 |
JB Capital LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
BRUNI J V & CO /CO | 4 | 4 | 0.60% | 1.49% | 1.85% | Q2 2013 | Q1 2014 | 4 |
Hardy Reed LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Horizon Investment Services, LLC | 2 | 2 | 1.57% | 1.68% | 1.88% | Q1 2021 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.91% | 2.25% | 2.51% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 1.17% | 1.43% | 1.58% | Q4 2022 | Q3 2023 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2019 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gateway Advisory, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.08% | 0.19% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q1 2017 | Q4 2017 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Diametric Capital, LP | 4 | 4 | 0.23% | 0.44% | 0.68% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 1 | 1 | 0.13% | 0.25% | 0.41% | Q4 2018 | Q3 2023 | 4 |
Redmond Asset Management, LLC | 2 | 2 | 0.11% | 0.54% | 1.04% | Q2 2013 | Q3 2020 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.58% | 1.36% | Q1 2021 | Q3 2023 | 4 |
Wilmington Trust Investment Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hilltop Park Associates LLC | 4 | 4 | 2.42% | 4.17% | 8.25% | Q3 2013 | Q2 2014 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.48% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.08% | 0.48% | 1.13% | Q1 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Vision Capital Management, Inc. | 4 | 4 | 2.27% | 2.49% | 2.81% | Q3 2014 | Q2 2015 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.13% | 0.38% | 0.80% | Q2 2019 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 4 | 0.00% | 0.54% | 0.82% | Q2 2022 | Q1 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.08% | 0.21% | 0.39% | Q2 2013 | Q2 2015 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.50% | 0.76% | 0.87% | Q4 2022 | Q3 2023 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2019 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q4 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.17% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Truadvice, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
CFO4Life Group, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Two Point Capital Management, Inc. | 4 | 4 | 3.11% | 3.36% | 3.64% | Q4 2022 | Q3 2023 | 4 |
Norway Savings Bank | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.21% | 0.81% | Q4 2016 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.14% | 0.18% | 0.24% | Q2 2017 | Q1 2018 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.41% | 0.52% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FOSTER & MOTLEY INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Concentric Capital Strategies, LP | 3 | 1 | 0.23% | 0.65% | 1.64% | Q1 2022 | Q2 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.91% | 0.99% | 1.09% | Q4 2021 | Q3 2022 | 4 |
Arden Trust Co | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.10% | 0.47% | 0.80% | Q4 2022 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 2 | 1 | 0.08% | 0.18% | 0.40% | Q1 2021 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.17% | 0.25% | 0.37% | Q2 2013 | Q1 2014 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Dakota Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fusion Investment Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 4 | 4 | 0.04% | 2.69% | 3.79% | Q2 2013 | Q1 2014 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
EverPoint Asset Management, LLC | 2 | 1 | 0.06% | 0.12% | 0.22% | Q2 2014 | Q4 2016 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.03% | 0.06% | 0.07% | Q3 2016 | Q2 2017 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.45% | 1.26% | Q4 2020 | Q2 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Gratus Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.75% | 0.85% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Artemis Investment Management LLP | 3 | 1 | 0.01% | 0.15% | 0.22% | Q2 2020 | Q4 2022 | 4 |
Waldron Private Wealth LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 2 | 2 | 0.05% | 1.25% | 2.55% | Q2 2015 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2016 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.14% | 0.25% | 0.45% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
LUCUS ADVISORS LLC | 3 | 1 | 0.13% | 0.21% | 0.26% | Q4 2014 | Q4 2015 | 4 |
QCM Cayman, Ltd. | 2 | 2 | 0.12% | 0.26% | 0.37% | Q2 2016 | Q4 2020 | 4 |
TRADITION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.54% | 0.59% | 0.63% | Q2 2013 | Q1 2014 | 4 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.28% | 0.75% | 1.29% | Q3 2020 | Q4 2022 | 4 |
Endowment Wealth Management, Inc. | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.04% | 0.13% | 0.20% | Q1 2017 | Q2 2021 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.64% | 0.80% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ZWJ INVESTMENT COUNSEL INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First American Bank | 3 | 1 | 0.03% | 0.13% | 0.24% | Q1 2018 | Q1 2019 | 4 |
Kolinsky Wealth Management, LLC | 3 | 1 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 4 |
HighVista Strategies LLC | 3 | 1 | 0.07% | 0.13% | 0.29% | Q1 2016 | Q4 2017 | 4 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.30% | 0.53% | Q1 2017 | Q4 2021 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.08% | 0.13% | 0.18% | Q2 2014 | Q1 2017 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.10% | 0.18% | 0.24% | Q4 2014 | Q3 2015 | 4 |
WELD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.15% | 0.40% | 0.59% | Q2 2020 | Q1 2021 | 4 |
Santa Fe Partners LLC | 2 | 1 | 0.12% | 0.28% | 0.50% | Q2 2013 | Q4 2014 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.31% | 0.64% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.56% | 0.67% | 0.77% | Q4 2022 | Q3 2023 | 4 |
DELPHI MANAGEMENT INC /MA/ | 4 | 4 | 0.88% | 1.05% | 1.18% | Q4 2018 | Q3 2019 | 4 |
State of Wyoming | 2 | 1 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q2 2023 | 4 |
CORNERSTONE ADVISORS INC | 3 | 1 | 0.00% | 0.12% | 0.18% | Q3 2018 | Q4 2021 | 4 |
Black Creek Investment Management Inc. | 4 | 4 | 2.48% | 5.49% | 7.84% | Q2 2013 | Q1 2014 | 4 |
Hood River Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 3.55% | 4.15% | 4.52% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.19% | 0.68% | Q2 2013 | Q1 2014 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.27% | 0.41% | 0.50% | Q2 2019 | Q1 2022 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TIDE POINT CAPITAL MANAGEMENT, LP | 2 | 1 | 1.23% | 2.22% | 3.04% | Q2 2016 | Q3 2017 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.44% | 0.65% | 0.88% | Q2 2013 | Q4 2013 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.19% | 0.24% | 0.29% | Q2 2017 | Q1 2018 | 3 |
WADE G W & INC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q2 2016 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
NORTHPOINTE CAPITAL LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2014 | Q3 2014 | 3 |
SFG Wealth Management, LLC. | 3 | 3 | 0.94% | 1.02% | 1.13% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
S. R. Schill & Associates | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.02% | 0.88% | 1.46% | Q3 2015 | Q2 2017 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
RBF Capital, LLC | 3 | 3 | 0.20% | 0.23% | 0.24% | Q2 2019 | Q4 2019 | 3 |
ASPIRIANT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Unigestion Holding SA | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.24% | 0.36% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.10% | 0.19% | Q1 2014 | Q2 2015 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Cooper Financial Group | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
TIEMANN INVESTMENT ADVISORS, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
LVZ, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Foundry Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q2 2014 | 3 |
Sentry Investments Corp. | 2 | 1 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.02% | 0.10% | 0.25% | Q4 2022 | Q3 2023 | 3 |
STEPH & CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.09% | 0.12% | 0.16% | Q1 2018 | Q1 2019 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 1.31% | 1.32% | 1.34% | Q3 2021 | Q1 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 3 |
Graphene Investments SAS | 3 | 3 | 2.11% | 2.14% | 2.19% | Q1 2023 | Q3 2023 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.19% | 0.31% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF TOLEDO NA /OH/ | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q4 2023 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.01% | 0.11% | 0.30% | Q4 2013 | Q2 2015 | 3 |
PATTON FUND MANAGEMENT, INC. | 3 | 3 | 0.57% | 0.84% | 1.03% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.01% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q2 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Meridian Wealth Advisors, LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q2 2020 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.00% | 0.06% | 0.16% | Q1 2014 | Q3 2022 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.28% | 0.82% | 1.36% | Q3 2017 | Q1 2018 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 4.10% | 4.43% | 4.72% | Q1 2023 | Q3 2023 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 1.90% | 2.12% | 2.38% | Q1 2023 | Q3 2023 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.88% | 0.88% | 0.89% | Q1 2015 | Q3 2015 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
HOWARD CAPITAL MANAGEMENT | 3 | 3 | 1.99% | 2.29% | 2.67% | Q2 2020 | Q4 2020 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Dean Capital Management | 3 | 3 | 0.54% | 0.56% | 0.58% | Q2 2019 | Q4 2019 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 3 |
SELZ CAPITAL LLC | 2 | 1 | 0.34% | 1.31% | 2.29% | Q1 2018 | Q1 2019 | 3 |
Woodline Partners LP | 2 | 1 | 0.04% | 0.31% | 0.55% | Q4 2021 | Q3 2022 | 3 |
Fractal Investments LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 3 |
TCF National Bank | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 3 |
GLG INC. | 2 | 2 | 0.02% | 0.35% | 0.78% | Q3 2013 | Q4 2013 | 3 |
Stonehage Fleming (UK) Ltd | 2 | 1 | 0.92% | 1.08% | 1.35% | Q1 2014 | Q4 2014 | 3 |
Wealthquest Corp | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Joseph Group Capital Management | 3 | 3 | 1.31% | 1.43% | 1.59% | Q1 2023 | Q3 2023 | 3 |
Graypoint LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FDO Partners, LLC | 1 | 1 | 0.23% | 0.35% | 0.46% | Q4 2015 | Q4 2017 | 3 |
Appian Way Asset Management LP | 2 | 1 | 0.44% | 1.82% | 3.34% | Q4 2019 | Q3 2023 | 3 |
ORRSTOWN FINANCIAL SERVICES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.13% | 0.69% | 1.06% | Q4 2014 | Q2 2015 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Laffer Tengler Investments, Inc. | 2 | 1 | 0.00% | 0.12% | 0.36% | Q2 2013 | Q4 2022 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q1 2019 | 3 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Financial Advisors Network, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.12% | 0.20% | 0.27% | Q2 2013 | Q4 2013 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q4 2019 | Q2 2020 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q2 2019 | 3 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.12% | 0.20% | 0.27% | Q1 2014 | Q4 2019 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 0.08% | 0.45% | 0.65% | Q3 2020 | Q1 2021 | 3 |
First Long Island Investors, LLC | 3 | 3 | 2.11% | 2.48% | 2.68% | Q1 2023 | Q3 2023 | 3 |
Tilt Investment Management Holdings, PBC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Financial Insights, Inc. | 3 | 3 | 0.17% | 0.21% | 0.27% | Q3 2022 | Q1 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.74% | 1.11% | Q4 2019 | Q1 2022 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Banyan Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 3 |
AJO, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Systematic Alpha Investments, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2021 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Charter Oak Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Veracity Capital LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
New Jersey Better Educational Savings Trust | 3 | 3 | 0.34% | 0.36% | 0.38% | Q1 2018 | Q3 2018 | 3 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 3 | 0.45% | 0.67% | 0.84% | Q4 2013 | Q2 2014 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.26% | 0.53% | 0.85% | Q2 2014 | Q2 2016 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
WEALTH EFFECTS LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Ironvine Capital Partners, LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q4 2017 | Q2 2018 | 3 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
Power Corp of Canada | 2 | 1 | 0.12% | 0.20% | 0.28% | Q1 2022 | Q4 2022 | 3 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TDAM USA INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
LOEWS CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q4 2017 | 3 |
Handelsbanken Fonder AB | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
WISCONSIN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Ascent Group, LLC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.07% | 0.62% | 1.35% | Q3 2013 | Q1 2020 | 3 |
American Trust | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.16% | 0.24% | 0.31% | Q1 2021 | Q2 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.10% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Harvest Investment Services, LLC | 2 | 1 | 0.15% | 0.15% | 0.16% | Q4 2019 | Q3 2020 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2015 | Q4 2015 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.61% | 0.84% | 1.08% | Q1 2014 | Q1 2016 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
SALEM CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CARLSON CAPITAL L P | 1 | 1 | 0.10% | 0.23% | 0.37% | Q3 2018 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 2 |
TRILOGY GLOBAL ADVISORS LP | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2015 | Q3 2015 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q1 2014 | Q1 2018 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.04% | 0.52% | 1.00% | Q1 2017 | Q4 2017 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q1 2014 | 2 |
CULLINAN ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.14% | 0.27% | 0.39% | Q1 2017 | Q1 2018 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.22% | 0.24% | 0.27% | Q4 2013 | Q1 2014 | 2 |
HOLDERNESS INVESTMENTS CO | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2017 | Q3 2017 | 2 |
CIBC BANK USA | 2 | 2 | 0.43% | 0.58% | 0.73% | Q2 2018 | Q3 2018 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 1.22% | 1.26% | 1.30% | Q1 2016 | Q2 2016 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2018 | Q4 2018 | 2 |
Weil Company, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q4 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
LEWIS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q1 2020 | 2 |
Numeric Investors LLC | 1 | 1 | 0.02% | 0.19% | 0.35% | Q4 2014 | Q4 2016 | 2 |
Atlas Brown,Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Tradeworx Inc. | 1 | 1 | 0.16% | 0.30% | 0.44% | Q2 2013 | Q2 2014 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.75% | 1.80% | 1.85% | Q2 2013 | Q3 2013 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Fosun International Ltd | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Centaur Capital | 2 | 2 | 3.37% | 6.86% | 10.36% | Q3 2015 | Q4 2015 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Artisan Partners Limited Partnership | 2 | 2 | 0.30% | 0.32% | 0.33% | Q2 2013 | Q3 2013 | 2 |
COWEN INC. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q2 2019 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.15% | 0.19% | 0.24% | Q3 2018 | Q1 2019 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.24% | 0.27% | Q4 2014 | Q2 2017 | 2 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2020 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.07% | 0.10% | 0.14% | Q3 2014 | Q2 2015 | 2 |
Walthausen & Co., LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.87% | 0.97% | 1.06% | Q2 2013 | Q3 2013 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2018 | Q3 2018 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
SeaTown Holdings Pte. Ltd. | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2020 | Q1 2021 | 2 |
MIZUHO SECURITIES USA LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q1 2017 | 2 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.08% | 0.13% | 0.18% | Q3 2017 | Q4 2020 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
TLP GROUP LLC | 1 | 1 | 0.02% | 0.13% | 0.25% | Q4 2015 | Q2 2016 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.03% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 2 |
Family Management Corp | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.30% | 0.46% | 0.61% | Q1 2015 | Q2 2021 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Forty4 Asset Management LLC | 1 | 1 | 0.03% | 0.26% | 0.49% | Q2 2013 | Q2 2013 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2017 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2014 | Q4 2017 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.18% | 0.23% | 0.29% | Q4 2018 | Q4 2019 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.35% | 0.39% | 0.43% | Q2 2017 | Q3 2018 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q1 2015 | 2 |
Surevest, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.46% | 0.90% | Q3 2020 | Q3 2021 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2020 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q4 2018 | 2 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Pensionfund Sabic | 2 | 2 | 0.53% | 0.55% | 0.56% | Q1 2017 | Q2 2017 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.48% | 0.50% | 0.51% | Q4 2015 | Q3 2016 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.13% | 0.20% | 0.28% | Q4 2016 | Q1 2017 | 2 |
Ownership Capital B.V. | 2 | 2 | 2.68% | 3.97% | 5.26% | Q3 2015 | Q4 2015 | 2 |
Signition LP | 1 | 1 | 0.14% | 0.26% | 0.38% | Q4 2017 | Q3 2018 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.32% | 0.55% | 0.79% | Q4 2015 | Q1 2018 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Trinity Wealth Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 2.13% | 2.59% | 3.05% | Q4 2022 | Q1 2023 | 2 |
Symmetry Investments LP | 1 | 1 | 0.32% | 0.43% | 0.53% | Q1 2021 | Q2 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q2 2019 | 2 |
AustralianSuper Pty Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Summit X, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.45% | 0.45% | 0.45% | Q1 2017 | Q2 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.28% | 0.32% | 0.35% | Q1 2023 | Q2 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.54% | 0.54% | 0.55% | Q2 2019 | Q3 2019 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 0.55% | 0.60% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Oak Asset Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MANA Advisors LLC | 1 | 1 | 0.74% | 0.87% | 1.01% | Q1 2018 | Q3 2019 | 2 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Swaine & Leidel Wealth Services, LLC | 2 | 2 | 1.81% | 1.86% | 1.91% | Q2 2020 | Q3 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 2 |
D1 Capital Partners L.P. | 2 | 2 | 0.26% | 0.70% | 1.15% | Q3 2021 | Q4 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oak Thistle LLC | 2 | 2 | 0.31% | 0.34% | 0.37% | Q4 2021 | Q1 2022 | 2 |
MQS Management LLC | 1 | 1 | 0.31% | 0.53% | 0.74% | Q1 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.09% | 0.17% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Advisor OS, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 1.03% | 1.04% | 1.04% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.36% | 0.43% | 0.50% | Q4 2020 | Q3 2023 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.11% | 0.14% | 0.18% | Q3 2016 | Q4 2016 | 2 |
Olympiad Research LP | 1 | 1 | 0.14% | 0.25% | 0.37% | Q4 2019 | Q3 2022 | 2 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 2 |
Asio Capital, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Lowell Blake & Associates Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.46% | 0.48% | 0.51% | Q2 2021 | Q3 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Heirloom Wealth Management | 2 | 2 | 2.42% | 2.43% | 2.44% | Q2 2023 | Q3 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.49% | 0.56% | 0.64% | Q1 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 2 | 2 | 0.14% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
James Reed Financial Services, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.20% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FSM Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.21% | 0.23% | 0.26% | Q2 2022 | Q3 2022 | 2 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.32% | 1.12% | 1.93% | Q4 2017 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.11% | 0.16% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.66% | 0.96% | 1.26% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BMI CAPITAL CORP | 2 | 2 | 1.36% | 1.43% | 1.50% | Q2 2013 | Q3 2013 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.64% | 0.67% | 0.70% | Q2 2013 | Q3 2013 | 2 |
BAILARD, INC. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.15% | 0.30% | 0.45% | Q3 2016 | Q4 2016 | 2 |
NatWest Group plc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
BBVA USA | 2 | 2 | 0.33% | 0.35% | 0.37% | Q2 2021 | Q3 2021 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q4 2021 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.06% | 0.16% | 0.27% | Q2 2019 | Q3 2019 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
ALERUS FINANCIAL NA | 1 | 1 | 0.19% | 0.42% | 0.65% | Q1 2022 | Q3 2023 | 2 |
Fiera Capital Inc. | 2 | 2 | 1.98% | 1.99% | 2.00% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WCM INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Pantechnicon Advisors LLP | 1 | 1 | 9.98% | 9.98% | 9.98% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Benchmark Investment Advisors LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SBB Research Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Mount Capital Ltd | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2022 | Q3 2022 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2021 | Q3 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Astrantus Ltd | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2018 | Q4 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BCS Wealth Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD REPUBLIC INTERNATIONAL CORP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2014 | Q1 2014 | 1 |
Texas Children's | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Costello Asset Management, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Alphinity Investment Management Pty Ltd | 1 | 1 | 4.96% | 4.96% | 4.96% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2021 | Q1 2021 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Hudson Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Cannell & Co. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2014 | Q4 2014 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Polianta Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Third Point | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2014 | Q3 2014 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 3.05% | 3.05% | 3.05% | Q4 2014 | Q4 2014 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2013 | Q4 2013 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2012 | Q4 2012 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sanibel Captiva Investment Advisers, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2013 | Q1 2013 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2017 | Q2 2017 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Ratan Capital Management LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Capital International Investors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Duquesne Family Office | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 4.49% | 4.49% | 4.49% | Q3 2015 | Q3 2015 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Bronson Point Management LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2014 | Q1 2014 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Anson Funds Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2013 | Q2 2013 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Q Global Advisors, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Senator Investment Group LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2021 | Q3 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CHEMICAL BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Hillman Capital Management, Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2013 | Q2 2013 | 1 |
Nuveen Fund Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMMONFUND ASSET MANAGEMENT CO INC | 1 | 1 | 6.57% | 6.57% | 6.57% | Q2 2013 | Q2 2013 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brainard Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AMG Funds LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2016 | Q3 2016 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Quantum Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own PARKER HANNIFIN CORP or have owned PARKER HANNIFIN CORP in the past.