Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 33 | 33 | 0.00% | 0.08% | 0.47% | Q3 2015 | Q3 2023 | 99 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.07% | 0.38% | Q3 2015 | Q3 2023 | 98 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.05% | 0.32% | Q3 2015 | Q3 2023 | 98 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33 | 33 | 0.00% | 0.08% | 0.26% | Q3 2015 | Q3 2023 | 96 |
Parallax Volatility Advisers, L.P. | 33 | 33 | 0.00% | 0.12% | 0.48% | Q3 2015 | Q3 2023 | 94 |
UBS Group AG | 33 | 33 | 0.00% | 0.07% | 0.32% | Q3 2015 | Q3 2023 | 93 |
D. E. Shaw & Co., Inc. | 33 | 33 | 0.00% | 0.18% | 0.76% | Q3 2015 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.09% | 0.85% | Q4 2015 | Q3 2023 | 91 |
Citadel Advisors | 33 | 33 | 0.00% | 0.09% | 0.30% | Q3 2015 | Q3 2023 | 91 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.06% | 0.34% | Q3 2015 | Q3 2023 | 90 |
BARCLAYS PLC | 33 | 33 | 0.00% | 0.08% | 0.40% | Q3 2015 | Q3 2023 | 90 |
Walleye Trading LLC | 33 | 33 | 0.00% | 0.15% | 0.73% | Q3 2015 | Q3 2023 | 90 |
BNP PARIBAS FINANCIAL MARKETS | 33 | 33 | 0.00% | 0.11% | 0.44% | Q3 2015 | Q3 2023 | 89 |
WOLVERINE TRADING, LLC | 26 | 3 | 0.00% | 0.11% | 0.43% | Q2 2016 | Q3 2023 | 85 |
HSBC HOLDINGS PLC | 33 | 33 | 0.00% | 0.12% | 0.78% | Q3 2015 | Q3 2023 | 85 |
JANE STREET GROUP, LLC | 33 | 33 | 0.00% | 0.07% | 0.40% | Q3 2015 | Q3 2023 | 85 |
HAP Trading, LLC | 33 | 33 | 0.00% | 0.26% | 4.25% | Q3 2015 | Q3 2023 | 79 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.08% | 0.44% | Q3 2015 | Q3 2023 | 78 |
NOMURA HOLDINGS INC | 26 | 6 | 0.00% | 0.19% | 3.92% | Q3 2015 | Q3 2023 | 73 |
CAPITAL FUND MANAGEMENT S.A. | 26 | 1 | 0.00% | 0.26% | 1.00% | Q3 2015 | Q3 2023 | 72 |
CREDIT SUISSE AG/ | 33 | 33 | 0.00% | 0.12% | 0.41% | Q3 2015 | Q3 2023 | 71 |
Laurion Capital Management LP | 26 | 1 | 0.00% | 0.16% | 0.89% | Q3 2015 | Q3 2023 | 71 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.10% | 0.35% | Q3 2015 | Q3 2023 | 70 |
TWO SIGMA INVESTMENTS, LP | 31 | 1 | 0.00% | 0.14% | 0.85% | Q3 2015 | Q3 2023 | 69 |
Jefferies Group LLC | 29 | 29 | 0.00% | 0.03% | 0.15% | Q3 2015 | Q3 2022 | 69 |
TWO SIGMA SECURITIES, LLC | 24 | 24 | 0.01% | 0.17% | 1.30% | Q4 2017 | Q3 2023 | 66 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.15% | 0.70% | Q1 2016 | Q3 2023 | 64 |
Twin Tree Management, LP | 23 | 1 | 0.00% | 0.19% | 1.28% | Q3 2015 | Q2 2023 | 61 |
HighTower Advisors, LLC | 33 | 33 | 0.00% | 0.09% | 0.38% | Q3 2015 | Q3 2023 | 61 |
BALYASNY ASSET MANAGEMENT L.P. | 22 | 1 | 0.00% | 0.13% | 0.78% | Q3 2015 | Q3 2023 | 60 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.14% | 0.62% | Q3 2015 | Q3 2023 | 60 |
Creative Planning | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.15% | 0.51% | Q3 2018 | Q3 2023 | 58 |
Squarepoint Ops LLC | 20 | 2 | 0.00% | 0.11% | 0.73% | Q3 2015 | Q3 2023 | 57 |
PRELUDE CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.11% | 0.42% | Q3 2015 | Q2 2023 | 56 |
BANK OF MONTREAL /CAN/ | 30 | 2 | 0.00% | 0.19% | 1.24% | Q3 2015 | Q3 2023 | 55 |
CREDIT AGRICOLE S A | 33 | 33 | 0.00% | 0.28% | 0.90% | Q3 2015 | Q3 2023 | 52 |
Paloma Partners Management Co | 14 | 2 | 0.00% | 0.07% | 0.33% | Q3 2015 | Q3 2023 | 52 |
Centiva Capital, LP | 20 | 20 | 0.00% | 0.27% | 1.34% | Q4 2018 | Q3 2023 | 51 |
Daiwa Securities Group Inc. | 33 | 33 | 0.00% | 0.06% | 0.19% | Q3 2015 | Q3 2023 | 49 |
MARSHALL WACE, LLP | 20 | 1 | 0.00% | 0.21% | 1.67% | Q3 2015 | Q3 2023 | 49 |
M&T BANK CORP | 33 | 33 | 0.00% | 1.23% | 5.04% | Q3 2015 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 25 | 2 | 0.01% | 0.15% | 0.54% | Q3 2015 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.08% | 0.30% | Q4 2015 | Q3 2023 | 42 |
Kingsview Wealth Management, LLC | 18 | 6 | 0.00% | 0.23% | 0.92% | Q3 2017 | Q3 2023 | 40 |
CenterStar Asset Management, LLC | 11 | 2 | 0.00% | 0.34% | 2.19% | Q4 2017 | Q4 2022 | 40 |
J. Goldman & Co LP | 9 | 1 | 0.02% | 0.99% | 3.60% | Q4 2015 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.14% | 0.38% | Q4 2015 | Q3 2023 | 39 |
Marathon Partners Equity Management, LLC | 33 | 33 | 0.41% | 7.99% | 18.71% | Q3 2015 | Q3 2023 | 39 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.00% | 0.11% | 0.46% | Q3 2015 | Q3 2023 | 39 |
Private Advisor Group, LLC | 33 | 33 | 0.00% | 0.15% | 0.54% | Q3 2015 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 29 | 2 | 0.00% | 0.13% | 0.43% | Q4 2015 | Q3 2023 | 38 |
Laird Norton Wetherby Wealth Management, LLC | 33 | 33 | 0.01% | 0.24% | 0.61% | Q3 2015 | Q3 2023 | 38 |
HMS Capital Management, LLC | 22 | 22 | 0.04% | 0.93% | 2.53% | Q3 2016 | Q4 2021 | 38 |
NATIXIS | 33 | 33 | 0.00% | 0.19% | 0.74% | Q3 2015 | Q3 2023 | 37 |
Nuveen Asset Management, LLC | 33 | 33 | 0.00% | 0.37% | 1.20% | Q3 2015 | Q3 2023 | 36 |
Capula Management Ltd | 5 | 4 | 0.01% | 0.22% | 1.51% | Q2 2019 | Q3 2023 | 36 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 33 | 33 | 0.02% | 0.22% | 0.67% | Q3 2015 | Q3 2023 | 36 |
SCOTIA CAPITAL INC. | 30 | 2 | 0.01% | 0.13% | 0.34% | Q3 2015 | Q3 2023 | 36 |
CIBC WORLD MARKET INC. | 33 | 33 | 0.00% | 0.10% | 0.32% | Q3 2015 | Q3 2023 | 35 |
TCI Wealth Advisors, Inc. | 31 | 31 | 0.00% | 0.04% | 0.17% | Q3 2015 | Q1 2023 | 35 |
XR Securities LLC | 13 | 1 | 0.00% | 0.07% | 0.43% | Q2 2018 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 33 | 33 | 0.00% | 0.14% | 0.49% | Q3 2015 | Q3 2023 | 35 |
BlackRock Inc. | 33 | 33 | 0.00% | 0.27% | 0.67% | Q3 2015 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 33 | 33 | 0.00% | 0.19% | 0.48% | Q3 2015 | Q3 2023 | 35 |
Calamos Advisors LLC | 33 | 33 | 0.02% | 0.20% | 0.53% | Q3 2015 | Q3 2023 | 35 |
FULTON BANK, N.A. | 34 | 34 | 0.01% | 0.13% | 0.24% | Q3 2015 | Q4 2023 | 34 |
KLINGENSTEIN FIELDS & CO LP | 33 | 33 | 0.00% | 1.87% | 3.92% | Q3 2015 | Q3 2023 | 34 |
MUFG Securities EMEA plc | 14 | 1 | 0.00% | 0.31% | 3.12% | Q3 2017 | Q3 2023 | 34 |
DnB Asset Management AS | 34 | 34 | 0.07% | 0.19% | 0.89% | Q3 2015 | Q4 2023 | 34 |
BROWN ADVISORY INC | 33 | 33 | 0.00% | 1.24% | 2.24% | Q3 2015 | Q3 2023 | 34 |
ALLIANCEBERNSTEIN L.P. | 33 | 33 | 0.01% | 0.46% | 1.06% | Q3 2015 | Q3 2023 | 34 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.59% | 1.90% | Q4 2016 | Q3 2023 | 34 |
BALDWIN BROTHERS LLC/MA | 34 | 34 | 0.06% | 2.20% | 3.89% | Q3 2015 | Q4 2023 | 34 |
Financial Architects, Inc | 25 | 25 | 0.00% | 0.05% | 0.21% | Q1 2016 | Q1 2022 | 34 |
EVERGREEN CAPITAL MANAGEMENT LLC | 33 | 33 | 0.00% | 0.30% | 0.66% | Q3 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 33 | 33 | 0.00% | 0.26% | 0.66% | Q3 2015 | Q3 2023 | 34 |
COMMERCE BANK | 33 | 33 | 0.01% | 0.06% | 0.21% | Q3 2015 | Q3 2023 | 33 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 33 | 33 | 0.06% | 1.64% | 11.93% | Q3 2015 | Q3 2023 | 33 |
Newman Dignan & Sheerar, Inc. | 33 | 33 | 0.02% | 0.26% | 0.69% | Q3 2015 | Q3 2023 | 33 |
ClearBridge Investments | 33 | 33 | 0.02% | 0.30% | 0.69% | Q3 2015 | Q3 2023 | 33 |
AlphaMark Advisors, LLC | 33 | 33 | 0.02% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 33 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 33 | 33 | 0.01% | 0.10% | 0.49% | Q3 2015 | Q3 2023 | 33 |
AMERICAN INTERNATIONAL GROUP, INC. | 33 | 33 | 0.06% | 0.22% | 0.64% | Q3 2015 | Q3 2023 | 33 |
INVESTMENT HOUSE LLC | 33 | 33 | 0.72% | 1.93% | 4.02% | Q3 2015 | Q3 2023 | 33 |
Sky Investment Group LLC | 33 | 33 | 0.08% | 0.17% | 0.34% | Q3 2015 | Q3 2023 | 33 |
STATE OF WISCONSIN INVESTMENT BOARD | 33 | 33 | 0.16% | 0.36% | 0.63% | Q3 2015 | Q3 2023 | 33 |
Advisors Capital Management, LLC | 33 | 33 | 0.02% | 0.81% | 1.43% | Q3 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
IMS Capital Management | 33 | 33 | 0.26% | 1.11% | 1.92% | Q3 2015 | Q3 2023 | 33 |
SOL Capital Management CO | 33 | 33 | 0.25% | 0.52% | 1.02% | Q3 2015 | Q3 2023 | 33 |
BNP Paribas Asset Management Holding S.A. | 33 | 33 | 0.05% | 0.25% | 0.52% | Q3 2015 | Q3 2023 | 33 |
SEI INVESTMENTS CO | 33 | 33 | 0.10% | 0.30% | 0.50% | Q3 2015 | Q3 2023 | 33 |
ROCKY MOUNTAIN ADVISERS, LLC | 33 | 33 | 0.01% | 0.01% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Highlander Capital Management, LLC | 33 | 33 | 0.01% | 0.14% | 0.30% | Q3 2015 | Q3 2023 | 33 |
Norinchukin Bank, The | 33 | 33 | 0.08% | 0.22% | 0.49% | Q3 2015 | Q3 2023 | 33 |
Perkins Coie Trust Co | 33 | 33 | 0.01% | 0.89% | 1.76% | Q3 2015 | Q3 2023 | 33 |
DIMENSIONAL FUND ADVISORS LP | 33 | 33 | 0.04% | 0.08% | 0.18% | Q3 2015 | Q3 2023 | 33 |
MCRAE CAPITAL MANAGEMENT INC | 33 | 33 | 1.88% | 4.19% | 7.04% | Q3 2015 | Q3 2023 | 33 |
MV CAPITAL MANAGEMENT, INC. | 33 | 33 | 0.03% | 0.11% | 0.30% | Q3 2015 | Q3 2023 | 33 |
Meiji Yasuda Asset Management Co Ltd. | 33 | 33 | 0.06% | 0.22% | 0.78% | Q3 2015 | Q3 2023 | 33 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 33 | 33 | 0.02% | 0.12% | 0.25% | Q3 2015 | Q3 2023 | 33 |
Analyst IMS Investment Management Services Ltd. | 33 | 33 | 0.04% | 0.37% | 0.54% | Q3 2015 | Q3 2023 | 33 |
FUKOKU MUTUAL LIFE INSURANCE Co | 33 | 33 | 0.03% | 0.09% | 0.27% | Q3 2015 | Q3 2023 | 33 |
Glassman Wealth Services | 33 | 33 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
AMERICAN CENTURY COMPANIES INC | 33 | 33 | 0.00% | 0.59% | 1.44% | Q3 2015 | Q3 2023 | 33 |
Lindsell Train | 33 | 33 | 6.24% | 11.80% | 15.94% | Q3 2015 | Q3 2023 | 33 |
TCTC Holdings, LLC | 33 | 33 | 0.25% | 0.62% | 1.16% | Q3 2015 | Q3 2023 | 33 |
FIRST MANHATTAN CO. LLC. | 33 | 33 | 0.01% | 0.50% | 0.98% | Q3 2015 | Q3 2023 | 33 |
PINNACLE ASSOCIATES LTD | 33 | 33 | 0.01% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 33 |
FIDUCIARY TRUST CO | 33 | 33 | 0.01% | 0.08% | 0.33% | Q3 2015 | Q3 2023 | 33 |
TRILLIUM ASSET MANAGEMENT, LLC | 33 | 33 | 0.69% | 1.68% | 2.91% | Q3 2015 | Q3 2023 | 33 |
NORTH STAR ASSET MANAGEMENT INC | 33 | 33 | 0.34% | 1.28% | 2.47% | Q3 2015 | Q3 2023 | 33 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 33 | 33 | 0.11% | 0.26% | 0.53% | Q3 2015 | Q3 2023 | 33 |
FMR LLC | 33 | 33 | 0.03% | 0.54% | 1.09% | Q3 2015 | Q3 2023 | 33 |
Tradewinds Capital Management, LLC | 33 | 33 | 0.01% | 0.06% | 0.11% | Q3 2015 | Q3 2023 | 33 |
EVERENCE CAPITAL MANAGEMENT INC | 33 | 33 | 0.13% | 0.38% | 0.79% | Q3 2015 | Q3 2023 | 33 |
NJ State Employees Deferred Compensation Plan | 33 | 33 | 0.17% | 0.43% | 0.97% | Q3 2015 | Q3 2023 | 33 |
State of New Jersey Common Pension Fund D | 33 | 33 | 0.02% | 0.29% | 0.63% | Q3 2015 | Q3 2023 | 33 |
PEOPLES FINANCIAL SERVICES CORP. | 33 | 33 | 0.01% | 0.25% | 1.07% | Q3 2015 | Q3 2023 | 33 |
PITCAIRN CO | 33 | 33 | 0.10% | 0.39% | 0.70% | Q3 2015 | Q3 2023 | 33 |
DAVENPORT & Co LLC | 32 | 32 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.18% | 0.39% | 0.78% | Q3 2015 | Q3 2023 | 33 |
EagleClaw Capital Managment, LLC | 33 | 33 | 0.75% | 2.52% | 4.53% | Q3 2015 | Q3 2023 | 33 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 33 | 33 | 0.31% | 0.88% | 2.24% | Q3 2015 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 33 | 33 | 0.01% | 0.07% | 0.22% | Q3 2015 | Q3 2023 | 33 |
WESTPAC BANKING CORP | 33 | 33 | 0.09% | 0.40% | 0.75% | Q3 2015 | Q3 2023 | 33 |
ARROW FINANCIAL CORP | 33 | 33 | 0.04% | 0.71% | 1.56% | Q3 2015 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 33 | 33 | 0.02% | 0.11% | 0.24% | Q3 2015 | Q3 2023 | 33 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 33 | 33 | 0.00% | 0.22% | 0.94% | Q3 2015 | Q3 2023 | 33 |
FIFTH THIRD BANCORP | 33 | 33 | 0.01% | 0.10% | 0.40% | Q3 2015 | Q3 2023 | 33 |
Roundview Capital LLC | 33 | 33 | 0.11% | 0.63% | 0.92% | Q3 2015 | Q3 2023 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 33 | 33 | 0.24% | 0.94% | 1.95% | Q3 2015 | Q3 2023 | 33 |
Hosking Partners LLP | 33 | 33 | 0.71% | 2.27% | 3.84% | Q3 2015 | Q3 2023 | 33 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 33 | 33 | 0.08% | 0.20% | 0.46% | Q3 2015 | Q3 2023 | 33 |
MOUNT VERNON ASSOCIATES INC /MD/ | 33 | 33 | 1.33% | 4.05% | 7.34% | Q3 2015 | Q3 2023 | 33 |
Tredje AP-fonden | 33 | 33 | 0.03% | 0.40% | 1.36% | Q3 2015 | Q3 2023 | 33 |
TWIN CAPITAL MANAGEMENT INC | 33 | 33 | 0.08% | 0.18% | 0.29% | Q3 2015 | Q3 2023 | 33 |
CONNING INC. | 33 | 33 | 0.02% | 0.07% | 0.16% | Q3 2015 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.05% | 0.18% | 0.50% | Q3 2015 | Q3 2023 | 33 |
Ameritas Investment Partners, Inc. | 33 | 33 | 0.15% | 0.39% | 0.77% | Q3 2015 | Q3 2023 | 33 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 33 | 33 | 0.02% | 0.54% | 1.22% | Q3 2015 | Q3 2023 | 33 |
Sumitomo Mitsui Trust Holdings, Inc. | 33 | 33 | 0.14% | 0.41% | 0.95% | Q3 2015 | Q3 2023 | 33 |
CITY HOLDING CO | 33 | 33 | 0.01% | 0.31% | 1.37% | Q3 2015 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 33 | 33 | 0.02% | 0.08% | 0.26% | Q3 2015 | Q3 2023 | 33 |
SENTRY INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.06% | 0.39% | 0.92% | Q3 2015 | Q3 2023 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 33 | 33 | 0.01% | 0.48% | 0.98% | Q3 2015 | Q3 2023 | 33 |
ROBERTS GLORE & CO INC /IL/ | 33 | 33 | 0.27% | 0.47% | 0.76% | Q3 2015 | Q3 2023 | 33 |
Wunderlich Capital Managemnt | 33 | 33 | 0.37% | 1.29% | 2.59% | Q3 2015 | Q3 2023 | 33 |
YHB Investment Advisors, Inc. | 33 | 33 | 0.21% | 0.87% | 1.79% | Q3 2015 | Q3 2023 | 33 |
Allianz Asset Management GmbH | 33 | 33 | 0.00% | 0.35% | 1.16% | Q3 2015 | Q3 2023 | 33 |
Gulf International Bank (UK) Ltd | 33 | 33 | 0.16% | 0.40% | 0.87% | Q3 2015 | Q3 2023 | 33 |
MERIDIAN MANAGEMENT CO | 33 | 33 | 0.53% | 1.37% | 1.85% | Q3 2015 | Q3 2023 | 33 |
Mitsubishi UFJ Asset Management Co., Ltd. | 33 | 33 | 0.14% | 0.41% | 0.75% | Q3 2015 | Q3 2023 | 33 |
BANQUE PICTET & CIE SA | 33 | 33 | 0.03% | 0.10% | 0.20% | Q3 2015 | Q3 2023 | 33 |
NATIXIS ADVISORS, L.P. | 33 | 33 | 0.13% | 0.29% | 0.56% | Q3 2015 | Q3 2023 | 33 |
BROWN BROTHERS HARRIMAN & CO | 33 | 33 | 0.04% | 1.35% | 4.02% | Q3 2015 | Q3 2023 | 33 |
Neuberger Berman Group LLC | 33 | 33 | 0.01% | 0.18% | 0.53% | Q3 2015 | Q3 2023 | 33 |
HOERTKORN RICHARD CHARLES | 33 | 33 | 1.52% | 3.22% | 5.07% | Q3 2015 | Q3 2023 | 33 |
GAMCO INVESTORS, INC. ET AL | 33 | 33 | 0.01% | 0.19% | 0.39% | Q3 2015 | Q3 2023 | 33 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 33 | 33 | 0.18% | 0.40% | 0.89% | Q3 2015 | Q3 2023 | 33 |
Moreno Evelyn V | 33 | 33 | 0.06% | 0.58% | 1.79% | Q3 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
PEDDOCK CAPITAL ADVISORS, LLC | 33 | 33 | 0.12% | 0.43% | 0.95% | Q3 2015 | Q3 2023 | 33 |
VOYA INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.05% | 0.24% | 1.17% | Q3 2015 | Q3 2023 | 33 |
Asset Management One Co., Ltd. | 33 | 33 | 0.07% | 0.33% | 0.67% | Q3 2015 | Q3 2023 | 33 |
Legal & General Group Plc | 33 | 33 | 0.14% | 0.33% | 0.71% | Q3 2015 | Q3 2023 | 33 |
BURNS J W & CO INC/NY | 33 | 33 | 0.04% | 0.82% | 2.29% | Q3 2015 | Q3 2023 | 33 |
Mitsubishi UFJ Trust & Banking Corp | 33 | 33 | 0.12% | 0.26% | 0.43% | Q3 2015 | Q3 2023 | 33 |
Chevy Chase Trust Holdings, LLC | 33 | 33 | 0.15% | 0.38% | 0.78% | Q3 2015 | Q3 2023 | 33 |
PROFESSIONAL ADVISORY SERVICES INC | 33 | 33 | 1.63% | 2.68% | 3.68% | Q3 2015 | Q3 2023 | 33 |
Provident Investment Management, Inc. | 33 | 33 | 0.14% | 0.43% | 0.82% | Q3 2015 | Q3 2023 | 33 |
Sandy Spring Bank | 33 | 33 | 0.01% | 0.34% | 0.90% | Q3 2015 | Q3 2023 | 33 |
GREAT LAKES ADVISORS, LLC | 33 | 33 | 0.03% | 0.13% | 0.78% | Q3 2015 | Q3 2023 | 33 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 33 | 33 | 0.16% | 0.38% | 0.80% | Q3 2015 | Q3 2023 | 33 |
AIMZ Investment Advisors, LLC | 33 | 33 | 0.18% | 0.81% | 1.79% | Q3 2015 | Q3 2023 | 33 |
FAYEZ SAROFIM & CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
D.A. DAVIDSON & CO. | 33 | 33 | 0.08% | 0.12% | 0.22% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.06% | 0.18% | Q3 2015 | Q3 2023 | 33 |
VAN ECK ASSOCIATES CORP | 33 | 33 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 33 |
1ST SOURCE BANK | 33 | 33 | 0.09% | 0.28% | 0.59% | Q3 2015 | Q3 2023 | 33 |
Temasek Holdings (Private) Ltd | 33 | 33 | 1.48% | 4.49% | 9.76% | Q3 2015 | Q3 2023 | 33 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 33 | 33 | 0.09% | 0.26% | 0.66% | Q3 2015 | Q3 2023 | 33 |
MARCO INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.28% | 0.83% | 1.59% | Q3 2015 | Q3 2023 | 33 |
Verition Fund Management LLC | 9 | 1 | 0.01% | 0.30% | 1.61% | Q2 2016 | Q3 2023 | 33 |
Cohen Klingenstein LLC | 33 | 33 | 0.06% | 0.58% | 1.78% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33 | 33 | 0.15% | 0.37% | 0.82% | Q3 2015 | Q3 2023 | 33 |
GABELLI FUNDS LLC | 33 | 33 | 0.02% | 0.30% | 0.78% | Q3 2015 | Q3 2023 | 33 |
NISA INVESTMENT ADVISORS, LLC | 33 | 33 | 0.15% | 0.38% | 0.77% | Q3 2015 | Q3 2023 | 33 |
Renaissance Investment Group LLC | 33 | 33 | 1.12% | 3.02% | 5.65% | Q3 2015 | Q3 2023 | 33 |
PARSONS CAPITAL MANAGEMENT INC/RI | 33 | 33 | 0.04% | 0.30% | 0.65% | Q3 2015 | Q3 2023 | 33 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 33 | 33 | 0.05% | 0.17% | 0.48% | Q3 2015 | Q3 2023 | 33 |
METROPOLITAN LIFE INSURANCE CO/NY | 33 | 33 | 0.14% | 0.36% | 0.81% | Q3 2015 | Q3 2023 | 33 |
NEW YORK STATE COMMON RETIREMENT FUND | 33 | 33 | 0.14% | 0.34% | 0.69% | Q3 2015 | Q3 2023 | 33 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 33 | 33 | 0.58% | 2.00% | 3.45% | Q3 2015 | Q3 2023 | 33 |
STATE STREET CORP | 33 | 33 | 0.14% | 0.32% | 0.69% | Q3 2015 | Q3 2023 | 33 |
Capital Investment Services of America, Inc. | 33 | 33 | 1.46% | 2.53% | 4.27% | Q3 2015 | Q3 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 33 | 33 | 0.01% | 0.09% | 0.24% | Q3 2015 | Q3 2023 | 33 |
MORGAN STANLEY | 33 | 33 | 0.04% | 0.19% | 0.46% | Q3 2015 | Q3 2023 | 33 |
BOURGEON CAPITAL MANAGEMENT LLC | 33 | 33 | 1.06% | 2.18% | 3.76% | Q3 2015 | Q3 2023 | 33 |
US BANCORP \DE\ | 33 | 33 | 0.04% | 0.16% | 0.47% | Q3 2015 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 33 | 33 | 0.02% | 0.07% | 0.19% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES TRUST N.A. | 33 | 33 | 0.03% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 33 |
KEYBANK NATIONAL ASSOCIATION/OH | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
GLENMEDE TRUST CO NA | 33 | 33 | 0.14% | 0.71% | 1.23% | Q3 2015 | Q3 2023 | 33 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 33 | 33 | 0.15% | 0.37% | 0.78% | Q3 2015 | Q3 2023 | 33 |
Retirement Systems of Alabama | 33 | 33 | 0.12% | 0.39% | 0.88% | Q3 2015 | Q3 2023 | 33 |
ANCHOR CAPITAL ADVISORS LLC | 33 | 33 | 0.03% | 0.57% | 1.10% | Q3 2015 | Q3 2023 | 33 |
Candriam S.C.A. | 33 | 33 | 0.15% | 0.51% | 1.14% | Q3 2015 | Q3 2023 | 33 |
CORTLAND ASSOCIATES INC/MO | 33 | 33 | 2.40% | 5.32% | 8.00% | Q3 2015 | Q3 2023 | 33 |
Louisiana State Employees Retirement System | 33 | 33 | 0.13% | 0.34% | 0.95% | Q3 2015 | Q3 2023 | 33 |
NOMURA ASSET MANAGEMENT CO LTD | 33 | 33 | 0.17% | 0.49% | 1.22% | Q3 2015 | Q3 2023 | 33 |
NEW ENGLAND ASSET MANAGEMENT INC | 33 | 33 | 0.03% | 0.08% | 0.27% | Q3 2015 | Q3 2023 | 33 |
Greenwich Wealth Management LLC | 33 | 33 | 0.32% | 0.52% | 0.98% | Q3 2015 | Q3 2023 | 33 |
FineMark National Bank & Trust | 33 | 33 | 0.02% | 0.15% | 0.49% | Q3 2015 | Q3 2023 | 33 |
Kentucky Retirement Systems | 33 | 33 | 0.18% | 0.43% | 0.94% | Q3 2015 | Q3 2023 | 33 |
APG Asset Management N.V. | 33 | 33 | 0.01% | 0.11% | 0.32% | Q3 2015 | Q3 2023 | 33 |
JONES FINANCIAL COMPANIES LLLP | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
FEDERATED HERMES, INC. | 33 | 33 | 0.01% | 0.12% | 0.28% | Q3 2015 | Q3 2023 | 33 |
SAYBROOK CAPITAL /NC | 33 | 33 | 1.63% | 5.17% | 11.05% | Q3 2015 | Q3 2023 | 33 |
PATTEN & PATTEN INC/TN | 33 | 33 | 0.47% | 1.30% | 2.41% | Q3 2015 | Q3 2023 | 33 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 33 | 33 | 0.01% | 0.26% | 0.51% | Q3 2015 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 33 | 33 | 0.02% | 0.21% | 0.50% | Q3 2015 | Q3 2023 | 33 |
South Dakota Investment Council | 33 | 33 | 0.23% | 0.45% | 0.97% | Q3 2015 | Q3 2023 | 33 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 33 | 33 | 0.07% | 0.34% | 1.41% | Q3 2015 | Q3 2023 | 33 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 33 | 33 | 0.01% | 0.10% | 0.34% | Q3 2015 | Q3 2023 | 33 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 33 | 33 | 1.60% | 3.86% | 7.38% | Q3 2015 | Q3 2023 | 33 |
PRUDENTIAL PLC | 33 | 33 | 0.01% | 0.06% | 0.42% | Q3 2015 | Q3 2023 | 33 |
PHILADELPHIA TRUST CO | 33 | 33 | 0.09% | 0.53% | 1.74% | Q3 2015 | Q3 2023 | 33 |
Oakworth Capital, Inc. | 33 | 33 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q3 2023 | 33 |
First Horizon Advisors, Inc. | 33 | 33 | 0.01% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 33 |
State of Tennessee, Treasury Department | 33 | 33 | 0.04% | 0.25% | 0.73% | Q3 2015 | Q3 2023 | 33 |
EULAV Asset Management | 33 | 33 | 0.15% | 0.60% | 0.95% | Q3 2015 | Q3 2023 | 33 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 33 | 33 | 0.12% | 0.37% | 0.72% | Q3 2015 | Q3 2023 | 33 |
GATEWAY INVESTMENT ADVISERS LLC | 33 | 33 | 0.27% | 0.54% | 1.15% | Q3 2015 | Q3 2023 | 33 |
AXA S.A. | 33 | 33 | 0.04% | 0.33% | 0.88% | Q3 2015 | Q3 2023 | 33 |
PINNACLE FINANCIAL PARTNERS INC | 33 | 33 | 0.05% | 0.53% | 0.97% | Q3 2015 | Q3 2023 | 33 |
RHUMBLINE ADVISERS | 33 | 33 | 0.16% | 0.35% | 0.74% | Q3 2015 | Q3 2023 | 33 |
GREATMARK INVESTMENT PARTNERS, INC. | 33 | 33 | 0.82% | 1.41% | 2.20% | Q3 2015 | Q3 2023 | 33 |
STRS OHIO | 33 | 33 | 0.13% | 0.51% | 1.04% | Q3 2015 | Q3 2023 | 33 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.03% | 0.31% | 0.65% | Q3 2015 | Q3 2023 | 33 |
Blume Capital Management, Inc. | 33 | 33 | 0.02% | 0.05% | 0.21% | Q3 2015 | Q3 2023 | 33 |
PANAGORA ASSET MANAGEMENT INC | 33 | 33 | 0.01% | 0.19% | 0.86% | Q3 2015 | Q3 2023 | 33 |
MAI Capital Management | 33 | 33 | 0.02% | 0.19% | 0.93% | Q3 2015 | Q3 2023 | 33 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 33 | 33 | 0.14% | 0.55% | 1.27% | Q3 2015 | Q3 2023 | 33 |
Bank Pictet & Cie (Europe) AG | 33 | 33 | 0.03% | 0.08% | 0.15% | Q3 2015 | Q3 2023 | 33 |
JACOBS & CO/CA | 33 | 33 | 0.59% | 1.57% | 2.88% | Q3 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 33 | 33 | 0.03% | 0.16% | 0.34% | Q3 2015 | Q3 2023 | 33 |
FRANKLIN RESOURCES INC | 33 | 33 | 0.00% | 0.16% | 0.67% | Q3 2015 | Q3 2023 | 33 |
Focused Wealth Management, Inc | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
FIRST TRUST ADVISORS LP | 33 | 33 | 0.18% | 0.69% | 1.17% | Q3 2015 | Q3 2023 | 33 |
PRINCIPAL FINANCIAL GROUP INC | 33 | 33 | 0.05% | 0.29% | 0.72% | Q3 2015 | Q3 2023 | 33 |
TORONTO DOMINION BANK | 33 | 33 | 0.00% | 0.15% | 0.40% | Q3 2015 | Q3 2023 | 33 |
SHELTON CAPITAL MANAGEMENT | 33 | 33 | 0.04% | 0.66% | 1.27% | Q3 2015 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 33 | 33 | 0.02% | 0.26% | 0.65% | Q3 2015 | Q3 2023 | 33 |
Kentucky Retirement Systems Insurance Trust Fund | 33 | 33 | 0.18% | 0.44% | 0.94% | Q3 2015 | Q3 2023 | 33 |
PROFUND ADVISORS LLC | 33 | 33 | 0.19% | 0.72% | 1.48% | Q3 2015 | Q3 2023 | 33 |
Horan Capital Advisors, LLC. | 33 | 33 | 0.78% | 1.61% | 2.44% | Q3 2015 | Q3 2023 | 33 |
PUTNAM INVESTMENTS LLC | 33 | 33 | 0.00% | 0.46% | 1.26% | Q3 2015 | Q3 2023 | 33 |
APPLETON PARTNERS INC/MA | 33 | 33 | 0.02% | 0.87% | 1.65% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.04% | 0.11% | 0.30% | Q3 2015 | Q3 2023 | 33 |
Capital Investment Advisors, LLC | 33 | 33 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q4 2023 | 33 |
TRUST CO OF VERMONT | 33 | 33 | 0.07% | 0.45% | 1.10% | Q3 2015 | Q3 2023 | 33 |
Robeco Institutional Asset Management B.V. | 33 | 33 | 0.12% | 0.49% | 1.36% | Q3 2015 | Q3 2023 | 33 |
BRYN MAWR TRUST Co | 33 | 33 | 0.02% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
OLD NATIONAL BANCORP /IN/ | 33 | 33 | 0.01% | 0.28% | 0.71% | Q3 2015 | Q3 2023 | 33 |
RBF Capital, LLC | 33 | 33 | 0.15% | 0.38% | 0.75% | Q3 2015 | Q3 2023 | 33 |
Swiss National Bank | 33 | 33 | 0.16% | 0.37% | 0.82% | Q3 2015 | Q3 2023 | 33 |
Capital Investment Counsel, Inc | 33 | 33 | 0.14% | 0.27% | 0.59% | Q3 2015 | Q3 2023 | 33 |
WELCH & FORBES LLC | 33 | 33 | 0.01% | 0.05% | 0.20% | Q3 2015 | Q3 2023 | 33 |
UBS ASSET MANAGEMENT AMERICAS INC | 33 | 33 | 0.12% | 0.34% | 0.80% | Q3 2015 | Q3 2023 | 33 |
UMB Bank, n.a. | 33 | 33 | 0.02% | 0.10% | 0.38% | Q3 2015 | Q3 2023 | 33 |
WHITE PINE CAPITAL LLC | 33 | 33 | 0.00% | 0.53% | 1.07% | Q3 2015 | Q3 2023 | 33 |
PRUDENTIAL FINANCIAL INC | 33 | 33 | 0.08% | 0.23% | 0.77% | Q3 2015 | Q3 2023 | 33 |
WHITTIER TRUST CO | 33 | 33 | 0.02% | 0.06% | 0.22% | Q3 2015 | Q3 2023 | 33 |
MACQUARIE GROUP LTD | 33 | 33 | 0.02% | 0.40% | 0.73% | Q3 2015 | Q3 2023 | 33 |
Alpha Cubed Investments, LLC | 33 | 33 | 0.02% | 0.37% | 1.12% | Q3 2015 | Q3 2023 | 33 |
AVIVA PLC | 33 | 33 | 0.17% | 0.45% | 0.89% | Q3 2015 | Q3 2023 | 33 |
OPPENHEIMER & CO INC | 33 | 33 | 0.08% | 0.28% | 0.78% | Q3 2015 | Q3 2023 | 33 |
Greenbrier Partners Capital Management, LLC | 33 | 33 | 2.71% | 6.86% | 12.02% | Q3 2015 | Q3 2023 | 33 |
Vision Capital Management, Inc. | 33 | 33 | 0.31% | 1.42% | 2.33% | Q3 2015 | Q3 2023 | 33 |
WEDBUSH SECURITIES INC | 33 | 33 | 0.09% | 0.40% | 1.05% | Q3 2015 | Q3 2023 | 33 |
KING LUTHER CAPITAL MANAGEMENT CORP | 33 | 33 | 0.52% | 1.36% | 2.55% | Q3 2015 | Q3 2023 | 33 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 33 | 33 | 0.62% | 1.25% | 2.26% | Q3 2015 | Q3 2023 | 33 |
CIBC Asset Management Inc | 33 | 33 | 0.04% | 0.11% | 0.25% | Q3 2015 | Q3 2023 | 33 |
SHEETS SMITH WEALTH MANAGEMENT | 33 | 33 | 0.06% | 0.20% | 0.34% | Q3 2015 | Q3 2023 | 33 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 33 | 33 | 0.11% | 0.55% | 1.36% | Q3 2015 | Q3 2023 | 33 |
KBC Group NV | 33 | 33 | 0.20% | 0.51% | 1.15% | Q3 2015 | Q3 2023 | 33 |
CULLEN/FROST BANKERS, INC. | 33 | 33 | 0.03% | 0.74% | 1.55% | Q3 2015 | Q3 2023 | 33 |
Guinness Atkinson Asset Management Inc | 33 | 33 | 2.11% | 3.66% | 5.08% | Q3 2015 | Q3 2023 | 33 |
Guinness Asset Management LTD | 33 | 33 | 0.44% | 0.94% | 1.55% | Q3 2015 | Q3 2023 | 33 |
Smithfield Trust Co | 33 | 33 | 0.03% | 0.09% | 0.19% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 33 | 0.01% | 0.08% | 0.20% | Q3 2015 | Q3 2023 | 33 |
CULLINAN ASSOCIATES INC | 33 | 33 | 0.09% | 0.47% | 1.07% | Q3 2015 | Q3 2023 | 33 |
Timber Creek Capital Management LLC | 33 | 33 | 0.14% | 1.30% | 2.07% | Q3 2015 | Q3 2023 | 33 |
GREENLEAF TRUST | 33 | 33 | 0.13% | 0.26% | 0.47% | Q3 2015 | Q3 2023 | 33 |
FRANKLIN STREET ADVISORS INC /NC | 33 | 33 | 1.06% | 2.40% | 4.02% | Q3 2015 | Q3 2023 | 33 |
Gradient Investments LLC | 33 | 33 | 0.03% | 0.23% | 0.75% | Q3 2015 | Q3 2023 | 33 |
Granite Investment Partners, LLC | 33 | 33 | 0.04% | 0.89% | 1.50% | Q3 2015 | Q3 2023 | 33 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 33 | 33 | 0.13% | 0.33% | 0.76% | Q3 2015 | Q3 2023 | 33 |
W.G. Shaheen & Associates DBA Whitney & Co | 33 | 33 | 0.73% | 1.70% | 3.10% | Q3 2015 | Q3 2023 | 33 |
LPL Financial LLC | 33 | 33 | 0.02% | 0.07% | 0.20% | Q3 2015 | Q3 2023 | 33 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 33 | 33 | 0.15% | 0.36% | 0.77% | Q3 2015 | Q3 2023 | 33 |
GHP Investment Advisors, Inc. | 33 | 33 | 0.09% | 0.23% | 0.51% | Q3 2015 | Q3 2023 | 33 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 33 | 33 | 0.07% | 0.38% | 1.04% | Q3 2015 | Q3 2023 | 33 |
Bray Capital Advisors | 33 | 33 | 0.28% | 1.71% | 2.91% | Q3 2015 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 33 | 33 | 0.11% | 0.95% | 2.23% | Q3 2015 | Q3 2023 | 33 |
ZEVIN ASSET MANAGEMENT LLC | 33 | 33 | 0.12% | 0.70% | 1.70% | Q3 2015 | Q3 2023 | 33 |
Manchester Capital Management LLC | 33 | 33 | 0.03% | 0.09% | 0.25% | Q3 2015 | Q3 2023 | 33 |
SVB WEALTH LLC | 33 | 33 | 0.01% | 0.06% | 0.23% | Q3 2015 | Q3 2023 | 33 |
AQR Capital Management | 33 | 33 | 0.00% | 0.10% | 0.32% | Q3 2015 | Q3 2023 | 33 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 33 | 33 | 0.03% | 0.16% | 0.36% | Q3 2015 | Q3 2023 | 33 |
FLOSSBACH VON STORCH AG | 33 | 33 | 0.12% | 0.91% | 2.06% | Q3 2015 | Q3 2023 | 33 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 33 | 33 | 0.01% | 0.26% | 0.59% | Q3 2015 | Q3 2023 | 33 |
CENTRAL BANK & TRUST CO | 33 | 33 | 0.01% | 0.04% | 0.33% | Q3 2015 | Q3 2023 | 33 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 33 | 33 | 0.05% | 0.38% | 0.76% | Q3 2015 | Q3 2023 | 33 |
SYNOVUS FINANCIAL CORP | 33 | 33 | 0.02% | 0.09% | 0.25% | Q3 2015 | Q3 2023 | 33 |
CIM INVESTMENT MANAGEMENT INC | 33 | 33 | 0.19% | 0.45% | 0.92% | Q3 2015 | Q3 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.15% | 0.35% | 0.75% | Q3 2015 | Q3 2023 | 33 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 33 | 33 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
NORDEA INVESTMENT MANAGEMENT AB | 33 | 33 | 0.02% | 0.11% | 0.33% | Q3 2015 | Q3 2023 | 33 |
Wellington Shields Capital Management, LLC | 33 | 33 | 0.02% | 0.20% | 0.59% | Q3 2015 | Q3 2023 | 33 |
OLD SECOND NATIONAL BANK OF AURORA | 33 | 33 | 0.34% | 1.24% | 1.90% | Q3 2015 | Q3 2023 | 33 |
TEXAS PERMANENT SCHOOL FUND CORP | 33 | 33 | 0.13% | 0.31% | 0.66% | Q3 2015 | Q3 2023 | 33 |
Rafferty Asset Management, LLC | 33 | 33 | 0.16% | 0.35% | 0.99% | Q3 2015 | Q3 2023 | 33 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 33 | 33 | 0.05% | 0.21% | 0.37% | Q3 2015 | Q3 2023 | 33 |
EVERETT HARRIS & CO /CA/ | 33 | 33 | 0.06% | 0.18% | 0.39% | Q3 2015 | Q3 2023 | 33 |
Fernwood Investment Management, LLC | 33 | 33 | 0.16% | 0.39% | 0.73% | Q3 2015 | Q3 2023 | 33 |
PLATINUM INVESTMENT MANAGEMENT LTD | 33 | 33 | 0.02% | 1.92% | 6.56% | Q3 2015 | Q3 2023 | 33 |
WHITTIER TRUST CO OF NEVADA INC | 33 | 33 | 0.01% | 0.04% | 0.16% | Q3 2015 | Q3 2023 | 33 |
NOVARE CAPITAL MANAGEMENT LLC | 33 | 33 | 0.04% | 1.04% | 1.52% | Q3 2015 | Q3 2023 | 33 |
PRIMECAP MANAGEMENT CO/CA/ | 33 | 33 | 0.09% | 0.25% | 0.49% | Q3 2015 | Q3 2023 | 33 |
CENTRAL TRUST Co | 33 | 33 | 0.02% | 0.26% | 0.63% | Q3 2015 | Q3 2023 | 33 |
JANUS HENDERSON GROUP PLC | 33 | 33 | 0.01% | 0.20% | 0.44% | Q3 2015 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.05% | 0.15% | 0.35% | Q3 2015 | Q3 2023 | 33 |
Barton Investment Management | 33 | 33 | 2.79% | 5.28% | 8.31% | Q3 2015 | Q3 2023 | 33 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 33 | 33 | 0.49% | 0.99% | 1.80% | Q3 2015 | Q3 2023 | 33 |
ROYCE & ASSOCIATES LP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Livforsakringsbolaget Skandia, Omsesidigt | 33 | 33 | 0.08% | 0.37% | 0.90% | Q3 2015 | Q3 2023 | 33 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 33 | 33 | 0.09% | 0.21% | 0.44% | Q3 2015 | Q3 2023 | 33 |
Utah Retirement Systems | 33 | 33 | 0.16% | 0.39% | 0.84% | Q3 2015 | Q3 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 33 | 33 | 0.09% | 0.30% | 0.57% | Q3 2015 | Q3 2023 | 33 |
CANADA PENSION PLAN INVESTMENT BOARD | 33 | 33 | 0.00% | 0.15% | 0.38% | Q3 2015 | Q3 2023 | 33 |
Mirae Asset Global Investments Co., Ltd. | 33 | 33 | 0.03% | 0.35% | 0.88% | Q3 2015 | Q3 2023 | 33 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 33 | 33 | 1.37% | 3.69% | 7.08% | Q3 2015 | Q3 2023 | 33 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 33 | 33 | 0.12% | 0.67% | 1.66% | Q3 2015 | Q3 2023 | 33 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 33 | 33 | 0.06% | 1.17% | 2.21% | Q3 2015 | Q3 2023 | 33 |
NORTHERN TRUST CORP | 33 | 33 | 0.13% | 0.30% | 0.66% | Q3 2015 | Q3 2023 | 33 |
VANGUARD GROUP INC | 33 | 33 | 0.08% | 0.31% | 0.68% | Q3 2015 | Q3 2023 | 33 |
Mariner, LLC | 33 | 33 | 0.03% | 0.08% | 0.29% | Q3 2015 | Q3 2023 | 33 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 33 | 33 | 0.10% | 0.41% | 0.68% | Q3 2015 | Q3 2023 | 33 |
American Trust Investment Advisors, LLC | 33 | 33 | 0.35% | 2.02% | 3.89% | Q3 2015 | Q3 2023 | 33 |
Advisors Asset Management, Inc. | 33 | 33 | 0.06% | 0.65% | 1.81% | Q3 2015 | Q3 2023 | 33 |
CIBC Private Wealth Group, LLC | 33 | 33 | 0.01% | 0.14% | 0.41% | Q3 2015 | Q3 2023 | 33 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 33 | 33 | 0.10% | 0.32% | 0.91% | Q3 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.11% | 0.42% | 0.83% | Q3 2015 | Q3 2023 | 33 |
Aristotle Capital Management, LLC | 33 | 33 | 0.02% | 1.99% | 3.88% | Q3 2015 | Q3 2023 | 33 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.12% | 0.41% | 0.77% | Q3 2015 | Q3 2023 | 33 |
BESSEMER GROUP INC | 33 | 33 | 0.00% | 0.14% | 1.04% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q4 2023 | 33 |
GOODNOW INVESTMENT GROUP, LLC | 33 | 33 | 4.33% | 6.87% | 11.82% | Q3 2015 | Q3 2023 | 33 |
JNBA Financial Advisors | 33 | 33 | 0.00% | 0.02% | 0.28% | Q3 2015 | Q3 2023 | 33 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 33 | 33 | 0.03% | 0.28% | 0.77% | Q3 2015 | Q3 2023 | 33 |
GRANDFIELD & DODD, LLC | 33 | 33 | 1.16% | 2.49% | 4.86% | Q3 2015 | Q3 2023 | 33 |
ProShare Advisors LLC | 33 | 33 | 0.06% | 0.46% | 1.08% | Q3 2015 | Q3 2023 | 33 |
Hills Bank & Trust Co | 33 | 33 | 0.06% | 0.34% | 0.57% | Q3 2015 | Q3 2023 | 33 |
Linscomb & Williams, Inc. | 33 | 33 | 0.05% | 0.13% | 0.31% | Q3 2015 | Q3 2023 | 33 |
SG Americas Securities, LLC | 33 | 33 | 0.00% | 0.10% | 0.50% | Q3 2015 | Q3 2023 | 33 |
Allworth Financial LP | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
SECURIAN ASSET MANAGEMENT, INC | 33 | 33 | 0.11% | 0.27% | 0.61% | Q3 2015 | Q3 2023 | 33 |
AMALGAMATED BANK | 33 | 33 | 0.14% | 0.35% | 0.67% | Q3 2015 | Q3 2023 | 33 |
Wedgewood Partners | 33 | 33 | 2.36% | 4.76% | 7.53% | Q3 2015 | Q3 2023 | 33 |
Bangor Savings Bank | 33 | 33 | 0.01% | 0.20% | 0.34% | Q3 2015 | Q3 2023 | 33 |
TCW GROUP INC | 33 | 33 | 0.02% | 1.37% | 3.47% | Q3 2015 | Q3 2023 | 33 |
Hartford Financial Management Inc. | 33 | 33 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Buckingham Capital Management, Inc. | 33 | 33 | 0.12% | 0.87% | 1.90% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.10% | 0.26% | 0.58% | Q3 2015 | Q3 2023 | 33 |
Arizona State Retirement System | 33 | 33 | 0.14% | 0.31% | 0.74% | Q3 2015 | Q3 2023 | 33 |
Fisher Asset Management, LLC | 33 | 33 | 0.02% | 0.60% | 2.12% | Q3 2015 | Q3 2023 | 33 |
RWC Asset Management LLP | 33 | 33 | 0.04% | 1.13% | 2.39% | Q3 2015 | Q3 2023 | 33 |
Rathbones Group PLC | 33 | 33 | 0.19% | 1.50% | 2.80% | Q3 2015 | Q3 2023 | 33 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 33 | 33 | 0.11% | 0.32% | 0.75% | Q3 2015 | Q3 2023 | 33 |
DODGE & COX | 33 | 33 | 0.00% | 0.05% | 0.50% | Q3 2015 | Q3 2023 | 33 |
Invesco Ltd. | 33 | 33 | 0.09% | 0.37% | 0.67% | Q3 2015 | Q3 2023 | 33 |
Argent Trust Co | 33 | 33 | 0.08% | 0.24% | 0.63% | Q3 2015 | Q3 2023 | 33 |
TD ASSET MANAGEMENT INC | 32 | 32 | 0.03% | 0.17% | 0.44% | Q4 2015 | Q3 2023 | 32 |
MCF Advisors LLC | 25 | 7 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 32 |
Employees Retirement System of Texas | 32 | 32 | 0.01% | 0.46% | 1.11% | Q3 2015 | Q2 2023 | 32 |
MOTCO | 32 | 32 | 0.00% | 0.52% | 0.84% | Q4 2015 | Q3 2023 | 32 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 32 | 32 | 0.16% | 0.40% | 0.87% | Q4 2015 | Q3 2023 | 32 |
Catalyst Capital Advisors LLC | 32 | 32 | 0.00% | 0.13% | 0.80% | Q4 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 32 | 0.00% | 0.14% | 0.41% | Q4 2015 | Q3 2023 | 32 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 1 | 0.00% | 4.17% | 8.48% | Q3 2015 | Q3 2023 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.01% | 0.53% | 2.03% | Q4 2015 | Q3 2023 | 32 |
WESTWOOD HOLDINGS GROUP INC | 16 | 16 | 0.01% | 0.17% | 0.76% | Q3 2015 | Q3 2023 | 32 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 2 | 0.12% | 2.09% | 4.29% | Q3 2015 | Q3 2023 | 32 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 32 | 0.38% | 0.66% | 1.00% | Q4 2015 | Q3 2023 | 32 |
BRADLEY FOSTER & SARGENT INC/CT | 19 | 13 | 0.04% | 0.15% | 0.45% | Q3 2015 | Q3 2023 | 32 |
CIBC WORLD MARKETS CORP | 32 | 32 | 0.04% | 0.34% | 1.39% | Q4 2015 | Q3 2023 | 32 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.00% | 0.08% | 0.64% | Q3 2015 | Q3 2023 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.03% | 0.12% | 0.27% | Q4 2015 | Q3 2023 | 32 |
COURIER CAPITAL LLC | 32 | 32 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Nitorum Capital, L.P. | 32 | 32 | 1.34% | 4.56% | 7.88% | Q4 2015 | Q3 2023 | 32 |
BOKF, NA | 23 | 9 | 0.02% | 0.15% | 0.40% | Q3 2015 | Q3 2023 | 32 |
WESBANCO BANK INC | 21 | 11 | 0.05% | 0.58% | 1.18% | Q3 2015 | Q3 2023 | 32 |
North Star Investment Management Corp. | 32 | 32 | 0.01% | 0.07% | 0.28% | Q4 2015 | Q3 2023 | 32 |
FDx Advisors, Inc. | 32 | 32 | 0.02% | 0.68% | 1.86% | Q4 2015 | Q3 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 23 | 9 | 0.01% | 0.07% | 0.32% | Q3 2015 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.19% | 0.39% | 0.77% | Q4 2015 | Q4 2023 | 32 |
JUPITER ASSET MANAGEMENT LTD | 32 | 32 | 0.03% | 0.69% | 1.89% | Q4 2015 | Q3 2023 | 32 |
ISTHMUS PARTNERS, LLC | 18 | 14 | 0.16% | 1.47% | 2.54% | Q3 2015 | Q3 2023 | 32 |
Korea Investment CORP | 30 | 2 | 0.00% | 0.41% | 1.02% | Q3 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 32 | 32 | 0.01% | 0.12% | 0.31% | Q4 2015 | Q3 2023 | 32 |
Marble Harbor Investment Counsel, LLC | 16 | 16 | 0.89% | 2.19% | 4.77% | Q3 2015 | Q3 2023 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 12 | 0.04% | 0.48% | 1.94% | Q3 2015 | Q3 2023 | 32 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 32 | 0.39% | 1.43% | 2.99% | Q4 2015 | Q3 2023 | 32 |
NewSquare Capital LLC | 32 | 32 | 0.00% | 0.04% | 0.42% | Q4 2015 | Q3 2023 | 32 |
THOMAS WHITE INTERNATIONAL LTD | 32 | 32 | 0.04% | 0.14% | 0.36% | Q3 2015 | Q2 2023 | 32 |
HUNTINGTON NATIONAL BANK | 30 | 2 | 0.09% | 0.42% | 0.84% | Q3 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.02% | 0.31% | 1.08% | Q4 2015 | Q3 2023 | 32 |
SHELL ASSET MANAGEMENT CO | 32 | 32 | 0.06% | 0.39% | 1.33% | Q4 2015 | Q3 2023 | 32 |
Penserra Capital Management LLC | 32 | 32 | 0.04% | 0.74% | 2.47% | Q4 2015 | Q3 2023 | 32 |
Family Capital Trust Co | 32 | 32 | 0.67% | 1.53% | 3.17% | Q3 2015 | Q2 2023 | 32 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 32 | 32 | 0.01% | 0.51% | 2.26% | Q4 2015 | Q3 2023 | 32 |
PineBridge Investments, L.P. | 20 | 12 | 0.00% | 0.26% | 0.62% | Q3 2015 | Q3 2023 | 32 |
LAZARD ASSET MANAGEMENT LLC | 30 | 2 | 0.00% | 0.05% | 0.21% | Q3 2015 | Q3 2023 | 32 |
FARMERS & MERCHANTS INVESTMENTS INC | 32 | 32 | 0.26% | 0.61% | 1.22% | Q4 2015 | Q3 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 1 | 0.04% | 0.28% | 0.85% | Q3 2015 | Q3 2023 | 32 |
Sigma Planning Corp | 32 | 32 | 0.04% | 0.18% | 0.55% | Q4 2015 | Q3 2023 | 32 |
Plante Moran Financial Advisors, LLC | 32 | 32 | 0.00% | 0.03% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.31% | 1.06% | Q4 2015 | Q3 2023 | 32 |
NEVILLE RODIE & SHAW INC | 32 | 32 | 0.03% | 1.98% | 4.43% | Q1 2016 | Q4 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 4 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 32 |
Motley Fool Wealth Management, LLC | 32 | 32 | 0.83% | 3.02% | 5.44% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 30 | 2 | 0.10% | 0.44% | 0.87% | Q3 2015 | Q3 2023 | 32 |
Godshalk Welsh Capital Management, Inc. | 32 | 32 | 0.25% | 1.59% | 3.11% | Q3 2015 | Q2 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.08% | 0.21% | Q1 2016 | Q4 2023 | 32 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 32 | 32 | 0.03% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 32 |
HARTFORD INVESTMENT MANAGEMENT CO | 32 | 32 | 0.19% | 0.41% | 0.95% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.05% | 0.16% | 0.31% | Q4 2015 | Q3 2023 | 32 |
Veritable, L.P. | 32 | 32 | 0.04% | 0.10% | 0.22% | Q3 2015 | Q2 2023 | 32 |
Compagnie Lombard Odier SCmA | 32 | 32 | 0.02% | 0.12% | 0.38% | Q4 2015 | Q3 2023 | 32 |
ROPES WEALTH ADVISORS LLC | 32 | 32 | 0.00% | 0.12% | 0.26% | Q4 2015 | Q3 2023 | 32 |
Atria Investments, Inc | 32 | 32 | 0.06% | 0.18% | 0.42% | Q4 2015 | Q3 2023 | 32 |
COLONY GROUP LLC | 26 | 6 | 0.00% | 0.09% | 0.26% | Q3 2015 | Q3 2023 | 32 |
Winch Advisory Services, LLC | 32 | 32 | 0.01% | 0.60% | 1.67% | Q4 2015 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 32 | 32 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Kistler-Tiffany Companies, LLC | 32 | 32 | 0.00% | 0.07% | 0.18% | Q3 2015 | Q2 2023 | 32 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 32 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 32 |
BANK HAPOALIM BM | 29 | 3 | 0.06% | 0.50% | 1.25% | Q3 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.08% | 0.23% | 0.53% | Q4 2015 | Q3 2023 | 32 |
PITTENGER & ANDERSON INC | 31 | 1 | 0.00% | 0.57% | 1.63% | Q3 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 29 | 3 | 0.06% | 0.23% | 0.51% | Q3 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.04% | 0.19% | 0.53% | Q4 2015 | Q3 2023 | 32 |
PROSPECTOR PARTNERS LLC | 31 | 31 | 0.36% | 0.61% | 0.86% | Q3 2015 | Q1 2023 | 32 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 27 | 5 | 0.06% | 0.20% | 0.38% | Q3 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
BRIDGES INVESTMENT MANAGEMENT INC | 32 | 32 | 0.53% | 0.82% | 1.47% | Q4 2015 | Q3 2023 | 32 |
Connor, Clark & Lunn Investment Management Ltd. | 28 | 4 | 0.01% | 0.15% | 0.60% | Q3 2015 | Q3 2023 | 32 |
Carnegie Capital Asset Management, LLC | 32 | 32 | 0.38% | 1.17% | 1.72% | Q4 2015 | Q3 2023 | 32 |
RIVER GLOBAL INVESTORS LLP | 32 | 32 | 0.77% | 1.29% | 2.15% | Q4 2015 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.09% | 0.82% | 1.48% | Q4 2015 | Q3 2023 | 32 |
Aspen Investment Management Inc | 31 | 31 | 0.60% | 1.36% | 3.13% | Q1 2016 | Q3 2023 | 31 |
MONETARY MANAGEMENT GROUP INC | 28 | 3 | 0.01% | 1.04% | 1.97% | Q4 2015 | Q3 2023 | 31 |
EADS & HEALD WEALTH MANAGEMENT | 31 | 31 | 0.26% | 0.73% | 1.28% | Q3 2015 | Q1 2023 | 31 |
FIRST NATIONAL TRUST CO | 31 | 31 | 0.06% | 0.43% | 1.06% | Q1 2016 | Q3 2023 | 31 |
Capital Asset Advisory Services LLC | 18 | 13 | 0.04% | 0.77% | 1.47% | Q4 2015 | Q3 2023 | 31 |
Coatue Management | 31 | 31 | 0.01% | 3.28% | 10.82% | Q1 2016 | Q3 2023 | 31 |
PERRITT CAPITAL MANAGEMENT INC | 27 | 4 | 0.08% | 0.25% | 0.62% | Q3 2015 | Q3 2023 | 31 |
Aureus Asset Management, LLC | 31 | 31 | 1.21% | 2.74% | 4.84% | Q1 2016 | Q3 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 25 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 31 |
Ithaka Group | 31 | 31 | 1.24% | 3.20% | 6.08% | Q3 2015 | Q1 2023 | 31 |
Meiji Yasuda Life Insurance Co | 31 | 31 | 0.01% | 0.16% | 0.34% | Q1 2016 | Q3 2023 | 31 |
Rehmann Capital Advisory Group | 16 | 15 | 0.05% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 31 |
Endurance Wealth Management, Inc. | 31 | 31 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2023 | 31 |
HENNESSY ADVISORS INC | 30 | 1 | 0.02% | 0.10% | 0.20% | Q3 2015 | Q3 2023 | 31 |
HBK Sorce Advisory LLC | 31 | 31 | 0.02% | 0.08% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.48% | 1.11% | 2.03% | Q1 2016 | Q3 2023 | 31 |
BOOTHBAY FUND MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.10% | 0.37% | Q3 2015 | Q2 2023 | 31 |
Patten Group, Inc. | 31 | 31 | 0.03% | 0.27% | 0.60% | Q3 2015 | Q1 2023 | 31 |
ING GROEP NV | 29 | 2 | 0.01% | 0.23% | 0.79% | Q4 2015 | Q3 2023 | 31 |
COMERICA BANK | 29 | 2 | 0.00% | 0.23% | 0.46% | Q4 2015 | Q3 2023 | 31 |
Andra AP-fonden | 13 | 6 | 0.07% | 0.20% | 0.42% | Q3 2015 | Q3 2023 | 31 |
Baltimore-Washington Financial Advisors, Inc. | 31 | 31 | 0.46% | 1.38% | 2.18% | Q3 2015 | Q1 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 24 | 7 | 0.06% | 0.30% | 1.06% | Q4 2015 | Q3 2023 | 31 |
STEEL GROVE CAPITAL ADVISORS, LLC | 29 | 2 | 0.03% | 0.12% | 0.24% | Q3 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.11% | 0.23% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 31 |
SUMITOMO LIFE INSURANCE CO | 24 | 7 | 0.04% | 0.32% | 0.65% | Q3 2015 | Q3 2023 | 31 |
WASHINGTON TRUST Co | 31 | 31 | 0.64% | 1.75% | 3.20% | Q1 2016 | Q3 2023 | 31 |
HARDING LOEVNER LP | 31 | 31 | 0.53% | 2.13% | 3.42% | Q3 2015 | Q1 2023 | 31 |
Consolidated Investment Group LLC | 28 | 3 | 0.45% | 1.66% | 3.39% | Q4 2015 | Q3 2023 | 31 |
Jasper Ridge Partners, L.P. | 31 | 31 | 0.03% | 0.61% | 1.87% | Q1 2016 | Q3 2023 | 31 |
FIL Ltd | 31 | 31 | 0.00% | 0.26% | 1.19% | Q3 2015 | Q1 2023 | 31 |
Parsec Financial Management, Inc. | 31 | 31 | 0.23% | 0.42% | 0.67% | Q3 2015 | Q1 2023 | 31 |
SHAKER INVESTMENTS LLC/OH | 31 | 31 | 0.42% | 2.05% | 3.51% | Q1 2016 | Q3 2023 | 31 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.19% | 0.48% | Q3 2017 | Q3 2023 | 31 |
CONGRESS ASSET MANAGEMENT CO /MA | 31 | 31 | 0.00% | 0.91% | 1.50% | Q4 2015 | Q2 2023 | 31 |
PEAK6 Group LLC | 11 | 11 | 0.00% | 0.07% | 0.33% | Q4 2015 | Q2 2018 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.08% | 0.25% | 0.53% | Q4 2015 | Q3 2023 | 31 |
FINANCIAL COUNSELORS INC | 28 | 3 | 0.09% | 0.34% | 0.82% | Q4 2015 | Q3 2023 | 31 |
Formidable Asset Management, LLC | 16 | 1 | 0.16% | 0.50% | 0.84% | Q3 2015 | Q3 2023 | 31 |
BOYAR ASSET MANAGEMENT INC. | 31 | 31 | 0.15% | 0.33% | 0.66% | Q4 2015 | Q2 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.07% | 0.56% | 2.67% | Q1 2016 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 31 | 31 | 0.00% | 0.12% | 0.36% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.12% | 0.27% | Q1 2016 | Q3 2023 | 31 |
Kovack Advisors, Inc. | 27 | 1 | 0.00% | 0.18% | 0.37% | Q3 2015 | Q3 2023 | 31 |
Allen Investment Management, LLC | 31 | 31 | 0.01% | 0.30% | 1.90% | Q3 2015 | Q1 2023 | 31 |
Capital Analysts, LLC | 27 | 1 | 0.00% | 0.11% | 0.24% | Q3 2015 | Q3 2023 | 31 |
LOGAN CAPITAL MANAGEMENT INC | 31 | 31 | 0.06% | 0.27% | 0.78% | Q1 2016 | Q3 2023 | 31 |
Palisades Hudson Asset Management, L.P. | 31 | 31 | 0.11% | 0.27% | 0.59% | Q4 2015 | Q2 2023 | 31 |
TOMPKINS FINANCIAL CORP | 17 | 4 | 0.00% | 0.70% | 1.92% | Q3 2015 | Q4 2023 | 31 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.06% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Firsthand Capital Management, Inc. | 30 | 30 | 0.60% | 1.16% | 2.12% | Q2 2016 | Q3 2023 | 30 |
PREMIER ASSET MANAGEMENT LLC | 30 | 30 | 0.34% | 3.01% | 5.05% | Q3 2015 | Q4 2022 | 30 |
West Oak Capital, LLC | 30 | 30 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
DELTA ASSET MANAGEMENT LLC/TN | 26 | 4 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 30 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 30 | 30 | 1.34% | 3.24% | 5.94% | Q3 2015 | Q4 2022 | 30 |
BANK OF THE WEST | 30 | 30 | 0.02% | 0.14% | 0.31% | Q3 2015 | Q4 2022 | 30 |
Royal Fund Management, LLC | 28 | 28 | 0.01% | 0.10% | 0.30% | Q4 2016 | Q3 2023 | 30 |
Robertson Opportunity Capital, LLC | 30 | 30 | 1.16% | 4.79% | 11.78% | Q2 2016 | Q3 2023 | 30 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 30 | 30 | 0.75% | 1.44% | 2.72% | Q3 2015 | Q4 2022 | 30 |
NORGES BANK | 30 | 30 | 0.15% | 0.33% | 0.67% | Q3 2015 | Q4 2022 | 30 |
F&V Capital Management, LLC | 25 | 5 | 1.53% | 3.07% | 4.81% | Q3 2015 | Q3 2023 | 30 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.00% | 0.38% | 0.75% | Q4 2016 | Q3 2023 | 30 |
Troy Asset Management Ltd | 25 | 5 | 0.39% | 0.79% | 1.21% | Q3 2015 | Q3 2023 | 30 |
First Long Island Investors, LLC | 30 | 30 | 0.34% | 1.35% | 2.80% | Q2 2016 | Q3 2023 | 30 |
GAM Holding AG | 29 | 1 | 0.10% | 0.36% | 1.56% | Q3 2015 | Q3 2023 | 30 |
FACTORY MUTUAL INSURANCE CO | 30 | 30 | 0.09% | 0.54% | 1.41% | Q1 2016 | Q2 2023 | 30 |
PHYSICIANS FINANCIAL SERVICES, INC. | 25 | 5 | 0.10% | 0.47% | 1.31% | Q4 2015 | Q3 2023 | 30 |
Regent Investment Management LLC | 30 | 30 | 0.14% | 0.25% | 0.61% | Q3 2015 | Q4 2022 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.21% | 0.66% | 1.62% | Q1 2016 | Q3 2023 | 30 |
GREENWOOD CAPITAL ASSOCIATES LLC | 30 | 30 | 0.03% | 0.90% | 1.67% | Q4 2015 | Q1 2023 | 30 |
RMB Capital Management, LLC | 30 | 30 | 0.01% | 0.10% | 0.18% | Q2 2016 | Q3 2023 | 30 |
Chesley Taft & Associates LLC | 30 | 30 | 0.03% | 0.29% | 0.88% | Q3 2015 | Q4 2022 | 30 |
CIM, LLC | 30 | 30 | 1.02% | 3.76% | 5.71% | Q3 2015 | Q4 2022 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.27% | 0.85% | 1.94% | Q2 2016 | Q3 2023 | 30 |
Perigon Wealth Management, LLC | 25 | 1 | 0.01% | 0.16% | 0.33% | Q3 2011 | Q3 2023 | 30 |
PRINCETON CAPITAL MANAGEMENT LLC | 24 | 6 | 0.25% | 1.23% | 2.38% | Q3 2015 | Q3 2023 | 30 |
Proficio Capital Partners LLC | 30 | 30 | 0.00% | 0.13% | 0.50% | Q4 2015 | Q1 2023 | 30 |
Progressive Investment Management Corp | 30 | 30 | 1.24% | 2.35% | 4.11% | Q3 2015 | Q4 2022 | 30 |
Beech Hill Advisors, Inc. | 30 | 30 | 0.75% | 1.53% | 2.22% | Q2 2016 | Q3 2023 | 30 |
Savant Capital, LLC | 30 | 30 | 0.01% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 30 |
GOFEN & GLOSSBERG LLC /IL/ | 30 | 30 | 0.13% | 0.33% | 0.56% | Q3 2015 | Q4 2022 | 30 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q4 2021 | 30 |
Cetera Advisors LLC | 26 | 4 | 0.02% | 0.12% | 0.37% | Q4 2015 | Q3 2023 | 30 |
WestEnd Advisors, LLC | 30 | 30 | 0.00% | 3.05% | 5.47% | Q3 2015 | Q4 2022 | 30 |
SIGNATUREFD, LLC | 24 | 5 | 0.00% | 0.06% | 0.18% | Q3 2015 | Q3 2023 | 30 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 30 | 30 | 0.10% | 2.47% | 4.54% | Q2 2016 | Q3 2023 | 30 |
D'Orazio & Associates, Inc. | 27 | 1 | 0.00% | 0.06% | 0.15% | Q3 2015 | Q1 2023 | 29 |
FRED ALGER MANAGEMENT, LLC | 27 | 2 | 0.00% | 0.79% | 2.07% | Q3 2015 | Q3 2023 | 29 |
DILLON & ASSOCIATES INC | 29 | 29 | 0.55% | 2.68% | 5.51% | Q3 2016 | Q3 2023 | 29 |
RB Capital Management, LLC | 28 | 28 | 0.00% | 0.73% | 1.53% | Q4 2016 | Q3 2023 | 29 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 1 | 0.46% | 1.49% | 2.40% | Q3 2015 | Q3 2023 | 29 |
AMICA MUTUAL INSURANCE CO | 29 | 29 | 0.21% | 0.43% | 0.89% | Q3 2015 | Q3 2022 | 29 |
Hudock, Inc. | 29 | 29 | 0.02% | 0.06% | 0.15% | Q3 2015 | Q3 2022 | 29 |
Maryland Capital Management | 29 | 29 | 1.20% | 3.29% | 4.48% | Q3 2015 | Q3 2022 | 29 |
Addison Capital Co | 29 | 29 | 1.35% | 3.06% | 4.87% | Q3 2016 | Q3 2023 | 29 |
M Holdings Securities, Inc. | 17 | 6 | 0.09% | 0.43% | 0.74% | Q3 2015 | Q2 2023 | 29 |
ALBION FINANCIAL GROUP /UT | 19 | 10 | 0.02% | 0.11% | 0.23% | Q2 2016 | Q3 2023 | 29 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 29 | 29 | 0.06% | 0.73% | 1.75% | Q3 2016 | Q3 2023 | 29 |
Balentine LLC | 19 | 10 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q1 2023 | 29 |
SIT INVESTMENT ASSOCIATES INC | 29 | 29 | 0.02% | 0.15% | 0.31% | Q4 2015 | Q4 2022 | 29 |
American Research & Management Co. | 29 | 29 | 0.00% | 1.33% | 3.02% | Q3 2015 | Q3 2022 | 29 |
LORD, ABBETT & CO. LLC | 16 | 5 | 0.01% | 0.20% | 0.59% | Q4 2015 | Q3 2023 | 29 |
Reynders McVeigh Capital Management, LLC | 29 | 29 | 0.02% | 2.29% | 4.07% | Q3 2016 | Q3 2023 | 29 |
Point72 Hong Kong Ltd | 8 | 1 | 0.01% | 0.14% | 0.46% | Q4 2015 | Q3 2022 | 29 |
REGENTATLANTIC CAPITAL LLC | 29 | 29 | 0.20% | 0.45% | 0.73% | Q3 2015 | Q3 2022 | 29 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.36% | 1.76% | Q3 2015 | Q3 2023 | 29 |
Amica Retiree Medical Trust | 29 | 29 | 0.22% | 0.43% | 0.86% | Q3 2015 | Q3 2022 | 29 |
VALLEY NATIONAL ADVISERS INC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Ownership Capital B.V. | 29 | 29 | 2.05% | 5.61% | 7.91% | Q3 2015 | Q3 2022 | 29 |
Pictet North America Advisors SA | 29 | 29 | 0.05% | 0.52% | 1.57% | Q3 2015 | Q3 2022 | 29 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.21% | 0.71% | Q4 2015 | Q3 2023 | 29 |
MONTAG A & ASSOCIATES INC | 24 | 5 | 0.02% | 0.47% | 1.38% | Q3 2015 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.06% | 0.26% | 0.87% | Q3 2015 | Q3 2022 | 29 |
Lido Advisors, LLC | 23 | 23 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 29 |
Bison Wealth, LLC | 20 | 1 | 0.01% | 0.28% | 0.66% | Q4 2016 | Q3 2023 | 29 |
Ashfield Capital Partners, LLC | 29 | 29 | 0.04% | 0.35% | 0.83% | Q3 2015 | Q3 2022 | 29 |
EASTERN BANK | 29 | 29 | 0.02% | 0.48% | 1.15% | Q4 2015 | Q4 2022 | 29 |
Capital World Investors | 29 | 29 | 0.01% | 0.34% | 1.39% | Q3 2015 | Q3 2022 | 29 |
DekaBank Deutsche Girozentrale | 16 | 4 | 0.10% | 0.34% | 0.74% | Q3 2015 | Q3 2023 | 29 |
MUFG Americas Holdings Corp | 29 | 29 | 0.02% | 0.07% | 0.25% | Q3 2015 | Q3 2022 | 29 |
FIRST NATIONAL BANK SIOUX FALLS | 24 | 5 | 0.13% | 0.71% | 1.43% | Q3 2015 | Q3 2023 | 29 |
1832 Asset Management L.P. | 26 | 1 | 0.00% | 0.21% | 0.80% | Q3 2015 | Q3 2023 | 29 |
DOWLING & YAHNKE LLC | 29 | 29 | 0.24% | 0.61% | 1.28% | Q3 2015 | Q3 2022 | 29 |
SYMMETRY PEAK MANAGEMENT LLC | 16 | 1 | 0.10% | 1.36% | 10.27% | Q4 2015 | Q1 2022 | 29 |
Voya Financial Advisors, Inc. | 29 | 29 | 0.03% | 0.10% | 0.24% | Q3 2015 | Q3 2022 | 29 |
Covington Capital Management | 29 | 29 | 0.37% | 0.73% | 1.06% | Q3 2015 | Q3 2022 | 29 |
SHIKIAR ASSET MANAGEMENT INC | 25 | 3 | 0.09% | 2.91% | 4.67% | Q3 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 24 | 1 | 0.02% | 0.12% | 0.35% | Q4 2015 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.30% | 0.72% | Q4 2016 | Q3 2023 | 28 |
HOWLAND CAPITAL MANAGEMENT LLC | 28 | 28 | 0.02% | 0.19% | 0.70% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.83% | 1.62% | 3.05% | Q4 2016 | Q3 2023 | 28 |
Douglass Winthrop Advisors, LLC | 28 | 28 | 0.01% | 0.86% | 2.57% | Q3 2016 | Q2 2023 | 28 |
ADVISOR PARTNERS LLC | 28 | 28 | 0.16% | 0.41% | 0.89% | Q3 2015 | Q2 2022 | 28 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 28 | 28 | 0.06% | 0.23% | 0.62% | Q4 2015 | Q3 2022 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.43% | 0.82% | 1.44% | Q4 2016 | Q3 2023 | 28 |
DSC Advisors, L.P. | 28 | 28 | 0.08% | 0.35% | 0.94% | Q4 2015 | Q3 2022 | 28 |
INTRUST BANK NA | 25 | 3 | 0.04% | 0.21% | 0.43% | Q3 2015 | Q2 2023 | 28 |
LANNEBO FONDER AB | 28 | 28 | 0.89% | 3.91% | 5.70% | Q4 2015 | Q3 2022 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.04% | 0.39% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Columbia Asset Management | 22 | 6 | 0.10% | 0.39% | 0.97% | Q3 2016 | Q3 2023 | 28 |
S&CO INC | 28 | 28 | 0.04% | 0.15% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.05% | 2.24% | 5.25% | Q4 2016 | Q3 2023 | 28 |
CONDOR CAPITAL MANAGEMENT | 28 | 28 | 0.37% | 0.73% | 1.20% | Q3 2015 | Q2 2022 | 28 |
Segment Wealth Management, LLC | 28 | 28 | 0.08% | 0.31% | 0.64% | Q4 2015 | Q3 2022 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.08% | 0.34% | 0.53% | Q4 2016 | Q3 2023 | 28 |
SevenBridge Financial Group, LLC | 28 | 28 | 0.06% | 0.20% | 0.50% | Q2 2016 | Q1 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 27 | 1 | 0.00% | 0.68% | 1.32% | Q4 2015 | Q1 2023 | 28 |
ACG Wealth | 28 | 28 | 0.26% | 0.64% | 1.42% | Q4 2015 | Q3 2022 | 28 |
Private Wealth Partners, LLC | 18 | 3 | 0.02% | 0.97% | 2.40% | Q3 2015 | Q3 2023 | 28 |
CAPITAL CITY TRUST CO/FL | 27 | 1 | 0.08% | 0.17% | 0.33% | Q3 2015 | Q3 2022 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.11% | 0.22% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.03% | 0.17% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 0.01% | 0.12% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Mawer Investment Management Ltd. | 28 | 28 | 0.11% | 0.21% | 0.40% | Q4 2015 | Q3 2022 | 28 |
PARUS FINANCE (UK) Ltd | 28 | 28 | 0.42% | 1.65% | 4.87% | Q3 2016 | Q2 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.42% | 1.14% | Q4 2016 | Q3 2023 | 28 |
BLUESTEIN R H & CO LLC | 23 | 5 | 0.01% | 0.15% | 1.69% | Q3 2015 | Q3 2022 | 28 |
Evercore Wealth Management, LLC | 18 | 10 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2022 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.10% | 0.26% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 26 | 1 | 0.02% | 0.12% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.12% | 0.32% | 0.55% | Q2 2016 | Q3 2023 | 28 |
Alkeon Capital Management | 28 | 28 | 0.01% | 0.37% | 1.49% | Q3 2015 | Q2 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.05% | 0.30% | Q1 2016 | Q4 2022 | 28 |
BLB&B Advisors, LLC | 28 | 28 | 0.02% | 0.19% | 0.80% | Q3 2016 | Q2 2023 | 28 |
Apriem Advisors | 27 | 1 | 0.01% | 0.12% | 0.23% | Q3 2015 | Q3 2022 | 28 |
Echo Street Capital Management LLC | 24 | 1 | 0.00% | 1.48% | 3.66% | Q1 2016 | Q2 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.19% | 0.73% | 1.51% | Q4 2016 | Q3 2023 | 28 |
Avestar Capital, LLC | 14 | 7 | 0.01% | 0.18% | 0.72% | Q4 2017 | Q3 2023 | 28 |
Fundsmith | 20 | 8 | 2.29% | 7.28% | 9.93% | Q3 2015 | Q3 2022 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.14% | 0.35% | 0.76% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 28 | 28 | 0.04% | 0.60% | 1.28% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.17% | 0.45% | 0.88% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.03% | 0.29% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Schonfeld Strategic Advisors LLC | 18 | 1 | 0.00% | 0.29% | 1.52% | Q1 2016 | Q3 2023 | 28 |
EAGLE GLOBAL ADVISORS LLC | 27 | 27 | 0.15% | 0.72% | 1.61% | Q1 2017 | Q3 2023 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 4 | 0.01% | 0.14% | 0.54% | Q3 2015 | Q4 2022 | 27 |
JOHNSON INVESTMENT COUNSEL INC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Tandem Investment Advisors, Inc. | 27 | 27 | 0.07% | 0.21% | 0.45% | Q4 2016 | Q2 2023 | 27 |
Alberta Investment Management Corp | 23 | 4 | 0.01% | 0.15% | 0.45% | Q4 2016 | Q3 2023 | 27 |
FIRST FOUNDATION ADVISORS | 19 | 1 | 0.01% | 0.07% | 0.16% | Q3 2015 | Q2 2023 | 27 |
PARADIGM ASSET MANAGEMENT CO LLC | 27 | 27 | 0.01% | 0.19% | 0.69% | Q1 2017 | Q3 2023 | 27 |
Telos Capital Management, Inc. | 27 | 27 | 0.33% | 0.81% | 1.06% | Q3 2015 | Q1 2022 | 27 |
Krilogy Financial LLC | 15 | 1 | 0.01% | 0.10% | 0.27% | Q3 2015 | Q3 2023 | 27 |
TWO SIGMA ADVISERS, LP | 9 | 2 | 0.00% | 0.37% | 1.08% | Q1 2016 | Q3 2023 | 27 |
Waldron Private Wealth LLC | 26 | 1 | 0.03% | 0.09% | 0.17% | Q3 2015 | Q3 2023 | 27 |
NICHOLS & PRATT ADVISERS LLP /MA | 27 | 27 | 0.02% | 0.06% | 0.12% | Q3 2015 | Q1 2022 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q2 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.05% | 0.43% | 0.95% | Q1 2017 | Q3 2023 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 2 | 0.00% | 0.57% | 1.30% | Q4 2015 | Q3 2023 | 27 |
Verity Asset Management, Inc. | 21 | 1 | 0.38% | 1.32% | 2.03% | Q3 2016 | Q3 2023 | 27 |
Avior Wealth Management, LLC | 24 | 3 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 27 |
Gemmer Asset Management LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2022 | 27 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 27 | 0.13% | 0.33% | 0.72% | Q3 2015 | Q1 2022 | 27 |
KINGS POINT CAPITAL MANAGEMENT | 27 | 27 | 1.30% | 2.31% | 3.10% | Q3 2015 | Q1 2022 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q2 2023 | 27 |
CAMBRIDGE TRUST CO | 27 | 27 | 0.51% | 1.20% | 2.37% | Q1 2017 | Q3 2023 | 27 |
Bollard Group LLC | 27 | 27 | 0.00% | 1.38% | 3.06% | Q3 2015 | Q1 2022 | 27 |
RiverPark Advisors, LLC | 27 | 27 | 1.18% | 2.95% | 4.93% | Q1 2017 | Q3 2023 | 27 |
SALEM CAPITAL MANAGEMENT INC | 27 | 27 | 0.21% | 1.18% | 2.18% | Q1 2016 | Q3 2022 | 27 |
AMI ASSET MANAGEMENT CORP | 27 | 27 | 0.88% | 2.29% | 3.38% | Q3 2015 | Q1 2022 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.04% | 0.24% | 0.57% | Q1 2017 | Q3 2023 | 27 |
IBM Retirement Fund | 27 | 27 | 0.19% | 0.42% | 0.76% | Q3 2015 | Q1 2022 | 27 |
WINTRUST INVESTMENTS LLC | 18 | 2 | 0.10% | 0.27% | 0.51% | Q2 2016 | Q3 2023 | 27 |
DSM CAPITAL PARTNERS LLC | 27 | 27 | 0.97% | 4.40% | 8.38% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.11% | 0.27% | Q1 2017 | Q3 2023 | 27 |
ASPIRIANT, LLC | 21 | 1 | 0.01% | 0.06% | 0.11% | Q1 2016 | Q1 2023 | 27 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 27 | 27 | 0.01% | 2.03% | 4.33% | Q3 2015 | Q1 2022 | 27 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.05% | 1.20% | 3.59% | Q1 2016 | Q1 2023 | 27 |
SHEPHERD KAPLAN KROCHUK, LLC | 27 | 27 | 0.06% | 0.30% | 0.74% | Q1 2016 | Q3 2022 | 27 |
MISSION WEALTH MANAGEMENT, LP | 24 | 24 | 0.01% | 0.05% | 0.20% | Q4 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.08% | 0.36% | Q4 2016 | Q3 2023 | 27 |
Reliant Investment Management, LLC | 27 | 27 | 0.97% | 3.46% | 5.95% | Q2 2016 | Q4 2022 | 27 |
Foundry Partners, LLC | 27 | 27 | 0.00% | 0.07% | 0.58% | Q3 2015 | Q1 2022 | 27 |
Independent Advisor Alliance | 26 | 26 | 0.00% | 0.29% | 0.71% | Q2 2017 | Q3 2023 | 27 |
Portland Hill Asset Management Ltd | 27 | 27 | 1.28% | 9.57% | 16.61% | Q1 2017 | Q3 2023 | 27 |
People's United Financial, Inc. | 27 | 27 | 0.05% | 0.25% | 0.66% | Q3 2015 | Q1 2022 | 27 |
Lombard Odier Asset Management (Europe) Ltd | 19 | 1 | 0.03% | 0.25% | 1.47% | Q2 2016 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.26% | 0.54% | Q1 2017 | Q3 2023 | 27 |
WELCH CAPITAL PARTNERS LLC/NY | 27 | 27 | 1.10% | 2.83% | 4.44% | Q1 2017 | Q3 2023 | 27 |
Van Cleef Asset Management,Inc | 27 | 27 | 0.04% | 3.26% | 5.89% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.22% | 0.44% | 0.89% | Q1 2017 | Q3 2023 | 27 |
Brown Advisory Securities, LLC | 27 | 27 | 0.14% | 1.59% | 4.18% | Q3 2015 | Q1 2022 | 27 |
Barrett Asset Management, LLC | 27 | 27 | 0.96% | 3.27% | 5.35% | Q3 2015 | Q1 2022 | 27 |
Good Life Advisors, LLC | 27 | 27 | 0.04% | 0.18% | 0.70% | Q1 2017 | Q3 2023 | 27 |
GARDNER LEWIS ASSET MANAGEMENT L P | 14 | 5 | 0.04% | 0.72% | 1.96% | Q3 2015 | Q3 2023 | 26 |
Covenant Asset Management, LLC | 21 | 21 | 0.06% | 1.08% | 2.52% | Q1 2018 | Q1 2023 | 26 |
Meridian Wealth Management, LLC | 25 | 1 | 0.04% | 0.35% | 0.74% | Q4 2016 | Q3 2023 | 26 |
Main Street Research LLC | 26 | 26 | 0.02% | 0.32% | 2.30% | Q4 2015 | Q1 2022 | 26 |
NEXT Financial Group, Inc | 26 | 26 | 0.03% | 0.13% | 0.31% | Q3 2015 | Q4 2021 | 26 |
BOSTON FINANCIAL MANGEMENT LLC | 26 | 26 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Moisand Fitzgerald Tamayo, LLC | 25 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.02% | 0.10% | 0.27% | Q2 2017 | Q3 2023 | 26 |
Sequoia Financial Advisors, LLC | 25 | 25 | 0.00% | 0.08% | 0.26% | Q3 2017 | Q3 2023 | 26 |
Tarbox Family Office, Inc. | 26 | 26 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2022 | 26 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 26 | 26 | 0.04% | 1.38% | 2.77% | Q2 2017 | Q3 2023 | 26 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 14 | 12 | 1.53% | 3.28% | 6.10% | Q3 2015 | Q4 2022 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.07% | 0.43% | 1.02% | Q1 2017 | Q3 2023 | 26 |
Handelsinvest Investeringsforvaltning | 26 | 26 | 0.07% | 0.34% | 0.74% | Q4 2015 | Q1 2022 | 26 |
ONTARIO TEACHERS PENSION PLAN BOARD | 22 | 4 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q2 2023 | 26 |
MARKSTON INTERNATIONAL LLC | 26 | 26 | 0.97% | 2.66% | 5.08% | Q3 2015 | Q4 2021 | 26 |
SUN LIFE FINANCIAL INC | 26 | 26 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q1 2023 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 22 | 2 | 0.01% | 0.20% | 0.82% | Q3 2015 | Q1 2023 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 1 | 0.02% | 0.10% | 0.23% | Q3 2015 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 26 |
Zurich Insurance Group Ltd/FI | 26 | 26 | 0.05% | 1.15% | 3.66% | Q4 2015 | Q1 2022 | 26 |
PROVIDENT TRUST CO | 26 | 26 | 2.34% | 5.18% | 9.82% | Q3 2015 | Q4 2021 | 26 |
MRJ CAPITAL INC | 26 | 26 | 2.50% | 3.73% | 5.66% | Q3 2015 | Q4 2021 | 26 |
RPG Investment Advisory, LLC | 26 | 26 | 0.01% | 1.00% | 1.57% | Q2 2017 | Q3 2023 | 26 |
THOMPSON SIEGEL & WALMSLEY LLC | 24 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 26 |
WIMMER ASSOCIATES 1, LLC | 21 | 5 | 0.15% | 0.44% | 1.20% | Q4 2015 | Q3 2023 | 26 |
Avalon Global Asset Management LLC | 22 | 22 | 0.49% | 2.32% | 4.27% | Q3 2017 | Q4 2022 | 26 |
Suncoast Equity Management | 26 | 26 | 2.96% | 4.86% | 7.20% | Q3 2015 | Q4 2021 | 26 |
Bristlecone Advisors, LLC | 26 | 26 | 0.21% | 0.62% | 1.17% | Q2 2017 | Q3 2023 | 26 |
FARMERS TRUST CO | 26 | 26 | 0.07% | 0.19% | 0.61% | Q1 2017 | Q2 2023 | 26 |
Chicago Partners Investment Group LLC | 14 | 5 | 0.00% | 0.06% | 0.15% | Q3 2015 | Q2 2023 | 26 |
BRIGHTON JONES LLC | 26 | 26 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 1.42% | 2.49% | Q3 2015 | Q4 2021 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Assenagon Asset Management S.A. | 17 | 2 | 0.01% | 0.82% | 2.17% | Q4 2016 | Q3 2023 | 26 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 26 | 26 | 0.11% | 0.35% | 0.54% | Q2 2017 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.01% | 0.57% | 1.08% | Q4 2016 | Q3 2023 | 26 |
S&T BANK/PA | 26 | 26 | 0.14% | 0.74% | 1.67% | Q2 2017 | Q3 2023 | 26 |
Winslow Capital Management, LLC | 26 | 26 | 0.93% | 2.00% | 3.20% | Q3 2015 | Q4 2021 | 26 |
Close Asset Management Ltd | 23 | 3 | 0.03% | 0.11% | 0.27% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.40% | 0.60% | Q3 2016 | Q3 2023 | 26 |
Gs Investments, Inc. | 26 | 26 | 0.55% | 2.23% | 9.20% | Q2 2017 | Q3 2023 | 26 |
FIRST QUADRANT LLC/CA | 26 | 26 | 0.02% | 0.07% | 0.17% | Q3 2015 | Q4 2021 | 26 |
INTEGRAL DERIVATIVES, LLC | 11 | 11 | 0.01% | 0.06% | 0.37% | Q3 2015 | Q1 2018 | 26 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.04% | 0.17% | Q2 2017 | Q3 2023 | 26 |
LS Investment Advisors, LLC | 26 | 26 | 0.03% | 0.11% | 0.26% | Q3 2015 | Q4 2021 | 26 |
Morse Asset Management, Inc | 26 | 26 | 0.28% | 3.07% | 5.48% | Q1 2017 | Q2 2023 | 26 |
Banco Santander, S.A. | 23 | 3 | 0.01% | 0.14% | 0.44% | Q4 2016 | Q3 2023 | 26 |
EXANE DERIVATIVES | 21 | 5 | 0.00% | 0.64% | 1.94% | Q4 2015 | Q2 2022 | 26 |
DRW Securities, LLC | 5 | 1 | 0.01% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 26 |
BANK OF HAWAII | 20 | 2 | 0.03% | 0.12% | 0.37% | Q3 2015 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.66% | 1.31% | 2.01% | Q4 2016 | Q1 2023 | 26 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.01% | 0.40% | 1.19% | Q3 2017 | Q3 2023 | 26 |
Institute for Wealth Management, LLC. | 26 | 26 | 0.39% | 1.12% | 1.93% | Q2 2017 | Q3 2023 | 26 |
ABNER HERRMAN & BROCK LLC | 26 | 26 | 0.15% | 3.21% | 5.35% | Q3 2015 | Q4 2021 | 26 |
Achmea Investment Management B.V. | 19 | 7 | 0.08% | 0.35% | 1.06% | Q1 2017 | Q3 2023 | 26 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q3 2023 | 25 |
Psagot Value Holdings Ltd. | 25 | 25 | 0.06% | 0.70% | 3.01% | Q3 2015 | Q3 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.02% | 0.23% | 0.57% | Q1 2016 | Q1 2022 | 25 |
Azimuth Capital Management LLC | 25 | 25 | 0.02% | 0.40% | 0.99% | Q1 2016 | Q1 2022 | 25 |
GAGNON SECURITIES LLC | 25 | 25 | 0.06% | 0.09% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.20% | 0.59% | Q4 2016 | Q3 2023 | 25 |
Mraz, Amerine & Associates, Inc. | 25 | 25 | 0.11% | 0.19% | 0.42% | Q3 2015 | Q3 2021 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q4 2021 | 25 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 25 |
Nikko Asset Management Americas, Inc. | 25 | 25 | 0.02% | 1.62% | 4.07% | Q4 2015 | Q4 2021 | 25 |
Otter Creek Advisors, LLC | 12 | 1 | 0.28% | 2.15% | 4.88% | Q4 2015 | Q2 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.12% | 0.44% | 0.88% | Q3 2016 | Q3 2022 | 25 |
MENORA MIVTACHIM HOLDINGS LTD. | 17 | 8 | 0.01% | 1.67% | 4.86% | Q3 2015 | Q4 2021 | 25 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 25 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2021 | 25 |
CAPE COD FIVE CENTS SAVINGS BANK | 23 | 1 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 25 |
LVW Advisors, LLC | 25 | 25 | 0.06% | 0.11% | 0.21% | Q3 2016 | Q3 2022 | 25 |
Kemnay Advisory Services Inc. | 25 | 25 | 0.03% | 0.75% | 3.70% | Q3 2015 | Q3 2021 | 25 |
Alexandria Capital, LLC | 25 | 25 | 0.00% | 0.05% | 0.11% | Q3 2015 | Q3 2021 | 25 |
ALPS ADVISORS INC | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
SOMERVILLE KURT F | 25 | 25 | 0.09% | 1.28% | 2.87% | Q3 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.06% | 0.15% | 0.41% | Q3 2017 | Q3 2023 | 25 |
Avalon Investment & Advisory | 25 | 25 | 0.01% | 0.10% | 0.50% | Q2 2016 | Q2 2022 | 25 |
World Asset Management Inc | 25 | 25 | 0.14% | 0.35% | 0.63% | Q3 2015 | Q3 2021 | 25 |
Mizuho Markets Cayman LP | 9 | 2 | 0.00% | 0.82% | 4.90% | Q4 2020 | Q3 2023 | 25 |
FIRST MERCANTILE TRUST CO | 25 | 25 | 0.21% | 0.49% | 0.81% | Q3 2015 | Q3 2021 | 25 |
Edge Wealth Management LLC | 23 | 2 | 0.00% | 1.40% | 4.08% | Q3 2015 | Q2 2023 | 25 |
CPWM, LLC | 19 | 6 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q3 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2021 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.11% | 0.86% | 1.73% | Q4 2016 | Q4 2022 | 25 |
Clean Yield Group | 21 | 1 | 0.01% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 25 |
GM Advisory Group, LLC | 25 | 25 | 0.04% | 0.19% | 0.42% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.04% | 0.20% | 0.83% | Q3 2017 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 1.12% | 2.61% | 4.52% | Q3 2017 | Q3 2023 | 25 |
Boston Partners | 14 | 2 | 0.00% | 0.05% | 0.17% | Q3 2015 | Q3 2023 | 25 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 25 | 25 | 0.09% | 0.61% | 1.08% | Q3 2017 | Q3 2023 | 25 |
Cornerstone Advisory, LLC | 25 | 25 | 0.06% | 0.27% | 0.75% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q2 2023 | 25 |
Baker Chad R | 25 | 25 | 1.51% | 3.92% | 5.84% | Q3 2016 | Q3 2022 | 25 |
SECURITY NATIONAL TRUST CO | 25 | 25 | 0.09% | 0.81% | 1.87% | Q3 2015 | Q3 2021 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Jackson Square Partners, LLC | 25 | 25 | 1.67% | 3.65% | 6.01% | Q3 2015 | Q3 2021 | 25 |
LYELL WEALTH MANAGEMENT, LP | 25 | 25 | 0.03% | 1.77% | 2.78% | Q2 2017 | Q2 2023 | 25 |
WealthPLAN Partners, LLC | 19 | 1 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q2 2023 | 25 |
LCNB CORP | 25 | 25 | 0.19% | 0.28% | 0.43% | Q3 2017 | Q3 2023 | 25 |
QCI ASSET MANAGEMENT INC/NY | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24 | 1 | 0.00% | 0.47% | 1.12% | Q1 2017 | Q2 2023 | 25 |
South Street Advisors LLC | 20 | 5 | 0.03% | 3.32% | 28.86% | Q3 2015 | Q4 2021 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
AMP Capital Investors Ltd | 25 | 25 | 0.22% | 0.32% | 0.52% | Q3 2015 | Q3 2021 | 25 |
Man Group plc | 23 | 23 | 0.00% | 0.24% | 0.56% | Q1 2018 | Q3 2023 | 25 |
PICTET ASSET MANAGEMENT LTD | 24 | 24 | 0.13% | 0.57% | 1.14% | Q3 2015 | Q2 2021 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Capital, Inc. | 24 | 24 | 0.06% | 1.86% | 4.13% | Q3 2017 | Q2 2023 | 24 |
Poehling Capital Management, INC. | 24 | 24 | 0.15% | 0.80% | 1.64% | Q4 2017 | Q3 2023 | 24 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 21 | 3 | 0.07% | 1.16% | 3.22% | Q1 2016 | Q2 2022 | 24 |
Heritage Trust Co | 16 | 8 | 0.01% | 0.25% | 0.61% | Q1 2017 | Q3 2023 | 24 |
USCA RIA LLC | 24 | 24 | 0.10% | 0.26% | 0.54% | Q3 2015 | Q2 2021 | 24 |
Altavista Wealth Management, Inc. | 17 | 7 | 0.05% | 0.12% | 0.26% | Q4 2015 | Q4 2021 | 24 |
Caption Management, LLC | 8 | 1 | 0.00% | 0.38% | 2.42% | Q4 2017 | Q3 2023 | 24 |
New England Research & Management, Inc. | 16 | 8 | 0.12% | 0.52% | 1.00% | Q4 2016 | Q3 2023 | 24 |
SouthState Corp | 19 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 24 |
JAG CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.10% | 2.68% | 4.90% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.15% | 0.39% | 0.75% | Q4 2017 | Q3 2023 | 24 |
BerganKDV Wealth Management, LLC | 24 | 24 | 0.02% | 0.10% | 0.15% | Q3 2017 | Q2 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.02% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 24 |
SG3 Management, LLC | 4 | 1 | 0.01% | 1.95% | 9.89% | Q1 2017 | Q1 2022 | 24 |
INTACT INVESTMENT MANAGEMENT INC. | 20 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q4 2023 | 24 |
LINCOLN NATIONAL CORP | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.12% | 0.49% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Buckley Wealth Management, LLC | 24 | 24 | 0.12% | 0.38% | 0.65% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.09% | 0.42% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Nan Shan Life Insurance Co., Ltd. | 24 | 24 | 0.25% | 1.98% | 3.90% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 1.18% | 1.61% | 2.15% | Q4 2017 | Q3 2023 | 24 |
Edgewood Management | 24 | 24 | 3.88% | 5.35% | 6.63% | Q1 2016 | Q4 2021 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.05% | 0.12% | 0.34% | Q4 2017 | Q3 2023 | 24 |
BADGLEY PHELPS & BELL INC | 24 | 24 | 0.47% | 0.93% | 1.61% | Q3 2015 | Q2 2021 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.03% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.30% | 0.73% | 1.27% | Q4 2017 | Q3 2023 | 24 |
Ausdal Financial Partners, Inc. | 23 | 1 | 0.04% | 0.17% | 0.32% | Q4 2015 | Q1 2023 | 24 |
QS Investors, LLC | 24 | 24 | 0.03% | 0.12% | 0.28% | Q3 2015 | Q2 2021 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.04% | 0.47% | 1.13% | Q4 2017 | Q3 2023 | 24 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 20 | 2 | 0.08% | 0.23% | 0.42% | Q3 2015 | Q3 2022 | 24 |
Hemenway Trust Co LLC | 24 | 24 | 0.17% | 1.72% | 3.34% | Q4 2017 | Q3 2023 | 24 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 17 | 1 | 0.00% | 0.20% | 0.47% | Q3 2015 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.00% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.45% | 1.18% | 2.54% | Q4 2017 | Q3 2023 | 24 |
Pflug Koory, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2022 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.06% | 0.41% | 0.84% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.07% | 0.44% | 0.95% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.98% | 1.76% | Q4 2017 | Q3 2023 | 24 |
Broderick Brian C | 24 | 24 | 0.19% | 1.57% | 3.45% | Q4 2017 | Q3 2023 | 24 |
Varma Mutual Pension Insurance Co | 24 | 24 | 0.02% | 0.48% | 1.61% | Q4 2017 | Q3 2023 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.11% | 0.36% | 0.73% | Q1 2016 | Q2 2022 | 24 |
Fulcrum Capital LLC | 24 | 24 | 1.12% | 2.03% | 3.58% | Q4 2017 | Q3 2023 | 24 |
CAAS CAPITAL MANAGEMENT LP | 10 | 1 | 0.07% | 0.29% | 0.77% | Q3 2020 | Q3 2023 | 24 |
Cowen Prime Services LLC | 24 | 24 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q2 2021 | 24 |
Keeley-Teton Advisors, LLC | 17 | 7 | 0.05% | 0.13% | 0.31% | Q1 2017 | Q1 2023 | 24 |
Cetera Investment Advisers | 24 | 24 | 0.03% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.23% | 0.40% | 0.75% | Q4 2017 | Q3 2023 | 24 |
WMS Partners, LLC | 24 | 24 | 0.02% | 0.27% | 0.95% | Q3 2017 | Q2 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 24 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
X-Square Capital, LLC | 24 | 24 | 0.36% | 1.41% | 2.38% | Q4 2017 | Q3 2023 | 24 |
Blue Fin Capital, Inc. | 24 | 24 | 0.20% | 1.13% | 2.89% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 23 | 23 | 0.00% | 0.16% | 0.39% | Q1 2018 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Covey Capital Advisors, LLC | 21 | 3 | 1.10% | 3.57% | 5.81% | Q1 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.25% | 0.52% | 0.90% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.03% | 0.23% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.86% | 2.40% | 4.23% | Q4 2017 | Q3 2023 | 24 |
Private Ocean, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
BARINGS LLC | 21 | 3 | 0.01% | 0.15% | 0.29% | Q3 2015 | Q2 2022 | 24 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 1 | 0.01% | 0.26% | 1.01% | Q3 2015 | Q3 2023 | 24 |
Westbourne Investment Advisors, Inc. | 12 | 12 | 0.12% | 2.26% | 5.04% | Q2 2017 | Q3 2023 | 24 |
Aravt Global | 24 | 24 | 5.05% | 9.51% | 17.05% | Q1 2016 | Q4 2021 | 24 |
MayTech Global Investments, LLC | 24 | 24 | 2.49% | 4.61% | 6.68% | Q4 2017 | Q3 2023 | 24 |
Dynamic Advisor Solutions LLC | 24 | 24 | 0.04% | 0.20% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Prospera Financial Services Inc | 24 | 24 | 0.05% | 0.14% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.16% | 0.47% | 0.84% | Q4 2017 | Q3 2023 | 24 |
PATTON ALBERTSON MILLER GROUP, LLC | 14 | 1 | 0.06% | 0.22% | 0.54% | Q4 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 24 |
SIMON QUICK ADVISORS, LLC | 22 | 2 | 0.00% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 24 |
MOODY LYNN & LIEBERSON, LLC | 19 | 2 | 0.08% | 1.58% | 2.89% | Q4 2015 | Q1 2023 | 24 |
PARK AVENUE SECURITIES LLC | 24 | 24 | 0.01% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Crestwood Advisors Group, LLC | 24 | 24 | 0.01% | 0.20% | 0.51% | Q1 2017 | Q4 2022 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.02% | 0.11% | 0.27% | Q4 2017 | Q3 2023 | 24 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 12 | 1 | 0.01% | 0.09% | 0.42% | Q1 2017 | Q3 2023 | 24 |
BP PLC | 24 | 24 | 0.16% | 0.47% | 1.30% | Q3 2015 | Q2 2021 | 24 |
Cornerstone Wealth Management, LLC | 21 | 3 | 0.04% | 0.14% | 0.27% | Q3 2017 | Q3 2023 | 24 |
Dana Investment Advisors, Inc. | 15 | 9 | 0.03% | 0.44% | 1.59% | Q2 2017 | Q3 2023 | 24 |
CHOREO, LLC | 14 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 23 |
WHITENER CAPITAL MANAGEMENT, INC. | 21 | 2 | 0.06% | 0.48% | 1.91% | Q4 2017 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 9 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 23 |
AMUNDI ASSET MANAGEMENT US, INC. | 23 | 23 | 0.04% | 0.52% | 1.16% | Q3 2015 | Q1 2021 | 23 |
Hudson Bay Capital Management LP | 4 | 1 | 0.01% | 0.35% | 1.33% | Q2 2016 | Q3 2023 | 23 |
Penobscot Investment Management Company, Inc. | 23 | 23 | 0.04% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 23 |
NS Partners Ltd | 23 | 23 | 0.36% | 1.28% | 2.39% | Q1 2018 | Q3 2023 | 23 |
Taylor Wealth Management Partners | 23 | 23 | 1.48% | 4.78% | 7.63% | Q4 2016 | Q2 2022 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 23 |
CMH Wealth Management LLC | 22 | 1 | 0.91% | 1.85% | 2.69% | Q4 2016 | Q3 2022 | 23 |
Simmons Bank | 23 | 23 | 0.07% | 0.15% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.03% | 0.14% | 0.47% | Q4 2015 | Q1 2023 | 23 |
MEITAV INVESTMENT HOUSE LTD | 23 | 23 | 0.03% | 0.60% | 1.42% | Q4 2017 | Q2 2023 | 23 |
CYPRESS ASSET MANAGEMENT INC/TX | 23 | 23 | 0.16% | 1.51% | 2.98% | Q4 2017 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Choate Investment Advisors | 21 | 2 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 23 |
GUYASUTA INVESTMENT ADVISORS INC | 19 | 4 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q2 2023 | 23 |
Jaffetilchin Investment Partners, LLC | 13 | 1 | 0.04% | 0.11% | 0.24% | Q3 2015 | Q3 2023 | 23 |
Northstar Group, Inc. | 23 | 23 | 0.14% | 0.88% | 1.82% | Q1 2018 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 1 | 0.00% | 0.07% | 0.22% | Q1 2017 | Q3 2023 | 23 |
MARSICO CAPITAL MANAGEMENT LLC | 22 | 1 | 1.58% | 4.89% | 6.92% | Q4 2016 | Q3 2022 | 23 |
BBVA USA Bancshares, Inc. | 23 | 23 | 0.09% | 0.17% | 0.31% | Q3 2015 | Q1 2021 | 23 |
Grove Bank & Trust | 17 | 1 | 0.01% | 0.19% | 0.40% | Q4 2015 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.05% | 0.83% | 1.21% | Q4 2016 | Q2 2022 | 23 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 23 | 23 | 0.51% | 1.04% | 1.85% | Q3 2015 | Q1 2021 | 23 |
ThornTree Capital Partners LP | 19 | 3 | 2.59% | 6.52% | 17.34% | Q4 2016 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 21 | 2 | 0.04% | 0.18% | 0.38% | Q3 2017 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.70% | 1.45% | Q2 2017 | Q4 2022 | 23 |
Seelaus Asset Management LLC | 23 | 23 | 0.36% | 1.19% | 2.02% | Q4 2017 | Q2 2023 | 23 |
Arete Wealth Advisors, LLC | 22 | 1 | 0.03% | 0.27% | 1.97% | Q1 2016 | Q1 2023 | 23 |
HYMAN CHARLES D | 23 | 23 | 0.29% | 1.17% | 2.78% | Q3 2017 | Q1 2023 | 23 |
GRIFFIN ASSET MANAGEMENT, INC. | 19 | 4 | 0.03% | 0.33% | 0.57% | Q3 2017 | Q3 2023 | 23 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.10% | 0.49% | Q2 2019 | Q3 2023 | 23 |
BERKSHIRE CAPITAL HOLDINGS INC | 23 | 23 | 0.00% | 1.67% | 5.72% | Q1 2018 | Q3 2023 | 23 |
Aptus Capital Advisors, LLC | 13 | 5 | 0.01% | 0.31% | 1.53% | Q1 2019 | Q3 2023 | 23 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2022 | 23 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.10% | 0.34% | Q4 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.05% | 1.59% | 3.08% | Q1 2018 | Q3 2023 | 23 |
Itau Unibanco Holding S.A. | 11 | 4 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 23 |
Moloney Securities Asset Management, LLC | 23 | 23 | 0.04% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Dundas Partners LLP | 23 | 23 | 1.35% | 2.83% | 4.45% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.25% | 0.64% | Q1 2018 | Q3 2023 | 23 |
CHARTWELL INVESTMENT PARTNERS, LLC | 23 | 23 | 0.06% | 0.18% | 0.49% | Q1 2018 | Q3 2023 | 23 |
HALL LAURIE J TRUSTEE | 12 | 2 | 0.00% | 0.58% | 1.53% | Q1 2017 | Q2 2023 | 23 |
Kingfisher Capital LLC | 22 | 1 | 0.10% | 0.93% | 1.42% | Q3 2016 | Q3 2022 | 23 |
BTC Capital Management, Inc. | 23 | 23 | 0.07% | 0.16% | 0.49% | Q3 2016 | Q1 2022 | 23 |
Hilltop Holdings Inc. | 23 | 23 | 0.12% | 0.23% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.46% | 1.34% | 2.24% | Q1 2018 | Q3 2023 | 23 |
MARATHON ASSET MANAGEMENT LLP | 23 | 23 | 0.62% | 0.89% | 1.47% | Q3 2015 | Q1 2021 | 23 |
BURNEY CO/ | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2023 | 23 |
First Pacific Advisors, LP | 21 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2023 | 23 |
Abbrea Capital, LLC | 23 | 23 | 0.03% | 0.30% | 0.66% | Q1 2018 | Q3 2023 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 23 |
Family Legacy, Inc. | 22 | 1 | 0.24% | 0.78% | 1.98% | Q2 2017 | Q1 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.11% | 0.34% | 0.78% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 23 |
Kidder Stephen W | 23 | 23 | 0.15% | 1.46% | 2.93% | Q1 2018 | Q3 2023 | 23 |
Slow Capital, Inc. | 22 | 22 | 0.28% | 1.06% | 1.65% | Q4 2017 | Q1 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.04% | 0.44% | 0.89% | Q4 2017 | Q3 2023 | 22 |
Independence Bank of Kentucky | 21 | 1 | 0.00% | 0.18% | 0.59% | Q1 2018 | Q3 2023 | 22 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 13 | 9 | 0.08% | 0.15% | 0.28% | Q4 2017 | Q2 2023 | 22 |
ALLSTATE CORP | 20 | 2 | 0.01% | 0.18% | 0.33% | Q2 2016 | Q3 2023 | 22 |
HARTLINE INVESTMENT CORP/ | 18 | 4 | 0.09% | 1.38% | 2.34% | Q1 2018 | Q3 2023 | 22 |
Cribstone Capital Management, LLC | 21 | 1 | 0.00% | 0.09% | 0.36% | Q1 2017 | Q4 2022 | 22 |
Tower View Wealth Management LLC | 22 | 22 | 1.26% | 1.97% | 2.70% | Q4 2017 | Q1 2023 | 22 |
Winslow, Evans & Crocker, Inc. | 22 | 22 | 0.03% | 0.09% | 0.32% | Q3 2015 | Q4 2020 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.02% | 0.12% | 0.46% | Q1 2017 | Q2 2022 | 22 |
PICTON MAHONEY ASSET MANAGEMENT | 16 | 2 | 0.01% | 1.16% | 2.53% | Q3 2015 | Q4 2022 | 22 |
MASON STREET ADVISORS, LLC | 22 | 22 | 0.15% | 0.31% | 0.64% | Q3 2015 | Q4 2020 | 22 |
Dorsey Asset Management | 22 | 22 | 5.73% | 8.96% | 13.14% | Q2 2018 | Q3 2023 | 22 |
GILDER GAGNON HOWE & CO LLC | 19 | 3 | 0.02% | 0.26% | 0.66% | Q3 2015 | Q4 2021 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.10% | 1.02% | 1.93% | Q2 2018 | Q3 2023 | 22 |
Jump Trading, LLC | 6 | 3 | 0.00% | 0.06% | 0.25% | Q4 2015 | Q1 2019 | 22 |
HM PAYSON & CO | 18 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 22 |
BOWEN HANES & CO INC | 20 | 2 | 0.01% | 1.17% | 2.49% | Q3 2016 | Q1 2023 | 22 |
Magellan Asset Management Ltd | 12 | 10 | 0.00% | 2.06% | 6.41% | Q3 2015 | Q2 2023 | 22 |
SOMA EQUITY PARTNERS LP | 21 | 21 | 1.14% | 6.70% | 11.26% | Q4 2016 | Q4 2021 | 22 |
NORRIS PERNE & FRENCH LLP/MI | 16 | 6 | 0.02% | 0.93% | 1.53% | Q4 2015 | Q3 2021 | 22 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.05% | 0.42% | Q3 2015 | Q3 2023 | 22 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 22 | 22 | 0.04% | 0.13% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Gotham Asset Management, LLC | 20 | 1 | 0.01% | 0.37% | 0.98% | Q3 2015 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.14% | 0.56% | 0.97% | Q2 2018 | Q3 2023 | 22 |
Personal Capital Advisors Corp | 22 | 22 | 0.00% | 0.17% | 0.47% | Q3 2017 | Q4 2022 | 22 |
MIDDLETON & CO INC/MA | 22 | 22 | 0.05% | 1.09% | 2.37% | Q2 2018 | Q3 2023 | 22 |
One Capital Management, LLC | 22 | 22 | 0.01% | 0.07% | 0.11% | Q3 2017 | Q4 2022 | 22 |
M&R CAPITAL MANAGEMENT INC | 22 | 22 | 0.01% | 0.18% | 0.47% | Q2 2017 | Q3 2022 | 22 |
ATWOOD & PALMER INC | 18 | 1 | 0.00% | 1.27% | 2.15% | Q3 2015 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 16 | 6 | 0.05% | 0.11% | 0.25% | Q4 2017 | Q3 2023 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.03% | 0.05% | 0.09% | Q4 2015 | Q1 2021 | 22 |
Cable Hill Partners, LLC | 15 | 7 | 0.00% | 0.05% | 0.21% | Q3 2015 | Q1 2022 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.03% | 0.13% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Aperio Group, LLC | 22 | 22 | 0.13% | 0.27% | 0.65% | Q3 2015 | Q4 2020 | 22 |
BALASA DINVERNO & FOLTZ LLC | 22 | 22 | 0.01% | 0.07% | 0.15% | Q2 2017 | Q3 2022 | 22 |
Engineers Gate Manager LP | 13 | 1 | 0.02% | 0.21% | 0.65% | Q3 2015 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 20 | 2 | 0.00% | 0.14% | 0.52% | Q3 2015 | Q3 2023 | 22 |
VONTOBEL ASSET MANAGEMENT INC | 13 | 9 | 0.59% | 2.22% | 4.30% | Q3 2015 | Q4 2022 | 22 |
Bramshill Investments, LLC | 22 | 22 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q1 2023 | 22 |
One Wealth Advisors, LLC | 14 | 4 | 0.03% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 22 |
Calamos Wealth Management LLC | 14 | 3 | 0.02% | 0.22% | 0.74% | Q1 2017 | Q1 2023 | 22 |
Vigilant Capital Management, LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 22 |
Epoch Investment Partners, Inc. | 12 | 10 | 0.01% | 0.35% | 0.71% | Q1 2017 | Q3 2022 | 22 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.51% | 1.21% | 2.11% | Q4 2017 | Q3 2023 | 22 |
WADE G W & INC | 22 | 22 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
CHELSEA COUNSEL CO | 22 | 22 | 0.75% | 1.68% | 2.82% | Q2 2018 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 21 | 1 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 22 |
CWA Asset Management Group, LLC | 22 | 22 | 0.02% | 0.10% | 0.42% | Q2 2018 | Q3 2023 | 22 |
Cordasco Financial Network | 22 | 22 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2022 | 22 |
BAR HARBOR WEALTH MANAGEMENT | 16 | 3 | 0.02% | 0.05% | 0.12% | Q2 2016 | Q1 2022 | 22 |
ALERUS FINANCIAL NA | 22 | 22 | 0.02% | 0.18% | 0.56% | Q4 2016 | Q1 2022 | 22 |
TD Capital Management LLC | 17 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.02% | 0.21% | 0.68% | Q2 2018 | Q3 2023 | 22 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.49% | 0.82% | Q1 2018 | Q2 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.01% | 0.09% | 0.18% | Q4 2017 | Q1 2023 | 22 |
Vident Investment Advisory, LLC | 14 | 1 | 0.01% | 0.12% | 0.39% | Q4 2016 | Q2 2023 | 22 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.05% | 0.15% | Q3 2016 | Q2 2023 | 22 |
FNY Investment Advisers, LLC | 8 | 1 | 0.00% | 0.19% | 1.19% | Q2 2018 | Q3 2023 | 22 |
AustralianSuper Pty Ltd | 20 | 1 | 0.14% | 0.64% | 1.14% | Q3 2017 | Q2 2023 | 21 |
SWS Partners | 15 | 2 | 0.04% | 0.88% | 2.11% | Q1 2018 | Q3 2023 | 21 |
King Wealth Management Group | 21 | 21 | 0.06% | 0.29% | 0.58% | Q1 2017 | Q1 2022 | 21 |
ALPHA WINDWARD LLC | 21 | 21 | 0.14% | 0.20% | 0.38% | Q3 2015 | Q3 2020 | 21 |
Gryphon Financial Partners LLC | 18 | 3 | 0.02% | 0.22% | 0.69% | Q4 2017 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.29% | 0.74% | 1.38% | Q1 2018 | Q3 2023 | 21 |
CNB Bank | 20 | 1 | 0.00% | 0.36% | 0.72% | Q4 2017 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.13% | 0.54% | Q3 2016 | Q4 2022 | 21 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.11% | 0.30% | Q3 2015 | Q3 2023 | 21 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18 | 3 | 0.00% | 1.55% | 3.13% | Q3 2016 | Q4 2021 | 21 |
Community Bank, N.A. | 16 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Tiger Eye Capital LLC | 21 | 21 | 0.34% | 2.92% | 9.03% | Q2 2017 | Q2 2022 | 21 |
Fiera Capital Corp | 19 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2022 | 21 |
Lenox Wealth Advisors, LLC | 19 | 2 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q1 2022 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.07% | 0.21% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Clal Insurance Enterprises Holdings Ltd | 21 | 21 | 0.48% | 1.12% | 1.61% | Q2 2016 | Q2 2021 | 21 |
OARSMAN CAPITAL, INC. | 21 | 21 | 0.22% | 0.61% | 0.97% | Q3 2018 | Q3 2023 | 21 |
LAKE STREET ADVISORS GROUP, LLC | 18 | 1 | 0.04% | 0.11% | 0.37% | Q4 2017 | Q3 2023 | 21 |
Empirical Finance, LLC | 19 | 1 | 0.02% | 0.26% | 0.58% | Q4 2016 | Q3 2023 | 21 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.02% | 0.48% | 1.04% | Q4 2021 | Q3 2023 | 21 |
NICOLET BANKSHARES INC | 21 | 21 | 0.05% | 0.14% | 0.24% | Q3 2017 | Q3 2022 | 21 |
L & S Advisors Inc | 21 | 21 | 0.08% | 0.41% | 1.01% | Q4 2016 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
PUZO MICHAEL J | 21 | 21 | 0.10% | 1.04% | 1.96% | Q3 2018 | Q3 2023 | 21 |
Veritas Investment Management LLP | 21 | 21 | 0.03% | 0.05% | 0.10% | Q3 2015 | Q3 2020 | 21 |
SANDLER CAPITAL MANAGEMENT | 5 | 1 | 0.41% | 1.18% | 2.96% | Q3 2015 | Q3 2022 | 21 |
Circle Wealth Management, LLC | 20 | 20 | 0.03% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 21 |
THORNBURG INVESTMENT MANAGEMENT INC | 21 | 21 | 0.01% | 0.15% | 0.40% | Q4 2015 | Q4 2020 | 21 |
RATIONAL ADVISORS LLC | 17 | 1 | 0.00% | 0.55% | 2.32% | Q3 2015 | Q2 2023 | 21 |
Ninety One UK Ltd | 18 | 3 | 0.03% | 1.58% | 2.42% | Q3 2015 | Q4 2021 | 21 |
ADELL HARRIMAN & CARPENTER INC | 21 | 21 | 0.03% | 0.35% | 0.83% | Q1 2018 | Q1 2023 | 21 |
Verdence Capital Advisors LLC | 18 | 3 | 0.02% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 21 |
Avantax Planning Partners, Inc. | 20 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2023 | 21 |
MARIETTA INVESTMENT PARTNERS LLC | 21 | 21 | 0.06% | 1.49% | 3.13% | Q4 2017 | Q4 2022 | 21 |
Nippon Life Global Investors Americas, Inc. | 12 | 1 | 0.08% | 0.50% | 1.06% | Q3 2015 | Q1 2023 | 21 |
Sitrin Capital Management LLC | 21 | 21 | 2.56% | 3.54% | 4.44% | Q4 2016 | Q4 2021 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
BAILARD, INC. | 21 | 21 | 0.01% | 0.16% | 0.34% | Q3 2018 | Q3 2023 | 21 |
Clarius Group, LLC | 21 | 21 | 0.04% | 0.17% | 0.34% | Q3 2018 | Q3 2023 | 21 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 21 | 0.00% | 0.29% | 0.70% | Q3 2018 | Q3 2023 | 21 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.12% | 0.34% | Q3 2015 | Q3 2023 | 21 |
COLDSTREAM CAPITAL MANAGEMENT INC | 17 | 4 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Selway Asset Management | 9 | 5 | 0.21% | 1.14% | 2.62% | Q3 2015 | Q3 2023 | 21 |
Glenview Trust Co | 19 | 2 | 0.01% | 0.48% | 0.95% | Q2 2018 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.28% | 0.57% | 0.91% | Q4 2016 | Q4 2021 | 21 |
KG&L Capital Management,LLC | 20 | 20 | 0.05% | 0.44% | 0.90% | Q4 2018 | Q3 2023 | 21 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 21 |
MITCHELL SINKLER & STARR/PA | 18 | 1 | 0.07% | 0.40% | 0.87% | Q4 2015 | Q2 2023 | 21 |
Freestone Capital Holdings, LLC | 21 | 21 | 0.00% | 0.22% | 0.59% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.04% | 0.17% | 0.35% | Q1 2017 | Q3 2023 | 21 |
Austin Private Wealth, LLC | 14 | 1 | 0.00% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 21 |
Diversified Trust Co | 17 | 4 | 0.02% | 0.13% | 0.55% | Q3 2015 | Q4 2023 | 21 |
BRASADA CAPITAL MANAGEMENT, LP | 21 | 21 | 0.07% | 0.54% | 1.04% | Q4 2017 | Q4 2022 | 21 |
Svenska Handelsbanken AB (publ) | 21 | 21 | 0.04% | 2.34% | 7.24% | Q4 2015 | Q4 2020 | 21 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q1 2023 | 21 |
Rock Creek Group, LP | 21 | 21 | 0.00% | 0.18% | 0.63% | Q3 2018 | Q3 2023 | 21 |
Sowell Financial Services LLC | 10 | 4 | 0.01% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 21 |
HCR Wealth Advisors | 21 | 21 | 0.06% | 0.12% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Ninety One SA (PTY) Ltd | 18 | 3 | 0.19% | 0.99% | 2.39% | Q3 2015 | Q4 2021 | 21 |
Ninety One North America, Inc. | 18 | 3 | 0.08% | 1.74% | 2.57% | Q3 2015 | Q4 2021 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 21 | 21 | 0.04% | 0.07% | 0.16% | Q3 2015 | Q3 2020 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.03% | 0.11% | 0.20% | Q4 2017 | Q4 2022 | 21 |
Hodges Capital Management Inc. | 20 | 1 | 0.02% | 0.23% | 0.73% | Q4 2017 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.19% | 0.34% | Q3 2018 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 21 |
Dempze Nancy E | 20 | 20 | 0.41% | 1.58% | 2.80% | Q2 2018 | Q1 2023 | 20 |
BOSTON FAMILY OFFICE LLC | 20 | 20 | 0.02% | 0.09% | 0.21% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.38% | 2.94% | 5.16% | Q4 2018 | Q3 2023 | 20 |
Baker Avenue Asset Management, LP | 20 | 20 | 0.03% | 0.14% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 0.84% | 1.42% | 2.02% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.44% | 1.18% | 2.13% | Q3 2017 | Q2 2022 | 20 |
CASTLEARK MANAGEMENT LLC | 17 | 3 | 0.52% | 1.35% | 1.84% | Q4 2017 | Q1 2023 | 20 |
MARSHALL & SULLIVAN INC /WA/ | 20 | 20 | 0.85% | 1.69% | 2.68% | Q4 2018 | Q3 2023 | 20 |
Smead Capital Management, Inc. | 20 | 20 | 0.60% | 2.73% | 5.14% | Q3 2015 | Q2 2020 | 20 |
CENTAURUS FINANCIAL, INC. | 18 | 1 | 0.02% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 20 |
CAXTON ASSOCIATES LP | 7 | 1 | 0.04% | 0.27% | 1.08% | Q3 2017 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
K2 PRINCIPAL FUND, L.P. | 8 | 2 | 0.06% | 0.53% | 1.02% | Q3 2015 | Q4 2019 | 20 |
ARS Wealth Advisors, LLC | 20 | 20 | 0.10% | 0.13% | 0.18% | Q3 2016 | Q2 2021 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.10% | 0.35% | 0.60% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.07% | 0.64% | 1.30% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Icon Wealth Partners, LLC | 15 | 1 | 0.03% | 0.25% | 0.50% | Q4 2017 | Q3 2023 | 20 |
ExodusPoint Capital Management, LP | 16 | 3 | 0.02% | 0.18% | 0.69% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.12% | 0.36% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Riverstone Advisors, LLC | 20 | 20 | 1.17% | 7.71% | 13.45% | Q4 2018 | Q3 2023 | 20 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 20 | 20 | 0.14% | 0.57% | 1.18% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.07% | 0.21% | 0.44% | Q4 2017 | Q3 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.40% | 0.68% | 1.10% | Q4 2018 | Q3 2023 | 20 |
Cavalier Investments, LLC | 11 | 3 | 0.10% | 0.39% | 0.77% | Q3 2016 | Q4 2022 | 20 |
Miracle Mile Advisors, LLC | 20 | 20 | 0.02% | 0.12% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Joel Isaacson & Co., LLC | 14 | 6 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Plancorp, LLC | 20 | 20 | 0.01% | 0.15% | 0.44% | Q3 2018 | Q2 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.22% | 0.62% | 1.04% | Q4 2018 | Q3 2023 | 20 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.19% | 0.47% | Q4 2019 | Q3 2023 | 20 |
Laurel Wealth Advisors, Inc. | 16 | 4 | 0.04% | 0.09% | 0.17% | Q4 2017 | Q4 2022 | 20 |
IFG Advisory, LLC | 20 | 20 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.06% | 0.68% | 1.43% | Q4 2018 | Q3 2023 | 20 |
GROUP ONE TRADING, L.P. | 9 | 2 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.07% | 0.09% | 0.14% | Q4 2015 | Q3 2020 | 20 |
Essex Savings Bank | 20 | 20 | 0.07% | 0.31% | 0.52% | Q4 2018 | Q3 2023 | 20 |
SeaTown Holdings Pte. Ltd. | 14 | 2 | 0.05% | 1.13% | 3.56% | Q3 2015 | Q4 2022 | 20 |
MARK ASSET MANAGEMENT LP | 16 | 1 | 0.75% | 2.66% | 3.54% | Q3 2015 | Q4 2020 | 20 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 20 | 0.02% | 0.20% | 0.66% | Q4 2018 | Q3 2023 | 20 |
CEDAR CAPITAL, LLC | 20 | 20 | 0.07% | 0.67% | 2.02% | Q4 2015 | Q3 2020 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.08% | 0.17% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.22% | 0.47% | 0.73% | Q4 2017 | Q3 2022 | 20 |
TIEDEMANN ADVISORS, LLC | 16 | 4 | 0.02% | 0.08% | 0.23% | Q4 2016 | Q4 2021 | 20 |
Archer Investment Corp | 20 | 20 | 0.04% | 0.25% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Carmignac Gestion | 20 | 20 | 0.00% | 0.84% | 2.93% | Q4 2018 | Q3 2023 | 20 |
Cypress Capital Management LLC (WY) | 20 | 20 | 0.00% | 0.32% | 1.67% | Q4 2018 | Q3 2023 | 20 |
MONTAG & CALDWELL, LLC | 16 | 4 | 0.70% | 2.03% | 3.19% | Q3 2015 | Q3 2023 | 20 |
Long Road Investment Counsel, LLC | 20 | 20 | 0.43% | 1.07% | 1.95% | Q4 2018 | Q3 2023 | 20 |
ARK Investment Management | 17 | 3 | 0.12% | 0.65% | 1.75% | Q4 2016 | Q4 2021 | 20 |
Bell & Brown Wealth Advisors, LLC | 12 | 8 | 1.40% | 2.07% | 3.30% | Q4 2017 | Q2 2023 | 20 |
Oak Asset Management, LLC | 11 | 4 | 0.09% | 0.23% | 0.39% | Q2 2018 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.10% | 0.48% | Q3 2015 | Q3 2023 | 20 |
Frontier Wealth Management LLC | 20 | 20 | 0.01% | 0.08% | 0.12% | Q3 2017 | Q2 2022 | 20 |
RFG Advisory, LLC | 19 | 1 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 20 |
Horizon Investments, LLC | 11 | 2 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 20 |
Guild Investment Management, Inc. | 16 | 1 | 0.42% | 2.78% | 7.25% | Q4 2017 | Q3 2023 | 20 |
JENNISON ASSOCIATES LLC | 19 | 1 | 0.00% | 1.22% | 2.21% | Q4 2016 | Q1 2022 | 20 |
Autus Asset Management, LLC | 20 | 20 | 0.16% | 0.99% | 1.75% | Q1 2018 | Q4 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.13% | 0.29% | 0.47% | Q4 2018 | Q3 2023 | 20 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 6 | 0.04% | 0.10% | 0.25% | Q2 2018 | Q3 2023 | 20 |
Accredited Investors Inc. | 20 | 20 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
First Dallas Securities Inc. | 11 | 9 | 0.14% | 0.29% | 0.59% | Q4 2017 | Q1 2023 | 20 |
West Branch Capital LLC | 19 | 1 | 0.00% | 0.65% | 1.44% | Q3 2018 | Q3 2023 | 20 |
Acropolis Investment Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Mizuho Securities Co. Ltd. | 20 | 20 | 0.00% | 0.58% | 2.87% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.14% | 0.56% | 1.08% | Q4 2018 | Q3 2023 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.19% | 0.58% | 0.90% | Q4 2018 | Q3 2023 | 20 |
BDO Wealth Advisors, LLC | 14 | 6 | 0.01% | 0.07% | 0.21% | Q2 2017 | Q2 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.06% | 0.54% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Notis-McConarty Edward | 20 | 20 | 0.22% | 1.04% | 2.03% | Q3 2018 | Q2 2023 | 20 |
Legacy Capital Partners, Inc. | 20 | 20 | 0.10% | 0.19% | 0.32% | Q1 2017 | Q4 2021 | 20 |
Biltmore Family Office, LLC | 18 | 2 | 0.05% | 0.40% | 1.12% | Q4 2017 | Q1 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.02% | 0.15% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Page Arthur B | 20 | 20 | 0.33% | 1.41% | 2.72% | Q3 2018 | Q2 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.05% | 0.22% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Polar Capital LLP | 20 | 20 | 0.06% | 0.66% | 2.27% | Q4 2015 | Q3 2020 | 20 |
Clarity Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.34% | 0.60% | Q4 2019 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.21% | 2.17% | 4.81% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.16% | 0.77% | 1.31% | Q4 2018 | Q3 2023 | 20 |
Strategic Blueprint, LLC | 13 | 6 | 0.02% | 0.78% | 3.16% | Q4 2018 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 17 | 3 | 0.00% | 0.12% | 0.37% | Q1 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.16% | 0.80% | 2.00% | Q3 2017 | Q2 2022 | 20 |
Ferris Capital, LLC | 16 | 3 | 0.46% | 1.42% | 2.33% | Q2 2017 | Q1 2022 | 19 |
National Mutual Insurance Federation of Agricultural Cooperatives | 19 | 19 | 0.01% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 19 |
OAKBROOK INVESTMENTS LLC | 19 | 19 | 0.13% | 0.23% | 0.57% | Q3 2015 | Q1 2020 | 19 |
TRAN CAPITAL MANAGEMENT, L.P. | 10 | 3 | 0.17% | 2.23% | 4.87% | Q3 2015 | Q3 2023 | 19 |
American Assets Investment Management, LLC | 19 | 19 | 0.46% | 1.00% | 1.50% | Q3 2015 | Q1 2020 | 19 |
FORTE CAPITAL LLC /ADV | 19 | 19 | 0.04% | 0.98% | 2.05% | Q1 2019 | Q3 2023 | 19 |
Polen Capital Management | 19 | 19 | 2.37% | 3.38% | 4.56% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.15% | 0.37% | Q4 2018 | Q3 2023 | 19 |
McCollum Christoferson Group LLC | 19 | 19 | 0.92% | 1.87% | 3.14% | Q1 2019 | Q3 2023 | 19 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 19 | 19 | 0.13% | 0.40% | 1.06% | Q3 2018 | Q1 2023 | 19 |
Ally Financial Inc. | 11 | 1 | 0.11% | 0.61% | 1.34% | Q2 2016 | Q3 2023 | 19 |
DOLIVER ADVISORS, LP | 19 | 19 | 0.40% | 0.80% | 1.46% | Q2 2019 | Q4 2023 | 19 |
CONNORS INVESTOR SERVICES INC | 19 | 19 | 0.03% | 1.56% | 2.63% | Q1 2018 | Q3 2022 | 19 |
QUEST INVESTMENT MANAGEMENT LLC | 13 | 1 | 0.03% | 0.77% | 2.57% | Q1 2016 | Q3 2022 | 19 |
Bowie Capital Management, LLC | 13 | 1 | 0.29% | 1.93% | 9.49% | Q4 2016 | Q2 2023 | 19 |
Ellevest, Inc. | 19 | 19 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q2 2023 | 19 |
Hitchwood Capital Management LP | 7 | 1 | 0.12% | 2.40% | 6.44% | Q3 2015 | Q3 2022 | 19 |
VALLEY WEALTH MANAGERS, INC. | 18 | 1 | 0.00% | 0.13% | 1.23% | Q4 2018 | Q3 2023 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.14% | 0.39% | 0.63% | Q4 2017 | Q2 2022 | 19 |
NORTHEAST INVESTMENT MANAGEMENT | 19 | 19 | 0.03% | 1.12% | 2.62% | Q1 2018 | Q3 2022 | 19 |
RIVERPARK CAPITAL MANAGEMENT LLC | 19 | 19 | 2.15% | 2.82% | 3.59% | Q4 2018 | Q2 2023 | 19 |
StoneX Group Inc. | 15 | 2 | 0.10% | 0.22% | 0.40% | Q2 2018 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 16 | 3 | 0.03% | 0.22% | 0.50% | Q4 2018 | Q3 2023 | 19 |
AXIOM INVESTORS LLC /DE | 18 | 1 | 0.03% | 1.71% | 3.23% | Q2 2017 | Q3 2022 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.05% | 0.21% | 0.51% | Q4 2018 | Q3 2023 | 19 |
Grandview Asset Management LLC | 14 | 5 | 0.18% | 0.57% | 2.00% | Q4 2018 | Q3 2023 | 19 |
Municipal Employees' Retirement System of Michigan | 12 | 7 | 0.04% | 0.11% | 0.38% | Q3 2015 | Q2 2020 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.05% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 19 |
BAR HARBOR TRUST SERVICES | 19 | 19 | 0.08% | 0.27% | 0.47% | Q2 2017 | Q4 2021 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.02% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 19 |
WRAPMANAGER INC | 19 | 19 | 0.14% | 0.35% | 0.72% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q2 2020 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.30% | 0.81% | 1.44% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.14% | 0.28% | 0.37% | Q2 2018 | Q4 2022 | 19 |
Hillsdale Investment Management Inc. | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.32% | 1.29% | Q1 2016 | Q4 2022 | 19 |
PIEDMONT INVESTMENT ADVISORS INC | 19 | 19 | 0.19% | 0.33% | 0.56% | Q3 2015 | Q1 2020 | 19 |
Wesleyan Assurance Society | 19 | 19 | 0.81% | 1.12% | 1.51% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.05% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 19 |
HARBER ASSET MANAGEMENT LLC | 18 | 1 | 1.10% | 3.99% | 6.65% | Q3 2015 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 0.28% | 0.58% | Q1 2019 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
BANK OF STOCKTON | 19 | 19 | 0.10% | 0.22% | 0.33% | Q3 2017 | Q1 2022 | 19 |
ArrowMark Colorado Holdings LLC | 19 | 19 | 0.00% | 0.06% | 0.25% | Q1 2019 | Q3 2023 | 19 |
TFG Advisers LLC | 19 | 19 | 0.09% | 0.49% | 0.92% | Q4 2018 | Q2 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.14% | 0.47% | 1.34% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 19 |
NWAM LLC | 13 | 1 | 0.02% | 0.21% | 0.73% | Q2 2017 | Q4 2022 | 19 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 6 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2020 | 19 |
SeaBridge Investment Advisors LLC | 19 | 19 | 0.13% | 0.25% | 0.42% | Q2 2017 | Q4 2021 | 19 |
GABLES CAPITAL MANAGEMENT INC. | 19 | 19 | 0.21% | 0.48% | 0.86% | Q3 2018 | Q1 2023 | 19 |
Sarasin & Partners LLP | 19 | 19 | 0.09% | 0.47% | 1.66% | Q3 2018 | Q1 2023 | 19 |
ROMAN BUTLER FULLERTON & CO | 10 | 9 | 0.25% | 0.50% | 0.82% | Q4 2018 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.07% | 0.31% | 0.58% | Q1 2019 | Q3 2023 | 19 |
TOWER BRIDGE ADVISORS | 19 | 19 | 0.04% | 0.56% | 1.24% | Q1 2019 | Q3 2023 | 19 |
TRUST CO OF VIRGINIA /VA | 19 | 19 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q1 2022 | 19 |
Xcel Wealth Management, LLC | 19 | 19 | 0.08% | 0.40% | 1.49% | Q4 2018 | Q2 2023 | 19 |
Prime Capital Investment Advisors, LLC | 19 | 19 | 0.01% | 0.17% | 0.60% | Q1 2019 | Q3 2023 | 19 |
Stonebridge Capital Advisors LLC | 18 | 1 | 0.01% | 0.06% | 0.29% | Q3 2015 | Q3 2023 | 19 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 19 |
CYPRESS CAPITAL MANAGEMENT LLC | 13 | 6 | 0.04% | 0.89% | 3.08% | Q3 2015 | Q1 2022 | 19 |
TRUE Private Wealth Advisors | 19 | 19 | 0.05% | 0.09% | 0.20% | Q2 2017 | Q4 2021 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.05% | 0.18% | Q3 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.12% | 0.25% | Q4 2017 | Q2 2022 | 19 |
McGuire Investment Group, LLC | 19 | 19 | 0.06% | 0.27% | 0.90% | Q1 2019 | Q3 2023 | 19 |
MEANS INVESTMENT CO., INC. | 18 | 18 | 0.00% | 0.09% | 0.14% | Q4 2018 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
United Capital Management of KS, Inc. | 19 | 19 | 0.46% | 1.30% | 2.33% | Q3 2018 | Q1 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.08% | 0.16% | 0.26% | Q4 2017 | Q2 2022 | 19 |
Concourse Capital Management, LLC | 18 | 18 | 2.44% | 5.55% | 8.25% | Q3 2015 | Q4 2019 | 19 |
ARGUS INVESTORS' COUNSEL, INC. | 19 | 19 | 0.22% | 1.20% | 2.42% | Q1 2019 | Q3 2023 | 19 |
Pinkerton Retirement Specialists, LLC | 18 | 1 | 0.35% | 0.69% | 1.05% | Q3 2015 | Q3 2020 | 19 |
Incline Global Management LLC | 8 | 1 | 0.26% | 4.33% | 7.11% | Q4 2015 | Q3 2023 | 19 |
Wealthspire Advisors, LLC | 18 | 1 | 0.01% | 0.07% | 0.25% | Q4 2018 | Q3 2023 | 19 |
Trexquant Investment LP | 9 | 2 | 0.02% | 0.43% | 1.06% | Q1 2018 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.16% | 0.73% | 1.23% | Q3 2016 | Q1 2021 | 19 |
MALTESE CAPITAL MANAGEMENT LLC | 10 | 9 | 0.09% | 0.52% | 1.20% | Q1 2017 | Q1 2022 | 19 |
Hanson & Doremus Investment Management | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
MARATHON CAPITAL MANAGEMENT | 10 | 9 | 0.11% | 0.36% | 0.91% | Q3 2015 | Q4 2021 | 19 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.47% | 1.26% | Q4 2019 | Q3 2023 | 19 |
QVR LLC | 4 | 3 | 0.01% | 0.13% | 0.50% | Q4 2020 | Q3 2022 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.03% | 0.06% | 0.11% | Q3 2015 | Q4 2019 | 18 |
Eukles Asset Management | 18 | 18 | 0.52% | 1.25% | 2.18% | Q2 2019 | Q3 2023 | 18 |
LEE DANNER & BASS INC | 18 | 18 | 0.02% | 0.47% | 1.05% | Q2 2019 | Q3 2023 | 18 |
&PARTNERS | 18 | 18 | 0.11% | 0.62% | 0.97% | Q1 2019 | Q2 2023 | 18 |
Qtron Investments LLC | 18 | 18 | 0.04% | 0.34% | 0.68% | Q2 2019 | Q3 2023 | 18 |
GAMBLE JONES INVESTMENT COUNSEL | 17 | 1 | 0.02% | 0.26% | 0.60% | Q4 2017 | Q4 2022 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Private Portfolio Partners LLC | 18 | 18 | 0.07% | 0.29% | 0.52% | Q4 2018 | Q1 2023 | 18 |
Magnus Financial Group LLC | 16 | 2 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q2 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.04% | 0.11% | 0.29% | Q4 2018 | Q1 2023 | 18 |
Costello Asset Management, INC | 14 | 4 | 0.01% | 4.22% | 8.22% | Q4 2018 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 18 |
Cooper Financial Group | 15 | 3 | 0.10% | 0.23% | 0.46% | Q1 2019 | Q3 2023 | 18 |
Natixis Investment Managers International | 12 | 1 | 0.00% | 0.04% | 0.18% | Q3 2015 | Q3 2023 | 18 |
Sepio Capital, LP | 17 | 1 | 0.04% | 0.16% | 0.33% | Q4 2018 | Q3 2023 | 18 |
Truvestments Capital LLC | 6 | 2 | 0.02% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 18 |
CLEARARC CAPITAL INC | 18 | 18 | 0.17% | 0.33% | 0.59% | Q3 2015 | Q4 2019 | 18 |
Triodos Investment Management BV | 18 | 18 | 1.37% | 3.52% | 5.30% | Q2 2018 | Q3 2022 | 18 |
GUARDIAN CAPITAL LP | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Overbrook Management Corp | 17 | 1 | 0.09% | 1.99% | 4.45% | Q3 2015 | Q4 2022 | 18 |
AMERICAN NATIONAL BANK | 11 | 7 | 0.00% | 0.46% | 1.12% | Q3 2016 | Q2 2023 | 18 |
RENAISSANCE GROUP LLC | 13 | 5 | 0.82% | 1.22% | 1.74% | Q4 2018 | Q3 2023 | 18 |
Farmers & Merchants Trust Co of Long Beach | 18 | 18 | 0.06% | 0.14% | 0.28% | Q4 2018 | Q1 2023 | 18 |
First American Bank | 9 | 1 | 0.02% | 0.11% | 0.41% | Q3 2015 | Q4 2021 | 18 |
CX Institutional | 16 | 2 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q2 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.11% | 0.20% | 0.30% | Q1 2019 | Q3 2023 | 18 |
SFE Investment Counsel | 18 | 18 | 0.13% | 0.43% | 0.60% | Q2 2018 | Q3 2022 | 18 |
Coastline Trust Co | 18 | 18 | 0.03% | 0.16% | 0.33% | Q1 2018 | Q2 2022 | 18 |
180 WEALTH ADVISORS, LLC | 18 | 18 | 0.08% | 0.24% | 0.41% | Q4 2017 | Q1 2022 | 18 |
Cambridge Financial Group, Inc. | 18 | 18 | 2.45% | 3.69% | 5.37% | Q3 2017 | Q4 2021 | 18 |
Crewe Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
Bridgecreek Investment Management, LLC | 18 | 18 | 0.06% | 1.09% | 2.61% | Q4 2017 | Q1 2022 | 18 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 18 | 18 | 0.01% | 0.92% | 3.74% | Q3 2015 | Q4 2019 | 18 |
SCHWARTZ INVESTMENT COUNSEL INC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
ClariVest Asset Management LLC | 13 | 5 | 0.00% | 1.11% | 2.01% | Q4 2018 | Q3 2023 | 18 |
Arlington Partners LLC | 14 | 4 | 0.00% | 0.12% | 0.25% | Q1 2019 | Q3 2023 | 18 |
HHR Asset Management, LLC | 18 | 18 | 1.58% | 4.22% | 5.04% | Q4 2017 | Q1 2022 | 18 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 18 | 18 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q4 2019 | 18 |
Montecito Bank & Trust | 17 | 1 | 0.02% | 0.34% | 0.85% | Q4 2016 | Q1 2022 | 18 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 13 | 5 | 0.01% | 0.11% | 0.27% | Q2 2016 | Q4 2021 | 18 |
MOORE CAPITAL MANAGEMENT, LP | 12 | 1 | 0.03% | 0.42% | 2.21% | Q3 2015 | Q1 2023 | 18 |
DAVIS R M INC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2022 | 18 |
SpiderRock Advisors, LLC | 17 | 1 | 0.00% | 0.47% | 2.86% | Q3 2017 | Q3 2023 | 18 |
Summit Trail Advisors, LLC | 14 | 4 | 0.02% | 0.05% | 0.22% | Q4 2017 | Q3 2023 | 18 |
BRINKER CAPITAL INC | 18 | 18 | 0.02% | 0.15% | 0.58% | Q1 2016 | Q2 2020 | 18 |
Homrich & Berg | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2021 | 18 |
Crystal Rock Capital Management | 18 | 18 | 0.54% | 3.05% | 6.75% | Q4 2018 | Q1 2023 | 18 |
Spot Trading L.L.C | 7 | 7 | 0.00% | 0.04% | 0.28% | Q3 2015 | Q1 2017 | 18 |
Meristem Family Wealth, LLC | 14 | 4 | 0.05% | 0.18% | 0.33% | Q3 2017 | Q1 2022 | 18 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.00% | 0.99% | 2.31% | Q4 2019 | Q3 2023 | 18 |
BAHL & GAYNOR INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Artemis Investment Management LLP | 10 | 2 | 0.03% | 0.85% | 1.87% | Q1 2016 | Q3 2021 | 18 |
NuWave Investment Management, LLC | 9 | 4 | 0.00% | 0.48% | 1.47% | Q4 2017 | Q3 2022 | 18 |
Bartlett & Co. LLC | 16 | 2 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q4 2023 | 18 |
Pekin Hardy Strauss, Inc. | 17 | 1 | 0.02% | 0.12% | 0.26% | Q3 2018 | Q1 2023 | 18 |
Fiduciary Trust Co International of Pennsylvania | 18 | 18 | 0.03% | 0.25% | 0.52% | Q4 2015 | Q1 2020 | 18 |
Somerset Group LLC | 18 | 18 | 0.18% | 0.52% | 0.91% | Q2 2019 | Q3 2023 | 18 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 6 | 0.02% | 0.08% | 0.24% | Q1 2019 | Q3 2023 | 18 |
Edmonds Duncan Registered Investment Advisors, LLC | 18 | 18 | 0.14% | 0.31% | 0.58% | Q2 2017 | Q3 2021 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ATALANTA SOSNOFF CAPITAL, LLC | 16 | 2 | 0.01% | 1.54% | 3.12% | Q1 2018 | Q4 2022 | 18 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.21% | 0.65% | Q2 2016 | Q1 2023 | 18 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.13% | 0.21% | 0.30% | Q4 2017 | Q1 2022 | 18 |
Osborn Williams & Donohoe LLC | 18 | 18 | 0.16% | 0.31% | 0.54% | Q4 2015 | Q1 2020 | 18 |
Interval Partners, LP | 6 | 1 | 0.02% | 0.25% | 0.88% | Q4 2018 | Q2 2023 | 18 |
Select Equity Group, L.P. | 5 | 1 | 0.00% | 0.28% | 1.46% | Q3 2015 | Q3 2023 | 18 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 18 |
Railway Pension Investments Ltd | 13 | 5 | 0.03% | 0.90% | 1.83% | Q4 2018 | Q2 2023 | 18 |
Northeast Financial Consultants Inc | 18 | 18 | 0.02% | 0.08% | 0.19% | Q1 2019 | Q2 2023 | 18 |
Quadrature Capital Ltd | 6 | 1 | 0.01% | 0.58% | 1.97% | Q3 2015 | Q3 2023 | 18 |
Stanley-Laman Group, Ltd. | 8 | 2 | 0.04% | 1.65% | 2.57% | Q4 2016 | Q4 2022 | 18 |
Ardevora Asset Management LLP | 18 | 18 | 0.01% | 0.79% | 0.97% | Q3 2017 | Q4 2021 | 18 |
WINTON GROUP Ltd | 14 | 1 | 0.00% | 0.06% | 0.28% | Q3 2016 | Q2 2023 | 18 |
Quadrant Capital Management, LLC | 18 | 18 | 0.76% | 1.06% | 1.31% | Q3 2015 | Q4 2019 | 18 |
ASSOCIATED BANC-CORP | 18 | 18 | 0.01% | 0.42% | 1.26% | Q2 2019 | Q3 2023 | 18 |
Hyperion Asset Management Ltd | 18 | 18 | 3.14% | 9.41% | 12.87% | Q4 2017 | Q1 2022 | 18 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.07% | 0.33% | 1.31% | Q1 2016 | Q3 2023 | 18 |
Melvin Capital Management LP | 13 | 1 | 0.34% | 1.54% | 4.33% | Q2 2016 | Q2 2021 | 18 |
HOLDERNESS INVESTMENTS CO | 17 | 17 | 0.14% | 0.21% | 0.30% | Q4 2017 | Q4 2021 | 17 |
Archford Capital Strategies, LLC | 7 | 4 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2021 | 17 |
Convergence Investment Partners, LLC | 13 | 1 | 0.02% | 0.24% | 0.57% | Q1 2018 | Q2 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 17 |
BigSur Wealth Management LLC | 13 | 4 | 0.12% | 0.55% | 1.76% | Q1 2019 | Q3 2023 | 17 |
Virtue Capital Management, LLC | 8 | 2 | 0.00% | 0.23% | 0.45% | Q4 2017 | Q3 2023 | 17 |
Archon Partners LLC | 17 | 17 | 0.17% | 0.54% | 1.82% | Q1 2018 | Q1 2022 | 17 |
Regal Investment Advisors LLC | 8 | 1 | 0.02% | 0.07% | 0.14% | Q3 2015 | Q1 2023 | 17 |
BFSG, LLC | 12 | 5 | 0.11% | 1.09% | 2.41% | Q3 2017 | Q4 2021 | 17 |
Busey Bank | 17 | 17 | 0.04% | 0.20% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Gerber Kawasaki Wealth & Investment Management | 9 | 8 | 0.02% | 0.09% | 0.22% | Q4 2017 | Q1 2022 | 17 |
WEALTHSOURCE PARTNERS, LLC | 13 | 13 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2022 | 17 |
CROSSLINK CAPITAL INC | 13 | 4 | 0.58% | 3.60% | 6.92% | Q3 2015 | Q4 2020 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.01% | 0.13% | 0.32% | Q2 2017 | Q2 2021 | 17 |
SUNTRUST BANKS INC | 17 | 17 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2019 | 17 |
NBT BANK N A /NY | 16 | 1 | 0.02% | 0.10% | 0.18% | Q1 2017 | Q3 2023 | 17 |
Tidal Investments LLC | 17 | 17 | 0.13% | 0.81% | 2.46% | Q3 2019 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 2.06% | 2.79% | 3.69% | Q4 2019 | Q4 2023 | 17 |
BlueSpruce Investments, LP | 9 | 2 | 0.23% | 7.92% | 13.44% | Q3 2015 | Q1 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.39% | 1.76% | Q2 2017 | Q3 2023 | 17 |
OAK RIDGE INVESTMENTS LLC | 17 | 17 | 0.36% | 0.68% | 1.12% | Q4 2017 | Q4 2021 | 17 |
EAGLE ASSET MANAGEMENT INC | 8 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.08% | 1.17% | 3.60% | Q1 2016 | Q2 2023 | 17 |
Teza Capital Management LLC | 5 | 1 | 0.06% | 0.42% | 0.99% | Q1 2017 | Q2 2023 | 17 |
WBH ADVISORY INC | 17 | 17 | 0.02% | 0.09% | 0.14% | Q1 2018 | Q1 2022 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 2 | 0.04% | 0.19% | 0.51% | Q2 2019 | Q3 2023 | 17 |
AlphaStar Capital Management, LLC | 9 | 1 | 0.02% | 0.20% | 0.81% | Q4 2017 | Q2 2023 | 17 |
GFG Capital, LLC | 16 | 16 | 0.22% | 0.57% | 0.85% | Q4 2019 | Q3 2023 | 17 |
MCDANIEL TERRY & CO | 17 | 17 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q2 2023 | 17 |
Drexel Morgan & Co. | 17 | 17 | 0.06% | 0.25% | 0.35% | Q2 2017 | Q2 2021 | 17 |
SYCOMORE ASSET MANAGEMENT | 17 | 17 | 0.13% | 2.63% | 6.27% | Q4 2018 | Q4 2022 | 17 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.24% | 1.29% | Q2 2016 | Q3 2023 | 17 |
Veracity Capital LLC | 10 | 2 | 0.01% | 0.13% | 0.29% | Q4 2019 | Q3 2023 | 17 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.00% | 0.53% | 1.52% | Q4 2019 | Q3 2023 | 17 |
HANCOCK WHITNEY CORP | 17 | 17 | 0.01% | 0.29% | 0.60% | Q3 2018 | Q3 2022 | 17 |
Arkadios Wealth Advisors | 16 | 16 | 0.09% | 0.32% | 0.84% | Q4 2019 | Q3 2023 | 17 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.17% | 0.37% | Q1 2016 | Q2 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.04% | 0.13% | 0.29% | Q4 2019 | Q4 2023 | 17 |
UBS OCONNOR LLC | 9 | 1 | 0.00% | 0.66% | 1.67% | Q3 2015 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.30% | 0.50% | 0.68% | Q3 2019 | Q3 2023 | 17 |
IPG Investment Advisors LLC | 13 | 1 | 0.08% | 0.52% | 1.80% | Q4 2017 | Q3 2023 | 17 |
Rodgers Brothers Inc. | 14 | 1 | 0.05% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Haverford Trust Co | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Lee Financial Co | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.17% | 0.37% | 0.59% | Q1 2018 | Q1 2022 | 17 |
Cito Capital Group, LLC | 15 | 2 | 0.25% | 0.48% | 0.63% | Q4 2017 | Q3 2023 | 17 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 9 | 8 | 0.06% | 0.17% | 0.22% | Q4 2017 | Q1 2022 | 17 |
CAPITAL ADVISORS INC/OK | 17 | 17 | 0.36% | 0.75% | 1.35% | Q4 2017 | Q4 2021 | 17 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.15% | 0.57% | Q4 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 17 | 17 | 0.05% | 0.08% | 0.13% | Q3 2015 | Q3 2019 | 17 |
Fort Point Capital Partners LLC | 8 | 1 | 0.04% | 0.11% | 0.18% | Q4 2017 | Q1 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.03% | 0.10% | 0.18% | Q4 2019 | Q4 2023 | 17 |
Bath Savings Trust Co | 17 | 17 | 0.04% | 0.10% | 0.17% | Q2 2019 | Q2 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.13% | 0.44% | Q3 2015 | Q3 2019 | 17 |
Phoenix Holdings Ltd. | 17 | 17 | 0.04% | 0.36% | 1.04% | Q3 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.15% | 0.35% | 0.67% | Q3 2019 | Q3 2023 | 17 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 17 | 17 | 0.04% | 0.12% | 0.23% | Q2 2019 | Q2 2023 | 17 |
Cottage Street Advisors LLC | 17 | 17 | 0.00% | 0.90% | 1.74% | Q1 2018 | Q1 2022 | 17 |
Capital Advisory Group Advisory Services, LLC | 17 | 17 | 0.06% | 0.18% | 0.42% | Q1 2018 | Q1 2022 | 17 |
Paragon Capital Management Ltd | 16 | 1 | 0.06% | 0.21% | 0.39% | Q1 2018 | Q2 2022 | 17 |
CreativeOne Wealth, LLC | 13 | 4 | 0.02% | 0.08% | 0.18% | Q1 2019 | Q2 2023 | 17 |
FIRST INTERSTATE BANK | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 17 |
West Family Investments, Inc. | 12 | 12 | 0.00% | 1.14% | 3.19% | Q4 2020 | Q3 2023 | 17 |
JFS WEALTH ADVISORS, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Terra Nova Asset Management LLC | 8 | 4 | 0.57% | 1.69% | 3.00% | Q3 2015 | Q3 2022 | 17 |
SEEYOND | 17 | 17 | 0.07% | 0.18% | 0.29% | Q4 2018 | Q4 2022 | 17 |
Evolution Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.14% | 0.48% | Q4 2018 | Q3 2023 | 17 |
AVITY INVESTMENT MANAGEMENT INC. | 17 | 17 | 1.39% | 2.91% | 4.76% | Q3 2019 | Q3 2023 | 17 |
ORSER CAPITAL MANAGEMENT, LLC | 17 | 17 | 1.45% | 2.55% | 3.47% | Q4 2017 | Q4 2021 | 17 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.27% | 0.59% | Q4 2019 | Q3 2023 | 17 |
SMITH ASSET MANAGEMENT GROUP LP | 17 | 17 | 0.48% | 1.65% | 2.80% | Q2 2017 | Q2 2021 | 17 |
STRATEGIC CAPITAL ADVISERS, INC. | 17 | 17 | 1.68% | 2.88% | 3.60% | Q4 2017 | Q4 2021 | 17 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 16 | 1 | 0.03% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 17 |
Capital Wealth Planning, LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 17 |
FIRST CITIZENS BANK & TRUST CO | 17 | 17 | 0.05% | 0.20% | 0.36% | Q4 2017 | Q4 2021 | 17 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.02% | 0.04% | 0.11% | Q3 2006 | Q4 2019 | 17 |
Nelson Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.04% | 0.11% | Q3 2015 | Q3 2019 | 17 |
B & T Capital Management DBA Alpha Capital Management | 17 | 17 | 0.50% | 0.87% | 1.44% | Q4 2017 | Q4 2021 | 17 |
Capital International, Inc./CA/ | 17 | 17 | 0.02% | 0.45% | 1.25% | Q3 2018 | Q3 2022 | 17 |
Bragg Financial Advisors, Inc | 17 | 17 | 0.03% | 0.36% | 0.66% | Q3 2019 | Q3 2023 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.07% | 0.36% | 1.08% | Q3 2019 | Q3 2023 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 0.11% | 0.42% | 0.95% | Q3 2019 | Q3 2023 | 17 |
Broadleaf Partners, LLC | 17 | 17 | 2.11% | 3.48% | 4.87% | Q4 2017 | Q4 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.08% | 0.17% | Q1 2018 | Q1 2022 | 17 |
AGF INVESTMENTS INC. | 8 | 2 | 0.01% | 0.32% | 0.90% | Q2 2016 | Q4 2021 | 17 |
FLC Capital Advisors | 17 | 17 | 0.07% | 0.15% | 0.26% | Q2 2019 | Q2 2023 | 17 |
GW&K Investment Management, LLC | 17 | 17 | 0.00% | 0.12% | 0.30% | Q3 2019 | Q3 2023 | 17 |
HALSEY ASSOCIATES INC/CT | 17 | 17 | 1.32% | 2.69% | 3.78% | Q3 2015 | Q3 2019 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.06% | 0.88% | 1.54% | Q3 2019 | Q3 2023 | 17 |
Venture Visionary Partners LLC | 16 | 16 | 0.03% | 0.21% | 0.35% | Q4 2019 | Q3 2023 | 17 |
JGP Wealth Management, LLC | 16 | 1 | 0.05% | 0.17% | 0.30% | Q2 2018 | Q3 2022 | 17 |
Selective Wealth Management, Inc. | 14 | 3 | 0.01% | 0.35% | 1.43% | Q3 2019 | Q4 2023 | 17 |
SCGE MANAGEMENT, L.P. | 16 | 1 | 3.63% | 5.79% | 8.10% | Q4 2017 | Q3 2022 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 15 | 2 | 0.02% | 1.69% | 3.49% | Q4 2015 | Q3 2023 | 17 |
New World Advisors LLC | 6 | 5 | 0.08% | 0.18% | 0.67% | Q1 2019 | Q3 2023 | 16 |
COUNTRY TRUST BANK | 10 | 6 | 0.00% | 0.35% | 0.78% | Q3 2017 | Q4 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.30% | 0.95% | 2.03% | Q4 2019 | Q3 2023 | 16 |
Watchman Group, Inc. | 16 | 16 | 0.80% | 1.98% | 3.19% | Q4 2019 | Q3 2023 | 16 |
Fairhaven Wealth Management, LLC | 16 | 16 | 0.57% | 0.95% | 1.47% | Q4 2018 | Q3 2022 | 16 |
Impax Asset Management Group plc | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Strategies, LLC | 16 | 16 | 0.20% | 0.33% | 0.44% | Q4 2018 | Q3 2022 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
WENDELL DAVID ASSOCIATES INC | 16 | 16 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q4 2022 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.04% | 0.07% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.04% | 0.19% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Pacific Wealth Strategies Group, Inc. | 16 | 16 | 0.34% | 0.73% | 1.31% | Q1 2018 | Q4 2021 | 16 |
BURKE & HERBERT BANK & TRUST CO | 16 | 16 | 0.18% | 0.43% | 0.90% | Q1 2019 | Q4 2022 | 16 |
OMERS ADMINISTRATION Corp | 6 | 2 | 0.01% | 0.07% | 0.40% | Q4 2015 | Q1 2022 | 16 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.25% | 0.69% | 1.34% | Q1 2019 | Q3 2023 | 16 |
Sargent Investment Group, LLC | 14 | 1 | 0.05% | 0.14% | 0.20% | Q4 2018 | Q1 2023 | 16 |
Private Harbour Investment Management & Counsel, LLC | 16 | 16 | 0.53% | 1.15% | 1.78% | Q2 2018 | Q1 2022 | 16 |
Bayesian Capital Management, LP | 3 | 1 | 0.09% | 0.56% | 1.51% | Q1 2016 | Q2 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.12% | 0.76% | 2.30% | Q4 2019 | Q3 2023 | 16 |
Grassi Investment Management | 8 | 2 | 0.03% | 0.24% | 0.68% | Q3 2015 | Q3 2021 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.17% | 0.98% | Q4 2018 | Q3 2022 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 16 | 16 | 0.02% | 0.09% | 0.38% | Q3 2019 | Q2 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
WADDELL & REED FINANCIAL INC | 16 | 16 | 0.34% | 0.76% | 1.31% | Q2 2017 | Q1 2021 | 16 |
Geneva Partners, LLC | 16 | 16 | 0.10% | 1.99% | 3.47% | Q1 2018 | Q4 2021 | 16 |
INVERNESS COUNSEL LLC /NY/ | 12 | 4 | 0.01% | 0.45% | 1.86% | Q1 2018 | Q1 2022 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.02% | 2.09% | 3.83% | Q4 2019 | Q3 2023 | 16 |
Whetstone Capital Advisors, LLC | 16 | 16 | 3.69% | 7.47% | 11.97% | Q4 2016 | Q3 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.05% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Mechanics Bank Trust Department | 16 | 16 | 0.00% | 0.16% | 0.36% | Q3 2019 | Q2 2023 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q2 2019 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.31% | 2.46% | 4.53% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.10% | 0.51% | 1.14% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.07% | 0.26% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.00% | 0.06% | 0.51% | Q2 2017 | Q1 2021 | 16 |
First Heartland Consultants, Inc. | 10 | 1 | 0.03% | 0.08% | 0.14% | Q1 2016 | Q4 2022 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.08% | 0.30% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.17% | 0.34% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Family Management Corp | 12 | 4 | 0.09% | 0.31% | 1.05% | Q3 2015 | Q4 2021 | 16 |
DFPG INVESTMENTS, LLC | 12 | 4 | 0.08% | 0.38% | 0.67% | Q2 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.10% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.01% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.07% | 0.17% | 0.42% | Q4 2017 | Q3 2021 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.09% | 1.94% | 3.47% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST BANK | 14 | 2 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q1 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.11% | 0.53% | 0.95% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.05% | 0.20% | 0.46% | Q4 2019 | Q3 2023 | 16 |
OGBORNE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 13.84% | 26.29% | Q4 2018 | Q4 2021 | 16 |
Supplemental Annuity Collective Trust of NJ | 16 | 16 | 0.22% | 0.55% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Cipher Capital LP | 5 | 1 | 0.03% | 0.31% | 0.83% | Q3 2015 | Q3 2023 | 16 |
NAVELLIER & ASSOCIATES INC | 16 | 16 | 0.40% | 1.22% | 2.10% | Q3 2017 | Q2 2021 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.07% | 0.34% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Almanack Investment Partners, LLC. | 16 | 16 | 0.03% | 0.10% | 0.23% | Q2 2018 | Q1 2022 | 16 |
Stevens First Principles Investment Advisors | 16 | 16 | 2.13% | 6.19% | 9.66% | Q3 2015 | Q2 2019 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.04% | 0.25% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Emerson Point Capital LP | 16 | 16 | 0.37% | 3.95% | 11.48% | Q4 2018 | Q3 2022 | 16 |
Comprehensive Financial Management LLC | 16 | 16 | 62.36% | 69.62% | 76.51% | Q4 2019 | Q3 2023 | 16 |
AGF Investments LLC | 11 | 1 | 0.00% | 0.05% | 0.32% | Q2 2017 | Q1 2022 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q2 2022 | 16 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.01% | 0.08% | 0.30% | Q4 2021 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.30% | 0.46% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Holistic Financial Partners | 14 | 2 | 0.06% | 0.28% | 0.40% | Q4 2017 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.03% | 0.52% | 2.36% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.18% | 0.53% | Q1 2018 | Q3 2023 | 16 |
Integre Asset Management, LLC | 16 | 16 | 0.24% | 1.56% | 2.88% | Q1 2016 | Q4 2019 | 16 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 14 | 1 | 0.08% | 0.22% | 0.29% | Q4 2018 | Q1 2023 | 16 |
Sullivan, Bruyette, Speros & Blaney, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q1 2021 | 16 |
EVOKE WEALTH, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q2 2023 | 16 |
Mosaic Family Wealth, LLC | 16 | 16 | 0.04% | 0.15% | 0.42% | Q4 2015 | Q3 2019 | 16 |
MCKINLEY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.01% | 1.55% | 2.24% | Q1 2018 | Q4 2021 | 16 |
Banco de Sabadell, S.A | 16 | 16 | 0.01% | 0.36% | 1.39% | Q4 2017 | Q3 2021 | 16 |
HBW ADVISORY SERVICES LLC | 16 | 16 | 0.06% | 0.68% | 4.51% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q2 2019 | 16 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 12 | 1 | 0.02% | 0.07% | 0.15% | Q1 2019 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.13% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Ironvine Capital Partners, LLC | 16 | 16 | 0.61% | 1.76% | 3.24% | Q4 2019 | Q3 2023 | 16 |
CHILTON INVESTMENT CO INC. | 16 | 16 | 0.01% | 0.95% | 2.70% | Q2 2018 | Q1 2022 | 16 |
Solstein Capital, LLC | 16 | 16 | 0.02% | 0.20% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 9 | 1 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q1 2023 | 16 |
PRIVATE ASSET MANAGEMENT INC | 12 | 4 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q1 2023 | 16 |
Providence Capital Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 16 |
Sharkey, Howes & Javer | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CHEMICAL BANK | 16 | 16 | 0.03% | 0.14% | 0.30% | Q3 2015 | Q2 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.19% | 0.92% | 1.60% | Q4 2019 | Q3 2023 | 16 |
Eisler Capital (UK) Ltd. | 5 | 3 | 0.00% | 0.19% | 0.86% | Q3 2021 | Q3 2023 | 16 |
Financial Management Professionals, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 16 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.04% | 0.19% | Q1 2016 | Q1 2019 | 16 |
Graham Capital Management, L.P. | 12 | 4 | 0.01% | 0.19% | 0.81% | Q4 2017 | Q2 2023 | 16 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.13% | 0.38% | Q1 2016 | Q2 2023 | 16 |
Stephens Investment Management Group LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.14% | 0.56% | 1.01% | Q4 2019 | Q3 2023 | 16 |
First National Bank of Hutchinson | 16 | 16 | 0.19% | 0.36% | 0.57% | Q1 2018 | Q4 2021 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.05% | 0.33% | 0.57% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.13% | 0.61% | 1.21% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.30% | 0.77% | 1.25% | Q4 2019 | Q3 2023 | 16 |
OAK ASSOCIATES LTD /OH/ | 16 | 16 | 0.10% | 0.41% | 0.74% | Q4 2019 | Q3 2023 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.01% | 0.34% | 0.76% | Q4 2019 | Q4 2023 | 16 |
Kerrisdale Advisers, LLC | 8 | 2 | 0.11% | 2.98% | 6.46% | Q1 2016 | Q3 2023 | 16 |
MITCHELL CAPITAL MANAGEMENT CO | 16 | 16 | 0.64% | 1.58% | 2.40% | Q1 2018 | Q4 2021 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Sycale Advisors (NY) LLC | 16 | 16 | 3.20% | 6.96% | 10.97% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 15 | 15 | 0.08% | 0.23% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Burleson & Company, LLC | 11 | 11 | 0.01% | 1.46% | 2.88% | Q2 2020 | Q4 2022 | 15 |
BlueMar Capital Management, LLC | 14 | 1 | 1.36% | 5.10% | 8.75% | Q3 2018 | Q3 2022 | 15 |
Traynor Capital Management, Inc. | 15 | 15 | 0.10% | 1.04% | 2.49% | Q2 2018 | Q4 2021 | 15 |
CONNABLE OFFICE INC | 15 | 15 | 0.19% | 0.46% | 0.81% | Q1 2020 | Q3 2023 | 15 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 1 | 0.01% | 0.13% | 0.33% | Q4 2019 | Q3 2023 | 15 |
Grace Capital | 15 | 15 | 0.06% | 0.23% | 0.49% | Q2 2018 | Q4 2021 | 15 |
RMR Wealth Builders | 14 | 1 | 0.05% | 0.27% | 0.63% | Q4 2019 | Q3 2023 | 15 |
FIRST NATIONAL CORP /MA/ /ADV | 14 | 1 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q3 2022 | 15 |
Johanson Financial Advisors, Inc. | 15 | 15 | 0.19% | 0.31% | 0.43% | Q2 2018 | Q4 2021 | 15 |
Shepherd Financial Partners LLC | 15 | 15 | 0.04% | 0.30% | 0.58% | Q1 2020 | Q3 2023 | 15 |
TEACHERS ADVISORS, LLC | 15 | 15 | 0.08% | 0.25% | 0.49% | Q3 2015 | Q1 2019 | 15 |
Premier Fund Managers Ltd | 15 | 15 | 0.02% | 0.24% | 1.31% | Q1 2020 | Q3 2023 | 15 |
Steinberg Global Asset Management | 15 | 15 | 0.11% | 0.26% | 0.68% | Q3 2015 | Q1 2019 | 15 |
Citizens Business Bank | 10 | 2 | 0.06% | 0.27% | 0.47% | Q3 2015 | Q4 2021 | 15 |
Mint Tower Capital Management B.V. | 5 | 1 | 0.00% | 0.21% | 0.54% | Q3 2018 | Q2 2021 | 15 |
EFG Asset Management (Americas) Corp. | 15 | 15 | 0.52% | 1.51% | 2.14% | Q2 2018 | Q4 2021 | 15 |
Summit X, LLC | 15 | 15 | 0.13% | 0.21% | 0.30% | Q2 2019 | Q4 2022 | 15 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q1 2022 | 15 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 15 | 15 | 0.11% | 0.23% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Fosun International Ltd | 14 | 1 | 0.10% | 0.25% | 0.73% | Q2 2018 | Q1 2022 | 15 |
ETRADE Capital Management LLC | 15 | 15 | 0.01% | 0.11% | 0.21% | Q1 2017 | Q3 2020 | 15 |
Orbis Allan Gray Ltd | 12 | 3 | 0.01% | 1.93% | 4.92% | Q1 2016 | Q4 2022 | 15 |
Well Done, LLC | 7 | 1 | 0.03% | 0.09% | 0.46% | Q2 2017 | Q2 2022 | 15 |
Wellington Shields & Co., LLC | 14 | 1 | 0.06% | 0.15% | 0.31% | Q2 2019 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 12 | 1 | 0.08% | 0.59% | 0.89% | Q1 2017 | Q3 2021 | 15 |
Quilter Plc | 12 | 3 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.08% | 0.32% | 0.61% | Q1 2020 | Q3 2023 | 15 |
White Pine Investment CO | 15 | 15 | 1.12% | 1.67% | 2.20% | Q1 2020 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.12% | 0.32% | 0.54% | Q4 2019 | Q2 2023 | 15 |
Prana Capital Management, LP | 5 | 3 | 0.12% | 1.15% | 2.63% | Q4 2017 | Q1 2023 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.34% | 0.67% | Q1 2019 | Q3 2022 | 15 |
Canal Capital Management, LLC | 14 | 1 | 0.11% | 0.77% | 1.34% | Q4 2017 | Q4 2022 | 15 |
Stratos Investment Management, LLC | 15 | 15 | 0.25% | 0.49% | 0.80% | Q4 2019 | Q2 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Redmond Asset Management, LLC | 15 | 15 | 0.36% | 0.67% | 0.92% | Q1 2020 | Q3 2023 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 8 | 7 | 0.01% | 0.49% | 1.61% | Q3 2015 | Q2 2019 | 15 |
Lee Capital Holdings LLC | 12 | 1 | 0.41% | 1.44% | 4.15% | Q2 2018 | Q4 2022 | 15 |
Colonial Trust Advisors | 15 | 15 | 0.16% | 0.38% | 0.65% | Q1 2020 | Q3 2023 | 15 |
Meridian Financial Partners LLC | 15 | 15 | 0.15% | 0.50% | 0.84% | Q4 2018 | Q2 2022 | 15 |
Edge Capital Group, LLC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 15 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 11 | 4 | 0.04% | 0.44% | 0.85% | Q3 2017 | Q4 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.12% | 0.61% | 1.07% | Q1 2020 | Q3 2023 | 15 |
Maven Securities LTD | 11 | 2 | 0.01% | 0.08% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Bleichroeder LP | 15 | 15 | 0.07% | 0.17% | 0.56% | Q1 2020 | Q3 2023 | 15 |
LATHROP INVESTMENT MANAGEMENT CORP | 15 | 15 | 1.05% | 2.20% | 3.58% | Q1 2020 | Q3 2023 | 15 |
Intersect Capital LLC | 15 | 15 | 0.10% | 0.28% | 0.53% | Q4 2018 | Q2 2022 | 15 |
VICUS CAPITAL | 7 | 1 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q4 2021 | 15 |
Richard Bernstein Advisors LLC | 14 | 1 | 0.06% | 0.25% | 0.34% | Q3 2015 | Q3 2023 | 15 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.19% | 0.68% | 1.66% | Q1 2020 | Q3 2023 | 15 |
Holocene Advisors, LP | 9 | 1 | 0.00% | 0.81% | 2.58% | Q1 2018 | Q2 2023 | 15 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.00% | 0.36% | 1.00% | Q1 2016 | Q2 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.11% | 0.48% | 1.14% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.52% | 1.78% | Q1 2020 | Q3 2023 | 15 |
AMG National Trust Bank | 14 | 1 | 0.02% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.25% | 0.52% | 0.99% | Q3 2015 | Q1 2019 | 15 |
OppenheimerFunds, Inc. | 15 | 15 | 0.54% | 0.79% | 1.18% | Q3 2015 | Q1 2019 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.22% | 0.40% | 0.58% | Q3 2016 | Q1 2020 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 15 | 0.03% | 0.35% | 1.18% | Q3 2019 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.07% | 0.09% | 0.10% | Q2 2016 | Q4 2019 | 15 |
Sand Hill Global Advisors, LLC | 15 | 15 | 0.16% | 0.35% | 0.47% | Q3 2018 | Q1 2022 | 15 |
Night Owl Capital Management, LLC | 15 | 15 | 1.69% | 2.70% | 3.62% | Q1 2018 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 15 |
BINGHAM OSBORN & SCARBOROUGH LLC | 15 | 15 | 0.03% | 0.07% | 0.14% | Q1 2018 | Q3 2021 | 15 |
RELIANCE TRUST CO OF DELAWARE | 15 | 15 | 0.12% | 0.16% | 0.20% | Q3 2015 | Q1 2019 | 15 |
Delaney Dennis R | 11 | 4 | 0.29% | 0.95% | 2.35% | Q4 2017 | Q2 2023 | 15 |
GUARDIAN INVESTMENT MANAGEMENT | 15 | 15 | 0.92% | 1.87% | 2.97% | Q4 2018 | Q2 2022 | 15 |
Castle Rock Wealth Management, LLC | 12 | 3 | 0.18% | 0.54% | 0.91% | Q1 2018 | Q1 2022 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.13% | 0.45% | 0.80% | Q1 2020 | Q3 2023 | 15 |
TimesSquare Capital Management, LLC | 13 | 2 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q2 2021 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.28% | 0.95% | 1.69% | Q4 2019 | Q2 2023 | 15 |
Perpetual Ltd | 8 | 1 | 0.04% | 0.72% | 1.98% | Q3 2015 | Q3 2023 | 15 |
Tortoise Index Solutions, LLC | 15 | 15 | 0.05% | 0.10% | 0.15% | Q1 2019 | Q3 2022 | 15 |
Blue Pool Management Ltd. | 15 | 15 | 0.34% | 2.89% | 5.28% | Q1 2018 | Q3 2021 | 15 |
Financial Enhancement Group LLC | 15 | 15 | 0.00% | 1.54% | 2.09% | Q1 2019 | Q3 2022 | 15 |
LEVIN CAPITAL STRATEGIES, L.P. | 9 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2022 | 15 |
Lone Pine Capital | 6 | 1 | 1.87% | 3.41% | 6.73% | Q1 2016 | Q3 2022 | 15 |
DUBUQUE BANK & TRUST CO | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2021 | 15 |
Evanson Asset Management, LLC | 14 | 1 | 0.02% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 15 |
V Wealth Advisors LLC | 11 | 1 | 0.01% | 0.28% | 0.63% | Q2 2017 | Q3 2023 | 15 |
K.J. Harrison & Partners Inc | 8 | 1 | 0.08% | 0.23% | 0.55% | Q3 2018 | Q2 2023 | 15 |
Trinity Legacy Partners, LLC | 9 | 2 | 0.00% | 0.80% | 2.18% | Q1 2019 | Q4 2021 | 15 |
Foresight Wealth Management, LLC | 15 | 15 | 0.01% | 0.18% | 0.29% | Q1 2019 | Q3 2022 | 15 |
BEACON FINANCIAL GROUP | 8 | 7 | 0.04% | 0.10% | 0.13% | Q3 2015 | Q1 2022 | 15 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.06% | 0.46% | 1.17% | Q1 2020 | Q3 2023 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
LOOMIS SAYLES & CO L P | 13 | 2 | 0.00% | 0.46% | 1.18% | Q3 2016 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.05% | 0.35% | 0.54% | Q1 2017 | Q3 2020 | 15 |
Tekne Capital Management, LLC | 15 | 15 | 5.40% | 10.64% | 24.39% | Q3 2015 | Q1 2019 | 15 |
Physician Wealth Advisors, Inc. | 15 | 15 | 0.06% | 0.15% | 0.25% | Q3 2019 | Q1 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Csenge Advisory Group | 14 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 15 |
Community Bank & Trust, Waco, Texas | 14 | 1 | 0.08% | 0.25% | 0.52% | Q4 2019 | Q3 2023 | 15 |
WealthTrust Fairport, LLC | 15 | 15 | 0.17% | 0.64% | 0.97% | Q3 2015 | Q1 2019 | 15 |
Manning & Napier Group, LLC | 14 | 14 | 0.79% | 1.35% | 1.89% | Q4 2019 | Q1 2023 | 14 |
STERLING INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.84% | 2.55% | 4.16% | Q3 2015 | Q4 2018 | 14 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 12 | 2 | 0.09% | 0.86% | 1.67% | Q1 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Sompo Asset Management Co., Ltd. | 9 | 2 | 0.06% | 0.18% | 0.27% | Q4 2016 | Q3 2023 | 14 |
Azora Capital LP | 13 | 1 | 0.90% | 5.64% | 13.44% | Q4 2019 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 1.76% | 4.29% | 7.49% | Q2 2020 | Q3 2023 | 14 |
Boston Trust Walden Corp | 14 | 14 | 0.00% | 0.10% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Carl P. Sherr & Co., LLC | 7 | 7 | 0.19% | 0.53% | 1.03% | Q4 2019 | Q2 2023 | 14 |
Stamos Capital Partners, L.P. | 8 | 2 | 0.15% | 0.53% | 1.26% | Q4 2018 | Q3 2023 | 14 |
IMA Wealth, Inc. | 11 | 3 | 0.00% | 0.28% | 0.60% | Q2 2018 | Q3 2023 | 14 |
Redhawk Wealth Advisors, Inc. | 14 | 14 | 0.06% | 0.35% | 0.60% | Q3 2018 | Q4 2021 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.07% | 0.46% | Q1 2020 | Q2 2023 | 14 |
Elite Wealth Management, Inc. | 13 | 1 | 0.02% | 0.20% | 0.47% | Q3 2016 | Q1 2023 | 14 |
Duquesne Family Office | 5 | 1 | 0.36% | 2.04% | 4.10% | Q3 2015 | Q1 2021 | 14 |
PFM Health Sciences, LP | 13 | 1 | 0.05% | 0.96% | 2.13% | Q1 2016 | Q4 2019 | 14 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Providence First Trust Co | 11 | 3 | 0.32% | 0.87% | 1.81% | Q3 2019 | Q3 2023 | 14 |
United Asset Strategies, Inc. | 14 | 14 | 0.03% | 0.14% | 0.34% | Q2 2020 | Q3 2023 | 14 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 3 | 0.04% | 0.33% | 0.59% | Q4 2015 | Q4 2021 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.58% | 0.97% | 1.28% | Q3 2015 | Q4 2018 | 14 |
DeDora Capital, Inc. | 7 | 1 | 0.13% | 0.66% | 1.35% | Q3 2019 | Q3 2023 | 14 |
White Elm Capital, LLC | 14 | 14 | 0.61% | 3.41% | 5.76% | Q3 2016 | Q4 2019 | 14 |
WealthTrust-Arizona, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q4 2018 | 14 |
Copperwynd Financial, LLC | 14 | 14 | 0.17% | 0.49% | 0.99% | Q2 2020 | Q3 2023 | 14 |
Engle Capital Management, L.P. | 8 | 1 | 1.34% | 6.54% | 11.38% | Q4 2016 | Q3 2022 | 14 |
Platform Technology Partners | 10 | 1 | 0.16% | 0.37% | 0.68% | Q4 2019 | Q3 2023 | 14 |
Callan Capital, LLC | 9 | 5 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.04% | 0.18% | 0.37% | Q4 2019 | Q3 2023 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q2 2022 | 14 |
Executive Wealth Management, LLC | 14 | 14 | 0.16% | 0.43% | 0.71% | Q4 2018 | Q1 2022 | 14 |
WoodTrust Financial Corp | 14 | 14 | 0.10% | 0.74% | 1.79% | Q2 2020 | Q3 2023 | 14 |
Catamount Wealth Management | 13 | 1 | 0.00% | 0.43% | 3.25% | Q3 2015 | Q1 2019 | 14 |
Ascent Wealth Partners, LLC | 7 | 3 | 0.06% | 0.15% | 0.46% | Q3 2015 | Q4 2021 | 14 |
PrairieView Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
SMITH, MOORE & CO. | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Lavaca Capital LLC | 6 | 1 | 0.01% | 0.18% | 0.56% | Q4 2018 | Q1 2023 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Geller Advisors LLC | 14 | 14 | 0.02% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Kiwi Wealth Investments Limited Partnership | 6 | 1 | 0.11% | 0.80% | 1.69% | Q1 2017 | Q3 2023 | 14 |
AMICA PENSION FUND BOARD OF TRUSTEES | 14 | 14 | 0.21% | 0.30% | 0.44% | Q3 2015 | Q4 2018 | 14 |
Ratan Capital Management LP | 13 | 1 | 0.32% | 2.16% | 5.51% | Q2 2019 | Q4 2022 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.02% | 0.23% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Weil Company, Inc. | 13 | 1 | 0.15% | 0.25% | 0.40% | Q1 2018 | Q3 2023 | 14 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.32% | 1.18% | 3.68% | Q2 2018 | Q1 2022 | 14 |
New Potomac Partners, LLC | 12 | 2 | 0.07% | 0.24% | 1.10% | Q4 2017 | Q3 2021 | 14 |
D.B. Root & Company, LLC | 14 | 14 | 0.11% | 0.27% | 0.50% | Q4 2019 | Q1 2023 | 14 |
Swedbank | 14 | 14 | 0.69% | 1.58% | 3.29% | Q3 2017 | Q4 2020 | 14 |
BTG Pactual Global Asset Management Ltd | 5 | 1 | 0.20% | 1.11% | 2.28% | Q2 2020 | Q1 2023 | 14 |
Scott & Selber, Inc. | 13 | 1 | 0.35% | 0.67% | 1.33% | Q1 2016 | Q3 2023 | 14 |
Yorktown Management & Research Co Inc | 14 | 14 | 0.09% | 0.23% | 0.52% | Q2 2018 | Q3 2021 | 14 |
Berkeley Capital Partners, LLC | 9 | 5 | 0.09% | 0.36% | 0.66% | Q1 2016 | Q1 2022 | 14 |
ProVise Management Group, LLC | 8 | 6 | 0.03% | 0.15% | 0.28% | Q3 2015 | Q1 2022 | 14 |
Sustainable Growth Advisers, LP | 14 | 14 | 0.00% | 3.12% | 4.75% | Q1 2019 | Q2 2022 | 14 |
Silvant Capital Management LLC | 14 | 14 | 0.17% | 0.71% | 1.82% | Q4 2018 | Q1 2022 | 14 |
Principle Wealth Partners LLC | 13 | 1 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q2 2023 | 14 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 14 | 0.18% | 0.90% | 1.67% | Q3 2018 | Q4 2021 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 14 | 14 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q2 2023 | 14 |
WISCONSIN CAPITAL MANAGEMENT LLC | 14 | 14 | 2.26% | 3.74% | 4.92% | Q4 2018 | Q1 2022 | 14 |
Teewinot Capital Advisers, L.L.C. | 8 | 6 | 0.08% | 0.36% | 1.04% | Q3 2015 | Q2 2019 | 14 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 14 | 14 | 1.24% | 2.37% | 3.64% | Q3 2015 | Q4 2018 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 4 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 14 |
CAZ INVESTMENTS LP | 14 | 14 | 0.19% | 1.32% | 3.43% | Q2 2020 | Q3 2023 | 14 |
Monte Financial Group, LLC | 8 | 6 | 0.24% | 0.35% | 0.48% | Q1 2018 | Q3 2023 | 14 |
IBERIABANK CORP | 14 | 14 | 0.17% | 0.50% | 0.85% | Q1 2017 | Q2 2020 | 14 |
1834 INVESTMENT ADVISORS CO | 8 | 2 | 0.00% | 0.01% | 0.09% | Q4 2017 | Q2 2023 | 14 |
Kavar Capital Partners, LLC | 12 | 2 | 0.07% | 0.17% | 0.30% | Q3 2015 | Q3 2020 | 14 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q1 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.12% | 0.24% | 0.58% | Q2 2020 | Q3 2023 | 14 |
ELEMENT POINTE ADVISORS, LLC | 9 | 2 | 0.06% | 0.31% | 0.72% | Q4 2018 | Q3 2023 | 14 |
Highland Private Wealth Management | 13 | 1 | 0.06% | 0.11% | 0.19% | Q1 2019 | Q3 2022 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q1 2022 | 14 |
Opes Wealth Management LLC | 14 | 14 | 0.16% | 0.70% | 1.37% | Q2 2020 | Q3 2023 | 14 |
BREMER TRUST NATIONAL ASSOCIATION | 14 | 14 | 0.20% | 0.44% | 0.85% | Q3 2015 | Q4 2018 | 14 |
Hixon Zuercher, LLC | 14 | 14 | 0.98% | 2.36% | 3.73% | Q4 2019 | Q1 2023 | 14 |
HGI Capital Management, LLC | 14 | 14 | 0.15% | 0.29% | 0.40% | Q3 2018 | Q4 2021 | 14 |
FIRST MERCHANTS CORP | 10 | 4 | 0.02% | 0.10% | 0.30% | Q1 2019 | Q3 2022 | 14 |
EVERMAY WEALTH MANAGEMENT LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Enterprise Bank & Trust Co | 14 | 14 | 0.42% | 1.24% | 1.80% | Q1 2019 | Q2 2022 | 14 |
C-J Advisory, Inc. | 14 | 14 | 0.17% | 0.27% | 0.50% | Q3 2016 | Q4 2019 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.04% | 0.19% | 0.42% | Q4 2019 | Q3 2023 | 14 |
PSI Advisors, LLC | 11 | 1 | 0.03% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 14 |
HWG Holdings LP | 8 | 1 | 0.00% | 0.39% | 1.19% | Q1 2016 | Q3 2022 | 14 |
Arden Trust Co | 8 | 6 | 0.04% | 0.08% | 0.17% | Q2 2019 | Q1 2023 | 14 |
Brookstone Capital Management | 13 | 1 | 0.01% | 0.05% | 0.21% | Q3 2015 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.12% | 0.16% | 0.21% | Q2 2017 | Q3 2020 | 14 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8 | 1 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q1 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.19% | 0.61% | 1.15% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Management, Inc. | 11 | 1 | 0.00% | 0.40% | 0.87% | Q3 2018 | Q2 2022 | 14 |
Van Hulzen Asset Management, LLC | 14 | 14 | 0.05% | 0.77% | 2.31% | Q2 2020 | Q3 2023 | 14 |
St. Johns Investment Management Company, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 14 |
FAGAN ASSOCIATES, INC. | 11 | 1 | 0.10% | 0.47% | 0.84% | Q3 2015 | Q1 2022 | 14 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14 | 14 | 0.24% | 0.62% | 1.14% | Q1 2020 | Q2 2023 | 14 |
Trust Asset Management LLC | 14 | 14 | 0.08% | 0.20% | 0.42% | Q2 2020 | Q3 2023 | 14 |
EPG Wealth Management LLC | 14 | 14 | 0.07% | 0.76% | 1.38% | Q4 2019 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 14 |
Hedeker Wealth, LLC | 8 | 6 | 0.02% | 0.72% | 1.63% | Q3 2015 | Q4 2021 | 14 |
Ayalon Insurance Comp Ltd. | 9 | 5 | 0.02% | 0.27% | 0.75% | Q1 2020 | Q3 2023 | 14 |
Horizon Kinetics | 14 | 14 | 0.10% | 0.16% | 0.24% | Q3 2015 | Q4 2018 | 14 |
STOCK YARDS BANK & TRUST CO | 14 | 14 | 0.03% | 0.55% | 1.72% | Q2 2020 | Q3 2023 | 14 |
Beirne Wealth Consulting Services, LLC | 14 | 14 | 0.18% | 0.49% | 0.67% | Q4 2018 | Q1 2022 | 14 |
Symmetry Partners, LLC | 9 | 2 | 0.01% | 0.11% | 0.25% | Q2 2019 | Q4 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 0.68% | 1.27% | 1.57% | Q3 2020 | Q3 2023 | 13 |
Capital Planning Advisors, LLC | 8 | 1 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q3 2022 | 13 |
Garner Asset Management Corp | 10 | 3 | 0.09% | 0.19% | 0.27% | Q2 2019 | Q3 2022 | 13 |
CHICKASAW CAPITAL MANAGEMENT LLC | 7 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
WP Advisors, LLC | 13 | 13 | 0.59% | 0.97% | 1.46% | Q3 2020 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.21% | 0.46% | Q3 2015 | Q4 2022 | 13 |
SP Asset Management | 9 | 4 | 0.05% | 0.16% | 0.66% | Q1 2019 | Q3 2022 | 13 |
Decatur Capital Management, Inc. | 7 | 6 | 0.83% | 1.91% | 2.46% | Q4 2015 | Q1 2022 | 13 |
FIRST AMERICAN TRUST, FSB | 13 | 13 | 0.43% | 0.80% | 1.19% | Q1 2020 | Q1 2023 | 13 |
Stuart Chaussee & Associates, Inc. | 9 | 4 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2021 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.02% | 0.06% | 0.14% | Q2 2020 | Q2 2023 | 13 |
Columbia Trust Co 01012016 | 12 | 1 | 0.17% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.06% | 0.29% | 0.71% | Q4 2015 | Q4 2019 | 13 |
ARS Investment Partners, LLC | 12 | 1 | 0.03% | 2.29% | 4.33% | Q4 2018 | Q3 2022 | 13 |
SFMG, LLC | 13 | 13 | 0.02% | 0.07% | 0.15% | Q2 2020 | Q2 2023 | 13 |
Milestone Resources Group Ltd | 13 | 13 | 1.00% | 2.76% | 5.77% | Q3 2020 | Q3 2023 | 13 |
WEALTHFRONT Corp | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2018 | 13 |
Wellspring Financial Advisors, LLC | 9 | 4 | 0.07% | 0.23% | 0.51% | Q1 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 9 | 4 | 0.05% | 0.13% | 0.23% | Q4 2018 | Q3 2022 | 13 |
EMERALD ADVISERS, LLC | 8 | 5 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q1 2022 | 13 |
Berkshire Bank | 13 | 13 | 0.29% | 0.60% | 0.99% | Q3 2020 | Q3 2023 | 13 |
Jump Financial, LLC | 13 | 13 | 0.02% | 0.10% | 0.40% | Q3 2020 | Q3 2023 | 13 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q4 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.16% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Sciencast Management LP | 4 | 1 | 0.14% | 0.59% | 1.02% | Q1 2018 | Q2 2022 | 13 |
Moser Wealth Advisors, LLC | 11 | 2 | 0.01% | 0.19% | 0.35% | Q2 2020 | Q3 2023 | 13 |
CAPITAL INTERNATIONAL LTD /CA/ | 11 | 2 | 0.12% | 1.50% | 3.22% | Q1 2018 | Q3 2022 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 1 | 0.03% | 0.20% | 0.52% | Q3 2019 | Q3 2023 | 13 |
Rheos Capital Works Inc. | 9 | 4 | 0.17% | 0.53% | 1.01% | Q4 2019 | Q3 2023 | 13 |
QUANTUM CAPITAL MANAGEMENT | 13 | 13 | 0.05% | 0.10% | 0.16% | Q3 2015 | Q3 2018 | 13 |
Vantage Investment Advisors, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2018 | 13 |
Asio Capital, LLC | 10 | 3 | 0.01% | 1.60% | 2.66% | Q4 2019 | Q1 2023 | 13 |
Beaumont Financial Partners, LLC | 13 | 13 | 0.03% | 0.60% | 1.31% | Q3 2019 | Q3 2022 | 13 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6 | 3 | 0.50% | 1.17% | 1.62% | Q3 2015 | Q4 2021 | 13 |
BAMCO INC /NY/ | 13 | 13 | 0.00% | 0.06% | 0.14% | Q1 2019 | Q1 2022 | 13 |
Jackson Hole Capital Partners, LLC | 13 | 13 | 0.12% | 0.24% | 0.35% | Q3 2020 | Q3 2023 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 1 | 0.02% | 0.55% | 1.31% | Q3 2019 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.03% | 0.17% | 0.36% | Q3 2015 | Q3 2018 | 13 |
Indiana Trust & Investment Management CO | 11 | 1 | 0.03% | 0.29% | 0.54% | Q2 2019 | Q3 2023 | 13 |
Eastover Investment Advisors LLC | 13 | 13 | 0.40% | 0.82% | 1.25% | Q1 2020 | Q1 2023 | 13 |
Hirtle Callaghan & Co LLC | 13 | 13 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q4 2018 | 13 |
Tamar Securities, LLC | 11 | 1 | 0.01% | 2.08% | 3.03% | Q2 2020 | Q3 2023 | 13 |
Financial Advantage, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 13 |
Quadrant Private Wealth Management, LLC | 9 | 4 | 0.16% | 0.25% | 0.35% | Q2 2020 | Q3 2023 | 13 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 13 | 13 | 0.02% | 0.08% | 0.17% | Q1 2020 | Q1 2023 | 13 |
Davidson Capital Management Inc. | 13 | 13 | 0.00% | 0.28% | 0.69% | Q3 2020 | Q3 2023 | 13 |
Stieven Capital Advisors, L.P. | 13 | 13 | 0.71% | 2.37% | 4.84% | Q4 2018 | Q4 2021 | 13 |
Bryn Mawr Capital Management, LLC | 7 | 6 | 0.08% | 0.16% | 0.34% | Q2 2020 | Q3 2023 | 13 |
Jupiter Wealth Management LLC | 13 | 13 | 0.47% | 3.23% | 4.70% | Q1 2019 | Q1 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.09% | 0.25% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13 | 13 | 0.22% | 0.65% | 1.13% | Q2 2020 | Q2 2023 | 13 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 10 | 1 | 0.05% | 0.88% | 1.52% | Q4 2017 | Q2 2022 | 13 |
Marathon Trading Investment Management LLC | 3 | 1 | 0.02% | 0.07% | 0.18% | Q2 2016 | Q3 2023 | 13 |
SSI INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 13 |
USA FINANCIAL FORMULAS | 10 | 3 | 0.00% | 0.43% | 1.92% | Q2 2020 | Q3 2023 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.67% | 2.50% | 3.90% | Q4 2018 | Q4 2021 | 13 |
Cambridge Advisors Inc. | 10 | 3 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q4 2019 | 13 |
Joseph P. Lucia & Associates, LLC | 11 | 2 | 0.00% | 0.45% | 0.86% | Q1 2019 | Q2 2022 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.12% | 0.71% | 1.07% | Q4 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.17% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Claro Advisors LLC | 8 | 1 | 0.00% | 0.19% | 0.33% | Q4 2018 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.05% | 0.19% | 0.55% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.21% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Cutter & CO Brokerage, Inc. | 8 | 1 | 0.06% | 0.10% | 0.20% | Q2 2017 | Q1 2022 | 13 |
Russell Clark Investment Management Ltd | 13 | 13 | 0.51% | 1.71% | 4.38% | Q3 2015 | Q3 2018 | 13 |
Zions Bancorporation | 13 | 13 | 0.00% | 0.07% | 0.48% | Q3 2015 | Q3 2018 | 13 |
Boston Common Asset Management, LLC | 7 | 6 | 0.13% | 0.48% | 1.18% | Q3 2015 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.08% | Q1 2016 | Q4 2022 | 13 |
Vivaldi Capital Management LP | 13 | 13 | 0.06% | 0.10% | 0.21% | Q4 2018 | Q4 2021 | 13 |
Central Asset Investments & Management Holdings (HK) Ltd | 8 | 2 | 0.16% | 1.54% | 4.76% | Q1 2019 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.14% | 0.26% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Fruth Investment Management | 9 | 4 | 0.07% | 0.12% | 0.18% | Q1 2019 | Q2 2022 | 13 |
Allred Capital Management, LLC | 13 | 13 | 0.19% | 0.31% | 0.43% | Q4 2018 | Q4 2021 | 13 |
Strategic Wealth Partners, Ltd. | 8 | 5 | 0.06% | 0.10% | 0.37% | Q4 2017 | Q4 2021 | 13 |
NEXT CENTURY GROWTH INVESTORS LLC | 10 | 3 | 0.03% | 0.14% | 0.25% | Q3 2015 | Q4 2019 | 13 |
Wealth Management Partners, LLC | 12 | 12 | 0.00% | 0.47% | 0.81% | Q4 2020 | Q3 2023 | 13 |
Atlas Principals, LLC | 9 | 9 | 1.22% | 3.47% | 5.83% | Q1 2020 | Q1 2022 | 13 |
MADISON INVESTMENT HOLDINGS INC | 13 | 13 | 0.02% | 0.13% | 0.27% | Q3 2015 | Q3 2018 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13 | 13 | 0.03% | 0.11% | 0.22% | Q1 2019 | Q1 2022 | 13 |
Bank of Marin | 10 | 3 | 0.20% | 0.97% | 1.85% | Q4 2019 | Q3 2023 | 13 |
Wambolt & Associates, LLC | 13 | 13 | 0.08% | 0.36% | 0.60% | Q1 2020 | Q1 2023 | 13 |
BSW Wealth Partners | 12 | 1 | 0.12% | 0.22% | 0.36% | Q3 2018 | Q1 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Liberty Mutual Group Asset Management Inc. | 13 | 13 | 0.08% | 0.11% | 0.17% | Q3 2015 | Q3 2018 | 13 |
Odey Asset Management Group Ltd | 6 | 3 | 0.00% | 0.31% | 0.76% | Q1 2018 | Q4 2021 | 13 |
GFS Advisors, LLC | 7 | 1 | 0.04% | 0.09% | 0.21% | Q1 2016 | Q3 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 6 | 1 | 0.01% | 0.29% | 0.97% | Q2 2017 | Q3 2022 | 13 |
SECOR Capital Advisors, LP | 5 | 1 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q4 2018 | 13 |
COWEN INC. | 4 | 2 | 0.00% | 0.12% | 0.72% | Q3 2015 | Q2 2018 | 12 |
BRR OpCo, LLC | 7 | 5 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q4 2021 | 12 |
Fragasso Group Inc. | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2023 | 12 |
Soros Fund Management | 9 | 1 | 0.06% | 0.77% | 2.08% | Q3 2015 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.28% | 0.97% | Q4 2020 | Q3 2023 | 12 |
MATHER GROUP, LLC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 4 | 0.03% | 0.12% | 0.18% | Q4 2016 | Q4 2022 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.15% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Orca Investment Management, LLC | 8 | 4 | 0.24% | 1.19% | 2.01% | Q4 2015 | Q3 2021 | 12 |
One River Asset Management, LLC | 4 | 4 | 0.02% | 0.17% | 0.56% | Q4 2022 | Q3 2023 | 12 |
Edgestream Partners, L.P. | 2 | 1 | 0.02% | 0.18% | 0.47% | Q1 2018 | Q3 2023 | 12 |
Morningstar Investment Services LLC | 12 | 12 | 0.01% | 0.38% | 0.67% | Q3 2015 | Q2 2018 | 12 |
New Jersey Better Educational Savings Trust | 11 | 1 | 0.33% | 0.90% | 1.46% | Q2 2016 | Q1 2022 | 12 |
Kessler Investment Group, LLC | 10 | 2 | 0.01% | 1.94% | 3.72% | Q1 2019 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.07% | 0.17% | Q2 2018 | Q1 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.24% | 0.55% | Q4 2016 | Q3 2019 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.23% | 0.81% | 1.51% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.11% | 0.21% | 0.35% | Q4 2018 | Q3 2021 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.67% | 1.78% | 3.67% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.11% | 0.43% | 0.84% | Q4 2018 | Q3 2021 | 12 |
Hotaling Investment Management, LLC | 12 | 12 | 0.66% | 0.97% | 1.15% | Q1 2019 | Q4 2021 | 12 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 5 | 0.04% | 0.47% | 1.09% | Q1 2018 | Q2 2021 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CHARTIST INC /CA/ | 7 | 1 | 0.09% | 0.18% | 0.25% | Q3 2018 | Q1 2022 | 12 |
Ruggie Capital Group | 7 | 5 | 0.04% | 0.19% | 0.36% | Q1 2016 | Q1 2019 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 1 | 0.44% | 0.78% | 1.29% | Q3 2015 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.22% | 1.19% | 2.01% | Q4 2020 | Q3 2023 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 1.05% | 2.35% | 4.41% | Q4 2020 | Q3 2023 | 12 |
Principal Street Partners, LLC | 12 | 12 | 0.09% | 0.44% | 0.78% | Q3 2020 | Q2 2023 | 12 |
DCM Advisors, LLC | 12 | 12 | 0.44% | 0.80% | 1.33% | Q4 2020 | Q3 2023 | 12 |
DE BURLO GROUP INC | 8 | 4 | 0.48% | 2.76% | 17.44% | Q4 2017 | Q3 2021 | 12 |
Canton Hathaway, LLC | 12 | 12 | 0.02% | 0.20% | 0.52% | Q4 2020 | Q3 2023 | 12 |
CMT Capital Markets Trading GmbH | 5 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 12 |
SPINNAKER TRUST | 12 | 12 | 0.04% | 0.09% | 0.22% | Q1 2019 | Q4 2021 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.16% | 0.37% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Connecticut Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 12 |
Marcus Capital, LLC | 12 | 12 | 2.02% | 3.05% | 4.56% | Q4 2015 | Q3 2018 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q1 2021 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.22% | 0.54% | Q3 2016 | Q1 2023 | 12 |
Total Clarity Wealth Management, Inc. | 8 | 1 | 0.08% | 0.23% | 0.56% | Q4 2019 | Q3 2023 | 12 |
Coronation Fund Managers Ltd. | 5 | 1 | 0.01% | 0.32% | 0.96% | Q2 2016 | Q3 2022 | 12 |
TLW Wealth Management, LLC | 12 | 12 | 2.50% | 6.24% | 9.02% | Q1 2019 | Q4 2021 | 12 |
WRIGHT INVESTORS SERVICE INC | 12 | 12 | 0.12% | 0.65% | 1.27% | Q2 2020 | Q1 2023 | 12 |
Cedar Brook Financial Partners, LLC | 10 | 2 | 0.06% | 0.13% | 0.21% | Q1 2019 | Q1 2022 | 12 |
Oribel Capital Management, LP | 6 | 1 | 0.17% | 1.84% | 10.70% | Q2 2018 | Q4 2022 | 12 |
Dash Acquisitions Inc. | 12 | 12 | 0.42% | 0.90% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.19% | 0.56% | 0.95% | Q4 2020 | Q3 2023 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.28% | 0.58% | 0.78% | Q2 2019 | Q1 2022 | 12 |
HERITAGE INVESTORS MANAGEMENT CORP | 12 | 12 | 0.01% | 0.26% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Human Investing LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.28% | 0.91% | Q3 2020 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.29% | 0.69% | Q4 2016 | Q3 2019 | 12 |
O'Dell Group, LLC | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Wharton Business Group, LLC | 12 | 12 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q1 2023 | 12 |
Financial Gravity Asset Management, Inc. | 4 | 2 | 0.00% | 0.01% | 0.12% | Q1 2018 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.37% | 0.53% | 0.89% | Q4 2020 | Q3 2023 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.69% | 1.18% | 1.77% | Q4 2020 | Q3 2023 | 12 |
First National Bank of South Miami | 12 | 12 | 0.02% | 0.15% | 0.29% | Q3 2020 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.16% | 0.38% | 0.75% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
FORBES J M & CO LLP | 11 | 1 | 0.03% | 1.92% | 3.03% | Q1 2020 | Q3 2023 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 12 | 12 | 0.21% | 0.33% | 0.52% | Q3 2015 | Q2 2018 | 12 |
Concorde Asset Management, LLC | 11 | 1 | 0.12% | 0.36% | 0.69% | Q2 2017 | Q2 2021 | 12 |
FIRST MIDWEST BANK TRUST DIVISION | 7 | 1 | 0.03% | 0.05% | 0.09% | Q2 2016 | Q4 2021 | 12 |
Pinion Investment Advisors, LLC | 10 | 2 | 0.23% | 0.36% | 0.46% | Q2 2020 | Q2 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Avondale Wealth Management | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.06% | 0.18% | 0.40% | Q1 2019 | Q1 2022 | 12 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.13% | 0.44% | Q3 2015 | Q1 2023 | 12 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.47% | 1.10% | Q1 2016 | Q2 2023 | 12 |
Core Alternative Capital | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WAFRA INC. | 6 | 6 | 0.17% | 0.43% | 1.02% | Q4 2018 | Q2 2023 | 12 |
Madison Asset Management, LLC | 9 | 3 | 0.08% | 0.13% | 0.20% | Q3 2020 | Q3 2023 | 12 |
Ulysses Management LLC | 5 | 1 | 0.04% | 0.09% | 0.17% | Q3 2015 | Q1 2022 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.10% | 0.69% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Lafayette Investments | 12 | 12 | 0.08% | 0.22% | 0.68% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.09% | 1.13% | 2.59% | Q3 2020 | Q3 2023 | 12 |
WT Wealth Management | 12 | 12 | 0.31% | 0.57% | 0.84% | Q3 2019 | Q2 2022 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.23% | 0.54% | Q4 2016 | Q3 2019 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.06% | 0.15% | 0.26% | Q2 2020 | Q1 2023 | 12 |
SEAVIEW INVESTMENT MANAGERS LLC | 10 | 2 | 0.12% | 1.97% | 3.49% | Q3 2020 | Q3 2023 | 12 |
Cinctive Capital Management LP | 9 | 1 | 0.05% | 0.37% | 0.98% | Q4 2019 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 9 | 1 | 0.01% | 0.06% | 0.17% | Q3 2015 | Q1 2023 | 12 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.11% | 0.32% | Q3 2015 | Q4 2019 | 12 |
Arkfeld Wealth Strategies, L.L.C. | 10 | 2 | 0.14% | 0.43% | 0.72% | Q4 2019 | Q4 2022 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 1 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 12 |
First PREMIER Bank | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 8 | 1 | 0.04% | 0.11% | 0.24% | Q4 2018 | Q3 2022 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.05% | 0.42% | 0.96% | Q4 2020 | Q3 2023 | 12 |
HRS Investment Holdings, LLC | 12 | 12 | 0.27% | 1.01% | 1.31% | Q1 2016 | Q4 2018 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.22% | 0.50% | Q4 2016 | Q3 2019 | 12 |
CBIZ Investment Advisory Services, LLC | 10 | 1 | 0.02% | 0.10% | 0.24% | Q4 2019 | Q1 2023 | 12 |
Bellecapital International Ltd. | 12 | 12 | 0.08% | 0.23% | 0.43% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.19% | 0.35% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 1 | 0.02% | 0.14% | 0.35% | Q3 2015 | Q3 2023 | 12 |
FORVIS Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q4 2021 | 12 |
Lineweaver Wealth Advisors, LLC | 12 | 12 | 0.17% | 0.38% | 0.62% | Q4 2019 | Q3 2022 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 1 | 0.02% | 0.12% | 0.18% | Q2 2016 | Q4 2021 | 12 |
Keel Point, LLC | 12 | 12 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q3 2022 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.11% | 0.39% | 0.83% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.21% | 0.57% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.29% | 0.58% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.08% | 0.59% | 1.12% | Q4 2020 | Q3 2023 | 12 |
WHALEROCK POINT PARTNERS, LLC | 12 | 12 | 0.18% | 0.36% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.05% | 0.11% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Cypress Wealth Services, LLC | 12 | 12 | 0.09% | 0.15% | 0.21% | Q1 2019 | Q4 2021 | 12 |
Capital Research Global Investors | 12 | 12 | 0.14% | 0.41% | 0.85% | Q1 2019 | Q4 2021 | 12 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.06% | 0.30% | 1.45% | Q1 2018 | Q3 2023 | 12 |
CS MCKEE LP | 12 | 12 | 0.47% | 0.92% | 1.42% | Q3 2015 | Q2 2018 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2022 | 12 |
PALLADIUM PARTNERS LLC | 10 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.15% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Partner Investment Management, L.P. | 11 | 1 | 0.55% | 1.37% | 2.56% | Q1 2016 | Q2 2019 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.25% | 0.54% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Fiduciary Group LLC | 12 | 12 | 0.04% | 0.15% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Texas Capital Bank Wealth Management Services Inc | 8 | 1 | 0.03% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.05% | 0.19% | 0.42% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.03% | 0.48% | 1.34% | Q3 2015 | Q1 2020 | 12 |
Clear Harbor Asset Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 12 |
CHILTON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.17% | 0.58% | Q4 2015 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 12 | 12 | 0.05% | 0.10% | 0.14% | Q3 2015 | Q2 2018 | 12 |
Goepper Burkhardt LLC | 11 | 11 | 0.14% | 0.35% | 0.62% | Q4 2020 | Q2 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.34% | 1.04% | 2.20% | Q4 2020 | Q3 2023 | 11 |
Pine Ridge Advisers LLC | 11 | 11 | 0.14% | 0.98% | 1.98% | Q4 2020 | Q2 2023 | 11 |
Bradley Mark J. | 11 | 11 | 0.80% | 2.84% | 5.67% | Q4 2020 | Q2 2023 | 11 |
AtonRa Partners | 11 | 11 | 1.93% | 2.58% | 3.21% | Q4 2020 | Q2 2023 | 11 |
Orchard Capital Management, LLC | 11 | 11 | 0.07% | 0.15% | 0.31% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.20% | 0.59% | Q1 2021 | Q3 2023 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 1.40% | 2.83% | 4.66% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.34% | 0.79% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.05% | 0.11% | 0.21% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 0.05% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.01% | 0.11% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Capital International Sarl | 11 | 11 | 0.08% | 0.35% | 0.64% | Q1 2020 | Q3 2022 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.08% | 0.16% | 0.45% | Q4 2018 | Q3 2021 | 11 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 11 | 11 | 0.20% | 0.27% | 0.38% | Q3 2015 | Q1 2018 | 11 |
Markel Corporation | 6 | 5 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q1 2023 | 11 |
SIRIOS CAPITAL MANAGEMENT L P | 8 | 1 | 0.17% | 0.94% | 2.81% | Q4 2018 | Q1 2022 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 11 | 11 | 0.08% | 1.33% | 1.94% | Q4 2018 | Q2 2021 | 11 |
EMINENCE CAPITAL, LP | 9 | 2 | 0.49% | 1.23% | 2.62% | Q3 2015 | Q4 2019 | 11 |
HARVEY CAPITAL MANAGEMENT INC | 10 | 1 | 0.11% | 1.04% | 2.76% | Q4 2019 | Q1 2023 | 11 |
JARISLOWSKY, FRASER Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 11 |
VESTOR CAPITAL, LLC | 7 | 4 | 0.25% | 1.64% | 3.14% | Q2 2019 | Q1 2022 | 11 |
LEVY HARKINS & CO INC/ | 11 | 11 | 2.74% | 4.84% | 6.62% | Q3 2015 | Q1 2018 | 11 |
PIONEER TRUST BANK N A/OR | 11 | 11 | 0.21% | 0.45% | 0.69% | Q4 2020 | Q2 2023 | 11 |
HUSSMAN STRATEGIC ADVISORS, INC. | 7 | 4 | 0.35% | 0.44% | 0.56% | Q3 2015 | Q3 2023 | 11 |
COLUMBUS CIRCLE INVESTORS | 7 | 4 | 0.15% | 0.60% | 1.15% | Q3 2015 | Q3 2020 | 11 |
A.R.T. Advisors, LLC | 4 | 1 | 0.07% | 0.29% | 0.61% | Q3 2015 | Q2 2020 | 11 |
Saturna Capital CORP | 9 | 2 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2023 | 11 |
United American Securities Inc. (d/b/a UAS Asset Management) | 11 | 11 | 0.40% | 1.93% | 5.21% | Q1 2019 | Q3 2021 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 2 | 0.02% | 1.36% | 3.06% | Q1 2020 | Q4 2022 | 11 |
Bridgewater Associates | 7 | 4 | 0.00% | 0.27% | 0.72% | Q4 2020 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 6 | 5 | 0.00% | 0.26% | 0.44% | Q3 2020 | Q3 2023 | 11 |
GLG LLC | 10 | 10 | 0.01% | 0.17% | 0.27% | Q3 2015 | Q4 2017 | 11 |
LANDAAS & CO /WI /ADV | 8 | 1 | 0.09% | 0.18% | 0.25% | Q3 2017 | Q1 2022 | 11 |
AMERICAN NATIONAL INSURANCE CO | 11 | 11 | 0.41% | 0.85% | 1.18% | Q3 2019 | Q1 2022 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.10% | 0.16% | 0.20% | Q2 2016 | Q4 2018 | 11 |
SAMLYN CAPITAL, LLC | 6 | 1 | 0.21% | 1.56% | 3.25% | Q4 2016 | Q3 2022 | 11 |
HERMES INVESTMENT MANAGEMENT LTD | 6 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 11 |
Global X Management CO LLC | 11 | 11 | 0.00% | 0.07% | 0.33% | Q4 2015 | Q2 2018 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 0.15% | 0.44% | 0.80% | Q2 2021 | Q4 2023 | 11 |
BENJAMIN EDWARDS INC | 9 | 2 | 0.00% | 0.15% | 0.37% | Q4 2020 | Q3 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.62% | 0.94% | Q4 2020 | Q2 2023 | 11 |
Artisan Partners Limited Partnership | 9 | 2 | 0.00% | 0.04% | 0.07% | Q3 2017 | Q2 2021 | 11 |
Freedom Day Solutions, LLC | 11 | 11 | 0.70% | 1.21% | 1.56% | Q2 2019 | Q4 2021 | 11 |
Petrus Trust Company, LTA | 7 | 2 | 0.04% | 1.16% | 2.31% | Q3 2015 | Q1 2023 | 11 |
EMG Holdings, L.P. | 5 | 5 | 0.00% | 0.35% | 0.84% | Q4 2021 | Q4 2022 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 2 | 0.02% | 0.36% | 0.88% | Q4 2018 | Q3 2023 | 11 |
Accuvest Global Advisors | 4 | 3 | 0.00% | 0.80% | 2.44% | Q3 2017 | Q4 2021 | 11 |
SkyTop Capital Management LLC | 11 | 11 | 3.84% | 5.67% | 9.55% | Q3 2017 | Q1 2020 | 11 |
American National Registered Investment Advisor, Inc. | 11 | 11 | 0.50% | 0.95% | 1.30% | Q3 2019 | Q1 2022 | 11 |
ARGI Investment Services, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Centre Asset Management, LLC | 4 | 1 | 0.08% | 0.95% | 2.42% | Q3 2015 | Q3 2023 | 11 |
Zweig-DiMenna Associates LLC | 6 | 2 | 0.33% | 1.10% | 1.52% | Q3 2017 | Q3 2021 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 1.54% | 2.68% | 4.34% | Q1 2021 | Q3 2023 | 11 |
Angeles Investment Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Crestline Management, LP | 4 | 1 | 0.04% | 0.23% | 0.92% | Q3 2016 | Q3 2022 | 11 |
Waratah Capital Advisors Ltd. | 6 | 1 | 0.01% | 0.33% | 0.80% | Q2 2017 | Q4 2021 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.05% | 0.14% | 0.27% | Q3 2020 | Q1 2023 | 11 |
RWA WEALTH PARTNERS, LLC | 7 | 2 | 0.01% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Boltwood Capital Management | 11 | 11 | 0.29% | 0.77% | 1.08% | Q4 2019 | Q2 2022 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q2 2022 | 11 |
Strategic Advisors LLC | 11 | 11 | 0.10% | 0.19% | 0.34% | Q2 2019 | Q4 2021 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.04% | 0.09% | 0.34% | Q4 2017 | Q2 2020 | 11 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.07% | 0.32% | 1.16% | Q1 2016 | Q2 2021 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.00% | 0.38% | 1.07% | Q3 2020 | Q1 2023 | 11 |
Beta Wealth Group, Inc. | 11 | 11 | 0.72% | 1.00% | 1.32% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors, Ltd. LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Granite Point Capital Management, L.P. | 5 | 4 | 0.09% | 0.53% | 1.95% | Q4 2019 | Q1 2023 | 11 |
Bienville Capital Management, LLC | 11 | 11 | 0.04% | 0.34% | 1.40% | Q1 2020 | Q3 2022 | 11 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 7 | 1 | 0.31% | 0.91% | 3.11% | Q2 2020 | Q4 2022 | 11 |
NIXON PEABODY TRUST CO | 6 | 5 | 0.33% | 0.91% | 1.78% | Q4 2015 | Q1 2022 | 11 |
CCLA Investment Management | 8 | 3 | 1.04% | 1.92% | 4.07% | Q2 2020 | Q1 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.32% | 0.91% | 1.42% | Q2 2020 | Q4 2022 | 11 |
FORT, L.P. | 11 | 11 | 0.04% | 0.25% | 0.55% | Q2 2019 | Q4 2021 | 11 |
LGT CAPITAL PARTNERS LTD. | 11 | 11 | 0.96% | 2.07% | 2.62% | Q1 2021 | Q3 2023 | 11 |
Darwin Wealth Management, LLC | 10 | 1 | 0.00% | 0.65% | 1.57% | Q1 2020 | Q4 2022 | 11 |
WESPAC Advisors SoCal, LLC | 5 | 1 | 0.00% | 0.32% | 0.97% | Q3 2016 | Q4 2021 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 1 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q4 2019 | 11 |
Lucha Capital Management, LP | 7 | 4 | 0.12% | 3.81% | 6.73% | Q4 2016 | Q3 2019 | 11 |
Sicart Associates LLC | 7 | 4 | 0.07% | 1.39% | 3.30% | Q3 2020 | Q3 2023 | 11 |
PagnatoKarp Partners LLC | 11 | 11 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q1 2020 | 11 |
Adalta Capital Management LLC | 11 | 11 | 0.08% | 0.28% | 0.40% | Q3 2019 | Q1 2022 | 11 |
Maytus Capital Management, LLC | 3 | 1 | 0.79% | 2.02% | 3.77% | Q4 2018 | Q1 2023 | 11 |
CLEAR STREET LLC | 3 | 1 | 0.09% | 1.31% | 4.93% | Q4 2021 | Q3 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 6 | 5 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q4 2021 | 11 |
Quantamental Technologies LLC | 6 | 2 | 0.08% | 0.33% | 0.96% | Q4 2018 | Q2 2023 | 11 |
Sage Capital Advisors,llc | 10 | 1 | 0.14% | 0.74% | 1.10% | Q4 2017 | Q3 2023 | 11 |
MCIA Inc | 9 | 2 | 0.01% | 0.62% | 1.20% | Q2 2017 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.04% | 0.10% | 0.17% | Q4 2017 | Q2 2020 | 11 |
Sawyer & Company, Inc | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.31% | 0.43% | 0.78% | Q4 2017 | Q2 2020 | 11 |
DDD Partners, LLC | 6 | 2 | 0.49% | 1.06% | 1.74% | Q3 2020 | Q3 2023 | 11 |
LexAurum Advisors, LLC | 11 | 11 | 0.12% | 0.19% | 0.27% | Q2 2019 | Q4 2021 | 11 |
6 Meridian | 5 | 2 | 0.15% | 0.51% | 0.83% | Q4 2017 | Q2 2021 | 11 |
Athanor Capital, LP | 11 | 11 | 0.11% | 1.17% | 2.86% | Q3 2018 | Q1 2021 | 11 |
Ford Financial Group, LLC | 10 | 1 | 0.04% | 0.16% | 0.26% | Q4 2017 | Q4 2022 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.22% | 0.79% | 1.29% | Q1 2018 | Q3 2020 | 11 |
LITTLE HOUSE CAPITAL LLC | 8 | 1 | 0.13% | 0.33% | 0.71% | Q1 2019 | Q1 2022 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.04% | 0.20% | 0.42% | Q2 2018 | Q1 2022 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.68% | 0.84% | 0.98% | Q4 2018 | Q2 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 11 |
CRA Financial Services, LLC | 10 | 10 | 0.00% | 0.15% | 0.24% | Q4 2020 | Q1 2023 | 11 |
9258 Wealth Management, LLC | 10 | 1 | 0.06% | 0.15% | 0.21% | Q4 2019 | Q3 2022 | 11 |
Paradigm Financial Partners, LLC | 11 | 11 | 0.07% | 0.31% | 0.60% | Q1 2020 | Q3 2022 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.03% | 0.14% | 0.23% | Q4 2022 | Q3 2023 | 11 |
OSTRUM ASSET MANAGEMENT | 8 | 3 | 0.05% | 1.10% | 2.92% | Q4 2018 | Q3 2023 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2021 | 11 |
Cornerstone Advisors, LLC | 10 | 1 | 0.20% | 0.55% | 1.41% | Q4 2019 | Q3 2023 | 11 |
Curated Wealth Partners LLC | 6 | 5 | 0.05% | 0.19% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Jacobsen Capital Management | 11 | 11 | 0.28% | 0.64% | 1.09% | Q2 2020 | Q4 2022 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.04% | 0.12% | 0.45% | Q2 2020 | Q3 2023 | 11 |
Sound View Wealth Advisors Group, LLC | 8 | 1 | 0.04% | 0.11% | 0.18% | Q2 2019 | Q1 2023 | 11 |
Graypoint LLC | 10 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.12% | 0.42% | 0.86% | Q4 2020 | Q3 2023 | 11 |
LSV ASSET MANAGEMENT | 7 | 1 | 0.00% | 0.03% | 0.21% | Q2 2016 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.07% | 0.96% | 1.62% | Q4 2019 | Q2 2022 | 11 |
Indie Asset Partners, LLC | 10 | 1 | 0.22% | 0.43% | 0.64% | Q4 2019 | Q3 2022 | 11 |
Keebeck Wealth Management, LLC | 10 | 1 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2022 | 11 |
High Note Wealth, LLC | 11 | 11 | 0.08% | 0.98% | 2.14% | Q4 2020 | Q2 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.07% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Bellwether Advisors, LLC | 10 | 1 | 0.01% | 0.09% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.16% | 0.35% | 0.57% | Q1 2021 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.03% | 0.92% | 1.77% | Q4 2020 | Q4 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.10% | 0.26% | Q4 2020 | Q2 2023 | 11 |
TCG Advisory Services, LLC | 6 | 1 | 0.03% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.14% | 0.53% | 0.77% | Q4 2019 | Q2 2022 | 11 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 10 | 0.45% | 0.70% | 0.97% | Q3 2015 | Q4 2017 | 10 |
Marble Arch Investments | 10 | 10 | 2.10% | 5.63% | 8.07% | Q4 2015 | Q1 2018 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.19% | 0.71% | Q1 2018 | Q4 2021 | 10 |
Polar Capital Holdings Plc | 6 | 4 | 0.00% | 0.52% | 1.48% | Q4 2020 | Q2 2023 | 10 |
Stewart Asset Management, LLC | 10 | 10 | 2.02% | 4.65% | 6.06% | Q4 2019 | Q1 2022 | 10 |
First Western Capital Management Co | 10 | 10 | 0.85% | 1.18% | 1.50% | Q3 2015 | Q4 2017 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.04% | 0.09% | 0.22% | Q4 2017 | Q3 2022 | 10 |
British Airways Pensions Investment Management Ltd | 7 | 3 | 0.23% | 0.40% | 0.67% | Q1 2018 | Q1 2021 | 10 |
Loveless Wealth Management LLC | 10 | 10 | 0.18% | 0.34% | 0.45% | Q4 2019 | Q1 2022 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.02% | 0.53% | 1.83% | Q4 2015 | Q2 2021 | 10 |
Bay Rivers Group | 10 | 10 | 0.38% | 0.64% | 0.89% | Q4 2019 | Q1 2022 | 10 |
JT Stratford LLC | 8 | 2 | 0.09% | 0.31% | 0.59% | Q2 2020 | Q3 2023 | 10 |
Chiron Investment Management, LLC | 6 | 1 | 0.12% | 2.11% | 3.83% | Q2 2017 | Q3 2021 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.04% | 0.04% | 0.06% | Q1 2018 | Q2 2020 | 10 |
Community Capital Management, LLC | 9 | 1 | 0.40% | 0.72% | 1.41% | Q4 2018 | Q3 2021 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.00% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.01% | 0.07% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Symphony Financial, Ltd. Co. | 7 | 3 | 0.08% | 0.19% | 0.36% | Q2 2020 | Q1 2023 | 10 |
Optas, LLC | 10 | 10 | 0.11% | 0.27% | 0.44% | Q4 2019 | Q1 2022 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.12% | 1.01% | 1.98% | Q1 2021 | Q2 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.68% | 1.81% | 3.99% | Q1 2021 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 1.18% | 2.19% | 3.62% | Q4 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.04% | 0.06% | 0.08% | Q2 2010 | Q3 2023 | 10 |
Ion Asset Management Ltd. | 9 | 1 | 0.07% | 0.42% | 1.07% | Q2 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.13% | 0.22% | Q4 2020 | Q1 2023 | 10 |
Waverly Advisors, LLC | 8 | 2 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 10 |
PARK CIRCLE Co | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q4 2017 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.31% | 0.45% | 0.52% | Q2 2020 | Q3 2022 | 10 |
HBC Financial Services, PLLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 1 | 0.01% | 0.14% | 1.21% | Q2 2018 | Q3 2022 | 10 |
Capital International Investors | 10 | 10 | 0.02% | 0.10% | 0.26% | Q3 2019 | Q4 2021 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Knowledge Leaders Capital, LLC | 6 | 4 | 0.55% | 0.89% | 1.15% | Q2 2020 | Q1 2023 | 10 |
Oxbow Advisors, LLC | 10 | 10 | 0.04% | 0.57% | 1.03% | Q4 2019 | Q1 2022 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.03% | 0.09% | 0.25% | Q2 2020 | Q3 2022 | 10 |
Onex Canada Asset Management Inc. | 10 | 10 | 0.28% | 0.55% | 0.89% | Q3 2019 | Q4 2021 | 10 |
CARLSON CAPITAL L P | 4 | 1 | 0.05% | 0.24% | 0.66% | Q3 2015 | Q4 2022 | 10 |
Wade Financial Advisory, Inc | 9 | 1 | 0.12% | 0.27% | 0.35% | Q4 2019 | Q3 2022 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
BOK Financial Private Wealth, Inc. | 8 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.84% | 1.05% | 1.29% | Q4 2017 | Q1 2020 | 10 |
Beaton Management Co. Inc. | 10 | 10 | 0.15% | 0.28% | 0.41% | Q4 2019 | Q1 2022 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.17% | 0.24% | 0.34% | Q4 2015 | Q1 2018 | 10 |
MOGY JOEL R INVESTMENT COUNSEL INC | 10 | 10 | 0.08% | 0.18% | 0.32% | Q1 2021 | Q2 2023 | 10 |
Omega Advisors Inc. | 10 | 10 | 1.32% | 1.56% | 2.22% | Q1 2016 | Q2 2018 | 10 |
EMERALD MUTUAL FUND ADVISERS TRUST | 10 | 10 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q3 2022 | 10 |
Senator Investment Group LP | 7 | 1 | 0.82% | 2.57% | 4.46% | Q1 2017 | Q3 2022 | 10 |
CHICAGO EQUITY PARTNERS LLC | 6 | 4 | 0.03% | 0.21% | 0.55% | Q3 2017 | Q1 2020 | 10 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.06% | 0.25% | 0.68% | Q4 2018 | Q4 2019 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.05% | 0.17% | 0.55% | Q1 2021 | Q3 2023 | 10 |
PARK NATIONAL CORP /OH/ | 10 | 10 | 0.01% | 0.35% | 0.80% | Q4 2020 | Q1 2023 | 10 |
Octavia Wealth Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
D. SCOTT NEAL, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2021 | 10 |
Conatus Capital Management LP | 10 | 10 | 5.51% | 7.40% | 8.71% | Q3 2015 | Q4 2017 | 10 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 7 | 3 | 0.09% | 0.53% | 1.30% | Q3 2015 | Q4 2018 | 10 |
AJ WEALTH STRATEGIES, LLC | 8 | 2 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2022 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.31% | 1.31% | Q1 2021 | Q2 2023 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2017 | 10 |
Hudson Canyon Capital Management | 10 | 10 | 0.87% | 1.19% | 1.51% | Q4 2020 | Q1 2023 | 10 |
Portolan Capital Management | 6 | 4 | 0.08% | 0.55% | 1.19% | Q4 2016 | Q1 2021 | 10 |
Investors Research Corp | 7 | 3 | 0.01% | 0.08% | 0.17% | Q3 2019 | Q3 2023 | 10 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 10 | 0.08% | 0.13% | 0.24% | Q3 2015 | Q4 2017 | 10 |
Machina Capital S.A.S. | 5 | 1 | 0.20% | 0.54% | 1.18% | Q4 2018 | Q2 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.00% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 10 |
HS Management Partners, LLC | 5 | 2 | 1.55% | 3.82% | 5.49% | Q2 2016 | Q3 2023 | 10 |
Waverton Investment Management Ltd | 6 | 4 | 0.05% | 0.07% | 0.10% | Q3 2015 | Q2 2019 | 10 |
Cypress Capital Group | 10 | 10 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q4 2021 | 10 |
Amundi | 10 | 10 | 0.15% | 0.47% | 1.25% | Q2 2021 | Q3 2023 | 10 |
GLG Partners LP | 10 | 10 | 0.07% | 0.14% | 0.38% | Q3 2015 | Q4 2017 | 10 |
ASSET MANAGEMENT CORP /IL/ /ADV | 10 | 10 | 0.16% | 0.25% | 0.40% | Q4 2019 | Q1 2022 | 10 |
SCHARF INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.53% | 2.58% | Q3 2015 | Q4 2021 | 10 |
Unigestion Holding SA | 10 | 10 | 0.02% | 0.17% | 0.48% | Q1 2020 | Q2 2022 | 10 |
Nicholas Investment Partners, LP | 5 | 1 | 0.10% | 0.20% | 0.30% | Q3 2015 | Q4 2021 | 10 |
STEADFAST CAPITAL MANAGEMENT LP | 8 | 2 | 0.35% | 1.03% | 1.90% | Q4 2017 | Q1 2021 | 10 |
Cadence Bank | 9 | 1 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q2 2023 | 10 |
MONECO Advisors, LLC | 10 | 10 | 0.08% | 0.15% | 0.23% | Q3 2020 | Q4 2022 | 10 |
PACES FERRY WEALTH ADVISORS, LLC | 9 | 1 | 0.21% | 0.35% | 0.48% | Q3 2020 | Q1 2023 | 10 |
Donoghue Forlines LLC | 6 | 2 | 0.13% | 0.23% | 0.40% | Q2 2017 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.15% | 0.38% | Q1 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.24% | 0.33% | 0.39% | Q3 2021 | Q4 2023 | 10 |
PARTHENON LLC | 7 | 3 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2021 | 10 |
MJP ASSOCIATES INC /ADV | 10 | 10 | 0.07% | 0.22% | 0.43% | Q4 2020 | Q1 2023 | 10 |
PARNASSUS INVESTMENTS, LLC | 9 | 1 | 0.11% | 1.59% | 2.20% | Q4 2015 | Q1 2022 | 10 |
Aspire Private Capital, LLC | 7 | 1 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 10 |
Ahrens Investment Partners LLC | 8 | 1 | 0.01% | 0.12% | 0.22% | Q4 2017 | Q1 2023 | 10 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 10 |
MYCIO WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q3 2015 | Q4 2019 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.13% | Q3 2019 | Q4 2022 | 10 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 1 | 0.03% | 0.11% | 0.22% | Q2 2019 | Q2 2022 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.15% | 0.72% | 1.71% | Q4 2020 | Q3 2023 | 10 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 3 | 0.07% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 10 |
Wealth Architects, LLC | 8 | 1 | 0.05% | 0.09% | 0.12% | Q1 2017 | Q1 2022 | 10 |
Capstone Triton Financial Group, LLC | 6 | 4 | 0.66% | 1.39% | 2.45% | Q4 2020 | Q2 2023 | 10 |
DONALDSON CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
JOYN Advisors, Inc. | 10 | 10 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q1 2020 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Empowered Funds, LLC | 8 | 1 | 0.03% | 0.13% | 0.51% | Q1 2018 | Q3 2023 | 10 |
Atlantic Union Bankshares Corp | 10 | 10 | 0.06% | 0.17% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Amtrust Financial Services, Inc. | 4 | 2 | 0.63% | 1.95% | 3.99% | Q3 2017 | Q3 2021 | 10 |
BTR CAPITAL MANAGEMENT INC | 6 | 4 | 0.03% | 0.08% | 0.11% | Q3 2015 | Q3 2021 | 10 |
Karp Capital Management Corp | 6 | 1 | 0.02% | 0.12% | 0.23% | Q1 2017 | Q4 2021 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 10 |
Palumbo Wealth Management LLC | 10 | 10 | 0.16% | 0.40% | 0.67% | Q4 2020 | Q1 2023 | 10 |
Private Capital Management, LLC | 6 | 6 | 0.03% | 0.14% | 0.37% | Q2 2022 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q2 2022 | 10 |
Pinnacle Holdings, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 10 |
SVA Wealth Management, LLC | 10 | 10 | 0.18% | 0.30% | 0.39% | Q3 2018 | Q4 2020 | 10 |
Kercheville Advisors, LLC | 10 | 10 | 0.15% | 0.53% | 0.91% | Q4 2020 | Q1 2023 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 1.88% | 2.29% | 2.72% | Q4 2018 | Q1 2021 | 10 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q4 2021 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.01% | 0.34% | 1.17% | Q1 2018 | Q4 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Stelac Advisory Services LLC | 6 | 1 | 0.04% | 0.22% | 0.52% | Q1 2017 | Q3 2021 | 10 |
McAdam, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2022 | 10 |
FSA Wealth Management LLC | 10 | 10 | 0.11% | 0.17% | 0.25% | Q4 2019 | Q1 2022 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.66% | 1.92% | Q2 2021 | Q3 2023 | 10 |
Allen Capital Group, LLC | 9 | 1 | 0.04% | 0.20% | 1.40% | Q3 2020 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.65% | 2.75% | 6.32% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.16% | 0.31% | Q4 2019 | Q1 2022 | 10 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.00% | 0.40% | 0.92% | Q4 2020 | Q3 2023 | 10 |
TIGER GLOBAL MANAGEMENT LLC | 9 | 1 | 0.04% | 0.79% | 1.49% | Q4 2019 | Q3 2022 | 10 |
Venturi Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 10 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Icahn Capital | 10 | 10 | 2.60% | 5.18% | 7.01% | Q3 2015 | Q4 2017 | 10 |
Hardman Johnston Global Advisors LLC | 10 | 10 | 0.28% | 0.51% | 0.80% | Q2 2021 | Q3 2023 | 10 |
PRENTISS SMITH & CO INC | 7 | 3 | 0.00% | 1.03% | 3.72% | Q1 2018 | Q3 2023 | 10 |
Marcum Wealth, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Spectrum Management Group, LLC | 9 | 1 | 0.00% | 0.05% | 0.26% | Q3 2017 | Q1 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
INVESTMENT PARTNERS, LTD. | 10 | 10 | 0.10% | 0.21% | 0.38% | Q4 2020 | Q1 2023 | 10 |
Ranch Capital Advisors Inc. | 10 | 10 | 0.16% | 0.25% | 0.29% | Q3 2019 | Q4 2021 | 10 |
N.E.W. Advisory Services LLC | 8 | 1 | 0.04% | 0.13% | 0.21% | Q4 2019 | Q3 2022 | 10 |
NIPPON LIFE INSURANCE CO | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q3 2017 | 9 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.06% | 0.46% | 0.65% | Q2 2020 | Q1 2022 | 9 |
COHEN & STEERS, INC. | 5 | 4 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2021 | 9 |
ISLAY CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Fulcrum Equity Management | 5 | 4 | 0.15% | 0.38% | 0.86% | Q4 2018 | Q2 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.03% | 0.27% | 0.50% | Q2 2021 | Q3 2023 | 9 |
Truehand, Inc | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2020 | 9 |
Howard Capital Management Inc. | 6 | 3 | 0.04% | 0.16% | 0.23% | Q1 2019 | Q3 2021 | 9 |
Boit C F David | 5 | 4 | 0.07% | 0.27% | 0.52% | Q2 2021 | Q3 2023 | 9 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.06% | 0.20% | 0.41% | Q2 2018 | Q2 2023 | 9 |
Windsor Wealth Management, Inc. | 8 | 1 | 0.04% | 0.12% | 0.35% | Q2 2019 | Q1 2022 | 9 |
Altshuler Shaham Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.12% | 1.01% | 2.62% | Q1 2021 | Q1 2023 | 9 |
BBR PARTNERS, LLC | 7 | 1 | 0.02% | 0.10% | 0.40% | Q1 2019 | Q1 2022 | 9 |
BNC WEALTH MANAGEMENT, LLC | 6 | 1 | 0.66% | 1.13% | 1.59% | Q3 2020 | Q3 2023 | 9 |
Triumph Capital Management | 8 | 1 | 0.17% | 0.36% | 0.58% | Q2 2021 | Q3 2023 | 9 |
Clarus Wealth Advisors | 5 | 4 | 0.03% | 0.15% | 0.31% | Q2 2018 | Q3 2021 | 9 |
Requisite Capital Management, LLC | 8 | 1 | 0.01% | 0.11% | 0.22% | Q1 2019 | Q4 2021 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.09% | 0.14% | 0.20% | Q1 2019 | Q1 2021 | 9 |
Lucia Wealth Services, LLC | 7 | 1 | 0.04% | 0.18% | 0.43% | Q1 2018 | Q3 2020 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q3 2017 | 9 |
Murphy, Middleton, Hinkle & Parker, Inc. | 7 | 1 | 0.13% | 0.22% | 0.30% | Q2 2019 | Q4 2021 | 9 |
GARRISON BRADFORD & ASSOCIATES INC | 9 | 9 | 0.30% | 1.52% | 2.46% | Q1 2020 | Q1 2022 | 9 |
ALTFEST L J & CO INC | 6 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
DORCHESTER WEALTH MANAGEMENT Co | 5 | 4 | 0.07% | 0.08% | 0.13% | Q2 2020 | Q1 2023 | 9 |
626 Financial, LLC | 8 | 1 | 0.18% | 0.26% | 0.34% | Q1 2021 | Q3 2023 | 9 |
Mercer Capital Advisers, Inc. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q3 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.14% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Tuttle Capital Management, LLC | 3 | 2 | 0.16% | 0.94% | 2.33% | Q3 2017 | Q1 2021 | 9 |
Rokos Capital Management LLP | 8 | 1 | 0.15% | 0.60% | 1.27% | Q2 2021 | Q3 2023 | 9 |
East Coast Asset Management, LLC. | 7 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 9 |
Cumberland Partners Ltd | 8 | 1 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q4 2021 | 9 |
Cerebellum GP, LLC | 4 | 2 | 0.09% | 0.24% | 0.31% | Q4 2017 | Q3 2020 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.06% | 0.74% | 1.74% | Q4 2020 | Q4 2022 | 9 |
Regent Peak Wealth Advisors LLC | 8 | 1 | 0.07% | 0.24% | 0.31% | Q2 2020 | Q3 2022 | 9 |
NWK Group, Inc. | 9 | 9 | 1.96% | 2.89% | 4.11% | Q4 2019 | Q4 2021 | 9 |
BLOOM TREE PARTNERS, LLC | 5 | 4 | 3.01% | 3.85% | 5.40% | Q2 2016 | Q2 2019 | 9 |
Gibraltar Capital Management, Inc. | 7 | 2 | 1.78% | 2.45% | 3.15% | Q3 2015 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.00% | 0.09% | 0.70% | Q2 2020 | Q3 2023 | 9 |
HoyleCohen, LLC | 8 | 1 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 9 |
CWS Financial Advisors, LLC | 5 | 1 | 0.07% | 0.14% | 0.18% | Q2 2020 | Q4 2022 | 9 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.28% | 0.56% | 0.78% | Q1 2019 | Q3 2022 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q2 2023 | 9 |
MARVIN & PALMER ASSOCIATES INC | 9 | 9 | 3.99% | 5.23% | 6.41% | Q3 2017 | Q3 2019 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.49% | 1.44% | 3.01% | Q3 2021 | Q3 2023 | 9 |
Nicholas Hoffman & Company, LLC. | 7 | 2 | 0.01% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 9 |
Future Financial Wealth Managment LLC | 7 | 2 | 0.21% | 0.28% | 0.49% | Q4 2020 | Q1 2023 | 9 |
Ayrshire Capital Management LLC | 9 | 9 | 2.56% | 3.60% | 4.78% | Q4 2019 | Q4 2021 | 9 |
Blue Whale Capital LLP | 9 | 9 | 2.62% | 4.44% | 6.61% | Q4 2019 | Q4 2021 | 9 |
Westwood Wealth Management | 8 | 8 | 0.02% | 0.62% | 2.25% | Q4 2021 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.72% | 0.98% | 1.26% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.34% | 1.41% | Q3 2021 | Q3 2023 | 9 |
NFJ INVESTMENT GROUP, LLC | 5 | 4 | 0.03% | 0.15% | 0.30% | Q1 2021 | Q3 2023 | 9 |
Northcape Capital Pty Ltd | 9 | 9 | 0.04% | 0.29% | 0.41% | Q2 2020 | Q2 2022 | 9 |
Paragon Advisors, LLC | 9 | 9 | 0.22% | 1.20% | 2.52% | Q4 2019 | Q4 2021 | 9 |
swisspartners Ltd. | 9 | 9 | 0.21% | 0.48% | 0.81% | Q4 2020 | Q4 2022 | 9 |
DT Investment Partners, LLC | 9 | 9 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.06% | 0.27% | Q3 2020 | Q3 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 9 |
Avion Wealth | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 9 | 9 | 0.12% | 0.76% | 1.16% | Q2 2020 | Q2 2022 | 9 |
Bank of New Hampshire | 7 | 2 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 9 |
IFG Advisors, LLC | 9 | 9 | 0.20% | 0.46% | 0.58% | Q1 2020 | Q1 2022 | 9 |
Cherry Creek Investment Advisors, Inc. | 9 | 9 | 0.14% | 0.82% | 2.58% | Q2 2021 | Q2 2023 | 9 |
Greystone Financial Group, LLC | 6 | 3 | 0.10% | 0.27% | 0.39% | Q4 2020 | Q1 2023 | 9 |
AIA Group Ltd | 9 | 9 | 0.04% | 0.12% | 0.21% | Q4 2020 | Q4 2022 | 9 |
MARSHALL WACE ASIA Ltd | 7 | 1 | 0.07% | 1.28% | 2.28% | Q1 2017 | Q3 2021 | 9 |
Axiom Investment Management LLC | 4 | 1 | 0.08% | 0.23% | 0.39% | Q4 2018 | Q3 2022 | 9 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 9 | 9 | 1.46% | 2.31% | 2.83% | Q4 2019 | Q4 2021 | 9 |
FIC CAPITAL INC | 9 | 9 | 0.15% | 0.23% | 0.37% | Q3 2015 | Q3 2017 | 9 |
Essex LLC | 9 | 9 | 0.50% | 0.93% | 1.87% | Q3 2021 | Q3 2023 | 9 |
Foster Victor Wealth Advisors, LLC | 9 | 9 | 1.42% | 1.93% | 2.17% | Q4 2019 | Q4 2021 | 9 |
Trek Financial, LLC | 6 | 3 | 0.02% | 0.18% | 0.44% | Q2 2020 | Q4 2022 | 9 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 9 | 9 | 0.08% | 0.20% | 0.34% | Q4 2017 | Q4 2019 | 9 |
Meridian Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.11% | 0.15% | Q4 2018 | Q3 2022 | 9 |
KCS Wealth Advisory | 8 | 1 | 0.00% | 0.42% | 0.66% | Q3 2019 | Q3 2023 | 9 |
Ironsides Asset Advisors, LLC | 4 | 2 | 0.08% | 0.11% | 0.13% | Q3 2015 | Q3 2021 | 9 |
McClarren Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Cohen Capital Management, Inc. | 7 | 2 | 0.04% | 0.37% | 0.62% | Q2 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q3 2017 | 9 |
PUBLIC INVESTMENT FUND | 9 | 9 | 0.23% | 1.05% | 1.65% | Q3 2021 | Q3 2023 | 9 |
London & Capital Asset Management Ltd | 7 | 1 | 0.04% | 1.26% | 2.28% | Q4 2019 | Q3 2023 | 9 |
DAVIDSON & GARRARD INC | 9 | 9 | 0.16% | 0.27% | 0.45% | Q3 2015 | Q3 2017 | 9 |
AHL Partners LLP | 7 | 2 | 0.02% | 0.12% | 0.24% | Q3 2015 | Q4 2017 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.10% | 0.13% | 0.19% | Q3 2015 | Q3 2017 | 9 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 9 | 9 | 1.06% | 1.41% | 1.60% | Q3 2015 | Q3 2017 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 9 |
Avidian Wealth Solutions, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 9 |
Bell Bank | 9 | 9 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Summit Financial, LLC | 5 | 4 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
CFO4Life Group, LLC | 8 | 1 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q1 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.04% | 0.32% | 0.78% | Q2 2018 | Q1 2023 | 9 |
WealthOne, LLC | 8 | 1 | 0.01% | 0.20% | 0.37% | Q4 2018 | Q3 2022 | 9 |
CTC LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
CAPITAL GUARDIAN TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 9 |
Daiwa SB Investments Ltd. | 5 | 4 | 0.10% | 0.21% | 0.28% | Q3 2015 | Q1 2019 | 9 |
MACRO Consulting Group | 6 | 3 | 0.20% | 0.24% | 0.30% | Q4 2018 | Q2 2021 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
CARILLON TOWER ADVISERS, INC. | 9 | 9 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q4 2020 | 9 |
PETTYJOHN, WOOD & WHITE, INC | 7 | 2 | 0.05% | 0.09% | 0.16% | Q2 2020 | Q3 2022 | 9 |
Arlington Financial Advisors, LLC | 9 | 9 | 0.13% | 1.38% | 1.90% | Q1 2020 | Q1 2022 | 9 |
Sandell Asset Management Corp. | 9 | 9 | 0.08% | 0.75% | 2.97% | Q3 2018 | Q3 2020 | 9 |
Jeneq Management LP | 4 | 1 | 0.14% | 4.43% | 9.17% | Q1 2019 | Q1 2022 | 9 |
INHERENT GROUP, LP | 4 | 2 | 0.32% | 1.13% | 2.10% | Q2 2020 | Q4 2021 | 9 |
Infusive Asset Management Inc. | 4 | 4 | 0.12% | 6.16% | 10.35% | Q4 2020 | Q2 2023 | 9 |
BRISTOL JOHN W & CO INC /NY/ | 9 | 9 | 1.36% | 1.53% | 1.83% | Q3 2015 | Q3 2017 | 9 |
Phoenix Wealth Advisors | 5 | 4 | 0.18% | 0.50% | 0.93% | Q4 2020 | Q3 2023 | 9 |
WATERS PARKERSON & CO., LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Demars Financial Group, LLC | 8 | 1 | 0.13% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 9 |
Freemont Management S.A. | 8 | 8 | 0.02% | 0.84% | 1.37% | Q4 2020 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.31% | 0.39% | 0.51% | Q4 2020 | Q3 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.11% | 0.25% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Kathmere Capital Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q1 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.27% | 0.48% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Group, Inc. | 8 | 8 | 0.19% | 0.36% | 0.54% | Q2 2021 | Q1 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.20% | 0.29% | 0.41% | Q4 2019 | Q3 2021 | 8 |
CAPSTONE ASSET MANAGEMENT CO | 8 | 8 | 0.29% | 0.32% | 0.38% | Q3 2015 | Q2 2017 | 8 |
All Terrain Financial Advisors, LLC | 5 | 3 | 0.05% | 0.08% | 0.13% | Q1 2019 | Q3 2022 | 8 |
Gyon Technologies Capital Management, LP | 4 | 4 | 0.22% | 0.67% | 1.32% | Q3 2020 | Q4 2022 | 8 |
Seneca House Advisors | 8 | 8 | 0.28% | 0.69% | 1.55% | Q4 2020 | Q3 2022 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.18% | 0.41% | 0.84% | Q4 2021 | Q3 2023 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.15% | 0.32% | 0.74% | Q1 2019 | Q4 2020 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MADDEN SECURITIES Corp | 7 | 1 | 0.00% | 0.70% | 1.76% | Q2 2020 | Q4 2022 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.18% | 1.72% | 3.76% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
TREMBLANT CAPITAL GROUP | 5 | 1 | 0.02% | 2.93% | 5.36% | Q1 2018 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.18% | 0.29% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Carolina Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Codex Capital, L.L.C. | 8 | 8 | 1.13% | 3.70% | 5.29% | Q3 2020 | Q2 2022 | 8 |
Lunia Capital LP | 4 | 2 | 0.91% | 4.47% | 9.17% | Q3 2018 | Q3 2021 | 8 |
WFG Advisors, LP | 8 | 8 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q2 2017 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Draper Asset Management, LLC | 6 | 6 | 0.00% | 0.48% | 1.07% | Q4 2020 | Q1 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.03% | 0.17% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Tranquility Partners, LLC | 8 | 8 | 0.10% | 0.25% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 8 | 8 | 0.13% | 0.84% | 1.23% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.12% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Folger Hill Asset Management LP | 5 | 1 | 0.04% | 0.43% | 1.42% | Q4 2015 | Q2 2017 | 8 |
PRIVATE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.06% | 0.12% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Country Club Trust Company, n.a. | 5 | 3 | 0.04% | 0.10% | 0.13% | Q1 2016 | Q4 2021 | 8 |
Assured Investment Management LLC | 6 | 2 | 0.01% | 0.11% | 0.25% | Q4 2016 | Q1 2019 | 8 |
Port Capital LLC | 8 | 8 | 0.29% | 0.33% | 0.38% | Q4 2017 | Q3 2019 | 8 |
Berger Financial Group, Inc | 8 | 8 | 0.03% | 0.10% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.15% | 0.31% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Blackhawk Capital Partners LLC. | 6 | 2 | 0.06% | 0.15% | 0.22% | Q1 2018 | Q4 2021 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.35% | 0.53% | 0.90% | Q4 2021 | Q3 2023 | 8 |
First City Capital Management, Inc. | 3 | 2 | 0.01% | 0.12% | 0.25% | Q3 2015 | Q3 2021 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.26% | 0.42% | 0.53% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.18% | 0.30% | 0.73% | Q4 2021 | Q3 2023 | 8 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.01% | 0.07% | 0.29% | Q2 2017 | Q1 2023 | 8 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 8 | 8 | 0.10% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.13% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.57% | 0.89% | 1.37% | Q4 2021 | Q3 2023 | 8 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.02% | 0.69% | 4.69% | Q3 2015 | Q4 2017 | 8 |
Rise Advisors, LLC | 8 | 8 | 1.40% | 1.74% | 1.96% | Q4 2021 | Q3 2023 | 8 |
Roberts Wealth Advisors, LLC | 4 | 4 | 0.25% | 0.95% | 1.26% | Q3 2021 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.06% | 0.17% | 0.55% | Q4 2020 | Q2 2023 | 8 |
JEPPSON WEALTH MANAGEMENT, LLC | 7 | 1 | 0.10% | 0.14% | 0.18% | Q3 2020 | Q3 2022 | 8 |
Cannell & Co. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Sovarnum Capital L.P. | 7 | 1 | 0.31% | 1.38% | 2.77% | Q1 2018 | Q4 2020 | 8 |
Strong Tower Advisory Services | 8 | 8 | 0.90% | 1.29% | 2.41% | Q3 2021 | Q2 2023 | 8 |
Spouting Rock Asset Management, LLC | 7 | 1 | 0.18% | 0.65% | 1.06% | Q4 2019 | Q1 2023 | 8 |
Gateway Advisory, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q1 2022 | 8 |
CCG WEALTH MANAGEMENT, LLC | 6 | 1 | 0.13% | 0.19% | 0.25% | Q4 2019 | Q3 2022 | 8 |
Destination Wealth Management | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 8 |
Eudaimonia Partners, LLC | 6 | 1 | 0.06% | 0.15% | 0.24% | Q4 2019 | Q1 2022 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.33% | 0.59% | 0.85% | Q4 2021 | Q3 2023 | 8 |
WEXFORD CAPITAL LP | 3 | 1 | 0.04% | 0.74% | 2.24% | Q3 2015 | Q2 2021 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.03% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.31% | 0.69% | 1.10% | Q2 2019 | Q1 2021 | 8 |
Kayak Investment Partners LLC | 3 | 1 | 1.37% | 2.73% | 4.14% | Q4 2017 | Q1 2021 | 8 |
Laffer Tengler Investments, Inc. | 5 | 3 | 0.00% | 0.16% | 0.47% | Q3 2015 | Q3 2022 | 8 |
Barnett & Company, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.17% | 0.59% | 1.04% | Q3 2021 | Q2 2023 | 8 |
Redwood Investment Management, LLC | 7 | 1 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.07% | 0.15% | 0.33% | Q4 2021 | Q3 2023 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.03% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Perella Weinberg Partners Capital Management LP | 6 | 1 | 0.20% | 0.40% | 0.80% | Q3 2015 | Q4 2018 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.22% | 0.67% | 1.25% | Q4 2021 | Q4 2023 | 8 |
RVW Wealth, LLC | 7 | 1 | 0.00% | 0.05% | 0.15% | Q3 2020 | Q3 2023 | 8 |
COMPTON CAPITAL MANAGEMENT INC /RI | 8 | 8 | 0.08% | 0.12% | 0.24% | Q2 2020 | Q1 2022 | 8 |
MIROVA | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2020 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.14% | 0.98% | 1.99% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 8 | 8 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.03% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
MIG Capital, LLC | 8 | 8 | 1.29% | 3.78% | 4.95% | Q1 2020 | Q4 2021 | 8 |
VAN STRUM & TOWNE INC. | 8 | 8 | 0.09% | 0.21% | 0.29% | Q2 2020 | Q1 2022 | 8 |
Anson Funds Management LP | 8 | 8 | 0.10% | 0.24% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.08% | 1.05% | 1.60% | Q4 2021 | Q3 2023 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 2 | 0.01% | 0.22% | 1.27% | Q1 2017 | Q4 2022 | 8 |
VALICENTI ADVISORY SERVICES INC | 8 | 8 | 0.78% | 1.10% | 1.63% | Q4 2021 | Q3 2023 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 0.33% | 0.85% | 1.20% | Q2 2020 | Q1 2022 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.19% | 0.32% | 0.52% | Q4 2021 | Q3 2023 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.18% | Q4 2021 | Q3 2023 | 8 |
NZS Capital, LLC | 8 | 8 | 1.15% | 1.67% | 2.02% | Q2 2021 | Q1 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.07% | 0.22% | 0.42% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.39% | 1.08% | 1.82% | Q4 2021 | Q3 2023 | 8 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 8 | 8 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q2 2017 | 8 |
Elefante Mark B | 8 | 8 | 1.03% | 1.82% | 3.18% | Q3 2018 | Q2 2020 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.15% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Westover Capital Advisors, LLC | 6 | 2 | 0.11% | 0.13% | 0.14% | Q2 2020 | Q4 2022 | 8 |
Gardiner Nancy B | 8 | 8 | 0.54% | 1.43% | 2.68% | Q3 2018 | Q2 2020 | 8 |
ELM ADVISORS, LLC | 7 | 1 | 0.10% | 0.21% | 0.27% | Q3 2018 | Q4 2021 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.09% | 0.18% | 0.37% | Q4 2020 | Q3 2022 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.33% | 0.71% | Q4 2021 | Q3 2023 | 8 |
AM INVESTMENT STRATEGIES LLC | 7 | 1 | 0.04% | 0.30% | 0.58% | Q3 2020 | Q2 2023 | 8 |
STRATEGY ASSET MANAGERS LLC | 7 | 1 | 0.00% | 0.19% | 0.33% | Q1 2019 | Q4 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.14% | 0.25% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Eschler Asset Management LLP | 8 | 8 | 0.22% | 0.59% | 1.77% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.00% | 0.21% | 0.34% | Q4 2016 | Q4 2021 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 2 | 0.45% | 0.98% | 1.43% | Q2 2019 | Q1 2022 | 8 |
CSS LLC/IL | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 8 |
CADIAN CAPITAL MANAGEMENT, LP | 7 | 7 | 1.23% | 4.45% | 6.55% | Q4 2015 | Q2 2017 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.04% | 0.24% | 0.48% | Q4 2019 | Q3 2022 | 8 |
Wedmont Private Capital | 8 | 8 | 0.02% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 1 | 0.00% | 0.11% | 0.24% | Q3 2016 | Q1 2023 | 8 |
P.A.W. CAPITAL CORP | 8 | 8 | 0.63% | 0.82% | 1.34% | Q4 2015 | Q3 2017 | 8 |
Northwest Bancshares, Inc. | 8 | 8 | 0.05% | 0.12% | 0.16% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.14% | 0.42% | 1.20% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.21% | 0.51% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.14% | 0.24% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Altus Wealth Group LLC | 8 | 8 | 0.17% | 0.31% | 0.37% | Q4 2020 | Q3 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.15% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Narwhal Capital Management | 8 | 8 | 0.03% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 8 | 0.13% | 0.22% | 0.47% | Q4 2021 | Q3 2023 | 8 |
AMERICAN FINANCIAL GROUP INC | 8 | 8 | 0.16% | 0.21% | 0.30% | Q3 2015 | Q2 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.06% | 0.16% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Blueshift Asset Management, LLC | 3 | 1 | 0.06% | 0.33% | 1.22% | Q4 2018 | Q3 2023 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Advisory Resource Group | 7 | 1 | 0.10% | 0.13% | 0.21% | Q1 2020 | Q2 2022 | 8 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 1 | 0.03% | 0.56% | 2.85% | Q4 2015 | Q4 2019 | 8 |
Baldwin Investment Management, LLC | 8 | 8 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.14% | 0.23% | 0.31% | Q2 2020 | Q1 2022 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.22% | 0.33% | 0.59% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 5 | 1 | 0.01% | 0.06% | 0.18% | Q2 2021 | Q3 2023 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.12% | 0.20% | 0.25% | Q3 2015 | Q2 2017 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.23% | 0.36% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 0.01% | 0.48% | 0.82% | Q2 2020 | Q1 2022 | 8 |
RETIREMENT CAPITAL STRATEGIES | 7 | 1 | 0.10% | 0.16% | 0.20% | Q2 2019 | Q4 2021 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.23% | 0.33% | 0.39% | Q4 2015 | Q3 2017 | 8 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 3 | 1 | 0.08% | 0.83% | 1.65% | Q4 2020 | Q3 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Alhambra Investment Management LLC | 8 | 8 | 0.17% | 0.38% | 0.58% | Q2 2020 | Q1 2022 | 8 |
AMARILLO NATIONAL BANK | 8 | 8 | 0.04% | 0.10% | 0.14% | Q2 2020 | Q1 2022 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
RIVERBRIDGE PARTNERS LLC | 8 | 8 | 0.01% | 0.15% | 0.34% | Q4 2021 | Q3 2023 | 8 |
ROCKLAND TRUST CO | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.41% | 0.80% | 1.62% | Q4 2019 | Q3 2023 | 8 |
FAIRFIELD, BUSH & CO. | 4 | 1 | 0.04% | 0.22% | 0.82% | Q2 2020 | Q2 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Gleason Group, Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.05% | 0.14% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Enlightenment Research, LLC | 6 | 1 | 0.32% | 0.79% | 1.83% | Q2 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covenant Partners, LLC | 4 | 2 | 0.13% | 0.25% | 0.35% | Q1 2019 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.16% | 0.33% | 0.44% | Q4 2017 | Q3 2019 | 8 |
PEOPLES BANK /OH | 8 | 8 | 0.11% | 0.22% | 0.28% | Q2 2020 | Q1 2022 | 8 |
Lion Street Advisors, LLC | 4 | 1 | 0.07% | 0.14% | 0.19% | Q1 2020 | Q2 2023 | 8 |
Merrion Investment Management Co, LLC | 8 | 8 | 0.21% | 0.58% | 0.92% | Q4 2020 | Q3 2022 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.35% | 0.65% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Bruderman Asset Management, LLC | 4 | 2 | 0.01% | 0.17% | 0.65% | Q4 2018 | Q2 2022 | 8 |
GIRARD PARTNERS LTD. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q4 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.18% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.42% | 0.62% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 1.08% | 1.36% | 1.93% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.57% | 1.20% | 1.92% | Q4 2020 | Q3 2022 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.29% | 0.49% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Aviance Capital Partners, LLC | 5 | 3 | 0.10% | 0.63% | 1.29% | Q4 2020 | Q1 2023 | 8 |
Garrett Wealth Advisory Group, LLC | 7 | 1 | 0.11% | 0.21% | 0.28% | Q3 2019 | Q4 2021 | 8 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Covington Investment Advisors Inc. | 8 | 8 | 0.40% | 0.96% | 1.50% | Q4 2020 | Q3 2022 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.28% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.03% | 0.25% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Vigilare Wealth Management | 8 | 8 | 0.32% | 0.55% | 0.91% | Q2 2020 | Q1 2022 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.15% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Game Creek Capital, LP | 5 | 1 | 0.24% | 0.63% | 1.07% | Q1 2020 | Q4 2021 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.78% | 1.19% | 2.16% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.32% | 0.61% | 0.89% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Triangle Securities Wealth Management | 7 | 1 | 0.07% | 0.27% | 0.59% | Q2 2021 | Q3 2023 | 8 |
Resolute Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Gray Wealth Management Inc. | 8 | 8 | 0.13% | 0.25% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 0.40% | 0.86% | 1.44% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD MANAGEMENT CORP /IL/ | 7 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 8 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 8 | 8 | 0.20% | 0.35% | 0.60% | Q4 2020 | Q3 2022 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 1.12% | 2.74% | 4.81% | Q4 2021 | Q3 2023 | 8 |
Bach Option Ltd | 5 | 5 | 0.15% | 0.38% | 1.01% | Q2 2016 | Q2 2017 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.24% | 0.45% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Alight Capital Management LP | 2 | 1 | 0.51% | 1.60% | 4.31% | Q4 2018 | Q1 2023 | 8 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.03% | 0.84% | 2.92% | Q1 2020 | Q3 2023 | 8 |
PDS Planning, Inc | 7 | 1 | 0.03% | 0.11% | 0.16% | Q2 2020 | Q1 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 1.51% | 2.21% | 3.52% | Q4 2021 | Q3 2023 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 6 | 2 | 0.09% | 0.21% | 0.38% | Q4 2020 | Q4 2022 | 8 |
GHE, LLC | 8 | 8 | 0.91% | 1.59% | 2.57% | Q4 2021 | Q3 2023 | 8 |
BRIDGES INVESTMENT COUNSEL INC/ | 8 | 8 | 0.41% | 0.54% | 0.71% | Q1 2016 | Q4 2017 | 8 |
PATTON FUND MANAGEMENT, INC. | 8 | 8 | 0.48% | 0.67% | 0.96% | Q2 2019 | Q1 2021 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.37% | 0.62% | 0.86% | Q4 2021 | Q3 2023 | 8 |
STANSBERRY ASSET MANAGEMENT, LLC | 8 | 8 | 0.25% | 1.65% | 2.64% | Q4 2021 | Q3 2023 | 8 |
CRAWFORD INVESTMENT COUNSEL INC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 8 |
Winfield Associates, Inc. | 3 | 1 | 0.00% | 0.06% | 0.16% | Q1 2016 | Q4 2019 | 8 |
WNY Asset Management, LLC | 8 | 8 | 0.07% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Peachtree Investment Partners, LLC | 6 | 2 | 0.24% | 1.35% | 1.98% | Q1 2019 | Q3 2021 | 8 |
Oxler Private Wealth LLC | 5 | 2 | 0.02% | 0.26% | 0.39% | Q4 2020 | Q3 2022 | 7 |
Fort Sheridan Advisors LLC | 7 | 7 | 0.17% | 0.20% | 0.22% | Q2 2020 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 7 |
Abacus Planning Group, Inc. | 6 | 1 | 0.08% | 0.09% | 0.12% | Q2 2019 | Q3 2021 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Resonate Capital, LLC | 7 | 7 | 1.62% | 2.23% | 2.70% | Q4 2021 | Q2 2023 | 7 |
BECKER CAPITAL MANAGEMENT INC | 7 | 7 | 0.87% | 1.19% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Versor Investments LP | 6 | 1 | 0.03% | 0.11% | 0.19% | Q3 2020 | Q2 2023 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q3 2015 | Q1 2017 | 7 |
Hayden Royal, LLC | 5 | 2 | 0.14% | 0.32% | 0.98% | Q4 2018 | Q2 2021 | 7 |
CAHILL FINANCIAL ADVISORS INC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Community Bank of Raymore | 5 | 2 | 0.10% | 0.30% | 0.56% | Q3 2021 | Q3 2023 | 7 |
Hamilton Point Investment Advisors, LLC | 5 | 2 | 0.07% | 0.46% | 1.48% | Q3 2015 | Q3 2021 | 7 |
Capstone Financial Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 7 |
E&G Advisors, LP | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.19% | 0.31% | 0.40% | Q4 2019 | Q2 2021 | 7 |
Trust Investment Advisors | 7 | 7 | 0.69% | 1.53% | 1.88% | Q3 2020 | Q1 2022 | 7 |
L. Roy Papp & Associates, LLP | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Surevest, LLC | 7 | 7 | 0.23% | 0.79% | 1.55% | Q1 2021 | Q3 2022 | 7 |
JANUS HENDERSON INVESTORS US LLC | 7 | 7 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q1 2017 | 7 |
Balter Liquid Alternatives, LLC | 5 | 5 | 0.02% | 1.19% | 2.60% | Q1 2016 | Q1 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Longitude (Cayman) Ltd. | 5 | 5 | 0.46% | 1.41% | 4.49% | Q4 2020 | Q4 2021 | 7 |
Coastal Bridge Advisors, LLC | 6 | 1 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q1 2022 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.13% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Cunning Capital Partners, LP | 7 | 7 | 1.40% | 2.39% | 3.32% | Q1 2020 | Q3 2021 | 7 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.57% | 1.32% | 1.64% | Q3 2015 | Q1 2017 | 7 |
Glacier Peak Capital LLC | 4 | 3 | 1.36% | 2.23% | 3.29% | Q3 2015 | Q2 2017 | 7 |
JS Capital Management LLC | 6 | 1 | 0.57% | 1.28% | 4.09% | Q4 2018 | Q4 2021 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.05% | 3.41% | 19.50% | Q2 2021 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.13% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Samalin Investment Counsel, LLC | 6 | 1 | 0.07% | 0.24% | 0.42% | Q4 2019 | Q1 2022 | 7 |
Castle Hook Partners LP | 7 | 7 | 0.69% | 4.04% | 8.34% | Q1 2019 | Q3 2020 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Gladius Capital Management LP | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2020 | 7 |
Community Financial Services Group, LLC | 6 | 1 | 0.11% | 0.16% | 0.19% | Q3 2020 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 7 |
Redwood Grove Capital, LLC | 7 | 7 | 2.32% | 3.66% | 4.38% | Q1 2022 | Q3 2023 | 7 |
Symmetry Investments LP | 4 | 1 | 0.40% | 1.82% | 3.97% | Q4 2020 | Q3 2022 | 7 |
New England Investment & Retirement Group, Inc. | 7 | 7 | 0.08% | 1.17% | 1.53% | Q1 2020 | Q3 2021 | 7 |
Price Wealth, LLC | 4 | 3 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2020 | 7 |
Partners Group Holding AG | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Neuberger Berman Canada ULC | 5 | 2 | 0.06% | 0.39% | 0.73% | Q4 2015 | Q3 2017 | 7 |
Jericho Capital Asset Management L.P. | 2 | 1 | 3.07% | 4.20% | 5.71% | Q4 2017 | Q1 2022 | 7 |
First Western Trust Bank | 7 | 7 | 0.12% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Eidelman Virant Capital | 6 | 1 | 0.31% | 0.42% | 0.66% | Q3 2015 | Q1 2022 | 7 |
Fayerweather Charles | 7 | 7 | 0.55% | 1.18% | 2.14% | Q4 2018 | Q2 2020 | 7 |
GenTrust, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Aristotle Atlantic Partners, LLC | 7 | 7 | 0.05% | 0.32% | 0.43% | Q2 2020 | Q4 2021 | 7 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.15% | 1.06% | 2.22% | Q3 2015 | Q4 2022 | 7 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 | 7 | 0.10% | 0.21% | 0.35% | Q1 2021 | Q3 2022 | 7 |
Contour Asset Management LLC | 3 | 2 | 1.75% | 3.44% | 6.40% | Q1 2016 | Q4 2022 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 1.16% | 1.72% | 2.15% | Q1 2022 | Q3 2023 | 7 |
Summit Global Investments | 5 | 2 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Corundum Group, Inc. | 7 | 7 | 0.25% | 0.41% | 0.62% | Q2 2020 | Q4 2021 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 7 |
Axel Capital Management, LLC | 5 | 2 | 4.19% | 6.05% | 8.82% | Q2 2018 | Q3 2021 | 7 |
Stillwater Investment Management, LLC | 6 | 1 | 0.07% | 0.15% | 0.20% | Q4 2020 | Q3 2022 | 7 |
PGGM Investments | 4 | 3 | 0.04% | 0.30% | 0.67% | Q3 2015 | Q1 2021 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.06% | 0.16% | 0.33% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.03% | 0.22% | 0.59% | Q1 2021 | Q4 2022 | 7 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.06% | 0.13% | Q4 2015 | Q3 2019 | 7 |
Pearl River Capital, LLC | 4 | 1 | 0.08% | 0.39% | 0.80% | Q4 2018 | Q2 2023 | 7 |
THAMES CAPITAL MANAGEMENT LLC | 5 | 1 | 0.99% | 3.02% | 4.44% | Q2 2018 | Q3 2022 | 7 |
MERIDIAN INVESTMENT COUNSEL INC. | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Cubic Asset Management, LLC | 7 | 7 | 0.11% | 0.13% | 0.15% | Q3 2015 | Q1 2017 | 7 |
Sturgeon Ventures LLP | 6 | 1 | 0.16% | 1.40% | 2.05% | Q1 2018 | Q3 2021 | 7 |
MidWestOne Financial Group, Inc. | 3 | 1 | 0.05% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 7 |
First Trust Bank, Ltd. | 4 | 3 | 4.55% | 5.90% | 7.46% | Q1 2020 | Q3 2022 | 7 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 1 | 1.44% | 2.18% | 3.83% | Q1 2016 | Q3 2020 | 7 |
First Washington CORP | 7 | 7 | 0.71% | 1.36% | 1.67% | Q1 2021 | Q3 2022 | 7 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 7 | 0.19% | 0.61% | 1.29% | Q3 2020 | Q1 2022 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q1 2023 | 7 |
PFS Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Midwest Professional Planners, LTD. | 3 | 1 | 0.01% | 0.16% | 0.21% | Q4 2017 | Q4 2021 | 7 |
STABLEFORD CAPITAL II LLC | 3 | 1 | 0.23% | 0.72% | 1.67% | Q3 2019 | Q3 2023 | 7 |
Bowling Portfolio Management LLC | 6 | 1 | 0.24% | 0.39% | 0.63% | Q3 2019 | Q4 2021 | 7 |
Resource Management, LLC | 7 | 7 | 0.03% | 0.10% | 0.18% | Q2 2020 | Q4 2021 | 7 |
Permit Capital, LLC | 7 | 7 | 1.48% | 1.91% | 2.57% | Q1 2022 | Q3 2023 | 7 |
Edgemoor Investment Advisors, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q2 2016 | Q4 2017 | 7 |
EXCALIBUR MANAGEMENT CORP | 7 | 7 | 0.16% | 0.28% | 0.41% | Q1 2022 | Q3 2023 | 7 |
UNITED BANK | 6 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2022 | 7 |
Winthrop Advisory Group LLC | 7 | 7 | 0.06% | 0.08% | 0.08% | Q2 2020 | Q4 2021 | 7 |
CIBC BANK USA | 5 | 2 | 0.03% | 0.06% | 0.10% | Q3 2015 | Q4 2019 | 7 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.18% | 0.53% | 0.85% | Q4 2018 | Q2 2021 | 7 |
VISTA INVESTMENT MANAGEMENT | 7 | 7 | 0.13% | 0.17% | 0.19% | Q2 2020 | Q4 2021 | 7 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.01% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 7 |
GRAND JEAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.39% | 3.72% | 5.49% | Q2 2020 | Q4 2021 | 7 |
BEACON TRUST CO | 7 | 7 | 0.24% | 0.69% | 0.91% | Q3 2015 | Q1 2017 | 7 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 7 | 7 | 0.09% | 0.13% | 0.15% | Q2 2020 | Q4 2021 | 7 |
DELTEC ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.62% | 1.11% | Q3 2019 | Q1 2022 | 7 |
GEORGE KAISER FAMILY FOUNDATION | 6 | 1 | 0.20% | 0.23% | 0.29% | Q4 2019 | Q3 2021 | 7 |
CAPITAL ONE FINANCIAL CORP | 4 | 3 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q4 2021 | 7 |
Cox Capital Mgt LLC | 7 | 7 | 0.11% | 0.20% | 0.24% | Q1 2020 | Q3 2021 | 7 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.10% | 0.19% | Q4 2015 | Q2 2017 | 7 |
M. Kulyk & Associates, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Lynch Asset Management, Inc. | 7 | 7 | 0.25% | 0.44% | 0.62% | Q1 2022 | Q3 2023 | 7 |
VisionPoint Advisory Group, LLC | 5 | 2 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q3 2023 | 7 |
Chapman Investment Management, LLC | 7 | 7 | 4.12% | 6.33% | 7.39% | Q2 2020 | Q4 2021 | 7 |
Riverview Capital Advisers, LLC | 7 | 7 | 0.06% | 0.36% | 0.56% | Q4 2021 | Q2 2023 | 7 |
KANAWHA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
LEO BROKERAGE, LLC | 4 | 1 | 0.04% | 0.09% | 0.18% | Q4 2020 | Q2 2023 | 7 |
DELTA LLOYD NV | 7 | 7 | 0.16% | 0.42% | 0.52% | Q3 2015 | Q1 2017 | 7 |
Oxinas Partners Wealth Management LLC | 6 | 1 | 0.17% | 0.33% | 0.50% | Q4 2020 | Q3 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
KARPAS STRATEGIES, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q2 2020 | Q4 2021 | 7 |
KENSICO CAPITAL MANAGEMENT CORP | 4 | 1 | 0.23% | 1.92% | 4.34% | Q2 2017 | Q1 2023 | 7 |
PENN DAVIS MCFARLAND INC | 7 | 7 | 2.64% | 3.65% | 4.89% | Q1 2022 | Q3 2023 | 7 |
Bernardo Wealth Planning LLC | 4 | 3 | 0.12% | 0.16% | 0.18% | Q1 2019 | Q4 2020 | 7 |
AUXIER ASSET MANAGEMENT | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
DOHENY ASSET MANAGEMENT /CA | 5 | 2 | 0.11% | 0.37% | 0.72% | Q2 2018 | Q3 2021 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.02% | 0.27% | 1.73% | Q4 2017 | Q2 2021 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.05% | 0.12% | 0.41% | Q3 2016 | Q4 2019 | 7 |
Veery Capital, LLC | 6 | 1 | 0.13% | 0.30% | 0.42% | Q4 2020 | Q3 2022 | 7 |
GREENWOOD GEARHART INC | 7 | 7 | 0.78% | 1.02% | 1.28% | Q1 2022 | Q3 2023 | 7 |
BOYS ARNOLD & CO INC | 7 | 7 | 0.03% | 0.09% | 0.13% | Q3 2018 | Q1 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Jupiter Investment Management Ltd | 5 | 1 | 0.00% | 0.10% | 0.34% | Q3 2015 | Q2 2020 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CADENCE BANK NA | 7 | 7 | 0.08% | 0.12% | 0.13% | Q2 2020 | Q4 2021 | 7 |
ERn Financial, LLC | 7 | 7 | 0.08% | 0.10% | 0.17% | Q1 2022 | Q3 2023 | 7 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.18% | 0.98% | 1.52% | Q4 2019 | Q2 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.10% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
SAGE RHINO CAPITAL LLC | 7 | 7 | 0.07% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
RDA Financial Network | 6 | 1 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q3 2022 | 7 |
Qalhat Capital Ltd | 7 | 7 | 0.58% | 0.88% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Blue Barn Wealth, LLC | 3 | 1 | 0.14% | 0.21% | 0.31% | Q3 2021 | Q3 2023 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.11% | 0.18% | 0.29% | Q3 2021 | Q1 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.29% | 0.64% | 1.12% | Q1 2022 | Q3 2023 | 7 |
Astoria Portfolio Advisors LLC. | 6 | 1 | 0.11% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Quantum Private Wealth, LLC | 7 | 7 | 0.13% | 0.33% | 0.55% | Q4 2021 | Q2 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.28% | 0.45% | 0.65% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.04% | 0.08% | 0.09% | Q4 2019 | Q2 2021 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
C2C Wealth Management, LLC | 6 | 6 | 0.00% | 0.09% | 0.13% | Q4 2021 | Q1 2023 | 7 |
Gunderson Capital Management Inc. | 4 | 3 | 0.89% | 3.54% | 4.97% | Q1 2019 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Pavion Blue Capital, LLC | 7 | 7 | 0.13% | 0.18% | 0.20% | Q2 2020 | Q4 2021 | 7 |
WASHBURN CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.15% | 0.42% | 0.62% | Q2 2020 | Q4 2021 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 0.14% | 0.37% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Prentice Wealth Management LLC | 7 | 7 | 0.14% | 0.30% | 0.46% | Q1 2021 | Q3 2022 | 7 |
Capital Square, LLC | 7 | 7 | 0.23% | 0.36% | 0.52% | Q4 2021 | Q2 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Modus Advisors, LLC | 6 | 1 | 0.10% | 0.16% | 0.23% | Q2 2020 | Q1 2022 | 7 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.22% | 0.50% | 0.78% | Q1 2020 | Q3 2021 | 7 |
Capitolis Advisors LLC | 7 | 7 | 0.01% | 0.48% | 1.20% | Q4 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Mayar Capital Ltd. | 7 | 7 | 4.57% | 8.46% | 10.71% | Q1 2022 | Q3 2023 | 7 |
DOHJ, LLC | 7 | 7 | 0.10% | 0.16% | 0.19% | Q2 2020 | Q4 2021 | 7 |
Strategic Wealth Investment Group, LLC | 5 | 2 | 0.06% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 7 |
Soltis Investment Advisors LLC | 5 | 2 | 0.04% | 0.13% | 0.37% | Q4 2020 | Q1 2023 | 7 |
Verde Capital Management | 7 | 7 | 0.43% | 0.80% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Management, LLC | 5 | 2 | 1.45% | 2.35% | 3.70% | Q4 2021 | Q3 2023 | 7 |
Monaco Asset Management SAM | 7 | 7 | 0.58% | 1.42% | 2.51% | Q1 2022 | Q3 2023 | 7 |
Capricorn Fund Managers Ltd | 4 | 3 | 0.64% | 1.29% | 2.05% | Q4 2021 | Q3 2023 | 7 |
Consolidated Planning Corp | 7 | 7 | 0.18% | 0.24% | 0.32% | Q2 2020 | Q4 2021 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Affinity Capital Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Benchmark Investment Advisors LLC | 7 | 7 | 0.28% | 1.09% | 2.31% | Q4 2021 | Q2 2023 | 7 |
Palouse Capital Management, Inc. | 7 | 7 | 0.43% | 0.66% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Aaron Wealth Advisors LLC | 6 | 1 | 0.04% | 0.21% | 0.34% | Q4 2020 | Q3 2022 | 7 |
APPLIED RESEARCH INVESTMENTS, LLC | 7 | 7 | 0.86% | 1.96% | 2.96% | Q2 2020 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.34% | 0.57% | Q4 2021 | Q2 2023 | 7 |
KLK CAPITAL MANAGEMENT LLC | 5 | 2 | 0.55% | 0.72% | 0.89% | Q4 2021 | Q3 2023 | 7 |
APOGEM CAPITAL LLC | 4 | 3 | 0.32% | 0.43% | 0.61% | Q4 2020 | Q3 2022 | 7 |
Blue Door Asset Management, LLC | 7 | 7 | 1.72% | 5.44% | 9.43% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q4 2022 | 7 |
FORTALEZA ASSET MANAGEMENT INC/ | 7 | 7 | 1.20% | 1.47% | 1.71% | Q1 2016 | Q3 2017 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.30% | 0.41% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Linker Capital Management Inc. | 7 | 7 | 0.30% | 0.45% | 0.80% | Q4 2021 | Q2 2023 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Opal Wealth Advisors, LLC | 6 | 1 | 0.16% | 0.26% | 0.32% | Q4 2020 | Q3 2022 | 7 |
FINANCIAL MANAGEMENT NETWORK INC | 6 | 1 | 0.10% | 0.15% | 0.17% | Q4 2020 | Q3 2022 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.20% | 0.30% | 0.55% | Q4 2021 | Q2 2023 | 7 |
Lakehouse Capital Pty Ltd | 5 | 1 | 5.01% | 9.07% | 11.50% | Q1 2020 | Q2 2022 | 7 |
China Universal Asset Management Co., Ltd. | 6 | 1 | 0.00% | 0.46% | 1.62% | Q4 2021 | Q3 2023 | 7 |
True North Advisors, LLC | 7 | 7 | 0.10% | 0.15% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 1 | 0.03% | 0.08% | 0.13% | Q2 2021 | Q1 2023 | 7 |
Leisure Capital Management | 7 | 7 | 0.15% | 0.23% | 0.27% | Q2 2020 | Q4 2021 | 7 |
Crescent Park Management, L.P. | 7 | 7 | 1.40% | 2.12% | 3.51% | Q2 2020 | Q4 2021 | 7 |
Stillwater Investment Management, L.P. | 2 | 1 | 0.69% | 5.73% | 15.08% | Q4 2015 | Q3 2016 | 7 |
FINANCIAL CONSULATE, INC | 7 | 7 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
CT Financial Advisors LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q1 2017 | 7 |
Compass Ion Advisors, LLC | 7 | 7 | 0.07% | 0.17% | 0.23% | Q3 2020 | Q1 2022 | 7 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 6 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q4 2016 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.04% | 0.11% | Q2 2022 | Q3 2023 | 6 |
DCF Advisers, LLC | 4 | 2 | 0.14% | 0.39% | 0.56% | Q1 2022 | Q3 2023 | 6 |
DC Investments Management, LLC | 6 | 6 | 0.39% | 0.60% | 0.94% | Q2 2022 | Q3 2023 | 6 |
CHICAGO TRUST Co NA | 6 | 6 | 0.09% | 0.24% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.10% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ABSHER WEALTH MANAGEMENT, LLC | 5 | 1 | 0.05% | 0.08% | 0.09% | Q4 2019 | Q2 2021 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.18% | 0.20% | 0.21% | Q3 2015 | Q4 2016 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.87% | 1.98% | 2.57% | Q4 2020 | Q1 2022 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.11% | 0.12% | 0.13% | Q3 2015 | Q4 2016 | 6 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 4 | 2 | 0.44% | 0.79% | 1.37% | Q2 2016 | Q3 2023 | 6 |
ASHMORE WEALTH MANAGEMENT LLC | 6 | 6 | 0.57% | 0.65% | 0.79% | Q4 2017 | Q1 2019 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.16% | 0.44% | 0.80% | Q1 2022 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 6 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.52% | 2.29% | 2.86% | Q1 2020 | Q2 2021 | 6 |
DAGCO, INC. | 5 | 1 | 0.11% | 0.14% | 0.21% | Q2 2020 | Q4 2021 | 6 |
SADOFF INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.59% | 1.75% | 1.92% | Q3 2015 | Q4 2016 | 6 |
Turim 21 Investimentos Ltda. | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
Virtu KCG Holdings LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2017 | 6 |
River Wealth Advisors LLC | 5 | 1 | 0.01% | 0.05% | 0.06% | Q2 2018 | Q3 2021 | 6 |
Fluent Financial, LLC | 6 | 6 | 0.33% | 0.81% | 1.29% | Q1 2022 | Q2 2023 | 6 |
Janney Capital Management LLC | 6 | 6 | 0.02% | 0.25% | 0.64% | Q2 2020 | Q3 2021 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 6 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2021 | 6 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2020 | Q3 2021 | 6 |
Madrona Financial Services, LLC | 6 | 6 | 0.12% | 0.17% | 0.22% | Q3 2020 | Q4 2021 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Doyle Wealth Management | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 6 |
Cedar Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
Egerton Capital (UK) LLP | 6 | 6 | 1.83% | 3.20% | 4.83% | Q2 2020 | Q3 2021 | 6 |
Peterson Financial Group, Inc. | 6 | 6 | 0.32% | 0.66% | 1.04% | Q4 2021 | Q1 2023 | 6 |
YCG, LLC | 4 | 2 | 0.06% | 0.45% | 0.85% | Q3 2015 | Q2 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.09% | 0.16% | 0.22% | Q3 2016 | Q4 2017 | 6 |
Marietta Wealth Management, LLC | 6 | 6 | 0.07% | 0.39% | 0.53% | Q4 2021 | Q1 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.06% | 0.55% | 1.19% | Q4 2020 | Q3 2022 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q3 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.11% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.07% | 0.16% | 0.23% | Q4 2020 | Q1 2022 | 6 |
StrongBox Wealth, LLC | 6 | 6 | 0.15% | 0.22% | 0.26% | Q3 2020 | Q4 2021 | 6 |
Leverage Partners Absolute Return Fund SPC | 6 | 6 | 0.90% | 1.82% | 2.39% | Q4 2020 | Q1 2022 | 6 |
Baskin Financial Services Inc. | 6 | 6 | 0.54% | 1.14% | 1.55% | Q4 2020 | Q1 2022 | 6 |
Oak Grove Capital LLC | 4 | 1 | 0.00% | 0.39% | 1.25% | Q3 2018 | Q4 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
William Allan Corp | 6 | 6 | 1.22% | 1.69% | 2.51% | Q4 2021 | Q1 2023 | 6 |
Northstar Advisory Group, LLC | 3 | 3 | 0.49% | 1.35% | 2.46% | Q4 2020 | Q1 2023 | 6 |
Colonial River Wealth Management, LLC | 6 | 6 | 0.11% | 0.37% | 1.42% | Q4 2020 | Q1 2022 | 6 |
Hickory Lane Capital Management LP | 5 | 1 | 2.46% | 3.81% | 4.63% | Q4 2020 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Advanced Asset Management Advisors Inc | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2021 | 6 |
F/M Investments LLC | 5 | 1 | 0.15% | 1.92% | 3.27% | Q4 2020 | Q2 2022 | 6 |
MBL Wealth, LLC | 2 | 1 | 0.03% | 0.11% | 0.26% | Q4 2020 | Q2 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.22% | 0.81% | 1.81% | Q4 2017 | Q3 2019 | 6 |
CLOVERFIELDS CAPITAL GROUP, LP | 6 | 6 | 0.51% | 0.65% | 0.86% | Q3 2021 | Q4 2022 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.11% | 0.35% | 0.49% | Q4 2020 | Q1 2022 | 6 |
Third Point | 6 | 6 | 3.32% | 4.77% | 5.80% | Q2 2018 | Q3 2019 | 6 |
Lumina Fund Management LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Aristides Capital LLC | 6 | 6 | 0.19% | 0.68% | 1.14% | Q2 2022 | Q3 2023 | 6 |
BlackRock Group LTD | 6 | 6 | 0.17% | 0.17% | 0.18% | Q3 2015 | Q4 2016 | 6 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 6 | 6 | 0.13% | 0.20% | 0.25% | Q2 2020 | Q3 2021 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 2 | 0.23% | 0.80% | 1.60% | Q1 2016 | Q3 2018 | 6 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.06% | 0.11% | 0.14% | Q3 2015 | Q4 2016 | 6 |
Paradigm Financial Advisors, LLC | 6 | 6 | 0.23% | 0.30% | 0.39% | Q3 2020 | Q4 2021 | 6 |
Maple Rock Capital Partners | 5 | 1 | 4.59% | 6.43% | 8.29% | Q3 2016 | Q2 2022 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Kepos Capital LP | 2 | 2 | 0.18% | 0.96% | 2.44% | Q1 2018 | Q3 2023 | 6 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.15% | 0.29% | 0.61% | Q3 2015 | Q2 2017 | 6 |
HighVista Strategies LLC | 4 | 2 | 0.96% | 2.13% | 3.73% | Q3 2016 | Q4 2022 | 6 |
Greenline Partners, LLC | 6 | 6 | 0.08% | 0.15% | 0.24% | Q2 2022 | Q3 2023 | 6 |
CIDEL ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.24% | 0.40% | Q1 2022 | Q2 2023 | 6 |
Locust Wood Capital Advisers | 3 | 3 | 1.02% | 1.48% | 2.18% | Q2 2021 | Q4 2021 | 6 |
Private Capital Advisors, Inc. | 6 | 6 | 0.28% | 1.51% | 2.87% | Q1 2021 | Q2 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.25% | 0.31% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 6 |
Polar Asset Management Partners Inc. | 4 | 2 | 0.01% | 0.15% | 0.36% | Q2 2020 | Q4 2021 | 6 |
Kaizen Financial Strategies | 3 | 1 | 0.23% | 0.51% | 1.17% | Q4 2020 | Q3 2022 | 6 |
COBIZ WEALTH, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2019 | 6 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.23% | 0.35% | 0.44% | Q4 2020 | Q1 2022 | 6 |
Aries Wealth Management | 6 | 6 | 0.08% | 0.13% | 0.15% | Q3 2020 | Q4 2021 | 6 |
COHEN LAWRENCE B | 6 | 6 | 0.72% | 1.18% | 1.59% | Q4 2020 | Q1 2022 | 6 |
HST Ventures, LLC | 5 | 1 | 1.09% | 4.77% | 8.75% | Q1 2022 | Q3 2023 | 6 |
Golden Green, Inc. | 6 | 6 | 0.92% | 1.57% | 2.76% | Q4 2020 | Q1 2022 | 6 |
Ocean Capital Management, LLC | 6 | 6 | 0.12% | 0.29% | 0.52% | Q1 2021 | Q2 2022 | 6 |
Czech National Bank | 6 | 6 | 0.16% | 0.23% | 0.33% | Q3 2022 | Q4 2023 | 6 |
Cornerstone Wealth Group, LLC | 4 | 1 | 0.05% | 0.81% | 1.31% | Q4 2019 | Q3 2022 | 6 |
Waterfront Wealth Inc. | 6 | 6 | 0.17% | 0.23% | 0.32% | Q2 2022 | Q3 2023 | 6 |
PELHAM GLOBAL FINANCIALS LTD | 6 | 6 | 7.32% | 9.00% | 11.46% | Q3 2020 | Q4 2021 | 6 |
Zuckerman Investment Group, LLC | 6 | 6 | 2.20% | 3.38% | 4.02% | Q4 2015 | Q1 2017 | 6 |
Bensler, LLC | 6 | 6 | 0.35% | 0.53% | 1.12% | Q4 2021 | Q1 2023 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.14% | 0.37% | 0.53% | Q4 2020 | Q1 2022 | 6 |
P.R. Herzig & Co. Inc. | 6 | 6 | 0.49% | 1.46% | 2.16% | Q1 2017 | Q2 2018 | 6 |
Aurora Investment Counsel | 6 | 6 | 0.51% | 0.95% | 1.36% | Q2 2022 | Q3 2023 | 6 |
Crestone Asset Management LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Trellis Advisors, LLC | 6 | 6 | 0.10% | 0.15% | 0.18% | Q3 2020 | Q4 2021 | 6 |
Titus Wealth Management | 6 | 6 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Clearline Capital LP | 6 | 6 | 0.20% | 0.53% | 0.99% | Q2 2022 | Q3 2023 | 6 |
HALL CAPITAL MANAGEMENT CO INC | 3 | 3 | 0.38% | 0.50% | 0.61% | Q2 2020 | Q4 2021 | 6 |
Johnson Midwest Financial, LLC | 5 | 1 | 0.01% | 0.08% | 0.40% | Q3 2021 | Q3 2023 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.17% | 0.18% | 0.18% | Q3 2015 | Q4 2016 | 6 |
Optimus Prime Fund Management Co., Ltd. | 5 | 1 | 0.10% | 2.30% | 3.13% | Q4 2018 | Q1 2022 | 6 |
Palisade Asset Management, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Titan Capital Management, LLC /TX | 6 | 6 | 0.28% | 0.47% | 0.57% | Q2 2020 | Q3 2021 | 6 |
Accurate Wealth Management, LLC | 4 | 2 | 0.08% | 0.32% | 0.50% | Q2 2021 | Q4 2022 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q4 2016 | 6 |
EDGE ASSET MANAGEMENT, INC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q4 2015 | Q1 2017 | 6 |
Scott Investment Partners LLP | 6 | 6 | 1.54% | 2.15% | 3.00% | Q2 2022 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.86% | 1.65% | 2.63% | Q2 2021 | Q3 2022 | 6 |
Stanford Investment Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.12% | 0.49% | Q3 2015 | Q2 2018 | 6 |
Independent Wealth Network Inc. | 3 | 1 | 0.01% | 0.18% | 0.35% | Q3 2021 | Q3 2022 | 6 |
FIR TREE CAPITAL MANAGEMENT LP | 4 | 2 | 0.99% | 1.13% | 1.25% | Q3 2015 | Q4 2022 | 6 |
Crow Point Partners, LLC | 5 | 1 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q4 2018 | 6 |
Black Creek Investment Management Inc. | 6 | 6 | 6.10% | 8.60% | 9.83% | Q2 2022 | Q3 2023 | 6 |
Alta Park Capital, LP | 2 | 1 | 1.90% | 2.83% | 3.49% | Q2 2018 | Q4 2022 | 6 |
CRITERION CAPITAL MANAGEMENT LLC | 4 | 2 | 0.94% | 2.94% | 5.89% | Q3 2016 | Q3 2018 | 6 |
CG Asset Management LLC | 6 | 6 | 1.07% | 1.67% | 1.98% | Q3 2015 | Q4 2016 | 6 |
Falcon Wealth Planning | 6 | 6 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q2 2023 | 6 |
BANK PICTET & CIE (ASIA) LTD | 6 | 6 | 0.30% | 0.38% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Cynosure Group, LLC | 4 | 2 | 0.22% | 0.26% | 0.33% | Q2 2019 | Q3 2023 | 6 |
WOODSTOCK CORP | 6 | 6 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
APEIRON CAPITAL Ltd | 6 | 6 | 2.42% | 4.47% | 6.09% | Q1 2022 | Q2 2023 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.08% | 0.16% | 0.23% | Q2 2022 | Q3 2023 | 6 |
CAXTON CORP | 6 | 6 | 0.18% | 0.46% | 0.64% | Q4 2020 | Q1 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.07% | 0.53% | 1.10% | Q1 2021 | Q2 2023 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.08% | 0.50% | 1.56% | Q4 2021 | Q1 2023 | 6 |
DIKER MANAGEMENT LLC | 4 | 2 | 0.30% | 0.53% | 0.77% | Q3 2015 | Q2 2021 | 6 |
Shay Capital LLC | 4 | 4 | 0.01% | 0.22% | 0.86% | Q1 2021 | Q4 2021 | 6 |
Teilinger Capital Ltd. | 5 | 5 | 0.07% | 1.81% | 3.57% | Q3 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
PFG Advisors | 6 | 6 | 0.02% | 0.11% | 0.26% | Q2 2021 | Q3 2022 | 6 |
Woodline Partners LP | 2 | 1 | 0.00% | 0.48% | 2.06% | Q4 2019 | Q2 2023 | 6 |
Taylor & Morgan Wealth Management, LLC | 6 | 6 | 0.21% | 0.55% | 0.90% | Q4 2021 | Q1 2023 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.11% | 0.43% | 0.71% | Q2 2021 | Q3 2022 | 6 |
CenterBook Partners LP | 5 | 1 | 0.11% | 0.36% | 1.04% | Q4 2021 | Q3 2023 | 6 |
CMT Asset Management Ltd | 6 | 6 | 0.02% | 0.05% | 0.10% | Q3 2015 | Q4 2016 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.01% | 0.21% | 0.86% | Q3 2015 | Q3 2021 | 6 |
Quotient Investors, LLC | 4 | 2 | 0.60% | 0.73% | 0.86% | Q4 2015 | Q3 2017 | 6 |
DEARBORN PARTNERS LLC | 4 | 2 | 0.01% | 0.06% | 0.16% | Q3 2015 | Q3 2021 | 6 |
Performa Ltd (US), LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Charles Schwab Trust Co | 5 | 1 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q3 2022 | 6 |
NorthCoast Asset Management LLC | 5 | 1 | 0.03% | 0.10% | 0.18% | Q3 2019 | Q3 2021 | 6 |
Beck Bode, LLC | 4 | 1 | 0.01% | 1.00% | 1.59% | Q4 2018 | Q2 2021 | 6 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.68% | 2.63% | 4.73% | Q4 2019 | Q3 2022 | 6 |
Concert Wealth Management Inc. | 5 | 1 | 0.25% | 0.32% | 0.50% | Q3 2015 | Q1 2017 | 6 |
Triton Wealth Management, PLLC | 6 | 6 | 0.17% | 0.28% | 0.36% | Q2 2020 | Q3 2021 | 6 |
Private Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.13% | 0.23% | Q1 2020 | Q4 2020 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 6 |
Jackson, Grant Investment Advisers, Inc. | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 6 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 4 | 2 | 0.04% | 0.11% | 0.16% | Q4 2020 | Q3 2022 | 6 |
Connolly Sarah T. | 6 | 6 | 0.50% | 0.86% | 1.11% | Q4 2020 | Q1 2022 | 6 |
Mirador Capital Partners LP | 4 | 2 | 0.05% | 0.31% | 0.84% | Q1 2016 | Q4 2021 | 6 |
Quinn Opportunity Partners LLC | 4 | 2 | 0.04% | 0.39% | 0.83% | Q3 2015 | Q3 2023 | 6 |
SIX COLUMNS CAPITAL, LP | 5 | 5 | 1.14% | 2.55% | 4.22% | Q1 2020 | Q1 2021 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.07% | 0.22% | Q4 2021 | Q1 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.39% | 1.41% | 3.37% | Q4 2017 | Q1 2021 | 6 |
Constellation Investimentos e Participacoes Ltda | 6 | 6 | 0.08% | 0.24% | 0.38% | Q2 2020 | Q3 2021 | 6 |
Rosenbaum Jay D. | 6 | 6 | 0.93% | 1.29% | 1.56% | Q4 2020 | Q1 2022 | 6 |
Western Pacific Wealth Management, LP | 6 | 6 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q1 2023 | 6 |
WD RUTHERFORD LLC | 6 | 6 | 0.98% | 1.94% | 2.47% | Q4 2020 | Q1 2022 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q2 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
RICHELIEU GESTION SA | 6 | 6 | 1.89% | 2.53% | 3.24% | Q1 2022 | Q2 2023 | 6 |
Warther Private Wealth, LLC | 4 | 2 | 0.20% | 0.61% | 0.80% | Q2 2021 | Q3 2023 | 6 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 6 |
TAP Consulting, LLC | 2 | 1 | 0.07% | 0.32% | 1.00% | Q3 2019 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
McLean Asset Management Corp | 6 | 6 | 0.14% | 0.29% | 0.47% | Q4 2020 | Q1 2022 | 6 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.00% | 0.28% | 0.94% | Q4 2021 | Q3 2022 | 6 |
Optiver Holding B.V. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
EMFO, LLC | 3 | 3 | 0.03% | 0.16% | 0.52% | Q2 2021 | Q3 2023 | 6 |
Lantz Financial LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q3 2021 | 6 |
WealthTrust Axiom LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
FORMULA GROWTH LTD | 6 | 6 | 0.98% | 1.44% | 1.78% | Q1 2022 | Q2 2023 | 6 |
American Financial Network Advisory Services LLC | 6 | 6 | 0.08% | 0.23% | 0.34% | Q3 2017 | Q4 2018 | 6 |
WEALTH EFFECTS LLC | 6 | 6 | 0.14% | 0.28% | 0.67% | Q4 2021 | Q1 2023 | 6 |
Mayfair Advisory Group, LLC | 6 | 6 | 0.40% | 0.51% | 0.68% | Q2 2020 | Q3 2021 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.06% | 0.08% | 0.12% | Q2 2017 | Q3 2017 | 6 |
TRAIN BABCOCK ADVISORS LLC | 6 | 6 | 0.08% | 0.13% | 0.19% | Q3 2016 | Q4 2017 | 6 |
SOUTHPORT MANAGEMENT, L.L.C. | 6 | 6 | 1.81% | 3.17% | 5.15% | Q4 2017 | Q1 2019 | 6 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q1 2022 | 6 |
QVIDTVM Management LLC | 6 | 6 | 5.43% | 8.49% | 10.78% | Q1 2022 | Q2 2023 | 6 |
OAK HARBOR WEALTH PARTNERS, LLC | 6 | 6 | 0.08% | 0.12% | 0.21% | Q4 2021 | Q1 2023 | 6 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 6 | 6 | 3.01% | 4.29% | 5.87% | Q1 2020 | Q2 2021 | 6 |
Raub Brock Capital Management LP | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.12% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 6 |
Credit Capital Investments LLC | 4 | 1 | 0.19% | 0.49% | 0.67% | Q2 2021 | Q3 2023 | 6 |
Mattern Wealth Management LLC | 6 | 6 | 0.22% | 0.48% | 0.72% | Q3 2020 | Q4 2021 | 6 |
Abundance Wealth Counselors | 6 | 6 | 0.06% | 0.08% | 0.15% | Q3 2020 | Q4 2021 | 6 |
SECURITY NATIONAL BANK OF SO DAK | 3 | 2 | 0.47% | 0.56% | 0.68% | Q2 2022 | Q3 2023 | 5 |
Leonard Green & Partners, L.P. | 5 | 5 | 0.07% | 0.64% | 1.30% | Q2 2020 | Q2 2021 | 5 |
361 CAPITAL LLC | 2 | 1 | 0.45% | 0.62% | 0.86% | Q4 2015 | Q3 2017 | 5 |
Barrier Capital Management, LLC | 5 | 5 | 7.28% | 9.13% | 13.62% | Q2 2022 | Q2 2023 | 5 |
Evolutionary Tree Capital Management, LLC | 5 | 5 | 1.61% | 1.96% | 2.79% | Q4 2020 | Q4 2021 | 5 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q1 2022 | 5 |
Verity & Verity, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
MONETTA FINANCIAL SERVICES INC | 4 | 1 | 0.52% | 0.75% | 0.90% | Q2 2018 | Q3 2021 | 5 |
Asset Management Resources, LLC | 3 | 1 | 0.15% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 5 |
SECURITY ASSET MANAGEMENT | 5 | 5 | 0.12% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Starfire Investment Advisers, Inc. | 5 | 5 | 0.10% | 0.18% | 0.31% | Q2 2019 | Q2 2020 | 5 |
Ameliora Wealth Management Ltd. | 3 | 2 | 0.00% | 0.26% | 0.46% | Q2 2022 | Q3 2023 | 5 |
Steigerwald, Gordon & Koch Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Centric Wealth Management | 5 | 5 | 0.11% | 0.22% | 0.31% | Q1 2021 | Q1 2022 | 5 |
American Money Management, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Eagle Capital Management, LLC | 5 | 5 | 0.96% | 1.33% | 1.51% | Q4 2020 | Q4 2021 | 5 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 2 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.13% | 0.22% | Q4 2022 | Q4 2023 | 5 |
LANSDOWNE PARTNERS (UK) LLP | 4 | 1 | 0.03% | 1.74% | 4.04% | Q2 2017 | Q4 2018 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 0.85% | 0.91% | 0.99% | Q3 2020 | Q3 2021 | 5 |
BREITER CAPITAL MANAGEMENT INC | 3 | 2 | 0.13% | 0.18% | 0.21% | Q3 2020 | Q4 2021 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BREAKLINE CAPITAL LLC | 4 | 1 | 1.05% | 2.03% | 2.80% | Q4 2019 | Q1 2021 | 5 |
Pactiv General Employee Benefit Trust | 3 | 2 | 1.05% | 3.47% | 6.23% | Q4 2018 | Q2 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 1 | 0.03% | 0.27% | 1.20% | Q2 2016 | Q4 2017 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.18% | 0.24% | 0.34% | Q3 2020 | Q3 2021 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 5 | 5 | 0.25% | 0.29% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Banco BTG Pactual S.A. | 3 | 2 | 0.11% | 0.18% | 0.26% | Q4 2016 | Q2 2021 | 5 |
Alpha Square Group S LLC | 5 | 5 | 0.10% | 0.92% | 1.44% | Q4 2021 | Q4 2022 | 5 |
Toscafund Asset Management LLP | 5 | 5 | 5.97% | 8.98% | 12.20% | Q2 2020 | Q2 2021 | 5 |
Capital Financial Services, LLC | 5 | 5 | 1.04% | 1.99% | 3.50% | Q4 2020 | Q4 2021 | 5 |
Honeycomb Asset Management LP | 3 | 1 | 1.44% | 2.89% | 5.01% | Q2 2018 | Q4 2022 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.22% | 0.26% | 0.30% | Q2 2020 | Q2 2021 | 5 |
Slate Path Capital LP | 5 | 5 | 1.60% | 11.38% | 18.51% | Q3 2015 | Q3 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Channing Capital Management, LLC | 5 | 5 | 0.14% | 0.23% | 0.30% | Q1 2022 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Asset Advisors Investment Management, LLC | 4 | 1 | 0.01% | 0.49% | 0.85% | Q2 2020 | Q3 2021 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.11% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
SteelBridge Private Wealth Advisors LLC | 5 | 5 | 0.31% | 1.48% | 2.32% | Q1 2017 | Q1 2018 | 5 |
Delphia (USA) Inc. | 5 | 5 | 0.23% | 0.40% | 0.64% | Q4 2021 | Q4 2022 | 5 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.08% | 0.16% | Q4 2020 | Q1 2023 | 5 |
AUGUSTINE ASSET MANAGEMENT INC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q4 2017 | Q4 2018 | 5 |
Intrinsic Edge Capital Management LLC | 3 | 2 | 0.03% | 0.14% | 0.29% | Q1 2021 | Q3 2022 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 3.56% | 3.90% | 4.20% | Q3 2017 | Q3 2018 | 5 |
Ascent Group, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Crescent Grove Advisors, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.05% | 0.11% | 0.18% | Q4 2017 | Q4 2018 | 5 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 5 | 5 | 8.74% | 9.42% | 11.30% | Q3 2015 | Q3 2016 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.25% | 0.32% | 0.42% | Q4 2020 | Q4 2021 | 5 |
Ulland Investment Advisors, LLC | 5 | 5 | 0.03% | 0.07% | 0.21% | Q4 2021 | Q4 2022 | 5 |
Modera Wealth Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 5 |
SELZ CAPITAL LLC | 5 | 5 | 0.28% | 0.61% | 1.44% | Q4 2018 | Q4 2019 | 5 |
QUALCOMM INC/DE | 5 | 5 | 0.02% | 0.09% | 0.39% | Q3 2015 | Q3 2016 | 5 |
Profit Investment Management, LLC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q3 2020 | Q3 2021 | 5 |
Eagle Ridge Investment Management | 5 | 5 | 1.83% | 2.29% | 2.86% | Q1 2022 | Q1 2023 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.10% | 0.11% | 0.14% | Q3 2015 | Q3 2016 | 5 |
Pennant Capital Management, LLC | 5 | 5 | 2.26% | 2.96% | 3.53% | Q1 2016 | Q1 2017 | 5 |
Mezzasalma Advisors, LLC | 5 | 5 | 1.77% | 2.49% | 2.78% | Q4 2020 | Q4 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.08% | 0.17% | 0.30% | Q4 2021 | Q4 2022 | 5 |
NTV ASSET MANAGEMENT LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Menard Financial Group LLC | 4 | 1 | 0.21% | 0.35% | 0.61% | Q4 2020 | Q1 2022 | 5 |
Artemis Wealth Advisors, LLC | 5 | 5 | 0.36% | 0.40% | 0.48% | Q3 2020 | Q3 2021 | 5 |
Addenda Capital Inc. | 5 | 5 | 0.20% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Benchmark Financial Wealth Advisors, LLC | 3 | 2 | 0.08% | 0.12% | 0.16% | Q3 2020 | Q4 2021 | 5 |
PRECEPT MANAGEMENT LLC | 4 | 4 | 0.50% | 2.32% | 7.89% | Q4 2020 | Q3 2021 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
EMERGING SOVEREIGN GROUP LLC | 5 | 5 | 1.71% | 2.41% | 3.11% | Q3 2015 | Q3 2016 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 5 |
Lipe & Dalton | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 5 |
ALPHASIMPLEX GROUP, LLC | 5 | 5 | 0.40% | 0.67% | 1.30% | Q3 2018 | Q3 2019 | 5 |
Spears Abacus Advisors LLC | 4 | 1 | 0.07% | 0.36% | 0.49% | Q1 2020 | Q1 2022 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.06% | 0.20% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Jackson Wealth Management, LLC | 3 | 2 | 0.21% | 0.30% | 0.38% | Q1 2018 | Q4 2019 | 5 |
PECONIC PARTNERS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.52% | 1.88% | 2.33% | Q3 2022 | Q3 2023 | 5 |
ANDERSON HOAGLAND & CO | 5 | 5 | 0.20% | 0.39% | 0.55% | Q1 2021 | Q1 2022 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 5 |
DEERE & CO | 5 | 5 | 0.05% | 0.14% | 0.18% | Q3 2015 | Q3 2016 | 5 |
Highstreet Asset Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Financial Connections Group, Inc. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 5 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.18% | 0.62% | Q3 2015 | Q1 2017 | 5 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.32% | 1.24% | Q4 2015 | Q4 2021 | 5 |
Palo Capital, Inc. | 5 | 5 | 0.26% | 0.44% | 0.73% | Q4 2015 | Q4 2016 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.84% | 3.31% | Q4 2016 | Q3 2018 | 5 |
York Capital Management Global Advisors, LLC | 3 | 1 | 0.57% | 0.91% | 1.52% | Q3 2015 | Q3 2020 | 5 |
Thrive Wealth Management, LLC | 4 | 1 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.17% | 0.25% | 0.30% | Q4 2020 | Q4 2021 | 5 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q3 2021 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.14% | 0.25% | Q4 2022 | Q3 2023 | 5 |
Prostatis Group LLC | 5 | 5 | 0.34% | 0.54% | 0.68% | Q3 2020 | Q3 2021 | 5 |
WC Walker & Associates, Inc. | 5 | 5 | 0.74% | 1.75% | 2.21% | Q4 2020 | Q4 2021 | 5 |
Artal Group S.A. | 3 | 1 | 0.01% | 0.74% | 1.78% | Q4 2019 | Q3 2023 | 5 |
Alamar Capital Management, LLC | 5 | 5 | 2.52% | 3.84% | 4.51% | Q4 2020 | Q4 2021 | 5 |
Kowal Investment Group, LLC | 5 | 5 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Steamboat Capital Partners, LLC | 5 | 5 | 2.21% | 3.32% | 4.39% | Q3 2020 | Q3 2021 | 5 |
Sunnymeath Asset Management, Inc. | 5 | 5 | 1.22% | 1.59% | 2.12% | Q4 2015 | Q4 2016 | 5 |
Red Wave Investments LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q4 2021 | 5 |
WEALTH ADVISORS, INC. | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2021 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Schneider Downs Wealth Management Advisors, LP | 5 | 5 | 0.05% | 0.12% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Paragon Capital Management LLC | 2 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.24% | 0.34% | 0.49% | Q4 2021 | Q4 2022 | 5 |
Cupps Capital Management, LLC | 5 | 5 | 0.00% | 0.33% | 0.69% | Q3 2015 | Q3 2016 | 5 |
Ascendant Capital Management, LLC | 5 | 5 | 1.29% | 1.60% | 2.00% | Q4 2020 | Q4 2021 | 5 |
Verde Servicos Internacionais S.A. | 3 | 1 | 0.52% | 3.04% | 5.04% | Q4 2015 | Q3 2021 | 5 |
JACOBSON & SCHMITT ADVISORS, LLC | 5 | 5 | 1.78% | 2.21% | 2.62% | Q3 2022 | Q3 2023 | 5 |
NAYA CAPITAL MANAGEMENT UK LTD | 4 | 4 | 3.76% | 5.62% | 7.20% | Q4 2015 | Q3 2016 | 5 |
Dai-ichi Life Holdings, Inc. | 5 | 5 | 0.12% | 0.18% | 0.23% | Q3 2015 | Q3 2016 | 5 |
Independent Family Office, LLC | 5 | 5 | 0.35% | 0.52% | 0.59% | Q1 2020 | Q1 2021 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.08% | 0.10% | 0.15% | Q1 2021 | Q1 2022 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 5 |
Salvus Wealth Management, LLC | 2 | 1 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.35% | 0.49% | 0.61% | Q2 2020 | Q3 2021 | 5 |
Diversified Investment Strategies, LLC | 5 | 5 | 2.00% | 2.60% | 2.90% | Q3 2022 | Q3 2023 | 5 |
Distillate Capital Partners LLC | 3 | 2 | 0.83% | 2.31% | 3.30% | Q2 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 5 | 5 | 0.28% | 0.37% | 0.54% | Q1 2016 | Q1 2017 | 5 |
Hillhouse Capital Management | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2016 | Q2 2017 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 2.16% | 2.41% | 2.67% | Q4 2015 | Q4 2016 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.11% | 0.20% | Q1 2017 | Q3 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 3 | 2 | 0.45% | 0.59% | 0.67% | Q2 2022 | Q3 2023 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q4 2021 | 5 |
WASATCH ADVISORS LP | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q4 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.14% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Brendel Financial Advisors LLC | 3 | 2 | 0.91% | 1.64% | 1.95% | Q1 2019 | Q2 2021 | 5 |
Signition LP | 5 | 5 | 0.84% | 1.26% | 1.74% | Q2 2018 | Q2 2019 | 5 |
TIGER MANAGEMENT L.L.C. | 4 | 4 | 0.39% | 2.50% | 4.68% | Q4 2017 | Q3 2018 | 5 |
Stenahm Asset Managment Ltd | 5 | 5 | 3.80% | 4.20% | 5.02% | Q4 2020 | Q4 2021 | 5 |
THUNDERBIRD PARTNERS LLP | 5 | 5 | 4.90% | 7.18% | 9.76% | Q1 2016 | Q1 2017 | 5 |
FORA Capital, LLC | 3 | 1 | 0.03% | 0.53% | 1.35% | Q1 2021 | Q1 2023 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 5 |
Integrated Wealth Management | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
BIRINYI ASSOCIATES INC | 4 | 1 | 0.09% | 0.14% | 0.21% | Q4 2017 | Q2 2021 | 5 |
Klingman & Associates, LLC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2021 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
CAPITAL COUNSEL LLC/NY | 5 | 5 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Affiance Financial, LLC | 4 | 1 | 0.03% | 0.09% | 0.12% | Q4 2020 | Q4 2022 | 5 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 5 | 5 | 3.45% | 3.98% | 4.39% | Q4 2020 | Q4 2021 | 5 |
Peninsula Wealth, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q3 2022 | 5 |
L2 Asset Management, LLC | 2 | 1 | 0.11% | 0.17% | 0.22% | Q2 2021 | Q1 2023 | 5 |
FOURPOINTS Investment Managers, S.A.S. | 5 | 5 | 0.37% | 0.44% | 0.50% | Q3 2015 | Q3 2016 | 5 |
Hanlon Investment Management, Inc. | 3 | 2 | 0.04% | 0.25% | 0.41% | Q1 2016 | Q2 2021 | 5 |
L.M. KOHN & COMPANY | 5 | 5 | 0.12% | 0.25% | 0.40% | Q1 2022 | Q1 2023 | 5 |
White Knight Strategic Wealth Advisors, LLC | 3 | 2 | 0.24% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 5 |
NEW YORK LIFE TRUST CO | 5 | 5 | 0.12% | 0.20% | 0.23% | Q3 2015 | Q3 2016 | 5 |
Pallas Capital Advisors LLC | 4 | 1 | 0.07% | 0.48% | 0.69% | Q1 2021 | Q3 2023 | 5 |
Par Capital Management | 5 | 5 | 0.02% | 0.54% | 0.94% | Q1 2022 | Q1 2023 | 5 |
DERBY & COMPANY, INC | 3 | 2 | 0.28% | 0.29% | 0.32% | Q2 2020 | Q3 2021 | 5 |
Privium Fund Management (UK) Ltd | 4 | 1 | 0.66% | 1.28% | 2.06% | Q1 2022 | Q3 2023 | 5 |
Sunflower Bank, N.A. | 4 | 1 | 0.04% | 0.06% | 0.12% | Q2 2020 | Q3 2021 | 5 |
Navigation Wealth Management, Inc. | 5 | 5 | 0.01% | 0.18% | 0.43% | Q3 2021 | Q3 2022 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.11% | 0.16% | 0.18% | Q4 2020 | Q4 2021 | 5 |
Hemington Wealth Management | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q4 2021 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Cordatus Wealth Management LLC | 2 | 1 | 1.03% | 1.90% | 2.74% | Q1 2019 | Q3 2021 | 5 |
Baillie Gifford | 4 | 1 | 0.01% | 0.24% | 0.61% | Q3 2015 | Q3 2023 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 1.34% | 1.79% | 2.28% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.20% | 0.26% | 0.38% | Q3 2022 | Q3 2023 | 5 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 3 | 1 | 0.84% | 3.52% | 5.91% | Q3 2015 | Q4 2016 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.08% | 0.39% | Q2 2020 | Q3 2023 | 5 |
Pensionmark Financial Group, LLC | 4 | 1 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 5 |
Invenomic Capital Management LP | 4 | 1 | 0.38% | 0.90% | 1.32% | Q1 2022 | Q3 2023 | 5 |
VELA Investment Management, LLC | 4 | 1 | 0.21% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 5 |
Arvest Bank Trust Division | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Nebula Capital Management, LP | 5 | 5 | 3.10% | 6.88% | 19.75% | Q3 2015 | Q3 2016 | 5 |
Blue Grotto Capital, LLC | 5 | 5 | 4.83% | 6.49% | 7.93% | Q3 2022 | Q3 2023 | 5 |
Olympiad Research LP | 3 | 2 | 0.08% | 0.23% | 0.35% | Q1 2022 | Q2 2023 | 5 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 5 | 5 | 0.42% | 2.24% | 5.76% | Q1 2020 | Q1 2021 | 5 |
Corton Capital Inc. | 4 | 1 | 0.13% | 0.34% | 0.68% | Q1 2022 | Q3 2023 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.27% | 0.43% | Q2 2019 | Q1 2021 | 5 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 1 | 0.04% | 0.25% | 0.35% | Q4 2020 | Q4 2021 | 5 |
Signature Wealth Management Partners, LLC | 5 | 5 | 0.19% | 0.28% | 0.36% | Q4 2020 | Q4 2021 | 5 |
BANBURY PARTNERS LLC | 5 | 5 | 5.54% | 6.72% | 8.54% | Q2 2016 | Q2 2017 | 5 |
Ardent Capital Management, Inc. | 3 | 2 | 0.47% | 1.42% | 2.77% | Q4 2021 | Q3 2023 | 5 |
SkyOak Wealth, LLC | 3 | 1 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2021 | 5 |
Brown Miller Wealth Management, LLC | 5 | 5 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Biltmore Wealth Management, LLC | 5 | 5 | 0.16% | 0.19% | 0.26% | Q1 2019 | Q1 2020 | 5 |
Orbis Investment Management (U.S.), L.P. | 5 | 5 | 3.67% | 3.95% | 4.20% | Q3 2015 | Q3 2016 | 5 |
MCDONALD PARTNERS LLC | 4 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 5 |
AFT, FORSYTH & COMPANY, INC. | 5 | 5 | 0.18% | 0.29% | 0.38% | Q4 2020 | Q4 2021 | 5 |
CALIBER WEALTH MANAGEMENT, LLC | 5 | 5 | 1.28% | 1.48% | 1.88% | Q4 2020 | Q4 2021 | 5 |
STAMINA CAPITAL MANAGEMENT LP | 5 | 5 | 1.14% | 4.22% | 6.30% | Q3 2020 | Q3 2021 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q4 2021 | 5 |
Shinko Asset Management Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q4 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Samsung Asset Management (New York), Inc. | 5 | 5 | 0.31% | 0.34% | 0.37% | Q3 2015 | Q3 2016 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.08% | 0.12% | 0.19% | Q2 2020 | Q2 2021 | 5 |
Hendershot Investments Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
WILLIAM HARRIS INVESTORS INC | 5 | 5 | 1.19% | 1.50% | 1.80% | Q3 2015 | Q3 2016 | 5 |
Jafra Capital Management LP | 5 | 5 | 1.25% | 1.76% | 2.45% | Q2 2017 | Q2 2018 | 5 |
Canvas Wealth Advisors, LLC | 5 | 5 | 0.23% | 0.50% | 1.03% | Q1 2021 | Q1 2022 | 5 |
Aubrey Capital Management Ltd | 5 | 5 | 1.69% | 2.29% | 2.77% | Q2 2018 | Q2 2019 | 5 |
Findlay Park Partners LLP | 5 | 5 | 0.48% | 0.88% | 1.38% | Q3 2020 | Q3 2021 | 5 |
Gordian Capital Singapore Pte Ltd | 5 | 5 | 0.59% | 1.27% | 2.24% | Q4 2021 | Q4 2022 | 5 |
Hurlow Wealth Management Group, Inc. | 5 | 5 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q4 2021 | 5 |
Calvert Investment Management, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q4 2016 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.65% | 0.81% | 1.13% | Q4 2021 | Q4 2022 | 5 |
GMT CAPITAL CORP | 5 | 5 | 0.25% | 0.65% | 0.84% | Q3 2015 | Q3 2016 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.28% | 0.33% | 0.38% | Q3 2015 | Q3 2016 | 5 |
Altimeter Capital Management | 5 | 5 | 0.40% | 0.53% | 0.78% | Q4 2016 | Q4 2017 | 5 |
Harbor Group, Inc. | 5 | 5 | 0.36% | 0.54% | 0.62% | Q4 2020 | Q4 2021 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.10% | 0.27% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Lighthouse Financial Advisors, Inc. | 5 | 5 | 0.57% | 0.90% | 1.06% | Q1 2020 | Q1 2021 | 5 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.14% | 0.30% | Q1 2023 | Q3 2023 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Baupost Group | 5 | 5 | 2.81% | 4.52% | 7.29% | Q3 2015 | Q3 2016 | 5 |
XTX Topco Ltd | 4 | 1 | 0.07% | 0.12% | 0.19% | Q3 2021 | Q2 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q4 2019 | 5 |
Buffington Mohr McNeal | 4 | 1 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2021 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Mizuho Trust & Banking Co., Ltd. | 5 | 5 | 0.18% | 0.21% | 0.22% | Q3 2015 | Q3 2016 | 5 |
FORTEM FINANCIAL GROUP, LLC | 4 | 1 | 0.14% | 0.20% | 0.39% | Q4 2020 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 5 |
EJF Capital LLC | 3 | 2 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2022 | 5 |
Keystone Financial Group | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
1900 WEALTH MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Arthur Zaske & Associates, LLC | 4 | 4 | 0.15% | 0.27% | 0.38% | Q1 2017 | Q4 2017 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.27% | 0.28% | 0.28% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.28% | 0.40% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 4 |
TriaGen Wealth Management LLC | 4 | 4 | 1.20% | 1.22% | 1.23% | Q4 2020 | Q3 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.03% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 4 |
DOCK STREET ASSET MANAGEMENT INC | 4 | 4 | 0.51% | 0.54% | 0.58% | Q1 2021 | Q4 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.40% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.28% | 0.35% | 0.43% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.16% | 0.52% | Q4 2016 | Q3 2018 | 4 |
Hidden Lake Asset Management LP | 2 | 2 | 1.80% | 5.25% | 13.97% | Q1 2020 | Q4 2022 | 4 |
Junson Asset Management (Hong Kong) Ltd | 4 | 4 | 0.90% | 1.49% | 1.82% | Q4 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.11% | 0.38% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Golden State Equity Partners | 3 | 1 | 0.06% | 0.18% | 0.30% | Q4 2020 | Q2 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.69% | 0.77% | 0.83% | Q4 2018 | Q3 2019 | 4 |
Diametric Capital, LP | 2 | 1 | 0.30% | 0.83% | 1.23% | Q3 2018 | Q3 2021 | 4 |
Alcosta Capital Management, Inc. | 4 | 4 | 5.75% | 6.10% | 6.45% | Q4 2020 | Q3 2021 | 4 |
OKABENA INVESTMENT SERVICES INC | 3 | 1 | 0.54% | 0.76% | 1.05% | Q2 2020 | Q4 2022 | 4 |
AMS Capital Ltda | 4 | 4 | 0.43% | 0.76% | 1.20% | Q3 2020 | Q2 2021 | 4 |
SP Asset Management LLC | 4 | 4 | 0.33% | 0.42% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.28% | 0.36% | 0.42% | Q1 2021 | Q4 2021 | 4 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 4 |
Park Avenue Institutional Advisers LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q3 2015 | Q2 2016 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.42% | 0.48% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.08% | 0.11% | 0.13% | Q3 2015 | Q2 2016 | 4 |
PRW Wealth Management LLC | 2 | 1 | 0.07% | 0.22% | 0.60% | Q4 2018 | Q2 2021 | 4 |
North Fourth Asset Management, LP | 2 | 1 | 0.45% | 1.99% | 4.43% | Q4 2017 | Q2 2020 | 4 |
Templeton & Phillips Capital Management, LLC | 4 | 4 | 0.31% | 3.22% | 4.41% | Q4 2022 | Q3 2023 | 4 |
Haafor (Singapore) Pte. Ltd. | 4 | 4 | 0.48% | 0.70% | 1.10% | Q1 2020 | Q4 2020 | 4 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 4 | 4 | 0.22% | 0.45% | 0.58% | Q4 2020 | Q3 2021 | 4 |
WEDGEWOOD INVESTORS INC /PA/ | 4 | 4 | 0.28% | 0.30% | 0.33% | Q4 2020 | Q3 2021 | 4 |
DG CAPITAL MANAGEMENT INC | 4 | 4 | 1.04% | 1.09% | 1.14% | Q4 2015 | Q3 2016 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.26% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CGN Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
DF DENT & CO INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.04% | 0.25% | 0.80% | Q2 2023 | Q3 2023 | 4 |
Parkside Investments, LLC | 2 | 1 | 0.02% | 0.13% | 0.23% | Q3 2018 | Q2 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Ipswich Investment Management Co., Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q3 2021 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2017 | Q2 2018 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 2 | 1 | 0.00% | 0.05% | 0.13% | Q4 2017 | Q2 2020 | 4 |
Black Swift Group, LLC | 2 | 1 | 0.00% | 1.39% | 5.10% | Q1 2019 | Q3 2021 | 4 |
Susquehanna International Group Ltd. | 3 | 1 | 0.07% | 0.11% | 0.14% | Q1 2021 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.38% | 0.40% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Gruss & Co., LLC | 3 | 1 | 0.84% | 2.09% | 3.66% | Q3 2015 | Q4 2021 | 4 |
SYQUANT CAPITAL SAS | 4 | 4 | 0.06% | 0.27% | 0.62% | Q1 2021 | Q4 2021 | 4 |
Arabesque Asset Management Ltd | 2 | 1 | 0.44% | 0.49% | 0.56% | Q2 2019 | Q4 2021 | 4 |
CastleKnight Management LP | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q2 2023 | 4 |
David J Yvars Group | 4 | 4 | 0.19% | 2.24% | 2.99% | Q4 2020 | Q3 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 4 |
CHURCHILL MANAGEMENT Corp | 3 | 1 | 0.08% | 0.22% | 0.29% | Q4 2020 | Q1 2023 | 4 |
Leucadia National | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q2 2023 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2021 | 4 |
VeraBank, N.A. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q3 2021 | 4 |
CYPRESS FUNDS LLC | 4 | 4 | 1.75% | 2.38% | 2.74% | Q1 2021 | Q4 2021 | 4 |
COLUMBUS POINT LLP | 4 | 4 | 4.64% | 5.81% | 6.94% | Q4 2020 | Q3 2021 | 4 |
Prospect Hill Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Flossbach von Storch AG Zurich | 4 | 4 | 2.87% | 4.66% | 8.14% | Q3 2019 | Q2 2020 | 4 |
Contrarius Investment Management Ltd | 4 | 4 | 0.15% | 0.26% | 0.31% | Q3 2015 | Q2 2016 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.09% | 0.22% | 0.34% | Q4 2018 | Q4 2022 | 4 |
CKW FINANCIAL GROUP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2022 | 4 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 1.28% | 2.74% | Q1 2021 | Q3 2023 | 4 |
Pegasus Partners Ltd. | 2 | 1 | 0.04% | 0.10% | 0.17% | Q3 2015 | Q4 2021 | 4 |
Newlands Management Operations LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.72% | 0.93% | 1.18% | Q4 2021 | Q3 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Greenvale Capital LLP | 4 | 4 | 3.96% | 5.31% | 6.86% | Q4 2022 | Q3 2023 | 4 |
Bronson Point Management LLC | 3 | 1 | 0.55% | 1.31% | 2.44% | Q4 2015 | Q2 2017 | 4 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 4 |
Pacific Edge Advisors, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
BAINCO INTERNATIONAL INVESTORS | 4 | 4 | 0.82% | 1.18% | 1.38% | Q1 2020 | Q4 2020 | 4 |
BOSTON ADVISORS LLC | 3 | 1 | 0.02% | 0.33% | 0.50% | Q3 2015 | Q3 2019 | 4 |
Builders Union LLP | 4 | 4 | 2.41% | 9.94% | 16.21% | Q4 2020 | Q3 2021 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q3 2016 | 4 |
Legacy Trust | 4 | 4 | 0.70% | 0.76% | 0.82% | Q4 2022 | Q3 2023 | 4 |
GQG Partners LLC | 3 | 1 | 0.05% | 1.16% | 2.01% | Q3 2019 | Q4 2020 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Union Investments & Development Ltd. | 4 | 4 | 1.36% | 1.91% | 2.76% | Q4 2021 | Q3 2022 | 4 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 4 |
VETAMER CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.37% | 2.02% | 3.35% | Q2 2022 | Q1 2023 | 4 |
JB Capital LLC | 3 | 1 | 0.03% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 4 |
Oak Harvest Investment Services | 4 | 4 | 0.14% | 0.34% | 0.54% | Q3 2021 | Q2 2022 | 4 |
Tufton Capital Management | 4 | 4 | 0.07% | 0.10% | 0.13% | Q1 2018 | Q4 2018 | 4 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 4 | 4 | 1.23% | 2.17% | 2.77% | Q2 2021 | Q1 2022 | 4 |
Curbstone Financial Management Corp | 4 | 4 | 0.09% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
WT Asset Management Ltd | 3 | 1 | 0.54% | 1.38% | 2.43% | Q4 2018 | Q1 2020 | 4 |
Gerstein Fisher | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Lindenwold Advisors, INC | 4 | 4 | 0.40% | 0.59% | 0.86% | Q4 2021 | Q3 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.24% | 0.37% | 0.48% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.40% | 0.65% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.16% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 4 |
NexWave Capital Partners LLC | 4 | 4 | 0.31% | 0.75% | 1.06% | Q2 2020 | Q1 2021 | 4 |
CV Advisors LLC | 4 | 4 | 0.30% | 0.56% | 0.98% | Q4 2021 | Q3 2022 | 4 |
Euclid Advisors LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q3 2015 | Q2 2016 | 4 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 0.13% | 0.32% | 0.52% | Q4 2019 | Q4 2021 | 4 |
Vantage Investment Partners, LLC | 2 | 2 | 0.02% | 0.76% | 1.91% | Q4 2018 | Q3 2020 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.14% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Burt Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2020 | 4 |
Parametrica Management Ltd | 1 | 1 | 0.22% | 0.67% | 1.34% | Q1 2018 | Q3 2022 | 4 |
Precision Wealth Strategies, LLC | 4 | 4 | 0.24% | 0.32% | 0.36% | Q4 2021 | Q3 2022 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Elliott Investment Management L.P. | 4 | 4 | 0.56% | 0.71% | 0.89% | Q2 2022 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WESTERN FINANCIAL Corp | 4 | 4 | 0.61% | 0.66% | 0.69% | Q4 2020 | Q3 2021 | 4 |
Lebenthal Holdings,LLC | 4 | 4 | 0.16% | 0.23% | 0.28% | Q3 2015 | Q2 2016 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q2 2016 | Q1 2017 | 4 |
Ledge Wealth Management, Inc. | 4 | 4 | 0.27% | 0.36% | 0.48% | Q1 2022 | Q4 2022 | 4 |
Day & Ennis, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
TLP GROUP LLC | 4 | 4 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.59% | 0.82% | 1.07% | Q4 2022 | Q3 2023 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Invst, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Heartland Bank & Trust Co | 4 | 4 | 1.37% | 1.76% | 2.23% | Q4 2020 | Q3 2021 | 4 |
LBMC INVESTMENT ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
KCL Capital, L.P. | 4 | 4 | 0.03% | 1.60% | 4.23% | Q3 2020 | Q2 2021 | 4 |
Myriad Asset Management Ltd. | 2 | 1 | 0.88% | 2.14% | 3.27% | Q3 2015 | Q2 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q2 2021 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.30% | 0.79% | Q4 2016 | Q3 2021 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.05% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Front Street Capital Management, Inc. | 3 | 1 | 0.04% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Adero Partners, LLC | 4 | 4 | 0.06% | 0.12% | 0.21% | Q1 2021 | Q4 2021 | 4 |
Glassy Mountain Advisors, Inc. | 2 | 1 | 1.05% | 1.24% | 1.60% | Q2 2022 | Q3 2023 | 4 |
TTP Investments, Inc. | 2 | 1 | 0.20% | 0.58% | 1.61% | Q4 2021 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Lauer Wealth, LLC | 3 | 3 | 0.00% | 0.19% | 0.41% | Q1 2023 | Q3 2023 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.36% | 0.40% | 0.44% | Q2 2019 | Q1 2020 | 4 |
One Charles Private Wealth Services, LLC | 3 | 1 | 0.16% | 0.21% | 0.30% | Q2 2020 | Q4 2021 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.33% | 0.42% | 0.58% | Q4 2021 | Q3 2022 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.33% | 0.73% | 0.89% | Q3 2015 | Q2 2016 | 4 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
COMPASS FINANCIAL ADVISORS LLC | 4 | 4 | 0.31% | 0.61% | 0.90% | Q4 2021 | Q3 2022 | 4 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.02% | 0.13% | 0.22% | Q1 2018 | Q2 2023 | 4 |
Annex Advisory Services, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 4 |
Segantii Capital Management Ltd | 2 | 1 | 0.33% | 1.27% | 2.88% | Q4 2016 | Q4 2021 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Syntal Capital Partners, LLC | 2 | 1 | 0.12% | 0.36% | 0.58% | Q3 2017 | Q4 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q3 2019 | 4 |
PayPay Securities Corp | 4 | 4 | 0.12% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.11% | 0.16% | Q1 2021 | Q2 2022 | 4 |
Gilbert & Cook, Inc. | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.17% | 0.19% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Thomasville National Bank | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q1 2022 | 4 |
Tatro Capital, LLC | 2 | 1 | 0.22% | 0.32% | 0.49% | Q4 2019 | Q1 2022 | 4 |
Legacy Wealth Planning, LLC | 3 | 1 | 0.27% | 0.28% | 0.30% | Q4 2020 | Q4 2021 | 4 |
Pantheon Investment Group, LLC | 4 | 4 | 0.26% | 0.54% | 0.68% | Q1 2021 | Q4 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.08% | 0.25% | Q2 2021 | Q2 2023 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Lourd Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
REGATTA CAPITAL GROUP, LLC | 3 | 1 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q2 2023 | 4 |
Fusion Capital, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q1 2022 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.85% | 1.88% | 2.75% | Q4 2019 | Q1 2023 | 4 |
D L CARLSON INVESTMENT GROUP INC | 4 | 4 | 0.69% | 0.89% | 1.06% | Q3 2015 | Q2 2016 | 4 |
Everhart Financial Group, Inc. | 2 | 2 | 0.15% | 0.20% | 0.25% | Q2 2021 | Q3 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q2 2022 | 4 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Capital Wealth Alliance, LLC | 3 | 1 | 0.00% | 0.18% | 0.29% | Q4 2019 | Q3 2021 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 4 | 0.28% | 0.38% | 0.61% | Q4 2020 | Q3 2021 | 4 |
ICONIQ Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q3 2021 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q1 2023 | 4 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 1 | 0.33% | 1.40% | 2.36% | Q4 2019 | Q3 2022 | 4 |
LGT Fund Management Co Ltd. | 4 | 4 | 0.06% | 0.30% | 0.81% | Q4 2021 | Q3 2022 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Strategic Global Advisors, LLC | 2 | 1 | 0.26% | 0.44% | 0.75% | Q3 2019 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.41% | 0.69% | Q4 2021 | Q4 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Absoluto Partners Gestao de Recursos Ltda | 4 | 4 | 0.75% | 1.25% | 1.58% | Q4 2020 | Q3 2021 | 4 |
InTrack Investment Management Inc | 4 | 4 | 0.37% | 0.55% | 0.78% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Trybe Capital Management LP | 4 | 4 | 7.72% | 9.25% | 10.70% | Q4 2020 | Q3 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 1.76% | 2.01% | 2.16% | Q4 2019 | Q3 2020 | 4 |
Virtus ETF Advisers LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
FRIESS ASSOCIATES LLC | 3 | 1 | 1.24% | 1.46% | 1.82% | Q4 2018 | Q4 2020 | 4 |
Foxhaven Asset Management, LP | 3 | 1 | 1.84% | 3.13% | 4.12% | Q3 2015 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.12% | 0.13% | 0.15% | Q1 2020 | Q4 2020 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Fullerton Fund Management Co Ltd. | 4 | 4 | 0.05% | 1.55% | 2.69% | Q1 2021 | Q4 2021 | 4 |
Truadvice, LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q3 2020 | Q2 2021 | 4 |
ASSET ADVISORS CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
SAX WEALTH ADVISORS, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
EverPoint Asset Management, LLC | 3 | 1 | 0.03% | 0.13% | 0.26% | Q4 2015 | Q4 2016 | 4 |
ADE, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
THREADGILL FINANCIAL, LLC | 4 | 4 | 0.52% | 1.57% | 3.06% | Q3 2021 | Q2 2022 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SB Management Ltd | 4 | 4 | 1.72% | 6.43% | 8.26% | Q3 2020 | Q2 2021 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.05% | 0.35% | 0.73% | Q1 2021 | Q2 2022 | 4 |
Invictus RG | 2 | 1 | 0.08% | 1.88% | 7.12% | Q3 2016 | Q3 2020 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.47% | 0.98% | Q2 2020 | Q1 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2021 | Q3 2022 | 4 |
Advisor Resource Council | 3 | 1 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 4 |
Bordeaux Wealth Advisors LLC | 2 | 1 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q1 2023 | 4 |
Sessa Capital IM, L.P. | 4 | 4 | 0.10% | 0.24% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Plymouth Lane Capital Management, LLC | 3 | 3 | 1.87% | 5.99% | 8.52% | Q3 2015 | Q1 2016 | 4 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
KWB Wealth | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Parkwood LLC | 3 | 1 | 0.03% | 0.05% | 0.10% | Q2 2017 | Q4 2018 | 4 |
Capital Advisors Wealth Management, LLC | 4 | 4 | 0.10% | 0.17% | 0.21% | Q1 2021 | Q4 2021 | 4 |
IAM Advisory, LLC | 2 | 2 | 0.39% | 0.57% | 0.68% | Q4 2020 | Q4 2021 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.02% | 0.31% | 1.19% | Q4 2020 | Q3 2021 | 4 |
Texas Yale Capital Corp. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Disciplina Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Chesapeake Wealth Management | 3 | 1 | 0.07% | 0.09% | 0.15% | Q2 2019 | Q2 2021 | 4 |
AIRE ADVISORS, LLC | 4 | 4 | 0.11% | 0.16% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Appaloosa LP | 4 | 4 | 0.61% | 1.80% | 2.63% | Q2 2020 | Q1 2021 | 4 |
River Road Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q2 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.19% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Abacus Wealth Partners, LLC | 4 | 4 | 0.09% | 0.16% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Frank, Rimerman Advisors LLC | 4 | 4 | 0.09% | 0.49% | 0.77% | Q4 2020 | Q3 2021 | 4 |
Benin Management CORP | 4 | 4 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q4 2020 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 2.35% | 2.70% | 3.30% | Q2 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Oasis Management Co Ltd. | 2 | 1 | 0.08% | 0.77% | 1.64% | Q2 2020 | Q4 2022 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 4 |
Exchange Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Elephas Investment Management Ltd | 2 | 2 | 0.29% | 1.97% | 4.47% | Q4 2018 | Q4 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.40% | 0.57% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.47% | 0.52% | 0.56% | Q4 2020 | Q3 2021 | 4 |
Ballew Advisors, Inc | 3 | 1 | 0.01% | 0.19% | 0.74% | Q1 2018 | Q1 2021 | 4 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 1.00% | 3.80% | 6.61% | Q1 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.36% | 0.48% | 0.57% | Q4 2022 | Q3 2023 | 4 |
TAURUS ASSET MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.32% | 1.19% | Q3 2015 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.17% | 0.22% | 0.28% | Q4 2017 | Q3 2018 | 4 |
Constitution Capital LLC | 4 | 4 | 0.31% | 0.43% | 0.76% | Q4 2020 | Q3 2021 | 4 |
Ledyard National Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.39% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
JOHN G ULLMAN & ASSOCIATES INC | 4 | 4 | 0.31% | 0.41% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Neo Ivy Capital Management | 2 | 1 | 0.27% | 0.45% | 0.60% | Q2 2019 | Q2 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.70% | 0.76% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 4 | 4 | 1.12% | 1.91% | 2.38% | Q4 2021 | Q3 2022 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q1 2021 | Q4 2021 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.19% | 0.89% | 1.34% | Q4 2022 | Q3 2023 | 4 |
QVT Financial LP | 4 | 4 | 0.15% | 0.42% | 0.54% | Q3 2016 | Q2 2017 | 4 |
Valmark Advisers, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.17% | 0.26% | 0.34% | Q1 2021 | Q1 2023 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.11% | 0.66% | 1.34% | Q2 2022 | Q3 2022 | 4 |
LaFleur & Godfrey LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Atom Investors LP | 3 | 1 | 0.09% | 0.61% | 1.30% | Q4 2018 | Q3 2023 | 4 |
SCOPIA CAPITAL MANAGEMENT LP | 4 | 4 | 1.86% | 2.52% | 3.70% | Q2 2022 | Q1 2023 | 4 |
Legacy Wealth Partners, Inc. | 4 | 4 | 0.64% | 0.75% | 0.83% | Q3 2020 | Q2 2021 | 4 |
Atlas Brown,Inc. | 2 | 2 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Power Corp of Canada | 3 | 1 | 0.00% | 0.05% | 0.13% | Q1 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.02% | 0.27% | 0.47% | Q2 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.50% | 0.62% | 0.78% | Q4 2022 | Q3 2023 | 4 |
COOPER/HAIMS ADVISORS, LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q2 2021 | Q1 2022 | 4 |
Majedie Asset Management Ltd | 4 | 4 | 0.22% | 0.37% | 0.56% | Q1 2020 | Q4 2020 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.44% | 0.63% | Q4 2021 | Q3 2022 | 4 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 1.56% | 1.86% | 2.08% | Q4 2018 | Q2 2019 | 3 |
FCG ADVISORS, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2020 | 3 |
MASTRAPASQUA ASSET MANAGEMENT INC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2021 | Q3 2021 | 3 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 3 | 3 | 0.22% | 0.37% | 0.66% | Q3 2015 | Q1 2016 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.82% | 0.87% | 0.91% | Q1 2021 | Q3 2021 | 3 |
CANTOR FITZGERALD, L. P. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
GRATRY & Co LLC | 3 | 3 | 0.55% | 0.59% | 0.64% | Q3 2017 | Q1 2018 | 3 |
BARR E S & CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
HUTCHENS INVESTMENT MANAGEMENT INC | 3 | 3 | 1.70% | 1.91% | 2.12% | Q3 2015 | Q1 2016 | 3 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.08% | 0.13% | 0.19% | Q3 2022 | Q3 2022 | 3 |
TIAA CREF TRUST CO FSB/MO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
BAXTER BROS INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 3 | 0.86% | 1.19% | 1.48% | Q1 2023 | Q3 2023 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 2.76% | 3.32% | 4.20% | Q3 2019 | Q1 2020 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q1 2016 | 3 |
GOODWIN DANIEL L | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
BIEGEL & WALLER LLC | 3 | 3 | 3.60% | 4.18% | 4.53% | Q4 2016 | Q2 2017 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.68% | 0.78% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Penn Capital Management Company, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Conestoga Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.14% | 0.25% | 0.39% | Q1 2016 | Q4 2020 | 3 |
ALTRINSIC GLOBAL ADVISORS LLC | 3 | 3 | 0.61% | 0.62% | 0.65% | Q1 2016 | Q3 2016 | 3 |
SANDER CAPITAL ADVISORS INC | 2 | 1 | 0.44% | 0.76% | 1.22% | Q4 2017 | Q2 2019 | 3 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 1.13% | 3.24% | Q3 2015 | Q3 2021 | 3 |
WATER ISLAND CAPITAL LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.20% | 0.30% | 0.36% | Q4 2015 | Q2 2016 | 3 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Pensionfund DSM Netherlands | 2 | 1 | 0.26% | 0.39% | 0.55% | Q3 2015 | Q4 2021 | 3 |
Shannon River Fund Management LLC | 2 | 1 | 3.36% | 4.12% | 4.90% | Q1 2016 | Q1 2017 | 3 |
PartnerRe Asset Management CORP | 3 | 3 | 0.11% | 0.13% | 0.15% | Q3 2015 | Q1 2016 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Westend Capital Management, LLC | 3 | 3 | 2.59% | 2.66% | 2.80% | Q1 2016 | Q3 2016 | 3 |
TD Securities (USA) LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q3 2015 | Q1 2016 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 0.23% | 1.25% | 2.98% | Q3 2015 | Q4 2020 | 3 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 3 | 3 | 0.18% | 0.36% | 0.51% | Q4 2015 | Q2 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.10% | 0.31% | Q4 2017 | Q4 2018 | 3 |
Redwood Investments, LLC | 3 | 3 | 0.77% | 0.82% | 0.84% | Q4 2018 | Q2 2019 | 3 |
Arrow Capital Management, LLC | 3 | 3 | 0.31% | 1.76% | 3.04% | Q4 2015 | Q2 2016 | 3 |
Rex Capital Advisors, LLC | 3 | 3 | 0.25% | 0.29% | 0.34% | Q3 2015 | Q1 2016 | 3 |
VERTEX ONE ASSET MANAGEMENT INC. | 3 | 3 | 0.61% | 2.22% | 3.45% | Q4 2015 | Q2 2016 | 3 |
Newbrook Capital Advisors LP | 3 | 3 | 4.64% | 4.98% | 5.60% | Q3 2018 | Q1 2019 | 3 |
Miller Investment Management, LP | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q1 2017 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2015 | Q1 2016 | 3 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 3 |
3G Capital Partners | 3 | 3 | 1.93% | 2.79% | 3.24% | Q1 2016 | Q3 2016 | 3 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.10% | 0.15% | Q4 2019 | Q3 2022 | 3 |
Jabre Capital Partners S.A. | 3 | 3 | 0.06% | 0.71% | 1.91% | Q3 2015 | Q1 2016 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
CQS Cayman LP | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q1 2017 | 3 |
EMS Capital LP | 1 | 1 | 1.14% | 1.79% | 2.80% | Q2 2016 | Q1 2021 | 3 |
Legato Capital Management LLC | 2 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q1 2023 | 3 |
JCSD Capital, LLC | 3 | 3 | 1.32% | 1.39% | 1.47% | Q1 2021 | Q3 2021 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 3 |
Granite Investment Advisors, LLC | 2 | 1 | 0.30% | 0.38% | 0.44% | Q2 2019 | Q3 2021 | 3 |
Crestwood Capital Management, L.P. | 3 | 3 | 1.68% | 3.97% | 5.48% | Q3 2022 | Q1 2023 | 3 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.00% | 0.84% | 2.51% | Q4 2017 | Q2 2020 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.04% | 0.14% | 0.23% | Q4 2016 | Q2 2017 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.05% | 0.10% | 0.14% | Q2 2017 | Q4 2017 | 3 |
Portland Global Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
PointState Capital LP | 2 | 1 | 0.13% | 0.15% | 0.19% | Q3 2017 | Q3 2020 | 3 |
Lingohr Asset Management GmbH | 3 | 3 | 1.15% | 1.30% | 1.47% | Q1 2023 | Q3 2023 | 3 |
Nokota Management, LP | 1 | 1 | 0.40% | 1.00% | 1.80% | Q4 2015 | Q4 2021 | 3 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.17% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Alphadyne Asset Management LP | 1 | 1 | 0.06% | 0.10% | 0.13% | Q3 2018 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 3 |
PHH Investments, Ltd. | 3 | 3 | 0.42% | 0.44% | 0.47% | Q4 2016 | Q2 2017 | 3 |
Ramsay, Stattman, Vela & Price, Inc. | 3 | 3 | 0.19% | 0.23% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Glaxis Capital Management, LLC | 2 | 1 | 1.31% | 2.64% | 5.22% | Q3 2018 | Q1 2021 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Sandhill Capital Partners LLC | 3 | 3 | 2.78% | 2.91% | 3.09% | Q1 2021 | Q3 2021 | 3 |
Lomas Capital Management, LLC | 3 | 3 | 3.79% | 5.17% | 7.72% | Q2 2020 | Q4 2020 | 3 |
Princeton Portfolio Strategies Group LLC | 3 | 3 | 0.68% | 0.86% | 1.18% | Q4 2020 | Q2 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q2 2023 | 3 |
Coronation Asset Management (Pty) Ltd. | 3 | 3 | 1.06% | 1.12% | 1.16% | Q3 2015 | Q1 2016 | 3 |
Whitnell & Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 3 | 3 | 0.10% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.03% | 0.10% | 0.15% | Q3 2017 | Q1 2018 | 3 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2020 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 3 |
Matarin Capital Management, LLC | 3 | 3 | 0.76% | 0.84% | 0.89% | Q2 2020 | Q4 2020 | 3 |
Junto Capital Management LP | 2 | 1 | 2.29% | 2.97% | 3.93% | Q2 2019 | Q1 2020 | 3 |
ADI CAPITAL MANAGEMENT LLC | 3 | 3 | 1.50% | 1.76% | 1.91% | Q2 2019 | Q4 2019 | 3 |
FAS Wealth Partners, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
GLENVIEW STATE BANK TRUST DEPT. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 3 |
Permanens Capital L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 3 |
Atika Capital Management LLC | 3 | 3 | 1.18% | 1.26% | 1.32% | Q4 2020 | Q2 2021 | 3 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 1.20% | 2.01% | 3.53% | Q3 2015 | Q4 2016 | 3 |
Greenhouse Funds LLLP | 2 | 1 | 2.11% | 2.29% | 2.60% | Q1 2022 | Q3 2023 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.08% | 0.12% | 0.19% | Q1 2021 | Q3 2021 | 3 |
JACKSON PARK CAPITAL, LLC | 3 | 3 | 1.10% | 2.90% | 4.04% | Q3 2015 | Q1 2016 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Domani Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
NF Trinity Capital (Hong Kong) Ltd | 3 | 3 | 0.44% | 0.55% | 0.73% | Q3 2016 | Q1 2017 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
ASTURIAS CAPITAL LLC | 3 | 3 | 3.65% | 4.88% | 6.61% | Q2 2018 | Q4 2018 | 3 |
Financial Insights, Inc. | 2 | 1 | 0.10% | 0.17% | 0.21% | Q2 2020 | Q2 2021 | 3 |
Tairen Capital Ltd | 3 | 3 | 2.25% | 3.66% | 4.88% | Q2 2018 | Q4 2018 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
STRYCKER VIEW CAPITAL LLC | 2 | 1 | 2.89% | 5.21% | 6.86% | Q3 2020 | Q3 2021 | 3 |
Renasant Bank | 2 | 1 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q1 2022 | 3 |
Sender Co & Partners, Inc. | 2 | 1 | 0.29% | 2.94% | 7.98% | Q4 2021 | Q1 2023 | 3 |
Ashburton (Jersey) Ltd | 3 | 3 | 3.77% | 4.01% | 4.13% | Q1 2023 | Q3 2023 | 3 |
Sunriver Management LLC | 3 | 3 | 4.90% | 5.67% | 6.45% | Q4 2015 | Q2 2016 | 3 |
Union Square Park Capital Management, LLC | 3 | 3 | 4.00% | 5.56% | 7.61% | Q1 2023 | Q3 2023 | 3 |
Blue Rock Advisors, LLC | 2 | 1 | 2.60% | 3.84% | 5.42% | Q2 2020 | Q2 2021 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Numerai GP LLC | 3 | 3 | 0.31% | 0.78% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q4 2022 | 3 |
Skye Global Management LP | 2 | 1 | 0.06% | 0.28% | 0.55% | Q2 2020 | Q1 2021 | 3 |
Numen Capital LLP | 2 | 1 | 4.06% | 5.25% | 6.49% | Q4 2017 | Q1 2019 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Radnor Capital Management, LLC | 2 | 1 | 0.17% | 0.25% | 0.39% | Q3 2021 | Q3 2023 | 3 |
Woodson Capital Management, LP | 2 | 1 | 0.94% | 1.52% | 2.00% | Q3 2017 | Q2 2021 | 3 |
Gillson Capital LP | 1 | 1 | 0.41% | 0.95% | 1.86% | Q2 2020 | Q4 2022 | 3 |
Founders Capital Management | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Ascension Asset Management LLC | 3 | 3 | 0.44% | 0.46% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Wealth Advisors of Tampa Bay, LLC | 3 | 3 | 0.78% | 0.81% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2021 | 3 |
Security National Bank | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q3 2018 | Q2 2019 | 3 |
Aevitas Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Cerrano Capital Management LP | 1 | 1 | 0.52% | 0.74% | 1.13% | Q2 2018 | Q2 2018 | 3 |
LFA - Lugano Financial Advisors SA | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q4 2021 | 3 |
Oak Thistle LLC | 2 | 1 | 0.11% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 3 |
AIA Investment Management Private Ltd | 2 | 1 | 0.05% | 0.11% | 0.22% | Q3 2019 | Q3 2020 | 3 |
Concentrum Wealth Management | 3 | 3 | 0.13% | 0.16% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
EASTERLY INVESTMENT PARTNERS LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2022 | 3 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q1 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOWARD FINANCIAL SERVICES, LTD. | 3 | 3 | 0.10% | 0.13% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.21% | 0.48% | 0.75% | Q4 2018 | Q2 2021 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Stony Point Capital LLC | 3 | 3 | 3.21% | 3.84% | 4.89% | Q3 2020 | Q1 2021 | 3 |
WADDELL & ASSOCIATES, LLC | 3 | 3 | 0.03% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.18% | 0.24% | 0.33% | Q4 2021 | Q2 2022 | 3 |
Chimera Capital Management LLC | 2 | 1 | 0.07% | 0.39% | 0.74% | Q2 2022 | Q1 2023 | 3 |
Candlestick Capital Management LP | 1 | 1 | 0.48% | 0.74% | 0.97% | Q4 2020 | Q1 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
LRT Capital Management, LLC | 3 | 3 | 0.80% | 1.03% | 1.30% | Q1 2023 | Q3 2023 | 3 |
XML Financial, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2021 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Fortis Capital Management LLC | 2 | 1 | 0.12% | 0.61% | 1.10% | Q2 2021 | Q1 2022 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.17% | 0.26% | Q1 2021 | Q1 2023 | 3 |
Kerntke Otto McGlone Wealth Management Group | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Danda Trouve Investment Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 3 |
Filbrandt Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q1 2021 | Q3 2021 | 3 |
AWM CAPITAL, LLC | 3 | 3 | 0.15% | 0.25% | 0.31% | Q3 2021 | Q1 2022 | 3 |
1623 Capital LLC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Souders Financial Advisors | 3 | 3 | 0.09% | 0.20% | 0.26% | Q3 2021 | Q1 2022 | 3 |
Annandale Capital, LLC | 3 | 3 | 0.08% | 0.20% | 0.33% | Q1 2022 | Q3 2022 | 3 |
NovaPoint Capital, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.46% | 0.86% | 1.36% | Q4 2020 | Q2 2021 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.10% | 0.63% | 1.00% | Q2 2020 | Q2 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.30% | 0.35% | 0.42% | Q2 2021 | Q4 2021 | 3 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
LifePro Asset Management | 2 | 1 | 0.11% | 1.18% | 3.33% | Q4 2020 | Q4 2021 | 3 |
CMG Global Holdings, LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Alterity Financial Group, LLC | 1 | 1 | 0.26% | 0.51% | 0.89% | Q1 2021 | Q3 2023 | 3 |
Clear Perspectives Financial Planning, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Alpha DNA Investment Management LLC | 3 | 3 | 0.01% | 0.63% | 1.10% | Q4 2020 | Q2 2021 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Levy Wealth Management Group, LLC | 2 | 1 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q1 2022 | 3 |
West Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.00% | 0.12% | 0.26% | Q4 2021 | Q3 2022 | 3 |
Lebenthal Global Advisors, LLC | 2 | 1 | 0.15% | 0.22% | 0.27% | Q4 2020 | Q3 2021 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.27% | 0.34% | 0.41% | Q1 2021 | Q3 2021 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.12% | 0.21% | 0.32% | Q4 2020 | Q1 2023 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Robbins Farley | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Hoffman, Alan N Investment Management | 3 | 3 | 1.23% | 1.34% | 1.41% | Q1 2021 | Q3 2021 | 3 |
Valley Brook Capital Group, Inc. | 2 | 1 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q4 2021 | 3 |
Concentric Capital Strategies, LP | 3 | 3 | 0.38% | 0.42% | 0.50% | Q2 2022 | Q4 2022 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.72% | 0.75% | 0.78% | Q1 2021 | Q3 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 3 |
FUNDSMITH INVESTMENT SERVICES LTD. | 3 | 3 | 2.96% | 3.54% | 4.04% | Q1 2022 | Q3 2022 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.29% | 0.46% | 0.59% | Q3 2022 | Q1 2023 | 3 |
Odey Holdings Ltd | 3 | 3 | 3.70% | 4.52% | 4.97% | Q2 2021 | Q4 2021 | 3 |
AM Squared Ltd | 3 | 3 | 0.08% | 0.31% | 0.47% | Q4 2022 | Q2 2023 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q1 2022 | 3 |
DMC Group, LLC | 1 | 1 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 3 |
SORA INVESTORS LLC | 3 | 3 | 1.84% | 3.59% | 6.53% | Q3 2022 | Q1 2023 | 3 |
Charles Carroll Financial Partners, LLC | 3 | 3 | 0.47% | 1.12% | 2.28% | Q4 2021 | Q2 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 3 |
Long Run Wealth Advisors, LLC | 3 | 3 | 0.42% | 0.50% | 0.57% | Q4 2021 | Q2 2022 | 3 |
Stiles Financial Services Inc | 2 | 1 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2022 | 3 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.29% | 0.65% | 1.26% | Q4 2021 | Q1 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.12% | 0.34% | 0.56% | Q4 2021 | Q2 2022 | 3 |
SFG Wealth Management, LLC. | 2 | 1 | 0.26% | 0.32% | 0.41% | Q4 2021 | Q3 2022 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.03% | 1.03% | 3.03% | Q4 2021 | Q1 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.39% | 0.40% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Mass Ave Global Inc. | 3 | 3 | 1.03% | 3.56% | 8.14% | Q2 2022 | Q4 2022 | 3 |
PURSUE WEALTH PARTNERS LLC | 2 | 1 | 0.06% | 0.31% | 0.72% | Q4 2021 | Q3 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 1.21% | 1.63% | 2.12% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Vienna Asset Management LLC | 2 | 1 | 0.02% | 0.28% | 0.71% | Q4 2021 | Q3 2022 | 3 |
My Personal CFO, LLC | 2 | 1 | 0.14% | 0.24% | 0.34% | Q4 2021 | Q4 2022 | 3 |
Fortune 45 LLC | 3 | 3 | 0.26% | 0.41% | 0.60% | Q4 2021 | Q2 2022 | 3 |
Strengthening Families & Communities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.44% | 0.70% | 1.07% | Q4 2021 | Q2 2022 | 3 |
FSC Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.58% | 0.71% | 0.80% | Q1 2022 | Q3 2022 | 3 |
Eisler Capital (US) LLC | 3 | 3 | 0.01% | 1.34% | 3.41% | Q4 2022 | Q2 2023 | 3 |
Joule Financial, LLC | 3 | 3 | 0.26% | 0.36% | 0.49% | Q3 2022 | Q1 2023 | 3 |
Advanced Portfolio Management, LLC | 3 | 3 | 4.16% | 4.81% | 5.48% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Lodestone Wealth Management LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Johnson & White Wealth Management, LLC | 2 | 1 | 0.23% | 0.31% | 0.41% | Q3 2022 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
DOVER ADVISORS, LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q4 2022 | Q2 2023 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.15% | 0.28% | 0.53% | Q4 2022 | Q2 2023 | 3 |
INNOVIS ASSET MANAGEMENT LLC | 3 | 3 | 0.62% | 0.74% | 0.81% | Q4 2022 | Q2 2023 | 3 |
Strait & Sound Wealth Management LLC | 3 | 3 | 0.20% | 0.25% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.02% | 1.14% | 2.27% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.09% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.19% | 0.28% | 0.36% | Q4 2022 | Q2 2023 | 3 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.09% | 0.13% | 0.16% | Q3 2022 | Q2 2023 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.05% | 0.07% | 0.10% | Q3 2015 | Q1 2016 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2021 | Q3 2021 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 0.88% | 1.32% | 2.01% | Q2 2017 | Q4 2017 | 3 |
CALIFORNIA FIRST LEASING CORP | 3 | 3 | 0.56% | 0.95% | 1.59% | Q1 2023 | Q3 2023 | 3 |
CLEARBRIDGE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
NatWest Group plc | 2 | 1 | 0.01% | 1.43% | 2.22% | Q3 2015 | Q4 2021 | 3 |
BRAUN STACEY ASSOCIATES INC | 3 | 3 | 0.01% | 0.26% | 0.75% | Q1 2021 | Q3 2021 | 3 |
OAKMONT Corp | 3 | 3 | 3.95% | 4.14% | 4.29% | Q1 2021 | Q3 2021 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q3 2021 | 3 |
Quaker Capital Investments, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q3 2015 | Q4 2015 | 2 |
Apertura Capital, LLC | 2 | 2 | 1.24% | 1.70% | 2.16% | Q4 2016 | Q1 2017 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.32% | 0.56% | 0.80% | Q4 2021 | Q2 2023 | 2 |
Seven Bridges Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2017 | Q4 2017 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q3 2015 | Q4 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.14% | 0.18% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Altman Advisors, Inc. | 2 | 2 | 0.80% | 1.12% | 1.44% | Q2 2019 | Q3 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Raine Capital LLC | 2 | 2 | 3.60% | 4.29% | 4.98% | Q4 2015 | Q1 2016 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Consilium Wealth Advisory, LLC | 2 | 2 | 0.32% | 0.39% | 0.45% | Q4 2021 | Q1 2022 | 2 |
G&S Capital LLC | 2 | 2 | 0.40% | 0.40% | 0.41% | Q1 2019 | Q2 2019 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.43% | 0.47% | 0.51% | Q2 2021 | Q3 2021 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 0.16% | 0.24% | 0.33% | Q4 2021 | Q1 2022 | 2 |
McNamara Financial Services, Inc. | 2 | 2 | 1.70% | 1.81% | 1.91% | Q3 2015 | Q4 2015 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.07% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Connacht Asset Management LP | 1 | 1 | 0.26% | 0.37% | 0.49% | Q1 2021 | Q1 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 2 |
GVO Asset Management Ltd | 2 | 2 | 1.26% | 1.48% | 1.70% | Q3 2020 | Q4 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q3 2021 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q1 2020 | 2 |
FCF Advisors LLC | 1 | 1 | 0.32% | 0.46% | 0.60% | Q1 2021 | Q1 2022 | 2 |
Long Focus Capital Management, LLC | 2 | 2 | 0.49% | 0.62% | 0.75% | Q1 2022 | Q2 2022 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
MANAGED ASSET PORTFOLIOS, LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q3 2015 | Q4 2015 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 2.39% | 2.53% | 2.68% | Q3 2015 | Q4 2015 | 2 |
Sculptor Capital LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q1 2017 | 2 |
Ronit Capital LLP | 2 | 2 | 0.64% | 1.19% | 1.74% | Q2 2022 | Q3 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 0.45% | 0.61% | 0.78% | Q3 2022 | Q4 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
FJ Capital Management LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
360 Financial, Inc. | 2 | 2 | 0.11% | 0.18% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2022 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Napier Park Global Capital (US) LP | 1 | 1 | 13.11% | 14.09% | 15.07% | Q2 2018 | Q1 2019 | 2 |
FT Options LLC | 2 | 2 | 0.11% | 0.19% | 0.26% | Q2 2017 | Q3 2017 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.02% | 0.10% | 0.18% | Q3 2015 | Q4 2015 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.20% | 1.14% | 2.08% | Q4 2015 | Q3 2022 | 2 |
FSI GROUP, LLC | 2 | 2 | 1.35% | 1.40% | 1.44% | Q3 2015 | Q4 2015 | 2 |
LUCUS ADVISORS LLC | 2 | 2 | 1.44% | 2.70% | 3.95% | Q4 2017 | Q1 2018 | 2 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.11% | 0.20% | Q2 2018 | Q1 2021 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.16% | 1.12% | 2.08% | Q2 2021 | Q3 2021 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.07% | 0.34% | 0.61% | Q3 2021 | Q3 2023 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.59% | 1.05% | 1.50% | Q4 2017 | Q1 2018 | 2 |
Shellback Capital, LP | 1 | 1 | 1.57% | 2.31% | 3.04% | Q1 2018 | Q4 2019 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.25% | 0.30% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Atreides Management, LP | 2 | 2 | 6.55% | 7.26% | 7.98% | Q2 2023 | Q3 2023 | 2 |
Harvest Investment Services, LLC | 1 | 1 | 0.09% | 0.16% | 0.23% | Q2 2020 | Q2 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Douglas C. Lane & Associates, Inc. | 2 | 2 | 0.44% | 0.46% | 0.48% | Q3 2015 | Q4 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Acorn Advisory Capital L.P. | 2 | 2 | 0.56% | 0.62% | 0.68% | Q1 2019 | Q2 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.94% | 1.00% | 1.05% | Q2 2023 | Q3 2023 | 2 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 2 | 2 | 0.24% | 0.28% | 0.33% | Q2 2022 | Q3 2022 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.53% | 0.73% | 0.92% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Hengistbury Investment Partners LLP | 1 | 1 | 4.13% | 5.39% | 6.64% | Q4 2015 | Q1 2022 | 2 |
Ohio National Investments, Inc. | 2 | 2 | 0.15% | 0.26% | 0.37% | Q3 2015 | Q4 2015 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.72% | 0.77% | 0.82% | Q4 2021 | Q1 2022 | 2 |
Barden Capital Management, Inc. | 2 | 2 | 0.62% | 0.77% | 0.92% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 1.20% | 1.28% | 1.36% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.13% | 0.19% | Q2 2023 | Q3 2023 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2018 | Q1 2018 | 2 |
Fingerlakes Wealth Management, Inc. | 2 | 2 | 0.34% | 0.44% | 0.53% | Q4 2021 | Q1 2022 | 2 |
A. D. Beadell Investment Counsel, Inc. | 2 | 2 | 0.33% | 0.37% | 0.40% | Q3 2015 | Q4 2015 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Alta Wealth Advisors LLC | 1 | 1 | 0.34% | 0.58% | 0.82% | Q1 2021 | Q4 2021 | 2 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.08% | 0.21% | 0.35% | Q2 2020 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.32% | 0.34% | 0.37% | Q2 2021 | Q3 2021 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q3 2015 | Q4 2015 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
RIVULET CAPITAL, LLC | 2 | 2 | 5.92% | 6.07% | 6.22% | Q3 2022 | Q4 2022 | 2 |
Joseph Group Capital Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.11% | 0.15% | 0.20% | Q4 2021 | Q1 2022 | 2 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.16% | 0.29% | Q3 2015 | Q4 2019 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Airain ltd | 1 | 1 | 0.02% | 0.46% | 0.89% | Q2 2016 | Q1 2017 | 2 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.40% | 0.55% | 0.70% | Q1 2019 | Q2 2019 | 2 |
AMF Tjanstepension AB | 1 | 1 | 0.07% | 0.10% | 0.12% | Q3 2015 | Q3 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cognios Capital, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
Hiddenite Capital Partners LP | 1 | 1 | 1.37% | 2.44% | 3.52% | Q3 2023 | Q3 2023 | 2 |
Echo45 Advisors LLC | 2 | 2 | 0.23% | 0.34% | 0.44% | Q4 2021 | Q1 2022 | 2 |
NORTHSTAR ASSET MANAGEMENT LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.02% | 0.14% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q4 2018 | 2 |
Apella Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Akaris Global Partners, LP | 2 | 2 | 7.64% | 9.22% | 10.80% | Q3 2022 | Q4 2022 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.16% | 0.31% | 0.47% | Q2 2020 | Q3 2020 | 2 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 2 |
TEGEAN CAPITAL MANAGEMENT, LLC | 2 | 2 | 3.69% | 4.09% | 4.48% | Q2 2023 | Q3 2023 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 0.93% | 1.15% | 1.37% | Q1 2020 | Q1 2022 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Galvin, Gaustad & Stein, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Espalier Global Management LLC | 1 | 1 | 0.26% | 0.60% | 0.94% | Q3 2015 | Q1 2016 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Financial Network Wealth Management LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
FDO Partners, LLC | 1 | 1 | 0.31% | 0.33% | 0.35% | Q1 2016 | Q2 2017 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.21% | 0.25% | 0.29% | Q4 2015 | Q1 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
NFC Investments, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.27% | 0.50% | Q4 2018 | Q2 2021 | 2 |
Morton Capital Management LLC/CA | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
New Vernon Capital Holdings II LLC | 2 | 2 | 0.33% | 0.52% | 0.72% | Q2 2020 | Q3 2020 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.75% | 1.13% | 1.52% | Q4 2017 | Q4 2018 | 2 |
Monument Capital Management | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Ellsworth Advisors, LLC | 1 | 1 | 0.10% | 0.66% | 1.22% | Q2 2021 | Q1 2023 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.12% | 0.27% | 0.42% | Q1 2017 | Q3 2021 | 2 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q3 2015 | Q4 2015 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
KELLEHER FINANCIAL ADVISORS | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2021 | 2 |
VANCE WEALTH, INC. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
TPG Group Holdings (SBS) Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 1.11% | 1.18% | 1.25% | Q3 2015 | Q4 2015 | 2 |
TIRSCHWELL & LOEWY INC | 2 | 2 | 1.53% | 1.64% | 1.75% | Q4 2018 | Q1 2019 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 2 | 2 | 1.60% | 1.75% | 1.90% | Q4 2015 | Q1 2016 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.17% | 0.22% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
PA Capital LLC | 1 | 1 | 0.54% | 1.00% | 1.46% | Q4 2018 | Q3 2020 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.08% | 0.19% | 0.31% | Q1 2023 | Q3 2023 | 2 |
Islet Management, LP | 1 | 1 | 0.71% | 1.78% | 2.84% | Q2 2022 | Q2 2022 | 2 |
General Industrial Partners LLP | 2 | 2 | 9.85% | 10.75% | 11.64% | Q4 2018 | Q1 2019 | 2 |
Proxima Capital Management, LLC | 2 | 2 | 2.59% | 2.74% | 2.88% | Q3 2015 | Q4 2015 | 2 |
Voleon Capital Management LP | 1 | 1 | 1.12% | 1.81% | 2.50% | Q4 2018 | Q4 2019 | 2 |
Capital Markets Trading UK LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.19% | 0.34% | Q1 2023 | Q3 2023 | 2 |
Permian Investment Partners, LP | 2 | 2 | 4.18% | 4.64% | 5.10% | Q4 2015 | Q1 2016 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.22% | 0.30% | 0.38% | Q3 2020 | Q4 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 2 | 2 | 1.23% | 1.31% | 1.38% | Q3 2015 | Q4 2015 | 2 |
Freshford Capital Management, LLC | 2 | 2 | 2.53% | 2.89% | 3.24% | Q1 2016 | Q2 2016 | 2 |
Jeereddi Investments, LP | 2 | 2 | 0.89% | 1.12% | 1.35% | Q4 2021 | Q1 2022 | 2 |
TERRIL BROTHERS, INC. | 2 | 2 | 0.09% | 3.34% | 6.58% | Q3 2015 | Q4 2015 | 2 |
AlphaCore Capital LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q4 2021 | 2 |
Astrantus Ltd | 2 | 2 | 0.45% | 0.70% | 0.96% | Q4 2021 | Q1 2022 | 2 |
Welch Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Viewpoint Capital Management LLC | 2 | 2 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q1 2022 | 2 |
HOURGLASS CAPITAL, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Lee Capital Asset Management LLC | 2 | 2 | 3.96% | 3.98% | 4.01% | Q3 2019 | Q4 2019 | 2 |
Ardmore Road Asset Management LP | 1 | 1 | 1.00% | 2.20% | 3.40% | Q4 2021 | Q1 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.15% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Humankind Investments LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Avory & Company, LLC | 1 | 1 | 0.18% | 1.90% | 3.62% | Q4 2020 | Q2 2023 | 2 |
Narus Financial Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 1.13% | 3.00% | 4.87% | Q1 2019 | Q3 2022 | 2 |
Ativo Capital Management LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.00% | 0.07% | 0.13% | Q2 2022 | Q3 2022 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2019 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Lloyd Park, LLC | 1 | 1 | 0.38% | 0.59% | 0.79% | Q4 2021 | Q3 2022 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 2 |
Callahan Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
First Pacific Financial | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
PERISCOPE CAPITAL INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.56% | 0.63% | 0.70% | Q3 2021 | Q4 2021 | 2 |
Opes Advisors Inc | 2 | 2 | 0.34% | 0.38% | 0.41% | Q1 2017 | Q2 2017 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.66% | 1.57% | 2.49% | Q1 2021 | Q4 2022 | 2 |
CROFT-LEOMINSTER INC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q3 2015 | Q4 2015 | 2 |
Whale Rock Capital Management | 2 | 2 | 3.19% | 3.46% | 3.72% | Q1 2019 | Q2 2019 | 2 |
Columbus Hill Capital Management, L.P. | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2020 | Q2 2020 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
black-and-white Capital LP | 1 | 1 | 2.18% | 2.66% | 3.14% | Q2 2017 | Q2 2019 | 2 |
Full Sail Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.44% | 0.46% | 0.47% | Q1 2019 | Q2 2019 | 2 |
Round Table Services, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q4 2021 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GENERATION INVESTMENT MANAGEMENT LLP | 2 | 2 | 2.09% | 2.31% | 2.54% | Q2 2017 | Q3 2017 | 2 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Vantis Investment Advisers L.P. | 1 | 1 | 5.37% | 5.92% | 6.46% | Q1 2017 | Q4 2021 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.08% | 0.13% | Q1 2020 | Q1 2022 | 2 |
Miura Global Management | 1 | 1 | 2.05% | 3.03% | 4.01% | Q1 2018 | Q1 2019 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 2 |
EQUITY INVESTMENT CORP | 2 | 2 | 1.93% | 2.05% | 2.17% | Q2 2023 | Q3 2023 | 2 |
Northern Right Capital Management, L.P. | 2 | 2 | 1.88% | 2.25% | 2.62% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 2 |
UNTITLED INVESTMENTS LP | 2 | 2 | 2.46% | 5.51% | 8.56% | Q4 2020 | Q1 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 2 |
AidennLair Capital Management LP | 2 | 2 | 4.72% | 5.88% | 7.04% | Q4 2017 | Q1 2018 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 0.29% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Sheffield Asset Management, L.L.C. | 2 | 2 | 3.21% | 4.08% | 4.96% | Q3 2015 | Q4 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2016 | Q3 2016 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.69% | 0.74% | 0.78% | Q3 2015 | Q4 2015 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q1 2021 | Q2 2021 | 2 |
SECOND CURVE CAPITAL LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2017 | Q4 2017 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q3 2022 | Q4 2022 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.81% | 0.83% | 0.84% | Q3 2015 | Q4 2015 | 2 |
SUMMITRY LLC | 2 | 2 | 0.06% | 0.87% | 1.68% | Q3 2015 | Q4 2015 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.62% | 1.44% | 2.25% | Q1 2020 | Q2 2020 | 2 |
LA FINANCIERE DE L'ECHIQUIER | 2 | 2 | 0.30% | 1.36% | 2.42% | Q4 2018 | Q1 2019 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
M.D. Sass, Inc. | 1 | 1 | 2.19% | 2.62% | 3.05% | Q3 2022 | Q1 2023 | 2 |
ALESCO ADVISORS LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CADINHA & CO LLC | 2 | 2 | 0.05% | 0.95% | 1.84% | Q2 2021 | Q3 2021 | 2 |
RIPOSTE CAPITAL LLC | 2 | 2 | 0.95% | 1.75% | 2.56% | Q4 2022 | Q1 2023 | 2 |
Wellesley Investment Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Peak Financial Management, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
UNITED MARITIME CAPITAL LLC | 2 | 2 | 0.22% | 0.26% | 0.29% | Q2 2021 | Q3 2021 | 2 |
Kula Investments, LLC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q4 2022 | Q1 2023 | 2 |
Matisse Capital | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Boothe Investment Group, Inc. | 2 | 2 | 2.08% | 2.16% | 2.23% | Q1 2019 | Q2 2019 | 2 |
GENESEE VALLEY TRUST CO | 2 | 2 | 0.19% | 0.22% | 0.26% | Q4 2016 | Q1 2017 | 2 |
MENDON CAPITAL ADVISORS CORP | 2 | 2 | 0.43% | 0.46% | 0.49% | Q3 2015 | Q4 2015 | 2 |
ASPIRIANT HOLDINGS S3, LLC | 2 | 2 | 0.46% | 0.48% | 0.49% | Q3 2015 | Q4 2015 | 2 |
Innova Wealth Partners | 1 | 1 | 0.01% | 0.13% | 0.24% | Q3 2022 | Q3 2022 | 2 |
Worth Financial Advisory Group, LLC | 2 | 2 | 0.33% | 0.35% | 0.37% | Q4 2022 | Q1 2023 | 2 |
Zenyatta Capital Management LP | 1 | 1 | 1.59% | 3.10% | 4.60% | Q4 2021 | Q4 2022 | 2 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.19% | 0.38% | Q1 2022 | Q4 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q4 2016 | 2 |
Deimos Asset Management LLC | 2 | 2 | 0.43% | 0.51% | 0.59% | Q4 2015 | Q1 2016 | 2 |
Baymount Management LP | 1 | 1 | 1.51% | 2.45% | 3.39% | Q2 2020 | Q2 2020 | 2 |
US Asset Management LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.17% | 0.23% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Five Oceans Advisors | 2 | 2 | 0.24% | 0.34% | 0.44% | Q3 2021 | Q4 2021 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q3 2021 | Q4 2021 | 2 |
Pinnacle Summer Investments, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2015 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
St. Louis Trust Co | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.92% | 0.97% | 1.01% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 2 | 2 | 0.41% | 0.51% | 0.61% | Q2 2021 | Q3 2021 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.98% | 1.40% | 1.82% | Q4 2021 | Q1 2022 | 2 |
Deane Retirement Strategies, Inc. | 1 | 1 | 0.92% | 1.22% | 1.52% | Q2 2017 | Q4 2021 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.29% | 0.53% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Pelham Capital Ltd. | 2 | 2 | 1.53% | 1.72% | 1.90% | Q4 2015 | Q1 2016 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q4 2021 | 2 |
Fortress Wealth Group, LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2021 | Q3 2021 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.35% | 0.39% | 0.42% | Q2 2022 | Q3 2022 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.09% | 0.89% | 1.70% | Q2 2023 | Q3 2023 | 2 |
FIELDPOINT PRIVATE ADVISORS, INC | 2 | 2 | 0.21% | 2.17% | 4.13% | Q1 2017 | Q2 2017 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Bridgewater Wealth & Financial Management, LLC | 2 | 2 | 1.14% | 1.23% | 1.32% | Q3 2015 | Q4 2015 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Privium Fund Management B.V. | 2 | 2 | 0.15% | 0.33% | 0.52% | Q2 2023 | Q3 2023 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.37% | 0.59% | 0.81% | Q2 2021 | Q4 2021 | 2 |
Insight Folios Inc | 1 | 1 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q2 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.07% | 1.34% | 2.61% | Q4 2021 | Q1 2022 | 2 |
EFG Asset Management (North America) Corp. | 2 | 2 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q1 2022 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ORBIS HOLDINGS LTD | 2 | 2 | 3.48% | 3.66% | 3.86% | Q3 2015 | Q4 2015 | 2 |
Donald L. Hagan, LLC | 2 | 2 | 0.44% | 0.46% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 0.20% | 0.38% | 0.56% | Q4 2021 | Q1 2022 | 2 |
F3Logic, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Pacific Grove Capital LP | 2 | 2 | 1.35% | 2.53% | 3.70% | Q4 2015 | Q1 2016 | 2 |
Covea Finance | 2 | 2 | 0.81% | 1.07% | 1.33% | Q4 2021 | Q1 2022 | 2 |
BKS ADVISORS, LLC | 1 | 1 | 0.08% | 0.49% | 0.91% | Q1 2016 | Q1 2018 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.16% | 0.22% | 0.27% | Q1 2021 | Q2 2021 | 2 |
Wealth Dimensions Group, Ltd. | 2 | 2 | 0.12% | 0.16% | 0.21% | Q3 2021 | Q4 2021 | 2 |
Redwood Financial Network Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2023 | 2 |
Lynwood Capital Management Inc. | 1 | 1 | 1.80% | 2.62% | 3.43% | Q4 2021 | Q4 2022 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Nishkama Capital, LLC | 2 | 2 | 0.62% | 1.23% | 1.84% | Q1 2019 | Q2 2019 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.39% | 0.45% | 0.50% | Q3 2015 | Q4 2015 | 2 |
Schooner Investment Group, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
Alpha Family Trust | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2023 | Q2 2023 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 2.77% | 2.77% | 2.77% | Q4 2019 | Q4 2019 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Trivest Advisors Ltd | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2017 | Q2 2017 | 1 |
Glovista Investments LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
First Houston Capital, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2016 | Q2 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2021 | Q4 2021 | 1 |
Riverloft Capital Management L.P. | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2015 | Q3 2015 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Ibex Investors LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2023 | Q1 2023 | 1 |
OSKIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q1 2016 | Q1 2016 | 1 |
AKUNA SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Odey Holdings AG | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2020 | Q3 2020 | 1 |
ARGONAUT CAPITAL MANAGEMENT CORP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2015 | Q3 2015 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Meru Capital Group, LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2015 | Q4 2015 | 1 |
Global Thematic Partners, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2015 | Q3 2015 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TB Alternative Assets Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q3 2017 | 1 |
ArchPoint Investors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Limestone Value Partners, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2016 | Q2 2016 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MONTRUSCO BOLTON INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
MU Investments Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Wallace Capital Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FrontFour Capital Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2015 | Q3 2015 | 1 |
Ruffer LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 4.08% | 4.08% | 4.08% | Q4 2016 | Q4 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2021 | Q4 2021 | 1 |
Archon Capital Management LLC | 1 | 1 | 6.92% | 6.92% | 6.92% | Q4 2015 | Q4 2015 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Blackstone Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2019 | Q4 2019 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2019 | Q3 2019 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
YACKTMAN ASSET MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
OFI Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Lorber David A | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2015 | Q3 2015 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Stellar Capital Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2021 | Q2 2021 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Champlain Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2015 | Q3 2015 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
CURIAN CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
COMPASS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 5.63% | 5.63% | 5.63% | Q3 2022 | Q3 2022 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2015 | Q3 2015 | 1 |
FIRST UNITED BANK & TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Norwood Investment Partners, LP | 1 | 1 | 8.82% | 8.82% | 8.82% | Q1 2022 | Q1 2022 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Iyo Bank, Ltd. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2021 | Q4 2021 | 1 |
Heirloom Wealth Management | 1 | 1 | 5.02% | 5.02% | 5.02% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2020 | Q2 2020 | 1 |
Octahedron Capital Management L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2021 | Q3 2021 | 1 |
North Reef Capital Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Mount Capital Ltd | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2023 | Q1 2023 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 6.83% | 6.83% | 6.83% | Q2 2021 | Q2 2021 | 1 |
ARGENT TRUST COMPANY, N.A. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2015 | Q3 2015 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 5.25% | 5.25% | 5.25% | Q3 2023 | Q3 2023 | 1 |
TCS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2017 | Q1 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 6.02% | 6.02% | 6.02% | Q3 2022 | Q3 2022 | 1 |
Rollins Financial | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Geier Asset Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
Hudson Portfolio Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Trevian Wealth Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Austin Asset Management Co Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q1 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Nixon Capital, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2020 | Q4 2020 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Legacy CG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Grand Central Investment Group | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2021 | Q3 2021 | 1 |
Wells Financial Advisors INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
R.P. Boggs & Co. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Rede Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Phase 2 Partners, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2023 | Q1 2023 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
KENFARB & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DELTA PARTNERS LP | 1 | 1 | 9.20% | 9.20% | 9.20% | Q3 2015 | Q3 2015 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2022 | Q3 2022 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 4.60% | 4.60% | 4.60% | Q3 2022 | Q3 2022 | 1 |
HERBST GROUP, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
First International Bank & Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Glenview Capital Management | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Stevard, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2020 | Q3 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
Ennismore Fund Management Ltd | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2020 | Q2 2020 | 1 |
Rip Road Capital Partners LP | 1 | 1 | 4.82% | 4.82% | 4.82% | Q1 2022 | Q1 2022 | 1 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Future Fund LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
McDonough Capital Management, Inc | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2021 | Q4 2021 | 1 |
JSF Financial, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Rainsberger Wealth Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Bornite Capital Management LP | 1 | 1 | 3.91% | 3.91% | 3.91% | Q2 2021 | Q2 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Adams Chetwood Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Mason & Associates Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Mercator Fund (Cayman Master) LP | 1 | 1 | 8.47% | 8.47% | 8.47% | Q4 2019 | Q4 2019 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2022 | Q3 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MAYPORT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Kirkoswald Asset Management LLC | 1 | 1 | 7.31% | 7.31% | 7.31% | Q1 2021 | Q1 2021 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
TRUE SIGNAL LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2022 | Q4 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2022 | Q2 2022 | 1 |
Price Jennifer C. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
Franklin Street Capital Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Rudd International, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
XY Capital Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Cercano Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Builders Union Fund LP | 1 | 1 | 16.21% | 16.21% | 16.21% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2023 | Q1 2023 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2015 | Q3 2015 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2020 | Q1 2020 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2015 | Q3 2015 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Miramar Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Advisor OS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q4 2018 | 1 |
Act Two Investors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
No Street GP LP | 1 | 1 | 6.26% | 6.26% | 6.26% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Greenlight Capital | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Parian Global Management LP | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2020 | Q1 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2021 | Q4 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CORA CAPITAL ADVISORS LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2022 | Q4 2022 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 4.30% | 4.30% | 4.30% | Q4 2019 | Q4 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
ROAM Global Management LP | 1 | 1 | 8.08% | 8.08% | 8.08% | Q4 2020 | Q4 2020 | 1 |
Hall Private Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Evergreen Wealth Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
STAR Financial Bank | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2016 | Q4 2016 | 1 |
Arnhold LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Longbow Finance SA | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
Q3 Asset Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2021 | Q3 2021 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Southside Capital, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
SoftBank Group | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 1 | 1 | 3.65% | 3.65% | 3.65% | Q1 2022 | Q1 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2017 | Q4 2017 | 1 |
FIRST NIAGARA BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 4.29% | 4.29% | 4.29% | Q3 2015 | Q3 2015 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Rappaport Reiches Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
UNIO CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL ADVISORY PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | 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 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CAERUS INVESTORS, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2018 | Q3 2018 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
AAF Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Gemsstock Ltd. | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2020 | Q1 2020 | 1 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2015 | Q3 2015 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2021 | Q4 2021 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2020 | Q3 2020 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Algebris (UK) Ltd | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2021 | Q2 2021 | 1 |
CAMG Solamere Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2020 | Q4 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
True Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2020 | Q3 2020 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Sanoor Capital Management LP | 1 | 1 | 7.47% | 7.47% | 7.47% | Q1 2019 | Q1 2019 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2023 | Q2 2023 | 1 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2015 | Q3 2015 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PORTLAND HILL CAPITAL LLP | 1 | 1 | 5.29% | 5.29% | 5.29% | Q4 2016 | Q4 2016 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
Caldera Capital, LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q1 2020 | Q1 2020 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2015 | Q3 2015 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2020 | Q4 2020 | 1 |
Kavi Asset Management, LP | 1 | 1 | 5.12% | 5.12% | 5.12% | Q4 2017 | Q4 2017 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2015 | Q3 2015 | 1 |
Private Vista, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
Pensionfund Sabic | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Cryder Capital Partners LLP | 1 | 1 | 6.11% | 6.11% | 6.11% | Q2 2017 | Q2 2017 | 1 |
Tech Square Trading LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2019 | Q1 2019 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2015 | Q3 2015 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2021 | Q4 2021 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2017 | Q1 2017 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Tenzing Global Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
PLIMOTH TRUST CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Alden Global Capital LLC | 1 | 1 | 11.72% | 11.72% | 11.72% | Q1 2023 | Q1 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Mendel Money Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MARTIN & CO INC /TN/ | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
WILSEY ASSET MANAGEMENT INC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2023 | Q3 2023 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Southeastern Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
AO Asset Management, LP | 1 | 1 | 2.77% | 2.77% | 2.77% | Q4 2018 | Q4 2018 | 1 |
Claar Advisors LLC | 1 | 1 | 5.97% | 5.97% | 5.97% | Q3 2015 | Q3 2015 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2016 | Q3 2016 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2015 | Q3 2015 | 1 |
Kazazian Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2018 | Q3 2018 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q3 2020 | Q3 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2018 | Q2 2018 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2015 | Q3 2015 | 1 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own PAYPAL HLDGS INC or have owned PAYPAL HLDGS INC in the past.