Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 112 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.14% | Q1 2012 | Q3 2023 | 109 |
Walleye Trading LLC | 40 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 107 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 32 | 9 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 97 |
Parallax Volatility Advisers, L.P. | 16 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 89 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 85 |
WOLVERINE TRADING, LLC | 24 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 80 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.17% | Q4 2015 | Q3 2023 | 71 |
JANE STREET GROUP, LLC | 28 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 63 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.03% | 0.09% | Q1 2009 | Q3 2023 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 5 | 0.00% | 0.04% | 0.23% | Q4 2015 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 18 | 5 | 0.00% | 0.08% | 0.43% | Q1 2014 | Q3 2023 | 58 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.02% | 0.31% | 1.53% | Q3 2008 | Q3 2023 | 57 |
MILLENNIUM MANAGEMENT LLC | 18 | 1 | 0.00% | 0.04% | 0.27% | Q4 2013 | Q3 2023 | 57 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 55 |
PEAK6 Investments LLC | 17 | 3 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 55 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.07% | 0.25% | Q1 2012 | Q3 2023 | 52 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 51 |
D. E. Shaw & Co., Inc. | 32 | 3 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 51 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.04% | 0.08% | 0.19% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.07% | 0.12% | 0.22% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.09% | 0.22% | Q4 2011 | Q3 2023 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.08% | 0.50% | Q2 2014 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.18% | 0.51% | Q3 2013 | Q3 2023 | 45 |
AMALGAMATED BANK | 44 | 44 | 0.05% | 0.12% | 0.20% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.04% | 0.07% | Q4 2012 | Q3 2023 | 44 |
Paloma Partners Management Co | 21 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 44 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.12% | 2.03% | 3.74% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.11% | 0.17% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.04% | 0.07% | Q4 2012 | Q2 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.16% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.07% | 0.12% | 0.20% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.14% | 0.30% | Q4 2012 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.05% | 0.14% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.10% | 0.27% | Q1 2013 | Q3 2023 | 43 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Lafayette Investments | 42 | 42 | 2.52% | 3.16% | 4.16% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BRISTOL JOHN W & CO INC /NY/ | 42 | 42 | 0.99% | 2.29% | 3.27% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PROSPECTOR PARTNERS LLC | 42 | 42 | 0.30% | 1.15% | 2.08% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.08% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q4 2023 | 42 |
Artisan Partners Limited Partnership | 42 | 42 | 0.51% | 1.25% | 2.51% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.28% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.04% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.07% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.27% | 0.91% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.06% | 1.86% | 2.72% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.31% | 0.84% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.26% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.02% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.11% | 0.49% | 1.18% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.17% | 0.49% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.04% | 0.20% | 0.63% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.24% | 0.44% | 0.71% | Q2 2013 | Q3 2023 | 42 |
SPEECE THORSON CAPITAL GROUP INC | 42 | 42 | 0.07% | 2.23% | 3.83% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.13% | 1.19% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.08% | 0.51% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.18% | 0.47% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 8.71% | 12.51% | 18.22% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.16% | 0.32% | 0.58% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.27% | 1.59% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BONNESS ENTERPRISES INC | 42 | 42 | 13.48% | 24.48% | 36.54% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.33% | 0.60% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.13% | 0.31% | 0.79% | Q2 2013 | Q3 2023 | 42 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.40% | 0.72% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.44% | 1.03% | 1.59% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.12% | 0.51% | 1.32% | Q2 2013 | Q3 2023 | 42 |
MCDONALD CAPITAL INVESTORS INC/CA | 42 | 42 | 8.81% | 13.25% | 16.46% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRENTISS SMITH & CO INC | 42 | 42 | 0.06% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.09% | 0.19% | Q2 2012 | Q4 2022 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.05% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.05% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.05% | 0.50% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 42 | 42 | 0.04% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.01% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.20% | 0.54% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 38 | 4 | 0.00% | 0.07% | 0.20% | Q1 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.20% | 0.76% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.44% | 0.72% | 1.13% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.29% | 0.82% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 1.90% | 3.61% | 6.71% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.05% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WINSLOW ASSET MANAGEMENT INC | 42 | 42 | 0.16% | 0.32% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 33 | 8 | 0.00% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 41 |
COOKE & BIELER LP | 41 | 41 | 0.01% | 1.82% | 3.26% | Q2 2013 | Q2 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.05% | 0.12% | 0.20% | Q1 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2023 | 41 |
TRUIST FINANCIAL CORP | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 21 | 20 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 41 |
ING GROEP NV | 31 | 10 | 0.00% | 0.13% | 1.40% | Q1 2013 | Q2 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.15% | 0.29% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.15% | 0.24% | Q3 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 38 | 3 | 0.04% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.18% | 0.63% | Q2 2013 | Q3 2023 | 41 |
ONTARIO TEACHERS PENSION PLAN BOARD | 39 | 2 | 0.00% | 0.47% | 6.12% | Q2 2013 | Q3 2023 | 41 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 34 | 6 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.15% | 0.25% | Q4 2013 | Q3 2023 | 40 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.00% | 0.05% | 0.47% | Q1 2014 | Q3 2023 | 40 |
STRS OHIO | 35 | 5 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 40 | 40 | 0.03% | 0.22% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.14% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.15% | 0.24% | Q3 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.29% | 0.44% | 0.65% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 40 |
TRAN CAPITAL MANAGEMENT, L.P. | 35 | 5 | 0.03% | 2.44% | 6.41% | Q3 2013 | Q3 2023 | 40 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 38 | 1 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q3 2023 | 39 |
PineBridge Investments, L.P. | 18 | 4 | 0.00% | 0.27% | 0.66% | Q2 2013 | Q3 2023 | 39 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 29 | 10 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.10% | 0.46% | Q4 2014 | Q3 2023 | 39 |
WEATHERLY ASSET MANAGEMENT L. P. | 39 | 39 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q4 2022 | 39 |
Jefferies Group LLC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.13% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Citizens Business Bank | 39 | 39 | 0.08% | 0.21% | 0.46% | Q4 2012 | Q2 2022 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.09% | 0.25% | 0.37% | Q2 2013 | Q2 2023 | 39 |
D.A. DAVIDSON & CO. | 22 | 17 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.08% | 0.36% | Q1 2014 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 1 | 0.00% | 0.16% | 0.64% | Q2 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.09% | 0.22% | 0.59% | Q2 2013 | Q3 2022 | 38 |
Grantham, Mayo, Van Otterloo & Co. LLC | 18 | 5 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q2 2023 | 38 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.11% | 0.28% | Q4 2014 | Q3 2023 | 38 |
LPL Financial LLC | 32 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 38 |
PARSONS CAPITAL MANAGEMENT INC/RI | 38 | 38 | 0.21% | 0.30% | 0.37% | Q2 2014 | Q3 2023 | 38 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 28 | 1 | 0.00% | 0.27% | 0.74% | Q2 2013 | Q3 2023 | 38 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.11% | 0.66% | Q3 2014 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.03% | 0.09% | 0.18% | Q2 2014 | Q3 2023 | 38 |
TRUST CO OF VERMONT | 30 | 8 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 38 |
TWO SIGMA SECURITIES, LLC | 6 | 2 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 33 | 4 | 0.00% | 0.13% | 0.60% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.09% | 0.16% | 0.26% | Q3 2014 | Q3 2023 | 37 |
CREDIT AGRICOLE S A | 18 | 4 | 0.00% | 0.11% | 0.65% | Q2 2013 | Q3 2023 | 37 |
Renaissance Technologies | 21 | 1 | 0.00% | 0.17% | 0.62% | Q2 2013 | Q3 2023 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 2.25% | 3.54% | 4.61% | Q4 2014 | Q4 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 37 |
VICTORY CAPITAL MANAGEMENT INC | 37 | 37 | 0.05% | 0.31% | 0.74% | Q3 2014 | Q3 2023 | 37 |
HANCOCK WHITNEY CORP | 27 | 2 | 0.02% | 0.27% | 0.70% | Q3 2013 | Q3 2023 | 37 |
PRIMECAP MANAGEMENT CO/CA/ | 37 | 37 | 0.07% | 0.21% | 0.43% | Q3 2014 | Q3 2023 | 37 |
LSV ASSET MANAGEMENT | 36 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 37 |
WRIGHT INVESTORS SERVICE INC | 36 | 36 | 0.11% | 1.07% | 2.50% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
BROWN ADVISORY INC | 36 | 36 | 0.00% | 0.05% | 0.68% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.14% | 0.43% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 20 | 7 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 36 |
TCI Wealth Advisors, Inc. | 28 | 8 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.11% | 0.49% | Q4 2014 | Q3 2023 | 36 |
Alberta Investment Management Corp | 16 | 5 | 0.02% | 0.11% | 0.33% | Q2 2014 | Q3 2023 | 36 |
BARINGS LLC | 30 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 36 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.01% | 0.10% | Q4 2012 | Q1 2023 | 36 |
Norinchukin Bank, The | 36 | 36 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.11% | 0.19% | Q2 2013 | Q1 2022 | 36 |
Petrus Trust Company, LTA | 22 | 14 | 0.05% | 2.78% | 4.15% | Q4 2012 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q1 2022 | 36 |
Peak Asset Management, LLC | 36 | 36 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.05% | 0.37% | Q4 2014 | Q3 2023 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 35 |
GAMBLE JONES INVESTMENT COUNSEL | 35 | 35 | 0.04% | 0.09% | 0.15% | Q2 2014 | Q4 2022 | 35 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.01% | 0.29% | 1.43% | Q2 2013 | Q3 2023 | 35 |
1832 Asset Management L.P. | 35 | 35 | 0.03% | 0.45% | 1.24% | Q1 2015 | Q3 2023 | 35 |
Employees Retirement System of Texas | 33 | 2 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q2 2023 | 35 |
HighTower Advisors, LLC | 28 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 35 |
BRADLEY FOSTER & SARGENT INC/CT | 18 | 4 | 0.01% | 0.06% | 0.56% | Q2 2013 | Q3 2023 | 35 |
FDx Advisors, Inc. | 35 | 35 | 0.01% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 1 | 0.00% | 0.05% | 0.13% | Q3 2014 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
TCTC Holdings, LLC | 35 | 35 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 27 | 27 | 0.00% | 0.91% | 1.52% | Q1 2017 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 1 | 0.00% | 0.08% | 0.26% | Q1 2014 | Q3 2023 | 35 |
Winfield Associates, Inc. | 34 | 34 | 0.04% | 0.47% | 1.18% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2021 | 34 |
Tredje AP-fonden | 34 | 34 | 0.08% | 0.17% | 0.45% | Q2 2015 | Q3 2023 | 34 |
Carnegie Capital Asset Management, LLC | 34 | 34 | 0.04% | 0.64% | 1.45% | Q2 2015 | Q3 2023 | 34 |
BALDWIN BROTHERS LLC/MA | 34 | 34 | 0.02% | 0.05% | 0.30% | Q3 2015 | Q4 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2021 | 34 |
EVERENCE CAPITAL MANAGEMENT INC | 34 | 34 | 0.09% | 0.18% | 0.27% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 2 | 0.00% | 0.29% | 0.76% | Q2 2013 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.10% | 0.18% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.07% | 0.44% | 1.30% | Q2 2013 | Q3 2023 | 33 |
Vident Investment Advisory, LLC | 33 | 33 | 0.00% | 0.13% | 0.34% | Q2 2015 | Q2 2023 | 33 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 32 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 33 |
Ariel Investments | 33 | 33 | 0.00% | 0.61% | 1.17% | Q3 2015 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 33 |
BURNEY CO/ | 32 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 33 |
UMB Bank, n.a. | 33 | 33 | 0.02% | 0.30% | 0.99% | Q3 2015 | Q3 2023 | 33 |
PITCAIRN CO | 33 | 33 | 0.03% | 0.08% | 0.30% | Q3 2015 | Q3 2023 | 33 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 14 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 33 |
CENTRAL SECURITIES CORP | 33 | 33 | 0.80% | 3.48% | 7.76% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
PGGM Investments | 27 | 6 | 0.05% | 0.22% | 0.48% | Q1 2013 | Q1 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2021 | 33 |
WINTON GROUP Ltd | 16 | 2 | 0.03% | 0.22% | 0.80% | Q2 2014 | Q1 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q2 2023 | 33 |
Handelsbanken Fonder AB | 32 | 32 | 0.07% | 0.74% | 1.74% | Q4 2015 | Q3 2023 | 32 |
MCF Advisors LLC | 20 | 5 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 32 |
CIBC WORLD MARKET INC. | 27 | 5 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.10% | 0.60% | Q4 2015 | Q3 2023 | 32 |
INTRUST BANK NA | 27 | 5 | 0.05% | 0.08% | 0.29% | Q3 2014 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.02% | 0.15% | 0.32% | Q2 2013 | Q1 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.12% | 0.16% | Q2 2013 | Q1 2021 | 32 |
St. Louis Trust Co | 32 | 32 | 0.43% | 0.74% | 1.09% | Q4 2015 | Q3 2023 | 32 |
COLONY GROUP LLC | 12 | 1 | 0.00% | 0.06% | 1.64% | Q2 2013 | Q3 2023 | 32 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.07% | 0.53% | Q1 2014 | Q3 2023 | 32 |
North Star Investment Management Corp. | 28 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.23% | 0.58% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.01% | 0.23% | 0.74% | Q4 2015 | Q3 2023 | 32 |
First Personal Financial Services | 30 | 2 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 32 |
GAM Holding AG | 17 | 1 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 32 |
Hudock, Inc. | 31 | 31 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.15% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Choate Investment Advisors | 18 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 31 |
PARNASSUS INVESTMENTS, LLC | 18 | 13 | 0.04% | 0.23% | 0.73% | Q1 2015 | Q3 2023 | 31 |
LONDON CO OF VIRGINIA | 31 | 31 | 0.38% | 1.32% | 2.94% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 29 | 2 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q4 2020 | 31 |
QS Investors, LLC | 29 | 2 | 0.00% | 0.07% | 0.90% | Q2 2013 | Q2 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.05% | 0.21% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q4 2020 | 31 |
Janney Montgomery Scott LLC | 30 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.09% | 0.26% | 0.43% | Q1 2016 | Q3 2023 | 30 |
FIDUCIARY MANAGEMENT INC /WI/ | 16 | 14 | 1.45% | 2.55% | 3.85% | Q3 2014 | Q3 2023 | 30 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.00% | 0.40% | 0.60% | Q1 2018 | Q3 2023 | 30 |
NATIXIS | 14 | 1 | 0.00% | 0.10% | 0.63% | Q4 2013 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Polar Capital LLP | 30 | 30 | 0.16% | 0.37% | 0.63% | Q2 2013 | Q3 2020 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 20 | 1 | 0.00% | 0.21% | 0.67% | Q2 2014 | Q3 2023 | 30 |
Financial Architects, Inc | 25 | 1 | 0.00% | 0.24% | 0.42% | Q2 2015 | Q2 2023 | 30 |
WASHINGTON TRUST BANK | 21 | 9 | 0.00% | 0.25% | 1.14% | Q1 2014 | Q3 2021 | 30 |
PRIVATE TRUST CO NA | 25 | 5 | 0.00% | 0.18% | 0.33% | Q1 2013 | Q3 2023 | 30 |
Brandywine Global Investment Management, LLC | 16 | 14 | 0.00% | 0.18% | 0.50% | Q3 2013 | Q2 2022 | 30 |
Capital Planning Advisors, LLC | 28 | 2 | 0.10% | 0.27% | 1.06% | Q1 2016 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2020 | 30 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 13 | 1 | 0.03% | 0.19% | 0.28% | Q3 2006 | Q4 2019 | 30 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2022 | 29 |
Mirae Asset Global Investments Co., Ltd. | 29 | 29 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.10% | 0.16% | 0.21% | Q4 2013 | Q4 2020 | 29 |
Gotham Asset Management, LLC | 13 | 2 | 0.00% | 0.05% | 0.22% | Q3 2013 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 23 | 6 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 29 |
South Dakota Investment Council | 25 | 4 | 0.01% | 0.05% | 0.21% | Q3 2014 | Q3 2023 | 29 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 26 | 3 | 0.02% | 0.13% | 0.30% | Q2 2016 | Q3 2023 | 29 |
PEAK6 Group LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2018 | 29 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 29 |
Horizon Investment Services, LLC | 23 | 5 | 0.10% | 1.37% | 3.46% | Q4 2014 | Q3 2023 | 28 |
FIL Ltd | 28 | 28 | 0.00% | 0.26% | 0.80% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.06% | 0.15% | 0.25% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
PINNACLE ASSOCIATES LTD | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
FINANCIAL COUNSELORS INC | 28 | 28 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
MEEDER ASSET MANAGEMENT INC | 27 | 1 | 0.02% | 0.19% | 0.62% | Q1 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.03% | 0.12% | 0.27% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.13% | 0.17% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Capco Asset Management, LLC | 28 | 28 | 4.98% | 11.28% | 15.64% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.24% | 0.57% | Q4 2016 | Q3 2023 | 28 |
LFL Advisers, LLC | 28 | 28 | 3.27% | 5.51% | 6.92% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.09% | 0.14% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CHOREO, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.55% | 0.74% | 0.96% | Q4 2016 | Q3 2023 | 28 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 28 |
Engineers Gate Manager LP | 11 | 3 | 0.01% | 0.15% | 0.50% | Q3 2015 | Q3 2023 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 28 | 28 | 0.48% | 1.05% | 1.55% | Q4 2016 | Q3 2023 | 28 |
Cubic Asset Management, LLC | 28 | 28 | 0.09% | 0.19% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 28 |
SRB CORP | 18 | 10 | 0.02% | 0.04% | 0.12% | Q3 2014 | Q3 2021 | 28 |
ADVISOR PARTNERS LLC | 28 | 28 | 0.08% | 0.12% | 0.18% | Q3 2015 | Q2 2022 | 28 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 4 | 0.00% | 0.09% | 0.34% | Q1 2015 | Q4 2022 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 14 | 1 | 0.00% | 0.10% | 0.25% | Q3 2015 | Q3 2023 | 27 |
HUSSMAN STRATEGIC ADVISORS, INC. | 17 | 1 | 0.01% | 0.47% | 1.79% | Q3 2013 | Q4 2022 | 27 |
AMERICAN CENTURY COMPANIES INC | 22 | 1 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q4 2019 | 27 |
Armor Investment Advisors, LLC | 15 | 12 | 0.22% | 0.35% | 0.45% | Q4 2016 | Q3 2023 | 27 |
Ballentine Partners, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
RMB Capital Management, LLC | 17 | 6 | 0.00% | 0.70% | 1.64% | Q4 2016 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.28% | Q4 2016 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.07% | 0.14% | 0.29% | Q4 2016 | Q3 2023 | 27 |
MUFG Americas Holdings Corp | 21 | 1 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2022 | 27 |
SALEM INVESTMENT COUNSELORS INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 27 |
Richard Bernstein Advisors LLC | 27 | 27 | 0.09% | 0.21% | 0.52% | Q1 2016 | Q3 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.25% | 0.46% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.04% | 0.12% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Pineno Levin & Ford Asset Management, Inc. | 27 | 27 | 1.17% | 1.84% | 2.63% | Q2 2015 | Q4 2021 | 27 |
FAYEZ SAROFIM & CO | 27 | 27 | 0.00% | 0.49% | 1.02% | Q1 2017 | Q3 2023 | 27 |
Freedom Investment Management, Inc. | 24 | 3 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 27 |
CENTRAL BANK & TRUST CO | 25 | 2 | 0.00% | 0.86% | 1.32% | Q2 2015 | Q3 2023 | 27 |
Baird Financial Group, Inc. | 21 | 1 | 0.00% | 0.68% | 1.59% | Q2 2015 | Q3 2023 | 27 |
INVERNESS COUNSEL LLC /NY/ | 27 | 27 | 0.41% | 2.19% | 2.87% | Q1 2016 | Q3 2022 | 27 |
ZWJ INVESTMENT COUNSEL INC | 27 | 27 | 0.03% | 1.66% | 2.45% | Q1 2017 | Q3 2023 | 27 |
FORSTA AP-FONDEN | 15 | 1 | 0.10% | 0.26% | 0.53% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.06% | 0.13% | Q3 2013 | Q2 2020 | 27 |
PATTEN & PATTEN INC/TN | 27 | 27 | 0.33% | 1.70% | 2.28% | Q1 2017 | Q3 2023 | 27 |
WENDELL DAVID ASSOCIATES INC | 27 | 27 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.14% | 0.35% | Q2 2013 | Q3 2019 | 26 |
FIRST MANHATTAN CO. LLC. | 19 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Summit Global Investments | 14 | 12 | 0.19% | 1.10% | 2.89% | Q4 2016 | Q3 2023 | 26 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.04% | 0.24% | Q3 2015 | Q3 2023 | 26 |
FIRST MERCANTILE TRUST CO | 13 | 13 | 0.02% | 0.09% | 0.31% | Q2 2013 | Q3 2021 | 26 |
CRAWFORD INVESTMENT COUNSEL INC | 24 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q3 2023 | 26 |
AEGON ASSET MANAGEMENT UK PLC | 22 | 1 | 0.03% | 0.18% | 0.55% | Q2 2015 | Q2 2023 | 26 |
FOSTER DYKEMA CABOT & CO INC/MA | 24 | 2 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q3 2022 | 26 |
CONGRESS ASSET MANAGEMENT CO /MA | 26 | 26 | 0.01% | 0.51% | 0.96% | Q2 2017 | Q3 2023 | 26 |
SIGMA INVESTMENT COUNSELORS INC | 14 | 12 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 26 |
Lombard Odier Asset Management (Switzerland) SA | 12 | 1 | 0.01% | 0.14% | 0.48% | Q2 2014 | Q1 2023 | 26 |
CWM, LLC | 16 | 2 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 26 |
CAPTRUST FINANCIAL ADVISORS | 26 | 26 | 0.01% | 0.04% | 0.12% | Q2 2017 | Q3 2023 | 26 |
USS Investment Management Ltd | 14 | 12 | 0.02% | 0.17% | 0.41% | Q2 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Coyle Financial Counsel LLC | 24 | 1 | 0.30% | 1.68% | 3.08% | Q2 2016 | Q3 2023 | 25 |
WealthTrust Fairport, LLC | 15 | 8 | 0.00% | 0.11% | 1.16% | Q2 2013 | Q1 2019 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Venturi Wealth Management, LLC | 14 | 4 | 0.06% | 0.83% | 1.34% | Q3 2016 | Q3 2023 | 25 |
Barbara Oil Co. | 25 | 25 | 0.39% | 0.56% | 0.80% | Q3 2017 | Q3 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
AMUNDI ASSET MANAGEMENT US, INC. | 17 | 1 | 0.00% | 0.24% | 1.09% | Q4 2012 | Q1 2021 | 25 |
HOWE & RUSLING INC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 25 |
Coastline Trust Co | 25 | 25 | 0.05% | 0.13% | 0.17% | Q3 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.07% | 0.18% | 0.34% | Q4 2016 | Q4 2022 | 25 |
COOKSON PEIRCE & CO INC | 16 | 4 | 0.02% | 0.78% | 2.68% | Q3 2015 | Q2 2023 | 25 |
First Horizon Advisors, Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 25 |
MARSHALL WACE, LLP | 9 | 1 | 0.01% | 0.14% | 0.43% | Q1 2014 | Q2 2023 | 25 |
FIDUCIARY TRUST CO | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.09% | 0.22% | Q1 2016 | Q1 2022 | 25 |
CORTLAND ASSOCIATES INC/MO | 13 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 25 |
AGF Investments LLC | 24 | 24 | 0.00% | 0.11% | 0.42% | Q4 2016 | Q3 2022 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19 | 1 | 0.00% | 0.11% | 0.93% | Q4 2016 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.08% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.02% | 0.19% | 0.33% | Q1 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.05% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
12th Street Asset Management Company, LLC | 24 | 24 | 2.68% | 5.52% | 9.76% | Q4 2017 | Q3 2023 | 24 |
OLD NATIONAL BANCORP /IN/ | 24 | 24 | 0.01% | 0.19% | 0.51% | Q4 2017 | Q3 2023 | 24 |
SHELTON CAPITAL MANAGEMENT | 24 | 24 | 0.02% | 0.16% | 0.51% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 24 |
Renaissance Investment Group LLC | 24 | 24 | 0.09% | 0.12% | 0.20% | Q4 2017 | Q3 2023 | 24 |
HENNESSY ADVISORS INC | 16 | 8 | 0.07% | 0.16% | 0.22% | Q1 2015 | Q4 2021 | 24 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.07% | 0.76% | Q1 2009 | Q2 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.09% | 0.19% | 0.59% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q1 2019 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Cipher Capital LP | 5 | 1 | 0.05% | 0.46% | 1.00% | Q2 2013 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.70% | 1.45% | 2.65% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.11% | 0.14% | 0.18% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.18% | 0.27% | 0.36% | Q4 2017 | Q3 2023 | 24 |
MAI Capital Management | 19 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 24 |
Man Group plc | 23 | 23 | 0.02% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Cribstone Capital Management, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 23 |
VAN ECK ASSOCIATES CORP | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 23 |
McKinley Carter Wealth Services, Inc. | 23 | 23 | 0.01% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Markel Corporation | 23 | 23 | 0.24% | 0.88% | 1.37% | Q1 2018 | Q3 2023 | 23 |
Caprock Group, LLC | 14 | 2 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 23 |
Atria Investments, Inc | 14 | 9 | 0.02% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 23 |
Ceredex Value Advisors LLC | 23 | 23 | 0.45% | 1.14% | 3.03% | Q1 2018 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.14% | 0.58% | Q2 2016 | Q3 2023 | 23 |
Asset Dedication, LLC | 18 | 5 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 23 |
Compagnie Lombard Odier SCmA | 19 | 4 | 0.00% | 0.15% | 0.39% | Q4 2013 | Q3 2023 | 23 |
B. Riley Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 23 |
VILLERE ST DENIS J & CO LLC | 23 | 23 | 1.38% | 4.72% | 8.59% | Q1 2018 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 14 | 1 | 0.03% | 0.07% | 0.15% | Q1 2016 | Q2 2023 | 23 |
FRED ALGER MANAGEMENT, LLC | 15 | 4 | 0.00% | 0.42% | 1.06% | Q4 2015 | Q3 2023 | 23 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 23 |
BRYN MAWR TRUST Co | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 1.56% | 2.78% | 3.51% | Q1 2018 | Q3 2023 | 23 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 23 | 23 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 0.05% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
GREAT LAKES ADVISORS, LLC | 13 | 9 | 0.01% | 0.02% | 0.16% | Q1 2017 | Q3 2023 | 22 |
OAKBROOK INVESTMENTS LLC | 11 | 3 | 0.08% | 0.14% | 0.20% | Q1 2014 | Q4 2019 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.04% | 0.26% | 0.71% | Q2 2015 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.06% | 0.30% | 0.61% | Q4 2017 | Q3 2023 | 22 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.10% | 0.57% | Q3 2014 | Q4 2022 | 22 |
MML INVESTORS SERVICES, LLC | 21 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 22 |
DEARBORN PARTNERS LLC | 17 | 5 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 22 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.02% | 0.14% | Q4 2015 | Q3 2022 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 19 | 3 | 0.00% | 0.12% | 0.20% | Q1 2018 | Q3 2023 | 22 |
Cadence Bank | 22 | 22 | 0.04% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 21 | 1 | 0.01% | 0.40% | 1.51% | Q1 2018 | Q3 2023 | 22 |
Gifford Fong Associates | 22 | 22 | 0.09% | 0.12% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.00% | 0.34% | 0.84% | Q4 2017 | Q1 2023 | 22 |
Cetera Advisors LLC | 19 | 1 | 0.01% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.52% | 2.33% | Q2 2018 | Q3 2023 | 22 |
MARIETTA INVESTMENT PARTNERS LLC | 22 | 22 | 0.21% | 1.18% | 3.13% | Q4 2017 | Q1 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 22 |
MASSMUTUAL TRUST CO FSB/ADV | 18 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 22 |
Meridian Wealth Management, LLC | 22 | 22 | 0.03% | 0.15% | 0.41% | Q2 2018 | Q3 2023 | 22 |
Meiji Yasuda Life Insurance Co | 12 | 1 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Shepherd Financial Partners LLC | 22 | 22 | 0.05% | 0.35% | 0.53% | Q2 2018 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 14 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
Darwin Wealth Management, LLC | 22 | 22 | 0.08% | 0.15% | 0.27% | Q3 2017 | Q4 2022 | 22 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21 | 1 | 0.00% | 0.13% | 0.45% | Q1 2018 | Q3 2023 | 22 |
Quadrature Capital Ltd | 9 | 1 | 0.04% | 0.48% | 1.92% | Q1 2016 | Q3 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 7 | 2 | 0.02% | 0.10% | 0.34% | Q4 2013 | Q4 2022 | 21 |
BAILARD, INC. | 19 | 2 | 0.02% | 0.18% | 0.39% | Q2 2017 | Q3 2023 | 21 |
V Wealth Advisors LLC | 11 | 1 | 0.01% | 0.51% | 0.85% | Q2 2017 | Q2 2023 | 21 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 7 | 0.00% | 0.29% | 0.73% | Q1 2018 | Q3 2023 | 21 |
Mount Lucas Management LP | 9 | 4 | 0.02% | 0.72% | 1.09% | Q3 2015 | Q3 2023 | 21 |
Unigestion Holding SA | 15 | 6 | 0.22% | 1.85% | 3.51% | Q2 2018 | Q3 2023 | 21 |
Penserra Capital Management LLC | 21 | 21 | 0.01% | 0.05% | 0.28% | Q3 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 21 |
MADISON INVESTMENT HOLDINGS INC | 21 | 21 | 0.08% | 0.42% | 1.71% | Q3 2014 | Q3 2019 | 21 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 5 | 0.09% | 0.21% | 0.34% | Q3 2014 | Q2 2021 | 21 |
Ipswich Investment Management Co., Inc. | 20 | 1 | 0.01% | 1.19% | 1.48% | Q1 2016 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 16 | 5 | 0.09% | 0.13% | 0.17% | Q4 2015 | Q4 2021 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.06% | 0.11% | 0.28% | Q4 2018 | Q4 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 21 |
JLB & ASSOCIATES INC | 21 | 21 | 0.09% | 0.78% | 1.66% | Q3 2018 | Q3 2023 | 21 |
Quantitative Investment Management, LLC | 7 | 1 | 0.04% | 0.20% | 0.82% | Q3 2013 | Q1 2022 | 21 |
EVERETT HARRIS & CO /CA/ | 21 | 21 | 0.03% | 0.50% | 0.72% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.09% | 0.14% | 0.25% | Q2 2013 | Q2 2018 | 21 |
Horizon Investments, LLC | 11 | 3 | 0.01% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.01% | 0.05% | 0.19% | Q1 2018 | Q1 2023 | 21 |
Baldwin Investment Management, LLC | 21 | 21 | 0.06% | 0.10% | 0.14% | Q2 2018 | Q2 2023 | 21 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.01% | 0.33% | 0.85% | Q4 2013 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.42% | 0.75% | 1.34% | Q4 2018 | Q3 2023 | 20 |
Trexquant Investment LP | 7 | 1 | 0.02% | 0.25% | 0.60% | Q4 2014 | Q3 2023 | 20 |
Sky Investment Group LLC | 20 | 20 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 20 |
Svenska Handelsbanken AB (publ) | 20 | 20 | 0.04% | 2.00% | 3.81% | Q4 2015 | Q3 2020 | 20 |
Chesley Taft & Associates LLC | 19 | 1 | 0.02% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FOSTER & MOTLEY INC | 20 | 20 | 0.08% | 0.27% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.17% | 0.21% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Liberty Capital Management, Inc. | 12 | 8 | 0.35% | 0.50% | 0.68% | Q3 2018 | Q3 2023 | 20 |
Hillsdale Investment Management Inc. | 19 | 1 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q2 2020 | 20 |
BP PLC | 19 | 1 | 0.09% | 0.34% | 1.20% | Q1 2016 | Q2 2021 | 20 |
AMF Tjanstepension AB | 20 | 20 | 0.18% | 0.29% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.10% | 1.11% | Q1 2017 | Q3 2023 | 20 |
MONETARY MANAGEMENT GROUP INC | 20 | 20 | 0.03% | 0.41% | 0.99% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.05% | 0.06% | Q4 2015 | Q3 2020 | 20 |
PICTON MAHONEY ASSET MANAGEMENT | 12 | 2 | 0.00% | 0.99% | 1.65% | Q3 2014 | Q3 2023 | 20 |
BRIDGES INVESTMENT MANAGEMENT INC | 20 | 20 | 0.02% | 0.77% | 1.30% | Q4 2018 | Q3 2023 | 20 |
ALLSTATE CORP | 20 | 20 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 19 | 1 | 0.02% | 0.14% | 1.06% | Q4 2014 | Q4 2020 | 20 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.05% | 0.76% | 1.93% | Q2 2013 | Q4 2020 | 20 |
SMITH ASSET MANAGEMENT GROUP LP | 17 | 3 | 0.00% | 0.98% | 2.40% | Q2 2013 | Q2 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 20 |
MPS Loria Financial Planners, LLC | 20 | 20 | 0.69% | 0.80% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.09% | 0.17% | 0.37% | Q4 2017 | Q3 2022 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.12% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Barrett Asset Management, LLC | 20 | 20 | 0.03% | 0.69% | 1.53% | Q2 2017 | Q1 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.10% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.16% | 0.23% | 0.32% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.11% | 0.15% | 0.17% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.10% | 0.26% | Q1 2013 | Q4 2017 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.18% | 0.30% | 0.39% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.27% | 0.39% | 0.48% | Q4 2018 | Q3 2023 | 20 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Savant Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.08% | 0.10% | 0.16% | Q2 2013 | Q1 2018 | 20 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.35% | 1.03% | Q4 2014 | Q2 2023 | 19 |
FULTON BANK, N.A. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2023 | 19 |
SevenBridge Financial Group, LLC | 15 | 4 | 0.06% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.20% | Q2 2016 | Q3 2023 | 19 |
OSTERWEIS CAPITAL MANAGEMENT INC | 16 | 3 | 1.55% | 2.32% | 3.49% | Q4 2016 | Q3 2023 | 19 |
RENAISSANCE GROUP LLC | 18 | 1 | 0.01% | 0.82% | 1.36% | Q1 2016 | Q2 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
VALLEY WEALTH MANAGERS, INC. | 19 | 19 | 1.57% | 1.90% | 2.27% | Q1 2019 | Q3 2023 | 19 |
Dorsey & Whitney Trust CO LLC | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Stonehearth Capital Management, LLC | 19 | 19 | 0.14% | 0.22% | 0.31% | Q2 2019 | Q4 2023 | 19 |
MV CAPITAL MANAGEMENT, INC. | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
Steel Canyon Capital, LLC | 19 | 19 | 0.72% | 5.64% | 12.12% | Q1 2019 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.14% | 0.36% | Q1 2015 | Q2 2023 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 15 | 4 | 0.10% | 1.90% | 2.87% | Q1 2016 | Q2 2023 | 19 |
Sequoia Financial Advisors, LLC | 19 | 19 | 0.01% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Dakota Wealth Management | 19 | 19 | 0.37% | 0.56% | 0.92% | Q1 2019 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
EXANE DERIVATIVES | 19 | 19 | 0.00% | 0.07% | 0.28% | Q4 2017 | Q2 2022 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.02% | 0.25% | 0.50% | Q1 2019 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.88% | 1.06% | 1.27% | Q1 2019 | Q3 2023 | 19 |
Summit Asset Management, LLC | 19 | 19 | 0.22% | 0.52% | 0.62% | Q1 2019 | Q3 2023 | 19 |
Alyeska Investment Group, L.P. | 7 | 2 | 0.02% | 0.34% | 0.68% | Q2 2016 | Q3 2023 | 19 |
TimesSquare Capital Management, LLC | 19 | 19 | 0.23% | 1.39% | 2.12% | Q4 2016 | Q2 2021 | 19 |
Handelsinvest Investeringsforvaltning | 19 | 19 | 0.13% | 0.43% | 0.97% | Q4 2015 | Q2 2020 | 19 |
FIRST MIDWEST BANK TRUST DIVISION | 17 | 2 | 0.04% | 0.09% | 0.13% | Q4 2015 | Q4 2021 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 18 | 1 | 0.01% | 0.15% | 0.40% | Q4 2018 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 15 | 4 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.03% | 0.15% | Q3 2014 | Q4 2021 | 19 |
Jackson, Grant Investment Advisers, Inc. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.04% | 0.12% | 0.17% | Q2 2019 | Q4 2023 | 19 |
Ruane, Cunniff & Goldfarb | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.14% | 0.17% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Convergence Investment Partners, LLC | 9 | 1 | 0.02% | 0.20% | 0.38% | Q2 2015 | Q3 2023 | 19 |
NorthCoast Asset Management LLC | 19 | 19 | 0.05% | 1.00% | 2.95% | Q1 2017 | Q3 2021 | 19 |
Balentine LLC | 10 | 4 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q3 2023 | 19 |
Capital World Investors | 15 | 4 | 0.02% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.14% | 0.86% | 1.69% | Q2 2017 | Q1 2022 | 19 |
Qube Research & Technologies Ltd | 9 | 2 | 0.01% | 0.15% | 0.39% | Q1 2018 | Q3 2023 | 19 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 13 | 6 | 0.04% | 0.69% | 1.11% | Q1 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 19 | 19 | 0.19% | 0.31% | 0.44% | Q3 2018 | Q1 2023 | 19 |
Silvant Capital Management LLC | 19 | 19 | 0.01% | 0.06% | 0.34% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
LOOMIS SAYLES & CO L P | 9 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q1 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.21% | 0.26% | 0.33% | Q4 2018 | Q2 2023 | 19 |
FineMark National Bank & Trust | 15 | 1 | 0.01% | 0.05% | 0.38% | Q2 2013 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13 | 5 | 0.02% | 0.14% | 0.40% | Q1 2015 | Q3 2020 | 18 |
DONALDSON CAPITAL MANAGEMENT, LLC | 12 | 3 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 18 |
IBEX WEALTH ADVISORS | 10 | 1 | 0.09% | 0.44% | 1.52% | Q4 2016 | Q1 2022 | 18 |
PRUDENTIAL PLC | 7 | 3 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 18 |
FIRST QUADRANT LLC/CA | 18 | 18 | 0.00% | 0.31% | 0.60% | Q1 2015 | Q2 2019 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.02% | 1.05% | 1.76% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Zurich Insurance Group Ltd/FI | 12 | 1 | 0.05% | 0.21% | 0.79% | Q3 2015 | Q3 2023 | 18 |
Calamos Advisors LLC | 15 | 3 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q4 2019 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 18 | 18 | 0.09% | 0.19% | 0.56% | Q2 2019 | Q3 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.00% | 0.20% | 0.48% | Q1 2018 | Q2 2022 | 18 |
Archford Capital Strategies, LLC | 12 | 6 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2019 | 18 |
IndexIQ Advisors LLC | 18 | 18 | 0.04% | 0.13% | 0.20% | Q4 2017 | Q1 2022 | 18 |
OPPENHEIMER & CO INC | 10 | 8 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 18 |
NEXT CENTURY GROWTH INVESTORS LLC | 14 | 4 | 0.06% | 0.32% | 0.51% | Q2 2017 | Q3 2023 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2019 | 18 |
TODD ASSET MANAGEMENT LLC | 18 | 18 | 0.24% | 0.81% | 1.14% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.06% | 0.19% | 0.28% | Q1 2019 | Q3 2023 | 18 |
Marshall Wace North America L.P. | 17 | 1 | 0.02% | 0.27% | 0.73% | Q1 2017 | Q3 2021 | 18 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 18 | 18 | 0.39% | 0.71% | 1.08% | Q2 2019 | Q3 2023 | 18 |
FIRST CITIZENS BANK & TRUST CO | 6 | 2 | 0.02% | 0.12% | 0.30% | Q2 2013 | Q2 2020 | 18 |
Cresset Asset Management, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 9 | 0.89% | 2.52% | 3.55% | Q1 2019 | Q3 2023 | 18 |
DAVIDSON INVESTMENT ADVISORS | 18 | 18 | 0.69% | 0.95% | 1.35% | Q2 2019 | Q3 2023 | 18 |
CAMBRIDGE TRUST CO | 18 | 18 | 0.03% | 0.67% | 1.13% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Spot Trading L.L.C | 5 | 4 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2016 | 18 |
Clarius Group, LLC | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Capital Analysts, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 11 | 7 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
CIM, LLC | 18 | 18 | 0.11% | 2.60% | 4.53% | Q3 2018 | Q4 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q1 2021 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 16 | 1 | 0.00% | 0.09% | 0.86% | Q1 2017 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.03% | 0.24% | 0.39% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CHILTON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.45% | 0.95% | Q3 2019 | Q3 2023 | 17 |
VIKING GLOBAL INVESTORS LP | 7 | 1 | 0.22% | 0.47% | 1.19% | Q1 2016 | Q3 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.94% | 2.23% | 2.78% | Q3 2019 | Q3 2023 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.02% | 0.38% | 1.25% | Q4 2013 | Q3 2021 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.04% | 0.24% | Q3 2019 | Q3 2023 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 8 | 0.01% | 0.03% | 0.03% | Q1 2018 | Q3 2023 | 17 |
CIBC BANK USA | 17 | 17 | 0.09% | 0.14% | 0.20% | Q2 2014 | Q2 2018 | 17 |
Sand Hill Global Advisors, LLC | 17 | 17 | 0.05% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Mariner, LLC | 12 | 1 | 0.00% | 0.04% | 0.17% | Q1 2015 | Q3 2023 | 17 |
Nicholas Investment Partners, LP | 17 | 17 | 0.08% | 0.49% | 0.79% | Q3 2015 | Q3 2019 | 17 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.01% | 0.49% | 1.74% | Q2 2016 | Q3 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 15 | 2 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 17 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.03% | 0.15% | Q2 2015 | Q3 2020 | 17 |
Edgestream Partners, L.P. | 7 | 2 | 0.01% | 0.37% | 1.24% | Q3 2017 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 17 |
Pendal Group Ltd | 11 | 1 | 0.00% | 0.61% | 2.13% | Q2 2017 | Q4 2022 | 17 |
Waldron Private Wealth LLC | 17 | 17 | 0.10% | 0.21% | 0.36% | Q3 2019 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.03% | 0.16% | 0.52% | Q4 2014 | Q2 2020 | 17 |
Pinnacle Wealth Management Advisory Group, LLC | 13 | 4 | 0.03% | 0.12% | 0.19% | Q2 2017 | Q3 2023 | 17 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 2.17% | 4.48% | Q4 2008 | Q3 2019 | 17 |
Sowell Financial Services LLC | 8 | 1 | 0.02% | 0.10% | 0.37% | Q4 2016 | Q1 2023 | 17 |
Giverny Capital | 17 | 17 | 2.07% | 4.16% | 5.33% | Q3 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.09% | 0.16% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Gilbert & Cook, Inc. | 9 | 2 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Mutual Advisors, LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 17 |
Port Capital LLC | 17 | 17 | 1.36% | 2.71% | 3.60% | Q3 2019 | Q3 2023 | 17 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 16 | 1 | 0.06% | 0.14% | 0.59% | Q3 2018 | Q4 2022 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.22% | 0.34% | Q4 2018 | Q4 2022 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.07% | 0.14% | 0.28% | Q1 2018 | Q1 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q3 2018 | 17 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.20% | 0.39% | 0.68% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT PARTNERS, LTD. | 13 | 1 | 0.16% | 0.24% | 0.52% | Q1 2016 | Q3 2022 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 16 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Fiera Capital Corp | 16 | 16 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 16 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 16 | 16 | 0.01% | 0.30% | 1.05% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.37% | 0.52% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.34% | 0.64% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.29% | 0.45% | 0.64% | Q4 2019 | Q3 2023 | 16 |
DUDLEY & SHANLEY, INC. | 16 | 16 | 2.65% | 5.39% | 7.53% | Q4 2019 | Q3 2023 | 16 |
Sound View Wealth Advisors Group, LLC | 14 | 2 | 0.06% | 0.14% | 0.25% | Q2 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.04% | 0.08% | 0.11% | Q1 2014 | Q4 2017 | 16 |
HENDLEY & CO INC | 16 | 16 | 0.23% | 1.81% | 3.32% | Q1 2019 | Q4 2022 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.21% | 0.60% | 0.85% | Q4 2019 | Q3 2023 | 16 |
180 WEALTH ADVISORS, LLC | 8 | 3 | 0.06% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 16 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 16 | 16 | 3.45% | 7.43% | 9.88% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.22% | 0.75% | Q1 2017 | Q3 2022 | 16 |
CHARTWELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.05% | 0.23% | 0.58% | Q4 2018 | Q3 2022 | 16 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.13% | 0.22% | Q4 2016 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.12% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.12% | 0.34% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 1.54% | 2.11% | 2.44% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.13% | 0.35% | Q4 2019 | Q3 2023 | 16 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.03% | 0.12% | 0.30% | Q2 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.05% | 0.27% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Bellecapital International Ltd. | 16 | 16 | 0.10% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2021 | 16 |
ALPS ADVISORS INC | 6 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 16 | 16 | 0.02% | 0.09% | 0.78% | Q1 2020 | Q4 2023 | 16 |
Brave Warrior Advisors | 16 | 16 | 0.01% | 4.36% | 7.92% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.29% | 0.51% | Q4 2019 | Q3 2023 | 16 |
ZEVIN ASSET MANAGEMENT LLC | 16 | 16 | 0.07% | 0.10% | 0.16% | Q2 2014 | Q1 2018 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
GLOBEFLEX CAPITAL L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Buckingham Capital Management, Inc. | 16 | 16 | 0.05% | 0.27% | 0.40% | Q2 2019 | Q1 2023 | 16 |
Baillie Gifford | 10 | 6 | 0.00% | 0.17% | 0.63% | Q2 2013 | Q3 2023 | 16 |
Knuff & Co LLC | 15 | 1 | 0.01% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 16 |
LMR Partners LLP | 5 | 1 | 0.02% | 0.12% | 0.27% | Q1 2014 | Q1 2023 | 16 |
Quantum Capital Management, LLC / NJ | 16 | 16 | 2.49% | 6.36% | 9.63% | Q2 2013 | Q1 2017 | 16 |
AlphaMark Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Quantitative Systematic Strategies LLC | 8 | 1 | 0.09% | 0.33% | 0.76% | Q1 2016 | Q1 2021 | 16 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 16 | 16 | 0.26% | 0.34% | 0.44% | Q1 2017 | Q4 2020 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 16 |
River Road Asset Management, LLC | 16 | 16 | 0.35% | 0.87% | 1.54% | Q4 2019 | Q3 2023 | 16 |
NuWave Investment Management, LLC | 10 | 1 | 0.00% | 0.55% | 2.12% | Q4 2013 | Q3 2022 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 4 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q4 2022 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.38% | 0.60% | 0.85% | Q4 2019 | Q3 2023 | 16 |
WP Advisors, LLC | 13 | 2 | 0.00% | 0.26% | 0.39% | Q2 2018 | Q3 2023 | 15 |
VONTOBEL ASSET MANAGEMENT INC | 11 | 4 | 0.53% | 0.96% | 1.43% | Q3 2015 | Q3 2023 | 15 |
ANCHOR CAPITAL ADVISORS LLC | 15 | 15 | 0.40% | 0.50% | 0.61% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
TRUE Private Wealth Advisors | 15 | 15 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q4 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
AGF INVESTMENTS INC. | 12 | 1 | 0.00% | 0.16% | 0.84% | Q4 2013 | Q4 2021 | 15 |
TOBAM | 13 | 2 | 0.01% | 0.26% | 0.75% | Q4 2017 | Q3 2023 | 15 |
Cunning Capital Partners, LP | 15 | 15 | 0.78% | 3.21% | 4.83% | Q1 2020 | Q3 2023 | 15 |
Roundview Capital LLC | 15 | 15 | 0.26% | 0.54% | 0.79% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.10% | 0.14% | 0.20% | Q3 2016 | Q1 2020 | 15 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 15 | 15 | 0.84% | 1.13% | 1.34% | Q2 2013 | Q4 2016 | 15 |
ENDEAVOUR CAPITAL ADVISORS INC | 13 | 2 | 0.15% | 1.50% | 3.23% | Q1 2014 | Q2 2020 | 15 |
Prime Capital Investment Advisors, LLC | 12 | 1 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 15 |
Teza Capital Management LLC | 4 | 1 | 0.07% | 0.25% | 0.59% | Q1 2017 | Q1 2023 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 5 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Arnhold LLC | 15 | 15 | 0.76% | 1.47% | 2.51% | Q1 2018 | Q3 2021 | 15 |
Orgel Wealth Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 9 | 1 | 0.01% | 0.07% | 0.17% | Q2 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
NFC Investments, LLC | 15 | 15 | 0.27% | 3.40% | 4.88% | Q4 2019 | Q2 2023 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.07% | 0.21% | 0.46% | Q1 2020 | Q3 2023 | 15 |
BloombergSen Inc. | 15 | 15 | 4.34% | 5.69% | 7.64% | Q1 2020 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.12% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.04% | 0.20% | Q4 2019 | Q3 2023 | 15 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.07% | 0.15% | Q3 2014 | Q1 2020 | 15 |
ROCKEFELLER FINANCIAL SERVICES INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.09% | 0.18% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.04% | 0.07% | 0.13% | Q1 2019 | Q3 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Argent Trust Co | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Realta Investment Advisors | 11 | 4 | 0.02% | 0.12% | 0.25% | Q1 2019 | Q3 2023 | 15 |
GERMAN AMERICAN BANCORP, INC. | 14 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Zuckerman Investment Group, LLC | 15 | 15 | 0.93% | 1.72% | 2.32% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Legacy Financial Advisors, Inc. | 10 | 5 | 0.02% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 7 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Epoch Investment Partners, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Williams Jones Wealth Management, LLC. | 15 | 15 | 0.20% | 0.32% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Maj Invest Holding A/S | 15 | 15 | 0.00% | 4.26% | 9.39% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
PZENA INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.02% | 0.33% | 0.71% | Q1 2014 | Q3 2017 | 15 |
TWIN CAPITAL MANAGEMENT INC | 9 | 2 | 0.04% | 0.09% | 0.14% | Q2 2015 | Q4 2022 | 15 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 15 | 15 | 3.66% | 5.06% | 7.56% | Q1 2020 | Q3 2023 | 15 |
SIGNET FINANCIAL MANAGEMENT, LLC | 14 | 1 | 0.01% | 0.12% | 0.24% | Q4 2017 | Q4 2021 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.32% | 0.87% | Q3 2015 | Q1 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.12% | 0.14% | 0.28% | Q3 2011 | Q3 2015 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 15 |
SCHARF INVESTMENTS, LLC | 15 | 15 | 0.02% | 1.98% | 5.02% | Q1 2020 | Q3 2023 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
Courant Investment Management LLC | 15 | 15 | 1.70% | 17.62% | 31.92% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 15 |
Cornerstone Investment Partners, LLC | 15 | 15 | 1.66% | 2.19% | 2.84% | Q1 2020 | Q3 2023 | 15 |
GoodHaven Capital Management | 15 | 15 | 2.36% | 3.98% | 5.57% | Q1 2020 | Q3 2023 | 15 |
Parkwood LLC | 9 | 2 | 0.03% | 0.80% | 4.22% | Q3 2015 | Q1 2022 | 15 |
REINHART PARTNERS, LLC. | 15 | 15 | 0.51% | 0.85% | 1.56% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.24% | 0.56% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
SEARLE & CO. | 15 | 15 | 0.16% | 0.21% | 0.26% | Q3 2019 | Q1 2023 | 15 |
Verdence Capital Advisors LLC | 15 | 15 | 0.39% | 0.46% | 0.58% | Q1 2020 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.24% | 0.34% | 0.52% | Q4 2019 | Q2 2023 | 15 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.33% | 0.44% | 0.60% | Q4 2019 | Q3 2023 | 15 |
Csenge Advisory Group | 6 | 1 | 0.02% | 0.11% | 0.23% | Q2 2018 | Q1 2023 | 15 |
Haverford Trust Co | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 15 |
YCG, LLC | 15 | 15 | 0.56% | 2.76% | 3.92% | Q1 2020 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 6 | 2 | 0.02% | 0.54% | 1.33% | Q1 2015 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Factorial Partners, LLC | 15 | 15 | 0.18% | 0.54% | 0.81% | Q1 2020 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.26% | 0.41% | Q4 2015 | Q1 2019 | 14 |
FCF Advisors LLC | 13 | 1 | 0.72% | 1.02% | 1.24% | Q3 2017 | Q4 2021 | 14 |
J. W. Coons Advisors, LLC | 8 | 6 | 0.06% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 14 |
SIMON QUICK ADVISORS, LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.19% | 0.25% | 0.30% | Q4 2018 | Q1 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.15% | 0.28% | Q2 2020 | Q3 2023 | 14 |
CHICAGO EQUITY PARTNERS LLC | 12 | 2 | 0.01% | 0.13% | 0.46% | Q4 2015 | Q4 2019 | 14 |
Virtu KCG Holdings LLC | 9 | 5 | 0.01% | 0.03% | 0.12% | Q3 2013 | Q2 2017 | 14 |
HighTower Trust Company, N.A. | 14 | 14 | 0.29% | 0.63% | 0.89% | Q4 2019 | Q1 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 12 | 2 | 0.01% | 0.08% | 0.14% | Q3 2013 | Q4 2019 | 14 |
Versor Investments LP | 10 | 1 | 0.02% | 0.41% | 1.23% | Q3 2017 | Q2 2022 | 14 |
ETRADE Capital Management LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2020 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Global Frontier Investments LLC | 14 | 14 | 2.97% | 6.28% | 9.12% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 14 |
CSat Investment Advisory, L.P. | 12 | 2 | 0.00% | 0.60% | 3.75% | Q2 2013 | Q1 2021 | 14 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 0.17% | 0.43% | Q4 2014 | Q4 2019 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.63% | 0.90% | 1.29% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 11 | 1 | 0.03% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 14 |
BANK OF STOCKTON | 14 | 14 | 0.31% | 0.46% | 0.63% | Q2 2020 | Q3 2023 | 14 |
MUFG Securities EMEA plc | 11 | 1 | 0.00% | 0.33% | 1.29% | Q3 2017 | Q2 2021 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q3 2016 | 14 |
ROPES WEALTH ADVISORS LLC | 8 | 2 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q4 2020 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 11 | 3 | 0.26% | 1.09% | 2.70% | Q2 2020 | Q4 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Homrich & Berg | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Boston Partners | 12 | 2 | 0.00% | 0.34% | 0.98% | Q4 2019 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Equitable Holdings, Inc. | 12 | 2 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.02% | 0.15% | 0.24% | Q1 2017 | Q2 2020 | 14 |
Interval Partners, LP | 4 | 1 | 0.04% | 0.24% | 0.56% | Q2 2015 | Q2 2023 | 14 |
LOUNTZIS ASSET MANAGEMENT, LLC | 14 | 14 | 5.26% | 6.73% | 8.62% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 14 | 14 | 0.03% | 0.09% | 0.31% | Q1 2015 | Q2 2018 | 14 |
Poplar Forest Capital LLC | 14 | 14 | 0.02% | 0.16% | 0.43% | Q2 2013 | Q3 2016 | 14 |
Circle Wealth Management, LLC | 14 | 14 | 0.01% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
1ST SOURCE BANK | 10 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2020 | 14 |
Edge Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
Spears Abacus Advisors LLC | 13 | 13 | 0.02% | 0.06% | 0.40% | Q1 2020 | Q1 2023 | 13 |
Moors & Cabot, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HBK INVESTMENTS L P | 8 | 2 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q1 2019 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 2 | 0.02% | 0.12% | 0.20% | Q1 2015 | Q2 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
JONES FINANCIAL COMPANIES LLLP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
OneDigital Investment Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CLINTON GROUP INC | 5 | 1 | 0.04% | 0.39% | 1.77% | Q2 2013 | Q3 2018 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
AlphaCrest Capital Management LLC | 7 | 6 | 0.06% | 0.23% | 0.59% | Q2 2019 | Q3 2022 | 13 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q3 2023 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 11 | 2 | 0.08% | 0.15% | 0.44% | Q3 2018 | Q1 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q2 2018 | 13 |
LORD, ABBETT & CO. LLC | 6 | 2 | 0.02% | 0.12% | 0.29% | Q1 2016 | Q1 2023 | 13 |
MARSHALL WACE ASIA Ltd | 10 | 1 | 0.11% | 1.87% | 6.52% | Q1 2017 | Q3 2021 | 13 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q4 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sciencast Management LP | 3 | 1 | 0.08% | 0.44% | 0.96% | Q1 2017 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 13 | 13 | 0.61% | 1.09% | 1.72% | Q3 2020 | Q3 2023 | 13 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 13 |
Stockman Wealth Management, Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Covey Capital Advisors, LLC | 13 | 13 | 1.68% | 3.79% | 6.29% | Q3 2020 | Q3 2023 | 13 |
Gillson Capital LP | 7 | 1 | 1.94% | 4.87% | 8.45% | Q4 2016 | Q3 2023 | 13 |
BANK OF HAWAII | 8 | 1 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2020 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2023 | 13 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.09% | 0.45% | Q3 2019 | Q3 2023 | 13 |
Arjuna Capital | 10 | 3 | 0.35% | 0.71% | 0.99% | Q4 2017 | Q2 2023 | 13 |
Metropolis Capital Ltd | 13 | 13 | 0.28% | 6.19% | 11.57% | Q4 2019 | Q4 2022 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
EULAV Asset Management | 13 | 13 | 0.13% | 0.20% | 0.22% | Q4 2018 | Q4 2021 | 13 |
Philadelphia Financial Management of San Francisco, LLC | 5 | 1 | 1.27% | 2.69% | 4.66% | Q4 2014 | Q2 2023 | 13 |
RDA Financial Network | 13 | 13 | 0.10% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Chesapeake Wealth Management | 13 | 13 | 0.08% | 0.26% | 0.60% | Q2 2018 | Q2 2021 | 13 |
Douglas Lane & Associates, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 13 |
AHL Partners LLP | 10 | 3 | 0.01% | 0.08% | 0.16% | Q3 2014 | Q4 2017 | 13 |
DEERE & CO | 9 | 4 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2016 | 13 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.05% | 0.12% | 0.26% | Q3 2020 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.04% | 0.20% | Q3 2014 | Q3 2017 | 13 |
Virtus ETF Advisers LLC | 5 | 1 | 0.00% | 0.10% | 0.55% | Q4 2017 | Q1 2023 | 13 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.80% | 1.01% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 12 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 12 |
NWAM LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Railway Pension Investments Ltd | 12 | 12 | 0.21% | 0.32% | 0.44% | Q4 2018 | Q3 2021 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.26% | 0.46% | 0.78% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.09% | 0.28% | Q1 2019 | Q2 2023 | 12 |
South Street Advisors LLC | 12 | 12 | 0.02% | 0.07% | 0.08% | Q1 2018 | Q4 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Investors Research Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 12 |
Paragon Advisors, LLC | 7 | 5 | 0.22% | 0.64% | 1.26% | Q4 2019 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.03% | 0.10% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.14% | 0.35% | 0.72% | Q4 2020 | Q3 2023 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 9 | 3 | 0.00% | 0.08% | 0.26% | Q4 2019 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 10 | 1 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.17% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Hexavest Inc. | 12 | 12 | 0.00% | 0.41% | 1.05% | Q4 2018 | Q3 2021 | 12 |
ClariVest Asset Management LLC | 11 | 1 | 0.00% | 0.51% | 1.03% | Q1 2017 | Q3 2023 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 2.43% | 2.98% | 3.61% | Q4 2020 | Q3 2023 | 12 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.06% | 0.18% | Q2 2017 | Q3 2023 | 12 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.11% | 0.51% | Q4 2017 | Q4 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Euclid Advisors LLC | 7 | 5 | 0.04% | 0.20% | 0.50% | Q2 2013 | Q2 2016 | 12 |
Artemis Investment Management LLP | 11 | 1 | 0.03% | 0.52% | 0.95% | Q4 2014 | Q2 2021 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.19% | 0.48% | Q4 2016 | Q3 2023 | 12 |
Fiduciary Trust Co International of Pennsylvania | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 12 |
Granite Investment Advisors, LLC | 12 | 12 | 1.06% | 1.40% | 1.81% | Q4 2018 | Q3 2021 | 12 |
CFO4Life Group, LLC | 12 | 12 | 0.15% | 0.20% | 0.29% | Q3 2018 | Q2 2021 | 12 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
TMD Wealth Management, LLC | 12 | 12 | 0.14% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
RPg Family Wealth Advisory, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2016 | 12 |
USCA RIA LLC | 6 | 2 | 0.02% | 0.23% | 0.39% | Q2 2017 | Q2 2021 | 12 |
GQG Partners LLC | 12 | 12 | 0.10% | 0.43% | 1.42% | Q3 2020 | Q2 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.12% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.12% | 0.27% | Q4 2016 | Q3 2019 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
AIA Group Ltd | 12 | 12 | 0.67% | 1.27% | 1.83% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.14% | 0.31% | Q4 2016 | Q3 2019 | 12 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 12 |
Sterling Capital Management LLC | 10 | 2 | 0.02% | 0.06% | 0.18% | Q2 2015 | Q3 2019 | 12 |
Arabesque Asset Management Ltd | 5 | 1 | 0.09% | 0.50% | 1.28% | Q4 2018 | Q4 2022 | 12 |
Bank of Marin | 7 | 5 | 0.38% | 0.59% | 0.85% | Q4 2019 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 2.36% | 3.53% | 5.02% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.03% | 0.10% | 0.24% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.06% | 0.21% | 0.44% | Q4 2016 | Q3 2019 | 12 |
Tortoise Investment Management, LLC | 12 | 12 | 0.00% | 0.28% | 0.73% | Q4 2020 | Q3 2023 | 12 |
AustralianSuper Pty Ltd | 12 | 12 | 1.21% | 1.53% | 1.75% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.09% | 0.33% | 1.17% | Q4 2020 | Q3 2023 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 12 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 5 | 0.00% | 0.21% | 0.63% | Q2 2014 | Q2 2017 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
JT Stratford LLC | 12 | 12 | 0.09% | 0.50% | 1.02% | Q1 2019 | Q4 2021 | 12 |
Ironwood Financial, llc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Vantis Investment Advisers L.P. | 12 | 12 | 1.95% | 8.52% | 34.43% | Q1 2017 | Q4 2019 | 12 |
FIRST NATIONAL TRUST CO | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.11% | 0.36% | Q1 2017 | Q3 2023 | 12 |
REGENTATLANTIC CAPITAL LLC | 11 | 1 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q3 2022 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.29% | 0.38% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Willingdon Wealth Management | 11 | 11 | 0.07% | 0.09% | 0.14% | Q3 2017 | Q1 2020 | 11 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.08% | 0.36% | Q4 2015 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.14% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.07% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Avestar Capital, LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Lenox Wealth Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 11 |
TREMBLANT CAPITAL GROUP | 5 | 5 | 0.01% | 2.07% | 4.92% | Q1 2018 | Q3 2023 | 11 |
Prospera Financial Services Inc | 10 | 1 | 0.01% | 0.09% | 0.23% | Q3 2020 | Q3 2023 | 11 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.12% | 0.49% | 1.00% | Q2 2014 | Q1 2023 | 11 |
9258 Wealth Management, LLC | 8 | 1 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Advocacy Wealth Management Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 11 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.12% | 0.14% | 0.18% | Q1 2013 | Q3 2015 | 11 |
Brookfield Asset Management | 7 | 4 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q2 2023 | 11 |
People's United Financial, Inc. | 11 | 11 | 0.04% | 0.18% | 0.27% | Q3 2019 | Q1 2022 | 11 |
Diversified Trust Co | 7 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 11 |
Polar Capital Holdings Plc | 11 | 11 | 0.22% | 0.42% | 0.70% | Q1 2021 | Q3 2023 | 11 |
WESTWOOD MANAGEMENT CORP /IL/ | 11 | 11 | 0.04% | 0.59% | 3.11% | Q1 2017 | Q3 2019 | 11 |
Longview Partners (Guernsey) LTD | 11 | 11 | 1.07% | 3.96% | 4.97% | Q1 2015 | Q3 2017 | 11 |
SYNOVUS FINANCIAL CORP | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 11 |
Virtus Fund Advisers, LLC | 8 | 3 | 0.00% | 0.58% | 1.24% | Q2 2014 | Q4 2017 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 1.38% | 2.03% | 2.81% | Q1 2021 | Q3 2023 | 11 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.29% | 1.03% | Q3 2017 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 11 |
Waverton Investment Management Ltd | 8 | 1 | 0.03% | 0.06% | 0.19% | Q3 2013 | Q3 2019 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.18% | 0.23% | 0.43% | Q4 2017 | Q2 2020 | 11 |
JARISLOWSKY, FRASER Ltd | 11 | 11 | 0.00% | 0.16% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Worth Venture Partners, LLC | 11 | 11 | 0.16% | 0.88% | 1.26% | Q1 2021 | Q3 2023 | 11 |
Occidental Asset Management, LLC | 11 | 11 | 0.22% | 0.33% | 0.46% | Q4 2016 | Q2 2019 | 11 |
Pearl River Capital, LLC | 5 | 1 | 0.11% | 0.30% | 0.80% | Q4 2018 | Q4 2022 | 11 |
Pekin Hardy Strauss, Inc. | 10 | 1 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q4 2017 | 11 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 11 | 0.10% | 0.38% | 0.74% | Q1 2017 | Q3 2019 | 11 |
JAMES INVESTMENT RESEARCH INC | 5 | 2 | 0.01% | 0.18% | 0.80% | Q1 2018 | Q1 2023 | 11 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.16% | 0.64% | Q2 2013 | Q2 2018 | 11 |
Archer Investment Corp | 11 | 11 | 0.02% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Azimuth Capital Management LLC | 11 | 11 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q1 2022 | 11 |
NAVELLIER & ASSOCIATES INC | 6 | 5 | 0.04% | 0.46% | 1.57% | Q1 2016 | Q4 2019 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 3 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q4 2021 | 11 |
C WorldWide Group Holding A/S | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2020 | 11 |
Gideon Capital Advisors, Inc. | 6 | 1 | 0.15% | 0.31% | 0.44% | Q1 2014 | Q1 2019 | 11 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 7 | 2 | 0.12% | 0.23% | 0.51% | Q2 2015 | Q2 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 11 |
Annandale Capital, LLC | 11 | 11 | 0.53% | 1.07% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Pine River Capital Management L.P. | 10 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2016 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 1 | 0.00% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CrestPoint Capital Management, LLC | 9 | 2 | 0.40% | 0.77% | 1.01% | Q2 2014 | Q3 2017 | 11 |
Tweedy, Browne Co LLC | 11 | 11 | 0.24% | 0.45% | 0.83% | Q1 2021 | Q3 2023 | 11 |
MACRO Consulting Group | 11 | 11 | 1.04% | 1.33% | 1.71% | Q4 2018 | Q2 2021 | 11 |
Freedom Day Solutions, LLC | 11 | 11 | 0.25% | 0.44% | 0.56% | Q1 2021 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.16% | 3.91% | 7.96% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.08% | 0.24% | Q4 2016 | Q3 2023 | 11 |
Cypress Capital Management LLC (WY) | 11 | 11 | 0.12% | 0.72% | 1.41% | Q2 2017 | Q4 2019 | 11 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 11 | 11 | 1.11% | 2.85% | 4.31% | Q4 2018 | Q2 2021 | 11 |
Brinker Capital Investments, LLC | 9 | 2 | 0.00% | 0.14% | 0.31% | Q3 2019 | Q4 2022 | 11 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 6 | 4 | 0.33% | 0.99% | 1.58% | Q3 2018 | Q1 2021 | 10 |
Polaris Wealth Advisory Group, LLC | 6 | 1 | 0.04% | 0.75% | 1.89% | Q1 2019 | Q1 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Quantinno Capital Management LP | 6 | 4 | 0.05% | 0.15% | 0.37% | Q4 2019 | Q3 2023 | 10 |
TriaGen Wealth Management LLC | 10 | 10 | 0.87% | 1.06% | 1.38% | Q4 2020 | Q1 2023 | 10 |
Cognios Capital, LLC | 9 | 1 | 0.48% | 1.05% | 1.51% | Q2 2017 | Q1 2020 | 10 |
Machina Capital S.A.S. | 5 | 5 | 0.28% | 0.85% | 1.67% | Q4 2018 | Q2 2023 | 10 |
Cypress Capital Group | 10 | 10 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q1 2022 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.04% | 0.17% | 0.31% | Q2 2021 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Natixis Investment Managers International | 6 | 2 | 0.01% | 0.07% | 0.18% | Q2 2015 | Q2 2022 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Triple Frond Partners | 10 | 10 | 4.98% | 12.46% | 20.20% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.18% | 0.30% | 0.45% | Q2 2021 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q2 2023 | 10 |
Intellectus Partners, LLC | 7 | 3 | 0.00% | 0.10% | 0.20% | Q3 2018 | Q3 2021 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2019 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.02% | 0.11% | 0.24% | Q1 2021 | Q3 2023 | 10 |
Advisors Preferred, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2021 | 10 |
LOEWS CORP | 10 | 10 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q1 2022 | 10 |
Zweig-DiMenna Associates LLC | 9 | 1 | 0.56% | 1.37% | 2.32% | Q2 2016 | Q4 2018 | 10 |
Brookstone Capital Management | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2023 | 10 |
One Wealth Advisors, LLC | 7 | 1 | 0.09% | 0.17% | 0.33% | Q4 2017 | Q4 2022 | 10 |
State of Wyoming | 9 | 1 | 0.01% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.17% | 0.28% | 0.37% | Q2 2021 | Q3 2023 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.06% | 0.56% | 2.11% | Q1 2016 | Q2 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.30% | 1.41% | Q2 2013 | Q3 2020 | 10 |
EAGLE ASSET MANAGEMENT INC | 10 | 10 | 0.02% | 0.34% | 0.61% | Q2 2017 | Q3 2019 | 10 |
MARSHFIELD ASSOCIATES | 10 | 10 | 1.90% | 4.35% | 5.20% | Q2 2021 | Q3 2023 | 10 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 10 | 10 | 2.71% | 3.62% | 4.17% | Q2 2021 | Q3 2023 | 10 |
Syntal Capital Partners, LLC | 10 | 10 | 0.13% | 0.52% | 0.72% | Q4 2020 | Q1 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.14% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.05% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.07% | 0.17% | 0.24% | Q1 2020 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.10% | 0.23% | 0.41% | Q2 2016 | Q1 2023 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.04% | 0.13% | 0.32% | Q2 2015 | Q1 2020 | 10 |
Financial Strategies Group, Inc. | 10 | 10 | 0.20% | 0.49% | 1.10% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 10 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 10 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2015 | 10 |
361 CAPITAL LLC | 8 | 2 | 0.10% | 0.55% | 1.82% | Q4 2016 | Q4 2019 | 10 |
Qtron Investments LLC | 6 | 2 | 0.09% | 0.15% | 0.27% | Q2 2019 | Q3 2023 | 10 |
Wedgewood Partners | 10 | 10 | 0.08% | 3.07% | 3.90% | Q4 2020 | Q1 2023 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
GUARDIAN CAPITAL LP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
STRATEGY ASSET MANAGERS LLC | 6 | 2 | 0.06% | 0.30% | 0.65% | Q3 2018 | Q2 2023 | 10 |
WMS Partners, LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q2 2023 | 10 |
FENIMORE ASSET MANAGEMENT INC | 10 | 10 | 0.92% | 1.34% | 2.10% | Q2 2021 | Q3 2023 | 10 |
Integre Asset Management, LLC | 10 | 10 | 1.53% | 2.68% | 3.22% | Q3 2017 | Q4 2019 | 10 |
DENALI ADVISORS LLC | 8 | 2 | 0.05% | 0.37% | 1.25% | Q1 2014 | Q2 2022 | 10 |
PARADIGM ASSET MANAGEMENT CO LLC | 10 | 10 | 0.14% | 0.23% | 0.28% | Q4 2020 | Q1 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
AJO, LP | 9 | 1 | 0.00% | 0.04% | 0.21% | Q1 2017 | Q2 2020 | 10 |
Cumberland Partners Ltd | 9 | 1 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q1 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2015 | 10 |
Sustainable Insight Capital Management, LLC | 4 | 3 | 0.15% | 2.45% | 4.07% | Q4 2017 | Q1 2022 | 10 |
First National Bank of Mount Dora, Trust Investment Services | 10 | 10 | 0.50% | 1.26% | 1.70% | Q3 2021 | Q4 2023 | 10 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.07% | 0.15% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Quotient Investors, LLC | 9 | 9 | 0.36% | 0.43% | 0.56% | Q2 2013 | Q2 2015 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.13% | 0.40% | 0.71% | Q4 2017 | Q4 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Oldfield Partners LLP | 9 | 9 | 0.11% | 0.39% | 0.81% | Q1 2021 | Q1 2023 | 9 |
CAXTON ASSOCIATES LP | 7 | 2 | 0.01% | 0.06% | 0.11% | Q2 2017 | Q3 2019 | 9 |
Independent Advisor Alliance | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Capital International, Inc./CA/ | 5 | 4 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 9 |
Sepio Capital, LP | 9 | 9 | 0.33% | 0.49% | 0.62% | Q3 2021 | Q3 2023 | 9 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 9 |
SUMMITRY LLC | 9 | 9 | 0.22% | 0.32% | 0.40% | Q1 2021 | Q1 2023 | 9 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.03% | 0.14% | Q1 2015 | Q1 2019 | 9 |
RiverFront Investment Group, LLC | 8 | 1 | 0.24% | 0.39% | 0.52% | Q4 2008 | Q4 2020 | 9 |
West Family Investments, Inc. | 8 | 1 | 0.06% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 9 |
Schwab Charitable Fund | 9 | 9 | 0.03% | 0.10% | 0.19% | Q2 2019 | Q2 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 9 |
NICOLA WEALTH MANAGEMENT LTD. | 9 | 9 | 0.65% | 0.85% | 1.14% | Q3 2019 | Q3 2021 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 1.05% | 1.33% | 1.69% | Q4 2020 | Q4 2022 | 9 |
Itau Unibanco Holding S.A. | 8 | 1 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q1 2020 | 9 |
Empire Life Investments Inc. | 7 | 2 | 0.65% | 1.18% | 1.71% | Q2 2020 | Q3 2023 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
NewSquare Capital LLC | 5 | 4 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 6 | 3 | 0.02% | 0.06% | 0.17% | Q1 2018 | Q2 2022 | 9 |
TOEWS CORP /ADV | 4 | 1 | 0.07% | 0.37% | 0.86% | Q2 2016 | Q4 2022 | 9 |
Global Financial Private Capital, Inc | 5 | 4 | 0.02% | 0.14% | 0.26% | Q4 2017 | Q2 2020 | 9 |
Trek Financial, LLC | 7 | 1 | 0.04% | 0.07% | 0.08% | Q1 2019 | Q2 2023 | 9 |
Destiny Wealth Partners, LLC | 7 | 2 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 9 |
Princeton Alpha Management LP | 5 | 1 | 0.08% | 0.24% | 0.39% | Q2 2014 | Q1 2017 | 9 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
COLUMBUS CIRCLE INVESTORS | 9 | 9 | 0.16% | 0.35% | 0.50% | Q3 2017 | Q3 2019 | 9 |
Absolute Return Capital, LLC | 9 | 9 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q2 2015 | 9 |
Arlington Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CARLSON CAPITAL L P | 4 | 2 | 0.14% | 0.26% | 0.38% | Q2 2013 | Q2 2017 | 9 |
Orbis Allan Gray Ltd | 9 | 9 | 2.17% | 3.39% | 4.46% | Q3 2021 | Q3 2023 | 9 |
Mondrian Investment Partners LTD | 9 | 9 | 0.01% | 1.96% | 3.33% | Q1 2021 | Q1 2023 | 9 |
WESTWOOD HOLDINGS GROUP INC | 4 | 2 | 0.03% | 0.54% | 0.87% | Q2 2020 | Q3 2023 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.93% | 1.09% | 1.28% | Q3 2021 | Q3 2023 | 9 |
Concord Wealth Partners | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 4 | 1 | 0.10% | 0.51% | 1.16% | Q1 2019 | Q3 2023 | 9 |
ABRAMS BISON INVESTMENTS, LLC | 9 | 9 | 5.86% | 8.40% | 10.90% | Q3 2020 | Q3 2022 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.60% | 2.02% | 3.14% | Q3 2015 | Q3 2023 | 9 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.10% | 0.55% | 1.90% | Q3 2014 | Q1 2021 | 9 |
Grove Bank & Trust | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Aurora Investment Counsel | 9 | 9 | 0.96% | 1.23% | 1.37% | Q3 2020 | Q3 2022 | 9 |
Covington Capital Management | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Makaira Partners LLC | 9 | 9 | 1.44% | 11.18% | 14.50% | Q3 2021 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.73% | 0.87% | 1.13% | Q4 2021 | Q4 2023 | 9 |
Oakworth Capital, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.06% | 0.10% | 0.13% | Q4 2016 | Q4 2018 | 9 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 9 |
Crescent Grove Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Price Wealth, LLC | 6 | 3 | 0.00% | 0.12% | 0.53% | Q4 2017 | Q3 2020 | 9 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 9 | 0.46% | 0.66% | 0.76% | Q3 2018 | Q3 2020 | 9 |
RiverPark Advisors, LLC | 9 | 9 | 0.16% | 0.26% | 0.39% | Q4 2020 | Q4 2022 | 9 |
Madden Advisory Services, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
GAM SYSTEMATIC LLP | 6 | 3 | 0.15% | 0.29% | 0.53% | Q4 2014 | Q3 2017 | 9 |
CHURCHILL MANAGEMENT Corp | 9 | 9 | 0.11% | 0.21% | 0.35% | Q3 2017 | Q3 2019 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Clean Yield Group | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Fluent Financial, LLC | 9 | 9 | 0.36% | 1.19% | 1.98% | Q3 2021 | Q3 2023 | 9 |
6 Meridian | 6 | 3 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 9 |
Patten Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2017 | 9 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BADGLEY PHELPS & BELL INC | 8 | 8 | 0.43% | 0.51% | 0.56% | Q1 2019 | Q4 2020 | 8 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2020 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.21% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.22% | 0.47% | 0.67% | Q4 2021 | Q3 2023 | 8 |
PB INVESTMENT PARTNERS, L.P. | 8 | 8 | 9.32% | 13.29% | 14.84% | Q4 2021 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.93% | 1.00% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.11% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.16% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.37% | 0.47% | 0.72% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.45% | 0.54% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Soros Fund Management | 8 | 8 | 0.11% | 0.15% | 0.25% | Q1 2018 | Q4 2019 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.05% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
DUNCKER STREETT & CO INC | 8 | 8 | 0.09% | 0.13% | 0.22% | Q4 2017 | Q3 2019 | 8 |
HBK Sorce Advisory LLC | 5 | 3 | 0.01% | 0.06% | 0.09% | Q3 2013 | Q3 2023 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.01% | 0.06% | 0.39% | Q1 2018 | Q4 2019 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.09% | 0.10% | 0.14% | Q4 2013 | Q3 2015 | 8 |
Lomas Capital Management, LLC | 6 | 2 | 2.63% | 5.06% | 8.58% | Q2 2016 | Q2 2020 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.19% | 0.41% | 1.15% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.15% | 0.60% | Q2 2013 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 4 | 2 | 2.05% | 4.38% | 8.57% | Q1 2017 | Q2 2022 | 8 |
ALPHA WINDWARD LLC | 4 | 4 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2020 | 8 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q2 2023 | 8 |
LVW Advisors, LLC | 7 | 1 | 0.08% | 0.14% | 0.18% | Q4 2019 | Q1 2023 | 8 |
Matarin Capital Management, LLC | 7 | 1 | 0.15% | 0.48% | 0.76% | Q2 2013 | Q4 2020 | 8 |
TUCKER ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Santa Fe Partners LLC | 7 | 1 | 0.07% | 0.31% | 0.51% | Q2 2013 | Q4 2015 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.25% | 0.37% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Formidable Asset Management, LLC | 7 | 1 | 0.15% | 0.22% | 0.39% | Q1 2019 | Q1 2023 | 8 |
DAVIS SELECTED ADVISERS | 5 | 3 | 0.00% | 1.09% | 2.36% | Q2 2013 | Q4 2015 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.79% | 1.11% | 1.30% | Q4 2021 | Q3 2023 | 8 |
FJ Capital Management LLC | 8 | 8 | 0.08% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Salient Capital Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
BALASA DINVERNO & FOLTZ LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
B & T Capital Management DBA Alpha Capital Management | 8 | 8 | 0.53% | 0.61% | 0.69% | Q3 2017 | Q2 2019 | 8 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.10% | 0.29% | Q1 2016 | Q2 2022 | 8 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.12% | 0.34% | Q3 2020 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.74% | 0.99% | 1.19% | Q4 2021 | Q3 2023 | 8 |
SkyView Investment Advisors, LLC | 8 | 8 | 0.06% | 0.14% | 0.38% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 2 | 0.10% | 0.30% | 0.78% | Q1 2018 | Q1 2021 | 8 |
DALTON GREINER HARTMAN MAHER & CO | 8 | 8 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q4 2020 | 8 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.02% | 0.56% | 0.95% | Q1 2017 | Q2 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
CORNERSTONE ADVISORS INC | 5 | 1 | 0.00% | 0.16% | 0.32% | Q2 2016 | Q4 2021 | 8 |
RAINIER INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.17% | 0.98% | 1.69% | Q1 2016 | Q4 2017 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q3 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
CULLINAN ASSOCIATES INC | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.16% | 0.31% | 0.48% | Q4 2019 | Q3 2021 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.07% | 0.30% | 0.52% | Q4 2020 | Q1 2023 | 8 |
Blooom, Inc. | 8 | 8 | 1.34% | 2.04% | 4.25% | Q4 2020 | Q3 2022 | 8 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.00% | 0.21% | 0.32% | Q1 2019 | Q4 2020 | 8 |
Calvert Investment Management, Inc. | 5 | 3 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q4 2016 | 8 |
Gardiner Nancy B | 8 | 8 | 1.00% | 1.17% | 1.31% | Q3 2018 | Q2 2020 | 8 |
Daiwa SB Investments Ltd. | 5 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Verdad Advisers, LP | 8 | 8 | 1.12% | 2.89% | 5.07% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 6 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Horizon Kinetics | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.21% | 0.27% | 0.48% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.06% | 0.23% | Q3 2021 | Q2 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.01% | 0.11% | 0.42% | Q4 2019 | Q2 2023 | 8 |
Summit Trail Advisors, LLC | 5 | 1 | 0.01% | 0.11% | 0.39% | Q4 2017 | Q3 2023 | 8 |
Ridgewood Investments LLC | 8 | 8 | 0.08% | 0.21% | 0.32% | Q3 2021 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.57% | 1.24% | Q4 2021 | Q3 2023 | 8 |
CARILLON TOWER ADVISERS, INC. | 8 | 8 | 0.05% | 0.40% | 0.60% | Q4 2017 | Q3 2019 | 8 |
PCJ Investment Counsel Ltd. | 4 | 1 | 0.18% | 0.62% | 1.41% | Q4 2018 | Q4 2022 | 8 |
CLEAR STREET MARKETS LLC | 7 | 7 | 0.01% | 0.03% | 0.14% | Q4 2021 | Q2 2023 | 8 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q2 2022 | 8 |
Voya Financial Advisors, Inc. | 5 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 8 |
CNA FINANCIAL CORP | 8 | 8 | 1.07% | 1.90% | 3.70% | Q4 2019 | Q3 2021 | 8 |
AlphaCentric Advisors LLC | 4 | 4 | 0.03% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Insight Wealth Strategies, LLC | 7 | 1 | 0.10% | 0.19% | 0.31% | Q3 2019 | Q3 2022 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.85% | 1.24% | 1.49% | Q4 2021 | Q3 2023 | 8 |
CANANDAIGUA NATIONAL CORP | 8 | 8 | 0.12% | 0.23% | 0.29% | Q1 2021 | Q4 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 7 |
MEANS INVESTMENT CO., INC. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.07% | 0.15% | Q4 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.15% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Highstreet Asset Management Inc. | 4 | 3 | 0.00% | 0.57% | 2.01% | Q2 2017 | Q4 2019 | 7 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 2 | 0.82% | 1.00% | 1.16% | Q1 2018 | Q3 2020 | 7 |
Bernardo Wealth Planning LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Crewe Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Avalon Investment & Advisory | 6 | 1 | 0.01% | 0.30% | 0.37% | Q3 2018 | Q1 2023 | 7 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.22% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Beaumont Financial Partners, LLC | 7 | 7 | 0.08% | 0.45% | 0.75% | Q2 2020 | Q4 2021 | 7 |
Perpetual Investment Management Ltd | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Neo Ivy Capital Management | 4 | 1 | 0.03% | 0.42% | 0.80% | Q4 2018 | Q2 2022 | 7 |
Atom Investors LP | 2 | 1 | 0.01% | 0.10% | 0.20% | Q2 2020 | Q3 2023 | 7 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.10% | 0.46% | 1.06% | Q3 2015 | Q3 2019 | 7 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
GHE, LLC | 7 | 7 | 1.11% | 2.60% | 3.51% | Q1 2022 | Q3 2023 | 7 |
Hudson Bay Capital Management LP | 3 | 1 | 0.06% | 0.12% | 0.26% | Q3 2017 | Q1 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Lee Financial Co | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 7 |
Palisades Hudson Asset Management, L.P. | 7 | 7 | 0.13% | 0.15% | 0.18% | Q2 2017 | Q4 2018 | 7 |
Contrarius Investment Management Ltd | 7 | 7 | 0.08% | 0.51% | 0.85% | Q2 2021 | Q4 2022 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.25% | 0.37% | 0.50% | Q2 2020 | Q4 2021 | 7 |
CENTAURUS FINANCIAL, INC. | 4 | 3 | 0.11% | 0.18% | 0.30% | Q1 2018 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.02% | 0.10% | 0.16% | Q2 2016 | Q1 2022 | 7 |
Cambria Investment Management, L.P. | 6 | 1 | 0.01% | 0.08% | 0.14% | Q3 2015 | Q2 2019 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.89% | 1.41% | 1.73% | Q1 2022 | Q3 2023 | 7 |
DC Investments Management, LLC | 7 | 7 | 0.12% | 0.20% | 0.32% | Q4 2018 | Q2 2020 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Claro Advisors LLC | 5 | 1 | 0.05% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 1.42% | 1.54% | 1.63% | Q2 2022 | Q4 2023 | 7 |
Integrated Wealth Concepts LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Raub Brock Capital Management LP | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Bollard Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Heartland Bank & Trust Co | 4 | 3 | 0.49% | 0.61% | 0.74% | Q4 2020 | Q3 2023 | 7 |
Fiduciary Group LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Simmons Bank | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 7 |
Fairbanks Capital Management, Inc. | 7 | 7 | 0.63% | 1.11% | 1.42% | Q4 2021 | Q2 2023 | 7 |
Wealth Advisory Solutions, LLC | 4 | 1 | 0.00% | 0.10% | 0.34% | Q2 2020 | Q2 2022 | 7 |
Greystone Managed Investments Inc. | 7 | 7 | 0.28% | 0.53% | 0.64% | Q1 2018 | Q3 2019 | 7 |
Aristotle Capital Management, LLC | 7 | 7 | 0.00% | 0.86% | 1.33% | Q2 2013 | Q4 2014 | 7 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 3 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q1 2015 | 7 |
Wakefield Asset Management LLLP | 5 | 2 | 1.02% | 1.33% | 1.79% | Q3 2018 | Q3 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Centerpoint Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BESSEMER SECURITIES LLC | 6 | 1 | 0.06% | 0.10% | 0.18% | Q3 2015 | Q1 2020 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q2 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.08% | 0.13% | Q2 2017 | Q3 2019 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.82% | 0.97% | 1.04% | Q1 2022 | Q3 2023 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.00% | 0.89% | 1.58% | Q4 2014 | Q2 2016 | 7 |
PEOPLES BANK /OH | 4 | 1 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q1 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Wedmont Private Capital | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Riverview Trust Co | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 7 |
SECURITY NATIONAL TRUST CO | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Tourbillon Capital Partners, L.P. | 4 | 4 | 0.12% | 1.16% | 2.44% | Q2 2015 | Q1 2016 | 7 |
Laird Norton Wetherby Trust Company, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
NorthCrest Asset Manangement, LLC | 6 | 1 | 0.02% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Senator Investment Group LP | 4 | 2 | 1.19% | 2.29% | 4.22% | Q4 2021 | Q3 2023 | 6 |
Origin Asset Management LLP | 5 | 1 | 0.59% | 1.38% | 1.89% | Q3 2015 | Q3 2019 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
COUNTRY TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 6 |
MONETTA FINANCIAL SERVICES INC | 6 | 6 | 0.43% | 1.00% | 1.26% | Q1 2015 | Q2 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
OPSEU Pension Plan Trust Fund | 5 | 1 | 0.10% | 0.27% | 0.38% | Q1 2020 | Q3 2022 | 6 |
NorthRock Partners, LLC | 6 | 6 | 0.02% | 0.08% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 5 | 1 | 0.01% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Newfound Research LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.24% | 0.36% | 0.46% | Q4 2021 | Q1 2023 | 6 |
Te Ahumairangi Investment Management Ltd | 6 | 6 | 0.07% | 0.46% | 0.69% | Q3 2020 | Q4 2021 | 6 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.72% | 1.00% | Q2 2019 | Q2 2023 | 6 |
First National Bank of Hutchinson | 6 | 6 | 0.13% | 0.19% | 0.23% | Q4 2018 | Q1 2020 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
NORRIS PERNE & FRENCH LLP/MI | 6 | 6 | 0.02% | 0.57% | 0.89% | Q1 2021 | Q2 2022 | 6 |
EverPoint Asset Management, LLC | 4 | 1 | 0.06% | 0.19% | 0.34% | Q3 2014 | Q4 2016 | 6 |
SteelPeak Wealth, LLC | 3 | 1 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q1 2023 | 6 |
First Bank & Trust | 3 | 1 | 0.00% | 0.11% | 0.36% | Q2 2019 | Q3 2023 | 6 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2020 | 6 |
RWC Asset Management LLP | 6 | 6 | 0.56% | 0.97% | 1.35% | Q4 2021 | Q1 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 6 |
OPTIMUM INVESTMENT ADVISORS | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Private Harbour Investment Management & Counsel, LLC | 5 | 1 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q4 2015 | 6 |
HighVista Strategies LLC | 3 | 3 | 0.07% | 0.18% | 0.30% | Q4 2015 | Q4 2017 | 6 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.00% | 0.06% | 0.10% | Q3 2015 | Q1 2021 | 6 |
KOPP INVESTMENT ADVISORS LLC | 6 | 6 | 0.19% | 0.24% | 0.30% | Q4 2017 | Q1 2019 | 6 |
Dynamic Capital Management Ltd | 2 | 1 | 0.09% | 0.36% | 1.24% | Q4 2013 | Q2 2019 | 6 |
SPRING CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.13% | 0.18% | 0.22% | Q3 2016 | Q4 2017 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.45% | 0.82% | 1.32% | Q4 2022 | Q2 2023 | 6 |
Systematic Alpha Investments, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Schooner Investment Group, LLC. | 4 | 2 | 0.10% | 0.38% | 0.91% | Q4 2013 | Q4 2015 | 6 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 2 | 0.05% | 0.10% | 0.15% | Q3 2019 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.09% | 0.20% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 1 | 1 | 0.05% | 0.48% | 0.94% | Q2 2019 | Q3 2023 | 6 |
Wambolt & Associates, LLC | 6 | 6 | 0.09% | 0.22% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Calamos Wealth Management LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 6 |
Dorsey Wright & Associates | 4 | 2 | 0.28% | 0.34% | 0.40% | Q3 2017 | Q3 2020 | 6 |
MEMBERS CAPITAL ADVISORS INC | 6 | 6 | 0.78% | 1.20% | 1.70% | Q2 2021 | Q3 2022 | 6 |
FACTORY MUTUAL INSURANCE CO | 6 | 6 | 0.17% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
QVR LLC | 2 | 2 | 0.00% | 0.05% | 0.11% | Q3 2022 | Q4 2022 | 6 |
PARK NATIONAL CORP /OH/ | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2022 | 6 |
Ruane, Cunniff & Goldfarb L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 6 |
Legacy Advisors, LLC | 3 | 1 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 6 |
Bank of Kentucky, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
Canton Hathaway, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIRST FOUNDATION ADVISORS | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
ARBOR TRUST WEALTH ADVISORS, LLC | 5 | 1 | 0.13% | 0.19% | 0.23% | Q4 2019 | Q1 2022 | 6 |
WealthShield Partners, LLC | 5 | 1 | 0.01% | 0.06% | 0.11% | Q2 2020 | Q4 2021 | 6 |
Monument Capital Management | 6 | 6 | 0.11% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 6 |
EHP Funds Inc. | 6 | 6 | 0.15% | 0.64% | 0.80% | Q1 2022 | Q2 2023 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 6 |
Strategic Investment Advisors / MI | 4 | 2 | 0.04% | 0.24% | 0.43% | Q3 2020 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Beck Bode, LLC | 5 | 1 | 0.01% | 1.22% | 1.59% | Q4 2018 | Q3 2020 | 6 |
TCF National Bank | 3 | 3 | 0.05% | 0.10% | 0.15% | Q3 2019 | Q1 2021 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.03% | 1.59% | 3.06% | Q4 2018 | Q2 2020 | 6 |
ANALYTIC INVESTORS, LLC | 4 | 2 | 0.01% | 0.04% | 0.14% | Q2 2014 | Q3 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.20% | 0.37% | 0.49% | Q4 2019 | Q3 2021 | 6 |
Ativo Capital Management LLC | 3 | 3 | 0.12% | 0.21% | 0.35% | Q4 2018 | Q2 2021 | 6 |
STRALEM & CO INC | 6 | 6 | 2.56% | 2.89% | 3.27% | Q1 2019 | Q2 2020 | 6 |
MIROVA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.17% | 0.29% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.21% | 0.23% | 0.24% | Q3 2022 | Q4 2023 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.08% | 1.85% | 9.01% | Q1 2018 | Q1 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BAMCO INC /NY/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.32% | 0.54% | Q4 2018 | Q3 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2021 | 6 |
KLINGENSTEIN FIELDS & CO LP | 6 | 6 | 0.09% | 0.11% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Gardner Russo & Gardner | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Pegasus Partners Ltd. | 5 | 1 | 0.04% | 0.41% | 0.62% | Q3 2018 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.22% | 0.63% | Q4 2019 | Q2 2023 | 6 |
SYCOMORE ASSET MANAGEMENT | 4 | 1 | 0.08% | 1.04% | 1.64% | Q4 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.01% | 0.16% | 0.34% | Q4 2019 | Q2 2022 | 5 |
Astoria Portfolio Advisors LLC. | 4 | 1 | 0.13% | 0.18% | 0.24% | Q4 2021 | Q1 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.96% | 1.08% | 1.24% | Q3 2017 | Q3 2018 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.26% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Cerebellum GP, LLC | 2 | 1 | 0.28% | 0.29% | 0.30% | Q2 2018 | Q3 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Rather & Kittrell, Inc. | 4 | 1 | 0.01% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Signition LP | 5 | 5 | 0.12% | 0.48% | 0.70% | Q4 2017 | Q4 2018 | 5 |
DE BURLO GROUP INC | 5 | 5 | 0.78% | 1.56% | 2.38% | Q3 2018 | Q3 2019 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
HOLDERNESS INVESTMENTS CO | 3 | 1 | 0.08% | 0.11% | 0.12% | Q3 2018 | Q1 2023 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 5 |
SHAPIRO ROBERT N | 3 | 2 | 0.02% | 0.22% | 0.38% | Q2 2013 | Q4 2014 | 5 |
UBS OCONNOR LLC | 4 | 1 | 0.24% | 0.53% | 0.77% | Q2 2015 | Q4 2016 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.13% | 0.37% | Q2 2022 | Q3 2023 | 5 |
STEPH & CO | 5 | 5 | 0.11% | 0.15% | 0.19% | Q4 2019 | Q4 2020 | 5 |
Aubrey Capital Management Ltd | 5 | 5 | 1.34% | 1.75% | 2.12% | Q3 2022 | Q3 2023 | 5 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.11% | 0.25% | Q4 2015 | Q4 2019 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 5 |
MENDON CAPITAL ADVISORS CORP | 4 | 1 | 0.26% | 0.33% | 0.47% | Q4 2016 | Q3 2019 | 5 |
Cooper Financial Group | 5 | 5 | 0.09% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Junto Capital Management LP | 4 | 1 | 1.16% | 2.35% | 3.54% | Q2 2022 | Q3 2023 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.23% | 0.45% | 0.70% | Q3 2018 | Q3 2019 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q4 2023 | 5 |
ALLEGHANY CORP /DE | 5 | 5 | 0.42% | 0.58% | 0.79% | Q3 2021 | Q3 2022 | 5 |
WIN ADVISORS, INC | 4 | 1 | 0.00% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Sompo Asset Management Co., Ltd. | 5 | 5 | 0.17% | 0.20% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Altus Capital Inc. | 5 | 5 | 1.86% | 6.88% | 11.66% | Q2 2013 | Q2 2014 | 5 |
XTX Topco Ltd | 2 | 1 | 0.17% | 0.31% | 0.61% | Q2 2021 | Q3 2023 | 5 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2022 | 5 |
Tacita Capital Inc | 5 | 5 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Sabal Trust CO | 5 | 5 | 0.09% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
HARBOR CAPITAL ADVISORS, INC. | 5 | 5 | 0.61% | 0.80% | 1.28% | Q4 2022 | Q4 2023 | 5 |
Vantage Investment Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 5 |
StoneX Group Inc. | 4 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 5 |
KANALY TRUST CO | 5 | 5 | 0.16% | 0.19% | 0.24% | Q4 2013 | Q4 2014 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 2 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q1 2018 | 5 |
MENTA CAPITAL LLC | 1 | 1 | 0.04% | 0.26% | 0.85% | Q3 2013 | Q3 2018 | 5 |
Van Hulzen Asset Management, LLC | 3 | 2 | 0.03% | 0.62% | 1.14% | Q3 2020 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2019 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.01% | 0.30% | 0.75% | Q1 2022 | Q3 2023 | 5 |
NEW YORK LIFE TRUST CO | 3 | 1 | 0.07% | 0.19% | 0.38% | Q3 2013 | Q2 2016 | 5 |
MANNING & NAPIER ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.15% | 0.46% | 1.08% | Q4 2018 | Q3 2022 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.18% | 0.51% | 1.00% | Q1 2016 | Q3 2020 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Capital International Investors | 5 | 5 | 0.07% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ASB Consultores, LLC | 3 | 2 | 0.09% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 5 |
TT INTERNATIONAL | 4 | 1 | 0.56% | 0.90% | 1.06% | Q1 2019 | Q3 2020 | 5 |
IMPAX ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
Visium Asset Management, LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2015 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
Sturgeon Ventures LLP | 3 | 2 | 0.03% | 0.81% | 2.38% | Q2 2019 | Q3 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
SAMLYN CAPITAL, LLC | 5 | 5 | 0.92% | 1.18% | 1.52% | Q4 2016 | Q4 2017 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.29% | 0.50% | 0.84% | Q3 2019 | Q3 2020 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 5 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q2 2014 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 5 | 5 | 0.27% | 0.34% | 0.43% | Q2 2022 | Q2 2023 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.76% | 0.84% | 0.91% | Q3 2022 | Q3 2023 | 5 |
Sage Mountain Advisors LLC | 3 | 2 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q2 2023 | 5 |
EP Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.04% | 0.17% | Q1 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.00% | 0.78% | 3.64% | Q4 2019 | Q4 2022 | 5 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 5 |
Interchange Capital Partners, LLC | 3 | 1 | 0.09% | 0.20% | 0.28% | Q4 2020 | Q1 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Weiss Asset Management LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.07% | 0.17% | Q3 2020 | Q2 2023 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Rikoon Group, LLC | 5 | 5 | 0.08% | 0.14% | 0.17% | Q1 2020 | Q1 2021 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.30% | 0.52% | 0.68% | Q4 2020 | Q4 2021 | 5 |
LRT Capital Management, LLC | 5 | 5 | 1.88% | 2.62% | 3.18% | Q4 2021 | Q4 2022 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 5 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2020 | 4 |
Leucadia National | 1 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q2 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.22% | 0.25% | 0.30% | Q2 2013 | Q1 2014 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Counsel Portfolio Services Inc. | 4 | 4 | 0.16% | 0.18% | 0.22% | Q3 2015 | Q2 2016 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.05% | 0.16% | Q2 2023 | Q3 2023 | 4 |
Kepos Capital LP | 2 | 1 | 0.24% | 0.32% | 0.47% | Q1 2018 | Q2 2019 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2018 | Q3 2019 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
Jump Trading, LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 4 |
Capital Returns Management, LLC | 4 | 4 | 2.62% | 4.01% | 5.88% | Q1 2017 | Q4 2017 | 4 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.19% | 0.75% | 2.23% | Q2 2020 | Q2 2021 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
L & S Advisors Inc | 2 | 2 | 0.32% | 0.60% | 0.89% | Q1 2019 | Q2 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
Gladius Capital Management LP | 3 | 1 | 0.01% | 0.29% | 1.09% | Q3 2017 | Q2 2022 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
First Houston Capital, Inc. | 4 | 4 | 2.01% | 2.35% | 2.77% | Q3 2015 | Q2 2016 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 4 |
TMD & ASSOCIATES, INC | 4 | 4 | 0.27% | 0.29% | 0.30% | Q3 2018 | Q2 2019 | 4 |
Liontrust Investment Partners LLP | 4 | 4 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Kemnay Advisory Services Inc. | 3 | 1 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q2 2021 | 4 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 4 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2023 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.40% | 0.42% | 0.44% | Q1 2018 | Q4 2018 | 4 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q4 2014 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Egerton Capital (UK) LLP | 4 | 4 | 0.59% | 1.23% | 1.69% | Q1 2020 | Q4 2020 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
JACOBS ASSET MANAGEMENT, LLC | 3 | 1 | 0.95% | 2.27% | 3.80% | Q3 2022 | Q3 2023 | 4 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Coronation Fund Managers Ltd. | 2 | 2 | 0.01% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 4 |
BRC Investment Management LLC | 3 | 1 | 0.11% | 1.61% | 3.33% | Q1 2015 | Q1 2016 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.04% | 1.11% | 1.24% | Q1 2017 | Q4 2017 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 0.79% | 0.96% | 1.06% | Q1 2018 | Q4 2018 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.29% | 0.54% | Q2 2014 | Q1 2015 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.36% | 0.42% | 0.49% | Q4 2019 | Q3 2020 | 4 |
Scott & Selber, Inc. | 4 | 4 | 1.10% | 1.18% | 1.26% | Q4 2018 | Q3 2019 | 4 |
BOSTON FAMILY OFFICE LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Pensionfund DSM Netherlands | 2 | 2 | 0.10% | 0.33% | 0.58% | Q2 2017 | Q4 2021 | 4 |
Teamwork Financial Advisors, LLC | 2 | 1 | 0.16% | 0.29% | 0.50% | Q4 2019 | Q2 2023 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q1 2023 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2022 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.18% | 0.55% | Q2 2015 | Q2 2019 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 4 | 4 | 2.86% | 2.98% | 3.24% | Q1 2014 | Q4 2014 | 4 |
ZWEIG ADVISERS LLC | 4 | 4 | 1.90% | 1.95% | 2.02% | Q2 2015 | Q1 2016 | 4 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q4 2022 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Invictus RG | 3 | 1 | 0.20% | 0.29% | 0.34% | Q1 2017 | Q2 2018 | 4 |
Highland Private Wealth Management | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
LOEB PARTNERS CORP | 4 | 4 | 0.10% | 0.70% | 0.95% | Q3 2017 | Q2 2018 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q3 2019 | 4 |
Kinsale Capital Group, Inc. | 4 | 4 | 0.36% | 0.91% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.40% | 0.78% | Q4 2022 | Q3 2023 | 4 |
AXIOM INVESTORS LLC /DE | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.56% | 0.65% | 0.76% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.47% | 0.54% | 0.63% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.40% | 0.45% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Robinson Value Management, Ltd. | 3 | 1 | 0.01% | 1.18% | 1.68% | Q4 2016 | Q2 2018 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 1.03% | 2.17% | 3.38% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.12% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.72% | 1.70% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 1 | 0.14% | 0.31% | 0.43% | Q1 2017 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.21% | 0.26% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.49% | 0.59% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.48% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Synergy Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.78% | 0.85% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.28% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.08% | 0.32% | 0.50% | Q2 2021 | Q1 2023 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Baugh & Associates, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.21% | 0.27% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Capital International Sarl | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.16% | 0.48% | 0.65% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.44% | 0.48% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.68% | 0.90% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 4 |
Carroll Investors, Inc | 3 | 1 | 0.38% | 1.09% | 1.54% | Q3 2022 | Q3 2023 | 4 |
Mountain Road Advisors, LLC | 4 | 4 | 1.84% | 4.05% | 5.73% | Q4 2019 | Q3 2020 | 4 |
Settian Capital LP | 4 | 4 | 1.59% | 1.73% | 1.89% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Capitolis Advisors LLC | 3 | 1 | 0.16% | 0.31% | 0.47% | Q4 2020 | Q4 2021 | 4 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 4 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 4 |
James Reed Financial Services, Inc. | 4 | 4 | 0.37% | 0.53% | 0.66% | Q4 2021 | Q3 2022 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
LBP AM SA | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CM WEALTH ADVISORS LLC | 3 | 1 | 0.60% | 0.64% | 0.70% | Q2 2022 | Q3 2023 | 4 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 4 | 4 | 0.16% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.14% | 1.38% | 1.60% | Q4 2021 | Q3 2022 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 0.98% | 1.19% | 1.30% | Q4 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.79% | 0.89% | 1.01% | Q3 2018 | Q2 2019 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Quilter Plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q4 2023 | 4 |
Highview Capital Management LLC/DE/ | 4 | 4 | 0.73% | 0.79% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Cinctive Capital Management LP | 3 | 1 | 0.06% | 0.21% | 0.42% | Q4 2020 | Q4 2022 | 4 |
ShankerValleau Wealth Advisors, Inc. | 4 | 4 | 0.58% | 0.63% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MONROE BANK & TRUST/MI | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
HOEY INVESTMENTS, INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.33% | 1.72% | 2.37% | Q1 2019 | Q4 2019 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Richard P Slaughter Associates Inc | 4 | 4 | 0.76% | 0.77% | 0.81% | Q1 2021 | Q4 2021 | 4 |
NZS Capital, LLC | 4 | 4 | 1.77% | 2.01% | 2.25% | Q4 2022 | Q3 2023 | 4 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q1 2017 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.63% | 0.76% | 0.90% | Q1 2021 | Q4 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
44 WEALTH MANAGEMENT LLC | 2 | 1 | 0.08% | 0.40% | 0.77% | Q4 2020 | Q1 2022 | 4 |
Berkshire Bank | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2020 | Q2 2021 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Humankind Investments LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.11% | 0.17% | 0.21% | Q1 2021 | Q4 2021 | 4 |
Nikko Asset Management Americas, Inc. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q4 2017 | 4 |
AXS Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q4 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.14% | 0.21% | 0.25% | Q3 2022 | Q2 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
QVIDTVM Management LLC | 3 | 3 | 1.42% | 9.00% | 16.27% | Q4 2021 | Q2 2022 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JSF Financial, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2020 | Q2 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.52% | 0.91% | Q4 2018 | Q2 2021 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.51% | 0.71% | 1.04% | Q3 2019 | Q1 2020 | 3 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q2 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.18% | 0.30% | 0.49% | Q4 2022 | Q2 2023 | 3 |
James Hambro & Partners | 3 | 3 | 1.02% | 3.25% | 4.62% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.27% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.11% | 0.18% | 0.31% | Q2 2018 | Q3 2020 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.09% | 0.46% | 1.11% | Q2 2021 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2018 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 1.31% | 2.32% | 3.91% | Q1 2022 | Q3 2022 | 3 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BFSG, LLC | 1 | 1 | 0.13% | 0.17% | 0.19% | Q4 2017 | Q1 2019 | 3 |
GLG INC. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Donoghue Forlines LLC | 1 | 1 | 0.02% | 0.22% | 0.37% | Q2 2017 | Q3 2020 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.44% | 0.57% | 0.64% | Q4 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.41% | 0.51% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Flaharty Asset Management, LLC | 3 | 3 | 0.10% | 0.18% | 0.24% | Q1 2018 | Q3 2018 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.37% | 0.42% | 0.48% | Q1 2023 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
TT International Asset Management LTD | 2 | 1 | 0.42% | 0.80% | 1.18% | Q1 2020 | Q4 2020 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.07% | 0.10% | 0.15% | Q4 2014 | Q2 2015 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Meritage Group LP | 2 | 1 | 0.01% | 4.33% | 6.59% | Q3 2022 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.11% | 0.15% | 0.19% | Q2 2018 | Q4 2018 | 3 |
EMINENCE CAPITAL, LP | 2 | 1 | 0.94% | 1.57% | 1.97% | Q4 2019 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Knights of Columbus Asset Advisors LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Castle Hook Partners LP | 3 | 3 | 0.67% | 1.47% | 2.75% | Q4 2022 | Q2 2023 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q4 2013 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.01% | 0.08% | 0.14% | Q1 2018 | Q2 2023 | 3 |
ST GERMAIN D J CO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
One Tusk Investment Partners LP | 3 | 3 | 7.86% | 8.77% | 9.97% | Q1 2019 | Q3 2019 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
EdgePoint Investment Group Inc. | 3 | 3 | 0.50% | 1.79% | 2.54% | Q2 2013 | Q4 2013 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.55% | 0.59% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Manitou Investment Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Genesee Capital Advisors, LLC | 3 | 3 | 1.45% | 1.66% | 1.79% | Q3 2019 | Q1 2020 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Perpetual Ltd | 3 | 3 | 0.67% | 0.81% | 0.92% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.07% | 0.09% | Q4 2016 | Q1 2023 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.21% | 0.29% | 0.40% | Q4 2021 | Q2 2022 | 3 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.04% | 0.15% | 0.36% | Q1 2016 | Q3 2019 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.24% | 0.36% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Intersect Capital LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q2 2022 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Gleason Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HST Ventures, LLC | 3 | 3 | 0.84% | 1.90% | 3.58% | Q4 2022 | Q2 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.04% | 0.09% | 0.16% | Q4 2017 | Q4 2018 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 2 | 1 | 0.14% | 0.15% | 0.18% | Q3 2022 | Q2 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.53% | 0.56% | 0.59% | Q2 2013 | Q4 2013 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q2 2017 | 3 |
Ada Investment Management, LP | 3 | 3 | 0.24% | 0.34% | 0.49% | Q2 2015 | Q4 2015 | 3 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.30% | 0.86% | Q4 2015 | Q3 2023 | 3 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2023 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q2 2019 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BTC Capital Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Li Winifred I | 3 | 3 | 0.60% | 0.69% | 0.82% | Q2 2014 | Q4 2014 | 3 |
BOK Financial Private Wealth, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.18% | 0.21% | 0.24% | Q1 2017 | Q4 2018 | 3 |
Covenant Multifamily Offices, LLC | 3 | 3 | 0.26% | 0.49% | 0.70% | Q1 2018 | Q3 2018 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bowling Portfolio Management LLC | 3 | 3 | 0.57% | 0.60% | 0.62% | Q3 2018 | Q1 2019 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.04% | 0.10% | 0.16% | Q4 2013 | Q2 2014 | 3 |
Moreno Evelyn V | 3 | 3 | 0.14% | 0.18% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Trust Investment Advisors | 2 | 1 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q1 2023 | 3 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q4 2019 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q3 2019 | Q1 2021 | 3 |
Grandmaster Capital Management LLC | 3 | 3 | 6.32% | 6.83% | 7.68% | Q3 2014 | Q1 2015 | 3 |
ACG Wealth | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q2 2022 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q3 2013 | Q4 2015 | 3 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Airain ltd | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q2 2016 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q2 2022 | Q4 2022 | 3 |
OAKMONT Corp | 3 | 3 | 2.97% | 4.19% | 4.84% | Q1 2019 | Q3 2019 | 3 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.31% | 0.47% | Q1 2017 | Q4 2017 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.34% | 0.53% | Q2 2017 | Q3 2019 | 3 |
Ellsworth Advisors, LLC | 2 | 1 | 1.19% | 1.30% | 1.38% | Q2 2020 | Q1 2021 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.19% | 0.36% | 0.50% | Q3 2013 | Q1 2014 | 3 |
Gilman Hill Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2018 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
WealthStone, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q1 2021 | 3 |
Keel Point, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Visionary Asset Management, Inc. | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q4 2018 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Golden State Equity Partners | 2 | 1 | 0.15% | 0.17% | 0.21% | Q4 2021 | Q1 2023 | 3 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 3 |
American Assets Investment Management, LLC | 3 | 3 | 0.10% | 0.21% | 0.29% | Q2 2013 | Q4 2013 | 3 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 2 | 1 | 0.23% | 0.58% | 1.19% | Q2 2018 | Q1 2023 | 3 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.01% | 0.09% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.14% | 0.20% | 0.24% | Q1 2018 | Q3 2018 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
TLP GROUP LLC | 1 | 1 | 0.03% | 0.20% | 0.31% | Q2 2016 | Q2 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.03% | 0.42% | 1.20% | Q2 2014 | Q4 2021 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.05% | 0.13% | 0.28% | Q4 2017 | Q2 2019 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 2.00% | 2.29% | 2.48% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2022 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.35% | 0.45% | 0.51% | Q1 2023 | Q3 2023 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q2 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Olympiad Research LP | 3 | 3 | 0.14% | 0.20% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.30% | 0.37% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CERTUITY, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.15% | 0.34% | 0.66% | Q2 2021 | Q2 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.08% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.05% | 0.90% | 2.60% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2013 | Q4 2013 | 2 |
MARATHON ASSET MANAGEMENT LLP | 2 | 2 | 0.66% | 0.95% | 1.24% | Q1 2021 | Q2 2021 | 2 |
LVM CAPITAL MANAGEMENT LTD/MI | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Sculptor Capital LP | 1 | 1 | 0.24% | 0.49% | 0.74% | Q3 2017 | Q3 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.24% | 0.56% | 0.87% | Q2 2023 | Q3 2023 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 2 |
CSS LLC/IL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q3 2016 | 2 |
KENSICO CAPITAL MANAGEMENT CORP | 2 | 2 | 3.17% | 3.48% | 3.79% | Q2 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STEELHEAD PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
RBF Capital, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Weil Company, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Southpoint Capital Advisors LP | 2 | 2 | 1.29% | 2.20% | 3.11% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2013 | Q1 2014 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.53% | 0.73% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Geller Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q4 2020 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q2 2016 | 2 |
Tradeworx Inc. | 1 | 1 | 0.17% | 0.38% | 0.58% | Q2 2013 | Q2 2014 | 2 |
Man Investments Ltd | 2 | 2 | 0.04% | 0.07% | 0.10% | Q1 2014 | Q2 2014 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
USA MUTUALS ADVISORS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 2 |
Taylor, Cottrill LLC | 2 | 2 | 0.40% | 0.47% | 0.53% | Q2 2015 | Q3 2015 | 2 |
Fosun International Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 2 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.51% | 0.55% | 0.58% | Q1 2023 | Q3 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.33% | 0.38% | 0.43% | Q2 2013 | Q3 2013 | 2 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2018 | Q1 2021 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
BSW Wealth Partners | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.38% | 0.40% | 0.41% | Q2 2020 | Q3 2020 | 2 |
FDO Partners, LLC | 1 | 1 | 0.20% | 0.73% | 1.26% | Q2 2016 | Q4 2016 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q2 2017 | Q4 2019 | 2 |
Crestline Management, LP | 1 | 1 | 0.34% | 0.79% | 1.24% | Q3 2021 | Q4 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.17% | 0.42% | 0.67% | Q2 2019 | Q3 2019 | 2 |
Family Management Corp | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Hartford Funds Management Co LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 2.20% | 2.44% | 2.69% | Q4 2022 | Q1 2023 | 2 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.29% | 0.58% | 0.88% | Q2 2019 | Q3 2023 | 2 |
Palestra Capital Management LLC | 2 | 2 | 4.00% | 4.46% | 4.92% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 2 |
Segment Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 2 |
BlueMar Capital Management, LLC | 2 | 2 | 0.44% | 0.47% | 0.50% | Q1 2023 | Q2 2023 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.53% | 1.00% | Q2 2015 | Q3 2015 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.60% | 0.68% | 0.76% | Q4 2014 | Q2 2018 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 2 |
IRON Financial LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Biltmore Wealth Management, LLC | 2 | 2 | 0.47% | 0.51% | 0.55% | Q3 2018 | Q4 2018 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
HWG Holdings LP | 2 | 2 | 0.31% | 0.69% | 1.06% | Q2 2019 | Q3 2019 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.11% | 0.17% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q4 2018 | 2 |
Ruggie Capital Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Nair Vinay | 2 | 2 | 0.22% | 0.36% | 0.49% | Q1 2015 | Q2 2015 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Tech Square Trading LP | 2 | 2 | 1.41% | 1.57% | 1.72% | Q4 2018 | Q1 2019 | 2 |
Pensionfund Sabic | 2 | 2 | 0.57% | 0.58% | 0.60% | Q2 2017 | Q3 2017 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.94% | 1.88% | Q3 2018 | Q1 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.10% | 0.26% | 0.42% | Q4 2016 | Q1 2017 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
REDW Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Polianta Ltd | 2 | 2 | 0.43% | 0.61% | 0.80% | Q4 2018 | Q1 2019 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q2 2021 | Q3 2022 | 2 |
Noked Capital LTD | 2 | 2 | 0.29% | 0.41% | 0.52% | Q1 2019 | Q2 2019 | 2 |
Prana Capital Management, LP | 1 | 1 | 0.49% | 0.89% | 1.28% | Q4 2019 | Q2 2023 | 2 |
UBP Investment Advisors SA | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q4 2020 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q2 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
G&S Capital LLC | 2 | 2 | 0.37% | 0.39% | 0.40% | Q4 2022 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.13% | 0.49% | 0.85% | Q1 2022 | Q3 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
No Street GP LP | 2 | 2 | 1.82% | 2.41% | 3.00% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Human Investing LLC | 2 | 2 | 0.42% | 0.42% | 0.43% | Q4 2018 | Q1 2019 | 2 |
Noked Israel Ltd | 2 | 2 | 0.29% | 0.41% | 0.52% | Q1 2019 | Q2 2019 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.28% | 0.48% | Q4 2021 | Q3 2022 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.19% | 0.48% | 0.78% | Q1 2021 | Q4 2022 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 4.73% | 8.43% | 12.12% | Q4 2022 | Q1 2023 | 2 |
Wealth Alliance | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.44% | 0.81% | 1.18% | Q1 2022 | Q2 2022 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.23% | 0.28% | 0.33% | Q2 2020 | Q3 2020 | 2 |
Meadow Creek Wealth Advisors LLC | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2019 | Q1 2020 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Sycale Advisors (NY) LLC | 1 | 1 | 4.39% | 5.86% | 7.34% | Q4 2019 | Q2 2020 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.13% | 0.25% | Q2 2022 | Q3 2022 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q3 2020 | Q1 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Golden Green, Inc. | 2 | 2 | 0.50% | 0.51% | 0.52% | Q3 2022 | Q4 2022 | 2 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 2 |
MRA Advisory Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.50% | 0.50% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Alta Wealth Advisors LLC | 2 | 2 | 0.59% | 0.61% | 0.63% | Q3 2022 | Q4 2022 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.10% | 0.34% | 0.59% | Q4 2020 | Q3 2022 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.58% | 0.70% | 0.82% | Q1 2021 | Q2 2021 | 2 |
C2C Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Level Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
JB Capital LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.39% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
XY Capital Ltd | 1 | 1 | 0.48% | 0.52% | 0.56% | Q3 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
DecisionPoint Financial, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kapstone Financial Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.23% | 0.32% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.36% | 0.45% | 0.53% | Q3 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 1.04% | 1.29% | 1.54% | Q2 2013 | Q3 2013 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.73% | 1.04% | 1.36% | Q2 2019 | Q3 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ALTFEST L J & CO INC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 2 |
ARGUS INVESTORS' COUNSEL, INC. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BBVA USA | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EDENTREE ASSET MANAGEMENT Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2017 | Q2 2017 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | 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 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
United Community Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AAFMAA Wealth Management & Trust LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2021 | Q2 2021 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Campion Asset Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
140 Summer Partners LP | 1 | 1 | 11.92% | 11.92% | 11.92% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2021 | Q3 2021 | 1 |
Sentinus, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Souders Financial Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aryeh Capital Management Ltd. | 1 | 1 | 10.13% | 10.13% | 10.13% | Q1 2021 | Q1 2021 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
CYPRESS FUNDS LLC | 1 | 1 | 3.76% | 3.76% | 3.76% | Q3 2019 | Q3 2019 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mercator Fund (Cayman Master) LP | 1 | 1 | 7.34% | 7.34% | 7.34% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2020 | Q2 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Leap Investments LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2019 | Q2 2019 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Howard Capital Management Inc. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2018 | Q1 2018 | 1 |
MANA Advisors LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2018 | Q2 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Parplus Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2020 | Q2 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Providence First Trust Co | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Vest Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 6.78% | 6.78% | 6.78% | Q1 2020 | Q1 2020 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2017 | Q4 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2020 | Q2 2020 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2016 | Q3 2016 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2020 | Q3 2020 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2023 | Q4 2023 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Farmer Steven Patrick | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2022 | Q2 2022 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Nishkama Capital, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2020 | Q1 2020 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2015 | Q3 2015 | 1 |
FORT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2017 | Q2 2017 | 1 |
Jackson Square Partners, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2014 | Q2 2014 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2019 | Q1 2019 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2015 | Q3 2015 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2015 | Q4 2015 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
AT Bancorp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2018 | Q2 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2019 | Q2 2019 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2019 | Q2 2019 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2016 | Q4 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2014 | Q2 2014 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
VNBTrust, National Association | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Manifold Partners, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2014 | Q3 2014 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2015 | Q2 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
GOODNOW INVESTMENT GROUP, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
GLG Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2018 | Q1 2018 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2023 | Q3 2023 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2020 | Q1 2020 | 1 |
Bain Capital Public Equity, LP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2023 | Q2 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 5.47% | 5.47% | 5.47% | Q3 2019 | Q3 2019 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own PROGRESSIVE CORP OHIO or have owned PROGRESSIVE CORP OHIO in the past.