Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 119 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 111 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 99 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 98 |
Walleye Trading LLC | 24 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 94 |
Parallax Volatility Advisers, L.P. | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 87 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.15% | Q4 2015 | Q3 2023 | 81 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.07% | 0.26% | Q1 2012 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 24 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 72 |
TWO SIGMA INVESTMENTS, LP | 14 | 4 | 0.00% | 0.05% | 0.55% | Q2 2014 | Q3 2023 | 70 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q3 2023 | 68 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 67 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 1 | 0.00% | 0.05% | 0.40% | Q3 2013 | Q3 2023 | 65 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 64 |
JANE STREET GROUP, LLC | 22 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 58 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 57 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 56 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.13% | 0.36% | Q1 2012 | Q3 2023 | 55 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 2 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 55 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.27% | 0.63% | Q3 2013 | Q3 2023 | 53 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.11% | 0.31% | Q1 2013 | Q3 2023 | 51 |
Resolution Capital Ltd | 50 | 50 | 2.01% | 9.48% | 16.79% | Q2 2011 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.08% | 0.12% | 0.17% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.19% | 1.23% | 1.89% | Q3 2011 | Q3 2023 | 49 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.17% | 0.34% | Q4 2011 | Q3 2023 | 48 |
HUNTINGTON NATIONAL BANK | 36 | 11 | 0.00% | 0.28% | 1.10% | Q2 2011 | Q3 2023 | 47 |
AMALGAMATED BANK | 47 | 47 | 0.06% | 0.14% | 0.26% | Q1 2012 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 46 | 46 | 0.01% | 0.05% | 0.28% | Q2 2011 | Q3 2022 | 46 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.70% | 1.53% | Q2 2013 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.04% | 0.12% | Q4 2012 | Q3 2023 | 44 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q4 2022 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.08% | 0.14% | 0.24% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.19% | 0.34% | Q2 2013 | Q3 2023 | 43 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.07% | 0.15% | 0.30% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.09% | 0.16% | 0.29% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.04% | 0.25% | 0.64% | Q1 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.10% | 0.41% | 1.21% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.05% | 0.10% | Q4 2012 | Q2 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.06% | 0.23% | 0.62% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.05% | 0.08% | 0.17% | Q4 2012 | Q3 2023 | 43 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 1.12% | 2.28% | 4.61% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management US Inc. | 42 | 42 | 5.29% | 12.13% | 21.10% | Q2 2013 | Q3 2023 | 42 |
Boltwood Capital Management | 34 | 8 | 0.19% | 1.35% | 7.33% | Q2 2013 | Q4 2023 | 42 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 42 | 42 | 0.56% | 1.66% | 3.54% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.17% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.13% | 0.26% | 0.47% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.08% | 0.20% | 0.51% | Q2 2013 | Q3 2023 | 42 |
TRILLIUM ASSET MANAGEMENT, LLC | 42 | 42 | 0.19% | 0.43% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.09% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.08% | 0.20% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.26% | 0.83% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.10% | 0.19% | 0.35% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.04% | 0.36% | 0.93% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.04% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 42 |
LORD, ABBETT & CO. LLC | 42 | 42 | 0.00% | 0.26% | 0.61% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.19% | 0.54% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 42 | 42 | 3.26% | 6.11% | 10.05% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.05% | 0.22% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.10% | 0.25% | 0.39% | Q2 2013 | Q3 2023 | 42 |
EAGLE ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.40% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Sarasin & Partners LLP | 42 | 42 | 0.14% | 0.46% | 1.87% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.14% | 0.44% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.18% | 0.56% | 2.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.24% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.17% | 0.35% | 0.53% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 1.34% | 4.04% | 10.59% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.28% | 0.82% | 1.28% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.12% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 42 |
PGGM Investments | 37 | 5 | 1.22% | 2.53% | 4.75% | Q1 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.14% | 0.29% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.14% | 0.27% | 0.45% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.09% | 0.19% | 0.37% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.84% | 2.43% | 4.88% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.08% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.03% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.06% | 0.28% | 0.56% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Adelante Capital Management LLC | 42 | 42 | 0.00% | 6.91% | 16.16% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.06% | 0.48% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.08% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.19% | 0.44% | 1.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.44% | 0.78% | 1.30% | Q2 2013 | Q3 2023 | 42 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 42 | 42 | 1.90% | 4.12% | 8.00% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.03% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.29% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.05% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.07% | 0.33% | 0.69% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.05% | 0.23% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.06% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.07% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.10% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.09% | 0.41% | 1.69% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.09% | 0.32% | 0.63% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Presima Securities ULC | 42 | 42 | 3.17% | 10.01% | 14.67% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.19% | 0.62% | 1.46% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.20% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.10% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.03% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.10% | 0.24% | 0.52% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.26% | 0.73% | 1.19% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.15% | 0.59% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.40% | 0.99% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.10% | 0.28% | 0.63% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.10% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.09% | 0.17% | 0.33% | Q2 2012 | Q4 2022 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 42 | 42 | 1.36% | 2.09% | 2.94% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.09% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.27% | 1.03% | 2.54% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.13% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.14% | 0.41% | 0.79% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.02% | 0.12% | 0.41% | Q2 2013 | Q3 2023 | 42 |
HEITMAN REAL ESTATE SECURITIES LLC | 42 | 42 | 1.94% | 5.61% | 13.96% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.07% | 0.20% | 0.46% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.06% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.25% | 0.61% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.72% | 4.45% | 10.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.13% | 0.26% | 0.53% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.07% | 0.40% | Q2 2013 | Q3 2023 | 42 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.38% | 1.15% | Q3 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 26 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Phocas Financial Corp. | 32 | 9 | 0.02% | 0.30% | 0.68% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.11% | 0.20% | 0.34% | Q3 2013 | Q3 2023 | 41 |
DnB Asset Management AS | 39 | 2 | 0.01% | 0.15% | 0.86% | Q3 2013 | Q4 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 41 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 41 | 41 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 41 |
TRUIST FINANCIAL CORP | 31 | 10 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
CREDIT AGRICOLE S A | 20 | 20 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 41 |
ING GROEP NV | 27 | 2 | 0.00% | 0.15% | 0.74% | Q1 2013 | Q3 2023 | 41 |
AEW CAPITAL MANAGEMENT L P | 25 | 16 | 2.98% | 7.04% | 13.11% | Q2 2013 | Q3 2023 | 41 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 22 | 19 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WESTWOOD HOLDINGS GROUP INC | 27 | 14 | 0.01% | 0.23% | 0.84% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.06% | 0.16% | 0.28% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 41 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.06% | 0.59% | 1.42% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.05% | 0.14% | 0.23% | Q3 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.07% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Calamos Advisors LLC | 40 | 40 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 23 | 17 | 0.02% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 40 |
BESSEMER GROUP INC | 30 | 10 | 0.00% | 0.09% | 0.57% | Q2 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.11% | 0.17% | 0.23% | Q4 2013 | Q3 2023 | 40 |
AMICA MUTUAL INSURANCE CO | 26 | 14 | 0.12% | 0.32% | 0.62% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.11% | 0.20% | 0.34% | Q3 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.07% | 0.12% | 0.19% | Q4 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Mirae Asset Global Investments Co., Ltd. | 28 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.05% | 0.13% | 0.28% | Q2 2013 | Q4 2022 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.00% | 0.46% | 0.78% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.01% | 0.06% | 0.78% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 19 | 2 | 0.01% | 0.23% | 0.67% | Q2 2013 | Q3 2023 | 39 |
ZACKS INVESTMENT MANAGEMENT | 39 | 39 | 0.05% | 0.93% | 1.33% | Q1 2014 | Q3 2023 | 39 |
Pensionfund DSM Netherlands | 34 | 5 | 0.08% | 2.98% | 11.50% | Q2 2013 | Q4 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.12% | 0.25% | 0.41% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.04% | 0.09% | 0.18% | Q1 2014 | Q3 2023 | 39 |
DUPONT CAPITAL MANAGEMENT CORP | 39 | 39 | 0.02% | 0.33% | 1.00% | Q1 2014 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 2 | 0.01% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.09% | 0.29% | 0.55% | Q2 2014 | Q3 2023 | 38 |
Amica Retiree Medical Trust | 26 | 12 | 0.14% | 0.36% | 0.68% | Q4 2013 | Q3 2023 | 38 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2018 | 38 |
TWIN CAPITAL MANAGEMENT INC | 37 | 1 | 0.17% | 0.55% | 0.84% | Q3 2013 | Q2 2023 | 38 |
Tower Research Capital LLC (TRC) | 24 | 2 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 38 |
Norinchukin Bank, The | 37 | 1 | 0.01% | 0.10% | 0.28% | Q1 2014 | Q3 2023 | 38 |
RATIONAL ADVISORS LLC | 11 | 2 | 0.00% | 0.11% | 1.27% | Q2 2011 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
Grassi Investment Management | 38 | 38 | 1.44% | 2.34% | 3.22% | Q2 2014 | Q3 2023 | 38 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 38 | 38 | 0.27% | 0.96% | 2.12% | Q2 2014 | Q3 2023 | 38 |
MEEDER ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.07% | 0.40% | Q2 2013 | Q3 2023 | 38 |
ClearBridge Investments | 37 | 37 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 37 |
Cubist Systematic Strategies, LLC | 31 | 6 | 0.00% | 0.05% | 0.32% | Q2 2014 | Q3 2023 | 37 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
Plante Moran Financial Advisors, LLC | 19 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.11% | 0.20% | 0.31% | Q3 2014 | Q3 2023 | 37 |
PINNACLE ASSOCIATES LTD | 37 | 37 | 0.04% | 0.10% | 0.16% | Q3 2014 | Q3 2023 | 37 |
FIL Ltd | 35 | 2 | 0.05% | 0.09% | 0.19% | Q3 2013 | Q3 2023 | 37 |
AMP Capital Investors Ltd | 36 | 36 | 0.13% | 1.34% | 9.94% | Q2 2013 | Q1 2022 | 36 |
Gulf International Bank (UK) Ltd | 33 | 3 | 0.10% | 0.20% | 0.32% | Q4 2013 | Q3 2023 | 36 |
FDx Advisors, Inc. | 31 | 2 | 0.02% | 0.11% | 0.27% | Q2 2014 | Q3 2023 | 36 |
ALPS ADVISORS INC | 34 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
DAVIS SELECTED ADVISERS | 28 | 1 | 0.01% | 0.12% | 0.20% | Q3 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.13% | 0.35% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.09% | 0.15% | 0.27% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.23% | 0.38% | 0.58% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 35 | 1 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 36 |
Palisades Hudson Asset Management, L.P. | 32 | 2 | 0.16% | 0.23% | 0.33% | Q1 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.10% | 0.25% | Q2 2013 | Q1 2022 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 36 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Ninety One UK Ltd | 35 | 35 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 35 |
BAILARD, INC. | 30 | 5 | 0.01% | 0.26% | 0.49% | Q1 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.08% | 0.18% | Q1 2015 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 9 | 0.00% | 0.10% | 0.34% | Q3 2014 | Q3 2023 | 35 |
PRUDENTIAL PLC | 20 | 7 | 0.01% | 0.15% | 0.48% | Q3 2013 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.33% | 0.77% | Q1 2015 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 4 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 35 |
SVB WEALTH LLC | 31 | 3 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2021 | 34 |
PineBridge Investments, L.P. | 29 | 1 | 0.00% | 0.03% | 0.25% | Q1 2014 | Q3 2023 | 34 |
PAYDEN & RYGEL | 34 | 34 | 0.62% | 1.16% | 2.02% | Q1 2015 | Q2 2023 | 34 |
TUDOR INVESTMENT CORP ET AL | 12 | 1 | 0.00% | 0.04% | 0.35% | Q3 2014 | Q3 2023 | 34 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.02% | 0.13% | Q3 2016 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.09% | 0.15% | 0.29% | Q2 2015 | Q3 2023 | 34 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q1 2022 | 34 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.02% | 0.38% | Q4 2012 | Q2 2023 | 34 |
Pensionfund Sabic | 34 | 34 | 0.24% | 1.23% | 2.64% | Q3 2015 | Q4 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.07% | 0.15% | Q2 2015 | Q3 2023 | 34 |
Texas Yale Capital Corp. | 34 | 34 | 0.04% | 0.22% | 0.38% | Q2 2015 | Q3 2023 | 34 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.11% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.03% | 0.09% | 0.22% | Q4 2012 | Q1 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
GREAT LAKES ADVISORS, LLC | 33 | 33 | 0.05% | 0.20% | 1.05% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
INTRUST BANK NA | 33 | 33 | 0.16% | 0.41% | 0.59% | Q3 2015 | Q3 2023 | 33 |
EII CAPITAL MANAGEMENT, INC. | 17 | 16 | 0.22% | 4.57% | 7.94% | Q2 2013 | Q3 2021 | 33 |
Perpetual Ltd | 29 | 1 | 0.08% | 1.06% | 2.81% | Q1 2013 | Q3 2023 | 33 |
Meiji Yasuda Life Insurance Co | 30 | 3 | 0.03% | 0.21% | 0.48% | Q2 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.05% | 0.10% | 0.23% | Q2 2013 | Q2 2021 | 33 |
Pacer Advisors, Inc. | 32 | 32 | 0.01% | 0.23% | 0.81% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 31 | 1 | 0.00% | 0.18% | 0.28% | Q2 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q1 2021 | 32 |
Kistler-Tiffany Companies, LLC | 20 | 12 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2023 | 32 |
EVERENCE CAPITAL MANAGEMENT INC | 31 | 1 | 0.06% | 0.23% | 0.56% | Q3 2013 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Gerber Kawasaki Wealth & Investment Management | 32 | 32 | 0.02% | 0.33% | 0.75% | Q4 2015 | Q3 2023 | 32 |
ROPES WEALTH ADVISORS LLC | 31 | 1 | 0.05% | 0.24% | 0.38% | Q3 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 28 | 4 | 0.04% | 0.93% | 4.01% | Q3 2014 | Q4 2022 | 32 |
FIRST NATIONAL TRUST CO | 32 | 32 | 0.02% | 0.25% | 0.80% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.10% | 0.20% | Q4 2015 | Q3 2023 | 32 |
SYNOVUS FINANCIAL CORP | 32 | 32 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.03% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 32 |
BAMCO INC /NY/ | 28 | 3 | 0.05% | 0.11% | 0.34% | Q4 2014 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 17 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 31 |
FORSTA AP-FONDEN | 30 | 1 | 0.10% | 0.28% | 0.49% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 31 |
FORVIS Wealth Advisors, LLC | 31 | 31 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 6 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 31 |
Dana Investment Advisors, Inc. | 31 | 31 | 0.02% | 0.61% | 1.51% | Q1 2016 | Q3 2023 | 31 |
Smithfield Trust Co | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 26 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q4 2020 | 31 |
Muzinich & Co., Inc. | 31 | 31 | 0.02% | 0.12% | 0.28% | Q1 2016 | Q3 2023 | 31 |
MOODY NATIONAL BANK TRUST DIVISION | 31 | 31 | 0.04% | 0.23% | 0.52% | Q1 2016 | Q3 2023 | 31 |
Capital World Investors | 28 | 1 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 31 |
Quantbot Technologies LP | 12 | 1 | 0.00% | 0.25% | 1.28% | Q4 2013 | Q3 2023 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Carroll Financial Associates, Inc. | 25 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 30 |
Supplemental Annuity Collective Trust of NJ | 17 | 13 | 0.21% | 0.29% | 0.44% | Q1 2014 | Q3 2023 | 30 |
CHILTON CAPITAL MANAGEMENT LLC | 15 | 1 | 0.08% | 1.42% | 2.59% | Q2 2013 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.01% | 0.12% | 0.23% | Q2 2016 | Q3 2023 | 30 |
AMF Tjanstepension AB | 30 | 30 | 0.10% | 0.71% | 1.64% | Q2 2016 | Q3 2023 | 30 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 30 | 30 | 0.72% | 2.81% | 7.38% | Q2 2013 | Q3 2020 | 30 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.02% | 0.07% | 0.36% | Q2 2013 | Q3 2020 | 30 |
RMR Advisors LLC | 30 | 30 | 1.02% | 2.27% | 8.90% | Q2 2013 | Q3 2020 | 30 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.01% | 0.09% | 0.18% | Q2 2016 | Q4 2023 | 30 |
Hedeker Wealth, LLC | 30 | 30 | 0.39% | 1.29% | 2.31% | Q2 2016 | Q3 2023 | 30 |
NATIXIS | 15 | 1 | 0.00% | 0.14% | 0.64% | Q1 2016 | Q3 2023 | 30 |
QS Investors, LLC | 30 | 30 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q2 2021 | 30 |
REGIONS FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Forward Management, LLC | 14 | 2 | 0.04% | 0.26% | 0.65% | Q2 2013 | Q3 2022 | 29 |
Caprock Group, LLC | 26 | 3 | 0.04% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 29 |
Liberty Mutual Group Asset Management Inc. | 22 | 7 | 0.04% | 0.59% | 2.65% | Q2 2013 | Q3 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 20 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 29 |
Transform Wealth, LLC | 25 | 4 | 0.04% | 0.19% | 0.51% | Q2 2016 | Q3 2023 | 29 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q3 2023 | 29 |
Renaissance Technologies | 15 | 4 | 0.00% | 0.06% | 0.22% | Q2 2014 | Q3 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Artemis Investment Management LLP | 18 | 1 | 0.01% | 0.39% | 1.46% | Q1 2016 | Q3 2023 | 29 |
BARINGS LLC | 17 | 2 | 0.01% | 0.63% | 3.52% | Q2 2013 | Q1 2022 | 29 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 29 | 29 | 3.68% | 6.04% | 10.85% | Q2 2013 | Q2 2020 | 29 |
Private Advisor Group, LLC | 22 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 29 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.02% | 0.10% | 0.23% | Q3 2013 | Q3 2020 | 29 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
SUN LIFE FINANCIAL INC | 28 | 28 | 0.00% | 1.39% | 4.37% | Q4 2016 | Q3 2023 | 28 |
ANCHOR CAPITAL ADVISORS LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.14% | 0.22% | 0.31% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.43% | 0.93% | Q4 2016 | Q3 2023 | 28 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 28 | 0.24% | 0.46% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.02% | 0.22% | 0.80% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.15% | 0.54% | 1.04% | Q4 2016 | Q3 2023 | 28 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 26 | 2 | 0.12% | 0.33% | 0.53% | Q3 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.18% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Proficio Capital Partners LLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 28 |
GOODWIN DANIEL L | 28 | 28 | 0.09% | 0.27% | 0.80% | Q2 2013 | Q1 2020 | 28 |
Capital Investment Advisors, LLC | 15 | 13 | 0.01% | 0.08% | 0.36% | Q3 2016 | Q4 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.08% | 0.17% | 0.28% | Q4 2016 | Q3 2023 | 28 |
ADVISOR PARTNERS LLC | 25 | 1 | 0.08% | 0.14% | 0.25% | Q2 2014 | Q2 2022 | 28 |
ONTARIO TEACHERS PENSION PLAN BOARD | 28 | 28 | 0.01% | 0.10% | 0.74% | Q2 2013 | Q1 2020 | 28 |
Psagot Value Holdings Ltd. | 16 | 12 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2021 | 28 |
Penserra Capital Management LLC | 21 | 6 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 1 | 0.00% | 0.06% | 0.42% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
BP PLC | 26 | 1 | 0.08% | 0.14% | 0.26% | Q2 2014 | Q2 2021 | 27 |
YHB Investment Advisors, Inc. | 27 | 27 | 0.18% | 0.35% | 0.50% | Q1 2017 | Q3 2023 | 27 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.06% | 0.27% | Q2 2016 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.09% | 0.52% | 1.30% | Q2 2013 | Q4 2019 | 27 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 27 | 27 | 0.42% | 0.90% | 1.22% | Q1 2017 | Q3 2023 | 27 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27 | 27 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Brookfield Asset Management | 14 | 1 | 0.49% | 1.12% | 1.97% | Q1 2015 | Q3 2023 | 27 |
Ashfield Capital Partners, LLC | 27 | 27 | 0.02% | 0.06% | 0.09% | Q3 2015 | Q1 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2019 | 27 |
MACKENZIE FINANCIAL CORP | 23 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 27 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 27 |
LEVIN CAPITAL STRATEGIES, L.P. | 20 | 1 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 27 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 25 | 2 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2019 | 26 |
Achmea Investment Management B.V. | 19 | 7 | 0.02% | 0.20% | 0.92% | Q1 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 18 | 2 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 26 |
BOURGEON CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 1.26% | 2.92% | Q2 2017 | Q3 2023 | 26 |
MOGY JOEL R INVESTMENT COUNSEL INC | 26 | 26 | 0.14% | 0.74% | 1.25% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Glassman Wealth Services | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Grantham, Mayo, Van Otterloo & Co. LLC | 15 | 1 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 26 |
MV CAPITAL MANAGEMENT, INC. | 15 | 11 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 26 |
ROOSEVELT INVESTMENT GROUP LLC | 26 | 26 | 0.58% | 1.18% | 1.56% | Q2 2016 | Q3 2022 | 26 |
Sandy Spring Bank | 17 | 9 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2021 | 26 |
Westover Capital Advisors, LLC | 26 | 26 | 0.08% | 0.25% | 0.39% | Q1 2017 | Q2 2023 | 26 |
AMERICAN NATIONAL INSURANCE CO | 26 | 26 | 0.37% | 0.64% | 1.64% | Q4 2015 | Q1 2022 | 26 |
American National Registered Investment Advisor, Inc. | 26 | 26 | 0.36% | 0.46% | 0.66% | Q4 2015 | Q1 2022 | 26 |
Tarbox Family Office, Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 26 |
PARADIGM ASSET MANAGEMENT CO LLC | 26 | 26 | 0.10% | 0.40% | 0.94% | Q2 2017 | Q3 2023 | 26 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 2 | 0.02% | 0.13% | 0.36% | Q2 2014 | Q1 2023 | 26 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 3 | 0.02% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.06% | 0.09% | Q3 2013 | Q1 2020 | 26 |
Cerity Partners LLC | 25 | 1 | 0.02% | 0.16% | 0.32% | Q1 2017 | Q3 2023 | 26 |
Gemmer Asset Management LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 25 |
abrdn plc | 25 | 25 | 0.18% | 0.46% | 0.68% | Q3 2017 | Q3 2023 | 25 |
EXANE DERIVATIVES | 20 | 5 | 0.01% | 0.10% | 0.51% | Q4 2015 | Q1 2022 | 25 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 25 |
THIRD AVENUE MANAGEMENT LLC | 15 | 10 | 0.01% | 2.45% | 5.57% | Q2 2013 | Q3 2023 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 25 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 25 | 25 | 0.41% | 0.85% | 1.71% | Q4 2016 | Q4 2022 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.33% | 0.61% | Q1 2016 | Q1 2022 | 25 |
ClariVest Asset Management LLC | 15 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q3 2021 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 0.01% | 0.05% | Q1 2016 | Q1 2023 | 25 |
COMMERCE BANK | 20 | 5 | 0.00% | 0.16% | 0.46% | Q2 2017 | Q3 2023 | 25 |
Ninepoint Partners LP | 25 | 25 | 0.02% | 0.10% | 0.28% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.25% | 0.69% | Q2 2013 | Q2 2019 | 25 |
Hazelview Securities Inc. | 12 | 2 | 2.42% | 5.89% | 13.27% | Q1 2017 | Q3 2023 | 25 |
GREENLEAF TRUST | 21 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
LINCOLN NATIONAL CORP | 21 | 3 | 0.01% | 0.04% | 0.12% | Q2 2017 | Q3 2023 | 24 |
L & S Advisors Inc | 18 | 1 | 0.17% | 0.61% | 1.39% | Q4 2016 | Q3 2023 | 24 |
Consolidated Investment Group LLC | 15 | 3 | 0.22% | 0.80% | 2.57% | Q3 2015 | Q3 2023 | 24 |
Kiwi Wealth Investments Limited Partnership | 24 | 24 | 0.57% | 1.44% | 2.24% | Q3 2017 | Q2 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.12% | 0.30% | 0.51% | Q4 2017 | Q3 2023 | 24 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 24 | 24 | 0.03% | 0.15% | 0.51% | Q2 2013 | Q1 2019 | 24 |
Lowe Wealth Advisors, LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2023 | 24 |
Cipher Capital LP | 7 | 1 | 0.09% | 0.47% | 1.07% | Q3 2014 | Q2 2023 | 24 |
Bridgewater Associates | 7 | 2 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.15% | 0.24% | 0.61% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.12% | 0.18% | 0.23% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COURIER CAPITAL LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q4 2021 | 24 |
Transamerica Financial Advisors, Inc. | 16 | 1 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 24 |
Archford Capital Strategies, LLC | 18 | 6 | 0.05% | 0.17% | 0.33% | Q3 2017 | Q3 2023 | 24 |
VALLEY NATIONAL ADVISERS INC | 21 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 22 | 2 | 0.00% | 0.17% | 0.36% | Q2 2015 | Q2 2023 | 24 |
TIAA, FSB | 24 | 24 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 24 |
SHELTON CAPITAL MANAGEMENT | 19 | 5 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 24 |
HOWE & RUSLING INC | 17 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2022 | 24 |
Rice Partnership, LLC | 24 | 24 | 0.36% | 1.55% | 2.29% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q1 2019 | 24 |
Covington Investment Advisors Inc. | 24 | 24 | 0.53% | 1.12% | 7.80% | Q4 2017 | Q3 2023 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.12% | 0.44% | Q2 2013 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.15% | 0.96% | 1.84% | Q4 2017 | Q3 2023 | 24 |
Capital Analysts, LLC | 24 | 24 | 0.14% | 0.22% | 0.28% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.13% | 0.18% | 0.25% | Q4 2017 | Q3 2023 | 24 |
TCI Wealth Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 24 |
UBS OCONNOR LLC | 9 | 1 | 0.01% | 0.11% | 0.26% | Q3 2013 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.21% | 0.30% | 0.46% | Q2 2013 | Q1 2019 | 24 |
Vigilant Capital Management, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 21 | 1 | 0.01% | 0.29% | 0.78% | Q1 2015 | Q3 2023 | 23 |
Aristotle Atlantic Partners, LLC | 20 | 3 | 0.12% | 1.41% | 2.48% | Q4 2017 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 23 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 20 | 3 | 0.33% | 0.79% | 1.44% | Q4 2017 | Q3 2023 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.64% | 0.90% | 1.05% | Q2 2014 | Q4 2019 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.09% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.28% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.05% | 0.10% | 0.17% | Q2 2017 | Q4 2022 | 23 |
Valeo Financial Advisors, LLC | 15 | 8 | 0.00% | 0.03% | 0.16% | Q3 2017 | Q3 2023 | 23 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 23 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.11% | 0.40% | Q3 2011 | Q3 2023 | 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 23 | 23 | 4.92% | 7.83% | 10.82% | Q1 2018 | Q3 2023 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 23 |
HONEYWELL INTERNATIONAL INC | 23 | 23 | 0.05% | 0.91% | 5.82% | Q4 2013 | Q2 2019 | 23 |
INTACT INVESTMENT MANAGEMENT INC. | 11 | 2 | 0.01% | 0.13% | 0.24% | Q1 2017 | Q3 2023 | 23 |
MARTINGALE ASSET MANAGEMENT L P | 22 | 1 | 0.02% | 0.43% | 0.70% | Q1 2016 | Q3 2022 | 23 |
KLINGENSTEIN FIELDS & CO LP | 21 | 2 | 0.01% | 0.88% | 1.34% | Q3 2013 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 23 |
FAYEZ SAROFIM & CO | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
EP Wealth Advisors, LLC | 23 | 23 | 0.01% | 0.15% | 0.67% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 23 | 23 | 0.01% | 0.11% | 0.31% | Q1 2018 | Q3 2023 | 23 |
CI INVESTMENTS INC. | 23 | 23 | 0.14% | 1.24% | 1.83% | Q1 2018 | Q3 2023 | 23 |
OppenheimerFunds, Inc. | 15 | 2 | 0.03% | 0.16% | 0.68% | Q1 2013 | Q1 2019 | 23 |
BOWEN HANES & CO INC | 22 | 22 | 0.04% | 0.54% | 1.07% | Q2 2018 | Q3 2023 | 22 |
ETRADE Capital Management LLC | 14 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 22 |
CINCINNATI INSURANCE CO | 22 | 22 | 0.07% | 0.37% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Ninety One SA (PTY) Ltd | 20 | 2 | 0.20% | 0.55% | 1.46% | Q1 2018 | Q3 2023 | 22 |
Rehmann Capital Advisory Group | 15 | 7 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
Sheaff Brock Investment Advisors, LLC | 22 | 22 | 0.02% | 0.11% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.34% | 0.71% | 1.04% | Q2 2018 | Q3 2023 | 22 |
SUNTRUST BANKS INC | 16 | 2 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2019 | 22 |
GRIFFIN ASSET MANAGEMENT, INC. | 22 | 22 | 0.06% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
HighPoint Advisor Group LLC | 21 | 1 | 0.02% | 0.26% | 2.29% | Q3 2016 | Q2 2022 | 22 |
Mariner, LLC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
BADGLEY PHELPS & BELL INC | 22 | 22 | 0.44% | 0.81% | 1.10% | Q1 2016 | Q2 2021 | 22 |
Cetera Investment Advisers | 21 | 1 | 0.04% | 0.11% | 0.27% | Q1 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 22 | 22 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Pinnacle Wealth Planning Services, Inc. | 19 | 3 | 0.12% | 0.17% | 0.34% | Q1 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 20 | 1 | 0.07% | 0.12% | 0.23% | Q3 2016 | Q3 2023 | 22 |
CINCINNATI FINANCIAL CORP | 22 | 22 | 0.59% | 1.69% | 2.11% | Q2 2018 | Q3 2023 | 22 |
WIMMER ASSOCIATES 1, LLC | 22 | 22 | 0.21% | 0.38% | 0.55% | Q2 2018 | Q3 2023 | 22 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 22 |
Slow Capital, Inc. | 18 | 4 | 0.04% | 0.34% | 0.65% | Q4 2017 | Q2 2023 | 22 |
Eventide Asset Management | 22 | 22 | 0.02% | 0.17% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Clean Yield Group | 20 | 1 | 0.01% | 0.15% | 0.29% | Q3 2016 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.01% | 0.16% | 0.25% | Q4 2017 | Q3 2023 | 22 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20 | 1 | 0.00% | 0.17% | 0.65% | Q2 2017 | Q3 2023 | 21 |
Ranger Global Real Estate Advisors, LLC | 9 | 5 | 0.52% | 3.82% | 6.95% | Q1 2018 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 21 |
CAMBRIDGE TRUST CO | 21 | 21 | 0.85% | 1.32% | 1.76% | Q3 2018 | Q3 2023 | 21 |
Chesapeake Wealth Management | 17 | 4 | 0.08% | 0.19% | 0.49% | Q1 2018 | Q3 2023 | 21 |
Bragg Financial Advisors, Inc | 21 | 21 | 0.11% | 0.51% | 0.72% | Q3 2018 | Q3 2023 | 21 |
Sabal Trust CO | 21 | 21 | 2.22% | 2.62% | 3.19% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
MEAG MUNICH ERGO AssetManagement GmbH | 21 | 21 | 7.24% | 12.23% | 23.54% | Q4 2015 | Q4 2020 | 21 |
AMICA PENSION FUND BOARD OF TRUSTEES | 14 | 7 | 0.14% | 0.28% | 0.41% | Q2 2013 | Q4 2018 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
ALLSTATE CORP | 20 | 1 | 0.06% | 0.36% | 1.54% | Q2 2017 | Q3 2023 | 21 |
Spot Trading L.L.C | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 21 |
NVWM, LLC | 16 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.05% | 0.13% | 0.21% | Q2 2013 | Q2 2018 | 21 |
JENNISON ASSOCIATES LLC | 18 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.36% | 0.75% | Q2 2013 | Q3 2023 | 21 |
THOMAS WHITE INTERNATIONAL LTD | 21 | 21 | 0.12% | 0.22% | 0.30% | Q2 2018 | Q2 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.38% | 0.65% | 0.83% | Q2 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 20 | 1 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.01% | 0.04% | 0.14% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.08% | 0.15% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
River Wealth Advisors LLC | 17 | 3 | 0.00% | 0.52% | 0.88% | Q2 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q1 2018 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.03% | 0.27% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Cadence Bank | 20 | 20 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 19 | 1 | 0.02% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.12% | 0.29% | 0.84% | Q2 2013 | Q1 2018 | 20 |
People's United Financial, Inc. | 20 | 20 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q4 2019 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 20 |
FOSTER & MOTLEY INC | 16 | 4 | 0.02% | 0.06% | 0.22% | Q3 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.08% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.16% | 0.40% | 0.70% | Q2 2013 | Q1 2018 | 20 |
Global X Management CO LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2018 | 20 |
JONES FINANCIAL COMPANIES LLLP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.62% | 0.89% | 1.28% | Q4 2018 | Q3 2023 | 20 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 20 | 20 | 0.07% | 0.49% | 0.78% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.14% | 0.18% | 0.23% | Q1 2013 | Q4 2017 | 20 |
Canton Hathaway, LLC | 20 | 20 | 0.13% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 20 |
DigitalBridge Group, Inc. | 16 | 16 | 0.06% | 2.39% | 10.17% | Q4 2019 | Q3 2023 | 20 |
IBEX WEALTH ADVISORS | 19 | 1 | 1.01% | 1.19% | 1.43% | Q3 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.14% | 0.53% | 1.18% | Q4 2017 | Q3 2022 | 20 |
CNB Bank | 16 | 1 | 0.01% | 0.09% | 0.43% | Q4 2017 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Pacific Center for Financial Services | 17 | 3 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Independent Order of Foresters | 20 | 20 | 0.83% | 1.25% | 1.83% | Q2 2013 | Q1 2018 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Segment Wealth Management, LLC | 18 | 1 | 0.04% | 0.25% | 0.93% | Q3 2017 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.16% | 0.33% | 0.72% | Q4 2018 | Q3 2023 | 20 |
JLP Asset Management, LLC | 20 | 20 | 5.93% | 9.00% | 12.41% | Q4 2018 | Q3 2023 | 20 |
Sustainable Insight Capital Management, LLC | 14 | 1 | 0.15% | 3.67% | 7.82% | Q4 2016 | Q4 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.43% | 1.01% | 1.52% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20 | 20 | 0.38% | 1.26% | 1.95% | Q4 2018 | Q3 2023 | 20 |
PEAPACK GLADSTONE FINANCIAL CORP | 19 | 19 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Wellington Shields Capital Management, LLC | 19 | 19 | 0.03% | 0.10% | 0.18% | Q1 2018 | Q3 2022 | 19 |
LMR Partners LLP | 11 | 1 | 0.00% | 0.10% | 0.36% | Q2 2014 | Q3 2022 | 19 |
Freedom Investment Management, Inc. | 15 | 4 | 0.02% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.04% | 0.24% | Q3 2013 | Q3 2023 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.01% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 17 | 2 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 19 |
Evercore Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 19 |
Natixis Investment Managers International | 6 | 1 | 0.04% | 0.35% | 1.55% | Q4 2014 | Q3 2023 | 19 |
FIRST FOUNDATION ADVISORS | 13 | 6 | 0.01% | 0.05% | 0.17% | Q2 2014 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 19 | 19 | 0.34% | 0.50% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Waterfront Capital Partners, LLC | 6 | 1 | 0.73% | 2.69% | 5.91% | Q4 2013 | Q1 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Kemper Corp Master Retirement Trust | 19 | 19 | 0.38% | 0.60% | 0.89% | Q2 2013 | Q4 2017 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.29% | 0.37% | 0.47% | Q1 2019 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 19 | 19 | 0.00% | 0.23% | 0.83% | Q1 2019 | Q3 2023 | 19 |
Arjuna Capital | 13 | 6 | 0.10% | 0.89% | 1.64% | Q4 2017 | Q4 2022 | 19 |
CWA Asset Management Group, LLC | 19 | 19 | 0.10% | 0.56% | 0.90% | Q1 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BAHL & GAYNOR INC | 19 | 19 | 0.02% | 1.05% | 1.84% | Q1 2019 | Q3 2023 | 19 |
LGT CAPITAL PARTNERS LTD. | 19 | 19 | 0.15% | 0.26% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.12% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.09% | 0.15% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Garrison Asset Management, LLC | 19 | 19 | 0.13% | 0.20% | 0.28% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 19 | 19 | 0.02% | 0.28% | 1.02% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 18 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 19 |
IMA Wealth, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 3 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 19 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.13% | 0.36% | Q1 2015 | Q3 2023 | 19 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
AGF INVESTMENTS INC. | 19 | 19 | 0.01% | 0.25% | 0.70% | Q1 2018 | Q3 2022 | 19 |
Focused Wealth Management, Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 19 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.07% | 0.20% | Q4 2017 | Q2 2022 | 19 |
QVR LLC | 4 | 3 | 0.00% | 0.06% | 0.17% | Q1 2021 | Q4 2022 | 19 |
Independent Advisor Alliance | 19 | 19 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Johnson Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Horizon Investments, LLC | 11 | 7 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Meristem Family Wealth, LLC | 13 | 5 | 0.06% | 0.08% | 0.08% | Q3 2017 | Q1 2022 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.02% | 0.11% | 0.42% | Q2 2013 | Q3 2022 | 18 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
American Assets Capital Advisers, LLC | 18 | 18 | 0.13% | 3.58% | 9.62% | Q2 2019 | Q3 2023 | 18 |
Virtue Capital Management, LLC | 8 | 3 | 0.07% | 0.18% | 0.34% | Q4 2017 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.08% | 0.20% | 0.32% | Q2 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2019 | 18 |
CARL DOMINO INC | 18 | 18 | 1.21% | 1.70% | 2.64% | Q2 2013 | Q3 2017 | 18 |
GOFEN & GLOSSBERG LLC /IL/ | 14 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 18 |
Baker Ellis Asset Management LLC | 18 | 18 | 0.18% | 0.29% | 0.39% | Q2 2019 | Q3 2023 | 18 |
BECKER CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
LOOMIS SAYLES & CO L P | 15 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 18 |
CX Institutional | 14 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Opus Capital Group, LLC | 18 | 18 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
WASHINGTON TRUST Co | 15 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Prospera Financial Services Inc | 18 | 18 | 0.17% | 0.28% | 0.89% | Q2 2019 | Q3 2023 | 18 |
Windsor Capital Management, LLC | 18 | 18 | 0.24% | 0.29% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.05% | 0.18% | 0.30% | Q1 2019 | Q3 2023 | 18 |
MOTCO | 15 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 18 |
Midwest Professional Planners, LTD. | 18 | 18 | 0.19% | 0.35% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 1 | 0.00% | 0.12% | 0.30% | Q3 2016 | Q3 2022 | 18 |
GSI Capital Advisors LLC | 11 | 1 | 3.07% | 6.61% | 12.69% | Q4 2013 | Q3 2023 | 18 |
CAMDEN NATIONAL BANK | 18 | 18 | 0.49% | 1.39% | 1.98% | Q2 2019 | Q3 2023 | 18 |
1st Global Advisors, Inc. | 17 | 17 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q2 2017 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.13% | 0.20% | 0.39% | Q4 2018 | Q4 2022 | 17 |
Nationwide Fund Advisors | 11 | 6 | 0.04% | 0.16% | 0.24% | Q2 2013 | Q3 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.06% | 0.09% | Q2 2017 | Q2 2021 | 17 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.10% | 0.32% | Q1 2014 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 9 | 2 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2019 | 17 |
Waratah Capital Advisors Ltd. | 6 | 1 | 0.02% | 0.71% | 3.29% | Q4 2016 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2017 | 17 |
I.G. INVESTMENT MANAGEMENT, LTD. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Knuff & Co LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.70% | 0.93% | 1.17% | Q4 2018 | Q4 2022 | 17 |
RiverFront Investment Group, LLC | 17 | 17 | 0.23% | 0.57% | 0.89% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.04% | 0.14% | 0.32% | Q2 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 15 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.16% | 0.55% | Q2 2015 | Q2 2023 | 17 |
Compagnie Lombard Odier SCmA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.06% | 0.11% | 0.26% | Q1 2018 | Q1 2022 | 17 |
Diversified Trust Co | 17 | 17 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q4 2023 | 17 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.15% | Q4 2015 | Q4 2022 | 17 |
Andesa Financial Management Inc. | 17 | 17 | 0.11% | 0.26% | 0.43% | Q4 2018 | Q4 2022 | 17 |
Anchor Investment Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 17 | 0.28% | 0.62% | 1.16% | Q4 2016 | Q4 2020 | 17 |
GAM Holding AG | 17 | 17 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q2 2017 | 17 |
TIEDEMANN ADVISORS, LLC | 15 | 2 | 0.03% | 1.25% | 1.95% | Q4 2018 | Q3 2023 | 17 |
COLONY GROUP LLC | 17 | 17 | 0.01% | 0.13% | 0.19% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2017 | 17 |
WEALTHFRONT Corp | 9 | 8 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 17 |
Gilbert & Cook, Inc. | 10 | 1 | 0.04% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 17 |
FRED ALGER MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Cetera Advisor Networks LLC | 14 | 2 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.03% | 0.07% | 0.11% | Q1 2014 | Q4 2017 | 16 |
Edgestream Partners, L.P. | 8 | 1 | 0.01% | 0.16% | 0.45% | Q3 2016 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.20% | 0.66% | 0.98% | Q4 2019 | Q3 2023 | 16 |
TOMPKINS FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 16 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.14% | 0.51% | Q2 2018 | Q3 2023 | 16 |
JFS WEALTH ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NuWave Investment Management, LLC | 7 | 1 | 0.01% | 0.22% | 0.81% | Q4 2017 | Q3 2022 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.04% | 0.57% | 2.34% | Q4 2013 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.25% | 0.46% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Investors Research Corp | 9 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 16 |
FinTrust Capital Advisors, LLC | 9 | 7 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.33% | 0.46% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.27% | 0.33% | 0.40% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 13 | 3 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.05% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.29% | 0.38% | 0.44% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 16 |
RENAISSANCE GROUP LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 4 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2022 | 16 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 0.39% | 1.30% | Q2 2016 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.73% | 3.27% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.13% | 0.26% | 0.42% | Q4 2019 | Q3 2023 | 16 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.07% | 0.30% | Q3 2018 | Q2 2022 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.25% | 0.61% | 0.91% | Q2 2013 | Q1 2017 | 16 |
McKinley Carter Wealth Services, Inc. | 15 | 1 | 0.04% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
BURNEY CO/ | 16 | 16 | 0.02% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.19% | 0.29% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Spouting Rock Asset Management, LLC | 16 | 16 | 0.27% | 1.00% | 1.94% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.18% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 10 | 1 | 0.02% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 16 |
TOWER BRIDGE ADVISORS | 16 | 16 | 0.05% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 9 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 16 |
WADDELL & REED FINANCIAL INC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q1 2018 | 16 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 16 | 16 | 0.00% | 0.41% | 0.55% | Q4 2019 | Q3 2023 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 16 |
GREAT VALLEY ADVISOR GROUP, INC. | 16 | 16 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Qtron Investments LLC | 10 | 6 | 0.13% | 0.19% | 0.39% | Q2 2019 | Q3 2023 | 16 |
FULTON BANK, N.A. | 16 | 16 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q4 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.12% | 0.19% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Capital Impact Advisors, LLC | 13 | 3 | 0.06% | 0.78% | 1.24% | Q1 2015 | Q1 2020 | 16 |
Baystate Wealth Management LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 1.58% | 2.48% | 3.89% | Q4 2019 | Q3 2023 | 16 |
PITCAIRN CO | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Capital Research Global Investors | 16 | 16 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
BLUESTEIN R H & CO LLC | 11 | 5 | 0.02% | 0.48% | 1.47% | Q3 2017 | Q3 2022 | 16 |
Csenge Advisory Group | 15 | 1 | 0.00% | 0.12% | 0.16% | Q3 2018 | Q3 2023 | 16 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.19% | 0.62% | Q4 2017 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.30% | 0.44% | 0.60% | Q4 2019 | Q3 2023 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.05% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Alley Co LLC | 15 | 15 | 0.59% | 1.01% | 2.30% | Q2 2018 | Q4 2021 | 15 |
BLB&B Advisors, LLC | 15 | 15 | 1.38% | 1.59% | 1.89% | Q1 2020 | Q3 2023 | 15 |
Menard Financial Group LLC | 14 | 1 | 0.45% | 0.87% | 1.76% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.22% | 0.27% | 0.38% | Q3 2016 | Q1 2020 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Harrington Investments, INC | 15 | 15 | 0.95% | 1.17% | 1.48% | Q1 2020 | Q3 2023 | 15 |
HighTower Trust Company, N.A. | 13 | 2 | 0.04% | 0.24% | 0.32% | Q1 2017 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2016 | 15 |
SIGMA INVESTMENT COUNSELORS INC | 15 | 15 | 0.21% | 0.27% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.10% | 0.16% | 0.24% | Q4 2015 | Q3 2023 | 15 |
BRASADA CAPITAL MANAGEMENT, LP | 15 | 15 | 0.11% | 0.70% | 1.92% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 15 |
MARATHON CAPITAL MANAGEMENT | 9 | 6 | 0.15% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 15 |
BSW Wealth Partners | 14 | 1 | 0.07% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 15 |
Partners Group Holding AG | 15 | 15 | 0.12% | 0.42% | 0.60% | Q1 2020 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.25% | 0.85% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Edgewood Management | 11 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.15% | 0.56% | Q2 2014 | Q4 2017 | 15 |
OMERS ADMINISTRATION Corp | 9 | 1 | 0.02% | 0.54% | 1.45% | Q2 2017 | Q3 2023 | 15 |
GUYASUTA INVESTMENT ADVISORS INC | 15 | 15 | 0.11% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Glenview Trust Co | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Reynders McVeigh Capital Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Hudock, Inc. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 15 |
Stanley-Laman Group, Ltd. | 15 | 15 | 0.41% | 0.55% | 0.68% | Q1 2020 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.27% | 0.32% | 0.38% | Q1 2017 | Q3 2020 | 15 |
Hardman Johnston Global Advisors LLC | 15 | 15 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.09% | 0.11% | 0.16% | Q2 2013 | Q4 2016 | 15 |
BALASA DINVERNO & FOLTZ LLC | 11 | 1 | 0.02% | 0.12% | 0.19% | Q3 2018 | Q3 2022 | 15 |
Clark Capital Management Group, Inc. | 15 | 15 | 0.31% | 0.49% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 3.22% | 6.21% | 13.16% | Q1 2020 | Q3 2023 | 15 |
Summit X, LLC | 15 | 15 | 0.10% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Advisory, LLC | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Telos Capital Management, Inc. | 15 | 15 | 0.06% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.10% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Baldwin Investment Management, LLC | 15 | 15 | 0.07% | 0.32% | 0.43% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q4 2016 | 15 |
FOSTER DYKEMA CABOT & CO INC/MA | 15 | 15 | 0.05% | 2.07% | 2.73% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
JAMES INVESTMENT RESEARCH INC | 12 | 3 | 0.00% | 0.46% | 0.81% | Q2 2016 | Q3 2023 | 15 |
BTC Capital Management, Inc. | 15 | 15 | 0.23% | 0.67% | 0.90% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.19% | 0.23% | 0.30% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Laurel Wealth Advisors LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.04% | 0.15% | Q2 2015 | Q3 2022 | 15 |
PRIO WEALTH LIMITED PARTNERSHIP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PIEDMONT INVESTMENT ADVISORS INC | 12 | 3 | 0.00% | 0.26% | 0.53% | Q2 2016 | Q1 2020 | 15 |
Hartford Financial Management Inc. | 15 | 15 | 0.45% | 0.52% | 0.66% | Q1 2020 | Q3 2023 | 15 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 15 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 15 | 0.08% | 0.15% | 0.30% | Q1 2020 | Q3 2023 | 15 |
HOEY INVESTMENTS, INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Spears Abacus Advisors LLC | 15 | 15 | 1.29% | 1.65% | 1.98% | Q1 2020 | Q3 2023 | 15 |
Swedbank | 15 | 15 | 0.56% | 1.07% | 1.88% | Q2 2017 | Q4 2020 | 15 |
Maple Capital Management, Inc. | 15 | 15 | 0.04% | 0.08% | 0.29% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q4 2016 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 7 | 0.12% | 0.16% | 0.21% | Q1 2020 | Q4 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Paradigm Financial Partners, LLC | 15 | 15 | 0.42% | 0.65% | 1.18% | Q1 2020 | Q3 2023 | 15 |
Seven Post Investment Office LP | 15 | 15 | 2.62% | 4.11% | 6.94% | Q1 2020 | Q3 2023 | 15 |
Echo Street Capital Management LLC | 8 | 1 | 0.00% | 0.25% | 0.72% | Q2 2017 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.39% | 0.79% | Q1 2017 | Q3 2020 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.13% | 0.20% | 0.24% | Q1 2020 | Q3 2023 | 15 |
AMARILLO NATIONAL BANK | 10 | 4 | 0.05% | 0.25% | 0.43% | Q2 2013 | Q3 2023 | 14 |
Family Legacy, Inc. | 14 | 14 | 0.31% | 0.74% | 0.99% | Q2 2020 | Q3 2023 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Voya Financial Advisors, Inc. | 8 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 14 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.12% | 0.24% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Cincinnati Specialty Underwriters Insurance CO | 14 | 14 | 0.51% | 0.60% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.12% | 0.81% | 2.13% | Q2 2013 | Q4 2022 | 14 |
HARTLINE INVESTMENT CORP/ | 9 | 1 | 0.06% | 0.15% | 0.34% | Q4 2019 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.08% | 0.13% | 0.16% | Q1 2016 | Q2 2019 | 14 |
Zurich Insurance Group Ltd/FI | 9 | 1 | 0.04% | 0.21% | 0.54% | Q3 2016 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
DeDora Capital, Inc. | 10 | 4 | 0.17% | 0.23% | 0.32% | Q2 2019 | Q4 2022 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q4 2023 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.62% | 0.86% | 1.51% | Q2 2020 | Q3 2023 | 14 |
Altium Wealth Management LLC | 14 | 14 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2022 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
FIRST CITIZENS BANK & TRUST CO | 8 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2023 | 14 |
WINTON GROUP Ltd | 11 | 1 | 0.01% | 0.22% | 0.76% | Q3 2015 | Q1 2022 | 14 |
First Personal Financial Services | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 14 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.12% | 0.20% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Columbia Trust Co 01012016 | 12 | 2 | 0.26% | 0.33% | 0.41% | Q1 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.10% | 0.22% | 0.35% | Q2 2019 | Q3 2022 | 14 |
BRIGHTON JONES LLC | 13 | 1 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
PRIVATE TRUST CO NA | 12 | 2 | 0.00% | 0.06% | 0.10% | Q2 2014 | Q3 2023 | 14 |
abrdn Investment Management Ltd | 9 | 5 | 0.05% | 0.44% | 0.83% | Q2 2013 | Q2 2017 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 14 | 14 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q1 2022 | 14 |
Global Endowment Management, LP | 6 | 1 | 0.04% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 14 |
HMS Capital Management, LLC | 14 | 14 | 0.17% | 0.38% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 3.16% | 4.34% | 5.35% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.41% | 0.72% | 0.97% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.21% | 0.34% | Q2 2020 | Q3 2023 | 14 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 14 | 14 | 0.28% | 0.37% | 0.50% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
RAY GERALD L & ASSOCIATES LTD | 12 | 2 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q3 2017 | 14 |
Pegasus Partners Ltd. | 14 | 14 | 0.11% | 0.32% | 0.49% | Q3 2016 | Q4 2019 | 14 |
USCA RIA LLC | 14 | 14 | 0.03% | 0.09% | 0.30% | Q1 2018 | Q2 2021 | 14 |
Alphinity Investment Management Pty Ltd | 14 | 14 | 0.35% | 3.20% | 5.19% | Q2 2019 | Q3 2022 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
BRYN MAWR TRUST Co | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Capital Bank & Trust Co | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 14 |
DOHJ, LLC | 14 | 14 | 0.14% | 0.44% | 1.38% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Balentine LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 14 |
Strategic Investment Advisors / MI | 5 | 1 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2021 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 4 | 0.12% | 0.18% | 0.24% | Q1 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 9 | 5 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 14 |
South Dakota Investment Council | 8 | 2 | 0.02% | 0.21% | 0.42% | Q3 2018 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
OAK RIDGE INVESTMENTS LLC | 14 | 14 | 0.11% | 0.13% | 0.18% | Q1 2020 | Q2 2023 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.12% | 0.18% | 0.30% | Q2 2020 | Q3 2023 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 0.45% | 1.12% | 2.18% | Q2 2013 | Q3 2016 | 14 |
Assenagon Asset Management S.A. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
REAVES W H & CO INC | 14 | 14 | 0.21% | 1.68% | 3.35% | Q2 2020 | Q3 2023 | 14 |
MAI Capital Management | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.11% | 0.39% | Q2 2016 | Q1 2023 | 14 |
Financial Architects, Inc | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 9 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.08% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 11 | 2 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q2 2023 | 13 |
WT Wealth Management | 13 | 13 | 0.42% | 0.81% | 1.00% | Q2 2020 | Q2 2023 | 13 |
Sompo Asset Management Co., Ltd. | 8 | 5 | 0.06% | 0.26% | 0.70% | Q3 2018 | Q3 2023 | 13 |
WealthTrust Axiom LLC | 13 | 13 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
PATTEN & PATTEN INC/TN | 13 | 13 | 0.03% | 0.16% | 0.30% | Q3 2020 | Q3 2023 | 13 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.12% | 0.26% | 0.54% | Q2 2017 | Q2 2023 | 13 |
MIROVA | 13 | 13 | 0.02% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 13 |
Tidal Investments LLC | 12 | 1 | 0.02% | 0.21% | 0.38% | Q1 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
OneAscent Financial Services LLC | 7 | 1 | 0.09% | 0.23% | 0.47% | Q1 2020 | Q3 2023 | 13 |
SIGNET FINANCIAL MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.08% | 0.16% | Q1 2018 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BANK OF HAWAII | 8 | 1 | 0.02% | 0.06% | 0.11% | Q3 2014 | Q4 2018 | 13 |
Bay Harbor Wealth Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Investment Research & Advisory Group, Inc. | 9 | 4 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Pinion Investment Advisors, LLC | 11 | 2 | 0.35% | 0.74% | 1.44% | Q1 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BRINKER CAPITAL INC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q2 2020 | 13 |
MILES CAPITAL, INC. | 13 | 13 | 0.25% | 0.90% | 1.78% | Q1 2017 | Q1 2020 | 13 |
MISSION WEALTH MANAGEMENT, LP | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
InTrack Investment Management Inc | 13 | 13 | 0.28% | 0.90% | 1.79% | Q4 2020 | Q4 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.14% | 0.23% | 0.42% | Q3 2020 | Q3 2023 | 13 |
WMS Partners, LLC | 5 | 4 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.09% | 0.19% | 0.52% | Q4 2017 | Q4 2020 | 13 |
FIRST MERCANTILE TRUST CO | 13 | 13 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 13 |
CONNABLE OFFICE INC | 13 | 13 | 0.26% | 0.30% | 0.36% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Thomasville National Bank | 10 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.06% | 0.12% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Callahan Advisors, LLC | 13 | 13 | 0.60% | 0.76% | 1.05% | Q3 2020 | Q3 2023 | 13 |
Tranquility Partners, LLC | 10 | 3 | 0.11% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Dakota Wealth Management | 13 | 13 | 0.10% | 0.29% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Veracity Capital LLC | 11 | 2 | 0.06% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 13 |
Barings Real Estate Advisers LLC | 6 | 2 | 2.00% | 4.40% | 6.58% | Q2 2013 | Q4 2016 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Strategic Wealth Partners, Ltd. | 12 | 1 | 0.00% | 0.36% | 0.48% | Q3 2019 | Q1 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Marshall Wace North America L.P. | 5 | 4 | 0.00% | 0.03% | 0.13% | Q1 2017 | Q3 2021 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.21% | 0.76% | 1.06% | Q4 2020 | Q4 2023 | 13 |
AlphaCrest Capital Management LLC | 10 | 1 | 0.01% | 0.12% | 0.25% | Q4 2018 | Q3 2022 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Verde Capital Management | 13 | 13 | 0.52% | 0.89% | 1.42% | Q3 2020 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.01% | 0.02% | 0.07% | Q2 2014 | Q2 2017 | 13 |
Global Financial Private Capital, Inc | 13 | 13 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q2 2020 | 13 |
Lavaca Capital LLC | 8 | 8 | 0.03% | 0.11% | 0.21% | Q3 2020 | Q2 2022 | 13 |
Blue Chip Partners, LLC | 13 | 13 | 0.02% | 0.18% | 1.39% | Q3 2020 | Q3 2023 | 13 |
SeaCrest Wealth Management, LLC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 13 |
Providence Capital Advisors, LLC | 12 | 1 | 0.00% | 1.21% | 1.52% | Q4 2019 | Q3 2023 | 13 |
SANDLER CAPITAL MANAGEMENT | 13 | 13 | 0.02% | 0.39% | 1.28% | Q3 2020 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.20% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Founders Capital Management | 13 | 13 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 5 | 1 | 0.00% | 0.04% | 0.33% | Q2 2017 | Q3 2023 | 13 |
MENORA MIVTACHIM HOLDINGS LTD. | 13 | 13 | 1.31% | 1.95% | 2.62% | Q3 2020 | Q3 2023 | 13 |
FORBES J M & CO LLP | 13 | 13 | 0.81% | 0.93% | 1.16% | Q3 2020 | Q3 2023 | 13 |
CreativeOne Wealth, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 1.07% | 1.37% | 1.62% | Q4 2020 | Q3 2023 | 12 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.03% | 0.11% | 0.34% | Q2 2013 | Q1 2020 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.27% | 0.55% | 0.85% | Q4 2020 | Q3 2023 | 12 |
B&I Capital AG | 12 | 12 | 3.97% | 8.35% | 12.00% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.53% | 1.76% | 2.02% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.16% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
REAL ESTATE MANAGEMENT SERVICES LLC | 12 | 12 | 2.36% | 2.72% | 3.24% | Q2 2013 | Q1 2016 | 12 |
GARLAND CAPITAL MANAGEMENT INC | 12 | 12 | 2.81% | 3.40% | 4.50% | Q2 2017 | Q1 2020 | 12 |
Avalon Investment & Advisory | 12 | 12 | 0.01% | 0.04% | 0.28% | Q2 2020 | Q1 2023 | 12 |
Platte River Wealth Advisors, LLC | 11 | 1 | 0.45% | 0.66% | 0.95% | Q4 2019 | Q4 2022 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2016 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q1 2016 | 12 |
FIRST QUADRANT LLC/CA | 12 | 12 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q4 2021 | 12 |
THOMPSON DAVIS & CO., INC. | 9 | 3 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
American Assets Investment Management, LLC | 9 | 1 | 0.03% | 0.08% | 0.27% | Q1 2014 | Q3 2023 | 12 |
Meridian Wealth Partners, LLC | 7 | 5 | 0.01% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 12 |
Socorro Asset Management LP | 12 | 12 | 2.36% | 3.09% | 3.70% | Q4 2020 | Q3 2023 | 12 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.11% | 0.28% | Q3 2013 | Q1 2023 | 12 |
Leelyn Smith, LLC | 7 | 5 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2022 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 1.78% | 2.05% | 2.50% | Q1 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Convergence Investment Partners, LLC | 5 | 2 | 0.03% | 0.14% | 0.45% | Q2 2013 | Q3 2018 | 12 |
Asset Dedication, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Anson Funds Management LP | 6 | 2 | 0.08% | 0.41% | 1.13% | Q1 2019 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.11% | 0.18% | 0.26% | Q2 2013 | Q1 2016 | 12 |
AIA Group Ltd | 12 | 12 | 0.50% | 1.48% | 2.50% | Q4 2020 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Land & Buildings Investment Management | 4 | 1 | 2.46% | 4.93% | 10.41% | Q2 2013 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 12 |
OPTIMUM INVESTMENT ADVISORS | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2020 | 12 |
Winfield Associates, Inc. | 10 | 2 | 0.00% | 0.51% | 1.13% | Q3 2017 | Q1 2022 | 12 |
Foundry Partners, LLC | 9 | 3 | 0.21% | 0.32% | 0.64% | Q4 2016 | Q2 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.00% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.86% | 2.49% | 2.91% | Q4 2018 | Q3 2021 | 12 |
EFG Asset Management (Americas) Corp. | 11 | 1 | 0.09% | 0.20% | 0.38% | Q4 2017 | Q1 2022 | 12 |
Dynamic Advisor Solutions LLC | 11 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 0.28% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 6 | 1 | 0.01% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 12 |
Vectors Research Management, LLC | 7 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 12 | 0.44% | 0.59% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
DUALITY ADVISERS, LP | 5 | 1 | 0.03% | 0.20% | 0.47% | Q4 2018 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.17% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.04% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 1 | 0.00% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.03% | 0.12% | 0.36% | Q4 2019 | Q2 2023 | 12 |
Jacobi Capital Management LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
PDS Planning, Inc | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.18% | 0.77% | 0.96% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.09% | 0.41% | 0.50% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.12% | 0.53% | 0.65% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.11% | 0.46% | 0.56% | Q4 2016 | Q3 2019 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 12 |
Fieldpoint Private Securities, LLC | 9 | 3 | 0.02% | 0.18% | 0.30% | Q3 2017 | Q2 2022 | 12 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q4 2015 | 11 |
MIDDLETON & CO INC/MA | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Cable Hill Partners, LLC | 7 | 1 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 11 |
Geller Advisors LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.01% | 0.16% | 0.32% | Q4 2013 | Q3 2018 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 9 | 2 | 0.02% | 0.23% | 0.55% | Q2 2019 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.08% | 0.72% | 1.02% | Q2 2013 | Q4 2015 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.16% | 0.18% | 0.24% | Q1 2018 | Q3 2020 | 11 |
Peregrine Asset Advisers, Inc. | 9 | 2 | 0.11% | 0.22% | 0.46% | Q2 2013 | Q2 2023 | 11 |
One Wealth Advisors, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Cordasco Financial Network | 10 | 1 | 0.00% | 2.79% | 4.69% | Q1 2017 | Q2 2022 | 11 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.18% | 0.20% | 0.24% | Q2 2020 | Q4 2022 | 11 |
M Holdings Securities, Inc. | 6 | 1 | 0.09% | 0.18% | 0.38% | Q1 2019 | Q2 2023 | 11 |
Counsel Portfolio Services Inc. | 6 | 5 | 0.21% | 0.42% | 0.52% | Q2 2013 | Q2 2016 | 11 |
ENDEAVOUR CAPITAL ADVISORS INC | 8 | 1 | 0.11% | 0.66% | 1.46% | Q4 2014 | Q2 2023 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.01% | 0.03% | 0.17% | Q4 2019 | Q3 2023 | 11 |
La Francaise Forum Securities Ltd | 11 | 11 | 1.83% | 4.29% | 5.71% | Q2 2013 | Q4 2015 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Navis Wealth Advisors, LLC | 11 | 11 | 0.19% | 0.32% | 0.44% | Q1 2021 | Q3 2023 | 11 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 8 | 3 | 0.18% | 0.29% | 0.39% | Q4 2020 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.07% | 0.27% | Q4 2014 | Q3 2023 | 11 |
M&R CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 11 |
KMG FIDUCIARY PARTNERS, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Smith, Salley & Associates | 11 | 11 | 0.11% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
AGF Investments LLC | 5 | 1 | 0.00% | 0.09% | 0.48% | Q4 2016 | Q4 2020 | 11 |
Alberta Investment Management Corp | 8 | 1 | 0.03% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 11 |
Grove Bank & Trust | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 11 |
Baillie Gifford | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.11% | 0.40% | Q4 2014 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.00% | 0.05% | 0.27% | Q4 2020 | Q4 2023 | 11 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
Gerstein Fisher | 9 | 1 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2016 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.18% | 0.22% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 5 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q4 2017 | 11 |
Patten Group, Inc. | 11 | 11 | 0.08% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Fiduciary Group LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.10% | 0.17% | 0.28% | Q1 2020 | Q3 2022 | 11 |
Visionary Wealth Advisors | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TELEMUS CAPITAL, LLC | 9 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.09% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
CORTLAND ADVISERS LLC | 11 | 11 | 2.30% | 3.00% | 3.34% | Q1 2017 | Q3 2019 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2019 | 11 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.01% | 0.09% | Q1 2017 | Q3 2023 | 11 |
Gilman Hill Asset Management, LLC | 11 | 11 | 0.10% | 0.17% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Harrison Street Securities, LLC | 6 | 5 | 3.18% | 4.12% | 5.16% | Q4 2013 | Q3 2016 | 11 |
Lenox Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Princeton Alpha Management LP | 9 | 2 | 0.09% | 0.26% | 0.46% | Q2 2014 | Q1 2017 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AXIOM INVESTORS LLC /DE | 6 | 5 | 0.44% | 0.62% | 0.87% | Q4 2019 | Q3 2023 | 11 |
BANK OF THE WEST | 11 | 11 | 0.26% | 0.47% | 0.69% | Q2 2020 | Q4 2022 | 11 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.00% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 11 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 11 |
Renasant Bank | 11 | 11 | 0.16% | 0.28% | 0.76% | Q1 2021 | Q3 2023 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 11 | 0.03% | 0.46% | 0.96% | Q1 2021 | Q3 2023 | 11 |
CAMG Solamere Management, LLC | 7 | 4 | 0.62% | 1.47% | 2.67% | Q1 2017 | Q4 2020 | 11 |
Private Portfolio Partners LLC | 10 | 10 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 10 | 10 | 0.03% | 0.16% | 0.51% | Q2 2016 | Q3 2018 | 10 |
Richard Bernstein Advisors LLC | 8 | 2 | 0.06% | 0.10% | 0.26% | Q1 2016 | Q3 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q2 2022 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.04% | 0.07% | 0.12% | Q3 2018 | Q4 2020 | 10 |
Hilltop Holdings Inc. | 6 | 4 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.29% | 0.47% | 0.57% | Q3 2021 | Q4 2023 | 10 |
Banco Santander, S.A. | 5 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q1 2022 | 10 |
PFS INVESTMENTS INC. | 8 | 2 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 6 | 4 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 10 |
Icon Wealth Partners, LLC | 6 | 1 | 0.28% | 0.34% | 0.42% | Q3 2020 | Q3 2023 | 10 |
Highland Private Wealth Management | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Atom Investors LP | 7 | 1 | 0.03% | 0.12% | 0.34% | Q2 2019 | Q1 2023 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Ergoteles LLC | 7 | 3 | 0.01% | 0.16% | 0.41% | Q3 2020 | Q2 2023 | 10 |
LOEB PARTNERS CORP | 9 | 1 | 0.32% | 0.41% | 0.52% | Q2 2013 | Q4 2018 | 10 |
IMPAX ASSET MANAGEMENT LLC | 10 | 10 | 0.15% | 0.53% | 1.10% | Q1 2016 | Q2 2018 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CHICAGO EQUITY PARTNERS LLC | 8 | 1 | 0.02% | 0.21% | 0.60% | Q1 2016 | Q1 2020 | 10 |
CHICAGO TRUST Co NA | 7 | 3 | 0.05% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2015 | 10 |
NewSquare Capital LLC | 10 | 10 | 0.00% | 0.05% | 0.47% | Q2 2021 | Q3 2023 | 10 |
American Research & Management Co. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 10 |
MILLIE CAPITAL MANAGEMENT, LLC | 10 | 10 | 1.59% | 2.21% | 3.08% | Q3 2015 | Q4 2017 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
SpiderRock Advisors, LLC | 4 | 3 | 0.00% | 0.17% | 0.78% | Q1 2017 | Q3 2020 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.09% | 0.60% | 1.94% | Q3 2017 | Q4 2020 | 10 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.08% | 0.31% | Q2 2022 | Q3 2023 | 10 |
New Jersey Better Educational Savings Trust | 6 | 4 | 0.52% | 0.69% | 0.84% | Q1 2021 | Q3 2023 | 10 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 10 |
Endurance Wealth Management, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 10 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q4 2022 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.09% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ALERUS FINANCIAL NA | 9 | 1 | 0.05% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 10 |
TIVERTON ASSET MANAGEMENT LLC | 10 | 10 | 0.02% | 0.20% | 0.37% | Q2 2017 | Q3 2019 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.08% | 0.22% | Q4 2019 | Q1 2022 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OneAscent Wealth Management LLC | 7 | 1 | 0.13% | 0.21% | 0.45% | Q4 2020 | Q3 2023 | 10 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.09% | 1.08% | 2.41% | Q3 2013 | Q2 2022 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 6 | 4 | 0.00% | 0.09% | 0.19% | Q1 2020 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
RB Capital Management, LLC | 10 | 10 | 0.09% | 0.18% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q2 2022 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Silverleafe Capital Partners, LLC | 10 | 10 | 0.75% | 2.36% | 3.35% | Q2 2020 | Q3 2022 | 10 |
Sowell Financial Services LLC | 8 | 1 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q1 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Graypoint LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
PFG Advisors | 10 | 10 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q2 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TCG Advisory Services, LLC | 7 | 3 | 0.44% | 0.56% | 0.68% | Q1 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Euclid Advisors LLC | 7 | 1 | 0.00% | 0.14% | 0.85% | Q2 2013 | Q2 2016 | 10 |
Amundi | 10 | 10 | 0.19% | 0.27% | 0.34% | Q2 2021 | Q3 2023 | 10 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 1 | 0.07% | 0.30% | 0.49% | Q1 2017 | Q2 2022 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
MANNING & NAPIER ADVISORS LLC | 10 | 10 | 0.02% | 0.08% | 0.11% | Q2 2015 | Q3 2017 | 10 |
KB FINANCIAL PARTNERS, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Unigestion Holding SA | 7 | 2 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.04% | 0.26% | 0.62% | Q3 2021 | Q3 2023 | 9 |
ADELL HARRIMAN & CARPENTER INC | 5 | 4 | 0.10% | 0.40% | 0.76% | Q2 2021 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.07% | 0.18% | 0.44% | Q3 2017 | Q4 2022 | 9 |
NFJ INVESTMENT GROUP, LLC | 5 | 4 | 0.00% | 0.38% | 0.89% | Q1 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 3 | 2 | 0.01% | 0.11% | 0.27% | Q3 2020 | Q3 2023 | 9 |
Great Diamond Partners, LLC | 9 | 9 | 0.67% | 0.78% | 0.95% | Q3 2020 | Q3 2022 | 9 |
Avestar Capital, LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.07% | 0.15% | 0.22% | Q2 2020 | Q2 2022 | 9 |
Arlington Partners LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 1 | 0.10% | 0.19% | 0.27% | Q2 2021 | Q4 2023 | 9 |
Hexavest Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.03% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Maven Securities LTD | 4 | 1 | 0.00% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 9 |
Laffer Tengler Investments, Inc. | 5 | 4 | 0.01% | 0.22% | 0.54% | Q2 2015 | Q2 2023 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.94% | 1.11% | 1.34% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 9 |
Boston Partners | 7 | 2 | 0.16% | 0.20% | 0.24% | Q3 2018 | Q1 2023 | 9 |
Gs Investments, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
Point72 Hong Kong Ltd | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2018 | 9 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.09% | 0.24% | Q2 2018 | Q2 2023 | 9 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
West Family Investments, Inc. | 5 | 4 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.03% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Tufton Capital Management | 9 | 9 | 0.16% | 0.19% | 0.21% | Q2 2020 | Q2 2022 | 9 |
Jackson, Grant Investment Advisers, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2022 | 9 |
Nan Shan Life Insurance Co., Ltd. | 6 | 3 | 0.21% | 0.65% | 1.70% | Q2 2021 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.05% | 0.05% | 0.07% | Q1 2017 | Q1 2019 | 9 |
DSM CAPITAL PARTNERS LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Everhart Financial Group, Inc. | 9 | 9 | 0.15% | 0.22% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Verdence Capital Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Covea Finance | 9 | 9 | 1.41% | 2.73% | 5.48% | Q4 2021 | Q4 2023 | 9 |
Heard Capital LLC | 8 | 8 | 0.12% | 4.87% | 7.20% | Q4 2021 | Q3 2023 | 9 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.76% | 1.35% | Q1 2014 | Q4 2017 | 9 |
Garde Capital, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Freestone Capital Holdings, LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2022 | 9 |
HoyleCohen, LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.12% | 0.57% | 2.74% | Q4 2020 | Q4 2022 | 9 |
Janney Capital Management LLC | 6 | 3 | 0.02% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 9 |
PUBLIC INVESTMENT FUND | 9 | 9 | 0.22% | 0.29% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Main Street Research LLC | 8 | 1 | 0.03% | 0.10% | 0.14% | Q1 2014 | Q3 2021 | 9 |
TOWNSQUARE CAPITAL LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Axiom Investment Management LLC | 9 | 9 | 0.47% | 1.07% | 1.96% | Q4 2020 | Q4 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2021 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.49% | 0.65% | 0.88% | Q3 2021 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q4 2020 | 9 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q4 2018 | 9 |
Pallas Capital Advisors LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q1 2023 | 9 |
RMR Wealth Builders | 3 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 9 |
Gryphon Financial Partners LLC | 4 | 2 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 9 |
Eisler Capital (UK) Ltd. | 4 | 1 | 0.01% | 0.27% | 0.69% | Q1 2021 | Q3 2023 | 9 |
Modus Advisors, LLC | 5 | 1 | 0.04% | 0.13% | 0.16% | Q2 2021 | Q4 2023 | 9 |
StrongBox Wealth, LLC | 9 | 9 | 0.19% | 1.27% | 1.74% | Q4 2021 | Q4 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Montecito Bank & Trust | 9 | 9 | 0.06% | 0.14% | 0.21% | Q4 2021 | Q4 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 9 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q2 2023 | 9 |
NICOLA WEALTH MANAGEMENT LTD. | 9 | 9 | 0.24% | 0.90% | 2.04% | Q3 2021 | Q3 2023 | 9 |
NORTHPOINTE CAPITAL LLC | 7 | 2 | 0.33% | 0.49% | 0.57% | Q1 2015 | Q3 2017 | 9 |
COMERICA SECURITIES INC | 6 | 3 | 0.03% | 0.25% | 0.71% | Q2 2016 | Q4 2018 | 9 |
DMC Group, LLC | 8 | 8 | 0.36% | 0.42% | 0.49% | Q4 2021 | Q3 2023 | 8 |
MYDA Advisors LLC | 6 | 1 | 1.01% | 2.46% | 4.35% | Q4 2021 | Q3 2023 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Vert Asset Management LLC | 8 | 8 | 6.72% | 7.10% | 7.62% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.52% | 0.65% | 0.82% | Q4 2021 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2016 | Q2 2023 | 8 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.10% | 0.41% | 0.84% | Q1 2021 | Q3 2023 | 8 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.10% | 0.32% | 0.92% | Q2 2014 | Q4 2019 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.23% | 0.41% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.19% | 0.26% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Kore Private Wealth LLC | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
DT Investment Partners, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Quadrant Private Wealth Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q1 2022 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TLP GROUP LLC | 4 | 1 | 0.00% | 0.14% | 0.48% | Q1 2016 | Q3 2018 | 8 |
FJ Capital Management LLC | 8 | 8 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 1.69% | 2.02% | 2.41% | Q2 2013 | Q1 2015 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.42% | 0.94% | Q2 2015 | Q3 2022 | 8 |
Twin Lakes Capital Management, LLC | 5 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 3.85% | 5.62% | 7.19% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.17% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
TOBAM | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
WEXFORD CAPITAL LP | 7 | 1 | 0.02% | 0.10% | 0.20% | Q2 2020 | Q2 2023 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 1.06% | 1.18% | 1.34% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.10% | 0.13% | 0.15% | Q4 2014 | Q3 2016 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Black Diamond Financial, LLC | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.10% | 0.18% | Q3 2018 | Q2 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GLOBEFLEX CAPITAL L P | 7 | 1 | 0.23% | 0.48% | 0.70% | Q3 2014 | Q3 2016 | 8 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Manchester Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2022 | 8 |
Aston Asset Management, LLC | 5 | 3 | 0.13% | 0.19% | 0.26% | Q4 2013 | Q4 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.11% | 0.27% | Q4 2021 | Q3 2023 | 8 |
HEADINVEST, LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.20% | 0.24% | 0.29% | Q3 2021 | Q2 2023 | 8 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.04% | 0.15% | 0.24% | Q4 2017 | Q2 2023 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q1 2018 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.11% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
STEWART & PATTEN CO LLC | 8 | 8 | 0.28% | 1.40% | 2.02% | Q4 2021 | Q3 2023 | 8 |
Demars Financial Group, LLC | 8 | 8 | 0.78% | 0.98% | 1.32% | Q3 2021 | Q2 2023 | 8 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 8 | 8 | 0.35% | 1.06% | 1.75% | Q3 2020 | Q2 2022 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.06% | 0.20% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 2 | 1 | 0.15% | 0.41% | 1.05% | Q4 2019 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.18% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
WATERS PARKERSON & CO., LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q1 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.00% | 0.11% | 0.15% | Q3 2017 | Q4 2021 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.07% | 0.34% | Q4 2018 | Q3 2021 | 8 |
VESTOR CAPITAL, LLC | 8 | 8 | 0.15% | 0.48% | 1.14% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 8 |
TDAM USA INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 8 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.51% | 1.04% | 1.56% | Q4 2021 | Q3 2023 | 8 |
SevenBridge Financial Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Independence Bank of Kentucky | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.31% | 0.46% | 0.72% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.08% | 0.17% | 0.34% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.18% | 0.30% | Q4 2020 | Q3 2022 | 8 |
MTM Investment Management, LLC | 6 | 2 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q2 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.18% | 0.54% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.12% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
JT Stratford LLC | 4 | 1 | 0.07% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 8 |
Values First Advisors, Inc. | 8 | 8 | 0.17% | 0.32% | 0.47% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.21% | 0.33% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.28% | 0.69% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.19% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.07% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.07% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Pearl River Capital, LLC | 2 | 1 | 0.09% | 0.46% | 0.73% | Q4 2018 | Q2 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.22% | 0.35% | 0.62% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.30% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Financial Avengers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 1.34% | 1.51% | 1.89% | Q4 2021 | Q3 2023 | 8 |
CPWM, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.27% | 0.42% | 0.75% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 1.17% | 1.50% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Holistic Financial Partners | 4 | 1 | 0.07% | 0.15% | 0.21% | Q4 2017 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.08% | 0.59% | 0.99% | Q3 2014 | Q3 2022 | 8 |
Tower View Wealth Management LLC | 8 | 8 | 0.07% | 0.15% | 0.19% | Q3 2021 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.06% | 0.30% | 0.67% | Q1 2022 | Q4 2023 | 8 |
Virtus ETF Advisers LLC | 5 | 3 | 0.00% | 0.11% | 0.44% | Q4 2018 | Q4 2022 | 8 |
Zimmer Partners, LP | 5 | 1 | 0.22% | 1.70% | 3.63% | Q4 2019 | Q2 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.04% | 0.11% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 7 | 7 | 0.02% | 0.04% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Robertson Stephens Wealth Management, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 7 |
HANCOCK WHITNEY CORP | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 7 |
Bogart Wealth, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Fulcrum Asset Management LLP | 4 | 3 | 0.86% | 1.18% | 1.72% | Q2 2020 | Q1 2022 | 7 |
Asset Planning Services, Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.11% | 0.62% | 1.52% | Q2 2013 | Q3 2017 | 7 |
Numeric Investors LLC | 3 | 2 | 0.02% | 0.04% | 0.11% | Q1 2015 | Q4 2017 | 7 |
JB Capital LLC | 5 | 2 | 0.06% | 0.42% | 0.82% | Q3 2021 | Q3 2023 | 7 |
Investment Advisory Group, LLC | 7 | 7 | 0.42% | 0.53% | 0.71% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Buckingham Capital Management, Inc. | 7 | 7 | 0.06% | 0.65% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Truvestments Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 7 |
Keel Point, LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
361 CAPITAL LLC | 5 | 2 | 0.13% | 0.54% | 0.90% | Q2 2016 | Q3 2018 | 7 |
Cornerstone Wealth Group, LLC | 4 | 1 | 0.33% | 0.40% | 0.46% | Q3 2019 | Q3 2023 | 7 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q1 2023 | 7 |
Kolinsky Wealth Management, LLC | 6 | 1 | 0.31% | 0.34% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Accuvest Global Advisors | 4 | 3 | 0.13% | 0.16% | 0.24% | Q3 2021 | Q3 2023 | 7 |
Blackstone Inc. | 6 | 1 | 0.11% | 0.61% | 1.01% | Q1 2020 | Q1 2022 | 7 |
BESSEMER SECURITIES LLC | 7 | 7 | 0.45% | 0.68% | 0.89% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 5 | 2 | 0.00% | 0.22% | 1.50% | Q4 2014 | Q4 2018 | 7 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.01% | 0.14% | 0.26% | Q2 2020 | Q3 2023 | 7 |
RAINIER INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.24% | 0.51% | 1.03% | Q1 2016 | Q3 2017 | 7 |
Black Swift Group, LLC | 4 | 3 | 0.01% | 0.33% | 1.74% | Q3 2020 | Q3 2023 | 7 |
CI Global Investments Inc. | 7 | 7 | 0.10% | 0.55% | 1.17% | Q4 2014 | Q2 2016 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Hixon Zuercher, LLC | 7 | 7 | 0.73% | 0.86% | 1.05% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Edge Wealth Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Archer Investment Corp | 4 | 3 | 0.02% | 1.14% | 2.30% | Q1 2020 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Penobscot Investment Management Company, Inc. | 7 | 7 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
STRATEGY ASSET MANAGERS LLC | 5 | 2 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
CIM INVESTMENT MANAGEMENT INC | 6 | 1 | 0.18% | 0.41% | 0.48% | Q4 2014 | Q4 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.28% | 0.40% | 0.52% | Q4 2021 | Q2 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.21% | 0.25% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Agate Pass Investment Management, LLC | 4 | 3 | 0.87% | 1.07% | 1.18% | Q4 2021 | Q4 2023 | 7 |
Teza Capital Management LLC | 6 | 1 | 0.14% | 0.44% | 0.80% | Q3 2019 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.18% | 0.29% | 0.47% | Q1 2022 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Advisors Network, Inc. | 6 | 1 | 0.27% | 0.35% | 0.42% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Aries Wealth Management | 6 | 1 | 0.08% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.69% | 0.79% | 0.94% | Q1 2022 | Q3 2023 | 7 |
360 Financial, Inc. | 5 | 2 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q2 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.61% | 0.67% | 0.80% | Q3 2021 | Q2 2023 | 7 |
ALGERT GLOBAL LLC | 5 | 1 | 0.06% | 0.19% | 0.33% | Q4 2019 | Q1 2022 | 7 |
LJ TRUST Co LLC | 7 | 7 | 2.87% | 3.24% | 3.43% | Q3 2015 | Q1 2017 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.00% | 0.16% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Westwind Capital | 7 | 7 | 2.52% | 3.95% | 5.26% | Q2 2022 | Q4 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2015 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.12% | 0.27% | 0.50% | Q1 2022 | Q3 2023 | 7 |
AJO, LP | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 7 |
Norway Savings Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Activest Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Visium Asset Management, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 6 |
Heartland Bank & Trust Co | 4 | 2 | 0.19% | 0.42% | 0.57% | Q4 2020 | Q3 2022 | 6 |
Pinnacle Wealth Management Group, Inc. | 6 | 6 | 0.19% | 0.23% | 0.27% | Q2 2021 | Q3 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Accurate Wealth Management, LLC | 4 | 2 | 0.04% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.14% | 0.48% | 0.73% | Q1 2022 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
JMAC ENTERPRISES LLC | 4 | 2 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.25% | 0.30% | 0.34% | Q3 2022 | Q4 2023 | 6 |
Horizon Family Wealth, Inc. | 4 | 2 | 0.23% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Gruss & Co., LLC | 4 | 2 | 0.06% | 0.55% | 1.00% | Q1 2020 | Q1 2022 | 6 |
Cyrus J. Lawrence, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Paragon Private Wealth Management, LLC | 6 | 6 | 0.75% | 0.93% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 2 | 2 | 0.03% | 0.12% | 0.26% | Q2 2023 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.24% | 0.48% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.82% | 0.98% | 1.14% | Q3 2016 | Q4 2017 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.11% | 0.14% | 0.20% | Q4 2021 | Q1 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
FCA CORP /TX | 3 | 1 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q2 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.23% | 0.32% | 0.40% | Q2 2013 | Q3 2014 | 6 |
GUARDIAN CAPITAL LP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2016 | Q3 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BALTIMORE CAPITAL MANAGEMENT, INC | 5 | 1 | 0.76% | 1.21% | 1.46% | Q3 2017 | Q1 2019 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 2 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 6 |
Perennial Investment Partners LTD | 6 | 6 | 0.75% | 2.72% | 4.66% | Q2 2013 | Q3 2014 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
MIG Capital, LLC | 6 | 6 | 4.51% | 5.57% | 6.55% | Q2 2022 | Q3 2023 | 6 |
WAFRA INC. | 4 | 2 | 0.04% | 0.37% | 0.46% | Q1 2016 | Q4 2020 | 6 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Calamos Wealth Management LLC | 4 | 2 | 0.02% | 0.32% | 0.57% | Q4 2021 | Q3 2023 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.06% | 0.24% | 0.62% | Q1 2015 | Q2 2016 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Absolute Return Capital, LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 6 |
Boston Trust Walden Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
J.Safra Asset Management Corp | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
United Asset Strategies, Inc. | 3 | 1 | 0.13% | 0.31% | 1.20% | Q1 2018 | Q4 2019 | 6 |
Capital International Investors | 6 | 6 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q1 2017 | 6 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.13% | 0.33% | Q2 2013 | Q2 2015 | 6 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.06% | 0.12% | 0.30% | Q2 2013 | Q3 2015 | 6 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.02% | 0.11% | 0.22% | Q2 2014 | Q1 2018 | 6 |
Riverview Trust Co | 5 | 1 | 0.04% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wakefield Asset Management LLLP | 4 | 1 | 0.01% | 0.38% | 1.17% | Q3 2018 | Q3 2020 | 6 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 6 |
Analyst IMS Investment Management Services Ltd. | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q2 2022 | 6 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6 | 6 | 0.49% | 0.65% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Quadrature Capital Ltd | 1 | 1 | 0.04% | 0.31% | 0.93% | Q3 2016 | Q3 2022 | 6 |
Ashburton (Jersey) Ltd | 5 | 1 | 0.00% | 0.29% | 0.45% | Q4 2015 | Q2 2017 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.61% | 0.69% | 0.82% | Q4 2018 | Q1 2020 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Gillson Capital LP | 3 | 1 | 0.13% | 0.52% | 1.17% | Q1 2021 | Q1 2023 | 6 |
CRAMER ROSENTHAL MCGLYNN LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.21% | 0.78% | Q2 2020 | Q3 2022 | 6 |
Blueshift Asset Management, LLC | 2 | 2 | 0.04% | 0.15% | 0.25% | Q1 2019 | Q3 2022 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 3 | 0.01% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Main Street Financial Solutions, LLC | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.29% | 0.35% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.08% | 0.41% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.21% | 0.43% | Q4 2020 | Q4 2022 | 6 |
Cornerstone Advisors, LLC | 3 | 1 | 0.03% | 0.18% | 0.48% | Q2 2020 | Q3 2023 | 6 |
VERUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Capital Square, LLC | 5 | 1 | 0.20% | 0.95% | 1.62% | Q1 2020 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.15% | 0.34% | 0.70% | Q4 2019 | Q3 2021 | 6 |
AXS Investments LLC | 6 | 6 | 0.34% | 0.57% | 1.00% | Q2 2022 | Q3 2023 | 6 |
MATTERN CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.68% | 0.87% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Stolper Co | 6 | 6 | 0.72% | 0.79% | 0.89% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.08% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 6 |
Inspire Advisors, LLC | 5 | 1 | 0.06% | 0.09% | 0.16% | Q4 2020 | Q2 2022 | 6 |
Masterton Capital Management, LP | 4 | 2 | 2.30% | 4.92% | 8.59% | Q4 2020 | Q1 2023 | 6 |
KWB Wealth | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Vanderbilt University | 6 | 6 | 0.34% | 0.50% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.01% | 1.13% | 1.35% | Q4 2020 | Q1 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Ignite Planners, LLC | 3 | 3 | 0.09% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Tenere Capital LLC | 6 | 6 | 3.36% | 4.49% | 5.66% | Q1 2022 | Q2 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 2 | 0.01% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.76% | 0.85% | 0.93% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Sweet Financial Partners, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
PAX Financial Group, LLC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRIVATE CAPITAL MANAGEMENT INC | 5 | 5 | 0.20% | 0.34% | 0.54% | Q1 2016 | Q1 2017 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
INGALLS & SNYDER LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Centiva Capital, LP | 1 | 1 | 0.03% | 0.05% | 0.11% | Q2 2021 | Q4 2022 | 5 |
Operose Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
SEGALL BRYANT & HAMILL, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.04% | 0.43% | 1.66% | Q4 2021 | Q4 2022 | 5 |
McIlrath & Eck, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
SPINNAKER TRUST | 5 | 5 | 0.14% | 0.38% | 0.55% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q2 2015 | Q2 2016 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
E Fund Management Co., Ltd. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2022 | 5 |
Pine River Capital Management L.P. | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2013 | Q3 2014 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.34% | 0.46% | 0.77% | Q4 2018 | Q3 2023 | 5 |
First Command Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 5 |
COUNTRY CLUB BANK /GFN | 5 | 5 | 0.20% | 0.32% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Enlightenment Research, LLC | 1 | 1 | 0.08% | 0.43% | 1.13% | Q4 2018 | Q3 2022 | 5 |
Bollard Group LLC | 5 | 5 | 0.26% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Saturna Capital CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Estabrook Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CSS LLC/IL | 5 | 5 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q4 2014 | 5 |
Geneva Partners, LLC | 4 | 1 | 0.22% | 1.48% | 2.01% | Q1 2019 | Q3 2020 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q4 2022 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.05% | 0.16% | Q4 2021 | Q4 2022 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
MENTA CAPITAL LLC | 2 | 1 | 0.06% | 0.15% | 0.29% | Q1 2015 | Q4 2017 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.11% | 0.37% | Q3 2016 | Q4 2019 | 5 |
LA FINANCIERE DE L'ECHIQUIER | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
InterOcean Capital, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 5 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Boston Common Asset Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 5 |
B & T Capital Management DBA Alpha Capital Management | 5 | 5 | 0.21% | 0.23% | 0.25% | Q2 2013 | Q2 2014 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.05% | 0.99% | 1.33% | Q1 2019 | Q1 2020 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 5 | 0.13% | 0.21% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Intersect Capital LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q1 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q4 2021 | 5 |
StoneX Group Inc. | 5 | 5 | 0.03% | 0.08% | 0.15% | Q2 2021 | Q2 2022 | 5 |
SAGE RHINO CAPITAL LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q3 2015 | 5 |
CapWealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2023 | 5 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q1 2021 | 5 |
V3 Capital Management, L.P. | 4 | 1 | 6.28% | 11.35% | 14.61% | Q1 2015 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 5 |
ANGELO GORDON & CO., L.P. | 5 | 5 | 0.34% | 0.57% | 0.78% | Q2 2013 | Q2 2014 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.12% | 0.76% | 2.71% | Q4 2020 | Q1 2023 | 5 |
Wealth Advisory Solutions, LLC | 4 | 1 | 0.00% | 0.74% | 1.31% | Q4 2019 | Q3 2021 | 5 |
Cordatus Wealth Management LLC | 3 | 2 | 0.23% | 0.77% | 1.10% | Q2 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q4 2018 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q4 2022 | 5 |
Bach Option Ltd | 2 | 2 | 0.12% | 0.27% | 0.39% | Q3 2018 | Q4 2018 | 5 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.26% | Q4 2020 | Q1 2022 | 5 |
Berkshire Bank | 5 | 5 | 0.08% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.97% | 1.09% | 1.21% | Q3 2022 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 5 |
Taikang Asset Management (Hong Kong) Co Ltd | 5 | 5 | 0.98% | 1.36% | 1.81% | Q3 2022 | Q3 2023 | 5 |
PATTON FUND MANAGEMENT, INC. | 4 | 1 | 0.50% | 0.88% | 1.25% | Q4 2019 | Q2 2022 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SevenOneSeven Capital Management | 5 | 5 | 0.81% | 0.87% | 0.92% | Q3 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.30% | 0.39% | 0.56% | Q3 2019 | Q3 2020 | 5 |
PARK NATIONAL CORP /OH/ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Naviter Wealth, LLC | 5 | 5 | 0.76% | 1.21% | 1.68% | Q3 2022 | Q3 2023 | 5 |
Mendel Money Management | 4 | 1 | 0.13% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.16% | 0.50% | 1.20% | Q2 2015 | Q4 2018 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.05% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 5 |
Peninsula Wealth, LLC | 4 | 1 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.21% | 0.31% | 0.42% | Q1 2015 | Q1 2016 | 5 |
Brookstone Capital Management | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.46% | 0.48% | 0.51% | Q4 2022 | Q4 2023 | 5 |
Railway Pension Investments Ltd | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2019 | Q2 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.18% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.85% | 1.20% | 1.61% | Q4 2020 | Q4 2021 | 5 |
L2 Asset Management, LLC | 4 | 1 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 5 |
Hill Winds Capital LP | 2 | 1 | 1.77% | 6.03% | 10.76% | Q4 2019 | Q4 2022 | 5 |
Seven Springs Wealth Group, LLC | 3 | 1 | 0.00% | 0.13% | 0.21% | Q4 2019 | Q3 2022 | 5 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q1 2023 | 5 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
HGI Capital Management, LLC | 3 | 1 | 2.49% | 4.94% | 9.12% | Q1 2020 | Q3 2023 | 5 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 4 |
black-and-white Capital LP | 2 | 1 | 0.65% | 1.08% | 1.71% | Q2 2017 | Q1 2020 | 4 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.00% | 0.10% | 0.16% | Q3 2018 | Q3 2023 | 4 |
Quaker Wealth Management, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MFA WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Castle Hook Partners LP | 1 | 1 | 0.07% | 1.07% | 3.86% | Q1 2017 | Q1 2020 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 4 | 1.85% | 2.17% | 2.37% | Q2 2020 | Q1 2021 | 4 |
Ceredex Value Advisors LLC | 4 | 4 | 0.64% | 0.70% | 0.72% | Q3 2022 | Q2 2023 | 4 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Coastal Bridge Advisors, LLC | 2 | 1 | 0.06% | 0.12% | 0.16% | Q3 2019 | Q4 2021 | 4 |
Schneider Downs Wealth Management Advisors, LP | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 4 | 4 | 0.33% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q3 2023 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.43% | 0.53% | 0.66% | Q2 2021 | Q1 2022 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
ADIRONDACK TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.53% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 |
CJM Wealth Advisers, Ltd. | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
True North Advisors, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2019 | Q2 2020 | 4 |
Summit Financial Strategies, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.13% | 0.33% | Q4 2019 | Q3 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2015 | Q4 2018 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.03% | 0.09% | 0.16% | Q3 2017 | Q2 2018 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Plancorp, LLC | 4 | 4 | 0.55% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.02% | 0.07% | 0.16% | Q1 2018 | Q2 2020 | 4 |
Parkwood LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2013 | Q4 2016 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Innovations LLC | 3 | 1 | 0.20% | 0.35% | 0.50% | Q1 2015 | Q1 2016 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cynosure Group, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q2 2019 | Q1 2020 | 4 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.21% | 0.37% | 0.62% | Q1 2017 | Q1 2020 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 4 |
SVA Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.08% | Q4 2014 | Q2 2020 | 4 |
Summit Financial, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ardent Capital Management, Inc. | 4 | 4 | 0.25% | 0.33% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Carlson Capital Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 4 |
Arabesque Asset Management Ltd | 4 | 4 | 0.65% | 0.75% | 0.82% | Q4 2021 | Q3 2022 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.22% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.20% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
BAR HARBOR WEALTH MANAGEMENT | 4 | 4 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q1 2020 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q1 2022 | 4 |
FDO Partners, LLC | 2 | 1 | 0.18% | 0.44% | 0.81% | Q1 2016 | Q4 2017 | 4 |
CITY HOLDING CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 4 |
Kepos Capital LP | 3 | 1 | 0.14% | 0.32% | 0.45% | Q4 2017 | Q4 2018 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 4 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 4 |
SRB CORP | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.01% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 1.04% | 1.13% | 1.22% | Q4 2022 | Q3 2023 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.01% | 0.13% | 0.24% | Q1 2015 | Q3 2021 | 4 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.08% | 0.28% | 0.52% | Q1 2021 | Q1 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.09% | Q2 2023 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 4 |
Busey Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hanson & Doremus Investment Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
TCF National Bank | 3 | 1 | 0.08% | 0.08% | 0.09% | Q1 2020 | Q1 2021 | 4 |
Starwood Real Estate Securities, LLC | 4 | 4 | 5.37% | 6.13% | 7.04% | Q1 2014 | Q4 2014 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.04% | 0.27% | 0.59% | Q3 2020 | Q1 2022 | 4 |
VALLEY WEALTH MANAGERS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q1 2021 | Q1 2022 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.05% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 4 |
Blueprint Investment Partners LLC | 3 | 1 | 0.11% | 0.28% | 0.37% | Q3 2021 | Q1 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.24% | 0.26% | 0.28% | Q2 2013 | Q1 2014 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.08% | 0.22% | Q3 2022 | Q3 2023 | 4 |
EJF Capital LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q2 2016 | 4 |
Stux Capital Management, LLC | 3 | 1 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q2 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Newbridge Financial Services Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
BOK Financial Private Wealth, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Ziegler Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Madison Asset Management, LLC | 4 | 4 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.17% | 0.56% | Q4 2013 | Q1 2018 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.98% | 1.14% | 1.30% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PWMCO, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.67% | 0.81% | 0.90% | Q4 2021 | Q3 2022 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.79% | 0.91% | 0.99% | Q4 2022 | Q3 2023 | 4 |
DEPRINCE RACE & ZOLLO INC | 4 | 4 | 0.51% | 0.65% | 0.71% | Q4 2022 | Q3 2023 | 4 |
SCOUT INVESTMENTS, INC. | 4 | 4 | 0.40% | 0.59% | 0.80% | Q1 2020 | Q4 2020 | 4 |
LEE DANNER & BASS INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.09% | 0.13% | 0.15% | Q4 2018 | Q3 2019 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.86% | 2.09% | 2.24% | Q2 2013 | Q1 2014 | 4 |
CLINTON GROUP INC | 1 | 1 | 0.06% | 0.25% | 0.44% | Q4 2013 | Q2 2017 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.45% | 0.55% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.13% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 0.56% | 0.68% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Systematic Alpha Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.29% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Revolve Wealth Partners, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.29% | 0.49% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 4 |
Truadvice, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q2 2021 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Dakota Community Bank & Trust NA | 4 | 4 | 0.22% | 0.74% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.99% | 1.20% | 1.75% | Q4 2022 | Q3 2023 | 4 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q1 2021 | Q3 2022 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 3.10% | 3.54% | 4.15% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
LOUNTZIS ASSET MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Cercano Management LLC | 4 | 4 | 0.53% | 0.60% | 0.67% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.09% | 0.22% | 0.37% | Q1 2021 | Q1 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.08% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.69% | 1.35% | 1.77% | Q4 2022 | Q3 2023 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.35% | 0.54% | 0.68% | Q4 2018 | Q3 2019 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.58% | 0.66% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.54% | 0.58% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.63% | 0.72% | 0.80% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2017 | 4 |
Founders Financial Alliance, LLC | 2 | 1 | 0.02% | 0.08% | 0.11% | Q3 2020 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.14% | 0.20% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
McDonough Capital Management, Inc | 4 | 4 | 0.35% | 0.40% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Kesler, Norman & Wride, LLC | 4 | 4 | 0.13% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.19% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.26% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
STABLEFORD CAPITAL II LLC | 2 | 1 | 0.34% | 0.60% | 1.18% | Q1 2020 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Roger Wittlin Investment Advisory, LLC | 4 | 4 | 0.77% | 1.29% | 1.59% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.10% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Lokken Investment Group LLC | 4 | 4 | 0.30% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Corton Capital Inc. | 4 | 4 | 0.13% | 0.29% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.41% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Missouri Trust & Investment Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.42% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ROMANO BROTHERS AND COMPANY | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Constitution Capital LLC | 4 | 4 | 1.09% | 1.15% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.07% | 0.19% | Q4 2020 | Q3 2021 | 4 |
Delphia (USA) Inc. | 3 | 1 | 0.21% | 0.42% | 0.58% | Q2 2022 | Q2 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.35% | 0.43% | 0.59% | Q1 2023 | Q4 2023 | 4 |
Tibra Equities Europe Ltd | 2 | 1 | 0.20% | 0.51% | 0.93% | Q2 2018 | Q4 2019 | 4 |
Banco de Sabadell, S.A | 3 | 1 | 0.02% | 0.79% | 1.60% | Q3 2020 | Q3 2021 | 4 |
Legacy Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Holocene Advisors, LP | 2 | 1 | 0.03% | 0.15% | 0.22% | Q2 2022 | Q3 2023 | 4 |
Solstein Capital, LLC | 3 | 1 | 0.02% | 0.19% | 0.35% | Q4 2019 | Q1 2022 | 4 |
Ahrens Investment Partners LLC | 2 | 2 | 0.03% | 0.09% | 0.20% | Q1 2022 | Q1 2023 | 4 |
Summit Global Investments | 2 | 2 | 0.06% | 0.12% | 0.18% | Q4 2016 | Q2 2022 | 4 |
Woodson Capital Management, LP | 4 | 4 | 0.24% | 2.22% | 2.98% | Q1 2018 | Q4 2018 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.16% | 0.20% | 0.24% | Q1 2023 | Q4 2023 | 4 |
Covenant Asset Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
MayTech Global Investments, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
RESOURCE AMERICA, INC. | 4 | 4 | 2.25% | 3.71% | 4.54% | Q1 2018 | Q4 2018 | 4 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 4 |
G&S Capital LLC | 2 | 2 | 0.65% | 1.55% | 2.15% | Q3 2019 | Q3 2023 | 4 |
Phoenix Holdings Ltd. | 2 | 1 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Ulland Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SMITH, MOORE & CO. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 3 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.30% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
Elequin Capital, LP | 2 | 1 | 0.02% | 0.15% | 0.32% | Q4 2022 | Q3 2023 | 3 |
Vantage Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.17% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.24% | 0.33% | 0.40% | Q1 2023 | Q3 2023 | 3 |
NBW CAPITAL LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SPROTT INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2017 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.31% | 0.38% | Q1 2023 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.24% | 0.30% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Quilter Plc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.04% | 0.47% | 1.31% | Q2 2014 | Q4 2021 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MKP Capital Management, L.L.C. | 3 | 3 | 1.23% | 3.14% | 6.75% | Q2 2020 | Q4 2020 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.44% | 0.78% | 1.36% | Q1 2022 | Q3 2022 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 3 |
CPR Investments Inc. | 3 | 3 | 0.27% | 0.34% | 0.44% | Q4 2021 | Q2 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.51% | 0.70% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Heirloom Wealth Management | 3 | 3 | 0.10% | 0.20% | 0.25% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.07% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Taylor Hoffman Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.08% | 0.17% | 0.33% | Q4 2021 | Q3 2022 | 3 |
Indices-Pac Research Corp. | 3 | 3 | 0.37% | 0.45% | 0.50% | Q2 2013 | Q4 2013 | 3 |
First County Bank /CT/ | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q3 2014 | 3 |
Weaver Consulting Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Sculptor Capital LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q4 2019 | 3 |
Crestwood Advisors Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.05% | 0.53% | 0.82% | Q1 2014 | Q4 2014 | 3 |
Choate Investment Advisors | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Kowal Investment Group, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q2 2022 | 3 |
AMG National Trust Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
GABELLI FUNDS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.36% | 1.02% | Q2 2020 | Q3 2022 | 3 |
Aull & Monroe Investment Management Corp | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KENFARB & CO. | 3 | 3 | 0.42% | 0.47% | 0.49% | Q4 2021 | Q2 2022 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
State of Wyoming | 3 | 3 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
XY Capital Ltd | 1 | 1 | 0.02% | 0.14% | 0.20% | Q3 2023 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.12% | 0.26% | Q2 2022 | Q3 2022 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
EQUITABLE TRUST CO | 2 | 1 | 0.02% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Cullen Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.12% | 0.24% | Q1 2021 | Q2 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 3 | 0.34% | 0.35% | 0.36% | Q1 2021 | Q3 2021 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GRS Advisors, LLC | 1 | 1 | 2.20% | 3.78% | 6.48% | Q2 2014 | Q2 2017 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 1.29% | 1.35% | 1.41% | Q1 2023 | Q3 2023 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.07% | 0.37% | 0.69% | Q4 2018 | Q1 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Abundance Wealth Counselors | 2 | 1 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q2 2023 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Eaton Financial Holdings Company, LLC | 3 | 3 | 0.93% | 0.99% | 1.03% | Q4 2022 | Q2 2023 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.39% | 0.41% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Adero Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 3 |
ZWJ INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q4 2020 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q1 2021 | 3 |
A.R.T. Advisors, LLC | 1 | 1 | 0.10% | 0.37% | 0.70% | Q2 2013 | Q2 2020 | 3 |
Versor Investments LP | 1 | 1 | 0.02% | 0.15% | 0.37% | Q4 2017 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Scott & Selber, Inc. | 3 | 3 | 1.02% | 1.06% | 1.13% | Q1 2020 | Q3 2020 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.44% | 0.83% | Q4 2020 | Q3 2023 | 3 |
Strategic Advisors LLC | 1 | 1 | 0.17% | 0.20% | 0.23% | Q4 2018 | Q4 2019 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Farmhouse Investment Management LLC | 3 | 3 | 0.31% | 0.32% | 0.34% | Q1 2017 | Q3 2017 | 3 |
DSC Advisors, L.P. | 2 | 1 | 0.11% | 0.18% | 0.24% | Q3 2017 | Q2 2022 | 3 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 3 |
Power Corp of Canada | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q1 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Empirical Finance, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 3 |
WESLEY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.47% | 0.63% | 0.80% | Q1 2015 | Q3 2015 | 3 |
Industrial Alliance Investment Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.26% | 2.56% | 5.05% | Q3 2019 | Q1 2020 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 3 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q1 2014 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q1 2022 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.45% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q1 2021 | Q1 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CRA Financial Services, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q3 2016 | 3 |
CCLA Investment Management | 3 | 3 | 1.38% | 1.76% | 2.04% | Q2 2020 | Q4 2020 | 3 |
Nair Vinay | 3 | 3 | 0.50% | 1.30% | 1.73% | Q4 2014 | Q2 2015 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.15% | 0.23% | 0.36% | Q3 2022 | Q1 2023 | 3 |
EASTERN BANK | 3 | 3 | 0.73% | 0.77% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Stone Ridge Asset Management LLC | 2 | 1 | 0.26% | 0.30% | 0.36% | Q3 2018 | Q3 2019 | 3 |
Vision Capital Corp | 3 | 3 | 8.60% | 12.56% | 14.70% | Q4 2018 | Q2 2019 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.13% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Formidable Asset Management, LLC | 1 | 1 | 0.05% | 0.20% | 0.35% | Q1 2019 | Q4 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Center for Financial Planning, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.54% | 0.80% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Brown Miller Wealth Management, LLC | 3 | 3 | 0.76% | 0.79% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Nemes Rush Group LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q4 2013 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q1 2016 | Q2 2016 | 2 |
CAPITAL INTERNATIONAL LTD /CA/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Selway Asset Management | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q1 2023 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q1 2020 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.53% | 0.55% | 0.57% | Q2 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.21% | 0.42% | Q4 2019 | Q2 2020 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Lloyds Banking Group plc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.74% | 0.75% | 0.75% | Q3 2017 | Q3 2018 | 2 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.38% | 0.47% | 0.56% | Q2 2013 | Q4 2013 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.22% | 0.32% | 0.42% | Q4 2018 | Q1 2019 | 2 |
Alkeon Capital Management | 2 | 2 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q2 2022 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q3 2017 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q2 2015 | 2 |
GLG Partners LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.22% | 0.34% | 0.47% | Q4 2021 | Q1 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Coastline Trust Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Waverton Investment Management Ltd | 2 | 2 | 0.43% | 0.57% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Passport Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Maryland Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
MAKENA CAPITAL MANAGEMENT LLC | 2 | 2 | 1.99% | 2.04% | 2.10% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2013 | Q2 2014 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Employers Holdings, Inc. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2020 | Q2 2020 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 2 |
Wilmington Trust Investment Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Amida Capital Management II, LLC | 2 | 2 | 0.60% | 0.73% | 0.87% | Q4 2013 | Q1 2014 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q4 2021 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.12% | 0.14% | 0.16% | Q2 2018 | Q2 2022 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Long Pond Capital | 1 | 1 | 0.69% | 1.06% | 1.43% | Q2 2018 | Q4 2022 | 2 |
Fiera Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 2 |
LMR Master Fund Ltd | 1 | 1 | 0.09% | 0.15% | 0.21% | Q2 2013 | Q4 2013 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Ibex Investors LLC | 1 | 1 | 0.05% | 0.18% | 0.31% | Q1 2022 | Q3 2022 | 2 |
XR Securities LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2021 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q4 2019 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.39% | 0.39% | 0.40% | Q2 2018 | Q3 2018 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.18% | 0.23% | 0.28% | Q2 2017 | Q3 2017 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.53% | 0.72% | Q3 2018 | Q2 2020 | 2 |
Ranger International Management, LP | 2 | 2 | 1.65% | 1.80% | 1.95% | Q2 2016 | Q3 2016 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.83% | 0.92% | 1.00% | Q2 2013 | Q3 2013 | 2 |
Whitnell & Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.13% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.46% | 0.64% | 0.82% | Q1 2019 | Q3 2019 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.02% | 0.17% | 0.32% | Q4 2017 | Q1 2018 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
E&G Advisors, LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
HWG Holdings LP | 2 | 2 | 0.48% | 0.56% | 0.63% | Q4 2021 | Q1 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
1060 Capital, LLC | 2 | 2 | 2.05% | 3.72% | 5.39% | Q3 2017 | Q4 2017 | 2 |
S. R. Schill & Associates | 2 | 2 | 1.58% | 1.64% | 1.71% | Q2 2020 | Q3 2020 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q1 2020 | 2 |
NIXON PEABODY TRUST CO | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2022 | 2 |
Credit Capital Investments LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q3 2022 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Pluribus Labs, LLC | 2 | 2 | 0.67% | 1.09% | 1.51% | Q1 2022 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TradeLink Capital LLC | 1 | 1 | 1.42% | 2.95% | 4.48% | Q2 2018 | Q2 2020 | 2 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 2 |
Bridgewater Wealth & Financial Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q4 2016 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 2 |
Optimal Asset Management, Inc. | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2020 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.03% | 0.10% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2016 | Q3 2016 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2023 | 2 |
Vantis Investment Advisers L.P. | 2 | 2 | 2.90% | 6.35% | 9.81% | Q3 2020 | Q4 2020 | 2 |
Sante Capital Fund, LP | 1 | 1 | 0.41% | 0.95% | 1.48% | Q1 2022 | Q3 2022 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Prana Capital Management, LP | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Beaton Management Co. Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
RVB CAPITAL MANAGEMENT LLC | 1 | 1 | 0.57% | 1.82% | 3.07% | Q3 2018 | Q4 2019 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q1 2020 | Q2 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
6 Meridian | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2018 | Q4 2018 | 2 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2020 | Q4 2020 | 2 |
MANA Advisors LLC | 1 | 1 | 1.63% | 2.96% | 4.29% | Q4 2018 | Q4 2020 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.21% | 0.35% | Q4 2018 | Q1 2021 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Hoya Capital Real Estate, LLC | 2 | 2 | 4.44% | 4.51% | 4.59% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q2 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q1 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 2 |
Trek Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
C-J Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cinctive Capital Management LP | 2 | 2 | 0.50% | 0.62% | 0.73% | Q2 2022 | Q3 2022 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q1 2022 | 2 |
JSF Financial, LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q1 2023 | 2 |
HOHIMER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Sowa Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Baron Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 2 |
EWA, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Navigation Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.60% | 0.87% | 1.14% | Q2 2023 | Q3 2023 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 1.21% | 1.25% | 1.30% | Q1 2022 | Q2 2022 | 2 |
Opal Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
ACAS, LLC | 2 | 2 | 0.37% | 0.38% | 0.39% | Q1 2022 | Q2 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
Highview Capital Management LLC/DE/ | 2 | 2 | 0.74% | 0.96% | 1.18% | Q4 2021 | Q1 2022 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Legacy CG, LLC | 2 | 2 | 1.19% | 1.19% | 1.19% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NCM Capital Management, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Echo45 Advisors LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.95% | 0.95% | 0.96% | Q4 2021 | Q1 2022 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Mystic Asset Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q1 2022 | 2 |
AlphaCentric Advisors LLC | 1 | 1 | 0.05% | 0.12% | 0.18% | Q4 2021 | Q3 2022 | 2 |
WARNER FINANCIAL, INC | 2 | 2 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.13% | 0.24% | 0.35% | Q1 2022 | Q2 2022 | 2 |
W ADVISORS, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q1 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.20% | 0.40% | Q4 2022 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 2.36% | 2.41% | 2.45% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.31% | 0.37% | 0.42% | Q3 2022 | Q4 2022 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
McGlone Suttner Wealth Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LaSalle St. Investment Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.55% | 1.59% | 1.62% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Michael S. Ryan, Inc. | 2 | 2 | 0.33% | 0.35% | 0.38% | Q3 2023 | Q4 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.16% | 0.24% | 0.31% | Q2 2023 | Q3 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.84% | 1.00% | 1.16% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BMI CAPITAL CORP | 2 | 2 | 0.90% | 0.92% | 0.94% | Q2 2013 | Q3 2013 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2016 | Q3 2016 | 2 |
Haverford Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
DAVIS R M INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
DF DENT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MAS Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SWEENEY & MICHEL, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | 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 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2023 | Q4 2023 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2021 | Q3 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Flower City Capital | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
CGM TRUST | 1 | 1 | 2.31% | 2.31% | 2.31% | Q3 2020 | Q3 2020 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Loveless Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MIK Capital, LP | 1 | 1 | 6.49% | 6.49% | 6.49% | Q1 2020 | Q1 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Human Investing LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Defender Capital, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MQS Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2021 | Q1 2021 | 1 |
Cooper Financial Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sepio Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 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 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RUSH ISLAND MANAGEMENT, LP | 1 | 1 | 3.13% | 3.13% | 3.13% | Q1 2020 | Q1 2020 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2022 | Q3 2022 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2019 | Q4 2019 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BFSG, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Kissinger Financial Services LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2016 | Q3 2016 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2015 | Q1 2015 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Signition LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2018 | Q1 2018 | 1 |
Invictus RG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sciencast Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Castle Ridge Investment Management LP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2017 | Q2 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Tech Square Trading LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q1 2019 | 1 |
Ninety One North America, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Taylor Frigon Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ada Investment Management, LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2015 | Q2 2015 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FCF Advisors LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2015 | Q3 2015 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 11.14% | 11.14% | 11.14% | Q4 2018 | Q4 2018 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q3 2023 | Q3 2023 | 1 |
LDR Capital Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2015 | Q2 2015 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2017 | Q2 2017 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2016 | Q1 2016 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SUREVIEW CAPITAL LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2013 | Q3 2013 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2020 | Q3 2020 | 1 |
MOSELEY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 4.66% | 4.66% | 4.66% | Q4 2013 | Q4 2013 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 2.52% | 2.52% | 2.52% | Q1 2014 | Q1 2014 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2016 | Q3 2016 | 1 |
MU Investments Co., Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2016 | Q2 2016 | 1 |
Fosun International Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2015 | Q1 2015 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2015 | Q3 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2022 | Q4 2022 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Miura Global Management | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2023 | Q2 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q1 2017 | Q1 2017 | 1 |
Portolan Capital Management | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Compound Global Advisors, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2023 | Q1 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2022 | Q4 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
West Wealth Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
William Allan Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own PROLOGIS INC or have owned PROLOGIS INC in the past.